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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
Summit Wealth Group, LLC0$00.00%−249−100.0%Sold out
First Quadrant L P0$00.00%−211−100.0%Sold out
Parisi Gray Wealth Management0$00.00%−192−100.0%Sold out
Strategic Blueprint, LLC0$00.00%−197−100.0%Sold out
Perennial Advisors, LLC0$00.00%−180−100.0%Sold out
Personal Wealth Partners0$00.00%−143−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−130−100.0%Sold out
Pin Oak Investment Advisors Inc0$00.00%−120−100.0%Sold out
Ford Financial Group, LLC0$00.00%−132−100.0%Sold out
Horrell Capital Management, Inc.0$00.00%−86−100.0%Sold out
Trust Co0$00.00%−54−100.0%Sold out
Paragon Wealth Strategies, LLC0$00.00%−25−100.0%Sold out
Savior LLC0$00.00%−20−100.0%Sold out
Standard Family Office LLC0$00.00%−21−100.0%Sold out
Flagship Private Wealth, LLC0$00.00%−23−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−17−100.0%Sold out
American National Bank0$00.00%−5−100.0%Sold out
Arlington Partners LLC0$00.00%−9−100.0%Sold out
NVWM, LLC0$00.00%−12−100.0%Sold out
Carolina Wealth Advisors, LLC0$00.00%−10−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−14−100.0%Sold out
Pictet Asset Management Ltd––––Not filed
Bel Air Investment Advisors LLC––––Not filed
M Holdings Securities, Inc.––––Not filed
CWM, LLC––––Not filed
QS Investors, LLC––––Not filed
Nachman Norwood & Parrott, Inc––––Not filed
Cipher Capital LP––––Not filed
First Horizon Corp––––Not filed
Horan Securities, Inc.––––Not filed
Elmwood Wealth Management, Inc.––––Not filed
San Francisco Sentry Investment Group (Ca)––––Not filed
Pinnacle Wealth Advisors––––Not filed
PNC Managed Account Solutions, Inc.––––Not filed