Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $25.7B

Institutions holding OTIS and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,232	$25.6B
Q1 2026	1,245	$26.6B
Q4 2025	1,311	$30.9B
Q3 2025	1,253	$31.1B
Q2 2025	1,270	$34.8B
Q1 2025	1,248	$36.8B
Q4 2024	1,234	$33.7B
Q3 2024	1,200	$37.4B
Q2 2024	1,191	$34.1B
Q1 2024	1,202	$34.8B
Q4 2023	1,190	$31.9B
Q3 2023	1,099	$28.7B
Q2 2023	1,124	$31.9B
Q1 2023	1,101	$30.1B
Q4 2022	1,106	$27.8B
Q3 2022	1,045	$22.6B
Q2 2022	1,090	$25.0B
Q1 2022	1,147	$27.1B
Q4 2021	1,199	$30.9B
Q3 2021	1,145	$29.5B
Q2 2021	1,142	$29.4B
Q1 2021	1,134	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Exchange Capital Management, Inc.	17,120	$1.17M	0.24%	–	–
Quadrature Capital Ltd	17,199	$1.18M	0.06%	–	–
Whittier Trust Co of Nevada Inc	17,338	$1.19M	0.05%	–	–
Xponance, Inc.	17,366	$1.19M	0.03%	–	–
Parsons Capital Management Inc	17,560	$1.20M	0.10%	–	–
Matthew Goff Investment Advisor, LLC	17,747	$1.22M	0.34%	–	–
Veritable, L.P.	18,046	$1.24M	0.02%	–	–
MRJ Capital Inc	18,300	$1.25M	0.78%	–	–
Canandaigua National Corp	18,423	$1.26M	0.21%	–	–
Northwestern Mutual Investment Management Company, LLC	18,480	$1.26M	0.02%	–	–
Prelude Capital Management, LLC	18,530	$1.27M	0.09%	–	–
Monarch Capital Management Inc	18,564	$1.27M	0.38%	–	–
PFS Investments Inc.	18,642	$1.28M	0.03%	–	–
Magnetar Financial LLC	18,824	$1.29M	0.01%	–	–
Scotia Capital Inc.	18,848	$1.29M	0.01%	–	–
IFP Advisors, Inc	19,075	$1.30M	0.03%	–	–
Blair William & Co	19,061	$1.30M	0.00%	–	–
People's United Financial, Inc.	19,059	$1.30M	0.03%	–	–
Amica Retiree Medical Trust	19,199	$1.31M	0.89%	–	–
Birch Hill Investment Advisors LLC	19,246	$1.32M	0.07%	–	–
Mariner, LLC	19,371	$1.33M	0.01%	–	–
Triangle Securities Wealth Management	19,379	$1.33M	0.48%	–	–
Synovus Financial Corp	19,424	$1.33M	0.01%	–	–
Copeland Capital Management, LLC	19,598	$1.34M	0.04%	–	–
Pendal Group Limited	19,757	$1.35M	0.01%	–	–
NBT Bank N A	19,870	$1.36M	0.20%	–	–
Trust Co of Vermont	19,889	$1.36M	0.10%	–	–
Cumberland Partners Ltd	20,290	$1.39M	0.11%	–	–
M Holdings Securities, Inc.	20,533	$1.41M	0.13%	–	–
Ferguson Wellman Capital Management, Inc	20,547	$1.41M	0.05%	–	–
Bokf, NA	20,545	$1.41M	0.03%	–	–
Alberta Investment Management Corp	20,700	$1.42M	0.01%	–	–
YHB Investment Advisors, Inc.	20,365	$1.44M	0.12%	–	–
XXEC, Inc.	21,297	$1.46M	1.03%	–	–
Whittier Trust Co	21,532	$1.47M	0.03%	–	–
Cullinan Associates Inc	21,577	$1.48M	0.08%	–	–
Alexandria Capital, LLC	21,985	$1.50M	0.15%	–	–
Mercer Global Advisors Inc	22,001	$1.51M	0.01%	–	–
Connable Office Inc	22,000	$1.51M	0.22%	–	–
Amalgamated Bank	22,289	$1.53M	0.06%	–	–
Markston International LLC	22,320	$1.53M	0.17%	–	–
Burney Co	22,397	$1.53M	0.08%	–	–
Y-Intercept (Hong Kong) Ltd	22,023	$1.54M	0.41%	–	–
Hantz Financial Services, Inc.	22,688	$1.55M	0.06%	–	–
Woodstock Corp	22,901	$1.57M	0.20%	–	–
Okabena Investment Services Inc	23,073	$1.58M	0.85%	–	–
