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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, Q1 2021

Institutional positions in Otis Worldwide Corp as of Mar 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
1,134
No complete 13F data for Q4 2020
Shares held
375.1M
No complete 13F data for Q4 2020
Total value
$25.7B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,134 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ1 2021: $25.7B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding OTIS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Credit Agricole S A6$00.00%––
McIlrath & Eck, LLC4$00.00%––
Investors Research Corp3$00.00%––
Coastal Capital Group, Inc.2$00.00%––
Bellwether Advisors, LLC14$00.00%––
Alpha DNA Investment Management LLC9$00.00%––
Financial Perspectives, Inc13,279$1940.01%––
HBC Financial Services, PLLC12$8510.00%––
Ogorek Anthony Joseph23$1.00K0.00%––
American National Bank5$1.00K0.00%––
Arlington Partners LLC9$1.00K0.00%––
TD Capital Management LLC20$1.00K0.00%––
Financial Management Professionals, Inc.18$1.00K0.00%––
Syverson Strege & Co8$1.00K0.00%––
NVWM, LLC12$1.00K0.00%––
Bogart Wealth, LLC14$1.00K0.00%––
Wagner Wealth Management, LLC20$1.00K0.00%––
Global Trust Asset Management, LLC11$1.00K0.00%––
Hoover Financial Advisors, Inc.7$1.00K0.00%––
Leelyn Smith, LLC15$1.00K0.00%––
Carolina Wealth Advisors, LLC10$1.00K0.00%––
HighMark Wealth Management LLC10$1.00K0.00%––
Lloyd Advisory Services, LLC.10$1.00K0.00%––
Standard Family Office LLC21$1.00K0.00%––
Flagship Private Wealth, LLC23$1.59K0.00%––
Earnest Partners LLC28$2.00K0.00%––
Assetmark, Inc28$2.00K0.00%––
Column Capital Advisors, LLC26$2.00K0.00%––
Cribstone Capital Management, LLC32$2.00K0.00%––
Pacific Center for Financial Services25$2.00K0.00%––
WealthShield Partners, LLC25$2.00K0.00%––
Savior LLC32$2.00K0.00%––
Atlas Private Wealth Advisors27$2.00K0.00%––
IAG Wealth Partners, LLC20$2.00K0.00%––
Ten Capital Wealth Advisors, LLC34$2.00K0.00%––
Twin Lakes Capital Management, LLC22$2.00K0.00%––
Global Financial Private Client, LLC37$2.56K0.00%––
Valley National Advisers Inc41$3.00K0.00%––
Lee Financial Co50$3.00K0.00%––
Marquette Asset Management, LLC50$3.00K0.00%––
Tradewinds Capital Management, LLC42$3.00K0.00%––
Independence Bank of Kentucky51$3.00K0.00%––
Truvestments Capital LLC43$3.00K0.00%––
Grandview Asset Management LLC50$3.00K0.00%––
Abundance Wealth Counselors50$3.00K0.00%––
Laurel Wealth Planning LLC43$3.00K0.00%––
Harel Insurance Investments & Financial Services Ltd.55$4.00K0.00%––
Lenox Wealth Advisors, LLC60$4.00K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC63$4.00K0.00%––
Trust Co54$4.00K0.00%––
Roble, Belko & Company, Inc64$4.00K0.00%––
Providence Capital Advisors, LLC54$4.00K0.00%––
Wolff Wiese Magana LLC56$4.00K0.00%––
Creative Financial Designs Inc67$5.00K0.00%––
Manchester Financial Inc70$5.00K0.00%––
Toth Financial Advisory Corp76$5.00K0.00%––
Brand Asset Management Group, Inc.75$5.00K0.00%––
Resolute Partners Group102$5.00K0.00%––
Mine & Arao Wealth Creation & Management, LLC.75$5.00K0.00%––
Horrell Capital Management, Inc.86$6.00K0.00%––
Focused Wealth Management, Inc82$6.00K0.00%––
Larson Financial Group LLC88$6.00K0.00%––
TSFG, LLC84$6.00K0.00%––
West Paces Advisors Inc.96$6.57K0.00%––
JJJ Advisors Inc.97$7.00K0.00%––
Pacitti Group Inc.115$7.00K0.00%––
Phoenix Wealth Advisors100$7.00K0.01%––
Pin Oak Investment Advisors Inc120$8.00K0.01%––
Northwest Investment Counselors, LLC124$8.00K0.00%––
Cutler Group LP124$8.00K0.00%––
Norway Savings Bank117$8.00K0.00%––
Lumature Wealth Partners, LLC121$8.00K0.00%––
True Link Financial Advisors, LLC112$8.00K0.00%––
New England Asset Management Inc133$9.00K0.00%––
Tarbox Family Office, Inc.131$9.00K0.00%––
TD Ameritrade Investment Management, LLC143$10.0K0.00%––
Private Ocean, LLC150$10.0K0.00%––
Rosenberg Matthew Hamilton142$10.0K0.01%––
Clearview Wealth Advisors LLC150$10.0K0.01%––
McClarren Financial Advisors, Inc.153$10.0K0.01%––
Annapolis Financial Services, LLC150$10.0K0.00%––
Barrett Asset Management, LLC160$11.0K0.00%––
HHM Wealth Advisors, LLC167$11.0K0.00%––
Prentice Wealth Management LLC156$11.0K0.01%––
Tortoise Investment Management, LLC175$12.0K0.00%––
First PREMIER Bank170$12.0K0.00%––
Perennial Advisors, LLC180$12.0K0.00%––
Disciplined Investments, LLC178$12.0K0.01%––
Hall Laurie J Trustee189$13.0K0.00%––
Westside Investment Management, Inc.196$13.0K0.00%––
RMR Wealth Builders187$13.0K0.00%––
Sittner & Nelson, LLC184$13.0K0.01%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA204$14.0K0.02%––
Riggs Asset Managment Co. Inc.199$14.0K0.00%––
Cascade Investment Advisors, Inc.206$14.1K0.01%––
Certified Advisory Corp213$15.0K0.00%––
Endurance Wealth Management, Inc.234$16.0K0.00%––
MCF Advisors LLC228$16.0K0.00%––
Selective Wealth Management, Inc.227$16.0K0.01%––
Capital Advisory Group Advisory Services, LLC231$16.0K0.01%––