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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 251,502 | $20.6M | 0.07% | +30,834+14.0% | Added |
| Moody Lynn & Lieberson, LLC | 252,811 | $20.7M | 1.56% | −7,514−2.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 302,100 | $20.8M | 0.16% | +302,100 | New |
| AQR Capital Management LLC | 257,293 | $21.0M | 0.04% | +153,276+147.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 260,528 | $21.3M | 0.07% | −16,921−6.1% | Reduced |
| Man Group plc | 260,953 | $21.3M | 0.08% | −29,661−10.2% | Reduced |
| AMP Capital Investors Ltd | 260,873 | $21.3M | 0.10% | +71,019+37.4% | Added |
| Raymond James & Associates | 266,675 | $21.8M | 0.02% | +16,876+6.8% | Added |
| Two Sigma Advisers, LP | 270,700 | $22.1M | 0.06% | +85,800+46.4% | Added |
| Employees Retirement System of Texas | 276,537 | $22.6M | 0.28% | −134,772−32.8% | Reduced |
| Candriam Luxembourg S.C.A. | 281,838 | $23.0M | 0.16% | +203,163+258.2% | Added |
| Prio Wealth Limited Partnership | 285,324 | $23.3M | 0.79% | +9,692+3.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 288,790 | $23.6M | 0.05% | −38,170−11.7% | Reduced |
| Sunriver Management LLC | 295,148 | $24.1M | 4.11% | −293,304−49.8% | Reduced |
| Clark Capital Management Group, Inc. | 312,324 | $25.5M | 0.36% | +7,791+2.6% | Added |
| Connecticut Wealth Management, LLC | 312,961 | $25.6M | 2.25% | −761−0.2% | Reduced |
| Pinebridge Investments, L.P. | 315,144 | $25.8M | 0.30% | −4,970−1.6% | Reduced |
| Point72 Asset Management, L.P. | 316,839 | $25.9M | 0.13% | −878,630−73.5% | Reduced |
| Great West Life Assurance Co | 325,845 | $26.6M | 0.06% | −12,877−3.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 335,300 | $27.4M | 1.37% | +5,720+1.7% | Added |
| Welch & Forbes LLC | 345,519 | $28.3M | 0.48% | −6,093−1.7% | Reduced |
| Main Street Research LLC | 346,073 | $28.3M | 2.28% | +14,984+4.5% | Added |
| Citigroup Inc | 347,900 | $28.4M | 0.03% | −44,198−11.3% | Reduced |
| Victory Capital Management Inc | 353,626 | $28.9M | 0.03% | −4,821−1.3% | Reduced |
| Lansdowne Partners (UK) LLP | 353,668 | $28.9M | 1.28% | −12,010−3.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 354,330 | $29.0M | 0.29% | −16,057−4.3% | Reduced |
| Amundi | 364,550 | $29.8M | 0.02% | +364,550 | New |
| Voloridge Investment Management, LLC | 365,459 | $29.9M | 0.21% | +142,327+63.8% | Added |
| Ameriprise Financial Inc | 365,735 | $29.9M | 0.01% | +3,788+1.0% | Added |
| Thrivent Financial for Lutherans | 389,827 | $31.9M | 0.06% | +2,805+0.7% | Added |
| Gulf International Bank (UK) Ltd | 382,072 | $32.3M | 0.41% | +2,141+0.6% | Added |
| Public Sector Pension Investment Board | 396,237 | $32.4M | 0.20% | +24,660+6.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 440,461 | $36.0M | 0.08% | −734,800−62.5% | Reduced |
| New York State Teachers Retirement System | 451,406 | $36.9M | 0.08% | −22,528−4.8% | Reduced |
| Pictet & Cie (Europe) SA | 453,592 | $37.1M | 1.30% | +372,072+456.4% | Added |
| Thornburg Investment Management Inc | 457,110 | $37.4M | 0.43% | +457,110 | New |
| UBS Group AG | 463,765 | $37.9M | 0.02% | −169,481−26.8% | Reduced |
| APG Asset Management N.V. | 582,740 | $40.2M | 0.07% | −11,948−2.0% | Reduced |
| Toronto Dominion Bank | 507,154 | $41.5M | 0.06% | −381,461−42.9% | Reduced |
| Factory Mutual Insurance Co | 513,300 | $42.0M | 0.51% | −15,319−2.9% | Reduced |
| HSBC Holdings PLC | 514,511 | $42.1M | 0.05% | −1,485,272−74.3% | Reduced |
| First Trust Advisors LP | 522,367 | $42.7M | 0.05% | +247,326+89.9% | Added |
| Bel Air Investment Advisors LLC | 532,630 | $43.6M | 1.33% | +14,085+2.7% | Added |
| Principal Financial Group Inc | 533,333 | $43.6M | 0.03% | +15,401+3.0% | Added |
| State Board of Administration of Florida Retirement System | 533,758 | $43.6M | 0.08% | +13,525+2.6% | Added |
| New York State Common Retirement Fund | 537,526 | $44.0M | 0.05% | −10,883−2.0% | Reduced |
| Bank of Montreal | 556,666 | $45.7M | 0.02% | −25,069−4.3% | Reduced |
| Two Sigma Investments, LP | 562,773 | $46.0M | 0.12% | +222,217+65.3% | Added |
| Railway Pension Investments Ltd | 590,800 | $48.3M | 0.40% | +184,300+45.3% | Added |
