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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
Ethic Inc.7,189$492.0K0.09%––
Gsa Capital Partners LLP7,139$489.0K0.08%––
Aull & Monroe Investment Management Corp7,126$488.0K0.24%––
Westhampton Capital, LLC7,101$486.0K0.34%––
Pillar Pacific Capital Management LLC7,076$484.0K0.04%––
Everett Harris & Co7,059$483.0K0.01%––
Rafferty Asset Management, LLC7,042$482.0K0.00%––
Trust Co of Virginia7,039$481.0K0.06%––
River Wealth Advisors LLC7,022$481.0K0.09%––
Allred Capital Management, LLC6,914$473.3K0.21%––
South Dakota Investment Council6,889$472.0K0.01%––
Mutual Advisors, LLC6,896$472.0K0.03%––
Chicago Capital, LLC6,880$471.0K0.02%––
OneAscent Financial Services LLC6,873$470.0K0.46%––
Parallel Advisors, LLC6,848$469.0K0.02%––
Journey Advisory Group, LLC6,855$469.0K0.16%––
Capital City Trust Co6,830$468.0K0.15%––
ELCO Management Co., LLC6,817$467.0K0.42%––
Bessemer Group Inc6,727$461.0K0.00%––
Snowden Capital Advisors LLC6,702$458.8K0.03%––
Holderness Investments Co6,656$456.0K0.16%––
Gamble Jones Investment Counsel6,487$444.0K0.03%––
Bryn Mawr Trust Co6,459$442.0K0.02%––
Security National Bank of Sioux City Iowa6,385$437.0K0.35%––
Donaldson Capital Management, LLC6,287$430.0K0.02%––
Avantax Advisory Services, Inc.6,251$429.0K0.01%––
Means Investment Co., Inc.6,237$427.0K0.10%––
Dividend Assets Capital, LLC6,244$427.0K0.08%––
Werlinich Asset Management, LLC6,225$426.1K0.37%––
Meiji Yasuda Asset Management Co Ltd.6,222$426.0K0.03%––
Forte Capital LLC6,213$425.0K0.07%––
Oppenheimer Asset Management Inc.6,201$424.0K0.01%––
Grimes & Company, Inc.6,180$423.0K0.02%––
Ativo Capital Management LLC6,144$421.0K0.18%––
Livforsakringsbolaget Skandia, Omsesidigt6,156$421.0K0.03%––
Sigma Planning Corp6,132$420.0K0.01%––
Fiduciary Group LLC5,392$420.0K0.05%––
Surevest, LLC6,126$419.0K0.13%––
Shayne & Co., LLC6,071$416.0K0.25%––
Meridian Management Co6,056$415.0K0.13%––
First National Trust Co6,026$413.0K0.03%––
Coastline Trust Co6,018$411.0K0.05%––
KCM Investment Advisors LLC5,867$402.0K0.02%––
Charter Trust Co5,869$401.0K0.04%––
Excalibur Management Corp5,841$400.0K0.20%––
Corient Capital Partners, LLC5,833$399.0K0.03%––
First City Capital Management, Inc.5,222$398.0K0.23%––
Kestra Private Wealth Services, LLC5,808$398.0K0.03%––
American Portfolios Advisors5,686$389.2K0.02%––
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%––
swisspartners Ltd.5,639$387.0K0.31%––
Fulton Bank, N.A.5,644$386.0K0.02%––
Stevens Capital Management LP5,622$385.0K0.21%––
Venture Visionary Partners LLC5,622$384.0K0.03%––
Sowell Financial Services LLC4,893$383.0K0.01%––
Profund Advisors LLC5,578$382.0K0.01%––
Transform Wealth, LLC5,579$382.0K0.08%––
Bank of the West5,554$380.0K0.04%––
Bath Savings Trust Co5,522$378.0K0.05%––
Flagship Harbor Advisors, LLC5,529$378.0K0.04%––
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%––
Exencial Wealth Advisors, LLC5,453$373.0K0.02%––
Symmetry Partners, LLC5,446$373.0K0.03%––
Occudo Quantitative Strategies LP5,429$372.0K0.08%––
Columbia Asset Management5,386$369.0K0.07%––
Wealthstreet Investment Advisors, LLC5,350$366.0K0.04%––
Bull Street Advisors, LLC5,291$362.0K0.20%––
Papp L Roy & Associates5,279$361.0K0.05%––
Moors & Cabot, Inc.5,297$361.0K0.03%––
Unison Advisors LLC5,245$359.0K0.07%––
Foster & Motley Inc5,228$358.0K0.03%––
Boston Financial Mangement LLC5,214$357.0K0.02%––
Umb Bank N A5,180$355.0K0.01%––
Avalon Investment & Advisory5,162$353.0K0.01%––
Wilbanks Smith & Thomas Asset Management LLC5,149$352.0K0.02%––
Penobscot Investment Management Company, Inc.5,133$351.0K0.06%––
Kistler-Tiffany Companies, LLC5,114$350.0K0.09%––
HighPoint Advisor Group LLC4,952$350.0K0.04%––
Kingsview Wealth Management, LLC5,016$347.0K0.02%––
Chemung Canal Trust Co5,052$346.0K0.07%––
J.W. Cole Advisors, Inc.5,051$346.0K0.03%––
Mitchell & Pahl Private Wealth, LLC5,024$344.0K0.27%––
Gifford Fong Associates5,000$342.0K0.07%––
Conning Inc.4,980$341.0K0.01%––
GYL Financial Synergies, LLC4,953$339.0K0.19%––
Wetherby Asset Management Inc4,938$338.0K0.03%––
Covington Capital Management4,935$338.0K0.01%––
McDonald Partners LLC4,919$337.0K0.09%––
NorthCoast Asset Management LLC4,895$335.0K0.01%––
Carroll Financial Associates, Inc.4,868$333.0K0.02%––
Peoples Financial Services Corp.4,856$332.0K0.14%––
Compton Capital Management Inc4,855$332.0K0.10%––
Azimuth Capital Management LLC4,825$330.0K0.02%––
Tiemann Investment Advisors, LLC4,799$329.0K0.16%––