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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.

Q2 2021 vs. Q1 2021

How the institutions holding Otis Worldwide Corp changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of OTIS: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders1,134121,142+20
Shares375.1M691.1K359.4M−15.0M (−4.0%)
Value$25.7B$47.3M$29.4B+$3.75B (+14.6%)

12 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (116)

Institutions that held Otis Worldwide Corp at the end of Q2 2021 but not at the end of Q1 2021.

Showing the largest 100 of 116 by value.

Institutions new to OTIS in Q2 2021
InstitutionSharesValue% of portfolio
Eminence Capital, LP1,182,487$96.7M1.20%
Thornburg Investment Management Inc457,110$37.4M0.43%
Amundi364,550$29.8M0.02%
Mn Services Vermogensbeheer B.V.302,100$20.8M0.16%
Border to Coast Pensions Partnership Ltd193,626$15.9M0.56%
Albar Capital Ltd187,444$15.3M6.13%
Assenagon Asset Management S.A.99,421$8.13M0.03%
Fundsmith Investment Services Ltd.87,577$7.16M4.45%
Illinois Municipal Retirement Fund77,385$6.33M0.26%
Wolverine Asset Management LLC70,492$5.76M0.05%
Jacobs Levy Equity Management, Inc68,943$5.64M0.04%
Hudson Bay Capital Management LP67,000$5.48M0.07%
Cardan Capital Partners, LLC60,606$4.96M0.55%
Walleye Capital LLC54,904$4.49M0.17%
Weiss Multi-Strategy Advisers LLC46,183$3.78M0.09%
Bridgewater Associates, LP43,774$3.58M0.02%
Kempen Capital Management N.V.41,194$3.08M0.11%
AlphaCrest Capital Management LLC31,676$2.59M0.11%
Aureus Asset Management, LLC27,522$2.25M0.14%
TBH Global Asset Management, LLC18,176$1.49M0.34%
TrimTabs Asset Management, LLC18,036$1.47M0.75%
Horizon Investments, LLC13,426$1.10M0.03%
Donoghue Forlines LLC12,097$989.0K0.18%
OPSEU Pension Plan Trust Fund11,521$953.0K0.24%
Inscription Capital, LLC11,567$946.0K0.11%
Vident Investment Advisory, LLC9,738$796.0K0.02%
Bellecapital International Ltd.8,236$673.0K0.20%
AGF Investments LLC7,827$640.0K0.07%
IndexIQ Advisors LLC7,100$581.0K0.02%
Fort, L.P.6,948$568.0K0.16%
Wolverine Trading, LLC6,904$567.0K0.02%
Verdence Capital Advisors LLC6,524$533.0K0.07%
Investment Advisory Services Inc6,339$505.0K0.31%
Marino, Stram & Associates LLC6,001$491.0K0.13%
Jackson Square Capital, LLC5,597$458.0K0.15%
BBVA USA5,493$449.0K0.03%
Dynamic Technology Lab Private Ltd5,446$445.0K0.04%
Bassett Hargrove Investment Counsel, LLC5,095$417.0K0.62%
Meristem Family Wealth, LLC4,747$388.0K0.06%
Warther Private Wealth, LLC4,694$385.0K0.37%
Change Path, LLC4,637$379.0K0.02%
Pictet Bank & Trust Ltd4,600$376.0K0.21%
