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 |
|---|---|---|---|---|---|
| Okabena Investment Services Inc | 38,702 | $3.11M | 2.42% | −5,102−11.6% | Reduced |
| Brown Shipley& Co Ltd | 39,348 | $3.16M | 1.74% | +4,853+14.1% | Added |
| Cacti Asset Management LLC | 39,975 | $3.21M | 0.31% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 41,963 | $3.37M | 0.05% | +4,287+11.4% | Added |
| Fiduciary Trust Co | 42,762 | $3.43M | 0.06% | −4,261−9.1% | Reduced |
| Regions Financial Corp | 42,911 | $3.45M | 0.03% | −350−0.8% | Reduced |
| Farmers & Merchants Investments Inc | 42,951 | $3.45M | 0.14% | +353+0.8% | Added |
| TCW Group Inc | 43,771 | $3.52M | 0.04% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 43,980 | $3.53M | 0.07% | +12,745+40.8% | Added |
| Public Sector Pension Investment Board | 44,105 | $3.54M | 0.03% | +4,530+11.4% | Added |
| Aureus Asset Management, LLC | 45,336 | $3.64M | 0.29% | −3,259−6.7% | Reduced |
| Crossmark Global Holdings, Inc. | 46,553 | $3.74M | 0.08% | +3,320+7.7% | Added |
| Glenmede Trust Co NA | 46,599 | $3.74M | 0.02% | −20,292−30.3% | Reduced |
| Cohen Capital Management, Inc. | 47,394 | $3.81M | 0.78% | 00.0% | Unchanged |
| William Allan, LLC | 47,497 | $3.81M | 3.02% | −751−1.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 47,925 | $3.85M | 0.16% | −663−1.4% | Reduced |
| Wesleyan Assurance Society | 48,100 | $3.86M | 0.43% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 48,312 | $3.88M | 1.51% | −1,682−3.4% | Reduced |
| Kanawha Capital Management LLC | 48,833 | $3.92M | 0.38% | −328−0.7% | Reduced |
| Vontobel Holding Ltd. | 49,798 | $4.00M | 0.04% | −329−0.7% | Reduced |
| Scotia Capital Inc. | 49,863 | $4.00M | 0.03% | +488+1.0% | Added |
| Chartwell Investment Partners, LLC | 50,227 | $4.03M | 0.16% | +1,238+2.5% | Added |
| Captrust Financial Advisors | 52,358 | $4.20M | 0.02% | +3,631+7.5% | Added |
| Erste Asset Management GmbH | 52,861 | $4.25M | 0.07% | +3,398+6.9% | Added |
| Intech Investment Management LLC | 53,052 | $4.26M | 0.06% | −16,787−24.0% | Reduced |
| Granite Bay Wealth Management, LLC | 50,400 | $4.31M | 0.04% | +50,400 | New |
| Graybill Bartz & Assoc Ltd | 54,501 | $4.38M | 2.14% | +658+1.2% | Added |
| BTC Capital Management, Inc. | 55,294 | $4.44M | 0.51% | +465+0.8% | Added |
| Janney Montgomery Scott LLC | 55,434 | $4.45M | 0.02% | −1,857−3.2% | Reduced |
| Diversified Trust Co | 55,555 | $4.46M | 0.17% | −1,733−3.0% | Reduced |
| Foyston, Gordon, & Payne Inc | 55,823 | $4.48M | 1.22% | +140.0% | Added |
| Xponance, Inc. | 55,824 | $4.48M | 0.06% | −823−1.5% | Reduced |
| ING Groep NV | 56,691 | $4.55M | 0.04% | −43,647−43.5% | Reduced |
| Sheets Smith Wealth Management | 57,047 | $4.58M | 0.70% | +765+1.4% | Added |
| Ipswich Investment Management Co., Inc. | 57,242 | $4.60M | 1.25% | +2,090+3.8% | Added |
| Mutual of America Capital Management LLC | 57,763 | $4.64M | 0.06% | −1,833−3.1% | Reduced |
| Brinker Capital Investments, LLC | 59,810 | $4.80M | 0.06% | −7,555−11.2% | Reduced |
| Orion Portfolio Solutions, LLC | 59,810 | $4.80M | 0.06% | −7,555−11.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 60,056 | $4.82M | 0.46% | +60,056 | New |
| Achmea Investment Management B.V. | 60,448 | $4.85M | 0.11% | −14,964−19.8% | Reduced |
| Public Employees Retirement Association of Colorado | 60,484 | $4.86M | 0.02% | −4,705−7.2% | Reduced |
| Echo Street Capital Management LLC | 63,178 | $5.07M | 0.05% | +35,023+124.4% | Added |
| Oregon Public Employees Retirement Fund | 63,248 | $5.08M | 0.07% | −14,100−18.2% | Reduced |
| Mariner, LLC | 63,499 | $5.10M | 0.01% | +5,861+10.2% | Added |
| New York Life Investment Management LLC | 63,832 | $5.13M | 0.06% | −648−1.0% | Reduced |
| ProShare Advisors LLC | 64,202 | $5.16M | 0.02% | −3,655−5.4% | Reduced |
| MML Investors Services, LLC | 65,118 | $5.23M | 0.03% | +5,838+9.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 66,339 | $5.33M | 0.01% | −20,000−23.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 67,395 | $5.41M | 0.01% | +2,802+4.3% | Added |
