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 |
|---|---|---|---|---|---|
| Capital City Trust Co | 5,691 | $466.0K | 0.14% | −1,139−16.7% | Reduced |
| Worldquant Millennium Advisors LLC | 5,706 | $467.0K | 0.01% | −33,282−85.4% | Reduced |
| First City Capital Management, Inc. | 5,180 | $467.0K | 0.26% | −42−0.8% | Reduced |
| American Portfolios Advisors | 5,732 | $468.7K | 0.02% | +46+0.8% | Added |
| Garrison Point Advisors, LLC | 5,761 | $471.0K | 0.34% | +97+1.7% | Added |
| Profund Advisors LLC | 5,749 | $471.0K | 0.02% | +171+3.1% | Added |
| Kingsview Wealth Management, LLC | 5,742 | $471.0K | 0.02% | +726+14.5% | Added |
| Charter Trust Co | 5,777 | $472.0K | 0.04% | −92−1.6% | Reduced |
| Excalibur Management Corp | 5,824 | $476.0K | 0.22% | −17−0.3% | Reduced |
| Mutual Advisors, LLC | 5,841 | $478.0K | 0.03% | −1,055−15.3% | Reduced |
| Ativo Capital Management LLC | 5,864 | $480.0K | 0.20% | −280−4.6% | Reduced |
| Flagship Harbor Advisors, LLC | 5,954 | $487.0K | 0.05% | +425+7.7% | Added |
| Fiduciary Group LLC | 5,392 | $490.0K | 0.06% | 00.0% | Unchanged |
| Meridian Management Co | 6,002 | $491.0K | 0.14% | −54−0.9% | Reduced |
| YorkBridge Wealth Partners, LLC | 6,001 | $491.0K | 0.13% | +338+6.0% | Added |
| HighPoint Advisor Group LLC | 5,999 | $491.0K | 0.05% | +1,047+21.1% | Added |
| Marino, Stram & Associates LLC | 6,001 | $491.0K | 0.13% | +6,001 | New |
| Shayne & Co., LLC | 6,023 | $493.0K | 0.28% | −48−0.8% | Reduced |
| Segall Bryant & Hamill, LLC | 6,176 | $498.0K | 0.00% | −2,724−30.6% | Reduced |
| Grimes & Company, Inc. | 6,089 | $498.0K | 0.02% | −91−1.5% | Reduced |
| Donaldson Capital Management, LLC | 6,118 | $500.0K | 0.03% | −169−2.7% | Reduced |
| Kestra Private Wealth Services, LLC | 6,127 | $501.0K | 0.03% | +319+5.5% | Added |
| Veriti Management LLC | 6,144 | $502.0K | 0.07% | +3,180+107.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,156 | $503.0K | 0.03% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 6,339 | $505.0K | 0.31% | +6,339 | New |
| Means Investment Co., Inc. | 6,183 | $506.0K | 0.10% | −54−0.9% | Reduced |
| Transform Wealth, LLC | 6,186 | $506.0K | 0.06% | +607+10.9% | Added |
| Forte Capital LLC | 6,213 | $508.0K | 0.07% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 6,208 | $508.0K | 0.01% | +5,850+1,634.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,222 | $509.0K | 0.02% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 6,225 | $509.0K | 0.41% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 6,244 | $511.0K | 0.10% | 00.0% | Unchanged |
| Security National Bank of So Dak | 6,348 | $519.0K | 0.40% | −1,231−16.2% | Reduced |
| Corient Capital Partners, LLC | 6,341 | $519.0K | 0.04% | +508+8.7% | Added |
| First Hawaiian Bank | 6,350 | $520.0K | 0.02% | −1,156−15.4% | Reduced |
| Bryn Mawr Trust Co | 6,431 | $525.0K | 0.02% | −28−0.4% | Reduced |
| Sky Investment Group LLC | 6,441 | $527.0K | 0.12% | −2,567−28.5% | Reduced |
| Holderness Investments Co | 6,489 | $531.0K | 0.18% | −167−2.5% | Reduced |
| Verdence Capital Advisors LLC | 6,524 | $533.0K | 0.07% | +6,524 | New |
| Avantax Advisory Services, Inc. | 6,636 | $535.0K | 0.01% | +385+6.2% | Added |
| South State Corp. | 6,558 | $536.0K | 0.05% | −1,645−20.1% | Reduced |
| Resources Management Corp | 6,604 | $540.0K | 0.08% | −611−8.5% | Reduced |
| Journey Advisory Group, LLC | 6,668 | $545.0K | 0.17% | −187−2.7% | Reduced |
| Bessemer Group Inc | 6,706 | $548.0K | 0.00% | −21−0.3% | Reduced |
| Diversified Trust Co | 6,782 | $555.0K | 0.02% | +2,522+59.2% | Added |
| Patten & Patten Inc | 6,867 | $562.0K | 0.04% | −1,620−19.1% | Reduced |
| Chicago Capital, LLC | 6,880 | $563.0K | 0.02% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 6,892 | $564.0K | 0.04% | −6,740−49.4% | Reduced |
| Vestcor Inc | 6,913 | $565.0K | 0.02% | −668−8.8% | Reduced |
