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 |
|---|---|---|---|---|---|
| Banque Pictet & Cie SA | 427,960 | $33.5M | 0.35% | −3,859−0.9% | Reduced |
| Impax Asset Management Group plc | 423,224 | $33.1M | 0.15% | −16,598−3.8% | Reduced |
| Rathbone Brothers plc | 398,093 | $31.2M | 0.35% | +11,298+2.9% | Added |
| Victory Capital Management Inc | 392,001 | $30.7M | 0.04% | +42,101+12.0% | Added |
| First Trust Advisors LP | 369,500 | $28.9M | 0.03% | −92,109−20.0% | Reduced |
| Prudential Financial Inc | 367,614 | $28.8M | 0.05% | +7,332+2.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 365,040 | $28.6M | 0.37% | +13,335+3.8% | Added |
| Abeille Asset Management SA | 501,013 | $28.5M | 1.47% | +47,422+10.5% | Added |
| Citigroup Inc | 360,492 | $28.2M | 0.04% | +51,688+16.7% | Added |
| Connecticut Wealth Management, LLC | 313,130 | $24.5M | 2.08% | −135,790−30.2% | Reduced |
| Factory Mutual Insurance Co | 312,800 | $24.5M | 0.37% | 00.0% | Unchanged |
| Welch & Forbes LLC | 310,217 | $24.3M | 0.44% | −3,455−1.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 309,154 | $24.2M | 0.41% | +17,073+5.8% | Added |
| Envestnet Asset Management Inc | 300,053 | $23.5M | 0.01% | +23,692+8.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 298,598 | $23.4M | 0.06% | +1,440+0.5% | Added |
| Prio Wealth Limited Partnership | 295,695 | $23.2M | 0.93% | −1,166−0.4% | Reduced |
| Lord, Abbett & Co. LLC | 294,780 | $23.1M | 0.08% | +15,509+5.6% | Added |
| US Bancorp | 290,102 | $22.7M | 0.04% | +133,918+85.7% | Added |
| APG Asset Management N.V. | 287,531 | $22.5M | 0.04% | +10,031+3.6% | Added |
| AQR Capital Management LLC | 287,321 | $22.5M | 0.05% | −64,924−18.4% | Reduced |
| National Bank of Canada | 279,952 | $21.9M | 0.06% | −50,501−15.3% | Reduced |
| Korea Investment CORP | 275,748 | $21.6M | 0.07% | −17,358−5.9% | Reduced |
| AustralianSuper Pty Ltd | 268,198 | $21.2M | 0.15% | −1,072−0.4% | Reduced |
| Equitable Trust Co | 259,575 | $20.3M | 1.60% | +77,696+42.7% | Added |
| London & Capital Asset Management Ltd | 258,965 | $20.3M | 1.87% | −26,162−9.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 253,002 | $19.8M | 0.17% | +247,105+4,190.4% | Added |
| Squarepoint Ops LLC | 250,765 | $19.6M | 0.14% | −12,407−4.7% | Reduced |
| AXA S.A. | 247,616 | $19.4M | 0.07% | +95,930+63.2% | Added |
| Comgest Global Investors S.A.S. | 242,009 | $19.0M | 0.42% | +26,683+12.4% | Added |
| Rheos Capital Works Inc. | 242,000 | $19.0M | 1.14% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 241,675 | $18.9M | 0.08% | −17,723−6.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 240,710 | $18.9M | 0.14% | −7,456−3.0% | Reduced |
| Pinebridge Investments, L.P. | 238,670 | $18.7M | 0.23% | +23,168+10.8% | Added |
| State of New Jersey Common Pension Fund D | 236,674 | $18.5M | 0.07% | −1,712−0.7% | Reduced |
| Raymond James & Associates | 236,169 | $18.5M | 0.02% | −61,074−20.5% | Reduced |
| Toronto Dominion Bank | 232,725 | $18.2M | 0.03% | +30,096+14.9% | Added |
| Nordea Investment Management AB | 223,937 | $17.5M | 0.03% | +125,837+128.3% | Added |
| Border to Coast Pensions Partnership Ltd | 223,258 | $17.5M | 0.56% | 00.0% | Unchanged |
| Intech Investment Management LLC | 217,747 | $17.1M | 0.13% | −141,522−39.4% | Reduced |
| Public Employees Retirement System of Ohio | 217,674 | $17.0M | 0.07% | +278+0.1% | Added |
| Allianz Asset Management GmbH | 214,301 | $16.8M | 0.04% | −5,525−2.5% | Reduced |
| StonePine Asset Management Inc. | 212,791 | $16.7M | 3.13% | +212,791 | New |
| Alyeska Investment Group, L.P. | 211,079 | $16.5M | 0.17% | +211,079 | New |
| MAI Capital Management | 207,754 | $16.3M | 0.27% | −4,861−2.3% | Reduced |
| Woodline Partners LP | 207,553 | $16.3M | 0.22% | +207,553 | New |
| ExodusPoint Capital Management, LP | 207,322 | $16.2M | 0.25% | +17,250+9.1% | Added |
| Illinois Municipal Retirement Fund | 207,001 | $16.2M | 0.36% | +14,409+7.5% | Added |
| Walleye Capital LLC | 204,800 | $16.0M | 0.35% | +204,800 | New |
| Mn Services Vermogensbeheer B.V. | 202,900 | $15.9M | 0.18% | −31,500−13.4% | Reduced |
