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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 419,608 | $35.4M | 0.08% | +316,449+306.8% | Added |
| Banque Pictet & Cie SA | 417,962 | $35.3M | 0.34% | −9,998−2.3% | Reduced |
| Citigroup Inc | 401,221 | $33.9M | 0.05% | +40,729+11.3% | Added |
| Rathbone Brothers plc | 392,487 | $33.1M | 0.34% | −5,606−1.4% | Reduced |
| Candriam Luxembourg S.C.A. | 420,658 | $32.7M | 0.23% | −24,060−5.4% | Reduced |
| Nordea Investment Management AB | 381,179 | $31.9M | 0.05% | +157,242+70.2% | Added |
| Pinebridge Investments, L.P. | 371,310 | $31.3M | 0.35% | +132,640+55.6% | Added |
| Victory Capital Management Inc | 366,202 | $30.9M | 0.03% | −25,799−6.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 361,608 | $30.5M | 0.38% | −3,432−0.9% | Reduced |
| Prudential Financial Inc | 394,595 | $30.0M | 0.05% | +26,981+7.3% | Added |
| Envestnet Asset Management Inc | 330,546 | $27.9M | 0.01% | +30,493+10.2% | Added |
| National Bank of Canada | 321,538 | $27.1M | 0.07% | +41,586+14.9% | Added |
| Ameriprise Financial Inc | 313,772 | $26.5M | 0.01% | −256,002−44.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 309,443 | $26.1M | 0.06% | +10,845+3.6% | Added |
| Welch & Forbes LLC | 305,500 | $25.8M | 0.44% | −4,717−1.5% | Reduced |
| AQR Capital Management LLC | 307,283 | $25.7M | 0.06% | +19,962+6.9% | Added |
| Alphinity Investment Management Pty Ltd | 302,258 | $25.5M | 0.57% | +103,250+51.9% | Added |
| Prio Wealth Limited Partnership | 293,372 | $24.8M | 0.95% | −2,323−0.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 288,604 | $24.4M | 0.38% | −20,550−6.6% | Reduced |
| Bank of Montreal | 283,479 | $24.3M | 0.02% | −164,893−36.8% | Reduced |
| Assenagon Asset Management S.A. | 285,745 | $24.1M | 0.09% | +114,773+67.1% | Added |
| Factory Mutual Insurance Co | 273,800 | $23.1M | 0.36% | −39,000−12.5% | Reduced |
| AustralianSuper Pty Ltd | 272,903 | $23.0M | 0.16% | +4,705+1.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 271,494 | $22.9M | 0.16% | +30,784+12.8% | Added |
| Lord, Abbett & Co. LLC | 270,190 | $22.8M | 0.08% | −24,590−8.3% | Reduced |
| US Bancorp | 270,112 | $22.8M | 0.04% | −19,990−6.9% | Reduced |
| ExodusPoint Capital Management, LP | 264,590 | $22.3M | 0.26% | +57,268+27.6% | Added |
| Border to Coast Pensions Partnership Ltd | 260,719 | $22.0M | 0.59% | +37,461+16.8% | Added |
| Equitable Trust Co | 249,407 | $21.0M | 1.66% | −10,168−3.9% | Reduced |
| SEI Investments Co | 248,233 | $21.0M | 0.04% | +51,748+26.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 242,375 | $20.5M | 0.08% | +700+0.3% | Added |
| State of New Jersey Common Pension Fund D | 236,674 | $20.0M | 0.07% | 00.0% | Unchanged |
| Comgest Global Investors S.A.S. | 235,856 | $19.9M | 0.37% | −6,153−2.5% | Reduced |
| Raymond James & Associates | 231,928 | $19.6M | 0.02% | −4,241−1.8% | Reduced |
| CI Private Wealth, LLC | 223,294 | $18.8M | 0.05% | +66,125+42.1% | Added |
| Jacobs Levy Equity Management, Inc | 222,224 | $18.8M | 0.11% | +36,043+19.4% | Added |
| Allianz Asset Management GmbH | 220,506 | $18.6M | 0.04% | +6,205+2.9% | Added |
| Intech Investment Management LLC | 216,702 | $18.3M | 0.15% | −1,045−0.5% | Reduced |
| Public Employees Retirement System of Ohio | 214,582 | $18.1M | 0.08% | −3,092−1.4% | Reduced |
| London & Capital Asset Management Ltd | 213,340 | $18.0M | 1.69% | −45,625−17.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 209,300 | $17.7M | 0.18% | +6,400+3.2% | Added |
| Andra AP-fonden | 208,234 | $17.6M | 0.46% | +75,834+57.3% | Added |
| Susquehanna International Group, LLP | 206,668 | $17.4M | 0.03% | +26,290+14.6% | Added |
| MAI Capital Management | 204,892 | $17.3M | 0.28% | −2,862−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 204,533 | $17.3M | 0.37% | −2,468−1.2% | Reduced |
| Davidson Investment Advisors | 204,031 | $17.2M | 1.13% | +19,956+10.8% | Added |
| Korea Investment CORP | 200,478 | $16.9M | 0.05% | −75,270−27.3% | Reduced |
| Teacher Retirement System of Texas | 200,214 | $16.9M | 0.11% | +37,681+23.2% | Added |
| Man Group plc | – | $16.9M | 0.06% | – | – |
