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 |
|---|---|---|---|---|---|
| NBT Bank N A | 19,419 | $1.59M | 0.22% | −451−2.3% | Reduced |
| Triangle Securities Wealth Management | 19,339 | $1.58M | 0.53% | −40−0.2% | Reduced |
| Synovus Financial Corp | 19,333 | $1.57M | 0.02% | −91−0.5% | Reduced |
| Amica Retiree Medical Trust | 19,199 | $1.57M | 0.99% | 00.0% | Unchanged |
| Trust Co of Vermont | 19,008 | $1.55M | 0.11% | −881−4.4% | Reduced |
| Birch Hill Investment Advisors LLC | 18,784 | $1.54M | 0.08% | −462−2.4% | Reduced |
| Banco Santander, S.A. | 18,762 | $1.53M | 0.01% | +10,293+121.5% | Added |
| Canandaigua National Corp | 18,719 | $1.53M | 0.25% | +296+1.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,318 | $1.50M | 0.03% | −162−0.9% | Reduced |
| TBH Global Asset Management, LLC | 18,176 | $1.49M | 0.34% | +18,176 | New |
| Veritable, L.P. | 18,131 | $1.48M | 0.02% | +85+0.5% | Added |
| Holowesko Partners Ltd. | 18,000 | $1.47M | 0.38% | −7,000−28.0% | Reduced |
| TrimTabs Asset Management, LLC | 18,036 | $1.47M | 0.75% | +18,036 | New |
| Matthew Goff Investment Advisor, LLC | 17,986 | $1.47M | 0.37% | +239+1.3% | Added |
| Monarch Capital Management Inc | 17,839 | $1.46M | 0.42% | −725−3.9% | Reduced |
| Zurich Insurance Group Ltd | 17,800 | $1.46M | 0.02% | −47,117−72.6% | Reduced |
| MRJ Capital Inc | 17,600 | $1.44M | 0.84% | −700−3.8% | Reduced |
| Blair William & Co | 17,453 | $1.43M | 0.00% | −1,608−8.4% | Reduced |
| Parsons Capital Management Inc | 17,393 | $1.42M | 0.11% | −167−1.0% | Reduced |
| Jefferies Group LLC | 17,250 | $1.41M | 0.02% | −75,150−81.3% | Reduced |
| Exchange Capital Management, Inc. | 17,074 | $1.40M | 0.27% | −46−0.3% | Reduced |
| Engineers Gate Manager LP | 16,999 | $1.39M | 0.09% | −9,303−35.4% | Reduced |
| Banque Cantonale Vaudoise | 16,915 | $1.38M | 0.06% | +100+0.6% | Added |
| People's United Financial, Inc. | 16,748 | $1.37M | 0.03% | −2,311−12.1% | Reduced |
| Whittier Trust Co | 16,660 | $1.36M | 0.02% | −4,872−22.6% | Reduced |
| Mariner, LLC | 16,561 | $1.35M | 0.01% | −2,810−14.5% | Reduced |
| Arden Trust Co | 16,365 | $1.34M | 0.22% | −333−2.0% | Reduced |
| Dowling & Yahnke LLC | 16,282 | $1.33M | 0.08% | −669−3.9% | Reduced |
| Systematic Alpha Investments, LLC | 14,610 | $1.31M | 0.06% | +2,060+16.4% | Added |
| Shelter Ins Retirement Plan | 16,000 | $1.31M | 0.75% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 15,855 | $1.30M | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 15,631 | $1.28M | 0.05% | −1,707−9.8% | Reduced |
| Nomura Holdings Inc | 15,563 | $1.27M | 0.01% | +4,975+47.0% | Added |
| Veracity Capital LLC | 15,451 | $1.26M | 0.30% | −407−2.6% | Reduced |
| Rossmore Private Capital | 15,277 | $1.25M | 0.21% | +463+3.1% | Added |
| TD Private Client Wealth LLC | 15,233 | $1.25M | 0.05% | +70.0% | Added |
| Boston Private Wealth LLC | 15,202 | $1.24M | 0.02% | −187−1.2% | Reduced |
| STRS Ohio | 15,073 | $1.23M | 0.00% | +10,351+219.2% | Added |
| Quantitative Systematic Strategies LLC | 15,056 | $1.23M | 0.43% | −1,932−11.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.23M | 0.25% | 00.0% | Unchanged |
| Southport Management, L.L.C. | 15,000 | $1.23M | 4.15% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 14,884 | $1.22M | 0.02% | +2,926+24.5% | Added |
| Waters Parkerson & Co., LLC | 14,871 | $1.22M | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14,811 | $1.21M | 0.03% | −4,264−22.4% | Reduced |
| Wealthfront Advisers LLC | 14,611 | $1.20M | 0.01% | +737+5.3% | Added |
| ExodusPoint Capital Management, LP | 14,423 | $1.18M | 0.02% | −14,046−49.3% | Reduced |
