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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 104,898 | $8.42M | 0.03% | +93,569+825.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 104,752 | $8.41M | 0.06% | −172,571−62.2% | Reduced |
| Commerce Bank | 104,310 | $8.38M | 0.07% | −1,306−1.2% | Reduced |
| MetLife Investment Management | 102,887 | $8.26M | 0.06% | −3,027−2.9% | Reduced |
| Allied Investment Advisors, LLC | 96,607 | $7.76M | 2.32% | +1,135+1.2% | Added |
| Bank of Nova Scotia | 96,310 | $7.73M | 0.02% | +57,775+149.9% | Added |
| Stifel Financial Corp | 94,948 | $7.63M | 0.01% | +983+1.0% | Added |
| Retirement Systems of Alabama | 93,099 | $7.48M | 0.03% | −832−0.9% | Reduced |
| Trium Capital LLP | 92,945 | $7.46M | 0.14% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 89,827 | $7.21M | 0.07% | −8,128−8.3% | Reduced |
| State of Alaska, Department of Revenue | 89,376 | $7.18M | 0.09% | −2,275−2.5% | Reduced |
| Allianz Asset Management GmbH | 87,828 | $7.05M | 0.01% | −10,390−10.6% | Reduced |
| Jefferies Financial Group Inc. | 86,858 | $6.98M | 0.17% | +70,618+434.8% | Added |
| Antipodes Partners Ltd | 85,455 | $6.88M | 0.22% | −468,205−84.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 85,424 | $6.86M | 0.09% | −11,800−12.1% | Reduced |
| Schwartz Investment Counsel Inc | 85,000 | $6.83M | 0.29% | −12,000−12.4% | Reduced |
| Texas Permanent School Fund | 84,335 | $6.77M | 0.07% | −1,585−1.8% | Reduced |
| Gateway Investment Advisers LLC | 84,050 | $6.75M | 0.08% | −6,856−7.5% | Reduced |
| Bradley Foster & Sargent Inc | 75,544 | $6.72M | 0.14% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 82,882 | $6.66M | 0.09% | +2,816+3.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 82,789 | $6.65M | 0.05% | +10,710+14.9% | Added |
| Windward Capital Management Co | 81,543 | $6.55M | 0.64% | −757−0.9% | Reduced |
| Janus Henderson Group PLC | 81,288 | $6.53M | 0.00% | −37,091−31.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 81,128 | $6.52M | 1.56% | +446+0.6% | Added |
| Evoke Wealth, LLC | 80,270 | $6.45M | 0.23% | −4,181−5.0% | Reduced |
| Pictet & Cie (Europe) SA | 79,800 | $6.41M | 0.22% | −3,771−4.5% | Reduced |
| Amica Mutual Insurance Co | 78,482 | $6.30M | 0.74% | 00.0% | Unchanged |
| Longbow Finance SA | 78,378 | $6.29M | 0.76% | −220−0.3% | Reduced |
| Lincoln Capital LLC | 78,052 | $6.27M | 1.65% | +1,373+1.8% | Added |
| Osborne Partners Capital Management, LLC | 77,023 | $6.19M | 0.46% | +483+0.6% | Added |
| Trexquant Investment LP | 76,986 | $6.18M | 0.16% | +8,048+11.7% | Added |
| Engineers Gate Manager LP | 75,945 | $6.10M | 0.23% | +3,275+4.5% | Added |
| Keybank National Association | 74,613 | $5.99M | 0.03% | −1,888−2.5% | Reduced |
| Delta Asset Management LLC | 74,402 | $5.98M | 0.62% | +1,441+2.0% | Added |
| Caisse de Depot Et Placement du Quebec | 74,258 | $5.96M | 0.02% | −23,491−24.0% | Reduced |
| Calamos Advisors LLC | 74,039 | $5.95M | 0.03% | +1,264+1.7% | Added |
| First Republic Investment Management, Inc. | 73,605 | $5.91M | 0.02% | −10,085−12.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 71,980 | $5.78M | 0.01% | −967−1.3% | Reduced |
| Czech National Bank | 71,965 | $5.78M | 0.09% | +23,061+47.2% | Added |
| Citadel Advisors LLC | 71,418 | $5.74M | 0.01% | +4,472+6.7% | Added |
| Truist Financial Corp | 71,257 | $5.72M | 0.01% | −1,379−1.9% | Reduced |
| Utah Retirement Systems | 71,052 | $5.71M | 0.08% | +200+0.3% | Added |
| Peapack Gladstone Financial Corp | 70,453 | $5.66M | 0.10% | −325−0.5% | Reduced |
| Yousif Capital Management, LLC | 69,298 | $5.57M | 0.07% | −2,326−3.2% | Reduced |
| Ethic Inc. | 68,962 | $5.54M | 0.19% | +13,624+24.6% | Added |
| First Manhattan Co | 68,392 | $5.49M | 0.02% | −16,968−19.9% | Reduced |
| HRT Financial LP | 67,777 | $5.44M | 0.05% | +42,021+163.2% | Added |
| Sawgrass Asset Management LLC | 67,484 | $5.42M | 0.66% | +67,484 | New |
