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 |
|---|---|---|---|---|---|
| Industrial Alliance Investment Management Inc. | 15,517 | $1.31M | 0.04% | +11,618+298.0% | Added |
| Parallax Volatility Advisers, L.P. | 15,393 | $1.30M | 0.05% | +15,393 | New |
| Essex Financial Services, Inc. | 15,378 | $1.30M | 0.14% | +610+4.1% | Added |
| Parsons Capital Management Inc | 15,372 | $1.30M | 0.10% | +37+0.2% | Added |
| Metis Global Partners, LLC | 15,255 | $1.29M | 0.08% | +6,540+75.0% | Added |
| Prudential PLC | 15,223 | $1.28M | 0.02% | +12+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 15,188 | $1.28M | 0.00% | +916+6.4% | Added |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.27M | 0.34% | 00.0% | Unchanged |
| Vestcor Inc | 14,977 | $1.26M | 0.05% | −46−0.3% | Reduced |
| Gabelli Funds LLC | 14,950 | $1.26M | 0.01% | −1,600−9.7% | Reduced |
| Bayesian Capital Management, LP | 14,900 | $1.26M | 0.16% | +3,200+27.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,762 | $1.25M | 0.10% | −298−2.0% | Reduced |
| Whittier Trust Co | 14,664 | $1.24M | 0.02% | −312−2.1% | Reduced |
| Jane Street Group, LLC | 14,634 | $1.24M | 0.00% | −53,896−78.6% | Reduced |
| Colony Group LLC | 14,549 | $1.23M | 0.02% | −3,811−20.8% | Reduced |
| Woodstock Corp | 14,390 | $1.21M | 0.15% | −75−0.5% | Reduced |
| Davenport & Co LLC | 14,312 | $1.21M | 0.01% | −100−0.7% | Reduced |
| Beacon Pointe Advisors, LLC | 14,170 | $1.20M | 0.02% | +4,204+42.2% | Added |
| Tower Research Capital LLC (TRC) | 13,825 | $1.17M | 0.04% | −1,924−12.2% | Reduced |
| NBT Bank N A | 13,814 | $1.17M | 0.17% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 13,772 | $1.16M | 0.10% | +66+0.5% | Added |
| Investment Management of Virginia LLC | 13,662 | $1.15M | 0.22% | +40+0.3% | Added |
| Monarch Capital Management Inc | 13,570 | $1.15M | 0.35% | −1,365−9.1% | Reduced |
| Birch Hill Investment Advisors LLC | 13,563 | $1.14M | 0.07% | −2,092−13.4% | Reduced |
| CWM, LLC | 13,553 | $1.14M | 0.01% | +2,362+21.1% | Added |
| Lee Danner & Bass Inc | 13,432 | $1.13M | 0.10% | −638−4.5% | Reduced |
| Private Trust Co NA | 13,396 | $1.13M | 0.15% | +12+0.1% | Added |
| Ironwood Investment Management LLC | 13,203 | $1.11M | 0.70% | −208−1.6% | Reduced |
| Advisor Partners II, LLC | 13,201 | $1.11M | 0.06% | +1,431+12.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 13,107 | $1.11M | 0.03% | +13,107 | New |
| Northwestern Mutual Investment Management Company, LLC | 13,041 | $1.10M | 0.03% | −16−0.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.10M | 0.17% | 00.0% | Unchanged |
| Bokf, NA | 12,882 | $1.09M | 0.02% | −3,469−21.2% | Reduced |
| Perigon Wealth Management, LLC | 12,728 | $1.07M | 0.06% | +116+0.9% | Added |
| Raymond James Trust N.A. | 12,412 | $1.05M | 0.03% | +1,113+9.9% | Added |
| Cetera Advisors LLC | 12,350 | $1.04M | 0.02% | +56+0.5% | Added |
| Burney Co | 12,165 | $1.03M | 0.05% | −20−0.2% | Reduced |
| Rossmore Private Capital | 12,083 | $1.02M | 0.16% | −529−4.2% | Reduced |
| Bartlett & Co. LLC | 12,058 | $1.02M | 0.02% | −581−4.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 12,058 | $1.02M | 0.02% | −581−4.6% | Reduced |
| Cubist Systematic Strategies, LLC | 11,860 | $1.00M | 0.01% | +9,111+331.4% | Added |
| Trust Co of Toledo NA | 11,791 | $995.2K | 0.18% | −352−2.9% | Reduced |
| Park Avenue Securities LLC | 11,730 | $990.0K | 0.02% | +1,026+9.6% | Added |
| Ieq Capital, LLC | 11,646 | $982.9K | 0.02% | +3,513+43.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 11,633 | $981.8K | 0.33% | −1,584−12.0% | Reduced |
| Neville Rodie & Shaw Inc | 11,608 | $980.0K | 0.09% | −521−4.3% | Reduced |
| Empirical Finance, LLC | 11,541 | $974.1K | 0.09% | +583+5.3% | Added |
| Van Hulzen Asset Management, LLC | 11,500 | $971.0K | 0.09% | 00.0% | Unchanged |
| Blair William & Co | 11,426 | $964.4K | 0.00% | +73+0.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,309 | $954.5K | 0.08% | +6,450+132.7% | Added |
