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 |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 37,649 | $3.02M | 0.09% | −4,165−10.0% | Reduced |
| British Columbia Investment Management Corp | 37,607 | $3.02M | 0.03% | +393+1.1% | Added |
| Thrivent Financial for Lutherans | 37,583 | $3.02M | 0.01% | +19,989+113.6% | Added |
| Teachers Retirement System of the State of Kentucky | 37,477 | $3.01M | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 37,405 | $3.00M | 0.01% | −3,369−8.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 37,273 | $2.99M | 0.00% | +21,673+138.9% | Added |
| Richard Bernstein Advisors LLC | 36,934 | $2.97M | 0.07% | +36,934 | New |
| Baird Financial Group, Inc. | 36,457 | $2.93M | 0.01% | +2,210+6.5% | Added |
| Swiss Life Asset Management Ltd | 36,276 | $2.91M | 0.05% | −240−0.7% | Reduced |
| Daiwa Securities Group Inc. | 35,216 | $2.83M | 0.02% | +2,871+8.9% | Added |
| 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 |
| FORA Capital, LLC | 35,037 | $2.81M | 0.25% | +35,037 | New |
| Mackenzie Financial Corp | 35,204 | $2.80M | 0.00% | +1,000+2.9% | Added |
| Elo Mutual Pension Insurance Co | 34,591 | $2.78M | 0.09% | +584+1.7% | Added |
| Kentucky Retirement Systems | 34,398 | $2.76M | 0.10% | +1,168+3.5% | Added |
| Wesbanco Bank Inc | 33,566 | $2.70M | 0.12% | −1,568−4.5% | Reduced |
| AdvisorShares Investments LLC | 33,517 | $2.69M | 0.72% | +1,936+6.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 33,323 | $2.68M | 0.01% | +33,323 | New |
| Pacer Advisors, Inc. | 33,043 | $2.65M | 0.01% | +1,422+4.5% | Added |
| Circle Wealth Management, LLC | 32,819 | $2.64M | 0.07% | +32,819 | New |
| Rafferty Asset Management, LLC | 32,744 | $2.63M | 0.02% | +2,848+9.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,733 | $2.63M | 0.01% | −218−0.7% | Reduced |
| Tocqueville Asset Management L.P. | 32,194 | $2.59M | 0.05% | +100.0% | Added |
| QRG Capital Management, Inc. | 32,186 | $2.58M | 0.04% | +32,186 | New |
| Pearl River Capital, LLC | 31,669 | $2.54M | 0.40% | +14,817+87.9% | Added |
| Maryland State Retirement & Pension System | 31,566 | $2.54M | 0.06% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 31,346 | $2.52M | 0.03% | +31,346 | New |
| Shelter Mutual Insurance Co | 31,200 | $2.51M | 0.70% | 00.0% | Unchanged |
| Seascape Capital Management | 31,133 | $2.50M | 1.18% | +206+0.7% | Added |
| Rockefeller Capital Management L.P. | 30,847 | $2.48M | 0.01% | +11,209+57.1% | Added |
| M. Kraus & Co | 30,659 | $2.46M | 0.87% | −324−1.0% | Reduced |
| Sandy Spring Bank | 30,547 | $2.45M | 0.14% | −1,038−3.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 30,370 | $2.44M | 0.05% | 00.0% | Unchanged |
| AMG National Trust Bank | 29,888 | $2.40M | 0.08% | −369−1.2% | Reduced |
| Pathstone Family Office, LLC | 29,460 | $2.39M | 0.02% | +19,826+205.8% | Added |
| Securian Asset Management, Inc | 29,546 | $2.37M | 0.07% | −4,099−12.2% | Reduced |
| Cloverfields Capital Group, LP | 29,387 | $2.36M | 1.06% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 29,307 | $2.35M | 0.11% | −2,000−6.4% | Reduced |
| Close Asset Management Ltd | 29,135 | $2.34M | 0.12% | +208+0.7% | Added |
| Ingalls & Snyder LLC | 28,840 | $2.32M | 0.11% | −4,795−14.3% | Reduced |
| Evercore Wealth Management, LLC | 28,366 | $2.28M | 0.04% | +702+2.5% | Added |
| Hartford Investment Management Co | 28,036 | $2.25M | 0.09% | −941−3.2% | Reduced |
| Canandaigua National Bank & Trust Co | 28,015 | $2.25M | 0.36% | −125−0.4% | Reduced |
| Brown Brothers Harriman & Co | 27,796 | $2.23M | 0.02% | −226−0.8% | Reduced |
| Private Advisor Group, LLC | 27,757 | $2.23M | 0.02% | +1,212+4.6% | Added |
| Qsemble Capital Management, LP | 27,500 | $2.21M | 0.41% | +27,500 | New |
| Sherbrooke Park Advisers LLC | 27,258 | $2.19M | 0.70% | +27,258 | New |
| JustInvest LLC | 27,158 | $2.18M | 0.07% | +1,684+6.6% | Added |
| JB Capital LLC | 26,443 | $2.12M | 0.18% | +360+1.4% | Added |
