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, Q2 2021
Institutional positions in Otis Worldwide Corp as of Jun 30, 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
- 1,142
- +20 vs. Q1 2021
- Shares held
- 359.4M
- −15.0M (−4.0%) vs. Q1 2021
- Total value
- $29.4B
- +$3.75B (+14.6%) vs. Q1 2021
- New holders
- 116
- 334 more added
- Sold out
- 96
- 485 more reduced
12 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| 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, Q2 2021
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,681,678 | $3.08B | 0.08% | −142,418−0.4% | Reduced |
| BlackRock Inc. | 35,336,365 | $2.89B | 0.08% | +956,521+2.8% | Added |
| State Street Corp | 16,054,084 | $1.31B | 0.07% | −10,517,432−39.6% | Reduced |
| FMR LLC | 11,981,167 | $979.7M | 0.08% | +3,640,221+43.6% | Added |
| Massachusetts Financial Services Co | 11,056,102 | $904.1M | 0.26% | −405,995−3.5% | Reduced |
| Fiera Capital Corp | 10,261,976 | $839.1M | 2.15% | +38,412+0.4% | Added |
| Geode Capital Management, LLC | 8,051,334 | $657.2M | 0.09% | +495,981+6.6% | Added |
| Capital Research Global Investors | 7,357,583 | $601.6M | 0.14% | −795,551−9.8% | Reduced |
| Alliancebernstein L.P. | 7,202,643 | $589.0M | 0.24% | +159,845+2.3% | Added |
| Bank of New York Mellon Corp | 7,043,433 | $575.9M | 0.11% | −494,217−6.6% | Reduced |
| Dodge & Cox | 6,240,505 | $510.3M | 0.33% | −216,531−3.4% | Reduced |
| Invesco Ltd. | 6,142,568 | $502.3M | 0.12% | +1,093,261+21.7% | Added |
| Norges Bank | 5,489,338 | $448.9M | 0.10% | +22,973+0.4% | Added |
| BLS Capital Fondsmaeglerselskab A/S | 5,199,317 | $425.1M | 16.84% | +673,844+14.9% | Added |
| Ako Capital LLP | 4,960,493 | $405.6M | 4.57% | −573,521−10.4% | Reduced |
| Deccan Value Investors L.P. | 4,671,900 | $382.0M | 15.06% | −3,600−0.1% | Reduced |
| Northern Trust Corp | 4,558,588 | $372.8M | 0.07% | −26,535−0.6% | Reduced |
| Vontobel Asset Management Inc | 4,238,613 | $358.2M | 1.84% | +346,251+8.9% | Added |
| Bank of America Corp | 4,174,013 | $341.3M | 0.04% | −398,547−8.7% | Reduced |
| Wellington Management Group LLP | 4,133,008 | $338.0M | 0.06% | +2,391,396+137.3% | Added |
| Clearbridge Investments, LLC | 3,436,941 | $281.0M | 0.20% | −43,241−1.2% | Reduced |
| Sarasin & Partners LLP | 3,420,353 | $279.7M | 2.92% | −308,552−8.3% | Reduced |
| Boston Partners | 3,323,892 | $271.9M | 0.35% | −11,915−0.4% | Reduced |
| CIBC Private Wealth Group, LLC | 3,246,148 | $265.4M | 0.61% | +16,515+0.5% | Added |
| Deutsche Bank AG | 3,214,377 | $262.8M | 0.13% | +1,132,425+54.4% | Added |
| Goldman Sachs Group Inc | 3,099,492 | $253.4M | 0.07% | +2,200,922+244.9% | Added |
| Legal & General Group Plc | 3,034,873 | $248.2M | 0.08% | +510,219+20.2% | Added |
| Los Angeles Capital Management LLC | 2,966,182 | $242.5M | 1.07% | +569,101+23.7% | Added |
| Price T Rowe Associates Inc | 2,900,897 | $237.2M | 0.02% | −206,917−6.7% | Reduced |
| Gates Capital Management, Inc. | 2,817,828 | $230.4M | 6.64% | −152,171−5.1% | Reduced |
