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 |
|---|---|---|---|---|---|
| Twinbeech Capital LP | 410,985 | $33.0M | 0.63% | +3,403+0.8% | Added |
| Impax Asset Management Group plc | 404,195 | $32.5M | 0.15% | −19,985−4.7% | Reduced |
| KBC Group NV | 401,185 | $32.2M | 0.13% | +8,476+2.2% | Added |
| First Trust Advisors LP | 399,382 | $32.1M | 0.04% | −326,673−45.0% | Reduced |
| Prudential Financial Inc | 389,161 | $31.3M | 0.05% | +9,472+2.5% | Added |
| Bahl & Gaynor Inc | 386,462 | $31.0M | 0.20% | +82,054+27.0% | Added |
| Nordea Investment Management AB | 370,525 | $29.9M | 0.04% | +86,596+30.5% | Added |
| Renaissance Technologies LLC | 367,700 | $29.5M | 0.05% | +146,100+65.9% | Added |
| Bank of Montreal | 345,641 | $29.2M | 0.02% | +64,736+23.0% | Added |
| Victory Capital Management Inc | 359,976 | $28.9M | 0.03% | +16,353+4.8% | Added |
| Korea Investment CORP | 337,073 | $27.1M | 0.08% | +191,449+131.5% | Added |
| Ofi Invest Asset Management | 355,291 | $27.0M | 0.97% | −126,171−26.2% | Reduced |
| Two Sigma Advisers, LP | 326,200 | $26.2M | 0.07% | −368,300−53.0% | Reduced |
| Banque Pictet & Cie SA | 325,601 | $26.1M | 0.31% | −32,550−9.1% | Reduced |
| Candriam Luxembourg S.C.A. | 321,708 | $25.8M | 0.21% | −9,460−2.9% | Reduced |
| Ameriprise Financial Inc | 309,847 | $24.9M | 0.01% | −5,964−1.9% | Reduced |
| Welch & Forbes LLC | 305,819 | $24.6M | 0.41% | +2,143+0.7% | Added |
| D. E. Shaw & Co., Inc. | 304,161 | $24.4M | 0.04% | +272,964+875.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 302,893 | $24.3M | 0.06% | −8,409−2.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 302,878 | $24.3M | 0.27% | +2,464+0.8% | Added |
| Man Group plc | – | $23.7M | 0.07% | – | – |
| National Bank of Canada | 290,472 | $23.1M | 0.04% | +6,317+2.2% | Added |
| Nissay Asset Management Corp | 285,774 | $23.0M | 0.20% | −466,148−62.0% | Reduced |
| Prio Wealth Limited Partnership | 285,620 | $22.9M | 0.88% | −7,867−2.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 269,854 | $21.7M | 0.33% | −24,646−8.4% | Reduced |
| Brown Advisory Inc | 264,600 | $21.3M | 0.03% | −2,123,586−88.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 261,313 | $21.0M | 0.04% | −49,985−16.1% | Reduced |
| Border to Coast Pensions Partnership Ltd | 260,719 | $21.0M | 0.56% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 256,536 | $20.6M | 0.06% | +37,109+16.9% | Added |
| Equitable Trust Co | 251,687 | $20.2M | 1.67% | +151+0.1% | Added |
| SEI Investments Co | 239,753 | $19.3M | 0.03% | −5,248−2.1% | Reduced |
| US Bancorp | 232,119 | $18.7M | 0.03% | −25,127−9.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 233,177 | $18.7M | 1.25% | +228,497+4,882.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 232,819 | $18.7M | 0.07% | −6,263−2.6% | Reduced |
| Canada Pension Plan Investment Board | 226,680 | $18.2M | 0.03% | +57,000+33.6% | Added |
| State of New Jersey Common Pension Fund D | 224,560 | $18.0M | 0.06% | −12,114−5.1% | Reduced |
| AQR Capital Management LLC | 221,755 | $17.8M | 0.04% | −29,890−11.9% | Reduced |
| Raymond James & Associates | 220,799 | $17.7M | 0.01% | −8,036−3.5% | Reduced |
| CI Private Wealth, LLC | 219,746 | $17.6M | 0.04% | +1,845+0.8% | Added |
| Factory Mutual Insurance Co | 217,300 | $17.5M | 0.24% | 00.0% | Unchanged |
| Swedbank AB | 211,917 | $17.0M | 0.03% | +14,900+7.6% | Added |
| Two Sigma Investments, LP | 211,238 | $17.0M | 0.05% | +192,538+1,029.6% | Added |
| Toronto Dominion Bank | 208,363 | $16.7M | 0.03% | −6,220−2.9% | Reduced |
| Davidson Investment Advisors | 207,804 | $16.7M | 1.06% | +3,550+1.7% | Added |
| Nippon Life Global Investors Americas, Inc. | 206,125 | $16.6M | 1.02% | +59,280+40.4% | Added |
| Mn Services Vermogensbeheer B.V. | 200,100 | $16.1M | 0.15% | +3,300+1.7% | Added |
| Illinois Municipal Retirement Fund | 185,300 | $14.9M | 0.28% | +34,616+23.0% | Added |
| Franklin Resources Inc | 181,859 | $14.6M | 0.01% | +935+0.5% | Added |
| Treasurer of the State of North Carolina | 181,671 | $14.6M | 0.08% | +920+0.5% | Added |
