Skip to main content

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
Toronto Dominion Bank469,936$38.7M0.06%−37,218−7.3%Reduced
Pictet & Cie (Europe) SA466,423$38.4M1.42%+12,831+2.8%Added
Canada Pension Plan Investment Board463,770$38.2M0.04%+226,529+95.5%Added
Thornburg Investment Management Inc461,466$38.0M0.47%+4,356+1.0%Added
Alyeska Investment Group, L.P.460,939$37.9M0.47%+460,939New
Voloridge Investment Management, LLC459,864$37.8M0.24%+94,405+25.8%Added
Bank of Montreal439,718$36.6M0.02%−116,948−21.0%Reduced
New York State Teachers Retirement System442,973$36.4M0.08%−8,433−1.9%Reduced
Allianz Asset Management GmbH440,550$36.2M0.03%−232,638−34.6%Reduced
Citadel Advisors LLC429,987$35.4M0.04%+429,987New
Healthcare of Ontario Pension Plan Trust Fund425,461$35.0M0.09%−15,000−3.4%Reduced
APG Asset Management N.V.481,450$34.2M0.06%−101,290−17.4%Reduced
Gulf International Bank (UK) Ltd378,095$32.2M0.41%−3,977−1.0%Reduced
Teacher Retirement System of Texas390,363$32.1M0.17%+165,801+73.8%Added
Candriam Luxembourg S.C.A.371,665$30.6M0.21%+89,827+31.9%Added
Victory Capital Management Inc368,004$30.3M0.03%+14,378+4.1%Added
Vaughan Nelson Investment Management, L.P.360,402$29.7M0.30%+6,072+1.7%Added
Banque Pictet & Cie SA352,434$29.0M0.30%+140,005+65.9%Added
Main Street Research LLC352,045$29.0M2.53%+5,972+1.7%Added
Great West Life Assurance Co345,807$28.6M0.07%+19,962+6.1%Added
Welch & Forbes LLC338,795$27.9M0.46%−6,724−1.9%Reduced
Ameriprise Financial Inc335,969$27.6M0.01%−29,766−8.1%Reduced
Nippon Life Global Investors Americas, Inc.328,920$27.1M1.41%−6,380−1.9%Reduced
Bank of Nova Scotia326,095$26.8M0.05%+208,478+177.3%Added
Clark Capital Management Group, Inc.322,801$26.6M0.36%+10,477+3.4%Added
Connecticut Wealth Management, LLC312,639$25.7M2.24%−322−0.1%Reduced
Mn Services Vermogensbeheer B.V.306,700$25.2M0.16%+4,600+1.5%Added
Prio Wealth Limited Partnership292,546$24.1M0.81%+7,222+2.5%Added
Amundi288,878$23.8M0.02%−75,672−20.8%Reduced
Rathbone Brothers plc280,696$23.1M0.25%+32,886+13.3%Added
Raymond James & Associates268,458$22.1M0.02%+1,783+0.7%Added
Chevy Chase Trust Holdings, Inc.265,518$21.8M0.08%+4,990+1.9%Added
Mitsubishi UFJ Trust & Banking Corp263,681$21.7M0.05%−25,109−8.7%Reduced
Lansdowne Partners (UK) LLP249,942$20.6M1.03%−103,726−29.3%Reduced
Moody Lynn & Lieberson, LLC248,910$20.5M1.54%−3,901−1.5%Reduced
Public Employees Retirement System of Ohio248,606$20.5M0.07%−2,896−1.2%Reduced
MAI Capital Management247,976$20.4M0.40%+14,604+6.3%Added
DekaBank Deutsche Girozentrale238,805$19.9M0.06%−663,166−73.5%Reduced
Rheos Capital Works Inc.242,000$19.9M1.03%+25,000+11.5%Added
Public Sector Pension Investment Board238,977$19.7M0.12%−157,260−39.7%Reduced
State of New Jersey Common Pension Fund D234,369$19.3M0.06%−5,497−2.3%Reduced
Natixis233,360$19.2M0.07%+65,967+39.4%Added
Skandinaviska Enskilda Banken AB (publ)226,967$18.7M0.10%+29,116+14.7%Added
Citigroup Inc225,466$18.6M0.02%−122,434−35.2%Reduced
London & Capital Asset Management Ltd217,827$17.9M1.30%+22,785+11.7%Added
AXA S.A.212,721$17.5M0.05%+5,744+2.8%Added
Cubist Systematic Strategies, LLC208,485$17.2M0.22%+100,577+93.2%Added
Employees Retirement System of Texas208,117$17.1M0.20%−68,420−24.7%Reduced
Envestnet Asset Management Inc204,625$16.8M0.01%+13,464+7.0%Added
