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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 114,007 | $8.06M | 0.06% | +6,800+6.3% | Added |
| AXA S.A. | 113,190 | $8.00M | 0.03% | −34,926−23.6% | Reduced |
| Equitable Trust Co | 112,027 | $7.92M | 0.59% | +112,027 | New |
| Amalgamated Bank | 110,807 | $7.83M | 0.07% | −2,564−2.3% | Reduced |
| State of Alaska, Department of Revenue | 110,733 | $7.83M | 0.10% | +15,505+16.3% | Added |
| New York Life Investment Management LLC | 109,847 | $7.76M | 0.09% | +109,847 | New |
| Meyer Handelman Co | 109,762 | $7.76M | 0.33% | +1,600+1.5% | Added |
| CIBC Asset Management Inc | 107,151 | $7.57M | 0.03% | −3,323−3.0% | Reduced |
| LPL Financial LLC | 106,624 | $7.54M | 0.01% | +2,388+2.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 105,077 | $7.43M | 0.04% | −30,678−22.6% | Reduced |
| Prospector Partners LLC | 104,765 | $7.40M | 1.08% | +23,825+29.4% | Added |
| Federation des caisses Desjardins du Quebec | 104,486 | $7.38M | 0.08% | −2,873−2.7% | Reduced |
| Standard Life Aberdeen plc | 104,295 | $7.37M | 0.02% | −4,820−4.4% | Reduced |
| USS Investment Management Ltd | 103,229 | $7.30M | 0.08% | −6,923−6.3% | Reduced |
| Nomura Asset Management Co Ltd | 100,740 | $7.12M | 0.05% | +8,871+9.7% | Added |
| First Manhattan Co | 98,723 | $6.98M | 0.03% | −9,289−8.6% | Reduced |
| First Republic Investment Management, Inc. | 98,603 | $6.97M | 0.02% | −2,469−2.4% | Reduced |
| Bahl & Gaynor Inc | 97,113 | $6.86M | 0.05% | −2,444−2.5% | Reduced |
| Gotham Asset Management, LLC | 97,086 | $6.86M | 0.22% | −3,958−3.9% | Reduced |
| Schwartz Investment Counsel Inc | 97,000 | $6.86M | 0.33% | 00.0% | Unchanged |
| Calamos Advisors LLC | 96,349 | $6.81M | 0.03% | +2,594+2.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 96,324 | $6.81M | 0.21% | +85,949+828.4% | Added |
| Advisor Group Holdings, Inc. | 95,682 | $6.76M | 0.01% | +4,839+5.3% | Added |
| Nordea Investment Management AB | 97,116 | $6.73M | 0.01% | +15,265+18.6% | Added |
| Forsta Ap-Fonden | 94,500 | $6.68M | 0.09% | +10,700+12.8% | Added |
| EFG Asset Management (Americas) Corp. | 92,896 | $6.58M | 1.55% | −2,492−2.6% | Reduced |
| Greenwood Gearhart Inc | 92,330 | $6.53M | 1.04% | +5,627+6.5% | Added |
| Bradley Foster & Sargent Inc | 89,628 | $6.33M | 0.16% | −16,233−15.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 87,598 | $6.19M | 0.14% | −526−0.6% | Reduced |
| Keybank National Association | 85,280 | $6.03M | 0.03% | −3,569−4.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 84,850 | $6.00M | 0.01% | −1,066−1.2% | Reduced |
| Truist Financial Corp | 81,122 | $5.73M | 0.01% | −1,266−1.5% | Reduced |
| Osborne Partners Capital Management, LLC | 80,554 | $5.69M | 0.44% | +249+0.3% | Added |
| Allied Investment Advisors, LLC | 80,338 | $5.68M | 2.04% | +3,836+5.0% | Added |
| ING Groep NV | 79,561 | $5.62M | 0.07% | +12,139+18.0% | Added |
| Janney Montgomery Scott LLC | 79,859 | $5.59M | 0.03% | +1,411+1.8% | Added |
| Gofen & Glossberg LLC | 78,038 | $5.51M | 0.15% | +4,913+6.7% | Added |
| Squarepoint Ops LLC | 77,034 | $5.44M | 0.05% | −59,038−43.4% | Reduced |
| Lincoln Capital LLC | 76,671 | $5.42M | 1.52% | +2,545+3.4% | Added |
| Brinker Capital Investments, LLC | 76,622 | $5.42M | 0.10% | −3,897−4.8% | Reduced |
| Rockefeller Capital Management L.P. | 76,205 | $5.38M | 0.03% | +4,532+6.3% | Added |
| Utah Retirement Systems | 75,552 | $5.34M | 0.09% | −300−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 75,396 | $5.33M | 0.12% | −3,908−4.9% | Reduced |
| Susquehanna International Group, LLP | 75,137 | $5.31M | 0.01% | −24,107−24.3% | Reduced |
| Windward Capital Management Co | 74,093 | $5.24M | 0.56% | +442+0.6% | Added |
| Achmea Investment Management B.V. | 73,980 | $5.23M | 0.17% | −6,429−8.0% | Reduced |
| Sandbar Asset Management LLP | 73,606 | $5.20M | 2.39% | +73,606 | New |
| Westpac Banking Corp | 72,894 | $5.15M | 0.07% | +317+0.4% | Added |
| IFM Investors Pty Ltd | 72,731 | $5.14M | 0.09% | +11,532+18.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 72,357 | $5.11M | 0.01% | +1,460+2.1% | Added |
