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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 442,338 | $37.3M | 0.04% | +72,838+19.7% | Added |
| New York State Teachers Retirement System | 451,889 | $38.1M | 0.09% | +1,974+0.4% | Added |
| UBS Group AG | 452,863 | $38.2M | 0.02% | −9,097−2.0% | Reduced |
| Voya Investment Management LLC | 470,407 | $39.7M | 0.04% | +26,451+6.0% | Added |
| State Board of Administration of Florida Retirement System | 477,478 | $40.3M | 0.09% | 00.0% | Unchanged |
| Principal Financial Group Inc | 513,804 | $43.4M | 0.03% | +3,112+0.6% | Added |
| The PNC Financial Services Group, Inc. | 518,112 | $43.7M | 0.04% | −35,087−6.3% | Reduced |
| New York State Common Retirement Fund | 518,619 | $43.8M | 0.06% | −6,580−1.3% | Reduced |
| HM Payson & Co | 520,236 | $43.9M | 1.05% | +471,774+973.5% | Added |
| Antipodes Partners Ltd | 583,979 | $49.3M | 1.71% | +38,928+7.1% | Added |
| Alyeska Investment Group, L.P. | 601,822 | $50.8M | 0.45% | +390,743+185.1% | Added |
| Bank of Nova Scotia | 606,427 | $51.2M | 0.15% | +532,318+718.3% | Added |
| Renaissance Technologies LLC | 613,400 | $51.8M | 0.07% | −100,200−14.0% | Reduced |
| Artisan Partners Limited Partnership | 622,048 | $52.5M | 0.09% | −32,678−5.0% | Reduced |
| HSBC Holdings PLC | 628,678 | $52.9M | 0.07% | +117,871+23.1% | Added |
| Aviva PLC | 652,123 | $55.0M | 0.25% | −152,385−18.9% | Reduced |
| Railway Pension Investments Ltd | 652,800 | $55.1M | 0.56% | +11,100+1.7% | Added |
| California State Teachers Retirement System | 696,062 | $58.7M | 0.09% | −11,274−1.6% | Reduced |
| National Pension Service | 729,593 | $60.7M | 0.11% | +165,786+29.4% | Added |
| Macquarie Group Ltd | 742,828 | $62.7M | 0.07% | +29,865+4.2% | Added |
| Wells Fargo & Company | 748,771 | $63.2M | 0.02% | −32,183−4.1% | Reduced |
| California Public Employees Retirement System | 781,118 | $65.9M | 0.06% | −134,087−14.7% | Reduced |
| American Century Companies Inc | 785,571 | $66.3M | 0.05% | +108,282+16.0% | Added |
| Nissay Asset Management Corp | 786,559 | $66.4M | 0.59% | −53,199−6.3% | Reduced |
| HighTower Advisors, LLC | 825,831 | $69.7M | 0.15% | +2150.0% | Added |
| Fayez Sarofim & Co | 840,572 | $70.9M | 0.25% | +17,586+2.1% | Added |
| Arrowstreet Capital, Limited Partnership | 854,609 | $72.1M | 0.09% | +831,299+3,566.3% | Added |
| Rhumbline Advisers | 860,114 | $72.6M | 0.09% | +37,687+4.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 897,371 | $75.7M | 0.26% | +78,436+9.6% | Added |
| Pensioenfonds Rail & Ov | 950,634 | $80.2M | 3.10% | 00.0% | Unchanged |
| Canoe Financial LP | 962,294 | $81.2M | 1.14% | +962,294 | New |
| Lazard Freres Gestion S.A.S. | 1,120,642 | $82.3M | 3.03% | −60,652−5.1% | Reduced |
| Neuberger Berman Group LLC | 993,890 | $83.8M | 0.08% | +6,564+0.7% | Added |
| Russell Investments Group, Ltd. | 1,055,314 | $88.9M | 0.17% | +195,102+22.7% | Added |
| Jennison Associates LLC | 1,080,262 | $91.2M | 0.08% | −72,610−6.3% | Reduced |
| Fisher Asset Management, LLC | 1,153,148 | $97.3M | 0.06% | +50,804+4.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,255,869 | $106.0M | 0.08% | +42,970+3.5% | Added |
| Manufacturers Life Insurance Company, The | 1,264,283 | $106.7M | 0.06% | −424,125−25.1% | Reduced |
| Balyasny Asset Management LLC | 1,266,440 | $106.9M | 0.35% | +336,375+36.2% | Added |
| Two Sigma Advisers, LP | 1,280,900 | $108.1M | 0.28% | −225,300−15.0% | Reduced |
| Deutsche Bank AG | 1,361,020 | $114.9M | 0.06% | +127,146+10.3% | Added |
| Amundi | 1,500,477 | $119.1M | 0.06% | +223,159+17.5% | Added |
| Royal Bank of Canada | 1,436,023 | $121.2M | 0.04% | +642,261+80.9% | Added |
| CIBC Private Wealth Group, LLC | 3,505,181 | $123.6M | 0.36% | −30,182−0.9% | Reduced |
| Clearbridge Investments, LLC | 1,503,698 | $126.9M | 0.12% | −10,936−0.7% | Reduced |
| Nuveen Asset Management, LLC | 1,529,488 | $129.1M | 0.05% | −2,638−0.2% | Reduced |
| Guinness Asset Management LTD | 1,597,100 | $134.8M | 3.42% | +156,905+10.9% | Added |
| Fundsmith Investment Services Ltd. | 1,628,133 | $137.4M | 2.11% | +7650.0% | Added |
| Swiss National Bank | 1,653,243 | $139.5M | 0.10% | −55,100−3.2% | Reduced |