| Royal London Asset Management Ltd | 177,986 | $14.3M | 0.05% | +10,527+6.3% | Added |
| Public Employees Retirement System of Ohio | 176,311 | $14.2M | 0.06% | −19,512−10.0% | Reduced |
| AXA S.A. | 174,995 | $14.1M | 0.05% | +19,084+12.2% | Added |
| PGGM Investments | 171,667 | $13.8M | 0.24% | +7,145+4.3% | Added |
| Carnegie Capital Asset Management, LLC | 171,534 | $13.8M | 0.53% | +2,066+1.2% | Added |
| APG Asset Management N.V. | 168,564 | $13.5M | 0.03% | −7,820−4.4% | Reduced |
| Asset Management One Co.,Ltd. | 164,066 | $13.2M | 0.06% | +1,618+1.0% | Added |
| Worldquant Millennium Advisors LLC | 163,209 | $13.1M | 0.20% | +14,419+9.7% | Added |
| Copeland Capital Management, LLC | 159,688 | $12.8M | 0.28% | −4,002−2.4% | Reduced |
| Andra AP-fonden | 159,434 | $12.8M | 0.75% | +7,700+5.1% | Added |
| M&T Bank Corp | 157,590 | $12.7M | 0.05% | −5,085−3.1% | Reduced |
| Banco Santander, S.A. | 157,545 | $12.7M | 0.18% | +43,649+38.3% | Added |
| Storebrand Asset Management AS | 157,516 | $12.7M | 0.06% | −7,371−4.5% | Reduced |
| Susquehanna International Group, LLP | 154,850 | $12.4M | 0.02% | +16,563+12.0% | Added |
| Commonwealth Equity Services, LLC | 154,776 | $12.4M | 0.03% | +733+0.5% | Added |
| TD Asset Management Inc | 146,592 | $11.8M | 0.01% | −2,641−1.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 146,092 | $11.7M | 1.79% | +2,727+1.9% | Added |
| Greenwood Gearhart Inc | 143,868 | $11.6M | 1.37% | +3,792+2.7% | Added |
| Creative Planning | 143,510 | $11.5M | 0.02% | −6,225−4.2% | Reduced |
| Nomura Asset Management Co Ltd | 143,451 | $11.5M | 0.05% | +234+0.2% | Added |
| Natixis Advisors, L.P. | 142,546 | $11.4M | 0.04% | −4,690−3.2% | Reduced |
| Advisor Group Holdings, Inc. | 138,946 | $11.2M | 0.02% | +28,893+26.3% | Added |
| Teacher Retirement System of Texas | 138,967 | $11.2M | 0.07% | +446+0.3% | Added |
| Jane Street Group, LLC | 133,740 | $10.7M | 0.02% | +101,793+318.6% | Added |
| Handelsbanken Fonder AB | 133,608 | $10.7M | 0.06% | −4,770−3.4% | Reduced |
| Gotham Asset Management, LLC | 129,460 | $10.4M | 0.22% | +41,542+47.3% | Added |
| MAI Capital Management | 128,177 | $10.3M | 0.15% | −6,127−4.6% | Reduced |
| Nisa Investment Advisors, LLC | 125,784 | $10.1M | 0.08% | −7,832−5.9% | Reduced |
| Standard Life Aberdeen plc | 125,478 | $10.1M | 0.03% | −5,814−4.4% | Reduced |
| State of Tennessee, Treasury Department | 125,360 | $10.1M | 0.04% | −1,111−0.9% | Reduced |
| Prospector Partners LLC | 121,415 | $9.75M | 1.36% | +350+0.3% | Added |
| DekaBank Deutsche Girozentrale | 121,797 | $9.74M | 0.02% | −5,889−4.6% | Reduced |
| United Capital Financial Advisers, LLC | 119,781 | $9.62M | 0.06% | −12,334−9.3% | Reduced |
| DnB Asset Management AS | 119,668 | $9.61M | 0.06% | −4,796−3.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 119,131 | $9.57M | 0.13% | −1,398−1.2% | Reduced |
| LPL Financial LLC | 117,092 | $9.40M | 0.01% | +18,478+18.7% | Added |
| Arizona State Retirement System | 116,983 | $9.39M | 0.08% | −1,141−1.0% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $9.21M | 0.11% | 00.0% | Unchanged |
| Comerica Bank | 113,665 | $9.13M | 0.05% | +113,665 | New |
| State of Michigan Retirement System | 112,907 | $9.07M | 0.06% | −700−0.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 112,643 | $9.05M | 0.16% | +2,385+2.2% | Added |
| CIBC Asset Management Inc | 111,650 | $8.97M | 0.04% | −1,310−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 111,433 | $8.95M | 0.04% | +1,589+1.4% | Added |
| Amalgamated Bank | 111,268 | $8.94M | 0.08% | −6,078−5.2% | Reduced |
| Meyer Handelman Co | 111,142 | $8.93M | 0.36% | +300.0% | Added |
| Anchor Capital Advisors LLC | 109,536 | $8.80M | 0.25% | −2,974−2.6% | Reduced |
| American International Group, Inc. | 109,183 | $8.77M | 0.06% | −2,969−2.6% | Reduced |
| Federated Hermes, Inc. | 108,219 | $8.69M | 0.02% | +103,473+2,180.2% | Added |
| Connecticut Wealth Management, LLC | 107,369 | $8.62M | 0.59% | +186+0.2% | Added |
| ExodusPoint Capital Management, LP | 106,785 | $8.58M | 0.11% | +60,814+132.3% | Added |
| Forsta Ap-Fonden | 105,800 | $8.50M | 0.09% | −400−0.4% | Reduced |