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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.

Q3 2021 vs. Q2 2021

How the institutions holding Otis Worldwide Corp changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of OTIS: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders1,142131,145+16
Shares359.4M1.49M357.8M−88.4K (0.0%)
Value$29.4B$122.2M$29.5B+$207.1M (+0.7%)

13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (92)

Institutions that held Otis Worldwide Corp at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to OTIS in Q3 2021
InstitutionSharesValue% of portfolio
Omers Administration Corp1,514,148$124.6M1.81%
Pictet Asset Management SA1,094,466$90.1M0.10%
Alyeska Investment Group, L.P.460,939$37.9M0.47%
Citadel Advisors LLC429,987$35.4M0.04%
Paloma Partners Management Co170,426$14.0M0.61%
Quantbot Technologies LP121,492$10.0M0.73%
Churchill Management Corp97,222$8.00M0.12%
Pearl River Capital, LLC55,842$4.59M1.25%
Trexquant Investment LP44,109$3.63M0.29%
Twin Tree Management, LP41,532$3.42M0.10%
Capital Fund Management S.A.34,700$2.86M0.08%
Aigen Investment Management, LP29,626$2.44M0.47%
Twinbeech Capital LP28,683$2.36M0.17%
JB Capital LLC27,506$2.26M0.29%
Applied Research Investments, LLC27,413$2.26M0.75%
Blueshift Asset Management, LLC27,221$2.24M0.13%
Hexavest Inc.23,867$1.96M0.12%
Seascape Capital Management21,039$1.73M0.89%
Bokf, NA18,935$1.56M0.03%
Teza Capital Management LLC17,082$1.41M0.68%
Seven Eight Capital, LP15,790$1.30M0.13%
Caxton Associates LP15,000$1.23M0.17%
Waratah Capital Advisors Ltd.14,856$1.22M0.06%
Gotham Asset Management, LLC11,677$961.0K0.04%
Occudo Quantitative Strategies LP10,602$872.0K0.10%
Strong Tower Advisory Services9,329$758.0K0.44%
NuWave Investment Management, LLC9,177$755.0K0.86%
Keeley-Teton Advisors, LLC8,804$724.0K0.08%
Prelude Capital Management, LLC8,233$677.0K0.04%
Virtu Financial LLC7,779$640.0K0.06%
Pensionfund DSM Netherlands7,200$592.0K0.08%
Fox Run Management, L.L.C.6,298$518.0K0.33%
Qtron Investments LLC6,046$497.0K0.13%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,296$436.0K0.02%
BKD Wealth Advisors, LLC5,187$427.0K0.02%
Pathstone Family Office, LLC4,936$406.0K0.01%
Toews Corp4,900$403.0K0.05%
Ontario Teachers Pension Plan Board4,801$395.0K0.00%
Siemens Fonds Invest GmbH4,416$363.0K0.02%
Bayesian Capital Management, LP4,100$337.0K0.10%
Echo Street Capital Management LLC3,958$326.0K0.00%
DCM Advisors, LLC3,503$288.0K0.11%
LVW Advisors, LLC3,389$279.0K0.05%
ICW Investment Advisors LLC3,367$277.0K0.18%
1832 Asset Management L.P.3,103$260.0K0.00%
Independent Advisor Alliance3,093$255.0K0.01%
Parallax Volatility Advisers, L.P.3,000$247.0K0.00%
Waldron Private Wealth LLC3,005$247.0K0.01%
Farmers National Bank3,625$244.9K0.10%
Lido Advisors, LLC2,859$235.0K0.01%
Wealthspire Advisors, LLC2,805$231.0K0.00%
Asahi Life Asset Management Co., Ltd.2,730$225.0K0.03%
Prospera Financial Services Inc2,683$221.0K0.01%
Leavell Investment Management, Inc.2,659$219.0K0.02%
Becker Capital Management Inc2,540$209.0K0.01%
Buckingham Strategic Wealth, LLC2,504$206.0K0.00%
SignalPoint Asset Management, LLC2,460$202.0K0.06%
Fernwood Investment Management, LLC2,436$200.0K0.07%
Neo Ivy Capital Management2,981$169.0K0.19%
Loomis Sayles & Co L P1,944$160.0K0.00%
Cutler Group LP1,708$140.0K0.01%
Mascoma Wealth Management LLC1,455$120.0K0.05%
Itau Unibanco Holding S.A.1,146$94.0K0.01%
Pittenger & Anderson Inc926$76.0K0.00%
Wall Street Access Asset Management, LLC800$66.0K0.03%
Herold Advisors, Inc.800$65.0K0.03%
Meridian Wealth Partners, LLC751$62.0K0.01%
Levin Capital Strategies, L.P.736$61.0K0.01%
Tompkins Financial Corp625$51.0K0.01%
Koshinski Asset Management, Inc.511$42.1K0.00%
Red Tortoise LLC555$35.0K0.03%
Centiva Capital, LP400$32.0K0.00%
Harvest Fund Management Co., Ltd393$32.0K0.01%
Antonetti Capital Management LLC375$31.0K0.03%
Orion Capital Management LLC375$31.0K0.02%
Cahill Financial Advisors Inc351$29.0K0.01%
Laffer Tengler Investments335$27.6K0.01%
Hanseatic Management Services Inc252$21.0K0.04%
Counterpoint Mutual Funds LLC247$20.0K0.02%
Bell Investment Advisors, Inc219$18.0K0.01%
Carderock Capital Management Inc212$17.0K0.00%
Kowal Investment Group, LLC197$16.0K0.01%
Sawyer & Company, Inc150$12.0K0.01%
Capstone Investment Advisors, LLC118$10.0K0.00%
Robinson Value Management, Ltd.125$10.0K0.01%
Strategic Asset Management, LLC111$9.00K0.01%
Providence Capital Advisors, LLC87$7.00K0.00%
Ci Investments Inc.53$4.00K0.00%
Tfo-TDC, LLC26$2.00K0.00%
Gerber Kawasaki Wealth & Investment Management3––
Retirement Group, LLC5––
Sofos Investments, Inc.120––

