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 |
|---|---|---|---|---|---|
| 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 |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,631 | $133.0K | 0.09% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,582 | $129.0K | 0.02% | +3+0.2% | Added |
| North Star Investment Management Corp. | 1,544 | $126.0K | 0.01% | +30+2.0% | Added |
| 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 |
| Atlas Capital Advisors LLC | 1,514 | $123.8K | 0.02% | −1,486−49.5% | 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 |
| First Horizon Corp | 1,461 | $119.0K | 0.01% | −26−1.7% | Reduced |
| Centaurus Financial, Inc. | 1,441 | $118.0K | 0.01% | +1,441 | New |
| Penserra Capital Management LLC | 1,406 | $114.0K | 0.00% | +313+28.6% | Added |
| Center for Financial Planning, Inc. | 1,375 | $112.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 1,358 | $111.0K | 0.00% | +45+3.4% | Added |
| 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 |
| 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 |
| Oakworth Capital, Inc. | 1,272 | $104.0K | 0.01% | −24−1.9% | Reduced |
| Stephenson National Bank & Trust | 1,261 | $103.0K | 0.07% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,250 | $102.2K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 1,231 | $101.0K | 0.05% | 00.0% | Unchanged |
| Seeyond | 1,233 | $100.0K | 0.01% | +6+0.5% | Added |
| FourThought Financial, LLC | 1,214 | $99.0K | 0.01% | −20−1.6% | Reduced |
| 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 |
| First Bank & Trust | 1,192 | $97.0K | 0.05% | +137+13.0% | Added |
| Raffa Wealth Management, LLC | 1,184 | $96.8K | 0.03% | −1,000−45.8% | Reduced |
| Sutton Wealth Advisors Inc. | 1,180 | $96.5K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,175 | $96.0K | 0.07% | −636−35.1% | Reduced |
| Zions Bancorporation, N.A. | 1,157 | $95.0K | 0.01% | +114+10.9% | Added |
| Bedel Financial Consulting, Inc. | 1,127 | $92.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,090 | $89.0K | 0.01% | +28+2.6% | Added |
| 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 |
| Fieldpoint Private Securities, LLC | 969 | $87.0K | 0.02% | −118−10.9% | Reduced |
| Stonebridge Capital Advisors LLC | 1,019 | $83.0K | 0.01% | −62−5.7% | Reduced |
| Jones Financial Companies LLLP | 998 | $82.0K | 0.00% | +710+246.5% | Added |
| Clean Yield Group | 998 | $82.0K | 0.03% | +998 | New |
| Pflug Koory, LLC | 967 | $79.0K | 0.04% | −140−12.6% | Reduced |
| Baystate Wealth Management LLC | 970 | $79.0K | 0.01% | −13−1.3% | Reduced |
| Horan Securities, Inc. | 966 | $79.0K | 0.06% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 968 | $79.0K | 0.01% | +968 | New |
| Hudock, Inc. | 957 | $78.0K | 0.02% | +2+0.2% | Added |
| M&R Capital Management Inc | 944 | $77.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 933 | $76.0K | 0.02% | −50−5.1% | Reduced |
| Filbrandt Wealth Management, LLC | 930 | $76.0K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 917 | $75.0K | 0.00% | +18+2.0% | Added |
| Aua Capital Management, LLC | 900 | $74.0K | 0.05% | −125−12.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 907 | $74.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 899 | $74.0K | 0.02% | +175+24.2% | Added |
| Brewin Dolphin Wealth Management Ltd | 900 | $73.6K | 0.01% | −545−37.7% | Reduced |
| Eagle Bay Advisors LLC | 871 | $73.0K | 0.06% | +871 | New |
| Capital Advisors, Ltd. LLC | 877 | $72.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 872 | $71.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 864 | $71.0K | 0.01% | +61+7.6% | Added |
| Point72 Hong Kong Ltd | 835 | $68.0K | 0.00% | −40,471−98.0% | Reduced |
| CoreFirst Bank & Trust | 832 | $68.0K | 0.05% | −161−16.2% | Reduced |
| Acima Private Wealth, LLC | 834 | $68.0K | 0.03% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 842 | $68.0K | 0.01% | +239+39.6% | Added |
| Howe & Rusling Inc | 815 | $67.0K | 0.01% | −2−0.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 822 | $67.0K | 0.01% | +822 | New |
| Veritas Investment Partners (UK) Ltd. | 800 | $65.0K | 0.00% | −187−18.9% | Reduced |
| Hanson & Doremus Investment Management | 1,014 | $63.0K | 0.02% | −22−2.1% | Reduced |
| Hexagon Capital Partners LLC | 763 | $62.0K | 0.02% | −260−25.4% | Reduced |
| Walleye Trading LLC | 730 | $60.0K | 0.00% | −2,400−76.7% | Reduced |
| Mercer Capital Advisers, Inc. | 728 | $60.0K | 0.03% | −11−1.5% | Reduced |
| TFC Financial Management | 728 | $60.0K | 0.02% | +1+0.1% | Added |
| Bellevue Asset Management, LLC | 716 | $59.0K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 716 | $59.0K | 0.02% | −2−0.3% | Reduced |
| Crescent Capital Consulting, LLC | 704 | $58.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 698 | $57.0K | 0.01% | −366−34.4% | Reduced |
| Hoertkorn Richard Charles | 682 | $56.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 679 | $56.0K | 0.01% | +70+11.5% | Added |
| Sargent Bickham Lagudis LLC | 661 | $54.0K | 0.00% | −8−1.2% | Reduced |
| Freedman Financial Associates, Inc. | 664 | $54.0K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 597 | $53.0K | 0.03% | +45+8.2% | Added |
| Old North State Trust, LLC | 639 | $52.0K | 0.04% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 629 | $51.0K | 0.02% | −121−16.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 586 | $48.0K | 0.02% | +2+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 589 | $48.0K | 0.01% | +1+0.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 572 | $47.0K | 0.00% | −12−2.1% | Reduced |
| TCI Wealth Advisors, Inc. | 580 | $47.0K | 0.01% | +12+2.1% | Added |
| Isthmus Partners, LLC | 576 | $47.0K | 0.01% | +576 | New |
| Aspire Private Capital, LLC | 559 | $46.0K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 568 | $46.0K | 0.02% | +568 | New |
| Rockbridge Investment Management, LCC | 551 | $45.0K | 0.01% | +315+133.5% | Added |
| Pinnacle Bancorp, Inc. | 539 | $44.0K | 0.02% | −85−13.6% | Reduced |
| Bray Capital Advisors | 531 | $43.0K | 0.01% | −1,270−70.5% | Reduced |
| Firestone Capital Management | 525 | $43.0K | 0.02% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 599 | $41.0K | 0.00% | +599 | New |
| Deseret Mutual Benefit Administrators | 501 | $41.0K | 0.01% | +501 | New |
| JFS Wealth Advisors, LLC | 489 | $40.0K | 0.01% | +148+43.4% | Added |
| Truehand, Inc | 474 | $39.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 446 | $36.0K | 0.02% | +446 | New |
| Front Row Advisors LLC | 378 | $34.0K | 0.01% | −3−0.8% | Reduced |
| SRS Capital Advisors, Inc. | 414 | $34.0K | 0.00% | +414 | New |
| Better Money Decisions, LLC | 401 | $33.0K | 0.03% | −62−13.4% | Reduced |