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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 105,914 | $9.43M | 0.07% | −3,218−2.9% | Reduced |
| Commerce Bank | 105,616 | $9.40M | 0.07% | −6,666−5.9% | Reduced |
| Vident Investment Advisory, LLC | 105,356 | $9.38M | 0.32% | +97,636+1,264.7% | Added |
| Tudor Investment Corp Et Al | 101,921 | $9.07M | 0.15% | −25,578−20.1% | Reduced |
| ING Groep NV | 100,338 | $8.93M | 0.07% | −27,160−21.3% | Reduced |
| LPL Financial LLC | 98,614 | $8.78M | 0.01% | +5,557+6.0% | Added |
| Allianz Asset Management GmbH | 98,218 | $8.74M | 0.02% | −122,288−55.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 97,955 | $8.72M | 0.09% | +746+0.8% | Added |
| Caisse de Depot Et Placement du Quebec | 97,749 | $8.70M | 0.02% | +14,594+17.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 97,224 | $8.65M | 0.11% | +59,500+157.7% | Added |
| Schwartz Investment Counsel Inc | 97,000 | $8.63M | 0.36% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 95,472 | $8.50M | 2.46% | +4,750+5.2% | Added |
| Stifel Financial Corp | 93,965 | $8.36M | 0.01% | −6,908−6.8% | Reduced |
| Retirement Systems of Alabama | 93,931 | $8.36M | 0.04% | −28,693−23.4% | Reduced |
| Trium Capital LLP | 92,945 | $8.27M | 2.32% | +16,375+21.4% | Added |
| State of Alaska, Department of Revenue | 91,651 | $8.16M | 0.10% | −5,952−6.1% | Reduced |
| Gateway Investment Advisers LLC | 90,906 | $8.09M | 0.10% | +6,261+7.4% | Added |
| Gotham Asset Management, LLC | 87,918 | $7.83M | 0.17% | +49,029+126.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 86,339 | $7.69M | 0.01% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 86,256 | $7.68M | 0.12% | +37,138+75.6% | Added |
| Texas Permanent School Fund | 85,920 | $7.65M | 0.07% | +151+0.2% | Added |
| First Manhattan Co | 85,360 | $7.60M | 0.03% | −4,361−4.9% | Reduced |
| Evoke Wealth, LLC | 84,451 | $7.52M | 0.26% | −13,318−13.6% | Reduced |
| First Republic Investment Management, Inc. | 83,690 | $7.45M | 0.04% | −11,081−11.7% | Reduced |
| Pictet & Cie (Europe) SA | 83,571 | $7.44M | 0.25% | −2,638−3.1% | Reduced |
| Windward Capital Management Co | 82,300 | $7.33M | 0.66% | −329−0.4% | Reduced |
| Mount Capital Ltd | 81,600 | $7.26M | 2.82% | −19,000−18.9% | Reduced |
| 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 |
| IFM Investors Pty Ltd | 80,066 | $7.13M | 0.09% | +5,721+7.7% | Added |
| Walleye Capital LLC | 79,558 | $7.08M | 0.12% | −19,978−20.1% | Reduced |
| Longbow Finance SA | 78,598 | $7.00M | 0.81% | −41−0.1% | Reduced |
| Amica Mutual Insurance Co | 78,482 | $6.99M | 0.79% | −6,825−8.0% | Reduced |
| Oregon Public Employees Retirement Fund | 77,348 | $6.88M | 0.08% | +45,136+140.1% | Added |
| Lincoln Capital LLC | 76,679 | $6.83M | 1.76% | −260.0% | Reduced |
| Osborne Partners Capital Management, LLC | 76,540 | $6.81M | 0.49% | −1,171−1.5% | Reduced |
| Keybank National Association | 76,501 | $6.81M | 0.03% | −4,383−5.4% | Reduced |
| Alberta Investment Management Corp | 75,688 | $6.74M | 0.06% | +48,089+174.2% | Added |
| Bradley Foster & Sargent Inc | 75,544 | $6.72M | 0.14% | −3,440−4.4% | Reduced |
| Achmea Investment Management B.V. | 75,412 | $6.71M | 0.14% | +12,003+18.9% | Added |
| Delta Asset Management LLC | 72,961 | $6.49M | 0.64% | +2,364+3.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 72,947 | $6.49M | 0.01% | +6,778+10.2% | Added |
| Calamos Advisors LLC | 72,775 | $6.48M | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 72,670 | $6.47M | 0.24% | +65,602+928.2% | Added |
| Truist Financial Corp | 72,636 | $6.47M | 0.01% | −7,406−9.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 72,079 | $6.42M | 0.05% | +1,748+2.5% | Added |
| Yousif Capital Management, LLC | 71,624 | $6.38M | 0.08% | +822+1.2% | Added |
| Utah Retirement Systems | 70,852 | $6.31M | 0.09% | −3,300−4.5% | Reduced |
| Peapack Gladstone Financial Corp | 70,778 | $6.30M | 0.11% | −259−0.4% | Reduced |