| Allred Capital Management, LLC | 6,910 | $565.0K | 0.28% | −4−0.1% | Reduced |
| Wolverine Trading, LLC | 6,904 | $567.0K | 0.02% | +6,904 | New |
| Fort, L.P. | 6,948 | $568.0K | 0.16% | +6,948 | New |
| Aull & Monroe Investment Management Corp | 6,951 | $569.0K | 0.27% | −175−2.5% | Reduced |
| Trust Co of Virginia | 6,989 | $574.0K | 0.06% | −50−0.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 7,032 | $575.0K | 0.00% | −7,549−51.8% | Reduced |
| Ascension Asset Management LLC | 7,034 | $575.0K | 0.38% | −154−2.1% | Reduced |
| City Holding Co | 7,044 | $576.0K | 0.10% | −2,075−22.8% | Reduced |
| Everett Harris & Co | 7,059 | $577.0K | 0.01% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 7,101 | $581.0K | 0.38% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 7,100 | $581.0K | 0.02% | +7,100 | New |
| Parallel Advisors, LLC | 7,115 | $582.0K | 0.02% | +267+3.9% | Added |
| Pinnacle Associates Ltd | 7,125 | $583.0K | 0.01% | −328−4.4% | Reduced |
| River Wealth Advisors LLC | 7,138 | $584.0K | 0.10% | +116+1.7% | Added |
| Papp L Roy & Associates | 7,155 | $585.0K | 0.07% | +1,876+35.5% | Added |
| Parsec Financial Management, Inc. | 7,200 | $589.0K | 0.03% | −422−5.5% | Reduced |
| Ar Asset Management Inc | 7,200 | $589.0K | 0.16% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 7,238 | $591.0K | 0.17% | −220−2.9% | Reduced |
| QS Investors, LLC | 7,253 | $594.0K | 0.01% | +2,788+62.4% | Added |
| Snowden Capital Advisors LLC | 7,331 | $599.5K | 0.03% | +629+9.4% | Added |
| ELCO Management Co., LLC | 7,333 | $600.0K | 0.45% | +516+7.6% | Added |
| Baldwin Investment Management, LLC | 7,359 | $602.0K | 0.10% | −268−3.5% | Reduced |
| Beacon Pointe Advisors, LLC | 7,419 | $607.0K | 0.02% | +3,625+95.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 7,416 | $609.0K | 0.02% | −520−6.6% | Reduced |
| CWM, LLC | 7,471 | $611.0K | 0.00% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 7,493 | $612.0K | 0.33% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 7,492 | $613.0K | 0.31% | −1,307−14.9% | Reduced |
| Stratos Wealth Partners, LTD. | 7,494 | $613.0K | 0.02% | −728−8.9% | Reduced |
| Burns J W & Co Inc | 7,511 | $614.0K | 0.10% | −2,696−26.4% | Reduced |
| LMR Partners LLP | 7,521 | $615.0K | 0.01% | −3,404−31.2% | Reduced |
| DuPont Capital Management Corp | 7,575 | $619.0K | 0.01% | +195+2.6% | Added |
| Valley Brook Capital Group | 7,605 | $621.0K | 0.59% | +10.0% | Added |
| Security National Bank of Sioux City Iowa | 7,607 | $622.0K | 0.49% | +1,222+19.1% | Added |
| Brown Advisory Securities, LLC | 7,621 | $623.0K | 0.10% | −372−4.7% | Reduced |
| Stevens Capital Management LP | 7,629 | $624.0K | 0.18% | +2,007+35.7% | Added |
| Headinvest, LLC | 7,653 | $625.0K | 0.12% | −217−2.8% | Reduced |
| Tower Bridge Advisors | 7,716 | $630.9K | 0.04% | −200−2.5% | Reduced |
| CIBC World Markets Inc. | 7,728 | $632.0K | 0.00% | −203−2.6% | Reduced |
| Sigma Planning Corp | 7,795 | $637.0K | 0.02% | +1,663+27.1% | Added |
| AGF Investments LLC | 7,827 | $640.0K | 0.07% | +7,827 | New |
| Home Federal Bank of Tennessee | 7,840 | $642.0K | 0.23% | −350−4.3% | Reduced |
| Choate Investment Advisors | 8,011 | $655.0K | 0.04% | −558−6.5% | Reduced |
| Merit Financial Group, LLC | 8,031 | $657.0K | 0.06% | −66−0.8% | Reduced |
| Curbstone Financial Management Corp | 8,050 | $658.0K | 0.12% | −350−4.2% | Reduced |
| Caldwell Trust Co | 8,173 | $668.3K | 0.09% | +718+9.6% | Added |
| Wendell David Associates Inc | 8,209 | $671.0K | 0.08% | −7−0.1% | Reduced |
| Bellecapital International Ltd. | 8,236 | $673.0K | 0.20% | +8,236 | New |
| Cetera Investment Advisers | 8,241 | $674.0K | 0.01% | −737−8.2% | Reduced |
| Montag A & Associates Inc | 8,305 | $679.0K | 0.04% | −55−0.7% | Reduced |
| FDx Advisors, Inc. | 8,347 | $682.0K | 0.02% | +3,767+82.2% | Added |
| Advisory Services Network, LLC | 8,355 | $683.0K | 0.02% | −124−1.5% | Reduced |