Skip to main content

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.

Institutional holdersQ2 2022: 1,090 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ2 2022: $25.0B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2022.

Institutions holding OTIS in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Impax Asset Management Group plc403,627$28.5M0.14%−781−0.2%Reduced
Aviva PLC400,403$28.3M0.15%+232,563+138.6%Added
HSBC Holdings PLC396,705$27.9M0.04%+9,126+2.4%Added
Korea Investment CORP389,938$27.6M0.08%−21,712−5.3%Reduced
Victory Capital Management Inc381,323$26.9M0.03%+1,598+0.4%Added
Rathbone Brothers plc377,753$26.7M0.31%+16,349+4.5%Added
Prudential Financial Inc365,144$25.6M0.04%−129,795−26.2%Reduced
Vaughan Nelson Investment Management, L.P.355,197$25.1M0.34%+56,203+18.8%Added
National Bank of Canada347,679$24.9M0.13%−6,247−1.8%Reduced
Allianz Asset Management GmbH350,886$24.8M0.02%−73,786−17.4%Reduced
APG Asset Management N.V.344,907$23.3M0.05%−67,771−16.4%Reduced
Millennium Management LLC328,425$23.2M0.03%+179,355+120.3%Added
Bank of Montreal301,725$22.7M0.02%+55,086+22.3%Added
Skandinaviska Enskilda Banken AB (publ)319,829$22.6M0.17%+38,817+13.8%Added
Factory Mutual Insurance Co317,200$22.4M0.37%−81,400−20.4%Reduced
Welch & Forbes LLC314,974$22.3M0.41%−1,910−0.6%Reduced
AustralianSuper Pty Ltd302,936$21.4M0.14%+44,581+17.3%Added
Mitsubishi UFJ Trust & Banking Corp301,320$21.3M0.05%+77,423+34.6%Added
ExodusPoint Capital Management, LP298,000$21.1M0.30%+248,209+498.5%Added
Prio Wealth Limited Partnership297,550$21.0M0.84%+552+0.2%Added
B. Metzler seel. Sohn & Co. AG296,321$20.9M0.34%+7,550+2.6%Added
Lord, Abbett & Co. LLC286,662$20.3M0.07%−21,760−7.1%Reduced
Raymond James & Associates279,023$19.7M0.02%+53,237+23.6%Added
London & Capital Asset Management Ltd277,158$19.6M1.55%+41,276+17.5%Added
Pictet & Cie (Europe) SA273,941$19.4M0.90%−18,260−6.2%Reduced
Envestnet Asset Management Inc271,545$19.2M0.01%+14,685+5.7%Added
Citigroup Inc269,778$19.1M0.03%+28,347+11.7%Added
SEI Investments Co269,763$19.0M0.04%+37,469+16.1%Added
Barclays PLC268,369$19.0M0.02%+193,767+259.7%Added
Voya Investment Management LLC262,423$18.5M0.05%+680+0.3%Added
Chevy Chase Trust Holdings, Inc.258,175$18.2M0.08%−498−0.2%Reduced
Mn Services Vermogensbeheer B.V.251,500$17.8M0.17%−42,000−14.3%Reduced
Canada Pension Plan Investment Board248,653$17.6M0.03%−5,260−2.1%Reduced
Teacher Retirement System of Texas248,418$17.6M0.12%−306,135−55.2%Reduced
Nippon Life Global Investors Americas, Inc.243,220$17.2M1.11%+8,140+3.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.242,547$17.1M0.08%+24,481+11.2%Added
Antipodes Partners Ltd242,047$17.1M0.71%+242,047New
Rheos Capital Works Inc.242,000$17.1M1.28%00.0%Unchanged
State of New Jersey Common Pension Fund D235,773$16.7M0.06%+7,040+3.1%Added
QVIDTVM Management LLC224,413$15.9M10.49%+24,756+12.4%Added
Moore Capital Management, LP224,256$15.8M0.48%+224,256New
Border to Coast Pensions Partnership Ltd223,258$15.8M0.49%+29,400+15.2%Added
Intech Investment Management LLC221,572$15.7M0.09%+221,572New
First Trust Advisors LP221,057$15.6M0.02%−77,992−26.1%Reduced
Public Employees Retirement System of Ohio216,875$15.3M0.07%−109,356−33.5%Reduced
MAI Capital Management213,119$15.1M0.29%−4,872−2.2%Reduced
Jacobs Levy Equity Management, Inc209,878$14.8M0.11%+185,636+765.8%Added
