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 |
|---|---|---|---|---|---|
| First Manhattan Co | 85,360 | $7.60M | 0.03% | −4,361−4.9% | Reduced |
| Texas Permanent School Fund | 85,920 | $7.65M | 0.07% | +151+0.2% | Added |
| Capital Fund Management S.A. | 86,256 | $7.68M | 0.12% | +37,138+75.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 86,339 | $7.69M | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 87,918 | $7.83M | 0.17% | +49,029+126.1% | Added |
| Gateway Investment Advisers LLC | 90,906 | $8.09M | 0.10% | +6,261+7.4% | Added |
| State of Alaska, Department of Revenue | 91,651 | $8.16M | 0.10% | −5,952−6.1% | Reduced |
| Trium Capital LLP | 92,945 | $8.27M | 2.32% | +16,375+21.4% | Added |
| Retirement Systems of Alabama | 93,931 | $8.36M | 0.04% | −28,693−23.4% | Reduced |
| Stifel Financial Corp | 93,965 | $8.36M | 0.01% | −6,908−6.8% | Reduced |
| Allied Investment Advisors, LLC | 95,472 | $8.50M | 2.46% | +4,750+5.2% | Added |
| Schwartz Investment Counsel Inc | 97,000 | $8.63M | 0.36% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 97,224 | $8.65M | 0.11% | +59,500+157.7% | Added |
| Caisse de Depot Et Placement du Quebec | 97,749 | $8.70M | 0.02% | +14,594+17.6% | Added |
| Federation des caisses Desjardins du Quebec | 97,955 | $8.72M | 0.09% | +746+0.8% | Added |
| Allianz Asset Management GmbH | 98,218 | $8.74M | 0.02% | −122,288−55.5% | Reduced |
| LPL Financial LLC | 98,614 | $8.78M | 0.01% | +5,557+6.0% | Added |
| ING Groep NV | 100,338 | $8.93M | 0.07% | −27,160−21.3% | Reduced |
| Tudor Investment Corp Et Al | 101,921 | $9.07M | 0.15% | −25,578−20.1% | Reduced |
| Vident Investment Advisory, LLC | 105,356 | $9.38M | 0.32% | +97,636+1,264.7% | Added |
| Commerce Bank | 105,616 | $9.40M | 0.07% | −6,666−5.9% | Reduced |
| MetLife Investment Management | 105,914 | $9.43M | 0.07% | −3,218−2.9% | Reduced |
| Forsta Ap-Fonden | 106,200 | $9.45M | 0.10% | +33,900+46.9% | Added |
| USS Investment Management Ltd | 106,239 | $9.46M | 0.11% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 107,183 | $9.54M | 0.66% | −276−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 109,844 | $9.78M | 0.04% | −23,495−17.6% | Reduced |
| Advisor Group Holdings, Inc. | 110,053 | $9.80M | 0.02% | −2,330−2.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 110,258 | $9.81M | 0.17% | −418−0.4% | Reduced |
| Meyer Handelman Co | 111,112 | $9.89M | 0.40% | +1,660+1.5% | Added |
| American International Group, Inc. | 112,152 | $9.98M | 0.06% | −3,867−3.3% | Reduced |
| Anchor Capital Advisors LLC | 112,510 | $10.0M | 0.26% | −6,103−5.1% | Reduced |
| CIBC Asset Management Inc | 112,960 | $10.1M | 0.04% | −906−0.8% | Reduced |
| State of Michigan Retirement System | 113,607 | $10.1M | 0.06% | −300−0.3% | Reduced |
| Banco Santander, S.A. | 113,896 | $10.1M | 0.13% | +108,777+2,125.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $10.2M | 0.12% | 00.0% | Unchanged |
| Amalgamated Bank | 117,346 | $10.4M | 0.08% | +4,557+4.0% | Added |
| Arizona State Retirement System | 118,124 | $10.5M | 0.09% | +4,378+3.8% | Added |
| Janus Henderson Group PLC | 118,379 | $10.5M | 0.01% | +8,214+7.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 120,529 | $10.7M | 0.14% | −2,340−1.9% | Reduced |
| Prospector Partners LLC | 121,065 | $10.8M | 1.50% | +650+0.5% | Added |
| DnB Asset Management AS | 124,464 | $11.1M | 0.06% | +5,933+5.0% | Added |
| State of Tennessee, Treasury Department | 126,471 | $11.3M | 0.05% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 127,686 | $11.3M | 0.03% | −16,888−11.7% | Reduced |
| Standard Life Aberdeen plc | 131,292 | $11.7M | 0.03% | −2,857−2.1% | Reduced |
| United Capital Financial Advisers, LLC | 132,115 | $11.8M | 0.06% | −5,495−4.0% | Reduced |
| Nisa Investment Advisors, LLC | 133,616 | $11.9M | 0.09% | +4,379+3.4% | Added |
| MAI Capital Management | 134,304 | $12.0M | 0.18% | −70,588−34.5% | Reduced |
| Susquehanna International Group, LLP | 138,287 | $12.3M | 0.02% | −68,381−33.1% | Reduced |
| Handelsbanken Fonder AB | 138,378 | $12.3M | 0.07% | +3,007+2.2% | Added |
