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, Q1 2023
Institutional positions in Otis Worldwide Corp as of Mar 31, 2023. 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
- 1,101
- +22 vs. Q4 2022
- Shares held
- 400.3M
- +46.2M (+13.0%) vs. Q4 2022
- Total value
- $30.1B
- +$2.36B (+8.5%) vs. Q4 2022
- New holders
- 91
- 343 more added
- Sold out
- 69
- 436 more reduced
27 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 40,416,126 | $3.41B | 0.09% | +702,817+1.8% | Added |
| BlackRock Inc. | 35,391,701 | $2.99B | 0.09% | +186,077+0.5% | Added |
| State Street Corp | 15,806,912 | $1.33B | 0.08% | −143,366−0.9% | Reduced |
| Morgan Stanley | 13,302,514 | $1.12B | 0.12% | +91,817+0.7% | Added |
| Geode Capital Management, LLC | 9,848,569 | $830.6M | 0.11% | +22,138+0.2% | Added |
| Alliancebernstein L.P. | 9,240,178 | $779.9M | 0.33% | +134,333+1.5% | Added |
| Fiera Capital Corp | 9,164,045 | $773.4M | 2.31% | −164,524−1.8% | Reduced |
| Capital Research Global Investors | 8,479,508 | $715.7M | 0.20% | +975,594+13.0% | Added |
| Massachusetts Financial Services Co | 8,150,730 | $687.9M | 0.24% | −165,676−2.0% | Reduced |
| Invesco Ltd. | 6,495,685 | $548.2M | 0.15% | −192,279−2.9% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 6,281,675 | $530.2M | 2.29% | +9980.0% | Added |
| BLS Capital Fondsmaeglerselskab A/S | 5,728,752 | $483.5M | 12.40% | −250,442−4.2% | Reduced |
| Dodge & Cox | 5,209,672 | $439.7M | 0.30% | −13,550−0.3% | Reduced |
| Bank of America Corp | 4,959,747 | $418.6M | 0.05% | +229,653+4.9% | Added |
| Norges Bank | 4,921,045 | $415.3M | 0.09% | +196,071+4.1% | Added |
| Boston Partners | 4,698,842 | $396.8M | 0.55% | −699,368−13.0% | Reduced |
| Northern Trust Corp | 4,611,637 | $389.2M | 0.08% | −10,303−0.2% | Reduced |
| JPMorgan Chase & Co | 4,512,495 | $380.9M | 0.05% | +200,482+4.6% | Added |
| Wellington Management Group LLP | 4,366,680 | $368.5M | 0.07% | −859,251−16.4% | Reduced |
| Bank of New York Mellon Corp | 4,008,357 | $338.3M | 0.07% | −93,543−2.3% | Reduced |
| FMR LLC | 3,813,169 | $321.8M | 0.03% | −165,018−4.1% | Reduced |
| Price T Rowe Associates Inc | 3,409,032 | $287.7M | 0.04% | +120,099+3.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,371,806 | $284.6M | 1.45% | +69,225+2.1% | Added |
| Lazard Asset Management LLC | 3,225,836 | $272.3M | 0.36% | −198,156−5.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,092,648 | $261.0M | 0.62% | +124,121+4.2% | Added |
| Parnassus Investments | 3,084,331 | $260.3M | 0.65% | −235,151−7.1% | Reduced |
| Legal & General Group Plc | 2,990,197 | $252.4M | 0.09% | +78,477+2.7% | Added |
| Goldman Sachs Group Inc | 2,950,550 | $249.0M | 0.07% | +963,554+48.5% | Added |
| Dimensional Fund Advisors LP | 2,708,555 | $228.6M | 0.08% | +11,109+0.4% | Added |
| Ako Capital LLP | 2,701,121 | $228.0M | 3.47% | −125,323−4.4% | Reduced |
| Sarasin & Partners LLP | 2,649,259 | $223.6M | 2.82% | −362,381−12.0% | Reduced |
