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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 47,972 | $4.18M | 0.14% | +41,851+683.7% | Added |
| Wesleyan Assurance Society | 48,100 | $4.19M | 0.50% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 48,209 | $4.20M | 0.06% | −1,561−3.1% | Reduced |
| BTC Capital Management, Inc. | 50,348 | $4.38M | 0.43% | +50,348 | New |
| Prudential PLC | 50,372 | $4.39M | 0.06% | +8,720+20.9% | Added |
| Erste Asset Management GmbH | 51,020 | $4.43M | 0.08% | −160−0.3% | Reduced |
| Regions Financial Corp | 51,565 | $4.49M | 0.04% | −223−0.4% | Reduced |
| Kanawha Capital Management LLC | 51,580 | $4.49M | 0.38% | −199−0.4% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 52,000 | $4.53M | 2.61% | −150−0.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 52,219 | $4.55M | 0.06% | +49,219+1,640.6% | Added |
| IFM Investors Pty Ltd | 52,533 | $4.57M | 0.08% | −441−0.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 53,246 | $4.64M | 0.16% | −296−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 53,316 | $4.64M | 0.05% | −167−0.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 54,217 | $4.72M | 2.14% | +571+1.1% | Added |
| ING Groep NV | 55,440 | $4.83M | 0.04% | +19,610+54.7% | Added |
| Aptus Capital Advisors, LLC | 55,650 | $4.85M | 0.16% | +8,209+17.3% | Added |
| Mutual of America Capital Management LLC | 56,196 | $4.89M | 0.05% | +53+0.1% | Added |
| Ipswich Investment Management Co., Inc. | 56,960 | $4.96M | 1.16% | +1,225+2.2% | Added |
| Sheets Smith Wealth Management | 57,328 | $4.99M | 0.62% | 00.0% | Unchanged |
| Comerica Bank | 60,832 | $5.05M | 0.04% | −1,647−2.6% | Reduced |
| Texas Permanent School Fund | 58,589 | $5.10M | 0.06% | −7,342−11.1% | Reduced |
| Glenmede Trust Co NA | 59,189 | $5.15M | 0.02% | −4,077−6.4% | Reduced |
| Carlson Capital L P | 59,852 | $5.21M | 0.30% | −22,000−26.9% | Reduced |
| Swiss Life Asset Management Ltd | 61,670 | $5.37M | 0.07% | +8,969+17.0% | Added |
| Mackay Shields LLC | 63,328 | $5.51M | 0.05% | −1,745−2.7% | Reduced |
| Fiduciary Trust Co | 63,460 | $5.53M | 0.09% | −1,373−2.1% | Reduced |
| Delta Asset Management LLC | 64,007 | $5.57M | 0.49% | +3,518+5.8% | Added |
| Gotham Asset Management, LLC | 64,055 | $5.58M | 0.18% | +52,378+448.6% | Added |
| Greenwood Gearhart Inc | 65,351 | $5.69M | 0.78% | +3,298+5.3% | Added |
| Gulf International Bank (UK) Ltd | 65,534 | $5.71M | 0.08% | −312,561−82.7% | Reduced |
| Handelsbanken Fonder AB | 65,846 | $5.73M | 0.03% | −772−1.2% | Reduced |
| Foyston, Gordon, & Payne Inc | 67,260 | $5.86M | 1.37% | −19,731−22.7% | Reduced |
| Macquarie Group Ltd | 67,254 | $5.86M | 0.00% | −2,185−3.1% | Reduced |
| Gofen & Glossberg LLC | 68,174 | $5.94M | 0.13% | −1,274−1.8% | Reduced |
| Fifth Third Bancorp | 69,098 | $6.02M | 0.02% | −2,663−3.7% | Reduced |
| Rockland Trust Co | 69,292 | $6.03M | 0.38% | −101,806−59.5% | Reduced |
| Prospector Partners LLC | 69,490 | $6.05M | 0.70% | +950+1.4% | Added |
| Citadel Advisors LLC | 69,665 | $6.07M | 0.01% | −360,322−83.8% | Reduced |
| Allied Investment Advisors, LLC | 70,656 | $6.15M | 2.10% | +1,408+2.0% | Added |
| Public Sector Pension Investment Board | 70,877 | $6.17M | 0.03% | −168,100−70.3% | Reduced |
| Guggenheim Capital LLC | 71,026 | $6.18M | 0.03% | −2,277−3.1% | Reduced |
| British Columbia Investment Management Corp | 71,329 | $6.21M | 0.03% | −3,910−5.2% | Reduced |
| Vontobel Holding Ltd. | 72,235 | $6.24M | 0.05% | +9,130+14.5% | Added |
| Public Employees Retirement Association of Colorado | 72,251 | $6.29M | 0.03% | −960−1.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 73,393 | $6.39M | 0.01% | −7,959−9.8% | Reduced |
| Westpac Banking Corp | 73,439 | $6.39M | 0.07% | +70.0% | Added |
| Windward Capital Management Co | 73,932 | $6.44M | 0.53% | +190+0.3% | Added |
| Yousif Capital Management, LLC | 74,620 | $6.50M | 0.07% | +74,620 | New |
| HM Payson & Co | 74,684 | $6.50M | 0.14% | −673−0.9% | Reduced |
