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 |
|---|---|---|---|---|---|
| Abeille Asset Management SA | 518,053 | $36.6M | 1.29% | −50,409−8.9% | Reduced |
| Candriam Luxembourg S.C.A. | 525,979 | $37.2M | 0.31% | +94,877+22.0% | Added |
| New York State Common Retirement Fund | 533,074 | $37.7M | 0.05% | −32,001−5.7% | Reduced |
| National Pension Service | 558,822 | $39.5M | 0.08% | +5,916+1.1% | Added |
| Principal Financial Group Inc | 568,433 | $40.2M | 0.03% | +43,161+8.2% | Added |
| The PNC Financial Services Group, Inc. | 597,631 | $42.2M | 0.04% | −6,393−1.1% | Reduced |
| Railway Pension Investments Ltd | 614,100 | $43.4M | 0.42% | −8,300−1.3% | Reduced |
| UBS Group AG | 633,417 | $44.8M | 0.02% | +83,569+15.2% | Added |
| HighTower Advisors, LLC | 658,298 | $46.5M | 0.12% | −2,265−0.3% | Reduced |
| Thornburg Investment Management Inc | 688,075 | $48.6M | 0.74% | −96,024−12.2% | Reduced |
| Point72 Asset Management, L.P. | 691,968 | $48.9M | 0.23% | +684,998+9,827.8% | Added |
| California State Teachers Retirement System | 736,575 | $52.1M | 0.08% | +26,445+3.7% | Added |
| Eaton Vance Management | 736,884 | $52.1M | 0.07% | −37,073−4.8% | Reduced |
| Artisan Partners Limited Partnership | 749,754 | $53.0M | 0.09% | +100,160+15.4% | Added |
| Macquarie Group Ltd | 757,374 | $53.6M | 0.06% | +689,914+1,022.7% | Added |
| Rhumbline Advisers | 767,045 | $54.2M | 0.08% | +63,843+9.1% | Added |
| California Public Employees Retirement System | 789,838 | $55.8M | 0.05% | −55,634−6.6% | Reduced |
| Royal Bank of Canada | 797,221 | $56.3M | 0.02% | +198,096+33.1% | Added |
| Fayez Sarofim & Co | 809,908 | $57.2M | 0.21% | −751−0.1% | Reduced |
| Russell Investments Group, Ltd. | 835,379 | $58.9M | 0.12% | +102,922+14.1% | Added |
| Wells Fargo & Company | 841,511 | $59.5M | 0.02% | −89,025−9.6% | Reduced |
| Nissay Asset Management Corp | 918,445 | $64.9M | 0.65% | +289,950+46.1% | Added |
| Janus Henderson Group PLC | 1,007,987 | $71.2M | 0.05% | −958,402−48.7% | Reduced |
| Guinness Asset Management LTD | 1,008,820 | $71.3M | 2.81% | +93,218+10.2% | Added |
| Renaissance Technologies LLC | 1,009,294 | $71.3M | 0.08% | +185,600+22.5% | Added |
| Assenagon Asset Management S.A. | 1,013,516 | $71.6M | 0.30% | +878,711+651.8% | Added |
| Amundi | 1,046,510 | $72.2M | 0.06% | +683,877+188.6% | Added |
| Neuberger Berman Group LLC | 1,031,172 | $72.8M | 0.07% | −15,624−1.5% | Reduced |
| Fisher Asset Management, LLC | 1,036,845 | $73.3M | 0.05% | −40,283−3.7% | Reduced |
| Pensioenfonds Rail & Ov | 1,045,600 | $73.9M | 2.67% | +1,045,600 | New |
| Putnam Investments LLC | 1,097,566 | $77.6M | 0.14% | −110,368−9.1% | Reduced |
| Jennison Associates LLC | 1,123,157 | $79.4M | 0.08% | −203,150−15.3% | Reduced |
| Formuepleje A/S | 1,158,706 | $81.9M | 5.02% | −299,030−20.5% | Reduced |
| Pictet Asset Management SA | 1,220,321 | $86.2M | 0.12% | +34,984+3.0% | Added |
| Lazard Freres Gestion S.A.S. | 1,246,257 | $86.9M | 3.12% | −85,039−6.4% | Reduced |
| Suvretta Capital Management, LLC | 1,297,480 | $91.7M | 3.49% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,300,444 | $91.9M | 0.07% | −259,807−16.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,324,857 | $93.6M | 0.26% | −23,800−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 1,402,727 | $99.1M | 0.07% | +177,396+14.5% | Added |
| Deutsche Bank AG | 1,406,369 | $99.4M | 0.06% | −50,111−3.4% | Reduced |
| Ameriprise Financial Inc | 1,447,729 | $102.3M | 0.04% | −35,732−2.4% | Reduced |
| Two Sigma Advisers, LP | 1,563,900 | $110.5M | 0.31% | +558,700+55.6% | Added |
| Primecap Management Co | 1,646,031 | $116.3M | 0.10% | −44,450−2.6% | Reduced |
| Schroder Investment Management Group | 1,700,682 | $118.7M | 0.18% | −236,945−12.2% | Reduced |
| Menora Mivtachim Holdings Ltd. | 1,774,300 | $125.4M | 2.28% | +6,000+0.3% | Added |
| State of Wisconsin Investment Board | 1,808,484 | $127.8M | 0.33% | −75,234−4.0% | Reduced |
| Swiss National Bank | 1,843,457 | $130.3M | 0.09% | +95,700+5.5% | Added |
| Charles Schwab Investment Management Inc | 2,040,955 | $144.2M | 0.05% | +9100.0% | Added |
