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Livermore
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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.

Q4 2021 vs. Q3 2021

How the institutions holding Otis Worldwide Corp changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of OTIS: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,145191,199+73
Shares357.8M1.15M354.6M−2.11M (−0.6%)
Value$29.5B$94.7M$30.9B+$1.49B (+5.1%)

19 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (160)

Institutions that held Otis Worldwide Corp at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 160 by value.

Institutions new to OTIS in Q4 2021
InstitutionSharesValue% of portfolio
Holocene Advisors, LP755,987$65.8M0.35%
Allspring Global Investments Holdings, LLC606,173$52.8M0.06%
Marshall Wace, LLP366,725$31.9M0.06%
Lord, Abbett & Co. LLC309,972$27.0M0.06%
Clean Energy Transition LLP295,299$25.7M3.92%
B. Metzler seel. Sohn & Co. AG261,471$22.6M0.29%
Broadcrest Asset Management, LLC200,000$17.4M12.60%
Woodline Partners LP169,331$14.7M0.22%
QVIDTVM Management LLC168,657$14.7M8.36%
Liontrust Investment Partners LLP160,000$13.9M0.17%
Reilly Financial Advisors, LLC135,399$11.8M0.88%
Cartenna Capital, LP125,000$10.9M4.12%
National Bank of Canada98,373$8.53M0.04%
Lighthouse Investment Partners, LLC91,557$7.97M5.91%
Schonfeld Strategic Advisors LLC87,969$7.66M0.07%
Weiss Multi-Strategy Advisers LLC74,937$6.53M0.15%
Yousif Capital Management, LLC74,620$6.50M0.07%
BTC Capital Management, Inc.50,348$4.38M0.43%
William Allan, LLC35,877$3.12M2.22%
Abeille Asset Management SA29,208$2.54M0.59%
Alberta Investment Management Corp25,935$2.26M0.01%
Desjardins Global Asset Management Inc.23,867$2.08M0.18%
Liberty Capital Management, Inc.23,579$2.05M0.55%
LGT Group Foundation22,344$1.95M0.05%
Phraction Management LLC20,050$1.75M1.06%
AdvisorShares Investments LLC14,989$1.30M0.16%
Gyon Technologies Capital Management, LP14,363$1.25M0.23%
Van Hulzen Asset Management, LLC11,650$1.01M0.11%
First Foundation Advisors10,990$957.0K0.03%
Y-Intercept (Hong Kong) Ltd10,886$948.0K0.22%
Fractal Investments LLC9,400$818.0K0.28%
Stevens Capital Management LP8,599$749.0K0.17%
Lombard Odier Asset Management (Switzerland) SA8,103$706.0K0.05%
CWM, LLC7,705$671.0K0.00%
Sciencast Management LP7,200$620.0K0.11%
Kraematon Investment Advisors, Inc7,081$617.0K0.55%
Cambridge Trust Co6,596$575.0K0.02%
NorthCrest Asset Manangement, LLC6,508$567.0K0.03%
Ahl Investment Management, Inc.6,454$562.0K0.51%
Schechter Investment Advisors, LLC5,974$520.0K0.05%
Industrial Alliance Investment Management Inc.5,716$498.0K0.01%
GWM Advisors LLC5,607$488.0K0.01%
