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 |
|---|---|---|---|---|---|
| Menora Mivtachim Holdings Ltd. | 1,980,500 | $161.9M | 2.33% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 1,989,110 | $162.6M | 0.34% | +97,016+5.1% | Added |
| Credit Suisse AG | 1,993,323 | $163.6M | 0.13% | −5,455,687−73.2% | Reduced |
| Artisan Partners Limited Partnership | 2,185,727 | $178.7M | 0.21% | +1,068,693+95.7% | Added |
| Eagle Asset Management Inc | 2,142,528 | $182.8M | 0.78% | +588,212+37.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,420,935 | $198.0M | 0.99% | +453,124+23.0% | Added |
| London Co of Virginia | 2,521,349 | $206.2M | 1.10% | +74,831+3.1% | Added |
| Morgan Stanley | 2,579,713 | $210.9M | 0.03% | +195,439+8.2% | Added |
| Suvretta Capital Management, LLC | 2,625,693 | $214.7M | 3.22% | −247,300−8.6% | Reduced |
| Dimensional Fund Advisors LP | 2,680,823 | $219.2M | 0.07% | +4,188+0.2% | Added |
| Janus Henderson Group PLC | 2,798,911 | $228.8M | 0.10% | +1,437,827+105.6% | Added |
| Gates Capital Management, Inc. | 2,817,828 | $230.4M | 6.64% | −152,171−5.1% | Reduced |
| Price T Rowe Associates Inc | 2,900,897 | $237.2M | 0.02% | −206,917−6.7% | Reduced |
| Los Angeles Capital Management LLC | 2,966,182 | $242.5M | 1.07% | +569,101+23.7% | Added |
| Legal & General Group Plc | 3,034,873 | $248.2M | 0.08% | +510,219+20.2% | Added |
| Goldman Sachs Group Inc | 3,099,492 | $253.4M | 0.07% | +2,200,922+244.9% | Added |
| Deutsche Bank AG | 3,214,377 | $262.8M | 0.13% | +1,132,425+54.4% | Added |
| CIBC Private Wealth Group, LLC | 3,246,148 | $265.4M | 0.61% | +16,515+0.5% | Added |
| Boston Partners | 3,323,892 | $271.9M | 0.35% | −11,915−0.4% | Reduced |
| Sarasin & Partners LLP | 3,420,353 | $279.7M | 2.92% | −308,552−8.3% | Reduced |
| Clearbridge Investments, LLC | 3,436,941 | $281.0M | 0.20% | −43,241−1.2% | Reduced |
| Wellington Management Group LLP | 4,133,008 | $338.0M | 0.06% | +2,391,396+137.3% | Added |
| Bank of America Corp | 4,174,013 | $341.3M | 0.04% | −398,547−8.7% | Reduced |
| Vontobel Asset Management Inc | 4,238,613 | $358.2M | 1.84% | +346,251+8.9% | Added |
| Northern Trust Corp | 4,558,588 | $372.8M | 0.07% | −26,535−0.6% | Reduced |
| Deccan Value Investors L.P. | 4,671,900 | $382.0M | 15.06% | −3,600−0.1% | Reduced |
| Ako Capital LLP | 4,960,493 | $405.6M | 4.57% | −573,521−10.4% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 5,199,317 | $425.1M | 16.84% | +673,844+14.9% | Added |
| Norges Bank | 5,489,338 | $448.9M | 0.10% | +22,973+0.4% | Added |
| Invesco Ltd. | 6,142,568 | $502.3M | 0.12% | +1,093,261+21.7% | Added |
| Dodge & Cox | 6,240,505 | $510.3M | 0.33% | −216,531−3.4% | Reduced |
| Bank of New York Mellon Corp | 7,043,433 | $575.9M | 0.11% | −494,217−6.6% | Reduced |
| Alliancebernstein L.P. | 7,202,643 | $589.0M | 0.24% | +159,845+2.3% | Added |
| Capital Research Global Investors | 7,357,583 | $601.6M | 0.14% | −795,551−9.8% | Reduced |
| Geode Capital Management, LLC | 8,051,334 | $657.2M | 0.09% | +495,981+6.6% | Added |
| Fiera Capital Corp | 10,261,976 | $839.1M | 2.15% | +38,412+0.4% | Added |
| Massachusetts Financial Services Co | 11,056,102 | $904.1M | 0.26% | −405,995−3.5% | Reduced |
| FMR LLC | 11,981,167 | $979.7M | 0.08% | +3,640,221+43.6% | Added |
| State Street Corp | 16,054,084 | $1.31B | 0.07% | −10,517,432−39.6% | Reduced |
| BlackRock Inc. | 35,336,365 | $2.89B | 0.08% | +956,521+2.8% | Added |
| Vanguard Group Inc | 37,681,678 | $3.08B | 0.08% | −142,418−0.4% | Reduced |
| Heritage Wealth Management, LLC | 3 | – | – | +3 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −6,834,220−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −1,355,919−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,095,049−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −891,885−100.0% | Sold out |
| Davide Leone & Partners Investment Co Ltd. | 0 | $0 | 0.00% | −636,135−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Marathon Asset Management LLP | 0 | $0 | 0.00% | −375,946−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −300,935−100.0% | Sold out |
| CQS (US), LLC | 0 | $0 | 0.00% | −202,492−100.0% | Sold out |
| Arnhold LLC | 0 | $0 | 0.00% | −67,527−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −48,686−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −32,818−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −29,332−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −25,686−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −25,656−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −24,959−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −23,201−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −22,023−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −20,700−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −20,290−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −18,824−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −18,530−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −16,265−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −15,404−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −14,716−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,442−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −12,817−100.0% | Sold out |
| Thomasville National Bank | 0 | $0 | 0.00% | −8,802−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,666−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −10,647−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −9,268−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −9,207−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −9,047−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −8,904−100.0% | Sold out |
| Usca Ria LLC | 0 | $0 | 0.00% | −8,394−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −8,188−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −7,903−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,139−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −6,018−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −4,893−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,429−100.0% | Sold out |
| Columbia Asset Management | 0 | $0 | 0.00% | −5,386−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −5,350−100.0% | Sold out |
| Unison Advisors LLC | 0 | $0 | 0.00% | −5,245−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −5,162−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −4,465−100.0% | Sold out |
| Roberts Glore & Co Inc | 0 | $0 | 0.00% | −4,442−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −4,359−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −4,097−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,040−100.0% | Sold out |
| Delta Financial Advisors LLC | 0 | $0 | 0.00% | −3,908−100.0% | Sold out |
| Farmers National Bank | 0 | $0 | 0.00% | −3,595−100.0% | Sold out |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| Princeton Portfolio Strategies Group LLC | 0 | $0 | 0.00% | −3,270−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,064−100.0% | Sold out |