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 |
|---|---|---|---|---|---|
| Canandaigua National Corp | 28,913 | $1.84M | 0.33% | +10,652+58.3% | Added |
| Tufton Capital Management | 29,185 | $1.86M | 0.45% | −8,100−21.7% | Reduced |
| Close Asset Management Ltd | 29,254 | $1.87M | 0.11% | −172−0.6% | Reduced |
| M Holdings Securities, Inc. | 29,691 | $1.89M | 0.21% | +7,680+34.9% | Added |
| Brown Brothers Harriman & Co | 29,925 | $1.91M | 0.02% | −1,368−4.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,289 | $1.93M | 0.04% | +517+1.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 30,370 | $1.94M | 0.05% | −10,000−24.8% | Reduced |
| AMG National Trust Bank | 31,101 | $1.98M | 0.07% | +1,496+5.1% | Added |
| Seeyond | 31,204 | $1.99M | 0.24% | +30,032+2,562.5% | Added |
| Shelter Mutual Insurance Co | 31,200 | $1.99M | 0.64% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 31,307 | $2.00M | 0.11% | 00.0% | Unchanged |
| Shell Asset Management Co | 31,416 | $2.00M | 0.08% | −7,921−20.1% | Reduced |
| Norinchukin Bank, The | 31,511 | $2.01M | 0.04% | +3,271+11.6% | Added |
| Teza Capital Management LLC | 31,582 | $2.02M | 0.42% | +28,070+799.3% | Added |
| Elo Mutual Pension Insurance Co | 31,839 | $2.03M | 0.08% | −1,659−5.0% | Reduced |
| Engineers Gate Manager LP | 32,038 | $2.04M | 0.13% | +8,169+34.2% | Added |
| Oregon Public Employees Retirement Fund | 32,212 | $2.06M | 0.03% | −709−2.2% | Reduced |
| Mackenzie Financial Corp | 32,209 | $2.06M | 0.00% | +804+2.6% | Added |
| Tocqueville Asset Management L.P. | 32,354 | $2.06M | 0.04% | −100,377−75.6% | Reduced |
| Kentucky Retirement Systems | 32,895 | $2.10M | 0.09% | +1,516+4.8% | Added |
| Rockefeller Capital Management L.P. | 33,471 | $2.13M | 0.01% | −42,734−56.1% | Reduced |
| Sandbar Asset Management LLP | 34,144 | $2.18M | 1.32% | −39,462−53.6% | Reduced |
| Securian Asset Management, Inc | 34,653 | $2.21M | 0.07% | −100−0.3% | Reduced |
| Greenleaf Trust | 35,563 | $2.27M | 0.03% | +29,166+455.9% | Added |
| Financial Advisors Network, Inc. | 35,626 | $2.27M | 0.67% | +44+0.1% | Added |
| Ingalls & Snyder LLC | 36,093 | $2.30M | 0.13% | −2,818−7.2% | Reduced |
| Sandy Spring Bank | 36,268 | $2.31M | 0.15% | −729−2.0% | Reduced |
| Chartwell Investment Partners, LLC | 36,378 | $2.32M | 0.10% | +2,230+6.5% | Added |
| Wesbanco Bank Inc | 36,577 | $2.33M | 0.16% | −1,320−3.5% | Reduced |
| Echo Street Capital Management LLC | 36,779 | $2.35M | 0.02% | −14,031−27.6% | Reduced |
| Baird Financial Group, Inc. | 36,866 | $2.35M | 0.01% | −3,970−9.7% | Reduced |
| William Allan, LLC | 37,131 | $2.37M | 2.19% | +59+0.2% | Added |
| Mercer Global Advisors Inc | 38,219 | $2.44M | 0.01% | −3,403−8.2% | Reduced |
| Ethic Inc. | 38,622 | $2.46M | 0.17% | +415+1.1% | Added |
| Teachers Retirement System of the State of Kentucky | 38,927 | $2.48M | 0.03% | +38,927 | New |
| Aureus Asset Management, LLC | 39,332 | $2.51M | 0.22% | −4,369−10.0% | Reduced |
| Cacti Asset Management LLC | 40,050 | $2.56M | 0.26% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 40,320 | $2.57M | 0.01% | −34,817−46.3% | Reduced |
| M. Kraus & Co | 40,594 | $2.59M | 1.08% | −190−0.5% | Reduced |
| Bank of Nova Scotia | 40,608 | $2.59M | 0.01% | −99−0.2% | Reduced |
| MML Investors Services, LLC | 40,976 | $2.61M | 0.02% | +3,374+9.0% | Added |
| Tower Research Capital LLC (TRC) | 41,436 | $2.64M | 0.04% | +13,028+45.9% | Added |
| British Columbia Investment Management Corp | 41,654 | $2.66M | 0.03% | −7,638−15.5% | Reduced |
| AlphaCrest Capital Management LLC | 41,689 | $2.66M | 0.16% | −1,949−4.5% | Reduced |
| Farmers & Merchants Investments Inc | 42,001 | $2.68M | 0.12% | −557−1.3% | Reduced |
| Quantbot Technologies LP | 42,553 | $2.71M | 0.20% | +42,553 | New |
| Mariner, LLC | 43,830 | $2.80M | 0.01% | +2,675+6.5% | Added |
| Cresset Asset Management, LLC | 44,340 | $2.83M | 0.04% | −440−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 44,479 | $2.84M | 0.00% | −150,109−77.1% | Reduced |