Exencial Wealth Advisors, LLC5,584$486.0K0.02%
Jump Financial, LLC5,300$461.0K0.03%
TD Waterhouse Canada Inc.5,247$456.0K0.00%
Connectus Wealth, LLC4,934$430.0K0.02%
XTX Topco Ltd4,544$396.0K0.22%
Roberts Capital Advisors, LLC4,374$381.0K0.36%
New England Guild Wealth Advisors, Inc.4,337$378.0K0.19%
Quadrature Capital Ltd4,346$378.0K0.02%
Metatron Capital SICAV plc4,000$348.2K0.33%
Washington Trust Advisors, Inc.3,956$344.0K0.02%
Winning Points Advisors, LLC2,600$339.0K0.25%
Metis Global Partners, LLC3,726$325.0K0.09%
Virginia Retirement Systems Et Al3,600$313.0K0.00%
Amplius Wealth Advisors, LLC3,600$313.0K0.04%
Sageworth Trust Co of South Dakota3,561$310.0K0.48%
CAPROCK Group, Inc.3,527$307.0K0.03%
Riverwater Partners LLC3,527$307.0K0.27%
MBB Public Markets I LLC3,398$296.0K0.01%
Western Wealth Management, LLC3,403$291.0K0.03%
Congress Wealth Management LLC3,285$286.0K0.01%
NTB Financial Corp3,214$280.0K0.20%
Pring Turner Capital Group Inc3,075$268.0K0.24%
Modera Wealth Management, LLC3,021$263.0K0.01%
Coastal Bridge Advisors, LLC3,414$259.0K0.05%
Chicago Trust Co NA2,916$254.0K0.05%
Engine No. 1 LLC2,907$253.0K0.05%
Sequoia Financial Advisors, LLC2,821$246.0K0.01%
Laird Norton Trust Company, LLC2,814$245.0K0.02%
Kerntke Otto McGlone Wealth Management Group2,765$241.0K0.29%
Machina Capital S.A.S.2,715$236.0K0.57%
Stock Yards Bank & Trust Co2,693$235.0K0.01%
Bluefin Capital Management, LLC2,700$235.0K0.02%
Financial Advocates Investment Management2,551$233.0K0.02%
Schnieders Capital Management LLC2,534$221.0K0.05%
Quest Capital Management Inc2,518$219.0K0.04%
Mirova2,491$216.0K0.03%
GSB Wealth Management, LLC2,450$213.0K0.06%
Forum Financial Management, LP2,439$212.0K0.01%
Valmark Advisers, Inc.2,425$211.0K0.00%
Woodmont Investment Counsel LLC2,408$210.0K0.03%
Clear Harbor Asset Management, LLC2,387$208.0K0.02%
Laurel Wealth Advisors, Inc.2,384$208.0K0.02%
Heritage Trust Co2,350$205.0K0.03%
Founders Capital Management, LLC2,342$204.0K0.04%
Regal Wealth Group, Inc.2,346$204.0K0.11%
Grove Bank & Trust2,335$204.0K0.04%
Bridgewater Advisors Inc.2,333$203.0K0.04%
Baxter Bros Inc2,315$202.0K0.03%
Dark Forest Capital Management LP2,016$176.0K0.06%
Dixon Hughes Goodman Wealth Advisors LLC1,965$171.0K0.06%
EverSource Wealth Advisors, LLC1,539$134.0K0.04%
Mystic Asset Management, Inc.1,525$132.0K0.06%
City State Bank1,317$115.0K0.07%
Comprehensive Financial Consultants Institutional, Inc.1,405$110.0K0.07%
Citizens National Bank Trust Department1,250$109.0K0.04%
High Net Worth Advisory Group LLC1,212$106.0K0.04%
Confluence Wealth Services, Inc.1,217$105.0K0.03%
Chilton Capital Management LLC1,163$101.0K0.01%

