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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 112,789 | $9.52M | 0.08% | +1,800+1.6% | Added |
| Arizona State Retirement System | 113,746 | $9.60M | 0.09% | −756−0.7% | Reduced |
| CIBC Asset Management Inc | 113,866 | $9.61M | 0.04% | +132+0.1% | Added |
| State of Michigan Retirement System | 113,907 | $9.61M | 0.06% | +700+0.6% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $9.67M | 0.12% | 00.0% | Unchanged |
| American International Group, Inc. | 116,019 | $9.79M | 0.06% | −146−0.1% | Reduced |
| DnB Asset Management AS | 118,531 | $10.0M | 0.06% | +10,573+9.8% | Added |
| Anchor Capital Advisors LLC | 118,613 | $10.0M | 0.26% | +4,936+4.3% | Added |
| Prospector Partners LLC | 120,415 | $10.2M | 1.47% | +3,500+3.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 121,325 | $10.2M | 0.66% | −8,760−6.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 121,448 | $10.3M | 0.07% | −50,364−29.3% | Reduced |
| Retirement Systems of Alabama | 122,624 | $10.3M | 0.04% | −10,834−8.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 122,869 | $10.4M | 0.13% | +4,188+3.5% | Added |
| Allspring Global Investments Holdings, LLC | 125,219 | $10.6M | 0.02% | +97,184+346.7% | Added |
| State of Tennessee, Treasury Department | 126,471 | $10.7M | 0.05% | +62,546+97.8% | Added |
| ING Groep NV | 127,498 | $10.8M | 0.10% | +44,768+54.1% | Added |
| Tudor Investment Corp Et Al | 127,499 | $10.8M | 0.20% | 00.0% | Unchanged |
| Barclays PLC | 128,324 | $10.8M | 0.01% | −326,826−71.8% | Reduced |
| Nisa Investment Advisors, LLC | 129,237 | $10.9M | 0.09% | +31,464+32.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 133,339 | $11.3M | 0.05% | +17,819+15.4% | Added |
| Standard Life Aberdeen plc | 134,149 | $11.3M | 0.03% | +8,097+6.4% | Added |
| PGGM Investments | 134,521 | $11.4M | 0.19% | +25,679+23.6% | Added |
| Greenwood Gearhart Inc | 135,360 | $11.4M | 1.45% | +33,462+32.8% | Added |
| Handelsbanken Fonder AB | 135,371 | $11.4M | 0.07% | +7,583+5.9% | Added |
| United Capital Financial Advisers, LLC | 137,610 | $11.6M | 0.06% | −8,199−5.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 140,854 | $11.9M | 1.78% | +5,580+4.1% | Added |
| DekaBank Deutsche Girozentrale | 144,574 | $12.0M | 0.03% | +219+0.2% | Added |
| Tiaa, FSB | 143,422 | $12.1M | 0.04% | +3,450+2.5% | Added |
| Natixis Advisors, L.P. | 146,933 | $12.4M | 0.04% | +30,564+26.3% | Added |
| KBC Group NV | 148,955 | $12.6M | 0.05% | −3,628−2.4% | Reduced |
| Creative Planning | 149,446 | $12.6M | 0.02% | −4,571−3.0% | Reduced |
| Franklin Resources Inc | 151,148 | $12.8M | 0.01% | +4,896+3.3% | Added |
| TD Asset Management Inc | 152,412 | $12.9M | 0.02% | +878+0.6% | Added |
| Commonwealth Equity Services, LLC | 156,698 | $13.2M | 0.03% | −1,497−0.9% | Reduced |
| AXA S.A. | 157,787 | $13.3M | 0.05% | −89,829−36.3% | Reduced |
| Royal London Asset Management Ltd | 158,680 | $13.4M | 0.05% | +437+0.3% | Added |
| Storebrand Asset Management AS | 160,635 | $13.6M | 0.07% | +520.0% | Added |
| Bahl & Gaynor Inc | 164,980 | $13.9M | 0.07% | +82,881+101.0% | Added |
| APG Asset Management N.V. | 179,459 | $13.9M | 0.03% | −108,072−37.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 167,967 | $14.2M | 0.04% | +59,448+54.8% | Added |
| Asset Management One Co.,Ltd. | 168,262 | $14.2M | 0.06% | +983+0.6% | Added |
| M&T Bank Corp | 170,934 | $14.4M | 0.06% | +1,848+1.1% | Added |
| Carnegie Capital Asset Management, LLC | 171,717 | $14.5M | 0.58% | +2,629+1.6% | Added |
| Canada Pension Plan Investment Board | 176,080 | $14.9M | 0.02% | +51,217+41.0% | Added |
| Treasurer of the State of North Carolina | 185,057 | $15.6M | 0.09% | −16,895−8.4% | Reduced |
| Qube Research & Technologies Ltd | 186,385 | $15.7M | 0.09% | +186,385 | New |
| Swedbank AB | 192,017 | $16.2M | 0.03% | +19,200+11.1% | Added |
| Squarepoint Ops LLC | 194,229 | $16.4M | 0.12% | −56,536−22.5% | Reduced |
| Toronto Dominion Bank | 198,929 | $16.8M | 0.03% | −33,796−14.5% | Reduced |
| Man Group plc | – | $16.9M | 0.06% | – | – |
