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 |
|---|---|---|---|---|---|
| Tiaa, FSB | 19,288 | $1.68M | 0.01% | −539−2.7% | Reduced |
| Triangle Securities Wealth Management | 19,251 | $1.68M | 0.52% | −11−0.1% | Reduced |
| Echo Street Capital Management LLC | 19,343 | $1.68M | 0.01% | +15,385+388.7% | Added |
| E. Ohman J:or Asset Management AB | 19,500 | $1.70M | 0.05% | 00.0% | Unchanged |
| Gabelli Funds LLC | 19,500 | $1.70M | 0.01% | −1,500−7.1% | Reduced |
| Phraction Management LLC | 20,050 | $1.75M | 1.06% | +20,050 | New |
| Burney Co | 20,119 | $1.75M | 0.08% | −111−0.5% | Reduced |
| Ethic Inc. | 20,207 | $1.76M | 0.14% | +4,602+29.5% | Added |
| Advisors Asset Management, Inc. | 20,296 | $1.77M | 0.03% | −1,057−5.0% | Reduced |
| TBH Global Asset Management, LLC | 20,404 | $1.78M | 0.37% | −224−1.1% | Reduced |
| Connable Office Inc | 21,328 | $1.86M | 0.24% | −603−2.7% | Reduced |
| Dearborn Partners LLC | 21,349 | $1.86M | 0.07% | −11,187−34.4% | Reduced |
| Engineers Gate Manager LP | 21,430 | $1.87M | 0.08% | −5,851−21.4% | Reduced |
| YHB Investment Advisors, Inc. | 21,486 | $1.87M | 0.15% | +781+3.8% | Added |
| Raymond James Trust N.A. | 21,967 | $1.91M | 0.06% | −1,409−6.0% | Reduced |
| Woodstock Corp | 22,089 | $1.92M | 0.20% | −183−0.8% | Reduced |
| LGT Group Foundation | 22,344 | $1.95M | 0.05% | +22,344 | New |
| Telos Capital Management, Inc. | 22,610 | $1.97M | 0.25% | −411−1.8% | Reduced |
| Shell Asset Management Co | 23,042 | $2.01M | 0.04% | +6,084+35.9% | Added |
| Steward Partners Investment Advisory, LLC | 23,278 | $2.03M | 0.03% | −51−0.2% | Reduced |
| Liberty Capital Management, Inc. | 23,579 | $2.05M | 0.55% | +23,579 | New |
| AlphaCrest Capital Management LLC | 23,640 | $2.06M | 0.08% | −12,987−35.5% | Reduced |
| Seascape Capital Management | 23,640 | $2.06M | 0.97% | +2,601+12.4% | Added |
| Hartford Financial Management Inc. | 23,868 | $2.08M | 0.48% | −151−0.6% | Reduced |
| Desjardins Global Asset Management Inc. | 23,867 | $2.08M | 0.18% | +23,867 | New |
| J.P. Marvel Investment Advisors, LLC | 24,263 | $2.11M | 0.41% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 25,172 | $2.17M | 0.17% | −200−0.8% | Reduced |
| HighTower Trust Services, LTA | 25,184 | $2.19M | 0.21% | +64+0.3% | Added |
| Pearl River Capital, LLC | 25,229 | $2.20M | 0.59% | −30,613−54.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,331 | $2.21M | 0.05% | +130+0.5% | Added |
| Hantz Financial Services, Inc. | 25,419 | $2.21M | 0.06% | −821−3.1% | Reduced |
| Kentucky Retirement Systems | 25,575 | $2.23M | 0.09% | +80.0% | Added |
| JB Capital LLC | 25,652 | $2.23M | 0.22% | −1,854−6.7% | Reduced |
| Alberta Investment Management Corp | 25,935 | $2.26M | 0.01% | +25,935 | New |
| New Mexico Educational Retirement Board | 26,108 | $2.27M | 0.08% | −300−1.1% | Reduced |
| Aigen Investment Management, LP | 26,900 | $2.27M | 0.14% | −2,726−9.2% | Reduced |
| Louisiana State Employees Retirement System | 26,600 | $2.32M | 0.05% | 00.0% | Unchanged |
| Xponance, Inc. | 26,711 | $2.33M | 0.04% | +5,038+23.2% | Added |
| Bayesian Capital Management, LP | 26,851 | $2.34M | 0.74% | +22,751+554.9% | Added |
| Mariner, LLC | 27,153 | $2.36M | 0.01% | +4,047+17.5% | Added |
| Mercer Global Advisors Inc | 27,794 | $2.42M | 0.01% | −3,691−11.7% | Reduced |
| Crossmark Global Holdings, Inc. | 27,829 | $2.42M | 0.05% | +3,621+15.0% | Added |
| Okabena Investment Services Inc | 28,015 | $2.44M | 0.93% | +75+0.3% | Added |
| Eqis Capital Management, Inc. | 28,073 | $2.44M | 0.18% | −877−3.0% | Reduced |
| Silvercrest Asset Management Group LLC | 28,096 | $2.45M | 0.02% | −1,128−3.9% | Reduced |
| Evercore Wealth Management, LLC | 28,214 | $2.46M | 0.04% | −585−2.0% | Reduced |
| Mackenzie Financial Corp | 28,480 | $2.48M | 0.00% | −937−3.2% | Reduced |
| Close Asset Management Ltd | 28,674 | $2.50M | 0.09% | −1,620−5.3% | Reduced |
| Heritage Investors Management Corp | 28,694 | $2.50M | 0.10% | −324−1.1% | Reduced |