| Erste Asset Management GmbH | 44,397 | $2.86M | 0.06% | +1,618+3.8% | Added |
| Public Sector Pension Investment Board | 45,169 | $2.88M | 0.02% | +4,620+11.4% | Added |
| Captrust Financial Advisors | 45,578 | $2.91M | 0.02% | +14,372+46.1% | Added |
| Aptus Capital Advisors, LLC | 46,195 | $2.95M | 0.09% | −18,691−28.8% | Reduced |
| Regions Financial Corp | 47,077 | $3.00M | 0.03% | −1,913−3.9% | Reduced |
| Hartford Investment Management Co | 47,284 | $3.02M | 0.10% | +977+2.1% | Added |
| Xponance, Inc. | 47,552 | $3.03M | 0.06% | +6,234+15.1% | Added |
| Cohen Capital Management, Inc. | 47,645 | $3.04M | 0.67% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 47,804 | $3.05M | 0.05% | −700−1.4% | Reduced |
| Wesleyan Assurance Society | 48,100 | $3.07M | 0.47% | 00.0% | Unchanged |
| Scotia Capital Inc. | 48,166 | $3.07M | 0.02% | −130−0.3% | Reduced |
| Gateway Investment Advisers LLC | 48,222 | $3.08M | 0.04% | −188−0.4% | Reduced |
| Czech National Bank | 48,837 | $3.12M | 0.09% | +48,837 | New |
| Kanawha Capital Management LLC | 49,722 | $3.17M | 0.35% | −323−0.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 50,277 | $3.21M | 0.15% | +939+1.9% | Added |
| Vontobel Holding Ltd. | 50,476 | $3.22M | 0.04% | +1,015+2.1% | Added |
| Fiduciary Trust Co | 51,989 | $3.32M | 0.07% | −1,464−2.7% | Reduced |
| BTC Capital Management, Inc. | 53,083 | $3.38M | 0.44% | +115+0.2% | Added |
| Lifeworks Advisors, LLC | 47,867 | $3.38M | 1.92% | +44,610+1,369.7% | Added |
| Amica Mutual Insurance Co | 53,045 | $3.38M | 0.48% | −9,511−15.2% | Reduced |
| Rockland Trust Co | 53,382 | $3.41M | 0.24% | −3,216−5.7% | Reduced |
| Graybill Bartz & Assoc Ltd | 53,607 | $3.42M | 2.03% | −210−0.4% | Reduced |
| Millennium Management LLC | 53,618 | $3.42M | 0.00% | −274,807−83.7% | Reduced |
| Diversified Trust Co | 54,331 | $3.47M | 0.16% | −3,041−5.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 55,222 | $3.52M | 1.12% | −1,344−2.4% | Reduced |
| HM Payson & Co | 55,245 | $3.52M | 0.10% | −1,149−2.0% | Reduced |
| Glenmede Trust Co NA | 55,402 | $3.53M | 0.02% | −12,618−18.6% | Reduced |
| Foyston, Gordon, & Payne Inc | 57,288 | $3.65M | 1.00% | −643−1.1% | Reduced |
| Sheets Smith Wealth Management | 57,328 | $3.66M | 0.61% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 58,000 | $3.70M | 0.06% | +58,000 | New |
| ProShare Advisors LLC | 58,163 | $3.71M | 0.01% | −6,855−10.5% | Reduced |
| Mutual of America Capital Management LLC | 58,330 | $3.72M | 0.05% | +551+1.0% | Added |
| Gotham Asset Management, LLC | 58,420 | $3.73M | 0.11% | −38,666−39.8% | Reduced |
| Comerica Bank | 55,921 | $3.75M | 0.03% | +1,543+2.8% | Added |
| Okabena Investment Services Inc | 58,835 | $3.75M | 1.81% | −7,455−11.2% | Reduced |
| Texas Permanent School Fund | 58,929 | $3.76M | 0.06% | +3,578+6.5% | Added |
| Fifth Third Bancorp | 60,298 | $3.85M | 0.02% | −3,234−5.1% | Reduced |
| Yousif Capital Management, LLC | 60,918 | $3.89M | 0.06% | −771−1.2% | Reduced |
| FIL Ltd | 61,047 | $3.90M | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 61,278 | $3.91M | 0.02% | +405+0.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 61,467 | $3.92M | 0.04% | −92−0.1% | Reduced |
| Achmea Investment Management B.V. | 61,630 | $3.93M | 0.14% | −12,350−16.7% | Reduced |
| Walleye Trading LLC | 61,982 | $3.95M | 0.13% | +42,551+219.0% | Added |
| ING Groep NV | 65,863 | $4.20M | 0.07% | −13,698−17.2% | Reduced |
| Gulf International Bank (UK) Ltd | 65,994 | $4.21M | 0.08% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 66,589 | $4.25M | 0.02% | −152−0.2% | Reduced |
| Delta Asset Management LLC | 66,865 | $4.27M | 0.52% | +839+1.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 62,024 | $4.38M | 0.06% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 69,012 | $4.40M | 0.02% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 72,147 | $4.60M | 0.08% | −584−0.8% | Reduced |
| Brinker Capital Investments, LLC | 72,203 | $4.61M | 0.10% | −4,419−5.8% | Reduced |