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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 46,923 | $3.86M | 0.04% | +866+1.9% | Added |
| Tufton Capital Management | 45,079 | $3.71M | 0.63% | −82−0.2% | Reduced |
| Farmers & Merchants Investments Inc | 44,155 | $3.63M | 0.15% | −403−0.9% | Reduced |
| Trexquant Investment LP | 44,109 | $3.63M | 0.29% | +44,109 | New |
| Ingalls & Snyder LLC | 43,159 | $3.55M | 0.16% | −670−1.5% | Reduced |
| Baird Financial Group, Inc. | 42,666 | $3.51M | 0.01% | +4,860+12.9% | Added |
| Cresset Asset Management, LLC | 41,675 | $3.43M | 0.05% | +368+0.9% | Added |
| Prudential PLC | 41,652 | $3.43M | 0.05% | −107,081−72.0% | Reduced |
| Twin Tree Management, LP | 41,532 | $3.42M | 0.10% | +41,532 | New |
| Dai-Ichi Life Insurance Company, Ltd | 40,112 | $3.30M | 0.04% | −1,490−3.6% | Reduced |
| Cacti Asset Management LLC | 40,050 | $3.29M | 0.28% | −284−0.7% | Reduced |
| Hartford Investment Management Co | 39,970 | $3.29M | 0.09% | −2,519−5.9% | Reduced |
| GM Advisory Group, Inc. | 38,597 | $3.18M | 0.32% | −1,345−3.4% | Reduced |
| M. Kraus & Co | 38,063 | $3.13M | 1.12% | +2,523+7.1% | Added |
| Scotia Capital Inc. | 37,426 | $3.08M | 0.02% | +2,677+7.7% | 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 |
| Securian Asset Management, Inc | 36,332 | $2.99M | 0.06% | +1,752+5.1% | Added |
| Wesbanco Bank Inc | 36,169 | $2.98M | 0.11% | −819−2.2% | Reduced |
| ING Groep NV | 35,830 | $2.95M | 0.04% | +2,699+8.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 35,478 | $2.92M | 0.01% | +3,549+11.1% | Added |
| Cohen Klingenstein LLC | 35,193 | $2.90M | 0.13% | −6,385−15.4% | Reduced |
| Chartwell Investment Partners, LLC | 35,021 | $2.88M | 0.09% | +7,878+29.0% | Added |
| Point72 Hong Kong Ltd | 34,775 | $2.86M | 0.22% | +33,940+4,064.7% | Added |
| Capital Fund Management S.A. | 34,700 | $2.86M | 0.08% | +34,700 | New |
| Oregon Public Employees Retirement Fund | 33,811 | $2.78M | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 33,788 | $2.78M | 0.03% | −3,141−8.5% | Reduced |
| Albar Capital Ltd | 33,773 | $2.78M | 0.97% | −153,671−82.0% | Reduced |
| Brown Brothers Harriman & Co | 33,635 | $2.77M | 0.02% | +824+2.5% | Added |
| MML Investors Services, LLC | 33,610 | $2.77M | 0.02% | +1,010+3.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 33,500 | $2.76M | 1.16% | −17,000−33.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,449 | $2.75M | 0.01% | +572+1.7% | Added |
| Sandy Spring Bank | 33,059 | $2.72M | 0.14% | −1,955−5.6% | Reduced |
| Maryland State Retirement & Pension System | 32,336 | $2.71M | 0.08% | 00.0% | Unchanged |
| Dearborn Partners LLC | 32,536 | $2.68M | 0.11% | −529−1.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 31,557 | $2.60M | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 31,485 | $2.59M | 0.02% | +7,651+32.1% | Added |
| Shelter Mutual Insurance Co | 31,200 | $2.57M | 0.72% | 00.0% | Unchanged |
| Birch Run Capital Advisors, LP | 31,000 | $2.55M | 2.94% | 00.0% | Unchanged |
| AMG National Trust Bank | 30,704 | $2.53M | 0.08% | +121+0.4% | Added |
| Close Asset Management Ltd | 30,294 | $2.49M | 0.12% | +2,550+9.2% | Added |
| Acadian Asset Management LLC | 30,197 | $2.48M | 0.01% | −19,231−38.9% | Reduced |
| Tredje AP-fonden | 29,890 | $2.46M | 0.05% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 29,626 | $2.44M | 0.47% | +29,626 | New |
| Mackenzie Financial Corp | 29,417 | $2.42M | 0.00% | +7,693+35.4% | Added |
| Silvercrest Asset Management Group LLC | 29,224 | $2.40M | 0.02% | −1,808−5.8% | Reduced |
| Heritage Investors Management Corp | 29,018 | $2.39M | 0.10% | −1,944−6.3% | Reduced |
| Eqis Capital Management, Inc. | 28,950 | $2.38M | 0.18% | +4,583+18.8% | Added |
| Elo Mutual Pension Insurance Co | 28,908 | $2.38M | 0.08% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 28,799 | $2.37M | 0.04% | 00.0% | Unchanged |
