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 |
|---|---|---|---|---|---|
| Meyer Handelman Co | 109,852 | $7.01M | 0.32% | +90+0.1% | Added |
| Natixis Advisors, L.P. | 108,077 | $6.89M | 0.03% | −7,194−6.2% | Reduced |
| DnB Asset Management AS | 107,609 | $6.87M | 0.05% | −7,956−6.9% | Reduced |
| Handelsbanken Fonder AB | 107,345 | $6.85M | 0.05% | −41,200−27.7% | Reduced |
| New York Life Investment Management LLC | 107,105 | $6.83M | 0.08% | −2,742−2.5% | Reduced |
| LPL Financial LLC | 105,378 | $6.72M | 0.01% | −1,246−1.2% | Reduced |
| Liontrust Investment Partners LLP | 105,000 | $6.70M | 0.11% | −55,000−34.4% | Reduced |
| Nisa Investment Advisors, LLC | 104,541 | $6.68M | 0.06% | −33,019−24.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 104,498 | $6.67M | 0.08% | +120.0% | Added |
| Standard Life Aberdeen plc | 104,341 | $6.66M | 0.02% | +460.0% | Added |
| State of Alaska, Department of Revenue | 101,573 | $6.48M | 0.09% | −9,160−8.3% | Reduced |
| First Republic Investment Management, Inc. | 101,003 | $6.44M | 0.02% | +2,400+2.4% | Added |
| Broadcrest Asset Management, LLC | 100,000 | $6.38M | 7.29% | −100,000−50.0% | Reduced |
| Nomura Asset Management Co Ltd | 99,506 | $6.35M | 0.04% | −1,234−1.2% | Reduced |
| Nordea Investment Management AB | 98,100 | $6.32M | 0.01% | +984+1.0% | Added |
| Greenwood Gearhart Inc | 97,193 | $6.20M | 0.98% | +4,863+5.3% | Added |
| Schwartz Investment Counsel Inc | 97,000 | $6.19M | 0.32% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 96,729 | $6.17M | 0.01% | +1,047+1.1% | Added |
| Calamos Advisors LLC | 96,349 | $6.15M | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 95,198 | $6.07M | 0.03% | −3,525−3.6% | Reduced |
| Bahl & Gaynor Inc | 93,551 | $5.97M | 0.04% | −3,562−3.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 90,710 | $5.79M | 0.13% | +3,112+3.6% | Added |
| Pictet & Cie (Europe) SA | 90,656 | $5.78M | 0.28% | −183,285−66.9% | Reduced |
| EFG Asset Management (Americas) Corp. | 88,218 | $5.65M | 1.43% | −4,678−5.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 84,850 | $5.41M | 0.01% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 84,590 | $5.40M | 0.15% | −5,038−5.6% | Reduced |
| Allied Investment Advisors, LLC | 83,327 | $5.32M | 1.98% | +2,989+3.7% | Added |
| Keybank National Association | 82,407 | $5.26M | 0.03% | −2,873−3.4% | Reduced |
| Forsta Ap-Fonden | 82,100 | $5.24M | 0.06% | −12,400−13.1% | Reduced |
| Gofen & Glossberg LLC | 82,083 | $5.24M | 0.15% | +4,045+5.2% | Added |
| Trexquant Investment LP | 81,336 | $5.19M | 0.18% | +17,222+26.9% | Added |
| Osborne Partners Capital Management, LLC | 81,254 | $5.18M | 0.43% | +700+0.9% | Added |
| Verition Fund Management LLC | 81,130 | $5.18M | 0.07% | +27,489+51.2% | Added |
| Janney Montgomery Scott LLC | 79,288 | $5.06M | 0.02% | −571−0.7% | Reduced |
| Lincoln Capital LLC | 79,254 | $5.06M | 1.57% | +2,583+3.4% | Added |
| Kiwi Wealth Investments Limited Partnership | 71,300 | $5.04M | 0.35% | 00.0% | Unchanged |
| Truist Financial Corp | 77,771 | $4.96M | 0.01% | −3,351−4.1% | Reduced |
| USS Investment Management Ltd | 77,091 | $4.92M | 0.08% | −26,138−25.3% | Reduced |
| Westpac Banking Corp | 76,045 | $4.85M | 0.07% | +3,151+4.3% | Added |
| Utah Retirement Systems | 75,852 | $4.84M | 0.08% | +300+0.4% | Added |
| QVIDTVM Management LLC | 75,439 | $4.81M | 3.26% | −148,974−66.4% | Reduced |
| Peapack Gladstone Financial Corp | 75,009 | $4.79M | 0.10% | −387−0.5% | Reduced |
| Windward Capital Management Co | 74,259 | $4.74M | 0.54% | +166+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 73,848 | $4.71M | 0.01% | +5,311+7.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 73,151 | $4.67M | 0.01% | +794+1.1% | Added |
| Brinker Capital Investments, LLC | 72,203 | $4.61M | 0.10% | −4,419−5.8% | Reduced |
| IFM Investors Pty Ltd | 72,147 | $4.60M | 0.08% | −584−0.8% | Reduced |
| State of Tennessee, Treasury Department | 69,012 | $4.40M | 0.02% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 62,024 | $4.38M | 0.06% | 00.0% | Unchanged |