| Toronto Dominion Bank | 198,929 | $16.8M | 0.03% | −33,796−14.5% | Reduced |
| Squarepoint Ops LLC | 194,229 | $16.4M | 0.12% | −56,536−22.5% | Reduced |
| Swedbank AB | 192,017 | $16.2M | 0.03% | +19,200+11.1% | Added |
| Qube Research & Technologies Ltd | 186,385 | $15.7M | 0.09% | +186,385 | New |
| Treasurer of the State of North Carolina | 185,057 | $15.6M | 0.09% | −16,895−8.4% | Reduced |
| Canada Pension Plan Investment Board | 176,080 | $14.9M | 0.02% | +51,217+41.0% | Added |
| Carnegie Capital Asset Management, LLC | 171,717 | $14.5M | 0.58% | +2,629+1.6% | Added |
| M&T Bank Corp | 170,934 | $14.4M | 0.06% | +1,848+1.1% | Added |
| Asset Management One Co.,Ltd. | 168,262 | $14.2M | 0.06% | +983+0.6% | Added |
| Robeco Institutional Asset Management B.V. | 167,967 | $14.2M | 0.04% | +59,448+54.8% | Added |
| APG Asset Management N.V. | 179,459 | $13.9M | 0.03% | −108,072−37.6% | Reduced |
| Bahl & Gaynor Inc | 164,980 | $13.9M | 0.07% | +82,881+101.0% | Added |
| Storebrand Asset Management AS | 160,635 | $13.6M | 0.07% | +520.0% | Added |
| Royal London Asset Management Ltd | 158,680 | $13.4M | 0.05% | +437+0.3% | Added |
| AXA S.A. | 157,787 | $13.3M | 0.05% | −89,829−36.3% | Reduced |
| Commonwealth Equity Services, LLC | 156,698 | $13.2M | 0.03% | −1,497−0.9% | Reduced |
| TD Asset Management Inc | 152,412 | $12.9M | 0.02% | +878+0.6% | Added |
| Franklin Resources Inc | 151,148 | $12.8M | 0.01% | +4,896+3.3% | Added |
| Creative Planning | 149,446 | $12.6M | 0.02% | −4,571−3.0% | Reduced |
| KBC Group NV | 148,955 | $12.6M | 0.05% | −3,628−2.4% | Reduced |
| Natixis Advisors, L.P. | 146,933 | $12.4M | 0.04% | +30,564+26.3% | Added |
| Tiaa, FSB | 143,422 | $12.1M | 0.04% | +3,450+2.5% | Added |
| DekaBank Deutsche Girozentrale | 144,574 | $12.0M | 0.03% | +219+0.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 140,854 | $11.9M | 1.78% | +5,580+4.1% | Added |
| United Capital Financial Advisers, LLC | 137,610 | $11.6M | 0.06% | −8,199−5.6% | Reduced |
| Handelsbanken Fonder AB | 135,371 | $11.4M | 0.07% | +7,583+5.9% | Added |
| Greenwood Gearhart Inc | 135,360 | $11.4M | 1.45% | +33,462+32.8% | Added |
| PGGM Investments | 134,521 | $11.4M | 0.19% | +25,679+23.6% | Added |
| Standard Life Aberdeen plc | 134,149 | $11.3M | 0.03% | +8,097+6.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 133,339 | $11.3M | 0.05% | +17,819+15.4% | Added |
| Nisa Investment Advisors, LLC | 129,237 | $10.9M | 0.09% | +31,464+32.2% | Added |
| Barclays PLC | 128,324 | $10.8M | 0.01% | −326,826−71.8% | Reduced |
| Tudor Investment Corp Et Al | 127,499 | $10.8M | 0.20% | 00.0% | Unchanged |
| ING Groep NV | 127,498 | $10.8M | 0.10% | +44,768+54.1% | Added |
| State of Tennessee, Treasury Department | 126,471 | $10.7M | 0.05% | +62,546+97.8% | Added |
| Allspring Global Investments Holdings, LLC | 125,219 | $10.6M | 0.02% | +97,184+346.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 122,869 | $10.4M | 0.13% | +4,188+3.5% | Added |
| Retirement Systems of Alabama | 122,624 | $10.3M | 0.04% | −10,834−8.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 121,448 | $10.3M | 0.07% | −50,364−29.3% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 121,325 | $10.2M | 0.66% | −8,760−6.7% | Reduced |
| Prospector Partners LLC | 120,415 | $10.2M | 1.47% | +3,500+3.0% | Added |
| Anchor Capital Advisors LLC | 118,613 | $10.0M | 0.26% | +4,936+4.3% | Added |
| DnB Asset Management AS | 118,531 | $10.0M | 0.06% | +10,573+9.8% | Added |
| American International Group, Inc. | 116,019 | $9.79M | 0.06% | −146−0.1% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $9.67M | 0.12% | 00.0% | Unchanged |
| State of Michigan Retirement System | 113,907 | $9.61M | 0.06% | +700+0.6% | Added |
| CIBC Asset Management Inc | 113,866 | $9.61M | 0.04% | +132+0.1% | Added |
| Arizona State Retirement System | 113,746 | $9.60M | 0.09% | −756−0.7% | Reduced |
| Amalgamated Bank | 112,789 | $9.52M | 0.08% | +1,800+1.6% | Added |
| Advisor Group Holdings, Inc. | 112,383 | $9.48M | 0.02% | +7,165+6.8% | Added |
| Commerce Bank | 112,282 | $9.48M | 0.07% | +523+0.5% | Added |