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 |
|---|---|---|---|---|---|
| Lazard Freres Gestion S.A.S. | 0 | $0 | 0.00% | −1,329,531−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −506,664−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −460,939−100.0% | Sold out |
| Lansdowne Partners (UK) LLP | 0 | $0 | 0.00% | −249,942−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −233,360−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −202,092−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −170,426−100.0% | Sold out |
| General American Investors Co Inc | 0 | $0 | 0.00% | −159,085−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −121,492−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −111,292−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −97,105−100.0% | Sold out |
| Bright Rock Capital Management, LLC | 0 | $0 | 0.00% | −82,000−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −74,050−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −64,001−100.0% | Sold out |
| Martin Investment Management, LLC | 0 | $0 | 0.00% | −63,511−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −34,700−100.0% | Sold out |
| Albar Capital Ltd | 0 | $0 | 0.00% | −33,773−100.0% | Sold out |
| Birch Run Capital Advisors, LP | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −28,683−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −21,384−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −21,222−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −18,121−100.0% | Sold out |
| Matthew Goff Investment Advisor, LLC | 0 | $0 | 0.00% | −17,908−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −14,856−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,602−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −9,177−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −8,233−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,779−100.0% | Sold out |
| Southport Management, L.L.C. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −5,029−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Hutchinson Capital Management | 0 | $0 | 0.00% | −4,533−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −4,039−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −3,603−100.0% | Sold out |
| Nichols & Pratt Advisers LLP | 0 | $0 | 0.00% | −3,467−100.0% | Sold out |
| Cliftonlarsonallen Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,388−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −3,103−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,078−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,924−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −2,839−100.0% | Sold out |
| Douglas Lane & Associates, LLC | 0 | $0 | 0.00% | −2,796−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| Berkshire Bank | 0 | $0 | 0.00% | −2,478−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −2,436−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,981−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,708−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,166−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,146−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −854−100.0% | Sold out |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −751−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −736−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −942−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Ironwood Financial, llc | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Ade, LLC | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −252−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Carderock Capital Management Inc | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Sawyer & Company, Inc | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Robinson Value Management, Ltd. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Marshall Wace Asia Ltd | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Farr Miller & Washington LLC | – | – | – | – | Not filed |
| Hexavest Inc. | – | – | – | – | Not filed |
| Alexandria Capital, LLC | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| NorthCoast Asset Management LLC | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Security National Trust Co | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Eudaimonia Partners, LLC | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |