Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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, Q2 2021

Institutional positions in Otis Worldwide Corp as of Jun 30, 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: 1,142; +20 vs. Q1 2021
Shares held: 359.4M; −15.0M (−4.0%) vs. Q1 2021
Total value: $29.4B; +$3.75B (+14.6%) vs. Q1 2021
New holders: 116; 334 more added
Sold out: 96; 485 more reduced

12 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,142 institutions

Value heldQ2 2021: $29.4B

Institutions holding OTIS and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,232	$25.6B
Q1 2026	1,245	$26.6B
Q4 2025	1,311	$30.9B
Q3 2025	1,253	$31.1B
Q2 2025	1,270	$34.8B
Q1 2025	1,248	$36.8B
Q4 2024	1,234	$33.7B
Q3 2024	1,200	$37.4B
Q2 2024	1,191	$34.1B
Q1 2024	1,202	$34.8B
Q4 2023	1,190	$31.9B
Q3 2023	1,099	$28.7B
Q2 2023	1,124	$31.9B
Q1 2023	1,101	$30.1B
Q4 2022	1,106	$27.8B
Q3 2022	1,045	$22.6B
Q2 2022	1,090	$25.0B
Q1 2022	1,147	$27.1B
Q4 2021	1,199	$30.9B
Q3 2021	1,145	$29.5B
Q2 2021	1,142	$29.4B
Q1 2021	1,134	$25.7B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2021.

