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 |
|---|---|---|---|---|---|
| Natixis Investment Managers International | 10,635 | $869.0K | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 10,499 | $859.0K | 0.09% | −605−5.4% | Reduced |
| Sequoia Financial Advisors, LLC | 10,381 | $849.0K | 0.03% | +397+4.0% | Added |
| Advisor Partners LLC | 10,335 | $845.0K | 0.06% | −850−7.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 10,238 | $837.0K | 0.37% | +586+6.1% | Added |
| Mayflower Financial Advisors, LLC | 10,192 | $833.0K | 0.12% | −1,529−13.0% | Reduced |
| Canal Insurance CO | 10,000 | $823.0K | 0.29% | 00.0% | Unchanged |
| FORA Capital, LLC | 10,027 | $820.0K | 0.15% | −2,416−19.4% | Reduced |
| AE Wealth Management LLC | 10,007 | $818.0K | 0.01% | −4,381−30.4% | Reduced |
| FineMark National Bank & Trust | 9,853 | $806.0K | 0.03% | +234+2.4% | Added |
| Philadelphia Trust Co | 9,826 | $803.0K | 0.06% | +1,058+12.1% | Added |
| Vident Investment Advisory, LLC | 9,738 | $796.0K | 0.02% | +9,738 | New |
| Washington Trust Co | 9,689 | $793.0K | 0.02% | +1,204+14.2% | Added |
| Allstate Corp | 9,685 | $792.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 9,690 | $792.0K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,594 | $785.0K | 0.00% | −31,292−76.5% | Reduced |
| Argent Trust Co | 9,533 | $780.0K | 0.05% | −496−4.9% | Reduced |
| Atlantic Union Bankshares Corp | 9,482 | $776.0K | 0.07% | −688−6.8% | 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 |
| Crestwood Advisors Group LLC | 9,461 | $774.0K | 0.02% | −1,184−11.1% | Reduced |
| Resources Investment Advisors, LLC. | 9,290 | $760.0K | 0.03% | +353+3.9% | Added |
| Bridges Investment Management Inc | 9,214 | $753.0K | 0.02% | −25−0.3% | Reduced |
| Panagora Asset Management Inc | 9,168 | $750.0K | 0.00% | −899−8.9% | Reduced |
| Alpha Paradigm Partners, LLC | 9,150 | $748.0K | 0.28% | +6,658+267.2% | 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 |
| Graypoint LLC | 9,082 | $743.0K | 0.10% | +70+0.8% | Added |
| AdvisorNet Financial, Inc | 8,892 | $727.0K | 0.05% | +259+3.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,862 | $725.0K | 0.08% | −513−5.5% | Reduced |
| Colony Group LLC | 8,842 | $723.0K | 0.01% | −386−4.2% | Reduced |
| JustInvest LLC | 8,706 | $712.0K | 0.07% | +4,975+133.3% | Added |
| Toroso Investments, LLC | 8,688 | $710.0K | 0.03% | +5,438+167.3% | Added |
| Busey Wealth Management | 8,623 | $705.0K | 0.03% | −307−3.4% | Reduced |
| Perkins Coie Trust Co | 8,611 | $704.0K | 0.22% | +287+3.4% | Added |
| Dumont & Blake Investment Advisors LLC | 8,584 | $702.0K | 0.20% | +5,325+163.4% | Added |
| Johnson Investment Counsel Inc | 8,515 | $696.0K | 0.01% | −10−0.1% | Reduced |
| 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 |
| Lombard Odier Asset Management (Switzerland) SA | 8,378 | $685.0K | 0.03% | +5,280+170.4% | Added |
| Vestmark Advisory Solutions, Inc. | 8,363 | $684.0K | 0.05% | −2,431−22.5% | Reduced |
| Advisory Services Network, LLC | 8,355 | $683.0K | 0.02% | −124−1.5% | Reduced |
| FDx Advisors, Inc. | 8,347 | $682.0K | 0.02% | +3,767+82.2% | Added |
| Montag A & Associates Inc | 8,305 | $679.0K | 0.04% | −55−0.7% | Reduced |
| Cetera Investment Advisers | 8,241 | $674.0K | 0.01% | −737−8.2% | Reduced |
| Bellecapital International Ltd. | 8,236 | $673.0K | 0.20% | +8,236 | New |
| Wendell David Associates Inc | 8,209 | $671.0K | 0.08% | −7−0.1% | Reduced |
| Caldwell Trust Co | 8,173 | $668.3K | 0.09% | +718+9.6% | Added |
