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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
Fifth Third Bancorp89,975$6.16M0.03%––
State of Tennessee, Treasury Department90,793$6.21M0.03%––
Janney Montgomery Scott LLC91,194$6.24M0.03%––
Jefferies Group LLC92,400$6.32M0.15%––
Truist Financial Corp92,666$6.34M0.01%––
Commerce Bank93,135$6.38M0.05%––
Lazard Asset Management LLC95,835$6.56M0.01%––
DnB Asset Management AS96,469$6.60M0.05%––
Holocene Advisors, LP96,895$6.63M0.04%––
Schwartz Investment Counsel Inc97,000$6.64M0.29%––
MetLife Investment Management97,142$6.65M0.06%––
Varma Mutual Pension Insurance Co98,000$6.71M0.10%––
Steigerwald, Gordon & Koch Inc.98,720$6.76M1.26%––
First Republic Investment Management, Inc.100,684$6.89M0.02%––
State of Michigan Retirement System102,271$7.00M0.04%––
LPL Financial LLC103,202$7.06M0.01%––
AQR Capital Management LLC104,017$7.12M0.01%––
Handelsbanken Fonder AB104,698$7.17M0.04%––
Meyer Handelman Co105,562$7.23M0.30%––
Interval Partners, LP106,641$7.30M0.48%––
HighTower Advisors, LLC107,029$7.32M0.02%––
EFG Asset Management (Americas) Corp.108,422$7.44M1.52%––
Cubist Systematic Strategies, LLC110,090$7.54M0.10%––
First Manhattan Co110,960$7.59M0.03%––
Bradley Foster & Sargent Inc111,052$7.60M0.19%––
Markel Group Inc.SuperinvestorMarkel Group113,860$7.79M0.11%––
Mackay Shields LLC115,914$7.93M0.06%––
Arizona State Retirement System115,972$7.94M0.07%––
Amica Mutual Insurance Co116,316$7.96M0.91%––
Cohen Capital Management, Inc.111,762$8.22M1.51%––
Robeco Institutional Asset Management B.V.120,424$8.24M0.02%––
Comgest Global Investors S.A.S.123,200$8.43M0.13%––
SEI Investments Co124,690$8.49M0.02%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund124,900$8.55M0.08%––
Foyston, Gordon, & Payne Inc125,032$8.56M2.02%––
Keybank National Association125,801$8.61M0.04%––
Nisa Investment Advisors, LLC126,365$8.65M0.05%––
Winton Group Ltd128,145$8.77M0.50%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.134,897$9.23M0.06%––
Commonwealth Equity Services, LLC141,236$9.67M0.03%––
American International Group, Inc.142,633$9.76M0.04%––
MUFG Americas Holdings Corp146,085$10.0M0.20%––
Treasurer of the State of North Carolina149,780$10.3M0.06%––
Retirement Systems of Alabama152,048$10.4M0.04%––
TD Asset Management Inc152,349$10.4M0.01%––
Tocqueville Asset Management L.P.153,351$10.5M0.16%––
Royal London Asset Management Ltd155,881$10.7M0.05%––
Carnegie Capital Asset Management, LLC157,702$10.8M0.45%––
United Capital Financial Advisers, LLC159,027$10.9M0.06%––
Farr Miller & Washington LLC159,160$10.9M0.77%––
Carlson Capital L P163,070$11.2M0.42%––
Stifel Financial Corp164,759$11.3M0.02%––
B. Metzler seel. Sohn & Co. Holding AG165,252$11.3M0.19%––
NN Investment Partners Holdings N.V.166,160$11.4M0.07%––
Voya Investment Management LLC167,623$11.5M0.02%––
Davidson Investment Advisors168,055$11.5M0.98%––
Banque Pictet & Cie SA168,252$11.5M0.15%––
Standard Life Aberdeen plc168,859$11.6M0.03%––
Qube Research & Technologies Ltd169,501$11.6M0.19%––
Storebrand Asset Management AS171,451$11.7M0.06%––
M&T Bank Corp173,304$11.9M0.05%––
Rockland Trust Co177,916$12.2M0.88%––
Reilly Financial Advisors, LLC178,850$12.2M1.08%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main181,914$12.5M0.02%––
Zurcher Kantonalbank (Zurich Cantonalbank)183,488$12.6M0.07%––
Two Sigma Advisers, LP184,900$12.7M0.03%––
Envestnet Asset Management Inc185,313$12.7M0.01%––
Rheos Capital Works Inc.187,000$12.8M0.85%––
General American Investors Co Inc189,085$12.9M1.21%––
AMP Capital Investors Ltd189,854$13.0M0.07%––
Tudor Investment Corp Et Al192,499$13.2M0.28%––
Asset Management One Co.,Ltd.193,002$13.2M0.05%––
US Bancorp194,352$13.3M0.03%––
Scopus Asset Management, L.P.194,377$13.3M0.23%––
London & Capital Asset Management Ltd195,170$13.4M1.25%––
Canada Pension Plan Investment Board196,675$13.5M0.02%––
Skandinaviska Enskilda Banken AB (publ)196,869$13.5M0.09%––
Rathbone Brothers plc197,055$13.5M0.17%––
CQS (US), LLC202,492$13.9M0.92%––
Korea Investment CORP210,750$14.4M0.05%––
AXA S.A.214,241$14.7M0.04%––
MAI Capital Management217,058$14.9M0.34%––
Public Employees Retirement System of Ohio220,668$15.1M0.06%––
Voloridge Investment Management, LLC223,132$15.3M0.11%––
Ensign Peak Advisors, Inc240,993$16.5M0.04%––
Teacher Retirement System of Texas241,593$16.5M0.09%––
Squarepoint Ops LLC242,301$16.6M0.15%––
State of New Jersey Common Pension Fund D247,956$17.0M0.06%––
Raymond James & Associates249,799$17.1M0.02%––
Moody Lynn & Lieberson, LLC260,325$17.8M1.48%––
First Trust Advisors LP275,041$18.8M0.02%––
Prio Wealth Limited Partnership275,632$18.9M0.68%––
Chevy Chase Trust Holdings, Inc.277,449$19.0M0.07%––
Sandbar Asset Management LLP290,201$19.9M2.63%––
Man Group plc290,614$19.9M0.09%––
Nicholas Company, Inc.300,935$20.6M0.39%––
Clark Capital Management Group, Inc.304,533$20.8M0.32%––
Altrinsic Global Advisors LLC311,532$21.3M0.67%––
Connecticut Wealth Management, LLC313,722$21.5M1.96%––
Pinebridge Investments, L.P.320,114$21.9M0.28%––