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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 38,927 | $3.29M | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 38,889 | $3.28M | 0.08% | +9,968+34.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,724 | $3.18M | 0.04% | −9,900−20.8% | Reduced |
| Wesbanco Bank Inc | 37,463 | $3.16M | 0.14% | −319−0.8% | Reduced |
| Mackenzie Financial Corp | 37,309 | $3.15M | 0.00% | −1,010−2.6% | Reduced |
| British Columbia Investment Management Corp | 37,214 | $3.14M | 0.03% | 00.0% | Unchanged |
| William Allan, LLC | 36,157 | $3.05M | 2.42% | −445−1.2% | Reduced |
| Wealthfront Advisers LLC | 36,143 | $3.05M | 0.01% | +1,827+5.3% | Added |
| Baird Financial Group, Inc. | 35,234 | $2.97M | 0.01% | −589−1.6% | Reduced |
| Hartford Investment Management Co | 34,978 | $2.95M | 0.10% | +4,432+14.5% | Added |
| Ingalls & Snyder LLC | 34,780 | $2.94M | 0.15% | −493−1.4% | Reduced |
| Pacer Advisors, Inc. | 34,421 | $2.91M | 0.01% | −99,299−74.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 34,396 | $2.90M | 0.34% | +34,396 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,295 | $2.89M | 0.05% | +284+0.8% | Added |
| Securian Asset Management, Inc | 34,230 | $2.89M | 0.08% | +24+0.1% | Added |
| Guggenheim Capital LLC | 34,098 | $2.88M | 0.02% | +116+0.3% | Added |
| Rockland Trust Co | 33,474 | $2.83M | 0.18% | −17,105−33.8% | Reduced |
| Elo Mutual Pension Insurance Co | 33,279 | $2.81M | 0.09% | +608+1.9% | Added |
| M. Kraus & Co | 33,020 | $2.79M | 0.98% | −4,202−11.3% | Reduced |
| Sandy Spring Bank | 32,984 | $2.78M | 0.16% | −3,539−9.7% | Reduced |
| Maryland State Retirement & Pension System | 32,980 | $2.78M | 0.06% | +644+2.0% | Added |
| Kentucky Retirement Systems | 32,803 | $2.77M | 0.10% | −236−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 32,212 | $2.72M | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 32,204 | $2.72M | 0.01% | −974−2.9% | Reduced |
| Tocqueville Asset Management L.P. | 32,184 | $2.72M | 0.05% | −170−0.5% | Reduced |
| Daiwa Securities Group Inc. | 31,811 | $2.69M | 0.02% | +2,330+7.9% | Added |
| Cohen Klingenstein LLC | 31,307 | $2.64M | 0.12% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 31,200 | $2.63M | 0.73% | 00.0% | Unchanged |
| Seascape Capital Management | 30,723 | $2.59M | 1.32% | +2,129+7.4% | Added |
| Brown Shipley& Co Ltd | 30,517 | $2.58M | 1.66% | +30,517 | New |
| Dai-Ichi Life Insurance Company, Ltd | 30,370 | $2.56M | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30,360 | $2.56M | 0.01% | −2,332−7.1% | Reduced |
| AMG National Trust Bank | 30,257 | $2.55M | 0.09% | −51−0.2% | Reduced |
| Brown Brothers Harriman & Co | 30,145 | $2.54M | 0.02% | +703+2.4% | Added |
| Teza Capital Management LLC | 29,919 | $2.53M | 0.54% | −4,481−13.0% | Reduced |
| M Holdings Securities, Inc. | 29,125 | $2.46M | 0.25% | −601−2.0% | Reduced |
| Close Asset Management Ltd | 28,897 | $2.44M | 0.12% | −282−1.0% | Reduced |
| Canandaigua National Bank & Trust Co | 28,691 | $2.42M | 0.41% | +28,691 | New |
| Tufton Capital Management | 28,603 | $2.41M | 0.52% | −100.0% | Reduced |
| D. E. Shaw & Co., Inc. | 28,494 | $2.40M | 0.00% | +9,639+51.1% | Added |
| Evercore Wealth Management, LLC | 27,783 | $2.34M | 0.05% | +85+0.3% | Added |
| Alberta Investment Management Corp | 27,599 | $2.33M | 0.02% | +27,599 | New |
| Rafferty Asset Management, LLC | 27,080 | $2.29M | 0.02% | +1,469+5.7% | Added |
| Louisiana State Employees Retirement System | 27,000 | $2.28M | 0.06% | +100+0.4% | Added |
| Silvercrest Asset Management Group LLC | 26,753 | $2.26M | 0.02% | −62−0.2% | Reduced |
| Abn Amro Investment Solutions | 26,503 | $2.24M | 0.05% | +26,503 | New |
| Shell Asset Management Co | 26,280 | $2.22M | 0.09% | −381−1.4% | Reduced |
| HighTower Trust Services, LTA | 26,993 | $2.22M | 0.22% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 26,264 | $2.22M | 0.09% | −1,470−5.3% | Reduced |
