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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 40,528 | $3.42M | 0.02% | +1,779+4.6% | Added |
| Farmers & Merchants Investments Inc | 42,908 | $3.62M | 0.14% | +1,718+4.2% | Added |
| TCW Group Inc | 43,437 | $3.67M | 0.05% | +32,227+287.5% | Added |
| Crossmark Global Holdings, Inc. | 43,539 | $3.67M | 0.09% | +18,591+74.5% | Added |
| Chartwell Investment Partners, LLC | 44,130 | $3.73M | 0.14% | +4,740+12.0% | Added |
| Erste Asset Management GmbH | 45,409 | $3.77M | 0.07% | −155−0.3% | Reduced |
| MML Investors Services, LLC | 44,732 | $3.77M | 0.03% | +1,484+3.4% | Added |
| Trexquant Investment LP | 45,247 | $3.82M | 0.10% | +45,247 | New |
| Public Sector Pension Investment Board | 45,707 | $3.86M | 0.03% | −6,400−12.3% | Reduced |
| Regions Financial Corp | 45,978 | $3.88M | 0.03% | +1,193+2.7% | Added |
| Adage Capital Partners GP, L.L.C. | 45,985 | $3.88M | 0.01% | −114,439−71.3% | Reduced |
| Greenland Capital Management LP | 45,993 | $3.88M | 0.46% | −115,663−71.5% | Reduced |
| Captrust Financial Advisors | 46,736 | $3.94M | 0.02% | −423−0.9% | Reduced |
| Cohen Capital Management, Inc. | 47,394 | $4.00M | 0.81% | −251−0.5% | Reduced |
| Lifeworks Advisors, LLC | 47,655 | $4.02M | 1.91% | −2,189−4.4% | Reduced |
| Wesleyan Assurance Society | 48,100 | $4.05M | 0.47% | 00.0% | Unchanged |
| Fiduciary Trust Co | 48,613 | $4.10M | 0.08% | −1,435−2.9% | Reduced |
| Czech National Bank | 48,874 | $4.12M | 0.10% | +112+0.2% | Added |
| Clifford Swan Investment Counsel LLC | 48,969 | $4.13M | 0.17% | −1,155−2.3% | Reduced |
| Capital Fund Management S.A. | 49,118 | $4.15M | 0.08% | +49,118 | New |
| Kanawha Capital Management LLC | 49,446 | $4.17M | 0.40% | −118−0.2% | Reduced |
| Scotia Capital Inc. | 49,844 | $4.21M | 0.03% | +545+1.1% | Added |
| Ossiam | 50,891 | $4.30M | 0.09% | +18,938+59.3% | Added |
| Vontobel Holding Ltd. | 50,981 | $4.30M | 0.04% | +337+0.7% | Added |
| Aureus Asset Management, LLC | 51,392 | $4.34M | 0.34% | +5,120+11.1% | Added |
| Ethic Inc. | 52,017 | $4.39M | 0.18% | +15,492+42.4% | Added |
| Graybill Bartz & Assoc Ltd | 52,877 | $4.46M | 2.27% | −946−1.8% | Reduced |
| Okabena Investment Services Inc | 54,137 | $4.57M | 3.26% | +9,054+20.1% | Added |
| Ipswich Investment Management Co., Inc. | 54,802 | $4.63M | 1.26% | −65−0.1% | Reduced |
| Gulf International Bank (UK) Ltd | 54,896 | $4.63M | 0.10% | −11,098−16.8% | Reduced |
| Verition Fund Management LLC | 54,997 | $4.64M | 0.07% | −67,249−55.0% | Reduced |
| Diversified Trust Co | 55,121 | $4.65M | 0.18% | +425+0.8% | Added |
| Cerity Partners LLC | 23,209 | $4.67M | 0.02% | +4,777+25.9% | Added |
| Sheets Smith Wealth Management | 56,282 | $4.75M | 0.73% | −43−0.1% | Reduced |
| BTC Capital Management, Inc. | 56,383 | $4.76M | 0.55% | +1,033+1.9% | Added |
| Foyston, Gordon, & Payne Inc | 56,567 | $4.77M | 1.28% | −1,059−1.8% | Reduced |
| FIL Ltd | 57,078 | $4.82M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 57,372 | $4.84M | 0.01% | +4,426+8.4% | Added |
| Janney Montgomery Scott LLC | 57,506 | $4.85M | 0.02% | −6,582−10.3% | Reduced |
| Xponance, Inc. | 58,712 | $4.96M | 0.07% | +2,183+3.9% | Added |
| Mutual of America Capital Management LLC | 59,517 | $5.02M | 0.06% | −146−0.2% | Reduced |
| Achmea Investment Management B.V. | 63,409 | $5.35M | 0.16% | −59,725−48.5% | Reduced |
| New York Life Investment Management LLC | 65,074 | $5.49M | 0.06% | −40,539−38.4% | Reduced |
| Vinva Investment Management Ltd | 66,732 | $5.55M | 0.47% | +66,732 | New |
| Public Employees Retirement Association of Colorado | 65,979 | $5.57M | 0.03% | −345−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 66,169 | $5.58M | 0.01% | −4,145−5.9% | Reduced |
| Glenmede Trust Co NA | 66,891 | $5.65M | 0.03% | +13,388+25.0% | Added |
| ProShare Advisors LLC | 67,410 | $5.69M | 0.02% | +9,305+16.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 69,983 | $5.91M | 0.01% | +3,464+5.2% | Added |