| Mirae Asset Global Investments Co., Ltd. | 67,395 | $5.41M | 0.01% | +2,802+4.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 66,339 | $5.33M | 0.01% | −20,000−23.2% | Reduced |
| MML Investors Services, LLC | 65,118 | $5.23M | 0.03% | +5,838+9.8% | Added |
| ProShare Advisors LLC | 64,202 | $5.16M | 0.02% | −3,655−5.4% | Reduced |
| New York Life Investment Management LLC | 63,832 | $5.13M | 0.06% | −648−1.0% | Reduced |
| Mariner, LLC | 63,499 | $5.10M | 0.01% | +5,861+10.2% | Added |
| Oregon Public Employees Retirement Fund | 63,248 | $5.08M | 0.07% | −14,100−18.2% | Reduced |
| Echo Street Capital Management LLC | 63,178 | $5.07M | 0.05% | +35,023+124.4% | Added |
| Public Employees Retirement Association of Colorado | 60,484 | $4.86M | 0.02% | −4,705−7.2% | Reduced |
| Achmea Investment Management B.V. | 60,448 | $4.85M | 0.11% | −14,964−19.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 60,056 | $4.82M | 0.46% | +60,056 | New |
| 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 |
| Mutual of America Capital Management LLC | 57,763 | $4.64M | 0.06% | −1,833−3.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 57,242 | $4.60M | 1.25% | +2,090+3.8% | Added |
| Sheets Smith Wealth Management | 57,047 | $4.58M | 0.70% | +765+1.4% | Added |
| ING Groep NV | 56,691 | $4.55M | 0.04% | −43,647−43.5% | Reduced |
| Xponance, Inc. | 55,824 | $4.48M | 0.06% | −823−1.5% | Reduced |
| Foyston, Gordon, & Payne Inc | 55,823 | $4.48M | 1.22% | +140.0% | Added |
| Diversified Trust Co | 55,555 | $4.46M | 0.17% | −1,733−3.0% | Reduced |
| Janney Montgomery Scott LLC | 55,434 | $4.45M | 0.02% | −1,857−3.2% | Reduced |
| BTC Capital Management, Inc. | 55,294 | $4.44M | 0.51% | +465+0.8% | Added |
| Graybill Bartz & Assoc Ltd | 54,501 | $4.38M | 2.14% | +658+1.2% | Added |
| Granite Bay Wealth Management, LLC | 50,400 | $4.31M | 0.04% | +50,400 | New |
| Intech Investment Management LLC | 53,052 | $4.26M | 0.06% | −16,787−24.0% | Reduced |
| Erste Asset Management GmbH | 52,861 | $4.25M | 0.07% | +3,398+6.9% | Added |
| Captrust Financial Advisors | 52,358 | $4.20M | 0.02% | +3,631+7.5% | Added |
| Chartwell Investment Partners, LLC | 50,227 | $4.03M | 0.16% | +1,238+2.5% | Added |
| Scotia Capital Inc. | 49,863 | $4.00M | 0.03% | +488+1.0% | Added |
| Vontobel Holding Ltd. | 49,798 | $4.00M | 0.04% | −329−0.7% | Reduced |
| Kanawha Capital Management LLC | 48,833 | $3.92M | 0.38% | −328−0.7% | Reduced |
| Lifeworks Advisors, LLC | 48,312 | $3.88M | 1.51% | −1,682−3.4% | Reduced |
| Wesleyan Assurance Society | 48,100 | $3.86M | 0.43% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 47,925 | $3.85M | 0.16% | −663−1.4% | Reduced |
| William Allan, LLC | 47,497 | $3.81M | 3.02% | −751−1.6% | Reduced |
| Cohen Capital Management, Inc. | 47,394 | $3.81M | 0.78% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 46,599 | $3.74M | 0.02% | −20,292−30.3% | Reduced |
| Crossmark Global Holdings, Inc. | 46,553 | $3.74M | 0.08% | +3,320+7.7% | Added |
| Aureus Asset Management, LLC | 45,336 | $3.64M | 0.29% | −3,259−6.7% | Reduced |
| Public Sector Pension Investment Board | 44,105 | $3.54M | 0.03% | +4,530+11.4% | Added |
| Abn Amro Investment Solutions | 43,980 | $3.53M | 0.07% | +12,745+40.8% | Added |
| TCW Group Inc | 43,771 | $3.52M | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 42,951 | $3.45M | 0.14% | +353+0.8% | Added |
| Regions Financial Corp | 42,911 | $3.45M | 0.03% | −350−0.8% | Reduced |
| Fiduciary Trust Co | 42,762 | $3.43M | 0.06% | −4,261−9.1% | Reduced |
| SG Americas Securities, LLC | 41,963 | $3.37M | 0.05% | +4,287+11.4% | Added |
| Cacti Asset Management LLC | 39,975 | $3.21M | 0.31% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 39,348 | $3.16M | 1.74% | +4,853+14.1% | Added |
| Okabena Investment Services Inc | 38,702 | $3.11M | 2.42% | −5,102−11.6% | Reduced |
| Financial Advisors Network, Inc. | 38,250 | $3.07M | 0.69% | +38,250 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37,866 | $3.04M | 0.05% | +3,347+9.7% | Added |
| Wealthfront Advisers LLC | 37,740 | $3.03M | 0.01% | +3,977+11.8% | Added |