| Intech Investment Management LLC | 69,839 | $6.22M | 0.06% | −146,863−67.8% | Reduced |
| Trexquant Investment LP | 68,938 | $6.14M | 0.16% | +23,691+52.4% | Added |
| ProShare Advisors LLC | 67,857 | $6.04M | 0.02% | +447+0.7% | Added |
| 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 |
| Citadel Advisors LLC | 66,946 | $5.96M | 0.01% | −2,331,060−97.2% | Reduced |
| Public Employees Retirement Association of Colorado | 65,189 | $5.80M | 0.03% | −790−1.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 64,593 | $5.75M | 0.01% | −5,390−7.7% | Reduced |
| New York Life Investment Management LLC | 64,480 | $5.74M | 0.06% | −594−0.9% | Reduced |
| Glenmede Trust Co NA | 66,891 | $5.65M | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 59,596 | $5.30M | 0.06% | +79+0.1% | Added |
| MML Investors Services, LLC | 59,280 | $5.28M | 0.03% | +14,548+32.5% | Added |
| Mariner, LLC | 57,638 | $5.13M | 0.01% | +266+0.5% | Added |
| Janney Montgomery Scott LLC | 57,291 | $5.10M | 0.02% | −215−0.4% | Reduced |
| Diversified Trust Co | 57,288 | $5.10M | 0.19% | +2,167+3.9% | Added |
| Xponance, Inc. | 56,647 | $5.04M | 0.07% | −2,065−3.5% | Reduced |
| Sheets Smith Wealth Management | 56,282 | $5.01M | 0.73% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 55,809 | $4.97M | 1.30% | −758−1.3% | Reduced |
| Ethic Inc. | 55,338 | $4.93M | 0.18% | +3,321+6.4% | Added |
| Ipswich Investment Management Co., Inc. | 55,152 | $4.91M | 1.29% | +350+0.6% | Added |
| BTC Capital Management, Inc. | 54,829 | $4.87M | 0.53% | −1,554−2.8% | Reduced |
| Graybill Bartz & Assoc Ltd | 53,843 | $4.79M | 2.28% | +966+1.8% | Added |
| Vontobel Holding Ltd. | 50,127 | $4.46M | 0.04% | −854−1.7% | Reduced |
| Lifeworks Advisors, LLC | 49,994 | $4.45M | 1.90% | +2,339+4.9% | Added |
| Eisler Capital (US) LLC | 49,760 | $4.43M | 2.43% | +49,760 | New |
| Scotia Capital Inc. | 49,375 | $4.39M | 0.03% | −469−0.9% | Reduced |
| Erste Asset Management GmbH | 49,463 | $4.38M | 0.08% | +4,054+8.9% | Added |
| Kanawha Capital Management LLC | 49,161 | $4.38M | 0.40% | −285−0.6% | Reduced |
| Chartwell Investment Partners, LLC | 48,989 | $4.36M | 0.16% | +4,859+11.0% | Added |
| Czech National Bank | 48,904 | $4.35M | 0.10% | +30+0.1% | Added |
| Captrust Financial Advisors | 48,727 | $4.34M | 0.02% | +1,991+4.3% | Added |
| Aureus Asset Management, LLC | 48,595 | $4.33M | 0.32% | −2,797−5.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 48,588 | $4.32M | 0.17% | −381−0.8% | Reduced |
| CIBC World Markets Corp | 48,446 | $4.31M | 0.04% | +27,467+130.9% | Added |
| William Allan, LLC | 48,248 | $4.29M | 3.29% | +12,091+33.4% | Added |
| Wesleyan Assurance Society | 48,100 | $4.28M | 0.46% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 47,394 | $4.22M | 0.82% | 00.0% | Unchanged |
| Fiduciary Trust Co | 47,023 | $4.19M | 0.07% | −1,590−3.3% | Reduced |
| Ossiam | 46,188 | $4.11M | 0.07% | −4,703−9.2% | Reduced |
| ExodusPoint Capital Management, LP | 45,971 | $4.09M | 0.05% | −218,619−82.6% | Reduced |
| Edgestream Partners, L.P. | 44,470 | $3.96M | 0.36% | +44,470 | New |
| Okabena Investment Services Inc | 43,804 | $3.90M | 2.85% | −10,333−19.1% | Reduced |
| TCW Group Inc | 43,771 | $3.90M | 0.04% | +334+0.8% | Added |
| Crossmark Global Holdings, Inc. | 43,233 | $3.89M | 0.08% | −306−0.7% | Reduced |
| Vinva Investment Management Ltd | 43,734 | $3.88M | 0.34% | −22,998−34.5% | Reduced |
| Regions Financial Corp | 43,261 | $3.85M | 0.03% | −2,717−5.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 43,179 | $3.84M | 0.41% | +8,783+25.5% | Added |
| Farmers & Merchants Investments Inc | 42,598 | $3.79M | 0.14% | −310−0.7% | Reduced |
| Gulf International Bank (UK) Ltd | 41,814 | $3.72M | 0.09% | −13,082−23.8% | Reduced |
| Mercer Global Advisors Inc | 40,774 | $3.63M | 0.01% | +246+0.6% | Added |
| Intrinsic Edge Capital Management LLC | 40,000 | $3.56M | 0.28% | −30,000−42.9% | Reduced |