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 |
|---|---|---|---|---|---|
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $9.37M | 0.12% | +760+0.7% | Added |
| Cohen Capital Management, Inc. | 111,747 | $9.37M | 1.60% | −150.0% | Reduced |
| HighTower Advisors, LLC | 111,188 | $9.07M | 0.03% | +4,159+3.9% | Added |
| EFG Asset Management (Americas) Corp. | 110,447 | $9.05M | 1.68% | +2,025+1.9% | Added |
| Bradley Foster & Sargent Inc | 110,298 | $9.02M | 0.21% | −754−0.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 108,961 | $8.91M | 1.47% | +10,241+10.4% | Added |
| First Manhattan Co | 108,884 | $8.90M | 0.03% | −2,076−1.9% | Reduced |
| Keybank National Association | 108,695 | $8.89M | 0.04% | −17,106−13.6% | Reduced |
| Cubist Systematic Strategies, LLC | 107,908 | $8.82M | 0.10% | −2,182−2.0% | Reduced |
| State of Alaska, Department of Revenue | 107,679 | $8.80M | 0.09% | +43,810+68.6% | Added |
| Forsta Ap-Fonden | 107,500 | $8.79M | 0.10% | +36,600+51.6% | Added |
| Meyer Handelman Co | 105,912 | $8.66M | 0.34% | +350+0.3% | Added |
| Rockefeller Capital Management L.P. | 104,093 | $8.51M | 0.05% | +80,559+342.3% | Added |
| First Republic Investment Management, Inc. | 101,713 | $8.32M | 0.02% | +1,029+1.0% | Added |
| Interval Partners, LP | 99,751 | $8.16M | 0.49% | −6,890−6.5% | Reduced |
| Assenagon Asset Management S.A. | 99,421 | $8.13M | 0.03% | +99,421 | New |
| Lazard Asset Management LLC | 97,630 | $7.98M | 0.01% | +1,795+1.9% | Added |
| Schwartz Investment Counsel Inc | 97,000 | $7.93M | 0.32% | 00.0% | Unchanged |
| Carlson Capital L P | 95,852 | $7.84M | 0.38% | −67,218−41.2% | Reduced |
| MetLife Investment Management | 93,524 | $7.65M | 0.07% | −3,618−3.7% | Reduced |
| DnB Asset Management AS | 93,481 | $7.64M | 0.05% | −2,988−3.1% | Reduced |
| NN Investment Partners Holdings N.V. | 92,701 | $7.58M | 0.04% | −73,459−44.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 92,551 | $7.57M | 0.01% | −89,363−49.1% | Reduced |
| Truist Financial Corp | 92,138 | $7.54M | 0.01% | −528−0.6% | Reduced |
| Foyston, Gordon, & Payne Inc | 91,577 | $7.49M | 1.78% | −33,455−26.8% | Reduced |
| Advisor Group Holdings, Inc. | 91,465 | $7.48M | 0.02% | +4,072+4.7% | Added |
| CIBC Asset Management Inc | 91,397 | $7.47M | 0.03% | +6,255+7.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 88,892 | $7.27M | 0.03% | +16,081+22.1% | Added |
| Commerce Bank | 87,602 | $7.16M | 0.05% | −5,533−5.9% | Reduced |
| Fundsmith Investment Services Ltd. | 87,577 | $7.16M | 4.45% | +87,577 | New |
| Janney Montgomery Scott LLC | 87,371 | $7.14M | 0.03% | −3,823−4.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 85,002 | $6.95M | 0.01% | −718−0.8% | Reduced |
| Nomura Asset Management Co Ltd | 84,873 | $6.94M | 0.04% | +3,088+3.8% | Added |
| Middleton & Co Inc | 84,842 | $6.94M | 0.75% | −1,006−1.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 84,805 | $6.93M | 0.14% | +3,792+4.7% | Added |
| Brinker Capital Investments, LLC | 84,088 | $6.88M | 0.09% | −3,552−4.1% | Reduced |
| Bright Rock Capital Management, LLC | 82,000 | $6.71M | 1.61% | 00.0% | Unchanged |
| Utah Retirement Systems | 81,852 | $6.69M | 0.09% | −100−0.1% | Reduced |
| Comerica Bank | 73,484 | $6.63M | 0.04% | −3,928−5.1% | Reduced |
| Bahl & Gaynor Inc | 79,138 | $6.47M | 0.04% | +9,319+13.3% | Added |
| Susquehanna International Group, LLP | 78,527 | $6.42M | 0.01% | +18,096+29.9% | Added |
| FIL Ltd | 78,179 | $6.39M | 0.01% | +8,499+12.2% | Added |
| Squarepoint Ops LLC | 77,869 | $6.37M | 0.05% | −164,432−67.9% | Reduced |
| Vontobel Holding Ltd. | 77,179 | $6.33M | 0.05% | −2,520−3.2% | Reduced |
| Illinois Municipal Retirement Fund | 77,385 | $6.33M | 0.26% | +77,385 | New |
| Peapack Gladstone Financial Corp | 76,977 | $6.29M | 0.15% | −7,647−9.0% | Reduced |
| Creative Planning | 76,911 | $6.29M | 0.01% | −910−1.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 76,830 | $6.28M | 0.07% | +48,677+172.9% | Added |
| Westpac Banking Corp | 76,426 | $6.25M | 0.06% | −949−1.2% | Reduced |
