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, Q2 2023
Institutional positions in Otis Worldwide Corp as of Jun 30, 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
- 1,124
- +29 vs. Q1 2023
- Shares held
- 358.6M
- −41.7M (−10.4%) vs. Q1 2023
- Total value
- $31.9B
- +$1.82B (+6.1%) vs. Q1 2023
- New holders
- 94
- 334 more added
- Sold out
- 65
- 445 more reduced
6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 40,182,044 | $3.58B | 0.08% | −234,082−0.6% | Reduced |
| BlackRock Inc. | 35,251,724 | $3.14B | 0.09% | −139,977−0.4% | Reduced |
| State Street Corp | 16,043,265 | $1.43B | 0.07% | +236,353+1.5% | Added |
| Morgan Stanley | 13,107,659 | $1.17B | 0.11% | −194,855−1.5% | Reduced |
| Alliancebernstein L.P. | 12,239,672 | $1.09B | 0.44% | +2,999,494+32.5% | Added |
| Geode Capital Management, LLC | 10,134,058 | $901.1M | 0.11% | +285,489+2.9% | Added |
| Capital Research Global Investors | 8,981,945 | $799.5M | 0.21% | +502,437+5.9% | Added |
| Fiera Capital Corp | 8,745,675 | $778.5M | 2.25% | −418,370−4.6% | Reduced |
| Massachusetts Financial Services Co | 7,973,113 | $709.7M | 0.23% | −177,617−2.2% | Reduced |
| Invesco Ltd. | 6,627,549 | $589.9M | 0.15% | +131,864+2.0% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 6,455,411 | $574.6M | 2.41% | +173,736+2.8% | Added |
| Norges Bank | 6,034,951 | $537.2M | 0.11% | +1,113,906+22.6% | Added |
| BLS Capital Fondsmaeglerselskab A/S | 5,771,860 | $513.8M | 11.88% | +43,108+0.8% | Added |
| Dodge & Cox | 5,173,022 | $460.5M | 0.31% | −36,650−0.7% | Reduced |
| JPMorgan Chase & Co | 5,098,219 | $453.8M | 0.05% | +585,724+13.0% | Added |
| Boston Partners | 4,685,859 | $417.0M | 0.56% | −12,983−0.3% | Reduced |
| Northern Trust Corp | 4,526,801 | $402.9M | 0.08% | −84,836−1.8% | Reduced |
| Bank of America Corp | 4,259,750 | $379.2M | 0.05% | −699,997−14.1% | Reduced |
| Bank of New York Mellon Corp | 4,115,429 | $366.3M | 0.08% | +107,072+2.7% | Added |
| FMR LLC | 3,811,460 | $339.3M | 0.03% | −1,7090.0% | Reduced |
| Wellington Management Group LLP | 3,705,183 | $329.8M | 0.06% | −661,497−15.1% | Reduced |
| Price T Rowe Associates Inc | 3,531,887 | $314.4M | 0.04% | +122,855+3.6% | Added |
| CIBC Private Wealth Group, LLC | 3,455,386 | $307.6M | 0.67% | −49,795−1.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,389,061 | $301.7M | 1.40% | +17,255+0.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,189,002 | $283.9M | 0.59% | +96,354+3.1% | Added |
| Legal & General Group Plc | 3,119,939 | $277.7M | 0.09% | +129,742+4.3% | Added |
| Lazard Asset Management LLC | 2,941,030 | $261.8M | 0.32% | −284,806−8.8% | Reduced |
| Sarasin & Partners LLP | 2,852,448 | $253.9M | 2.94% | +203,189+7.7% | Added |
| Dimensional Fund Advisors LP | 2,748,403 | $244.6M | 0.08% | +39,848+1.5% | Added |
| Ako Capital LLP | 2,584,903 | $230.1M | 3.48% | −116,218−4.3% | Reduced |
