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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
XTX Topco Ltd11,666$799.0K0.39%––
Principle Wealth Partners LLC11,595$794.0K0.10%––
Cetera Advisors LLC11,500$787.0K0.02%––
Cloverfields Capital Group, LP11,440$783.0K0.25%––
Simmons Bank11,407$781.0K0.06%––
Bragg Financial Advisors, Inc11,335$776.0K0.05%––
Bollard Group LLC11,344$776.0K0.03%––
Central Trust Co11,237$769.0K0.03%––
Advisor Partners LLC11,185$766.0K0.05%––
TCF National Bank11,180$765.0K0.09%––
Oppenheimer & Co Inc11,122$761.0K0.02%––
Kentucky Retirement Systems Insurance Trust Fund11,104$760.0K0.08%––
BBVA USA Bancshares, Inc.10,934$749.0K0.04%––
LMR Partners LLP10,925$748.0K0.02%––
IMA Wealth, Inc.10,911$747.0K0.18%––
Abbrea Capital, LLC10,865$744.0K0.12%––
Perigon Wealth Management, LLC10,860$743.0K0.08%––
Investment Management of Virginia LLC10,794$739.0K0.15%––
Everence Capital Management Inc10,790$739.0K0.07%––
Vestmark Advisory Solutions, Inc.10,794$739.0K0.07%––
Gyon Technologies Capital Management, LP10,798$739.0K0.32%––
Selway Asset Management10,760$737.0K0.43%––
Crestwood Advisors Group LLC10,645$729.0K0.02%––
Azzad Asset Management Inc10,647$728.8K0.12%––
USS Investment Management Ltd10,635$728.0K0.01%––
Natixis Investment Managers International10,635$727.0K0.05%––
Nomura Holdings Inc10,588$726.0K0.01%––
Banco Bilbao Vizcaya Argentaria, S.A.10,206$699.0K0.01%––
Burns J W & Co Inc10,207$699.0K0.12%––
Atlantic Union Bankshares Corp10,170$696.0K0.07%––
Panagora Asset Management Inc10,067$689.0K0.00%––
Argent Trust Co10,029$686.0K0.05%––
Canal Insurance CO10,000$685.0K0.26%––
Sequoia Financial Advisors, LLC9,984$683.0K0.03%––
Allstate Corp9,685$663.0K0.02%––
Shelton Capital Management9,690$663.0K0.02%––
Guinness Atkinson Asset Management Inc9,652$661.0K0.33%––
FineMark National Bank & Trust9,619$658.0K0.03%––
TRUE Private Wealth Advisors9,439$646.0K0.10%––
Folger Nolan Fleming Douglas Capital Management, Inc9,375$642.0K0.08%––
Paloma Partners Management Co9,268$634.0K0.02%––
Bridges Investment Management Inc9,239$632.0K0.02%––
Colony Group LLC9,228$632.0K0.01%––
Marshall Wace North America L.P.9,207$630.0K0.00%––
City Holding Co9,119$624.0K0.12%––
Fishman Jay A Ltd9,065$620.5K0.08%––
Keeley-Teton Advisors, LLC9,047$619.0K0.06%––
Sky Investment Group LLC9,008$617.0K0.15%––
Graypoint LLC9,012$617.0K0.09%––
Cetera Investment Advisers8,978$615.0K0.01%––
Resources Investment Advisors, LLC.8,937$612.0K0.03%––
Busey Wealth Management8,930$611.0K0.03%––
CWM, LLC7,471$611.0K0.00%––
Field & Main Bank8,895$609.0K0.44%––
We Are One Seven, LLC8,904$609.0K0.10%––
Segall Bryant & Hamill, LLC8,900$607.0K0.01%––
Ieq Capital, LLC8,848$606.0K0.03%––
Sound Financial Strategies Group, LLC8,799$602.0K0.31%––
Philadelphia Trust Co8,768$600.0K0.05%––
AdvisorNet Financial, Inc8,633$591.0K0.04%––
Choate Investment Advisors8,569$586.0K0.04%––
Johnson Investment Counsel Inc8,525$584.0K0.01%––
Patten & Patten Inc8,487$581.0K0.05%––
Banco Santander, S.A.8,469$580.0K0.00%––
Washington Trust Co8,485$580.0K0.02%––
Advisory Services Network, LLC8,479$580.0K0.02%––
Usca Ria LLC8,394$575.0K0.04%––
Curbstone Financial Management Corp8,400$575.0K0.11%––
Acadian Asset Management LLC8,403$574.0K0.00%––
National Asset Management, Inc.8,364$573.0K0.02%––
Montag A & Associates Inc8,360$572.0K0.03%––
Perkins Coie Trust Co8,324$570.0K0.19%––
Stratos Wealth Partners, LTD.8,222$563.0K0.02%––
South State Corp.8,203$562.0K0.05%––
Wendell David Associates Inc8,216$562.0K0.07%––
Home Federal Bank of Tennessee8,190$561.0K0.21%––
LS Investment Advisors, LLC8,188$560.0K0.03%––
Merit Financial Group, LLC8,097$554.0K0.06%––
Stonehage Fleming Financial Services Holdings Ltd7,936$554.0K0.02%––
Brown Advisory Securities, LLC7,993$547.0K0.09%––
Cresset Asset Management, LLC7,937$544.0K0.01%––
CIBC World Markets Inc.7,931$543.0K0.00%––
Tower Bridge Advisors7,916$541.9K0.04%––
Weld Capital Management LLC7,903$541.0K0.23%––
Headinvest, LLC7,870$538.0K0.11%––
Baldwin Investment Management, LLC7,627$522.0K0.10%––
Parsec Financial Management, Inc.7,622$522.0K0.03%––
Valley Brook Capital Group7,604$520.0K0.47%––
Vestcor Inc7,581$519.0K0.02%––
Security National Bank of So Dak7,579$518.0K0.43%––
First Hawaiian Bank7,506$514.0K0.02%––
Curated Wealth Partners LLC7,493$513.0K0.32%––
Caldwell Trust Co7,455$510.3K0.07%––
Pinnacle Associates Ltd7,453$510.0K0.01%––
Amussen Hunsaker Associates LLC7,458$510.0K0.16%––
DuPont Capital Management Corp7,380$505.0K0.01%––
Resources Management Corp7,215$494.0K0.07%––
Ar Asset Management Inc7,200$493.0K0.15%––
Rikoon Group, LLC7,201$493.0K0.13%––
Ascension Asset Management LLC7,188$492.0K0.34%––