Toronto Dominion Bank209,085$14.8M0.03%−28,739−12.1%Reduced
Treasurer of the State of North Carolina208,646$14.7M0.09%+41,443+24.8%Added
Worldquant Millennium Advisors LLC205,978$14.6M0.42%−10,942−5.0%Reduced
Comgest Global Investors S.A.S.202,720$14.3M0.28%+14,210+7.5%Added
Broadcrest Asset Management, LLC200,000$14.1M14.79%00.0%Unchanged
DekaBank Deutsche Girozentrale205,308$14.1M0.04%+41,946+25.7%Added
Carnegie Capital Asset Management, LLC199,223$14.1M0.64%−8,349−4.0%Reduced
Pinebridge Investments, L.P.194,688$13.8M0.17%+19,259+11.0%Added
D. E. Shaw & Co., Inc.194,588$13.8M0.02%−886,116−82.0%Reduced
CIBC World Markets Corp190,965$13.5M0.13%+3,683+2.0%Added
Alphinity Investment Management Pty Ltd184,675$13.1M0.40%−17,229−8.5%Reduced
Davidson Investment Advisors176,202$12.5M1.06%+508+0.3%Added
Asset Management One Co.,Ltd.174,645$12.3M0.06%+5,019+3.0%Added
Andra AP-fonden173,800$12.3M0.35%+173,800New
Allspring Global Investments Holdings, LLC173,306$12.2M0.02%−59,475−25.5%Reduced
Illinois Municipal Retirement Fund171,850$12.1M0.28%+86,070+100.3%Added
Swedbank AB171,117$12.1M0.03%+88,200+106.4%Added
Creative Planning167,199$11.8M0.02%−5,564−3.2%Reduced
US Bancorp160,016$11.3M0.02%−8,639−5.1%Reduced
Liontrust Investment Partners LLP160,000$11.3M0.16%−10,000−5.9%Reduced
M&T Bank Corp166,002$11.2M0.05%+8,542+5.4%Added
Storebrand Asset Management AS158,682$11.2M0.06%00.0%Unchanged
Royal London Asset Management Ltd156,971$11.1M0.05%+1,414+0.9%Added
MUFG Americas Holdings Corp156,157$11.0M0.25%−3,401−2.1%Reduced
United Capital Financial Advisers, LLC152,142$10.8M0.06%+1,125+0.7%Added
Commonwealth Equity Services, LLC149,353$10.6M0.03%+5,496+3.8%Added
Handelsbanken Fonder AB148,545$10.5M0.07%+76,589+106.4%Added
Robeco Institutional Asset Management B.V.147,866$10.5M0.03%−326,429−68.8%Reduced
TD Asset Management Inc145,882$10.3M0.01%−4,925−3.3%Reduced
Franklin Resources Inc142,237$10.1M0.00%−603,922−80.9%Reduced
Retirement Systems of Alabama140,161$9.90M0.04%−641−0.5%Reduced
Jane Street Group, LLC137,702$9.73M0.02%+42,286+44.3%Added
Nisa Investment Advisors, LLC137,560$9.72M0.09%+15,105+12.3%Added
Bank Julius Baer & Co. Ltd, Zurich136,970$9.68M0.07%+15,301+12.6%Added
Anchor Capital Advisors LLC133,772$9.45M0.24%+133,772New
Tocqueville Asset Management L.P.132,731$9.38M0.17%−112−0.1%Reduced
Altrinsic Global Advisors LLC132,436$9.36M0.38%−7,966−5.7%Reduced
American International Group, Inc.132,254$9.35M0.06%−3,636−2.7%Reduced
Man Group plc–$9.07M0.04%––
Tudor Investment Corp Et Al127,499$9.01M0.26%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.126,466$8.94M1.56%+2,212+1.8%Added
Stifel Financial Corp124,383$8.79M0.01%−510.0%Reduced
Evoke Wealth, LLC124,094$8.77M0.32%+5,625+4.7%Added
Ensign Peak Advisors, Inc122,657$8.67M0.02%−7,910−6.1%Reduced
Commerce Bank121,529$8.59M0.07%+40,369+49.7%Added
Copeland Capital Management, LLC118,666$8.39M0.27%−5,971−4.8%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.117,143$8.28M0.12%+929+0.8%Added
Arizona State Retirement System116,587$8.24M0.08%+5,859+5.3%Added
Churchill Management Corp116,555$8.24M0.21%+466+0.4%Added
MetLife Investment Management116,014$8.20M0.06%+377+0.3%Added
DnB Asset Management AS115,565$8.17M0.06%+4,774+4.3%Added
Natixis Advisors, L.P.115,271$8.15M0.04%+46,031+66.5%Added
Markel Group Inc.SuperinvestorMarkel Group114,620$8.10M0.12%00.0%Unchanged