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 |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 120,900 | $10.5M | 0.11% | −16,700−12.1% | Reduced |
| Amalgamated Bank | 120,907 | $10.5M | 0.08% | +2,468+2.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 121,363 | $10.6M | 1.59% | +5,762+5.0% | Added |
| Trexquant Investment LP | 123,357 | $10.7M | 0.66% | +79,248+179.7% | Added |
| Copeland Capital Management, LLC | 124,700 | $10.9M | 0.28% | +107,461+623.4% | Added |
| Cartenna Capital, LP | 125,000 | $10.9M | 4.12% | +125,000 | New |
| EFG Asset Management (Americas) Corp. | 130,603 | $11.4M | 1.92% | −1,631−1.2% | Reduced |
| Reilly Financial Advisors, LLC | 135,399 | $11.8M | 0.88% | +135,399 | New |
| Nisa Investment Advisors, LLC | 138,049 | $11.8M | 0.09% | −7,338−5.0% | Reduced |
| Tudor Investment Corp Et Al | 137,499 | $12.0M | 0.23% | 00.0% | Unchanged |
| American International Group, Inc. | 139,421 | $12.1M | 0.06% | −1,642−1.2% | Reduced |
| Tocqueville Asset Management L.P. | 140,337 | $12.2M | 0.17% | −882−0.6% | Reduced |
| Retirement Systems of Alabama | 140,746 | $12.3M | 0.04% | −5,812−4.0% | Reduced |
| Commonwealth Equity Services, LLC | 142,017 | $12.4M | 0.03% | −2,883−2.0% | Reduced |
| Susquehanna International Group, LLP | 142,490 | $12.4M | 0.02% | −12,232−7.9% | Reduced |
| Cubist Systematic Strategies, LLC | 143,054 | $12.5M | 0.12% | −65,431−31.4% | Reduced |
| Stifel Financial Corp | 146,696 | $12.8M | 0.02% | +1,625+1.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 146,892 | $12.8M | 0.06% | −2,434−1.6% | Reduced |
| Standard Life Aberdeen plc | 149,901 | $13.1M | 0.03% | −2,381−1.6% | Reduced |
| Winton Group Ltd | 151,160 | $13.2M | 0.80% | +6,992+4.8% | Added |
| Scopus Asset Management, L.P. | 151,411 | $13.2M | 0.38% | −3,897−2.5% | Reduced |
| TD Asset Management Inc | 151,997 | $13.2M | 0.01% | −6,660−4.2% | Reduced |
| United Capital Financial Advisers, LLC | 153,339 | $13.4M | 0.06% | −3,465−2.2% | Reduced |
| MUFG Americas Holdings Corp | 154,637 | $13.5M | 0.25% | +900+0.6% | Added |
| Royal London Asset Management Ltd | 155,557 | $13.5M | 0.05% | −1,292−0.8% | Reduced |
| M&T Bank Corp | 155,601 | $13.5M | 0.06% | −4,099−2.6% | Reduced |
| Liontrust Investment Partners LLP | 160,000 | $13.9M | 0.17% | +160,000 | New |
| Treasurer of the State of North Carolina | 160,169 | $13.9M | 0.07% | −990−0.6% | Reduced |
| Storebrand Asset Management AS | 164,146 | $14.3M | 0.06% | +1,232+0.8% | Added |
| Altrinsic Global Advisors LLC | 165,024 | $14.4M | 0.46% | −28,933−14.9% | Reduced |
| Voya Investment Management LLC | 165,443 | $14.4M | 0.03% | −8,190−4.7% | Reduced |
| Alphinity Investment Management Pty Ltd | 166,639 | $14.5M | 0.33% | −1,426,328−89.5% | Reduced |
| QVIDTVM Management LLC | 168,657 | $14.7M | 8.36% | +168,657 | New |
| Woodline Partners LP | 169,331 | $14.7M | 0.22% | +169,331 | New |
| Varma Mutual Pension Insurance Co | 170,000 | $14.8M | 0.22% | +20,000+13.3% | Added |
| Ensign Peak Advisors, Inc | 170,542 | $14.8M | 0.03% | +57,095+50.3% | Added |
| Pinebridge Investments, L.P. | 170,621 | $14.9M | 0.15% | +579+0.3% | Added |
| Davidson Investment Advisors | 173,148 | $15.1M | 1.08% | −171−0.1% | Reduced |
| US Bancorp | 176,753 | $15.4M | 0.02% | −5,416−3.0% | Reduced |
| Korea Investment CORP | 178,750 | $15.6M | 0.04% | +7,900+4.6% | Added |
| Asset Management One Co.,Ltd. | 179,531 | $15.6M | 0.05% | −4,255−2.3% | Reduced |
| Comgest Global Investors S.A.S. | 180,815 | $15.7M | 0.21% | +15,164+9.2% | Added |
| Qube Research & Technologies Ltd | 184,922 | $16.1M | 0.12% | +6,596+3.7% | Added |
| AXA S.A. | 189,655 | $16.5M | 0.04% | −23,066−10.8% | Reduced |
| DekaBank Deutsche Girozentrale | 191,995 | $16.6M | 0.04% | −46,810−19.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 195,285 | $16.7M | 0.07% | +24,761+14.5% | Added |
| Border to Coast Pensions Partnership Ltd | 193,626 | $16.8M | 0.57% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 199,290 | $17.4M | 0.08% | +190,965+2,293.9% | Added |
| Worldquant Millennium Advisors LLC | 199,872 | $17.4M | 0.35% | +30,565+18.1% | Added |
