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 |
|---|---|---|---|---|---|
| Telos Capital Management, Inc. | 15,873 | $1.34M | 0.19% | −3,989−20.1% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.35M | 1.22% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 16,100 | $1.36M | 0.02% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 16,382 | $1.38M | 0.03% | −28−0.2% | Reduced |
| Kestra Advisory Services, LLC | 16,629 | $1.40M | 0.02% | −6,173−27.1% | Reduced |
| TBH Global Asset Management, LLC | 16,679 | $1.41M | 0.30% | −400−2.3% | Reduced |
| Perpetual Ltd | 16,892 | $1.43M | 0.01% | +16,892 | New |
| Fifth Third Bancorp | 16,929 | $1.43M | 0.01% | −10,754−38.8% | Reduced |
| Selway Asset Management | 16,945 | $1.43M | 0.69% | 00.0% | Unchanged |
| Trust Co of Vermont | 17,325 | $1.46M | 0.10% | −254−1.4% | Reduced |
| Alps Advisors Inc | 17,395 | $1.47M | 0.01% | −918−5.0% | Reduced |
| TrimTabs Asset Management, LLC | 17,485 | $1.48M | 0.79% | +2,280+15.0% | Added |
| Dearborn Partners LLC | 17,708 | $1.49M | 0.06% | −469−2.6% | Reduced |
| Thrivent Financial for Lutherans | 17,809 | $1.50M | 0.00% | −32−0.2% | Reduced |
| E. Ohman J:or Asset Management AB | 18,000 | $1.52M | 0.06% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 18,085 | $1.53M | 0.46% | +9,272+105.2% | Added |
| Metropolitan Life Insurance Co | 18,556 | $1.57M | 0.08% | −5,537−23.0% | Reduced |
| Systematic Alpha Investments, LLC | 18,610 | $1.57M | 0.08% | +4,000+27.4% | Added |
| CIBC World Markets Inc. | 18,772 | $1.58M | 0.01% | +1,088+6.2% | Added |
| Veritable, L.P. | 19,101 | $1.61M | 0.03% | +1,409+8.0% | Added |
| New Mexico Educational Retirement Board | 19,308 | $1.63M | 0.08% | −600−3.0% | Reduced |
| Tredje AP-fonden | 19,351 | $1.63M | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 19,630 | $1.66M | 0.06% | −128−0.6% | Reduced |
| FORA Capital, LLC | 19,727 | $1.66M | 0.17% | +19,727 | New |
| Savant Capital, LLC | 20,039 | $1.69M | 0.03% | +320+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 20,094 | $1.70M | 0.03% | −30−0.1% | Reduced |
| Hartford Financial Management Inc. | 20,473 | $1.73M | 0.45% | −826−3.9% | Reduced |
| Tilt Investment Management Holdings, PBC | 21,454 | $1.74M | 1.28% | +282+1.3% | Added |
| Huntington National Bank | 20,903 | $1.76M | 0.02% | −2,360−10.1% | Reduced |
| CIBC World Markets Corp | 20,979 | $1.77M | 0.03% | −170,997−89.1% | Reduced |
| YHB Investment Advisors, Inc. | 21,253 | $1.79M | 0.18% | +226+1.1% | Added |
| Cetera Advisor Networks LLC | 21,293 | $1.80M | 0.01% | +1,205+6.0% | Added |
| Boston Financial Mangement LLC | 21,408 | $1.81M | 0.07% | −898−4.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 21,500 | $1.81M | 1.17% | −1,000−4.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 21,998 | $1.86M | 0.17% | −892−3.9% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 22,209 | $1.87M | 0.42% | 00.0% | Unchanged |
| AMF Pensionsforsakring AB | 22,543 | $1.90M | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 23,412 | $1.98M | 0.25% | +2,430+11.6% | Added |
| Jefferies Financial Group Inc. | 23,458 | $1.98M | 0.04% | +23,458 | New |
| AdvisorShares Investments LLC | 23,837 | $2.01M | 0.63% | +7,260+43.8% | Added |
| JustInvest LLC | 24,202 | $2.04M | 0.07% | +1,871+8.4% | Added |
| O'Shaughnessy Asset Management, LLC | 24,357 | $2.06M | 0.03% | +18,280+300.8% | Added |
| Liberty Capital Management, Inc. | 24,619 | $2.08M | 0.68% | −65−0.3% | Reduced |
| JB Capital LLC | 24,945 | $2.11M | 0.19% | −970−3.7% | Reduced |
| LGT Group Foundation | 25,354 | $2.14M | 0.06% | −455−1.8% | Reduced |
| Avantax Advisory Services, Inc. | 25,406 | $2.14M | 0.03% | +12,258+93.2% | Added |
| Everence Capital Management Inc | 25,430 | $2.15M | 0.18% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,690 | $2.17M | 0.02% | +477+1.9% | Added |
| Norinchukin Bank, The | 26,252 | $2.22M | 0.04% | +729+2.9% | Added |
| Heritage Investors Management Corp | 26,264 | $2.22M | 0.09% | −1,470−5.3% | Reduced |
