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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 998 | $82.0K | 0.00% | +710+246.5% | Added |
| Clean Yield Group | 998 | $82.0K | 0.03% | +998 | New |
| Stonebridge Capital Advisors LLC | 1,019 | $83.0K | 0.01% | −62−5.7% | Reduced |
| Fieldpoint Private Securities, LLC | 969 | $87.0K | 0.02% | −118−10.9% | Reduced |
| Piscataqua Savings Bank | 1,076 | $88.0K | 0.08% | −23−2.1% | Reduced |
| Northern Oak Wealth Management Inc | 1,075 | $88.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,071 | $88.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,090 | $89.0K | 0.01% | +28+2.6% | Added |
| Bedel Financial Consulting, Inc. | 1,127 | $92.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,157 | $95.0K | 0.01% | +114+10.9% | Added |
| Gables Capital Management Inc. | 1,175 | $96.0K | 0.07% | −636−35.1% | Reduced |
| Sutton Wealth Advisors Inc. | 1,180 | $96.5K | 0.04% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,184 | $96.8K | 0.03% | −1,000−45.8% | Reduced |
| First Bank & Trust | 1,192 | $97.0K | 0.05% | +137+13.0% | Added |
| Global Retirement Partners, LLC | 1,193 | $98.0K | 0.01% | −588−33.0% | Reduced |
| Fortis Advisors, LLC | 1,200 | $98.0K | 0.06% | +400+50.0% | Added |
| FourThought Financial, LLC | 1,214 | $99.0K | 0.01% | −20−1.6% | Reduced |
| Seeyond | 1,233 | $100.0K | 0.01% | +6+0.5% | Added |
| Clear Perspectives Financial Planning, LLC | 1,231 | $101.0K | 0.05% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,250 | $102.2K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,261 | $103.0K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,272 | $104.0K | 0.01% | −24−1.9% | Reduced |
| Lindbrook Capital, LLC | 1,293 | $106.0K | 0.02% | −500−27.9% | Reduced |
| FinTrust Capital Advisors, LLC | 1,291 | $106.0K | 0.03% | −76−5.6% | Reduced |
| Ironwood Wealth Management, LLC. | 1,315 | $108.0K | 0.06% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 1,319 | $108.0K | 0.06% | +1,319 | New |
| Allworth Financial LP | 1,358 | $111.0K | 0.00% | +45+3.4% | Added |
| Center for Financial Planning, Inc. | 1,375 | $112.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,406 | $114.0K | 0.00% | +313+28.6% | Added |
| Centaurus Financial, Inc. | 1,441 | $118.0K | 0.01% | +1,441 | New |
| First Horizon Corp | 1,461 | $119.0K | 0.01% | −26−1.7% | Reduced |
| Concord Wealth Partners | 1,464 | $120.0K | 0.03% | −67−4.4% | Reduced |
| Jacobi Capital Management LLC | 1,466 | $120.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,514 | $123.8K | 0.02% | −1,486−49.5% | Reduced |
| Parkside Financial Bank & Trust | 1,525 | $124.0K | 0.04% | −423−21.7% | Reduced |
| AllSquare Wealth Management LLC | 1,521 | $124.0K | 0.07% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,544 | $126.0K | 0.01% | +30+2.0% | Added |
| Sonora Investment Management, LLC | 1,582 | $129.0K | 0.02% | +3+0.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,631 | $133.0K | 0.09% | 00.0% | Unchanged |
| First Command Bank | 1,644 | $134.0K | 0.02% | −24−1.4% | Reduced |
| First Command Financial Services, Inc. | 1,644 | $134.0K | 0.02% | −24−1.4% | Reduced |
| First Financial Corp | 1,684 | $138.0K | 0.09% | −18−1.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,721 | $141.0K | 0.00% | +478+38.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,767 | $144.0K | 0.08% | +150+9.3% | Added |
| Spire Wealth Management | 1,786 | $146.0K | 0.00% | +26+1.5% | Added |
| BDO Wealth Advisors, LLC | 1,893 | $155.0K | 0.02% | −123−6.1% | Reduced |
| Belpointe Asset Management LLC | 1,915 | $156.0K | 0.01% | +2+0.1% | Added |
| Vectors Research Management, LLC | 1,973 | $161.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 1,981 | $162.0K | 0.10% | +1,546+355.4% | Added |
