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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 8,353 | $705.0K | 0.07% | +8,353 | New |
| Panagora Asset Management Inc | 8,356 | $705.2K | 0.00% | −12,430−59.8% | Reduced |
| FineMark National Bank & Trust | 8,477 | $715.5K | 0.03% | +142+1.7% | Added |
| Caxton Associates LP | 8,501 | $717.5K | 0.11% | +8,501 | New |
| Sit Investment Associates Inc | 8,505 | $718.0K | 0.02% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 8,513 | $718.5K | 0.02% | +8,513 | New |
| Field & Main Bank | 8,643 | $729.5K | 0.44% | +419+5.1% | Added |
| Johnson Investment Counsel Inc | 8,716 | $735.6K | 0.01% | −397−4.4% | Reduced |
| Parallel Advisors, LLC | 8,855 | $747.4K | 0.03% | +723+8.9% | Added |
| Holowesko Partners Ltd. | 9,000 | $759.6K | 0.40% | −6,500−41.9% | Reduced |
| Snowden Capital Advisors LLC | 9,006 | $760.1K | 0.03% | +694+8.3% | Added |
| Glenview Trust Co | 9,068 | $765.3K | 0.02% | −23−0.3% | Reduced |
| Home Federal Bank of Tennessee | 9,071 | $765.6K | 0.28% | +100+1.1% | Added |
| Bridges Investment Management Inc | 9,140 | $771.4K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 9,222 | $778.0K | 0.02% | +2,456+36.3% | Added |
| Cetera Investment Advisers | 9,226 | $778.8K | 0.01% | −915−9.0% | Reduced |
| Pathstone Family Office, LLC | 8,831 | $784.3K | 0.01% | −5,955−40.3% | Reduced |
| Merit Financial Group, LLC | 9,311 | $785.8K | 0.03% | −51−0.5% | Reduced |
| Greenleaf Trust | 9,329 | $787.4K | 0.01% | +546+6.2% | Added |
| Williams Jones Wealth Management, LLC. | 9,337 | $788.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 9,361 | $790.1K | 0.02% | +627+7.2% | Added |
| Ostrum Asset Management | 9,363 | $790.2K | 0.07% | +9,363 | New |
| AE Wealth Management LLC | 9,382 | $791.8K | 0.01% | +611+7.0% | Added |
| Fractal Investments LLC | 9,400 | $793.4K | 0.18% | 00.0% | Unchanged |
| Argent Trust Co | 9,416 | $794.7K | 0.05% | +262+2.9% | Added |
| Oppenheimer & Co Inc | 9,590 | $809.4K | 0.02% | −841−8.1% | Reduced |
| Toroso Investments, LLC | 9,653 | $815.0K | 0.03% | +724+8.1% | Added |
| Qtron Investments LLC | 9,864 | $832.5K | 0.17% | +7,163+265.2% | Added |
| Bleakley Financial Group, LLC | 9,914 | $836.7K | 0.03% | +380+4.0% | Added |
| Sawtooth Solutions, LLC | 9,927 | $837.8K | 0.02% | +5,691+134.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,931 | $838.0K | 0.02% | +643+6.9% | Added |
| Canal Insurance CO | 10,000 | $843.0K | 0.23% | 00.0% | Unchanged |
| Cypress Capital Group | 9,997 | $843.8K | 0.13% | −41−0.4% | Reduced |
| First Hawaiian Bank | 10,226 | $863.1K | 0.03% | −1,678−14.1% | Reduced |
| Abbrea Capital, LLC | 10,289 | $868.0K | 0.15% | −27−0.3% | Reduced |
| Graham Capital Management, L.P. | 10,442 | $881.3K | 0.03% | +10,442 | New |
| Point72 Asset Management, L.P. | 10,531 | $888.8K | 0.00% | −528,533−98.0% | Reduced |
| Amica Retiree Medical Trust | 10,542 | $890.0K | 0.94% | +4,227+66.9% | Added |
| Salem Investment Counselors Inc | 10,717 | $904.5K | 0.04% | +3,945+58.3% | Added |
| Natixis Investment Managers International | 10,725 | $905.2K | 0.07% | −1,190−10.0% | Reduced |
| Principle Wealth Partners LLC | 10,739 | $906.4K | 0.10% | +99+0.9% | Added |
| D.A. Davidson & Co. | 10,927 | $921.8K | 0.01% | −1,050−8.8% | Reduced |
| IMA Wealth, Inc. | 10,973 | $926.1K | 0.24% | −29−0.3% | Reduced |
| Bessemer Group Inc | 11,023 | $930.0K | 0.00% | +312+2.9% | Added |
| Bollard Group LLC | 11,082 | $935.0K | 0.03% | +50.0% | Added |
| Sandbar Asset Management LLP | 11,101 | $937.0K | 2.82% | −17,398−61.0% | Reduced |
| Compass Wealth Management LLC | 11,120 | $938.5K | 0.30% | −400−3.5% | Reduced |
| Resources Investment Advisors, LLC. | 11,280 | $952.0K | 0.02% | +233+2.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,309 | $954.5K | 0.08% | +6,450+132.7% | Added |
| Blair William & Co | 11,426 | $964.4K | 0.00% | +73+0.6% | Added |
