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, Q4 2021
Institutional positions in Otis Worldwide Corp as of Dec 31, 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
- 1,199
- +73 vs. Q3 2021
- Shares held
- 354.6M
- −2.11M (−0.6%) vs. Q3 2021
- Total value
- $30.9B
- +$1.49B (+5.1%) vs. Q3 2021
- New holders
- 160
- 358 more added
- Sold out
- 87
- 475 more reduced
19 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 38,297,402 | $3.33B | 0.08% | −143,270−0.4% | Reduced |
| BlackRock Inc. | 37,081,287 | $3.23B | 0.08% | +372,147+1.0% | Added |
| State Street Corp | 16,979,598 | $1.48B | 0.07% | +292,558+1.8% | Added |
| FMR LLC | 15,179,611 | $1.32B | 0.10% | +449,187+3.0% | Added |
| Massachusetts Financial Services Co | 10,947,598 | $953.2M | 0.26% | +51,646+0.5% | Added |
| Fiera Capital Corp | 10,162,253 | $884.8M | 2.07% | −5,629−0.1% | Reduced |
| Geode Capital Management, LLC | 8,773,526 | $762.6M | 0.09% | +202,089+2.4% | Added |
| Alliancebernstein L.P. | 8,053,409 | $701.2M | 0.25% | +890,179+12.4% | Added |
| Capital Research Global Investors | 7,361,047 | $640.9M | 0.14% | +2,6110.0% | Added |
| Bank of New York Mellon Corp | 7,051,873 | $614.0M | 0.11% | −30,296−0.4% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 6,334,092 | $551.5M | 19.75% | +577,750+10.0% | Added |
| Invesco Ltd. | 6,186,737 | $538.7M | 0.13% | −5,156−0.1% | Reduced |
| Dodge & Cox | 5,369,897 | $467.6M | 0.29% | −356,151−6.2% | Reduced |
| Northern Trust Corp | 4,795,206 | $417.5M | 0.07% | −19,423−0.4% | Reduced |
| JPMorgan Chase & Co | 4,635,029 | $403.6M | 0.05% | +2,916,030+169.6% | Added |
| Deccan Value Investors L.P. | 4,404,554 | $383.5M | 15.07% | −163,746−3.6% | Reduced |
| Bank of America Corp | 4,306,519 | $375.0M | 0.04% | +111,449+2.7% | Added |
| Norges Bank | 3,849,548 | $335.2M | 0.07% | −140,657−3.5% | Reduced |
| Price T Rowe Associates Inc | 3,756,134 | $327.0M | 0.03% | +1,062,743+39.5% | Added |
| Ako Capital LLP | 3,724,255 | $324.3M | 3.16% | −1,071,186−22.3% | Reduced |
| Sarasin & Partners LLP | 3,664,378 | $319.1M | 2.91% | +174,885+5.0% | Added |
| CIBC Private Wealth Group, LLC | 3,284,467 | $286.0M | 0.59% | +11,831+0.4% | Added |
| Boston Partners | 3,178,078 | $276.5M | 0.33% | −125,973−3.8% | Reduced |
| Clearbridge Investments, LLC | 3,023,151 | $263.2M | 0.18% | −436,305−12.6% | Reduced |
| Legal & General Group Plc | 2,940,922 | $256.1M | 0.08% | −143,306−4.6% | Reduced |
| Lazard Asset Management LLC | 2,911,768 | $253.5M | 0.27% | +2,791,340+2,317.8% | Added |
| Wellington Management Group LLP | 2,736,702 | $238.3M | 0.04% | −63,113−2.3% | Reduced |
| Dimensional Fund Advisors LP | 2,656,331 | $231.3M | 0.07% | −31,496−1.2% | Reduced |
| Vontobel Asset Management Inc | 2,491,792 | $227.4M | 1.34% | −397,190−13.7% | Reduced |
| Janus Henderson Group PLC | 2,525,201 | $219.9M | 0.09% | −59,688−2.3% | Reduced |
| Suvretta Capital Management, LLC | 2,484,580 | $216.3M | 4.19% | −214,959−8.0% | Reduced |