Sold out (76)

Institutions that held Otis Worldwide Corp at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of OTIS in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Eminence Capital, LP1,182,487$96.7M
VGI Partners Ltd1,147,136$93.8M
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)614,556$50.3M
Soros Fund Management LLCSuperinvestorSoros Fund Management601,513$49.2M
Sunriver Management LLC295,148$24.1M
Cramer Rosenthal McGlynn LLC158,002$12.9M
Reilly Financial Advisors, LLC155,693$12.7M
Interval Partners, LP99,751$8.16M
Schonfeld Strategic Advisors LLC76,830$6.28M
Davidson Kempner Capital Management LP68,920$5.64M
Hudson Bay Capital Management LP67,000$5.48M
Cardan Capital Partners, LLC60,606$4.96M
Weiss Multi-Strategy Advisers LLC46,183$3.78M
Bridgewater Associates, LP43,774$3.58M
Holocene Advisors, LP43,340$3.54M
Bridgeway Capital Management, LLC35,475$2.90M
XXEC, Inc.21,536$1.76M
Zurich Insurance Group Ltd17,800$1.46M
Quantitative Systematic Strategies LLC15,056$1.23M
Donoghue Forlines LLC12,097$989.0K
Inscription Capital, LLC11,567$946.0K
Quadrature Capital Ltd10,933$894.0K
Sequoia Financial Advisors, LLC10,381$849.0K
BP PLC9,487$775.0K
Lombard Odier Asset Management (Switzerland) SA8,378$685.0K
Stevens Capital Management LP7,629$624.0K
LMR Partners LLP7,521$615.0K
Marino, Stram & Associates LLC6,001$491.0K
Ativo Capital Management LLC5,864$480.0K
Exencial Wealth Advisors, LLC5,487$449.0K
Scharf Investments, LLC5,379$440.0K
Pictet Bank & Trust Ltd4,600$376.0K
Financial Advocates Investment Management7,985$365.0K
HRT Financial LP4,151$339.0K
Boenning & Scattergood, Inc.3,933$322.0K
Haverford Trust Co3,361$275.0K
Machina Capital S.A.S.3,300$270.0K
Regal Wealth Group, Inc.2,763$226.0K
Kerntke Otto McGlone Wealth Management Group2,765$226.0K
RSM US Wealth Management LLC2,727$223.0K
FRG Family Wealth Advisors LLC2,679$219.0K
Baxter Bros Inc2,645$216.0K
Level Four Advisory Services, LLC2,642$216.0K
Gyon Technologies Capital Management, LP2,643$216.0K
Citizens National Bank Trust Department2,625$215.0K
GSB Wealth Management, LLC2,580$211.0K
Formidable Asset Management, LLC2,361$200.0K
Brendel Financial Advisors LLC1,319$108.0K
Isthmus Partners, LLC576$47.0K
Red Door Wealth Management, LLC568$46.0K
Eubel Brady & Suttman Asset Management Inc599$41.0K
Van Eck Associates Corp389$32.0K
KB Financial Partners, LLC387$32.0K
Compagnie Lombard Odier SCmA307$25.0K
Financial Insights, Inc.289$23.6K
Summit Wealth Group, LLC249$20.0K
First Quadrant L P211$17.0K
Parisi Gray Wealth Management192$16.0K
Strategic Blueprint, LLC197$16.0K
Perennial Advisors, LLC180$15.0K
Personal Wealth Partners143$12.0K
Moisand Fitzgerald Tamayo, LLC130$11.0K
Pin Oak Investment Advisors Inc120$10.0K
Ford Financial Group, LLC132$10.0K
Horrell Capital Management, Inc.86$7.00K
Trust Co54$4.00K
Paragon Wealth Strategies, LLC25$2.00K
Savior LLC20$2.00K
Standard Family Office LLC21$2.00K
Flagship Private Wealth, LLC23$1.93K
GW&K Investment Management, LLC17$1.00K
American National Bank5$1.00K
Arlington Partners LLC9$1.00K
NVWM, LLC12$1.00K
Carolina Wealth Advisors, LLC10$1.00K
Bellwether Advisors, LLC14$1.00K

Not filed for Q3 2021 yet (13)

Institutions that held Otis Worldwide Corp at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTIS in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd915,083$74.8M
Bel Air Investment Advisors LLC532,630$43.6M
M Holdings Securities, Inc.21,986$1.80M
CWM, LLC7,471$611.0K
QS Investors, LLC7,253$594.0K
Nachman Norwood & Parrott, Inc4,296$351.0K
Cipher Capital LP2,702$221.0K
First Horizon Corp1,461$119.0K
Horan Securities, Inc.966$79.0K
Elmwood Wealth Management, Inc.369$30.0K
San Francisco Sentry Investment Group (Ca)236$20.0K
Pinnacle Wealth Advisors190$16.0K
PNC Managed Account Solutions, Inc.15$1.00K