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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 73,151 | $4.67M | 0.01% | +794+1.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 73,848 | $4.71M | 0.01% | +5,311+7.7% | Added |
| Windward Capital Management Co | 74,259 | $4.74M | 0.54% | +166+0.2% | Added |
| Peapack Gladstone Financial Corp | 75,009 | $4.79M | 0.10% | −387−0.5% | Reduced |
| QVIDTVM Management LLC | 75,439 | $4.81M | 3.26% | −148,974−66.4% | Reduced |
| Utah Retirement Systems | 75,852 | $4.84M | 0.08% | +300+0.4% | Added |
| Westpac Banking Corp | 76,045 | $4.85M | 0.07% | +3,151+4.3% | Added |
| USS Investment Management Ltd | 77,091 | $4.92M | 0.08% | −26,138−25.3% | Reduced |
| Truist Financial Corp | 77,771 | $4.96M | 0.01% | −3,351−4.1% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 71,300 | $5.04M | 0.35% | 00.0% | Unchanged |
| Lincoln Capital LLC | 79,254 | $5.06M | 1.57% | +2,583+3.4% | Added |
| Janney Montgomery Scott LLC | 79,288 | $5.06M | 0.02% | −571−0.7% | Reduced |
| Verition Fund Management LLC | 81,130 | $5.18M | 0.07% | +27,489+51.2% | Added |
| Osborne Partners Capital Management, LLC | 81,254 | $5.18M | 0.43% | +700+0.9% | Added |
| Trexquant Investment LP | 81,336 | $5.19M | 0.18% | +17,222+26.9% | Added |
| Gofen & Glossberg LLC | 82,083 | $5.24M | 0.15% | +4,045+5.2% | Added |
| Forsta Ap-Fonden | 82,100 | $5.24M | 0.06% | −12,400−13.1% | Reduced |
| Keybank National Association | 82,407 | $5.26M | 0.03% | −2,873−3.4% | Reduced |
| Allied Investment Advisors, LLC | 83,327 | $5.32M | 1.98% | +2,989+3.7% | Added |
| Bradley Foster & Sargent Inc | 84,590 | $5.40M | 0.15% | −5,038−5.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 84,850 | $5.41M | 0.01% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 88,218 | $5.65M | 1.43% | −4,678−5.0% | Reduced |
| Pictet & Cie (Europe) SA | 90,656 | $5.78M | 0.28% | −183,285−66.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 90,710 | $5.79M | 0.13% | +3,112+3.6% | Added |
| Bahl & Gaynor Inc | 93,551 | $5.97M | 0.04% | −3,562−3.7% | Reduced |
| First Manhattan Co | 95,198 | $6.07M | 0.03% | −3,525−3.6% | Reduced |
| Calamos Advisors LLC | 96,349 | $6.15M | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 96,729 | $6.17M | 0.01% | +1,047+1.1% | Added |
| Schwartz Investment Counsel Inc | 97,000 | $6.19M | 0.32% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 97,193 | $6.20M | 0.98% | +4,863+5.3% | Added |
| Nordea Investment Management AB | 98,100 | $6.32M | 0.01% | +984+1.0% | Added |
| Nomura Asset Management Co Ltd | 99,506 | $6.35M | 0.04% | −1,234−1.2% | Reduced |
| Broadcrest Asset Management, LLC | 100,000 | $6.38M | 7.29% | −100,000−50.0% | Reduced |
| First Republic Investment Management, Inc. | 101,003 | $6.44M | 0.02% | +2,400+2.4% | Added |
| State of Alaska, Department of Revenue | 101,573 | $6.48M | 0.09% | −9,160−8.3% | Reduced |
| Standard Life Aberdeen plc | 104,341 | $6.66M | 0.02% | +460.0% | Added |
| Federation des caisses Desjardins du Quebec | 104,498 | $6.67M | 0.08% | +120.0% | Added |
| Nisa Investment Advisors, LLC | 104,541 | $6.68M | 0.06% | −33,019−24.0% | Reduced |
| Liontrust Investment Partners LLP | 105,000 | $6.70M | 0.11% | −55,000−34.4% | Reduced |
| LPL Financial LLC | 105,378 | $6.72M | 0.01% | −1,246−1.2% | Reduced |
| New York Life Investment Management LLC | 107,105 | $6.83M | 0.08% | −2,742−2.5% | Reduced |
| Handelsbanken Fonder AB | 107,345 | $6.85M | 0.05% | −41,200−27.7% | Reduced |
| DnB Asset Management AS | 107,609 | $6.87M | 0.05% | −7,956−6.9% | Reduced |
| Natixis Advisors, L.P. | 108,077 | $6.89M | 0.03% | −7,194−6.2% | Reduced |
| Meyer Handelman Co | 109,852 | $7.01M | 0.32% | +90+0.1% | Added |
| Evoke Wealth, LLC | 110,249 | $7.03M | 0.28% | −13,845−11.2% | Reduced |
| CIBC Asset Management Inc | 110,406 | $7.04M | 0.03% | +3,255+3.0% | Added |
| Amalgamated Bank | 111,633 | $7.12M | 0.07% | +826+0.7% | Added |
| State of Michigan Retirement System | 113,707 | $7.25M | 0.05% | −300−0.3% | Reduced |
| MetLife Investment Management | 113,740 | $7.26M | 0.06% | −2,274−2.0% | Reduced |
