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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 30,197 | $2.48M | 0.01% | −19,231−38.9% | Reduced |
| Close Asset Management Ltd | 30,294 | $2.49M | 0.12% | +2,550+9.2% | Added |
| AMG National Trust Bank | 30,704 | $2.53M | 0.08% | +121+0.4% | Added |
| Birch Run Capital Advisors, LP | 31,000 | $2.55M | 2.94% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 31,200 | $2.57M | 0.72% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 31,485 | $2.59M | 0.02% | +7,651+32.1% | Added |
| Teachers Retirement System of the State of Kentucky | 31,557 | $2.60M | 0.02% | 00.0% | Unchanged |
| Dearborn Partners LLC | 32,536 | $2.68M | 0.11% | −529−1.6% | Reduced |
| Maryland State Retirement & Pension System | 32,336 | $2.71M | 0.08% | 00.0% | Unchanged |
| Sandy Spring Bank | 33,059 | $2.72M | 0.14% | −1,955−5.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,449 | $2.75M | 0.01% | +572+1.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 33,500 | $2.76M | 1.16% | −17,000−33.7% | Reduced |
| MML Investors Services, LLC | 33,610 | $2.77M | 0.02% | +1,010+3.1% | Added |
| Brown Brothers Harriman & Co | 33,635 | $2.77M | 0.02% | +824+2.5% | Added |
| Albar Capital Ltd | 33,773 | $2.78M | 0.97% | −153,671−82.0% | Reduced |
| Huntington National Bank | 33,788 | $2.78M | 0.03% | −3,141−8.5% | Reduced |
| Oregon Public Employees Retirement Fund | 33,811 | $2.78M | 0.03% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 34,700 | $2.86M | 0.08% | +34,700 | New |
| Point72 Hong Kong Ltd | 34,775 | $2.86M | 0.22% | +33,940+4,064.7% | Added |
| Chartwell Investment Partners, LLC | 35,021 | $2.88M | 0.09% | +7,878+29.0% | Added |
| Cohen Klingenstein LLC | 35,193 | $2.90M | 0.13% | −6,385−15.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 35,478 | $2.92M | 0.01% | +3,549+11.1% | Added |
| ING Groep NV | 35,830 | $2.95M | 0.04% | +2,699+8.1% | Added |
| Wesbanco Bank Inc | 36,169 | $2.98M | 0.11% | −819−2.2% | Reduced |
| Securian Asset Management, Inc | 36,332 | $2.99M | 0.06% | +1,752+5.1% | Added |
| Norinchukin Bank, The | 36,632 | $3.01M | 0.04% | +3,255+9.8% | Added |
| AlphaCrest Capital Management LLC | 36,627 | $3.01M | 0.16% | +4,951+15.6% | Added |
| Scotia Capital Inc. | 37,426 | $3.08M | 0.02% | +2,677+7.7% | Added |
| M. Kraus & Co | 38,063 | $3.13M | 1.12% | +2,523+7.1% | Added |
| GM Advisory Group, Inc. | 38,597 | $3.18M | 0.32% | −1,345−3.4% | Reduced |
| Hartford Investment Management Co | 39,970 | $3.29M | 0.09% | −2,519−5.9% | Reduced |
| Cacti Asset Management LLC | 40,050 | $3.29M | 0.28% | −284−0.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 40,112 | $3.30M | 0.04% | −1,490−3.6% | Reduced |
| Twin Tree Management, LP | 41,532 | $3.42M | 0.10% | +41,532 | New |
| Prudential PLC | 41,652 | $3.43M | 0.05% | −107,081−72.0% | Reduced |
| Cresset Asset Management, LLC | 41,675 | $3.43M | 0.05% | +368+0.9% | Added |
| Baird Financial Group, Inc. | 42,666 | $3.51M | 0.01% | +4,860+12.9% | Added |
| Ingalls & Snyder LLC | 43,159 | $3.55M | 0.16% | −670−1.5% | Reduced |
| Trexquant Investment LP | 44,109 | $3.63M | 0.29% | +44,109 | New |
| Farmers & Merchants Investments Inc | 44,155 | $3.63M | 0.15% | −403−0.9% | Reduced |
| Tufton Capital Management | 45,079 | $3.71M | 0.63% | −82−0.2% | Reduced |
| Gateway Investment Advisers LLC | 46,923 | $3.86M | 0.04% | +866+1.9% | Added |
| Evoke Wealth, LLC | 47,075 | $3.86M | 0.15% | −675−1.4% | Reduced |
| Private Advisor Group, LLC | 47,131 | $3.88M | 0.02% | +13,731+41.1% | Added |
| Aptus Capital Advisors, LLC | 47,441 | $3.90M | 0.15% | +4,717+11.0% | Added |
| Pacer Advisors, Inc. | 47,936 | $3.94M | 0.05% | +24,635+105.7% | Added |
| Wesleyan Assurance Society | 48,100 | $3.96M | 0.51% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 49,770 | $4.10M | 0.06% | +626+1.3% | Added |
| SG Americas Securities, LLC | 50,891 | $4.19M | 0.02% | +41,297+430.4% | Added |
| Kanawha Capital Management LLC | 51,779 | $4.26M | 0.39% | −765−1.5% | Reduced |