| Brown Advisory Inc | 2,485,184 | $209.7M | 0.36% | +119,644+5.1% | Added |
| UBS Asset Management Americas Inc | 2,443,338 | $206.2M | 0.10% | +114,132+4.9% | Added |
| Los Angeles Capital Management LLC | 2,419,700 | $204.2M | 0.91% | +575,863+31.2% | Added |
| Citadel Advisors LLC | 2,398,006 | $202.4M | 0.22% | +292,586+13.9% | Added |
| London Co of Virginia | 2,227,691 | $188.0M | 1.09% | −17,918−0.8% | Reduced |
| Vontobel Asset Management Inc | 2,066,982 | $187.3M | 1.35% | −177,209−7.9% | Reduced |
| Menora Mivtachim Holdings Ltd. | 2,210,776 | $186.6M | 1.93% | −13,400−0.6% | Reduced |
| Schroder Investment Management Group | 2,199,251 | $185.6M | 0.28% | +834,260+61.1% | Added |
| Omers Administration Corp | 2,177,048 | $183.7M | 2.83% | 00.0% | Unchanged |
| Deccan Value Investors L.P. | 2,125,002 | $179.4M | 17.76% | −235,100−10.0% | Reduced |
| Charles Schwab Investment Management Inc | 2,121,373 | $179.0M | 0.05% | +10,426+0.5% | Added |
| State of Wisconsin Investment Board | 1,988,949 | $167.9M | 0.50% | +325,488+19.6% | Added |
| Gates Capital Management, Inc. | 1,987,622 | $167.8M | 5.75% | 00.0% | Unchanged |
| Credit Suisse AG | 1,980,189 | $167.1M | 0.17% | −41,113−2.0% | Reduced |
| Putnam Investments LLC | 1,963,966 | $165.8M | 0.27% | +53,012+2.8% | Added |
| Pictet Asset Management SA | 1,732,080 | $146.2M | 0.18% | +355,475+25.8% | Added |
| Primecap Management Co | 1,713,641 | $144.6M | 0.13% | +86,800+5.3% | Added |
| StonePine Asset Management Inc. | 1,687,258 | $142.4M | 3.44% | +1,474,467+692.9% | Added |
| Swiss National Bank | 1,653,243 | $139.5M | 0.10% | −55,100−3.2% | Reduced |
| Fundsmith Investment Services Ltd. | 1,628,133 | $137.4M | 2.11% | +7650.0% | Added |
| Guinness Asset Management LTD | 1,597,100 | $134.8M | 3.42% | +156,905+10.9% | Added |
| Nuveen Asset Management, LLC | 1,529,488 | $129.1M | 0.05% | −2,638−0.2% | Reduced |
| Clearbridge Investments, LLC | 1,503,698 | $126.9M | 0.12% | −10,936−0.7% | Reduced |
| CIBC Private Wealth Group, LLC | 3,505,181 | $123.6M | 0.36% | −30,182−0.9% | Reduced |
| Royal Bank of Canada | 1,436,023 | $121.2M | 0.04% | +642,261+80.9% | Added |
| Amundi | 1,500,477 | $119.1M | 0.06% | +223,159+17.5% | Added |
| Deutsche Bank AG | 1,361,020 | $114.9M | 0.06% | +127,146+10.3% | Added |
| Two Sigma Advisers, LP | 1,280,900 | $108.1M | 0.28% | −225,300−15.0% | Reduced |
| Balyasny Asset Management LLC | 1,266,440 | $106.9M | 0.35% | +336,375+36.2% | Added |
| Manufacturers Life Insurance Company, The | 1,264,283 | $106.7M | 0.06% | −424,125−25.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,255,869 | $106.0M | 0.08% | +42,970+3.5% | Added |
| Fisher Asset Management, LLC | 1,153,148 | $97.3M | 0.06% | +50,804+4.6% | Added |
| Jennison Associates LLC | 1,080,262 | $91.2M | 0.08% | −72,610−6.3% | Reduced |
| Russell Investments Group, Ltd. | 1,055,314 | $88.9M | 0.17% | +195,102+22.7% | Added |
