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 |
|---|---|---|---|---|---|
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $9.98M | 0.11% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 113,748 | $9.90M | 0.04% | +45,588+66.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 111,696 | $9.72M | 0.05% | +104,686+1,493.4% | Added |
| Arizona State Retirement System | 111,043 | $9.67M | 0.07% | −2,645−2.3% | Reduced |
| Cohen Capital Management, Inc. | 111,747 | $9.66M | 1.58% | 00.0% | Unchanged |
| State of Michigan Retirement System | 106,971 | $9.31M | 0.05% | −200−0.2% | Reduced |
| Meyer Handelman Co | 105,912 | $9.22M | 0.34% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 104,716 | $9.12M | 0.02% | −638−0.6% | Reduced |
| Churchill Management Corp | 104,404 | $9.09M | 0.13% | +7,182+7.4% | Added |
| Employees Retirement System of Texas | 104,000 | $9.05M | 0.10% | −104,117−50.0% | Reduced |
| LPL Financial LLC | 103,699 | $9.03M | 0.01% | −29,234−22.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 102,022 | $8.88M | 0.03% | +7,275+7.7% | Added |
| Evoke Wealth, LLC | 102,096 | $8.88M | 0.28% | +55,021+116.9% | Added |
| CIBC Asset Management Inc | 101,871 | $8.87M | 0.03% | +5,848+6.1% | Added |
| First Manhattan Co | 101,093 | $8.80M | 0.03% | −3,022−2.9% | Reduced |
| Bahl & Gaynor Inc | 100,999 | $8.79M | 0.05% | −410.0% | Reduced |
| State of Alaska, Department of Revenue | 99,778 | $8.69M | 0.08% | −9,005−8.3% | Reduced |
| Advisor Group Holdings, Inc. | 99,393 | $8.65M | 0.02% | +8,105+8.9% | Added |
| Bank of Nova Scotia | 98,589 | $8.58M | 0.01% | −227,506−69.8% | Reduced |
| National Bank of Canada | 98,373 | $8.53M | 0.04% | +98,373 | New |
| Schwartz Investment Counsel Inc | 97,000 | $8.45M | 0.33% | 00.0% | Unchanged |
| Keybank National Association | 96,388 | $8.39M | 0.03% | −7,093−6.9% | Reduced |
| DnB Asset Management AS | 95,667 | $8.33M | 0.05% | +1,540+1.6% | Added |
| MetLife Investment Management | 93,848 | $8.17M | 0.07% | −2,543−2.6% | Reduced |
| Truist Financial Corp | 93,708 | $8.16M | 0.01% | +2,478+2.7% | Added |
| Lighthouse Investment Partners, LLC | 91,557 | $7.97M | 5.91% | +91,557 | New |
| USS Investment Management Ltd | 90,987 | $7.92M | 0.06% | 00.0% | Unchanged |
| ProShare Advisors LLC | 90,611 | $7.89M | 0.02% | +20,112+28.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 89,506 | $7.73M | 0.01% | −4,032−4.3% | Reduced |
| Nomura Asset Management Co Ltd | 88,559 | $7.71M | 0.04% | +1,319+1.5% | Added |
| Schonfeld Strategic Advisors LLC | 87,969 | $7.66M | 0.07% | +87,969 | New |
| Fundsmith Investment Services Ltd. | 87,908 | $7.65M | 4.16% | +171+0.2% | Added |
| Rockefeller Capital Management L.P. | 87,758 | $7.64M | 0.04% | −21,537−19.7% | Reduced |
| Middleton & Co Inc | 87,518 | $7.62M | 0.74% | +2,244+2.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 85,724 | $7.46M | 0.07% | −19,727−18.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 85,634 | $7.46M | 0.14% | −1,944−2.2% | Reduced |
| Commerce Bank | 84,586 | $7.37M | 0.05% | −3,164−3.6% | Reduced |
| Janney Montgomery Scott LLC | 84,195 | $7.33M | 0.03% | −6,973−7.6% | Reduced |
| Swedbank AB | 82,917 | $7.16M | 0.01% | −1,402−1.7% | Reduced |
| Brinker Capital Investments, LLC | 81,616 | $7.11M | 0.10% | −2,472−2.9% | Reduced |
| Calamos Advisors LLC | 81,258 | $7.08M | 0.03% | +3,146+4.0% | Added |
| Peapack Gladstone Financial Corp | 79,795 | $6.95M | 0.13% | +1,783+2.3% | Added |
| Natixis Advisors, L.P. | 77,695 | $6.76M | 0.03% | −615−0.8% | Reduced |
| Utah Retirement Systems | 77,352 | $6.74M | 0.08% | −400−0.5% | Reduced |
| Osborne Partners Capital Management, LLC | 76,515 | $6.66M | 0.49% | +2,883+3.9% | Added |
| Jane Street Group, LLC | 75,260 | $6.55M | 0.01% | −56,744−43.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 74,937 | $6.53M | 0.15% | +74,937 | New |
| Lincoln Capital LLC | 74,882 | $6.52M | 1.61% | +543+0.7% | Added |
| HM Payson & Co | 74,684 | $6.50M | 0.14% | −673−0.9% | Reduced |
