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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 49,144 | $4.02M | 0.06% | −690−1.4% | Reduced |
| Wesleyan Assurance Society | 48,100 | $3.93M | 0.49% | −2,650−5.2% | Reduced |
| Evoke Wealth, LLC | 47,750 | $3.90M | 0.15% | +2,266+5.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 46,183 | $3.78M | 0.09% | +46,183 | New |
| Gateway Investment Advisers LLC | 46,057 | $3.77M | 0.04% | −354−0.8% | Reduced |
| Tufton Capital Management | 45,161 | $3.69M | 0.61% | −593−1.3% | Reduced |
| Farmers & Merchants Investments Inc | 44,558 | $3.64M | 0.16% | +11,437+34.5% | Added |
| Ingalls & Snyder LLC | 43,829 | $3.58M | 0.16% | −548−1.2% | Reduced |
| Bridgewater Associates, LP | 43,774 | $3.58M | 0.02% | +43,774 | New |
| Holocene Advisors, LP | 43,340 | $3.54M | 0.02% | −53,555−55.3% | Reduced |
| Aptus Capital Advisors, LLC | 42,724 | $3.49M | 0.16% | +3,707+9.5% | Added |
| Hartford Investment Management Co | 42,489 | $3.47M | 0.09% | −2,095−4.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 41,602 | $3.40M | 0.04% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 41,578 | $3.40M | 0.15% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 41,353 | $3.38M | 0.65% | +13,925+50.8% | Added |
| Cresset Asset Management, LLC | 41,307 | $3.38M | 0.05% | +33,370+420.4% | Added |
| Cacti Asset Management LLC | 40,334 | $3.29M | 0.27% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 40,134 | $3.28M | 0.12% | −7,887−16.4% | Reduced |
| GM Advisory Group, Inc. | 39,942 | $3.27M | 0.34% | −3,150−7.3% | Reduced |
| Baird Financial Group, Inc. | 37,806 | $3.09M | 0.01% | −883−2.3% | Reduced |
| Kempen Capital Management N.V. | 41,194 | $3.08M | 0.11% | +41,194 | New |
| Wesbanco Bank Inc | 36,988 | $3.02M | 0.11% | −721−1.9% | Reduced |
| Huntington National Bank | 36,929 | $3.02M | 0.03% | +6,942+23.2% | Added |
| M. Kraus & Co | 35,540 | $2.91M | 1.05% | +654+1.9% | Added |
| Bridgeway Capital Management, LLC | 35,475 | $2.90M | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 35,014 | $2.86M | 0.15% | −2,818−7.4% | Reduced |
| Scotia Capital Inc. | 34,749 | $2.84M | 0.02% | +15,901+84.4% | Added |
| Shell Asset Management Co | 34,712 | $2.84M | 0.06% | −10,795−23.7% | Reduced |
| Securian Asset Management, Inc | 34,580 | $2.83M | 0.06% | −602−1.7% | Reduced |
| Oregon Public Employees Retirement Fund | 33,811 | $2.77M | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 33,400 | $2.73M | 0.02% | +468+1.4% | Added |
| Norinchukin Bank, The | 33,377 | $2.73M | 0.04% | −514−1.5% | Reduced |
| ING Groep NV | 33,131 | $2.71M | 0.04% | +6,141+22.8% | Added |
| Dearborn Partners LLC | 33,065 | $2.70M | 0.11% | −377−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,877 | $2.69M | 0.01% | +1,125+3.5% | Added |
| Brown Brothers Harriman & Co | 32,811 | $2.68M | 0.02% | −1,726−5.0% | Reduced |
| MML Investors Services, LLC | 32,600 | $2.67M | 0.02% | +382+1.2% | Added |
| Maryland State Retirement & Pension System | 32,336 | $2.66M | 0.09% | +1,135+3.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 31,929 | $2.61M | 0.01% | −859−2.6% | Reduced |
| AlphaCrest Capital Management LLC | 31,676 | $2.59M | 0.11% | +31,676 | New |
| Teachers Retirement System of the State of Kentucky | 31,557 | $2.58M | 0.02% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 31,200 | $2.55M | 0.71% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 31,032 | $2.54M | 0.02% | −11,962−27.8% | Reduced |
| Birch Run Capital Advisors, LP | 31,000 | $2.54M | 2.11% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 30,962 | $2.53M | 0.11% | −4,884−13.6% | 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 |
| 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 |