| Twinbeech Capital LP | 28,683 | $2.36M | 0.17% | +28,683 | New |
| Aureus Asset Management, LLC | 28,383 | $2.33M | 0.15% | +861+3.1% | Added |
| Mirabella Financial Services LLP | 28,349 | $2.33M | 0.31% | −13,004−31.4% | Reduced |
| Captrust Financial Advisors | 28,133 | $2.31M | 0.02% | +3,375+13.6% | Added |
| Okabena Investment Services Inc | 27,940 | $2.30M | 1.21% | +2,551+10.0% | Added |
| JB Capital LLC | 27,506 | $2.26M | 0.29% | +27,506 | New |
| Applied Research Investments, LLC | 27,413 | $2.26M | 0.75% | +27,413 | New |
| BTR Capital Management Inc | 27,302 | $2.25M | 0.28% | −240−0.9% | Reduced |
| Engineers Gate Manager LP | 27,281 | $2.25M | 0.13% | +10,282+60.5% | Added |
| Pendal Group Limited | 27,247 | $2.24M | 0.02% | −1,225−4.3% | Reduced |
| Blueshift Asset Management, LLC | 27,221 | $2.24M | 0.13% | +27,221 | New |
| Louisiana State Employees Retirement System | 26,600 | $2.19M | 0.05% | +1,500+6.0% | Added |
| New Mexico Educational Retirement Board | 26,408 | $2.17M | 0.08% | −800−2.9% | Reduced |
| Hantz Financial Services, Inc. | 26,240 | $2.16M | 0.07% | +2,278+9.5% | Added |
| Country Club Trust Company, n.a. | 25,372 | $2.11M | 0.18% | −704−2.7% | Reduced |
| Kentucky Retirement Systems | 25,567 | $2.10M | 0.10% | +2,077+8.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,201 | $2.07M | 0.05% | −228−0.9% | Reduced |
| HighTower Trust Services, LTA | 25,120 | $2.07M | 0.25% | +75+0.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 24,263 | $2.00M | 0.60% | +115+0.5% | Added |
| Crossmark Global Holdings, Inc. | 24,208 | $1.99M | 0.05% | +90+0.4% | Added |
| CIBC World Markets Corp | 24,059 | $1.98M | 0.01% | −3,949−14.1% | Reduced |
| Hartford Financial Management Inc. | 24,019 | $1.98M | 0.50% | −708−2.9% | Reduced |
| Hexavest Inc. | 23,867 | $1.96M | 0.12% | +23,867 | New |
| Raymond James Trust N.A. | 23,376 | $1.92M | 0.06% | −6,727−22.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,329 | $1.92M | 0.03% | −699−2.9% | Reduced |
| Mariner, LLC | 23,106 | $1.90M | 0.01% | +6,545+39.5% | Added |
| Telos Capital Management, Inc. | 23,021 | $1.89M | 0.26% | −870−3.6% | Reduced |
| Woodstock Corp | 22,272 | $1.83M | 0.21% | −592−2.6% | Reduced |
| Connable Office Inc | 21,931 | $1.80M | 0.26% | −177−0.8% | Reduced |
| Xponance, Inc. | 21,673 | $1.78M | 0.03% | −1,175−5.1% | Reduced |
| Gamco Investors, Inc. Et Al | 21,610 | $1.78M | 0.02% | −679−3.0% | Reduced |
| Alexandria Capital, LLC | 21,545 | $1.77M | 0.16% | −182−0.8% | Reduced |
| Exane Derivatives | 21,384 | $1.76M | 0.44% | −5,670−21.0% | Reduced |
| Advisors Asset Management, Inc. | 21,353 | $1.76M | 0.03% | −363−1.7% | Reduced |
| FORA Capital, LLC | 21,222 | $1.75M | 0.44% | +11,195+111.6% | Added |
| Ferguson Wellman Capital Management, Inc | 21,134 | $1.74M | 0.06% | −375−1.7% | Reduced |
| Seascape Capital Management | 21,039 | $1.73M | 0.89% | +21,039 | New |
| Gabelli Funds LLC | 21,000 | $1.73M | 0.01% | −8,500−28.8% | Reduced |
| YHB Investment Advisors, Inc. | 20,705 | $1.70M | 0.15% | +267+1.3% | Added |
| TBH Global Asset Management, LLC | 20,628 | $1.70M | 0.39% | +2,452+13.5% | Added |
| Burney Co | 20,230 | $1.67M | 0.08% | −1,283−6.0% | Reduced |
| PFS Investments Inc. | 20,050 | $1.65M | 0.03% | +758+3.9% | Added |
| Tiaa, FSB | 19,827 | $1.63M | 0.01% | −653−3.2% | Reduced |
| E. Ohman J:or Asset Management AB | 19,500 | $1.60M | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 19,384 | $1.59M | 0.03% | +1,066+5.8% | Added |
| Bartlett & Co. LLC | 19,368 | $1.59M | 0.03% | −1,634−7.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 19,368 | $1.59M | 0.03% | −1,634−7.8% | Reduced |
| Triangle Securities Wealth Management | 19,262 | $1.58M | 0.54% | −77−0.4% | Reduced |
| Bokf, NA | 18,935 | $1.56M | 0.03% | +18,935 | New |
| NBT Bank N A | 18,774 | $1.54M | 0.21% | −645−3.3% | Reduced |