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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Riggs Asset Managment Co. Inc. | 231 | $19.0K | 0.01% | +32+16.1% | Added |
| San Francisco Sentry Investment Group (Ca) | 236 | $20.0K | 0.01% | −50−17.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 243 | $20.0K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 249 | $20.0K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 262 | $21.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 257 | $21.0K | 0.00% | +12+4.9% | Added |
| SOA Wealth Advisors, LLC. | 282 | $23.0K | 0.01% | +36+14.6% | Added |
| Wealth Quarterback LLC | 279 | $23.0K | 0.01% | +279 | New |
| Financial Insights, Inc. | 289 | $23.6K | 0.02% | +289 | New |
| Ade, LLC | 292 | $24.0K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 307 | $25.0K | 0.00% | −338−52.4% | Reduced |
| Old Second National Bank of Aurora | 300 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 307 | $25.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 315 | $25.8K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 324 | $26.0K | 0.01% | −25−7.2% | Reduced |
| Gemmer Asset Management LLC | 318 | $26.0K | 0.00% | +7+2.3% | Added |
| CVA Family Office, LLC | 315 | $26.0K | 0.01% | +25+8.6% | Added |
| First National Bank of South Miami | 330 | $27.0K | 0.02% | −88−21.1% | Reduced |
| BerganKDV Wealth Management, LLC | 328 | $27.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 339 | $28.0K | 0.01% | +49+16.9% | Added |
| Heritage Wealth Advisors | 350 | $28.6K | 0.00% | +350 | New |
| CKW Financial Group | 350 | $29.0K | 0.00% | −100−22.2% | Reduced |
| Baldwin Brothers Inc | 357 | $29.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 350 | $29.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 350 | $29.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 357 | $29.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 350 | $29.0K | 0.02% | +41+13.3% | Added |
| Versant Capital Management, Inc | 349 | $29.0K | 0.01% | +87+33.2% | Added |
| Motco | 366 | $30.0K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 369 | $30.0K | 0.02% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 385 | $31.0K | 0.02% | −219−36.3% | Reduced |
| Vigilant Capital Management, LLC | 379 | $31.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 395 | $32.0K | 0.00% | −66−14.3% | Reduced |
| Van Eck Associates Corp | 389 | $32.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 400 | $32.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 395 | $32.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 387 | $32.0K | 0.01% | −1−0.3% | Reduced |
| Better Money Decisions, LLC | 401 | $33.0K | 0.03% | −62−13.4% | Reduced |
| Gradient Investments LLC | 407 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 404 | $33.0K | 0.01% | −10−2.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 400 | $33.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 398 | $33.0K | 0.03% | +398 | New |
| Front Row Advisors LLC | 378 | $34.0K | 0.01% | −3−0.8% | Reduced |
| SRS Capital Advisors, Inc. | 414 | $34.0K | 0.00% | +414 | New |
| West Branch Capital LLC | 446 | $36.0K | 0.02% | +446 | New |
| Truehand, Inc | 474 | $39.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 489 | $40.0K | 0.01% | +148+43.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 599 | $41.0K | 0.00% | +599 | New |
| Deseret Mutual Benefit Administrators | 501 | $41.0K | 0.01% | +501 | New |
| Bray Capital Advisors | 531 | $43.0K | 0.01% | −1,270−70.5% | Reduced |
| Firestone Capital Management | 525 | $43.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 539 | $44.0K | 0.02% | −85−13.6% | Reduced |
| Rockbridge Investment Management, LCC | 551 | $45.0K | 0.01% | +315+133.5% | Added |
| Aspire Private Capital, LLC | 559 | $46.0K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 568 | $46.0K | 0.02% | +568 | New |
| Benjamin F. Edwards & Company, Inc. | 572 | $47.0K | 0.00% | −12−2.1% | Reduced |
| TCI Wealth Advisors, Inc. | 580 | $47.0K | 0.01% | +12+2.1% | Added |
| Isthmus Partners, LLC | 576 | $47.0K | 0.01% | +576 | New |
| Jackson, Grant Investment Advisers, Inc. | 586 | $48.0K | 0.02% | +2+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 589 | $48.0K | 0.01% | +1+0.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 629 | $51.0K | 0.02% | −121−16.1% | Reduced |
| Old North State Trust, LLC | 639 | $52.0K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 597 | $53.0K | 0.03% | +45+8.2% | Added |
| Sargent Bickham Lagudis LLC | 661 | $54.0K | 0.00% | −8−1.2% | Reduced |
| Freedman Financial Associates, Inc. | 664 | $54.0K | 0.04% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 682 | $56.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 679 | $56.0K | 0.01% | +70+11.5% | Added |
| Carolinas Wealth Consulting LLC | 698 | $57.0K | 0.01% | −366−34.4% | Reduced |
| Crescent Capital Consulting, LLC | 704 | $58.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 716 | $59.0K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 716 | $59.0K | 0.02% | −2−0.3% | Reduced |
| Walleye Trading LLC | 730 | $60.0K | 0.00% | −2,400−76.7% | Reduced |
| Mercer Capital Advisers, Inc. | 728 | $60.0K | 0.03% | −11−1.5% | Reduced |
| TFC Financial Management | 728 | $60.0K | 0.02% | +1+0.1% | Added |
| Hexagon Capital Partners LLC | 763 | $62.0K | 0.02% | −260−25.4% | Reduced |
| Hanson & Doremus Investment Management | 1,014 | $63.0K | 0.02% | −22−2.1% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 800 | $65.0K | 0.00% | −187−18.9% | Reduced |
| Howe & Rusling Inc | 815 | $67.0K | 0.01% | −2−0.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 822 | $67.0K | 0.01% | +822 | New |
| Point72 Hong Kong Ltd | 835 | $68.0K | 0.00% | −40,471−98.0% | Reduced |
| CoreFirst Bank & Trust | 832 | $68.0K | 0.05% | −161−16.2% | Reduced |
| Acima Private Wealth, LLC | 834 | $68.0K | 0.03% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 842 | $68.0K | 0.01% | +239+39.6% | Added |
| PrairieView Partners, LLC | 872 | $71.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 864 | $71.0K | 0.01% | +61+7.6% | Added |
| Capital Advisors, Ltd. LLC | 877 | $72.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 871 | $73.0K | 0.06% | +871 | New |
| Brewin Dolphin Wealth Management Ltd | 900 | $73.6K | 0.01% | −545−37.7% | Reduced |
| Aua Capital Management, LLC | 900 | $74.0K | 0.05% | −125−12.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 907 | $74.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 899 | $74.0K | 0.02% | +175+24.2% | Added |
| Johnson Financial Group, Inc. | 917 | $75.0K | 0.00% | +18+2.0% | Added |
| Crewe Advisors LLC | 933 | $76.0K | 0.02% | −50−5.1% | Reduced |
| Filbrandt Wealth Management, LLC | 930 | $76.0K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 944 | $77.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 957 | $78.0K | 0.02% | +2+0.2% | Added |
| Pflug Koory, LLC | 967 | $79.0K | 0.04% | −140−12.6% | Reduced |
| Baystate Wealth Management LLC | 970 | $79.0K | 0.01% | −13−1.3% | Reduced |
| Horan Securities, Inc. | 966 | $79.0K | 0.06% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 968 | $79.0K | 0.01% | +968 | New |