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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 31,557 | $2.58M | 0.02% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 31,676 | $2.59M | 0.11% | +31,676 | New |
| Mirae Asset Global Investments Co., Ltd. | 31,929 | $2.61M | 0.01% | −859−2.6% | Reduced |
| Maryland State Retirement & Pension System | 32,336 | $2.66M | 0.09% | +1,135+3.6% | Added |
| MML Investors Services, LLC | 32,600 | $2.67M | 0.02% | +382+1.2% | Added |
| Brown Brothers Harriman & Co | 32,811 | $2.68M | 0.02% | −1,726−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,877 | $2.69M | 0.01% | +1,125+3.5% | Added |
| Dearborn Partners LLC | 33,065 | $2.70M | 0.11% | −377−1.1% | Reduced |
| ING Groep NV | 33,131 | $2.71M | 0.04% | +6,141+22.8% | Added |
| Norinchukin Bank, The | 33,377 | $2.73M | 0.04% | −514−1.5% | Reduced |
| Private Advisor Group, LLC | 33,400 | $2.73M | 0.02% | +468+1.4% | Added |
| Oregon Public Employees Retirement Fund | 33,811 | $2.77M | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 34,580 | $2.83M | 0.06% | −602−1.7% | Reduced |
| Shell Asset Management Co | 34,712 | $2.84M | 0.06% | −10,795−23.7% | Reduced |
| Scotia Capital Inc. | 34,749 | $2.84M | 0.02% | +15,901+84.4% | Added |
| Sandy Spring Bank | 35,014 | $2.86M | 0.15% | −2,818−7.4% | Reduced |
| Bridgeway Capital Management, LLC | 35,475 | $2.90M | 0.05% | 00.0% | Unchanged |
| M. Kraus & Co | 35,540 | $2.91M | 1.05% | +654+1.9% | Added |
| Huntington National Bank | 36,929 | $3.02M | 0.03% | +6,942+23.2% | Added |
| Wesbanco Bank Inc | 36,988 | $3.02M | 0.11% | −721−1.9% | Reduced |
| Kempen Capital Management N.V. | 41,194 | $3.08M | 0.11% | +41,194 | New |
| Baird Financial Group, Inc. | 37,806 | $3.09M | 0.01% | −883−2.3% | Reduced |
| GM Advisory Group, Inc. | 39,942 | $3.27M | 0.34% | −3,150−7.3% | Reduced |
| Ameritas Investment Partners, Inc. | 40,134 | $3.28M | 0.12% | −7,887−16.4% | Reduced |
| Cacti Asset Management LLC | 40,334 | $3.29M | 0.27% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 41,307 | $3.38M | 0.05% | +33,370+420.4% | Added |
| Mirabella Financial Services LLP | 41,353 | $3.38M | 0.65% | +13,925+50.8% | Added |
| Cohen Klingenstein LLC | 41,578 | $3.40M | 0.15% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 41,602 | $3.40M | 0.04% | 00.0% | Unchanged |
| Hartford Investment Management Co | 42,489 | $3.47M | 0.09% | −2,095−4.7% | Reduced |
| Aptus Capital Advisors, LLC | 42,724 | $3.49M | 0.16% | +3,707+9.5% | Added |
| Holocene Advisors, LP | 43,340 | $3.54M | 0.02% | −53,555−55.3% | Reduced |
| Bridgewater Associates, LP | 43,774 | $3.58M | 0.02% | +43,774 | New |
| Ingalls & Snyder LLC | 43,829 | $3.58M | 0.16% | −548−1.2% | Reduced |
| Farmers & Merchants Investments Inc | 44,558 | $3.64M | 0.16% | +11,437+34.5% | Added |
| Tufton Capital Management | 45,161 | $3.69M | 0.61% | −593−1.3% | Reduced |
| Gateway Investment Advisers LLC | 46,057 | $3.77M | 0.04% | −354−0.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 46,183 | $3.78M | 0.09% | +46,183 | New |
| Evoke Wealth, LLC | 47,750 | $3.90M | 0.15% | +2,266+5.0% | Added |
| Wesleyan Assurance Society | 48,100 | $3.93M | 0.49% | −2,650−5.2% | Reduced |
| Metropolitan Life Insurance Co | 49,144 | $4.02M | 0.06% | −690−1.4% | Reduced |
| Acadian Asset Management LLC | 49,428 | $4.04M | 0.02% | +41,025+488.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 50,500 | $4.13M | 1.79% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,541 | $4.13M | 0.05% | −443−0.9% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 52,000 | $4.15M | 2.86% | 00.0% | Unchanged |
| KBC Group NV | 50,974 | $4.17M | 0.02% | −649−1.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 52,129 | $4.26M | 1.09% | +8,444+19.3% | Added |
| Kanawha Capital Management LLC | 52,544 | $4.30M | 0.39% | −840−1.6% | Reduced |
| Regions Financial Corp | 52,692 | $4.31M | 0.04% | −1,623−3.0% | Reduced |
