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, Q4 2022
Institutional positions in Otis Worldwide Corp as of Dec 31, 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
- 1,106
- +84 vs. Q3 2022
- Shares held
- 355.0M
- +528.8K (+0.1%) vs. Q3 2022
- Total value
- $27.8B
- +$5.21B (+23.1%) vs. Q3 2022
- New holders
- 159
- 300 more added
- Sold out
- 75
- 433 more reduced
23 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 39,713,309 | $3.11B | 0.08% | +18,6870.0% | Added |
| BlackRock Inc. | 35,205,624 | $2.76B | 0.09% | +184,288+0.5% | Added |
| State Street Corp | 15,950,278 | $1.25B | 0.07% | −6,0040.0% | Reduced |
| Morgan Stanley | 13,210,697 | $1.03B | 0.12% | +681,992+5.4% | Added |
| Geode Capital Management, LLC | 9,826,431 | $769.1M | 0.11% | +100,079+1.0% | Added |
| Fiera Capital Corp | 9,328,569 | $730.5M | 2.27% | −515,811−5.2% | Reduced |
| Alliancebernstein L.P. | 9,105,845 | $713.1M | 0.32% | −531,454−5.5% | Reduced |
| Massachusetts Financial Services Co | 8,316,406 | $651.3M | 0.23% | −416,268−4.8% | Reduced |
| Capital Research Global Investors | 7,503,914 | $587.6M | 0.18% | +1,351,035+22.0% | Added |
| Invesco Ltd. | 6,687,964 | $523.7M | 0.15% | +1,543,386+30.0% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 6,280,677 | $491.8M | 2.25% | −5,201−0.1% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 5,979,194 | $468.2M | 13.42% | +1,151,244+23.8% | Added |
| Boston Partners | 5,398,210 | $423.8M | 0.57% | −751,852−12.2% | Reduced |
| Wellington Management Group LLP | 5,225,931 | $409.2M | 0.08% | −54,906−1.0% | Reduced |
| Dodge & Cox | 5,223,222 | $409.0M | 0.28% | −33,400−0.6% | Reduced |
| Bank of America Corp | 4,730,094 | $370.4M | 0.05% | +149,695+3.3% | Added |
| Norges Bank | 4,724,974 | $370.0M | 0.09% | +772,970+19.6% | Added |
| Northern Trust Corp | 4,621,940 | $361.9M | 0.08% | −40,725−0.9% | Reduced |
| JPMorgan Chase & Co | 4,312,013 | $337.7M | 0.05% | −262,973−5.7% | Reduced |
| Bank of New York Mellon Corp | 4,101,900 | $321.2M | 0.07% | −8,544−0.2% | Reduced |
| FMR LLC | 3,978,187 | $311.5M | 0.03% | −194,386−4.7% | Reduced |
| Lazard Asset Management LLC | 3,423,992 | $268.1M | 0.37% | −361,701−9.6% | Reduced |
| CIBC Private Wealth Group, LLC | 3,535,363 | $261.3M | 0.88% | +146,726+4.3% | Added |
| Parnassus Investments | 3,319,482 | $259.9M | 0.65% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,302,581 | $258.6M | 1.38% | +427,177+14.9% | Added |
| Price T Rowe Associates Inc | 3,288,933 | $257.6M | 0.04% | +60,974+1.9% | Added |
| Sarasin & Partners LLP | 3,011,640 | $235.8M | 3.09% | −547,146−15.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,968,527 | $234.9M | 0.64% | +182,051+6.5% | Added |
| Legal & General Group Plc | 2,911,720 | $228.0M | 0.09% | −163,426−5.3% | Reduced |
| Ako Capital LLP | 2,826,444 | $221.3M | 3.58% | −105,512−3.6% | Reduced |
| Dimensional Fund Advisors LP | 2,697,446 | $211.2M | 0.07% | +12,773+0.5% | Added |