| Manchester Capital Management LLC | 2,035 | $166.0K | 0.02% | +11+0.5% | Added |
| Acropolis Investment Management, LLC | 2,037 | $167.0K | 0.02% | −85−4.0% | Reduced |
| Smithfield Trust Co | 2,056 | $168.0K | 0.01% | −586−22.2% | Reduced |
| Ellevest, Inc. | 2,055 | $168.0K | 0.02% | +1,295+170.4% | Added |
| Thomas White International Ltd | 2,170 | $177.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,312 | $189.0K | 0.01% | +478+26.1% | Added |
| Agf Investments Inc. | 2,328 | $190.0K | 0.00% | +2,328 | New |
| Quadrant Capital Group LLC | 2,341 | $191.0K | 0.03% | +131+5.9% | Added |
| CX Institutional | 2,370 | $194.0K | 0.02% | +211+9.8% | Added |
| Leonteq Securities AG | 2,391 | $195.5K | 0.01% | −300−11.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,419 | $198.0K | 0.11% | −200−7.6% | Reduced |
| Logan Capital Management Inc | 2,437 | $199.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,443 | $200.0K | 0.05% | 00.0% | Unchanged |
| Regent Investment Management LLC | 2,449 | $200.0K | 0.05% | +2,449 | New |
| Formidable Asset Management, LLC | 2,361 | $200.0K | 0.04% | +2,361 | New |
| Charter Oak Capital Management, LLC | 2,471 | $202.0K | 0.03% | −10−0.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,469 | $202.0K | 0.03% | +2,469 | New |
| Berkshire Bank | 2,478 | $202.0K | 0.05% | +2,478 | New |
| Arrow Financial Corp | 2,488 | $203.0K | 0.03% | −237−8.7% | Reduced |
| Aveo Capital Partners, LLC | 2,492 | $204.0K | 0.05% | +2,492 | New |
| Eudaimonia Partners, LLC | 2,539 | $208.0K | 0.04% | −77−2.9% | Reduced |
| Optimum Investment Advisors | 2,559 | $209.0K | 0.07% | −284−10.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 2,557 | $209.0K | 0.02% | +2,557 | New |
| Hilltop Holdings Inc. | 2,571 | $210.0K | 0.02% | +2,571 | New |
| GSB Wealth Management, LLC | 2,580 | $211.0K | 0.07% | +2,580 | New |
| Advisor OS, LLC | 2,589 | $211.0K | 0.04% | +2,589 | New |
| Cobblestone Capital Advisors LLC | 2,614 | $214.0K | 0.01% | +2,614 | New |
| Citizens National Bank Trust Department | 2,625 | $215.0K | 0.06% | +2,625 | New |
| Gyon Technologies Capital Management, LP | 2,643 | $216.0K | 0.07% | −8,155−75.5% | Reduced |
| Level Four Advisory Services, LLC | 2,642 | $216.0K | 0.01% | −1,250−32.1% | Reduced |
| Baxter Bros Inc | 2,645 | $216.0K | 0.03% | −400−13.1% | Reduced |
| Associated Banc-Corp | 2,661 | $217.0K | 0.01% | +2,661 | New |
| Lowe Brockenbrough & Co Inc | 2,656 | $217.0K | 0.02% | +2,656 | New |
| Lafayette Investments, Inc. | 2,649 | $217.0K | 0.06% | +2,649 | New |
| FRG Family Wealth Advisors LLC | 2,679 | $219.0K | 0.04% | −555−17.2% | Reduced |
| Brookstone Capital Management | 2,622 | $219.0K | 0.00% | +2,622 | New |
| Prescott Group Capital Management, L.L.C. | 2,700 | $221.0K | 0.06% | +2,700 | New |
| Cipher Capital LP | 2,702 | $221.0K | 0.12% | +2,702 | New |
| Spinnaker Trust | 2,724 | $223.0K | 0.02% | +2,724 | New |
| RSM US Wealth Management LLC | 2,727 | $223.0K | 0.01% | +2,727 | New |
| Anchor Investment Management, LLC | 2,734 | $223.6K | 0.03% | −100−3.5% | Reduced |
| Signaturefd, LLC | 2,738 | $224.0K | 0.01% | +9+0.3% | Added |
| Aevitas Wealth Management, Inc. | 2,752 | $225.0K | 0.14% | +2,752 | New |
| Kovack Advisors, Inc. | 2,750 | $225.0K | 0.03% | +2,750 | New |
| Regal Wealth Group, Inc. | 2,763 | $226.0K | 0.13% | +5+0.2% | Added |
| Asset Dedication, LLC | 2,770 | $226.0K | 0.03% | +510+22.6% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $226.0K | 0.09% | +2,765 | New |
| Proffitt & Goodson Inc | 2,790 | $228.0K | 0.04% | −35−1.2% | Reduced |
| Essex Savings Bank | 2,924 | $229.0K | 0.09% | −219−7.0% | Reduced |
| Davidson Trust Co | 2,801 | $229.0K | 0.18% | +2,801 | New |
| Calamos Wealth Management LLC | 2,831 | $231.0K | 0.02% | +2,831 | New |