| Lincoln Capital LLC | 74,882 | $6.52M | 1.61% | +543+0.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 74,937 | $6.53M | 0.15% | +74,937 | New |
| Jane Street Group, LLC | 75,260 | $6.55M | 0.01% | −56,744−43.0% | Reduced |
| Osborne Partners Capital Management, LLC | 76,515 | $6.66M | 0.49% | +2,883+3.9% | Added |
| Utah Retirement Systems | 77,352 | $6.74M | 0.08% | −400−0.5% | Reduced |
| Natixis Advisors, L.P. | 77,695 | $6.76M | 0.03% | −615−0.8% | Reduced |
| Peapack Gladstone Financial Corp | 79,795 | $6.95M | 0.13% | +1,783+2.3% | Added |
| Calamos Advisors LLC | 81,258 | $7.08M | 0.03% | +3,146+4.0% | Added |
| Brinker Capital Investments, LLC | 81,616 | $7.11M | 0.10% | −2,472−2.9% | Reduced |
| Swedbank AB | 82,917 | $7.16M | 0.01% | −1,402−1.7% | Reduced |
| Janney Montgomery Scott LLC | 84,195 | $7.33M | 0.03% | −6,973−7.6% | Reduced |
| Commerce Bank | 84,586 | $7.37M | 0.05% | −3,164−3.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 85,634 | $7.46M | 0.14% | −1,944−2.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 85,724 | $7.46M | 0.07% | −19,727−18.7% | Reduced |
| Middleton & Co Inc | 87,518 | $7.62M | 0.74% | +2,244+2.6% | Added |
| Rockefeller Capital Management L.P. | 87,758 | $7.64M | 0.04% | −21,537−19.7% | Reduced |
| Fundsmith Investment Services Ltd. | 87,908 | $7.65M | 4.16% | +171+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 87,969 | $7.66M | 0.07% | +87,969 | New |
| Nomura Asset Management Co Ltd | 88,559 | $7.71M | 0.04% | +1,319+1.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 89,506 | $7.73M | 0.01% | −4,032−4.3% | Reduced |
| ProShare Advisors LLC | 90,611 | $7.89M | 0.02% | +20,112+28.5% | Added |
| USS Investment Management Ltd | 90,987 | $7.92M | 0.06% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 91,557 | $7.97M | 5.91% | +91,557 | New |
| Truist Financial Corp | 93,708 | $8.16M | 0.01% | +2,478+2.7% | Added |
| MetLife Investment Management | 93,848 | $8.17M | 0.07% | −2,543−2.6% | Reduced |
| DnB Asset Management AS | 95,667 | $8.33M | 0.05% | +1,540+1.6% | Added |
| Keybank National Association | 96,388 | $8.39M | 0.03% | −7,093−6.9% | Reduced |
| Schwartz Investment Counsel Inc | 97,000 | $8.45M | 0.33% | 00.0% | Unchanged |
| National Bank of Canada | 98,373 | $8.53M | 0.04% | +98,373 | New |
| Bank of Nova Scotia | 98,589 | $8.58M | 0.01% | −227,506−69.8% | Reduced |
| Advisor Group Holdings, Inc. | 99,393 | $8.65M | 0.02% | +8,105+8.9% | Added |
| State of Alaska, Department of Revenue | 99,778 | $8.69M | 0.08% | −9,005−8.3% | Reduced |
| Bahl & Gaynor Inc | 100,999 | $8.79M | 0.05% | −410.0% | Reduced |
| First Manhattan Co | 101,093 | $8.80M | 0.03% | −3,022−2.9% | Reduced |
| CIBC Asset Management Inc | 101,871 | $8.87M | 0.03% | +5,848+6.1% | Added |
| Evoke Wealth, LLC | 102,096 | $8.88M | 0.28% | +55,021+116.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 102,022 | $8.88M | 0.03% | +7,275+7.7% | Added |
| LPL Financial LLC | 103,699 | $9.03M | 0.01% | −29,234−22.0% | Reduced |
| Employees Retirement System of Texas | 104,000 | $9.05M | 0.10% | −104,117−50.0% | Reduced |
| Churchill Management Corp | 104,404 | $9.09M | 0.13% | +7,182+7.4% | Added |
| First Republic Investment Management, Inc. | 104,716 | $9.12M | 0.02% | −638−0.6% | Reduced |
| Meyer Handelman Co | 105,912 | $9.22M | 0.34% | 00.0% | Unchanged |
| State of Michigan Retirement System | 106,971 | $9.31M | 0.05% | −200−0.2% | Reduced |
| Cohen Capital Management, Inc. | 111,747 | $9.66M | 1.58% | 00.0% | Unchanged |
| Arizona State Retirement System | 111,043 | $9.67M | 0.07% | −2,645−2.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 111,696 | $9.72M | 0.05% | +104,686+1,493.4% | Added |
| State of Tennessee, Treasury Department | 113,748 | $9.90M | 0.04% | +45,588+66.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $9.98M | 0.11% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 116,316 | $10.1M | 0.86% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 116,604 | $10.2M | 0.21% | +1,309+1.1% | Added |
| Illinois Municipal Retirement Fund | 120,296 | $10.5M | 0.29% | −2,621−2.1% | Reduced |