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 |
|---|---|---|---|---|---|
| Commerce Bank | 100,127 | $8.96M | 0.06% | −4,183−4.0% | Reduced |
| Allianz Asset Management GmbH | 98,480 | $8.81M | 0.02% | +10,652+12.1% | Added |
| Allied Investment Advisors, LLC | 97,925 | $8.76M | 2.38% | +1,318+1.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 95,257 | $8.52M | 0.05% | −9,495−9.1% | Reduced |
| Trium Capital LLP | 95,039 | $8.50M | 0.69% | +2,094+2.3% | Added |
| Stifel Financial Corp | 94,435 | $8.45M | 0.01% | −513−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 93,728 | $8.39M | 0.01% | −167,585−64.1% | Reduced |
| Cloverfields Capital Group, LP | 91,737 | $8.21M | 3.22% | +62,350+212.2% | Added |
| Retirement Systems of Alabama | 90,196 | $8.07M | 0.03% | −2,903−3.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 89,622 | $8.02M | 0.06% | +6,833+8.3% | Added |
| State of Alaska, Department of Revenue | 87,506 | $7.83M | 0.09% | −1,870−2.1% | Reduced |
| Jefferies Financial Group Inc. | 86,434 | $7.73M | 0.12% | −424−0.5% | Reduced |
| Gotham Asset Management, LLC | 85,671 | $7.66M | 0.14% | −43,789−33.8% | Reduced |
| Janus Henderson Group PLC | 85,545 | $7.66M | 0.00% | +4,257+5.2% | Added |
| Antipodes Partners Ltd | 85,367 | $7.64M | 0.24% | −88−0.1% | Reduced |
| Schwartz Investment Counsel Inc | 85,000 | $7.60M | 0.30% | 00.0% | Unchanged |
| Texas Permanent School Fund | 83,809 | $7.50M | 0.06% | −526−0.6% | Reduced |
| IFM Investors Pty Ltd | 82,882 | $7.42M | 0.09% | 00.0% | Unchanged |
| Longbow Finance SA | 82,034 | $7.34M | 0.75% | +3,656+4.7% | Added |
| Windward Capital Management Co | 81,401 | $7.28M | 0.63% | −142−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 79,852 | $7.14M | 0.07% | −9,975−11.1% | Reduced |
| Amica Mutual Insurance Co | 78,482 | $7.02M | 0.76% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 77,997 | $6.98M | 1.51% | −3,131−3.9% | Reduced |
| Osborne Partners Capital Management, LLC | 77,860 | $6.97M | 0.46% | +837+1.1% | Added |
| Lincoln Capital LLC | 77,726 | $6.96M | 1.70% | −326−0.4% | Reduced |
| Pictet & Cie (Europe) SA | 76,401 | $6.84M | 0.20% | −3,399−4.3% | Reduced |
| Swiss Life Asset Management Ltd | 74,132 | $6.64M | 0.08% | +37,856+104.4% | Added |
| Delta Asset Management LLC | 73,148 | $6.54M | 0.62% | −1,254−1.7% | Reduced |
| Van Eck Associates Corp | 72,859 | $6.52M | 0.01% | +72,859 | New |
| Calamos Advisors LLC | 72,489 | $6.49M | 0.03% | −1,550−2.1% | Reduced |
| Pacer Advisors, Inc. | 72,361 | $6.47M | 0.02% | +39,318+119.0% | Added |
| MML Investors Services, LLC | 72,262 | $6.46M | 0.03% | +7,144+11.0% | Added |
| Czech National Bank | 71,680 | $6.41M | 0.09% | −285−0.4% | Reduced |
| Utah Retirement Systems | 71,452 | $6.39M | 0.08% | +400+0.6% | Added |
| Bradley Foster & Sargent Inc | 70,607 | $6.32M | 0.12% | −4,937−6.5% | Reduced |
| Truist Financial Corp | 70,482 | $6.31M | 0.01% | −775−1.1% | Reduced |
| Peapack Gladstone Financial Corp | 69,917 | $6.25M | 0.11% | −536−0.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 69,624 | $6.23M | 0.08% | −15,800−18.5% | Reduced |
| Keybank National Association | 68,973 | $6.17M | 0.03% | −5,640−7.6% | Reduced |
| Gateway Investment Advisers LLC | 67,316 | $6.02M | 0.07% | −16,734−19.9% | Reduced |
| Ethic Inc. | 66,571 | $5.96M | 0.18% | −2,391−3.5% | Reduced |
| Yousif Capital Management, LLC | 66,460 | $5.95M | 0.07% | −2,838−4.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 66,339 | $5.94M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 66,090 | $5.91M | 0.01% | +2,591+4.1% | Added |
| Sawgrass Asset Management LLC | 65,337 | $5.85M | 0.66% | −2,147−3.2% | Reduced |
| New York Life Investment Management LLC | 63,894 | $5.72M | 0.06% | +62+0.1% | Added |
| Tower Research Capital LLC (TRC) | 62,935 | $5.63M | 0.07% | +43,961+231.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 62,759 | $5.62M | 0.01% | −4,636−6.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 62,462 | $5.59M | 0.01% | −9,518−13.2% | Reduced |
