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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
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund124,900$8.55M0.08%––
SEI Investments Co124,690$8.49M0.02%––
Comgest Global Investors S.A.S.123,200$8.43M0.13%––
Robeco Institutional Asset Management B.V.120,424$8.24M0.02%––
Cohen Capital Management, Inc.111,762$8.22M1.51%––
Amica Mutual Insurance Co116,316$7.96M0.91%––
Arizona State Retirement System115,972$7.94M0.07%––
Mackay Shields LLC115,914$7.93M0.06%––
Markel Group Inc.SuperinvestorMarkel Group113,860$7.79M0.11%––
Bradley Foster & Sargent Inc111,052$7.60M0.19%––
First Manhattan Co110,960$7.59M0.03%––
Cubist Systematic Strategies, LLC110,090$7.54M0.10%––
EFG Asset Management (Americas) Corp.108,422$7.44M1.52%––
HighTower Advisors, LLC107,029$7.32M0.02%––
Interval Partners, LP106,641$7.30M0.48%––
Meyer Handelman Co105,562$7.23M0.30%––
Handelsbanken Fonder AB104,698$7.17M0.04%––
AQR Capital Management LLC104,017$7.12M0.01%––
LPL Financial LLC103,202$7.06M0.01%––
State of Michigan Retirement System102,271$7.00M0.04%––
First Republic Investment Management, Inc.100,684$6.89M0.02%––
Steigerwald, Gordon & Koch Inc.98,720$6.76M1.26%––
Varma Mutual Pension Insurance Co98,000$6.71M0.10%––
MetLife Investment Management97,142$6.65M0.06%––
Schwartz Investment Counsel Inc97,000$6.64M0.29%––
Holocene Advisors, LP96,895$6.63M0.04%––
DnB Asset Management AS96,469$6.60M0.05%––
Lazard Asset Management LLC95,835$6.56M0.01%––
Commerce Bank93,135$6.38M0.05%––
Truist Financial Corp92,666$6.34M0.01%––
Jefferies Group LLC92,400$6.32M0.15%––
Janney Montgomery Scott LLC91,194$6.24M0.03%––
State of Tennessee, Treasury Department90,793$6.21M0.03%––
Fifth Third Bancorp89,975$6.16M0.03%––
Brinker Capital Investments, LLC87,640$6.00M0.09%––
Advisor Group Holdings, Inc.87,393$5.98M0.01%––
Middleton & Co Inc85,848$5.88M0.66%––
Raymond James Financial Services Advisors, Inc.85,720$5.87M0.01%––
CIBC Asset Management Inc85,142$5.83M0.02%––
Peapack Gladstone Financial Corp84,624$5.79M0.15%––
Bright Rock Capital Management, LLC82,000$5.61M1.43%––
Utah Retirement Systems81,952$5.61M0.08%––
Nomura Asset Management Co Ltd81,785$5.60M0.04%––
Pictet & Cie (Europe) SA81,520$5.58M0.22%––
HM Payson & Co81,331$5.57M0.15%––
Cullen/Frost Bankers, Inc.81,013$5.54M0.12%––
Comerica Bank77,412$5.52M0.03%––
Vontobel Holding Ltd.79,699$5.46M0.04%––
Swiss Life Asset Management Ltd79,038$5.41M0.08%––
Creative Planning77,821$5.33M0.01%––
Glenmede Trust Co NA77,629$5.31M0.03%––
Westpac Banking Corp77,375$5.30M0.06%––
LSV Asset Management75,700$5.18M0.01%––
Candriam Luxembourg S.C.A.78,675$5.11M0.04%––
Prospector Partners LLC74,540$5.10M0.66%––
Windward Capital Management Co73,864$5.06M0.51%––
Public Employees Retirement Association of Colorado73,691$5.04M0.02%––
Fundsmith Long/Short Master Fund73,375$5.02M4.15%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.72,811$4.98M0.02%––
Fiduciary Trust Co72,674$4.97M0.10%––
Guggenheim Capital LLC72,201$4.94M0.03%––
Lincoln Capital LLC71,777$4.91M1.53%––
Forsta Ap-Fonden70,900$4.85M0.07%––
Banco de Sabadell, S.A69,144$4.80M0.49%––
Bahl & Gaynor Inc69,819$4.78M0.03%––
Gofen & Glossberg LLC69,777$4.78M0.12%––
FIL Ltd69,680$4.77M0.01%––
Daiwa Securities Group Inc.68,416$4.68M0.03%––
Texas Permanent School Fund68,071$4.66M0.06%––
Osborne Partners Capital Management, LLC67,766$4.64M0.42%––
Arnhold LLC67,527$4.62M0.55%––
British Columbia Investment Management Corp67,487$4.62M0.03%––
Clifford Swan Investment Counsel LLC67,111$4.59M0.19%––
Zurich Insurance Group Ltd64,917$4.44M0.06%––
Andra AP-fonden63,900$4.37M0.10%––
State of Alaska, Department of Revenue63,869$4.37M0.05%––
Natixis Advisors, L.P.63,618$4.35M0.02%––
Allied Investment Advisors, LLC62,784$4.30M1.84%––
Susquehanna International Group, LLP60,431$4.14M0.01%––
ProShare Advisors LLC60,166$4.12M0.01%––
Moody National Bank Trust Division58,991$4.04M0.10%––
Sheets Smith Wealth Management57,484$3.94M0.58%––
Delta Asset Management LLC57,184$3.91M0.40%––
American National Insurance Co56,483$3.87M0.16%––
Greenwood Gearhart Inc56,167$3.85M0.68%––
Swedbank AB55,701$3.81M0.01%––
Calamos Advisors LLC55,020$3.77M0.02%––
Regions Financial Corp54,315$3.72M0.03%––
Graybill Bartz & Assoc Ltd54,106$3.70M1.96%––
Kanawha Capital Management LLC53,384$3.65M0.36%––
Mutual of America Capital Management LLC52,887$3.62M0.04%––
Leverage Partners Absolute Return Fund SPC52,000$3.56M2.84%––
KBC Group NV51,623$3.53M0.01%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys50,984$3.49M0.04%––
Wesleyan Assurance Society50,750$3.47M0.46%––
Mitsubishi UFJ Asset Management (UK) Ltd.50,500$3.46M1.53%––
Metropolitan Life Insurance Co49,834$3.41M0.05%––
Martin Investment Management, LLC49,039$3.36M0.95%––
Connor, Clark & Lunn Investment Management Ltd.48,686$3.33M0.02%––
Ameritas Investment Partners, Inc.48,021$3.26M0.12%––