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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 438,082 | $35.2M | 0.17% | +261,902+148.7% | Added |
| New York State Common Retirement Fund | 450,136 | $36.2M | 0.05% | −63,433−12.4% | Reduced |
| Citigroup Inc | 451,572 | $36.3M | 0.05% | +130,958+40.8% | Added |
| Voloridge Investment Management, LLC | 465,240 | $37.4M | 0.18% | +462,810+19,045.7% | Added |
| Principal Financial Group Inc | 477,915 | $38.4M | 0.03% | −15,733−3.2% | Reduced |
| State Board of Administration of Florida Retirement System | 478,981 | $38.5M | 0.09% | −1,980−0.4% | Reduced |
| Envestnet Asset Management Inc | 483,820 | $38.9M | 0.02% | +108,578+28.9% | Added |
| Ensign Peak Advisors, Inc | 492,490 | $39.6M | 0.08% | −18,748−3.7% | Reduced |
| The PNC Financial Services Group, Inc. | 493,359 | $39.6M | 0.03% | −18,525−3.6% | Reduced |
| Pensioenfonds Rail & Ov | 498,185 | $40.0M | 2.51% | −452,449−47.6% | Reduced |
| HSBC Holdings PLC | 558,705 | $44.8M | 0.05% | +124,571+28.7% | Added |
| Artisan Partners Limited Partnership | 574,727 | $46.2M | 0.08% | −19,031−3.2% | Reduced |
| Great West Life Assurance Co | 580,423 | $46.6M | 0.11% | +1,538+0.3% | Added |
| Wells Fargo & Company | 621,878 | $49.9M | 0.02% | −121,566−16.4% | Reduced |
| Millennium Management LLC | 629,733 | $50.6M | 0.05% | −360,051−36.4% | Reduced |
| California State Teachers Retirement System | 642,298 | $51.6M | 0.08% | −30,799−4.6% | Reduced |
| Railway Pension Investments Ltd | 652,800 | $52.4M | 0.57% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 660,592 | $53.1M | 0.16% | +50,719+8.3% | Added |
| UBS Group AG | 698,055 | $56.1M | 0.03% | +30,301+4.5% | Added |
| Pinebridge Investments, L.P. | 716,332 | $57.5M | 0.64% | +186,699+35.3% | Added |
| Voya Investment Management LLC | 726,921 | $58.3M | 0.06% | +160,534+28.3% | Added |
| Adage Capital Partners GP, L.L.C. | 774,386 | $62.2M | 0.14% | +304,669+64.9% | Added |
| American Century Companies Inc | 778,698 | $62.5M | 0.05% | −47,057−5.7% | Reduced |
| California Public Employees Retirement System | 791,113 | $63.5M | 0.05% | +38,288+5.1% | Added |
| Aviva PLC | 807,865 | $64.9M | 0.27% | −54,341−6.3% | Reduced |
| Rhumbline Advisers | 833,480 | $66.9M | 0.08% | −10,803−1.3% | Reduced |
| HighTower Advisors, LLC | 848,646 | $68.1M | 0.13% | +10,105+1.2% | Added |
| HM Payson & Co | 858,697 | $69.0M | 1.62% | +258,613+43.1% | Added |
| Neuberger Berman Group LLC | 907,465 | $72.9M | 0.07% | −76,634−7.8% | Reduced |
| Fayez Sarofim & Co | 945,856 | $76.0M | 0.26% | +97,352+11.5% | Added |
| Barclays PLC | 957,288 | $76.9M | 0.05% | +431,542+82.1% | Added |
| Macquarie Group Ltd | 973,261 | $78.1M | 0.10% | +90,463+10.2% | Added |
| Qube Research & Technologies Ltd | 981,574 | $78.8M | 0.23% | +533,590+119.1% | Added |
| National Pension Service | 1,020,305 | $80.9M | 0.13% | +47,829+4.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,019,036 | $81.8M | 0.07% | −26,645−2.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,051,789 | $83.1M | 2.64% | −56,098−5.1% | Reduced |
| Manufacturers Life Insurance Company, The | 1,086,764 | $87.3M | 0.05% | −29,680−2.7% | Reduced |
| Amundi | 1,095,502 | $87.6M | 0.04% | +231,455+26.8% | Added |
| Fisher Asset Management, LLC | 1,102,834 | $88.6M | 0.05% | −63,519−5.4% | Reduced |
| Royal Bank of Canada | 1,207,127 | $96.9M | 0.03% | −1,193,038−49.7% | Reduced |
| Jennison Associates LLC | 1,219,180 | $97.9M | 0.08% | +214,487+21.3% | Added |
| Gates Capital Management, Inc. | 1,265,837 | $101.7M | 3.29% | −471,785−27.2% | Reduced |
| Russell Investments Group, Ltd. | 1,288,999 | $103.5M | 0.21% | +57,873+4.7% | Added |
| Swiss National Bank | 1,329,443 | $106.8M | 0.08% | −163,000−10.9% | Reduced |
| Nuveen Asset Management, LLC | 1,370,815 | $110.1M | 0.04% | −23,683−1.7% | Reduced |
| Clearbridge Investments, LLC | 1,388,783 | $111.5M | 0.11% | −74,984−5.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,404,442 | $112.8M | 0.14% | −6,117−0.4% | Reduced |
| Deutsche Bank AG | 1,404,975 | $112.8M | 0.07% | +40,685+3.0% | Added |
| USS Investment Management Ltd | 1,412,183 | $113.4M | 1.24% | +1,305,944+1,229.3% | Added |
