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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 514,511 | $42.1M | 0.05% | −1,485,272−74.3% | Reduced |
| Factory Mutual Insurance Co | 513,300 | $42.0M | 0.51% | −15,319−2.9% | Reduced |
| Toronto Dominion Bank | 507,154 | $41.5M | 0.06% | −381,461−42.9% | Reduced |
| APG Asset Management N.V. | 582,740 | $40.2M | 0.07% | −11,948−2.0% | Reduced |
| UBS Group AG | 463,765 | $37.9M | 0.02% | −169,481−26.8% | Reduced |
| Thornburg Investment Management Inc | 457,110 | $37.4M | 0.43% | +457,110 | New |
| Pictet & Cie (Europe) SA | 453,592 | $37.1M | 1.30% | +372,072+456.4% | Added |
| New York State Teachers Retirement System | 451,406 | $36.9M | 0.08% | −22,528−4.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 440,461 | $36.0M | 0.08% | −734,800−62.5% | Reduced |
| Public Sector Pension Investment Board | 396,237 | $32.4M | 0.20% | +24,660+6.6% | Added |
| Gulf International Bank (UK) Ltd | 382,072 | $32.3M | 0.41% | +2,141+0.6% | Added |
| Thrivent Financial for Lutherans | 389,827 | $31.9M | 0.06% | +2,805+0.7% | Added |
| Ameriprise Financial Inc | 365,735 | $29.9M | 0.01% | +3,788+1.0% | Added |
| Voloridge Investment Management, LLC | 365,459 | $29.9M | 0.21% | +142,327+63.8% | Added |
| Amundi | 364,550 | $29.8M | 0.02% | +364,550 | New |
| Vaughan Nelson Investment Management, L.P. | 354,330 | $29.0M | 0.29% | −16,057−4.3% | Reduced |
| Lansdowne Partners (UK) LLP | 353,668 | $28.9M | 1.28% | −12,010−3.3% | Reduced |
| Victory Capital Management Inc | 353,626 | $28.9M | 0.03% | −4,821−1.3% | Reduced |
| Citigroup Inc | 347,900 | $28.4M | 0.03% | −44,198−11.3% | Reduced |
| Main Street Research LLC | 346,073 | $28.3M | 2.28% | +14,984+4.5% | Added |
| Welch & Forbes LLC | 345,519 | $28.3M | 0.48% | −6,093−1.7% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 335,300 | $27.4M | 1.37% | +5,720+1.7% | Added |
| Great West Life Assurance Co | 325,845 | $26.6M | 0.06% | −12,877−3.8% | Reduced |
| Point72 Asset Management, L.P. | 316,839 | $25.9M | 0.13% | −878,630−73.5% | Reduced |
| Pinebridge Investments, L.P. | 315,144 | $25.8M | 0.30% | −4,970−1.6% | Reduced |
| Connecticut Wealth Management, LLC | 312,961 | $25.6M | 2.25% | −761−0.2% | Reduced |
| Clark Capital Management Group, Inc. | 312,324 | $25.5M | 0.36% | +7,791+2.6% | Added |
| Sunriver Management LLC | 295,148 | $24.1M | 4.11% | −293,304−49.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 288,790 | $23.6M | 0.05% | −38,170−11.7% | Reduced |
| Prio Wealth Limited Partnership | 285,324 | $23.3M | 0.79% | +9,692+3.5% | Added |
| Candriam Luxembourg S.C.A. | 281,838 | $23.0M | 0.16% | +203,163+258.2% | Added |
| Employees Retirement System of Texas | 276,537 | $22.6M | 0.28% | −134,772−32.8% | Reduced |
| Two Sigma Advisers, LP | 270,700 | $22.1M | 0.06% | +85,800+46.4% | Added |
| Raymond James & Associates | 266,675 | $21.8M | 0.02% | +16,876+6.8% | Added |
| AMP Capital Investors Ltd | 260,873 | $21.3M | 0.10% | +71,019+37.4% | Added |
| Man Group plc | 260,953 | $21.3M | 0.08% | −29,661−10.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 260,528 | $21.3M | 0.07% | −16,921−6.1% | Reduced |
| AQR Capital Management LLC | 257,293 | $21.0M | 0.04% | +153,276+147.4% | Added |
| Mn Services Vermogensbeheer B.V. | 302,100 | $20.8M | 0.16% | +302,100 | New |
| Moody Lynn & Lieberson, LLC | 252,811 | $20.7M | 1.56% | −7,514−2.9% | Reduced |
| Public Employees Retirement System of Ohio | 251,502 | $20.6M | 0.07% | +30,834+14.0% | Added |
| Rathbone Brothers plc | 247,810 | $20.3M | 0.23% | +50,755+25.8% | Added |
| State of New Jersey Common Pension Fund D | 239,866 | $19.6M | 0.06% | −8,090−3.3% | Reduced |
| Canada Pension Plan Investment Board | 237,241 | $19.4M | 0.02% | +40,566+20.6% | Added |
| MAI Capital Management | 233,372 | $19.1M | 0.38% | +16,314+7.5% | Added |
| Teacher Retirement System of Texas | 224,562 | $18.4M | 0.10% | −17,031−7.0% | Reduced |
| Rheos Capital Works Inc. | 217,000 | $17.7M | 0.90% | +30,000+16.0% | Added |
| Banque Pictet & Cie SA | 212,429 | $17.4M | 0.19% | +44,177+26.3% | Added |
| AXA S.A. | 206,977 | $16.9M | 0.05% | −7,264−3.4% | Reduced |