| Savant Capital, LLC | 14,321 | $1.17M | 0.05% | +290+2.1% | Added |
| Ironwood Investment Management LLC | 14,160 | $1.16M | 0.58% | +478+3.5% | Added |
| Bank Pictet & Cie (Asia) Ltd | 13,888 | $1.14M | 0.32% | +730+5.5% | Added |
| Trust Co of Toledo NA | 13,474 | $1.10M | 0.19% | −482−3.5% | Reduced |
| Horizon Investments, LLC | 13,426 | $1.10M | 0.03% | +13,426 | New |
| Cypress Capital Group | 13,399 | $1.09M | 0.15% | −669−4.8% | Reduced |
| Proequities, Inc. | 13,289 | $1.09M | 0.07% | −90−0.7% | Reduced |
| Impax Asset Management Group plc | 13,228 | $1.08M | 0.00% | −60.0% | Reduced |
| Davenport & Co LLC | 13,127 | $1.07M | 0.01% | +256+2.0% | Added |
| Regentatlantic Capital LLC | 13,110 | $1.07M | 0.03% | −109−0.8% | Reduced |
| Redpoint Investment Management Pty Ltd | 13,068 | $1.07M | 0.09% | +544+4.3% | Added |
| Arkadios Wealth Advisors | 13,033 | $1.06M | 0.13% | +12,056+1,234.0% | Added |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.06M | 0.14% | 00.0% | Unchanged |
| Bennicas & Associates, Inc. | 12,563 | $1.06M | 0.58% | 00.0% | Unchanged |
| Ethic Inc. | 12,861 | $1.05M | 0.13% | +5,672+78.9% | Added |
| Northwestern Mutual Wealth Management Co | 12,785 | $1.04M | 0.00% | −457−3.5% | Reduced |
| Cigna Investments Inc | 12,728 | $1.04M | 0.07% | −1,935−13.2% | Reduced |
| 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 |
| Ieq Capital, LLC | 12,669 | $1.04M | 0.03% | +3,821+43.2% | Added |
| D.A. Davidson & Co. | 12,533 | $1.02M | 0.01% | −1,710−12.0% | Reduced |
| Cetera Advisors LLC | 12,391 | $1.01M | 0.02% | +891+7.7% | Added |
| IBM Retirement Fund | 12,121 | $991.0K | 0.08% | −1,789−12.9% | Reduced |
| Achmea Investment Management B.V. | 12,106 | $990.0K | 0.03% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 12,097 | $989.0K | 0.18% | +12,097 | New |
| 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 |
| Salem Investment Counselors Inc | 11,951 | $977.0K | 0.05% | −625−5.0% | Reduced |
| Selway Asset Management | 11,735 | $960.0K | 0.51% | +975+9.1% | Added |
| OPSEU Pension Plan Trust Fund | 11,521 | $953.0K | 0.24% | +11,521 | New |
| Marble Harbor Investment Counsel, LLC | 11,645 | $952.0K | 0.12% | −175−1.5% | Reduced |
| 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 |
| 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 |
| Bluestein R H & Co | 11,515 | $942.0K | 0.04% | −1,000−8.0% | Reduced |
| Glenview Trust Co | 11,392 | $932.0K | 0.04% | −399−3.4% | Reduced |
| Bollard Group LLC | 11,350 | $928.0K | 0.03% | +6+0.1% | Added |
| Simmons Bank | 11,197 | $916.0K | 0.07% | −210−1.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,144 | $911.0K | 0.01% | −1,766−13.7% | Reduced |
| Essex Financial Services, Inc. | 13,207 | $904.0K | 0.13% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 10,933 | $894.0K | 0.03% | −6,266−36.4% | Reduced |
| Investment Management of Virginia LLC | 10,866 | $889.0K | 0.17% | +72+0.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,860 | $888.0K | 0.02% | +654+6.4% | Added |
| Abbrea Capital, LLC | 10,840 | $886.0K | 0.13% | −25−0.2% | 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 |
| 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 |
| Everence Capital Management Inc | 10,790 | $882.0K | 0.07% | 00.0% | Unchanged |
| Webster Bank, N. A. | 10,695 | $874.0K | 0.10% | −1,196−10.1% | Reduced |
| Bragg Financial Advisors, Inc | 10,673 | $873.0K | 0.06% | −662−5.8% | Reduced |
| World Asset Management Inc | 10,658 | $872.0K | 0.08% | −633−5.6% | Reduced |
| USS Investment Management Ltd | 10,635 | $869.0K | 0.01% | 00.0% | Unchanged |