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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 4,040 | $330.0K | 0.03% | −198−4.7% | Reduced |
| Bard Financial Services, Inc. | 4,040 | $330.0K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,083 | $334.0K | 0.02% | −17−0.4% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $334.0K | 0.11% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,102 | $335.0K | 0.01% | −125−3.0% | Reduced |
| Atwood & Palmer Inc | 4,125 | $337.0K | 0.03% | −387−8.6% | Reduced |
| Boston Family Office LLC | 4,128 | $338.0K | 0.02% | −150−3.5% | Reduced |
| United Bank | 4,131 | $338.0K | 0.05% | −121−2.8% | Reduced |
| HRT Financial LP | 4,151 | $339.0K | 0.00% | +4,151 | New |
| Dixon Hubard Feinour & Brown Inc | 4,177 | $342.0K | 0.07% | −1,296−23.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,177 | $342.0K | 0.07% | −530−11.3% | Reduced |
| Court Place Advisors, LLC | 4,227 | $346.0K | 0.10% | −56−1.3% | Reduced |
| Kore Private Wealth LLC | 4,230 | $346.0K | 0.04% | +1,087+34.6% | Added |
| Mount Yale Investment Advisors, LLC | 4,257 | $348.0K | 0.04% | +85+2.0% | Added |
| Concentric Wealth Management, LLC | 4,275 | $350.0K | 0.11% | −100−2.3% | Reduced |
| Drexel Morgan & Co. | 4,288 | $351.0K | 0.10% | 00.0% | Unchanged |
| Nachman Norwood & Parrott, Inc | 4,296 | $351.0K | 0.04% | +10.0% | Added |
| Douglass Winthrop Advisors, LLC | 4,298 | $351.0K | 0.01% | +466+12.2% | Added |
| Westport Asset Management Inc | 4,127 | $352.0K | 0.15% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $352.0K | 0.11% | 00.0% | Unchanged |
| South Dakota Investment Council | 4,389 | $359.0K | 0.01% | −2,500−36.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,395 | $359.0K | 0.01% | −255−5.5% | Reduced |
| Csenge Advisory Group | 4,369 | $359.0K | 0.03% | −73−1.6% | Reduced |
| Security National Trust Co | 4,435 | $362.0K | 0.08% | −226−4.8% | Reduced |
| Mid Atlantic Financial Management Inc | 4,433 | $363.0K | 0.02% | +65+1.5% | Added |
| Sentry Investment Management LLC | 4,453 | $364.0K | 0.09% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 4,467 | $365.0K | 0.13% | −46−1.0% | Reduced |
| Financial Advisory Group | 4,468 | $365.0K | 0.09% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 7,985 | $365.0K | 0.03% | +3,773+89.6% | Added |
| Valeo Financial Advisors, LLC | 4,480 | $366.0K | 0.02% | −214−4.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,473 | $366.0K | 0.02% | 00.0% | Unchanged |
| NTV Asset Management LLC | 4,478 | $366.0K | 0.06% | +20.0% | Added |
| Conning Inc. | 4,500 | $368.0K | 0.01% | −480−9.6% | Reduced |
| Optas, LLC | 4,513 | $370.0K | 0.11% | +21+0.5% | Added |
| Hutchinson Capital Management | 4,533 | $371.0K | 0.09% | −14−0.3% | Reduced |
| Beck Mack & Oliver LLC | 4,558 | $373.0K | 0.01% | +11+0.2% | Added |
| Shakespeare Wealth Management, Inc. | 4,142 | $373.0K | 0.14% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,574 | $374.0K | 0.17% | −225−4.7% | Reduced |
| Greenleaf Trust | 4,575 | $374.0K | 0.00% | +278+6.5% | Added |
| American Century Companies Inc | 4,572 | $374.0K | 0.00% | +939+25.8% | Added |
| Monterey Private Wealth, Inc. | 4,584 | $375.0K | 0.22% | +272+6.3% | Added |
| Park Avenue Securities LLC | 4,600 | $376.0K | 0.01% | +1,152+33.4% | Added |
| Pictet Bank & Trust Ltd | 4,600 | $376.0K | 0.21% | +4,600 | New |
| Tucker Asset Management LLC | 4,610 | $377.0K | 0.17% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 4,624 | $378.0K | 0.06% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 4,637 | $379.0K | 0.02% | −188−3.9% | Reduced |
| Sageworth Trust Co | 4,634 | $379.0K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 4,637 | $379.0K | 0.02% | +4,637 | New |
| Compton Capital Management Inc | 4,645 | $380.0K | 0.11% | −210−4.3% | Reduced |
