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 |
|---|---|---|---|---|---|
| Cacti Asset Management LLC | 40,050 | $3.14M | 0.30% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 40,272 | $3.15M | 0.07% | +38,248+1,889.7% | Added |
| Farmers & Merchants Investments Inc | 41,190 | $3.23M | 0.13% | −811−1.9% | Reduced |
| MML Investors Services, LLC | 43,248 | $3.39M | 0.02% | +2,272+5.5% | Added |
| Regions Financial Corp | 44,785 | $3.51M | 0.03% | −2,292−4.9% | Reduced |
| Okabena Investment Services Inc | 45,083 | $3.53M | 2.54% | −13,752−23.4% | Reduced |
| Erste Asset Management GmbH | 45,564 | $3.60M | 0.08% | +1,167+2.6% | Added |
| Aureus Asset Management, LLC | 46,272 | $3.62M | 0.31% | +6,940+17.6% | Added |
| Captrust Financial Advisors | 47,159 | $3.69M | 0.02% | +1,581+3.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 47,624 | $3.73M | 0.05% | −14,400−23.2% | Reduced |
| Cohen Capital Management, Inc. | 47,645 | $3.73M | 0.76% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 48,100 | $3.77M | 0.46% | 00.0% | Unchanged |
| HM Payson & Co | 48,462 | $3.80M | 0.09% | −6,783−12.3% | Reduced |
| Amica Mutual Insurance Co | 48,528 | $3.80M | 0.48% | −4,517−8.5% | Reduced |
| Czech National Bank | 48,762 | $3.82M | 0.10% | −75−0.2% | Reduced |
| Scotia Capital Inc. | 49,299 | $3.86M | 0.03% | +1,133+2.4% | Added |
| Gateway Investment Advisers LLC | 49,320 | $3.86M | 0.05% | +1,098+2.3% | Added |
| Kanawha Capital Management LLC | 49,564 | $3.88M | 0.38% | −158−0.3% | Reduced |
| Lifeworks Advisors, LLC | 49,844 | $3.90M | 2.20% | +1,977+4.1% | Added |
| Fiduciary Trust Co | 50,048 | $3.92M | 0.08% | −1,941−3.7% | Reduced |
| Vontobel Holding Ltd. | 50,644 | $3.92M | 0.04% | +168+0.3% | Added |
| Clifford Swan Investment Counsel LLC | 50,124 | $3.93M | 0.17% | −153−0.3% | Reduced |
| Rockland Trust Co | 50,579 | $3.96M | 0.25% | −2,803−5.3% | Reduced |
| SYSTM Wealth Solutions LLC | 51,220 | $4.01M | 0.50% | +51,220 | New |
| Public Sector Pension Investment Board | 52,107 | $4.08M | 0.03% | +6,938+15.4% | Added |
| Mariner, LLC | 52,946 | $4.15M | 0.01% | +9,116+20.8% | Added |
| Glenmede Trust Co NA | 53,503 | $4.19M | 0.02% | −1,899−3.4% | Reduced |
| Graybill Bartz & Assoc Ltd | 53,823 | $4.21M | 2.28% | +216+0.4% | Added |
| Diversified Trust Co | 54,696 | $4.28M | 0.18% | +365+0.7% | Added |
| Ipswich Investment Management Co., Inc. | 54,867 | $4.30M | 1.23% | −355−0.6% | Reduced |
| BTC Capital Management, Inc. | 55,350 | $4.33M | 0.52% | +2,267+4.3% | Added |
| Holocene Advisors, LP | 55,668 | $4.36M | 0.03% | +55,668 | New |
| Sheets Smith Wealth Management | 56,325 | $4.41M | 0.69% | −1,003−1.7% | Reduced |
| Xponance, Inc. | 56,529 | $4.43M | 0.07% | +8,977+18.9% | Added |
| FIL Ltd | 57,078 | $4.47M | 0.01% | −3,969−6.5% | Reduced |
| Foyston, Gordon, & Payne Inc | 57,626 | $4.51M | 1.25% | +338+0.6% | Added |
| ProShare Advisors LLC | 58,105 | $4.55M | 0.02% | −58−0.1% | Reduced |
| Texas Permanent School Fund | 58,646 | $4.59M | 0.07% | −283−0.5% | Reduced |
| Mutual of America Capital Management LLC | 59,663 | $4.67M | 0.06% | +1,333+2.3% | Added |
| State of Tennessee, Treasury Department | 63,925 | $5.01M | 0.02% | −5,087−7.4% | Reduced |
| Janney Montgomery Scott LLC | 64,088 | $5.02M | 0.02% | −15,200−19.2% | Reduced |
| Gulf International Bank (UK) Ltd | 65,994 | $5.17M | 0.09% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 66,324 | $5.19M | 0.03% | −265−0.4% | Reduced |
| Pictet & Cie (Europe) SA | 66,376 | $5.20M | 0.25% | −24,280−26.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 66,519 | $5.21M | 0.01% | −7,329−9.9% | Reduced |
| Delta Asset Management LLC | 66,928 | $5.24M | 0.57% | +63+0.1% | Added |
| Comerica Bank | 63,268 | $5.25M | 0.04% | +7,347+13.1% | Added |
| Man Group plc | 67,575 | $5.29M | 0.02% | −140,762−67.6% | Reduced |
| Jane Street Group, LLC | 68,530 | $5.37M | 0.01% | −244,335−78.1% | Reduced |