| Resources Investment Advisors, LLC. | 11,280 | $952.0K | 0.02% | +233+2.1% | Added |
| Compass Wealth Management LLC | 11,120 | $938.5K | 0.30% | −400−3.5% | Reduced |
| Sandbar Asset Management LLP | 11,101 | $937.0K | 2.82% | −17,398−61.0% | Reduced |
| Bollard Group LLC | 11,082 | $935.0K | 0.03% | +50.0% | Added |
| Bessemer Group Inc | 11,023 | $930.0K | 0.00% | +312+2.9% | Added |
| IMA Wealth, Inc. | 10,973 | $926.1K | 0.24% | −29−0.3% | Reduced |
| D.A. Davidson & Co. | 10,927 | $921.8K | 0.01% | −1,050−8.8% | Reduced |
| Principle Wealth Partners LLC | 10,739 | $906.4K | 0.10% | +99+0.9% | Added |
| Natixis Investment Managers International | 10,725 | $905.2K | 0.07% | −1,190−10.0% | Reduced |
| Salem Investment Counselors Inc | 10,717 | $904.5K | 0.04% | +3,945+58.3% | Added |
| Amica Retiree Medical Trust | 10,542 | $890.0K | 0.94% | +4,227+66.9% | Added |
| Point72 Asset Management, L.P. | 10,531 | $888.8K | 0.00% | −528,533−98.0% | Reduced |
| Graham Capital Management, L.P. | 10,442 | $881.3K | 0.03% | +10,442 | New |
| Abbrea Capital, LLC | 10,289 | $868.0K | 0.15% | −27−0.3% | Reduced |
| First Hawaiian Bank | 10,226 | $863.1K | 0.03% | −1,678−14.1% | Reduced |
| Cypress Capital Group | 9,997 | $843.8K | 0.13% | −41−0.4% | Reduced |
| Canal Insurance CO | 10,000 | $843.0K | 0.23% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 9,931 | $838.0K | 0.02% | +643+6.9% | Added |
| Sawtooth Solutions, LLC | 9,927 | $837.8K | 0.02% | +5,691+134.3% | Added |
| Bleakley Financial Group, LLC | 9,914 | $836.7K | 0.03% | +380+4.0% | Added |
| Qtron Investments LLC | 9,864 | $832.5K | 0.17% | +7,163+265.2% | Added |
| Toroso Investments, LLC | 9,653 | $815.0K | 0.03% | +724+8.1% | Added |
| Oppenheimer & Co Inc | 9,590 | $809.4K | 0.02% | −841−8.1% | Reduced |
| Argent Trust Co | 9,416 | $794.7K | 0.05% | +262+2.9% | Added |
| Fractal Investments LLC | 9,400 | $793.4K | 0.18% | 00.0% | Unchanged |
| AE Wealth Management LLC | 9,382 | $791.8K | 0.01% | +611+7.0% | Added |
| Ostrum Asset Management | 9,363 | $790.2K | 0.07% | +9,363 | New |
| Pinnacle Associates Ltd | 9,361 | $790.1K | 0.02% | +627+7.2% | Added |
| Williams Jones Wealth Management, LLC. | 9,337 | $788.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 9,329 | $787.4K | 0.01% | +546+6.2% | Added |
| Merit Financial Group, LLC | 9,311 | $785.8K | 0.03% | −51−0.5% | Reduced |
| Pathstone Family Office, LLC | 8,831 | $784.3K | 0.01% | −5,955−40.3% | Reduced |
| Cetera Investment Advisers | 9,226 | $778.8K | 0.01% | −915−9.0% | Reduced |
| Integrated Wealth Concepts LLC | 9,222 | $778.0K | 0.02% | +2,456+36.3% | Added |
| Bridges Investment Management Inc | 9,140 | $771.4K | 0.03% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 9,071 | $765.6K | 0.28% | +100+1.1% | Added |
| Glenview Trust Co | 9,068 | $765.3K | 0.02% | −23−0.3% | Reduced |
| Snowden Capital Advisors LLC | 9,006 | $760.1K | 0.03% | +694+8.3% | Added |
| Holowesko Partners Ltd. | 9,000 | $759.6K | 0.40% | −6,500−41.9% | Reduced |
| Parallel Advisors, LLC | 8,855 | $747.4K | 0.03% | +723+8.9% | Added |
| Johnson Investment Counsel Inc | 8,716 | $735.6K | 0.01% | −397−4.4% | Reduced |
| Field & Main Bank | 8,643 | $729.5K | 0.44% | +419+5.1% | Added |
| La Banque Postale Asset Management SA | 8,513 | $718.5K | 0.02% | +8,513 | New |
| Sit Investment Associates Inc | 8,505 | $718.0K | 0.02% | 00.0% | Unchanged |
| Caxton Associates LP | 8,501 | $717.5K | 0.11% | +8,501 | New |
| FineMark National Bank & Trust | 8,477 | $715.5K | 0.03% | +142+1.7% | Added |
| Panagora Asset Management Inc | 8,356 | $705.2K | 0.00% | −12,430−59.8% | Reduced |
| Atlantic Union Bankshares Corp | 8,353 | $705.0K | 0.07% | +8,353 | New |
| Moody National Bank Trust Division | 8,338 | $703.7K | 0.06% | −20−0.2% | Reduced |
| Venture Visionary Partners LLC | 8,219 | $693.7K | 0.04% | −1,356−14.2% | Reduced |