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 |
|---|---|---|---|---|---|
| Monterey Private Wealth, Inc. | 4,584 | $375.0K | 0.22% | +272+6.3% | Added |
| Tiemann Investment Advisors, LLC | 4,574 | $374.0K | 0.17% | −225−4.7% | Reduced |
| Greenleaf Trust | 4,575 | $374.0K | 0.00% | +278+6.5% | Added |
| American Century Companies Inc | 4,572 | $374.0K | 0.00% | +939+25.8% | Added |
| Beck Mack & Oliver LLC | 4,558 | $373.0K | 0.01% | +11+0.2% | Added |
| Shakespeare Wealth Management, Inc. | 4,142 | $373.0K | 0.14% | 00.0% | Unchanged |
| Hutchinson Capital Management | 4,533 | $371.0K | 0.09% | −14−0.3% | Reduced |
| Optas, LLC | 4,513 | $370.0K | 0.11% | +21+0.5% | Added |
| Conning Inc. | 4,500 | $368.0K | 0.01% | −480−9.6% | Reduced |
| Valeo Financial Advisors, LLC | 4,480 | $366.0K | 0.02% | −214−4.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,473 | $366.0K | 0.02% | 00.0% | Unchanged |
| NTV Asset Management LLC | 4,478 | $366.0K | 0.06% | +20.0% | Added |
| American National Registered Investment Advisor, Inc. | 4,467 | $365.0K | 0.13% | −46−1.0% | Reduced |
| Financial Advisory Group | 4,468 | $365.0K | 0.09% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 7,985 | $365.0K | 0.03% | +3,773+89.6% | Added |
| Sentry Investment Management LLC | 4,453 | $364.0K | 0.09% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 4,433 | $363.0K | 0.02% | +65+1.5% | Added |
| Security National Trust Co | 4,435 | $362.0K | 0.08% | −226−4.8% | Reduced |
| South Dakota Investment Council | 4,389 | $359.0K | 0.01% | −2,500−36.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,395 | $359.0K | 0.01% | −255−5.5% | Reduced |
| Csenge Advisory Group | 4,369 | $359.0K | 0.03% | −73−1.6% | Reduced |
| Westport Asset Management Inc | 4,127 | $352.0K | 0.15% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $352.0K | 0.11% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 4,288 | $351.0K | 0.10% | 00.0% | Unchanged |
| Nachman Norwood & Parrott, Inc | 4,296 | $351.0K | 0.04% | +10.0% | Added |
| Douglass Winthrop Advisors, LLC | 4,298 | $351.0K | 0.01% | +466+12.2% | Added |
| Concentric Wealth Management, LLC | 4,275 | $350.0K | 0.11% | −100−2.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,257 | $348.0K | 0.04% | +85+2.0% | Added |
| Court Place Advisors, LLC | 4,227 | $346.0K | 0.10% | −56−1.3% | Reduced |
| Kore Private Wealth LLC | 4,230 | $346.0K | 0.04% | +1,087+34.6% | Added |
| Dixon Hubard Feinour & Brown Inc | 4,177 | $342.0K | 0.07% | −1,296−23.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,177 | $342.0K | 0.07% | −530−11.3% | Reduced |
| HRT Financial LP | 4,151 | $339.0K | 0.00% | +4,151 | New |
| Boston Family Office LLC | 4,128 | $338.0K | 0.02% | −150−3.5% | Reduced |
| United Bank | 4,131 | $338.0K | 0.05% | −121−2.8% | Reduced |
| Atwood & Palmer Inc | 4,125 | $337.0K | 0.03% | −387−8.6% | Reduced |
| Harbour Investments, Inc. | 4,102 | $335.0K | 0.01% | −125−3.0% | Reduced |
| St Germain D J Co Inc | 4,083 | $334.0K | 0.02% | −17−0.4% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $334.0K | 0.11% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,040 | $330.0K | 0.03% | −198−4.7% | Reduced |
| Bard Financial Services, Inc. | 4,040 | $330.0K | 0.03% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 4,024 | $329.0K | 0.30% | 00.0% | Unchanged |
| Heritage Way Advisors, LLC | 4,000 | $327.0K | 0.13% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,729 | $324.0K | 0.20% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,946 | $323.0K | 0.07% | −509−11.4% | Reduced |
| Boenning & Scattergood, Inc. | 3,933 | $322.0K | 0.06% | −167−4.1% | Reduced |
| Adirondack Trust Co | 3,919 | $321.0K | 0.16% | −121−3.0% | Reduced |
| Orion Portfolio Solutions, LLC | 3,921 | $321.0K | 0.01% | +136+3.6% | Added |
| Cerity Partners LLC | 3,882 | $317.0K | 0.01% | −14−0.4% | Reduced |
