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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
Hexagon Capital Partners LLC1,023$70.0K0.02%––
Hanson & Doremus Investment Management1,036$71.0K0.02%––
Zions Bancorporation, N.A.1,043$71.0K0.01%––
First Bank & Trust1,055$72.0K0.04%––
Monetary Management Group Inc1,071$73.0K0.02%––
Trustcore Financial Services, LLC1,062$73.0K0.01%––
Carolinas Wealth Consulting LLC1,064$73.0K0.02%––
Northern Oak Wealth Management Inc1,075$74.0K0.01%––
Penserra Capital Management LLC1,093$74.0K0.00%––
Stonebridge Capital Advisors LLC1,081$74.0K0.01%––
Fieldpoint Private Securities, LLC1,087$74.0K0.02%––
Atlas Private Wealth Management1,094$75.0K0.05%––
Pflug Koory, LLC1,107$76.0K0.04%––
Piscataqua Savings Bank1,099$76.0K0.07%––
Bedel Financial Consulting, Inc.1,127$77.0K0.03%––
Sutton Wealth Advisors Inc.1,180$80.8K0.03%––
Seeyond1,227$83.0K0.01%––
Clear Perspectives Financial Planning, LLC1,231$84.0K0.05%––
FourThought Financial, LLC1,234$84.0K0.01%––
O'Shaughnessy Asset Management, LLC1,243$85.0K0.00%––
Brewin Dolphin Ltd1,250$85.6K0.00%––
Stephenson National Bank & Trust1,261$86.0K0.06%––
Oakworth Capital, Inc.1,296$88.0K0.01%––
Allworth Financial LP1,313$90.0K0.00%––
Ironwood Wealth Management, LLC.1,315$90.0K0.06%––
FinTrust Capital Advisors, LLC1,367$94.0K0.03%––
Center for Financial Planning, Inc.1,375$94.0K0.02%––
Brewin Dolphin Wealth Management Ltd1,445$98.9K0.02%––
Jacobi Capital Management LLC1,466$100.0K0.01%––
Mascoma Wealth Management LLC1,455$100.0K0.04%––
First Horizon Corp1,487$101.0K0.01%––
North Star Investment Management Corp.1,514$104.0K0.01%––
AllSquare Wealth Management LLC1,521$104.0K0.06%––
Concord Wealth Partners1,531$105.0K0.04%––
Sonora Investment Management, LLC1,579$108.0K0.01%––
Mark Sheptoff Financial Planning, LLC1,617$111.0K0.06%––
Farmers & Merchants Trust Co of Chambersburg PA1,631$112.0K0.08%––
First Command Bank1,668$115.0K0.02%––
First Command Financial Services, Inc.1,668$115.0K0.02%––
First Financial Corp1,702$117.0K0.08%––
Spire Wealth Management1,760$120.0K0.00%––
Global Retirement Partners, LLC1,781$122.0K0.01%––
Bray Capital Advisors1,801$123.0K0.03%––
Lindbrook Capital, LLC1,793$123.0K0.03%––
Gables Capital Management Inc.1,811$124.0K0.07%––
Meeder Asset Management Inc1,834$126.0K0.01%––
Belpointe Asset Management LLC1,913$131.0K0.01%––
Parkside Financial Bank & Trust1,948$134.0K0.04%––
Vectors Research Management, LLC1,973$135.0K0.04%––
BDO Wealth Advisors, LLC2,016$138.0K0.02%––
Manchester Capital Management LLC2,024$139.0K0.02%––
Wealthcare Advisory Partners LLC2,103$144.0K0.01%––
Acropolis Investment Management, LLC2,122$145.0K0.01%––
CX Institutional2,159$148.0K0.01%––
Thomas White International Ltd2,170$149.0K0.02%––
Raffa Wealth Management, LLC2,184$149.5K0.05%––
Parallax Volatility Advisers, L.P.2,192$150.0K0.00%––
Quadrant Capital Group LLC2,210$151.0K0.02%––
MPS Loria Financial Planners, LLC2,208$151.0K0.07%––
Asset Dedication, LLC2,260$159.0K0.04%––
Logan Capital Management Inc2,437$167.0K0.01%––
D'Orazio & Associates, Inc.2,443$167.0K0.05%––
Massmutual Trust Co FSB2,455$168.0K0.01%––
Charter Oak Capital Management, LLC2,481$170.0K0.02%––
Alpha Paradigm Partners, LLC2,492$171.0K0.07%––
Sullivan, Bruyette, Speros & Blaney, LLC2,563$175.0K0.01%––
Carmichael Hill & Associates, Inc.2,619$179.0K0.11%––
Eudaimonia Partners, LLC2,616$179.0K0.04%––
Smithfield Trust Co2,642$181.0K0.01%––
Leonteq Securities AG2,691$184.2K0.01%––
Arrow Financial Corp2,725$187.0K0.02%––
Signaturefd, LLC2,729$187.0K0.01%––
Iat Reinsurance Co Ltd.2,746$188.0K0.03%––
Regal Wealth Group, Inc.2,758$189.0K0.11%––
Ameritas Investment Company, LLC2,771$189.7K0.02%––
Proffitt & Goodson Inc2,825$193.0K0.04%––
Anchor Investment Management, LLC2,834$194.0K0.03%––
Optimum Investment Advisors2,843$195.0K0.06%––
Legacy Bridge, LLC2,896$198.0K0.13%––
Fukoku Mutual Life Insurance Co2,900$199.0K0.02%––
Essex Savings Bank3,143$200.0K0.09%––
NorthRock Partners, LLC2,972$203.0K0.02%––
Clarius Group, LLC2,963$203.0K0.02%––
Veriti Management LLC2,964$203.0K0.05%––
SlateStone Wealth, LLC2,976$204.0K0.05%––
Avantax Planning Partners, Inc.2,990$205.0K0.01%––
Systematic Financial Management LP3,000$205.0K0.01%––
Meridian Wealth Management, LLC2,988$205.0K0.03%––
Bleichroeder LP3,000$205.0K0.03%––
Montis Financial, LLC2,953$205.0K0.19%––
Atlas Capital Advisors LLC3,000$205.3K0.04%––
Forbes J M & Co LLP3,031$207.0K0.03%––
Farmers Trust Co3,024$207.0K0.05%––
Union Heritage Capital, LLC3,030$207.0K0.10%––
Baxter Bros Inc3,045$208.0K0.04%––
Institute for Wealth Management, LLC.3,033$208.0K0.04%––
Baker Ellis Asset Management LLC3,055$209.0K0.05%––
Soltis Investment Advisors LLC3,057$209.0K0.04%––
Virtu Financial LLC3,064$210.0K0.01%––
Tiedemann Advisors, LLC3,070$211.0K0.01%––