Border to Coast Pensions Partnership Ltd193,626$16.8M0.57%00.0%Unchanged
AMP Capital Investors Ltd202,092$16.6M0.09%−58,781−22.5%Reduced
B. Metzler seel. Sohn & Co. Holding AG199,348$16.4M0.24%+27,850+16.2%Added
Altrinsic Global Advisors LLC193,957$16.0M0.48%−7,052−3.5%Reduced
Carnegie Capital Asset Management, LLC186,930$15.4M0.58%+10,104+5.7%Added
Asset Management One Co.,Ltd.183,786$15.1M0.06%−6,517−3.4%Reduced
Impax Asset Management Group plc183,447$15.1M0.06%+170,219+1,286.8%Added
US Bancorp182,169$15.0M0.03%−6,463−3.4%Reduced
Qube Research & Technologies Ltd178,326$14.7M0.18%+148,212+492.2%Added
Voya Investment Management LLC173,633$14.3M0.03%+2,749+1.6%Added
Andra AP-fonden173,400$14.3M0.29%+54,600+46.0%Added
Davidson Investment Advisors173,319$14.3M1.11%+6,110+3.7%Added
Rockland Trust Co171,098$14.1M0.98%−5,052−2.9%Reduced
Korea Investment CORP170,850$14.1M0.04%+33,100+24.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.170,524$14.0M0.07%+19,313+12.8%Added
Paloma Partners Management Co170,426$14.0M0.61%+170,426New
Pinebridge Investments, L.P.170,042$14.0M0.17%−145,102−46.0%Reduced
Worldquant Millennium Advisors LLC169,307$13.9M0.30%+163,601+2,867.2%Added
Comgest Global Investors S.A.S.165,651$13.6M0.18%+40,051+31.9%Added
Storebrand Asset Management AS162,914$13.4M0.07%+2,552+1.6%Added
Treasurer of the State of North Carolina161,159$13.3M0.08%+5,169+3.3%Added
SEI Investments Co160,673$13.2M0.03%−10,014−5.9%Reduced
M&T Bank Corp159,700$13.1M0.06%−7,661−4.6%Reduced
General American Investors Co Inc159,085$13.1M1.11%−30,000−15.9%Reduced
Farr Miller & Washington LLC158,938$13.1M0.85%−852−0.5%Reduced
TD Asset Management Inc158,657$13.1M0.01%+702+0.4%Added
Royal London Asset Management Ltd156,849$12.9M0.05%+968+0.6%Added
United Capital Financial Advisers, LLC156,804$12.9M0.06%+260.0%Added
Scopus Asset Management, L.P.155,308$12.8M0.32%+29,900+23.8%Added
Susquehanna International Group, LLP154,722$12.7M0.02%+76,195+97.0%Added
Standard Life Aberdeen plc152,282$12.7M0.03%−10,530−6.5%Reduced
MUFG Americas Holdings Corp153,737$12.6M0.24%+2,034+1.3%Added
Varma Mutual Pension Insurance Co150,000$12.3M0.19%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)149,326$12.3M0.07%−406−0.3%Reduced
Retirement Systems of Alabama146,558$12.1M0.05%−1,004−0.7%Reduced
Nisa Investment Advisors, LLC145,387$12.0M0.07%−2,509−1.7%Reduced
Stifel Financial Corp145,071$11.9M0.02%−2,966−2.0%Reduced
Commonwealth Equity Services, LLC144,900$11.9M0.03%−4,395−2.9%Reduced
Winton Group Ltd144,168$11.9M0.66%−934−0.6%Reduced
Tocqueville Asset Management L.P.141,219$11.6M0.17%−5,773−3.9%Reduced
American International Group, Inc.141,063$11.6M0.06%+4,400+3.2%Added
Forsta Ap-Fonden137,600$11.3M0.13%+30,100+28.0%Added
Tudor Investment Corp Et Al137,499$11.3M0.23%−55,000−28.6%Reduced
LPL Financial LLC132,933$10.9M0.01%+2,521+1.9%Added
EFG Asset Management (Americas) Corp.132,234$10.9M1.94%+21,787+19.7%Added
Jane Street Group, LLC132,004$10.9M0.03%+128,825+4,052.4%Added
Illinois Municipal Retirement Fund122,917$10.1M0.37%+45,532+58.8%Added
Quantbot Technologies LP121,492$10.0M0.73%+121,492New
Lazard Asset Management LLC120,428$9.91M0.01%+22,798+23.4%Added
Amalgamated Bank118,439$9.74M0.08%−1,076−0.9%Reduced
Amica Mutual Insurance Co116,316$9.57M1.00%00.0%Unchanged