| British Columbia Investment Management Corp | 76,236 | $6.23M | 0.04% | +8,749+13.0% | Added |
| LSV Asset Management | 75,700 | $6.19M | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 75,666 | $6.19M | 0.15% | −5,665−7.0% | Reduced |
| Guggenheim Capital LLC | 75,570 | $6.18M | 0.04% | +3,369+4.7% | Added |
| Fifth Third Bancorp | 75,418 | $6.17M | 0.03% | −14,557−16.2% | Reduced |
| Natixis Advisors, L.P. | 74,816 | $6.12M | 0.03% | +11,198+17.6% | Added |
| Windward Capital Management Co | 73,747 | $6.03M | 0.56% | −117−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 73,520 | $6.01M | 0.03% | −171−0.2% | Reduced |
| Daiwa Securities Group Inc. | 72,755 | $5.95M | 0.04% | +4,339+6.3% | Added |
| Lincoln Capital LLC | 72,228 | $5.91M | 1.66% | +451+0.6% | Added |
| State of Tennessee, Treasury Department | 71,853 | $5.88M | 0.02% | −18,940−20.9% | Reduced |
| Calamos Advisors LLC | 71,219 | $5.82M | 0.03% | +16,199+29.4% | Added |
| Macquarie Group Ltd | 70,965 | $5.80M | 0.00% | +23,531+49.6% | Added |
| Fiduciary Trust Co | 70,841 | $5.79M | 0.11% | −1,833−2.5% | Reduced |
| Wolverine Asset Management LLC | 70,492 | $5.76M | 0.05% | +70,492 | New |
| Gofen & Glossberg LLC | 70,277 | $5.75M | 0.14% | +500+0.7% | Added |
| Allied Investment Advisors, LLC | 69,604 | $5.69M | 2.14% | +6,820+10.9% | Added |
| Prospector Partners LLC | 69,440 | $5.68M | 0.72% | −5,100−6.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 68,943 | $5.64M | 0.04% | +68,943 | New |
| Davidson Kempner Capital Management LP | 68,920 | $5.64M | 0.04% | −253,032−78.6% | Reduced |
| Osborne Partners Capital Management, LLC | 68,439 | $5.60M | 0.46% | +673+1.0% | Added |
| Clifford Swan Investment Counsel LLC | 61,104 | $5.55M | 0.21% | −6,007−9.0% | Reduced |
| Glenmede Trust Co NA | 67,804 | $5.54M | 0.03% | −9,825−12.7% | Reduced |
| Texas Permanent School Fund | 67,016 | $5.48M | 0.06% | −1,055−1.5% | Reduced |
| Hudson Bay Capital Management LP | 67,000 | $5.48M | 0.07% | +67,000 | New |
| Swiss Life Asset Management Ltd | 52,163 | $5.40M | 0.07% | −26,875−34.0% | Reduced |
| ProShare Advisors LLC | 65,066 | $5.32M | 0.02% | +4,900+8.1% | Added |
| Mackay Shields LLC | 63,418 | $5.19M | 0.05% | −52,496−45.3% | Reduced |
| Martin Investment Management, LLC | 63,065 | $5.16M | 1.33% | +14,026+28.6% | Added |
| Nordea Investment Management AB | 61,079 | $4.99M | 0.01% | +14,126+30.1% | Added |
| Cardan Capital Partners, LLC | 60,606 | $4.96M | 0.55% | +60,606 | New |
| Moody National Bank Trust Division | 58,894 | $4.82M | 0.10% | −97−0.2% | Reduced |
| Delta Asset Management LLC | 57,829 | $4.73M | 0.45% | +645+1.1% | Added |
| Greenwood Gearhart Inc | 57,701 | $4.72M | 0.76% | +1,534+2.7% | Added |
| Sheets Smith Wealth Management | 57,328 | $4.69M | 0.63% | −156−0.3% | Reduced |
| American National Insurance Co | 56,418 | $4.61M | 0.17% | −65−0.1% | Reduced |
| Swedbank AB | 55,701 | $4.55M | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 54,904 | $4.49M | 0.17% | +54,904 | New |
| Graybill Bartz & Assoc Ltd | 53,820 | $4.40M | 2.17% | −286−0.5% | Reduced |
| Erste Asset Management GmbH | 53,300 | $4.37M | 0.09% | +18,300+52.3% | Added |
| Handelsbanken Fonder AB | 53,237 | $4.35M | 0.02% | −51,461−49.2% | Reduced |
| IFM Investors Pty Ltd | 53,138 | $4.34M | 0.09% | +7,915+17.5% | Added |
| Mutual of America Capital Management LLC | 52,836 | $4.32M | 0.04% | −51−0.1% | Reduced |
| Regions Financial Corp | 52,692 | $4.31M | 0.04% | −1,623−3.0% | Reduced |
| Kanawha Capital Management LLC | 52,544 | $4.30M | 0.39% | −840−1.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 52,129 | $4.26M | 1.09% | +8,444+19.3% | Added |
| KBC Group NV | 50,974 | $4.17M | 0.02% | −649−1.3% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 52,000 | $4.15M | 2.86% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,541 | $4.13M | 0.05% | −443−0.9% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 50,500 | $4.13M | 1.79% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 49,428 | $4.04M | 0.02% | +41,025+488.2% | Added |