| Vontobel Asset Management Inc | 2,244,191 | $188.5M | 1.50% | −147,322−6.2% | Reduced |
| Brown Advisory Inc | 2,365,540 | $185.2M | 0.34% | +6,364+0.3% | Added |
| Deccan Value Investors L.P. | 2,360,102 | $184.8M | 20.03% | −39,756−1.7% | Reduced |
| UBS Asset Management Americas Inc | 2,329,206 | $182.4M | 0.10% | +92,018+4.1% | Added |
| London Co of Virginia | 2,245,609 | $175.9M | 1.04% | −31,873−1.4% | Reduced |
| Menora Mivtachim Holdings Ltd. | 2,224,176 | $174.2M | 2.93% | +56,775+2.6% | Added |
| Omers Administration Corp | 2,177,048 | $170.5M | 2.73% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 2,110,947 | $165.3M | 0.05% | +29,001+1.4% | Added |
| Citadel Advisors LLC | 2,105,420 | $164.9M | 0.19% | +1,650,949+363.3% | Added |
| Credit Suisse AG | 2,021,302 | $158.3M | 0.17% | −90,905−4.3% | Reduced |
| Gates Capital Management, Inc. | 1,987,622 | $155.7M | 5.93% | −234,000−10.5% | Reduced |
| Goldman Sachs Group Inc | 1,986,996 | $155.6M | 0.04% | −1,095,330−35.5% | Reduced |
| Putnam Investments LLC | 1,910,954 | $149.6M | 0.26% | +805,348+72.8% | Added |
| Los Angeles Capital Management LLC | 1,843,837 | $144.4M | 0.70% | +89,034+5.1% | Added |
| Swiss National Bank | 1,708,343 | $133.8M | 0.10% | −123,714−6.8% | Reduced |
| Manufacturers Life Insurance Company, The | 1,688,408 | $132.2M | 0.08% | +228,880+15.7% | Added |
| State of Wisconsin Investment Board | 1,663,461 | $130.3M | 0.42% | −90,848−5.2% | Reduced |
| Fundsmith Investment Services Ltd. | 1,627,368 | $127.4M | 2.12% | +14,681+0.9% | Added |
| Primecap Management Co | 1,626,841 | $127.4M | 0.12% | −19,090−1.2% | Reduced |
| Nuveen Asset Management, LLC | 1,532,126 | $120.0M | 0.05% | −444,248−22.5% | Reduced |
| Clearbridge Investments, LLC | 1,514,634 | $118.6M | 0.12% | −1,154,065−43.2% | Reduced |
| Two Sigma Advisers, LP | 1,506,200 | $118.0M | 0.33% | −113,200−7.0% | Reduced |
| Guinness Asset Management LTD | 1,440,195 | $112.8M | 3.17% | +162,506+12.7% | Added |
| Pictet Asset Management SA | 1,376,605 | $107.8M | 0.16% | +96,541+7.5% | Added |
| Schroder Investment Management Group | 1,364,991 | $106.9M | 0.17% | −367,329−21.2% | Reduced |
| Amundi | 1,277,318 | $104.6M | 0.06% | −474,226−27.1% | Reduced |
| Suvretta Capital Management, LLC | 1,297,480 | $101.6M | 4.27% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,233,874 | $96.6M | 0.06% | −182,473−12.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,212,899 | $95.0M | 0.08% | −80,071−6.2% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,181,294 | $90.8M | 3.29% | −50,380−4.1% | Reduced |
| Jennison Associates LLC | 1,152,872 | $90.3M | 0.09% | −149,122−11.5% | Reduced |
| Fisher Asset Management, LLC | 1,102,344 | $86.3M | 0.06% | +99,323+9.9% | Added |
| Neuberger Berman Group LLC | 987,326 | $77.4M | 0.08% | +11,734+1.2% | Added |
| Balyasny Asset Management LLC | 930,065 | $72.8M | 0.26% | −117,148−11.2% | Reduced |
