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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 44,785 | $3.51M | 0.03% | −2,292−4.9% | Reduced |
| MML Investors Services, LLC | 43,248 | $3.39M | 0.02% | +2,272+5.5% | Added |
| Farmers & Merchants Investments Inc | 41,190 | $3.23M | 0.13% | −811−1.9% | Reduced |
| Penserra Capital Management LLC | 40,272 | $3.15M | 0.07% | +38,248+1,889.7% | Added |
| Cacti Asset Management LLC | 40,050 | $3.14M | 0.30% | 00.0% | Unchanged |
| Seeyond | 39,773 | $3.11M | 0.30% | +8,569+27.5% | Added |
| Cresset Asset Management, LLC | 44,096 | $3.11M | 0.04% | −244−0.6% | Reduced |
| Chartwell Investment Partners, LLC | 39,390 | $3.08M | 0.12% | +3,012+8.3% | Added |
| Teachers Retirement System of the State of Kentucky | 38,927 | $3.05M | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 38,749 | $3.03M | 0.02% | +530+1.4% | Added |
| Mackenzie Financial Corp | 38,319 | $3.00M | 0.01% | +6,110+19.0% | Added |
| Wesbanco Bank Inc | 37,782 | $2.96M | 0.13% | +1,205+3.3% | Added |
| M. Kraus & Co | 37,222 | $2.91M | 1.07% | −3,372−8.3% | Reduced |
| British Columbia Investment Management Corp | 37,214 | $2.91M | 0.03% | −4,440−10.7% | Reduced |
| William Allan, LLC | 36,602 | $2.87M | 2.41% | −529−1.4% | Reduced |
| Ethic Inc. | 36,525 | $2.86M | 0.15% | −2,097−5.4% | Reduced |
| Sandy Spring Bank | 36,523 | $2.86M | 0.17% | +255+0.7% | Added |
| Financial Advisors Network, Inc. | 35,970 | $2.82M | 0.75% | +344+1.0% | Added |
| Baird Financial Group, Inc. | 35,823 | $2.81M | 0.01% | −1,043−2.8% | Reduced |
| Ingalls & Snyder LLC | 35,273 | $2.76M | 0.15% | −820−2.3% | Reduced |
| Teza Capital Management LLC | 34,400 | $2.69M | 0.51% | +2,818+8.9% | Added |
| Wealthfront Advisers LLC | 34,316 | $2.69M | 0.01% | +17,668+106.1% | Added |
| Securian Asset Management, Inc | 34,206 | $2.68M | 0.07% | −447−1.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,011 | $2.66M | 0.05% | +3,722+12.3% | Added |
| Guggenheim Capital LLC | 33,982 | $2.66M | 0.02% | +18,530+119.9% | Added |
| Swiss Life Asset Management Ltd | 33,702 | $2.64M | 0.04% | −14,102−29.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,178 | $2.60M | 0.01% | +4,268+14.8% | Added |
| Kentucky Retirement Systems | 33,039 | $2.59M | 0.10% | +144+0.4% | Added |
| Rockefeller Capital Management L.P. | 32,692 | $2.56M | 0.01% | −779−2.3% | Reduced |
| Elo Mutual Pension Insurance Co | 32,671 | $2.56M | 0.09% | +832+2.6% | Added |
| Tocqueville Asset Management L.P. | 32,354 | $2.53M | 0.05% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 32,336 | $2.53M | 0.07% | +32,336 | New |
| Oregon Public Employees Retirement Fund | 32,212 | $2.52M | 0.03% | 00.0% | Unchanged |
| Ossiam | 31,953 | $2.50M | 0.06% | +28,220+756.0% | Added |
| Cohen Klingenstein LLC | 31,307 | $2.45M | 0.12% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 31,200 | $2.44M | 0.70% | 00.0% | Unchanged |
| Hartford Investment Management Co | 30,546 | $2.39M | 0.07% | −16,738−35.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 30,370 | $2.38M | 0.06% | 00.0% | Unchanged |
| AMG National Trust Bank | 30,308 | $2.37M | 0.09% | −793−2.5% | Reduced |
| M Holdings Securities, Inc. | 29,726 | $2.33M | 0.25% | +35+0.1% | Added |
| Daiwa Securities Group Inc. | 29,481 | $2.31M | 0.02% | +1,367+4.9% | Added |
| Brown Brothers Harriman & Co | 29,442 | $2.31M | 0.02% | −483−1.6% | Reduced |
| Close Asset Management Ltd | 29,179 | $2.29M | 0.12% | −75−0.3% | Reduced |
| Gotham Asset Management, LLC | 28,921 | $2.26M | 0.06% | −29,499−50.5% | Reduced |
| Canandaigua National Corp | 28,628 | $2.24M | 0.38% | −285−1.0% | Reduced |
| Tufton Capital Management | 28,613 | $2.24M | 0.49% | −572−2.0% | Reduced |
| Seascape Capital Management | 28,594 | $2.24M | 1.22% | −20.0% | Reduced |
| Sandbar Asset Management LLP | 28,499 | $2.23M | 6.49% | −5,645−16.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 28,035 | $2.20M | 0.00% | −115,341−80.4% | Reduced |
