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 |
|---|---|---|---|---|---|
| Advisor Partners II, LLC | 13,764 | $1.23M | 0.06% | +563+4.3% | Added |
| Goelzer Investment Management, Inc. | 13,772 | $1.23M | 0.10% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 13,950 | $1.24M | 0.26% | −15,175−52.1% | Reduced |
| Parsons Capital Management Inc | 14,052 | $1.25M | 0.10% | −1,320−8.6% | Reduced |
| Woodstock Corp | 14,094 | $1.25M | 0.15% | −296−2.1% | Reduced |
| Blair William & Co | 14,293 | $1.27M | 0.00% | +2,867+25.1% | Added |
| Hartford Financial Management Inc. | 14,344 | $1.28M | 0.32% | −6,129−29.9% | Reduced |
| Guggenheim Capital LLC | 14,375 | $1.28M | 0.01% | −19,723−57.8% | Reduced |
| Whittier Trust Co | 14,633 | $1.30M | 0.02% | −31−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,836 | $1.32M | 0.10% | +74+0.5% | Added |
| Park Avenue Securities LLC | 14,987 | $1.33M | 0.02% | +3,257+27.8% | Added |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.34M | 0.33% | 00.0% | Unchanged |
| Synovus Financial Corp | 15,068 | $1.34M | 0.01% | −456−2.9% | Reduced |
| Triangle Securities Wealth Management | 15,098 | $1.34M | 0.46% | −635−4.0% | Reduced |
| Prudential PLC | 15,209 | $1.35M | 0.02% | −14−0.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,600 | $1.39M | 0.00% | +412+2.7% | Added |
| Ferguson Wellman Capital Management, Inc | 15,756 | $1.40M | 0.03% | −626−3.8% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.42M | 1.33% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,017 | $1.43M | 0.05% | +2,192+15.9% | Added |
| Zurich Insurance Group Ltd | 16,100 | $1.43M | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 16,240 | $1.45M | 0.03% | −7,218−30.8% | Reduced |
| Perigon Wealth Management, LLC | 16,716 | $1.49M | 0.06% | +3,988+31.3% | Added |
| Campbell & CO Investment Adviser LLC | 16,763 | $1.49M | 0.27% | +16,763 | New |
| Pearl River Capital, LLC | 16,852 | $1.50M | 0.24% | +10,394+160.9% | Added |
| Alps Advisors Inc | 16,934 | $1.51M | 0.01% | −461−2.7% | Reduced |
| Rockefeller Capital Management L.P. | 19,638 | $1.51M | 0.01% | −10,722−35.3% | Reduced |
| Kestra Advisory Services, LLC | 17,046 | $1.52M | 0.02% | +417+2.5% | Added |
| Trust Co of Vermont | 17,091 | $1.52M | 0.10% | −234−1.4% | Reduced |
| Fifth Third Bancorp | 17,112 | $1.52M | 0.01% | +183+1.1% | Added |
| Selway Asset Management | 17,205 | $1.53M | 0.67% | +260+1.5% | Added |
| Essex Financial Services, Inc. | 17,296 | $1.54M | 0.18% | +1,918+12.5% | Added |
| Holocene Advisors, LP | 17,305 | $1.54M | 0.01% | +17,305 | New |
| Thrivent Financial for Lutherans | 17,594 | $1.57M | 0.00% | −215−1.2% | Reduced |
| Zacks Investment Management | 17,678 | $1.57M | 0.02% | +17,678 | New |
| Dearborn Partners LLC | 17,708 | $1.58M | 0.06% | 00.0% | Unchanged |
| Toroso Investments, LLC | 17,729 | $1.58M | 0.05% | +8,076+83.7% | Added |
| Cresset Asset Management, LLC | 17,867 | $1.59M | 0.01% | +10,898+156.4% | Added |
| E. Ohman J:or Asset Management AB | 18,000 | $1.60M | 0.06% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 18,010 | $1.60M | 0.08% | −546−2.9% | Reduced |
| Systematic Alpha Investments, LLC | 18,610 | $1.66M | 0.08% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 18,700 | $1.66M | 0.00% | −54,317−74.4% | Reduced |
| Acadian Asset Management LLC | 18,811 | $1.67M | 0.01% | +15,828+530.6% | Added |
| Whittier Trust Co of Nevada Inc | 19,358 | $1.72M | 0.06% | −272−1.4% | Reduced |
| Veritable, L.P. | 19,426 | $1.73M | 0.03% | +325+1.7% | Added |
| Steward Partners Investment Advisory, LLC | 20,059 | $1.79M | 0.03% | −35−0.2% | Reduced |
| New Mexico Educational Retirement Board | 20,108 | $1.79M | 0.08% | +800+4.1% | Added |
| CIBC World Markets Inc. | 20,356 | $1.81M | 0.01% | +1,584+8.4% | Added |
| Huntington National Bank | 20,638 | $1.84M | 0.02% | −265−1.3% | Reduced |
| Cetera Advisor Networks LLC | 21,002 | $1.87M | 0.01% | −291−1.4% | Reduced |
| Pinnacle Associates Ltd | 21,087 | $1.88M | 0.03% | +11,726+125.3% | Added |
