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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 43,165 | $3.76M | 0.14% | −990−2.2% | Reduced |
| Hartford Investment Management Co | 43,096 | $3.75M | 0.09% | +3,126+7.8% | Added |
| Cresset Asset Management, LLC | 42,865 | $3.73M | 0.04% | +1,190+2.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 42,852 | $3.73M | 0.01% | +7,374+20.8% | Added |
| Baird Financial Group, Inc. | 42,808 | $3.73M | 0.01% | +142+0.3% | Added |
| Ingalls & Snyder LLC | 42,669 | $3.71M | 0.17% | −490−1.1% | Reduced |
| Scotia Capital Inc. | 42,361 | $3.69M | 0.02% | +4,935+13.2% | Added |
| 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 |
| Dai-Ichi Life Insurance Company, Ltd | 40,112 | $3.49M | 0.04% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 40,050 | $3.49M | 0.28% | 00.0% | Unchanged |
| Tufton Capital Management | 39,033 | $3.40M | 0.52% | −6,046−13.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 39,325 | $3.40M | 0.05% | +27,714+238.7% | Added |
| Creative Planning | 38,726 | $3.37M | 0.01% | −38,794−50.0% | Reduced |
| GM Advisory Group, Inc. | 38,597 | $3.36M | 0.30% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 38,041 | $3.31M | 0.10% | +3,020+8.6% | Added |
| Tredje AP-fonden | 37,478 | $3.26M | 0.06% | +7,588+25.4% | Added |
| Pendal Group Limited | 37,008 | $3.22M | 0.03% | +9,761+35.8% | Added |
| Wesbanco Bank Inc | 36,573 | $3.18M | 0.11% | +404+1.1% | Added |
| Norinchukin Bank, The | 36,236 | $3.15M | 0.04% | −396−1.1% | Reduced |
| William Allan, LLC | 35,877 | $3.12M | 2.22% | +35,877 | New |
| Securian Asset Management, Inc | 35,650 | $3.10M | 0.06% | −682−1.9% | Reduced |
| MML Investors Services, LLC | 35,473 | $3.09M | 0.02% | +1,863+5.5% | Added |
| Allstate Corp | 35,248 | $3.07M | 0.06% | +25,564+264.0% | Added |
| Oregon Public Employees Retirement Fund | 34,661 | $3.02M | 0.03% | +850+2.5% | Added |
| 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 |
| Brown Brothers Harriman & Co | 33,160 | $2.89M | 0.02% | −475−1.4% | Reduced |
| Sandy Spring Bank | 33,105 | $2.88M | 0.14% | +46+0.1% | Added |
| KBC Group NV | 32,661 | $2.84M | 0.01% | −19,618−37.5% | Reduced |
| Maryland State Retirement & Pension System | 32,336 | $2.81M | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 32,156 | $2.80M | 0.02% | −14,975−31.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,143 | $2.80M | 0.01% | −1,306−3.9% | Reduced |
| Tower Research Capital LLC (TRC) | 32,099 | $2.79M | 0.05% | +18,146+130.1% | Added |
| Huntington National Bank | 31,658 | $2.76M | 0.03% | −2,130−6.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 31,557 | $2.75M | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 31,307 | $2.73M | 0.11% | −3,886−11.0% | Reduced |
| Shelter Mutual Insurance Co | 31,200 | $2.72M | 0.70% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 30,961 | $2.70M | 0.07% | +2,053+7.1% | Added |
| Nordea Investment Management AB | 30,799 | $2.66M | 0.00% | −30,747−50.0% | Reduced |
| AMG National Trust Bank | 30,103 | $2.62M | 0.08% | −601−2.0% | Reduced |
| BTR Capital Management Inc | 29,749 | $2.59M | 0.29% | +2,447+9.0% | Added |
| Daiwa Securities Group Inc. | 29,701 | $2.59M | 0.02% | −23,546−44.2% | Reduced |
| Applied Research Investments, LLC | 29,615 | $2.58M | 0.85% | +2,202+8.0% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2.57M | 1.10% | −4,000−11.9% | Reduced |
| Captrust Financial Advisors | 29,474 | $2.57M | 0.02% | +1,341+4.8% | Added |
| Abeille Asset Management SA | 29,208 | $2.54M | 0.59% | +29,208 | New |
| Twin Tree Management, LP | 28,759 | $2.50M | 0.06% | −12,773−30.8% | Reduced |
| Heritage Investors Management Corp | 28,694 | $2.50M | 0.10% | −324−1.1% | Reduced |
| Close Asset Management Ltd | 28,674 | $2.50M | 0.09% | −1,620−5.3% | Reduced |
