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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ade, LLC | 292 | $24.0K | 0.02% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 281 | $24.0K | 0.02% | +2+0.7% | Added |
| Old Second National Bank of Aurora | 300 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 307 | $25.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 315 | $25.9K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 312 | $26.0K | 0.01% | −686−68.7% | Reduced |
| Gemmer Asset Management LLC | 318 | $26.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 327 | $27.0K | 0.02% | −30−8.4% | Reduced |
| Versant Capital Management, Inc | 330 | $27.0K | 0.01% | −19−5.4% | Reduced |
| First National Bank of South Miami | 330 | $27.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 330 | $27.2K | 0.01% | +115+53.5% | Added |
| Laffer Tengler Investments | 335 | $27.6K | 0.01% | +335 | New |
| Prestige Wealth Management Group LLC | 348 | $28.0K | 0.01% | +24+7.4% | Added |
| Heritage Wealth Advisors | 350 | $28.8K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 351 | $29.0K | 0.02% | −50−12.5% | Reduced |
| West Oak Capital, LLC | 350 | $29.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 350 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 351 | $29.0K | 0.01% | +351 | New |
| Motco | 366 | $30.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 357 | $30.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 378 | $31.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 379 | $31.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 375 | $31.0K | 0.03% | +375 | New |
| Orion Capital Management LLC | 375 | $31.0K | 0.02% | +375 | New |
| HC Financial Advisors Inc | 385 | $32.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 400 | $32.0K | 0.00% | +400 | New |
| Harvest Fund Management Co., Ltd | 393 | $32.0K | 0.01% | +393 | New |
| Gradient Investments LLC | 405 | $33.0K | 0.00% | −2−0.5% | Reduced |
| Ironwood Financial, llc | 404 | $33.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 402 | $33.0K | 0.03% | +4+1.0% | Added |
| SRS Capital Advisors, Inc. | 414 | $34.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 427 | $35.0K | 0.02% | −202−32.1% | Reduced |
| Red Tortoise LLC | 555 | $35.0K | 0.03% | +555 | New |
| Duncker Streett & Co Inc | 454 | $37.0K | 0.01% | −225−33.1% | Reduced |
| West Branch Capital LLC | 446 | $37.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 467 | $38.0K | 0.01% | −296−38.8% | Reduced |
| Truehand, Inc | 474 | $39.0K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 512 | $42.0K | 0.01% | −19−3.6% | Reduced |
| Koshinski Asset Management, Inc. | 511 | $42.1K | 0.00% | +511 | New |
| Firestone Capital Management | 525 | $43.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 559 | $46.0K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 561 | $46.0K | 0.01% | +10+1.8% | Added |
| JFS Wealth Advisors, LLC | 561 | $46.0K | 0.00% | +72+14.7% | Added |
| AdvisorNet Financial, Inc | 577 | $47.0K | 0.00% | −8,315−93.5% | Reduced |
| Pflug Koory, LLC | 567 | $47.0K | 0.03% | −400−41.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 588 | $48.0K | 0.02% | +2+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 590 | $48.0K | 0.01% | +1+0.2% | Added |
| BerganKDV Wealth Management, LLC | 578 | $48.0K | 0.01% | +250+76.2% | Added |
| TCI Wealth Advisors, Inc. | 608 | $50.0K | 0.01% | +28+4.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 622 | $51.0K | 0.00% | +50+8.7% | Added |
| Tompkins Financial Corp | 625 | $51.0K | 0.01% | +625 | New |
| Pinnacle Bancorp, Inc. | 632 | $52.0K | 0.02% | +93+17.3% | Added |
| Key Financial Inc | 647 | $53.0K | 0.03% | +50+8.4% | Added |
| Old North State Trust, LLC | 639 | $53.0K | 0.05% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 661 | $54.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 670 | $55.0K | 0.04% | +6+0.9% | Added |
| Hoertkorn Richard Charles | 682 | $56.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 705 | $58.0K | 0.01% | −670−48.7% | Reduced |
| Crescent Capital Consulting, LLC | 704 | $58.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 711 | $58.0K | 0.01% | +13+1.9% | Added |
| Liberty Wealth Management LLC | 718 | $59.0K | 0.02% | +2+0.3% | Added |
| TD Ameritrade Investment Management, LLC | 942 | $59.0K | 0.00% | +742+371.0% | Added |
| Mercer Capital Advisers, Inc. | 728 | $60.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 729 | $60.0K | 0.02% | +1+0.1% | Added |
| Bellevue Asset Management, LLC | 716 | $60.0K | 0.04% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 736 | $61.0K | 0.01% | +736 | New |
| Meridian Wealth Partners, LLC | 751 | $62.0K | 0.01% | +751 | New |
| South Dakota Investment Council | 789 | $65.0K | 0.00% | −3,600−82.0% | Reduced |
| Howe & Rusling Inc | 789 | $65.0K | 0.01% | −26−3.2% | Reduced |
| Herold Advisors, Inc. | 800 | $65.0K | 0.03% | +800 | New |
| Veritas Investment Partners (UK) Ltd. | 800 | $66.0K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 800 | $66.0K | 0.03% | +800 | New |
| JTC Employer Solutions Trusteee Ltd | 822 | $67.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 825 | $68.0K | 0.02% | −74−8.2% | Reduced |
| Acima Private Wealth, LLC | 834 | $69.0K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 854 | $70.0K | 0.00% | +124+17.0% | Added |
| Capital Advisors, Ltd. LLC | 877 | $72.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 872 | $72.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 899 | $74.0K | 0.01% | −18−2.0% | Reduced |
| Aua Capital Management, LLC | 900 | $74.0K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 903 | $74.0K | 0.01% | +39+4.5% | Added |
| Brewin Dolphin Ltd | 900 | $74.1K | 0.00% | −350−28.0% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 900 | $74.1K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 907 | $75.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 918 | $76.0K | 0.05% | +86+10.3% | Added |
| Pittenger & Anderson Inc | 926 | $76.0K | 0.00% | +926 | New |
| M&R Capital Management Inc | 939 | $77.0K | 0.02% | −5−0.5% | Reduced |
| Crewe Advisors LLC | 933 | $77.0K | 0.02% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 930 | $77.0K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 953 | $78.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 959 | $78.0K | 0.02% | +2+0.2% | Added |
| Evermay Wealth Management LLC | 968 | $80.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 971 | $80.0K | 0.01% | +1+0.1% | Added |
| Fieldpoint Private Securities, LLC | 985 | $81.0K | 0.02% | +16+1.7% | Added |
| Zions Bancorporation, N.A. | 993 | $82.0K | 0.01% | −164−14.2% | Reduced |
| Stonebridge Capital Advisors LLC | 1,046 | $86.0K | 0.01% | +27+2.6% | Added |
| Trustcore Financial Services, LLC | 1,063 | $87.0K | 0.01% | −27−2.5% | Reduced |
| Northern Oak Wealth Management Inc | 1,075 | $88.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,086 | $89.0K | 0.01% | −186−14.6% | Reduced |
| FourThought Financial, LLC | 1,085 | $89.0K | 0.01% | −129−10.6% | Reduced |