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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 8,363 | $684.0K | 0.05% | −2,431−22.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 8,378 | $685.0K | 0.03% | +5,280+170.4% | Added |
| National Asset Management, Inc. | 8,439 | $689.0K | 0.02% | +75+0.9% | Added |
| Rafferty Asset Management, LLC | 8,430 | $689.0K | 0.00% | +1,388+19.7% | Added |
| Johnson Investment Counsel Inc | 8,515 | $696.0K | 0.01% | −10−0.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,584 | $702.0K | 0.20% | +5,325+163.4% | Added |
| Perkins Coie Trust Co | 8,611 | $704.0K | 0.22% | +287+3.4% | Added |
| Busey Wealth Management | 8,623 | $705.0K | 0.03% | −307−3.4% | Reduced |
| Toroso Investments, LLC | 8,688 | $710.0K | 0.03% | +5,438+167.3% | Added |
| JustInvest LLC | 8,706 | $712.0K | 0.07% | +4,975+133.3% | Added |
| Colony Group LLC | 8,842 | $723.0K | 0.01% | −386−4.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,862 | $725.0K | 0.08% | −513−5.5% | Reduced |
| AdvisorNet Financial, Inc | 8,892 | $727.0K | 0.05% | +259+3.0% | Added |
| Graypoint LLC | 9,082 | $743.0K | 0.10% | +70+0.8% | Added |
| TRUE Private Wealth Advisors | 9,128 | $746.0K | 0.11% | −311−3.3% | Reduced |
| Field & Main Bank | 9,120 | $746.0K | 0.48% | +225+2.5% | Added |
| Alpha Paradigm Partners, LLC | 9,150 | $748.0K | 0.28% | +6,658+267.2% | Added |
| Panagora Asset Management Inc | 9,168 | $750.0K | 0.00% | −899−8.9% | Reduced |
| Bridges Investment Management Inc | 9,214 | $753.0K | 0.02% | −25−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 9,290 | $760.0K | 0.03% | +353+3.9% | Added |
| Crestwood Advisors Group LLC | 9,461 | $774.0K | 0.02% | −1,184−11.1% | Reduced |
| BP PLC | 9,487 | $775.0K | 0.03% | −4,852−33.8% | Reduced |
| Central Trust Co | 9,486 | $775.0K | 0.03% | −1,751−15.6% | Reduced |
| Atlantic Union Bankshares Corp | 9,482 | $776.0K | 0.07% | −688−6.8% | Reduced |
| Argent Trust Co | 9,533 | $780.0K | 0.05% | −496−4.9% | Reduced |
| SG Americas Securities, LLC | 9,594 | $785.0K | 0.00% | −31,292−76.5% | Reduced |
| Allstate Corp | 9,685 | $792.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 9,690 | $792.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 9,689 | $793.0K | 0.02% | +1,204+14.2% | Added |
| Vident Investment Advisory, LLC | 9,738 | $796.0K | 0.02% | +9,738 | New |
| Philadelphia Trust Co | 9,826 | $803.0K | 0.06% | +1,058+12.1% | Added |
| FineMark National Bank & Trust | 9,853 | $806.0K | 0.03% | +234+2.4% | Added |
| AE Wealth Management LLC | 10,007 | $818.0K | 0.01% | −4,381−30.4% | Reduced |
| FORA Capital, LLC | 10,027 | $820.0K | 0.15% | −2,416−19.4% | Reduced |
| Canal Insurance CO | 10,000 | $823.0K | 0.29% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 10,192 | $833.0K | 0.12% | −1,529−13.0% | Reduced |
| Guinness Atkinson Asset Management Inc | 10,238 | $837.0K | 0.37% | +586+6.1% | Added |
| Advisor Partners LLC | 10,335 | $845.0K | 0.06% | −850−7.6% | Reduced |
| Sequoia Financial Advisors, LLC | 10,381 | $849.0K | 0.03% | +397+4.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,499 | $859.0K | 0.09% | −605−5.4% | Reduced |
| USS Investment Management Ltd | 10,635 | $869.0K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 10,635 | $869.0K | 0.05% | 00.0% | Unchanged |
| World Asset Management Inc | 10,658 | $872.0K | 0.08% | −633−5.6% | Reduced |
| Bragg Financial Advisors, Inc | 10,673 | $873.0K | 0.06% | −662−5.8% | Reduced |
| Webster Bank, N. A. | 10,695 | $874.0K | 0.10% | −1,196−10.1% | Reduced |
| Everence Capital Management Inc | 10,790 | $882.0K | 0.07% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 10,350 | $883.0K | 0.46% | −100−1.0% | Reduced |
| Oppenheimer & Co Inc | 10,807 | $883.0K | 0.02% | −315−2.8% | Reduced |
| IMA Wealth, Inc. | 10,818 | $885.0K | 0.21% | −93−0.9% | Reduced |
