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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 369,500 | $28.9M | 0.03% | −92,109−20.0% | Reduced |
| Victory Capital Management Inc | 392,001 | $30.7M | 0.04% | +42,101+12.0% | Added |
| Rathbone Brothers plc | 398,093 | $31.2M | 0.35% | +11,298+2.9% | Added |
| Impax Asset Management Group plc | 423,224 | $33.1M | 0.15% | −16,598−3.8% | Reduced |
| Banque Pictet & Cie SA | 427,960 | $33.5M | 0.35% | −3,859−0.9% | Reduced |
| Great West Life Assurance Co | 427,925 | $33.7M | 0.09% | −32,633−7.1% | Reduced |
| Voya Investment Management LLC | 443,956 | $34.8M | 0.04% | +129,351+41.1% | Added |
| Candriam Luxembourg S.C.A. | 444,718 | $34.8M | 0.23% | −91,822−17.1% | Reduced |
| New York State Teachers Retirement System | 449,915 | $35.2M | 0.09% | −8,330−1.8% | Reduced |
| Bank of Montreal | 448,372 | $35.6M | 0.03% | +198,217+79.2% | Added |
| Barclays PLC | 455,150 | $35.6M | 0.03% | +152,650+50.5% | Added |
| UBS Group AG | 461,960 | $36.2M | 0.02% | +194,704+72.9% | Added |
| State Board of Administration of Florida Retirement System | 477,478 | $37.4M | 0.09% | −14,580−3.0% | Reduced |
| Janus Henderson Group PLC | 477,773 | $37.4M | 0.03% | −432,275−47.5% | Reduced |
| HSBC Holdings PLC | 510,807 | $39.9M | 0.05% | +17,738+3.6% | Added |
| Principal Financial Group Inc | 510,692 | $40.0M | 0.03% | −27,977−5.2% | Reduced |
| New York State Common Retirement Fund | 525,199 | $41.1M | 0.06% | +6,800+1.3% | Added |
| Point72 Asset Management, L.P. | 539,064 | $42.2M | 0.16% | +539,064 | New |
| Antipodes Partners Ltd | 545,051 | $42.7M | 1.53% | −227,292−29.4% | Reduced |
| The PNC Financial Services Group, Inc. | 553,199 | $43.3M | 0.04% | −18,215−3.2% | Reduced |
| National Pension Service | 563,807 | $44.2M | 0.09% | +17,083+3.1% | Added |
| Ameriprise Financial Inc | 569,774 | $44.6M | 0.02% | −631,478−52.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 570,055 | $44.6M | 0.14% | −869,300−60.4% | Reduced |
| Railway Pension Investments Ltd | 641,700 | $50.3M | 0.50% | +22,400+3.6% | Added |
| Artisan Partners Limited Partnership | 654,726 | $51.3M | 0.09% | −51,636−7.3% | Reduced |
| American Century Companies Inc | 677,289 | $53.0M | 0.04% | +95,466+16.4% | Added |
| California State Teachers Retirement System | 707,336 | $55.4M | 0.09% | +2,653+0.4% | Added |
| Renaissance Technologies LLC | 713,600 | $55.9M | 0.08% | −733,900−50.7% | Reduced |
| Macquarie Group Ltd | 712,963 | $55.9M | 0.07% | −32,871−4.4% | Reduced |
| Wells Fargo & Company | 780,954 | $61.2M | 0.02% | −37,029−4.5% | Reduced |
| Royal Bank of Canada | 793,762 | $62.2M | 0.02% | +21,852+2.8% | Added |
| Aviva PLC | 804,508 | $63.0M | 0.31% | +120,700+17.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 818,935 | $64.1M | 0.23% | +456,734+126.1% | Added |
| Rhumbline Advisers | 822,427 | $64.4M | 0.09% | +33,676+4.3% | Added |
| Fayez Sarofim & Co | 822,986 | $64.4M | 0.24% | +572+0.1% | Added |
| HighTower Advisors, LLC | 825,616 | $64.7M | 0.15% | +159,381+23.9% | Added |
| Nissay Asset Management Corp | 839,758 | $65.8M | 0.63% | +374,328+80.4% | Added |
| Russell Investments Group, Ltd. | 860,212 | $67.5M | 0.14% | −1,836−0.2% | Reduced |
| Pensioenfonds Rail & Ov | 950,634 | $69.8M | 3.10% | −94,966−9.1% | Reduced |
| California Public Employees Retirement System | 915,205 | $71.7M | 0.06% | −52,714−5.4% | Reduced |
| Balyasny Asset Management LLC | 930,065 | $72.8M | 0.26% | −117,148−11.2% | Reduced |
| Neuberger Berman Group LLC | 987,326 | $77.4M | 0.08% | +11,734+1.2% | Added |
| Fisher Asset Management, LLC | 1,102,344 | $86.3M | 0.06% | +99,323+9.9% | Added |
| Jennison Associates LLC | 1,152,872 | $90.3M | 0.09% | −149,122−11.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,181,294 | $90.8M | 3.29% | −50,380−4.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,212,899 | $95.0M | 0.08% | −80,071−6.2% | Reduced |
| Deutsche Bank AG | 1,233,874 | $96.6M | 0.06% | −182,473−12.9% | Reduced |
| Suvretta Capital Management, LLC | 1,297,480 | $101.6M | 4.27% | 00.0% | Unchanged |
| Amundi | 1,277,318 | $104.6M | 0.06% | −474,226−27.1% | Reduced |
| Schroder Investment Management Group | 1,364,991 | $106.9M | 0.17% | −367,329−21.2% | Reduced |