| Yousif Capital Management, LLC | 74,620 | $6.50M | 0.07% | +74,620 | New |
| Windward Capital Management Co | 73,932 | $6.44M | 0.53% | +190+0.3% | Added |
| Westpac Banking Corp | 73,439 | $6.39M | 0.07% | +70.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 73,393 | $6.39M | 0.01% | −7,959−9.8% | Reduced |
| Public Employees Retirement Association of Colorado | 72,251 | $6.29M | 0.03% | −960−1.3% | Reduced |
| Vontobel Holding Ltd. | 72,235 | $6.24M | 0.05% | +9,130+14.5% | Added |
| British Columbia Investment Management Corp | 71,329 | $6.21M | 0.03% | −3,910−5.2% | Reduced |
| Guggenheim Capital LLC | 71,026 | $6.18M | 0.03% | −2,277−3.1% | Reduced |
| Public Sector Pension Investment Board | 70,877 | $6.17M | 0.03% | −168,100−70.3% | Reduced |
| Allied Investment Advisors, LLC | 70,656 | $6.15M | 2.10% | +1,408+2.0% | Added |
| Citadel Advisors LLC | 69,665 | $6.07M | 0.01% | −360,322−83.8% | Reduced |
| Prospector Partners LLC | 69,490 | $6.05M | 0.70% | +950+1.4% | Added |
| Rockland Trust Co | 69,292 | $6.03M | 0.38% | −101,806−59.5% | Reduced |
| Fifth Third Bancorp | 69,098 | $6.02M | 0.02% | −2,663−3.7% | Reduced |
| Gofen & Glossberg LLC | 68,174 | $5.94M | 0.13% | −1,274−1.8% | Reduced |
| Macquarie Group Ltd | 67,254 | $5.86M | 0.00% | −2,185−3.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 67,260 | $5.86M | 1.37% | −19,731−22.7% | Reduced |
| Handelsbanken Fonder AB | 65,846 | $5.73M | 0.03% | −772−1.2% | Reduced |
| Gulf International Bank (UK) Ltd | 65,534 | $5.71M | 0.08% | −312,561−82.7% | Reduced |
| Greenwood Gearhart Inc | 65,351 | $5.69M | 0.78% | +3,298+5.3% | Added |
| Gotham Asset Management, LLC | 64,055 | $5.58M | 0.18% | +52,378+448.6% | Added |
| Delta Asset Management LLC | 64,007 | $5.57M | 0.49% | +3,518+5.8% | Added |
| Fiduciary Trust Co | 63,460 | $5.53M | 0.09% | −1,373−2.1% | Reduced |
| Mackay Shields LLC | 63,328 | $5.51M | 0.05% | −1,745−2.7% | Reduced |
| Swiss Life Asset Management Ltd | 61,670 | $5.37M | 0.07% | +8,969+17.0% | Added |
| Carlson Capital L P | 59,852 | $5.21M | 0.30% | −22,000−26.9% | Reduced |
| Glenmede Trust Co NA | 59,189 | $5.15M | 0.02% | −4,077−6.4% | Reduced |
| Texas Permanent School Fund | 58,589 | $5.10M | 0.06% | −7,342−11.1% | Reduced |
| Comerica Bank | 60,832 | $5.05M | 0.04% | −1,647−2.6% | Reduced |
| Sheets Smith Wealth Management | 57,328 | $4.99M | 0.62% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 56,960 | $4.96M | 1.16% | +1,225+2.2% | Added |
| Mutual of America Capital Management LLC | 56,196 | $4.89M | 0.05% | +53+0.1% | Added |
| Aptus Capital Advisors, LLC | 55,650 | $4.85M | 0.16% | +8,209+17.3% | Added |
| ING Groep NV | 55,440 | $4.83M | 0.04% | +19,610+54.7% | Added |
| Graybill Bartz & Assoc Ltd | 54,217 | $4.72M | 2.14% | +571+1.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 53,316 | $4.64M | 0.05% | −167−0.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 53,246 | $4.64M | 0.16% | −296−0.6% | Reduced |
| IFM Investors Pty Ltd | 52,533 | $4.57M | 0.08% | −441−0.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 52,219 | $4.55M | 0.06% | +49,219+1,640.6% | Added |
| Leverage Partners Absolute Return Fund SPC | 52,000 | $4.53M | 2.61% | −150−0.3% | Reduced |
| Kanawha Capital Management LLC | 51,580 | $4.49M | 0.38% | −199−0.4% | Reduced |
| Regions Financial Corp | 51,565 | $4.49M | 0.04% | −223−0.4% | Reduced |
| Erste Asset Management GmbH | 51,020 | $4.43M | 0.08% | −160−0.3% | Reduced |
| Prudential PLC | 50,372 | $4.39M | 0.06% | +8,720+20.9% | Added |
| BTC Capital Management, Inc. | 50,348 | $4.38M | 0.43% | +50,348 | New |
| Metropolitan Life Insurance Co | 48,209 | $4.20M | 0.06% | −1,561−3.1% | Reduced |
| Wesleyan Assurance Society | 48,100 | $4.19M | 0.50% | 00.0% | Unchanged |
| Diversified Trust Co | 47,972 | $4.18M | 0.14% | +41,851+683.7% | Added |
| Gateway Investment Advisers LLC | 46,468 | $4.05M | 0.04% | −455−1.0% | Reduced |
| FIL Ltd | 45,669 | $3.98M | 0.00% | −12,850−22.0% | Reduced |
| Jefferies Group LLC | 43,874 | $3.82M | 0.07% | +29,674+209.0% | Added |