Institutions holding OTIS in Q2 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coastal Capital Group, Inc.	2	$0	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	–	$163	0.00%	–	New
Kelly Financial Services LLC	21,071	$258	0.01%	+20,814+8,098.8%	Added
TSFG, LLC	9	$1.00K	0.00%	−75−89.3%	Reduced
Ogorek Anthony Joseph	23	$1.00K	0.00%	00.0%	Unchanged
American National Bank	5	$1.00K	0.00%	00.0%	Unchanged
Arlington Partners LLC	9	$1.00K	0.00%	00.0%	Unchanged
Syverson Strege & Co	8	$1.00K	0.00%	00.0%	Unchanged
NVWM, LLC	12	$1.00K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	14	$1.00K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	11	$1.00K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	10	$1.00K	0.00%	00.0%	Unchanged
HBC Financial Services, PLLC	12	$1.00K	0.00%	00.0%	Unchanged
Bellwether Advisors, LLC	14	$1.00K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	17	$1.00K	0.00%	+17	New
PNC Managed Account Solutions, Inc.	15	$1.00K	0.00%	+15	New
Flagship Private Wealth, LLC	23	$1.93K	0.00%	00.0%	Unchanged
Earnest Partners LLC	28	$2.00K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	22	$2.00K	0.00%	−4−15.4%	Reduced
Pacific Center for Financial Services	25	$2.00K	0.00%	00.0%	Unchanged
Savior LLC	20	$2.00K	0.00%	−12−37.5%	Reduced
IAG Wealth Partners, LLC	20	$2.00K	0.00%	00.0%	Unchanged
Twin Lakes Capital Management, LLC	22	$2.00K	0.00%	00.0%	Unchanged
TD Capital Management LLC	20	$2.00K	0.00%	00.0%	Unchanged
Wagner Wealth Management, LLC	20	$2.00K	0.00%	00.0%	Unchanged
Standard Family Office LLC	21	$2.00K	0.00%	00.0%	Unchanged
Paragon Wealth Strategies, LLC	25	$2.00K	0.00%	+25	New
Banco de Sabadell, S.A	36	$3.00K	0.00%	−69,108−99.9%	Reduced
Barrett Asset Management, LLC	37	$3.00K	0.00%	−123−76.9%	Reduced
Valley National Advisers Inc	41	$3.00K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	42	$3.00K	0.00%	00.0%	Unchanged
Cribstone Capital Management, LLC	32	$3.00K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	34	$3.00K	0.00%	+16+88.9%	Added
Global Financial Private Client, LLC	37	$3.04K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	45	$4.00K	0.00%	−31−40.8%	Reduced
Trust Co	54	$4.00K	0.00%	00.0%	Unchanged
Independence Bank of Kentucky	51	$4.00K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	43	$4.00K	0.00%	00.0%	Unchanged
Assetmark, Inc	51	$4.00K	0.00%	+23+82.1%	Added
Atlas Private Wealth Advisors	43	$4.00K	0.00%	+16+59.3%	Added
Ten Capital Wealth Advisors, LLC	50	$4.00K	0.00%	+16+47.1%	Added
McIlrath & Eck, LLC	51	$4.00K	0.00%	+47+1,175.0%	Added
Ellis Investment Partners, LLC	60	$4.00K	0.00%	+60	New
Cordant, Inc.	44	$4.00K	0.00%	+44	New
Creative Financial Designs Inc	67	$5.00K	0.00%	00.0%	Unchanged
Lenox Wealth Advisors, LLC	61	$5.00K	0.00%	+1+1.7%	Added
Roble, Belko & Company, Inc	64	$5.00K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	56	$5.00K	0.00%	00.0%	Unchanged
Tradition Wealth Management, LLC	65	$5.00K	0.00%	+65	New
Mine & Arao Wealth Creation & Management, LLC.	75	$6.00K	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	83	$6.00K	0.00%	+20+31.7%	Added
Horrell Capital Management, Inc.	86	$7.00K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	83	$7.00K	0.00%	+1+1.2%	Added
Larson Financial Group LLC	88	$7.00K	0.00%	00.0%	Unchanged
Altshuler Shaham Ltd	90	$7.00K	0.00%	+90	New
West Paces Advisors Inc.	96	$7.85K	0.00%	00.0%	Unchanged
First PREMIER Bank	100	$8.00K	0.00%	−70−41.2%	Reduced
JJJ Advisors Inc.	97	$8.00K	0.00%	00.0%	Unchanged
Phoenix Wealth Advisors	100	$8.00K	0.01%	00.0%	Unchanged
Resolute Partners Group	102	$8.00K	0.00%	00.0%	Unchanged
Exchange Traded Concepts, LLC	99	$8.00K	0.00%	+99	New
Pacitti Group Inc.	115	$9.00K	0.01%	00.0%	Unchanged
Professional Financial Advisors, LLC	108	$9.00K	0.00%	+108	New
Pin Oak Investment Advisors Inc	120	$10.0K	0.01%	00.0%	Unchanged
Norway Savings Bank	117	$10.0K	0.00%	00.0%	Unchanged
Lumature Wealth Partners, LLC	121	$10.0K	0.00%	00.0%	Unchanged
Ford Financial Group, LLC	132	$10.0K	0.00%	+132	New
Tarbox Family Office, Inc.	131	$11.0K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	130	$11.0K	0.00%	+130	New
Sound Income Strategies, LLC	141	$12.0K	0.00%	−399−73.9%	Reduced
Private Ocean, LLC	150	$12.0K	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	142	$12.0K	0.01%	00.0%	Unchanged
Clearview Wealth Advisors LLC	150	$12.0K	0.01%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	153	$12.0K	0.01%	00.0%	Unchanged
Annapolis Financial Services, LLC	150	$12.0K	0.00%	00.0%	Unchanged
True Link Financial Advisors, LLC	142	$12.0K	0.00%	+30+26.8%	Added
Personal Wealth Partners	143	$12.0K	0.00%	+143	New
Prentice Wealth Management LLC	156	$13.0K	0.01%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	171	$14.0K	0.00%	−100−36.9%	Reduced
Tortoise Investment Management, LLC	175	$14.0K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	167	$14.0K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	184	$15.0K	0.01%	00.0%	Unchanged
Perennial Advisors, LLC	180	$15.0K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	178	$15.0K	0.01%	00.0%	Unchanged
Financial Perspectives, Inc	194	$15.9K	0.01%	−13,085−98.5%	Reduced
Pinnacle Financial Partners Inc	190	$16.0K	0.00%	−178−48.4%	Reduced
Endurance Wealth Management, Inc.	205	$16.0K	0.00%	−29−12.4%	Reduced
Hall Laurie J Trustee	189	$16.0K	0.01%	00.0%	Unchanged
Westside Investment Management, Inc.	196	$16.0K	0.00%	00.0%	Unchanged
TD Ameritrade Investment Management, LLC	200	$16.0K	0.00%	+57+39.9%	Added
Pinnacle Wealth Advisors	190	$16.0K	0.00%	+190	New
Parisi Gray Wealth Management	192	$16.0K	0.01%	+192	New
Strategic Blueprint, LLC	197	$16.0K	0.00%	+197	New
Towarzystwo Funduszy Inwestycyjnych Pzu SA	204	$16.7K	0.02%	00.0%	Unchanged
First Quadrant L P	211	$17.0K	0.00%	+211	New
Archer Investment Corp	215	$17.6K	0.01%	−120−35.8%	Reduced
MCF Advisors LLC	228	$19.0K	0.00%	00.0%	Unchanged
Selective Wealth Management, Inc.	227	$19.0K	0.02%	00.0%	Unchanged
Capital Advisory Group Advisory Services, LLC	231	$19.0K	0.01%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	230	$19.0K	0.02%	00.0%	Unchanged