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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 110,676 | $9.34M | 0.17% | −290−0.3% | Reduced |
| Janus Henderson Group PLC | 110,165 | $9.29M | 0.01% | −367,608−76.9% | Reduced |
| Meyer Handelman Co | 109,452 | $9.24M | 0.39% | 00.0% | Unchanged |
| MetLife Investment Management | 109,132 | $9.21M | 0.07% | −1,690−1.5% | Reduced |
| Connecticut Wealth Management, LLC | 107,459 | $9.07M | 0.69% | −205,671−65.7% | Reduced |
| Nomura Asset Management Co Ltd | 106,416 | $8.98M | 0.05% | +1,701+1.6% | Added |
| USS Investment Management Ltd | 106,239 | $8.96M | 0.12% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 103,683 | $8.75M | 0.21% | −683−0.7% | Reduced |
| Stifel Financial Corp | 100,873 | $8.51M | 0.01% | +1,401+1.4% | Added |
| Mount Capital Ltd | 100,600 | $8.49M | 3.35% | 00.0% | Unchanged |
| Broadcrest Asset Management, LLC | 100,000 | $8.44M | 7.34% | 00.0% | Unchanged |
| Walleye Capital LLC | 99,536 | $8.40M | 0.17% | −105,264−51.4% | Reduced |
| State of Alaska, Department of Revenue | 97,603 | $8.24M | 0.10% | −970−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 97,209 | $8.20M | 0.09% | −6,627−6.4% | Reduced |
| Schwartz Investment Counsel Inc | 97,000 | $8.19M | 0.36% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 94,771 | $8.00M | 0.02% | −2,569−2.6% | Reduced |
| LPL Financial LLC | 93,057 | $7.85M | 0.01% | −2,562−2.7% | Reduced |
| Allied Investment Advisors, LLC | 90,722 | $7.66M | 2.37% | +2,650+3.0% | Added |
| Voloridge Investment Management, LLC | 90,428 | $7.63M | 0.04% | +90,428 | New |
| First Manhattan Co | 89,721 | $7.57M | 0.03% | −2,187−2.4% | Reduced |
| Evoke Wealth, LLC | 97,769 | $7.50M | 0.27% | −5,164−5.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 86,339 | $7.29M | 0.01% | +778+0.9% | Added |
| Pictet & Cie (Europe) SA | 86,209 | $7.28M | 0.30% | +19,833+29.9% | Added |
| Texas Permanent School Fund | 85,769 | $7.24M | 0.07% | +27,123+46.2% | Added |
| Amica Mutual Insurance Co | 85,307 | $7.20M | 0.80% | +36,779+75.8% | Added |
| EFG Asset Management (Americas) Corp. | 84,698 | $7.15M | 1.71% | +14,283+20.3% | Added |
| Gateway Investment Advisers LLC | 84,645 | $7.14M | 0.09% | +35,325+71.6% | Added |
| Caisse de Depot Et Placement du Quebec | 83,155 | $7.02M | 0.02% | −486,900−85.4% | Reduced |
| Windward Capital Management Co | 82,629 | $6.97M | 0.64% | +8,864+12.0% | Added |
| Keybank National Association | 80,884 | $6.83M | 0.03% | +2,224+2.8% | Added |
| Truist Financial Corp | 80,042 | $6.76M | 0.01% | −1,124−1.4% | Reduced |
| Bradley Foster & Sargent Inc | 78,984 | $6.67M | 0.16% | −1,030−1.3% | Reduced |
| Longbow Finance SA | 78,639 | $6.64M | 0.84% | +766+1.0% | Added |
| Osborne Partners Capital Management, LLC | 77,711 | $6.56M | 0.48% | −993−1.3% | Reduced |
| Trium Capital LLP | 76,570 | $6.46M | 2.73% | +2,209+3.0% | Added |
| Lincoln Capital LLC | 76,705 | $6.45M | 1.78% | +113+0.1% | Added |
| Westpac Banking Corp | 75,472 | $6.37M | 0.09% | −248−0.3% | Reduced |
| IFM Investors Pty Ltd | 74,345 | $6.27M | 0.10% | +198+0.3% | Added |
| Utah Retirement Systems | 74,152 | $6.26M | 0.09% | +200+0.3% | Added |
| Two Sigma Investments, LP | 73,017 | $6.16M | 0.02% | −62,758−46.2% | Reduced |
| Calamos Advisors LLC | 72,775 | $6.14M | 0.03% | −9,098−11.1% | 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 |
| Forsta Ap-Fonden | 72,300 | $6.10M | 0.07% | −92,600−56.2% | Reduced |
| Peapack Gladstone Financial Corp | 71,037 | $6.00M | 0.11% | −1,914−2.6% | Reduced |
| Yousif Capital Management, LLC | 70,802 | $5.98M | 0.08% | −3,688−5.0% | Reduced |
| Delta Asset Management LLC | 70,597 | $5.96M | 0.63% | +3,669+5.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 70,331 | $5.94M | 0.05% | −86−0.1% | Reduced |
| Intrinsic Edge Capital Management LLC | 70,000 | $5.91M | 0.60% | +70,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 69,983 | $5.91M | 0.01% | +3,464+5.2% | Added |