| Curbstone Financial Management Corp | 8,050 | $658.0K | 0.12% | −350−4.2% | Reduced |
| Merit Financial Group, LLC | 8,031 | $657.0K | 0.06% | −66−0.8% | Reduced |
| Choate Investment Advisors | 8,011 | $655.0K | 0.04% | −558−6.5% | Reduced |
| Home Federal Bank of Tennessee | 7,840 | $642.0K | 0.23% | −350−4.3% | Reduced |
| AGF Investments LLC | 7,827 | $640.0K | 0.07% | +7,827 | New |
| Sigma Planning Corp | 7,795 | $637.0K | 0.02% | +1,663+27.1% | Added |
| CIBC World Markets Inc. | 7,728 | $632.0K | 0.00% | −203−2.6% | Reduced |
| Tower Bridge Advisors | 7,716 | $630.9K | 0.04% | −200−2.5% | Reduced |
| Headinvest, LLC | 7,653 | $625.0K | 0.12% | −217−2.8% | Reduced |
| Stevens Capital Management LP | 7,629 | $624.0K | 0.18% | +2,007+35.7% | Added |
| Brown Advisory Securities, LLC | 7,621 | $623.0K | 0.10% | −372−4.7% | Reduced |
| Security National Bank of Sioux City Iowa | 7,607 | $622.0K | 0.49% | +1,222+19.1% | Added |
| Valley Brook Capital Group | 7,605 | $621.0K | 0.59% | +10.0% | Added |
| DuPont Capital Management Corp | 7,575 | $619.0K | 0.01% | +195+2.6% | Added |
| LMR Partners LLP | 7,521 | $615.0K | 0.01% | −3,404−31.2% | Reduced |
| Burns J W & Co Inc | 7,511 | $614.0K | 0.10% | −2,696−26.4% | Reduced |
| 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 |
| Curated Wealth Partners LLC | 7,493 | $612.0K | 0.33% | 00.0% | Unchanged |
| CWM, LLC | 7,471 | $611.0K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 7,416 | $609.0K | 0.02% | −520−6.6% | Reduced |
| Beacon Pointe Advisors, LLC | 7,419 | $607.0K | 0.02% | +3,625+95.5% | Added |
| Baldwin Investment Management, LLC | 7,359 | $602.0K | 0.10% | −268−3.5% | Reduced |
| ELCO Management Co., LLC | 7,333 | $600.0K | 0.45% | +516+7.6% | Added |
| Snowden Capital Advisors LLC | 7,331 | $599.5K | 0.03% | +629+9.4% | Added |
| QS Investors, LLC | 7,253 | $594.0K | 0.01% | +2,788+62.4% | Added |
| Amussen Hunsaker Associates LLC | 7,238 | $591.0K | 0.17% | −220−2.9% | Reduced |
| 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 |
| Papp L Roy & Associates | 7,155 | $585.0K | 0.07% | +1,876+35.5% | Added |
| River Wealth Advisors LLC | 7,138 | $584.0K | 0.10% | +116+1.7% | Added |
| Pinnacle Associates Ltd | 7,125 | $583.0K | 0.01% | −328−4.4% | Reduced |
| Parallel Advisors, LLC | 7,115 | $582.0K | 0.02% | +267+3.9% | Added |
| Westhampton Capital, LLC | 7,101 | $581.0K | 0.38% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 7,100 | $581.0K | 0.02% | +7,100 | New |
| Everett Harris & Co | 7,059 | $577.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 7,044 | $576.0K | 0.10% | −2,075−22.8% | 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 |
| Trust Co of Virginia | 6,989 | $574.0K | 0.06% | −50−0.7% | Reduced |
| Aull & Monroe Investment Management Corp | 6,951 | $569.0K | 0.27% | −175−2.5% | Reduced |
| Fort, L.P. | 6,948 | $568.0K | 0.16% | +6,948 | New |
| Wolverine Trading, LLC | 6,904 | $567.0K | 0.02% | +6,904 | New |
| 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 |
| Nichols & Pratt Advisers LLP | 6,892 | $564.0K | 0.04% | −6,740−49.4% | Reduced |
| Chicago Capital, LLC | 6,880 | $563.0K | 0.02% | 00.0% | Unchanged |
| Patten & Patten Inc | 6,867 | $562.0K | 0.04% | −1,620−19.1% | Reduced |
| Diversified Trust Co | 6,782 | $555.0K | 0.02% | +2,522+59.2% | Added |
| Bessemer Group Inc | 6,706 | $548.0K | 0.00% | −21−0.3% | Reduced |
| Journey Advisory Group, LLC | 6,668 | $545.0K | 0.17% | −187−2.7% | Reduced |
| Resources Management Corp | 6,604 | $540.0K | 0.08% | −611−8.5% | Reduced |