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 |
|---|---|---|---|---|---|
| Anchor Capital Advisors LLC | 113,677 | $8.90M | 0.23% | −9,920−8.0% | Reduced |
| State of Michigan Retirement System | 113,207 | $8.87M | 0.06% | −500−0.4% | Reduced |
| Commerce Bank | 111,759 | $8.75M | 0.07% | −9,325−7.7% | Reduced |
| Amalgamated Bank | 110,989 | $8.69M | 0.08% | −644−0.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 110,966 | $8.69M | 0.17% | +20,256+22.3% | Added |
| MetLife Investment Management | 110,822 | $8.68M | 0.07% | −2,918−2.6% | Reduced |
| Meyer Handelman Co | 109,452 | $8.57M | 0.36% | −400−0.4% | Reduced |
| PGGM Investments | 108,842 | $8.52M | 0.15% | −27,699−20.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 108,519 | $8.50M | 0.02% | −43,408−28.6% | Reduced |
| DnB Asset Management AS | 107,958 | $8.45M | 0.06% | +349+0.3% | Added |
| Marshall Wace, LLP | 106,708 | $8.36M | 0.02% | +106,708 | New |
| USS Investment Management Ltd | 106,239 | $8.32M | 0.12% | +29,148+37.8% | Added |
| New York Life Investment Management LLC | 105,613 | $8.27M | 0.09% | −1,492−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 105,218 | $8.24M | 0.02% | +8,489+8.8% | Added |
| Nomura Asset Management Co Ltd | 104,715 | $8.20M | 0.05% | +5,209+5.2% | Added |
| Copeland Capital Management, LLC | 104,366 | $8.17M | 0.22% | −9,450−8.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 103,836 | $8.13M | 0.10% | −662−0.6% | Reduced |
| Ensign Peak Advisors, Inc | 103,159 | $8.08M | 0.02% | −38,858−27.4% | Reduced |
| Greenwood Gearhart Inc | 101,898 | $7.98M | 1.13% | +4,705+4.8% | Added |
| Mount Capital Ltd | 100,600 | $7.88M | 3.05% | +100,600 | New |
| 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 |
| Stifel Financial Corp | 99,472 | $7.79M | 0.01% | −21,740−17.9% | Reduced |
| State of Alaska, Department of Revenue | 98,573 | $7.72M | 0.10% | −3,000−3.0% | Reduced |
| Nisa Investment Advisors, LLC | 97,773 | $7.66M | 0.06% | −6,768−6.5% | Reduced |
| First Republic Investment Management, Inc. | 97,340 | $7.62M | 0.02% | −3,663−3.6% | Reduced |
| Schwartz Investment Counsel Inc | 97,000 | $7.60M | 0.34% | 00.0% | Unchanged |
| LPL Financial LLC | 95,619 | $7.49M | 0.01% | −9,759−9.3% | Reduced |
| Evoke Wealth, LLC | 102,933 | $7.42M | 0.27% | −7,316−6.6% | Reduced |
| First Manhattan Co | 91,908 | $7.20M | 0.03% | −3,290−3.5% | Reduced |
| Allied Investment Advisors, LLC | 88,072 | $6.90M | 2.16% | +4,745+5.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 85,561 | $6.70M | 0.01% | +711+0.8% | Added |
| Millennium Management LLC | 83,331 | $6.53M | 0.01% | +29,713+55.4% | Added |
| ING Groep NV | 82,730 | $6.48M | 0.07% | +16,867+25.6% | Added |
| Bahl & Gaynor Inc | 82,099 | $6.43M | 0.04% | −11,452−12.2% | Reduced |
| Calamos Advisors LLC | 81,873 | $6.41M | 0.03% | −14,476−15.0% | Reduced |
| Gofen & Glossberg LLC | 81,672 | $6.40M | 0.16% | −411−0.5% | Reduced |
| Truist Financial Corp | 81,166 | $6.36M | 0.01% | +3,395+4.4% | Added |
| Bradley Foster & Sargent Inc | 80,014 | $6.27M | 0.16% | −4,576−5.4% | Reduced |
| Osborne Partners Capital Management, LLC | 78,704 | $6.16M | 0.48% | −2,550−3.1% | Reduced |
| Keybank National Association | 78,660 | $6.16M | 0.03% | −3,747−4.5% | Reduced |
| Longbow Finance SA | 77,873 | $6.10M | 0.82% | +77,873 | New |
| Lincoln Capital LLC | 76,592 | $6.00M | 1.73% | −2,662−3.4% | Reduced |
| Westpac Banking Corp | 75,720 | $5.93M | 0.09% | −325−0.4% | Reduced |
| QVIDTVM Management LLC | 75,439 | $5.91M | 3.56% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 74,490 | $5.83M | 0.08% | +13,572+22.3% | Added |
| Trium Capital LLP | 74,361 | $5.82M | 2.66% | +74,361 | New |
| IFM Investors Pty Ltd | 74,147 | $5.81M | 0.10% | +2,000+2.8% | Added |
| Bank of Nova Scotia | 74,109 | $5.80M | 0.02% | +33,501+82.5% | Added |
| Utah Retirement Systems | 73,952 | $5.79M | 0.09% | −1,900−2.5% | Reduced |
