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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
XXEC, Inc.21,297$1.46M1.03%––
YHB Investment Advisors, Inc.20,365$1.44M0.12%––
Alberta Investment Management Corp20,700$1.42M0.01%––
Bokf, NA20,545$1.41M0.03%––
Ferguson Wellman Capital Management, Inc20,547$1.41M0.05%––
M Holdings Securities, Inc.20,533$1.41M0.13%––
Cumberland Partners Ltd20,290$1.39M0.11%––
Trust Co of Vermont19,889$1.36M0.10%––
NBT Bank N A19,870$1.36M0.20%––
Pendal Group Limited19,757$1.35M0.01%––
Copeland Capital Management, LLC19,598$1.34M0.04%––
Synovus Financial Corp19,424$1.33M0.01%––
Mariner, LLC19,371$1.33M0.01%––
Triangle Securities Wealth Management19,379$1.33M0.48%––
Birch Hill Investment Advisors LLC19,246$1.32M0.07%––
Amica Retiree Medical Trust19,199$1.31M0.89%––
Blair William & Co19,061$1.30M0.00%––
People's United Financial, Inc.19,059$1.30M0.03%––
IFP Advisors, Inc19,075$1.30M0.03%––
Scotia Capital Inc.18,848$1.29M0.01%––
Magnetar Financial LLC18,824$1.29M0.01%––
PFS Investments Inc.18,642$1.28M0.03%––
Monarch Capital Management Inc18,564$1.27M0.38%––
Prelude Capital Management, LLC18,530$1.27M0.09%––
Northwestern Mutual Investment Management Company, LLC18,480$1.26M0.02%––
Canandaigua National Corp18,423$1.26M0.21%––
MRJ Capital Inc18,300$1.25M0.78%––
Veritable, L.P.18,046$1.24M0.02%––
Matthew Goff Investment Advisor, LLC17,747$1.22M0.34%––
Parsons Capital Management Inc17,560$1.20M0.10%––
Xponance, Inc.17,366$1.19M0.03%––
Whittier Trust Co of Nevada Inc17,338$1.19M0.05%––
Quadrature Capital Ltd17,199$1.18M0.06%––
Exchange Capital Management, Inc.17,120$1.17M0.24%––
Quantitative Systematic Strategies LLC16,988$1.16M0.18%––
Dowling & Yahnke LLC16,951$1.16M0.08%––
Banque Cantonale Vaudoise16,815$1.15M0.06%––
Arden Trust Co16,698$1.14M0.19%––
Mackenzie Financial Corp16,528$1.13M0.00%––
Highland Capital Management, LLC16,265$1.11M0.07%––
Shelter Ins Retirement Plan16,000$1.09M0.56%––
Sit Investment Associates Inc15,855$1.08M0.03%––
Veracity Capital LLC15,858$1.08M0.51%––
Advisors Asset Management, Inc.15,472$1.06M0.02%––
Boothbay Fund Management, LLC15,404$1.05M0.06%––
Boston Private Wealth LLC15,389$1.05M0.01%––
TD Private Client Wealth LLC15,226$1.04M0.05%––
E. Ohman J:or Asset Management AB15,200$1.04M0.04%––
OneAscent Wealth Management LLC15,015$1.03M0.44%––
Ally Financial Inc.15,000$1.03M0.10%––
Arthur M. Cohen & Associates, LLC15,000$1.03M0.24%––
Southport Management, L.L.C.15,000$1.03M3.80%––
Waters Parkerson & Co., LLC14,871$1.02M0.06%––
Rossmore Private Capital14,814$1.01M0.19%––
Bayesian Capital Management, LP14,716$1.01M0.23%––
Cigna Investments Inc14,663$1.00M0.07%––
Bank Julius Baer & Co. Ltd, Zurich14,581$998.0K0.01%––
AE Wealth Management LLC14,388$985.0K0.01%––
BP PLC14,339$982.0K0.03%––
D.A. Davidson & Co.14,243$975.0K0.01%––
Cypress Capital Group14,068$963.0K0.14%––
Savant Capital, LLC14,031$960.0K0.05%––
Trust Co of Toledo NA13,956$956.0K0.17%––
IBM Retirement Fund13,910$952.0K0.07%––
Wealthfront Advisers LLC13,874$950.0K0.01%––
Toews Corp13,700$938.0K0.08%––
Ironwood Investment Management LLC13,682$937.0K0.50%––
Bennicas & Associates, Inc.12,563$935.0K0.54%––
Nichols & Pratt Advisers LLP13,632$933.0K0.07%––
Marshall Wace, LLP13,442$920.0K0.00%––
Proequities, Inc.13,379$916.0K0.06%––
Northwestern Mutual Wealth Management Co13,242$907.0K0.00%––
Impax Asset Management Group plc13,234$906.0K0.00%––
Regentatlantic Capital LLC13,219$905.0K0.03%––
Essex Financial Services, Inc.13,207$904.0K0.16%––
Palladium Partners LLC13,160$901.0K0.04%––
Bank Pictet & Cie (Asia) Ltd13,158$901.0K0.28%––
NJ State Employees Deferred Compensation Plan13,001$890.0K0.13%––
Barings LLC12,930$885.0K0.02%––
Federation des caisses Desjardins du Quebec12,910$883.8K0.01%––
Davenport & Co LLC12,871$881.0K0.01%––
World Asset Management Inc11,291$879.0K0.08%––
Courier Capital LLC12,825$878.0K0.09%––
GWM Advisors LLC12,817$877.0K0.03%––
Neville Rodie & Shaw Inc12,724$871.0K0.07%––
Salem Investment Counselors Inc12,576$861.0K0.05%––
Systematic Alpha Investments, LLC12,550$859.0K0.06%––
Bluestein R H & Co12,515$857.0K0.04%––
Redpoint Investment Management Pty Ltd12,524$857.0K0.07%––
FORA Capital, LLC12,443$852.0K0.28%––
Thomasville National Bank8,802$830.0K0.15%––
Achmea Investment Management B.V.12,106$829.0K0.03%––
Stephens Inc12,066$826.0K0.01%––
Cetera Advisor Networks LLC11,958$819.0K0.02%––
Webster Bank, N. A.11,891$814.0K0.09%––
Old National Bancorp11,865$812.0K0.03%––
Marble Harbor Investment Counsel, LLC11,820$809.0K0.11%––
New England Research & Management, Inc.10,450$807.0K0.44%––
Glenview Trust Co11,791$807.0K0.03%––
Mayflower Financial Advisors, LLC11,721$802.0K0.12%––