| Janus Henderson Group PLC | 2,798,911 | $228.8M | 0.10% | +1,437,827+105.6% | Added |
| Dimensional Fund Advisors LP | 2,680,823 | $219.2M | 0.07% | +4,188+0.2% | Added |
| Suvretta Capital Management, LLC | 2,625,693 | $214.7M | 3.22% | −247,300−8.6% | Reduced |
| Morgan Stanley | 2,579,713 | $210.9M | 0.03% | +195,439+8.2% | Added |
| London Co of Virginia | 2,521,349 | $206.2M | 1.10% | +74,831+3.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,420,935 | $198.0M | 0.99% | +453,124+23.0% | Added |
| Eagle Asset Management Inc | 2,142,528 | $182.8M | 0.78% | +588,212+37.8% | Added |
| Artisan Partners Limited Partnership | 2,185,727 | $178.7M | 0.21% | +1,068,693+95.7% | Added |
| Credit Suisse AG | 1,993,323 | $163.6M | 0.13% | −5,455,687−73.2% | Reduced |
| State of Wisconsin Investment Board | 1,989,110 | $162.6M | 0.34% | +97,016+5.1% | Added |
| Menora Mivtachim Holdings Ltd. | 1,980,500 | $161.9M | 2.33% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 1,947,469 | $159.2M | 0.05% | +196,948+11.3% | Added |
| Charles Schwab Investment Management Inc | 1,920,250 | $157.0M | 0.05% | +29,678+1.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,847,226 | $151.0M | 0.09% | +63,155+3.5% | Added |
| Renaissance Technologies LLC | 1,830,600 | $149.7M | 0.19% | −24,100−1.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,817,257 | $148.6M | 0.32% | −377,837−17.2% | Reduced |
| JPMorgan Chase & Co | 1,792,830 | $146.6M | 0.02% | −924,835−34.0% | Reduced |
| Schroder Investment Management Group | 1,782,621 | $145.8M | 0.18% | +1,024,302+135.1% | Added |
| Wells Fargo & Company | 1,730,563 | $141.5M | 0.03% | +268,222+18.3% | Added |
| D. E. Shaw & Co., Inc. | 1,717,444 | $140.4M | 0.16% | +700,966+69.0% | Added |
| Swiss National Bank | 1,680,557 | $137.4M | 0.08% | +99,003+6.3% | Added |
| Primecap Management Co | 1,675,448 | $137.0M | 0.09% | −11,650−0.7% | Reduced |
| UBS Asset Management Americas Inc | 1,659,312 | $135.7M | 0.06% | +144,067+9.5% | Added |
| Marshall Wace Asia Ltd | 1,564,349 | $127.9M | 2.70% | +700,443+81.1% | Added |
| Alphinity Investment Management Pty Ltd | 1,558,018 | $127.4M | 4.79% | +215,323+16.0% | Added |
| Royal Bank of Canada | 1,548,838 | $126.6M | 0.04% | −445,553−22.3% | Reduced |
| Formuepleje A/S | 1,461,044 | $119.5M | 4.62% | −171,220−10.5% | Reduced |
| Fisher Asset Management, LLC | 1,279,950 | $104.7M | 0.07% | −72,956−5.4% | Reduced |
| Parametric Portfolio Associates LLC | 1,193,314 | $97.6M | 0.05% | +82,382+7.4% | Added |
| Eminence Capital, LP | 1,182,487 | $96.7M | 1.20% | +1,182,487 | New |
| Putnam Investments LLC | 1,172,035 | $95.8M | 0.15% | +735+0.1% | Added |
| Jennison Associates LLC | 1,152,278 | $94.2M | 0.06% | +66,002+6.1% | Added |
| VGI Partners Ltd | 1,147,136 | $93.8M | 7.42% | −42,781−3.6% | Reduced |
| Aviva PLC | 1,140,370 | $93.2M | 0.41% | +92,605+8.8% | Added |
| Lazard Freres Gestion S.A.S. | 1,285,832 | $88.7M | 2.86% | −21,841−1.7% | Reduced |
