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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 538,743 | $46.9M | 0.21% | +148,380+38.0% | Added |
| Assenagon Asset Management S.A. | 546,663 | $47.6M | 0.18% | −504,034−48.0% | Reduced |
| National Pension Service | 550,799 | $48.0M | 0.08% | −36,188−6.2% | Reduced |
| Bank of Montreal | 555,712 | $48.0M | 0.03% | +115,994+26.4% | Added |
| PGGM Investments | 565,952 | $49.3M | 0.25% | −135,257−19.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 580,013 | $50.5M | 0.11% | +9,559+1.7% | Added |
| New York State Common Retirement Fund | 583,795 | $50.8M | 0.05% | −20,094−3.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 606,173 | $52.8M | 0.06% | +606,173 | New |
| The PNC Financial Services Group, Inc. | 610,437 | $53.1M | 0.04% | −9,290−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 611,934 | $53.2M | 0.03% | −68,244−10.0% | Reduced |
| Eaton Vance Management | 620,455 | $54.0M | 0.07% | −1,283−0.2% | Reduced |
| Railway Pension Investments Ltd | 622,400 | $54.2M | 0.40% | +29,700+5.0% | Added |
| Renaissance Technologies LLC | 636,994 | $55.5M | 0.07% | −1,553,806−70.9% | Reduced |
| Amundi | 657,308 | $56.4M | 0.04% | +368,430+127.5% | Added |
| HighTower Advisors, LLC | 657,146 | $57.2M | 0.13% | +176,037+36.6% | Added |
| Adage Capital Partners GP, L.L.C. | 657,243 | $57.2M | 0.10% | −172,661−20.8% | Reduced |
| UBS Group AG | 659,141 | $57.4M | 0.02% | −7,585−1.1% | Reduced |
| Rhumbline Advisers | 676,008 | $58.9M | 0.07% | +2,829+0.4% | Added |
| D. E. Shaw & Co., Inc. | 713,726 | $62.1M | 0.08% | −698,049−49.4% | Reduced |
| Two Sigma Investments, LP | 750,045 | $65.3M | 0.16% | +21,492+2.9% | Added |
| California State Teachers Retirement System | 754,772 | $65.7M | 0.08% | +1,615+0.2% | Added |
| Holocene Advisors, LP | 755,987 | $65.8M | 0.35% | +755,987 | New |
| Franklin Resources Inc | 760,648 | $66.2M | 0.02% | −22,395−2.9% | Reduced |
| Thornburg Investment Management Inc | 764,514 | $66.6M | 0.78% | +303,048+65.7% | Added |
| Nissay Asset Management Corp | 777,071 | $67.7M | 0.52% | −7,623−1.0% | Reduced |
| AQR Capital Management LLC | 783,689 | $67.8M | 0.12% | +210,803+36.8% | Added |
| Federated Hermes, Inc. | 798,055 | $69.5M | 0.13% | −173,264−17.8% | Reduced |
| Fayez Sarofim & Co | 815,900 | $71.0M | 0.21% | −12,485−1.5% | Reduced |
| Russell Investments Group, Ltd. | 848,219 | $73.7M | 0.12% | +94,394+12.5% | Added |
| Guinness Asset Management LTD | 881,233 | $76.7M | 3.00% | +132,481+17.7% | Added |
| California Public Employees Retirement System | 915,261 | $79.7M | 0.05% | −46,481−4.8% | Reduced |
| Wells Fargo & Company | 951,857 | $82.9M | 0.02% | −582,396−38.0% | Reduced |
| Prudential Financial Inc | 1,006,660 | $83.3M | 0.10% | −5,393−0.5% | Reduced |
| Two Sigma Advisers, LP | 1,005,100 | $87.5M | 0.22% | +408,400+68.4% | Added |
| Brown Advisory Inc | 1,050,037 | $91.4M | 0.11% | +10,534+1.0% | Added |
| Aviva PLC | 1,069,691 | $93.1M | 0.39% | −45,386−4.1% | Reduced |
| Artisan Partners Limited Partnership | 1,070,962 | $93.2M | 0.11% | −849,167−44.2% | Reduced |
| Neuberger Berman Group LLC | 1,079,635 | $93.6M | 0.07% | +275,066+34.2% | Added |
| Pictet Asset Management SA | 1,113,921 | $97.0M | 0.10% | +19,455+1.8% | Added |
| Fisher Asset Management, LLC | 1,121,739 | $97.7M | 0.05% | −82,573−6.9% | Reduced |
| Jennison Associates LLC | 1,132,616 | $98.6M | 0.06% | −242,108−17.6% | Reduced |
| Putnam Investments LLC | 1,159,367 | $100.9M | 0.14% | −34,335−2.9% | Reduced |
| Parametric Portfolio Associates LLC | 1,290,008 | $112.3M | 0.06% | +33,293+2.6% | Added |
| Caisse de Depot Et Placement du Quebec | 1,294,857 | $112.7M | 0.24% | −347,200−21.1% | Reduced |
| Formuepleje A/S | 1,476,864 | $128.6M | 4.89% | +45,975+3.2% | Added |
| Deutsche Bank AG | 1,502,202 | $130.8M | 0.06% | −48,917−3.2% | Reduced |
| Ameriprise Financial Inc | 1,505,451 | $131.0M | 0.04% | +1,169,482+348.1% | Added |
| Arrowstreet Capital, Limited Partnership | 1,506,132 | $131.1M | 0.16% | −33,200−2.2% | Reduced |
| Omers Administration Corp | 1,514,148 | $131.8M | 1.71% | 00.0% | Unchanged |
| Menora Mivtachim Holdings Ltd. | 1,524,000 | $132.7M | 1.80% | −455,000−23.0% | Reduced |