| Copeland Capital Management, LLC | 113,816 | $7.26M | 0.24% | −4,850−4.1% | Reduced |
| Altrinsic Global Advisors LLC | 114,462 | $7.30M | 0.34% | −17,974−13.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 114,627 | $7.31M | 0.12% | −2,516−2.1% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $7.31M | 0.11% | 00.0% | Unchanged |
| Churchill Management Corp | 114,778 | $7.32M | 0.20% | −1,777−1.5% | Reduced |
| Arizona State Retirement System | 114,926 | $7.33M | 0.08% | −1,661−1.4% | Reduced |
| Prospector Partners LLC | 116,915 | $7.46M | 1.14% | +12,150+11.6% | Added |
| Commerce Bank | 121,084 | $7.72M | 0.07% | −445−0.4% | Reduced |
| Stifel Financial Corp | 121,212 | $7.73M | 0.01% | −3,171−2.5% | Reduced |
| Anchor Capital Advisors LLC | 123,597 | $7.88M | 0.22% | −10,175−7.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 125,307 | $8.00M | 0.05% | +20,230+19.3% | Added |
| Tudor Investment Corp Et Al | 127,499 | $8.13M | 0.20% | 00.0% | Unchanged |
| American International Group, Inc. | 128,800 | $8.22M | 0.06% | −3,454−2.6% | Reduced |
| Tiaa, FSB | 130,507 | $8.33M | 0.04% | +112,663+631.4% | Added |
| Two Sigma Investments, LP | 130,548 | $8.33M | 0.03% | −285,008−68.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 131,257 | $8.37M | 1.53% | +4,791+3.8% | Added |
| Twinbeech Capital LP | 131,729 | $8.40M | 0.22% | +126,133+2,254.0% | Added |
| Andra AP-fonden | 133,100 | $8.49M | 0.28% | −40,700−23.4% | Reduced |
| PGGM Investments | 136,541 | $8.71M | 0.15% | +136,541 | New |
| DekaBank Deutsche Girozentrale | 137,884 | $8.85M | 0.03% | −67,424−32.8% | Reduced |
| Franklin Resources Inc | 138,804 | $8.86M | 0.00% | −3,433−2.4% | Reduced |
| Retirement Systems of Alabama | 139,578 | $8.90M | 0.04% | −583−0.4% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 140,845 | $8.99M | 0.63% | −102,375−42.1% | Reduced |
| Ensign Peak Advisors, Inc | 142,017 | $9.06M | 0.02% | +19,360+15.8% | Added |
| Allspring Global Investments Holdings, LLC | 143,376 | $9.15M | 0.02% | −29,930−17.3% | Reduced |
| United Capital Financial Advisers, LLC | 150,530 | $9.60M | 0.06% | −1,612−1.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 151,532 | $9.67M | 0.08% | −58,346−27.8% | Reduced |
| TD Asset Management Inc | 149,947 | $9.67M | 0.01% | +4,065+2.8% | Added |
| AXA S.A. | 151,686 | $9.68M | 0.04% | +38,496+34.0% | Added |
| MUFG Americas Holdings Corp | 151,788 | $9.68M | 0.24% | −4,369−2.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 151,927 | $9.69M | 0.03% | +4,061+2.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 152,806 | $9.75M | 0.07% | +15,836+11.6% | Added |
| US Bancorp | 156,184 | $9.96M | 0.02% | −3,832−2.4% | Reduced |
| Royal London Asset Management Ltd | 156,971 | $10.0M | 0.05% | 00.0% | Unchanged |
| Alphinity Investment Management Pty Ltd | 158,250 | $10.1M | 0.32% | −26,425−14.3% | Reduced |
| Commonwealth Equity Services, LLC | 158,495 | $10.1M | 0.03% | +9,142+6.1% | Added |
| Storebrand Asset Management AS | 161,438 | $10.3M | 0.06% | +2,756+1.7% | Added |
| Creative Planning | 166,103 | $10.6M | 0.02% | −1,096−0.7% | Reduced |
| CIBC World Markets Corp | 167,826 | $10.7M | 0.15% | −23,139−12.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 170,734 | $10.9M | 0.52% | −28,489−14.3% | Reduced |
| Asset Management One Co.,Ltd. | 173,458 | $11.1M | 0.06% | −1,187−0.7% | Reduced |
| Swedbank AB | 174,017 | $11.1M | 0.03% | +2,900+1.7% | Added |
| M&T Bank Corp | 174,764 | $11.2M | 0.05% | +8,762+5.3% | Added |
| Equitable Trust Co | 181,879 | $11.6M | 0.97% | +69,852+62.4% | Added |
| Davidson Investment Advisors | 182,609 | $11.7M | 0.98% | +6,407+3.6% | Added |
| Teacher Retirement System of Texas | 185,668 | $11.8M | 0.09% | −62,750−25.3% | Reduced |
| ExodusPoint Capital Management, LP | 190,072 | $12.1M | 0.17% | −107,928−36.2% | Reduced |
| Illinois Municipal Retirement Fund | 192,592 | $12.3M | 0.30% | +20,742+12.1% | Added |
| Toronto Dominion Bank | 202,629 | $12.9M | 0.02% | −6,456−3.1% | Reduced |
| Canada Pension Plan Investment Board | 204,113 | $13.0M | 0.02% | −44,540−17.9% | Reduced |