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 |
|---|---|---|---|---|---|
| Vaughan Nelson Investment Management, L.P. | 300,414 | $26.7M | 0.30% | −61,194−16.9% | Reduced |
| Welch & Forbes LLC | 303,676 | $27.0M | 0.43% | −1,824−0.6% | Reduced |
| Bahl & Gaynor Inc | 304,408 | $27.1M | 0.16% | +139,428+84.5% | Added |
| Comgest Global Investors S.A.S. | 306,556 | $27.3M | 0.46% | +70,700+30.0% | Added |
| Allspring Global Investments Holdings, LLC | 311,298 | $27.7M | 0.04% | +186,079+148.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 311,302 | $27.7M | 0.06% | +1,859+0.6% | Added |
| Ameriprise Financial Inc | 315,811 | $28.1M | 0.01% | +2,039+0.6% | Added |
| Citigroup Inc | 320,614 | $28.5M | 0.04% | −80,607−20.1% | Reduced |
| Candriam Luxembourg S.C.A. | 331,168 | $29.5M | 0.21% | −89,490−21.3% | Reduced |
| Victory Capital Management Inc | 343,623 | $30.6M | 0.03% | −22,579−6.2% | Reduced |
| Banque Pictet & Cie SA | 358,151 | $31.9M | 0.28% | −59,811−14.3% | Reduced |
| Envestnet Asset Management Inc | 375,242 | $33.4M | 0.01% | +44,696+13.5% | Added |
| Prudential Financial Inc | 379,689 | $33.8M | 0.05% | −14,906−3.8% | Reduced |
| KBC Group NV | 392,709 | $35.0M | 0.14% | +243,754+163.6% | Added |
| Rathbone Brothers plc | 402,307 | $35.8M | 0.33% | +9,820+2.5% | Added |
| Twinbeech Capital LP | 407,582 | $36.3M | 0.72% | +407,582 | New |
| Impax Asset Management Group plc | 424,180 | $37.8M | 0.15% | +2,580+0.6% | Added |
| Alphinity Investment Management Pty Ltd | 426,176 | $37.9M | 0.62% | +123,918+41.0% | Added |
| HSBC Holdings PLC | 434,134 | $38.7M | 0.04% | −194,544−30.9% | Reduced |
| New York State Teachers Retirement System | 446,400 | $39.7M | 0.09% | −5,489−1.2% | Reduced |
| Qube Research & Technologies Ltd | 447,984 | $39.9M | 0.15% | +261,599+140.4% | Added |
| Adage Capital Partners GP, L.L.C. | 469,717 | $41.8M | 0.09% | +423,732+921.5% | Added |
| State Board of Administration of Florida Retirement System | 480,961 | $42.8M | 0.09% | +3,483+0.7% | Added |
| Ofi Invest Asset Management | 481,462 | $42.9M | 1.70% | −41,358,572−98.8% | Reduced |
| Principal Financial Group Inc | 493,648 | $43.9M | 0.03% | −20,156−3.9% | Reduced |
| Ensign Peak Advisors, Inc | 511,238 | $45.5M | 0.09% | +91,630+21.8% | Added |
| The PNC Financial Services Group, Inc. | 511,884 | $45.6M | 0.04% | −6,228−1.2% | Reduced |
| New York State Common Retirement Fund | 513,569 | $45.7M | 0.06% | −5,050−1.0% | Reduced |
| Barclays PLC | 525,746 | $46.8M | 0.03% | +397,422+309.7% | Added |
| Pinebridge Investments, L.P. | 529,633 | $47.1M | 0.51% | +158,323+42.6% | Added |
| Antipodes Partners Ltd | 553,660 | $49.3M | 1.70% | −30,319−5.2% | Reduced |
| Voya Investment Management LLC | 566,387 | $50.4M | 0.05% | +95,980+20.4% | Added |
| Great West Life Assurance Co | 578,885 | $51.8M | 0.12% | +148,345+34.5% | Added |
| Alyeska Investment Group, L.P. | 587,794 | $52.3M | 0.40% | −14,028−2.3% | Reduced |
| Artisan Partners Limited Partnership | 593,758 | $52.9M | 0.09% | −28,290−4.5% | Reduced |
| HM Payson & Co | 600,084 | $53.4M | 1.20% | +79,848+15.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 609,873 | $54.3M | 0.17% | −287,498−32.0% | Reduced |
| Railway Pension Investments Ltd | 652,800 | $58.1M | 0.58% | 00.0% | Unchanged |
| UBS Group AG | 667,754 | $59.4M | 0.03% | +214,891+47.5% | Added |
| California State Teachers Retirement System | 673,097 | $59.9M | 0.08% | −22,965−3.3% | Reduced |
| Two Sigma Advisers, LP | 694,500 | $61.8M | 0.16% | −586,400−45.8% | Reduced |
| StonePine Asset Management Inc. | 710,036 | $63.2M | 3.05% | −977,222−57.9% | Reduced |
| First Trust Advisors LP | 726,055 | $64.6M | 0.07% | +283,717+64.1% | Added |
| Wells Fargo & Company | 743,444 | $66.2M | 0.02% | −5,327−0.7% | Reduced |
| Nissay Asset Management Corp | 751,922 | $66.9M | 0.58% | −34,637−4.4% | Reduced |
| California Public Employees Retirement System | 752,825 | $67.0M | 0.06% | −28,293−3.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 760,674 | $67.7M | 0.39% | +538,450+242.3% | Added |
| Balyasny Asset Management LLC | 794,982 | $70.8M | 0.20% | −471,458−37.2% | Reduced |
| American Century Companies Inc | 825,755 | $73.5M | 0.06% | +40,184+5.1% | Added |
