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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 48,990 | $3.46M | 0.03% | −2,237−4.4% | Reduced |
| British Columbia Investment Management Corp | 49,292 | $3.48M | 0.03% | −13,009−20.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 49,338 | $3.49M | 0.15% | −1,401−2.8% | Reduced |
| Kanawha Capital Management LLC | 50,045 | $3.54M | 0.36% | −507−1.0% | Reduced |
| Echo Street Capital Management LLC | 50,810 | $3.59M | 0.03% | +50,810 | New |
| Middleton & Co Inc | 52,131 | $3.69M | 0.47% | −34,037−39.5% | Reduced |
| Albar Capital Ltd | 52,422 | $3.71M | 1.38% | +52,422 | New |
| BTC Capital Management, Inc. | 52,968 | $3.74M | 0.46% | +2,149+4.2% | Added |
| Fiduciary Trust Co | 53,453 | $3.78M | 0.08% | −6,193−10.4% | Reduced |
| Verition Fund Management LLC | 53,641 | $3.79M | 0.08% | +34,646+182.4% | Added |
| Graybill Bartz & Assoc Ltd | 53,817 | $3.80M | 2.11% | −1,383−2.5% | Reduced |
| Comerica Bank | 54,378 | $3.91M | 0.03% | +544+1.0% | Added |
| Texas Permanent School Fund | 55,351 | $3.91M | 0.06% | +230+0.4% | Added |
| HM Payson & Co | 56,394 | $3.98M | 0.10% | −3,241−5.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 56,566 | $4.00M | 1.15% | +343+0.6% | Added |
| Rockland Trust Co | 56,598 | $4.00M | 0.28% | −2,455−4.2% | Reduced |
| Sheets Smith Wealth Management | 57,328 | $4.05M | 0.67% | +1,000+1.8% | Added |
| Diversified Trust Co | 57,372 | $4.05M | 0.17% | −2,672−4.5% | Reduced |
| Mutual of America Capital Management LLC | 57,779 | $4.08M | 0.05% | +935+1.6% | Added |
| Foyston, Gordon, & Payne Inc | 57,931 | $4.09M | 1.18% | −1,540−2.6% | Reduced |
| KBC Group NV | 60,873 | $4.30M | 0.02% | +21,807+55.8% | Added |
| FIL Ltd | 61,047 | $4.31M | 0.01% | +10,894+21.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 61,559 | $4.35M | 0.05% | +4,698+8.3% | Added |
| Yousif Capital Management, LLC | 61,689 | $4.36M | 0.06% | −3,235−5.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 62,024 | $4.38M | 0.06% | +6,300+11.3% | Added |
| Cubist Systematic Strategies, LLC | 62,193 | $4.39M | 0.03% | +33,765+118.8% | Added |
| Amica Mutual Insurance Co | 62,556 | $4.42M | 0.56% | 00.0% | Unchanged |
| Fifth Third Bancorp | 63,532 | $4.49M | 0.02% | −2,017−3.1% | Reduced |
| Trexquant Investment LP | 64,114 | $4.53M | 0.20% | −23,456−26.8% | Reduced |
| Aptus Capital Advisors, LLC | 64,886 | $4.58M | 0.15% | −322−0.5% | Reduced |
| ProShare Advisors LLC | 65,018 | $4.59M | 0.02% | −23,970−26.9% | Reduced |
| Gulf International Bank (UK) Ltd | 65,994 | $4.61M | 0.08% | +460+0.7% | Added |
| Delta Asset Management LLC | 66,026 | $4.67M | 0.53% | −715−1.1% | Reduced |
| Okabena Investment Services Inc | 66,290 | $4.68M | 2.41% | +33,350+101.2% | Added |
| Public Employees Retirement Association of Colorado | 66,741 | $4.72M | 0.03% | +534+0.8% | Added |
| Glenmede Trust Co NA | 68,020 | $4.80M | 0.03% | +10,204+17.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 68,537 | $4.84M | 0.01% | +18,319+36.5% | Added |
| State of Tennessee, Treasury Department | 69,012 | $4.88M | 0.02% | −66,558−49.1% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 71,300 | $5.04M | 0.35% | −5,523−7.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 72,357 | $5.11M | 0.01% | +1,460+2.1% | Added |
| IFM Investors Pty Ltd | 72,731 | $5.14M | 0.09% | +11,532+18.8% | Added |
| Westpac Banking Corp | 72,894 | $5.15M | 0.07% | +317+0.4% | Added |
| Sandbar Asset Management LLP | 73,606 | $5.20M | 2.39% | +73,606 | New |
| Achmea Investment Management B.V. | 73,980 | $5.23M | 0.17% | −6,429−8.0% | Reduced |
| Windward Capital Management Co | 74,093 | $5.24M | 0.56% | +442+0.6% | Added |
| Susquehanna International Group, LLP | 75,137 | $5.31M | 0.01% | −24,107−24.3% | Reduced |
| Peapack Gladstone Financial Corp | 75,396 | $5.33M | 0.12% | −3,908−4.9% | Reduced |
| Utah Retirement Systems | 75,552 | $5.34M | 0.09% | −300−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 76,205 | $5.38M | 0.03% | +4,532+6.3% | Added |