| Perigon Wealth Management, LLC | 10,826 | $885.0K | 0.08% | −34−0.3% | Reduced |
| Abbrea Capital, LLC | 10,840 | $886.0K | 0.13% | −25−0.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,860 | $888.0K | 0.02% | +654+6.4% | Added |
| Investment Management of Virginia LLC | 10,866 | $889.0K | 0.17% | +72+0.7% | Added |
| Quadrature Capital Ltd | 10,933 | $894.0K | 0.03% | −6,266−36.4% | Reduced |
| Essex Financial Services, Inc. | 13,207 | $904.0K | 0.13% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 11,144 | $911.0K | 0.01% | −1,766−13.7% | Reduced |
| Simmons Bank | 11,197 | $916.0K | 0.07% | −210−1.8% | Reduced |
| Bollard Group LLC | 11,350 | $928.0K | 0.03% | +6+0.1% | Added |
| Glenview Trust Co | 11,392 | $932.0K | 0.04% | −399−3.4% | Reduced |
| Bluestein R H & Co | 11,515 | $942.0K | 0.04% | −1,000−8.0% | Reduced |
| Principle Wealth Partners LLC | 11,567 | $946.0K | 0.11% | −28−0.2% | Reduced |
| Inscription Capital, LLC | 11,567 | $946.0K | 0.11% | +11,567 | New |
| Old National Bancorp | 11,591 | $948.0K | 0.04% | −274−2.3% | Reduced |
| Cloverfields Capital Group, LP | 11,589 | $948.0K | 0.27% | +149+1.3% | Added |
| Marble Harbor Investment Counsel, LLC | 11,645 | $952.0K | 0.12% | −175−1.5% | Reduced |
| OPSEU Pension Plan Trust Fund | 11,521 | $953.0K | 0.24% | +11,521 | New |
| Selway Asset Management | 11,735 | $960.0K | 0.51% | +975+9.1% | Added |
| Salem Investment Counselors Inc | 11,951 | $977.0K | 0.05% | −625−5.0% | Reduced |
| Courier Capital LLC | 12,055 | $986.0K | 0.09% | −770−6.0% | Reduced |
| Stephens Inc | 12,059 | $986.0K | 0.01% | −7−0.1% | Reduced |
| Donoghue Forlines LLC | 12,097 | $989.0K | 0.18% | +12,097 | New |
| Achmea Investment Management B.V. | 12,106 | $990.0K | 0.03% | 00.0% | Unchanged |
| IBM Retirement Fund | 12,121 | $991.0K | 0.08% | −1,789−12.9% | Reduced |
| Cetera Advisors LLC | 12,391 | $1.01M | 0.02% | +891+7.7% | Added |
| D.A. Davidson & Co. | 12,533 | $1.02M | 0.01% | −1,710−12.0% | Reduced |
| Ieq Capital, LLC | 12,669 | $1.04M | 0.03% | +3,821+43.2% | Added |
| Palladium Partners LLC | 12,716 | $1.04M | 0.05% | −444−3.4% | Reduced |
| Neville Rodie & Shaw Inc | 12,724 | $1.04M | 0.08% | 00.0% | Unchanged |
| Cigna Investments Inc | 12,728 | $1.04M | 0.07% | −1,935−13.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,785 | $1.04M | 0.00% | −457−3.5% | Reduced |
| Ethic Inc. | 12,861 | $1.05M | 0.13% | +5,672+78.9% | Added |
| Bennicas & Associates, Inc. | 12,563 | $1.06M | 0.58% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.06M | 0.14% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 13,033 | $1.06M | 0.13% | +12,056+1,234.0% | Added |
| Redpoint Investment Management Pty Ltd | 13,068 | $1.07M | 0.09% | +544+4.3% | Added |
| Regentatlantic Capital LLC | 13,110 | $1.07M | 0.03% | −109−0.8% | Reduced |
| Davenport & Co LLC | 13,127 | $1.07M | 0.01% | +256+2.0% | Added |
| Impax Asset Management Group plc | 13,228 | $1.08M | 0.00% | −60.0% | Reduced |
| Proequities, Inc. | 13,289 | $1.09M | 0.07% | −90−0.7% | Reduced |
| Cypress Capital Group | 13,399 | $1.09M | 0.15% | −669−4.8% | Reduced |
| Horizon Investments, LLC | 13,426 | $1.10M | 0.03% | +13,426 | New |
| Trust Co of Toledo NA | 13,474 | $1.10M | 0.19% | −482−3.5% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 13,888 | $1.14M | 0.32% | +730+5.5% | Added |
| Ironwood Investment Management LLC | 14,160 | $1.16M | 0.58% | +478+3.5% | Added |
| Savant Capital, LLC | 14,321 | $1.17M | 0.05% | +290+2.1% | Added |
| ExodusPoint Capital Management, LP | 14,423 | $1.18M | 0.02% | −14,046−49.3% | Reduced |
| Wealthfront Advisers LLC | 14,611 | $1.20M | 0.01% | +737+5.3% | Added |
| IFP Advisors, Inc | 14,811 | $1.21M | 0.03% | −4,264−22.4% | Reduced |
| Waters Parkerson & Co., LLC | 14,871 | $1.22M | 0.07% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 14,884 | $1.22M | 0.02% | +2,926+24.5% | Added |