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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, Q3 2021

Institutional positions in Otis Worldwide Corp as of Sep 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
1,145
+16 vs. Q2 2021
Shares held
357.8M
−88.4K (0.0%) vs. Q2 2021
Total value
$29.5B
+$207.1M (+0.7%) vs. Q2 2021
New holders
92
379 more added
Sold out
76
450 more reduced

13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,145 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ3 2021: $29.5B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q2 2021.

Institutions holding OTIS in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc38,440,672$3.16B0.08%+758,994+2.0%Added
BlackRock Inc.36,709,140$3.02B0.09%+1,372,775+3.9%Added
State Street Corp16,687,040$1.37B0.07%+632,956+3.9%Added
FMR LLC14,730,424$1.21B0.10%+2,749,257+22.9%Added
Massachusetts Financial Services Co10,895,952$896.5M0.26%−160,150−1.4%Reduced
Fiera Capital Corp10,167,882$836.6M2.15%−94,094−0.9%Reduced
Geode Capital Management, LLC8,571,437$704.0M0.09%+520,103+6.5%Added
Capital Research Global Investors7,358,436$605.5M0.14%+8530.0%Added
Alliancebernstein L.P.7,163,230$589.4M0.23%−39,413−0.5%Reduced
Bank of New York Mellon Corp7,082,169$582.7M0.11%+38,736+0.5%Added
Invesco Ltd.6,191,893$509.5M0.13%+49,325+0.8%Added
BLS Capital Fondsmaeglerselskab A/S5,756,342$473.6M18.64%+557,025+10.7%Added
Dodge & Cox5,726,048$471.1M0.31%−514,457−8.2%Reduced
Northern Trust Corp4,814,629$396.1M0.07%+256,041+5.6%Added
Ako Capital LLP4,795,441$394.6M4.09%−165,052−3.3%Reduced
Deccan Value Investors L.P.4,568,300$375.9M14.87%−103,600−2.2%Reduced
Bank of America Corp4,195,070$345.2M0.04%+21,057+0.5%Added
Norges Bank3,990,205$328.3M0.07%−1,499,133−27.3%Reduced
Sarasin & Partners LLP3,489,493$287.1M2.90%+69,140+2.0%Added
Clearbridge Investments, LLC3,459,456$284.6M0.20%+22,515+0.7%Added
Boston Partners3,304,051$272.0M0.34%−19,841−0.6%Reduced
CIBC Private Wealth Group, LLC3,272,636$269.3M0.63%+26,488+0.8%Added
Legal & General Group Plc3,084,228$253.8M0.08%+49,355+1.6%Added
Vontobel Asset Management Inc2,888,982$247.1M1.39%−1,349,631−31.8%Reduced
Los Angeles Capital Management LLC2,985,129$245.6M1.12%+18,947+0.6%Added
Wellington Management Group LLP2,799,815$230.4M0.04%−1,333,193−32.3%Reduced
Morgan Stanley2,714,392$223.3M0.03%+134,679+5.2%Added
Suvretta Capital Management, LLC2,699,539$222.1M3.78%+73,846+2.8%Added
Price T Rowe Associates Inc2,693,391$221.6M0.02%−207,506−7.2%Reduced
Dimensional Fund Advisors LP2,687,827$221.2M0.07%+7,004+0.3%Added
Janus Henderson Group PLC2,584,889$212.7M0.09%−214,022−7.6%Reduced
Gates Capital Management, Inc.2,441,443$200.9M5.53%−376,385−13.4%Reduced
Goldman Sachs Group Inc2,428,931$199.9M0.05%−670,561−21.6%Reduced
London Co of Virginia2,381,410$195.9M1.08%−139,939−5.6%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC2,314,049$190.4M0.95%−106,886−4.4%Reduced
Renaissance Technologies LLC2,190,800$180.3M0.23%+360,200+19.7%Added
Schroder Investment Management Group2,129,668$175.2M0.28%+347,047+19.5%Added
Charles Schwab Investment Management Inc2,029,102$167.0M0.05%+108,852+5.7%Added
Menora Mivtachim Holdings Ltd.1,979,000$162.8M2.38%−1,500−0.1%Reduced
Eagle Asset Management Inc1,888,321$162.3M0.73%−254,207−11.9%Reduced
Credit Suisse AG1,938,877$159.5M0.13%−54,446−2.7%Reduced
Sumitomo Mitsui Trust Holdings, Inc.1,923,927$158.3M0.10%+76,701+4.2%Added
Artisan Partners Limited Partnership1,920,129$158.0M0.19%−265,598−12.2%Reduced
Royal Bank of Canada1,896,137$156.0M0.04%+347,299+22.4%Added
State of Wisconsin Investment Board1,884,844$155.1M0.32%−104,266−5.2%Reduced