Sold out (87)

Institutions that held Otis Worldwide Corp at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of OTIS in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Eagle Asset Management Inc1,888,321$162.3M
Lazard Freres Gestion S.A.S.1,329,531$109.5M
Sandbar Asset Management LLP506,664$41.7M
Alyeska Investment Group, L.P.460,939$37.9M
Lansdowne Partners (UK) LLP249,942$20.6M
Natixis233,360$19.2M
AMP Capital Investors Ltd202,092$16.6M
Paloma Partners Management Co170,426$14.0M
General American Investors Co Inc159,085$13.1M
Quantbot Technologies LP121,492$10.0M
Point72 Asset Management, L.P.111,292$9.16M
ExodusPoint Capital Management, LP97,105$7.99M
Bright Rock Capital Management, LLC82,000$6.75M
LSV Asset Management74,050$6.09M
Achmea Investment Management B.V.64,001$5.27M
Martin Investment Management, LLC63,511$5.23M
Capital Fund Management S.A.34,700$2.86M
Albar Capital Ltd33,773$2.78M
Birch Run Capital Advisors, LP31,000$2.55M
Twinbeech Capital LP28,683$2.36M
Exane Derivatives21,384$1.76M
FORA Capital, LLC21,222$1.75M
Walleye Capital LLC18,121$1.49M
Matthew Goff Investment Advisor, LLC17,908$1.47M
Caxton Associates LP15,000$1.23M
Waratah Capital Advisors Ltd.14,856$1.22M
Wolverine Asset Management LLC14,000$1.15M
Occudo Quantitative Strategies LP10,602$872.0K
NuWave Investment Management, LLC9,177$755.0K
Prelude Capital Management, LLC8,233$677.0K
Virtu Financial LLC7,779$640.0K
Southport Management, L.L.C.7,500$617.1K
McDonald Partners LLC5,029$414.0K
Toews Corp4,900$403.0K
Hutchinson Capital Management4,533$373.0K
Financial Counselors Inc4,039$332.0K
Banco Santander, S.A.3,603$296.0K
Nichols & Pratt Advisers LLP3,467$286.0K
Cliftonlarsonallen Wealth Advisors, LLC3,388$279.0K
1832 Asset Management L.P.3,103$260.0K
Wolverine Trading, LLC3,078$256.0K
Meeder Asset Management Inc2,924$241.0K
True North Advisors, LLC2,839$233.0K
Douglas Lane & Associates, LLC2,796$230.0K
Kempen Capital Management N.V.2,515$207.0K
Berkshire Bank2,478$204.0K
Fernwood Investment Management, LLC2,436$200.0K
Neo Ivy Capital Management2,981$169.0K
Cutler Group LP1,708$140.0K
Jacobi Capital Management LLC1,466$121.0K
Belpointe Asset Management LLC1,285$106.0K
Global Retirement Partners, LLC1,166$96.0K
Itau Unibanco Holding S.A.1,146$94.0K
Walleye Trading LLC854$70.0K
Wall Street Access Asset Management, LLC800$66.0K
Herold Advisors, Inc.800$65.0K
Meridian Wealth Partners, LLC751$62.0K
Levin Capital Strategies, L.P.736$61.0K
TD Ameritrade Investment Management, LLC942$59.0K
Liberty Wealth Management LLC718$59.0K
Firestone Capital Management525$43.0K
Thomas J. Herzfeld Advisors, Inc.427$35.0K
Red Tortoise LLC555$35.0K
Ironwood Financial, llc404$33.0K
Centiva Capital, LP400$32.0K
Cahill Financial Advisors Inc351$29.0K
Better Money Decisions, LLC351$29.0K
Ade, LLC292$24.0K
Hanseatic Management Services Inc252$21.0K
MCF Advisors LLC246$20.0K
Counterpoint Mutual Funds LLC247$20.0K
Capital Advisory Group Advisory Services, LLC231$19.0K
Carderock Capital Management Inc212$17.0K
Kowal Investment Group, LLC197$16.0K
Prentice Wealth Management LLC156$13.0K
Sawyer & Company, Inc150$12.0K
Robinson Value Management, Ltd.125$10.0K
Pacitti Group Inc.115$9.00K
Resolute Partners Group102$8.00K
Phoenix Wealth Advisors100$8.00K
West Paces Advisors Inc.76$6.25K
Atlas Private Wealth Advisors43$4.00K
Barrett Asset Management, LLC37$3.00K
Tfo-TDC, LLC26$2.00K
IAG Wealth Partners, LLC20$2.00K
Cordant, Inc.1$0
Gerber Kawasaki Wealth & Investment Management3–

Not filed for Q4 2021 yet (19)

Institutions that held Otis Worldwide Corp at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTIS in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace Asia Ltd702,895$57.8M
B. Metzler seel. Sohn & Co. Holding AG199,348$16.4M
Farr Miller & Washington LLC158,938$13.1M
Hexavest Inc.23,867$1.96M
Alexandria Capital, LLC21,545$1.77M
World Asset Management Inc9,841$810.0K
HighPoint Advisor Group LLC8,440$694.0K
NorthCoast Asset Management LLC4,919$405.0K
BBVA USA4,636$382.0K
Security National Trust Co4,435$362.0K
Mid Atlantic Financial Management Inc4,223$347.0K
Eudaimonia Partners, LLC3,253$268.0K
Sonora Investment Management, LLC1,582$130.0K
Berman Capital Advisors, LLC1,265$104.0K
Filbrandt Wealth Management, LLC930$77.0K
Mercer Capital Advisers, Inc.728$60.0K
Wealth Quarterback LLC281$24.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA204$16.8K
Heritage Wealth Management, LLC3$0