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
Sequoia Financial Advisors, LLC9,984$683.0K0.03%––
Canal Insurance CO10,000$685.0K0.26%––
Argent Trust Co10,029$686.0K0.05%––
Panagora Asset Management Inc10,067$689.0K0.00%––
Atlantic Union Bankshares Corp10,170$696.0K0.07%––
Banco Bilbao Vizcaya Argentaria, S.A.10,206$699.0K0.01%––
Burns J W & Co Inc10,207$699.0K0.12%––
Nomura Holdings Inc10,588$726.0K0.01%––
Natixis Investment Managers International10,635$727.0K0.05%––
USS Investment Management Ltd10,635$728.0K0.01%––
Azzad Asset Management Inc10,647$728.8K0.12%––
Crestwood Advisors Group LLC10,645$729.0K0.02%––
Selway Asset Management10,760$737.0K0.43%––
Investment Management of Virginia LLC10,794$739.0K0.15%––
Everence Capital Management Inc10,790$739.0K0.07%––
Vestmark Advisory Solutions, Inc.10,794$739.0K0.07%––
Gyon Technologies Capital Management, LP10,798$739.0K0.32%––
Perigon Wealth Management, LLC10,860$743.0K0.08%––
Abbrea Capital, LLC10,865$744.0K0.12%––
IMA Wealth, Inc.10,911$747.0K0.18%––
LMR Partners LLP10,925$748.0K0.02%––
BBVA USA Bancshares, Inc.10,934$749.0K0.04%––
Kentucky Retirement Systems Insurance Trust Fund11,104$760.0K0.08%––
Oppenheimer & Co Inc11,122$761.0K0.02%––
TCF National Bank11,180$765.0K0.09%––
Advisor Partners LLC11,185$766.0K0.05%––
Central Trust Co11,237$769.0K0.03%––
Bragg Financial Advisors, Inc11,335$776.0K0.05%––
Bollard Group LLC11,344$776.0K0.03%––
Simmons Bank11,407$781.0K0.06%––
Cloverfields Capital Group, LP11,440$783.0K0.25%––
Cetera Advisors LLC11,500$787.0K0.02%––
Principle Wealth Partners LLC11,595$794.0K0.10%––
XTX Topco Ltd11,666$799.0K0.39%––
Mayflower Financial Advisors, LLC11,721$802.0K0.12%––
New England Research & Management, Inc.10,450$807.0K0.44%––
Glenview Trust Co11,791$807.0K0.03%––
Marble Harbor Investment Counsel, LLC11,820$809.0K0.11%––
Old National Bancorp11,865$812.0K0.03%––
Webster Bank, N. A.11,891$814.0K0.09%––
Cetera Advisor Networks LLC11,958$819.0K0.02%––
Stephens Inc12,066$826.0K0.01%––
Achmea Investment Management B.V.12,106$829.0K0.03%––
Thomasville National Bank8,802$830.0K0.15%––
FORA Capital, LLC12,443$852.0K0.28%––
Bluestein R H & Co12,515$857.0K0.04%––
Redpoint Investment Management Pty Ltd12,524$857.0K0.07%––
Systematic Alpha Investments, LLC12,550$859.0K0.06%––
Salem Investment Counselors Inc12,576$861.0K0.05%––
Neville Rodie & Shaw Inc12,724$871.0K0.07%––
GWM Advisors LLC12,817$877.0K0.03%––
Courier Capital LLC12,825$878.0K0.09%––
World Asset Management Inc11,291$879.0K0.08%––
Davenport & Co LLC12,871$881.0K0.01%––
Federation des caisses Desjardins du Quebec12,910$883.8K0.01%––
Barings LLC12,930$885.0K0.02%––
NJ State Employees Deferred Compensation Plan13,001$890.0K0.13%––
Palladium Partners LLC13,160$901.0K0.04%––
Bank Pictet & Cie (Asia) Ltd13,158$901.0K0.28%––
Essex Financial Services, Inc.13,207$904.0K0.16%––
Regentatlantic Capital LLC13,219$905.0K0.03%––
Impax Asset Management Group plc13,234$906.0K0.00%––
Northwestern Mutual Wealth Management Co13,242$907.0K0.00%––
Proequities, Inc.13,379$916.0K0.06%––
Marshall Wace, LLP13,442$920.0K0.00%––
Nichols & Pratt Advisers LLP13,632$933.0K0.07%––
Bennicas & Associates, Inc.12,563$935.0K0.54%––
Ironwood Investment Management LLC13,682$937.0K0.50%––
Toews Corp13,700$938.0K0.08%––
Wealthfront Advisers LLC13,874$950.0K0.01%––
IBM Retirement Fund13,910$952.0K0.07%––
Trust Co of Toledo NA13,956$956.0K0.17%––
Savant Capital, LLC14,031$960.0K0.05%––
Cypress Capital Group14,068$963.0K0.14%––
D.A. Davidson & Co.14,243$975.0K0.01%––
BP PLC14,339$982.0K0.03%––
AE Wealth Management LLC14,388$985.0K0.01%––
Bank Julius Baer & Co. Ltd, Zurich14,581$998.0K0.01%––
Cigna Investments Inc14,663$1.00M0.07%––
Bayesian Capital Management, LP14,716$1.01M0.23%––
Rossmore Private Capital14,814$1.01M0.19%––
Waters Parkerson & Co., LLC14,871$1.02M0.06%––
Southport Management, L.L.C.15,000$1.03M3.80%––
Ally Financial Inc.15,000$1.03M0.10%––
Arthur M. Cohen & Associates, LLC15,000$1.03M0.24%––
OneAscent Wealth Management LLC15,015$1.03M0.44%––
E. Ohman J:or Asset Management AB15,200$1.04M0.04%––
TD Private Client Wealth LLC15,226$1.04M0.05%––
Boston Private Wealth LLC15,389$1.05M0.01%––
Boothbay Fund Management, LLC15,404$1.05M0.06%––
Advisors Asset Management, Inc.15,472$1.06M0.02%––
Sit Investment Associates Inc15,855$1.08M0.03%––
Veracity Capital LLC15,858$1.08M0.51%––
Shelter Ins Retirement Plan16,000$1.09M0.56%––
Highland Capital Management, LLC16,265$1.11M0.07%––
Mackenzie Financial Corp16,528$1.13M0.00%––
Arden Trust Co16,698$1.14M0.19%––
Banque Cantonale Vaudoise16,815$1.15M0.06%––
Dowling & Yahnke LLC16,951$1.16M0.08%––
Quantitative Systematic Strategies LLC16,988$1.16M0.18%––