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 |
|---|---|---|---|---|---|
| Natixis | 233,360 | $19.2M | 0.07% | +65,967+39.4% | Added |
| State of New Jersey Common Pension Fund D | 234,369 | $19.3M | 0.06% | −5,497−2.3% | Reduced |
| Public Sector Pension Investment Board | 238,977 | $19.7M | 0.12% | −157,260−39.7% | Reduced |
| Rheos Capital Works Inc. | 242,000 | $19.9M | 1.03% | +25,000+11.5% | Added |
| DekaBank Deutsche Girozentrale | 238,805 | $19.9M | 0.06% | −663,166−73.5% | Reduced |
| MAI Capital Management | 247,976 | $20.4M | 0.40% | +14,604+6.3% | Added |
| Public Employees Retirement System of Ohio | 248,606 | $20.5M | 0.07% | −2,896−1.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 248,910 | $20.5M | 1.54% | −3,901−1.5% | Reduced |
| Lansdowne Partners (UK) LLP | 249,942 | $20.6M | 1.03% | −103,726−29.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 263,681 | $21.7M | 0.05% | −25,109−8.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 265,518 | $21.8M | 0.08% | +4,990+1.9% | Added |
| Raymond James & Associates | 268,458 | $22.1M | 0.02% | +1,783+0.7% | Added |
| Rathbone Brothers plc | 280,696 | $23.1M | 0.25% | +32,886+13.3% | Added |
| Amundi | 288,878 | $23.8M | 0.02% | −75,672−20.8% | Reduced |
| Prio Wealth Limited Partnership | 292,546 | $24.1M | 0.81% | +7,222+2.5% | Added |
| Mn Services Vermogensbeheer B.V. | 306,700 | $25.2M | 0.16% | +4,600+1.5% | Added |
| Connecticut Wealth Management, LLC | 312,639 | $25.7M | 2.24% | −322−0.1% | Reduced |
| Clark Capital Management Group, Inc. | 322,801 | $26.6M | 0.36% | +10,477+3.4% | Added |
| Bank of Nova Scotia | 326,095 | $26.8M | 0.05% | +208,478+177.3% | Added |
| Nippon Life Global Investors Americas, Inc. | 328,920 | $27.1M | 1.41% | −6,380−1.9% | Reduced |
| Ameriprise Financial Inc | 335,969 | $27.6M | 0.01% | −29,766−8.1% | Reduced |
| Welch & Forbes LLC | 338,795 | $27.9M | 0.46% | −6,724−1.9% | Reduced |
| Great West Life Assurance Co | 345,807 | $28.6M | 0.07% | +19,962+6.1% | Added |
| Main Street Research LLC | 352,045 | $29.0M | 2.53% | +5,972+1.7% | Added |
| Banque Pictet & Cie SA | 352,434 | $29.0M | 0.30% | +140,005+65.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 360,402 | $29.7M | 0.30% | +6,072+1.7% | Added |
| Victory Capital Management Inc | 368,004 | $30.3M | 0.03% | +14,378+4.1% | Added |
| Candriam Luxembourg S.C.A. | 371,665 | $30.6M | 0.21% | +89,827+31.9% | Added |
| Teacher Retirement System of Texas | 390,363 | $32.1M | 0.17% | +165,801+73.8% | Added |
| Gulf International Bank (UK) Ltd | 378,095 | $32.2M | 0.41% | −3,977−1.0% | Reduced |
| APG Asset Management N.V. | 481,450 | $34.2M | 0.06% | −101,290−17.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 425,461 | $35.0M | 0.09% | −15,000−3.4% | Reduced |
| Citadel Advisors LLC | 429,987 | $35.4M | 0.04% | +429,987 | New |
| Allianz Asset Management GmbH | 440,550 | $36.2M | 0.03% | −232,638−34.6% | Reduced |
| New York State Teachers Retirement System | 442,973 | $36.4M | 0.08% | −8,433−1.9% | Reduced |
| Bank of Montreal | 439,718 | $36.6M | 0.02% | −116,948−21.0% | Reduced |
| Voloridge Investment Management, LLC | 459,864 | $37.8M | 0.24% | +94,405+25.8% | Added |
| Alyeska Investment Group, L.P. | 460,939 | $37.9M | 0.47% | +460,939 | New |
| Thornburg Investment Management Inc | 461,466 | $38.0M | 0.47% | +4,356+1.0% | Added |
| Canada Pension Plan Investment Board | 463,770 | $38.2M | 0.04% | +226,529+95.5% | Added |
| Pictet & Cie (Europe) SA | 466,423 | $38.4M | 1.42% | +12,831+2.8% | Added |
| Toronto Dominion Bank | 469,936 | $38.7M | 0.06% | −37,218−7.3% | Reduced |
| HighTower Advisors, LLC | 481,109 | $39.6M | 0.11% | +369,921+332.7% | Added |
| HSBC Holdings PLC | 479,371 | $39.7M | 0.05% | −35,140−6.8% | Reduced |
| Factory Mutual Insurance Co | 505,600 | $41.6M | 0.52% | −7,700−1.5% | Reduced |
| Sandbar Asset Management LLP | 506,664 | $41.7M | 4.53% | −131,277−20.6% | Reduced |
| First Trust Advisors LP | 515,691 | $42.4M | 0.05% | −6,676−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 522,717 | $43.0M | 0.08% | −11,041−2.1% | Reduced |
| Principal Financial Group Inc | 536,505 | $44.1M | 0.03% | +3,172+0.6% | Added |