HRT Financial LP4,151$339.0K0.00%
Cliftonlarsonallen Wealth Advisors, LLC3,835$314.0K0.01%
M&G Investment Management Ltd3,370$276.0K0.00%
Machina Capital S.A.S.3,300$270.0K0.46%
Baker Tilly Wealth Management, LLC3,109$254.0K0.04%
Breiter Capital Management Inc3,041$249.0K0.13%
Founders Financial Securities LLC3,014$246.0K0.05%
Tokio Marine Asset Management Co Ltd2,968$243.0K0.02%
Capital Planning Advisors, LLC2,969$243.0K0.05%
Boyd Watterson Asset Management LLC2,894$237.0K0.10%
Resonant Capital Advisors, LLC2,903$237.0K0.05%
Integrated Wealth Concepts LLC2,892$236.0K0.01%
Freestone Capital Holdings, LLC2,864$234.0K0.01%
Focus Financial Network, Inc.2,851$233.1K0.03%
True North Advisors, LLC2,839$232.0K0.05%
Calamos Wealth Management LLC2,831$231.0K0.02%
Davidson Trust Co2,801$229.0K0.18%
Kerntke Otto McGlone Wealth Management Group2,765$226.0K0.09%
Aevitas Wealth Management, Inc.2,752$225.0K0.14%
Kovack Advisors, Inc.2,750$225.0K0.03%
Spinnaker Trust2,724$223.0K0.02%
RSM US Wealth Management LLC2,727$223.0K0.01%
Prescott Group Capital Management, L.L.C.2,700$221.0K0.06%
Cipher Capital LP2,702$221.0K0.12%
Brookstone Capital Management2,622$219.0K0.00%
Associated Banc-Corp2,661$217.0K0.01%
Lowe Brockenbrough & Co Inc2,656$217.0K0.02%
Lafayette Investments, Inc.2,649$217.0K0.06%
Citizens National Bank Trust Department2,625$215.0K0.06%
Cobblestone Capital Advisors LLC2,614$214.0K0.01%
GSB Wealth Management, LLC2,580$211.0K0.07%
Advisor OS, LLC2,589$211.0K0.04%
Hilltop Holdings Inc.2,571$210.0K0.02%
Gillespie Robinson & Grimm Inc2,557$209.0K0.02%
Aveo Capital Partners, LLC2,492$204.0K0.05%
Mission Creek Capital Partners, Inc.2,469$202.0K0.03%
Berkshire Bank2,478$202.0K0.05%
Regent Investment Management LLC2,449$200.0K0.05%
Formidable Asset Management, LLC2,361$200.0K0.04%
Agf Investments Inc.2,328$190.0K0.00%
Centaurus Financial, Inc.1,441$118.0K0.01%
Brendel Financial Advisors LLC1,319$108.0K0.06%
Clean Yield Group998$82.0K0.03%
Evermay Wealth Management LLC968$79.0K0.01%
Eagle Bay Advisors LLC871$73.0K0.06%
JTC Employer Solutions Trusteee Ltd822$67.0K0.01%
Isthmus Partners, LLC576$47.0K0.01%
Red Door Wealth Management, LLC568$46.0K0.02%
Eubel Brady & Suttman Asset Management Inc599$41.0K0.00%
Deseret Mutual Benefit Administrators501$41.0K0.01%
West Branch Capital LLC446$36.0K0.02%
SRS Capital Advisors, Inc.414$34.0K0.00%
Addison Advisors LLC398$33.0K0.03%
Heritage Wealth Advisors350$28.6K0.00%
Financial Insights, Inc.289$23.6K0.02%
Wealth Quarterback LLC279$23.0K0.01%
First Quadrant L P211$17.0K0.00%
Pinnacle Wealth Advisors190$16.0K0.00%