| Gates Capital Management, Inc. | 2,445,510 | $212.9M | 5.89% | +4,067+0.2% | Added |
| Schroder Investment Management Group | 2,393,278 | $208.4M | 0.28% | +263,610+12.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,344,640 | $204.1M | 0.98% | +30,591+1.3% | Added |
| London Co of Virginia | 2,288,209 | $199.2M | 1.00% | −93,201−3.9% | Reduced |
| Los Angeles Capital Management LLC | 2,276,023 | $198.2M | 0.74% | −709,106−23.8% | Reduced |
| State of Wisconsin Investment Board | 2,082,883 | $181.4M | 0.35% | +198,039+10.5% | Added |
| Goldman Sachs Group Inc | 2,069,382 | $180.2M | 0.04% | −359,549−14.8% | Reduced |
| Credit Suisse AG | 2,023,652 | $176.2M | 0.14% | +84,775+4.4% | Added |
| Charles Schwab Investment Management Inc | 1,987,784 | $173.1M | 0.05% | −41,318−2.0% | Reduced |
| Morgan Stanley | 1,975,238 | $172.0M | 0.02% | −739,154−27.2% | Reduced |
| Nuveen Asset Management, LLC | 1,818,967 | $158.4M | 0.05% | −39,103−2.1% | Reduced |
| UBS Asset Management Americas Inc | 1,729,606 | $150.6M | 0.06% | +99,403+6.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,716,399 | $149.4M | 0.09% | −207,528−10.8% | Reduced |
| Primecap Management Co | 1,691,731 | $147.3M | 0.10% | +18,570+1.1% | Added |
| Royal Bank of Canada | 1,666,108 | $145.1M | 0.04% | −230,029−12.1% | Reduced |
| Swiss National Bank | 1,541,057 | $134.2M | 0.08% | −71,000−4.4% | Reduced |
| Menora Mivtachim Holdings Ltd. | 1,524,000 | $132.7M | 1.80% | −455,000−23.0% | Reduced |
| Omers Administration Corp | 1,514,148 | $131.8M | 1.71% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 1,506,132 | $131.1M | 0.16% | −33,200−2.2% | Reduced |
| Ameriprise Financial Inc | 1,505,451 | $131.0M | 0.04% | +1,169,482+348.1% | Added |
| Deutsche Bank AG | 1,502,202 | $130.8M | 0.06% | −48,917−3.2% | Reduced |
| Formuepleje A/S | 1,476,864 | $128.6M | 4.89% | +45,975+3.2% | Added |
| Caisse de Depot Et Placement du Quebec | 1,294,857 | $112.7M | 0.24% | −347,200−21.1% | Reduced |
| Parametric Portfolio Associates LLC | 1,290,008 | $112.3M | 0.06% | +33,293+2.6% | Added |
| Putnam Investments LLC | 1,159,367 | $100.9M | 0.14% | −34,335−2.9% | Reduced |
| Jennison Associates LLC | 1,132,616 | $98.6M | 0.06% | −242,108−17.6% | Reduced |
| Fisher Asset Management, LLC | 1,121,739 | $97.7M | 0.05% | −82,573−6.9% | Reduced |
| Pictet Asset Management SA | 1,113,921 | $97.0M | 0.10% | +19,455+1.8% | Added |
| Neuberger Berman Group LLC | 1,079,635 | $93.6M | 0.07% | +275,066+34.2% | Added |
| Artisan Partners Limited Partnership | 1,070,962 | $93.2M | 0.11% | −849,167−44.2% | Reduced |
| Aviva PLC | 1,069,691 | $93.1M | 0.39% | −45,386−4.1% | Reduced |
| Brown Advisory Inc | 1,050,037 | $91.4M | 0.11% | +10,534+1.0% | Added |
| Two Sigma Advisers, LP | 1,005,100 | $87.5M | 0.22% | +408,400+68.4% | Added |
| Prudential Financial Inc | 1,006,660 | $83.3M | 0.10% | −5,393−0.5% | Reduced |