| Regions Financial Corp | 51,788 | $4.26M | 0.04% | −904−1.7% | Reduced |
| Erste Asset Management GmbH | 51,180 | $4.26M | 0.08% | −2,120−4.0% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 52,150 | $4.29M | 4.12% | +150+0.3% | Added |
| KBC Group NV | 52,279 | $4.30M | 0.02% | +1,305+2.6% | Added |
| Clifford Swan Investment Counsel LLC | 53,542 | $4.33M | 0.16% | −7,562−12.4% | Reduced |
| Swiss Life Asset Management Ltd | 52,701 | $4.34M | 0.06% | +538+1.0% | Added |
| IFM Investors Pty Ltd | 52,974 | $4.36M | 0.09% | −164−0.3% | Reduced |
| Daiwa Securities Group Inc. | 53,247 | $4.38M | 0.03% | −19,508−26.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 53,483 | $4.40M | 0.05% | +2,942+5.8% | Added |
| Graybill Bartz & Assoc Ltd | 53,646 | $4.41M | 2.17% | −174−0.3% | Reduced |
| Man Group plc | 54,773 | $4.51M | 0.02% | −206,180−79.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 55,735 | $4.59M | 1.17% | +3,606+6.9% | Added |
| Pearl River Capital, LLC | 55,842 | $4.59M | 1.25% | +55,842 | New |
| Mutual of America Capital Management LLC | 56,143 | $4.62M | 0.05% | +3,307+6.3% | Added |
| American National Insurance Co | 56,378 | $4.64M | 0.17% | −40−0.1% | Reduced |
| Sheets Smith Wealth Management | 57,328 | $4.72M | 0.64% | 00.0% | Unchanged |
| FIL Ltd | 58,519 | $4.82M | 0.01% | −19,660−25.1% | Reduced |
| Moody National Bank Trust Division | 58,828 | $4.84M | 0.07% | −66−0.1% | Reduced |
| Delta Asset Management LLC | 60,489 | $4.98M | 0.48% | +2,660+4.6% | Added |
| Greenwood Gearhart Inc | 62,053 | $5.11M | 0.79% | +4,352+7.5% | Added |
| Nordea Investment Management AB | 61,546 | $5.17M | 0.01% | +467+0.8% | Added |
| Vontobel Holding Ltd. | 63,105 | $5.19M | 0.05% | −14,074−18.2% | Reduced |
| Glenmede Trust Co NA | 63,266 | $5.20M | 0.03% | −4,538−6.7% | Reduced |
| Martin Investment Management, LLC | 63,511 | $5.23M | 1.32% | +446+0.7% | Added |
| Achmea Investment Management B.V. | 64,001 | $5.27M | 0.16% | +51,895+428.7% | Added |
| Fiduciary Trust Co | 64,833 | $5.33M | 0.09% | −6,008−8.5% | Reduced |
| Comerica Bank | 62,479 | $5.35M | 0.03% | −11,005−15.0% | Reduced |
| Mackay Shields LLC | 65,073 | $5.35M | 0.05% | +1,655+2.6% | Added |
| Texas Permanent School Fund | 65,931 | $5.42M | 0.07% | −1,085−1.6% | Reduced |
| Handelsbanken Fonder AB | 66,618 | $5.48M | 0.03% | +13,381+25.1% | Added |
| State of Tennessee, Treasury Department | 68,160 | $5.61M | 0.02% | −3,693−5.1% | Reduced |
| Prospector Partners LLC | 68,540 | $5.64M | 0.72% | −900−1.3% | Reduced |
| Allied Investment Advisors, LLC | 69,248 | $5.70M | 2.16% | −356−0.5% | Reduced |
| Gofen & Glossberg LLC | 69,448 | $5.71M | 0.13% | −829−1.2% | Reduced |
| Macquarie Group Ltd | 69,439 | $5.72M | 0.00% | −1,526−2.2% | Reduced |
| ProShare Advisors LLC | 70,499 | $5.80M | 0.02% | +5,433+8.3% | Added |
| Fifth Third Bancorp | 71,761 | $5.90M | 0.03% | −3,657−4.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 72,019 | $5.93M | 0.04% | +3,076+4.5% | Added |
| Public Employees Retirement Association of Colorado | 73,211 | $6.02M | 0.03% | −309−0.4% | Reduced |
| Guggenheim Capital LLC | 73,303 | $6.03M | 0.04% | −2,267−3.0% | Reduced |
| Westpac Banking Corp | 73,432 | $6.04M | 0.06% | −2,994−3.9% | Reduced |
| Osborne Partners Capital Management, LLC | 73,632 | $6.06M | 0.49% | +5,193+7.6% | Added |
| Windward Capital Management Co | 73,742 | $6.07M | 0.56% | −50.0% | Reduced |
| LSV Asset Management | 74,050 | $6.09M | 0.01% | −1,650−2.2% | Reduced |
| Lincoln Capital LLC | 74,339 | $6.12M | 1.66% | +2,111+2.9% | Added |
| British Columbia Investment Management Corp | 75,239 | $6.19M | 0.04% | −997−1.3% | Reduced |
| HM Payson & Co | 75,357 | $6.20M | 0.15% | −309−0.4% | Reduced |
| Creative Planning | 77,520 | $6.38M | 0.01% | +609+0.8% | Added |
| Utah Retirement Systems | 77,752 | $6.40M | 0.09% | −4,100−5.0% | Reduced |
| Peapack Gladstone Financial Corp | 78,012 | $6.42M | 0.13% | +1,035+1.3% | Added |