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 |
|---|---|---|---|---|---|
| Cacti Asset Management LLC | 39,975 | $3.56M | 0.32% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 39,575 | $3.52M | 0.03% | −6,132−13.4% | Reduced |
| Bank of Nova Scotia | 38,535 | $3.43M | 0.01% | −567,892−93.6% | Reduced |
| SG Americas Securities, LLC | 37,676 | $3.35M | 0.03% | +30,031+392.8% | Added |
| Teachers Retirement System of the State of Kentucky | 37,477 | $3.34M | 0.03% | −1,450−3.7% | Reduced |
| British Columbia Investment Management Corp | 37,214 | $3.31M | 0.03% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 36,516 | $3.25M | 0.05% | −2,438−6.3% | Reduced |
| Norinchukin Bank, The | 36,155 | $3.22M | 0.05% | +9,903+37.7% | Added |
| Wesbanco Bank Inc | 35,134 | $3.13M | 0.13% | −2,329−6.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,519 | $3.07M | 0.05% | +224+0.7% | Added |
| Brown Shipley& Co Ltd | 34,495 | $3.07M | 1.26% | +3,978+13.0% | Added |
| Baird Financial Group, Inc. | 34,247 | $3.05M | 0.01% | −987−2.8% | Reduced |
| Mackenzie Financial Corp | 34,204 | $3.03M | 0.00% | −3,105−8.3% | Reduced |
| Elo Mutual Pension Insurance Co | 34,007 | $3.03M | 0.09% | +728+2.2% | Added |
| Wealthfront Advisers LLC | 33,763 | $3.01M | 0.01% | −2,380−6.6% | Reduced |
| Securian Asset Management, Inc | 33,645 | $2.99M | 0.08% | −585−1.7% | Reduced |
| Ingalls & Snyder LLC | 33,635 | $2.99M | 0.14% | −1,145−3.3% | Reduced |
| Kentucky Retirement Systems | 33,230 | $2.96M | 0.10% | +427+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,951 | $2.93M | 0.01% | +747+2.3% | Added |
| Daiwa Securities Group Inc. | 32,345 | $2.88M | 0.02% | +534+1.7% | Added |
| Tocqueville Asset Management L.P. | 32,184 | $2.86M | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 31,947 | $2.84M | 0.00% | +17,313+118.3% | Added |
| Pacer Advisors, Inc. | 31,621 | $2.81M | 0.01% | −2,800−8.1% | Reduced |
| Sandy Spring Bank | 31,585 | $2.81M | 0.15% | −1,399−4.2% | Reduced |
| AdvisorShares Investments LLC | 31,581 | $2.81M | 0.80% | +7,744+32.5% | Added |
| Maryland State Retirement & Pension System | 31,566 | $2.81M | 0.06% | −1,414−4.3% | Reduced |
| Cohen Klingenstein LLC | 31,307 | $2.79M | 0.12% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 31,235 | $2.78M | 0.06% | +4,732+17.9% | Added |
| Shelter Mutual Insurance Co | 31,200 | $2.78M | 0.67% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 31,197 | $2.78M | 0.00% | +2,703+9.5% | Added |
| M. Kraus & Co | 30,983 | $2.76M | 0.93% | −2,037−6.2% | Reduced |
| Seascape Capital Management | 30,927 | $2.75M | 1.30% | +204+0.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 30,370 | $2.70M | 0.06% | 00.0% | Unchanged |
| AMG National Trust Bank | 30,257 | $2.69M | 0.09% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 29,896 | $2.66M | 0.02% | +2,816+10.4% | Added |
| Cloverfields Capital Group, LP | 29,387 | $2.62M | 0.84% | +11,302+62.5% | Added |
| Lighthouse Investment Partners, LLC | 29,000 | $2.58M | 0.20% | +29,000 | New |
| Hartford Investment Management Co | 28,977 | $2.58M | 0.10% | −6,001−17.2% | Reduced |
| Close Asset Management Ltd | 28,927 | $2.58M | 0.12% | +30+0.1% | Added |
| Echo Street Capital Management LLC | 28,155 | $2.51M | 0.02% | +21,756+340.0% | Added |
| Canandaigua National Bank & Trust Co | 28,140 | $2.50M | 0.41% | −551−1.9% | Reduced |
| Brown Brothers Harriman & Co | 28,022 | $2.49M | 0.02% | −2,123−7.0% | Reduced |
| Rockland Trust Co | 27,869 | $2.48M | 0.15% | −5,605−16.7% | Reduced |
| Evercore Wealth Management, LLC | 27,664 | $2.46M | 0.05% | −119−0.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 27,431 | $2.44M | 0.01% | −94,017−77.4% | Reduced |
| Tiaa, FSB | 26,882 | $2.39M | 0.01% | −116,540−81.3% | Reduced |
| Westpac Banking Corp | 26,770 | $2.38M | 0.17% | −48,702−64.5% | Reduced |
| Private Advisor Group, LLC | 26,545 | $2.37M | 0.02% | +855+3.3% | Added |
| Tufton Capital Management | 26,435 | $2.35M | 0.51% | −2,168−7.6% | Reduced |