| Pictet Asset Management Holding SA | 1,520,702 | $122.1M | 0.15% | +1,520,702 | New |
| Jacobs Levy Equity Management, Inc | 1,555,300 | $124.9M | 0.74% | +794,626+104.5% | Added |
| Fundsmith Investment Services Ltd. | 1,684,108 | $135.3M | 2.11% | +7590.0% | Added |
| Primecap Management Co | 1,699,041 | $136.4M | 0.12% | −3000.0% | Reduced |
| Guinness Asset Management LTD | 1,786,426 | $143.5M | 3.30% | +48,370+2.8% | Added |
| Schroder Investment Management Group | 1,914,074 | $153.7M | 0.23% | −7,969−0.4% | Reduced |
| Goldman Sachs Group Inc | 1,999,815 | $160.6M | 0.04% | +87,428+4.6% | Added |
| Putnam Investments LLC | 2,006,130 | $161.1M | 0.24% | +44,096+2.2% | Added |
| State of Wisconsin Investment Board | 2,010,022 | $161.4M | 0.50% | −2,093−0.1% | Reduced |
| London Co of Virginia | 2,119,368 | $170.2M | 1.02% | +22,917+1.1% | Added |
| Credit Suisse AG | 2,130,928 | $171.1M | 0.18% | −155,717−6.8% | Reduced |
| Charles Schwab Investment Management Inc | 2,132,543 | $171.3M | 0.05% | +16,560+0.8% | Added |
| Ako Capital LLP | 2,207,420 | $177.3M | 2.89% | −377,483−14.6% | Reduced |
| Menora Mivtachim Holdings Ltd. | 2,240,336 | $179.9M | 1.63% | +33,560+1.5% | Added |
| Parnassus Investments | 2,316,927 | $186.1M | 0.46% | 00.0% | Unchanged |
| Omers Administration Corp | 2,324,016 | $186.6M | 2.81% | +146,968+6.8% | Added |
| Lazard Asset Management LLC | 2,422,103 | $194.5M | 0.26% | −518,927−17.6% | Reduced |
| Los Angeles Capital Management LLC | 2,484,992 | $199.6M | 0.85% | −4,066−0.2% | Reduced |
| UBS Asset Management Americas Inc | 2,618,873 | $210.3M | 0.09% | +175,535+7.2% | Added |
| Dimensional Fund Advisors LP | 2,768,693 | $222.4M | 0.07% | +20,290+0.7% | Added |
| StonePine Asset Management Inc. | 2,844,325 | $228.4M | 3.29% | +2,134,289+300.6% | Added |
| Sarasin & Partners LLP | 2,946,788 | $236.7M | 2.96% | +94,340+3.3% | Added |
| Legal & General Group Plc | 3,026,494 | $243.1M | 0.08% | −93,445−3.0% | Reduced |
| Price T Rowe Associates Inc | 3,232,711 | $259.6M | 0.04% | −299,176−8.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,309,855 | $265.8M | 0.54% | +120,853+3.8% | Added |
| Wellington Management Group LLP | 3,377,261 | $271.2M | 0.05% | −327,922−8.9% | Reduced |
| CIBC Private Wealth Group, LLC | 3,379,976 | $271.4M | 0.64% | −75,410−2.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,448,272 | $276.9M | 1.31% | +59,211+1.7% | Added |
| Bank of America Corp | 3,640,086 | $292.3M | 0.04% | −619,664−14.5% | Reduced |
| FMR LLC | 3,711,851 | $298.1M | 0.03% | −99,609−2.6% | Reduced |
| Bank of New York Mellon Corp | 3,771,408 | $302.9M | 0.07% | −344,021−8.4% | Reduced |
| Invesco Ltd. | 4,483,532 | $360.1M | 0.10% | −2,144,017−32.4% | Reduced |
| Boston Partners | 4,640,068 | $372.2M | 0.52% | −45,791−1.0% | Reduced |
| Northern Trust Corp | 4,661,849 | $374.4M | 0.07% | +135,048+3.0% | Added |
| Dodge & Cox | 5,104,597 | $410.0M | 0.28% | −68,425−1.3% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 5,517,641 | $443.1M | 11.00% | −254,219−4.4% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 6,450,913 | $518.1M | 2.35% | −4,498−0.1% | Reduced |
| Norges Bank | 6,457,015 | $518.6M | 0.11% | +422,064+7.0% | Added |
| JPMorgan Chase & Co | 7,540,422 | $605.6M | 0.07% | +2,442,203+47.9% | Added |
| Massachusetts Financial Services Co | 7,716,642 | $619.7M | 0.22% | −256,471−3.2% | Reduced |
| Fiera Capital Corp | 8,079,521 | $648.9M | 2.08% | −666,154−7.6% | Reduced |
| Capital Research Global Investors | 9,400,995 | $755.0M | 0.21% | +419,050+4.7% | Added |
| Geode Capital Management, LLC | 10,365,932 | $832.3M | 0.10% | +231,874+2.3% | Added |
| Morgan Stanley | 12,912,654 | $1.04B | 0.11% | −195,005−1.5% | Reduced |
| State Street Corp | 15,668,833 | $1.26B | 0.07% | −374,432−2.3% | Reduced |
| Alliancebernstein L.P. | 17,894,603 | $1.44B | 0.61% | +5,654,931+46.2% | Added |
| BlackRock Inc. | 35,727,844 | $2.87B | 0.08% | +476,120+1.4% | Added |
| Vanguard Group Inc | 39,859,425 | $3.20B | 0.08% | −322,619−0.8% | Reduced |
| Retirement Group, LLC | 18 | – | – | 00.0% | Unchanged |
| Quilter Plc | 807 | – | – | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −2,272−100.0% | Sold out |