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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, 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
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 heldQ2 2021: $29.4B
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
Union Heritage Capital, LLC0$00.00%−3,030−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−2,771−100.0%Sold out
Iat Reinsurance Co Ltd.0$00.00%−2,746−100.0%Sold out
MPS Loria Financial Planners, LLC0$00.00%−2,208−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−2,192−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−2,103−100.0%Sold out
Mascoma Wealth Management LLC0$00.00%−1,455−100.0%Sold out
Atlas Private Wealth Management0$00.00%−1,094−100.0%Sold out
Grace Capital0$00.00%−1,000−100.0%Sold out
Wall Street Access Asset Management, LLC0$00.00%−800−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−744−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−612−100.0%Sold out
Fiduciary Planning LLC0$00.00%−500−100.0%Sold out
Laffer Tengler Investments0$00.00%−335−100.0%Sold out
Arcadia Investment Management Corp0$00.00%−250−100.0%Sold out
Cowa, LLC0$00.00%−230−100.0%Sold out
Certified Advisory Corp0$00.00%−213−100.0%Sold out
Cascade Investment Advisors, Inc.0$00.00%−206−100.0%Sold out
RMR Wealth Builders0$00.00%−187−100.0%Sold out
New England Asset Management Inc0$00.00%−133−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−124−100.0%Sold out
Cutler Group LP0$00.00%−124−100.0%Sold out
Manchester Financial Inc0$00.00%−70−100.0%Sold out
Brand Asset Management Group, Inc.0$00.00%−75−100.0%Sold out
Providence Capital Advisors, LLC0$00.00%−54−100.0%Sold out
Lee Financial Co0$00.00%−50−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−50−100.0%Sold out
Grandview Asset Management LLC0$00.00%−50−100.0%Sold out
Abundance Wealth Counselors0$00.00%−50−100.0%Sold out
Laurel Wealth Planning LLC0$00.00%−43−100.0%Sold out
WealthShield Partners, LLC0$00.00%−25−100.0%Sold out
Hoover Financial Advisors, Inc.0$00.00%−7−100.0%Sold out
Leelyn Smith, LLC0$00.00%−15−100.0%Sold out
HighMark Wealth Management LLC0$00.00%−10−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−10−100.0%Sold out
Credit Agricole S A0$00.00%−6−100.0%Sold out
Investors Research Corp0$00.00%−3−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−9−100.0%Sold out
Amundi Asset Management US, Inc.––––Not filed
Fundsmith Long/Short Master Fund––––Not filed
Bokf, NA––––Not filed
OneAscent Wealth Management LLC––––Not filed
TCF National Bank––––Not filed
BBVA USA Bancshares, Inc.––––Not filed
Rikoon Group, LLC––––Not filed
Pillar Pacific Capital Management LLC––––Not filed
OneAscent Financial Services LLC––––Not filed
Sullivan, Bruyette, Speros & Blaney, LLC––––Not filed
Tompkins Financial Corp––––Not filed
CSat Investment Advisory, L.P.––––Not filed