| Worldquant Millennium Advisors LLC | 61,685 | $5.52M | 0.08% | −101,524−62.2% | Reduced |
| D. E. Shaw & Co., Inc. | 61,562 | $5.51M | 0.01% | −242,599−79.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 60,553 | $5.42M | 0.48% | +497+0.8% | Added |
| Chartwell Investment Partners, LLC | 59,983 | $5.37M | 0.19% | +9,756+19.4% | Added |
| Public Employees Retirement Association of Colorado | 59,516 | $5.33M | 0.02% | −968−1.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 58,911 | $5.27M | 1.33% | +1,669+2.9% | Added |
| ProShare Advisors LLC | 58,617 | $5.24M | 0.02% | −5,585−8.7% | Reduced |
| First Manhattan Co | 57,451 | $5.14M | 0.02% | −10,941−16.0% | Reduced |
| Sheets Smith Wealth Management | 57,047 | $5.10M | 0.73% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 56,762 | $5.08M | 1.28% | +939+1.7% | Added |
| Achmea Investment Management B.V. | 56,284 | $5.04M | 0.10% | −4,164−6.9% | Reduced |
| Xponance, Inc. | 55,953 | $5.01M | 0.06% | +129+0.2% | Added |
| Mutual of America Capital Management LLC | 54,914 | $4.91M | 0.06% | −2,849−4.9% | Reduced |
| Janney Montgomery Scott LLC | 54,832 | $4.91M | 0.02% | −602−1.1% | 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 |
| Graybill Bartz & Assoc Ltd | 53,504 | $4.79M | 2.12% | −997−1.8% | Reduced |
| CIBC World Markets Corp | 52,752 | $4.72M | 0.03% | +30,026+132.1% | Added |
| Lifeworks Advisors, LLC | 51,952 | $4.65M | 1.60% | +3,640+7.5% | Added |
| Teacher Retirement System of Texas | 51,699 | $4.63M | 0.03% | −87,268−62.8% | Reduced |
| Captrust Financial Advisors | 51,387 | $4.60M | 0.02% | −971−1.9% | Reduced |
| Nomura Holdings Inc | 51,066 | $4.57M | 0.04% | +51,066 | New |
| Northwestern Mutual Wealth Management Co | 49,785 | $4.45M | 0.01% | +12,512+33.6% | Added |
| Scotia Capital Inc. | 49,556 | $4.43M | 0.03% | −307−0.6% | Reduced |
| Varma Mutual Pension Insurance Co | 49,480 | $4.43M | 0.05% | +49,480 | New |
| TCW Group Inc | 48,593 | $4.35M | 0.05% | +4,822+11.0% | Added |
| ING Groep NV | 48,129 | $4.31M | 0.03% | −8,562−15.1% | Reduced |
| Wesleyan Assurance Society | 48,100 | $4.30M | 0.43% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 47,664 | $4.26M | 0.39% | −1,169−2.4% | Reduced |
| Cohen Capital Management, Inc. | 47,394 | $4.24M | 0.81% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 47,393 | $4.24M | 0.03% | +9,786+26.0% | Added |
| Clifford Swan Investment Counsel LLC | 47,120 | $4.22M | 0.16% | −805−1.7% | Reduced |
| BNP Paribas Arbitrage, SA | 46,982 | $4.20M | 0.01% | +46,982 | New |
| Granite Bay Wealth Management, LLC | 50,400 | $4.19M | 0.04% | 00.0% | Unchanged |
| William Allan, LLC | 46,817 | $4.19M | 3.00% | −680−1.4% | Reduced |
| Mercer Global Advisors Inc | 46,710 | $4.18M | 0.01% | +9,305+24.9% | Added |
| Crossmark Global Holdings, Inc. | 45,549 | $4.08M | 0.08% | −1,004−2.2% | Reduced |
| Glenmede Trust Co NA | 44,692 | $4.00M | 0.02% | −1,907−4.1% | Reduced |
| Holocene Advisors, LP | 44,691 | $4.00M | 0.02% | +28,580+177.4% | Added |
| Aureus Asset Management, LLC | 43,847 | $3.92M | 0.29% | −1,489−3.3% | Reduced |
| Pathstone Holdings, LLC | 43,500 | $3.92M | 0.02% | +43,500 | New |
| Brown Shipley& Co Ltd | 43,270 | $3.87M | 1.92% | +3,922+10.0% | Added |
| Abn Amro Investment Solutions | 42,827 | $3.83M | 0.07% | −1,153−2.6% | Reduced |
| Regions Financial Corp | 42,530 | $3.81M | 0.03% | −381−0.9% | Reduced |
| Fiduciary Trust Co | 41,843 | $3.74M | 0.06% | −919−2.1% | Reduced |
| Farmers & Merchants Investments Inc | 41,780 | $3.74M | 0.14% | −1,171−2.7% | Reduced |
| Financial Advisors Network, Inc. | 40,389 | $3.61M | 0.73% | +2,139+5.6% | Added |
| Cacti Asset Management LLC | 39,801 | $3.57M | 0.31% | −174−0.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 38,294 | $3.43M | 0.04% | +428+1.1% | Added |
| AdvisorShares Investments LLC | 38,272 | $3.42M | 0.80% | +4,755+14.2% | Added |
| Wealthfront Advisers LLC | 37,861 | $3.39M | 0.01% | +121+0.3% | Added |