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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 17,943 | $1.44M | 0.04% | +17,943 | New |
| Cerity Partners LLC | 17,990 | $1.44M | 0.01% | −4,334−19.4% | Reduced |
| E. Ohman J:or Asset Management AB | 18,000 | $1.45M | 0.05% | 00.0% | Unchanged |
| Zacks Investment Management | 18,338 | $1.47M | 0.02% | +660+3.7% | Added |
| Systematic Alpha Investments, LLC | 18,610 | $1.49M | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 18,896 | $1.52M | 0.05% | −462−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 18,974 | $1.52M | 0.05% | +2,957+18.5% | Added |
| Alps Advisors Inc | 19,191 | $1.54M | 0.01% | +2,257+13.3% | Added |
| Liontrust Investment Partners LLP | 19,530 | $1.57M | 0.03% | +19,530 | New |
| Toroso Investments, LLC | 19,548 | $1.57M | 0.05% | +1,819+10.3% | Added |
| Huntington National Bank | 19,625 | $1.58M | 0.02% | −1,013−4.9% | Reduced |
| Pinnacle Associates Ltd | 19,843 | $1.59M | 0.03% | −1,244−5.9% | Reduced |
| Cresset Asset Management, LLC | 20,047 | $1.61M | 0.01% | +2,180+12.2% | Added |
| Essex Financial Services, Inc. | 20,152 | $1.62M | 0.19% | +2,856+16.5% | Added |
| Teza Capital Management LLC | 20,307 | $1.63M | 0.27% | +11,924+142.2% | Added |
| Steward Partners Investment Advisory, LLC | 20,403 | $1.64M | 0.03% | +344+1.7% | Added |
| Cetera Advisor Networks LLC | 20,517 | $1.65M | 0.01% | −485−2.3% | Reduced |
| Savant Capital, LLC | 20,807 | $1.67M | 0.02% | −1,118−5.1% | Reduced |
| CIBC World Markets Inc. | 20,897 | $1.68M | 0.01% | +541+2.7% | Added |
| Boston Financial Mangement LLC | 20,908 | $1.68M | 0.06% | −377−1.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 21,127 | $1.70M | 0.15% | −514−2.4% | Reduced |
| Desjardins Global Asset Management Inc. | 21,158 | $1.70M | 0.18% | −371−1.7% | Reduced |
| Tufton Capital Management | 21,271 | $1.71M | 0.38% | −5,164−19.5% | Reduced |
| Tilt Investment Management Holdings, PBC | 21,454 | $1.72M | 1.23% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 21,508 | $1.73M | 0.07% | +1,400+7.0% | Added |
| Campbell & CO Investment Adviser LLC | 21,613 | $1.74M | 0.21% | +4,850+28.9% | Added |
| YHB Investment Advisors, Inc. | 21,732 | $1.75M | 0.16% | −290−1.3% | Reduced |
| Guggenheim Capital LLC | 21,798 | $1.75M | 0.02% | +7,423+51.6% | Added |
| Tudor Investment Corp Et Al | 22,003 | $1.77M | 0.03% | −79,918−78.4% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 22,069 | $1.77M | 0.38% | 00.0% | Unchanged |
| Shell Asset Management Co | 22,168 | $1.78M | 0.07% | −505−2.2% | Reduced |
| Tiaa Trust, National Association | 22,360 | $1.80M | 0.01% | +22,360 | New |
| CIBC World Markets Corp | 22,726 | $1.83M | 0.02% | −25,720−53.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 22,924 | $1.84M | 0.03% | −2,609−10.2% | Reduced |
| Goodman Advisory Group, LLC | 23,564 | $1.89M | 0.71% | +23,564 | New |
| Verition Fund Management LLC | 24,071 | $1.93M | 0.03% | +20,851+647.5% | Added |
| Mount Capital Ltd | 24,180 | $1.94M | 0.83% | −57,420−70.4% | Reduced |
| Avantax Advisory Services, Inc. | 24,222 | $1.95M | 0.02% | −474−1.9% | Reduced |
| Atlantic Union Bankshares Corp | 24,702 | $1.98M | 0.20% | +3,179+14.8% | Added |
| Liberty Capital Management, Inc. | 24,756 | $1.99M | 0.59% | +17+0.1% | Added |
| Heritage Investors Management Corp | 25,097 | $2.02M | 0.08% | −330−1.3% | Reduced |
| Everence Capital Management Inc | 25,430 | $2.04M | 0.16% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 25,500 | $2.05M | 0.05% | −100−0.4% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,500 | $2.05M | 1.44% | +12,000+88.9% | Added |
| Rockland Trust Co | 25,771 | $2.07M | 0.12% | −2,098−7.5% | Reduced |
| Aigen Investment Management, LP | 26,059 | $2.09M | 0.39% | +26,059 | New |
| Silvercrest Asset Management Group LLC | 26,146 | $2.10M | 0.02% | −232−0.9% | Reduced |
| JB Capital LLC | 26,443 | $2.12M | 0.18% | +360+1.4% | Added |
| JustInvest LLC | 27,158 | $2.18M | 0.07% | +1,684+6.6% | Added |
