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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 42,001 | $2.68M | 0.12% | −557−1.3% | Reduced |
| AlphaCrest Capital Management LLC | 41,689 | $2.66M | 0.16% | −1,949−4.5% | Reduced |
| British Columbia Investment Management Corp | 41,654 | $2.66M | 0.03% | −7,638−15.5% | Reduced |
| Tower Research Capital LLC (TRC) | 41,436 | $2.64M | 0.04% | +13,028+45.9% | Added |
| MML Investors Services, LLC | 40,976 | $2.61M | 0.02% | +3,374+9.0% | Added |
| 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 |
| Susquehanna International Group, LLP | 40,320 | $2.57M | 0.01% | −34,817−46.3% | Reduced |
| Cacti Asset Management LLC | 40,050 | $2.56M | 0.26% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 39,332 | $2.51M | 0.22% | −4,369−10.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 38,927 | $2.48M | 0.03% | +38,927 | New |
| Ethic Inc. | 38,622 | $2.46M | 0.17% | +415+1.1% | Added |
| Mercer Global Advisors Inc | 38,219 | $2.44M | 0.01% | −3,403−8.2% | Reduced |
| William Allan, LLC | 37,131 | $2.37M | 2.19% | +59+0.2% | Added |
| Baird Financial Group, Inc. | 36,866 | $2.35M | 0.01% | −3,970−9.7% | Reduced |
| Echo Street Capital Management LLC | 36,779 | $2.35M | 0.02% | −14,031−27.6% | Reduced |
| Wesbanco Bank Inc | 36,577 | $2.33M | 0.16% | −1,320−3.5% | Reduced |
| Chartwell Investment Partners, LLC | 36,378 | $2.32M | 0.10% | +2,230+6.5% | Added |
| Sandy Spring Bank | 36,268 | $2.31M | 0.15% | −729−2.0% | Reduced |
| Ingalls & Snyder LLC | 36,093 | $2.30M | 0.13% | −2,818−7.2% | Reduced |
| Financial Advisors Network, Inc. | 35,626 | $2.27M | 0.67% | +44+0.1% | Added |
| Greenleaf Trust | 35,563 | $2.27M | 0.03% | +29,166+455.9% | Added |
| Securian Asset Management, Inc | 34,653 | $2.21M | 0.07% | −100−0.3% | Reduced |
| Sandbar Asset Management LLP | 34,144 | $2.18M | 1.32% | −39,462−53.6% | Reduced |
| Rockefeller Capital Management L.P. | 33,471 | $2.13M | 0.01% | −42,734−56.1% | Reduced |
| Kentucky Retirement Systems | 32,895 | $2.10M | 0.09% | +1,516+4.8% | Added |
| Tocqueville Asset Management L.P. | 32,354 | $2.06M | 0.04% | −100,377−75.6% | Reduced |
| 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 |
| Engineers Gate Manager LP | 32,038 | $2.04M | 0.13% | +8,169+34.2% | Added |
| Elo Mutual Pension Insurance Co | 31,839 | $2.03M | 0.08% | −1,659−5.0% | Reduced |
| Teza Capital Management LLC | 31,582 | $2.02M | 0.42% | +28,070+799.3% | Added |
| Norinchukin Bank, The | 31,511 | $2.01M | 0.04% | +3,271+11.6% | Added |
| Shell Asset Management Co | 31,416 | $2.00M | 0.08% | −7,921−20.1% | Reduced |
| Cohen Klingenstein LLC | 31,307 | $2.00M | 0.11% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 31,200 | $1.99M | 0.64% | 00.0% | Unchanged |
| Seeyond | 31,204 | $1.99M | 0.24% | +30,032+2,562.5% | Added |
| AMG National Trust Bank | 31,101 | $1.98M | 0.07% | +1,496+5.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 30,370 | $1.94M | 0.05% | −10,000−24.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,289 | $1.93M | 0.04% | +517+1.7% | Added |
| Brown Brothers Harriman & Co | 29,925 | $1.91M | 0.02% | −1,368−4.4% | Reduced |
| M Holdings Securities, Inc. | 29,691 | $1.89M | 0.21% | +7,680+34.9% | Added |
| Close Asset Management Ltd | 29,254 | $1.87M | 0.11% | −172−0.6% | Reduced |
| Tufton Capital Management | 29,185 | $1.86M | 0.45% | −8,100−21.7% | Reduced |
| Canandaigua National Corp | 28,913 | $1.84M | 0.33% | +10,652+58.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,910 | $1.84M | 0.01% | +344+1.2% | Added |
| Seascape Capital Management | 28,596 | $1.82M | 1.25% | +243+0.9% | Added |
| Capstone Investment Advisors, LLC | 28,532 | $1.82M | 0.04% | +25,947+1,003.8% | Added |
| Daiwa Securities Group Inc. | 28,114 | $1.79M | 0.01% | +803+2.9% | Added |
| Heritage Investors Management Corp | 28,016 | $1.79M | 0.09% | −153−0.5% | Reduced |
| Evercore Wealth Management, LLC | 27,912 | $1.78M | 0.04% | −131−0.5% | Reduced |
