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, Q4 2023
Institutional positions in Otis Worldwide Corp as of Dec 31, 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
- 1,190
- +105 vs. Q3 2023
- Shares held
- 356.7M
- −73.8K (0.0%) vs. Q3 2023
- Total value
- $31.9B
- +$3.22B (+11.2%) vs. Q3 2023
- New holders
- 163
- 324 more added
- Sold out
- 58
- 478 more reduced
14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aureus Asset Management, LLC | 43,847 | $3.92M | 0.29% | −1,489−3.3% | Reduced |
| Holocene Advisors, LP | 44,691 | $4.00M | 0.02% | +28,580+177.4% | Added |
| Glenmede Trust Co NA | 44,692 | $4.00M | 0.02% | −1,907−4.1% | Reduced |
| Crossmark Global Holdings, Inc. | 45,549 | $4.08M | 0.08% | −1,004−2.2% | Reduced |
| Mercer Global Advisors Inc | 46,710 | $4.18M | 0.01% | +9,305+24.9% | Added |
| William Allan, LLC | 46,817 | $4.19M | 3.00% | −680−1.4% | Reduced |
| Granite Bay Wealth Management, LLC | 50,400 | $4.19M | 0.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 46,982 | $4.20M | 0.01% | +46,982 | New |
| Clifford Swan Investment Counsel LLC | 47,120 | $4.22M | 0.16% | −805−1.7% | Reduced |
| British Columbia Investment Management Corp | 47,393 | $4.24M | 0.03% | +9,786+26.0% | Added |
| Cohen Capital Management, Inc. | 47,394 | $4.24M | 0.81% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 47,664 | $4.26M | 0.39% | −1,169−2.4% | Reduced |
| Wesleyan Assurance Society | 48,100 | $4.30M | 0.43% | 00.0% | Unchanged |
| ING Groep NV | 48,129 | $4.31M | 0.03% | −8,562−15.1% | Reduced |
| TCW Group Inc | 48,593 | $4.35M | 0.05% | +4,822+11.0% | Added |
| Varma Mutual Pension Insurance Co | 49,480 | $4.43M | 0.05% | +49,480 | New |
| Scotia Capital Inc. | 49,556 | $4.43M | 0.03% | −307−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 49,785 | $4.45M | 0.01% | +12,512+33.6% | Added |
| Nomura Holdings Inc | 51,066 | $4.57M | 0.04% | +51,066 | New |
| Captrust Financial Advisors | 51,387 | $4.60M | 0.02% | −971−1.9% | Reduced |
| Teacher Retirement System of Texas | 51,699 | $4.63M | 0.03% | −87,268−62.8% | Reduced |
| Lifeworks Advisors, LLC | 51,952 | $4.65M | 1.60% | +3,640+7.5% | Added |
| CIBC World Markets Corp | 52,752 | $4.72M | 0.03% | +30,026+132.1% | Added |
| Graybill Bartz & Assoc Ltd | 53,504 | $4.79M | 2.12% | −997−1.8% | Reduced |
| Brinker Capital Investments, LLC | 55,754 | $4.88M | 0.06% | −4,056−6.8% | Reduced |
| Orion Portfolio Solutions, LLC | 55,754 | $4.88M | 0.06% | −4,056−6.8% | Reduced |
| Janney Montgomery Scott LLC | 54,832 | $4.91M | 0.02% | −602−1.1% | Reduced |
| Mutual of America Capital Management LLC | 54,914 | $4.91M | 0.06% | −2,849−4.9% | Reduced |
| Xponance, Inc. | 55,953 | $5.01M | 0.06% | +129+0.2% | Added |
| Achmea Investment Management B.V. | 56,284 | $5.04M | 0.10% | −4,164−6.9% | Reduced |
| Foyston, Gordon, & Payne Inc | 56,762 | $5.08M | 1.28% | +939+1.7% | Added |
| Sheets Smith Wealth Management | 57,047 | $5.10M | 0.73% | 00.0% | Unchanged |
| First Manhattan Co | 57,451 | $5.14M | 0.02% | −10,941−16.0% | Reduced |
| ProShare Advisors LLC | 58,617 | $5.24M | 0.02% | −5,585−8.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 58,911 | $5.27M | 1.33% | +1,669+2.9% | Added |
| Public Employees Retirement Association of Colorado | 59,516 | $5.33M | 0.02% | −968−1.6% | Reduced |
| Chartwell Investment Partners, LLC | 59,983 | $5.37M | 0.19% | +9,756+19.4% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 60,553 | $5.42M | 0.48% | +497+0.8% | Added |
| D. E. Shaw & Co., Inc. | 61,562 | $5.51M | 0.01% | −242,599−79.8% | Reduced |
| Worldquant Millennium Advisors LLC | 61,685 | $5.52M | 0.08% | −101,524−62.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 62,462 | $5.59M | 0.01% | −9,518−13.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 62,759 | $5.62M | 0.01% | −4,636−6.9% | Reduced |
| Tower Research Capital LLC (TRC) | 62,935 | $5.63M | 0.07% | +43,961+231.7% | Added |
| New York Life Investment Management LLC | 63,894 | $5.72M | 0.06% | +62+0.1% | Added |
| Sawgrass Asset Management LLC | 65,337 | $5.85M | 0.66% | −2,147−3.2% | Reduced |
| Mariner, LLC | 66,090 | $5.91M | 0.01% | +2,591+4.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 66,339 | $5.94M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 66,460 | $5.95M | 0.07% | −2,838−4.1% | Reduced |