| Los Angeles Capital Management LLC | 2,489,058 | $221.6M | 0.89% | +69,358+2.9% | Added |
| Royal Bank of Canada | 2,400,165 | $213.6M | 0.06% | +964,142+67.1% | Added |
| Brown Advisory Inc | 2,388,186 | $212.6M | 0.33% | −96,998−3.9% | Reduced |
| Parnassus Investments | 2,316,927 | $206.2M | 0.48% | −767,404−24.9% | Reduced |
| UBS Asset Management Americas Inc | 2,443,338 | $206.2M | 0.10% | 00.0% | Unchanged |
| Credit Suisse AG | 2,286,645 | $203.5M | 0.20% | +306,456+15.5% | Added |
| Vontobel Asset Management Inc | 2,117,780 | $201.5M | 1.34% | +50,798+2.5% | Added |
| Menora Mivtachim Holdings Ltd. | 2,206,776 | $196.4M | 1.82% | −4,000−0.2% | Reduced |
| Omers Administration Corp | 2,177,048 | $193.8M | 3.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 2,115,983 | $188.3M | 0.05% | −5,390−0.3% | Reduced |
| London Co of Virginia | 2,096,451 | $186.6M | 1.06% | −131,240−5.9% | Reduced |
| Deccan Value Investors L.P. | 2,019,902 | $179.8M | 16.45% | −105,100−4.9% | Reduced |
| State of Wisconsin Investment Board | 2,012,115 | $179.1M | 0.50% | +23,166+1.2% | Added |
| Putnam Investments LLC | 1,962,034 | $174.6M | 0.26% | −1,932−0.1% | Reduced |
| Schroder Investment Management Group | 1,922,043 | $171.1M | 0.25% | −277,208−12.6% | Reduced |
| Goldman Sachs Group Inc | 1,912,387 | $170.2M | 0.04% | −1,038,163−35.2% | Reduced |
| Guinness Asset Management LTD | 1,738,056 | $154.7M | 3.59% | +140,956+8.8% | Added |
| Gates Capital Management, Inc. | 1,737,622 | $154.7M | 4.83% | −250,000−12.6% | Reduced |
| Primecap Management Co | 1,699,341 | $151.3M | 0.13% | −14,300−0.8% | Reduced |
| Fundsmith Investment Services Ltd. | 1,683,349 | $149.8M | 2.18% | +55,216+3.4% | Added |
| Pictet Asset Management SA | 1,510,526 | $134.5M | 0.16% | −221,554−12.8% | Reduced |
| Swiss National Bank | 1,492,443 | $132.8M | 0.09% | −160,800−9.7% | Reduced |
| Clearbridge Investments, LLC | 1,463,767 | $130.3M | 0.12% | −39,931−2.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,410,559 | $125.6M | 0.15% | +555,950+65.1% | Added |
| Nuveen Asset Management, LLC | 1,394,498 | $124.1M | 0.04% | −134,990−8.8% | Reduced |
| Deutsche Bank AG | 1,364,290 | $121.4M | 0.06% | +3,270+0.2% | Added |
| Russell Investments Group, Ltd. | 1,231,126 | $109.5M | 0.21% | +175,812+16.7% | Added |
| Fisher Asset Management, LLC | 1,166,353 | $103.8M | 0.06% | +13,205+1.1% | Added |
| Manufacturers Life Insurance Company, The | 1,116,444 | $99.4M | 0.06% | −147,839−11.7% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,107,887 | $96.1M | 2.95% | −12,755−1.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,045,681 | $93.1M | 0.07% | −210,188−16.7% | Reduced |
| Jennison Associates LLC | 1,004,693 | $89.4M | 0.07% | −75,569−7.0% | Reduced |
| Millennium Management LLC | 989,784 | $88.1M | 0.09% | +984,003+17,021.3% | Added |
| Neuberger Berman Group LLC | 984,099 | $87.6M | 0.08% | −9,791−1.0% | Reduced |
| Canoe Financial LP | 968,894 | $86.3M | 1.80% | +6,600+0.7% | Added |