| Teacher Retirement System of Texas | 200,214 | $16.9M | 0.11% | +37,681+23.2% | Added |
| Korea Investment CORP | 200,478 | $16.9M | 0.05% | −75,270−27.3% | Reduced |
| Davidson Investment Advisors | 204,031 | $17.2M | 1.13% | +19,956+10.8% | Added |
| Illinois Municipal Retirement Fund | 204,533 | $17.3M | 0.37% | −2,468−1.2% | Reduced |
| MAI Capital Management | 204,892 | $17.3M | 0.28% | −2,862−1.4% | Reduced |
| Susquehanna International Group, LLP | 206,668 | $17.4M | 0.03% | +26,290+14.6% | Added |
| Andra AP-fonden | 208,234 | $17.6M | 0.46% | +75,834+57.3% | Added |
| Mn Services Vermogensbeheer B.V. | 209,300 | $17.7M | 0.18% | +6,400+3.2% | Added |
| London & Capital Asset Management Ltd | 213,340 | $18.0M | 1.69% | −45,625−17.6% | Reduced |
| Public Employees Retirement System of Ohio | 214,582 | $18.1M | 0.08% | −3,092−1.4% | Reduced |
| Intech Investment Management LLC | 216,702 | $18.3M | 0.15% | −1,045−0.5% | Reduced |
| Allianz Asset Management GmbH | 220,506 | $18.6M | 0.04% | +6,205+2.9% | Added |
| Jacobs Levy Equity Management, Inc | 222,224 | $18.8M | 0.11% | +36,043+19.4% | Added |
| CI Private Wealth, LLC | 223,294 | $18.8M | 0.05% | +66,125+42.1% | Added |
| Raymond James & Associates | 231,928 | $19.6M | 0.02% | −4,241−1.8% | Reduced |
| Comgest Global Investors S.A.S. | 235,856 | $19.9M | 0.37% | −6,153−2.5% | Reduced |
| State of New Jersey Common Pension Fund D | 236,674 | $20.0M | 0.07% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 242,375 | $20.5M | 0.08% | +700+0.3% | Added |
| SEI Investments Co | 248,233 | $21.0M | 0.04% | +51,748+26.3% | Added |
| Equitable Trust Co | 249,407 | $21.0M | 1.66% | −10,168−3.9% | Reduced |
| Border to Coast Pensions Partnership Ltd | 260,719 | $22.0M | 0.59% | +37,461+16.8% | Added |
| ExodusPoint Capital Management, LP | 264,590 | $22.3M | 0.26% | +57,268+27.6% | Added |
| US Bancorp | 270,112 | $22.8M | 0.04% | −19,990−6.9% | Reduced |
| Lord, Abbett & Co. LLC | 270,190 | $22.8M | 0.08% | −24,590−8.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 271,494 | $22.9M | 0.16% | +30,784+12.8% | Added |
| AustralianSuper Pty Ltd | 272,903 | $23.0M | 0.16% | +4,705+1.8% | Added |
| Factory Mutual Insurance Co | 273,800 | $23.1M | 0.36% | −39,000−12.5% | Reduced |
| Assenagon Asset Management S.A. | 285,745 | $24.1M | 0.09% | +114,773+67.1% | Added |
| Bank of Montreal | 283,479 | $24.3M | 0.02% | −164,893−36.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 288,604 | $24.4M | 0.38% | −20,550−6.6% | Reduced |
| Prio Wealth Limited Partnership | 293,372 | $24.8M | 0.95% | −2,323−0.8% | Reduced |
| Alphinity Investment Management Pty Ltd | 302,258 | $25.5M | 0.57% | +103,250+51.9% | Added |
| AQR Capital Management LLC | 307,283 | $25.7M | 0.06% | +19,962+6.9% | Added |
| Welch & Forbes LLC | 305,500 | $25.8M | 0.44% | −4,717−1.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 309,443 | $26.1M | 0.06% | +10,845+3.6% | Added |
| Ameriprise Financial Inc | 313,772 | $26.5M | 0.01% | −256,002−44.9% | Reduced |
| National Bank of Canada | 321,538 | $27.1M | 0.07% | +41,586+14.9% | Added |
| Envestnet Asset Management Inc | 330,546 | $27.9M | 0.01% | +30,493+10.2% | Added |
| Prudential Financial Inc | 394,595 | $30.0M | 0.05% | +26,981+7.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 361,608 | $30.5M | 0.38% | −3,432−0.9% | Reduced |
| Victory Capital Management Inc | 366,202 | $30.9M | 0.03% | −25,799−6.6% | Reduced |
| Pinebridge Investments, L.P. | 371,310 | $31.3M | 0.35% | +132,640+55.6% | Added |
| Nordea Investment Management AB | 381,179 | $31.9M | 0.05% | +157,242+70.2% | Added |
| Candriam Luxembourg S.C.A. | 420,658 | $32.7M | 0.23% | −24,060−5.4% | Reduced |
| Rathbone Brothers plc | 392,487 | $33.1M | 0.34% | −5,606−1.4% | Reduced |
| Citigroup Inc | 401,221 | $33.9M | 0.05% | +40,729+11.3% | Added |
| Banque Pictet & Cie SA | 417,962 | $35.3M | 0.34% | −9,998−2.3% | Reduced |
| Ensign Peak Advisors, Inc | 419,608 | $35.4M | 0.08% | +316,449+306.8% | Added |
| Impax Asset Management Group plc | 421,600 | $35.6M | 0.15% | −1,624−0.4% | Reduced |
| Great West Life Assurance Co | 430,540 | $36.4M | 0.09% | +2,615+0.6% | Added |