| Tredje AP-fonden | 29,890 | $2.44M | 0.05% | 00.0% | Unchanged |
| Gabelli Funds LLC | 29,500 | $2.41M | 0.02% | +1,500+5.4% | Added |
| Elo Mutual Pension Insurance Co | 28,908 | $2.36M | 0.08% | −782−2.6% | Reduced |
| Evercore Wealth Management, LLC | 28,799 | $2.36M | 0.04% | −130.0% | Reduced |
| TCTC Holdings, LLC | 28,626 | $2.34M | 0.11% | 00.0% | Unchanged |
| Pendal Group Limited | 28,472 | $2.33M | 0.02% | +8,715+44.1% | Added |
| CIBC World Markets Corp | 28,008 | $2.29M | 0.02% | −310,856−91.7% | Reduced |
| Close Asset Management Ltd | 27,744 | $2.27M | 0.11% | −1,000−3.5% | Reduced |
| Kestra Advisory Services, LLC | 27,656 | $2.26M | 0.03% | +515+1.9% | Added |
| Exane Derivatives | 27,054 | $2.26M | 0.53% | +520+2.0% | Added |
| BTR Capital Management Inc | 27,542 | $2.25M | 0.28% | +2,317+9.2% | Added |
| Aureus Asset Management, LLC | 27,522 | $2.25M | 0.14% | +27,522 | New |
| New Mexico Educational Retirement Board | 27,208 | $2.23M | 0.08% | +1,500+5.8% | Added |
| Chartwell Investment Partners, LLC | 27,143 | $2.22M | 0.07% | −6,129−18.4% | Reduced |
| Country Club Trust Company, n.a. | 26,076 | $2.14M | 0.19% | −491−1.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,429 | $2.08M | 0.05% | −196−0.8% | Reduced |
| Okabena Investment Services Inc | 25,389 | $2.08M | 0.98% | +2,316+10.0% | Added |
| Louisiana State Employees Retirement System | 25,100 | $2.05M | 0.05% | −200−0.8% | Reduced |
| HighTower Trust Services, LTA | 25,045 | $2.05M | 0.25% | −142−0.6% | Reduced |
| Captrust Financial Advisors | 24,758 | $2.02M | 0.02% | −2,751−10.0% | Reduced |
| Hartford Financial Management Inc. | 24,727 | $2.02M | 0.50% | +220+0.9% | Added |
| Eqis Capital Management, Inc. | 24,367 | $1.99M | 0.15% | −382−1.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 24,148 | $1.98M | 0.42% | −260−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 24,118 | $1.97M | 0.05% | −39−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,028 | $1.97M | 0.03% | −3,485−12.7% | Reduced |
| Hantz Financial Services, Inc. | 23,962 | $1.96M | 0.07% | +1,274+5.6% | Added |
| Telos Capital Management, Inc. | 23,891 | $1.95M | 0.26% | −729−3.0% | Reduced |
| Mercer Global Advisors Inc | 23,834 | $1.95M | 0.01% | +1,833+8.3% | Added |
| Capitolis Advisors LLC | 23,719 | $1.94M | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 23,490 | $1.92M | 0.09% | −767−3.2% | Reduced |
| Pacer Advisors, Inc. | 23,301 | $1.91M | 0.03% | −4,611−16.5% | Reduced |
| Woodstock Corp | 22,864 | $1.87M | 0.22% | −37−0.2% | Reduced |
| Xponance, Inc. | 22,848 | $1.87M | 0.03% | +5,482+31.6% | Added |
| Lee Danner & Bass Inc | 22,822 | $1.87M | 0.17% | −6,176−21.3% | Reduced |
| Gamco Investors, Inc. Et Al | 22,289 | $1.82M | 0.02% | −3,505−13.6% | Reduced |
| Connable Office Inc | 22,108 | $1.81M | 0.25% | +108+0.5% | Added |
| M Holdings Securities, Inc. | 21,986 | $1.80M | 0.18% | +1,453+7.1% | Added |
| Alexandria Capital, LLC | 21,727 | $1.78M | 0.16% | −258−1.2% | Reduced |
| 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 |
| XXEC, Inc. | 21,536 | $1.76M | 1.16% | +239+1.1% | Added |
| Cullinan Associates Inc | 21,528 | $1.76M | 0.10% | −49−0.2% | 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 |
| Bartlett & Co. Wealth Management LLC | 21,002 | $1.72M | 0.03% | −6,588−23.9% | Reduced |
| Bartlett & Co. LLC | 21,002 | $1.72M | 0.03% | −6,588−23.9% | Reduced |
| Tiaa, FSB | 20,480 | $1.68M | 0.01% | −3,001−12.8% | Reduced |
| YHB Investment Advisors, Inc. | 20,438 | $1.67M | 0.14% | +73+0.4% | Added |
| PFS Investments Inc. | 19,292 | $1.62M | 0.04% | +650+3.5% | Added |
| Copeland Capital Management, LLC | 19,670 | $1.61M | 0.05% | +72+0.4% | Added |
| E. Ohman J:or Asset Management AB | 19,500 | $1.59M | 0.05% | +4,300+28.3% | Added |