| Neuberger Berman Group LLC | 993,890 | $83.8M | 0.08% | +6,564+0.7% | Added |
| Lazard Freres Gestion S.A.S. | 1,120,642 | $82.3M | 3.03% | −60,652−5.1% | Reduced |
| Canoe Financial LP | 962,294 | $81.2M | 1.14% | +962,294 | New |
| Pensioenfonds Rail & Ov | 950,634 | $80.2M | 3.10% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 897,371 | $75.7M | 0.26% | +78,436+9.6% | Added |
| Rhumbline Advisers | 860,114 | $72.6M | 0.09% | +37,687+4.6% | Added |
| Arrowstreet Capital, Limited Partnership | 854,609 | $72.1M | 0.09% | +831,299+3,566.3% | Added |
| Fayez Sarofim & Co | 840,572 | $70.9M | 0.25% | +17,586+2.1% | Added |
| HighTower Advisors, LLC | 825,831 | $69.7M | 0.15% | +2150.0% | Added |
| Nissay Asset Management Corp | 786,559 | $66.4M | 0.59% | −53,199−6.3% | Reduced |
| American Century Companies Inc | 785,571 | $66.3M | 0.05% | +108,282+16.0% | Added |
| California Public Employees Retirement System | 781,118 | $65.9M | 0.06% | −134,087−14.7% | Reduced |
| Wells Fargo & Company | 748,771 | $63.2M | 0.02% | −32,183−4.1% | Reduced |
| Macquarie Group Ltd | 742,828 | $62.7M | 0.07% | +29,865+4.2% | Added |
| National Pension Service | 729,593 | $60.7M | 0.11% | +165,786+29.4% | Added |
| California State Teachers Retirement System | 696,062 | $58.7M | 0.09% | −11,274−1.6% | Reduced |
| Railway Pension Investments Ltd | 652,800 | $55.1M | 0.56% | +11,100+1.7% | Added |
| Aviva PLC | 652,123 | $55.0M | 0.25% | −152,385−18.9% | Reduced |
| HSBC Holdings PLC | 628,678 | $52.9M | 0.07% | +117,871+23.1% | Added |
| Artisan Partners Limited Partnership | 622,048 | $52.5M | 0.09% | −32,678−5.0% | Reduced |
| Renaissance Technologies LLC | 613,400 | $51.8M | 0.07% | −100,200−14.0% | Reduced |
| Bank of Nova Scotia | 606,427 | $51.2M | 0.15% | +532,318+718.3% | Added |
| Alyeska Investment Group, L.P. | 601,822 | $50.8M | 0.45% | +390,743+185.1% | Added |
| Antipodes Partners Ltd | 583,979 | $49.3M | 1.71% | +38,928+7.1% | Added |
| HM Payson & Co | 520,236 | $43.9M | 1.05% | +471,774+973.5% | Added |
| New York State Common Retirement Fund | 518,619 | $43.8M | 0.06% | −6,580−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 518,112 | $43.7M | 0.04% | −35,087−6.3% | Reduced |
| Principal Financial Group Inc | 513,804 | $43.4M | 0.03% | +3,112+0.6% | Added |
| State Board of Administration of Florida Retirement System | 477,478 | $40.3M | 0.09% | 00.0% | Unchanged |
| Voya Investment Management LLC | 470,407 | $39.7M | 0.04% | +26,451+6.0% | Added |
| UBS Group AG | 452,863 | $38.2M | 0.02% | −9,097−2.0% | Reduced |
| New York State Teachers Retirement System | 451,889 | $38.1M | 0.09% | +1,974+0.4% | Added |
| First Trust Advisors LP | 442,338 | $37.3M | 0.04% | +72,838+19.7% | Added |
| Great West Life Assurance Co | 430,540 | $36.4M | 0.09% | +2,615+0.6% | Added |
| Impax Asset Management Group plc | 421,600 | $35.6M | 0.15% | −1,624−0.4% | Reduced |