| HighTower Advisors, LLC | 838,541 | $74.6M | 0.15% | +12,710+1.5% | Added |
| Rhumbline Advisers | 844,283 | $75.1M | 0.08% | −15,831−1.8% | Reduced |
| Fayez Sarofim & Co | 848,504 | $75.5M | 0.26% | +7,932+0.9% | Added |
| Amundi | 864,047 | $76.6M | 0.04% | −636,430−42.4% | Reduced |
| Aviva PLC | 862,206 | $76.7M | 0.31% | +210,083+32.2% | Added |
| Macquarie Group Ltd | 882,798 | $78.5M | 0.09% | +139,970+18.8% | Added |
| Pensioenfonds Rail & Ov | 950,634 | $84.6M | 3.15% | 00.0% | Unchanged |
| National Pension Service | 972,476 | $86.2M | 0.14% | +242,883+33.3% | Added |
| Canoe Financial LP | 968,894 | $86.3M | 1.80% | +6,600+0.7% | Added |
| Neuberger Berman Group LLC | 984,099 | $87.6M | 0.08% | −9,791−1.0% | Reduced |
| Millennium Management LLC | 989,784 | $88.1M | 0.09% | +984,003+17,021.3% | Added |
| Jennison Associates LLC | 1,004,693 | $89.4M | 0.07% | −75,569−7.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,045,681 | $93.1M | 0.07% | −210,188−16.7% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,107,887 | $96.1M | 2.95% | −12,755−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 1,116,444 | $99.4M | 0.06% | −147,839−11.7% | Reduced |
| Fisher Asset Management, LLC | 1,166,353 | $103.8M | 0.06% | +13,205+1.1% | Added |
| Russell Investments Group, Ltd. | 1,231,126 | $109.5M | 0.21% | +175,812+16.7% | Added |
| Deutsche Bank AG | 1,364,290 | $121.4M | 0.06% | +3,270+0.2% | Added |
| Nuveen Asset Management, LLC | 1,394,498 | $124.1M | 0.04% | −134,990−8.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,410,559 | $125.6M | 0.15% | +555,950+65.1% | Added |
| Clearbridge Investments, LLC | 1,463,767 | $130.3M | 0.12% | −39,931−2.7% | Reduced |
| Swiss National Bank | 1,492,443 | $132.8M | 0.09% | −160,800−9.7% | Reduced |
| Pictet Asset Management SA | 1,510,526 | $134.5M | 0.16% | −221,554−12.8% | Reduced |
| Fundsmith Investment Services Ltd. | 1,683,349 | $149.8M | 2.18% | +55,216+3.4% | Added |
| Primecap Management Co | 1,699,341 | $151.3M | 0.13% | −14,300−0.8% | Reduced |
| Gates Capital Management, Inc. | 1,737,622 | $154.7M | 4.83% | −250,000−12.6% | Reduced |
| Guinness Asset Management LTD | 1,738,056 | $154.7M | 3.59% | +140,956+8.8% | Added |
| Goldman Sachs Group Inc | 1,912,387 | $170.2M | 0.04% | −1,038,163−35.2% | Reduced |
| Schroder Investment Management Group | 1,922,043 | $171.1M | 0.25% | −277,208−12.6% | Reduced |
| Putnam Investments LLC | 1,962,034 | $174.6M | 0.26% | −1,932−0.1% | Reduced |
| State of Wisconsin Investment Board | 2,012,115 | $179.1M | 0.50% | +23,166+1.2% | Added |
| Deccan Value Investors L.P. | 2,019,902 | $179.8M | 16.45% | −105,100−4.9% | Reduced |
| London Co of Virginia | 2,096,451 | $186.6M | 1.06% | −131,240−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 2,115,983 | $188.3M | 0.05% | −5,390−0.3% | Reduced |
| Omers Administration Corp | 2,177,048 | $193.8M | 3.01% | 00.0% | Unchanged |
| Menora Mivtachim Holdings Ltd. | 2,206,776 | $196.4M | 1.82% | −4,000−0.2% | Reduced |
| Vontobel Asset Management Inc | 2,117,780 | $201.5M | 1.34% | +50,798+2.5% | Added |
| Credit Suisse AG | 2,286,645 | $203.5M | 0.20% | +306,456+15.5% | Added |
| UBS Asset Management Americas Inc | 2,443,338 | $206.2M | 0.10% | 00.0% | Unchanged |
| Parnassus Investments | 2,316,927 | $206.2M | 0.48% | −767,404−24.9% | Reduced |
| Brown Advisory Inc | 2,388,186 | $212.6M | 0.33% | −96,998−3.9% | Reduced |
| Royal Bank of Canada | 2,400,165 | $213.6M | 0.06% | +964,142+67.1% | Added |
| Los Angeles Capital Management LLC | 2,489,058 | $221.6M | 0.89% | +69,358+2.9% | Added |
| Ako Capital LLP | 2,584,903 | $230.1M | 3.48% | −116,218−4.3% | Reduced |
| Dimensional Fund Advisors LP | 2,748,403 | $244.6M | 0.08% | +39,848+1.5% | Added |
| Sarasin & Partners LLP | 2,852,448 | $253.9M | 2.94% | +203,189+7.7% | Added |
| Lazard Asset Management LLC | 2,941,030 | $261.8M | 0.32% | −284,806−8.8% | Reduced |
| Legal & General Group Plc | 3,119,939 | $277.7M | 0.09% | +129,742+4.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,189,002 | $283.9M | 0.59% | +96,354+3.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,389,061 | $301.7M | 1.40% | +17,255+0.5% | Added |
| CIBC Private Wealth Group, LLC | 3,455,386 | $307.6M | 0.67% | −49,795−1.4% | Reduced |