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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 479,307 | $41.7M | 0.04% | −36,384−7.1% | Reduced |
| Banque Pictet & Cie SA | 478,990 | $41.7M | 0.31% | +126,556+35.9% | Added |
| Pictet & Cie (Europe) SA | 471,196 | $41.0M | 1.40% | +4,773+1.0% | Added |
| Candriam Luxembourg S.C.A. | 468,402 | $40.8M | 0.26% | +96,737+26.0% | Added |
| New York State Teachers Retirement System | 467,749 | $40.7M | 0.08% | +24,776+5.6% | Added |
| HSBC Holdings PLC | 458,319 | $39.8M | 0.04% | −21,052−4.4% | Reduced |
| Clark Capital Management Group, Inc. | 411,688 | $35.8M | 0.44% | +88,887+27.5% | Added |
| Factory Mutual Insurance Co | 412,500 | $33.4M | 0.48% | −93,100−18.4% | Reduced |
| Victory Capital Management Inc | 383,609 | $33.4M | 0.03% | +15,605+4.2% | Added |
| Canada Pension Plan Investment Board | 381,941 | $33.3M | 0.04% | −81,829−17.6% | Reduced |
| Main Street Research LLC | 369,843 | $32.2M | 2.49% | +17,798+5.1% | Added |
| APG Asset Management N.V. | 419,004 | $32.1M | 0.05% | −62,446−13.0% | Reduced |
| Marshall Wace, LLP | 366,725 | $31.9M | 0.06% | +366,725 | New |
| Great West Life Assurance Co | 361,196 | $31.4M | 0.06% | +15,389+4.5% | Added |
| Voloridge Investment Management, LLC | 349,339 | $30.4M | 0.17% | −110,525−24.0% | Reduced |
| Millennium Management LLC | 341,889 | $29.8M | 0.03% | −402,900−54.1% | Reduced |
| Welch & Forbes LLC | 320,568 | $27.9M | 0.42% | −18,227−5.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 314,400 | $27.4M | 0.16% | +7,700+2.5% | Added |
| Connecticut Wealth Management, LLC | 312,173 | $27.2M | 2.11% | −466−0.1% | Reduced |
| Lord, Abbett & Co. LLC | 309,972 | $27.0M | 0.06% | +309,972 | New |
| Vaughan Nelson Investment Management, L.P. | 305,401 | $26.6M | 0.27% | −55,001−15.3% | Reduced |
| Rathbone Brothers plc | 301,789 | $26.3M | 0.26% | +21,093+7.5% | Added |
| Clean Energy Transition LLP | 295,299 | $25.7M | 3.92% | +295,299 | New |
| Prio Wealth Limited Partnership | 295,241 | $25.7M | 0.79% | +2,695+0.9% | Added |
| Impax Asset Management Group plc | 294,987 | $25.7M | 0.09% | +111,540+60.8% | Added |
| Citigroup Inc | 275,253 | $24.0M | 0.02% | +49,787+22.1% | Added |
| Nippon Life Global Investors Americas, Inc. | 270,480 | $23.6M | 1.11% | −58,440−17.8% | Reduced |
| Man Group plc | 269,819 | $23.5M | 0.08% | +215,046+392.6% | Added |
| CIBC World Markets Corp | 267,491 | $23.3M | 0.12% | +243,432+1,011.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 261,471 | $22.6M | 0.29% | +261,471 | New |
| Chevy Chase Trust Holdings, Inc. | 258,222 | $22.5M | 0.07% | −7,296−2.7% | Reduced |
| MAI Capital Management | 256,018 | $22.3M | 0.36% | +8,042+3.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 255,735 | $22.1M | 0.11% | +28,768+12.7% | Added |
| Toronto Dominion Bank | 250,956 | $21.9M | 0.03% | −218,980−46.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 249,264 | $21.7M | 1.46% | +354+0.1% | Added |
| SEI Investments Co | 242,680 | $21.2M | 0.04% | +82,007+51.0% | Added |
| Rheos Capital Works Inc. | 242,000 | $21.1M | 0.92% | 00.0% | Unchanged |
| Raymond James & Associates | 241,901 | $21.1M | 0.02% | −26,557−9.9% | Reduced |
| Envestnet Asset Management Inc | 241,261 | $21.0M | 0.01% | +36,636+17.9% | Added |
| London & Capital Asset Management Ltd | 239,226 | $20.8M | 1.28% | +21,399+9.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 238,155 | $20.7M | 0.04% | −25,526−9.7% | Reduced |
| Public Employees Retirement System of Ohio | 236,691 | $20.6M | 0.07% | −11,915−4.8% | Reduced |
| State of New Jersey Common Pension Fund D | 230,489 | $20.1M | 0.06% | −3,880−1.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 212,508 | $18.5M | 0.61% | +25,578+13.7% | Added |
| NN Investment Partners Holdings N.V. | 211,807 | $18.4M | 0.09% | +110,420+108.9% | Added |
| Andra AP-fonden | 206,500 | $18.0M | 0.37% | +33,100+19.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 206,284 | $18.0M | 0.04% | −219,177−51.5% | Reduced |
| Broadcrest Asset Management, LLC | 200,000 | $17.4M | 12.60% | +200,000 | New |
