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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 110,966 | $8.69M | 0.17% | +20,256+22.3% | Added |
| Amalgamated Bank | 110,989 | $8.69M | 0.08% | −644−0.6% | Reduced |
| Commerce Bank | 111,759 | $8.75M | 0.07% | −9,325−7.7% | Reduced |
| State of Michigan Retirement System | 113,207 | $8.87M | 0.06% | −500−0.4% | Reduced |
| Anchor Capital Advisors LLC | 113,677 | $8.90M | 0.23% | −9,920−8.0% | Reduced |
| CIBC Asset Management Inc | 113,734 | $8.91M | 0.04% | +3,328+3.0% | Added |
| Arizona State Retirement System | 114,502 | $8.97M | 0.09% | −424−0.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $8.98M | 0.12% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 123,134 | $9.04M | 0.30% | +61,504+99.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 115,520 | $9.05M | 0.05% | −9,787−7.8% | Reduced |
| American International Group, Inc. | 116,165 | $9.10M | 0.06% | −12,635−9.8% | Reduced |
| Natixis Advisors, L.P. | 116,369 | $9.11M | 0.03% | +8,292+7.7% | Added |
| Prospector Partners LLC | 116,915 | $9.16M | 1.26% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 117,454 | $9.20M | 0.03% | +117,454 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 118,681 | $9.29M | 0.14% | +4,054+3.5% | Added |
| Verition Fund Management LLC | 122,246 | $9.57M | 0.19% | +41,116+50.7% | Added |
| Interval Partners, LP | 123,767 | $9.69M | 0.78% | +123,767 | New |
| Canada Pension Plan Investment Board | 124,863 | $9.78M | 0.02% | −79,250−38.8% | Reduced |
| Standard Life Aberdeen plc | 126,052 | $9.87M | 0.03% | +21,711+20.8% | Added |
| Tudor Investment Corp Et Al | 127,499 | $9.98M | 0.25% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 127,788 | $10.0M | 0.06% | +20,443+19.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 130,085 | $10.2M | 0.67% | −10,760−7.6% | Reduced |
| Andra AP-fonden | 132,400 | $10.4M | 0.31% | −700−0.5% | Reduced |
| Retirement Systems of Alabama | 133,458 | $10.5M | 0.05% | −6,120−4.4% | Reduced |
| Pacer Advisors, Inc. | 133,720 | $10.5M | 0.05% | +113,492+561.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 135,274 | $10.6M | 1.68% | +4,017+3.1% | Added |
| Two Sigma Investments, LP | 135,775 | $10.6M | 0.03% | +5,227+4.0% | Added |
| Tiaa, FSB | 139,972 | $11.0M | 0.04% | +9,465+7.3% | Added |
| DekaBank Deutsche Girozentrale | 144,355 | $11.3M | 0.03% | +6,471+4.7% | Added |
| United Capital Financial Advisers, LLC | 145,809 | $11.4M | 0.06% | −4,721−3.1% | Reduced |
| Franklin Resources Inc | 146,252 | $11.5M | 0.01% | +7,448+5.4% | Added |
| TD Asset Management Inc | 151,534 | $11.9M | 0.01% | +1,587+1.1% | Added |
| KBC Group NV | 152,583 | $11.9M | 0.06% | +91,305+149.0% | Added |
| Creative Planning | 154,017 | $12.1M | 0.02% | −12,086−7.3% | Reduced |
| CI Private Wealth, LLC | 157,169 | $12.3M | 0.04% | +157,169 | New |
| Commonwealth Equity Services, LLC | 158,195 | $12.4M | 0.03% | −300−0.2% | Reduced |
| Royal London Asset Management Ltd | 158,243 | $12.4M | 0.06% | +1,272+0.8% | Added |
| Adage Capital Partners GP, L.L.C. | 160,424 | $12.6M | 0.03% | +160,424 | New |
| Storebrand Asset Management AS | 160,583 | $12.6M | 0.07% | −855−0.5% | Reduced |
| Greenland Capital Management LP | 161,656 | $12.7M | 2.32% | +161,656 | New |
| Teacher Retirement System of Texas | 162,533 | $12.7M | 0.09% | −23,135−12.5% | Reduced |
| Forsta Ap-Fonden | 164,900 | $12.9M | 0.15% | +82,800+100.9% | Added |
| Asset Management One Co.,Ltd. | 167,279 | $13.2M | 0.06% | −6,179−3.6% | Reduced |
| M&T Bank Corp | 169,086 | $13.2M | 0.05% | −5,678−3.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 169,088 | $13.2M | 0.57% | −1,646−1.0% | Reduced |
| Assenagon Asset Management S.A. | 170,972 | $13.4M | 0.06% | −41,185−19.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 171,812 | $13.5M | 0.09% | +19,006+12.4% | Added |
| Swedbank AB | 172,817 | $13.5M | 0.03% | −1,200−0.7% | Reduced |
| Nekton Capital Ltd. | 179,529 | $14.1M | 3.17% | +179,529 | New |
| Susquehanna International Group, LLP | 180,378 | $14.1M | 0.03% | +140,058+347.4% | Added |
