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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 469,717 | $41.8M | 0.09% | +423,732+921.5% | Added |
| Qube Research & Technologies Ltd | 447,984 | $39.9M | 0.15% | +261,599+140.4% | Added |
| New York State Teachers Retirement System | 446,400 | $39.7M | 0.09% | −5,489−1.2% | Reduced |
| HSBC Holdings PLC | 434,134 | $38.7M | 0.04% | −194,544−30.9% | Reduced |
| Alphinity Investment Management Pty Ltd | 426,176 | $37.9M | 0.62% | +123,918+41.0% | Added |
| Impax Asset Management Group plc | 424,180 | $37.8M | 0.15% | +2,580+0.6% | Added |
| Twinbeech Capital LP | 407,582 | $36.3M | 0.72% | +407,582 | New |
| Rathbone Brothers plc | 402,307 | $35.8M | 0.33% | +9,820+2.5% | Added |
| KBC Group NV | 392,709 | $35.0M | 0.14% | +243,754+163.6% | Added |
| Prudential Financial Inc | 379,689 | $33.8M | 0.05% | −14,906−3.8% | Reduced |
| Envestnet Asset Management Inc | 375,242 | $33.4M | 0.01% | +44,696+13.5% | Added |
| Banque Pictet & Cie SA | 358,151 | $31.9M | 0.28% | −59,811−14.3% | Reduced |
| Victory Capital Management Inc | 343,623 | $30.6M | 0.03% | −22,579−6.2% | Reduced |
| Candriam Luxembourg S.C.A. | 331,168 | $29.5M | 0.21% | −89,490−21.3% | Reduced |
| Citigroup Inc | 320,614 | $28.5M | 0.04% | −80,607−20.1% | Reduced |
| Ameriprise Financial Inc | 315,811 | $28.1M | 0.01% | +2,039+0.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 311,302 | $27.7M | 0.06% | +1,859+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 311,298 | $27.7M | 0.04% | +186,079+148.6% | Added |
| Comgest Global Investors S.A.S. | 306,556 | $27.3M | 0.46% | +70,700+30.0% | Added |
| Bahl & Gaynor Inc | 304,408 | $27.1M | 0.16% | +139,428+84.5% | Added |
| Welch & Forbes LLC | 303,676 | $27.0M | 0.43% | −1,824−0.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 300,414 | $26.7M | 0.30% | −61,194−16.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 294,500 | $26.2M | 0.35% | +5,896+2.0% | Added |
| Prio Wealth Limited Partnership | 293,487 | $26.1M | 0.93% | +1150.0% | Added |
| Nordea Investment Management AB | 283,929 | $25.4M | 0.03% | −97,250−25.5% | Reduced |
| National Bank of Canada | 284,155 | $25.2M | 0.05% | −37,383−11.6% | Reduced |
| Bank of Montreal | 280,905 | $25.1M | 0.02% | −2,574−0.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 277,323 | $24.7M | 0.16% | +5,829+2.1% | Added |
| Border to Coast Pensions Partnership Ltd | 260,719 | $23.2M | 0.58% | 00.0% | Unchanged |
| US Bancorp | 257,246 | $22.9M | 0.04% | −12,866−4.8% | Reduced |
| AQR Capital Management LLC | 251,645 | $22.4M | 0.05% | −55,638−18.1% | Reduced |
| Equitable Trust Co | 251,536 | $22.4M | 1.71% | +2,129+0.9% | Added |
| SEI Investments Co | 245,001 | $21.8M | 0.04% | −3,232−1.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 239,082 | $21.3M | 0.08% | −3,293−1.4% | Reduced |
| State of New Jersey Common Pension Fund D | 236,674 | $21.1M | 0.07% | 00.0% | Unchanged |
| Man Group plc | 231,508 | $20.6M | 0.06% | – | – |
| Raymond James & Associates | 228,835 | $20.4M | 0.02% | −3,093−1.3% | Reduced |
| Renaissance Technologies LLC | 221,600 | $19.7M | 0.03% | −391,800−63.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 219,427 | $19.5M | 0.05% | +51,460+30.6% | Added |
| CI Private Wealth, LLC | 217,901 | $19.4M | 0.04% | −5,393−2.4% | Reduced |
| Factory Mutual Insurance Co | 217,300 | $19.3M | 0.29% | −56,500−20.6% | Reduced |
| Toronto Dominion Bank | 214,583 | $19.1M | 0.03% | +15,654+7.9% | Added |
| Davidson Investment Advisors | 204,254 | $18.2M | 1.15% | +223+0.1% | Added |
| Swedbank AB | 197,017 | $17.5M | 0.03% | +5,000+2.6% | Added |
| Mn Services Vermogensbeheer B.V. | 196,800 | $17.5M | 0.16% | −12,500−6.0% | Reduced |
| Public Employees Retirement System of Ohio | 195,823 | $17.4M | 0.07% | −18,759−8.7% | Reduced |
| Clean Energy Transition LLP | 181,733 | $16.2M | 2.21% | +181,733 | New |
| Franklin Resources Inc | 180,924 | $16.1M | 0.01% | +29,776+19.7% | Added |
| Treasurer of the State of North Carolina | 180,751 | $16.1M | 0.08% | −4,306−2.3% | Reduced |
| Squarepoint Ops LLC | 176,180 | $15.7M | 0.09% | −18,049−9.3% | Reduced |