| Windward Capital Management Co | 73,765 | $5.78M | 0.63% | −494−0.7% | Reduced |
| Peapack Gladstone Financial Corp | 72,951 | $5.71M | 0.11% | −2,058−2.7% | Reduced |
| EFG Asset Management (Americas) Corp. | 70,415 | $5.51M | 1.36% | −17,803−20.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 70,417 | $5.51M | 0.05% | +8,950+14.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 70,314 | $5.51M | 0.01% | −2,837−3.9% | Reduced |
| Brinker Capital Investments, LLC | 70,008 | $5.48M | 0.11% | −2,195−3.0% | Reduced |
| Jane Street Group, LLC | 68,530 | $5.37M | 0.01% | −244,335−78.1% | Reduced |
| Man Group plc | 67,575 | $5.29M | 0.02% | −140,762−67.6% | Reduced |
| Comerica Bank | 63,268 | $5.25M | 0.04% | +7,347+13.1% | Added |
| Delta Asset Management LLC | 66,928 | $5.24M | 0.57% | +63+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 66,519 | $5.21M | 0.01% | −7,329−9.9% | Reduced |
| Pictet & Cie (Europe) SA | 66,376 | $5.20M | 0.25% | −24,280−26.8% | Reduced |
| Public Employees Retirement Association of Colorado | 66,324 | $5.19M | 0.03% | −265−0.4% | Reduced |
| Gulf International Bank (UK) Ltd | 65,994 | $5.17M | 0.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 64,088 | $5.02M | 0.02% | −15,200−19.2% | Reduced |
| State of Tennessee, Treasury Department | 63,925 | $5.01M | 0.02% | −5,087−7.4% | Reduced |
| Mutual of America Capital Management LLC | 59,663 | $4.67M | 0.06% | +1,333+2.3% | Added |
| Texas Permanent School Fund | 58,646 | $4.59M | 0.07% | −283−0.5% | Reduced |
| ProShare Advisors LLC | 58,105 | $4.55M | 0.02% | −58−0.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 57,626 | $4.51M | 1.25% | +338+0.6% | Added |
| FIL Ltd | 57,078 | $4.47M | 0.01% | −3,969−6.5% | Reduced |
| Xponance, Inc. | 56,529 | $4.43M | 0.07% | +8,977+18.9% | Added |
| Sheets Smith Wealth Management | 56,325 | $4.41M | 0.69% | −1,003−1.7% | Reduced |
| Holocene Advisors, LP | 55,668 | $4.36M | 0.03% | +55,668 | New |
| BTC Capital Management, Inc. | 55,350 | $4.33M | 0.52% | +2,267+4.3% | Added |
| Ipswich Investment Management Co., Inc. | 54,867 | $4.30M | 1.23% | −355−0.6% | Reduced |
| Diversified Trust Co | 54,696 | $4.28M | 0.18% | +365+0.7% | Added |
| Graybill Bartz & Assoc Ltd | 53,823 | $4.21M | 2.28% | +216+0.4% | Added |
| Glenmede Trust Co NA | 53,503 | $4.19M | 0.02% | −1,899−3.4% | Reduced |
| Mariner, LLC | 52,946 | $4.15M | 0.01% | +9,116+20.8% | Added |
| Public Sector Pension Investment Board | 52,107 | $4.08M | 0.03% | +6,938+15.4% | Added |
| SYSTM Wealth Solutions LLC | 51,220 | $4.01M | 0.50% | +51,220 | New |
| Rockland Trust Co | 50,579 | $3.96M | 0.25% | −2,803−5.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 50,124 | $3.93M | 0.17% | −153−0.3% | Reduced |
| Vontobel Holding Ltd. | 50,644 | $3.92M | 0.04% | +168+0.3% | Added |
| Fiduciary Trust Co | 50,048 | $3.92M | 0.08% | −1,941−3.7% | Reduced |
| Lifeworks Advisors, LLC | 49,844 | $3.90M | 2.20% | +1,977+4.1% | Added |
| Kanawha Capital Management LLC | 49,564 | $3.88M | 0.38% | −158−0.3% | Reduced |
| Gateway Investment Advisers LLC | 49,320 | $3.86M | 0.05% | +1,098+2.3% | Added |
| Scotia Capital Inc. | 49,299 | $3.86M | 0.03% | +1,133+2.4% | Added |
| Czech National Bank | 48,762 | $3.82M | 0.10% | −75−0.2% | Reduced |
| Amica Mutual Insurance Co | 48,528 | $3.80M | 0.48% | −4,517−8.5% | Reduced |
| HM Payson & Co | 48,462 | $3.80M | 0.09% | −6,783−12.3% | Reduced |
| Wesleyan Assurance Society | 48,100 | $3.77M | 0.46% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 47,645 | $3.73M | 0.76% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 47,624 | $3.73M | 0.05% | −14,400−23.2% | Reduced |
| Captrust Financial Advisors | 47,159 | $3.69M | 0.02% | +1,581+3.5% | Added |
| Aureus Asset Management, LLC | 46,272 | $3.62M | 0.31% | +6,940+17.6% | Added |
| Erste Asset Management GmbH | 45,564 | $3.60M | 0.08% | +1,167+2.6% | Added |
| Okabena Investment Services Inc | 45,083 | $3.53M | 2.54% | −13,752−23.4% | Reduced |