| Treasurer of the State of North Carolina | 201,952 | $15.8M | 0.10% | −9,127−4.3% | Reduced |
| Alphinity Investment Management Pty Ltd | 199,008 | $15.6M | 0.46% | +40,758+25.8% | Added |
| SEI Investments Co | 196,485 | $15.4M | 0.03% | −82,070−29.5% | Reduced |
| CIBC World Markets Corp | 191,976 | $15.0M | 0.10% | +24,150+14.4% | Added |
| Jacobs Levy Equity Management, Inc | 186,181 | $14.6M | 0.10% | +34,649+22.9% | Added |
| Davidson Investment Advisors | 184,075 | $14.4M | 1.12% | +1,466+0.8% | Added |
| Susquehanna International Group, LLP | 180,378 | $14.1M | 0.03% | +140,058+347.4% | Added |
| Nekton Capital Ltd. | 179,529 | $14.1M | 3.17% | +179,529 | New |
| Swedbank AB | 172,817 | $13.5M | 0.03% | −1,200−0.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 171,812 | $13.5M | 0.09% | +19,006+12.4% | Added |
| Assenagon Asset Management S.A. | 170,972 | $13.4M | 0.06% | −41,185−19.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 169,088 | $13.2M | 0.57% | −1,646−1.0% | Reduced |
| M&T Bank Corp | 169,086 | $13.2M | 0.05% | −5,678−3.2% | Reduced |
| Asset Management One Co.,Ltd. | 167,279 | $13.2M | 0.06% | −6,179−3.6% | Reduced |
| Forsta Ap-Fonden | 164,900 | $12.9M | 0.15% | +82,800+100.9% | Added |
| Teacher Retirement System of Texas | 162,533 | $12.7M | 0.09% | −23,135−12.5% | Reduced |
| Greenland Capital Management LP | 161,656 | $12.7M | 2.32% | +161,656 | New |
| Storebrand Asset Management AS | 160,583 | $12.6M | 0.07% | −855−0.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 160,424 | $12.6M | 0.03% | +160,424 | New |
| Royal London Asset Management Ltd | 158,243 | $12.4M | 0.06% | +1,272+0.8% | Added |
| Commonwealth Equity Services, LLC | 158,195 | $12.4M | 0.03% | −300−0.2% | Reduced |
| CI Private Wealth, LLC | 157,169 | $12.3M | 0.04% | +157,169 | New |
| Creative Planning | 154,017 | $12.1M | 0.02% | −12,086−7.3% | Reduced |
| KBC Group NV | 152,583 | $11.9M | 0.06% | +91,305+149.0% | Added |
| TD Asset Management Inc | 151,534 | $11.9M | 0.01% | +1,587+1.1% | Added |
| Franklin Resources Inc | 146,252 | $11.5M | 0.01% | +7,448+5.4% | Added |
| United Capital Financial Advisers, LLC | 145,809 | $11.4M | 0.06% | −4,721−3.1% | Reduced |
| DekaBank Deutsche Girozentrale | 144,355 | $11.3M | 0.03% | +6,471+4.7% | Added |
| Tiaa, FSB | 139,972 | $11.0M | 0.04% | +9,465+7.3% | Added |
| Two Sigma Investments, LP | 135,775 | $10.6M | 0.03% | +5,227+4.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 135,274 | $10.6M | 1.68% | +4,017+3.1% | Added |
| Pacer Advisors, Inc. | 133,720 | $10.5M | 0.05% | +113,492+561.1% | Added |
| Retirement Systems of Alabama | 133,458 | $10.5M | 0.05% | −6,120−4.4% | Reduced |
| Andra AP-fonden | 132,400 | $10.4M | 0.31% | −700−0.5% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 130,085 | $10.2M | 0.67% | −10,760−7.6% | Reduced |
| Handelsbanken Fonder AB | 127,788 | $10.0M | 0.06% | +20,443+19.0% | Added |
| Tudor Investment Corp Et Al | 127,499 | $9.98M | 0.25% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 126,052 | $9.87M | 0.03% | +21,711+20.8% | Added |
| Canada Pension Plan Investment Board | 124,863 | $9.78M | 0.02% | −79,250−38.8% | Reduced |
| Interval Partners, LP | 123,767 | $9.69M | 0.78% | +123,767 | New |
| Verition Fund Management LLC | 122,246 | $9.57M | 0.19% | +41,116+50.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 118,681 | $9.29M | 0.14% | +4,054+3.5% | Added |
| Brookfield Asset Management Inc. | 117,454 | $9.20M | 0.03% | +117,454 | New |
| Prospector Partners LLC | 116,915 | $9.16M | 1.26% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 116,369 | $9.11M | 0.03% | +8,292+7.7% | Added |
| American International Group, Inc. | 116,165 | $9.10M | 0.06% | −12,635−9.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 115,520 | $9.05M | 0.05% | −9,787−7.8% | Reduced |
| Achmea Investment Management B.V. | 123,134 | $9.04M | 0.30% | +61,504+99.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $8.98M | 0.12% | 00.0% | Unchanged |
| Arizona State Retirement System | 114,502 | $8.97M | 0.09% | −424−0.4% | Reduced |
| CIBC Asset Management Inc | 113,734 | $8.91M | 0.04% | +3,328+3.0% | Added |