Sold out (96)

Institutions that held Otis Worldwide Corp at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of OTIS in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Viking Global Investors LPSuperinvestorViking Global Investors6,834,220$467.8M
Omers Administration Corp1,355,919$92.8M
Citadel Advisors LLC1,095,049$75.0M
Laurion Capital Management LP891,885$61.0M
Davide Leone & Partners Investment Co Ltd.636,135$43.5M
Islet Management, LP400,000$27.4M
Marathon Asset Management LLP375,946$25.7M
Nicholas Company, Inc.300,935$20.6M
CQS (US), LLC202,492$13.9M
Arnhold LLC67,527$4.62M
Connor, Clark & Lunn Investment Management Ltd.48,686$3.33M
Teza Capital Management LLC32,818$2.25M
Atria Investments LLC29,332$2.01M
Aigen Investment Management, LP25,686$1.76M
CNH Partners LLC25,656$1.76M
Sciencast Management LP24,959$1.73M
Blueshift Asset Management, LLC23,201$1.59M
Y-Intercept (Hong Kong) Ltd22,023$1.54M
Alberta Investment Management Corp20,700$1.42M
Cumberland Partners Ltd20,290$1.39M
Magnetar Financial LLC18,824$1.29M
Prelude Capital Management, LLC18,530$1.27M
Highland Capital Management, LLC16,265$1.11M
Boothbay Fund Management, LLC15,404$1.05M
Ally Financial Inc.15,000$1.03M
Bayesian Capital Management, LP14,716$1.01M
Toews Corp13,700$938.0K
Marshall Wace, LLP13,442$920.0K
GWM Advisors LLC12,817$877.0K
Thomasville National Bank8,802$830.0K
XTX Topco Ltd11,666$799.0K
Azzad Asset Management Inc10,647$728.8K
Paloma Partners Management Co9,268$634.0K
Marshall Wace North America L.P.9,207$630.0K
Keeley-Teton Advisors, LLC9,047$619.0K
We Are One Seven, LLC8,904$609.0K
Usca Ria LLC8,394$575.0K
LS Investment Advisors, LLC8,188$560.0K
Weld Capital Management LLC7,903$541.0K
Gsa Capital Partners LLP7,139$489.0K
Coastline Trust Co6,018$411.0K
Sowell Financial Services LLC4,893$383.0K
Occudo Quantitative Strategies LP5,429$372.0K
Columbia Asset Management5,386$369.0K
Wealthstreet Investment Advisors, LLC5,350$366.0K
Unison Advisors LLC5,245$359.0K
Avalon Investment & Advisory5,162$353.0K
Gotham Asset Management, LLC4,590$314.0K
IFG Advisory, LLC4,465$305.0K
Roberts Glore & Co Inc4,442$304.0K
Wealthspire Advisors, LLC4,359$298.0K
Lombard Odier Asset Management (Europe) Ltd4,097$280.0K
Two Sigma Securities, LLC4,040$277.0K
Delta Financial Advisors LLC3,908$268.0K
Farmers National Bank3,595$246.1K
Clear Harbor Asset Management, LLC3,294$225.0K
Princeton Portfolio Strategies Group LLC3,270$224.0K
Virtu Financial LLC3,064$210.0K
Union Heritage Capital, LLC3,030$207.0K
Ameritas Investment Company, LLC2,771$189.7K
Iat Reinsurance Co Ltd.2,746$188.0K
MPS Loria Financial Planners, LLC2,208$151.0K
Parallax Volatility Advisers, L.P.2,192$150.0K
Wealthcare Advisory Partners LLC2,103$144.0K
Mascoma Wealth Management LLC1,455$100.0K
Atlas Private Wealth Management1,094$75.0K
Grace Capital1,000$68.0K
Wall Street Access Asset Management, LLC800$55.0K
Meridian Wealth Partners, LLC744$51.0K
International Assets Investment Management, LLC612$41.0K
Fiduciary Planning LLC500$34.0K
Laffer Tengler Investments335$22.9K
Arcadia Investment Management Corp250$17.0K
Cowa, LLC230$16.0K
Certified Advisory Corp213$15.0K
Cascade Investment Advisors, Inc.206$14.1K
RMR Wealth Builders187$13.0K
New England Asset Management Inc133$9.00K
Northwest Investment Counselors, LLC124$8.00K
Cutler Group LP124$8.00K
Manchester Financial Inc70$5.00K
Brand Asset Management Group, Inc.75$5.00K
Providence Capital Advisors, LLC54$4.00K
Lee Financial Co50$3.00K
Marquette Asset Management, LLC50$3.00K
Grandview Asset Management LLC50$3.00K
Abundance Wealth Counselors50$3.00K
Laurel Wealth Planning LLC43$3.00K
WealthShield Partners, LLC25$2.00K
Hoover Financial Advisors, Inc.7$1.00K
Leelyn Smith, LLC15$1.00K
HighMark Wealth Management LLC10$1.00K
Lloyd Advisory Services, LLC.10$1.00K
Credit Agricole S A6$0
Investors Research Corp3$0
Alpha DNA Investment Management LLC9$0

Not filed for Q2 2021 yet (12)

Institutions that held Otis Worldwide Corp at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTIS in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.535,212$36.6M
Fundsmith Long/Short Master Fund73,375$5.02M
Bokf, NA20,545$1.41M
OneAscent Wealth Management LLC15,015$1.03M
TCF National Bank11,180$765.0K
BBVA USA Bancshares, Inc.10,934$749.0K
Rikoon Group, LLC7,201$493.0K
Pillar Pacific Capital Management LLC7,076$484.0K
OneAscent Financial Services LLC6,873$470.0K
Sullivan, Bruyette, Speros & Blaney, LLC2,563$175.0K
Tompkins Financial Corp655$45.0K
CSat Investment Advisory, L.P.462$32.0K