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, Q3 2022
Institutional positions in Otis Worldwide Corp as of Sep 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
- 1,045
- −29 vs. Q2 2022
- Shares held
- 355.4M
- +1.38M (+0.4%) vs. Q2 2022
- Total value
- $22.6B
- −$2.40B (−9.6%) vs. Q2 2022
- New holders
- 64
- 286 more added
- Sold out
- 93
- 461 more reduced
16 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 39,694,622 | $2.53B | 0.07% | +123,746+0.3% | Added |
| BlackRock Inc. | 35,021,336 | $2.23B | 0.08% | −760,135−2.1% | Reduced |
| State Street Corp | 15,956,282 | $1.02B | 0.06% | −193,760−1.2% | Reduced |
| Morgan Stanley | 12,528,705 | $799.3M | 0.11% | −442,721−3.4% | Reduced |
| Geode Capital Management, LLC | 9,726,352 | $620.6M | 0.09% | +146,700+1.5% | Added |
| Alliancebernstein L.P. | 9,637,299 | $614.9M | 0.30% | −199,117−2.0% | Reduced |
| Fiera Capital Corp | 9,844,380 | $562.7M | 2.02% | −538,228−5.2% | Reduced |
| Massachusetts Financial Services Co | 8,732,674 | $557.1M | 0.21% | −1,393,001−13.8% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 6,285,878 | $401.0M | 1.90% | +6,285,878 | New |
| Boston Partners | 6,150,062 | $393.6M | 0.58% | +1,887,275+44.3% | Added |
| Capital Research Global Investors | 6,152,879 | $392.6M | 0.13% | −233,637−3.7% | Reduced |
| Wellington Management Group LLP | 5,280,837 | $336.9M | 0.07% | +432,248+8.9% | Added |
| Dodge & Cox | 5,256,622 | $335.4M | 0.25% | −88,900−1.7% | Reduced |
| Invesco Ltd. | 5,144,578 | $328.2M | 0.11% | −585,637−10.2% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 4,827,950 | $308.0M | 13.05% | −1,444,765−23.0% | Reduced |
| Northern Trust Corp | 4,662,665 | $297.5M | 0.07% | −76,861−1.6% | Reduced |
| Bank of America Corp | 4,580,399 | $292.2M | 0.04% | +80,925+1.8% | Added |
| JPMorgan Chase & Co | 4,574,986 | $291.9M | 0.05% | −1,708,085−27.2% | Reduced |
| FMR LLC | 4,172,573 | $266.2M | 0.03% | −213,980−4.9% | Reduced |
| Bank of New York Mellon Corp | 4,110,444 | $262.2M | 0.06% | −68,517−1.6% | Reduced |
| Norges Bank | 3,952,004 | $252.1M | 0.07% | +251,717+6.8% | Added |
| Lazard Asset Management LLC | 3,785,693 | $241.5M | 0.35% | −197,440−5.0% | Reduced |
| Sarasin & Partners LLP | 3,558,786 | $227.1M | 3.15% | −62,558−1.7% | Reduced |
| CIBC Private Wealth Group, LLC | 3,388,637 | $216.2M | 0.58% | +62,802+1.9% | Added |
| Parnassus Investments | 3,319,482 | $211.8M | 0.55% | +458,478+16.0% | Added |
| Price T Rowe Associates Inc | 3,227,959 | $205.9M | 0.03% | −571,016−15.0% | Reduced |
| Goldman Sachs Group Inc | 3,082,326 | $196.7M | 0.06% | −654,867−17.5% | Reduced |
| Legal & General Group Plc | 3,075,146 | $196.2M | 0.08% | −149,058−4.6% | Reduced |
| Ako Capital LLP | 2,931,956 | $187.1M | 3.09% | −566,576−16.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,875,404 | $183.5M | 1.06% | +249,636+9.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,786,476 | $177.8M | 0.57% | +2,543,929+1,048.8% | Added |
