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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 31,947 | $2.84M | 0.00% | +17,313+118.3% | Added |
| Tocqueville Asset Management L.P. | 32,184 | $2.86M | 0.05% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 32,345 | $2.88M | 0.02% | +534+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,951 | $2.93M | 0.01% | +747+2.3% | Added |
| Kentucky Retirement Systems | 33,230 | $2.96M | 0.10% | +427+1.3% | Added |
| Ingalls & Snyder LLC | 33,635 | $2.99M | 0.14% | −1,145−3.3% | Reduced |
| Securian Asset Management, Inc | 33,645 | $2.99M | 0.08% | −585−1.7% | Reduced |
| Wealthfront Advisers LLC | 33,763 | $3.01M | 0.01% | −2,380−6.6% | Reduced |
| Elo Mutual Pension Insurance Co | 34,007 | $3.03M | 0.09% | +728+2.2% | Added |
| Mackenzie Financial Corp | 34,204 | $3.03M | 0.00% | −3,105−8.3% | Reduced |
| Baird Financial Group, Inc. | 34,247 | $3.05M | 0.01% | −987−2.8% | Reduced |
| Brown Shipley& Co Ltd | 34,495 | $3.07M | 1.26% | +3,978+13.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,519 | $3.07M | 0.05% | +224+0.7% | Added |
| Wesbanco Bank Inc | 35,134 | $3.13M | 0.13% | −2,329−6.2% | Reduced |
| Norinchukin Bank, The | 36,155 | $3.22M | 0.05% | +9,903+37.7% | Added |
| Swiss Life Asset Management Ltd | 36,516 | $3.25M | 0.05% | −2,438−6.3% | Reduced |
| British Columbia Investment Management Corp | 37,214 | $3.31M | 0.03% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 37,477 | $3.34M | 0.03% | −1,450−3.7% | Reduced |
| SG Americas Securities, LLC | 37,676 | $3.35M | 0.03% | +30,031+392.8% | Added |
| Bank of Nova Scotia | 38,535 | $3.43M | 0.01% | −567,892−93.6% | Reduced |
| Public Sector Pension Investment Board | 39,575 | $3.52M | 0.03% | −6,132−13.4% | Reduced |
| Cacti Asset Management LLC | 39,975 | $3.56M | 0.32% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 40,000 | $3.56M | 0.28% | −30,000−42.9% | Reduced |
| Mercer Global Advisors Inc | 40,774 | $3.63M | 0.01% | +246+0.6% | Added |
| Gulf International Bank (UK) Ltd | 41,814 | $3.72M | 0.09% | −13,082−23.8% | Reduced |
| Farmers & Merchants Investments Inc | 42,598 | $3.79M | 0.14% | −310−0.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 43,179 | $3.84M | 0.41% | +8,783+25.5% | Added |
| Regions Financial Corp | 43,261 | $3.85M | 0.03% | −2,717−5.9% | Reduced |
| Vinva Investment Management Ltd | 43,734 | $3.88M | 0.34% | −22,998−34.5% | Reduced |
| Crossmark Global Holdings, Inc. | 43,233 | $3.89M | 0.08% | −306−0.7% | Reduced |
| TCW Group Inc | 43,771 | $3.90M | 0.04% | +334+0.8% | Added |
| Okabena Investment Services Inc | 43,804 | $3.90M | 2.85% | −10,333−19.1% | Reduced |
| Edgestream Partners, L.P. | 44,470 | $3.96M | 0.36% | +44,470 | New |
| ExodusPoint Capital Management, LP | 45,971 | $4.09M | 0.05% | −218,619−82.6% | Reduced |
| Ossiam | 46,188 | $4.11M | 0.07% | −4,703−9.2% | Reduced |
| Fiduciary Trust Co | 47,023 | $4.19M | 0.07% | −1,590−3.3% | Reduced |
| Cohen Capital Management, Inc. | 47,394 | $4.22M | 0.82% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 48,100 | $4.28M | 0.46% | 00.0% | Unchanged |
| William Allan, LLC | 48,248 | $4.29M | 3.29% | +12,091+33.4% | Added |
| CIBC World Markets Corp | 48,446 | $4.31M | 0.04% | +27,467+130.9% | Added |
| Clifford Swan Investment Counsel LLC | 48,588 | $4.32M | 0.17% | −381−0.8% | Reduced |
| Aureus Asset Management, LLC | 48,595 | $4.33M | 0.32% | −2,797−5.4% | Reduced |
| Captrust Financial Advisors | 48,727 | $4.34M | 0.02% | +1,991+4.3% | Added |
| Czech National Bank | 48,904 | $4.35M | 0.10% | +30+0.1% | Added |
| Chartwell Investment Partners, LLC | 48,989 | $4.36M | 0.16% | +4,859+11.0% | Added |
| Kanawha Capital Management LLC | 49,161 | $4.38M | 0.40% | −285−0.6% | Reduced |
| Erste Asset Management GmbH | 49,463 | $4.38M | 0.08% | +4,054+8.9% | Added |
| Scotia Capital Inc. | 49,375 | $4.39M | 0.03% | −469−0.9% | Reduced |
| Eisler Capital (US) LLC | 49,760 | $4.43M | 2.43% | +49,760 | New |
| Lifeworks Advisors, LLC | 49,994 | $4.45M | 1.90% | +2,339+4.9% | Added |
