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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 108,219 | $8.69M | 0.02% | +103,473+2,180.2% | Added |
| American International Group, Inc. | 109,183 | $8.77M | 0.06% | −2,969−2.6% | Reduced |
| Anchor Capital Advisors LLC | 109,536 | $8.80M | 0.25% | −2,974−2.6% | Reduced |
| Meyer Handelman Co | 111,142 | $8.93M | 0.36% | +300.0% | Added |
| Amalgamated Bank | 111,268 | $8.94M | 0.08% | −6,078−5.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 111,433 | $8.95M | 0.04% | +1,589+1.4% | Added |
| CIBC Asset Management Inc | 111,650 | $8.97M | 0.04% | −1,310−1.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 112,643 | $9.05M | 0.16% | +2,385+2.2% | Added |
| State of Michigan Retirement System | 112,907 | $9.07M | 0.06% | −700−0.6% | Reduced |
| Comerica Bank | 113,665 | $9.13M | 0.05% | +113,665 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $9.21M | 0.11% | 00.0% | Unchanged |
| Arizona State Retirement System | 116,983 | $9.39M | 0.08% | −1,141−1.0% | Reduced |
| LPL Financial LLC | 117,092 | $9.40M | 0.01% | +18,478+18.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 119,131 | $9.57M | 0.13% | −1,398−1.2% | Reduced |
| DnB Asset Management AS | 119,668 | $9.61M | 0.06% | −4,796−3.9% | Reduced |
| United Capital Financial Advisers, LLC | 119,781 | $9.62M | 0.06% | −12,334−9.3% | Reduced |
| DekaBank Deutsche Girozentrale | 121,797 | $9.74M | 0.02% | −5,889−4.6% | Reduced |
| Prospector Partners LLC | 121,415 | $9.75M | 1.36% | +350+0.3% | Added |
| State of Tennessee, Treasury Department | 125,360 | $10.1M | 0.04% | −1,111−0.9% | Reduced |
| Standard Life Aberdeen plc | 125,478 | $10.1M | 0.03% | −5,814−4.4% | Reduced |
| Nisa Investment Advisors, LLC | 125,784 | $10.1M | 0.08% | −7,832−5.9% | Reduced |
| MAI Capital Management | 128,177 | $10.3M | 0.15% | −6,127−4.6% | Reduced |
| Gotham Asset Management, LLC | 129,460 | $10.4M | 0.22% | +41,542+47.3% | Added |
| Handelsbanken Fonder AB | 133,608 | $10.7M | 0.06% | −4,770−3.4% | Reduced |
| Jane Street Group, LLC | 133,740 | $10.7M | 0.02% | +101,793+318.6% | Added |
| Teacher Retirement System of Texas | 138,967 | $11.2M | 0.07% | +446+0.3% | Added |
| Advisor Group Holdings, Inc. | 138,946 | $11.2M | 0.02% | +28,893+26.3% | Added |
| Natixis Advisors, L.P. | 142,546 | $11.4M | 0.04% | −4,690−3.2% | Reduced |
| Nomura Asset Management Co Ltd | 143,451 | $11.5M | 0.05% | +234+0.2% | Added |
| Creative Planning | 143,510 | $11.5M | 0.02% | −6,225−4.2% | Reduced |
| Greenwood Gearhart Inc | 143,868 | $11.6M | 1.37% | +3,792+2.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 146,092 | $11.7M | 1.79% | +2,727+1.9% | Added |
| TD Asset Management Inc | 146,592 | $11.8M | 0.01% | −2,641−1.8% | Reduced |
| Commonwealth Equity Services, LLC | 154,776 | $12.4M | 0.03% | +733+0.5% | Added |
| Susquehanna International Group, LLP | 154,850 | $12.4M | 0.02% | +16,563+12.0% | Added |
| Storebrand Asset Management AS | 157,516 | $12.7M | 0.06% | −7,371−4.5% | Reduced |
| Banco Santander, S.A. | 157,545 | $12.7M | 0.18% | +43,649+38.3% | Added |
| M&T Bank Corp | 157,590 | $12.7M | 0.05% | −5,085−3.1% | Reduced |
| Andra AP-fonden | 159,434 | $12.8M | 0.75% | +7,700+5.1% | Added |
| Copeland Capital Management, LLC | 159,688 | $12.8M | 0.28% | −4,002−2.4% | Reduced |
| Worldquant Millennium Advisors LLC | 163,209 | $13.1M | 0.20% | +14,419+9.7% | Added |
| Asset Management One Co.,Ltd. | 164,066 | $13.2M | 0.06% | +1,618+1.0% | Added |
| APG Asset Management N.V. | 168,564 | $13.5M | 0.03% | −7,820−4.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 171,534 | $13.8M | 0.53% | +2,066+1.2% | Added |
| PGGM Investments | 171,667 | $13.8M | 0.24% | +7,145+4.3% | Added |
| AXA S.A. | 174,995 | $14.1M | 0.05% | +19,084+12.2% | Added |
| Public Employees Retirement System of Ohio | 176,311 | $14.2M | 0.06% | −19,512−10.0% | Reduced |
| Royal London Asset Management Ltd | 177,986 | $14.3M | 0.05% | +10,527+6.3% | Added |
| Treasurer of the State of North Carolina | 181,671 | $14.6M | 0.08% | +920+0.5% | Added |
| Franklin Resources Inc | 181,859 | $14.6M | 0.01% | +935+0.5% | Added |