| Boston Financial Mangement LLC | 21,285 | $1.89M | 0.07% | −123−0.6% | Reduced |
| LGT Group Foundation | 21,325 | $1.90M | 0.05% | −4,029−15.9% | Reduced |
| Tilt Investment Management Holdings, PBC | 21,454 | $1.91M | 1.26% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 21,523 | $1.92M | 0.19% | +13,170+157.7% | Added |
| Desjardins Global Asset Management Inc. | 21,529 | $1.92M | 0.22% | −1,883−8.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 21,641 | $1.93M | 0.16% | −357−1.6% | Reduced |
| Bayesian Capital Management, LP | 21,700 | $1.93M | 0.21% | +6,800+45.6% | Added |
| Savant Capital, LLC | 21,925 | $1.95M | 0.03% | +1,886+9.4% | Added |
| YHB Investment Advisors, Inc. | 22,022 | $1.96M | 0.18% | +769+3.6% | Added |
| J.P. Marvel Investment Advisors, LLC | 22,069 | $1.96M | 0.41% | −140−0.6% | Reduced |
| Cerity Partners LLC | 22,324 | $1.99M | 0.01% | −885−3.8% | Reduced |
| Shell Asset Management Co | 22,673 | $2.02M | 0.08% | −3,607−13.7% | Reduced |
| Everence Capital Management Inc | 25,430 | $2.02M | 0.16% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 23,174 | $2.06M | 0.28% | +21,104+1,019.5% | Added |
| Avantax Advisory Services, Inc. | 24,696 | $2.20M | 0.03% | −710−2.8% | Reduced |
| Liberty Capital Management, Inc. | 24,739 | $2.20M | 0.66% | +120+0.5% | Added |
| Heritage Investors Management Corp | 25,427 | $2.26M | 0.09% | −837−3.2% | Reduced |
| JustInvest LLC | 25,474 | $2.27M | 0.07% | +1,272+5.3% | Added |
| O'Shaughnessy Asset Management, LLC | 25,533 | $2.27M | 0.03% | +1,176+4.8% | Added |
| Louisiana State Employees Retirement System | 25,600 | $2.28M | 0.05% | −1,400−5.2% | Reduced |
| HRT Financial LP | 25,756 | $2.29M | 0.02% | +25,756 | New |
| JB Capital LLC | 26,083 | $2.32M | 0.20% | +1,138+4.6% | Added |
| Silvercrest Asset Management Group LLC | 26,378 | $2.35M | 0.02% | −375−1.4% | Reduced |
| Tufton Capital Management | 26,435 | $2.35M | 0.51% | −2,168−7.6% | Reduced |
| Private Advisor Group, LLC | 26,545 | $2.37M | 0.02% | +855+3.3% | Added |
| Westpac Banking Corp | 26,770 | $2.38M | 0.17% | −48,702−64.5% | Reduced |
| Tiaa, FSB | 26,882 | $2.39M | 0.01% | −116,540−81.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 27,431 | $2.44M | 0.01% | −94,017−77.4% | Reduced |
| Evercore Wealth Management, LLC | 27,664 | $2.46M | 0.05% | −119−0.4% | Reduced |
| Rockland Trust Co | 27,869 | $2.48M | 0.15% | −5,605−16.7% | Reduced |
| Brown Brothers Harriman & Co | 28,022 | $2.49M | 0.02% | −2,123−7.0% | Reduced |
| Canandaigua National Bank & Trust Co | 28,140 | $2.50M | 0.41% | −551−1.9% | Reduced |
| Echo Street Capital Management LLC | 28,155 | $2.51M | 0.02% | +21,756+340.0% | Added |
| Close Asset Management Ltd | 28,927 | $2.58M | 0.12% | +30+0.1% | Added |
| Hartford Investment Management Co | 28,977 | $2.58M | 0.10% | −6,001−17.2% | Reduced |
| Lighthouse Investment Partners, LLC | 29,000 | $2.58M | 0.20% | +29,000 | New |
| Cloverfields Capital Group, LP | 29,387 | $2.62M | 0.84% | +11,302+62.5% | Added |
| Rafferty Asset Management, LLC | 29,896 | $2.66M | 0.02% | +2,816+10.4% | Added |
| AMG National Trust Bank | 30,257 | $2.69M | 0.09% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 30,370 | $2.70M | 0.06% | 00.0% | Unchanged |
| Seascape Capital Management | 30,927 | $2.75M | 1.30% | +204+0.7% | Added |
| M. Kraus & Co | 30,983 | $2.76M | 0.93% | −2,037−6.2% | Reduced |
| D. E. Shaw & Co., Inc. | 31,197 | $2.78M | 0.00% | +2,703+9.5% | Added |
| Shelter Mutual Insurance Co | 31,200 | $2.78M | 0.67% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 31,235 | $2.78M | 0.06% | +4,732+17.9% | Added |
| Cohen Klingenstein LLC | 31,307 | $2.79M | 0.12% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 31,566 | $2.81M | 0.06% | −1,414−4.3% | Reduced |
| AdvisorShares Investments LLC | 31,581 | $2.81M | 0.80% | +7,744+32.5% | Added |
| Sandy Spring Bank | 31,585 | $2.81M | 0.15% | −1,399−4.2% | Reduced |
| Pacer Advisors, Inc. | 31,621 | $2.81M | 0.01% | −2,800−8.1% | Reduced |