| Mutual of America Capital Management LLC | 52,836 | $4.32M | 0.04% | −51−0.1% | Reduced |
| IFM Investors Pty Ltd | 53,138 | $4.34M | 0.09% | +7,915+17.5% | Added |
| Handelsbanken Fonder AB | 53,237 | $4.35M | 0.02% | −51,461−49.2% | Reduced |
| Erste Asset Management GmbH | 53,300 | $4.37M | 0.09% | +18,300+52.3% | Added |
| Graybill Bartz & Assoc Ltd | 53,820 | $4.40M | 2.17% | −286−0.5% | Reduced |
| Walleye Capital LLC | 54,904 | $4.49M | 0.17% | +54,904 | New |
| Swedbank AB | 55,701 | $4.55M | 0.01% | 00.0% | Unchanged |
| American National Insurance Co | 56,418 | $4.61M | 0.17% | −65−0.1% | Reduced |
| Sheets Smith Wealth Management | 57,328 | $4.69M | 0.63% | −156−0.3% | Reduced |
| Greenwood Gearhart Inc | 57,701 | $4.72M | 0.76% | +1,534+2.7% | Added |
| Delta Asset Management LLC | 57,829 | $4.73M | 0.45% | +645+1.1% | Added |
| Moody National Bank Trust Division | 58,894 | $4.82M | 0.10% | −97−0.2% | Reduced |
| Cardan Capital Partners, LLC | 60,606 | $4.96M | 0.55% | +60,606 | New |
| Nordea Investment Management AB | 61,079 | $4.99M | 0.01% | +14,126+30.1% | Added |
| Martin Investment Management, LLC | 63,065 | $5.16M | 1.33% | +14,026+28.6% | Added |
| Mackay Shields LLC | 63,418 | $5.19M | 0.05% | −52,496−45.3% | Reduced |
| ProShare Advisors LLC | 65,066 | $5.32M | 0.02% | +4,900+8.1% | Added |
| Swiss Life Asset Management Ltd | 52,163 | $5.40M | 0.07% | −26,875−34.0% | Reduced |
| Hudson Bay Capital Management LP | 67,000 | $5.48M | 0.07% | +67,000 | New |
| Texas Permanent School Fund | 67,016 | $5.48M | 0.06% | −1,055−1.5% | Reduced |
| Glenmede Trust Co NA | 67,804 | $5.54M | 0.03% | −9,825−12.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 61,104 | $5.55M | 0.21% | −6,007−9.0% | Reduced |
| Osborne Partners Capital Management, LLC | 68,439 | $5.60M | 0.46% | +673+1.0% | Added |
| Davidson Kempner Capital Management LP | 68,920 | $5.64M | 0.04% | −253,032−78.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 68,943 | $5.64M | 0.04% | +68,943 | New |
| Prospector Partners LLC | 69,440 | $5.68M | 0.72% | −5,100−6.8% | Reduced |
| Allied Investment Advisors, LLC | 69,604 | $5.69M | 2.14% | +6,820+10.9% | Added |
| Gofen & Glossberg LLC | 70,277 | $5.75M | 0.14% | +500+0.7% | Added |
| Wolverine Asset Management LLC | 70,492 | $5.76M | 0.05% | +70,492 | New |
| Fiduciary Trust Co | 70,841 | $5.79M | 0.11% | −1,833−2.5% | Reduced |
| Macquarie Group Ltd | 70,965 | $5.80M | 0.00% | +23,531+49.6% | Added |
| Calamos Advisors LLC | 71,219 | $5.82M | 0.03% | +16,199+29.4% | Added |
| State of Tennessee, Treasury Department | 71,853 | $5.88M | 0.02% | −18,940−20.9% | Reduced |
| Lincoln Capital LLC | 72,228 | $5.91M | 1.66% | +451+0.6% | Added |
| Daiwa Securities Group Inc. | 72,755 | $5.95M | 0.04% | +4,339+6.3% | Added |
| Public Employees Retirement Association of Colorado | 73,520 | $6.01M | 0.03% | −171−0.2% | Reduced |
| Windward Capital Management Co | 73,747 | $6.03M | 0.56% | −117−0.2% | Reduced |
| Natixis Advisors, L.P. | 74,816 | $6.12M | 0.03% | +11,198+17.6% | Added |
| Fifth Third Bancorp | 75,418 | $6.17M | 0.03% | −14,557−16.2% | Reduced |
| Guggenheim Capital LLC | 75,570 | $6.18M | 0.04% | +3,369+4.7% | Added |
| HM Payson & Co | 75,666 | $6.19M | 0.15% | −5,665−7.0% | Reduced |
| LSV Asset Management | 75,700 | $6.19M | 0.01% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 76,236 | $6.23M | 0.04% | +8,749+13.0% | Added |
| Westpac Banking Corp | 76,426 | $6.25M | 0.06% | −949−1.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 76,830 | $6.28M | 0.07% | +48,677+172.9% | Added |
| Creative Planning | 76,911 | $6.29M | 0.01% | −910−1.2% | Reduced |
| Peapack Gladstone Financial Corp | 76,977 | $6.29M | 0.15% | −7,647−9.0% | Reduced |
| Illinois Municipal Retirement Fund | 77,385 | $6.33M | 0.26% | +77,385 | New |
| Vontobel Holding Ltd. | 77,179 | $6.33M | 0.05% | −2,520−3.2% | Reduced |
| Squarepoint Ops LLC | 77,869 | $6.37M | 0.05% | −164,432−67.9% | Reduced |
| FIL Ltd | 78,179 | $6.39M | 0.01% | +8,499+12.2% | Added |