| Norinchukin Bank, The | 26,252 | $2.22M | 0.04% | +729+2.9% | Added |
| Private Advisor Group, LLC | 25,690 | $2.17M | 0.02% | +477+1.9% | Added |
| Everence Capital Management Inc | 25,430 | $2.15M | 0.18% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 25,406 | $2.14M | 0.03% | +12,258+93.2% | Added |
| LGT Group Foundation | 25,354 | $2.14M | 0.06% | −455−1.8% | Reduced |
| JB Capital LLC | 24,945 | $2.11M | 0.19% | −970−3.7% | Reduced |
| Liberty Capital Management, Inc. | 24,619 | $2.08M | 0.68% | −65−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 24,357 | $2.06M | 0.03% | +18,280+300.8% | Added |
| JustInvest LLC | 24,202 | $2.04M | 0.07% | +1,871+8.4% | Added |
| AdvisorShares Investments LLC | 23,837 | $2.01M | 0.63% | +7,260+43.8% | Added |
| Jefferies Financial Group Inc. | 23,458 | $1.98M | 0.04% | +23,458 | New |
| Desjardins Global Asset Management Inc. | 23,412 | $1.98M | 0.25% | +2,430+11.6% | Added |
| AMF Pensionsforsakring AB | 22,543 | $1.90M | 0.02% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 22,209 | $1.87M | 0.42% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 21,998 | $1.86M | 0.17% | −892−3.9% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 21,500 | $1.81M | 1.17% | −1,000−4.4% | Reduced |
| Boston Financial Mangement LLC | 21,408 | $1.81M | 0.07% | −898−4.0% | Reduced |
| Cetera Advisor Networks LLC | 21,293 | $1.80M | 0.01% | +1,205+6.0% | Added |
| YHB Investment Advisors, Inc. | 21,253 | $1.79M | 0.18% | +226+1.1% | Added |
| CIBC World Markets Corp | 20,979 | $1.77M | 0.03% | −170,997−89.1% | Reduced |
| Huntington National Bank | 20,903 | $1.76M | 0.02% | −2,360−10.1% | Reduced |
| Tilt Investment Management Holdings, PBC | 21,454 | $1.74M | 1.28% | +282+1.3% | Added |
| Hartford Financial Management Inc. | 20,473 | $1.73M | 0.45% | −826−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,094 | $1.70M | 0.03% | −30−0.1% | Reduced |
| Savant Capital, LLC | 20,039 | $1.69M | 0.03% | +320+1.6% | Added |
| FORA Capital, LLC | 19,727 | $1.66M | 0.17% | +19,727 | New |
| Whittier Trust Co of Nevada Inc | 19,630 | $1.66M | 0.06% | −128−0.6% | Reduced |
| Tredje AP-fonden | 19,351 | $1.63M | 0.03% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 19,308 | $1.63M | 0.08% | −600−3.0% | Reduced |
| Veritable, L.P. | 19,101 | $1.61M | 0.03% | +1,409+8.0% | Added |
| CIBC World Markets Inc. | 18,772 | $1.58M | 0.01% | +1,088+6.2% | Added |
| Systematic Alpha Investments, LLC | 18,610 | $1.57M | 0.08% | +4,000+27.4% | Added |
| Metropolitan Life Insurance Co | 18,556 | $1.57M | 0.08% | −5,537−23.0% | Reduced |
| Cloverfields Capital Group, LP | 18,085 | $1.53M | 0.46% | +9,272+105.2% | Added |
| E. Ohman J:or Asset Management AB | 18,000 | $1.52M | 0.06% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 17,809 | $1.50M | 0.00% | −32−0.2% | Reduced |
| Dearborn Partners LLC | 17,708 | $1.49M | 0.06% | −469−2.6% | Reduced |
| TrimTabs Asset Management, LLC | 17,485 | $1.48M | 0.79% | +2,280+15.0% | Added |
| Alps Advisors Inc | 17,395 | $1.47M | 0.01% | −918−5.0% | Reduced |
| Trust Co of Vermont | 17,325 | $1.46M | 0.10% | −254−1.4% | Reduced |
| Selway Asset Management | 16,945 | $1.43M | 0.69% | 00.0% | Unchanged |
| Fifth Third Bancorp | 16,929 | $1.43M | 0.01% | −10,754−38.8% | Reduced |
| Perpetual Ltd | 16,892 | $1.43M | 0.01% | +16,892 | New |
| TBH Global Asset Management, LLC | 16,679 | $1.41M | 0.30% | −400−2.3% | Reduced |
| Kestra Advisory Services, LLC | 16,629 | $1.40M | 0.02% | −6,173−27.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 16,382 | $1.38M | 0.03% | −28−0.2% | Reduced |
| Zurich Insurance Group Ltd | 16,100 | $1.36M | 0.02% | 00.0% | Unchanged |
| Shelter Ins Retirement Plan | 16,000 | $1.35M | 1.22% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 15,873 | $1.34M | 0.19% | −3,989−20.1% | Reduced |
| Triangle Securities Wealth Management | 15,733 | $1.33M | 0.47% | −715−4.3% | Reduced |
| Synovus Financial Corp | 15,524 | $1.31M | 0.01% | +36+0.2% | Added |