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
Macquarie Group Ltd	47,434	$3.25M	0.00%	–	–
Nordea Investment Management AB	46,953	$3.21M	0.00%	–	–
Gateway Investment Advisers LLC	46,411	$3.18M	0.03%	–	–
Tufton Capital Management	45,754	$3.13M	0.53%	–	–
Shell Asset Management Co	45,507	$3.12M	0.06%	–	–
Evoke Wealth, LLC	45,484	$3.11M	0.14%	–	–
IFM Investors Pty Ltd	45,223	$3.10M	0.08%	–	–
Hartford Investment Management Co	44,584	$3.05M	0.08%	–	–
Ingalls & Snyder LLC	44,377	$3.04M	0.14%	–	–
Ipswich Investment Management Co., Inc.	43,685	$2.99M	0.84%	–	–
GM Advisory Group, Inc.	43,092	$2.95M	0.35%	–	–
Silvercrest Asset Management Group LLC	42,994	$2.94M	0.02%	–	–
Dai-Ichi Life Insurance Company, Ltd	41,602	$2.85M	0.04%	–	–
Cohen Klingenstein LLC	41,578	$2.85M	0.13%	–	–
Tower Research Capital LLC (TRC)	41,464	$2.84M	0.05%	–	–
Point72 Hong Kong Ltd	41,306	$2.83M	0.23%	–	–
SG Americas Securities, LLC	40,886	$2.80M	0.02%	–	–
Cacti Asset Management LLC	40,334	$2.76M	0.24%	–	–
Aptus Capital Advisors, LLC	39,017	$2.67M	0.14%	–	–
Worldquant Millennium Advisors LLC	38,988	$2.67M	0.06%	–	–
Baird Financial Group, Inc.	38,689	$2.65M	0.01%	–	–
Sandy Spring Bank	37,832	$2.59M	0.15%	–	–
Wesbanco Bank Inc	37,709	$2.58M	0.10%	–	–
Verition Fund Management LLC	37,718	$2.58M	0.05%	–	–
Heritage Investors Management Corp	35,846	$2.45M	0.11%	–	–
Erste Asset Management GmbH	35,000	$2.44M	0.06%	–	–
Bridgeway Capital Management, LLC	35,475	$2.43M	0.05%	–	–
Securian Asset Management, Inc	35,182	$2.41M	0.05%	–	–
M. Kraus & Co	34,886	$2.39M	0.93%	–	–
Brown Brothers Harriman & Co	34,537	$2.36M	0.02%	–	–
Norinchukin Bank, The	33,891	$2.32M	0.03%	–	–
Oregon Public Employees Retirement Fund	33,811	$2.31M	0.03%	–	–
Dearborn Partners LLC	33,442	$2.29M	0.10%	–	–
Chartwell Investment Partners, LLC	33,272	$2.28M	0.07%	–	–
Farmers & Merchants Investments Inc	33,121	$2.27M	0.11%	–	–
Private Advisor Group, LLC	32,932	$2.25M	0.02%	–	–
Teza Capital Management LLC	32,818	$2.25M	0.45%	–	–
Mirae Asset Global Investments Co., Ltd.	32,788	$2.24M	0.01%	–	–
Raymond James Trust N.A.	32,438	$2.22M	0.08%	–	–
MML Investors Services, LLC	32,218	$2.21M	0.02%	–	–
Cambridge Investment Research Advisors, Inc.	31,752	$2.17M	0.01%	–	–
Teachers Retirement System of the State of Kentucky	31,557	$2.16M	0.02%	–	–
Shelter Mutual Insurance Co	31,200	$2.14M	0.60%	–	–
Maryland State Retirement & Pension System	31,201	$2.14M	0.07%	–	–
Birch Run Capital Advisors, LP	31,000	$2.12M	0.81%	–	–
AMG National Trust Bank	30,792	$2.11M	0.07%	–	–
Huntington National Bank	29,987	$2.05M	0.02%	–	–
Tredje AP-fonden	29,890	$2.05M	0.05%	–	–
Elo Mutual Pension Insurance Co	29,690	$2.03M	0.07%	–	–
Atria Investments LLC	29,332	$2.01M	0.04%	–	–
Lee Danner & Bass Inc	28,998	$1.99M	0.19%	–	–
Evercore Wealth Management, LLC	28,812	$1.97M	0.04%	–	–
Close Asset Management Ltd	28,744	$1.97M	0.10%	–	–
TCTC Holdings, LLC	28,626	$1.96M	0.09%	–	–
ExodusPoint Capital Management, LP	28,469	$1.95M	0.04%	–	–
Schonfeld Strategic Advisors LLC	28,153	$1.93M	0.03%	–	–
Gabelli Funds LLC	28,000	$1.92M	0.01%	–	–
Pacer Advisors, Inc.	27,912	$1.91M	0.03%	–	–
Bartlett & Co. LLC	27,590	$1.89M	0.04%	–	–
Bartlett & Co. Wealth Management LLC	27,590	$1.89M	0.04%	–	–
Steward Partners Investment Advisory, LLC	27,513	$1.88M	0.03%	–	–
Captrust Financial Advisors	27,509	$1.88M	0.02%	–	–
Mirabella Financial Services LLP	27,428	$1.88M	0.59%	–	–
Kestra Advisory Services, LLC	27,141	$1.86M	0.02%	–	–
Country Club Trust Company, n.a.	26,567	$1.85M	0.17%	–	–
ING Groep NV	26,990	$1.85M	0.04%	–	–
Exane Derivatives	26,534	$1.82M	0.55%	–	–
Engineers Gate Manager LP	26,302	$1.80M	0.09%	–	–
Gamco Investors, Inc. Et Al	25,794	$1.77M	0.02%	–	–
New Mexico Educational Retirement Board	25,708	$1.76M	0.07%	–	–
Aigen Investment Management, LP	25,686	$1.76M	0.23%	–	–
CNH Partners LLC	25,656	$1.76M	0.06%	–	–
Sumitomo Mitsui DS Asset Management Company, Ltd	25,625	$1.75M	0.05%	–	–
Sciencast Management LP	24,959	$1.73M	0.35%	–	–
Louisiana State Employees Retirement System	25,300	$1.73M	0.05%	–	–
BTR Capital Management Inc	25,225	$1.73M	0.25%	–	–
HighTower Trust Services, LTA	25,187	$1.72M	0.23%	–	–
Holowesko Partners Ltd.	25,000	$1.71M	0.48%	–	–
Eqis Capital Management, Inc.	24,749	$1.69M	0.13%	–	–
Telos Capital Management, Inc.	24,620	$1.69M	0.24%	–	–
Hartford Financial Management Inc.	24,507	$1.68M	0.42%	–	–
J.P. Marvel Investment Advisors, LLC	24,408	$1.67M	0.40%	–	–
Kentucky Retirement Systems	24,257	$1.66M	0.08%	–	–
Crossmark Global Holdings, Inc.	24,157	$1.65M	0.04%	–	–
Capitolis Advisors LLC	23,719	$1.62M	0.03%	–	–
Rockefeller Capital Management L.P.	23,534	$1.61M	0.01%	–	–
Tiaa, FSB	23,481	$1.61M	0.01%	–	–
Blueshift Asset Management, LLC	23,201	$1.59M	0.16%	–	–
Okabena Investment Services Inc	23,073	$1.58M	0.85%	–	–
Woodstock Corp	22,901	$1.57M	0.20%	–	–
Hantz Financial Services, Inc.	22,688	$1.55M	0.06%	–	–
Y-Intercept (Hong Kong) Ltd	22,023	$1.54M	0.41%	–	–
Burney Co	22,397	$1.53M	0.08%	–	–
Markston International LLC	22,320	$1.53M	0.17%	–	–
Amalgamated Bank	22,289	$1.53M	0.06%	–	–
Mercer Global Advisors Inc	22,001	$1.51M	0.01%	–	–
Connable Office Inc	22,000	$1.51M	0.22%	–	–
Alexandria Capital, LLC	21,985	$1.50M	0.15%	–	–
Cullinan Associates Inc	21,577	$1.48M	0.08%	–	–
Whittier Trust Co	21,532	$1.47M	0.03%	–	–