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 |
|---|---|---|---|---|---|
| Southport Management, L.L.C. | 15,000 | $1.23M | 4.15% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.23M | 0.25% | 00.0% | Unchanged |
| Quantitative Systematic Strategies LLC | 15,056 | $1.23M | 0.43% | −1,932−11.4% | Reduced |
| STRS Ohio | 15,073 | $1.23M | 0.00% | +10,351+219.2% | Added |
| Boston Private Wealth LLC | 15,202 | $1.24M | 0.02% | −187−1.2% | Reduced |
| TD Private Client Wealth LLC | 15,233 | $1.25M | 0.05% | +70.0% | Added |
| Rossmore Private Capital | 15,277 | $1.25M | 0.21% | +463+3.1% | Added |
| Veracity Capital LLC | 15,451 | $1.26M | 0.30% | −407−2.6% | Reduced |
| Nomura Holdings Inc | 15,563 | $1.27M | 0.01% | +4,975+47.0% | Added |
| Whittier Trust Co of Nevada Inc | 15,631 | $1.28M | 0.05% | −1,707−9.8% | Reduced |
| Sit Investment Associates Inc | 15,855 | $1.30M | 0.03% | 00.0% | Unchanged |
| Shelter Ins Retirement Plan | 16,000 | $1.31M | 0.75% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 14,610 | $1.31M | 0.06% | +2,060+16.4% | Added |
| Dowling & Yahnke LLC | 16,282 | $1.33M | 0.08% | −669−3.9% | Reduced |
| Arden Trust Co | 16,365 | $1.34M | 0.22% | −333−2.0% | Reduced |
| Mariner, LLC | 16,561 | $1.35M | 0.01% | −2,810−14.5% | Reduced |
| Whittier Trust Co | 16,660 | $1.36M | 0.02% | −4,872−22.6% | Reduced |
| People's United Financial, Inc. | 16,748 | $1.37M | 0.03% | −2,311−12.1% | Reduced |
| Banque Cantonale Vaudoise | 16,915 | $1.38M | 0.06% | +100+0.6% | Added |
| Engineers Gate Manager LP | 16,999 | $1.39M | 0.09% | −9,303−35.4% | Reduced |
| Exchange Capital Management, Inc. | 17,074 | $1.40M | 0.27% | −46−0.3% | Reduced |
| Jefferies Group LLC | 17,250 | $1.41M | 0.02% | −75,150−81.3% | Reduced |
| Parsons Capital Management Inc | 17,393 | $1.42M | 0.11% | −167−1.0% | Reduced |
| Blair William & Co | 17,453 | $1.43M | 0.00% | −1,608−8.4% | Reduced |
| MRJ Capital Inc | 17,600 | $1.44M | 0.84% | −700−3.8% | Reduced |
| Zurich Insurance Group Ltd | 17,800 | $1.46M | 0.02% | −47,117−72.6% | Reduced |
| Monarch Capital Management Inc | 17,839 | $1.46M | 0.42% | −725−3.9% | Reduced |
| Matthew Goff Investment Advisor, LLC | 17,986 | $1.47M | 0.37% | +239+1.3% | Added |
| Holowesko Partners Ltd. | 18,000 | $1.47M | 0.38% | −7,000−28.0% | Reduced |
| TrimTabs Asset Management, LLC | 18,036 | $1.47M | 0.75% | +18,036 | New |
| Veritable, L.P. | 18,131 | $1.48M | 0.02% | +85+0.5% | Added |
| TBH Global Asset Management, LLC | 18,176 | $1.49M | 0.34% | +18,176 | New |
| Northwestern Mutual Investment Management Company, LLC | 18,318 | $1.50M | 0.03% | −162−0.9% | Reduced |
| Canandaigua National Corp | 18,719 | $1.53M | 0.25% | +296+1.6% | Added |
| Banco Santander, S.A. | 18,762 | $1.53M | 0.01% | +10,293+121.5% | Added |
| Birch Hill Investment Advisors LLC | 18,784 | $1.54M | 0.08% | −462−2.4% | Reduced |
| Trust Co of Vermont | 19,008 | $1.55M | 0.11% | −881−4.4% | Reduced |
| Amica Retiree Medical Trust | 19,199 | $1.57M | 0.99% | 00.0% | Unchanged |
| Synovus Financial Corp | 19,333 | $1.57M | 0.02% | −91−0.5% | Reduced |
| Triangle Securities Wealth Management | 19,339 | $1.58M | 0.53% | −40−0.2% | Reduced |
| NBT Bank N A | 19,419 | $1.59M | 0.22% | −451−2.3% | Reduced |
| E. Ohman J:or Asset Management AB | 19,500 | $1.59M | 0.05% | +4,300+28.3% | Added |
| Copeland Capital Management, LLC | 19,670 | $1.61M | 0.05% | +72+0.4% | Added |
| PFS Investments Inc. | 19,292 | $1.62M | 0.04% | +650+3.5% | Added |
| YHB Investment Advisors, Inc. | 20,438 | $1.67M | 0.14% | +73+0.4% | Added |
| Tiaa, FSB | 20,480 | $1.68M | 0.01% | −3,001−12.8% | Reduced |
| Bartlett & Co. LLC | 21,002 | $1.72M | 0.03% | −6,588−23.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 21,002 | $1.72M | 0.03% | −6,588−23.9% | Reduced |
| Burney Co | 21,513 | $1.76M | 0.08% | −884−3.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 21,509 | $1.76M | 0.06% | +962+4.7% | Added |