| Worldquant Millennium Advisors LLC | 199,872 | $17.4M | 0.35% | +30,565+18.1% | Added |
| Squarepoint Ops LLC | 199,290 | $17.4M | 0.08% | +190,965+2,293.9% | Added |
| Border to Coast Pensions Partnership Ltd | 193,626 | $16.8M | 0.57% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 195,285 | $16.7M | 0.07% | +24,761+14.5% | Added |
| DekaBank Deutsche Girozentrale | 191,995 | $16.6M | 0.04% | −46,810−19.6% | Reduced |
| AXA S.A. | 189,655 | $16.5M | 0.04% | −23,066−10.8% | Reduced |
| Qube Research & Technologies Ltd | 184,922 | $16.1M | 0.12% | +6,596+3.7% | Added |
| Comgest Global Investors S.A.S. | 180,815 | $15.7M | 0.21% | +15,164+9.2% | Added |
| Asset Management One Co.,Ltd. | 179,531 | $15.6M | 0.05% | −4,255−2.3% | Reduced |
| Korea Investment CORP | 178,750 | $15.6M | 0.04% | +7,900+4.6% | Added |
| US Bancorp | 176,753 | $15.4M | 0.02% | −5,416−3.0% | Reduced |
| Davidson Investment Advisors | 173,148 | $15.1M | 1.08% | −171−0.1% | Reduced |
| Pinebridge Investments, L.P. | 170,621 | $14.9M | 0.15% | +579+0.3% | Added |
| Ensign Peak Advisors, Inc | 170,542 | $14.8M | 0.03% | +57,095+50.3% | Added |
| Varma Mutual Pension Insurance Co | 170,000 | $14.8M | 0.22% | +20,000+13.3% | Added |
| Woodline Partners LP | 169,331 | $14.7M | 0.22% | +169,331 | New |
| QVIDTVM Management LLC | 168,657 | $14.7M | 8.36% | +168,657 | New |
| Alphinity Investment Management Pty Ltd | 166,639 | $14.5M | 0.33% | −1,426,328−89.5% | Reduced |
| Voya Investment Management LLC | 165,443 | $14.4M | 0.03% | −8,190−4.7% | Reduced |
| Altrinsic Global Advisors LLC | 165,024 | $14.4M | 0.46% | −28,933−14.9% | Reduced |
| Storebrand Asset Management AS | 164,146 | $14.3M | 0.06% | +1,232+0.8% | Added |
| Treasurer of the State of North Carolina | 160,169 | $13.9M | 0.07% | −990−0.6% | Reduced |
| Liontrust Investment Partners LLP | 160,000 | $13.9M | 0.17% | +160,000 | New |
| M&T Bank Corp | 155,601 | $13.5M | 0.06% | −4,099−2.6% | Reduced |
| Royal London Asset Management Ltd | 155,557 | $13.5M | 0.05% | −1,292−0.8% | Reduced |
| MUFG Americas Holdings Corp | 154,637 | $13.5M | 0.25% | +900+0.6% | Added |
| United Capital Financial Advisers, LLC | 153,339 | $13.4M | 0.06% | −3,465−2.2% | Reduced |
| TD Asset Management Inc | 151,997 | $13.2M | 0.01% | −6,660−4.2% | Reduced |
| Scopus Asset Management, L.P. | 151,411 | $13.2M | 0.38% | −3,897−2.5% | Reduced |
| Winton Group Ltd | 151,160 | $13.2M | 0.80% | +6,992+4.8% | Added |
| Standard Life Aberdeen plc | 149,901 | $13.1M | 0.03% | −2,381−1.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 146,892 | $12.8M | 0.06% | −2,434−1.6% | Reduced |
| Stifel Financial Corp | 146,696 | $12.8M | 0.02% | +1,625+1.1% | Added |
| Cubist Systematic Strategies, LLC | 143,054 | $12.5M | 0.12% | −65,431−31.4% | Reduced |
| Susquehanna International Group, LLP | 142,490 | $12.4M | 0.02% | −12,232−7.9% | Reduced |
| Commonwealth Equity Services, LLC | 142,017 | $12.4M | 0.03% | −2,883−2.0% | Reduced |
| Retirement Systems of Alabama | 140,746 | $12.3M | 0.04% | −5,812−4.0% | Reduced |
| Tocqueville Asset Management L.P. | 140,337 | $12.2M | 0.17% | −882−0.6% | Reduced |
| American International Group, Inc. | 139,421 | $12.1M | 0.06% | −1,642−1.2% | Reduced |
| Tudor Investment Corp Et Al | 137,499 | $12.0M | 0.23% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 138,049 | $11.8M | 0.09% | −7,338−5.0% | Reduced |
| Reilly Financial Advisors, LLC | 135,399 | $11.8M | 0.88% | +135,399 | New |
| EFG Asset Management (Americas) Corp. | 130,603 | $11.4M | 1.92% | −1,631−1.2% | Reduced |
| Cartenna Capital, LP | 125,000 | $10.9M | 4.12% | +125,000 | New |
| Copeland Capital Management, LLC | 124,700 | $10.9M | 0.28% | +107,461+623.4% | Added |
| Trexquant Investment LP | 123,357 | $10.7M | 0.66% | +79,248+179.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 121,363 | $10.6M | 1.59% | +5,762+5.0% | Added |
| 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 |
| Illinois Municipal Retirement Fund | 120,296 | $10.5M | 0.29% | −2,621−2.1% | Reduced |
| Bradley Foster & Sargent Inc | 116,604 | $10.2M | 0.21% | +1,309+1.1% | Added |
| Amica Mutual Insurance Co | 116,316 | $10.1M | 0.86% | 00.0% | Unchanged |