| Brown Advisory Inc | 1,040,413 | $85.1M | 0.13% | +14,806+1.4% | Added |
| Federated Hermes, Inc. | 1,005,651 | $82.2M | 0.15% | −131,966−11.6% | Reduced |
| California Public Employees Retirement System | 960,875 | $78.6M | 0.06% | −26,862−2.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 920,127 | $75.2M | 0.09% | −707,212−43.5% | Reduced |
| Pictet Asset Management Ltd | 915,083 | $74.8M | 0.08% | +83,893+10.1% | Added |
| DekaBank Deutsche Girozentrale | 901,971 | $73.4M | 0.21% | −270,114−23.0% | Reduced |
| Fayez Sarofim & Co | 820,206 | $67.1M | 0.23% | +4,957+0.6% | Added |
| Neuberger Berman Group LLC | 811,781 | $66.2M | 0.06% | +2,513+0.3% | Added |
| Russell Investments Group, Ltd. | 792,940 | $64.9M | 0.11% | −6,264−0.8% | Reduced |
| Nissay Asset Management Corp | 791,124 | $64.7M | 0.57% | +298,960+60.7% | Added |
| California State Teachers Retirement System | 759,819 | $62.1M | 0.08% | +10,370+1.4% | Added |
| Guinness Asset Management LTD | 748,670 | $61.2M | 3.37% | +1,940+0.3% | Added |
| Manufacturers Life Insurance Company, The | 690,314 | $56.4M | 0.05% | −21,601−3.0% | Reduced |
| Rhumbline Advisers | 689,485 | $56.4M | 0.07% | −19,532−2.8% | Reduced |
| Allianz Asset Management GmbH | 673,188 | $55.0M | 0.05% | +269,781+66.9% | Added |
| Franklin Resources Inc | 663,542 | $54.3M | 0.02% | −39,731−5.6% | Reduced |
| The PNC Financial Services Group, Inc. | 646,510 | $52.9M | 0.05% | −57,909−8.2% | Reduced |
| Millennium Management LLC | 641,094 | $52.4M | 0.07% | +58,005+9.9% | Added |
| Sandbar Asset Management LLP | 637,941 | $52.2M | 5.64% | +347,740+119.8% | Added |
| Prudential Financial Inc | 630,003 | $51.5M | 0.07% | +256,703+68.8% | Added |
| Eaton Vance Management | 621,790 | $50.8M | 0.07% | −3,204−0.5% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 614,556 | $50.3M | 0.52% | 00.0% | Unchanged |
| National Pension Service | 611,880 | $50.0M | 0.10% | +7,173+1.2% | Added |
| State of Michigan Retirement System | 610,771 | $49.9M | 0.29% | +508,500+497.2% | Added |
| PGGM Investments | 609,639 | $49.9M | 0.21% | −3,324−0.5% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 601,513 | $49.2M | 0.89% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 598,905 | $49.0M | 0.10% | −952,000−61.4% | Reduced |
| Railway Pension Investments Ltd | 590,800 | $48.3M | 0.40% | +184,300+45.3% | Added |
| Two Sigma Investments, LP | 562,773 | $46.0M | 0.12% | +222,217+65.3% | Added |
| Bank of Montreal | 556,666 | $45.7M | 0.02% | −25,069−4.3% | Reduced |
| New York State Common Retirement Fund | 537,526 | $44.0M | 0.05% | −10,883−2.0% | Reduced |
| State Board of Administration of Florida Retirement System | 533,758 | $43.6M | 0.08% | +13,525+2.6% | Added |
| Principal Financial Group Inc | 533,333 | $43.6M | 0.03% | +15,401+3.0% | Added |
| Bel Air Investment Advisors LLC | 532,630 | $43.6M | 1.33% | +14,085+2.7% | Added |
| First Trust Advisors LP | 522,367 | $42.7M | 0.05% | +247,326+89.9% | Added |