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 |
|---|---|---|---|---|---|
| Pathstone Family Office, LLC | 14,786 | $1.36M | 0.03% | +7,942+116.0% | Added |
| Trust Co of Vermont | 17,579 | $1.38M | 0.10% | +52+0.3% | Added |
| CIBC World Markets Inc. | 17,684 | $1.39M | 0.01% | +2,187+14.1% | Added |
| Veritable, L.P. | 17,692 | $1.39M | 0.02% | −583−3.2% | Reduced |
| Thrivent Financial for Lutherans | 17,841 | $1.40M | 0.00% | −83−0.5% | Reduced |
| E. Ohman J:or Asset Management AB | 18,000 | $1.41M | 0.06% | 00.0% | Unchanged |
| Dearborn Partners LLC | 18,177 | $1.42M | 0.06% | −2,949−14.0% | Reduced |
| Walleye Trading LLC | 18,229 | $1.43M | 0.04% | −43,753−70.6% | Reduced |
| Alps Advisors Inc | 18,313 | $1.43M | 0.01% | −833−4.4% | Reduced |
| Colony Group LLC | 18,360 | $1.44M | 0.02% | +2,152+13.3% | Added |
| Cerity Partners LLC | 18,432 | $1.44M | 0.01% | +3,690+25.0% | Added |
| D. E. Shaw & Co., Inc. | 18,855 | $1.48M | 0.00% | −25,624−57.6% | Reduced |
| Savant Capital, LLC | 19,719 | $1.49M | 0.04% | +3,267+19.9% | Added |
| Tredje AP-fonden | 19,351 | $1.52M | 0.03% | +1,800+10.3% | Added |
| Whittier Trust Co of Nevada Inc | 19,758 | $1.55M | 0.06% | −192−1.0% | Reduced |
| Telos Capital Management, Inc. | 19,862 | $1.56M | 0.23% | −579−2.8% | Reduced |
| New Mexico Educational Retirement Board | 19,908 | $1.56M | 0.08% | −1,700−7.9% | Reduced |
| Cetera Advisor Networks LLC | 20,088 | $1.57M | 0.01% | +3,286+19.6% | Added |
| Steward Partners Investment Advisory, LLC | 20,124 | $1.58M | 0.03% | −113−0.6% | Reduced |
| Quantbot Technologies LP | 20,309 | $1.59M | 0.11% | −22,244−52.3% | Reduced |
| Pendal Group Limited | 20,440 | $1.60M | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 20,786 | $1.63M | 0.01% | +5,186+33.2% | Added |
| Desjardins Global Asset Management Inc. | 20,982 | $1.64M | 0.26% | −1,346−6.0% | Reduced |
| YHB Investment Advisors, Inc. | 21,027 | $1.65M | 0.18% | −358−1.7% | Reduced |
| Tilt Investment Management Holdings, PBC | 21,172 | $1.66M | 1.41% | +21,172 | New |
| Hartford Financial Management Inc. | 21,299 | $1.67M | 0.44% | −1,259−5.6% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 22,209 | $1.74M | 0.41% | −930−4.0% | Reduced |
| Boston Financial Mangement LLC | 22,306 | $1.75M | 0.07% | +1,678+8.1% | Added |
| JustInvest LLC | 22,331 | $1.75M | 0.07% | +5,910+36.0% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,500 | $1.76M | 1.23% | 00.0% | Unchanged |
| AMF Pensionsforsakring AB | 22,543 | $1.77M | 0.02% | +22,543 | New |
| Kestra Advisory Services, LLC | 22,802 | $1.79M | 0.02% | +3,114+15.8% | Added |
| Moody Lynn & Lieberson, LLC | 22,890 | $1.79M | 0.16% | −3,107−12.0% | Reduced |
| Allstate Corp | 23,207 | $1.82M | 0.06% | +146+0.6% | Added |
| Allstate Investment Management Co | 23,207 | $1.82M | 0.06% | +23,207 | New |
| Huntington National Bank | 23,263 | $1.82M | 0.02% | −2,313−9.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 23,310 | $1.82M | 0.00% | +23,310 | New |
| Metropolitan Life Insurance Co | 24,093 | $1.89M | 0.08% | −569−2.3% | Reduced |
| Liberty Capital Management, Inc. | 24,684 | $1.93M | 0.67% | +279+1.1% | Added |
| Crossmark Global Holdings, Inc. | 24,948 | $1.95M | 0.05% | −97−0.4% | Reduced |
| Everence Capital Management Inc | 25,430 | $1.99M | 0.17% | +6,540+34.6% | Added |
| SG Americas Securities, LLC | 25,440 | $1.99M | 0.03% | +7,970+45.6% | Added |
| Norinchukin Bank, The | 25,523 | $2.00M | 0.04% | −5,988−19.0% | Reduced |
| Rafferty Asset Management, LLC | 25,611 | $2.01M | 0.02% | +12,254+91.7% | Added |
| LGT Group Foundation | 25,809 | $2.02M | 0.06% | −133−0.5% | Reduced |
| JB Capital LLC | 25,915 | $2.03M | 0.20% | +438+1.7% | Added |
| Vident Investment Advisory, LLC | 26,117 | $2.05M | 0.08% | +26,117 | New |
| Shell Asset Management Co | 26,661 | $2.09M | 0.09% | −4,755−15.1% | Reduced |
| HighTower Trust Services, LTA | 26,993 | $2.09M | 0.20% | +169+0.6% | Added |
| Silvercrest Asset Management Group LLC | 26,815 | $2.10M | 0.02% | −32−0.1% | Reduced |
