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 |
|---|---|---|---|---|---|
| Banque Pictet & Cie SA | 431,819 | $27.6M | 0.30% | −19,797−4.4% | Reduced |
| Rathbone Brothers plc | 386,795 | $24.7M | 0.30% | +9,042+2.4% | Added |
| Prudential Financial Inc | 360,282 | $23.1M | 0.04% | −4,862−1.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 362,201 | $23.1M | 0.09% | −78,169−17.8% | Reduced |
| Intech Investment Management LLC | 359,269 | $22.9M | 0.17% | +137,697+62.1% | Added |
| AQR Capital Management LLC | 352,245 | $22.5M | 0.05% | −84,188−19.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 351,705 | $22.4M | 0.32% | −3,492−1.0% | Reduced |
| Victory Capital Management Inc | 349,900 | $22.3M | 0.03% | −31,423−8.2% | Reduced |
| National Bank of Canada | 330,453 | $21.5M | 0.12% | −17,226−5.0% | Reduced |
| Clean Energy Transition LLP | 330,657 | $21.1M | 3.33% | −173,857−34.5% | Reduced |
| Voya Investment Management LLC | 314,605 | $20.1M | 0.02% | +52,182+19.9% | Added |
| Welch & Forbes LLC | 313,672 | $20.0M | 0.39% | −1,302−0.4% | Reduced |
| Jane Street Group, LLC | 312,865 | $20.0M | 0.04% | +175,163+127.2% | Added |
| Factory Mutual Insurance Co | 312,800 | $20.0M | 0.33% | −4,400−1.4% | Reduced |
| Citigroup Inc | 308,804 | $19.7M | 0.03% | +39,026+14.5% | Added |
| Barclays PLC | 302,500 | $19.3M | 0.02% | +34,131+12.7% | Added |
| Qube Research & Technologies Ltd | 302,413 | $19.3M | 0.12% | +302,413 | New |
| Raymond James & Associates | 297,243 | $19.0M | 0.02% | +18,220+6.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 297,158 | $19.0M | 0.05% | −4,162−1.4% | Reduced |
| Prio Wealth Limited Partnership | 296,861 | $18.9M | 0.81% | −689−0.2% | Reduced |
| Korea Investment CORP | 293,106 | $18.7M | 0.06% | −96,832−24.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 292,081 | $18.6M | 0.34% | −4,240−1.4% | Reduced |
| London & Capital Asset Management Ltd | 285,127 | $18.2M | 1.70% | +7,969+2.9% | Added |
| APG Asset Management N.V. | 277,500 | $18.1M | 0.05% | −67,407−19.5% | Reduced |
| Lord, Abbett & Co. LLC | 279,271 | $17.8M | 0.07% | −7,391−2.6% | Reduced |
| SEI Investments Co | 278,555 | $17.8M | 0.04% | +8,792+3.3% | Added |
| Envestnet Asset Management Inc | 276,361 | $17.6M | 0.01% | +4,816+1.8% | Added |
| AustralianSuper Pty Ltd | 269,270 | $17.2M | 0.13% | −33,666−11.1% | Reduced |
| UBS Group AG | 267,256 | $17.1M | 0.01% | −366,161−57.8% | Reduced |
| Squarepoint Ops LLC | 263,172 | $16.8M | 0.15% | +186,138+241.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 259,398 | $16.6M | 0.07% | +1,223+0.5% | Added |
| Bank of Montreal | 250,155 | $16.2M | 0.01% | −51,570−17.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 248,166 | $15.8M | 0.13% | −71,663−22.4% | Reduced |
| Rheos Capital Works Inc. | 242,000 | $15.4M | 1.04% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 238,386 | $15.2M | 0.06% | +2,613+1.1% | Added |
| Mn Services Vermogensbeheer B.V. | 234,400 | $15.0M | 0.16% | −17,100−6.8% | Reduced |
| Border to Coast Pensions Partnership Ltd | 223,258 | $14.2M | 0.46% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 219,826 | $14.0M | 0.03% | −131,060−37.4% | Reduced |
| Public Employees Retirement System of Ohio | 217,396 | $13.9M | 0.06% | +521+0.2% | Added |
| Pinebridge Investments, L.P. | 215,502 | $13.7M | 0.18% | +20,814+10.7% | Added |
| Comgest Global Investors S.A.S. | 215,326 | $13.7M | 0.30% | +12,606+6.2% | Added |
| MAI Capital Management | 212,615 | $13.6M | 0.26% | −504−0.2% | Reduced |
| Assenagon Asset Management S.A. | 212,157 | $13.5M | 0.06% | −801,359−79.1% | Reduced |
| Treasurer of the State of North Carolina | 211,079 | $13.5M | 0.09% | +2,433+1.2% | Added |
| Man Group plc | 208,337 | $13.3M | 0.06% | – | – |
| Canada Pension Plan Investment Board | 204,113 | $13.0M | 0.02% | −44,540−17.9% | Reduced |
| Toronto Dominion Bank | 202,629 | $12.9M | 0.02% | −6,456−3.1% | Reduced |
| Illinois Municipal Retirement Fund | 192,592 | $12.3M | 0.30% | +20,742+12.1% | Added |
| ExodusPoint Capital Management, LP | 190,072 | $12.1M | 0.17% | −107,928−36.2% | Reduced |
