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, Q3 2023
Institutional positions in Otis Worldwide Corp as of Sep 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
- 1,099
- −8 vs. Q2 2023
- Shares held
- 357.0M
- −7.70K (0.0%) vs. Q2 2023
- Total value
- $28.7B
- −$3.07B (−9.7%) vs. Q2 2023
- New holders
- 84
- 352 more added
- Sold out
- 92
- 405 more reduced
17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 39,859,425 | $3.20B | 0.08% | −322,619−0.8% | Reduced |
| BlackRock Inc. | 35,727,844 | $2.87B | 0.08% | +476,120+1.4% | Added |
| Alliancebernstein L.P. | 17,894,603 | $1.44B | 0.61% | +5,654,931+46.2% | Added |
| State Street Corp | 15,668,833 | $1.26B | 0.07% | −374,432−2.3% | Reduced |
| Morgan Stanley | 12,912,654 | $1.04B | 0.11% | −195,005−1.5% | Reduced |
| Geode Capital Management, LLC | 10,365,932 | $832.3M | 0.10% | +231,874+2.3% | Added |
| Capital Research Global Investors | 9,400,995 | $755.0M | 0.21% | +419,050+4.7% | Added |
| Fiera Capital Corp | 8,079,521 | $648.9M | 2.08% | −666,154−7.6% | Reduced |
| Massachusetts Financial Services Co | 7,716,642 | $619.7M | 0.22% | −256,471−3.2% | Reduced |
| JPMorgan Chase & Co | 7,540,422 | $605.6M | 0.07% | +2,442,203+47.9% | Added |
| Norges Bank | 6,457,015 | $518.6M | 0.11% | +422,064+7.0% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 6,450,913 | $518.1M | 2.35% | −4,498−0.1% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 5,517,641 | $443.1M | 11.00% | −254,219−4.4% | Reduced |
| Dodge & Cox | 5,104,597 | $410.0M | 0.28% | −68,425−1.3% | Reduced |
| Northern Trust Corp | 4,661,849 | $374.4M | 0.07% | +135,048+3.0% | Added |
| Boston Partners | 4,640,068 | $372.2M | 0.52% | −45,791−1.0% | Reduced |
| Invesco Ltd. | 4,483,532 | $360.1M | 0.10% | −2,144,017−32.4% | Reduced |
| Bank of New York Mellon Corp | 3,771,408 | $302.9M | 0.07% | −344,021−8.4% | Reduced |
| FMR LLC | 3,711,851 | $298.1M | 0.03% | −99,609−2.6% | Reduced |
| Bank of America Corp | 3,640,086 | $292.3M | 0.04% | −619,664−14.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,448,272 | $276.9M | 1.31% | +59,211+1.7% | Added |
| CIBC Private Wealth Group, LLC | 3,379,976 | $271.4M | 0.64% | −75,410−2.2% | Reduced |
| Wellington Management Group LLP | 3,377,261 | $271.2M | 0.05% | −327,922−8.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,309,855 | $265.8M | 0.54% | +120,853+3.8% | Added |
| Price T Rowe Associates Inc | 3,232,711 | $259.6M | 0.04% | −299,176−8.5% | Reduced |
| Legal & General Group Plc | 3,026,494 | $243.1M | 0.08% | −93,445−3.0% | Reduced |
| Sarasin & Partners LLP | 2,946,788 | $236.7M | 2.96% | +94,340+3.3% | Added |
| StonePine Asset Management Inc. | 2,844,325 | $228.4M | 3.29% | +2,134,289+300.6% | Added |
| Dimensional Fund Advisors LP | 2,768,693 | $222.4M | 0.07% | +20,290+0.7% | Added |
| UBS Asset Management Americas Inc | 2,618,873 | $210.3M | 0.09% | +175,535+7.2% | Added |