| Brinker Capital Investments, LLC | 70,008 | $5.48M | 0.11% | −2,195−3.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 70,314 | $5.51M | 0.01% | −2,837−3.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 70,417 | $5.51M | 0.05% | +8,950+14.6% | Added |
| EFG Asset Management (Americas) Corp. | 70,415 | $5.51M | 1.36% | −17,803−20.2% | Reduced |
| Peapack Gladstone Financial Corp | 72,951 | $5.71M | 0.11% | −2,058−2.7% | Reduced |
| Windward Capital Management Co | 73,765 | $5.78M | 0.63% | −494−0.7% | Reduced |
| Utah Retirement Systems | 73,952 | $5.79M | 0.09% | −1,900−2.5% | Reduced |
| Bank of Nova Scotia | 74,109 | $5.80M | 0.02% | +33,501+82.5% | Added |
| IFM Investors Pty Ltd | 74,147 | $5.81M | 0.10% | +2,000+2.8% | Added |
| Trium Capital LLP | 74,361 | $5.82M | 2.66% | +74,361 | New |
| Yousif Capital Management, LLC | 74,490 | $5.83M | 0.08% | +13,572+22.3% | Added |
| QVIDTVM Management LLC | 75,439 | $5.91M | 3.56% | 00.0% | Unchanged |
| Westpac Banking Corp | 75,720 | $5.93M | 0.09% | −325−0.4% | Reduced |
| Lincoln Capital LLC | 76,592 | $6.00M | 1.73% | −2,662−3.4% | Reduced |
| Longbow Finance SA | 77,873 | $6.10M | 0.82% | +77,873 | New |
| Keybank National Association | 78,660 | $6.16M | 0.03% | −3,747−4.5% | Reduced |
| Osborne Partners Capital Management, LLC | 78,704 | $6.16M | 0.48% | −2,550−3.1% | Reduced |
| Bradley Foster & Sargent Inc | 80,014 | $6.27M | 0.16% | −4,576−5.4% | Reduced |
| Truist Financial Corp | 81,166 | $6.36M | 0.01% | +3,395+4.4% | Added |
| Gofen & Glossberg LLC | 81,672 | $6.40M | 0.16% | −411−0.5% | Reduced |
| Calamos Advisors LLC | 81,873 | $6.41M | 0.03% | −14,476−15.0% | Reduced |
| Bahl & Gaynor Inc | 82,099 | $6.43M | 0.04% | −11,452−12.2% | Reduced |
| ING Groep NV | 82,730 | $6.48M | 0.07% | +16,867+25.6% | Added |
| Millennium Management LLC | 83,331 | $6.53M | 0.01% | +29,713+55.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 85,561 | $6.70M | 0.01% | +711+0.8% | Added |
| Allied Investment Advisors, LLC | 88,072 | $6.90M | 2.16% | +4,745+5.7% | Added |
| First Manhattan Co | 91,908 | $7.20M | 0.03% | −3,290−3.5% | Reduced |
| Evoke Wealth, LLC | 102,933 | $7.42M | 0.27% | −7,316−6.6% | Reduced |
| LPL Financial LLC | 95,619 | $7.49M | 0.01% | −9,759−9.3% | Reduced |
| Schwartz Investment Counsel Inc | 97,000 | $7.60M | 0.34% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 97,340 | $7.62M | 0.02% | −3,663−3.6% | Reduced |
| Nisa Investment Advisors, LLC | 97,773 | $7.66M | 0.06% | −6,768−6.5% | Reduced |
| State of Alaska, Department of Revenue | 98,573 | $7.72M | 0.10% | −3,000−3.0% | Reduced |
| Stifel Financial Corp | 99,472 | $7.79M | 0.01% | −21,740−17.9% | Reduced |
| Liontrust Investment Partners LLP | 100,000 | $7.83M | 0.14% | −5,000−4.8% | Reduced |
| Broadcrest Asset Management, LLC | 100,000 | $7.83M | 8.55% | 00.0% | Unchanged |
| Mount Capital Ltd | 100,600 | $7.88M | 3.05% | +100,600 | New |
| Greenwood Gearhart Inc | 101,898 | $7.98M | 1.13% | +4,705+4.8% | Added |
| Ensign Peak Advisors, Inc | 103,159 | $8.08M | 0.02% | −38,858−27.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 103,836 | $8.13M | 0.10% | −662−0.6% | Reduced |
| Copeland Capital Management, LLC | 104,366 | $8.17M | 0.22% | −9,450−8.3% | Reduced |
| Nomura Asset Management Co Ltd | 104,715 | $8.20M | 0.05% | +5,209+5.2% | Added |
| Advisor Group Holdings, Inc. | 105,218 | $8.24M | 0.02% | +8,489+8.8% | Added |
| New York Life Investment Management LLC | 105,613 | $8.27M | 0.09% | −1,492−1.4% | Reduced |
| USS Investment Management Ltd | 106,239 | $8.32M | 0.12% | +29,148+37.8% | Added |
| Marshall Wace, LLP | 106,708 | $8.36M | 0.02% | +106,708 | New |
| DnB Asset Management AS | 107,958 | $8.45M | 0.06% | +349+0.3% | Added |
| Robeco Institutional Asset Management B.V. | 108,519 | $8.50M | 0.02% | −43,408−28.6% | Reduced |
| PGGM Investments | 108,842 | $8.52M | 0.15% | −27,699−20.3% | Reduced |
| Meyer Handelman Co | 109,452 | $8.57M | 0.36% | −400−0.4% | Reduced |
| MetLife Investment Management | 110,822 | $8.68M | 0.07% | −2,918−2.6% | Reduced |