| Robeco Institutional Asset Management B.V. | 570,454 | $46.9M | 0.10% | +448,840+369.1% | Added |
| AQR Capital Management LLC | 572,886 | $47.1M | 0.09% | +315,593+122.7% | Added |
| National Pension Service | 586,987 | $48.3M | 0.09% | −24,893−4.1% | Reduced |
| Railway Pension Investments Ltd | 592,700 | $48.8M | 0.40% | +1,900+0.3% | Added |
| Two Sigma Advisers, LP | 596,700 | $49.1M | 0.13% | +326,000+120.4% | Added |
| New York State Common Retirement Fund | 603,889 | $49.7M | 0.05% | +66,363+12.3% | Added |
| Eaton Vance Management | 621,738 | $50.8M | 0.07% | −520.0% | Reduced |
| The PNC Financial Services Group, Inc. | 619,727 | $51.0M | 0.05% | −26,783−4.1% | Reduced |
| UBS Group AG | 666,726 | $54.9M | 0.02% | +202,961+43.8% | Added |
| Rhumbline Advisers | 673,179 | $55.4M | 0.07% | −16,306−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 680,178 | $56.0M | 0.05% | −10,136−1.5% | Reduced |
| PGGM Investments | 701,209 | $57.7M | 0.30% | +91,570+15.0% | Added |
| Marshall Wace Asia Ltd | 702,895 | $57.8M | 1.37% | −861,454−55.1% | Reduced |
| Two Sigma Investments, LP | 728,553 | $59.9M | 0.16% | +165,780+29.5% | Added |
| Millennium Management LLC | 744,789 | $61.3M | 0.08% | +103,695+16.2% | Added |
| California State Teachers Retirement System | 753,157 | $62.0M | 0.08% | −6,662−0.9% | Reduced |
| Russell Investments Group, Ltd. | 753,825 | $62.2M | 0.11% | −39,115−4.9% | Reduced |
| Franklin Resources Inc | 783,043 | $64.4M | 0.02% | +119,501+18.0% | Added |
| Nissay Asset Management Corp | 784,694 | $64.6M | 0.55% | −6,430−0.8% | Reduced |
| Neuberger Berman Group LLC | 804,569 | $66.0M | 0.06% | −7,212−0.9% | Reduced |
| Fayez Sarofim & Co | 828,385 | $68.2M | 0.23% | +8,179+1.0% | Added |
| Adage Capital Partners GP, L.L.C. | 829,904 | $68.3M | 0.13% | +230,999+38.6% | Added |
| Guinness Asset Management LTD | 748,752 | $71.4M | 3.38% | +820.0% | Added |
| California Public Employees Retirement System | 961,742 | $79.1M | 0.06% | +867+0.1% | Added |
| Federated Hermes, Inc. | 971,319 | $79.9M | 0.15% | −34,332−3.4% | Reduced |
| Brown Advisory Inc | 1,039,503 | $85.5M | 0.13% | −910−0.1% | Reduced |
| Prudential Financial Inc | 1,012,053 | $85.6M | 0.12% | +382,050+60.6% | Added |
| Assenagon Asset Management S.A. | 1,050,697 | $86.5M | 0.36% | +951,276+956.8% | Added |
| Pictet Asset Management SA | 1,094,466 | $90.1M | 0.10% | +1,094,466 | New |
| Aviva PLC | 1,115,077 | $91.7M | 0.41% | −25,293−2.2% | Reduced |
| Putnam Investments LLC | 1,193,702 | $98.2M | 0.15% | +21,667+1.8% | Added |
| Fisher Asset Management, LLC | 1,204,312 | $99.1M | 0.06% | −75,638−5.9% | Reduced |
| Parametric Portfolio Associates LLC | 1,256,715 | $103.4M | 0.06% | +63,401+5.3% | Added |
| Lazard Freres Gestion S.A.S. | 1,329,531 | $109.5M | 3.08% | +43,699+3.4% | Added |
| Jennison Associates LLC | 1,374,724 | $113.1M | 0.07% | +222,446+19.3% | Added |
| D. E. Shaw & Co., Inc. | 1,411,775 | $116.2M | 0.15% | −305,669−17.8% | Reduced |
| Formuepleje A/S | 1,430,889 | $117.7M | 4.71% | −30,155−2.1% | Reduced |
| Omers Administration Corp | 1,514,148 | $124.6M | 1.81% | +1,514,148 | New |
| Wells Fargo & Company | 1,534,253 | $126.2M | 0.03% | −196,310−11.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,539,332 | $126.7M | 0.16% | +619,205+67.3% | Added |
| Deutsche Bank AG | 1,551,119 | $127.6M | 0.06% | −1,663,258−51.7% | Reduced |
| Alphinity Investment Management Pty Ltd | 1,592,967 | $131.1M | 4.88% | +34,949+2.2% | Added |
| Swiss National Bank | 1,612,057 | $132.6M | 0.08% | −68,500−4.1% | Reduced |
| UBS Asset Management Americas Inc | 1,630,203 | $134.1M | 0.06% | −29,109−1.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,642,057 | $135.1M | 0.29% | −175,200−9.6% | Reduced |
| Primecap Management Co | 1,673,161 | $137.7M | 0.10% | −2,287−0.1% | Reduced |
| JPMorgan Chase & Co | 1,718,999 | $141.4M | 0.02% | −73,831−4.1% | Reduced |
| Nuveen Asset Management, LLC | 1,858,070 | $152.9M | 0.05% | −89,399−4.6% | Reduced |
| State of Wisconsin Investment Board | 1,884,844 | $155.1M | 0.32% | −104,266−5.2% | Reduced |
| Royal Bank of Canada | 1,896,137 | $156.0M | 0.04% | +347,299+22.4% | Added |
| Artisan Partners Limited Partnership | 1,920,129 | $158.0M | 0.19% | −265,598−12.2% | Reduced |