| Los Angeles Capital Management LLC | 2,484,992 | $199.6M | 0.85% | −4,066−0.2% | Reduced |
| Lazard Asset Management LLC | 2,422,103 | $194.5M | 0.26% | −518,927−17.6% | Reduced |
| Omers Administration Corp | 2,324,016 | $186.6M | 2.81% | +146,968+6.8% | Added |
| Parnassus Investments | 2,316,927 | $186.1M | 0.46% | 00.0% | Unchanged |
| Menora Mivtachim Holdings Ltd. | 2,240,336 | $179.9M | 1.63% | +33,560+1.5% | Added |
| Ako Capital LLP | 2,207,420 | $177.3M | 2.89% | −377,483−14.6% | Reduced |
| Charles Schwab Investment Management Inc | 2,132,543 | $171.3M | 0.05% | +16,560+0.8% | Added |
| Credit Suisse AG | 2,130,928 | $171.1M | 0.18% | −155,717−6.8% | Reduced |
| London Co of Virginia | 2,119,368 | $170.2M | 1.02% | +22,917+1.1% | Added |
| State of Wisconsin Investment Board | 2,010,022 | $161.4M | 0.50% | −2,093−0.1% | Reduced |
| Putnam Investments LLC | 2,006,130 | $161.1M | 0.24% | +44,096+2.2% | Added |
| Goldman Sachs Group Inc | 1,999,815 | $160.6M | 0.04% | +87,428+4.6% | Added |
| Schroder Investment Management Group | 1,914,074 | $153.7M | 0.23% | −7,969−0.4% | Reduced |
| Guinness Asset Management LTD | 1,786,426 | $143.5M | 3.30% | +48,370+2.8% | Added |
| Primecap Management Co | 1,699,041 | $136.4M | 0.12% | −3000.0% | Reduced |
| Fundsmith Investment Services Ltd. | 1,684,108 | $135.3M | 2.11% | +7590.0% | Added |
| Jacobs Levy Equity Management, Inc | 1,555,300 | $124.9M | 0.74% | +794,626+104.5% | Added |
| Pictet Asset Management Holding SA | 1,520,702 | $122.1M | 0.15% | +1,520,702 | New |
| USS Investment Management Ltd | 1,412,183 | $113.4M | 1.24% | +1,305,944+1,229.3% | Added |
| Deutsche Bank AG | 1,404,975 | $112.8M | 0.07% | +40,685+3.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,404,442 | $112.8M | 0.14% | −6,117−0.4% | Reduced |
| Clearbridge Investments, LLC | 1,388,783 | $111.5M | 0.11% | −74,984−5.1% | Reduced |
| Nuveen Asset Management, LLC | 1,370,815 | $110.1M | 0.04% | −23,683−1.7% | Reduced |
| Swiss National Bank | 1,329,443 | $106.8M | 0.08% | −163,000−10.9% | Reduced |
| Russell Investments Group, Ltd. | 1,288,999 | $103.5M | 0.21% | +57,873+4.7% | Added |
| Gates Capital Management, Inc. | 1,265,837 | $101.7M | 3.29% | −471,785−27.2% | Reduced |
| Jennison Associates LLC | 1,219,180 | $97.9M | 0.08% | +214,487+21.3% | Added |
| Royal Bank of Canada | 1,207,127 | $96.9M | 0.03% | −1,193,038−49.7% | Reduced |
| Fisher Asset Management, LLC | 1,102,834 | $88.6M | 0.05% | −63,519−5.4% | Reduced |
| Amundi | 1,095,502 | $87.6M | 0.04% | +231,455+26.8% | Added |
| Manufacturers Life Insurance Company, The | 1,086,764 | $87.3M | 0.05% | −29,680−2.7% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,051,789 | $83.1M | 2.64% | −56,098−5.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,019,036 | $81.8M | 0.07% | −26,645−2.5% | Reduced |
| National Pension Service | 1,020,305 | $80.9M | 0.13% | +47,829+4.9% | Added |
| Qube Research & Technologies Ltd | 981,574 | $78.8M | 0.23% | +533,590+119.1% | Added |
