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 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 9,826,431 | $769.1M | 0.11% | +100,079+1.0% | Added |
| Morgan Stanley | 13,210,697 | $1.03B | 0.12% | +681,992+5.4% | Added |
| State Street Corp | 15,950,278 | $1.25B | 0.07% | −6,0040.0% | Reduced |
| BlackRock Inc. | 35,205,624 | $2.76B | 0.09% | +184,288+0.5% | Added |
| Vanguard Group Inc | 39,713,309 | $3.11B | 0.08% | +18,6870.0% | Added |
| Retirement Group, LLC | 18 | – | – | +18 | New |
| Formuepleje A/S | 0 | $0 | 0.00% | −530,481−100.0% | Sold out |
| Clean Energy Transition LLP | 0 | $0 | 0.00% | −330,657−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −302,413−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −151,788−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −131,729−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −114,778−100.0% | Sold out |
| Altrinsic Global Advisors LLC | 0 | $0 | 0.00% | −114,462−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −81,336−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −71,300−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −46,195−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −41,689−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −36,779−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −32,038−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −25,935−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −23,449−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −23,157−100.0% | Sold out |
| PFS Investments Inc. | 0 | $0 | 0.00% | −21,972−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −17,448−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −16,546−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −15,585−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −14,179−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −11,229−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −9,356−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,064−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −7,498−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −5,162−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −6,203−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,677−100.0% | Sold out |
| swisspartners Ltd. | 0 | $0 | 0.00% | −5,593−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −5,371−100.0% | Sold out |
| Westport Asset Management Inc | 0 | $0 | 0.00% | −4,127−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −5,216−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,156−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,982−100.0% | Sold out |
| Bath Savings Trust Co | 0 | $0 | 0.00% | −4,958−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −5,005−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −4,741−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,491−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −4,417−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −4,274−100.0% | Sold out |
| Founders Financial Securities LLC | 0 | $0 | 0.00% | −4,025−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −4,021−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,478−100.0% | Sold out |
| MEMBERS Trust Co | 0 | $0 | 0.00% | −3,461−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −3,401−100.0% | Sold out |
| Lowe Brockenbrough & Co Inc | 0 | $0 | 0.00% | −3,344−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −3,312−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −3,124−100.0% | Sold out |
| Gamble Jones Investment Counsel | 0 | $0 | 0.00% | −2,153−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,871−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −1,478−100.0% | Sold out |
| Ironwood Wealth Management, LLC. | 0 | $0 | 0.00% | −1,323−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,242−100.0% | Sold out |
| Tevis Investment Management | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −853−100.0% | Sold out |
| Oxler Private Wealth LLC | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| West Bancorporation Inc | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| New England Asset Management Inc | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −12,568−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Corient Capital Partners, LLC | – | – | – | – | Not filed |
| Jefferies Group LLC | – | – | – | – | Not filed |
| BTR Capital Management Inc | – | – | – | – | Not filed |
| Inverness Counsel LLC | – | – | – | – | Not filed |
| Dowling & Yahnke LLC | – | – | – | – | Not filed |
| Regentatlantic Capital LLC | – | – | – | – | Not filed |
| Redpoint Investment Management Pty Ltd | – | – | – | – | Not filed |
| Bluestein R H & Co | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| NuWave Investment Management, LLC | – | – | – | – | Not filed |
| Spearhead Capital Advisors, LLC | – | – | – | – | Not filed |
| 55I, LLC | – | – | – | – | Not filed |
| Kore Private Wealth LLC | – | – | – | – | Not filed |
| Surevest, LLC | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| Keebeck Alpha, LP | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |