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 |
|---|---|---|---|---|---|
| Man Group plc | 208,337 | $13.3M | 0.06% | – | – |
| Treasurer of the State of North Carolina | 211,079 | $13.5M | 0.09% | +2,433+1.2% | Added |
| Assenagon Asset Management S.A. | 212,157 | $13.5M | 0.06% | −801,359−79.1% | Reduced |
| MAI Capital Management | 212,615 | $13.6M | 0.26% | −504−0.2% | Reduced |
| Comgest Global Investors S.A.S. | 215,326 | $13.7M | 0.30% | +12,606+6.2% | Added |
| Pinebridge Investments, L.P. | 215,502 | $13.7M | 0.18% | +20,814+10.7% | Added |
| Public Employees Retirement System of Ohio | 217,396 | $13.9M | 0.06% | +521+0.2% | Added |
| Allianz Asset Management GmbH | 219,826 | $14.0M | 0.03% | −131,060−37.4% | Reduced |
| Border to Coast Pensions Partnership Ltd | 223,258 | $14.2M | 0.46% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 234,400 | $15.0M | 0.16% | −17,100−6.8% | Reduced |
| State of New Jersey Common Pension Fund D | 238,386 | $15.2M | 0.06% | +2,613+1.1% | Added |
| Rheos Capital Works Inc. | 242,000 | $15.4M | 1.04% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 248,166 | $15.8M | 0.13% | −71,663−22.4% | Reduced |
| Bank of Montreal | 250,155 | $16.2M | 0.01% | −51,570−17.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 259,398 | $16.6M | 0.07% | +1,223+0.5% | Added |
| Squarepoint Ops LLC | 263,172 | $16.8M | 0.15% | +186,138+241.6% | Added |
| UBS Group AG | 267,256 | $17.1M | 0.01% | −366,161−57.8% | Reduced |
| AustralianSuper Pty Ltd | 269,270 | $17.2M | 0.13% | −33,666−11.1% | Reduced |
| Envestnet Asset Management Inc | 276,361 | $17.6M | 0.01% | +4,816+1.8% | Added |
| SEI Investments Co | 278,555 | $17.8M | 0.04% | +8,792+3.3% | Added |
| Lord, Abbett & Co. LLC | 279,271 | $17.8M | 0.07% | −7,391−2.6% | Reduced |
| APG Asset Management N.V. | 277,500 | $18.1M | 0.05% | −67,407−19.5% | Reduced |
| London & Capital Asset Management Ltd | 285,127 | $18.2M | 1.70% | +7,969+2.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 292,081 | $18.6M | 0.34% | −4,240−1.4% | Reduced |
| Korea Investment CORP | 293,106 | $18.7M | 0.06% | −96,832−24.8% | Reduced |
| Prio Wealth Limited Partnership | 296,861 | $18.9M | 0.81% | −689−0.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 297,158 | $19.0M | 0.05% | −4,162−1.4% | Reduced |
| Raymond James & Associates | 297,243 | $19.0M | 0.02% | +18,220+6.5% | Added |
| Qube Research & Technologies Ltd | 302,413 | $19.3M | 0.12% | +302,413 | New |
| Barclays PLC | 302,500 | $19.3M | 0.02% | +34,131+12.7% | Added |
| Citigroup Inc | 308,804 | $19.7M | 0.03% | +39,026+14.5% | Added |
| Factory Mutual Insurance Co | 312,800 | $20.0M | 0.33% | −4,400−1.4% | Reduced |
| Jane Street Group, LLC | 312,865 | $20.0M | 0.04% | +175,163+127.2% | Added |
| Welch & Forbes LLC | 313,672 | $20.0M | 0.39% | −1,302−0.4% | Reduced |
| Voya Investment Management LLC | 314,605 | $20.1M | 0.02% | +52,182+19.9% | Added |
| Clean Energy Transition LLP | 330,657 | $21.1M | 3.33% | −173,857−34.5% | Reduced |
| National Bank of Canada | 330,453 | $21.5M | 0.12% | −17,226−5.0% | Reduced |
| Victory Capital Management Inc | 349,900 | $22.3M | 0.03% | −31,423−8.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 351,705 | $22.4M | 0.32% | −3,492−1.0% | Reduced |
| AQR Capital Management LLC | 352,245 | $22.5M | 0.05% | −84,188−19.3% | Reduced |
| Intech Investment Management LLC | 359,269 | $22.9M | 0.17% | +137,697+62.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 362,201 | $23.1M | 0.09% | −78,169−17.8% | Reduced |
| Prudential Financial Inc | 360,282 | $23.1M | 0.04% | −4,862−1.3% | Reduced |
| Rathbone Brothers plc | 386,795 | $24.7M | 0.30% | +9,042+2.4% | Added |
| Banque Pictet & Cie SA | 431,819 | $27.6M | 0.30% | −19,797−4.4% | Reduced |
| Impax Asset Management Group plc | 439,822 | $28.1M | 0.14% | +36,195+9.0% | Added |
| Connecticut Wealth Management, LLC | 448,920 | $28.6M | 2.67% | −120.0% | Reduced |
| Abeille Asset Management SA | 453,591 | $28.9M | 1.12% | −64,462−12.4% | Reduced |
| Citadel Advisors LLC | 454,471 | $29.0M | 0.04% | +450,358+10,949.6% | Added |
| New York State Teachers Retirement System | 458,245 | $29.2M | 0.08% | −27,871−5.7% | Reduced |
| Great West Life Assurance Co | 460,558 | $29.4M | 0.08% | −11,831−2.5% | Reduced |
| First Trust Advisors LP | 461,609 | $29.4M | 0.04% | +240,552+108.8% | Added |
| Nissay Asset Management Corp | 465,430 | $29.7M | 0.31% | −453,015−49.3% | Reduced |
| State Board of Administration of Florida Retirement System | 492,058 | $31.4M | 0.08% | −754−0.2% | Reduced |
| HSBC Holdings PLC | 493,069 | $31.7M | 0.06% | +96,364+24.3% | Added |
| New York State Common Retirement Fund | 518,399 | $33.1M | 0.05% | −14,675−2.8% | Reduced |
| Formuepleje A/S | 530,481 | $33.8M | 2.75% | −628,225−54.2% | Reduced |
| Candriam Luxembourg S.C.A. | 536,540 | $34.2M | 0.24% | +10,561+2.0% | Added |
| Principal Financial Group Inc | 538,669 | $34.4M | 0.03% | −29,764−5.2% | Reduced |
| National Pension Service | 546,724 | $35.3M | 0.07% | −12,098−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 571,414 | $36.5M | 0.04% | −26,217−4.4% | Reduced |
| American Century Companies Inc | 581,823 | $37.1M | 0.03% | +153,142+35.7% | Added |
| Railway Pension Investments Ltd | 619,300 | $39.5M | 0.43% | +5,200+0.8% | Added |
| HighTower Advisors, LLC | 666,235 | $42.5M | 0.11% | +7,937+1.2% | Added |
| Aviva PLC | 683,808 | $43.6M | 0.25% | +283,405+70.8% | Added |
| California State Teachers Retirement System | 704,683 | $45.0M | 0.08% | −31,892−4.3% | Reduced |
| Artisan Partners Limited Partnership | 706,362 | $45.1M | 0.08% | −43,392−5.8% | Reduced |
| Eaton Vance Management | 740,718 | $47.3M | 0.07% | +3,834+0.5% | Added |
| Macquarie Group Ltd | 745,834 | $47.5M | 0.06% | −11,540−1.5% | Reduced |
| Royal Bank of Canada | 771,910 | $49.2M | 0.02% | −25,311−3.2% | Reduced |
| Antipodes Partners Ltd | 772,343 | $49.3M | 1.98% | +530,296+219.1% | Added |
| Rhumbline Advisers | 788,751 | $50.3M | 0.07% | +21,706+2.8% | Added |
| Wells Fargo & Company | 817,983 | $52.2M | 0.02% | −23,528−2.8% | Reduced |
| Fayez Sarofim & Co | 822,414 | $52.5M | 0.21% | +12,506+1.5% | Added |
| Russell Investments Group, Ltd. | 862,048 | $55.1M | 0.12% | +26,669+3.2% | Added |
| Janus Henderson Group PLC | 910,048 | $58.1M | 0.04% | −97,939−9.7% | Reduced |
| California Public Employees Retirement System | 967,919 | $61.8M | 0.06% | +178,081+22.5% | Added |
| Neuberger Berman Group LLC | 975,592 | $62.3M | 0.07% | −55,580−5.4% | Reduced |
| Fisher Asset Management, LLC | 1,003,021 | $64.0M | 0.05% | −33,824−3.3% | Reduced |
| Pensioenfonds Rail & Ov | 1,045,600 | $66.7M | 2.57% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,047,213 | $66.8M | 0.26% | +1,047,213 | New |
| Putnam Investments LLC | 1,105,606 | $70.5M | 0.13% | +8,040+0.7% | Added |
| Ameriprise Financial Inc | 1,201,252 | $76.6M | 0.03% | −246,477−17.0% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,231,674 | $79.1M | 2.99% | −14,583−1.2% | Reduced |
| Guinness Asset Management LTD | 1,277,689 | $81.5M | 2.78% | +268,869+26.7% | Added |
| Pictet Asset Management SA | 1,280,064 | $81.6M | 0.12% | +59,743+4.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,292,970 | $82.5M | 0.07% | −7,474−0.6% | Reduced |
| Suvretta Capital Management, LLC | 1,297,480 | $82.8M | 3.49% | 00.0% | Unchanged |
| Jennison Associates LLC | 1,301,994 | $83.1M | 0.08% | +178,837+15.9% | Added |
| Deutsche Bank AG | 1,416,347 | $90.4M | 0.05% | +9,978+0.7% | Added |
| Caisse de Depot Et Placement du Quebec | 1,439,355 | $91.8M | 0.27% | +114,498+8.6% | Added |
| Renaissance Technologies LLC | 1,447,500 | $92.4M | 0.13% | +438,206+43.4% | Added |
| Manufacturers Life Insurance Company, The | 1,459,528 | $93.1M | 0.06% | +56,801+4.0% | Added |
| Fundsmith Investment Services Ltd. | 1,612,687 | $102.9M | 1.78% | +1,612,687 | New |
| Two Sigma Advisers, LP | 1,619,400 | $103.3M | 0.30% | +55,500+3.5% | Added |
| Primecap Management Co | 1,645,931 | $105.0M | 0.10% | −1000.0% | Reduced |
| Schroder Investment Management Group | 1,732,320 | $110.5M | 0.18% | +31,638+1.9% | Added |
| State of Wisconsin Investment Board | 1,754,309 | $111.9M | 0.36% | −54,175−3.0% | Reduced |
| Los Angeles Capital Management LLC | 1,754,803 | $112.0M | 0.58% | −347,793−16.5% | Reduced |
| Swiss National Bank | 1,832,057 | $116.9M | 0.08% | −11,400−0.6% | Reduced |