| Twin Tree Management, LP | 28,759 | $2.50M | 0.06% | −12,773−30.8% | Reduced |
| Abeille Asset Management SA | 29,208 | $2.54M | 0.59% | +29,208 | New |
| Captrust Financial Advisors | 29,474 | $2.57M | 0.02% | +1,341+4.8% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2.57M | 1.10% | −4,000−11.9% | Reduced |
| Applied Research Investments, LLC | 29,615 | $2.58M | 0.85% | +2,202+8.0% | Added |
| Daiwa Securities Group Inc. | 29,701 | $2.59M | 0.02% | −23,546−44.2% | Reduced |
| BTR Capital Management Inc | 29,749 | $2.59M | 0.29% | +2,447+9.0% | Added |
| AMG National Trust Bank | 30,103 | $2.62M | 0.08% | −601−2.0% | Reduced |
| Nordea Investment Management AB | 30,799 | $2.66M | 0.00% | −30,747−50.0% | Reduced |
| Elo Mutual Pension Insurance Co | 30,961 | $2.70M | 0.07% | +2,053+7.1% | Added |
| Shelter Mutual Insurance Co | 31,200 | $2.72M | 0.70% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 31,307 | $2.73M | 0.11% | −3,886−11.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 31,557 | $2.75M | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 31,658 | $2.76M | 0.03% | −2,130−6.3% | Reduced |
| Tower Research Capital LLC (TRC) | 32,099 | $2.79M | 0.05% | +18,146+130.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,143 | $2.80M | 0.01% | −1,306−3.9% | Reduced |
| Private Advisor Group, LLC | 32,156 | $2.80M | 0.02% | −14,975−31.8% | Reduced |
| Maryland State Retirement & Pension System | 32,336 | $2.81M | 0.07% | 00.0% | Unchanged |
| KBC Group NV | 32,661 | $2.84M | 0.01% | −19,618−37.5% | Reduced |
| Sandy Spring Bank | 33,105 | $2.88M | 0.14% | +46+0.1% | Added |
| Brown Brothers Harriman & Co | 33,160 | $2.89M | 0.02% | −475−1.4% | Reduced |
| Pacer Advisors, Inc. | 33,687 | $2.93M | 0.03% | −14,249−29.7% | Reduced |
| Aureus Asset Management, LLC | 33,683 | $2.93M | 0.18% | +5,300+18.7% | Added |
| Oregon Public Employees Retirement Fund | 34,661 | $3.02M | 0.03% | +850+2.5% | Added |
| Allstate Corp | 35,248 | $3.07M | 0.06% | +25,564+264.0% | Added |
| MML Investors Services, LLC | 35,473 | $3.09M | 0.02% | +1,863+5.5% | Added |
| Securian Asset Management, Inc | 35,650 | $3.10M | 0.06% | −682−1.9% | Reduced |
| William Allan, LLC | 35,877 | $3.12M | 2.22% | +35,877 | New |
| Norinchukin Bank, The | 36,236 | $3.15M | 0.04% | −396−1.1% | Reduced |
| Wesbanco Bank Inc | 36,573 | $3.18M | 0.11% | +404+1.1% | Added |
| Pendal Group Limited | 37,008 | $3.22M | 0.03% | +9,761+35.8% | Added |
| Tredje AP-fonden | 37,478 | $3.26M | 0.06% | +7,588+25.4% | Added |
| Chartwell Investment Partners, LLC | 38,041 | $3.31M | 0.10% | +3,020+8.6% | Added |
| GM Advisory Group, Inc. | 38,597 | $3.36M | 0.30% | 00.0% | Unchanged |
| Creative Planning | 38,726 | $3.37M | 0.01% | −38,794−50.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 39,325 | $3.40M | 0.05% | +27,714+238.7% | Added |
| Tufton Capital Management | 39,033 | $3.40M | 0.52% | −6,046−13.4% | Reduced |
| Cacti Asset Management LLC | 40,050 | $3.49M | 0.28% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 40,112 | $3.49M | 0.04% | 00.0% | Unchanged |
| M. Kraus & Co | 40,689 | $3.54M | 1.13% | +2,626+6.9% | Added |
| Blueshift Asset Management, LLC | 40,691 | $3.54M | 0.31% | +13,470+49.5% | Added |
| Scotia Capital Inc. | 42,361 | $3.69M | 0.02% | +4,935+13.2% | Added |
| Ingalls & Snyder LLC | 42,669 | $3.71M | 0.17% | −490−1.1% | Reduced |
| Baird Financial Group, Inc. | 42,808 | $3.73M | 0.01% | +142+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 42,852 | $3.73M | 0.01% | +7,374+20.8% | Added |
| Cresset Asset Management, LLC | 42,865 | $3.73M | 0.04% | +1,190+2.9% | Added |
| Hartford Investment Management Co | 43,096 | $3.75M | 0.09% | +3,126+7.8% | Added |
| Farmers & Merchants Investments Inc | 43,165 | $3.76M | 0.14% | −990−2.2% | Reduced |
| Jefferies Group LLC | 43,874 | $3.82M | 0.07% | +29,674+209.0% | Added |
| FIL Ltd | 45,669 | $3.98M | 0.00% | −12,850−22.0% | Reduced |
| Gateway Investment Advisers LLC | 46,468 | $4.05M | 0.04% | −455−1.0% | Reduced |