Otis Worldwide Corp
OTIS- Exchange
- NYSE
- Industry
- Electronic & Other Electrical Equipment (No Computer Equip)
- SEC CIK
- 0001781335
No open-market purchases or sales by Otis Worldwide Corp insiders were filed in the last 90 days; 1,232 institutions reported holding it in 13F filings for Q2 2026, worth $25.6B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2022
Institutional positions in Otis Worldwide Corp as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,090
- −39 vs. Q1 2022
- Shares held
- 354.1M
- +3.90M (+1.1%) vs. Q1 2022
- Total value
- $25.0B
- −$1.91B (−7.1%) vs. Q1 2022
- New holders
- 62
- 365 more added
- Sold out
- 101
- 456 more reduced
18 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OTIS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,232 | $25.6B |
| Q1 2026 | 1,245 | $26.6B |
| Q4 2025 | 1,311 | $30.9B |
| Q3 2025 | 1,253 | $31.1B |
| Q2 2025 | 1,270 | $34.8B |
| Q1 2025 | 1,248 | $36.8B |
| Q4 2024 | 1,234 | $33.7B |
| Q3 2024 | 1,200 | $37.4B |
| Q2 2024 | 1,191 | $34.1B |
| Q1 2024 | 1,202 | $34.8B |
| Q4 2023 | 1,190 | $31.9B |
| Q3 2023 | 1,099 | $28.7B |
| Q2 2023 | 1,124 | $31.9B |
| Q1 2023 | 1,101 | $30.1B |
| Q4 2022 | 1,106 | $27.8B |
| Q3 2022 | 1,045 | $22.6B |
| Q2 2022 | 1,090 | $25.0B |
| Q1 2022 | 1,147 | $27.1B |
| Q4 2021 | 1,199 | $30.9B |
| Q3 2021 | 1,145 | $29.5B |
| Q2 2021 | 1,142 | $29.4B |
| Q1 2021 | 1,134 | $25.7B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stifel Financial Corp | 124,383 | $8.79M | 0.01% | −510.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 126,466 | $8.94M | 1.56% | +2,212+1.8% | Added |
| Tudor Investment Corp Et Al | 127,499 | $9.01M | 0.26% | 00.0% | Unchanged |
| Man Group plc | – | $9.07M | 0.04% | – | – |
| American International Group, Inc. | 132,254 | $9.35M | 0.06% | −3,636−2.7% | Reduced |
| Altrinsic Global Advisors LLC | 132,436 | $9.36M | 0.38% | −7,966−5.7% | Reduced |
| Tocqueville Asset Management L.P. | 132,731 | $9.38M | 0.17% | −112−0.1% | Reduced |
| Anchor Capital Advisors LLC | 133,772 | $9.45M | 0.24% | +133,772 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 136,970 | $9.68M | 0.07% | +15,301+12.6% | Added |
| Nisa Investment Advisors, LLC | 137,560 | $9.72M | 0.09% | +15,105+12.3% | Added |
| Jane Street Group, LLC | 137,702 | $9.73M | 0.02% | +42,286+44.3% | Added |
| Retirement Systems of Alabama | 140,161 | $9.90M | 0.04% | −641−0.5% | Reduced |
| Franklin Resources Inc | 142,237 | $10.1M | 0.00% | −603,922−80.9% | Reduced |
| TD Asset Management Inc | 145,882 | $10.3M | 0.01% | −4,925−3.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 147,866 | $10.5M | 0.03% | −326,429−68.8% | Reduced |
| Handelsbanken Fonder AB | 148,545 | $10.5M | 0.07% | +76,589+106.4% | Added |
| Commonwealth Equity Services, LLC | 149,353 | $10.6M | 0.03% | +5,496+3.8% | Added |
| United Capital Financial Advisers, LLC | 152,142 | $10.8M | 0.06% | +1,125+0.7% | Added |
| MUFG Americas Holdings Corp | 156,157 | $11.0M | 0.25% | −3,401−2.1% | Reduced |
| Royal London Asset Management Ltd | 156,971 | $11.1M | 0.05% | +1,414+0.9% | Added |
| Storebrand Asset Management AS | 158,682 | $11.2M | 0.06% | 00.0% | Unchanged |
| M&T Bank Corp | 166,002 | $11.2M | 0.05% | +8,542+5.4% | Added |
| Liontrust Investment Partners LLP | 160,000 | $11.3M | 0.16% | −10,000−5.9% | Reduced |
| US Bancorp | 160,016 | $11.3M | 0.02% | −8,639−5.1% | Reduced |
| Creative Planning | 167,199 | $11.8M | 0.02% | −5,564−3.2% | Reduced |
| Swedbank AB | 171,117 | $12.1M | 0.03% | +88,200+106.4% | Added |
| Illinois Municipal Retirement Fund | 171,850 | $12.1M | 0.28% | +86,070+100.3% | Added |
| Allspring Global Investments Holdings, LLC | 173,306 | $12.2M | 0.02% | −59,475−25.5% | Reduced |
| Andra AP-fonden | 173,800 | $12.3M | 0.35% | +173,800 | New |
| Asset Management One Co.,Ltd. | 174,645 | $12.3M | 0.06% | +5,019+3.0% | Added |
| Davidson Investment Advisors | 176,202 | $12.5M | 1.06% | +508+0.3% | Added |
| Alphinity Investment Management Pty Ltd | 184,675 | $13.1M | 0.40% | −17,229−8.5% | Reduced |
| CIBC World Markets Corp | 190,965 | $13.5M | 0.13% | +3,683+2.0% | Added |
| D. E. Shaw & Co., Inc. | 194,588 | $13.8M | 0.02% | −886,116−82.0% | Reduced |
| Pinebridge Investments, L.P. | 194,688 | $13.8M | 0.17% | +19,259+11.0% | Added |
| Carnegie Capital Asset Management, LLC | 199,223 | $14.1M | 0.64% | −8,349−4.0% | Reduced |
| DekaBank Deutsche Girozentrale | 205,308 | $14.1M | 0.04% | +41,946+25.7% | Added |
| Broadcrest Asset Management, LLC | 200,000 | $14.1M | 14.79% | 00.0% | Unchanged |
| Comgest Global Investors S.A.S. | 202,720 | $14.3M | 0.28% | +14,210+7.5% | Added |
| Worldquant Millennium Advisors LLC | 205,978 | $14.6M | 0.42% | −10,942−5.0% | Reduced |
| Treasurer of the State of North Carolina | 208,646 | $14.7M | 0.09% | +41,443+24.8% | Added |
| Toronto Dominion Bank | 209,085 | $14.8M | 0.03% | −28,739−12.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 209,878 | $14.8M | 0.11% | +185,636+765.8% | Added |
| MAI Capital Management | 213,119 | $15.1M | 0.29% | −4,872−2.2% | Reduced |
| Public Employees Retirement System of Ohio | 216,875 | $15.3M | 0.07% | −109,356−33.5% | Reduced |
| First Trust Advisors LP | 221,057 | $15.6M | 0.02% | −77,992−26.1% | Reduced |
| Intech Investment Management LLC | 221,572 | $15.7M | 0.09% | +221,572 | New |
| Border to Coast Pensions Partnership Ltd | 223,258 | $15.8M | 0.49% | +29,400+15.2% | Added |
| Moore Capital Management, LP | 224,256 | $15.8M | 0.48% | +224,256 | New |
| QVIDTVM Management LLC | 224,413 | $15.9M | 10.49% | +24,756+12.4% | Added |
| State of New Jersey Common Pension Fund D | 235,773 | $16.7M | 0.06% | +7,040+3.1% | Added |
| Rheos Capital Works Inc. | 242,000 | $17.1M | 1.28% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 242,047 | $17.1M | 0.71% | +242,047 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 242,547 | $17.1M | 0.08% | +24,481+11.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 243,220 | $17.2M | 1.11% | +8,140+3.5% | Added |
| Teacher Retirement System of Texas | 248,418 | $17.6M | 0.12% | −306,135−55.2% | Reduced |
| Canada Pension Plan Investment Board | 248,653 | $17.6M | 0.03% | −5,260−2.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 251,500 | $17.8M | 0.17% | −42,000−14.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 258,175 | $18.2M | 0.08% | −498−0.2% | Reduced |
| Voya Investment Management LLC | 262,423 | $18.5M | 0.05% | +680+0.3% | Added |