Blueshift Asset Management, LLC	23,201	$1.59M	0.16%	–	–
Tiaa, FSB	23,481	$1.61M	0.01%	–	–
Rockefeller Capital Management L.P.	23,534	$1.61M	0.01%	–	–
Capitolis Advisors LLC	23,719	$1.62M	0.03%	–	–
Crossmark Global Holdings, Inc.	24,157	$1.65M	0.04%	–	–
Kentucky Retirement Systems	24,257	$1.66M	0.08%	–	–
J.P. Marvel Investment Advisors, LLC	24,408	$1.67M	0.40%	–	–
Hartford Financial Management Inc.	24,507	$1.68M	0.42%	–	–
Telos Capital Management, Inc.	24,620	$1.69M	0.24%	–	–
Eqis Capital Management, Inc.	24,749	$1.69M	0.13%	–	–
Holowesko Partners Ltd.	25,000	$1.71M	0.48%	–	–
HighTower Trust Services, LTA	25,187	$1.72M	0.23%	–	–
BTR Capital Management Inc	25,225	$1.73M	0.25%	–	–
Louisiana State Employees Retirement System	25,300	$1.73M	0.05%	–	–
Sciencast Management LP	24,959	$1.73M	0.35%	–	–
Sumitomo Mitsui DS Asset Management Company, Ltd	25,625	$1.75M	0.05%	–	–
CNH Partners LLC	25,656	$1.76M	0.06%	–	–
Aigen Investment Management, LP	25,686	$1.76M	0.23%	–	–
New Mexico Educational Retirement Board	25,708	$1.76M	0.07%	–	–
Gamco Investors, Inc. Et Al	25,794	$1.77M	0.02%	–	–
Engineers Gate Manager LP	26,302	$1.80M	0.09%	–	–
Exane Derivatives	26,534	$1.82M	0.55%	–	–
ING Groep NV	26,990	$1.85M	0.04%	–	–
Country Club Trust Company, n.a.	26,567	$1.85M	0.17%	–	–
Kestra Advisory Services, LLC	27,141	$1.86M	0.02%	–	–
Mirabella Financial Services LLP	27,428	$1.88M	0.59%	–	–
Captrust Financial Advisors	27,509	$1.88M	0.02%	–	–
Steward Partners Investment Advisory, LLC	27,513	$1.88M	0.03%	–	–
Bartlett & Co. Wealth Management LLC	27,590	$1.89M	0.04%	–	–
Bartlett & Co. LLC	27,590	$1.89M	0.04%	–	–
Pacer Advisors, Inc.	27,912	$1.91M	0.03%	–	–
Gabelli Funds LLC	28,000	$1.92M	0.01%	–	–
Schonfeld Strategic Advisors LLC	28,153	$1.93M	0.03%	–	–
ExodusPoint Capital Management, LP	28,469	$1.95M	0.04%	–	–
TCTC Holdings, LLC	28,626	$1.96M	0.09%	–	–
Close Asset Management Ltd	28,744	$1.97M	0.10%	–	–
Evercore Wealth Management, LLC	28,812	$1.97M	0.04%	–	–
Lee Danner & Bass Inc	28,998	$1.99M	0.19%	–	–
Atria Investments LLC	29,332	$2.01M	0.04%	–	–
Elo Mutual Pension Insurance Co	29,690	$2.03M	0.07%	–	–
Tredje AP-fonden	29,890	$2.05M	0.05%	–	–
Huntington National Bank	29,987	$2.05M	0.02%	–	–
AMG National Trust Bank	30,792	$2.11M	0.07%	–	–
Birch Run Capital Advisors, LP	31,000	$2.12M	0.81%	–	–
Shelter Mutual Insurance Co	31,200	$2.14M	0.60%	–	–
Maryland State Retirement & Pension System	31,201	$2.14M	0.07%	–	–
Teachers Retirement System of the State of Kentucky	31,557	$2.16M	0.02%	–	–
Cambridge Investment Research Advisors, Inc.	31,752	$2.17M	0.01%	–	–
MML Investors Services, LLC	32,218	$2.21M	0.02%	–	–
Raymond James Trust N.A.	32,438	$2.22M	0.08%	–	–
Mirae Asset Global Investments Co., Ltd.	32,788	$2.24M	0.01%	–	–
Teza Capital Management LLC	32,818	$2.25M	0.45%	–	–
Private Advisor Group, LLC	32,932	$2.25M	0.02%	–	–
Farmers & Merchants Investments Inc	33,121	$2.27M	0.11%	–	–