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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
Private Capital Group, LLC4,805$329.0K0.08%––
Monterey Private Wealth, Inc.4,312$329.0K0.18%––
1st Source Bank4,785$328.0K0.02%––
Pointe Capital Management LLC4,776$327.0K0.23%––
Sovereign Financial Group, Inc.4,729$324.0K0.20%––
STRS Ohio4,722$323.0K0.00%––
Sound View Wealth Advisors Group, LLC4,707$322.0K0.07%––
Valeo Financial Advisors, LLC4,694$321.0K0.01%––
SeaCrest Wealth Management, LLC4,684$321.0K0.04%––
Westport Asset Management Inc4,127$319.0K0.15%––
Security National Trust Co4,661$319.0K0.08%––
Williams Jones Wealth Management, LLC.4,650$318.0K0.00%––
Sageworth Trust Co4,634$317.0K0.03%––
Enterprise Financial Services Corp4,624$316.0K0.06%––
Frontier Wealth Management LLC4,623$316.0K0.02%––
Tucker Asset Management LLC4,610$315.6K0.17%––
Gotham Asset Management, LLC4,590$314.0K0.01%––
Csenge Advisory Group4,442$314.0K0.03%––
FDx Advisors, Inc.4,580$313.0K0.01%––
Beck Mack & Oliver LLC4,547$311.0K0.01%––
Hutchinson Capital Management4,547$311.0K0.08%––
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%––
Optas, LLC4,492$307.0K0.10%––
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%––
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%––
Roberts Glore & Co Inc4,442$304.0K0.10%––
Financial Advocates Investment Management4,212$301.0K0.02%––
Ropes Wealth Advisors LLC3,865$300.0K0.05%––
Mid Atlantic Financial Management Inc4,368$299.0K0.02%––
Concentric Wealth Management, LLC4,375$299.0K0.10%––
Wealthspire Advisors, LLC4,359$298.0K0.01%––
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%––
Court Place Advisors, LLC4,283$293.0K0.09%––
Boston Family Office LLC4,278$292.0K0.02%––
Diversified Trust Co4,260$292.0K0.01%––
United Bank4,252$291.0K0.04%––
Clearstead Advisors, LLC4,238$290.0K0.02%––
Harbour Investments, Inc.4,227$289.0K0.01%––
Ramsay, Stattman, Vela & Price, Inc.4,194$287.0K0.08%––
Wade G W & Inc4,172$286.0K0.02%––
Mount Yale Investment Advisors, LLC4,172$286.0K0.04%––
Shakespeare Wealth Management, Inc.4,142$284.0K0.12%––
Boenning & Scattergood, Inc.4,100$281.0K0.05%––
St Germain D J Co Inc4,100$281.0K0.02%––
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%––
Two Sigma Securities, LLC4,040$277.0K0.06%––
Bard Financial Services, Inc.4,040$277.0K0.03%––
Adirondack Trust Co4,040$276.0K0.15%––
Moneta Group Investment Advisors LLC4,032$276.0K0.01%––
Aberdeen Wealth Management LLC4,024$275.0K0.22%––
Heritage Way Advisors, LLC4,000$274.0K0.12%––
Community Bank, N.A.3,970$272.0K0.03%––
Wedbush Securities Inc3,961$271.0K0.02%––
Empirical Finance, LLC4,014$271.0K0.05%––
Delta Financial Advisors LLC3,908$268.0K0.13%––
Cerity Partners LLC3,896$267.0K0.01%––
Level Four Advisory Services, LLC3,892$266.0K0.02%––
Crawford Investment Counsel Inc3,869$265.0K0.01%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,869$265.0K0.00%––
Obermeyer Wood Investment Counsel, LLLP3,835$263.0K0.02%––
Douglass Winthrop Advisors, LLC3,832$262.0K0.01%––
Beacon Pointe Advisors, LLC3,794$261.0K0.02%––
Orion Portfolio Solutions, LLC3,785$259.0K0.01%––
David Loasby3,774$258.0K0.04%––
Capital Analysts, LLC3,737$255.0K0.02%––
JustInvest LLC3,731$255.0K0.04%––
CPWM, LLC3,710$254.0K0.02%––
Geneos Wealth Management Inc.3,268$254.0K0.01%––
Cullen Capital Management LLC3,665$251.0K0.00%––
Burleson & Company, LLC3,673$251.0K0.04%––
St. Louis Trust Co3,658$250.0K0.06%––
Altium Wealth Management LLC3,648$250.0K0.02%––
American Century Companies Inc3,633$249.0K0.00%––
Cypress Capital Management LLC (WY)3,617$248.0K0.22%––
Laurel Wealth Advisors LLC3,630$248.0K0.06%––
Goelzer Investment Management, Inc.3,610$247.0K0.02%––
MEMBERS Trust Co3,611$247.0K0.01%––
Farmers National Bank3,595$246.1K0.09%––
Patriot Financial Group Insurance Agency, LLC3,544$243.0K0.06%––
Brighton Jones LLC3,539$242.0K0.01%––
Fruth Investment Management3,540$242.0K0.08%––
Reynders McVeigh Capital Management, LLC3,514$241.0K0.02%––
HBK Sorce Advisory LLC3,501$240.0K0.01%––
Howland Capital Management LLC3,489$239.0K0.01%––
Ancora Advisors, LLC3,461$237.0K0.01%––
Harbor Investment Advisory, LLC3,464$237.0K0.04%––