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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
Lombard Odier Asset Management (Switzerland) SA3,098$212.0K0.01%––
Douglas Lane & Associates, LLC3,119$213.0K0.00%––
Walleye Trading LLC3,130$214.0K0.01%––
Haverford Trust Co3,135$215.0K0.00%––
Kore Private Wealth LLC3,143$215.0K0.03%––
NEXT Financial Group, Inc3,148$216.0K0.02%––
Mitchell McLeod Pugh & Williams Inc3,153$216.0K0.09%––
Signature Wealth Management Partners, LLC3,162$216.0K0.21%––
LCM Capital Management Inc3,170$217.0K0.19%––
Bailard, Inc.3,186$218.0K0.01%––
Hancock Whitney Corp3,203$219.0K0.01%––
Checchi Capital Advisers, LLC3,224$221.0K0.03%––
FRG Family Wealth Advisors LLC3,234$221.0K0.05%––
Estabrook Capital Management3,232$221.2K0.03%––
WBH Advisory Inc3,243$222.0K0.04%––
Toroso Investments, LLC3,250$222.0K0.01%––
Dumont & Blake Investment Advisors LLC3,259$223.0K0.07%––
Institutional & Family Asset Management, LLC3,255$223.0K0.04%––
Princeton Portfolio Strategies Group LLC3,270$224.0K0.04%––
Meridian Investment Counsel Inc.3,294$225.0K0.09%––
Clear Harbor Asset Management, LLC3,294$225.0K0.03%––
9258 Wealth Management, LLC3,294$225.0K0.07%––
Rothschild Investment Corp3,303$226.0K0.02%––
Defined Wealth Management, LLC3,310$227.0K0.22%––
Sun Life Financial INC3,342$228.0K0.02%––
Argent Capital Management LLC3,330$228.0K0.01%––
Financial Counselors Inc3,350$229.0K0.01%––
Mairs & Power Inc3,360$230.0K0.00%––
Virtue Capital Management, LLC3,391$232.0K0.05%––
Citizens Business Bank3,400$233.0K0.03%––
S.A. Mason LLC3,417$234.0K0.17%––
Cape Cod Five Cents Savings Bank3,444$235.0K0.03%––
Jane Street Group, LLC3,439$235.0K0.00%––
Park Avenue Securities LLC3,448$236.0K0.01%––
Ancora Advisors, LLC3,461$237.0K0.01%––
Harbor Investment Advisory, LLC3,464$237.0K0.04%––
Howland Capital Management LLC3,489$239.0K0.01%––
HBK Sorce Advisory LLC3,501$240.0K0.01%––
Reynders McVeigh Capital Management, LLC3,514$241.0K0.02%––
Brighton Jones LLC3,539$242.0K0.01%––
Fruth Investment Management3,540$242.0K0.08%––
Patriot Financial Group Insurance Agency, LLC3,544$243.0K0.06%––
Farmers National Bank3,595$246.1K0.09%––
Goelzer Investment Management, Inc.3,610$247.0K0.02%––
MEMBERS Trust Co3,611$247.0K0.01%––
Cypress Capital Management LLC (WY)3,617$248.0K0.22%––
Laurel Wealth Advisors LLC3,630$248.0K0.06%––
American Century Companies Inc3,633$249.0K0.00%––
St. Louis Trust Co3,658$250.0K0.06%––
Altium Wealth Management LLC3,648$250.0K0.02%––
Cullen Capital Management LLC3,665$251.0K0.00%––
Burleson & Company, LLC3,673$251.0K0.04%––
CPWM, LLC3,710$254.0K0.02%––
Geneos Wealth Management Inc.3,268$254.0K0.01%––
Capital Analysts, LLC3,737$255.0K0.02%––
JustInvest LLC3,731$255.0K0.04%––
David Loasby3,774$258.0K0.04%––
Orion Portfolio Solutions, LLC3,785$259.0K0.01%––
Beacon Pointe Advisors, LLC3,794$261.0K0.02%––
Douglass Winthrop Advisors, LLC3,832$262.0K0.01%––
Obermeyer Wood Investment Counsel, LLLP3,835$263.0K0.02%––
Crawford Investment Counsel Inc3,869$265.0K0.01%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,869$265.0K0.00%––
Level Four Advisory Services, LLC3,892$266.0K0.02%––
Cerity Partners LLC3,896$267.0K0.01%––
Delta Financial Advisors LLC3,908$268.0K0.13%––
Wedbush Securities Inc3,961$271.0K0.02%––
Empirical Finance, LLC4,014$271.0K0.05%––
Community Bank, N.A.3,970$272.0K0.03%––
Heritage Way Advisors, LLC4,000$274.0K0.12%––
Aberdeen Wealth Management LLC4,024$275.0K0.22%––
Adirondack Trust Co4,040$276.0K0.15%––
Moneta Group Investment Advisors LLC4,032$276.0K0.01%––
Two Sigma Securities, LLC4,040$277.0K0.06%––
Bard Financial Services, Inc.4,040$277.0K0.03%––
Cutter & CO Brokerage, Inc.4,085$280.0K0.07%––
Lombard Odier Asset Management (Europe) Ltd4,097$280.0K0.02%––
Cooper Financial Group4,085$280.0K0.06%––
Traverso Chambers Private Wealth Management, LLC4,086$280.0K0.09%––
Boenning & Scattergood, Inc.4,100$281.0K0.05%––
St Germain D J Co Inc4,100$281.0K0.02%––
Shakespeare Wealth Management, Inc.4,142$284.0K0.12%––
Wade G W & Inc4,172$286.0K0.02%––
Mount Yale Investment Advisors, LLC4,172$286.0K0.04%––
Ramsay, Stattman, Vela & Price, Inc.4,194$287.0K0.08%––
Harbour Investments, Inc.4,227$289.0K0.01%––
Clearstead Advisors, LLC4,238$290.0K0.02%––
United Bank4,252$291.0K0.04%––
Boston Family Office LLC4,278$292.0K0.02%––
Diversified Trust Co4,260$292.0K0.01%––
Court Place Advisors, LLC4,283$293.0K0.09%––
Greenleaf Trust4,297$294.0K0.00%––
Supplemental Annuity Collective Trust of NJ4,300$294.0K0.10%––
Drexel Morgan & Co.4,288$294.0K0.07%––
Nachman Norwood & Parrott, Inc4,295$294.0K0.03%––
Wealthspire Advisors, LLC4,359$298.0K0.01%––
Mid Atlantic Financial Management Inc4,368$299.0K0.02%––
Concentric Wealth Management, LLC4,375$299.0K0.10%––
Ropes Wealth Advisors LLC3,865$300.0K0.05%––
Financial Advocates Investment Management4,212$301.0K0.02%––