Nuveen Asset Management, LLC1,858,070$152.9M0.05%−89,399−4.6%Reduced
JPMorgan Chase & Co1,718,999$141.4M0.02%−73,831−4.1%Reduced
Primecap Management Co1,673,161$137.7M0.10%−2,287−0.1%Reduced
Caisse de Depot Et Placement du Quebec1,642,057$135.1M0.29%−175,200−9.6%Reduced
UBS Asset Management Americas Inc1,630,203$134.1M0.06%−29,109−1.8%Reduced
Swiss National Bank1,612,057$132.6M0.08%−68,500−4.1%Reduced
Alphinity Investment Management Pty Ltd1,592,967$131.1M4.88%+34,949+2.2%Added
Deutsche Bank AG1,551,119$127.6M0.06%−1,663,258−51.7%Reduced
Arrowstreet Capital, Limited Partnership1,539,332$126.7M0.16%+619,205+67.3%Added
Wells Fargo & Company1,534,253$126.2M0.03%−196,310−11.3%Reduced
Omers Administration Corp1,514,148$124.6M1.81%+1,514,148New
Formuepleje A/S1,430,889$117.7M4.71%−30,155−2.1%Reduced
D. E. Shaw & Co., Inc.1,411,775$116.2M0.15%−305,669−17.8%Reduced
Jennison Associates LLC1,374,724$113.1M0.07%+222,446+19.3%Added
Lazard Freres Gestion S.A.S.1,329,531$109.5M3.08%+43,699+3.4%Added
Parametric Portfolio Associates LLC1,256,715$103.4M0.06%+63,401+5.3%Added
Fisher Asset Management, LLC1,204,312$99.1M0.06%−75,638−5.9%Reduced
Putnam Investments LLC1,193,702$98.2M0.15%+21,667+1.8%Added
Aviva PLC1,115,077$91.7M0.41%−25,293−2.2%Reduced
Pictet Asset Management SA1,094,466$90.1M0.10%+1,094,466New
Assenagon Asset Management S.A.1,050,697$86.5M0.36%+951,276+956.8%Added
Prudential Financial Inc1,012,053$85.6M0.12%+382,050+60.6%Added
Brown Advisory Inc1,039,503$85.5M0.13%−910−0.1%Reduced
Federated Hermes, Inc.971,319$79.9M0.15%−34,332−3.4%Reduced
California Public Employees Retirement System961,742$79.1M0.06%+867+0.1%Added
Guinness Asset Management LTD748,752$71.4M3.38%+820.0%Added
Adage Capital Partners GP, L.L.C.829,904$68.3M0.13%+230,999+38.6%Added
Fayez Sarofim & Co828,385$68.2M0.23%+8,179+1.0%Added
Neuberger Berman Group LLC804,569$66.0M0.06%−7,212−0.9%Reduced
Nissay Asset Management Corp784,694$64.6M0.55%−6,430−0.8%Reduced
Franklin Resources Inc783,043$64.4M0.02%+119,501+18.0%Added
Russell Investments Group, Ltd.753,825$62.2M0.11%−39,115−4.9%Reduced
California State Teachers Retirement System753,157$62.0M0.08%−6,662−0.9%Reduced
Millennium Management LLC744,789$61.3M0.08%+103,695+16.2%Added
Two Sigma Investments, LP728,553$59.9M0.16%+165,780+29.5%Added
Marshall Wace Asia Ltd702,895$57.8M1.37%−861,454−55.1%Reduced
PGGM Investments701,209$57.7M0.30%+91,570+15.0%Added
Manufacturers Life Insurance Company, The680,178$56.0M0.05%−10,136−1.5%Reduced
Rhumbline Advisers673,179$55.4M0.07%−16,306−2.4%Reduced
UBS Group AG666,726$54.9M0.02%+202,961+43.8%Added
The PNC Financial Services Group, Inc.619,727$51.0M0.05%−26,783−4.1%Reduced
Eaton Vance Management621,738$50.8M0.07%−520.0%Reduced
New York State Common Retirement Fund603,889$49.7M0.05%+66,363+12.3%Added
Two Sigma Advisers, LP596,700$49.1M0.13%+326,000+120.4%Added
Railway Pension Investments Ltd592,700$48.8M0.40%+1,900+0.3%Added
National Pension Service586,987$48.3M0.09%−24,893−4.1%Reduced
AQR Capital Management LLC572,886$47.1M0.09%+315,593+122.7%Added
Robeco Institutional Asset Management B.V.570,454$46.9M0.10%+448,840+369.1%Added
Principal Financial Group Inc536,505$44.1M0.03%+3,172+0.6%Added
State Board of Administration of Florida Retirement System522,717$43.0M0.08%−11,041−2.1%Reduced
First Trust Advisors LP515,691$42.4M0.05%−6,676−1.3%Reduced
Sandbar Asset Management LLP506,664$41.7M4.53%−131,277−20.6%Reduced
Factory Mutual Insurance Co505,600$41.6M0.52%−7,700−1.5%Reduced
HSBC Holdings PLC479,371$39.7M0.05%−35,140−6.8%Reduced
HighTower Advisors, LLC481,109$39.6M0.11%+369,921+332.7%Added