| Davidson Investment Advisors | 184,075 | $14.4M | 1.12% | +1,466+0.8% | Added |
| Jacobs Levy Equity Management, Inc | 186,181 | $14.6M | 0.10% | +34,649+22.9% | Added |
| CIBC World Markets Corp | 191,976 | $15.0M | 0.10% | +24,150+14.4% | Added |
| SEI Investments Co | 196,485 | $15.4M | 0.03% | −82,070−29.5% | Reduced |
| Alphinity Investment Management Pty Ltd | 199,008 | $15.6M | 0.46% | +40,758+25.8% | Added |
| Treasurer of the State of North Carolina | 201,952 | $15.8M | 0.10% | −9,127−4.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 202,900 | $15.9M | 0.18% | −31,500−13.4% | Reduced |
| Walleye Capital LLC | 204,800 | $16.0M | 0.35% | +204,800 | New |
| Illinois Municipal Retirement Fund | 207,001 | $16.2M | 0.36% | +14,409+7.5% | Added |
| ExodusPoint Capital Management, LP | 207,322 | $16.2M | 0.25% | +17,250+9.1% | Added |
| Woodline Partners LP | 207,553 | $16.3M | 0.22% | +207,553 | New |
| MAI Capital Management | 207,754 | $16.3M | 0.27% | −4,861−2.3% | Reduced |
| Alyeska Investment Group, L.P. | 211,079 | $16.5M | 0.17% | +211,079 | New |
| StonePine Asset Management Inc. | 212,791 | $16.7M | 3.13% | +212,791 | New |
| Allianz Asset Management GmbH | 214,301 | $16.8M | 0.04% | −5,525−2.5% | Reduced |
| Public Employees Retirement System of Ohio | 217,674 | $17.0M | 0.07% | +278+0.1% | Added |
| Intech Investment Management LLC | 217,747 | $17.1M | 0.13% | −141,522−39.4% | Reduced |
| Border to Coast Pensions Partnership Ltd | 223,258 | $17.5M | 0.56% | 00.0% | Unchanged |
| Nordea Investment Management AB | 223,937 | $17.5M | 0.03% | +125,837+128.3% | Added |
| Toronto Dominion Bank | 232,725 | $18.2M | 0.03% | +30,096+14.9% | Added |
| Raymond James & Associates | 236,169 | $18.5M | 0.02% | −61,074−20.5% | Reduced |
| State of New Jersey Common Pension Fund D | 236,674 | $18.5M | 0.07% | −1,712−0.7% | Reduced |
| Pinebridge Investments, L.P. | 238,670 | $18.7M | 0.23% | +23,168+10.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 240,710 | $18.9M | 0.14% | −7,456−3.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 241,675 | $18.9M | 0.08% | −17,723−6.8% | Reduced |
| Rheos Capital Works Inc. | 242,000 | $19.0M | 1.14% | 00.0% | Unchanged |
| Comgest Global Investors S.A.S. | 242,009 | $19.0M | 0.42% | +26,683+12.4% | Added |
| AXA S.A. | 247,616 | $19.4M | 0.07% | +95,930+63.2% | Added |
| Squarepoint Ops LLC | 250,765 | $19.6M | 0.14% | −12,407−4.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 253,002 | $19.8M | 0.17% | +247,105+4,190.4% | Added |
| London & Capital Asset Management Ltd | 258,965 | $20.3M | 1.87% | −26,162−9.2% | Reduced |
| Equitable Trust Co | 259,575 | $20.3M | 1.60% | +77,696+42.7% | Added |
| AustralianSuper Pty Ltd | 268,198 | $21.2M | 0.15% | −1,072−0.4% | Reduced |
| Korea Investment CORP | 275,748 | $21.6M | 0.07% | −17,358−5.9% | Reduced |
| National Bank of Canada | 279,952 | $21.9M | 0.06% | −50,501−15.3% | Reduced |
| AQR Capital Management LLC | 287,321 | $22.5M | 0.05% | −64,924−18.4% | Reduced |
| APG Asset Management N.V. | 287,531 | $22.5M | 0.04% | +10,031+3.6% | Added |
| US Bancorp | 290,102 | $22.7M | 0.04% | +133,918+85.7% | Added |
| Lord, Abbett & Co. LLC | 294,780 | $23.1M | 0.08% | +15,509+5.6% | Added |
| Prio Wealth Limited Partnership | 295,695 | $23.2M | 0.93% | −1,166−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 298,598 | $23.4M | 0.06% | +1,440+0.5% | Added |
| Envestnet Asset Management Inc | 300,053 | $23.5M | 0.01% | +23,692+8.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 309,154 | $24.2M | 0.41% | +17,073+5.8% | Added |
| Welch & Forbes LLC | 310,217 | $24.3M | 0.44% | −3,455−1.1% | Reduced |
| Factory Mutual Insurance Co | 312,800 | $24.5M | 0.37% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 313,130 | $24.5M | 2.08% | −135,790−30.2% | Reduced |
| Citigroup Inc | 360,492 | $28.2M | 0.04% | +51,688+16.7% | Added |
| Abeille Asset Management SA | 501,013 | $28.5M | 1.47% | +47,422+10.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 365,040 | $28.6M | 0.37% | +13,335+3.8% | Added |
| Prudential Financial Inc | 367,614 | $28.8M | 0.05% | +7,332+2.0% | Added |