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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 387,312 | $34.7M | 0.04% | +16,787+4.5% | Added |
| Bahl & Gaynor Inc | 382,036 | $34.2M | 0.21% | −4,426−1.1% | Reduced |
| New York State Teachers Retirement System | 377,680 | $33.8M | 0.08% | −47,271−11.1% | Reduced |
| HM Payson & Co | 342,868 | $30.7M | 0.64% | −515,829−60.1% | Reduced |
| Clean Energy Transition LLP | 339,075 | $30.3M | 3.01% | +339,075 | New |
| First Trust Advisors LP | 333,240 | $29.8M | 0.03% | −66,142−16.6% | Reduced |
| Prudential Financial Inc | 331,801 | $29.4M | 0.04% | −57,360−14.7% | Reduced |
| Nissay Asset Management Corp | 324,928 | $29.1M | 0.23% | +39,154+13.7% | Added |
| Victory Capital Management Inc | 319,864 | $28.6M | 0.03% | −40,112−11.1% | Reduced |
| Ofi Invest Asset Management | 351,844 | $28.5M | 0.96% | −3,447−1.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 311,864 | $27.9M | 0.07% | +8,971+3.0% | Added |
| Welch & Forbes LLC | 302,034 | $27.0M | 0.41% | −3,785−1.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 300,208 | $26.9M | 0.27% | −2,670−0.9% | Reduced |
| Millennium Management LLC | 298,246 | $26.7M | 0.03% | −331,487−52.6% | Reduced |
| Ameriprise Financial Inc | 286,991 | $25.7M | 0.01% | −22,856−7.4% | Reduced |
| Prio Wealth Limited Partnership | 286,989 | $25.7M | 0.88% | +1,369+0.5% | Added |
| Candriam Luxembourg S.C.A. | 285,010 | $25.5M | 0.18% | −36,698−11.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 282,506 | $25.3M | 1.57% | +49,329+21.2% | Added |
| Banque Pictet & Cie SA | 279,527 | $25.0M | 0.28% | −46,074−14.2% | Reduced |
| Susquehanna International Group, LLP | 272,553 | $24.4M | 0.04% | +117,703+76.0% | Added |
| Border to Coast Pensions Partnership Ltd | 260,719 | $23.3M | 0.57% | 00.0% | Unchanged |
| Equitable Trust Co | 246,488 | $22.1M | 1.66% | −5,199−2.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 239,781 | $21.5M | 0.05% | −16,755−6.5% | Reduced |
| Toronto Dominion Bank | 234,512 | $21.0M | 0.03% | +26,149+12.5% | Added |
| Nippon Life Global Investors Americas, Inc. | 232,155 | $20.8M | 1.16% | +26,030+12.6% | Added |
| Handelsbanken Fonder AB | 232,094 | $20.8M | 0.10% | +98,486+73.7% | Added |
| Man Group plc | 230,018 | $20.6M | 0.06% | – | – |
| Chevy Chase Trust Holdings, Inc. | 230,000 | $20.6M | 0.07% | −2,819−1.2% | Reduced |
| US Bancorp | 225,753 | $20.2M | 0.03% | −6,366−2.7% | Reduced |
| J. Stern & Co. LLP | 225,188 | $19.9M | 3.63% | +225,188 | New |
| State of New Jersey Common Pension Fund D | 222,461 | $19.9M | 0.07% | −2,099−0.9% | Reduced |
| Factory Mutual Insurance Co | 217,300 | $19.4M | 0.24% | 00.0% | Unchanged |
| Swedbank AB | 212,917 | $19.0M | 0.03% | +1,000+0.5% | Added |
| Davidson Investment Advisors | 211,794 | $18.9M | 1.09% | +3,990+1.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 211,161 | $18.9M | 0.24% | −58,693−21.7% | Reduced |
| Degroof Petercam Asset Management | 210,553 | $18.8M | 0.25% | +210,553 | New |
| CI Private Wealth, LLC | 208,884 | $18.7M | 0.03% | −10,862−4.9% | Reduced |
| Brown Advisory Inc | 208,387 | $18.6M | 0.03% | −56,213−21.2% | Reduced |
| Jane Street Group, LLC | 207,285 | $18.5M | 0.02% | +73,545+55.0% | Added |
| SEI Investments Co | 202,837 | $18.1M | 0.03% | −36,916−15.4% | Reduced |
| Raymond James & Associates | 198,108 | $17.7M | 0.01% | −22,691−10.3% | Reduced |
| Standard Life Aberdeen plc | 197,807 | $17.7M | 0.04% | +72,329+57.6% | Added |
| Mn Services Vermogensbeheer B.V. | 192,800 | $17.3M | 0.16% | −7,300−3.6% | Reduced |
| Kempen Capital Management N.V. | 188,972 | $16.9M | 0.24% | +188,972 | New |
| Illinois Municipal Retirement Fund | 185,300 | $16.6M | 0.28% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 183,461 | $16.4M | 0.08% | +1,790+1.0% | Added |
| Trexquant Investment LP | 181,581 | $16.2M | 0.37% | +104,595+135.9% | Added |
| Royal London Asset Management Ltd | 180,701 | $16.2M | 0.05% | +2,715+1.5% | Added |
| Public Employees Retirement System of Ohio | 179,499 | $16.1M | 0.06% | +3,188+1.8% | Added |