| Teacher Retirement System of Texas | 185,668 | $11.8M | 0.09% | −62,750−25.3% | Reduced |
| Davidson Investment Advisors | 182,609 | $11.7M | 0.98% | +6,407+3.6% | Added |
| Equitable Trust Co | 181,879 | $11.6M | 0.97% | +69,852+62.4% | Added |
| M&T Bank Corp | 174,764 | $11.2M | 0.05% | +8,762+5.3% | Added |
| Swedbank AB | 174,017 | $11.1M | 0.03% | +2,900+1.7% | Added |
| Asset Management One Co.,Ltd. | 173,458 | $11.1M | 0.06% | −1,187−0.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 170,734 | $10.9M | 0.52% | −28,489−14.3% | Reduced |
| CIBC World Markets Corp | 167,826 | $10.7M | 0.15% | −23,139−12.1% | Reduced |
| Creative Planning | 166,103 | $10.6M | 0.02% | −1,096−0.7% | Reduced |
| Storebrand Asset Management AS | 161,438 | $10.3M | 0.06% | +2,756+1.7% | Added |
| Commonwealth Equity Services, LLC | 158,495 | $10.1M | 0.03% | +9,142+6.1% | Added |
| Alphinity Investment Management Pty Ltd | 158,250 | $10.1M | 0.32% | −26,425−14.3% | Reduced |
| Royal London Asset Management Ltd | 156,971 | $10.0M | 0.05% | 00.0% | Unchanged |
| US Bancorp | 156,184 | $9.96M | 0.02% | −3,832−2.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 152,806 | $9.75M | 0.07% | +15,836+11.6% | Added |
| Robeco Institutional Asset Management B.V. | 151,927 | $9.69M | 0.03% | +4,061+2.7% | Added |
| MUFG Americas Holdings Corp | 151,788 | $9.68M | 0.24% | −4,369−2.8% | Reduced |
| AXA S.A. | 151,686 | $9.68M | 0.04% | +38,496+34.0% | Added |
| TD Asset Management Inc | 149,947 | $9.67M | 0.01% | +4,065+2.8% | Added |
| Jacobs Levy Equity Management, Inc | 151,532 | $9.67M | 0.08% | −58,346−27.8% | Reduced |
| United Capital Financial Advisers, LLC | 150,530 | $9.60M | 0.06% | −1,612−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 143,376 | $9.15M | 0.02% | −29,930−17.3% | Reduced |
| Ensign Peak Advisors, Inc | 142,017 | $9.06M | 0.02% | +19,360+15.8% | Added |
| Nippon Life Global Investors Americas, Inc. | 140,845 | $8.99M | 0.63% | −102,375−42.1% | Reduced |
| Retirement Systems of Alabama | 139,578 | $8.90M | 0.04% | −583−0.4% | Reduced |
| Franklin Resources Inc | 138,804 | $8.86M | 0.00% | −3,433−2.4% | Reduced |
| DekaBank Deutsche Girozentrale | 137,884 | $8.85M | 0.03% | −67,424−32.8% | Reduced |
| PGGM Investments | 136,541 | $8.71M | 0.15% | +136,541 | New |
| Andra AP-fonden | 133,100 | $8.49M | 0.28% | −40,700−23.4% | Reduced |
| Twinbeech Capital LP | 131,729 | $8.40M | 0.22% | +126,133+2,254.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 131,257 | $8.37M | 1.53% | +4,791+3.8% | Added |
| Two Sigma Investments, LP | 130,548 | $8.33M | 0.03% | −285,008−68.6% | Reduced |
| Tiaa, FSB | 130,507 | $8.33M | 0.04% | +112,663+631.4% | Added |
| American International Group, Inc. | 128,800 | $8.22M | 0.06% | −3,454−2.6% | Reduced |
| Tudor Investment Corp Et Al | 127,499 | $8.13M | 0.20% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 125,307 | $8.00M | 0.05% | +20,230+19.3% | Added |
| Anchor Capital Advisors LLC | 123,597 | $7.88M | 0.22% | −10,175−7.6% | Reduced |
| Stifel Financial Corp | 121,212 | $7.73M | 0.01% | −3,171−2.5% | Reduced |
| Commerce Bank | 121,084 | $7.72M | 0.07% | −445−0.4% | Reduced |
| Prospector Partners LLC | 116,915 | $7.46M | 1.14% | +12,150+11.6% | Added |
| Arizona State Retirement System | 114,926 | $7.33M | 0.08% | −1,661−1.4% | Reduced |
| Churchill Management Corp | 114,778 | $7.32M | 0.20% | −1,777−1.5% | 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 |
| Altrinsic Global Advisors LLC | 114,462 | $7.30M | 0.34% | −17,974−13.6% | Reduced |
| Copeland Capital Management, LLC | 113,816 | $7.26M | 0.24% | −4,850−4.1% | Reduced |
| MetLife Investment Management | 113,740 | $7.26M | 0.06% | −2,274−2.0% | Reduced |
| State of Michigan Retirement System | 113,707 | $7.25M | 0.05% | −300−0.3% | Reduced |
| Amalgamated Bank | 111,633 | $7.12M | 0.07% | +826+0.7% | Added |
| CIBC Asset Management Inc | 110,406 | $7.04M | 0.03% | +3,255+3.0% | Added |
| Evoke Wealth, LLC | 110,249 | $7.03M | 0.28% | −13,845−11.2% | Reduced |