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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 78,527 | $6.42M | 0.01% | +18,096+29.9% | Added |
| Bahl & Gaynor Inc | 79,138 | $6.47M | 0.04% | +9,319+13.3% | Added |
| Comerica Bank | 73,484 | $6.63M | 0.04% | −3,928−5.1% | Reduced |
| Utah Retirement Systems | 81,852 | $6.69M | 0.09% | −100−0.1% | Reduced |
| Bright Rock Capital Management, LLC | 82,000 | $6.71M | 1.61% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 84,088 | $6.88M | 0.09% | −3,552−4.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 84,805 | $6.93M | 0.14% | +3,792+4.7% | Added |
| Middleton & Co Inc | 84,842 | $6.94M | 0.75% | −1,006−1.2% | Reduced |
| Nomura Asset Management Co Ltd | 84,873 | $6.94M | 0.04% | +3,088+3.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 85,002 | $6.95M | 0.01% | −718−0.8% | Reduced |
| Janney Montgomery Scott LLC | 87,371 | $7.14M | 0.03% | −3,823−4.2% | Reduced |
| Fundsmith Investment Services Ltd. | 87,577 | $7.16M | 4.45% | +87,577 | New |
| Commerce Bank | 87,602 | $7.16M | 0.05% | −5,533−5.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 88,892 | $7.27M | 0.03% | +16,081+22.1% | Added |
| CIBC Asset Management Inc | 91,397 | $7.47M | 0.03% | +6,255+7.3% | Added |
| Advisor Group Holdings, Inc. | 91,465 | $7.48M | 0.02% | +4,072+4.7% | Added |
| Foyston, Gordon, & Payne Inc | 91,577 | $7.49M | 1.78% | −33,455−26.8% | Reduced |
| Truist Financial Corp | 92,138 | $7.54M | 0.01% | −528−0.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 92,551 | $7.57M | 0.01% | −89,363−49.1% | Reduced |
| NN Investment Partners Holdings N.V. | 92,701 | $7.58M | 0.04% | −73,459−44.2% | Reduced |
| DnB Asset Management AS | 93,481 | $7.64M | 0.05% | −2,988−3.1% | Reduced |
| MetLife Investment Management | 93,524 | $7.65M | 0.07% | −3,618−3.7% | Reduced |
| Carlson Capital L P | 95,852 | $7.84M | 0.38% | −67,218−41.2% | Reduced |
| Schwartz Investment Counsel Inc | 97,000 | $7.93M | 0.32% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 97,630 | $7.98M | 0.01% | +1,795+1.9% | Added |
| Assenagon Asset Management S.A. | 99,421 | $8.13M | 0.03% | +99,421 | New |
| Interval Partners, LP | 99,751 | $8.16M | 0.49% | −6,890−6.5% | Reduced |
| First Republic Investment Management, Inc. | 101,713 | $8.32M | 0.02% | +1,029+1.0% | Added |
| Rockefeller Capital Management L.P. | 104,093 | $8.51M | 0.05% | +80,559+342.3% | Added |
| Meyer Handelman Co | 105,912 | $8.66M | 0.34% | +350+0.3% | Added |
| Forsta Ap-Fonden | 107,500 | $8.79M | 0.10% | +36,600+51.6% | Added |
| State of Alaska, Department of Revenue | 107,679 | $8.80M | 0.09% | +43,810+68.6% | Added |
| Cubist Systematic Strategies, LLC | 107,908 | $8.82M | 0.10% | −2,182−2.0% | Reduced |
| Keybank National Association | 108,695 | $8.89M | 0.04% | −17,106−13.6% | Reduced |
| First Manhattan Co | 108,884 | $8.90M | 0.03% | −2,076−1.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 108,961 | $8.91M | 1.47% | +10,241+10.4% | Added |
| Bradley Foster & Sargent Inc | 110,298 | $9.02M | 0.21% | −754−0.7% | Reduced |
| EFG Asset Management (Americas) Corp. | 110,447 | $9.05M | 1.68% | +2,025+1.9% | Added |
| HighTower Advisors, LLC | 111,188 | $9.07M | 0.03% | +4,159+3.9% | Added |
| Cohen Capital Management, Inc. | 111,747 | $9.37M | 1.60% | −150.0% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $9.37M | 0.12% | +760+0.7% | Added |
| Arizona State Retirement System | 115,429 | $9.44M | 0.08% | −543−0.5% | Reduced |
| Amica Mutual Insurance Co | 116,316 | $9.51M | 1.00% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 117,100 | $9.57M | 0.09% | −7,800−6.2% | Reduced |
| Bank of Nova Scotia | 117,617 | $9.62M | 0.02% | −633,350−84.3% | Reduced |
| Andra AP-fonden | 118,800 | $9.71M | 0.20% | +54,900+85.9% | Added |
| Amalgamated Bank | 119,515 | $9.77M | 0.08% | +97,226+436.2% | Added |
| Robeco Institutional Asset Management B.V. | 121,614 | $9.95M | 0.02% | +1,190+1.0% | Added |
| Scopus Asset Management, L.P. | 125,408 | $10.3M | 0.18% | −68,969−35.5% | Reduced |
| Comgest Global Investors S.A.S. | 125,600 | $10.3M | 0.14% | +2,400+1.9% | Added |