| Illinois Municipal Retirement Fund | 185,300 | $14.9M | 0.28% | +34,616+23.0% | Added |
| Mn Services Vermogensbeheer B.V. | 200,100 | $16.1M | 0.15% | +3,300+1.7% | Added |
| Nippon Life Global Investors Americas, Inc. | 206,125 | $16.6M | 1.02% | +59,280+40.4% | Added |
| Davidson Investment Advisors | 207,804 | $16.7M | 1.06% | +3,550+1.7% | Added |
| Toronto Dominion Bank | 208,363 | $16.7M | 0.03% | −6,220−2.9% | Reduced |
| Two Sigma Investments, LP | 211,238 | $17.0M | 0.05% | +192,538+1,029.6% | Added |
| Swedbank AB | 211,917 | $17.0M | 0.03% | +14,900+7.6% | Added |
| Factory Mutual Insurance Co | 217,300 | $17.5M | 0.24% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 219,746 | $17.6M | 0.04% | +1,845+0.8% | Added |
| Raymond James & Associates | 220,799 | $17.7M | 0.01% | −8,036−3.5% | Reduced |
| AQR Capital Management LLC | 221,755 | $17.8M | 0.04% | −29,890−11.9% | Reduced |
| State of New Jersey Common Pension Fund D | 224,560 | $18.0M | 0.06% | −12,114−5.1% | Reduced |
| Canada Pension Plan Investment Board | 226,680 | $18.2M | 0.03% | +57,000+33.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 232,819 | $18.7M | 0.07% | −6,263−2.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 233,177 | $18.7M | 1.25% | +228,497+4,882.4% | Added |
| US Bancorp | 232,119 | $18.7M | 0.03% | −25,127−9.8% | Reduced |
| SEI Investments Co | 239,753 | $19.3M | 0.03% | −5,248−2.1% | Reduced |
| Equitable Trust Co | 251,687 | $20.2M | 1.67% | +151+0.1% | Added |
| Robeco Institutional Asset Management B.V. | 256,536 | $20.6M | 0.06% | +37,109+16.9% | Added |
| Border to Coast Pensions Partnership Ltd | 260,719 | $21.0M | 0.56% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 261,313 | $21.0M | 0.04% | −49,985−16.1% | Reduced |
| Brown Advisory Inc | 264,600 | $21.3M | 0.03% | −2,123,586−88.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 269,854 | $21.7M | 0.33% | −24,646−8.4% | Reduced |
| Prio Wealth Limited Partnership | 285,620 | $22.9M | 0.88% | −7,867−2.7% | Reduced |
| Nissay Asset Management Corp | 285,774 | $23.0M | 0.20% | −466,148−62.0% | Reduced |
| National Bank of Canada | 290,472 | $23.1M | 0.04% | +6,317+2.2% | Added |
| Man Group plc | – | $23.7M | 0.07% | – | – |
| Vaughan Nelson Investment Management, L.P. | 302,878 | $24.3M | 0.27% | +2,464+0.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 302,893 | $24.3M | 0.06% | −8,409−2.7% | Reduced |
| D. E. Shaw & Co., Inc. | 304,161 | $24.4M | 0.04% | +272,964+875.0% | Added |
| Welch & Forbes LLC | 305,819 | $24.6M | 0.41% | +2,143+0.7% | Added |
| Ameriprise Financial Inc | 309,847 | $24.9M | 0.01% | −5,964−1.9% | Reduced |
| Candriam Luxembourg S.C.A. | 321,708 | $25.8M | 0.21% | −9,460−2.9% | Reduced |
| Banque Pictet & Cie SA | 325,601 | $26.1M | 0.31% | −32,550−9.1% | Reduced |
| Two Sigma Advisers, LP | 326,200 | $26.2M | 0.07% | −368,300−53.0% | Reduced |
| Ofi Invest Asset Management | 355,291 | $27.0M | 0.97% | −126,171−26.2% | Reduced |
| Korea Investment CORP | 337,073 | $27.1M | 0.08% | +191,449+131.5% | Added |
| Victory Capital Management Inc | 359,976 | $28.9M | 0.03% | +16,353+4.8% | Added |
| Bank of Montreal | 345,641 | $29.2M | 0.02% | +64,736+23.0% | Added |
| Renaissance Technologies LLC | 367,700 | $29.5M | 0.05% | +146,100+65.9% | Added |
| Nordea Investment Management AB | 370,525 | $29.9M | 0.04% | +86,596+30.5% | Added |
| Bahl & Gaynor Inc | 386,462 | $31.0M | 0.20% | +82,054+27.0% | Added |
| Prudential Financial Inc | 389,161 | $31.3M | 0.05% | +9,472+2.5% | Added |
| First Trust Advisors LP | 399,382 | $32.1M | 0.04% | −326,673−45.0% | Reduced |
| KBC Group NV | 401,185 | $32.2M | 0.13% | +8,476+2.2% | Added |
| Impax Asset Management Group plc | 404,195 | $32.5M | 0.15% | −19,985−4.7% | Reduced |
| Twinbeech Capital LP | 410,985 | $33.0M | 0.63% | +3,403+0.8% | Added |
| Rathbone Brothers plc | 411,516 | $33.0M | 0.24% | +9,209+2.3% | Added |
| Comgest Global Investors S.A.S. | 411,941 | $33.1M | 0.57% | +105,385+34.4% | Added |
| New York State Teachers Retirement System | 424,951 | $34.1M | 0.08% | −21,449−4.8% | Reduced |