| Cullinan Associates Inc | 21,528 | $1.76M | 0.10% | −49−0.2% | Reduced |
| XXEC, Inc. | 21,536 | $1.76M | 1.16% | +239+1.1% | Added |
| Mackenzie Financial Corp | 21,724 | $1.78M | 0.00% | +5,196+31.4% | Added |
| Advisors Asset Management, Inc. | 21,716 | $1.78M | 0.03% | +6,244+40.4% | Added |
| Alexandria Capital, LLC | 21,727 | $1.78M | 0.16% | −258−1.2% | Reduced |
| M Holdings Securities, Inc. | 21,986 | $1.80M | 0.18% | +1,453+7.1% | Added |
| Connable Office Inc | 22,108 | $1.81M | 0.25% | +108+0.5% | Added |
| Gamco Investors, Inc. Et Al | 22,289 | $1.82M | 0.02% | −3,505−13.6% | Reduced |
| Lee Danner & Bass Inc | 22,822 | $1.87M | 0.17% | −6,176−21.3% | Reduced |
| Xponance, Inc. | 22,848 | $1.87M | 0.03% | +5,482+31.6% | Added |
| Woodstock Corp | 22,864 | $1.87M | 0.22% | −37−0.2% | Reduced |
| Pacer Advisors, Inc. | 23,301 | $1.91M | 0.03% | −4,611−16.5% | Reduced |
| Kentucky Retirement Systems | 23,490 | $1.92M | 0.09% | −767−3.2% | Reduced |
| Capitolis Advisors LLC | 23,719 | $1.94M | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 23,834 | $1.95M | 0.01% | +1,833+8.3% | Added |
| Telos Capital Management, Inc. | 23,891 | $1.95M | 0.26% | −729−3.0% | Reduced |
| Hantz Financial Services, Inc. | 23,962 | $1.96M | 0.07% | +1,274+5.6% | Added |
| Steward Partners Investment Advisory, LLC | 24,028 | $1.97M | 0.03% | −3,485−12.7% | Reduced |
| Crossmark Global Holdings, Inc. | 24,118 | $1.97M | 0.05% | −39−0.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 24,148 | $1.98M | 0.42% | −260−1.1% | Reduced |
| Eqis Capital Management, Inc. | 24,367 | $1.99M | 0.15% | −382−1.5% | Reduced |
| Hartford Financial Management Inc. | 24,727 | $2.02M | 0.50% | +220+0.9% | Added |
| Captrust Financial Advisors | 24,758 | $2.02M | 0.02% | −2,751−10.0% | Reduced |
| HighTower Trust Services, LTA | 25,045 | $2.05M | 0.25% | −142−0.6% | Reduced |
| Louisiana State Employees Retirement System | 25,100 | $2.05M | 0.05% | −200−0.8% | Reduced |
| Okabena Investment Services Inc | 25,389 | $2.08M | 0.98% | +2,316+10.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,429 | $2.08M | 0.05% | −196−0.8% | Reduced |
| Country Club Trust Company, n.a. | 26,076 | $2.14M | 0.19% | −491−1.8% | Reduced |
| Chartwell Investment Partners, LLC | 27,143 | $2.22M | 0.07% | −6,129−18.4% | Reduced |
| New Mexico Educational Retirement Board | 27,208 | $2.23M | 0.08% | +1,500+5.8% | Added |
| Aureus Asset Management, LLC | 27,522 | $2.25M | 0.14% | +27,522 | New |
| BTR Capital Management Inc | 27,542 | $2.25M | 0.28% | +2,317+9.2% | Added |
| Exane Derivatives | 27,054 | $2.26M | 0.53% | +520+2.0% | Added |
| Kestra Advisory Services, LLC | 27,656 | $2.26M | 0.03% | +515+1.9% | Added |
| Close Asset Management Ltd | 27,744 | $2.27M | 0.11% | −1,000−3.5% | Reduced |
| CIBC World Markets Corp | 28,008 | $2.29M | 0.02% | −310,856−91.7% | Reduced |
| Pendal Group Limited | 28,472 | $2.33M | 0.02% | +8,715+44.1% | Added |
| TCTC Holdings, LLC | 28,626 | $2.34M | 0.11% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 28,799 | $2.36M | 0.04% | −130.0% | Reduced |
| Elo Mutual Pension Insurance Co | 28,908 | $2.36M | 0.08% | −782−2.6% | Reduced |
| Gabelli Funds LLC | 29,500 | $2.41M | 0.02% | +1,500+5.4% | Added |
| Tredje AP-fonden | 29,890 | $2.44M | 0.05% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 30,114 | $2.46M | 0.03% | −139,387−82.2% | Reduced |
| Raymond James Trust N.A. | 30,103 | $2.46M | 0.08% | −2,335−7.2% | Reduced |
| Verition Fund Management LLC | 30,587 | $2.50M | 0.04% | −7,131−18.9% | Reduced |
| AMG National Trust Bank | 30,583 | $2.50M | 0.08% | −209−0.7% | Reduced |
| Heritage Investors Management Corp | 30,962 | $2.53M | 0.11% | −4,884−13.6% | Reduced |
| Birch Run Capital Advisors, LP | 31,000 | $2.54M | 2.11% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 31,032 | $2.54M | 0.02% | −11,962−27.8% | Reduced |
| Shelter Mutual Insurance Co | 31,200 | $2.55M | 0.71% | 00.0% | Unchanged |