| Kiwi Wealth Investments Limited Partnership | 71,300 | $5.04M | 0.35% | −5,523−7.2% | Reduced |
| State of Tennessee, Treasury Department | 69,012 | $4.88M | 0.02% | −66,558−49.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 68,537 | $4.84M | 0.01% | +18,319+36.5% | Added |
| Glenmede Trust Co NA | 68,020 | $4.80M | 0.03% | +10,204+17.6% | Added |
| Public Employees Retirement Association of Colorado | 66,741 | $4.72M | 0.03% | +534+0.8% | Added |
| Okabena Investment Services Inc | 66,290 | $4.68M | 2.41% | +33,350+101.2% | Added |
| Delta Asset Management LLC | 66,026 | $4.67M | 0.53% | −715−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 65,994 | $4.61M | 0.08% | +460+0.7% | Added |
| ProShare Advisors LLC | 65,018 | $4.59M | 0.02% | −23,970−26.9% | Reduced |
| Aptus Capital Advisors, LLC | 64,886 | $4.58M | 0.15% | −322−0.5% | Reduced |
| Trexquant Investment LP | 64,114 | $4.53M | 0.20% | −23,456−26.8% | Reduced |
| Fifth Third Bancorp | 63,532 | $4.49M | 0.02% | −2,017−3.1% | Reduced |
| Amica Mutual Insurance Co | 62,556 | $4.42M | 0.56% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 62,193 | $4.39M | 0.03% | +33,765+118.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 62,024 | $4.38M | 0.06% | +6,300+11.3% | Added |
| Yousif Capital Management, LLC | 61,689 | $4.36M | 0.06% | −3,235−5.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 61,559 | $4.35M | 0.05% | +4,698+8.3% | Added |
| FIL Ltd | 61,047 | $4.31M | 0.01% | +10,894+21.7% | Added |
| KBC Group NV | 60,873 | $4.30M | 0.02% | +21,807+55.8% | Added |
| Foyston, Gordon, & Payne Inc | 57,931 | $4.09M | 1.18% | −1,540−2.6% | Reduced |
| Mutual of America Capital Management LLC | 57,779 | $4.08M | 0.05% | +935+1.6% | Added |
| Diversified Trust Co | 57,372 | $4.05M | 0.17% | −2,672−4.5% | Reduced |
| Sheets Smith Wealth Management | 57,328 | $4.05M | 0.67% | +1,000+1.8% | Added |
| Rockland Trust Co | 56,598 | $4.00M | 0.28% | −2,455−4.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 56,566 | $4.00M | 1.15% | +343+0.6% | Added |
| HM Payson & Co | 56,394 | $3.98M | 0.10% | −3,241−5.4% | Reduced |
| Texas Permanent School Fund | 55,351 | $3.91M | 0.06% | +230+0.4% | Added |
| Comerica Bank | 54,378 | $3.91M | 0.03% | +544+1.0% | Added |
| Graybill Bartz & Assoc Ltd | 53,817 | $3.80M | 2.11% | −1,383−2.5% | Reduced |
| Verition Fund Management LLC | 53,641 | $3.79M | 0.08% | +34,646+182.4% | Added |
| Fiduciary Trust Co | 53,453 | $3.78M | 0.08% | −6,193−10.4% | Reduced |
| BTC Capital Management, Inc. | 52,968 | $3.74M | 0.46% | +2,149+4.2% | Added |
| Albar Capital Ltd | 52,422 | $3.71M | 1.38% | +52,422 | New |
| Middleton & Co Inc | 52,131 | $3.69M | 0.47% | −34,037−39.5% | Reduced |
| Echo Street Capital Management LLC | 50,810 | $3.59M | 0.03% | +50,810 | New |
| Kanawha Capital Management LLC | 50,045 | $3.54M | 0.36% | −507−1.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 49,338 | $3.49M | 0.15% | −1,401−2.8% | Reduced |
| British Columbia Investment Management Corp | 49,292 | $3.48M | 0.03% | −13,009−20.9% | Reduced |
| Regions Financial Corp | 48,990 | $3.46M | 0.03% | −2,237−4.4% | Reduced |
| Vontobel Holding Ltd. | 49,461 | $3.45M | 0.04% | +2,550+5.4% | Added |
| Swiss Life Asset Management Ltd | 48,504 | $3.43M | 0.06% | −4,862−9.1% | Reduced |
| Gateway Investment Advisers LLC | 48,410 | $3.42M | 0.04% | +1,965+4.2% | Added |
| Scotia Capital Inc. | 48,296 | $3.41M | 0.03% | +2,436+5.3% | Added |
| Wesleyan Assurance Society | 48,100 | $3.40M | 0.49% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 47,645 | $3.37M | 0.69% | 00.0% | Unchanged |
| Hartford Investment Management Co | 46,307 | $3.27M | 0.10% | +431+0.9% | Added |
| Cresset Asset Management, LLC | 44,780 | $3.15M | 0.04% | +2,357+5.6% | Added |
| Aureus Asset Management, LLC | 43,701 | $3.09M | 0.25% | +9,487+27.7% | Added |
| AlphaCrest Capital Management LLC | 43,638 | $3.08M | 0.15% | +38,068+683.4% | Added |
| Jefferies Group LLC | 43,579 | $3.08M | 0.08% | +43,579 | New |