| Wells Fargo & Company | 951,857 | $82.9M | 0.02% | −582,396−38.0% | Reduced |
| California Public Employees Retirement System | 915,261 | $79.7M | 0.05% | −46,481−4.8% | Reduced |
| Guinness Asset Management LTD | 881,233 | $76.7M | 3.00% | +132,481+17.7% | Added |
| Russell Investments Group, Ltd. | 848,219 | $73.7M | 0.12% | +94,394+12.5% | Added |
| Fayez Sarofim & Co | 815,900 | $71.0M | 0.21% | −12,485−1.5% | Reduced |
| Federated Hermes, Inc. | 798,055 | $69.5M | 0.13% | −173,264−17.8% | Reduced |
| AQR Capital Management LLC | 783,689 | $67.8M | 0.12% | +210,803+36.8% | Added |
| Nissay Asset Management Corp | 777,071 | $67.7M | 0.52% | −7,623−1.0% | Reduced |
| Thornburg Investment Management Inc | 764,514 | $66.6M | 0.78% | +303,048+65.7% | Added |
| Franklin Resources Inc | 760,648 | $66.2M | 0.02% | −22,395−2.9% | Reduced |
| Holocene Advisors, LP | 755,987 | $65.8M | 0.35% | +755,987 | New |
| California State Teachers Retirement System | 754,772 | $65.7M | 0.08% | +1,615+0.2% | Added |
| Two Sigma Investments, LP | 750,045 | $65.3M | 0.16% | +21,492+2.9% | Added |
| D. E. Shaw & Co., Inc. | 713,726 | $62.1M | 0.08% | −698,049−49.4% | Reduced |
| Rhumbline Advisers | 676,008 | $58.9M | 0.07% | +2,829+0.4% | Added |
| UBS Group AG | 659,141 | $57.4M | 0.02% | −7,585−1.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 657,243 | $57.2M | 0.10% | −172,661−20.8% | Reduced |
| HighTower Advisors, LLC | 657,146 | $57.2M | 0.13% | +176,037+36.6% | Added |
| Amundi | 657,308 | $56.4M | 0.04% | +368,430+127.5% | Added |
| Renaissance Technologies LLC | 636,994 | $55.5M | 0.07% | −1,553,806−70.9% | Reduced |
| Railway Pension Investments Ltd | 622,400 | $54.2M | 0.40% | +29,700+5.0% | Added |
| Eaton Vance Management | 620,455 | $54.0M | 0.07% | −1,283−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 611,934 | $53.2M | 0.03% | −68,244−10.0% | Reduced |
| The PNC Financial Services Group, Inc. | 610,437 | $53.1M | 0.04% | −9,290−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 606,173 | $52.8M | 0.06% | +606,173 | New |
| New York State Common Retirement Fund | 583,795 | $50.8M | 0.05% | −20,094−3.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 580,013 | $50.5M | 0.11% | +9,559+1.7% | Added |
| PGGM Investments | 565,952 | $49.3M | 0.25% | −135,257−19.3% | Reduced |
| Bank of Montreal | 555,712 | $48.0M | 0.03% | +115,994+26.4% | Added |
| National Pension Service | 550,799 | $48.0M | 0.08% | −36,188−6.2% | Reduced |
| Assenagon Asset Management S.A. | 546,663 | $47.6M | 0.18% | −504,034−48.0% | Reduced |
| Teacher Retirement System of Texas | 538,743 | $46.9M | 0.21% | +148,380+38.0% | Added |
| Principal Financial Group Inc | 517,620 | $45.1M | 0.03% | −18,885−3.5% | Reduced |
| State Board of Administration of Florida Retirement System | 516,518 | $45.0M | 0.08% | −6,199−1.2% | Reduced |
| Allianz Asset Management GmbH | 510,974 | $44.5M | 0.03% | +70,424+16.0% | Added |