| ProShare Advisors LLC | 67,410 | $5.69M | 0.02% | +9,305+16.0% | Added |
| Glenmede Trust Co NA | 66,891 | $5.65M | 0.03% | +13,388+25.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 66,169 | $5.58M | 0.01% | −4,145−5.9% | Reduced |
| Public Employees Retirement Association of Colorado | 65,979 | $5.57M | 0.03% | −345−0.5% | Reduced |
| Vinva Investment Management Ltd | 66,732 | $5.55M | 0.47% | +66,732 | New |
| New York Life Investment Management LLC | 65,074 | $5.49M | 0.06% | −40,539−38.4% | Reduced |
| Achmea Investment Management B.V. | 63,409 | $5.35M | 0.16% | −59,725−48.5% | Reduced |
| Mutual of America Capital Management LLC | 59,517 | $5.02M | 0.06% | −146−0.2% | Reduced |
| Xponance, Inc. | 58,712 | $4.96M | 0.07% | +2,183+3.9% | Added |
| Janney Montgomery Scott LLC | 57,506 | $4.85M | 0.02% | −6,582−10.3% | Reduced |
| Mariner, LLC | 57,372 | $4.84M | 0.01% | +4,426+8.4% | Added |
| FIL Ltd | 57,078 | $4.82M | 0.01% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 56,567 | $4.77M | 1.28% | −1,059−1.8% | Reduced |
| BTC Capital Management, Inc. | 56,383 | $4.76M | 0.55% | +1,033+1.9% | Added |
| Sheets Smith Wealth Management | 56,282 | $4.75M | 0.73% | −43−0.1% | Reduced |
| Cerity Partners LLC | 23,209 | $4.67M | 0.02% | +4,777+25.9% | Added |
| Diversified Trust Co | 55,121 | $4.65M | 0.18% | +425+0.8% | Added |
| Verition Fund Management LLC | 54,997 | $4.64M | 0.07% | −67,249−55.0% | Reduced |
| Gulf International Bank (UK) Ltd | 54,896 | $4.63M | 0.10% | −11,098−16.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 54,802 | $4.63M | 1.26% | −65−0.1% | Reduced |
| Okabena Investment Services Inc | 54,137 | $4.57M | 3.26% | +9,054+20.1% | Added |
| Graybill Bartz & Assoc Ltd | 52,877 | $4.46M | 2.27% | −946−1.8% | Reduced |
| Ethic Inc. | 52,017 | $4.39M | 0.18% | +15,492+42.4% | Added |
| Aureus Asset Management, LLC | 51,392 | $4.34M | 0.34% | +5,120+11.1% | Added |
| Vontobel Holding Ltd. | 50,981 | $4.30M | 0.04% | +337+0.7% | Added |
| Ossiam | 50,891 | $4.30M | 0.09% | +18,938+59.3% | Added |
| Scotia Capital Inc. | 49,844 | $4.21M | 0.03% | +545+1.1% | Added |
| Kanawha Capital Management LLC | 49,446 | $4.17M | 0.40% | −118−0.2% | Reduced |
| Capital Fund Management S.A. | 49,118 | $4.15M | 0.08% | +49,118 | New |
| Clifford Swan Investment Counsel LLC | 48,969 | $4.13M | 0.17% | −1,155−2.3% | Reduced |
| Czech National Bank | 48,874 | $4.12M | 0.10% | +112+0.2% | Added |
| Fiduciary Trust Co | 48,613 | $4.10M | 0.08% | −1,435−2.9% | Reduced |
| Wesleyan Assurance Society | 48,100 | $4.05M | 0.47% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 47,655 | $4.02M | 1.91% | −2,189−4.4% | Reduced |
| Cohen Capital Management, Inc. | 47,394 | $4.00M | 0.81% | −251−0.5% | Reduced |
| Captrust Financial Advisors | 46,736 | $3.94M | 0.02% | −423−0.9% | Reduced |
| Greenland Capital Management LP | 45,993 | $3.88M | 0.46% | −115,663−71.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 45,985 | $3.88M | 0.01% | −114,439−71.3% | Reduced |
| Regions Financial Corp | 45,978 | $3.88M | 0.03% | +1,193+2.7% | Added |
| Public Sector Pension Investment Board | 45,707 | $3.86M | 0.03% | −6,400−12.3% | Reduced |
| Trexquant Investment LP | 45,247 | $3.82M | 0.10% | +45,247 | New |
| MML Investors Services, LLC | 44,732 | $3.77M | 0.03% | +1,484+3.4% | Added |
| Erste Asset Management GmbH | 45,409 | $3.77M | 0.07% | −155−0.3% | Reduced |
| Chartwell Investment Partners, LLC | 44,130 | $3.73M | 0.14% | +4,740+12.0% | Added |
| Crossmark Global Holdings, Inc. | 43,539 | $3.67M | 0.09% | +18,591+74.5% | Added |
| TCW Group Inc | 43,437 | $3.67M | 0.05% | +32,227+287.5% | Added |
| Farmers & Merchants Investments Inc | 42,908 | $3.62M | 0.14% | +1,718+4.2% | Added |
| Mercer Global Advisors Inc | 40,528 | $3.42M | 0.02% | +1,779+4.6% | Added |
| Cacti Asset Management LLC | 39,975 | $3.37M | 0.31% | −75−0.2% | Reduced |
| Swiss Life Asset Management Ltd | 38,954 | $3.29M | 0.05% | +5,252+15.6% | Added |