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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
Rockbridge Investment Management, LCC236$16.0K0.00%––
Cowa, LLC230$16.0K0.01%––
SOA Wealth Advisors, LLC.246$16.0K0.00%––
Bradley & Co. Private Wealth Management, LLC230$16.0K0.01%––
Arcadia Investment Management Corp250$17.0K0.00%––
Plante Moran Financial Advisors, LLC243$17.0K0.00%––
JNBA Financial Advisors245$17.0K0.00%––
Summit Wealth Group, LLC249$17.0K0.03%––
Kelly Financial Services LLC257$17.6K0.01%––
Versant Capital Management, Inc262$18.0K0.01%––
Costello Asset Management, INC262$18.0K0.01%––
San Francisco Sentry Investment Group (Ca)286$19.0K0.01%––
Cedar Mountain Advisors, LLC271$19.0K0.01%––
Jones Financial Companies LLLP288$20.0K0.00%––
Glassman Wealth Services290$20.0K0.00%––
CVA Family Office, LLC290$20.0K0.01%––
Ade, LLC292$20.0K0.02%––
Old Second National Bank of Aurora300$21.0K0.01%––
Gemmer Asset Management LLC311$21.0K0.00%––
Sierra Capital LLC307$21.0K0.00%––
Newbridge Financial Services Group, Inc.309$21.0K0.02%––
Glen Eagle Advisors, LLC315$21.6K0.01%––
BerganKDV Wealth Management, LLC328$22.0K0.00%––
Laffer Tengler Investments335$22.9K0.01%––
Archer Investment Corp335$22.9K0.01%––
JFS Wealth Advisors, LLC341$23.0K0.00%––
Baldwin Brothers Inc357$24.0K0.00%––
West Oak Capital, LLC350$24.0K0.01%––
First Personal Financial Services350$24.0K0.01%––
CNB Bank357$24.0K0.02%––
Prestige Wealth Management Group LLC349$24.0K0.01%––
Thompson Siegel & Walmsley LLC358$25.0K0.00%––
Pinnacle Financial Partners Inc368$25.0K0.00%––
Motco366$25.0K0.00%––
Elmwood Wealth Management, Inc.369$25.0K0.02%––
Vigilant Capital Management, LLC379$26.0K0.00%––
Front Row Advisors LLC381$26.0K0.01%––
Van Eck Associates Corp389$27.0K0.00%––
Edmond de Rothschild Holding S.A.400$27.0K0.00%––
Sterling Investment Advisors, Ltd.400$27.0K0.01%––
Accel Wealth Management395$27.0K0.02%––
KB Financial Partners, LLC388$27.0K0.01%––
Gradient Investments LLC407$28.0K0.00%––
Ironwood Financial, llc414$28.0K0.01%––
First National Bank of South Miami418$29.0K0.02%––
State of Wyoming435$30.0K0.05%––
First Horizon Advisors, Inc.461$31.0K0.00%––
CKW Financial Group450$31.0K0.01%––
Truehand, Inc474$32.0K0.02%––
CSat Investment Advisory, L.P.462$32.0K0.03%––
Better Money Decisions, LLC463$32.0K0.03%––
Fiduciary Planning LLC500$34.0K0.05%––
Firestone Capital Management525$36.0K0.01%––
Sound Income Strategies, LLC540$37.0K0.01%––
Aspire Private Capital, LLC559$38.0K0.01%––
Key Financial Inc552$38.0K0.03%––
TCI Wealth Advisors, Inc.568$39.0K0.02%––
Benjamin F. Edwards & Company, Inc.584$40.0K0.00%––
Jackson, Grant Investment Advisers, Inc.584$40.0K0.02%––
Sugarloaf Wealth Management, LLC588$40.0K0.01%––
HC Financial Advisors Inc604$41.0K0.02%––
Berman Capital Advisors, LLC603$41.0K0.01%––
International Assets Investment Management, LLC612$41.0K0.00%––
Duncker Streett & Co Inc609$42.0K0.01%––
Pinnacle Bancorp, Inc.624$43.0K0.02%––
Compagnie Lombard Odier SCmA645$44.0K0.00%––
Old North State Trust, LLC639$44.0K0.03%––
Tompkins Financial Corp655$45.0K0.01%––
Freedman Financial Associates, Inc.664$45.0K0.04%––
Sargent Bickham Lagudis LLC669$46.0K0.00%––
Liberty Wealth Management LLC718$46.0K0.02%––
Hoertkorn Richard Charles682$47.0K0.02%––
Crescent Capital Consulting, LLC704$49.0K0.01%––
Bellevue Asset Management, LLC716$49.0K0.03%––
American Research & Management Co.724$50.0K0.01%––
TFC Financial Management727$50.0K0.02%––
Thomas J. Herzfeld Advisors, Inc.750$51.0K0.02%––
Mercer Capital Advisers, Inc.739$51.0K0.03%––
Meridian Wealth Partners, LLC744$51.0K0.02%––
Ellevest, Inc.760$52.0K0.01%––
Wall Street Access Asset Management, LLC800$55.0K0.04%––
MV Capital Management, Inc.803$55.0K0.01%––
Fortis Advisors, LLC800$55.0K0.04%––
Howe & Rusling Inc817$56.0K0.01%––
Acima Private Wealth, LLC834$57.0K0.03%––
Capital Advisors, Ltd. LLC877$60.0K0.01%––
PrairieView Partners, LLC872$60.0K0.01%––
Johnson Financial Group, Inc.899$62.0K0.00%––
Graves-Light Private Wealth Management, Inc.907$62.0K0.01%––
M&R Capital Management Inc944$64.0K0.02%––
Filbrandt Wealth Management, LLC930$64.0K0.04%––
Hudock, Inc.955$65.0K0.02%––
Horan Securities, Inc.966$66.0K0.06%––
Arkadios Wealth Advisors977$66.0K0.01%––
Baystate Wealth Management LLC983$67.0K0.01%––
Crewe Advisors LLC983$67.0K0.02%––
Grace Capital1,000$68.0K0.04%––
Veritas Investment Partners (UK) Ltd.987$68.0K0.00%––
CoreFirst Bank & Trust993$68.0K0.05%––
Aua Capital Management, LLC1,025$70.0K0.05%––