| Ropes Wealth Advisors LLC | 3,865 | $316.0K | 0.05% | 00.0% | Unchanged |
| Northeast Investment Management | 3,855 | $315.0K | 0.02% | −595−13.4% | Reduced |
| Moneta Group Investment Advisors LLC | 3,852 | $315.0K | 0.01% | −180−4.5% | Reduced |
| Community Bank, N.A. | 3,835 | $314.0K | 0.04% | −135−3.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,835 | $314.0K | 0.02% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,835 | $314.0K | 0.01% | +3,835 | New |
| Frontier Wealth Management LLC | 3,794 | $310.0K | 0.02% | −829−17.9% | Reduced |
| David Loasby | 3,779 | $309.0K | 0.04% | +5+0.1% | Added |
| Cooper Financial Group | 3,772 | $308.0K | 0.06% | −313−7.7% | Reduced |
| Oppenheimer Asset Management Inc. | 3,704 | $304.0K | 0.00% | −2,497−40.3% | Reduced |
| Surevest, LLC | 3,698 | $302.0K | 0.08% | −2,428−39.6% | Reduced |
| Cullen Capital Management LLC | 3,665 | $300.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 3,673 | $300.0K | 0.04% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,658 | $299.0K | 0.07% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 3,637 | $297.0K | 0.02% | −11−0.3% | Reduced |
| Cypress Capital Management LLC (WY) | 3,617 | $296.0K | 0.23% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 3,610 | $295.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 3,568 | $292.0K | 0.06% | −62−1.7% | Reduced |
| MEMBERS Trust Co | 3,573 | $292.0K | 0.01% | −38−1.1% | Reduced |
| Capital Analysts, LLC | 3,561 | $291.0K | 0.02% | −176−4.7% | Reduced |
| Wade G W & Inc | 3,549 | $290.0K | 0.01% | −623−14.9% | Reduced |
| Barings LLC | 3,530 | $289.0K | 0.01% | −9,400−72.7% | Reduced |
| CPWM, LLC | 3,539 | $289.0K | 0.02% | −171−4.6% | Reduced |
| Fruth Investment Management | 3,540 | $289.0K | 0.09% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,508 | $287.0K | 0.05% | −36−1.0% | Reduced |
| HBK Sorce Advisory LLC | 3,486 | $285.0K | 0.02% | −15−0.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,470 | $284.0K | 0.03% | +26+0.8% | Added |
| WBH Advisory Inc | 3,152 | $281.0K | 0.04% | −91−2.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,420 | $280.0K | 0.00% | −449−11.6% | Reduced |
| Checchi Capital Advisers, LLC | 3,429 | $280.0K | 0.03% | +205+6.4% | Added |
| Harbor Investment Advisory, LLC | 3,408 | $279.0K | 0.04% | −56−1.6% | Reduced |
| S.A. Mason LLC | 3,417 | $279.0K | 0.19% | 00.0% | Unchanged |
| Citizens Business Bank | 3,400 | $278.0K | 0.04% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 3,390 | $277.0K | 0.06% | −10.0% | Reduced |
| M&G Investment Management Ltd | 3,370 | $276.0K | 0.00% | +3,370 | New |
| Haverford Trust Co | 3,361 | $275.0K | 0.00% | +226+7.2% | Added |
| Howland Capital Management LLC | 3,339 | $273.0K | 0.01% | −150−4.3% | Reduced |
| Argent Capital Management LLC | 3,330 | $272.0K | 0.01% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,310 | $271.0K | 0.24% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,304 | $270.0K | 0.01% | −157−4.5% | Reduced |
| Rothschild Investment Corp | 3,303 | $270.0K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,300 | $270.0K | 0.46% | +3,300 | New |
| Meridian Investment Counsel Inc. | 3,294 | $269.0K | 0.09% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,255 | $266.0K | 0.04% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 3,237 | $265.0K | 0.02% | −3,250−50.1% | Reduced |
| Hancock Whitney Corp | 3,218 | $263.0K | 0.01% | +15+0.5% | Added |
| Bailard, Inc. | 3,186 | $261.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,179 | $260.0K | 0.00% | −260−7.6% | Reduced |
| Signature Wealth Management Partners, LLC | 3,162 | $259.0K | 0.24% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,153 | $258.0K | 0.10% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 3,138 | $257.0K | 0.05% | +83+2.7% | Added |