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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 407 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 404 | $33.0K | 0.01% | −10−2.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 400 | $33.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 398 | $33.0K | 0.03% | +398 | New |
| First Horizon Advisors, Inc. | 395 | $32.0K | 0.00% | −66−14.3% | Reduced |
| Van Eck Associates Corp | 389 | $32.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 400 | $32.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 395 | $32.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 387 | $32.0K | 0.01% | −1−0.3% | Reduced |
| HC Financial Advisors Inc | 385 | $31.0K | 0.02% | −219−36.3% | Reduced |
| Vigilant Capital Management, LLC | 379 | $31.0K | 0.00% | 00.0% | Unchanged |
| Motco | 366 | $30.0K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 369 | $30.0K | 0.02% | 00.0% | Unchanged |
| CKW Financial Group | 350 | $29.0K | 0.00% | −100−22.2% | Reduced |
| Baldwin Brothers Inc | 357 | $29.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 350 | $29.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 350 | $29.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 357 | $29.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 350 | $29.0K | 0.02% | +41+13.3% | Added |
| Versant Capital Management, Inc | 349 | $29.0K | 0.01% | +87+33.2% | Added |
| Heritage Wealth Advisors | 350 | $28.6K | 0.00% | +350 | New |
| Glassman Wealth Services | 339 | $28.0K | 0.01% | +49+16.9% | Added |
| First National Bank of South Miami | 330 | $27.0K | 0.02% | −88−21.1% | Reduced |
| BerganKDV Wealth Management, LLC | 328 | $27.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 324 | $26.0K | 0.01% | −25−7.2% | Reduced |
| Gemmer Asset Management LLC | 318 | $26.0K | 0.00% | +7+2.3% | Added |
| CVA Family Office, LLC | 315 | $26.0K | 0.01% | +25+8.6% | Added |
| Glen Eagle Advisors, LLC | 315 | $25.8K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 307 | $25.0K | 0.00% | −338−52.4% | Reduced |
| Old Second National Bank of Aurora | 300 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 307 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ade, LLC | 292 | $24.0K | 0.02% | 00.0% | Unchanged |
| Financial Insights, Inc. | 289 | $23.6K | 0.02% | +289 | New |
| SOA Wealth Advisors, LLC. | 282 | $23.0K | 0.01% | +36+14.6% | Added |
| Wealth Quarterback LLC | 279 | $23.0K | 0.01% | +279 | New |
| Costello Asset Management, INC | 262 | $21.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 257 | $21.0K | 0.00% | +12+4.9% | Added |
| San Francisco Sentry Investment Group (Ca) | 236 | $20.0K | 0.01% | −50−17.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 243 | $20.0K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 249 | $20.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 228 | $19.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 227 | $19.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 231 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $19.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 231 | $19.0K | 0.01% | +32+16.1% | Added |
| Archer Investment Corp | 215 | $17.6K | 0.01% | −120−35.8% | Reduced |
| First Quadrant L P | 211 | $17.0K | 0.00% | +211 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 204 | $16.7K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 190 | $16.0K | 0.00% | −178−48.4% | Reduced |
| Endurance Wealth Management, Inc. | 205 | $16.0K | 0.00% | −29−12.4% | Reduced |
| Hall Laurie J Trustee | 189 | $16.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 196 | $16.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 200 | $16.0K | 0.00% | +57+39.9% | Added |
| Pinnacle Wealth Advisors | 190 | $16.0K | 0.00% | +190 | New |
| Parisi Gray Wealth Management | 192 | $16.0K | 0.01% | +192 | New |
| Strategic Blueprint, LLC | 197 | $16.0K | 0.00% | +197 | New |
| Financial Perspectives, Inc | 194 | $15.9K | 0.01% | −13,085−98.5% | Reduced |
| Sittner & Nelson, LLC | 184 | $15.0K | 0.01% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 180 | $15.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 178 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 171 | $14.0K | 0.00% | −100−36.9% | Reduced |
| Tortoise Investment Management, LLC | 175 | $14.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 167 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 156 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 141 | $12.0K | 0.00% | −399−73.9% | Reduced |
| Private Ocean, LLC | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 142 | $12.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 153 | $12.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 142 | $12.0K | 0.00% | +30+26.8% | Added |
| Personal Wealth Partners | 143 | $12.0K | 0.00% | +143 | New |
| Tarbox Family Office, Inc. | 131 | $11.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 130 | $11.0K | 0.00% | +130 | New |
| Pin Oak Investment Advisors Inc | 120 | $10.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 117 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 121 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 132 | $10.0K | 0.00% | +132 | New |
| Pacitti Group Inc. | 115 | $9.00K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 108 | $9.00K | 0.00% | +108 | New |
| First PREMIER Bank | 100 | $8.00K | 0.00% | −70−41.2% | Reduced |
| JJJ Advisors Inc. | 97 | $8.00K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 102 | $8.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 99 | $8.00K | 0.00% | +99 | New |
| West Paces Advisors Inc. | 96 | $7.85K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 86 | $7.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 83 | $7.00K | 0.00% | +1+1.2% | Added |
| Larson Financial Group LLC | 88 | $7.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 90 | $7.00K | 0.00% | +90 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 83 | $6.00K | 0.00% | +20+31.7% | Added |
| Creative Financial Designs Inc | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 61 | $5.00K | 0.00% | +1+1.7% | Added |
| Roble, Belko & Company, Inc | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 65 | $5.00K | 0.00% | +65 | New |
| Toth Financial Advisory Corp | 45 | $4.00K | 0.00% | −31−40.8% | Reduced |
| Trust Co | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 51 | $4.00K | 0.00% | 00.0% | Unchanged |