| Sherbrooke Park Advisers LLC | 27,258 | $2.19M | 0.70% | +27,258 | New |
| Qsemble Capital Management, LP | 27,500 | $2.21M | 0.41% | +27,500 | New |
| Private Advisor Group, LLC | 27,757 | $2.23M | 0.02% | +1,212+4.6% | Added |
| Brown Brothers Harriman & Co | 27,796 | $2.23M | 0.02% | −226−0.8% | Reduced |
| Canandaigua National Bank & Trust Co | 28,015 | $2.25M | 0.36% | −125−0.4% | Reduced |
| Hartford Investment Management Co | 28,036 | $2.25M | 0.09% | −941−3.2% | Reduced |
| Evercore Wealth Management, LLC | 28,366 | $2.28M | 0.04% | +702+2.5% | Added |
| Ingalls & Snyder LLC | 28,840 | $2.32M | 0.11% | −4,795−14.3% | Reduced |
| Close Asset Management Ltd | 29,135 | $2.34M | 0.12% | +208+0.7% | Added |
| Cohen Klingenstein LLC | 29,307 | $2.35M | 0.11% | −2,000−6.4% | Reduced |
| Cloverfields Capital Group, LP | 29,387 | $2.36M | 1.06% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 29,546 | $2.37M | 0.07% | −4,099−12.2% | Reduced |
| Pathstone Family Office, LLC | 29,460 | $2.39M | 0.02% | +19,826+205.8% | Added |
| AMG National Trust Bank | 29,888 | $2.40M | 0.08% | −369−1.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 30,370 | $2.44M | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 30,547 | $2.45M | 0.14% | −1,038−3.3% | Reduced |
| M. Kraus & Co | 30,659 | $2.46M | 0.87% | −324−1.0% | Reduced |
| Rockefeller Capital Management L.P. | 30,847 | $2.48M | 0.01% | +11,209+57.1% | Added |
| Seascape Capital Management | 31,133 | $2.50M | 1.18% | +206+0.7% | Added |
| Shelter Mutual Insurance Co | 31,200 | $2.51M | 0.70% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 31,346 | $2.52M | 0.03% | +31,346 | New |
| Maryland State Retirement & Pension System | 31,566 | $2.54M | 0.06% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 31,669 | $2.54M | 0.40% | +14,817+87.9% | Added |
| QRG Capital Management, Inc. | 32,186 | $2.58M | 0.04% | +32,186 | New |
| Tocqueville Asset Management L.P. | 32,194 | $2.59M | 0.05% | +100.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,733 | $2.63M | 0.01% | −218−0.7% | Reduced |
| Rafferty Asset Management, LLC | 32,744 | $2.63M | 0.02% | +2,848+9.5% | Added |
| Circle Wealth Management, LLC | 32,819 | $2.64M | 0.07% | +32,819 | New |
| Pacer Advisors, Inc. | 33,043 | $2.65M | 0.01% | +1,422+4.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 33,323 | $2.68M | 0.01% | +33,323 | New |
| AdvisorShares Investments LLC | 33,517 | $2.69M | 0.72% | +1,936+6.1% | Added |
| Wesbanco Bank Inc | 33,566 | $2.70M | 0.12% | −1,568−4.5% | Reduced |
| Kentucky Retirement Systems | 34,398 | $2.76M | 0.10% | +1,168+3.5% | Added |
| Elo Mutual Pension Insurance Co | 34,591 | $2.78M | 0.09% | +584+1.7% | Added |
| Mackenzie Financial Corp | 35,204 | $2.80M | 0.00% | +1,000+2.9% | Added |
| FORA Capital, LLC | 35,037 | $2.81M | 0.25% | +35,037 | New |
| Arlington Partners LLC | 35,194 | $2.83M | 1.16% | +35,180+251,285.7% | Added |
| Arlington Trust Co LLC | 35,194 | $2.83M | 1.16% | +35,194 | New |
| Daiwa Securities Group Inc. | 35,216 | $2.83M | 0.02% | +2,871+8.9% | Added |
| Swiss Life Asset Management Ltd | 36,276 | $2.91M | 0.05% | −240−0.7% | Reduced |
| Baird Financial Group, Inc. | 36,457 | $2.93M | 0.01% | +2,210+6.5% | Added |
| Richard Bernstein Advisors LLC | 36,934 | $2.97M | 0.07% | +36,934 | New |
| Northwestern Mutual Wealth Management Co | 37,273 | $2.99M | 0.00% | +21,673+138.9% | Added |
| Mercer Global Advisors Inc | 37,405 | $3.00M | 0.01% | −3,369−8.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 37,477 | $3.01M | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 37,583 | $3.02M | 0.01% | +19,989+113.6% | Added |
| British Columbia Investment Management Corp | 37,607 | $3.02M | 0.03% | +393+1.1% | Added |
| Gulf International Bank (UK) Ltd | 37,649 | $3.02M | 0.09% | −4,165−10.0% | Reduced |
| Wealthfront Advisers LLC | 37,740 | $3.03M | 0.01% | +3,977+11.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37,866 | $3.04M | 0.05% | +3,347+9.7% | Added |
| Financial Advisors Network, Inc. | 38,250 | $3.07M | 0.69% | +38,250 | New |