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
Amundi Asset Management US, Inc.535,212$36.6M0.03%––
Factory Mutual Insurance Co528,619$36.2M0.46%––
State Board of Administration of Florida Retirement System520,233$35.6M0.07%––
Bel Air Investment Advisors LLC518,545$35.5M1.15%––
Principal Financial Group Inc517,932$35.5M0.02%––
APG Asset Management N.V.594,688$34.6M0.06%––
Nissay Asset Management Corp492,164$33.7M0.33%––
New York State Teachers Retirement System473,934$32.4M0.07%––
Scharf Investments, LLC438,695$30.0M1.04%––
Gulf International Bank (UK) Ltd379,931$28.6M0.40%––
Employees Retirement System of Texas411,309$28.2M0.36%––
Railway Pension Investments Ltd406,500$27.8M0.26%––
Allianz Asset Management GmbH403,407$27.6M0.03%––
Islet Management, LP400,000$27.4M1.39%––
Citigroup Inc392,098$26.8M0.03%––
Thrivent Financial for Lutherans387,022$26.5M0.06%––
Marathon Asset Management LLP375,946$25.7M0.36%––
Prudential Financial Inc373,300$25.6M0.04%––
Public Sector Pension Investment Board371,577$25.4M0.17%––
Vaughan Nelson Investment Management, L.P.370,387$25.4M0.27%––
Lansdowne Partners (UK) LLP365,678$25.0M1.11%––
Ameriprise Financial Inc361,947$24.8M0.01%––
Victory Capital Management Inc358,447$24.5M0.03%––
Cramer Rosenthal McGlynn LLC352,434$24.1M0.80%––
Welch & Forbes LLC351,612$24.1M0.44%––
Two Sigma Investments, LP340,556$23.3M0.07%––
CIBC World Markets Corp338,864$23.2M0.15%––
Great West Life Assurance Co338,722$23.1M0.06%––
Prudential PLC332,559$22.8M0.16%––
Main Street Research LLC331,089$22.7M2.13%––
Natixis330,467$22.6M0.07%––
Nippon Life Global Investors Americas, Inc.329,580$22.6M1.23%––
Mitsubishi UFJ Trust & Banking Corp326,960$22.3M0.05%––
Davidson Kempner Capital Management LP321,952$22.0M0.22%––
Pinebridge Investments, L.P.320,114$21.9M0.28%––
Connecticut Wealth Management, LLC313,722$21.5M1.96%––
Altrinsic Global Advisors LLC311,532$21.3M0.67%––
Clark Capital Management Group, Inc.304,533$20.8M0.32%––
Nicholas Company, Inc.300,935$20.6M0.39%––
Man Group plc290,614$19.9M0.09%––
Sandbar Asset Management LLP290,201$19.9M2.63%––
Chevy Chase Trust Holdings, Inc.277,449$19.0M0.07%––
Prio Wealth Limited Partnership275,632$18.9M0.68%––
First Trust Advisors LP275,041$18.8M0.02%––
Moody Lynn & Lieberson, LLC260,325$17.8M1.48%––
Raymond James & Associates249,799$17.1M0.02%––
State of New Jersey Common Pension Fund D247,956$17.0M0.06%––
Squarepoint Ops LLC242,301$16.6M0.15%––
Teacher Retirement System of Texas241,593$16.5M0.09%––
Ensign Peak Advisors, Inc240,993$16.5M0.04%––
Voloridge Investment Management, LLC223,132$15.3M0.11%––
Public Employees Retirement System of Ohio220,668$15.1M0.06%––
MAI Capital Management217,058$14.9M0.34%––
AXA S.A.214,241$14.7M0.04%––
Korea Investment CORP210,750$14.4M0.05%––
CQS (US), LLC202,492$13.9M0.92%––
Rathbone Brothers plc197,055$13.5M0.17%––
Skandinaviska Enskilda Banken AB (publ)196,869$13.5M0.09%––
Canada Pension Plan Investment Board196,675$13.5M0.02%––
London & Capital Asset Management Ltd195,170$13.4M1.25%––
Scopus Asset Management, L.P.194,377$13.3M0.23%––
US Bancorp194,352$13.3M0.03%––
Asset Management One Co.,Ltd.193,002$13.2M0.05%––
Tudor Investment Corp Et Al192,499$13.2M0.28%––
AMP Capital Investors Ltd189,854$13.0M0.07%––
General American Investors Co Inc189,085$12.9M1.21%––
Rheos Capital Works Inc.187,000$12.8M0.85%––
Envestnet Asset Management Inc185,313$12.7M0.01%––
Two Sigma Advisers, LP184,900$12.7M0.03%––
Zurcher Kantonalbank (Zurich Cantonalbank)183,488$12.6M0.07%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main181,914$12.5M0.02%––
Reilly Financial Advisors, LLC178,850$12.2M1.08%––
Rockland Trust Co177,916$12.2M0.88%––
M&T Bank Corp173,304$11.9M0.05%––
Storebrand Asset Management AS171,451$11.7M0.06%––
Qube Research & Technologies Ltd169,501$11.6M0.19%––
Standard Life Aberdeen plc168,859$11.6M0.03%––
Banque Pictet & Cie SA168,252$11.5M0.15%––
Davidson Investment Advisors168,055$11.5M0.98%––
Voya Investment Management LLC167,623$11.5M0.02%––
NN Investment Partners Holdings N.V.166,160$11.4M0.07%––
B. Metzler seel. Sohn & Co. Holding AG165,252$11.3M0.19%––
Stifel Financial Corp164,759$11.3M0.02%––
Carlson Capital L P163,070$11.2M0.42%––
Farr Miller & Washington LLC159,160$10.9M0.77%––
United Capital Financial Advisers, LLC159,027$10.9M0.06%––
Carnegie Capital Asset Management, LLC157,702$10.8M0.45%––
Royal London Asset Management Ltd155,881$10.7M0.05%––
Tocqueville Asset Management L.P.153,351$10.5M0.16%––
TD Asset Management Inc152,349$10.4M0.01%––
Retirement Systems of Alabama152,048$10.4M0.04%––
Treasurer of the State of North Carolina149,780$10.3M0.06%––
MUFG Americas Holdings Corp146,085$10.0M0.20%––
American International Group, Inc.142,633$9.76M0.04%––
Commonwealth Equity Services, LLC141,236$9.67M0.03%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.134,897$9.23M0.06%––
Winton Group Ltd128,145$8.77M0.50%––
Nisa Investment Advisors, LLC126,365$8.65M0.05%––
Keybank National Association125,801$8.61M0.04%––
Foyston, Gordon, & Payne Inc125,032$8.56M2.02%––