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Livermore
ZHEN

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.

Institutional holdersQ2 2021: 1,142 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ2 2021: $29.4B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2021.

Institutions holding OTIS in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
LCM Capital Management Inc3,113$255.0K0.21%−57−1.8%Reduced
Baker Tilly Wealth Management, LLC3,109$254.0K0.04%+3,109New
Soltis Investment Advisors LLC3,093$253.0K0.04%+36+1.2%Added
NorthRock Partners, LLC3,095$253.0K0.02%+123+4.1%Added
Massmutual Trust Co FSB3,089$253.0K0.01%+634+25.8%Added
Reynders McVeigh Capital Management, LLC3,077$252.0K0.02%−437−12.4%Reduced
9258 Wealth Management, LLC3,083$252.0K0.07%−211−6.4%Reduced
Tiedemann Advisors, LLC3,073$252.0K0.01%+3+0.1%Added
Financial Counselors Inc3,058$250.0K0.01%−292−8.7%Reduced
Douglas Lane & Associates, LLC3,051$249.0K0.00%−68−2.2%Reduced
Breiter Capital Management Inc3,041$249.0K0.13%+3,041New
Ramsay, Stattman, Vela & Price, Inc.3,034$248.0K0.06%−1,160−27.7%Reduced
Mairs & Power Inc3,034$248.0K0.00%−326−9.7%Reduced
Forbes J M & Co LLP3,031$248.0K0.03%00.0%Unchanged
Clarius Group, LLC3,038$248.0K0.02%+75+2.5%Added
Sun Life Financial INC3,011$246.0K0.01%−331−9.9%Reduced
Founders Financial Securities LLC3,014$246.0K0.05%+3,014New
Estabrook Capital Management2,997$245.1K0.04%−235−7.3%Reduced
Geneos Wealth Management Inc.2,972$245.0K0.01%−296−9.1%Reduced
Systematic Financial Management LP3,000$245.0K0.01%00.0%Unchanged
Bleichroeder LP3,000$245.0K0.04%00.0%Unchanged
Meridian Wealth Management, LLC2,989$244.0K0.03%+10.0%Added
Harel Insurance Investments & Financial Services Ltd.953$244.0K0.01%+898+1,632.7%Added
SlateStone Wealth, LLC2,976$243.0K0.06%00.0%Unchanged
Tokio Marine Asset Management Co Ltd2,968$243.0K0.02%+2,968New
Capital Planning Advisors, LLC2,969$243.0K0.05%+2,969New
Farmers Trust Co2,967$242.0K0.05%−57−1.9%Reduced
Montis Financial, LLC2,953$241.0K0.20%00.0%Unchanged
Crawford Investment Counsel Inc2,927$239.0K0.00%−942−24.3%Reduced
NEXT Financial Group, Inc2,929$239.0K0.02%−219−7.0%Reduced
Brighton Jones LLC2,913$238.0K0.01%−626−17.7%Reduced
Institute for Wealth Management, LLC.2,897$237.0K0.04%−136−4.5%Reduced
Fukoku Mutual Life Insurance Co2,900$237.0K0.02%00.0%Unchanged
Boyd Watterson Asset Management LLC2,894$237.0K0.10%+2,894New
Resonant Capital Advisors, LLC2,903$237.0K0.05%+2,903New
Integrated Wealth Concepts LLC2,892$236.0K0.01%+2,892New
Avantax Planning Partners, Inc.2,865$234.0K0.01%−125−4.2%Reduced
Freestone Capital Holdings, LLC2,864$234.0K0.01%+2,864New
Focus Financial Network, Inc.2,851$233.1K0.03%+2,851New
Legacy Bridge, LLC2,851$233.0K0.13%−45−1.6%Reduced
True North Advisors, LLC2,839$232.0K0.05%+2,839New
Calamos Wealth Management LLC2,831$231.0K0.02%+2,831New
Essex Savings Bank2,924$229.0K0.09%−219−7.0%Reduced
Davidson Trust Co2,801$229.0K0.18%+2,801New
Proffitt & Goodson Inc2,790$228.0K0.04%−35−1.2%Reduced
Regal Wealth Group, Inc.2,763$226.0K0.13%+5+0.2%Added
