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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 37,763 | $3.38M | 0.05% | +5,577+17.3% | Added |
| Daiwa Securities Group Inc. | 37,163 | $3.33M | 0.02% | +1,947+5.5% | Added |
| Richard Bernstein Advisors LLC | 36,961 | $3.31M | 0.07% | +27+0.1% | Added |
| Aquatic Capital Management LLC | 36,400 | $3.26M | 0.08% | +21,700+147.6% | Added |
| Two Sigma Investments, LP | 36,059 | $3.23M | 0.01% | −175,179−82.9% | Reduced |
| Elo Mutual Pension Insurance Co | 35,948 | $3.22M | 0.09% | +1,357+3.9% | Added |
| Thrivent Financial for Lutherans | 35,657 | $3.19M | 0.01% | −1,926−5.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 35,594 | $3.19M | 0.03% | −1,883−5.0% | Reduced |
| Okabena Investment Services Inc | 35,347 | $3.16M | 1.23% | −3,355−8.7% | Reduced |
| Arlington Partners LLC | 35,190 | $3.15M | 0.91% | −40.0% | Reduced |
| Edgestream Partners, L.P. | 34,526 | $3.09M | 0.22% | +27,191+370.7% | Added |
| Intech Investment Management LLC | 34,495 | $3.09M | 0.04% | −18,557−35.0% | Reduced |
| Rafferty Asset Management, LLC | 34,330 | $3.07M | 0.01% | +1,586+4.8% | Added |
| Gulf International Bank (UK) Ltd | 33,903 | $3.03M | 0.09% | −3,746−9.9% | Reduced |
| Baird Financial Group, Inc. | 33,518 | $3.00M | 0.01% | −2,939−8.1% | Reduced |
| Wesbanco Bank Inc | 32,806 | $2.94M | 0.17% | −760−2.3% | Reduced |
| Circle Wealth Management, LLC | 32,806 | $2.94M | 0.07% | −130.0% | Reduced |
| Kentucky Retirement Systems | 32,745 | $2.93M | 0.09% | −1,653−4.8% | Reduced |
| Mackenzie Financial Corp | 32,239 | $2.88M | 0.00% | −2,965−8.4% | Reduced |
| Maryland State Retirement & Pension System | 32,169 | $2.88M | 0.06% | +603+1.9% | Added |
| Tocqueville Asset Management L.P. | 32,132 | $2.87M | 0.05% | −62−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,938 | $2.86M | 0.01% | −795−2.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 31,918 | $2.86M | 0.27% | +31,918 | New |
| Oregon Public Employees Retirement Fund | 31,913 | $2.86M | 0.05% | −31,335−49.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 31,721 | $2.84M | 0.02% | +31,721 | New |
| Seascape Capital Management | 31,604 | $2.83M | 1.19% | +471+1.5% | Added |
| Shelter Mutual Insurance Co | 31,200 | $2.79M | 0.77% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30,938 | $2.77M | 0.01% | +91+0.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 30,370 | $2.72M | 0.06% | 00.0% | Unchanged |
| M. Kraus & Co | 30,174 | $2.70M | 0.88% | −485−1.6% | Reduced |
| Louisbourg Investments Inc. | 35,588 | $2.69M | 0.81% | +35,588 | New |
| AMG National Trust Bank | 29,867 | $2.67M | 0.08% | −21−0.1% | Reduced |
| Sandy Spring Bank | 29,843 | $2.67M | 0.13% | −704−2.3% | Reduced |
| Cohen Klingenstein LLC | 29,307 | $2.62M | 0.11% | 00.0% | Unchanged |
| Close Asset Management Ltd | 29,135 | $2.61M | 0.11% | 00.0% | Unchanged |
| Walleye Trading LLC | 29,016 | $2.60M | 0.04% | +16,004+123.0% | Added |
| Dynamic Technology Lab Private Ltd | 28,801 | $2.58M | 0.27% | +28,801 | New |
| M Holdings Securities, Inc. | 28,548 | $2.55M | 0.29% | +28,548 | New |
| Evercore Wealth Management, LLC | 28,286 | $2.53M | 0.04% | −80−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,797 | $2.49M | 0.01% | −5,526−16.6% | Reduced |
| Canandaigua National Bank & Trust Co | 27,759 | $2.48M | 0.38% | −256−0.9% | Reduced |
| Private Advisor Group, LLC | 27,740 | $2.48M | 0.02% | −17−0.1% | Reduced |
| Brown Brothers Harriman & Co | 27,656 | $2.47M | 0.02% | −140−0.5% | Reduced |
| Hartford Investment Management Co | 27,571 | $2.47M | 0.09% | −465−1.7% | Reduced |
| FORA Capital, LLC | 27,296 | $2.44M | 0.21% | −7,741−22.1% | Reduced |
| Atlantic Union Bankshares Corp | 26,926 | $2.41M | 0.22% | +2,224+9.0% | Added |
| JB Capital LLC | 26,572 | $2.38M | 0.18% | +129+0.5% | Added |
| Goodman Advisory Group, LLC | 26,159 | $2.34M | 0.80% | +2,595+11.0% | Added |
| JustInvest LLC | 26,135 | $2.34M | 0.06% | −1,023−3.8% | Reduced |
| Sequoia Financial Advisors, LLC | 26,105 | $2.34M | 0.03% | +18,589+247.3% | Added |