| Delta Asset Management LLC | 66,865 | $4.27M | 0.52% | +839+1.3% | Added |
| Public Employees Retirement Association of Colorado | 66,589 | $4.25M | 0.02% | −152−0.2% | Reduced |
| Gulf International Bank (UK) Ltd | 65,994 | $4.21M | 0.08% | 00.0% | Unchanged |
| ING Groep NV | 65,863 | $4.20M | 0.07% | −13,698−17.2% | Reduced |
| Walleye Trading LLC | 61,982 | $3.95M | 0.13% | +42,551+219.0% | Added |
| Achmea Investment Management B.V. | 61,630 | $3.93M | 0.14% | −12,350−16.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 61,467 | $3.92M | 0.04% | −92−0.1% | Reduced |
| KBC Group NV | 61,278 | $3.91M | 0.02% | +405+0.7% | Added |
| FIL Ltd | 61,047 | $3.90M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 60,918 | $3.89M | 0.06% | −771−1.2% | Reduced |
| Fifth Third Bancorp | 60,298 | $3.85M | 0.02% | −3,234−5.1% | Reduced |
| Texas Permanent School Fund | 58,929 | $3.76M | 0.06% | +3,578+6.5% | Added |
| Okabena Investment Services Inc | 58,835 | $3.75M | 1.81% | −7,455−11.2% | Reduced |
| Comerica Bank | 55,921 | $3.75M | 0.03% | +1,543+2.8% | Added |
| Gotham Asset Management, LLC | 58,420 | $3.73M | 0.11% | −38,666−39.8% | Reduced |
| Mutual of America Capital Management LLC | 58,330 | $3.72M | 0.05% | +551+1.0% | Added |
| ProShare Advisors LLC | 58,163 | $3.71M | 0.01% | −6,855−10.5% | Reduced |
| Varma Mutual Pension Insurance Co | 58,000 | $3.70M | 0.06% | +58,000 | New |
| Sheets Smith Wealth Management | 57,328 | $3.66M | 0.61% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 57,288 | $3.65M | 1.00% | −643−1.1% | Reduced |
| Glenmede Trust Co NA | 55,402 | $3.53M | 0.02% | −12,618−18.6% | Reduced |
| HM Payson & Co | 55,245 | $3.52M | 0.10% | −1,149−2.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 55,222 | $3.52M | 1.12% | −1,344−2.4% | Reduced |
| Diversified Trust Co | 54,331 | $3.47M | 0.16% | −3,041−5.3% | Reduced |
| Millennium Management LLC | 53,618 | $3.42M | 0.00% | −274,807−83.7% | Reduced |
| Graybill Bartz & Assoc Ltd | 53,607 | $3.42M | 2.03% | −210−0.4% | Reduced |
| Rockland Trust Co | 53,382 | $3.41M | 0.24% | −3,216−5.7% | Reduced |
| Amica Mutual Insurance Co | 53,045 | $3.38M | 0.48% | −9,511−15.2% | Reduced |
| Lifeworks Advisors, LLC | 47,867 | $3.38M | 1.92% | +44,610+1,369.7% | Added |
| BTC Capital Management, Inc. | 53,083 | $3.38M | 0.44% | +115+0.2% | Added |
| Fiduciary Trust Co | 51,989 | $3.32M | 0.07% | −1,464−2.7% | Reduced |
| Vontobel Holding Ltd. | 50,476 | $3.22M | 0.04% | +1,015+2.1% | Added |
| Clifford Swan Investment Counsel LLC | 50,277 | $3.21M | 0.15% | +939+1.9% | Added |
| Kanawha Capital Management LLC | 49,722 | $3.17M | 0.35% | −323−0.6% | Reduced |
| Czech National Bank | 48,837 | $3.12M | 0.09% | +48,837 | New |
| Gateway Investment Advisers LLC | 48,222 | $3.08M | 0.04% | −188−0.4% | Reduced |
| Scotia Capital Inc. | 48,166 | $3.07M | 0.02% | −130−0.3% | Reduced |
| Wesleyan Assurance Society | 48,100 | $3.07M | 0.47% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 47,804 | $3.05M | 0.05% | −700−1.4% | Reduced |
| Cohen Capital Management, Inc. | 47,645 | $3.04M | 0.67% | 00.0% | Unchanged |
| Xponance, Inc. | 47,552 | $3.03M | 0.06% | +6,234+15.1% | Added |
| Hartford Investment Management Co | 47,284 | $3.02M | 0.10% | +977+2.1% | Added |
| Regions Financial Corp | 47,077 | $3.00M | 0.03% | −1,913−3.9% | Reduced |
| Aptus Capital Advisors, LLC | 46,195 | $2.95M | 0.09% | −18,691−28.8% | Reduced |
| Captrust Financial Advisors | 45,578 | $2.91M | 0.02% | +14,372+46.1% | Added |
| Public Sector Pension Investment Board | 45,169 | $2.88M | 0.02% | +4,620+11.4% | Added |
| Erste Asset Management GmbH | 44,397 | $2.86M | 0.06% | +1,618+3.8% | Added |
| D. E. Shaw & Co., Inc. | 44,479 | $2.84M | 0.00% | −150,109−77.1% | Reduced |
| Cresset Asset Management, LLC | 44,340 | $2.83M | 0.04% | −440−1.0% | Reduced |
| Mariner, LLC | 43,830 | $2.80M | 0.01% | +2,675+6.5% | Added |
| Quantbot Technologies LP | 42,553 | $2.71M | 0.20% | +42,553 | New |