| Macquarie Group Ltd | 973,261 | $78.1M | 0.10% | +90,463+10.2% | Added |
| Barclays PLC | 957,288 | $76.9M | 0.05% | +431,542+82.1% | Added |
| Fayez Sarofim & Co | 945,856 | $76.0M | 0.26% | +97,352+11.5% | Added |
| Neuberger Berman Group LLC | 907,465 | $72.9M | 0.07% | −76,634−7.8% | Reduced |
| HM Payson & Co | 858,697 | $69.0M | 1.62% | +258,613+43.1% | Added |
| HighTower Advisors, LLC | 848,646 | $68.1M | 0.13% | +10,105+1.2% | Added |
| Rhumbline Advisers | 833,480 | $66.9M | 0.08% | −10,803−1.3% | Reduced |
| Aviva PLC | 807,865 | $64.9M | 0.27% | −54,341−6.3% | Reduced |
| California Public Employees Retirement System | 791,113 | $63.5M | 0.05% | +38,288+5.1% | Added |
| American Century Companies Inc | 778,698 | $62.5M | 0.05% | −47,057−5.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 774,386 | $62.2M | 0.14% | +304,669+64.9% | Added |
| Voya Investment Management LLC | 726,921 | $58.3M | 0.06% | +160,534+28.3% | Added |
| Pinebridge Investments, L.P. | 716,332 | $57.5M | 0.64% | +186,699+35.3% | Added |
| UBS Group AG | 698,055 | $56.1M | 0.03% | +30,301+4.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 660,592 | $53.1M | 0.16% | +50,719+8.3% | Added |
| Railway Pension Investments Ltd | 652,800 | $52.4M | 0.57% | 00.0% | Unchanged |
| California State Teachers Retirement System | 642,298 | $51.6M | 0.08% | −30,799−4.6% | Reduced |
| Millennium Management LLC | 629,733 | $50.6M | 0.05% | −360,051−36.4% | Reduced |
| Wells Fargo & Company | 621,878 | $49.9M | 0.02% | −121,566−16.4% | Reduced |
| Great West Life Assurance Co | 580,423 | $46.6M | 0.11% | +1,538+0.3% | Added |
| Artisan Partners Limited Partnership | 574,727 | $46.2M | 0.08% | −19,031−3.2% | Reduced |
| HSBC Holdings PLC | 558,705 | $44.8M | 0.05% | +124,571+28.7% | Added |
| Pensioenfonds Rail & Ov | 498,185 | $40.0M | 2.51% | −452,449−47.6% | Reduced |
| The PNC Financial Services Group, Inc. | 493,359 | $39.6M | 0.03% | −18,525−3.6% | Reduced |
| Ensign Peak Advisors, Inc | 492,490 | $39.6M | 0.08% | −18,748−3.7% | Reduced |
| Envestnet Asset Management Inc | 483,820 | $38.9M | 0.02% | +108,578+28.9% | Added |
| State Board of Administration of Florida Retirement System | 478,981 | $38.5M | 0.09% | −1,980−0.4% | Reduced |
| Principal Financial Group Inc | 477,915 | $38.4M | 0.03% | −15,733−3.2% | Reduced |
| Voloridge Investment Management, LLC | 465,240 | $37.4M | 0.18% | +462,810+19,045.7% | Added |
| Citigroup Inc | 451,572 | $36.3M | 0.05% | +130,958+40.8% | Added |
| New York State Common Retirement Fund | 450,136 | $36.2M | 0.05% | −63,433−12.4% | Reduced |
| Squarepoint Ops LLC | 438,082 | $35.2M | 0.17% | +261,902+148.7% | Added |
| New York State Teachers Retirement System | 424,951 | $34.1M | 0.08% | −21,449−4.8% | Reduced |
| Comgest Global Investors S.A.S. | 411,941 | $33.1M | 0.57% | +105,385+34.4% | Added |
| Rathbone Brothers plc | 411,516 | $33.0M | 0.24% | +9,209+2.3% | Added |