| Canada Pension Plan Investment Board | 169,680 | $15.1M | 0.02% | −6,400−3.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 169,468 | $15.1M | 0.56% | −2,249−1.3% | Reduced |
| Royal London Asset Management Ltd | 167,459 | $14.9M | 0.05% | +8,779+5.5% | Added |
| Storebrand Asset Management AS | 164,887 | $14.7M | 0.07% | +4,252+2.6% | Added |
| PGGM Investments | 164,522 | $14.6M | 0.24% | +30,001+22.3% | Added |
| Copeland Capital Management, LLC | 163,690 | $14.6M | 0.30% | +60,007+57.9% | Added |
| M&T Bank Corp | 162,675 | $14.5M | 0.05% | −8,259−4.8% | Reduced |
| Asset Management One Co.,Ltd. | 162,448 | $14.5M | 0.06% | −5,814−3.5% | Reduced |
| APG Asset Management N.V. | 176,384 | $14.4M | 0.03% | −3,075−1.7% | Reduced |
| AXA S.A. | 155,911 | $13.9M | 0.05% | −1,876−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 154,043 | $13.7M | 0.03% | −2,655−1.7% | Reduced |
| Andra AP-fonden | 151,734 | $13.5M | 0.34% | −56,500−27.1% | Reduced |
| Illinois Municipal Retirement Fund | 150,684 | $13.4M | 0.27% | −53,849−26.3% | Reduced |
| Creative Planning | 149,735 | $13.3M | 0.02% | +289+0.2% | Added |
| TD Asset Management Inc | 149,233 | $13.3M | 0.02% | −3,179−2.1% | Reduced |
| Worldquant Millennium Advisors LLC | 148,790 | $13.2M | 0.22% | +148,790 | New |
| Natixis Advisors, L.P. | 147,236 | $13.1M | 0.04% | +303+0.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 146,845 | $13.1M | 0.89% | +25,520+21.0% | Added |
| Korea Investment CORP | 145,624 | $13.0M | 0.04% | −54,854−27.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 143,365 | $12.8M | 1.87% | +2,511+1.8% | Added |
| Nomura Asset Management Co Ltd | 143,217 | $12.7M | 0.06% | +36,801+34.6% | Added |
| Greenwood Gearhart Inc | 140,076 | $12.5M | 1.45% | +4,716+3.5% | Added |
| Teacher Retirement System of Texas | 138,521 | $12.3M | 0.08% | −61,693−30.8% | Reduced |
| Handelsbanken Fonder AB | 138,378 | $12.3M | 0.07% | +3,007+2.2% | Added |
| Susquehanna International Group, LLP | 138,287 | $12.3M | 0.02% | −68,381−33.1% | Reduced |
| MAI Capital Management | 134,304 | $12.0M | 0.18% | −70,588−34.5% | Reduced |
| Nisa Investment Advisors, LLC | 133,616 | $11.9M | 0.09% | +4,379+3.4% | Added |
| United Capital Financial Advisers, LLC | 132,115 | $11.8M | 0.06% | −5,495−4.0% | Reduced |
| Standard Life Aberdeen plc | 131,292 | $11.7M | 0.03% | −2,857−2.1% | Reduced |
| DekaBank Deutsche Girozentrale | 127,686 | $11.3M | 0.03% | −16,888−11.7% | Reduced |
| State of Tennessee, Treasury Department | 126,471 | $11.3M | 0.05% | 00.0% | Unchanged |
| DnB Asset Management AS | 124,464 | $11.1M | 0.06% | +5,933+5.0% | Added |
| Prospector Partners LLC | 121,065 | $10.8M | 1.50% | +650+0.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 120,529 | $10.7M | 0.14% | −2,340−1.9% | Reduced |
| Janus Henderson Group PLC | 118,379 | $10.5M | 0.01% | +8,214+7.5% | Added |
| Arizona State Retirement System | 118,124 | $10.5M | 0.09% | +4,378+3.8% | Added |
| Amalgamated Bank | 117,346 | $10.4M | 0.08% | +4,557+4.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $10.2M | 0.12% | 00.0% | Unchanged |
| Banco Santander, S.A. | 113,896 | $10.1M | 0.13% | +108,777+2,125.0% | Added |
| State of Michigan Retirement System | 113,607 | $10.1M | 0.06% | −300−0.3% | Reduced |
| CIBC Asset Management Inc | 112,960 | $10.1M | 0.04% | −906−0.8% | Reduced |
| Anchor Capital Advisors LLC | 112,510 | $10.0M | 0.26% | −6,103−5.1% | Reduced |
| American International Group, Inc. | 112,152 | $9.98M | 0.06% | −3,867−3.3% | Reduced |
| Meyer Handelman Co | 111,112 | $9.89M | 0.40% | +1,660+1.5% | Added |
| Cullen/Frost Bankers, Inc. | 110,258 | $9.81M | 0.17% | −418−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 110,053 | $9.80M | 0.02% | −2,330−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 109,844 | $9.78M | 0.04% | −23,495−17.6% | Reduced |
| Connecticut Wealth Management, LLC | 107,183 | $9.54M | 0.66% | −276−0.3% | Reduced |
| USS Investment Management Ltd | 106,239 | $9.46M | 0.11% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 106,200 | $9.45M | 0.10% | +33,900+46.9% | Added |