| Ethic Inc. | 66,571 | $5.96M | 0.18% | −2,391−3.5% | Reduced |
| Gateway Investment Advisers LLC | 67,316 | $6.02M | 0.07% | −16,734−19.9% | Reduced |
| Keybank National Association | 68,973 | $6.17M | 0.03% | −5,640−7.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 69,624 | $6.23M | 0.08% | −15,800−18.5% | Reduced |
| Peapack Gladstone Financial Corp | 69,917 | $6.25M | 0.11% | −536−0.8% | Reduced |
| Truist Financial Corp | 70,482 | $6.31M | 0.01% | −775−1.1% | Reduced |
| Bradley Foster & Sargent Inc | 70,607 | $6.32M | 0.12% | −4,937−6.5% | Reduced |
| Utah Retirement Systems | 71,452 | $6.39M | 0.08% | +400+0.6% | Added |
| Czech National Bank | 71,680 | $6.41M | 0.09% | −285−0.4% | Reduced |
| MML Investors Services, LLC | 72,262 | $6.46M | 0.03% | +7,144+11.0% | Added |
| Pacer Advisors, Inc. | 72,361 | $6.47M | 0.02% | +39,318+119.0% | Added |
| Calamos Advisors LLC | 72,489 | $6.49M | 0.03% | −1,550−2.1% | Reduced |
| Van Eck Associates Corp | 72,859 | $6.52M | 0.01% | +72,859 | New |
| Delta Asset Management LLC | 73,148 | $6.54M | 0.62% | −1,254−1.7% | Reduced |
| Swiss Life Asset Management Ltd | 74,132 | $6.64M | 0.08% | +37,856+104.4% | Added |
| Pictet & Cie (Europe) SA | 76,401 | $6.84M | 0.20% | −3,399−4.3% | Reduced |
| Lincoln Capital LLC | 77,726 | $6.96M | 1.70% | −326−0.4% | Reduced |
| Osborne Partners Capital Management, LLC | 77,860 | $6.97M | 0.46% | +837+1.1% | Added |
| EFG Asset Management (Americas) Corp. | 77,997 | $6.98M | 1.51% | −3,131−3.9% | Reduced |
| Amica Mutual Insurance Co | 78,482 | $7.02M | 0.76% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 79,852 | $7.14M | 0.07% | −9,975−11.1% | Reduced |
| Windward Capital Management Co | 81,401 | $7.28M | 0.63% | −142−0.2% | Reduced |
| Longbow Finance SA | 82,034 | $7.34M | 0.75% | +3,656+4.7% | Added |
| IFM Investors Pty Ltd | 82,882 | $7.42M | 0.09% | 00.0% | Unchanged |
| Texas Permanent School Fund | 83,809 | $7.50M | 0.06% | −526−0.6% | Reduced |
| Schwartz Investment Counsel Inc | 85,000 | $7.60M | 0.30% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 85,367 | $7.64M | 0.24% | −88−0.1% | Reduced |
| Janus Henderson Group PLC | 85,545 | $7.66M | 0.00% | +4,257+5.2% | Added |
| Gotham Asset Management, LLC | 85,671 | $7.66M | 0.14% | −43,789−33.8% | Reduced |
| Jefferies Financial Group Inc. | 86,434 | $7.73M | 0.12% | −424−0.5% | Reduced |
| State of Alaska, Department of Revenue | 87,506 | $7.83M | 0.09% | −1,870−2.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 89,622 | $8.02M | 0.06% | +6,833+8.3% | Added |
| Retirement Systems of Alabama | 90,196 | $8.07M | 0.03% | −2,903−3.1% | Reduced |
| Cloverfields Capital Group, LP | 91,737 | $8.21M | 3.22% | +62,350+212.2% | Added |
| Allspring Global Investments Holdings, LLC | 93,728 | $8.39M | 0.01% | −167,585−64.1% | Reduced |
| Stifel Financial Corp | 94,435 | $8.45M | 0.01% | −513−0.5% | Reduced |
| Trium Capital LLP | 95,039 | $8.50M | 0.69% | +2,094+2.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 95,257 | $8.52M | 0.05% | −9,495−9.1% | Reduced |
| Allied Investment Advisors, LLC | 97,925 | $8.76M | 2.38% | +1,318+1.4% | Added |
| Allianz Asset Management GmbH | 98,480 | $8.81M | 0.02% | +10,652+12.1% | Added |
| Commerce Bank | 100,127 | $8.96M | 0.06% | −4,183−4.0% | Reduced |
| MetLife Investment Management | 100,432 | $8.99M | 0.06% | −2,455−2.4% | Reduced |
| Forsta Ap-Fonden | 101,000 | $9.04M | 0.09% | −4,800−4.5% | Reduced |
| Amalgamated Bank | 103,339 | $9.25M | 0.07% | −7,929−7.1% | Reduced |
| Advisor Group Holdings, Inc. | 104,146 | $9.32M | 0.02% | −34,800−25.0% | Reduced |
| Anchor Capital Advisors LLC | 106,516 | $9.53M | 0.25% | −3,020−2.8% | Reduced |
| Connecticut Wealth Management, LLC | 107,402 | $9.61M | 0.55% | +330.0% | Added |
| American International Group, Inc. | 109,475 | $9.79M | 0.04% | +292+0.3% | Added |
| State of Tennessee, Treasury Department | 111,294 | $9.96M | 0.04% | −14,066−11.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 111,359 | $9.96M | 0.16% | −1,284−1.1% | Reduced |
| Comerica Bank | 111,823 | $10.0M | 0.05% | −1,842−1.6% | Reduced |
| State of Michigan Retirement System | 112,007 | $10.0M | 0.06% | −900−0.8% | Reduced |