| Korea Investment CORP | 179,012 | $16.0M | 0.04% | −158,061−46.9% | Reduced |
| Storebrand Asset Management AS | 176,697 | $15.8M | 0.06% | +19,181+12.2% | Added |
| Carnegie Capital Asset Management, LLC | 171,880 | $15.4M | 0.53% | +346+0.2% | Added |
| Banco Santander, S.A. | 171,256 | $15.3M | 0.18% | +13,711+8.7% | Added |
| Citadel Advisors LLC | 170,271 | $15.2M | 0.02% | +98,853+138.4% | Added |
| PGGM Investments | 170,081 | $15.2M | 0.23% | −1,586−0.9% | Reduced |
| National Bank of Canada | 170,041 | $15.0M | 0.03% | −120,431−41.5% | Reduced |
| Franklin Resources Inc | 164,639 | $14.7M | 0.01% | −17,220−9.5% | Reduced |
| APG Asset Management N.V. | 179,446 | $14.5M | 0.03% | +10,882+6.5% | Added |
| AXA S.A. | 162,443 | $14.5M | 0.05% | −12,552−7.2% | Reduced |
| Asset Management One Co.,Ltd. | 160,745 | $14.4M | 0.06% | −3,321−2.0% | Reduced |
| TD Asset Management Inc | 158,256 | $14.2M | 0.01% | +11,664+8.0% | Added |
| AQR Capital Management LLC | 156,911 | $14.0M | 0.03% | −64,844−29.2% | Reduced |
| Copeland Capital Management, LLC | 156,117 | $14.0M | 0.28% | −3,571−2.2% | Reduced |
| Natixis Advisors, L.P. | 154,629 | $13.8M | 0.04% | +12,083+8.5% | Added |
| M&T Bank Corp | 154,191 | $13.8M | 0.05% | −3,399−2.2% | Reduced |
| Canada Pension Plan Investment Board | 153,580 | $13.7M | 0.02% | −73,100−32.2% | Reduced |
| Commonwealth Equity Services, LLC | 151,352 | $13.5M | 0.02% | −3,424−2.2% | Reduced |
| Creative Planning | 149,383 | $13.4M | 0.02% | +5,873+4.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 147,509 | $13.2M | 1.79% | +1,417+1.0% | Added |
| DekaBank Deutsche Girozentrale | 146,545 | $13.1M | 0.03% | +24,748+20.3% | Added |
| Nomura Asset Management Co Ltd | 145,812 | $13.0M | 0.05% | +2,361+1.6% | Added |
| CIBC Asset Management Inc | 144,536 | $12.9M | 0.05% | +32,886+29.5% | Added |
| Vident Advisory, LLC | 141,390 | $12.7M | 0.32% | +136,739+2,940.0% | Added |
| Assenagon Asset Management S.A. | 135,428 | $12.1M | 0.04% | +30,530+29.1% | Added |
| Andra AP-fonden | 133,334 | $11.9M | 0.63% | −26,100−16.4% | Reduced |
| MAI Capital Management | 125,609 | $11.2M | 0.15% | −2,568−2.0% | Reduced |
| Nisa Investment Advisors, LLC | 125,293 | $11.2M | 0.08% | −491−0.4% | Reduced |
| LPL Financial LLC | 124,552 | $11.1M | 0.01% | +7,460+6.4% | Added |
| DnB Asset Management AS | 122,515 | $11.0M | 0.06% | +2,847+2.4% | Added |
| Prospector Partners LLC | 121,415 | $10.9M | 1.37% | 00.0% | Unchanged |
| Bank of Nova Scotia | 120,905 | $10.8M | 0.02% | +24,595+25.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 117,127 | $10.5M | 0.12% | −2,004−1.7% | Reduced |
| SG Americas Securities, LLC | 115,993 | $10.4M | 0.11% | +74,030+176.4% | Added |
| Arizona State Retirement System | 115,843 | $10.4M | 0.08% | −1,140−1.0% | Reduced |
| Federated Hermes, Inc. | 115,776 | $10.4M | 0.03% | +7,557+7.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $10.3M | 0.11% | 00.0% | Unchanged |
| Meyer Handelman Co | 113,592 | $10.2M | 0.40% | +2,450+2.2% | Added |
| United Capital Financial Advisers, LLC | 112,983 | $10.1M | 0.08% | −6,798−5.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 112,713 | $10.1M | 0.04% | +1,280+1.1% | Added |
| State of Michigan Retirement System | 112,007 | $10.0M | 0.06% | −900−0.8% | Reduced |
| Comerica Bank | 111,823 | $10.0M | 0.05% | −1,842−1.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 111,359 | $9.96M | 0.16% | −1,284−1.1% | Reduced |
| State of Tennessee, Treasury Department | 111,294 | $9.96M | 0.04% | −14,066−11.2% | Reduced |
| American International Group, Inc. | 109,475 | $9.79M | 0.04% | +292+0.3% | Added |
| Connecticut Wealth Management, LLC | 107,402 | $9.61M | 0.55% | +330.0% | Added |
| Anchor Capital Advisors LLC | 106,516 | $9.53M | 0.25% | −3,020−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 104,146 | $9.32M | 0.02% | −34,800−25.0% | Reduced |
| Amalgamated Bank | 103,339 | $9.25M | 0.07% | −7,929−7.1% | Reduced |
| Forsta Ap-Fonden | 101,000 | $9.04M | 0.09% | −4,800−4.5% | Reduced |
| MetLife Investment Management | 100,432 | $8.99M | 0.06% | −2,455−2.4% | Reduced |