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 |
|---|---|---|---|---|---|
| True North Advisors, LLC | 2,839 | $232.0K | 0.05% | +2,839 | New |
| Legacy Bridge, LLC | 2,851 | $233.0K | 0.13% | −45−1.6% | Reduced |
| Focus Financial Network, Inc. | 2,851 | $233.1K | 0.03% | +2,851 | New |
| Avantax Planning Partners, Inc. | 2,865 | $234.0K | 0.01% | −125−4.2% | Reduced |
| Freestone Capital Holdings, LLC | 2,864 | $234.0K | 0.01% | +2,864 | New |
| Integrated Wealth Concepts LLC | 2,892 | $236.0K | 0.01% | +2,892 | New |
| Institute for Wealth Management, LLC. | 2,897 | $237.0K | 0.04% | −136−4.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,900 | $237.0K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,894 | $237.0K | 0.10% | +2,894 | New |
| Resonant Capital Advisors, LLC | 2,903 | $237.0K | 0.05% | +2,903 | New |
| Brighton Jones LLC | 2,913 | $238.0K | 0.01% | −626−17.7% | Reduced |
| Crawford Investment Counsel Inc | 2,927 | $239.0K | 0.00% | −942−24.3% | Reduced |
| NEXT Financial Group, Inc | 2,929 | $239.0K | 0.02% | −219−7.0% | Reduced |
| Montis Financial, LLC | 2,953 | $241.0K | 0.20% | 00.0% | Unchanged |
| Farmers Trust Co | 2,967 | $242.0K | 0.05% | −57−1.9% | Reduced |
| SlateStone Wealth, LLC | 2,976 | $243.0K | 0.06% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,968 | $243.0K | 0.02% | +2,968 | New |
| Capital Planning Advisors, LLC | 2,969 | $243.0K | 0.05% | +2,969 | New |
| Meridian Wealth Management, LLC | 2,989 | $244.0K | 0.03% | +10.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 953 | $244.0K | 0.01% | +898+1,632.7% | Added |
| Geneos Wealth Management Inc. | 2,972 | $245.0K | 0.01% | −296−9.1% | Reduced |
| Systematic Financial Management LP | 3,000 | $245.0K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $245.0K | 0.04% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,997 | $245.1K | 0.04% | −235−7.3% | Reduced |
| Sun Life Financial INC | 3,011 | $246.0K | 0.01% | −331−9.9% | Reduced |
| Founders Financial Securities LLC | 3,014 | $246.0K | 0.05% | +3,014 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 3,034 | $248.0K | 0.06% | −1,160−27.7% | Reduced |
| Mairs & Power Inc | 3,034 | $248.0K | 0.00% | −326−9.7% | Reduced |
| Forbes J M & Co LLP | 3,031 | $248.0K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,038 | $248.0K | 0.02% | +75+2.5% | Added |
| Douglas Lane & Associates, LLC | 3,051 | $249.0K | 0.00% | −68−2.2% | Reduced |
| Breiter Capital Management Inc | 3,041 | $249.0K | 0.13% | +3,041 | New |
| Financial Counselors Inc | 3,058 | $250.0K | 0.01% | −292−8.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,077 | $252.0K | 0.02% | −437−12.4% | Reduced |
| 9258 Wealth Management, LLC | 3,083 | $252.0K | 0.07% | −211−6.4% | Reduced |
| Tiedemann Advisors, LLC | 3,073 | $252.0K | 0.01% | +3+0.1% | Added |
| Soltis Investment Advisors LLC | 3,093 | $253.0K | 0.04% | +36+1.2% | Added |
| NorthRock Partners, LLC | 3,095 | $253.0K | 0.02% | +123+4.1% | Added |
| Massmutual Trust Co FSB | 3,089 | $253.0K | 0.01% | +634+25.8% | Added |
| Baker Tilly Wealth Management, LLC | 3,109 | $254.0K | 0.04% | +3,109 | New |
| LCM Capital Management Inc | 3,113 | $255.0K | 0.21% | −57−1.8% | Reduced |
| Baker Ellis Asset Management LLC | 3,138 | $257.0K | 0.05% | +83+2.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,153 | $258.0K | 0.10% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,162 | $259.0K | 0.24% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,179 | $260.0K | 0.00% | −260−7.6% | Reduced |
| Bailard, Inc. | 3,186 | $261.0K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,218 | $263.0K | 0.01% | +15+0.5% | Added |
| Gamble Jones Investment Counsel | 3,237 | $265.0K | 0.02% | −3,250−50.1% | Reduced |