| Brinker Capital Investments, LLC | 76,622 | $5.42M | 0.10% | −3,897−4.8% | Reduced |
| Lincoln Capital LLC | 76,671 | $5.42M | 1.52% | +2,545+3.4% | Added |
| Squarepoint Ops LLC | 77,034 | $5.44M | 0.05% | −59,038−43.4% | Reduced |
| Gofen & Glossberg LLC | 78,038 | $5.51M | 0.15% | +4,913+6.7% | Added |
| Janney Montgomery Scott LLC | 79,859 | $5.59M | 0.03% | +1,411+1.8% | Added |
| ING Groep NV | 79,561 | $5.62M | 0.07% | +12,139+18.0% | Added |
| Allied Investment Advisors, LLC | 80,338 | $5.68M | 2.04% | +3,836+5.0% | Added |
| Osborne Partners Capital Management, LLC | 80,554 | $5.69M | 0.44% | +249+0.3% | Added |
| Truist Financial Corp | 81,122 | $5.73M | 0.01% | −1,266−1.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 84,850 | $6.00M | 0.01% | −1,066−1.2% | Reduced |
| Keybank National Association | 85,280 | $6.03M | 0.03% | −3,569−4.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 87,598 | $6.19M | 0.14% | −526−0.6% | Reduced |
| Bradley Foster & Sargent Inc | 89,628 | $6.33M | 0.16% | −16,233−15.3% | Reduced |
| Greenwood Gearhart Inc | 92,330 | $6.53M | 1.04% | +5,627+6.5% | Added |
| EFG Asset Management (Americas) Corp. | 92,896 | $6.58M | 1.55% | −2,492−2.6% | Reduced |
| Forsta Ap-Fonden | 94,500 | $6.68M | 0.09% | +10,700+12.8% | Added |
| Nordea Investment Management AB | 97,116 | $6.73M | 0.01% | +15,265+18.6% | Added |
| Advisor Group Holdings, Inc. | 95,682 | $6.76M | 0.01% | +4,839+5.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 96,324 | $6.81M | 0.21% | +85,949+828.4% | Added |
| Calamos Advisors LLC | 96,349 | $6.81M | 0.03% | +2,594+2.8% | Added |
| Schwartz Investment Counsel Inc | 97,000 | $6.86M | 0.33% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 97,086 | $6.86M | 0.22% | −3,958−3.9% | Reduced |
| Bahl & Gaynor Inc | 97,113 | $6.86M | 0.05% | −2,444−2.5% | Reduced |
| First Republic Investment Management, Inc. | 98,603 | $6.97M | 0.02% | −2,469−2.4% | Reduced |
| First Manhattan Co | 98,723 | $6.98M | 0.03% | −9,289−8.6% | Reduced |
| Nomura Asset Management Co Ltd | 100,740 | $7.12M | 0.05% | +8,871+9.7% | Added |
| USS Investment Management Ltd | 103,229 | $7.30M | 0.08% | −6,923−6.3% | Reduced |
| Standard Life Aberdeen plc | 104,295 | $7.37M | 0.02% | −4,820−4.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 104,486 | $7.38M | 0.08% | −2,873−2.7% | Reduced |
| Prospector Partners LLC | 104,765 | $7.40M | 1.08% | +23,825+29.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 105,077 | $7.43M | 0.04% | −30,678−22.6% | Reduced |
| LPL Financial LLC | 106,624 | $7.54M | 0.01% | +2,388+2.3% | Added |
| CIBC Asset Management Inc | 107,151 | $7.57M | 0.03% | −3,323−3.0% | Reduced |
| Meyer Handelman Co | 109,762 | $7.76M | 0.33% | +1,600+1.5% | Added |
| New York Life Investment Management LLC | 109,847 | $7.76M | 0.09% | +109,847 | New |
| State of Alaska, Department of Revenue | 110,733 | $7.83M | 0.10% | +15,505+16.3% | Added |
| Amalgamated Bank | 110,807 | $7.83M | 0.07% | −2,564−2.3% | Reduced |
| Equitable Trust Co | 112,027 | $7.92M | 0.59% | +112,027 | New |
| AXA S.A. | 113,190 | $8.00M | 0.03% | −34,926−23.6% | Reduced |
| State of Michigan Retirement System | 114,007 | $8.06M | 0.06% | +6,800+6.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $8.10M | 0.12% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 115,271 | $8.15M | 0.04% | +46,031+66.5% | Added |
| DnB Asset Management AS | 115,565 | $8.17M | 0.06% | +4,774+4.3% | Added |
| MetLife Investment Management | 116,014 | $8.20M | 0.06% | +377+0.3% | Added |
| Churchill Management Corp | 116,555 | $8.24M | 0.21% | +466+0.4% | Added |
| Arizona State Retirement System | 116,587 | $8.24M | 0.08% | +5,859+5.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 117,143 | $8.28M | 0.12% | +929+0.8% | Added |
| Copeland Capital Management, LLC | 118,666 | $8.39M | 0.27% | −5,971−4.8% | Reduced |
| Commerce Bank | 121,529 | $8.59M | 0.07% | +40,369+49.7% | Added |
| Ensign Peak Advisors, Inc | 122,657 | $8.67M | 0.02% | −7,910−6.1% | Reduced |
| Evoke Wealth, LLC | 124,094 | $8.77M | 0.32% | +5,625+4.7% | Added |