| Louisiana State Employees Retirement System | 26,900 | $1.72M | 0.05% | +100+0.4% | Added |
| Silvercrest Asset Management Group LLC | 26,847 | $1.71M | 0.01% | −348−1.3% | Reduced |
| HighTower Trust Services, LTA | 26,824 | $1.71M | 0.19% | +1,275+5.0% | Added |
| Private Advisor Group, LLC | 26,766 | $1.71M | 0.02% | −7,491−21.9% | Reduced |
| Corient Capital Partners, LLC | 23,775 | $1.68M | 0.13% | +2,518+11.8% | Added |
| Hantz Financial Services, Inc. | 26,123 | $1.67M | 0.06% | +27+0.1% | Added |
| Moody Lynn & Lieberson, LLC | 25,997 | $1.66M | 0.16% | −1,877−6.7% | Reduced |
| LGT Group Foundation | 25,942 | $1.66M | 0.06% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 25,935 | $1.66M | 0.01% | 00.0% | Unchanged |
| Natixis | 25,879 | $1.65M | 0.01% | −9,731−27.3% | Reduced |
| Huntington National Bank | 25,576 | $1.63M | 0.02% | −3,476−12.0% | Reduced |
| JB Capital LLC | 25,477 | $1.63M | 0.18% | −122−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 25,045 | $1.60M | 0.04% | −4,124−14.1% | Reduced |
| Metropolitan Life Insurance Co | 24,662 | $1.57M | 0.07% | −446−1.8% | Reduced |
| Middleton & Co Inc | 24,418 | $1.56M | 0.24% | −27,713−53.2% | Reduced |
| Liberty Capital Management, Inc. | 24,405 | $1.56M | 0.58% | +519+2.2% | Added |
| Occudo Quantitative Strategies LP | 23,449 | $1.50M | 0.12% | −5,216−18.2% | Reduced |
| Pearl River Capital, LLC | 23,303 | $1.49M | 0.28% | +23,303 | New |
| Dynamic Technology Lab Private Ltd | 23,157 | $1.48M | 0.15% | +23,157 | New |
| J.P. Marvel Investment Advisors, LLC | 23,139 | $1.48M | 0.38% | −211−0.9% | Reduced |
| Allstate Corp | 23,061 | $1.47M | 0.04% | +5,702+32.8% | Added |
| Hartford Financial Management Inc. | 22,558 | $1.44M | 0.42% | −964−4.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,500 | $1.44M | 1.11% | −8,000−26.2% | Reduced |
| Desjardins Global Asset Management Inc. | 22,328 | $1.43M | 0.18% | −3,661−14.1% | Reduced |
| PFS Investments Inc. | 21,972 | $1.40M | 0.03% | +1,562+7.7% | Added |
| Cubist Systematic Strategies, LLC | 21,684 | $1.38M | 0.01% | −40,509−65.1% | Reduced |
| New Mexico Educational Retirement Board | 21,608 | $1.38M | 0.07% | −1,900−8.1% | Reduced |
| Vestcor Inc | 21,425 | $1.37M | 0.05% | +72+0.3% | Added |
| YHB Investment Advisors, Inc. | 21,385 | $1.36M | 0.15% | −459−2.1% | Reduced |
| Dearborn Partners LLC | 21,126 | $1.35M | 0.06% | +21,126 | New |
| Boston Financial Mangement LLC | 20,628 | $1.32M | 0.06% | +15,352+291.0% | Added |
| Pendal Group Limited | 20,440 | $1.30M | 0.01% | −4,633−18.5% | Reduced |
| Telos Capital Management, Inc. | 20,441 | $1.30M | 0.21% | −734−3.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,237 | $1.29M | 0.02% | −596−2.9% | Reduced |
| Pacer Advisors, Inc. | 20,228 | $1.29M | 0.01% | +19,555+2,905.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 20,000 | $1.28M | 0.03% | −76,324−79.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,950 | $1.27M | 0.05% | +2,201+12.4% | Added |
| Kestra Advisory Services, LLC | 19,688 | $1.26M | 0.01% | −2,188−10.0% | Reduced |
| Jefferies Group LLC | 19,300 | $1.23M | 0.04% | −24,279−55.7% | Reduced |
| Alps Advisors Inc | 19,146 | $1.22M | 0.01% | +19,146 | New |
| Holowesko Partners Ltd. | 19,000 | $1.21M | 0.68% | 00.0% | Unchanged |
| Everence Capital Management Inc | 18,890 | $1.21M | 0.11% | +4,950+35.5% | Added |
| Veritable, L.P. | 18,275 | $1.17M | 0.02% | −306−1.6% | Reduced |
| PEAK6 Investments LLC | 18,102 | $1.16M | 0.04% | +11,053+156.8% | Added |
| E. Ohman J:or Asset Management AB | 18,000 | $1.15M | 0.05% | −2,100−10.4% | Reduced |
| Thrivent Financial for Lutherans | 17,924 | $1.14M | 0.00% | −18−0.1% | Reduced |
| TBH Global Asset Management, LLC | 17,719 | $1.13M | 0.29% | −474−2.6% | Reduced |
| CTC Capital Management, LLC | 17,700 | $1.13M | 0.93% | +1,300+7.9% | Added |
| Tredje AP-fonden | 17,551 | $1.12M | 0.02% | −19,927−53.2% | Reduced |