| Dimensional Fund Advisors LP | 2,684,673 | $171.3M | 0.07% | +11,494+0.4% | Added |
| Clearbridge Investments, LLC | 2,668,699 | $170.3M | 0.17% | +117,492+4.6% | Added |
| Vontobel Asset Management Inc | 2,391,513 | $166.8M | 1.32% | −74,378−3.0% | Reduced |
| Deccan Value Investors L.P. | 2,399,858 | $153.1M | 19.17% | −701,054−22.6% | Reduced |
| Brown Advisory Inc | 2,359,176 | $150.5M | 0.29% | +23,673+1.0% | Added |
| London Co of Virginia | 2,277,482 | $145.3M | 0.92% | −13,004−0.6% | Reduced |
| UBS Asset Management Americas Inc | 2,237,188 | $142.7M | 0.08% | −187,517−7.7% | Reduced |
| Gates Capital Management, Inc. | 2,221,622 | $141.7M | 5.91% | 00.0% | Unchanged |
| Omers Administration Corp | 2,177,048 | $138.9M | 2.32% | 00.0% | Unchanged |
| Menora Mivtachim Holdings Ltd. | 2,167,401 | $138.3M | 2.61% | +393,101+22.2% | Added |
| Credit Suisse AG | 2,112,207 | $134.8M | 0.15% | −74,547−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 2,081,946 | $132.8M | 0.05% | +40,991+2.0% | Added |
| Nuveen Asset Management, LLC | 1,976,374 | $126.1M | 0.05% | −87,961−4.3% | Reduced |
| Amundi | 1,751,544 | $118.1M | 0.07% | +705,034+67.4% | Added |
| Swiss National Bank | 1,832,057 | $116.9M | 0.08% | −11,400−0.6% | Reduced |
| Los Angeles Capital Management LLC | 1,754,803 | $112.0M | 0.58% | −347,793−16.5% | Reduced |
| State of Wisconsin Investment Board | 1,754,309 | $111.9M | 0.36% | −54,175−3.0% | Reduced |
| Schroder Investment Management Group | 1,732,320 | $110.5M | 0.18% | +31,638+1.9% | Added |
| Primecap Management Co | 1,645,931 | $105.0M | 0.10% | −1000.0% | Reduced |
| Two Sigma Advisers, LP | 1,619,400 | $103.3M | 0.30% | +55,500+3.5% | Added |
| Fundsmith Investment Services Ltd. | 1,612,687 | $102.9M | 1.78% | +1,612,687 | New |
| Manufacturers Life Insurance Company, The | 1,459,528 | $93.1M | 0.06% | +56,801+4.0% | Added |
| Renaissance Technologies LLC | 1,447,500 | $92.4M | 0.13% | +438,206+43.4% | Added |
| Caisse de Depot Et Placement du Quebec | 1,439,355 | $91.8M | 0.27% | +114,498+8.6% | Added |
| Deutsche Bank AG | 1,416,347 | $90.4M | 0.05% | +9,978+0.7% | Added |
| Jennison Associates LLC | 1,301,994 | $83.1M | 0.08% | +178,837+15.9% | Added |
| Suvretta Capital Management, LLC | 1,297,480 | $82.8M | 3.49% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,292,970 | $82.5M | 0.07% | −7,474−0.6% | Reduced |
| Pictet Asset Management SA | 1,280,064 | $81.6M | 0.12% | +59,743+4.9% | Added |
| Guinness Asset Management LTD | 1,277,689 | $81.5M | 2.78% | +268,869+26.7% | Added |
| Lazard Freres Gestion S.A.S. | 1,231,674 | $79.1M | 2.99% | −14,583−1.2% | Reduced |
| Ameriprise Financial Inc | 1,201,252 | $76.6M | 0.03% | −246,477−17.0% | Reduced |
| Putnam Investments LLC | 1,105,606 | $70.5M | 0.13% | +8,040+0.7% | Added |
| Balyasny Asset Management LLC | 1,047,213 | $66.8M | 0.26% | +1,047,213 | New |
