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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
Davidson Kempner Capital Management LP321,952$22.0M0.22%––
Mitsubishi UFJ Trust & Banking Corp326,960$22.3M0.05%––
Nippon Life Global Investors Americas, Inc.329,580$22.6M1.23%––
Natixis330,467$22.6M0.07%––
Main Street Research LLC331,089$22.7M2.13%––
Prudential PLC332,559$22.8M0.16%––
Great West Life Assurance Co338,722$23.1M0.06%––
CIBC World Markets Corp338,864$23.2M0.15%––
Two Sigma Investments, LP340,556$23.3M0.07%––
Welch & Forbes LLC351,612$24.1M0.44%––
Cramer Rosenthal McGlynn LLC352,434$24.1M0.80%––
Victory Capital Management Inc358,447$24.5M0.03%––
Ameriprise Financial Inc361,947$24.8M0.01%––
Lansdowne Partners (UK) LLP365,678$25.0M1.11%––
Vaughan Nelson Investment Management, L.P.370,387$25.4M0.27%––
Public Sector Pension Investment Board371,577$25.4M0.17%––
Prudential Financial Inc373,300$25.6M0.04%––
Marathon Asset Management LLP375,946$25.7M0.36%––
Thrivent Financial for Lutherans387,022$26.5M0.06%––
Citigroup Inc392,098$26.8M0.03%––
Islet Management, LP400,000$27.4M1.39%––
Allianz Asset Management GmbH403,407$27.6M0.03%––
Railway Pension Investments Ltd406,500$27.8M0.26%––
Employees Retirement System of Texas411,309$28.2M0.36%––
Gulf International Bank (UK) Ltd379,931$28.6M0.40%––
Scharf Investments, LLC438,695$30.0M1.04%––
New York State Teachers Retirement System473,934$32.4M0.07%––
Nissay Asset Management Corp492,164$33.7M0.33%––
APG Asset Management N.V.594,688$34.6M0.06%––
Principal Financial Group Inc517,932$35.5M0.02%––
Bel Air Investment Advisors LLC518,545$35.5M1.15%––
State Board of Administration of Florida Retirement System520,233$35.6M0.07%––
Factory Mutual Insurance Co528,619$36.2M0.46%––
Amundi Asset Management US, Inc.535,212$36.6M0.03%––
New York State Common Retirement Fund548,409$37.5M0.04%––
Millennium Management LLC583,089$39.9M0.06%––
Sunriver Management LLC588,452$40.3M7.53%––
Bank of Montreal581,735$40.4M0.03%––
Soros Fund Management LLCSuperinvestorSoros Fund Management601,513$41.2M0.83%––
National Pension Service604,707$41.4M0.09%––
PGGM Investments612,963$42.0M0.18%––
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)614,556$42.1M0.42%––
Eaton Vance Management624,994$42.8M0.06%––
UBS Group AG633,246$43.3M0.02%––
Davide Leone & Partners Investment Co Ltd.636,135$43.5M5.84%––
Franklin Resources Inc703,273$48.1M0.02%––
The PNC Financial Services Group, Inc.704,419$48.2M0.05%––
Rhumbline Advisers709,017$48.5M0.07%––
Manufacturers Life Insurance Company, The711,915$48.7M0.04%––
Guinness Asset Management LTD746,730$51.1M3.22%––
California State Teachers Retirement System749,449$51.3M0.07%––
Bank of Nova Scotia750,967$51.4M0.10%––
Schroder Investment Management Group758,319$51.9M0.07%––
Russell Investments Group, Ltd.799,204$55.0M0.10%––
Neuberger Berman Group LLC809,268$55.4M0.05%––
Fayez Sarofim & Co815,249$55.8M0.21%––
Pictet Asset Management Ltd831,190$56.9M0.07%––
Marshall Wace Asia Ltd863,906$59.1M1.32%––
Toronto Dominion Bank888,615$60.8M0.11%––
Laurion Capital Management LP891,885$61.0M0.83%––
Goldman Sachs Group Inc898,570$61.5M0.02%––
California Public Employees Retirement System987,737$67.6M0.05%––
D. E. Shaw & Co., Inc.1,016,478$69.6M0.09%––
Brown Advisory Inc1,025,607$70.2M0.12%––
Aviva PLC1,047,765$71.7M0.35%––
Jennison Associates LLC1,086,276$74.4M0.05%––
Citadel Advisors LLC1,095,049$75.0M0.08%––
Parametric Portfolio Associates LLC1,110,932$76.0M0.04%––
Lazard Freres Gestion S.A.S.1,307,673$76.3M2.66%––
Artisan Partners Limited Partnership1,117,034$76.5M0.10%––
Federated Hermes, Inc.1,137,617$77.9M0.15%––
Putnam Investments LLC1,171,300$80.2M0.13%––
Healthcare of Ontario Pension Plan Trust Fund1,175,261$80.4M0.20%––
VGI Partners Ltd1,189,917$81.5M7.21%––
DekaBank Deutsche Girozentrale1,172,085$81.5M0.27%––
Point72 Asset Management, L.P.1,195,469$81.8M0.42%––
Alphinity Investment Management Pty Ltd1,342,695$91.9M4.29%––
Fisher Asset Management, LLC1,352,906$92.6M0.07%––
Omers Administration Corp1,355,919$92.8M1.47%––
Janus Henderson Group PLC1,361,084$93.2M0.04%––
Wells Fargo & Company1,462,341$100.1M0.02%––
UBS Asset Management Americas Inc1,515,245$103.7M0.05%––
Adage Capital Partners GP, L.L.C.1,550,905$106.2M0.22%––
Swiss National Bank1,581,554$108.3M0.07%––
Arrowstreet Capital, Limited Partnership1,627,339$111.4M0.15%––
Formuepleje A/S1,632,264$111.7M4.26%––
Primecap Management Co1,687,098$115.5M0.08%––
Wellington Management Group LLP1,741,612$119.2M0.02%––
Nuveen Asset Management, LLC1,750,521$119.8M0.04%––
Eagle Asset Management Inc1,554,316$120.1M0.53%––
Sumitomo Mitsui Trust Holdings, Inc.1,784,071$122.1M0.08%––
Renaissance Technologies LLC1,854,700$127.0M0.16%––
Charles Schwab Investment Management Inc1,890,572$129.4M0.05%––
State of Wisconsin Investment Board1,892,094$129.5M0.28%––
Grantham, Mayo, Van Otterloo & Co. LLC1,967,811$134.7M0.74%––
Menora Mivtachim Holdings Ltd.1,980,500$135.6M2.22%––
Royal Bank of Canada1,994,391$136.5M0.04%––
HSBC Holdings PLC1,999,783$137.4M0.18%––
Deutsche Bank AG2,081,952$142.5M0.08%––
Caisse de Depot Et Placement du Quebec2,195,094$150.3M0.34%––