| Intrinsic Edge Capital Management LLC | 70,000 | $5.91M | 0.60% | +70,000 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 70,331 | $5.94M | 0.05% | −86−0.1% | Reduced |
| Delta Asset Management LLC | 70,597 | $5.96M | 0.63% | +3,669+5.5% | Added |
| Yousif Capital Management, LLC | 70,802 | $5.98M | 0.08% | −3,688−5.0% | Reduced |
| Peapack Gladstone Financial Corp | 71,037 | $6.00M | 0.11% | −1,914−2.6% | Reduced |
| Forsta Ap-Fonden | 72,300 | $6.10M | 0.07% | −92,600−56.2% | Reduced |
| Brinker Capital Investments, LLC | 72,381 | $6.11M | 0.08% | +2,373+3.4% | Added |
| Orion Portfolio Solutions, LLC | 72,381 | $6.11M | 0.08% | +66,845+1,207.5% | Added |
| Calamos Advisors LLC | 72,775 | $6.14M | 0.03% | −9,098−11.1% | Reduced |
| Two Sigma Investments, LP | 73,017 | $6.16M | 0.02% | −62,758−46.2% | Reduced |
| Utah Retirement Systems | 74,152 | $6.26M | 0.09% | +200+0.3% | Added |
| IFM Investors Pty Ltd | 74,345 | $6.27M | 0.10% | +198+0.3% | Added |
| Westpac Banking Corp | 75,472 | $6.37M | 0.09% | −248−0.3% | Reduced |
| Lincoln Capital LLC | 76,705 | $6.45M | 1.78% | +113+0.1% | Added |
| Trium Capital LLP | 76,570 | $6.46M | 2.73% | +2,209+3.0% | Added |
| Osborne Partners Capital Management, LLC | 77,711 | $6.56M | 0.48% | −993−1.3% | Reduced |
| Longbow Finance SA | 78,639 | $6.64M | 0.84% | +766+1.0% | Added |
| Bradley Foster & Sargent Inc | 78,984 | $6.67M | 0.16% | −1,030−1.3% | Reduced |
| Truist Financial Corp | 80,042 | $6.76M | 0.01% | −1,124−1.4% | Reduced |
| Keybank National Association | 80,884 | $6.83M | 0.03% | +2,224+2.8% | Added |
| Windward Capital Management Co | 82,629 | $6.97M | 0.64% | +8,864+12.0% | Added |
| Caisse de Depot Et Placement du Quebec | 83,155 | $7.02M | 0.02% | −486,900−85.4% | Reduced |
| Gateway Investment Advisers LLC | 84,645 | $7.14M | 0.09% | +35,325+71.6% | Added |
| EFG Asset Management (Americas) Corp. | 84,698 | $7.15M | 1.71% | +14,283+20.3% | Added |
| Amica Mutual Insurance Co | 85,307 | $7.20M | 0.80% | +36,779+75.8% | Added |
| Texas Permanent School Fund | 85,769 | $7.24M | 0.07% | +27,123+46.2% | Added |
| Pictet & Cie (Europe) SA | 86,209 | $7.28M | 0.30% | +19,833+29.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 86,339 | $7.29M | 0.01% | +778+0.9% | Added |
| Evoke Wealth, LLC | 97,769 | $7.50M | 0.27% | −5,164−5.0% | Reduced |
| First Manhattan Co | 89,721 | $7.57M | 0.03% | −2,187−2.4% | Reduced |
| Voloridge Investment Management, LLC | 90,428 | $7.63M | 0.04% | +90,428 | New |
| Allied Investment Advisors, LLC | 90,722 | $7.66M | 2.37% | +2,650+3.0% | Added |
| LPL Financial LLC | 93,057 | $7.85M | 0.01% | −2,562−2.7% | Reduced |
| First Republic Investment Management, Inc. | 94,771 | $8.00M | 0.02% | −2,569−2.6% | Reduced |
| Schwartz Investment Counsel Inc | 97,000 | $8.19M | 0.36% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 97,209 | $8.20M | 0.09% | −6,627−6.4% | Reduced |
| State of Alaska, Department of Revenue | 97,603 | $8.24M | 0.10% | −970−1.0% | Reduced |
| Walleye Capital LLC | 99,536 | $8.40M | 0.17% | −105,264−51.4% | Reduced |
| Broadcrest Asset Management, LLC | 100,000 | $8.44M | 7.34% | 00.0% | Unchanged |
| Mount Capital Ltd | 100,600 | $8.49M | 3.35% | 00.0% | Unchanged |
| Stifel Financial Corp | 100,873 | $8.51M | 0.01% | +1,401+1.4% | Added |
| Copeland Capital Management, LLC | 103,683 | $8.75M | 0.21% | −683−0.7% | Reduced |
| USS Investment Management Ltd | 106,239 | $8.96M | 0.12% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 106,416 | $8.98M | 0.05% | +1,701+1.6% | Added |
| Connecticut Wealth Management, LLC | 107,459 | $9.07M | 0.69% | −205,671−65.7% | Reduced |
| MetLife Investment Management | 109,132 | $9.21M | 0.07% | −1,690−1.5% | Reduced |
| Meyer Handelman Co | 109,452 | $9.24M | 0.39% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 110,165 | $9.29M | 0.01% | −367,608−76.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 110,676 | $9.34M | 0.17% | −290−0.3% | Reduced |
| Commerce Bank | 112,282 | $9.48M | 0.07% | +523+0.5% | Added |
| Advisor Group Holdings, Inc. | 112,383 | $9.48M | 0.02% | +7,165+6.8% | Added |