| Silvercrest Asset Management Group LLC | 26,378 | $2.35M | 0.02% | −375−1.4% | Reduced |
| JB Capital LLC | 26,083 | $2.32M | 0.20% | +1,138+4.6% | Added |
| HRT Financial LP | 25,756 | $2.29M | 0.02% | +25,756 | New |
| Louisiana State Employees Retirement System | 25,600 | $2.28M | 0.05% | −1,400−5.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 25,533 | $2.27M | 0.03% | +1,176+4.8% | Added |
| JustInvest LLC | 25,474 | $2.27M | 0.07% | +1,272+5.3% | Added |
| Heritage Investors Management Corp | 25,427 | $2.26M | 0.09% | −837−3.2% | Reduced |
| Liberty Capital Management, Inc. | 24,739 | $2.20M | 0.66% | +120+0.5% | Added |
| Avantax Advisory Services, Inc. | 24,696 | $2.20M | 0.03% | −710−2.8% | Reduced |
| Manchester Capital Management LLC | 23,174 | $2.06M | 0.28% | +21,104+1,019.5% | Added |
| Everence Capital Management Inc | 25,430 | $2.02M | 0.16% | 00.0% | Unchanged |
| Shell Asset Management Co | 22,673 | $2.02M | 0.08% | −3,607−13.7% | Reduced |
| Cerity Partners LLC | 22,324 | $1.99M | 0.01% | −885−3.8% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 22,069 | $1.96M | 0.41% | −140−0.6% | Reduced |
| YHB Investment Advisors, Inc. | 22,022 | $1.96M | 0.18% | +769+3.6% | Added |
| Savant Capital, LLC | 21,925 | $1.95M | 0.03% | +1,886+9.4% | Added |
| Bayesian Capital Management, LP | 21,700 | $1.93M | 0.21% | +6,800+45.6% | Added |
| Moody Lynn & Lieberson, LLC | 21,641 | $1.93M | 0.16% | −357−1.6% | Reduced |
| Desjardins Global Asset Management Inc. | 21,529 | $1.92M | 0.22% | −1,883−8.0% | Reduced |
| Atlantic Union Bankshares Corp | 21,523 | $1.92M | 0.19% | +13,170+157.7% | Added |
| Tilt Investment Management Holdings, PBC | 21,454 | $1.91M | 1.26% | 00.0% | Unchanged |
| LGT Group Foundation | 21,325 | $1.90M | 0.05% | −4,029−15.9% | Reduced |
| Boston Financial Mangement LLC | 21,285 | $1.89M | 0.07% | −123−0.6% | Reduced |
| Pinnacle Associates Ltd | 21,087 | $1.88M | 0.03% | +11,726+125.3% | Added |
| Cetera Advisor Networks LLC | 21,002 | $1.87M | 0.01% | −291−1.4% | Reduced |
| Huntington National Bank | 20,638 | $1.84M | 0.02% | −265−1.3% | Reduced |
| CIBC World Markets Inc. | 20,356 | $1.81M | 0.01% | +1,584+8.4% | Added |
| New Mexico Educational Retirement Board | 20,108 | $1.79M | 0.08% | +800+4.1% | Added |
| Steward Partners Investment Advisory, LLC | 20,059 | $1.79M | 0.03% | −35−0.2% | Reduced |
| Veritable, L.P. | 19,426 | $1.73M | 0.03% | +325+1.7% | Added |
| Whittier Trust Co of Nevada Inc | 19,358 | $1.72M | 0.06% | −272−1.4% | Reduced |
| Acadian Asset Management LLC | 18,811 | $1.67M | 0.01% | +15,828+530.6% | Added |
| Two Sigma Investments, LP | 18,700 | $1.66M | 0.00% | −54,317−74.4% | Reduced |
| Systematic Alpha Investments, LLC | 18,610 | $1.66M | 0.08% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 18,010 | $1.60M | 0.08% | −546−2.9% | Reduced |
| E. Ohman J:or Asset Management AB | 18,000 | $1.60M | 0.06% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 17,867 | $1.59M | 0.01% | +10,898+156.4% | Added |
| Toroso Investments, LLC | 17,729 | $1.58M | 0.05% | +8,076+83.7% | Added |
| Dearborn Partners LLC | 17,708 | $1.58M | 0.06% | 00.0% | Unchanged |
| Zacks Investment Management | 17,678 | $1.57M | 0.02% | +17,678 | New |
| Thrivent Financial for Lutherans | 17,594 | $1.57M | 0.00% | −215−1.2% | Reduced |
| Holocene Advisors, LP | 17,305 | $1.54M | 0.01% | +17,305 | New |
| Essex Financial Services, Inc. | 17,296 | $1.54M | 0.18% | +1,918+12.5% | Added |
| Selway Asset Management | 17,205 | $1.53M | 0.67% | +260+1.5% | Added |
| Fifth Third Bancorp | 17,112 | $1.52M | 0.01% | +183+1.1% | Added |
| Trust Co of Vermont | 17,091 | $1.52M | 0.10% | −234−1.4% | Reduced |
| Kestra Advisory Services, LLC | 17,046 | $1.52M | 0.02% | +417+2.5% | Added |
| Rockefeller Capital Management L.P. | 19,638 | $1.51M | 0.01% | −10,722−35.3% | Reduced |
| Alps Advisors Inc | 16,934 | $1.51M | 0.01% | −461−2.7% | Reduced |
| Pearl River Capital, LLC | 16,852 | $1.50M | 0.24% | +10,394+160.9% | Added |
| Campbell & CO Investment Adviser LLC | 16,763 | $1.49M | 0.27% | +16,763 | New |