| Wolverine Asset Management LLC | 28,000 | $2.19M | 0.03% | +28,000 | New |
| Heritage Investors Management Corp | 27,734 | $2.17M | 0.10% | −282−1.0% | Reduced |
| Natixis | 27,719 | $2.17M | 0.01% | +1,840+7.1% | Added |
| Evercore Wealth Management, LLC | 27,698 | $2.17M | 0.05% | −214−0.8% | Reduced |
| Fifth Third Bancorp | 27,683 | $2.17M | 0.01% | −32,615−54.1% | Reduced |
| Louisiana State Employees Retirement System | 26,900 | $2.11M | 0.06% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 26,815 | $2.10M | 0.02% | −32−0.1% | Reduced |
| HighTower Trust Services, LTA | 26,993 | $2.09M | 0.20% | +169+0.6% | Added |
| Shell Asset Management Co | 26,661 | $2.09M | 0.09% | −4,755−15.1% | Reduced |
| Vident Investment Advisory, LLC | 26,117 | $2.05M | 0.08% | +26,117 | New |
| JB Capital LLC | 25,915 | $2.03M | 0.20% | +438+1.7% | Added |
| LGT Group Foundation | 25,809 | $2.02M | 0.06% | −133−0.5% | Reduced |
| Rafferty Asset Management, LLC | 25,611 | $2.01M | 0.02% | +12,254+91.7% | Added |
| Norinchukin Bank, The | 25,523 | $2.00M | 0.04% | −5,988−19.0% | Reduced |
| SG Americas Securities, LLC | 25,440 | $1.99M | 0.03% | +7,970+45.6% | Added |
| Everence Capital Management Inc | 25,430 | $1.99M | 0.17% | +6,540+34.6% | Added |
| Crossmark Global Holdings, Inc. | 24,948 | $1.95M | 0.05% | −97−0.4% | Reduced |
| Liberty Capital Management, Inc. | 24,684 | $1.93M | 0.67% | +279+1.1% | Added |
| Metropolitan Life Insurance Co | 24,093 | $1.89M | 0.08% | −569−2.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 23,310 | $1.82M | 0.00% | +23,310 | New |
| Huntington National Bank | 23,263 | $1.82M | 0.02% | −2,313−9.0% | 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 |
| Moody Lynn & Lieberson, LLC | 22,890 | $1.79M | 0.16% | −3,107−12.0% | Reduced |
| Kestra Advisory Services, LLC | 22,802 | $1.79M | 0.02% | +3,114+15.8% | Added |
| AMF Pensionsforsakring AB | 22,543 | $1.77M | 0.02% | +22,543 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,500 | $1.76M | 1.23% | 00.0% | Unchanged |
| JustInvest LLC | 22,331 | $1.75M | 0.07% | +5,910+36.0% | Added |
| Boston Financial Mangement LLC | 22,306 | $1.75M | 0.07% | +1,678+8.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 22,209 | $1.74M | 0.41% | −930−4.0% | Reduced |
| Hartford Financial Management Inc. | 21,299 | $1.67M | 0.44% | −1,259−5.6% | Reduced |
| Tilt Investment Management Holdings, PBC | 21,172 | $1.66M | 1.41% | +21,172 | New |
| YHB Investment Advisors, Inc. | 21,027 | $1.65M | 0.18% | −358−1.7% | Reduced |
| Desjardins Global Asset Management Inc. | 20,982 | $1.64M | 0.26% | −1,346−6.0% | Reduced |
| Panagora Asset Management Inc | 20,786 | $1.63M | 0.01% | +5,186+33.2% | Added |
| Pendal Group Limited | 20,440 | $1.60M | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 20,309 | $1.59M | 0.11% | −22,244−52.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,124 | $1.58M | 0.03% | −113−0.6% | Reduced |
| Cetera Advisor Networks LLC | 20,088 | $1.57M | 0.01% | +3,286+19.6% | Added |
| New Mexico Educational Retirement Board | 19,908 | $1.56M | 0.08% | −1,700−7.9% | Reduced |
| Telos Capital Management, Inc. | 19,862 | $1.56M | 0.23% | −579−2.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,758 | $1.55M | 0.06% | −192−1.0% | Reduced |
| Tredje AP-fonden | 19,351 | $1.52M | 0.03% | +1,800+10.3% | Added |
| Savant Capital, LLC | 19,719 | $1.49M | 0.04% | +3,267+19.9% | Added |
| D. E. Shaw & Co., Inc. | 18,855 | $1.48M | 0.00% | −25,624−57.6% | Reduced |
| Cerity Partners LLC | 18,432 | $1.44M | 0.01% | +3,690+25.0% | Added |
| Colony Group LLC | 18,360 | $1.44M | 0.02% | +2,152+13.3% | Added |
| Alps Advisors Inc | 18,313 | $1.43M | 0.01% | −833−4.4% | Reduced |
| Walleye Trading LLC | 18,229 | $1.43M | 0.04% | −43,753−70.6% | Reduced |
| Dearborn Partners LLC | 18,177 | $1.42M | 0.06% | −2,949−14.0% | Reduced |
| E. Ohman J:or Asset Management AB | 18,000 | $1.41M | 0.06% | 00.0% | Unchanged |