| HighTower Trust Services, LTA | 26,993 | $2.22M | 0.22% | 00.0% | Unchanged |
| Shell Asset Management Co | 26,280 | $2.22M | 0.09% | −381−1.4% | Reduced |
| Abn Amro Investment Solutions | 26,503 | $2.24M | 0.05% | +26,503 | New |
| Silvercrest Asset Management Group LLC | 26,753 | $2.26M | 0.02% | −62−0.2% | Reduced |
| Louisiana State Employees Retirement System | 27,000 | $2.28M | 0.06% | +100+0.4% | Added |
| Rafferty Asset Management, LLC | 27,080 | $2.29M | 0.02% | +1,469+5.7% | Added |
| Alberta Investment Management Corp | 27,599 | $2.33M | 0.02% | +27,599 | New |
| Evercore Wealth Management, LLC | 27,783 | $2.34M | 0.05% | +85+0.3% | Added |
| D. E. Shaw & Co., Inc. | 28,494 | $2.40M | 0.00% | +9,639+51.1% | Added |
| Tufton Capital Management | 28,603 | $2.41M | 0.52% | −100.0% | Reduced |
| Canandaigua National Bank & Trust Co | 28,691 | $2.42M | 0.41% | +28,691 | New |
| Close Asset Management Ltd | 28,897 | $2.44M | 0.12% | −282−1.0% | Reduced |
| M Holdings Securities, Inc. | 29,125 | $2.46M | 0.25% | −601−2.0% | Reduced |
| Teza Capital Management LLC | 29,919 | $2.53M | 0.54% | −4,481−13.0% | Reduced |
| Brown Brothers Harriman & Co | 30,145 | $2.54M | 0.02% | +703+2.4% | Added |
| AMG National Trust Bank | 30,257 | $2.55M | 0.09% | −51−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 30,360 | $2.56M | 0.01% | −2,332−7.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 30,370 | $2.56M | 0.06% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 30,517 | $2.58M | 1.66% | +30,517 | New |
| Seascape Capital Management | 30,723 | $2.59M | 1.32% | +2,129+7.4% | Added |
| Shelter Mutual Insurance Co | 31,200 | $2.63M | 0.73% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 31,307 | $2.64M | 0.12% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 31,811 | $2.69M | 0.02% | +2,330+7.9% | Added |
| Tocqueville Asset Management L.P. | 32,184 | $2.72M | 0.05% | −170−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,204 | $2.72M | 0.01% | −974−2.9% | Reduced |
| Oregon Public Employees Retirement Fund | 32,212 | $2.72M | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 32,803 | $2.77M | 0.10% | −236−0.7% | Reduced |
| Maryland State Retirement & Pension System | 32,980 | $2.78M | 0.06% | +644+2.0% | Added |
| Sandy Spring Bank | 32,984 | $2.78M | 0.16% | −3,539−9.7% | Reduced |
| M. Kraus & Co | 33,020 | $2.79M | 0.98% | −4,202−11.3% | Reduced |
| Elo Mutual Pension Insurance Co | 33,279 | $2.81M | 0.09% | +608+1.9% | Added |
| Rockland Trust Co | 33,474 | $2.83M | 0.18% | −17,105−33.8% | Reduced |
| Guggenheim Capital LLC | 34,098 | $2.88M | 0.02% | +116+0.3% | Added |
| Securian Asset Management, Inc | 34,230 | $2.89M | 0.08% | +24+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,295 | $2.89M | 0.05% | +284+0.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 34,396 | $2.90M | 0.34% | +34,396 | New |
| Pacer Advisors, Inc. | 34,421 | $2.91M | 0.01% | −99,299−74.3% | Reduced |
| Ingalls & Snyder LLC | 34,780 | $2.94M | 0.15% | −493−1.4% | Reduced |
| Hartford Investment Management Co | 34,978 | $2.95M | 0.10% | +4,432+14.5% | Added |
| Baird Financial Group, Inc. | 35,234 | $2.97M | 0.01% | −589−1.6% | Reduced |
| Wealthfront Advisers LLC | 36,143 | $3.05M | 0.01% | +1,827+5.3% | Added |
| William Allan, LLC | 36,157 | $3.05M | 2.42% | −445−1.2% | Reduced |
| British Columbia Investment Management Corp | 37,214 | $3.14M | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 37,309 | $3.15M | 0.00% | −1,010−2.6% | Reduced |
| Wesbanco Bank Inc | 37,463 | $3.16M | 0.14% | −319−0.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,724 | $3.18M | 0.04% | −9,900−20.8% | Reduced |
| Gotham Asset Management, LLC | 38,889 | $3.28M | 0.08% | +9,968+34.5% | Added |
| Teachers Retirement System of the State of Kentucky | 38,927 | $3.29M | 0.03% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 38,954 | $3.29M | 0.05% | +5,252+15.6% | Added |
| Cacti Asset Management LLC | 39,975 | $3.37M | 0.31% | −75−0.2% | Reduced |