| Swiss National Bank | 1,541,057 | $134.2M | 0.08% | −71,000−4.4% | Reduced |
| Royal Bank of Canada | 1,666,108 | $145.1M | 0.04% | −230,029−12.1% | Reduced |
| Primecap Management Co | 1,691,731 | $147.3M | 0.10% | +18,570+1.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,716,399 | $149.4M | 0.09% | −207,528−10.8% | Reduced |
| UBS Asset Management Americas Inc | 1,729,606 | $150.6M | 0.06% | +99,403+6.1% | Added |
| Nuveen Asset Management, LLC | 1,818,967 | $158.4M | 0.05% | −39,103−2.1% | Reduced |
| Morgan Stanley | 1,975,238 | $172.0M | 0.02% | −739,154−27.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,987,784 | $173.1M | 0.05% | −41,318−2.0% | Reduced |
| Credit Suisse AG | 2,023,652 | $176.2M | 0.14% | +84,775+4.4% | Added |
| Goldman Sachs Group Inc | 2,069,382 | $180.2M | 0.04% | −359,549−14.8% | Reduced |
| State of Wisconsin Investment Board | 2,082,883 | $181.4M | 0.35% | +198,039+10.5% | Added |
| Los Angeles Capital Management LLC | 2,276,023 | $198.2M | 0.74% | −709,106−23.8% | Reduced |
| London Co of Virginia | 2,288,209 | $199.2M | 1.00% | −93,201−3.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,344,640 | $204.1M | 0.98% | +30,591+1.3% | Added |
| Schroder Investment Management Group | 2,393,278 | $208.4M | 0.28% | +263,610+12.4% | Added |
| Gates Capital Management, Inc. | 2,445,510 | $212.9M | 5.89% | +4,067+0.2% | Added |
| Suvretta Capital Management, LLC | 2,484,580 | $216.3M | 4.19% | −214,959−8.0% | Reduced |
| Janus Henderson Group PLC | 2,525,201 | $219.9M | 0.09% | −59,688−2.3% | Reduced |
| Vontobel Asset Management Inc | 2,491,792 | $227.4M | 1.34% | −397,190−13.7% | Reduced |
| Dimensional Fund Advisors LP | 2,656,331 | $231.3M | 0.07% | −31,496−1.2% | Reduced |
| Wellington Management Group LLP | 2,736,702 | $238.3M | 0.04% | −63,113−2.3% | Reduced |
| Lazard Asset Management LLC | 2,911,768 | $253.5M | 0.27% | +2,791,340+2,317.8% | Added |
| Legal & General Group Plc | 2,940,922 | $256.1M | 0.08% | −143,306−4.6% | Reduced |
| Clearbridge Investments, LLC | 3,023,151 | $263.2M | 0.18% | −436,305−12.6% | Reduced |
| Boston Partners | 3,178,078 | $276.5M | 0.33% | −125,973−3.8% | Reduced |
| CIBC Private Wealth Group, LLC | 3,284,467 | $286.0M | 0.59% | +11,831+0.4% | Added |
| Sarasin & Partners LLP | 3,664,378 | $319.1M | 2.91% | +174,885+5.0% | Added |
| Ako Capital LLP | 3,724,255 | $324.3M | 3.16% | −1,071,186−22.3% | Reduced |
| Price T Rowe Associates Inc | 3,756,134 | $327.0M | 0.03% | +1,062,743+39.5% | Added |
| Norges Bank | 3,849,548 | $335.2M | 0.07% | −140,657−3.5% | Reduced |
| Bank of America Corp | 4,306,519 | $375.0M | 0.04% | +111,449+2.7% | Added |
| Deccan Value Investors L.P. | 4,404,554 | $383.5M | 15.07% | −163,746−3.6% | Reduced |
| JPMorgan Chase & Co | 4,635,029 | $403.6M | 0.05% | +2,916,030+169.6% | Added |
| Northern Trust Corp | 4,795,206 | $417.5M | 0.07% | −19,423−0.4% | Reduced |
| Dodge & Cox | 5,369,897 | $467.6M | 0.29% | −356,151−6.2% | Reduced |
| Invesco Ltd. | 6,186,737 | $538.7M | 0.13% | −5,156−0.1% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 6,334,092 | $551.5M | 19.75% | +577,750+10.0% | Added |
| Bank of New York Mellon Corp | 7,051,873 | $614.0M | 0.11% | −30,296−0.4% | Reduced |
| Capital Research Global Investors | 7,361,047 | $640.9M | 0.14% | +2,6110.0% | Added |
| Alliancebernstein L.P. | 8,053,409 | $701.2M | 0.25% | +890,179+12.4% | Added |
| Geode Capital Management, LLC | 8,773,526 | $762.6M | 0.09% | +202,089+2.4% | Added |
| Fiera Capital Corp | 10,162,253 | $884.8M | 2.07% | −5,629−0.1% | Reduced |
| Massachusetts Financial Services Co | 10,947,598 | $953.2M | 0.26% | +51,646+0.5% | Added |
| FMR LLC | 15,179,611 | $1.32B | 0.10% | +449,187+3.0% | Added |
| State Street Corp | 16,979,598 | $1.48B | 0.07% | +292,558+1.8% | Added |
| BlackRock Inc. | 37,081,287 | $3.23B | 0.08% | +372,147+1.0% | Added |
| Vanguard Group Inc | 38,297,402 | $3.33B | 0.08% | −143,270−0.4% | Reduced |
| Retirement Group, LLC | 7 | – | – | +2+40.0% | Added |
| Sofos Investments, Inc. | 2,088 | – | – | +1,968+1,640.0% | Added |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −1,888,321−100.0% | Sold out |