| StonePine Asset Management Inc. | 1,687,258 | $142.4M | 3.44% | +1,474,467+692.9% | Added |
| Primecap Management Co | 1,713,641 | $144.6M | 0.13% | +86,800+5.3% | Added |
| Pictet Asset Management SA | 1,732,080 | $146.2M | 0.18% | +355,475+25.8% | Added |
| Putnam Investments LLC | 1,963,966 | $165.8M | 0.27% | +53,012+2.8% | Added |
| Credit Suisse AG | 1,980,189 | $167.1M | 0.17% | −41,113−2.0% | Reduced |
| Gates Capital Management, Inc. | 1,987,622 | $167.8M | 5.75% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 1,988,949 | $167.9M | 0.50% | +325,488+19.6% | Added |
| Charles Schwab Investment Management Inc | 2,121,373 | $179.0M | 0.05% | +10,426+0.5% | Added |
| Deccan Value Investors L.P. | 2,125,002 | $179.4M | 17.76% | −235,100−10.0% | Reduced |
| Omers Administration Corp | 2,177,048 | $183.7M | 2.83% | 00.0% | Unchanged |
| Schroder Investment Management Group | 2,199,251 | $185.6M | 0.28% | +834,260+61.1% | Added |
| Menora Mivtachim Holdings Ltd. | 2,210,776 | $186.6M | 1.93% | −13,400−0.6% | Reduced |
| Vontobel Asset Management Inc | 2,066,982 | $187.3M | 1.35% | −177,209−7.9% | Reduced |
| London Co of Virginia | 2,227,691 | $188.0M | 1.09% | −17,918−0.8% | Reduced |
| Citadel Advisors LLC | 2,398,006 | $202.4M | 0.22% | +292,586+13.9% | Added |
| Los Angeles Capital Management LLC | 2,419,700 | $204.2M | 0.91% | +575,863+31.2% | Added |
| UBS Asset Management Americas Inc | 2,443,338 | $206.2M | 0.10% | +114,132+4.9% | Added |
| Brown Advisory Inc | 2,485,184 | $209.7M | 0.36% | +119,644+5.1% | Added |
| Sarasin & Partners LLP | 2,649,259 | $223.6M | 2.82% | −362,381−12.0% | Reduced |
| Ako Capital LLP | 2,701,121 | $228.0M | 3.47% | −125,323−4.4% | Reduced |
| Dimensional Fund Advisors LP | 2,708,555 | $228.6M | 0.08% | +11,109+0.4% | Added |
| Goldman Sachs Group Inc | 2,950,550 | $249.0M | 0.07% | +963,554+48.5% | Added |
| Legal & General Group Plc | 2,990,197 | $252.4M | 0.09% | +78,477+2.7% | Added |
| Parnassus Investments | 3,084,331 | $260.3M | 0.65% | −235,151−7.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,092,648 | $261.0M | 0.62% | +124,121+4.2% | Added |
| Lazard Asset Management LLC | 3,225,836 | $272.3M | 0.36% | −198,156−5.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,371,806 | $284.6M | 1.45% | +69,225+2.1% | Added |
| Price T Rowe Associates Inc | 3,409,032 | $287.7M | 0.04% | +120,099+3.7% | Added |
| FMR LLC | 3,813,169 | $321.8M | 0.03% | −165,018−4.1% | Reduced |
| Bank of New York Mellon Corp | 4,008,357 | $338.3M | 0.07% | −93,543−2.3% | Reduced |
| Wellington Management Group LLP | 4,366,680 | $368.5M | 0.07% | −859,251−16.4% | Reduced |
| JPMorgan Chase & Co | 4,512,495 | $380.9M | 0.05% | +200,482+4.6% | Added |
| Northern Trust Corp | 4,611,637 | $389.2M | 0.08% | −10,303−0.2% | Reduced |
| Boston Partners | 4,698,842 | $396.8M | 0.55% | −699,368−13.0% | Reduced |
| Norges Bank | 4,921,045 | $415.3M | 0.09% | +196,071+4.1% | Added |
| Bank of America Corp | 4,959,747 | $418.6M | 0.05% | +229,653+4.9% | Added |
| Dodge & Cox | 5,209,672 | $439.7M | 0.30% | −13,550−0.3% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 5,728,752 | $483.5M | 12.40% | −250,442−4.2% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 6,281,675 | $530.2M | 2.29% | +9980.0% | Added |
| Invesco Ltd. | 6,495,685 | $548.2M | 0.15% | −192,279−2.9% | Reduced |
| Massachusetts Financial Services Co | 8,150,730 | $687.9M | 0.24% | −165,676−2.0% | Reduced |
| Capital Research Global Investors | 8,479,508 | $715.7M | 0.20% | +975,594+13.0% | Added |
| Fiera Capital Corp | 9,164,045 | $773.4M | 2.31% | −164,524−1.8% | Reduced |
| Alliancebernstein L.P. | 9,240,178 | $779.9M | 0.33% | +134,333+1.5% | Added |
| Geode Capital Management, LLC | 9,848,569 | $830.6M | 0.11% | +22,138+0.2% | Added |
| Morgan Stanley | 13,302,514 | $1.12B | 0.12% | +91,817+0.7% | Added |
| State Street Corp | 15,806,912 | $1.33B | 0.08% | −143,366−0.9% | Reduced |
| BlackRock Inc. | 35,391,701 | $2.99B | 0.09% | +186,077+0.5% | Added |
| Vanguard Group Inc | 40,416,126 | $3.41B | 0.09% | +702,817+1.8% | Added |
| EP Wealth Advisors, LLC | 1,176 | – | – | −1,645−58.3% | Reduced |
| Retirement Group, LLC | 18 | – | – | 00.0% | Unchanged |