Asset Dedication, LLC2,770$226.0K0.03%+510+22.6%Added
Kerntke Otto McGlone Wealth Management Group2,765$226.0K0.09%+2,765New
Aevitas Wealth Management, Inc.2,752$225.0K0.14%+2,752New
Kovack Advisors, Inc.2,750$225.0K0.03%+2,750New
Signaturefd, LLC2,738$224.0K0.01%+9+0.3%Added
Anchor Investment Management, LLC2,734$223.6K0.03%−100−3.5%Reduced
Spinnaker Trust2,724$223.0K0.02%+2,724New
RSM US Wealth Management LLC2,727$223.0K0.01%+2,727New
Prescott Group Capital Management, L.L.C.2,700$221.0K0.06%+2,700New
Cipher Capital LP2,702$221.0K0.12%+2,702New
FRG Family Wealth Advisors LLC2,679$219.0K0.04%−555−17.2%Reduced
Brookstone Capital Management2,622$219.0K0.00%+2,622New
Associated Banc-Corp2,661$217.0K0.01%+2,661New
Lowe Brockenbrough & Co Inc2,656$217.0K0.02%+2,656New
Lafayette Investments, Inc.2,649$217.0K0.06%+2,649New
Gyon Technologies Capital Management, LP2,643$216.0K0.07%−8,155−75.5%Reduced
Level Four Advisory Services, LLC2,642$216.0K0.01%−1,250−32.1%Reduced
Baxter Bros Inc2,645$216.0K0.03%−400−13.1%Reduced
Citizens National Bank Trust Department2,625$215.0K0.06%+2,625New
Cobblestone Capital Advisors LLC2,614$214.0K0.01%+2,614New
GSB Wealth Management, LLC2,580$211.0K0.07%+2,580New
Advisor OS, LLC2,589$211.0K0.04%+2,589New
Hilltop Holdings Inc.2,571$210.0K0.02%+2,571New
Optimum Investment Advisors2,559$209.0K0.07%−284−10.0%Reduced
Gillespie Robinson & Grimm Inc2,557$209.0K0.02%+2,557New
Eudaimonia Partners, LLC2,539$208.0K0.04%−77−2.9%Reduced
Aveo Capital Partners, LLC2,492$204.0K0.05%+2,492New
Arrow Financial Corp2,488$203.0K0.03%−237−8.7%Reduced
Charter Oak Capital Management, LLC2,471$202.0K0.03%−10−0.4%Reduced
Mission Creek Capital Partners, Inc.2,469$202.0K0.03%+2,469New
Berkshire Bank2,478$202.0K0.05%+2,478New
D'Orazio & Associates, Inc.2,443$200.0K0.05%00.0%Unchanged
Regent Investment Management LLC2,449$200.0K0.05%+2,449New
Formidable Asset Management, LLC2,361$200.0K0.04%+2,361New
Logan Capital Management Inc2,437$199.0K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.2,419$198.0K0.11%−200−7.6%Reduced
Leonteq Securities AG2,391$195.5K0.01%−300−11.1%Reduced
CX Institutional2,370$194.0K0.02%+211+9.8%Added
Quadrant Capital Group LLC2,341$191.0K0.03%+131+5.9%Added
Agf Investments Inc.2,328$190.0K0.00%+2,328New
Meeder Asset Management Inc2,312$189.0K0.01%+478+26.1%Added
Thomas White International Ltd2,170$177.0K0.02%00.0%Unchanged
Smithfield Trust Co2,056$168.0K0.01%−586−22.2%Reduced
Ellevest, Inc.2,055$168.0K0.02%+1,295+170.4%Added
Acropolis Investment Management, LLC2,037$167.0K0.02%−85−4.0%Reduced
Manchester Capital Management LLC2,035$166.0K0.02%+11+0.5%Added
State of Wyoming1,981$162.0K0.10%+1,546+355.4%Added
Vectors Research Management, LLC1,973$161.0K0.04%00.0%Unchanged
Belpointe Asset Management LLC1,915$156.0K0.01%+2+0.1%Added
BDO Wealth Advisors, LLC1,893$155.0K0.02%−123−6.1%Reduced
Spire Wealth Management1,786$146.0K0.00%+26+1.5%Added
Mark Sheptoff Financial Planning, LLC1,767$144.0K0.08%+150+9.3%Added
O'Shaughnessy Asset Management, LLC1,721$141.0K0.00%+478+38.5%Added
First Financial Corp1,684$138.0K0.09%−18−1.1%Reduced