| National Pension Service | 972,476 | $86.2M | 0.14% | +242,883+33.3% | Added |
| Pensioenfonds Rail & Ov | 950,634 | $84.6M | 3.15% | 00.0% | Unchanged |
| Macquarie Group Ltd | 882,798 | $78.5M | 0.09% | +139,970+18.8% | Added |
| Aviva PLC | 862,206 | $76.7M | 0.31% | +210,083+32.2% | Added |
| Amundi | 864,047 | $76.6M | 0.04% | −636,430−42.4% | Reduced |
| Fayez Sarofim & Co | 848,504 | $75.5M | 0.26% | +7,932+0.9% | Added |
| Rhumbline Advisers | 844,283 | $75.1M | 0.08% | −15,831−1.8% | Reduced |
| HighTower Advisors, LLC | 838,541 | $74.6M | 0.15% | +12,710+1.5% | Added |
| American Century Companies Inc | 825,755 | $73.5M | 0.06% | +40,184+5.1% | Added |
| Balyasny Asset Management LLC | 794,982 | $70.8M | 0.20% | −471,458−37.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 760,674 | $67.7M | 0.39% | +538,450+242.3% | Added |
| California Public Employees Retirement System | 752,825 | $67.0M | 0.06% | −28,293−3.6% | Reduced |
| Nissay Asset Management Corp | 751,922 | $66.9M | 0.58% | −34,637−4.4% | Reduced |
| Wells Fargo & Company | 743,444 | $66.2M | 0.02% | −5,327−0.7% | Reduced |
| First Trust Advisors LP | 726,055 | $64.6M | 0.07% | +283,717+64.1% | Added |
| StonePine Asset Management Inc. | 710,036 | $63.2M | 3.05% | −977,222−57.9% | Reduced |
| Two Sigma Advisers, LP | 694,500 | $61.8M | 0.16% | −586,400−45.8% | Reduced |
| California State Teachers Retirement System | 673,097 | $59.9M | 0.08% | −22,965−3.3% | Reduced |
| UBS Group AG | 667,754 | $59.4M | 0.03% | +214,891+47.5% | Added |
| Railway Pension Investments Ltd | 652,800 | $58.1M | 0.58% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 609,873 | $54.3M | 0.17% | −287,498−32.0% | Reduced |
| HM Payson & Co | 600,084 | $53.4M | 1.20% | +79,848+15.3% | Added |
| Artisan Partners Limited Partnership | 593,758 | $52.9M | 0.09% | −28,290−4.5% | Reduced |
| Alyeska Investment Group, L.P. | 587,794 | $52.3M | 0.40% | −14,028−2.3% | Reduced |
| Great West Life Assurance Co | 578,885 | $51.8M | 0.12% | +148,345+34.5% | Added |
| Voya Investment Management LLC | 566,387 | $50.4M | 0.05% | +95,980+20.4% | Added |
| Antipodes Partners Ltd | 553,660 | $49.3M | 1.70% | −30,319−5.2% | Reduced |
| Pinebridge Investments, L.P. | 529,633 | $47.1M | 0.51% | +158,323+42.6% | Added |
| Barclays PLC | 525,746 | $46.8M | 0.03% | +397,422+309.7% | Added |
| New York State Common Retirement Fund | 513,569 | $45.7M | 0.06% | −5,050−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 511,884 | $45.6M | 0.04% | −6,228−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 511,238 | $45.5M | 0.09% | +91,630+21.8% | Added |
| Principal Financial Group Inc | 493,648 | $43.9M | 0.03% | −20,156−3.9% | Reduced |
| Ofi Invest Asset Management | 481,462 | $42.9M | 1.70% | −41,358,572−98.8% | Reduced |
| State Board of Administration of Florida Retirement System | 480,961 | $42.8M | 0.09% | +3,483+0.7% | Added |