| Barclays PLC | 268,369 | $19.0M | 0.02% | +193,767+259.7% | Added |
| SEI Investments Co | 269,763 | $19.0M | 0.04% | +37,469+16.1% | Added |
| Citigroup Inc | 269,778 | $19.1M | 0.03% | +28,347+11.7% | Added |
| Envestnet Asset Management Inc | 271,545 | $19.2M | 0.01% | +14,685+5.7% | Added |
| Pictet & Cie (Europe) SA | 273,941 | $19.4M | 0.90% | −18,260−6.2% | Reduced |
| London & Capital Asset Management Ltd | 277,158 | $19.6M | 1.55% | +41,276+17.5% | Added |
| Raymond James & Associates | 279,023 | $19.7M | 0.02% | +53,237+23.6% | Added |
| Lord, Abbett & Co. LLC | 286,662 | $20.3M | 0.07% | −21,760−7.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 296,321 | $20.9M | 0.34% | +7,550+2.6% | Added |
| Prio Wealth Limited Partnership | 297,550 | $21.0M | 0.84% | +552+0.2% | Added |
| ExodusPoint Capital Management, LP | 298,000 | $21.1M | 0.30% | +248,209+498.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 301,320 | $21.3M | 0.05% | +77,423+34.6% | Added |
| AustralianSuper Pty Ltd | 302,936 | $21.4M | 0.14% | +44,581+17.3% | Added |
| Welch & Forbes LLC | 314,974 | $22.3M | 0.41% | −1,910−0.6% | Reduced |
| Factory Mutual Insurance Co | 317,200 | $22.4M | 0.37% | −81,400−20.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 319,829 | $22.6M | 0.17% | +38,817+13.8% | Added |
| Bank of Montreal | 301,725 | $22.7M | 0.02% | +55,086+22.3% | Added |
| Millennium Management LLC | 328,425 | $23.2M | 0.03% | +179,355+120.3% | Added |
| APG Asset Management N.V. | 344,907 | $23.3M | 0.05% | −67,771−16.4% | Reduced |
| Allianz Asset Management GmbH | 350,886 | $24.8M | 0.02% | −73,786−17.4% | Reduced |
| National Bank of Canada | 347,679 | $24.9M | 0.13% | −6,247−1.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 355,197 | $25.1M | 0.34% | +56,203+18.8% | Added |
| Prudential Financial Inc | 365,144 | $25.6M | 0.04% | −129,795−26.2% | Reduced |
| Rathbone Brothers plc | 377,753 | $26.7M | 0.31% | +16,349+4.5% | Added |
| Victory Capital Management Inc | 381,323 | $26.9M | 0.03% | +1,598+0.4% | Added |
| Korea Investment CORP | 389,938 | $27.6M | 0.08% | −21,712−5.3% | Reduced |
| HSBC Holdings PLC | 396,705 | $27.9M | 0.04% | +9,126+2.4% | Added |
| Aviva PLC | 400,403 | $28.3M | 0.15% | +232,563+138.6% | Added |
| Impax Asset Management Group plc | 403,627 | $28.5M | 0.14% | −781−0.2% | Reduced |
| Two Sigma Investments, LP | 415,556 | $29.4M | 0.10% | −467,459−52.9% | Reduced |
| AQR Capital Management LLC | 436,433 | $30.2M | 0.07% | −211,751−32.7% | Reduced |
| American Century Companies Inc | 428,681 | $30.3M | 0.02% | +420,864+5,384.0% | Added |
| Walleye Capital LLC | 429,404 | $30.3M | 0.87% | +150,534+54.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 440,370 | $31.1M | 0.12% | +300,436+214.7% | Added |
| Connecticut Wealth Management, LLC | 448,932 | $31.7M | 2.77% | +769+0.2% | Added |
| Banque Pictet & Cie SA | 451,616 | $31.9M | 0.32% | −12,582−2.7% | Reduced |
| Great West Life Assurance Co | 472,389 | $33.4M | 0.09% | +66,958+16.5% | Added |
| New York State Teachers Retirement System | 486,116 | $34.4M | 0.08% | −345−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 492,812 | $34.8M | 0.08% | −20,200−3.9% | Reduced |
| Clean Energy Transition LLP | 504,514 | $35.7M | 6.90% | +39,750+8.6% | Added |