| Sawgrass Asset Management LLC | 67,484 | $5.42M | 0.66% | +67,484 | New |
| HRT Financial LP | 67,777 | $5.44M | 0.05% | +42,021+163.2% | Added |
| First Manhattan Co | 68,392 | $5.49M | 0.02% | −16,968−19.9% | Reduced |
| Ethic Inc. | 68,962 | $5.54M | 0.19% | +13,624+24.6% | Added |
| Yousif Capital Management, LLC | 69,298 | $5.57M | 0.07% | −2,326−3.2% | Reduced |
| Peapack Gladstone Financial Corp | 70,453 | $5.66M | 0.10% | −325−0.5% | Reduced |
| Utah Retirement Systems | 71,052 | $5.71M | 0.08% | +200+0.3% | Added |
| Truist Financial Corp | 71,257 | $5.72M | 0.01% | −1,379−1.9% | Reduced |
| Citadel Advisors LLC | 71,418 | $5.74M | 0.01% | +4,472+6.7% | Added |
| Czech National Bank | 71,965 | $5.78M | 0.09% | +23,061+47.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 71,980 | $5.78M | 0.01% | −967−1.3% | Reduced |
| First Republic Investment Management, Inc. | 73,605 | $5.91M | 0.02% | −10,085−12.1% | Reduced |
| Calamos Advisors LLC | 74,039 | $5.95M | 0.03% | +1,264+1.7% | Added |
| Caisse de Depot Et Placement du Quebec | 74,258 | $5.96M | 0.02% | −23,491−24.0% | Reduced |
| Delta Asset Management LLC | 74,402 | $5.98M | 0.62% | +1,441+2.0% | Added |
| Keybank National Association | 74,613 | $5.99M | 0.03% | −1,888−2.5% | Reduced |
| Engineers Gate Manager LP | 75,945 | $6.10M | 0.23% | +3,275+4.5% | Added |
| Trexquant Investment LP | 76,986 | $6.18M | 0.16% | +8,048+11.7% | Added |
| Osborne Partners Capital Management, LLC | 77,023 | $6.19M | 0.46% | +483+0.6% | Added |
| Lincoln Capital LLC | 78,052 | $6.27M | 1.65% | +1,373+1.8% | Added |
| Longbow Finance SA | 78,378 | $6.29M | 0.76% | −220−0.3% | Reduced |
| Amica Mutual Insurance Co | 78,482 | $6.30M | 0.74% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 79,800 | $6.41M | 0.22% | −3,771−4.5% | Reduced |
| Evoke Wealth, LLC | 80,270 | $6.45M | 0.23% | −4,181−5.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 81,128 | $6.52M | 1.56% | +446+0.6% | Added |
| Janus Henderson Group PLC | 81,288 | $6.53M | 0.00% | −37,091−31.3% | Reduced |
| Windward Capital Management Co | 81,543 | $6.55M | 0.64% | −757−0.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 82,789 | $6.65M | 0.05% | +10,710+14.9% | Added |
| IFM Investors Pty Ltd | 82,882 | $6.66M | 0.09% | +2,816+3.5% | Added |
| Bradley Foster & Sargent Inc | 75,544 | $6.72M | 0.14% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 84,050 | $6.75M | 0.08% | −6,856−7.5% | Reduced |
| Texas Permanent School Fund | 84,335 | $6.77M | 0.07% | −1,585−1.8% | Reduced |
| Schwartz Investment Counsel Inc | 85,000 | $6.83M | 0.29% | −12,000−12.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 85,424 | $6.86M | 0.09% | −11,800−12.1% | Reduced |
| Antipodes Partners Ltd | 85,455 | $6.88M | 0.22% | −468,205−84.6% | Reduced |
| Jefferies Financial Group Inc. | 86,858 | $6.98M | 0.17% | +70,618+434.8% | Added |
| Allianz Asset Management GmbH | 87,828 | $7.05M | 0.01% | −10,390−10.6% | Reduced |
| State of Alaska, Department of Revenue | 89,376 | $7.18M | 0.09% | −2,275−2.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 89,827 | $7.21M | 0.07% | −8,128−8.3% | Reduced |
| Trium Capital LLP | 92,945 | $7.46M | 0.14% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 93,099 | $7.48M | 0.03% | −832−0.9% | Reduced |
| Stifel Financial Corp | 94,948 | $7.63M | 0.01% | +983+1.0% | Added |
| Bank of Nova Scotia | 96,310 | $7.73M | 0.02% | +57,775+149.9% | Added |
| Allied Investment Advisors, LLC | 96,607 | $7.76M | 2.32% | +1,135+1.2% | Added |
| MetLife Investment Management | 102,887 | $8.26M | 0.06% | −3,027−2.9% | Reduced |
| Commerce Bank | 104,310 | $8.38M | 0.07% | −1,306−1.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 104,752 | $8.41M | 0.06% | −172,571−62.2% | Reduced |
| Assenagon Asset Management S.A. | 104,898 | $8.42M | 0.03% | +93,569+825.9% | Added |
| Forsta Ap-Fonden | 105,800 | $8.50M | 0.09% | −400−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 106,785 | $8.58M | 0.11% | +60,814+132.3% | Added |
| Connecticut Wealth Management, LLC | 107,369 | $8.62M | 0.59% | +186+0.2% | Added |