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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
Roberts Glore & Co Inc4,442$304.0K0.10%––
Sentry Investment Management LLC4,453$305.0K0.08%––
Northeast Investment Management4,450$305.0K0.02%––
Northwest Bancshares, Inc.4,455$305.0K0.07%––
IFG Advisory, LLC4,465$305.0K0.04%––
Mountain Pacific Investment Advisers Inc4,473$306.0K0.02%––
NTV Asset Management LLC4,476$306.0K0.06%––
QS Investors, LLC4,465$306.0K0.00%––
Financial Advisory Group4,468$306.0K0.08%––
Optas, LLC4,492$307.0K0.10%––
Lincoln National Corp4,518$309.0K0.01%––
Atwood & Palmer Inc4,512$309.0K0.03%––
American National Registered Investment Advisor, Inc.4,513$309.0K0.12%––
Beck Mack & Oliver LLC4,547$311.0K0.01%––
Hutchinson Capital Management4,547$311.0K0.08%––
FDx Advisors, Inc.4,580$313.0K0.01%––
Gotham Asset Management, LLC4,590$314.0K0.01%––
Csenge Advisory Group4,442$314.0K0.03%––
Tucker Asset Management LLC4,610$315.6K0.17%––
Enterprise Financial Services Corp4,624$316.0K0.06%––
Frontier Wealth Management LLC4,623$316.0K0.02%––
Sageworth Trust Co4,634$317.0K0.03%––
Williams Jones Wealth Management, LLC.4,650$318.0K0.00%––
Westport Asset Management Inc4,127$319.0K0.15%––
Security National Trust Co4,661$319.0K0.08%––
Valeo Financial Advisors, LLC4,694$321.0K0.01%––
SeaCrest Wealth Management, LLC4,684$321.0K0.04%––
Sound View Wealth Advisors Group, LLC4,707$322.0K0.07%––
STRS Ohio4,722$323.0K0.00%––
Sovereign Financial Group, Inc.4,729$324.0K0.20%––
Pointe Capital Management LLC4,776$327.0K0.23%––
1st Source Bank4,785$328.0K0.02%––
Tiemann Investment Advisors, LLC4,799$329.0K0.16%––
Private Capital Group, LLC4,805$329.0K0.08%––
Monterey Private Wealth, Inc.4,312$329.0K0.18%––
Azimuth Capital Management LLC4,825$330.0K0.02%––
Peoples Financial Services Corp.4,856$332.0K0.14%––
Compton Capital Management Inc4,855$332.0K0.10%––
Carroll Financial Associates, Inc.4,868$333.0K0.02%––
NorthCoast Asset Management LLC4,895$335.0K0.01%––
McDonald Partners LLC4,919$337.0K0.09%––
Wetherby Asset Management Inc4,938$338.0K0.03%––
Covington Capital Management4,935$338.0K0.01%––
GYL Financial Synergies, LLC4,953$339.0K0.19%––
Conning Inc.4,980$341.0K0.01%––
Gifford Fong Associates5,000$342.0K0.07%––
Mitchell & Pahl Private Wealth, LLC5,024$344.0K0.27%––
Chemung Canal Trust Co5,052$346.0K0.07%––
J.W. Cole Advisors, Inc.5,051$346.0K0.03%––
Kingsview Wealth Management, LLC5,016$347.0K0.02%––
Kistler-Tiffany Companies, LLC5,114$350.0K0.09%––
HighPoint Advisor Group LLC4,952$350.0K0.04%––
Penobscot Investment Management Company, Inc.5,133$351.0K0.06%––
Wilbanks Smith & Thomas Asset Management LLC5,149$352.0K0.02%––
Avalon Investment & Advisory5,162$353.0K0.01%––
Umb Bank N A5,180$355.0K0.01%––
Boston Financial Mangement LLC5,214$357.0K0.02%––
Foster & Motley Inc5,228$358.0K0.03%––
Unison Advisors LLC5,245$359.0K0.07%––
Papp L Roy & Associates5,279$361.0K0.05%––
Moors & Cabot, Inc.5,297$361.0K0.03%––
Bull Street Advisors, LLC5,291$362.0K0.20%––
Wealthstreet Investment Advisors, LLC5,350$366.0K0.04%––
Columbia Asset Management5,386$369.0K0.07%––
Occudo Quantitative Strategies LP5,429$372.0K0.08%––
Exencial Wealth Advisors, LLC5,453$373.0K0.02%––
Symmetry Partners, LLC5,446$373.0K0.03%––
Dixon Hubard Feinour & Brown Inc5,473$375.0K0.09%––
Boston Trust Walden Corp5,480$375.0K0.00%––
Collective Family Office LLC5,476$375.0K0.18%––
Bath Savings Trust Co5,522$378.0K0.05%––
Flagship Harbor Advisors, LLC5,529$378.0K0.04%––
Bank of the West5,554$380.0K0.04%––
Profund Advisors LLC5,578$382.0K0.01%––
Transform Wealth, LLC5,579$382.0K0.08%––
Sowell Financial Services LLC4,893$383.0K0.01%––
Venture Visionary Partners LLC5,622$384.0K0.03%––
Stevens Capital Management LP5,622$385.0K0.21%––
Fulton Bank, N.A.5,644$386.0K0.02%––
swisspartners Ltd.5,639$387.0K0.31%––
Pitcairn Co5,658$388.0K0.03%––
Flputnam Investment Management Co5,673$388.0K0.02%––
Colonial Trust Advisors5,675$388.0K0.05%––
YorkBridge Wealth Partners, LLC5,663$388.0K0.11%––
Garrison Point Advisors, LLC5,664$388.0K0.30%––
American Portfolios Advisors5,686$389.2K0.02%––
First City Capital Management, Inc.5,222$398.0K0.23%––
Kestra Private Wealth Services, LLC5,808$398.0K0.03%––
Corient Capital Partners, LLC5,833$399.0K0.03%––
Excalibur Management Corp5,841$400.0K0.20%––
Charter Trust Co5,869$401.0K0.04%––
KCM Investment Advisors LLC5,867$402.0K0.02%––
Coastline Trust Co6,018$411.0K0.05%––
First National Trust Co6,026$413.0K0.03%––
Meridian Management Co6,056$415.0K0.13%––
Shayne & Co., LLC6,071$416.0K0.25%––
Surevest, LLC6,126$419.0K0.13%––
Sigma Planning Corp6,132$420.0K0.01%––
Fiduciary Group LLC5,392$420.0K0.05%––
Ativo Capital Management LLC6,144$421.0K0.18%––