Skip to main content

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
Morgan Stanley2,384,274$163.2M0.02%––
Los Angeles Capital Management LLC2,397,081$164.1M0.74%––
London Co of Virginia2,446,518$167.5M0.96%––
Legal & General Group Plc2,524,654$172.8M0.06%––
Dimensional Fund Advisors LP2,676,635$183.2M0.06%––
JPMorgan Chase & Co2,717,665$186.0M0.03%––
Suvretta Capital Management, LLC2,872,993$196.7M2.92%––
Gates Capital Management, Inc.2,969,999$203.3M7.40%––
Price T Rowe Associates Inc3,107,814$212.7M0.02%––
CIBC Private Wealth Group, LLC3,229,633$221.1M0.56%––
Boston Partners3,335,807$228.5M0.31%––
Clearbridge Investments, LLC3,480,182$238.2M0.18%––
Sarasin & Partners LLP3,728,905$255.2M3.01%––
Vontobel Asset Management Inc3,892,362$276.4M1.68%––
BLS Capital Fondsmaeglerselskab A/S4,525,473$309.8M13.02%––
Bank of America Corp4,572,560$313.0M0.04%––
Northern Trust Corp4,585,123$313.9M0.06%––
Deccan Value Investors L.P.4,675,500$320.0M14.17%––
Invesco Ltd.5,049,307$345.6M0.09%––
Norges Bank5,466,365$374.2M0.09%––
Ako Capital LLP5,534,014$378.8M4.68%––
Dodge & Cox6,457,036$442.0M0.32%––
Viking Global Investors LPSuperinvestorViking Global Investors6,834,220$467.8M1.39%––
Alliancebernstein L.P.7,042,798$482.1M0.21%––
Credit Suisse AG7,449,010$509.9M0.38%––
Bank of New York Mellon Corp7,537,650$516.0M0.11%––
Geode Capital Management, LLC7,555,353$516.2M0.08%––
Capital Research Global Investors8,153,134$558.1M0.14%––
FMR LLC8,340,946$570.9M0.05%––
Fiera Capital Corp10,223,564$699.8M2.01%––
Massachusetts Financial Services Co11,462,097$784.6M0.24%––
State Street Corp26,571,516$1.82B0.10%––
BlackRock Inc.34,379,844$2.35B0.07%––
Vanguard Group Inc37,824,096$2.59B0.07%––