| Mackenzie Financial Corp | 28,480 | $2.48M | 0.00% | −937−3.2% | Reduced |
| Evercore Wealth Management, LLC | 28,214 | $2.46M | 0.04% | −585−2.0% | Reduced |
| Silvercrest Asset Management Group LLC | 28,096 | $2.45M | 0.02% | −1,128−3.9% | Reduced |
| Eqis Capital Management, Inc. | 28,073 | $2.44M | 0.18% | −877−3.0% | Reduced |
| Okabena Investment Services Inc | 28,015 | $2.44M | 0.93% | +75+0.3% | Added |
| Crossmark Global Holdings, Inc. | 27,829 | $2.42M | 0.05% | +3,621+15.0% | Added |
| Mercer Global Advisors Inc | 27,794 | $2.42M | 0.01% | −3,691−11.7% | Reduced |
| Mariner, LLC | 27,153 | $2.36M | 0.01% | +4,047+17.5% | Added |
| Bayesian Capital Management, LP | 26,851 | $2.34M | 0.74% | +22,751+554.9% | Added |
| Xponance, Inc. | 26,711 | $2.33M | 0.04% | +5,038+23.2% | Added |
| Louisiana State Employees Retirement System | 26,600 | $2.32M | 0.05% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 26,900 | $2.27M | 0.14% | −2,726−9.2% | Reduced |
| New Mexico Educational Retirement Board | 26,108 | $2.27M | 0.08% | −300−1.1% | Reduced |
| Alberta Investment Management Corp | 25,935 | $2.26M | 0.01% | +25,935 | New |
| JB Capital LLC | 25,652 | $2.23M | 0.22% | −1,854−6.7% | Reduced |
| Kentucky Retirement Systems | 25,575 | $2.23M | 0.09% | +80.0% | Added |
| Hantz Financial Services, Inc. | 25,419 | $2.21M | 0.06% | −821−3.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,331 | $2.21M | 0.05% | +130+0.5% | Added |
| Pearl River Capital, LLC | 25,229 | $2.20M | 0.59% | −30,613−54.8% | Reduced |
| HighTower Trust Services, LTA | 25,184 | $2.19M | 0.21% | +64+0.3% | Added |
| Country Club Trust Company, n.a. | 25,172 | $2.17M | 0.17% | −200−0.8% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 24,263 | $2.11M | 0.41% | 00.0% | Unchanged |
| 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 |
| 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 |
| Liberty Capital Management, Inc. | 23,579 | $2.05M | 0.55% | +23,579 | New |
| Steward Partners Investment Advisory, LLC | 23,278 | $2.03M | 0.03% | −51−0.2% | Reduced |
| Shell Asset Management Co | 23,042 | $2.01M | 0.04% | +6,084+35.9% | Added |
| Telos Capital Management, Inc. | 22,610 | $1.97M | 0.25% | −411−1.8% | Reduced |
| LGT Group Foundation | 22,344 | $1.95M | 0.05% | +22,344 | New |
| Woodstock Corp | 22,089 | $1.92M | 0.20% | −183−0.8% | Reduced |
| Raymond James Trust N.A. | 21,967 | $1.91M | 0.06% | −1,409−6.0% | Reduced |
| YHB Investment Advisors, Inc. | 21,486 | $1.87M | 0.15% | +781+3.8% | Added |
| Engineers Gate Manager LP | 21,430 | $1.87M | 0.08% | −5,851−21.4% | Reduced |
| Dearborn Partners LLC | 21,349 | $1.86M | 0.07% | −11,187−34.4% | Reduced |
| Connable Office Inc | 21,328 | $1.86M | 0.24% | −603−2.7% | Reduced |
| TBH Global Asset Management, LLC | 20,404 | $1.78M | 0.37% | −224−1.1% | Reduced |
| Advisors Asset Management, Inc. | 20,296 | $1.77M | 0.03% | −1,057−5.0% | Reduced |
| Ethic Inc. | 20,207 | $1.76M | 0.14% | +4,602+29.5% | Added |
| Burney Co | 20,119 | $1.75M | 0.08% | −111−0.5% | Reduced |
| Phraction Management LLC | 20,050 | $1.75M | 1.06% | +20,050 | New |
| Gabelli Funds LLC | 19,500 | $1.70M | 0.01% | −1,500−7.1% | Reduced |
| E. Ohman J:or Asset Management AB | 19,500 | $1.70M | 0.05% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 19,343 | $1.68M | 0.01% | +15,385+388.7% | Added |
| Triangle Securities Wealth Management | 19,251 | $1.68M | 0.52% | −11−0.1% | Reduced |
| Tiaa, FSB | 19,288 | $1.68M | 0.01% | −539−2.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,109 | $1.66M | 0.03% | −275−1.4% | Reduced |
| Synovus Financial Corp | 18,978 | $1.65M | 0.02% | +219+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 18,826 | $1.64M | 0.03% | −542−2.8% | Reduced |