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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
Livforsakringsbolaget Skandia, Omsesidigt6,156$421.0K0.03%––
Grimes & Company, Inc.6,180$423.0K0.02%––
Oppenheimer Asset Management Inc.6,201$424.0K0.01%––
Forte Capital LLC6,213$425.0K0.07%––
Meiji Yasuda Asset Management Co Ltd.6,222$426.0K0.03%––
Werlinich Asset Management, LLC6,225$426.1K0.37%––
Means Investment Co., Inc.6,237$427.0K0.10%––
Dividend Assets Capital, LLC6,244$427.0K0.08%––
Avantax Advisory Services, Inc.6,251$429.0K0.01%––
Donaldson Capital Management, LLC6,287$430.0K0.02%––
Security National Bank of Sioux City Iowa6,385$437.0K0.35%––
Bryn Mawr Trust Co6,459$442.0K0.02%––
Gamble Jones Investment Counsel6,487$444.0K0.03%––
Holderness Investments Co6,656$456.0K0.16%––
Snowden Capital Advisors LLC6,702$458.8K0.03%––
Bessemer Group Inc6,727$461.0K0.00%––
ELCO Management Co., LLC6,817$467.0K0.42%––
Capital City Trust Co6,830$468.0K0.15%––
Parallel Advisors, LLC6,848$469.0K0.02%––
Journey Advisory Group, LLC6,855$469.0K0.16%––
OneAscent Financial Services LLC6,873$470.0K0.46%––
Chicago Capital, LLC6,880$471.0K0.02%––
South Dakota Investment Council6,889$472.0K0.01%––
Mutual Advisors, LLC6,896$472.0K0.03%––
Allred Capital Management, LLC6,914$473.3K0.21%––
Trust Co of Virginia7,039$481.0K0.06%––
River Wealth Advisors LLC7,022$481.0K0.09%––
Rafferty Asset Management, LLC7,042$482.0K0.00%––
Everett Harris & Co7,059$483.0K0.01%––
Pillar Pacific Capital Management LLC7,076$484.0K0.04%––
Westhampton Capital, LLC7,101$486.0K0.34%––
Aull & Monroe Investment Management Corp7,126$488.0K0.24%––
Gsa Capital Partners LLP7,139$489.0K0.08%––
Ascension Asset Management LLC7,188$492.0K0.34%––
Ethic Inc.7,189$492.0K0.09%––
Ar Asset Management Inc7,200$493.0K0.15%––
Rikoon Group, LLC7,201$493.0K0.13%––
Resources Management Corp7,215$494.0K0.07%––
DuPont Capital Management Corp7,380$505.0K0.01%––
Pinnacle Associates Ltd7,453$510.0K0.01%––
Amussen Hunsaker Associates LLC7,458$510.0K0.16%––
Caldwell Trust Co7,455$510.3K0.07%––
Curated Wealth Partners LLC7,493$513.0K0.32%––
First Hawaiian Bank7,506$514.0K0.02%––
Security National Bank of So Dak7,579$518.0K0.43%––
Vestcor Inc7,581$519.0K0.02%––
Valley Brook Capital Group7,604$520.0K0.47%––
Baldwin Investment Management, LLC7,627$522.0K0.10%––
Parsec Financial Management, Inc.7,622$522.0K0.03%––
Headinvest, LLC7,870$538.0K0.11%––
Weld Capital Management LLC7,903$541.0K0.23%––
Tower Bridge Advisors7,916$541.9K0.04%––
CIBC World Markets Inc.7,931$543.0K0.00%––
Cresset Asset Management, LLC7,937$544.0K0.01%––
Brown Advisory Securities, LLC7,993$547.0K0.09%––
Merit Financial Group, LLC8,097$554.0K0.06%––
Stonehage Fleming Financial Services Holdings Ltd7,936$554.0K0.02%––
LS Investment Advisors, LLC8,188$560.0K0.03%––
Home Federal Bank of Tennessee8,190$561.0K0.21%––
South State Corp.8,203$562.0K0.05%––
Wendell David Associates Inc8,216$562.0K0.07%––
Stratos Wealth Partners, LTD.8,222$563.0K0.02%––
Perkins Coie Trust Co8,324$570.0K0.19%––
Montag A & Associates Inc8,360$572.0K0.03%––
National Asset Management, Inc.8,364$573.0K0.02%––
Acadian Asset Management LLC8,403$574.0K0.00%––
Usca Ria LLC8,394$575.0K0.04%––
Curbstone Financial Management Corp8,400$575.0K0.11%––
Banco Santander, S.A.8,469$580.0K0.00%––
Washington Trust Co8,485$580.0K0.02%––
Advisory Services Network, LLC8,479$580.0K0.02%––
Patten & Patten Inc8,487$581.0K0.05%––
Johnson Investment Counsel Inc8,525$584.0K0.01%––
Choate Investment Advisors8,569$586.0K0.04%––
AdvisorNet Financial, Inc8,633$591.0K0.04%––
Philadelphia Trust Co8,768$600.0K0.05%––
Sound Financial Strategies Group, LLC8,799$602.0K0.31%––
Ieq Capital, LLC8,848$606.0K0.03%––
Segall Bryant & Hamill, LLC8,900$607.0K0.01%––
Field & Main Bank8,895$609.0K0.44%––
We Are One Seven, LLC8,904$609.0K0.10%––
Busey Wealth Management8,930$611.0K0.03%––
CWM, LLC7,471$611.0K0.00%––
Resources Investment Advisors, LLC.8,937$612.0K0.03%––
Cetera Investment Advisers8,978$615.0K0.01%––
Sky Investment Group LLC9,008$617.0K0.15%––
Graypoint LLC9,012$617.0K0.09%––
Keeley-Teton Advisors, LLC9,047$619.0K0.06%––
Fishman Jay A Ltd9,065$620.5K0.08%––
City Holding Co9,119$624.0K0.12%––
Marshall Wace North America L.P.9,207$630.0K0.00%––
Bridges Investment Management Inc9,239$632.0K0.02%––
Colony Group LLC9,228$632.0K0.01%––
Paloma Partners Management Co9,268$634.0K0.02%––
Folger Nolan Fleming Douglas Capital Management, Inc9,375$642.0K0.08%––
TRUE Private Wealth Advisors9,439$646.0K0.10%––
FineMark National Bank & Trust9,619$658.0K0.03%––
Guinness Atkinson Asset Management Inc9,652$661.0K0.33%––
Allstate Corp9,685$663.0K0.02%––
Shelton Capital Management9,690$663.0K0.02%––