| Vontobel Holding Ltd. | 50,127 | $4.46M | 0.04% | −854−1.7% | Reduced |
| Graybill Bartz & Assoc Ltd | 53,843 | $4.79M | 2.28% | +966+1.8% | Added |
| BTC Capital Management, Inc. | 54,829 | $4.87M | 0.53% | −1,554−2.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 55,152 | $4.91M | 1.29% | +350+0.6% | Added |
| Ethic Inc. | 55,338 | $4.93M | 0.18% | +3,321+6.4% | Added |
| Foyston, Gordon, & Payne Inc | 55,809 | $4.97M | 1.30% | −758−1.3% | Reduced |
| Sheets Smith Wealth Management | 56,282 | $5.01M | 0.73% | 00.0% | Unchanged |
| Xponance, Inc. | 56,647 | $5.04M | 0.07% | −2,065−3.5% | Reduced |
| Diversified Trust Co | 57,288 | $5.10M | 0.19% | +2,167+3.9% | Added |
| Janney Montgomery Scott LLC | 57,291 | $5.10M | 0.02% | −215−0.4% | Reduced |
| Mariner, LLC | 57,638 | $5.13M | 0.01% | +266+0.5% | Added |
| MML Investors Services, LLC | 59,280 | $5.28M | 0.03% | +14,548+32.5% | Added |
| Mutual of America Capital Management LLC | 59,596 | $5.30M | 0.06% | +79+0.1% | Added |
| Glenmede Trust Co NA | 66,891 | $5.65M | 0.03% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 64,480 | $5.74M | 0.06% | −594−0.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 64,593 | $5.75M | 0.01% | −5,390−7.7% | Reduced |
| Public Employees Retirement Association of Colorado | 65,189 | $5.80M | 0.03% | −790−1.2% | Reduced |
| Citadel Advisors LLC | 66,946 | $5.96M | 0.01% | −2,331,060−97.2% | Reduced |
| Brinker Capital Investments, LLC | 67,365 | $6.00M | 0.06% | −5,016−6.9% | Reduced |
| Orion Portfolio Solutions, LLC | 67,365 | $6.00M | 0.06% | −5,016−6.9% | Reduced |
| ProShare Advisors LLC | 67,857 | $6.04M | 0.02% | +447+0.7% | Added |
| Trexquant Investment LP | 68,938 | $6.14M | 0.16% | +23,691+52.4% | Added |
| Intech Investment Management LLC | 69,839 | $6.22M | 0.06% | −146,863−67.8% | Reduced |
| Peapack Gladstone Financial Corp | 70,778 | $6.30M | 0.11% | −259−0.4% | Reduced |
| Utah Retirement Systems | 70,852 | $6.31M | 0.09% | −3,300−4.5% | Reduced |
| Yousif Capital Management, LLC | 71,624 | $6.38M | 0.08% | +822+1.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 72,079 | $6.42M | 0.05% | +1,748+2.5% | Added |
| Truist Financial Corp | 72,636 | $6.47M | 0.01% | −7,406−9.3% | Reduced |
| Engineers Gate Manager LP | 72,670 | $6.47M | 0.24% | +65,602+928.2% | Added |
| Calamos Advisors LLC | 72,775 | $6.48M | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 72,947 | $6.49M | 0.01% | +6,778+10.2% | Added |
| Delta Asset Management LLC | 72,961 | $6.49M | 0.64% | +2,364+3.3% | Added |
| Achmea Investment Management B.V. | 75,412 | $6.71M | 0.14% | +12,003+18.9% | Added |
| Bradley Foster & Sargent Inc | 75,544 | $6.72M | 0.14% | −3,440−4.4% | Reduced |
| Alberta Investment Management Corp | 75,688 | $6.74M | 0.06% | +48,089+174.2% | Added |
| Keybank National Association | 76,501 | $6.81M | 0.03% | −4,383−5.4% | Reduced |
| Osborne Partners Capital Management, LLC | 76,540 | $6.81M | 0.49% | −1,171−1.5% | Reduced |
| Lincoln Capital LLC | 76,679 | $6.83M | 1.76% | −260.0% | Reduced |
| Oregon Public Employees Retirement Fund | 77,348 | $6.88M | 0.08% | +45,136+140.1% | Added |
| Amica Mutual Insurance Co | 78,482 | $6.99M | 0.79% | −6,825−8.0% | Reduced |
| Longbow Finance SA | 78,598 | $7.00M | 0.81% | −41−0.1% | Reduced |
| Walleye Capital LLC | 79,558 | $7.08M | 0.12% | −19,978−20.1% | Reduced |
| IFM Investors Pty Ltd | 80,066 | $7.13M | 0.09% | +5,721+7.7% | Added |
| EFG Asset Management (Americas) Corp. | 80,682 | $7.18M | 1.66% | −4,016−4.7% | Reduced |
| Efg Capital International Corp. | 80,682 | $7.18M | 1.66% | +80,682 | New |
| Mount Capital Ltd | 81,600 | $7.26M | 2.82% | −19,000−18.9% | Reduced |
| Windward Capital Management Co | 82,300 | $7.33M | 0.66% | −329−0.4% | Reduced |
| Pictet & Cie (Europe) SA | 83,571 | $7.44M | 0.25% | −2,638−3.1% | Reduced |
| First Republic Investment Management, Inc. | 83,690 | $7.45M | 0.04% | −11,081−11.7% | Reduced |
| Evoke Wealth, LLC | 84,451 | $7.52M | 0.26% | −13,318−13.6% | Reduced |