| Silvercrest Asset Management Group LLC | 26,146 | $2.10M | 0.02% | −232−0.9% | Reduced |
| Aigen Investment Management, LP | 26,059 | $2.09M | 0.39% | +26,059 | New |
| Rockland Trust Co | 25,771 | $2.07M | 0.12% | −2,098−7.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,500 | $2.05M | 1.44% | +12,000+88.9% | Added |
| Louisiana State Employees Retirement System | 25,500 | $2.05M | 0.05% | −100−0.4% | Reduced |
| Everence Capital Management Inc | 25,430 | $2.04M | 0.16% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 25,097 | $2.02M | 0.08% | −330−1.3% | Reduced |
| Liberty Capital Management, Inc. | 24,756 | $1.99M | 0.59% | +17+0.1% | Added |
| Atlantic Union Bankshares Corp | 24,702 | $1.98M | 0.20% | +3,179+14.8% | Added |
| Avantax Advisory Services, Inc. | 24,222 | $1.95M | 0.02% | −474−1.9% | Reduced |
| Mount Capital Ltd | 24,180 | $1.94M | 0.83% | −57,420−70.4% | Reduced |
| Verition Fund Management LLC | 24,071 | $1.93M | 0.03% | +20,851+647.5% | Added |
| Goodman Advisory Group, LLC | 23,564 | $1.89M | 0.71% | +23,564 | New |
| O'Shaughnessy Asset Management, LLC | 22,924 | $1.84M | 0.03% | −2,609−10.2% | Reduced |
| CIBC World Markets Corp | 22,726 | $1.83M | 0.02% | −25,720−53.1% | Reduced |
| Tiaa Trust, National Association | 22,360 | $1.80M | 0.01% | +22,360 | New |
| Shell Asset Management Co | 22,168 | $1.78M | 0.07% | −505−2.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 22,069 | $1.77M | 0.38% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 22,003 | $1.77M | 0.03% | −79,918−78.4% | Reduced |
| Guggenheim Capital LLC | 21,798 | $1.75M | 0.02% | +7,423+51.6% | Added |
| YHB Investment Advisors, Inc. | 21,732 | $1.75M | 0.16% | −290−1.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 21,613 | $1.74M | 0.21% | +4,850+28.9% | Added |
| New Mexico Educational Retirement Board | 21,508 | $1.73M | 0.07% | +1,400+7.0% | Added |
| Tilt Investment Management Holdings, PBC | 21,454 | $1.72M | 1.23% | 00.0% | Unchanged |
| Tufton Capital Management | 21,271 | $1.71M | 0.38% | −5,164−19.5% | Reduced |
| Desjardins Global Asset Management Inc. | 21,158 | $1.70M | 0.18% | −371−1.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 21,127 | $1.70M | 0.15% | −514−2.4% | Reduced |
| Boston Financial Mangement LLC | 20,908 | $1.68M | 0.06% | −377−1.8% | Reduced |
| CIBC World Markets Inc. | 20,897 | $1.68M | 0.01% | +541+2.7% | Added |
| Savant Capital, LLC | 20,807 | $1.67M | 0.02% | −1,118−5.1% | Reduced |
| Cetera Advisor Networks LLC | 20,517 | $1.65M | 0.01% | −485−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,403 | $1.64M | 0.03% | +344+1.7% | Added |
| Teza Capital Management LLC | 20,307 | $1.63M | 0.27% | +11,924+142.2% | Added |
| Essex Financial Services, Inc. | 20,152 | $1.62M | 0.19% | +2,856+16.5% | Added |
| Cresset Asset Management, LLC | 20,047 | $1.61M | 0.01% | +2,180+12.2% | Added |
| Pinnacle Associates Ltd | 19,843 | $1.59M | 0.03% | −1,244−5.9% | Reduced |
| Huntington National Bank | 19,625 | $1.58M | 0.02% | −1,013−4.9% | Reduced |
| Toroso Investments, LLC | 19,548 | $1.57M | 0.05% | +1,819+10.3% | Added |
| Liontrust Investment Partners LLP | 19,530 | $1.57M | 0.03% | +19,530 | New |
| Alps Advisors Inc | 19,191 | $1.54M | 0.01% | +2,257+13.3% | Added |
| Tower Research Capital LLC (TRC) | 18,974 | $1.52M | 0.05% | +2,957+18.5% | Added |
| Whittier Trust Co of Nevada Inc | 18,896 | $1.52M | 0.05% | −462−2.4% | Reduced |
| Systematic Alpha Investments, LLC | 18,610 | $1.49M | 0.07% | 00.0% | Unchanged |
| Zacks Investment Management | 18,338 | $1.47M | 0.02% | +660+3.7% | Added |
| E. Ohman J:or Asset Management AB | 18,000 | $1.45M | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 17,990 | $1.44M | 0.01% | −4,334−19.4% | Reduced |
| Graham Capital Management, L.P. | 17,943 | $1.44M | 0.04% | +17,943 | New |
| Fifth Third Bancorp | 17,852 | $1.43M | 0.01% | +740+4.3% | Added |
| Beacon Pointe Advisors, LLC | 17,751 | $1.43M | 0.02% | +7,223+68.6% | Added |
| Dearborn Partners LLC | 17,661 | $1.42M | 0.06% | −47−0.3% | Reduced |