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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
Chartwell Investment Partners, LLC33,272$2.28M0.07%––
Dearborn Partners LLC33,442$2.29M0.10%––
Oregon Public Employees Retirement Fund33,811$2.31M0.03%––
Norinchukin Bank, The33,891$2.32M0.03%––
Brown Brothers Harriman & Co34,537$2.36M0.02%––
M. Kraus & Co34,886$2.39M0.93%––
Securian Asset Management, Inc35,182$2.41M0.05%––
Bridgeway Capital Management, LLC35,475$2.43M0.05%––
Erste Asset Management GmbH35,000$2.44M0.06%––
Heritage Investors Management Corp35,846$2.45M0.11%––
Wesbanco Bank Inc37,709$2.58M0.10%––
Verition Fund Management LLC37,718$2.58M0.05%––
Sandy Spring Bank37,832$2.59M0.15%––
Baird Financial Group, Inc.38,689$2.65M0.01%––
Worldquant Millennium Advisors LLC38,988$2.67M0.06%––
Aptus Capital Advisors, LLC39,017$2.67M0.14%––
Cacti Asset Management LLC40,334$2.76M0.24%––
SG Americas Securities, LLC40,886$2.80M0.02%––
Point72 Hong Kong Ltd41,306$2.83M0.23%––
Tower Research Capital LLC (TRC)41,464$2.84M0.05%––
Cohen Klingenstein LLC41,578$2.85M0.13%––
Dai-Ichi Life Insurance Company, Ltd41,602$2.85M0.04%––
Silvercrest Asset Management Group LLC42,994$2.94M0.02%––
GM Advisory Group, Inc.43,092$2.95M0.35%––
Ipswich Investment Management Co., Inc.43,685$2.99M0.84%––
Ingalls & Snyder LLC44,377$3.04M0.14%––
Hartford Investment Management Co44,584$3.05M0.08%––
IFM Investors Pty Ltd45,223$3.10M0.08%––
Evoke Wealth, LLC45,484$3.11M0.14%––
Shell Asset Management Co45,507$3.12M0.06%––
Tufton Capital Management45,754$3.13M0.53%––
Gateway Investment Advisers LLC46,411$3.18M0.03%––
Nordea Investment Management AB46,953$3.21M0.00%––
Macquarie Group Ltd47,434$3.25M0.00%––
Ameritas Investment Partners, Inc.48,021$3.26M0.12%––
Connor, Clark & Lunn Investment Management Ltd.48,686$3.33M0.02%––
Martin Investment Management, LLC49,039$3.36M0.95%––
Metropolitan Life Insurance Co49,834$3.41M0.05%––
Mitsubishi UFJ Asset Management (UK) Ltd.50,500$3.46M1.53%––
Wesleyan Assurance Society50,750$3.47M0.46%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys50,984$3.49M0.04%––
KBC Group NV51,623$3.53M0.01%––
Leverage Partners Absolute Return Fund SPC52,000$3.56M2.84%––
Mutual of America Capital Management LLC52,887$3.62M0.04%––
Kanawha Capital Management LLC53,384$3.65M0.36%––
Graybill Bartz & Assoc Ltd54,106$3.70M1.96%––
Regions Financial Corp54,315$3.72M0.03%––
Calamos Advisors LLC55,020$3.77M0.02%––
Swedbank AB55,701$3.81M0.01%––
Greenwood Gearhart Inc56,167$3.85M0.68%––
American National Insurance Co56,483$3.87M0.16%––
Delta Asset Management LLC57,184$3.91M0.40%––
Sheets Smith Wealth Management57,484$3.94M0.58%––
Moody National Bank Trust Division58,991$4.04M0.10%––
ProShare Advisors LLC60,166$4.12M0.01%––
Susquehanna International Group, LLP60,431$4.14M0.01%––
Allied Investment Advisors, LLC62,784$4.30M1.84%––
Natixis Advisors, L.P.63,618$4.35M0.02%––
State of Alaska, Department of Revenue63,869$4.37M0.05%––
Andra AP-fonden63,900$4.37M0.10%––
Zurich Insurance Group Ltd64,917$4.44M0.06%––
Clifford Swan Investment Counsel LLC67,111$4.59M0.19%––
British Columbia Investment Management Corp67,487$4.62M0.03%––
Arnhold LLC67,527$4.62M0.55%––
Osborne Partners Capital Management, LLC67,766$4.64M0.42%––
Texas Permanent School Fund68,071$4.66M0.06%––
Daiwa Securities Group Inc.68,416$4.68M0.03%––
FIL Ltd69,680$4.77M0.01%––
Gofen & Glossberg LLC69,777$4.78M0.12%––
Bahl & Gaynor Inc69,819$4.78M0.03%––
Banco de Sabadell, S.A69,144$4.80M0.49%––
Forsta Ap-Fonden70,900$4.85M0.07%––
Lincoln Capital LLC71,777$4.91M1.53%––
Guggenheim Capital LLC72,201$4.94M0.03%––
Fiduciary Trust Co72,674$4.97M0.10%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.72,811$4.98M0.02%––
Fundsmith Long/Short Master Fund73,375$5.02M4.15%––
Public Employees Retirement Association of Colorado73,691$5.04M0.02%––
Windward Capital Management Co73,864$5.06M0.51%––
Prospector Partners LLC74,540$5.10M0.66%––
Candriam Luxembourg S.C.A.78,675$5.11M0.04%––
LSV Asset Management75,700$5.18M0.01%––
Westpac Banking Corp77,375$5.30M0.06%––
Glenmede Trust Co NA77,629$5.31M0.03%––
Creative Planning77,821$5.33M0.01%––
Swiss Life Asset Management Ltd79,038$5.41M0.08%––
Vontobel Holding Ltd.79,699$5.46M0.04%––
Comerica Bank77,412$5.52M0.03%––
Cullen/Frost Bankers, Inc.81,013$5.54M0.12%––
HM Payson & Co81,331$5.57M0.15%––
Pictet & Cie (Europe) SA81,520$5.58M0.22%––
Nomura Asset Management Co Ltd81,785$5.60M0.04%––
Utah Retirement Systems81,952$5.61M0.08%––
Bright Rock Capital Management, LLC82,000$5.61M1.43%––
Peapack Gladstone Financial Corp84,624$5.79M0.15%––
CIBC Asset Management Inc85,142$5.83M0.02%––
Raymond James Financial Services Advisors, Inc.85,720$5.87M0.01%––
Middleton & Co Inc85,848$5.88M0.66%––
Advisor Group Holdings, Inc.87,393$5.98M0.01%––
Brinker Capital Investments, LLC87,640$6.00M0.09%––