| Pensioenfonds Rail & Ov | 1,045,600 | $66.7M | 2.57% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,003,021 | $64.0M | 0.05% | −33,824−3.3% | Reduced |
| Neuberger Berman Group LLC | 975,592 | $62.3M | 0.07% | −55,580−5.4% | Reduced |
| California Public Employees Retirement System | 967,919 | $61.8M | 0.06% | +178,081+22.5% | Added |
| Janus Henderson Group PLC | 910,048 | $58.1M | 0.04% | −97,939−9.7% | Reduced |
| Russell Investments Group, Ltd. | 862,048 | $55.1M | 0.12% | +26,669+3.2% | Added |
| Fayez Sarofim & Co | 822,414 | $52.5M | 0.21% | +12,506+1.5% | Added |
| Wells Fargo & Company | 817,983 | $52.2M | 0.02% | −23,528−2.8% | Reduced |
| Rhumbline Advisers | 788,751 | $50.3M | 0.07% | +21,706+2.8% | Added |
| Antipodes Partners Ltd | 772,343 | $49.3M | 1.98% | +530,296+219.1% | Added |
| Royal Bank of Canada | 771,910 | $49.2M | 0.02% | −25,311−3.2% | Reduced |
| Macquarie Group Ltd | 745,834 | $47.5M | 0.06% | −11,540−1.5% | Reduced |
| Eaton Vance Management | 740,718 | $47.3M | 0.07% | +3,834+0.5% | Added |
| Artisan Partners Limited Partnership | 706,362 | $45.1M | 0.08% | −43,392−5.8% | Reduced |
| California State Teachers Retirement System | 704,683 | $45.0M | 0.08% | −31,892−4.3% | Reduced |
| Aviva PLC | 683,808 | $43.6M | 0.25% | +283,405+70.8% | Added |
| HighTower Advisors, LLC | 666,235 | $42.5M | 0.11% | +7,937+1.2% | Added |
| Railway Pension Investments Ltd | 619,300 | $39.5M | 0.43% | +5,200+0.8% | Added |
| American Century Companies Inc | 581,823 | $37.1M | 0.03% | +153,142+35.7% | Added |
| The PNC Financial Services Group, Inc. | 571,414 | $36.5M | 0.04% | −26,217−4.4% | Reduced |
| National Pension Service | 546,724 | $35.3M | 0.07% | −12,098−2.2% | Reduced |
| Principal Financial Group Inc | 538,669 | $34.4M | 0.03% | −29,764−5.2% | Reduced |
| Candriam Luxembourg S.C.A. | 536,540 | $34.2M | 0.24% | +10,561+2.0% | Added |
| Formuepleje A/S | 530,481 | $33.8M | 2.75% | −628,225−54.2% | Reduced |
| New York State Common Retirement Fund | 518,399 | $33.1M | 0.05% | −14,675−2.8% | Reduced |
| HSBC Holdings PLC | 493,069 | $31.7M | 0.06% | +96,364+24.3% | Added |
| State Board of Administration of Florida Retirement System | 492,058 | $31.4M | 0.08% | −754−0.2% | Reduced |
| Nissay Asset Management Corp | 465,430 | $29.7M | 0.31% | −453,015−49.3% | Reduced |
| First Trust Advisors LP | 461,609 | $29.4M | 0.04% | +240,552+108.8% | Added |
| Great West Life Assurance Co | 460,558 | $29.4M | 0.08% | −11,831−2.5% | Reduced |
| New York State Teachers Retirement System | 458,245 | $29.2M | 0.08% | −27,871−5.7% | Reduced |
| Citadel Advisors LLC | 454,471 | $29.0M | 0.04% | +450,358+10,949.6% | Added |
| Abeille Asset Management SA | 453,591 | $28.9M | 1.12% | −64,462−12.4% | Reduced |
| Connecticut Wealth Management, LLC | 448,920 | $28.6M | 2.67% | −120.0% | Reduced |
| Impax Asset Management Group plc | 439,822 | $28.1M | 0.14% | +36,195+9.0% | Added |