| Teacher Retirement System of Texas | 138,521 | $12.3M | 0.08% | −61,693−30.8% | Reduced |
| Greenwood Gearhart Inc | 140,076 | $12.5M | 1.45% | +4,716+3.5% | Added |
| Nomura Asset Management Co Ltd | 143,217 | $12.7M | 0.06% | +36,801+34.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 143,365 | $12.8M | 1.87% | +2,511+1.8% | Added |
| Korea Investment CORP | 145,624 | $13.0M | 0.04% | −54,854−27.4% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 146,845 | $13.1M | 0.89% | +25,520+21.0% | Added |
| Natixis Advisors, L.P. | 147,236 | $13.1M | 0.04% | +303+0.2% | Added |
| Worldquant Millennium Advisors LLC | 148,790 | $13.2M | 0.22% | +148,790 | New |
| TD Asset Management Inc | 149,233 | $13.3M | 0.02% | −3,179−2.1% | Reduced |
| Creative Planning | 149,735 | $13.3M | 0.02% | +289+0.2% | Added |
| Illinois Municipal Retirement Fund | 150,684 | $13.4M | 0.27% | −53,849−26.3% | Reduced |
| Andra AP-fonden | 151,734 | $13.5M | 0.34% | −56,500−27.1% | Reduced |
| Commonwealth Equity Services, LLC | 154,043 | $13.7M | 0.03% | −2,655−1.7% | Reduced |
| AXA S.A. | 155,911 | $13.9M | 0.05% | −1,876−1.2% | Reduced |
| APG Asset Management N.V. | 176,384 | $14.4M | 0.03% | −3,075−1.7% | Reduced |
| Asset Management One Co.,Ltd. | 162,448 | $14.5M | 0.06% | −5,814−3.5% | Reduced |
| M&T Bank Corp | 162,675 | $14.5M | 0.05% | −8,259−4.8% | Reduced |
| Copeland Capital Management, LLC | 163,690 | $14.6M | 0.30% | +60,007+57.9% | Added |
| PGGM Investments | 164,522 | $14.6M | 0.24% | +30,001+22.3% | Added |
| Storebrand Asset Management AS | 164,887 | $14.7M | 0.07% | +4,252+2.6% | Added |
| Royal London Asset Management Ltd | 167,459 | $14.9M | 0.05% | +8,779+5.5% | Added |
| Carnegie Capital Asset Management, LLC | 169,468 | $15.1M | 0.56% | −2,249−1.3% | Reduced |
| Canada Pension Plan Investment Board | 169,680 | $15.1M | 0.02% | −6,400−3.6% | Reduced |
| Squarepoint Ops LLC | 176,180 | $15.7M | 0.09% | −18,049−9.3% | Reduced |
| Treasurer of the State of North Carolina | 180,751 | $16.1M | 0.08% | −4,306−2.3% | Reduced |
| Franklin Resources Inc | 180,924 | $16.1M | 0.01% | +29,776+19.7% | Added |
| Clean Energy Transition LLP | 181,733 | $16.2M | 2.21% | +181,733 | New |
| Public Employees Retirement System of Ohio | 195,823 | $17.4M | 0.07% | −18,759−8.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 196,800 | $17.5M | 0.16% | −12,500−6.0% | Reduced |
| Swedbank AB | 197,017 | $17.5M | 0.03% | +5,000+2.6% | Added |
| Davidson Investment Advisors | 204,254 | $18.2M | 1.15% | +223+0.1% | Added |
| Toronto Dominion Bank | 214,583 | $19.1M | 0.03% | +15,654+7.9% | Added |
| Factory Mutual Insurance Co | 217,300 | $19.3M | 0.29% | −56,500−20.6% | Reduced |
| CI Private Wealth, LLC | 217,901 | $19.4M | 0.04% | −5,393−2.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 219,427 | $19.5M | 0.05% | +51,460+30.6% | Added |
| Renaissance Technologies LLC | 221,600 | $19.7M | 0.03% | −391,800−63.9% | Reduced |
| Raymond James & Associates | 228,835 | $20.4M | 0.02% | −3,093−1.3% | Reduced |
| Man Group plc | 231,508 | $20.6M | 0.06% | – | – |
| State of New Jersey Common Pension Fund D | 236,674 | $21.1M | 0.07% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 239,082 | $21.3M | 0.08% | −3,293−1.4% | Reduced |
| SEI Investments Co | 245,001 | $21.8M | 0.04% | −3,232−1.3% | Reduced |
| Equitable Trust Co | 251,536 | $22.4M | 1.71% | +2,129+0.9% | Added |
| AQR Capital Management LLC | 251,645 | $22.4M | 0.05% | −55,638−18.1% | Reduced |
| US Bancorp | 257,246 | $22.9M | 0.04% | −12,866−4.8% | Reduced |
| Border to Coast Pensions Partnership Ltd | 260,719 | $23.2M | 0.58% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 277,323 | $24.7M | 0.16% | +5,829+2.1% | Added |
| Bank of Montreal | 280,905 | $25.1M | 0.02% | −2,574−0.9% | Reduced |
| National Bank of Canada | 284,155 | $25.2M | 0.05% | −37,383−11.6% | Reduced |
| Nordea Investment Management AB | 283,929 | $25.4M | 0.03% | −97,250−25.5% | Reduced |
| Prio Wealth Limited Partnership | 293,487 | $26.1M | 0.93% | +1150.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 294,500 | $26.2M | 0.35% | +5,896+2.0% | Added |