| Institutional & Family Asset Management, LLC | 3,255 | $266.0K | 0.04% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,294 | $269.0K | 0.09% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,304 | $270.0K | 0.01% | −157−4.5% | Reduced |
| Rothschild Investment Corp | 3,303 | $270.0K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,300 | $270.0K | 0.46% | +3,300 | New |
| Defined Wealth Management, LLC | 3,310 | $271.0K | 0.24% | 00.0% | Unchanged |
| Argent Capital Management LLC | 3,330 | $272.0K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 3,339 | $273.0K | 0.01% | −150−4.3% | Reduced |
| Haverford Trust Co | 3,361 | $275.0K | 0.00% | +226+7.2% | Added |
| M&G Investment Management Ltd | 3,370 | $276.0K | 0.00% | +3,370 | New |
| Virtue Capital Management, LLC | 3,390 | $277.0K | 0.06% | −10.0% | Reduced |
| Citizens Business Bank | 3,400 | $278.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,408 | $279.0K | 0.04% | −56−1.6% | Reduced |
| S.A. Mason LLC | 3,417 | $279.0K | 0.19% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,420 | $280.0K | 0.00% | −449−11.6% | Reduced |
| Checchi Capital Advisers, LLC | 3,429 | $280.0K | 0.03% | +205+6.4% | Added |
| WBH Advisory Inc | 3,152 | $281.0K | 0.04% | −91−2.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,470 | $284.0K | 0.03% | +26+0.8% | Added |
| HBK Sorce Advisory LLC | 3,486 | $285.0K | 0.02% | −15−0.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,508 | $287.0K | 0.05% | −36−1.0% | Reduced |
| Barings LLC | 3,530 | $289.0K | 0.01% | −9,400−72.7% | Reduced |
| CPWM, LLC | 3,539 | $289.0K | 0.02% | −171−4.6% | Reduced |
| Fruth Investment Management | 3,540 | $289.0K | 0.09% | 00.0% | Unchanged |
| Wade G W & Inc | 3,549 | $290.0K | 0.01% | −623−14.9% | Reduced |
| Capital Analysts, LLC | 3,561 | $291.0K | 0.02% | −176−4.7% | Reduced |
| Laurel Wealth Advisors LLC | 3,568 | $292.0K | 0.06% | −62−1.7% | Reduced |
| MEMBERS Trust Co | 3,573 | $292.0K | 0.01% | −38−1.1% | Reduced |
| Goelzer Investment Management, Inc. | 3,610 | $295.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 3,617 | $296.0K | 0.23% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 3,637 | $297.0K | 0.02% | −11−0.3% | Reduced |
| St. Louis Trust Co | 3,658 | $299.0K | 0.07% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 3,665 | $300.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 3,673 | $300.0K | 0.04% | 00.0% | Unchanged |
| Surevest, LLC | 3,698 | $302.0K | 0.08% | −2,428−39.6% | Reduced |
| Oppenheimer Asset Management Inc. | 3,704 | $304.0K | 0.00% | −2,497−40.3% | Reduced |
| Cooper Financial Group | 3,772 | $308.0K | 0.06% | −313−7.7% | Reduced |
| David Loasby | 3,779 | $309.0K | 0.04% | +5+0.1% | Added |
| Frontier Wealth Management LLC | 3,794 | $310.0K | 0.02% | −829−17.9% | Reduced |
| Community Bank, N.A. | 3,835 | $314.0K | 0.04% | −135−3.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,835 | $314.0K | 0.02% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,835 | $314.0K | 0.01% | +3,835 | New |
| Northeast Investment Management | 3,855 | $315.0K | 0.02% | −595−13.4% | Reduced |
| Moneta Group Investment Advisors LLC | 3,852 | $315.0K | 0.01% | −180−4.5% | Reduced |
| Ropes Wealth Advisors LLC | 3,865 | $316.0K | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,882 | $317.0K | 0.01% | −14−0.4% | Reduced |
| Adirondack Trust Co | 3,919 | $321.0K | 0.16% | −121−3.0% | Reduced |
| Orion Portfolio Solutions, LLC | 3,921 | $321.0K | 0.01% | +136+3.6% | Added |
| Boenning & Scattergood, Inc. | 3,933 | $322.0K | 0.06% | −167−4.1% | Reduced |
| Northwest Bancshares, Inc. | 3,946 | $323.0K | 0.07% | −509−11.4% | Reduced |
| Sovereign Financial Group, Inc. | 4,729 | $324.0K | 0.20% | 00.0% | Unchanged |
| Heritage Way Advisors, LLC | 4,000 | $327.0K | 0.13% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 4,024 | $329.0K | 0.30% | 00.0% | Unchanged |