| Van Hulzen Asset Management, LLC | 11,500 | $971.0K | 0.09% | 00.0% | Unchanged |
| Empirical Finance, LLC | 11,541 | $974.1K | 0.09% | +583+5.3% | Added |
| Neville Rodie & Shaw Inc | 11,608 | $980.0K | 0.09% | −521−4.3% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 11,633 | $981.8K | 0.33% | −1,584−12.0% | Reduced |
| Ieq Capital, LLC | 11,646 | $982.9K | 0.02% | +3,513+43.2% | Added |
| Park Avenue Securities LLC | 11,730 | $990.0K | 0.02% | +1,026+9.6% | Added |
| Trust Co of Toledo NA | 11,791 | $995.2K | 0.18% | −352−2.9% | Reduced |
| Cubist Systematic Strategies, LLC | 11,860 | $1.00M | 0.01% | +9,111+331.4% | Added |
| Bartlett & Co. Wealth Management LLC | 12,058 | $1.02M | 0.02% | −581−4.6% | Reduced |
| Bartlett & Co. LLC | 12,058 | $1.02M | 0.02% | −581−4.6% | Reduced |
| Rossmore Private Capital | 12,083 | $1.02M | 0.16% | −529−4.2% | Reduced |
| Burney Co | 12,165 | $1.03M | 0.05% | −20−0.2% | Reduced |
| Cetera Advisors LLC | 12,350 | $1.04M | 0.02% | +56+0.5% | Added |
| Raymond James Trust N.A. | 12,412 | $1.05M | 0.03% | +1,113+9.9% | Added |
| Perigon Wealth Management, LLC | 12,728 | $1.07M | 0.06% | +116+0.9% | Added |
| Bokf, NA | 12,882 | $1.09M | 0.02% | −3,469−21.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.10M | 0.17% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 13,041 | $1.10M | 0.03% | −16−0.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 13,107 | $1.11M | 0.03% | +13,107 | New |
| Advisor Partners II, LLC | 13,201 | $1.11M | 0.06% | +1,431+12.2% | Added |
| Ironwood Investment Management LLC | 13,203 | $1.11M | 0.70% | −208−1.6% | Reduced |
| Private Trust Co NA | 13,396 | $1.13M | 0.15% | +12+0.1% | Added |
| Lee Danner & Bass Inc | 13,432 | $1.13M | 0.10% | −638−4.5% | Reduced |
| CWM, LLC | 13,553 | $1.14M | 0.01% | +2,362+21.1% | Added |
| Birch Hill Investment Advisors LLC | 13,563 | $1.14M | 0.07% | −2,092−13.4% | Reduced |
| Monarch Capital Management Inc | 13,570 | $1.15M | 0.35% | −1,365−9.1% | Reduced |
| Investment Management of Virginia LLC | 13,662 | $1.15M | 0.22% | +40+0.3% | Added |
| Goelzer Investment Management, Inc. | 13,772 | $1.16M | 0.10% | +66+0.5% | Added |
| NBT Bank N A | 13,814 | $1.17M | 0.17% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,825 | $1.17M | 0.04% | −1,924−12.2% | Reduced |
| Beacon Pointe Advisors, LLC | 14,170 | $1.20M | 0.02% | +4,204+42.2% | Added |
| Davenport & Co LLC | 14,312 | $1.21M | 0.01% | −100−0.7% | Reduced |
| Woodstock Corp | 14,390 | $1.21M | 0.15% | −75−0.5% | Reduced |
| Colony Group LLC | 14,549 | $1.23M | 0.02% | −3,811−20.8% | Reduced |
| Jane Street Group, LLC | 14,634 | $1.24M | 0.00% | −53,896−78.6% | Reduced |
| Whittier Trust Co | 14,664 | $1.24M | 0.02% | −312−2.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,762 | $1.25M | 0.10% | −298−2.0% | Reduced |
| Bayesian Capital Management, LP | 14,900 | $1.26M | 0.16% | +3,200+27.4% | Added |
| Gabelli Funds LLC | 14,950 | $1.26M | 0.01% | −1,600−9.7% | Reduced |
| Vestcor Inc | 14,977 | $1.26M | 0.05% | −46−0.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.27M | 0.34% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 15,188 | $1.28M | 0.00% | +916+6.4% | Added |
| Prudential PLC | 15,223 | $1.28M | 0.02% | +12+0.1% | Added |
| Metis Global Partners, LLC | 15,255 | $1.29M | 0.08% | +6,540+75.0% | Added |
| Parsons Capital Management Inc | 15,372 | $1.30M | 0.10% | +37+0.2% | Added |
| Essex Financial Services, Inc. | 15,378 | $1.30M | 0.14% | +610+4.1% | Added |
| Parallax Volatility Advisers, L.P. | 15,393 | $1.30M | 0.05% | +15,393 | New |
| Industrial Alliance Investment Management Inc. | 15,517 | $1.31M | 0.04% | +11,618+298.0% | Added |
| Synovus Financial Corp | 15,524 | $1.31M | 0.01% | +36+0.2% | Added |
| Triangle Securities Wealth Management | 15,733 | $1.33M | 0.47% | −715−4.3% | Reduced |