| Altrinsic Global Advisors LLC | 201,009 | $16.4M | 0.50% | −110,523−35.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 197,851 | $16.2M | 0.10% | +982+0.5% | Added |
| London & Capital Asset Management Ltd | 195,042 | $15.9M | 1.31% | −128−0.1% | Reduced |
| Border to Coast Pensions Partnership Ltd | 193,626 | $15.9M | 0.56% | +193,626 | New |
| Tudor Investment Corp Et Al | 192,499 | $15.7M | 0.32% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 191,161 | $15.6M | 0.01% | +5,848+3.2% | Added |
| Asset Management One Co.,Ltd. | 190,303 | $15.6M | 0.06% | −2,699−1.4% | Reduced |
| General American Investors Co Inc | 189,085 | $15.5M | 1.29% | 00.0% | Unchanged |
| US Bancorp | 188,632 | $15.4M | 0.03% | −5,720−2.9% | Reduced |
| Albar Capital Ltd | 187,444 | $15.3M | 6.13% | +187,444 | New |
| Carnegie Capital Asset Management, LLC | 176,826 | $14.5M | 0.55% | +19,124+12.1% | Added |
| Ensign Peak Advisors, Inc | 176,560 | $14.4M | 0.03% | −64,433−26.7% | Reduced |
| Rockland Trust Co | 176,150 | $14.4M | 1.00% | −1,766−1.0% | Reduced |
| TD Asset Management Inc | 157,955 | $14.1M | 0.01% | +5,606+3.7% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 171,498 | $14.0M | 0.21% | +6,246+3.8% | Added |
| Voya Investment Management LLC | 170,884 | $14.0M | 0.03% | +3,261+1.9% | Added |
| SEI Investments Co | 170,687 | $13.9M | 0.03% | +45,997+36.9% | Added |
| Natixis | 167,393 | $13.7M | 0.06% | −163,074−49.3% | Reduced |
| M&T Bank Corp | 167,361 | $13.7M | 0.06% | −5,943−3.4% | Reduced |
| Davidson Investment Advisors | 167,209 | $13.7M | 1.09% | −846−0.5% | Reduced |
| Standard Life Aberdeen plc | 162,812 | $13.3M | 0.03% | −6,047−3.6% | Reduced |
| Storebrand Asset Management AS | 160,362 | $13.1M | 0.06% | −11,089−6.5% | Reduced |
| Farr Miller & Washington LLC | 159,790 | $13.1M | 0.85% | +630+0.4% | Added |
| Cramer Rosenthal McGlynn LLC | 158,002 | $12.9M | 0.41% | −194,432−55.2% | Reduced |
| United Capital Financial Advisers, LLC | 156,778 | $12.8M | 0.06% | −2,249−1.4% | Reduced |
| Treasurer of the State of North Carolina | 155,990 | $12.8M | 0.07% | +6,210+4.1% | Added |
| Royal London Asset Management Ltd | 155,881 | $12.7M | 0.05% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 155,693 | $12.7M | 1.03% | −23,157−12.9% | Reduced |
| MUFG Americas Holdings Corp | 151,703 | $12.4M | 0.23% | +5,618+3.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 151,211 | $12.4M | 0.07% | +16,314+12.1% | Added |
| Varma Mutual Pension Insurance Co | 150,000 | $12.3M | 0.18% | +52,000+53.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 149,732 | $12.2M | 0.07% | −33,756−18.4% | Reduced |
| Commonwealth Equity Services, LLC | 149,295 | $12.2M | 0.03% | +8,059+5.7% | Added |
| Prudential PLC | 148,733 | $12.2M | 0.11% | −183,826−55.3% | Reduced |
| Stifel Financial Corp | 148,037 | $12.1M | 0.02% | −16,722−10.1% | Reduced |
| Nisa Investment Advisors, LLC | 147,896 | $12.1M | 0.08% | +21,531+17.0% | Added |
| Retirement Systems of Alabama | 147,562 | $12.1M | 0.04% | −4,486−3.0% | Reduced |
| Tocqueville Asset Management L.P. | 146,992 | $12.0M | 0.17% | −6,359−4.1% | Reduced |
| Winton Group Ltd | 145,102 | $11.9M | 0.64% | +16,957+13.2% | Added |
| Korea Investment CORP | 137,750 | $11.3M | 0.03% | −73,000−34.6% | Reduced |
| American International Group, Inc. | 136,663 | $11.2M | 0.04% | −5,970−4.2% | Reduced |
| LPL Financial LLC | 130,412 | $10.7M | 0.01% | +27,210+26.4% | Added |
| Comgest Global Investors S.A.S. | 125,600 | $10.3M | 0.14% | +2,400+1.9% | Added |
| Scopus Asset Management, L.P. | 125,408 | $10.3M | 0.18% | −68,969−35.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 121,614 | $9.95M | 0.02% | +1,190+1.0% | Added |
| Amalgamated Bank | 119,515 | $9.77M | 0.08% | +97,226+436.2% | Added |
| Andra AP-fonden | 118,800 | $9.71M | 0.20% | +54,900+85.9% | Added |
| Bank of Nova Scotia | 117,617 | $9.62M | 0.02% | −633,350−84.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 117,100 | $9.57M | 0.09% | −7,800−6.2% | Reduced |
| Amica Mutual Insurance Co | 116,316 | $9.51M | 1.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 115,429 | $9.44M | 0.08% | −543−0.5% | Reduced |