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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Calamos Advisors LLC | 78,112 | $6.43M | 0.03% | +6,893+9.7% | Added |
| Natixis Advisors, L.P. | 78,310 | $6.44M | 0.03% | +3,494+4.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 81,352 | $6.69M | 0.01% | −3,650−4.3% | Reduced |
| Carlson Capital L P | 81,852 | $6.74M | 0.36% | −14,000−14.6% | Reduced |
| Bright Rock Capital Management, LLC | 82,000 | $6.75M | 1.69% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 84,088 | $6.88M | 0.11% | 00.0% | Unchanged |
| Swedbank AB | 84,319 | $6.94M | 0.01% | +28,618+51.4% | Added |
| Middleton & Co Inc | 85,274 | $7.02M | 0.75% | +432+0.5% | Added |
| Foyston, Gordon, & Payne Inc | 86,991 | $7.16M | 1.79% | −4,586−5.0% | Reduced |
| Nomura Asset Management Co Ltd | 87,240 | $7.18M | 0.04% | +2,367+2.8% | Added |
| Cullen/Frost Bankers, Inc. | 87,578 | $7.21M | 0.15% | +2,773+3.3% | Added |
| Fundsmith Investment Services Ltd. | 87,737 | $7.22M | 4.39% | +160+0.2% | Added |
| Commerce Bank | 87,750 | $7.22M | 0.05% | +148+0.2% | Added |
| USS Investment Management Ltd | 90,987 | $7.49M | 0.06% | +80,352+755.5% | Added |
| Janney Montgomery Scott LLC | 91,168 | $7.50M | 0.03% | +3,797+4.3% | Added |
| Truist Financial Corp | 91,230 | $7.51M | 0.01% | −908−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 91,288 | $7.51M | 0.02% | −177−0.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 93,538 | $7.70M | 0.01% | +987+1.1% | Added |
| DnB Asset Management AS | 94,127 | $7.74M | 0.05% | +646+0.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 94,747 | $7.79M | 0.03% | +5,855+6.6% | Added |
| CIBC Asset Management Inc | 96,023 | $7.90M | 0.03% | +4,626+5.1% | Added |
| MetLife Investment Management | 96,391 | $7.93M | 0.07% | +2,867+3.1% | Added |
| Schwartz Investment Counsel Inc | 97,000 | $7.98M | 0.33% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 97,105 | $7.99M | 0.12% | +82,682+573.3% | Added |
| Churchill Management Corp | 97,222 | $8.00M | 0.12% | +97,222 | New |
| Bahl & Gaynor Inc | 101,040 | $8.31M | 0.05% | +21,902+27.7% | Added |
| NN Investment Partners Holdings N.V. | 101,387 | $8.34M | 0.05% | +8,686+9.4% | Added |
| Keybank National Association | 103,481 | $8.52M | 0.04% | −5,214−4.8% | Reduced |
| First Manhattan Co | 104,115 | $8.57M | 0.03% | −4,769−4.4% | Reduced |
| First Republic Investment Management, Inc. | 105,354 | $8.67M | 0.02% | +3,641+3.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 105,451 | $8.68M | 0.08% | −11,649−9.9% | Reduced |
| Meyer Handelman Co | 105,912 | $8.71M | 0.36% | 00.0% | Unchanged |
| State of Michigan Retirement System | 107,171 | $8.82M | 0.05% | −503,600−82.5% | Reduced |
| State of Alaska, Department of Revenue | 108,783 | $8.95M | 0.09% | +1,104+1.0% | Added |
| Rockefeller Capital Management L.P. | 109,295 | $8.99M | 0.05% | +5,202+5.0% | Added |
| Point72 Asset Management, L.P. | 111,292 | $9.16M | 0.04% | −205,547−64.9% | Reduced |
| Ensign Peak Advisors, Inc | 113,447 | $9.33M | 0.02% | −63,113−35.7% | Reduced |
| Arizona State Retirement System | 113,688 | $9.35M | 0.08% | −1,741−1.5% | Reduced |
| Cohen Capital Management, Inc. | 111,747 | $9.43M | 1.64% | 00.0% | Unchanged |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $9.43M | 0.12% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 115,295 | $9.49M | 0.22% | +4,997+4.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 115,601 | $9.51M | 1.56% | +6,640+6.1% | Added |
| Amica Mutual Insurance Co | 116,316 | $9.57M | 1.00% | 00.0% | Unchanged |
| Amalgamated Bank | 118,439 | $9.74M | 0.08% | −1,076−0.9% | Reduced |
| Lazard Asset Management LLC | 120,428 | $9.91M | 0.01% | +22,798+23.4% | Added |
| Quantbot Technologies LP | 121,492 | $10.0M | 0.73% | +121,492 | New |
| Illinois Municipal Retirement Fund | 122,917 | $10.1M | 0.37% | +45,532+58.8% | Added |
| Jane Street Group, LLC | 132,004 | $10.9M | 0.03% | +128,825+4,052.4% | Added |
| EFG Asset Management (Americas) Corp. | 132,234 | $10.9M | 1.94% | +21,787+19.7% | Added |
| LPL Financial LLC | 132,933 | $10.9M | 0.01% | +2,521+1.9% | Added |