| Nuveen Asset Management, LLC | 2,064,335 | $145.9M | 0.06% | +262,367+14.6% | Added |
| Los Angeles Capital Management LLC | 2,102,596 | $148.6M | 0.73% | −167,724−7.4% | Reduced |
| Omers Administration Corp | 2,177,048 | $153.9M | 2.22% | +247,400+12.8% | Added |
| Credit Suisse AG | 2,186,754 | $154.5M | 0.16% | −57,445−2.6% | Reduced |
| Gates Capital Management, Inc. | 2,221,622 | $157.0M | 6.07% | 00.0% | Unchanged |
| London Co of Virginia | 2,290,486 | $161.9M | 0.99% | −29,687−1.3% | Reduced |
| Brown Advisory Inc | 2,335,503 | $165.1M | 0.31% | +1,303,196+126.2% | Added |
| UBS Asset Management Americas Inc | 2,424,705 | $171.4M | 0.09% | +599,037+32.8% | Added |
| Clearbridge Investments, LLC | 2,551,207 | $180.3M | 0.17% | +31,938+1.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,625,768 | $185.6M | 1.01% | −63,524−2.4% | Reduced |
| Vontobel Asset Management Inc | 2,465,891 | $185.9M | 1.36% | −98,754−3.9% | Reduced |
| Dimensional Fund Advisors LP | 2,673,179 | $188.9M | 0.07% | +3,870+0.1% | Added |
| Parnassus Investments | 2,861,004 | $202.2M | 0.48% | +2,861,004 | New |
| Deccan Value Investors L.P. | 3,100,912 | $219.1M | 18.52% | −679,914−18.0% | Reduced |
| Legal & General Group Plc | 3,224,204 | $227.9M | 0.08% | +55,947+1.8% | Added |
| CIBC Private Wealth Group, LLC | 3,325,835 | $235.0M | 0.61% | +36,334+1.1% | Added |
| Ako Capital LLP | 3,498,532 | $247.2M | 3.46% | −390,916−10.1% | Reduced |
| Sarasin & Partners LLP | 3,621,344 | $255.9M | 3.23% | −83,946−2.3% | Reduced |
| Norges Bank | 3,700,287 | $261.5M | 0.07% | −191,290−4.9% | Reduced |
| Goldman Sachs Group Inc | 3,737,193 | $264.1M | 0.08% | +283,458+8.2% | Added |
| Price T Rowe Associates Inc | 3,798,975 | $268.5M | 0.03% | −163,878−4.1% | Reduced |
| Lazard Asset Management LLC | 3,983,133 | $281.5M | 0.38% | +86,572+2.2% | Added |
| Bank of New York Mellon Corp | 4,178,961 | $295.3M | 0.07% | +166,707+4.2% | Added |
| Boston Partners | 4,262,787 | $302.5M | 0.42% | +751,238+21.4% | Added |
| FMR LLC | 4,386,553 | $310.0M | 0.03% | −1,646,333−27.3% | Reduced |
| Bank of America Corp | 4,499,474 | $318.0M | 0.04% | +351,880+8.5% | Added |
| Northern Trust Corp | 4,739,526 | $334.9M | 0.07% | −2,526−0.1% | Reduced |
| Wellington Management Group LLP | 4,848,589 | $342.6M | 0.07% | +626,924+14.9% | Added |
| Dodge & Cox | 5,345,522 | $377.8M | 0.26% | −1000.0% | Reduced |
| Invesco Ltd. | 5,730,215 | $405.0M | 0.12% | −24,996−0.4% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 6,272,715 | $443.3M | 15.81% | −3120.0% | Reduced |
| JPMorgan Chase & Co | 6,283,071 | $444.0M | 0.07% | +543,143+9.5% | Added |
| Capital Research Global Investors | 6,386,516 | $451.3M | 0.14% | −758,933−10.6% | Reduced |
| Geode Capital Management, LLC | 9,579,652 | $676.2M | 0.10% | +331,942+3.6% | Added |
| Alliancebernstein L.P. | 9,836,416 | $695.1M | 0.32% | +851,244+9.5% | Added |
| Massachusetts Financial Services Co | 10,125,675 | $715.6M | 0.25% | −336,844−3.2% | Reduced |
| Fiera Capital Corp | 10,382,608 | $733.7M | 2.18% | +357,384+3.6% | Added |
| Morgan Stanley | 12,971,426 | $916.7M | 0.12% | +1,449,548+12.6% | Added |
| State Street Corp | 16,150,042 | $1.14B | 0.07% | −405,939−2.5% | Reduced |
| BlackRock Inc. | 35,781,471 | $2.53B | 0.08% | +1,898,678+5.6% | Added |
| Vanguard Group Inc | 39,570,876 | $2.80B | 0.08% | +443,690+1.1% | Added |
| Retirement Group, LLC | 36 | – | – | +18+100.0% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −3,538,164−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −519,583−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −354,324−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −278,289−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −259,617−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −230,884−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −198,816−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −160,716−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −127,500−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −124,983−100.0% | Sold out |