| Carroll Financial Associates, Inc. | 4,703 | $384.0K | 0.02% | −165−3.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,709 | $385.0K | 0.09% | +624+15.3% | Added |
| Warther Private Wealth, LLC | 4,694 | $385.0K | 0.37% | +4,694 | New |
| Private Capital Group, LLC | 4,724 | $386.0K | 0.09% | −81−1.7% | Reduced |
| Empirical Finance, LLC | 4,734 | $387.0K | 0.06% | +720+17.9% | Added |
| 1st Source Bank | 4,748 | $388.0K | 0.02% | −37−0.8% | Reduced |
| Meristem Family Wealth, LLC | 4,747 | $388.0K | 0.06% | +4,747 | New |
| First National Trust Co | 4,751 | $389.0K | 0.02% | −1,275−21.2% | Reduced |
| Pointe Capital Management LLC | 4,776 | $391.0K | 0.28% | 00.0% | Unchanged |
| Lincoln National Corp | 4,782 | $391.0K | 0.01% | +264+5.8% | Added |
| Fishman Jay A Ltd | 4,783 | $391.1K | 0.05% | −4,282−47.2% | Reduced |
| Covington Capital Management | 4,800 | $392.0K | 0.02% | −135−2.7% | Reduced |
| McDonald Partners LLC | 4,835 | $395.0K | 0.09% | −84−1.7% | Reduced |
| Peoples Financial Services Corp. | 4,847 | $396.0K | 0.17% | −9−0.2% | Reduced |
| GYL Financial Synergies, LLC | 4,885 | $399.0K | 0.21% | −68−1.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,888 | $400.0K | 0.06% | −245−4.8% | Reduced |
| NorthCoast Asset Management LLC | 4,945 | $404.0K | 0.01% | +50+1.0% | Added |
| SeaCrest Wealth Management, LLC | 4,937 | $404.0K | 0.05% | +253+5.4% | Added |
| Wedbush Securities Inc | 4,971 | $406.0K | 0.02% | +1,010+25.5% | Added |
| Chemung Canal Trust Co | 4,992 | $408.0K | 0.08% | −60−1.2% | Reduced |
| Gifford Fong Associates | 5,000 | $409.0K | 0.08% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 5,008 | $410.0K | 0.09% | −106−2.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 5,011 | $410.0K | 0.29% | −13−0.3% | Reduced |
| Umb Bank N A | 5,055 | $413.0K | 0.01% | −125−2.4% | Reduced |
| Wetherby Asset Management Inc | 5,056 | $413.0K | 0.03% | +118+2.4% | Added |
| Bassett Hargrove Investment Counsel, LLC | 5,095 | $417.0K | 0.62% | +5,095 | New |
| Boston Financial Mangement LLC | 5,129 | $419.0K | 0.02% | −85−1.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,159 | $422.0K | 0.02% | +10+0.2% | Added |
| Foster & Motley Inc | 5,176 | $423.0K | 0.04% | −52−1.0% | Reduced |
| Bull Street Advisors, LLC | 5,197 | $425.0K | 0.23% | −94−1.8% | Reduced |
| Markston International LLC | 5,241 | $429.0K | 0.26% | −17,079−76.5% | Reduced |
| J.W. Cole Advisors, Inc. | 5,243 | $429.0K | 0.03% | +192+3.8% | Added |
| Bank of the West | 5,304 | $433.0K | 0.04% | −250−4.5% | Reduced |
| Bath Savings Trust Co | 5,290 | $433.0K | 0.05% | −232−4.2% | Reduced |
| Scharf Investments, LLC | 5,379 | $440.0K | 0.01% | −433,316−98.8% | Reduced |
| Boston Trust Walden Corp | 5,430 | $444.0K | 0.00% | −50−0.9% | Reduced |
| Symmetry Partners, LLC | 5,446 | $445.0K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,439 | $445.0K | 0.03% | +142+2.7% | Added |
| Dynamic Technology Lab Private Ltd | 5,446 | $445.0K | 0.04% | +5,446 | New |
| Venture Visionary Partners LLC | 5,489 | $448.0K | 0.04% | −133−2.4% | Reduced |
| Collective Family Office LLC | 5,476 | $448.0K | 0.19% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 5,487 | $449.0K | 0.02% | +34+0.6% | Added |
| BBVA USA | 5,493 | $449.0K | 0.03% | +5,493 | New |
| Fulton Bank, N.A. | 5,500 | $450.0K | 0.02% | −144−2.6% | Reduced |
| KCM Investment Advisors LLC | 5,542 | $453.0K | 0.02% | −325−5.5% | Reduced |
| Pitcairn Co | 5,566 | $456.0K | 0.03% | −92−1.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,597 | $458.0K | 0.01% | −35,867−86.5% | Reduced |
| Jackson Square Capital, LLC | 5,597 | $458.0K | 0.15% | +5,597 | New |
| Flputnam Investment Management Co | 5,631 | $460.0K | 0.02% | −42−0.7% | Reduced |
| swisspartners Ltd. | 5,658 | $463.0K | 0.33% | +19+0.3% | Added |
| Colonial Trust Advisors | 5,675 | $464.0K | 0.06% | 00.0% | Unchanged |