| Adage Capital Partners GP, L.L.C. | 598,905 | $49.0M | 0.10% | −952,000−61.4% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 601,513 | $49.2M | 0.89% | 00.0% | Unchanged |
| PGGM Investments | 609,639 | $49.9M | 0.21% | −3,324−0.5% | Reduced |
| State of Michigan Retirement System | 610,771 | $49.9M | 0.29% | +508,500+497.2% | Added |
| National Pension Service | 611,880 | $50.0M | 0.10% | +7,173+1.2% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 614,556 | $50.3M | 0.52% | 00.0% | Unchanged |
| Eaton Vance Management | 621,790 | $50.8M | 0.07% | −3,204−0.5% | Reduced |
| Prudential Financial Inc | 630,003 | $51.5M | 0.07% | +256,703+68.8% | Added |
| Sandbar Asset Management LLP | 637,941 | $52.2M | 5.64% | +347,740+119.8% | Added |
| Millennium Management LLC | 641,094 | $52.4M | 0.07% | +58,005+9.9% | Added |
| The PNC Financial Services Group, Inc. | 646,510 | $52.9M | 0.05% | −57,909−8.2% | Reduced |
| Franklin Resources Inc | 663,542 | $54.3M | 0.02% | −39,731−5.6% | Reduced |
| Allianz Asset Management GmbH | 673,188 | $55.0M | 0.05% | +269,781+66.9% | Added |
| Rhumbline Advisers | 689,485 | $56.4M | 0.07% | −19,532−2.8% | Reduced |
| Manufacturers Life Insurance Company, The | 690,314 | $56.4M | 0.05% | −21,601−3.0% | Reduced |
| Guinness Asset Management LTD | 748,670 | $61.2M | 3.37% | +1,940+0.3% | Added |
| California State Teachers Retirement System | 759,819 | $62.1M | 0.08% | +10,370+1.4% | Added |
| Nissay Asset Management Corp | 791,124 | $64.7M | 0.57% | +298,960+60.7% | Added |
| Russell Investments Group, Ltd. | 792,940 | $64.9M | 0.11% | −6,264−0.8% | Reduced |
| Neuberger Berman Group LLC | 811,781 | $66.2M | 0.06% | +2,513+0.3% | Added |
| Fayez Sarofim & Co | 820,206 | $67.1M | 0.23% | +4,957+0.6% | Added |
| DekaBank Deutsche Girozentrale | 901,971 | $73.4M | 0.21% | −270,114−23.0% | Reduced |
| Pictet Asset Management Ltd | 915,083 | $74.8M | 0.08% | +83,893+10.1% | Added |
| Arrowstreet Capital, Limited Partnership | 920,127 | $75.2M | 0.09% | −707,212−43.5% | Reduced |
| California Public Employees Retirement System | 960,875 | $78.6M | 0.06% | −26,862−2.7% | Reduced |
| Federated Hermes, Inc. | 1,005,651 | $82.2M | 0.15% | −131,966−11.6% | Reduced |
| Brown Advisory Inc | 1,040,413 | $85.1M | 0.13% | +14,806+1.4% | Added |
| Lazard Freres Gestion S.A.S. | 1,285,832 | $88.7M | 2.86% | −21,841−1.7% | Reduced |
| Aviva PLC | 1,140,370 | $93.2M | 0.41% | +92,605+8.8% | Added |
| VGI Partners Ltd | 1,147,136 | $93.8M | 7.42% | −42,781−3.6% | Reduced |
| Jennison Associates LLC | 1,152,278 | $94.2M | 0.06% | +66,002+6.1% | Added |
| Putnam Investments LLC | 1,172,035 | $95.8M | 0.15% | +735+0.1% | Added |
| Eminence Capital, LP | 1,182,487 | $96.7M | 1.20% | +1,182,487 | New |
| Parametric Portfolio Associates LLC | 1,193,314 | $97.6M | 0.05% | +82,382+7.4% | Added |
| Fisher Asset Management, LLC | 1,279,950 | $104.7M | 0.07% | −72,956−5.4% | Reduced |
| Formuepleje A/S | 1,461,044 | $119.5M | 4.62% | −171,220−10.5% | Reduced |
| Royal Bank of Canada | 1,548,838 | $126.6M | 0.04% | −445,553−22.3% | Reduced |
| Alphinity Investment Management Pty Ltd | 1,558,018 | $127.4M | 4.79% | +215,323+16.0% | Added |
| Marshall Wace Asia Ltd | 1,564,349 | $127.9M | 2.70% | +700,443+81.1% | Added |
| UBS Asset Management Americas Inc | 1,659,312 | $135.7M | 0.06% | +144,067+9.5% | Added |
| Primecap Management Co | 1,675,448 | $137.0M | 0.09% | −11,650−0.7% | Reduced |
| Swiss National Bank | 1,680,557 | $137.4M | 0.08% | +99,003+6.3% | Added |
| D. E. Shaw & Co., Inc. | 1,717,444 | $140.4M | 0.16% | +700,966+69.0% | Added |
| Wells Fargo & Company | 1,730,563 | $141.5M | 0.03% | +268,222+18.3% | Added |
| Schroder Investment Management Group | 1,782,621 | $145.8M | 0.18% | +1,024,302+135.1% | Added |
| JPMorgan Chase & Co | 1,792,830 | $146.6M | 0.02% | −924,835−34.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,817,257 | $148.6M | 0.32% | −377,837−17.2% | Reduced |
| Renaissance Technologies LLC | 1,830,600 | $149.7M | 0.19% | −24,100−1.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,847,226 | $151.0M | 0.09% | +63,155+3.5% | Added |
| Charles Schwab Investment Management Inc | 1,920,250 | $157.0M | 0.05% | +29,678+1.6% | Added |
| Nuveen Asset Management, LLC | 1,947,469 | $159.2M | 0.05% | +196,948+11.3% | Added |