| Securian Asset Management, Inc | 25,913 | $2.32M | 0.07% | −3,633−12.3% | Reduced |
| Liontrust Investment Partners LLP | 25,809 | $2.31M | 0.03% | +6,279+32.2% | Added |
| Cerity Partners LLC | 25,731 | $2.30M | 0.01% | +7,741+43.0% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 26,331 | $2.30M | 0.03% | +26,331 | New |
| Qsemble Capital Management, LP | 25,707 | $2.30M | 0.58% | −1,793−6.5% | Reduced |
| Quantinno Capital Management LP | 25,627 | $2.29M | 0.08% | +13,641+113.8% | Added |
| O'Shaughnessy Asset Management, LLC | 25,541 | $2.29M | 0.03% | +2,617+11.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,500 | $2.28M | 1.25% | 00.0% | Unchanged |
| Everence Capital Management Inc | 25,430 | $2.27M | 0.16% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 25,294 | $2.26M | 0.01% | +4,397+21.0% | Added |
| Heritage Investors Management Corp | 24,987 | $2.24M | 0.08% | −110−0.4% | Reduced |
| Louisiana State Employees Retirement System | 24,700 | $2.21M | 0.05% | −800−3.1% | Reduced |
| Silvercrest Asset Management Group LLC | 24,539 | $2.20M | 0.02% | −1,607−6.1% | Reduced |
| Liberty Capital Management, Inc. | 24,369 | $2.18M | 0.57% | −387−1.6% | Reduced |
| Guggenheim Capital LLC | 23,716 | $2.12M | 0.02% | +1,918+8.8% | Added |
| Letson Investment Management, Inc. | 23,149 | $2.07M | 0.96% | +23,149 | New |
| Avantax Advisory Services, Inc. | 23,019 | $2.06M | 0.02% | −1,203−5.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 22,586 | $2.02M | 0.00% | −751,800−97.1% | Reduced |
| Cresset Asset Management, LLC | 22,182 | $1.98M | 0.01% | +2,135+10.6% | Added |
| Ossiam | 21,877 | $1.96M | 0.03% | +5,095+30.4% | Added |
| YHB Investment Advisors, Inc. | 21,842 | $1.95M | 0.19% | +110+0.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 21,604 | $1.93M | 0.38% | −465−2.1% | Reduced |
| New Mexico Educational Retirement Board | 21,508 | $1.92M | 0.07% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 21,405 | $1.92M | 0.13% | +21,405 | New |
| Rockland Trust Co | 21,361 | $1.91M | 0.10% | −4,410−17.1% | Reduced |
| Cubist Systematic Strategies, LLC | 21,301 | $1.91M | 0.02% | −10,045−32.0% | Reduced |
| Boston Financial Mangement LLC | 21,222 | $1.90M | 0.06% | +314+1.5% | Added |
| Desjardins Global Asset Management Inc. | 21,194 | $1.90M | 0.20% | +36+0.2% | Added |
| Verition Fund Management LLC | 20,789 | $1.86M | 0.02% | −3,282−13.6% | Reduced |
| Cetera Advisor Networks LLC | 20,704 | $1.85M | 0.01% | +187+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 20,426 | $1.83M | 0.02% | +23+0.1% | Added |
| Moody Lynn & Lieberson, LLC | 20,399 | $1.83M | 0.14% | −728−3.4% | Reduced |
| Pinnacle Associates Ltd | 20,120 | $1.80M | 0.03% | +277+1.4% | Added |
| Quest Partners LLC | 20,074 | $1.80M | 0.38% | +20,074 | New |
| Tufton Capital Management | 19,419 | $1.74M | 0.36% | −1,852−8.7% | Reduced |
| Huntington National Bank | 19,369 | $1.73M | 0.02% | −256−1.3% | Reduced |
| Alps Advisors Inc | 19,287 | $1.73M | 0.01% | +96+0.5% | Added |
| Tiaa Trust, National Association | 19,056 | $1.70M | 0.01% | −3,304−14.8% | Reduced |
| Credit Agricole S A | 18,937 | $1.69M | 0.04% | +11,725+162.6% | Added |
| American National Bank | 18,849 | $1.69M | 0.26% | +4,242+29.0% | Added |
| Kestra Advisory Services, LLC | 18,827 | $1.68M | 0.01% | +1,845+10.9% | Added |
| Oak Thistle LLC | 18,795 | $1.68M | 0.48% | +18,795 | New |
| Envestnet Portfolio Solutions, Inc. | 18,729 | $1.68M | 0.01% | +1,501+8.7% | Added |
| Systematic Alpha Investments, LLC | 18,610 | $1.67M | 0.07% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 18,431 | $1.65M | 0.63% | +18,431 | New |
| Teza Capital Management LLC | 18,279 | $1.64M | 0.27% | −2,028−10.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 18,055 | $1.62M | 0.05% | −841−4.5% | Reduced |
| Savant Capital, LLC | 17,875 | $1.60M | 0.02% | −2,932−14.1% | Reduced |
| Fifth Third Bancorp | 17,796 | $1.59M | 0.01% | −56−0.3% | Reduced |
| Selway Asset Management | 17,796 | $1.59M | 0.67% | +541+3.1% | Added |