| California Public Employees Retirement System | 915,205 | $71.7M | 0.06% | −52,714−5.4% | Reduced |
| Pensioenfonds Rail & Ov | 950,634 | $69.8M | 3.10% | −94,966−9.1% | Reduced |
| Russell Investments Group, Ltd. | 860,212 | $67.5M | 0.14% | −1,836−0.2% | Reduced |
| Nissay Asset Management Corp | 839,758 | $65.8M | 0.63% | +374,328+80.4% | Added |
| HighTower Advisors, LLC | 825,616 | $64.7M | 0.15% | +159,381+23.9% | Added |
| Fayez Sarofim & Co | 822,986 | $64.4M | 0.24% | +572+0.1% | Added |
| Rhumbline Advisers | 822,427 | $64.4M | 0.09% | +33,676+4.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 818,935 | $64.1M | 0.23% | +456,734+126.1% | Added |
| Aviva PLC | 804,508 | $63.0M | 0.31% | +120,700+17.7% | Added |
| Royal Bank of Canada | 793,762 | $62.2M | 0.02% | +21,852+2.8% | Added |
| Wells Fargo & Company | 780,954 | $61.2M | 0.02% | −37,029−4.5% | Reduced |
| Macquarie Group Ltd | 712,963 | $55.9M | 0.07% | −32,871−4.4% | Reduced |
| Renaissance Technologies LLC | 713,600 | $55.9M | 0.08% | −733,900−50.7% | Reduced |
| California State Teachers Retirement System | 707,336 | $55.4M | 0.09% | +2,653+0.4% | Added |
| American Century Companies Inc | 677,289 | $53.0M | 0.04% | +95,466+16.4% | Added |
| Artisan Partners Limited Partnership | 654,726 | $51.3M | 0.09% | −51,636−7.3% | Reduced |
| Railway Pension Investments Ltd | 641,700 | $50.3M | 0.50% | +22,400+3.6% | Added |
| Caisse de Depot Et Placement du Quebec | 570,055 | $44.6M | 0.14% | −869,300−60.4% | Reduced |
| Ameriprise Financial Inc | 569,774 | $44.6M | 0.02% | −631,478−52.6% | Reduced |
| National Pension Service | 563,807 | $44.2M | 0.09% | +17,083+3.1% | Added |
| The PNC Financial Services Group, Inc. | 553,199 | $43.3M | 0.04% | −18,215−3.2% | Reduced |
| Antipodes Partners Ltd | 545,051 | $42.7M | 1.53% | −227,292−29.4% | Reduced |
| Point72 Asset Management, L.P. | 539,064 | $42.2M | 0.16% | +539,064 | New |
| New York State Common Retirement Fund | 525,199 | $41.1M | 0.06% | +6,800+1.3% | Added |
| Principal Financial Group Inc | 510,692 | $40.0M | 0.03% | −27,977−5.2% | Reduced |
| HSBC Holdings PLC | 510,807 | $39.9M | 0.05% | +17,738+3.6% | Added |
| Janus Henderson Group PLC | 477,773 | $37.4M | 0.03% | −432,275−47.5% | Reduced |
| State Board of Administration of Florida Retirement System | 477,478 | $37.4M | 0.09% | −14,580−3.0% | Reduced |
| UBS Group AG | 461,960 | $36.2M | 0.02% | +194,704+72.9% | Added |
| Barclays PLC | 455,150 | $35.6M | 0.03% | +152,650+50.5% | Added |
| Bank of Montreal | 448,372 | $35.6M | 0.03% | +198,217+79.2% | Added |
| New York State Teachers Retirement System | 449,915 | $35.2M | 0.09% | −8,330−1.8% | Reduced |
| Candriam Luxembourg S.C.A. | 444,718 | $34.8M | 0.23% | −91,822−17.1% | Reduced |
| Voya Investment Management LLC | 443,956 | $34.8M | 0.04% | +129,351+41.1% | Added |
| Great West Life Assurance Co | 427,925 | $33.7M | 0.09% | −32,633−7.1% | Reduced |