| LPL Financial LLC | 130,412 | $10.7M | 0.01% | +27,210+26.4% | Added |
| American International Group, Inc. | 136,663 | $11.2M | 0.04% | −5,970−4.2% | Reduced |
| Korea Investment CORP | 137,750 | $11.3M | 0.03% | −73,000−34.6% | Reduced |
| Winton Group Ltd | 145,102 | $11.9M | 0.64% | +16,957+13.2% | Added |
| Tocqueville Asset Management L.P. | 146,992 | $12.0M | 0.17% | −6,359−4.1% | Reduced |
| Retirement Systems of Alabama | 147,562 | $12.1M | 0.04% | −4,486−3.0% | Reduced |
| Nisa Investment Advisors, LLC | 147,896 | $12.1M | 0.08% | +21,531+17.0% | Added |
| Stifel Financial Corp | 148,037 | $12.1M | 0.02% | −16,722−10.1% | Reduced |
| Prudential PLC | 148,733 | $12.2M | 0.11% | −183,826−55.3% | Reduced |
| Commonwealth Equity Services, LLC | 149,295 | $12.2M | 0.03% | +8,059+5.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 149,732 | $12.2M | 0.07% | −33,756−18.4% | Reduced |
| Varma Mutual Pension Insurance Co | 150,000 | $12.3M | 0.18% | +52,000+53.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 151,211 | $12.4M | 0.07% | +16,314+12.1% | Added |
| MUFG Americas Holdings Corp | 151,703 | $12.4M | 0.23% | +5,618+3.8% | Added |
| Reilly Financial Advisors, LLC | 155,693 | $12.7M | 1.03% | −23,157−12.9% | Reduced |
| Royal London Asset Management Ltd | 155,881 | $12.7M | 0.05% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 155,990 | $12.8M | 0.07% | +6,210+4.1% | Added |
| United Capital Financial Advisers, LLC | 156,778 | $12.8M | 0.06% | −2,249−1.4% | Reduced |
| Cramer Rosenthal McGlynn LLC | 158,002 | $12.9M | 0.41% | −194,432−55.2% | Reduced |
| Farr Miller & Washington LLC | 159,790 | $13.1M | 0.85% | +630+0.4% | Added |
| Storebrand Asset Management AS | 160,362 | $13.1M | 0.06% | −11,089−6.5% | Reduced |
| Standard Life Aberdeen plc | 162,812 | $13.3M | 0.03% | −6,047−3.6% | Reduced |
| Davidson Investment Advisors | 167,209 | $13.7M | 1.09% | −846−0.5% | Reduced |
| M&T Bank Corp | 167,361 | $13.7M | 0.06% | −5,943−3.4% | Reduced |
| Natixis | 167,393 | $13.7M | 0.06% | −163,074−49.3% | Reduced |
| SEI Investments Co | 170,687 | $13.9M | 0.03% | +45,997+36.9% | Added |
| Voya Investment Management LLC | 170,884 | $14.0M | 0.03% | +3,261+1.9% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 171,498 | $14.0M | 0.21% | +6,246+3.8% | Added |
| TD Asset Management Inc | 157,955 | $14.1M | 0.01% | +5,606+3.7% | Added |
| Rockland Trust Co | 176,150 | $14.4M | 1.00% | −1,766−1.0% | Reduced |
| Ensign Peak Advisors, Inc | 176,560 | $14.4M | 0.03% | −64,433−26.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 176,826 | $14.5M | 0.55% | +19,124+12.1% | Added |
| Albar Capital Ltd | 187,444 | $15.3M | 6.13% | +187,444 | New |
| US Bancorp | 188,632 | $15.4M | 0.03% | −5,720−2.9% | Reduced |
| General American Investors Co Inc | 189,085 | $15.5M | 1.29% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 190,303 | $15.6M | 0.06% | −2,699−1.4% | Reduced |
| Envestnet Asset Management Inc | 191,161 | $15.6M | 0.01% | +5,848+3.2% | Added |
| Tudor Investment Corp Et Al | 192,499 | $15.7M | 0.32% | 00.0% | Unchanged |
| Border to Coast Pensions Partnership Ltd | 193,626 | $15.9M | 0.56% | +193,626 | New |
| London & Capital Asset Management Ltd | 195,042 | $15.9M | 1.31% | −128−0.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 197,851 | $16.2M | 0.10% | +982+0.5% | Added |
| Altrinsic Global Advisors LLC | 201,009 | $16.4M | 0.50% | −110,523−35.5% | Reduced |
| AXA S.A. | 206,977 | $16.9M | 0.05% | −7,264−3.4% | Reduced |
| Banque Pictet & Cie SA | 212,429 | $17.4M | 0.19% | +44,177+26.3% | Added |
| Rheos Capital Works Inc. | 217,000 | $17.7M | 0.90% | +30,000+16.0% | Added |
| Teacher Retirement System of Texas | 224,562 | $18.4M | 0.10% | −17,031−7.0% | Reduced |
| MAI Capital Management | 233,372 | $19.1M | 0.38% | +16,314+7.5% | Added |
| Canada Pension Plan Investment Board | 237,241 | $19.4M | 0.02% | +40,566+20.6% | Added |
| State of New Jersey Common Pension Fund D | 239,866 | $19.6M | 0.06% | −8,090−3.3% | Reduced |
| Rathbone Brothers plc | 247,810 | $20.3M | 0.23% | +50,755+25.8% | Added |