| Tudor Investment Corp Et Al | 137,499 | $11.3M | 0.23% | −55,000−28.6% | Reduced |
| Forsta Ap-Fonden | 137,600 | $11.3M | 0.13% | +30,100+28.0% | Added |
| American International Group, Inc. | 141,063 | $11.6M | 0.06% | +4,400+3.2% | Added |
| Tocqueville Asset Management L.P. | 141,219 | $11.6M | 0.17% | −5,773−3.9% | Reduced |
| Winton Group Ltd | 144,168 | $11.9M | 0.66% | −934−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 144,900 | $11.9M | 0.03% | −4,395−2.9% | Reduced |
| Stifel Financial Corp | 145,071 | $11.9M | 0.02% | −2,966−2.0% | Reduced |
| Nisa Investment Advisors, LLC | 145,387 | $12.0M | 0.07% | −2,509−1.7% | Reduced |
| Retirement Systems of Alabama | 146,558 | $12.1M | 0.05% | −1,004−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 149,326 | $12.3M | 0.07% | −406−0.3% | Reduced |
| Varma Mutual Pension Insurance Co | 150,000 | $12.3M | 0.19% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 153,737 | $12.6M | 0.24% | +2,034+1.3% | Added |
| Standard Life Aberdeen plc | 152,282 | $12.7M | 0.03% | −10,530−6.5% | Reduced |
| Susquehanna International Group, LLP | 154,722 | $12.7M | 0.02% | +76,195+97.0% | Added |
| Scopus Asset Management, L.P. | 155,308 | $12.8M | 0.32% | +29,900+23.8% | Added |
| United Capital Financial Advisers, LLC | 156,804 | $12.9M | 0.06% | +260.0% | Added |
| Royal London Asset Management Ltd | 156,849 | $12.9M | 0.05% | +968+0.6% | Added |
| TD Asset Management Inc | 158,657 | $13.1M | 0.01% | +702+0.4% | Added |
| Farr Miller & Washington LLC | 158,938 | $13.1M | 0.85% | −852−0.5% | Reduced |
| General American Investors Co Inc | 159,085 | $13.1M | 1.11% | −30,000−15.9% | Reduced |
| M&T Bank Corp | 159,700 | $13.1M | 0.06% | −7,661−4.6% | Reduced |
| SEI Investments Co | 160,673 | $13.2M | 0.03% | −10,014−5.9% | Reduced |
| Treasurer of the State of North Carolina | 161,159 | $13.3M | 0.08% | +5,169+3.3% | Added |
| Storebrand Asset Management AS | 162,914 | $13.4M | 0.07% | +2,552+1.6% | Added |
| Comgest Global Investors S.A.S. | 165,651 | $13.6M | 0.18% | +40,051+31.9% | Added |
| Worldquant Millennium Advisors LLC | 169,307 | $13.9M | 0.30% | +163,601+2,867.2% | Added |
| Pinebridge Investments, L.P. | 170,042 | $14.0M | 0.17% | −145,102−46.0% | Reduced |
| Paloma Partners Management Co | 170,426 | $14.0M | 0.61% | +170,426 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 170,524 | $14.0M | 0.07% | +19,313+12.8% | Added |
| Korea Investment CORP | 170,850 | $14.1M | 0.04% | +33,100+24.0% | Added |
| Rockland Trust Co | 171,098 | $14.1M | 0.98% | −5,052−2.9% | Reduced |
| Davidson Investment Advisors | 173,319 | $14.3M | 1.11% | +6,110+3.7% | Added |
| Andra AP-fonden | 173,400 | $14.3M | 0.29% | +54,600+46.0% | Added |
| Voya Investment Management LLC | 173,633 | $14.3M | 0.03% | +2,749+1.6% | Added |
| Qube Research & Technologies Ltd | 178,326 | $14.7M | 0.18% | +148,212+492.2% | Added |
| US Bancorp | 182,169 | $15.0M | 0.03% | −6,463−3.4% | Reduced |
| Impax Asset Management Group plc | 183,447 | $15.1M | 0.06% | +170,219+1,286.8% | Added |
| Asset Management One Co.,Ltd. | 183,786 | $15.1M | 0.06% | −6,517−3.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 186,930 | $15.4M | 0.58% | +10,104+5.7% | Added |
| Altrinsic Global Advisors LLC | 193,957 | $16.0M | 0.48% | −7,052−3.5% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 199,348 | $16.4M | 0.24% | +27,850+16.2% | Added |
| AMP Capital Investors Ltd | 202,092 | $16.6M | 0.09% | −58,781−22.5% | Reduced |
| Border to Coast Pensions Partnership Ltd | 193,626 | $16.8M | 0.57% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 204,625 | $16.8M | 0.01% | +13,464+7.0% | Added |
| Employees Retirement System of Texas | 208,117 | $17.1M | 0.20% | −68,420−24.7% | Reduced |
| Cubist Systematic Strategies, LLC | 208,485 | $17.2M | 0.22% | +100,577+93.2% | Added |
| AXA S.A. | 212,721 | $17.5M | 0.05% | +5,744+2.8% | Added |
| London & Capital Asset Management Ltd | 217,827 | $17.9M | 1.30% | +22,785+11.7% | Added |
| Citigroup Inc | 225,466 | $18.6M | 0.02% | −122,434−35.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 226,967 | $18.7M | 0.10% | +29,116+14.7% | Added |