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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, Q3 2021

Institutional positions in Otis Worldwide Corp as of Sep 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
1,145
+16 vs. Q2 2021
Shares held
357.8M
−88.4K (0.0%) vs. Q2 2021
Total value
$29.5B
+$207.1M (+0.7%) vs. Q2 2021
New holders
92
379 more added
Sold out
76
450 more reduced

13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 1,145 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 heldQ3 2021: $29.5B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q2 2021.

Institutions holding OTIS in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Cordant, Inc.1$00.00%−43−97.7%Reduced
Coastal Capital Group, Inc.2$00.00%00.0%Unchanged
Heritage Wealth Management, LLC3$00.00%00.0%Unchanged
WestEnd Advisors, LLC–$1640.00%––
Ogorek Anthony Joseph23$1.00K0.00%00.0%Unchanged
Bogart Wealth, LLC14$1.00K0.00%00.0%Unchanged
Global Trust Asset Management, LLC11$1.00K0.00%00.0%Unchanged
TSFG, LLC9$1.00K0.00%00.0%Unchanged
HBC Financial Services, PLLC12$1.00K0.00%00.0%Unchanged
Assetmark, Inc19$2.00K0.00%−32−62.7%Reduced
Earnest Partners LLC28$2.00K0.00%00.0%Unchanged
TD Capital Management LLC20$2.00K0.00%00.0%Unchanged
Column Capital Advisors, LLC20$2.00K0.00%−2−9.1%Reduced
Pacific Center for Financial Services25$2.00K0.00%00.0%Unchanged
Wagner Wealth Management, LLC20$2.00K0.00%00.0%Unchanged
IAG Wealth Partners, LLC20$2.00K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC22$2.00K0.00%00.0%Unchanged
Syverson Strege & Co20$2.00K0.00%+12+150.0%Added
Tfo-TDC, LLC26$2.00K0.00%+26New
CVA Family Office, LLC54$3.00K0.00%−261−82.9%Reduced
Valley National Advisers Inc41$3.00K0.00%00.0%Unchanged
Barrett Asset Management, LLC37$3.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.31$3.00K0.00%−3−8.8%Reduced
Tradewinds Capital Management, LLC42$3.00K0.00%00.0%Unchanged
Cribstone Capital Management, LLC32$3.00K0.00%00.0%Unchanged
Banco de Sabadell, S.A36$3.00K0.00%00.0%Unchanged
Global Financial Private Client, LLC37$3.05K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.50$4.00K0.00%−300−85.7%Reduced
Toth Financial Advisory Corp45$4.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC51$4.00K0.00%00.0%Unchanged
Independence Bank of Kentucky51$4.00K0.00%00.0%Unchanged
Truvestments Capital LLC43$4.00K0.00%00.0%Unchanged
Ellis Investment Partners, LLC60$4.00K0.00%00.0%Unchanged
Atlas Private Wealth Advisors43$4.00K0.00%00.0%Unchanged
Ci Investments Inc.53$4.00K0.00%+53New
Lenox Wealth Advisors, LLC63$5.00K0.00%+2+3.3%Added
Roble, Belko & Company, Inc64$5.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC56$5.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC65$5.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.75$6.00K0.00%00.0%Unchanged
Creative Financial Designs Inc67$6.00K0.00%00.0%Unchanged
West Paces Advisors Inc.76$6.25K0.00%−20−20.8%Reduced
Exchange Traded Concepts, LLC91$7.00K0.00%−8−8.1%Reduced
Focused Wealth Management, Inc83$7.00K0.00%00.0%Unchanged
Larson Financial Group LLC89$7.00K0.00%+1+1.1%Added
Ten Capital Wealth Advisors, LLC80$7.00K0.00%+30+60.0%Added
Providence Capital Advisors, LLC87$7.00K0.00%+87New
Concord Wealth Partners92$8.00K0.00%−1,372−93.7%Reduced
Sterling Investment Advisors, Ltd.100$8.00K0.00%−300−75.0%Reduced
First Personal Financial Services100$8.00K0.00%−250−71.4%Reduced
JJJ Advisors Inc.97$8.00K0.00%00.0%Unchanged
First PREMIER Bank100$8.00K0.00%00.0%Unchanged
Resolute Partners Group102$8.00K0.00%00.0%Unchanged
Phoenix Wealth Advisors100$8.00K0.01%00.0%Unchanged
Norway Savings Bank113$9.00K0.00%−4−3.4%Reduced
Pacitti Group Inc.115$9.00K0.01%00.0%Unchanged
Professional Financial Advisors, LLC108$9.00K0.01%00.0%Unchanged
Strategic Asset Management, LLC111$9.00K0.01%+111New
Sound Income Strategies, LLC125$10.0K0.00%−16−11.3%Reduced
Lumature Wealth Partners, LLC121$10.0K0.00%00.0%Unchanged
Capstone Investment Advisors, LLC118$10.0K0.00%+118New
Robinson Value Management, Ltd.125$10.0K0.01%+125New
Tarbox Family Office, Inc.131$11.0K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton142$12.0K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC150$12.0K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.153$12.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC150$12.0K0.00%00.0%Unchanged
True Link Financial Advisors, LLC142$12.0K0.00%00.0%Unchanged
Sawyer & Company, Inc150$12.0K0.01%+150New
Selective Wealth Management, Inc.154$13.0K0.01%−73−32.2%Reduced
Prentice Wealth Management LLC156$13.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC175$14.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC167$14.0K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC171$14.0K0.00%00.0%Unchanged
Private Ocean, LLC165$14.0K0.00%+15+10.0%Added
Financial Perspectives, Inc180$14.8K0.01%−14−7.2%Reduced
SOA Wealth Advisors, LLC.186$15.0K0.00%−96−34.0%Reduced
Disciplined Investments, LLC178$15.0K0.01%00.0%Unchanged
Sittner & Nelson, LLC184$15.0K0.01%00.0%Unchanged
Accel Wealth Management198$16.0K0.01%−197−49.9%Reduced
Hall Laurie J Trustee189$16.0K0.01%00.0%Unchanged
Westside Investment Management, Inc.196$16.0K0.00%00.0%Unchanged
Kowal Investment Group, LLC197$16.0K0.01%+197New
Towarzystwo Funduszy Inwestycyjnych Pzu SA204$16.8K0.02%00.0%Unchanged
Thompson Siegel & Walmsley LLC208$17.0K0.00%−6,000−96.6%Reduced
Pinnacle Financial Partners Inc205$17.0K0.00%+15+7.9%Added
Endurance Wealth Management, Inc.205$17.0K0.00%00.0%Unchanged
Carderock Capital Management Inc212$17.0K0.00%+212New
Jones Financial Companies LLLP220$18.0K0.00%−778−78.0%Reduced
Bell Investment Advisors, Inc219$18.0K0.01%+219New
Riggs Asset Managment Co. Inc.231$19.0K0.01%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC231$19.0K0.01%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC230$19.0K0.02%00.0%Unchanged
JNBA Financial Advisors245$20.0K0.00%−12−4.7%Reduced
MCF Advisors LLC246$20.0K0.00%+18+7.9%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC253$20.0K0.00%+170+204.8%Added
Counterpoint Mutual Funds LLC247$20.0K0.02%+247New
Hanseatic Management Services Inc252$21.0K0.04%+252New
Kelly Financial Services LLC258$21.3K0.01%−20,813−98.8%Reduced
Costello Asset Management, INC262$22.0K0.01%00.0%Unchanged