| Broadcrest Asset Management, LLC | 200,000 | $17.4M | 12.60% | +200,000 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 206,284 | $18.0M | 0.04% | −219,177−51.5% | Reduced |
| Andra AP-fonden | 206,500 | $18.0M | 0.37% | +33,100+19.1% | Added |
| NN Investment Partners Holdings N.V. | 211,807 | $18.4M | 0.09% | +110,420+108.9% | Added |
| Carnegie Capital Asset Management, LLC | 212,508 | $18.5M | 0.61% | +25,578+13.7% | Added |
| State of New Jersey Common Pension Fund D | 230,489 | $20.1M | 0.06% | −3,880−1.7% | Reduced |
| Public Employees Retirement System of Ohio | 236,691 | $20.6M | 0.07% | −11,915−4.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 238,155 | $20.7M | 0.04% | −25,526−9.7% | Reduced |
| London & Capital Asset Management Ltd | 239,226 | $20.8M | 1.28% | +21,399+9.8% | Added |
| Envestnet Asset Management Inc | 241,261 | $21.0M | 0.01% | +36,636+17.9% | Added |
| Raymond James & Associates | 241,901 | $21.1M | 0.02% | −26,557−9.9% | Reduced |
| Rheos Capital Works Inc. | 242,000 | $21.1M | 0.92% | 00.0% | Unchanged |
| SEI Investments Co | 242,680 | $21.2M | 0.04% | +82,007+51.0% | Added |
| Moody Lynn & Lieberson, LLC | 249,264 | $21.7M | 1.46% | +354+0.1% | Added |
| Toronto Dominion Bank | 250,956 | $21.9M | 0.03% | −218,980−46.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 255,735 | $22.1M | 0.11% | +28,768+12.7% | Added |
| MAI Capital Management | 256,018 | $22.3M | 0.36% | +8,042+3.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 258,222 | $22.5M | 0.07% | −7,296−2.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 261,471 | $22.6M | 0.29% | +261,471 | New |
| CIBC World Markets Corp | 267,491 | $23.3M | 0.12% | +243,432+1,011.8% | Added |
| Man Group plc | 269,819 | $23.5M | 0.08% | +215,046+392.6% | Added |
| Nippon Life Global Investors Americas, Inc. | 270,480 | $23.6M | 1.11% | −58,440−17.8% | Reduced |
| Citigroup Inc | 275,253 | $24.0M | 0.02% | +49,787+22.1% | Added |
| Impax Asset Management Group plc | 294,987 | $25.7M | 0.09% | +111,540+60.8% | Added |
| Prio Wealth Limited Partnership | 295,241 | $25.7M | 0.79% | +2,695+0.9% | Added |
| Clean Energy Transition LLP | 295,299 | $25.7M | 3.92% | +295,299 | New |
| Rathbone Brothers plc | 301,789 | $26.3M | 0.26% | +21,093+7.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 305,401 | $26.6M | 0.27% | −55,001−15.3% | Reduced |
| Lord, Abbett & Co. LLC | 309,972 | $27.0M | 0.06% | +309,972 | New |
| Connecticut Wealth Management, LLC | 312,173 | $27.2M | 2.11% | −466−0.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 314,400 | $27.4M | 0.16% | +7,700+2.5% | Added |
| Welch & Forbes LLC | 320,568 | $27.9M | 0.42% | −18,227−5.4% | Reduced |
| Millennium Management LLC | 341,889 | $29.8M | 0.03% | −402,900−54.1% | Reduced |
| Voloridge Investment Management, LLC | 349,339 | $30.4M | 0.17% | −110,525−24.0% | Reduced |
| Great West Life Assurance Co | 361,196 | $31.4M | 0.06% | +15,389+4.5% | Added |
| Marshall Wace, LLP | 366,725 | $31.9M | 0.06% | +366,725 | New |
| APG Asset Management N.V. | 419,004 | $32.1M | 0.05% | −62,446−13.0% | Reduced |
| Main Street Research LLC | 369,843 | $32.2M | 2.49% | +17,798+5.1% | Added |
| Canada Pension Plan Investment Board | 381,941 | $33.3M | 0.04% | −81,829−17.6% | Reduced |
| Victory Capital Management Inc | 383,609 | $33.4M | 0.03% | +15,605+4.2% | Added |
| Factory Mutual Insurance Co | 412,500 | $33.4M | 0.48% | −93,100−18.4% | Reduced |
| Clark Capital Management Group, Inc. | 411,688 | $35.8M | 0.44% | +88,887+27.5% | Added |
| HSBC Holdings PLC | 458,319 | $39.8M | 0.04% | −21,052−4.4% | Reduced |
| New York State Teachers Retirement System | 467,749 | $40.7M | 0.08% | +24,776+5.6% | Added |
| Candriam Luxembourg S.C.A. | 468,402 | $40.8M | 0.26% | +96,737+26.0% | Added |
| Pictet & Cie (Europe) SA | 471,196 | $41.0M | 1.40% | +4,773+1.0% | Added |
| Banque Pictet & Cie SA | 478,990 | $41.7M | 0.31% | +126,556+35.9% | Added |
| First Trust Advisors LP | 479,307 | $41.7M | 0.04% | −36,384−7.1% | Reduced |
| Allianz Asset Management GmbH | 510,974 | $44.5M | 0.03% | +70,424+16.0% | Added |
| State Board of Administration of Florida Retirement System | 516,518 | $45.0M | 0.08% | −6,199−1.2% | Reduced |
| Principal Financial Group Inc | 517,620 | $45.1M | 0.03% | −18,885−3.5% | Reduced |