| Pictet Asset Management SA | 1,376,605 | $107.8M | 0.16% | +96,541+7.5% | Added |
| Guinness Asset Management LTD | 1,440,195 | $112.8M | 3.17% | +162,506+12.7% | Added |
| Two Sigma Advisers, LP | 1,506,200 | $118.0M | 0.33% | −113,200−7.0% | Reduced |
| Clearbridge Investments, LLC | 1,514,634 | $118.6M | 0.12% | −1,154,065−43.2% | Reduced |
| Nuveen Asset Management, LLC | 1,532,126 | $120.0M | 0.05% | −444,248−22.5% | Reduced |
| Primecap Management Co | 1,626,841 | $127.4M | 0.12% | −19,090−1.2% | Reduced |
| Fundsmith Investment Services Ltd. | 1,627,368 | $127.4M | 2.12% | +14,681+0.9% | Added |
| State of Wisconsin Investment Board | 1,663,461 | $130.3M | 0.42% | −90,848−5.2% | Reduced |
| Manufacturers Life Insurance Company, The | 1,688,408 | $132.2M | 0.08% | +228,880+15.7% | Added |
| Swiss National Bank | 1,708,343 | $133.8M | 0.10% | −123,714−6.8% | Reduced |
| Los Angeles Capital Management LLC | 1,843,837 | $144.4M | 0.70% | +89,034+5.1% | Added |
| Putnam Investments LLC | 1,910,954 | $149.6M | 0.26% | +805,348+72.8% | Added |
| Goldman Sachs Group Inc | 1,986,996 | $155.6M | 0.04% | −1,095,330−35.5% | Reduced |
| Gates Capital Management, Inc. | 1,987,622 | $155.7M | 5.93% | −234,000−10.5% | Reduced |
| Credit Suisse AG | 2,021,302 | $158.3M | 0.17% | −90,905−4.3% | Reduced |
| Citadel Advisors LLC | 2,105,420 | $164.9M | 0.19% | +1,650,949+363.3% | Added |
| Charles Schwab Investment Management Inc | 2,110,947 | $165.3M | 0.05% | +29,001+1.4% | Added |
| Omers Administration Corp | 2,177,048 | $170.5M | 2.73% | 00.0% | Unchanged |
| Menora Mivtachim Holdings Ltd. | 2,224,176 | $174.2M | 2.93% | +56,775+2.6% | Added |
| London Co of Virginia | 2,245,609 | $175.9M | 1.04% | −31,873−1.4% | Reduced |
| UBS Asset Management Americas Inc | 2,329,206 | $182.4M | 0.10% | +92,018+4.1% | Added |
| Deccan Value Investors L.P. | 2,360,102 | $184.8M | 20.03% | −39,756−1.7% | Reduced |
| Brown Advisory Inc | 2,365,540 | $185.2M | 0.34% | +6,364+0.3% | Added |
| Vontobel Asset Management Inc | 2,244,191 | $188.5M | 1.50% | −147,322−6.2% | Reduced |
| Dimensional Fund Advisors LP | 2,697,446 | $211.2M | 0.07% | +12,773+0.5% | Added |
| Ako Capital LLP | 2,826,444 | $221.3M | 3.58% | −105,512−3.6% | Reduced |
| Legal & General Group Plc | 2,911,720 | $228.0M | 0.09% | −163,426−5.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,968,527 | $234.9M | 0.64% | +182,051+6.5% | Added |
| Sarasin & Partners LLP | 3,011,640 | $235.8M | 3.09% | −547,146−15.4% | Reduced |
| Price T Rowe Associates Inc | 3,288,933 | $257.6M | 0.04% | +60,974+1.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,302,581 | $258.6M | 1.38% | +427,177+14.9% | Added |
| Parnassus Investments | 3,319,482 | $259.9M | 0.65% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,535,363 | $261.3M | 0.88% | +146,726+4.3% | Added |
| Lazard Asset Management LLC | 3,423,992 | $268.1M | 0.37% | −361,701−9.6% | Reduced |
| FMR LLC | 3,978,187 | $311.5M | 0.03% | −194,386−4.7% | Reduced |
| Bank of New York Mellon Corp | 4,101,900 | $321.2M | 0.07% | −8,544−0.2% | Reduced |
| JPMorgan Chase & Co | 4,312,013 | $337.7M | 0.05% | −262,973−5.7% | Reduced |
| Northern Trust Corp | 4,621,940 | $361.9M | 0.08% | −40,725−0.9% | Reduced |
| Norges Bank | 4,724,974 | $370.0M | 0.09% | +772,970+19.6% | Added |
| Bank of America Corp | 4,730,094 | $370.4M | 0.05% | +149,695+3.3% | Added |
| Dodge & Cox | 5,223,222 | $409.0M | 0.28% | −33,400−0.6% | Reduced |
| Wellington Management Group LLP | 5,225,931 | $409.2M | 0.08% | −54,906−1.0% | Reduced |
| Boston Partners | 5,398,210 | $423.8M | 0.57% | −751,852−12.2% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 5,979,194 | $468.2M | 13.42% | +1,151,244+23.8% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 6,280,677 | $491.8M | 2.25% | −5,201−0.1% | Reduced |
| Invesco Ltd. | 6,687,964 | $523.7M | 0.15% | +1,543,386+30.0% | Added |
| Capital Research Global Investors | 7,503,914 | $587.6M | 0.18% | +1,351,035+22.0% | Added |
| Massachusetts Financial Services Co | 8,316,406 | $651.3M | 0.23% | −416,268−4.8% | Reduced |
| Alliancebernstein L.P. | 9,105,845 | $713.1M | 0.32% | −531,454−5.5% | Reduced |
| Fiera Capital Corp | 9,328,569 | $730.5M | 2.27% | −515,811−5.2% | Reduced |