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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, Q1 2021

Institutional positions in Otis Worldwide Corp as of Mar 31, 2021. 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
1,134
No complete 13F data for Q4 2020
Shares held
375.1M
No complete 13F data for Q4 2020
Total value
$25.7B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,134 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ1 2021: $25.7B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding OTIS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc37,824,096$2.59B0.07%––
BlackRock Inc.34,379,844$2.35B0.07%––
State Street Corp26,571,516$1.82B0.10%––
Massachusetts Financial Services Co11,462,097$784.6M0.24%––
Fiera Capital Corp10,223,564$699.8M2.01%––
FMR LLC8,340,946$570.9M0.05%––
Capital Research Global Investors8,153,134$558.1M0.14%––
Geode Capital Management, LLC7,555,353$516.2M0.08%––
Bank of New York Mellon Corp7,537,650$516.0M0.11%––
Credit Suisse AG7,449,010$509.9M0.38%––
Alliancebernstein L.P.7,042,798$482.1M0.21%––
Viking Global Investors LPSuperinvestorViking Global Investors6,834,220$467.8M1.39%––
Dodge & Cox6,457,036$442.0M0.32%––
Ako Capital LLP5,534,014$378.8M4.68%––
Norges Bank5,466,365$374.2M0.09%––
Invesco Ltd.5,049,307$345.6M0.09%––
Deccan Value Investors L.P.4,675,500$320.0M14.17%––
Northern Trust Corp4,585,123$313.9M0.06%––
Bank of America Corp4,572,560$313.0M0.04%––
BLS Capital Fondsmaeglerselskab A/S4,525,473$309.8M13.02%––
Vontobel Asset Management Inc3,892,362$276.4M1.68%––
Sarasin & Partners LLP3,728,905$255.2M3.01%––
Clearbridge Investments, LLC3,480,182$238.2M0.18%––
Boston Partners3,335,807$228.5M0.31%––
CIBC Private Wealth Group, LLC3,229,633$221.1M0.56%––
Price T Rowe Associates Inc3,107,814$212.7M0.02%––
Gates Capital Management, Inc.2,969,999$203.3M7.40%––
Suvretta Capital Management, LLC2,872,993$196.7M2.92%––
JPMorgan Chase & Co2,717,665$186.0M0.03%––
Dimensional Fund Advisors LP2,676,635$183.2M0.06%––
Legal & General Group Plc2,524,654$172.8M0.06%––
London Co of Virginia2,446,518$167.5M0.96%––
Los Angeles Capital Management LLC2,397,081$164.1M0.74%––
Morgan Stanley2,384,274$163.2M0.02%––
Caisse de Depot Et Placement du Quebec2,195,094$150.3M0.34%––
Deutsche Bank AG2,081,952$142.5M0.08%––
HSBC Holdings PLC1,999,783$137.4M0.18%––
Royal Bank of Canada1,994,391$136.5M0.04%––
Menora Mivtachim Holdings Ltd.1,980,500$135.6M2.22%––
Grantham, Mayo, Van Otterloo & Co. LLC1,967,811$134.7M0.74%––
State of Wisconsin Investment Board1,892,094$129.5M0.28%––
Charles Schwab Investment Management Inc1,890,572$129.4M0.05%––
Renaissance Technologies LLC1,854,700$127.0M0.16%––
Sumitomo Mitsui Trust Holdings, Inc.1,784,071$122.1M0.08%––
Eagle Asset Management Inc1,554,316$120.1M0.53%––
Nuveen Asset Management, LLC1,750,521$119.8M0.04%––
Wellington Management Group LLP1,741,612$119.2M0.02%––
Primecap Management Co1,687,098$115.5M0.08%––
Formuepleje A/S1,632,264$111.7M4.26%––
Arrowstreet Capital, Limited Partnership1,627,339$111.4M0.15%––
Swiss National Bank1,581,554$108.3M0.07%––
Adage Capital Partners GP, L.L.C.1,550,905$106.2M0.22%––
UBS Asset Management Americas Inc1,515,245$103.7M0.05%––
Wells Fargo & Company1,462,341$100.1M0.02%––
Janus Henderson Group PLC1,361,084$93.2M0.04%––
Omers Administration Corp1,355,919$92.8M1.47%––
Fisher Asset Management, LLC1,352,906$92.6M0.07%––
Alphinity Investment Management Pty Ltd1,342,695$91.9M4.29%––
Point72 Asset Management, L.P.1,195,469$81.8M0.42%––
DekaBank Deutsche Girozentrale1,172,085$81.5M0.27%––
VGI Partners Ltd1,189,917$81.5M7.21%––
Healthcare of Ontario Pension Plan Trust Fund1,175,261$80.4M0.20%––
Putnam Investments LLC1,171,300$80.2M0.13%––
Federated Hermes, Inc.1,137,617$77.9M0.15%––
Artisan Partners Limited Partnership1,117,034$76.5M0.10%––
Lazard Freres Gestion S.A.S.1,307,673$76.3M2.66%––
Parametric Portfolio Associates LLC1,110,932$76.0M0.04%––
Citadel Advisors LLC1,095,049$75.0M0.08%––
Jennison Associates LLC1,086,276$74.4M0.05%––
Aviva PLC1,047,765$71.7M0.35%––
Brown Advisory Inc1,025,607$70.2M0.12%––
D. E. Shaw & Co., Inc.1,016,478$69.6M0.09%––
California Public Employees Retirement System987,737$67.6M0.05%––
Goldman Sachs Group Inc898,570$61.5M0.02%––
Laurion Capital Management LP891,885$61.0M0.83%––
Toronto Dominion Bank888,615$60.8M0.11%––
Marshall Wace Asia Ltd863,906$59.1M1.32%––
Pictet Asset Management Ltd831,190$56.9M0.07%––
Fayez Sarofim & Co815,249$55.8M0.21%––
Neuberger Berman Group LLC809,268$55.4M0.05%––
Russell Investments Group, Ltd.799,204$55.0M0.10%––
Schroder Investment Management Group758,319$51.9M0.07%––
Bank of Nova Scotia750,967$51.4M0.10%––
California State Teachers Retirement System749,449$51.3M0.07%––
Guinness Asset Management LTD746,730$51.1M3.22%––
Manufacturers Life Insurance Company, The711,915$48.7M0.04%––
Rhumbline Advisers709,017$48.5M0.07%––
The PNC Financial Services Group, Inc.704,419$48.2M0.05%––
Franklin Resources Inc703,273$48.1M0.02%––
Davide Leone & Partners Investment Co Ltd.636,135$43.5M5.84%––
UBS Group AG633,246$43.3M0.02%––
Eaton Vance Management624,994$42.8M0.06%––
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)614,556$42.1M0.42%––
PGGM Investments612,963$42.0M0.18%––
National Pension Service604,707$41.4M0.09%––
Soros Fund Management LLCSuperinvestorSoros Fund Management601,513$41.2M0.83%––
Bank of Montreal581,735$40.4M0.03%––
Sunriver Management LLC588,452$40.3M7.53%––
Millennium Management LLC583,089$39.9M0.06%––
New York State Common Retirement Fund548,409$37.5M0.04%––