| Louisiana State Employees Retirement System | 26,900 | $2.11M | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 27,683 | $2.17M | 0.01% | −32,615−54.1% | Reduced |
| Evercore Wealth Management, LLC | 27,698 | $2.17M | 0.05% | −214−0.8% | Reduced |
| Natixis | 27,719 | $2.17M | 0.01% | +1,840+7.1% | Added |
| Heritage Investors Management Corp | 27,734 | $2.17M | 0.10% | −282−1.0% | Reduced |
| Wolverine Asset Management LLC | 28,000 | $2.19M | 0.03% | +28,000 | New |
| Allspring Global Investments Holdings, LLC | 28,035 | $2.20M | 0.00% | −115,341−80.4% | Reduced |
| Sandbar Asset Management LLP | 28,499 | $2.23M | 6.49% | −5,645−16.5% | Reduced |
| Seascape Capital Management | 28,594 | $2.24M | 1.22% | −20.0% | Reduced |
| Tufton Capital Management | 28,613 | $2.24M | 0.49% | −572−2.0% | Reduced |
| Canandaigua National Corp | 28,628 | $2.24M | 0.38% | −285−1.0% | Reduced |
| Gotham Asset Management, LLC | 28,921 | $2.26M | 0.06% | −29,499−50.5% | Reduced |
| Close Asset Management Ltd | 29,179 | $2.29M | 0.12% | −75−0.3% | Reduced |
| Brown Brothers Harriman & Co | 29,442 | $2.31M | 0.02% | −483−1.6% | Reduced |
| Daiwa Securities Group Inc. | 29,481 | $2.31M | 0.02% | +1,367+4.9% | Added |
| M Holdings Securities, Inc. | 29,726 | $2.33M | 0.25% | +35+0.1% | Added |
| AMG National Trust Bank | 30,308 | $2.37M | 0.09% | −793−2.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 30,370 | $2.38M | 0.06% | 00.0% | Unchanged |
| Hartford Investment Management Co | 30,546 | $2.39M | 0.07% | −16,738−35.4% | Reduced |
| Shelter Mutual Insurance Co | 31,200 | $2.44M | 0.70% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 31,307 | $2.45M | 0.12% | 00.0% | Unchanged |
| Ossiam | 31,953 | $2.50M | 0.06% | +28,220+756.0% | Added |
| Oregon Public Employees Retirement Fund | 32,212 | $2.52M | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 32,336 | $2.53M | 0.07% | +32,336 | New |
| Tocqueville Asset Management L.P. | 32,354 | $2.53M | 0.05% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 32,671 | $2.56M | 0.09% | +832+2.6% | Added |
| Rockefeller Capital Management L.P. | 32,692 | $2.56M | 0.01% | −779−2.3% | Reduced |
| Kentucky Retirement Systems | 33,039 | $2.59M | 0.10% | +144+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 33,178 | $2.60M | 0.01% | +4,268+14.8% | Added |
| Swiss Life Asset Management Ltd | 33,702 | $2.64M | 0.04% | −14,102−29.5% | Reduced |
| Guggenheim Capital LLC | 33,982 | $2.66M | 0.02% | +18,530+119.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,011 | $2.66M | 0.05% | +3,722+12.3% | Added |
| Securian Asset Management, Inc | 34,206 | $2.68M | 0.07% | −447−1.3% | Reduced |
| Wealthfront Advisers LLC | 34,316 | $2.69M | 0.01% | +17,668+106.1% | Added |
| Teza Capital Management LLC | 34,400 | $2.69M | 0.51% | +2,818+8.9% | Added |
| Ingalls & Snyder LLC | 35,273 | $2.76M | 0.15% | −820−2.3% | Reduced |
| Baird Financial Group, Inc. | 35,823 | $2.81M | 0.01% | −1,043−2.8% | Reduced |
| Financial Advisors Network, Inc. | 35,970 | $2.82M | 0.75% | +344+1.0% | Added |
| Sandy Spring Bank | 36,523 | $2.86M | 0.17% | +255+0.7% | Added |
| Ethic Inc. | 36,525 | $2.86M | 0.15% | −2,097−5.4% | Reduced |
| William Allan, LLC | 36,602 | $2.87M | 2.41% | −529−1.4% | Reduced |
| British Columbia Investment Management Corp | 37,214 | $2.91M | 0.03% | −4,440−10.7% | Reduced |
| M. Kraus & Co | 37,222 | $2.91M | 1.07% | −3,372−8.3% | Reduced |
| Wesbanco Bank Inc | 37,782 | $2.96M | 0.13% | +1,205+3.3% | Added |
| Mackenzie Financial Corp | 38,319 | $3.00M | 0.01% | +6,110+19.0% | Added |
| Mercer Global Advisors Inc | 38,749 | $3.03M | 0.02% | +530+1.4% | Added |
| Teachers Retirement System of the State of Kentucky | 38,927 | $3.05M | 0.03% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 39,390 | $3.08M | 0.12% | +3,012+8.3% | Added |
| Cresset Asset Management, LLC | 44,096 | $3.11M | 0.04% | −244−0.6% | Reduced |
| Seeyond | 39,773 | $3.11M | 0.30% | +8,569+27.5% | Added |