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 |
|---|---|---|---|---|---|
| Piscataqua Savings Bank | 1,076 | $89.0K | 0.08% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,127 | $93.0K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,146 | $94.0K | 0.01% | +1,146 | New |
| FinTrust Capital Advisors, LLC | 1,156 | $95.0K | 0.03% | −135−10.5% | Reduced |
| Global Retirement Partners, LLC | 1,166 | $96.0K | 0.01% | −27−2.3% | Reduced |
| Gables Capital Management Inc. | 1,175 | $97.0K | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,184 | $97.0K | 0.03% | +113+10.6% | Added |
| Sutton Wealth Advisors Inc. | 1,183 | $97.3K | 0.04% | +3+0.3% | Added |
| Raffa Wealth Management, LLC | 1,184 | $97.4K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,200 | $99.0K | 0.06% | 00.0% | Unchanged |
| Seeyond | 1,220 | $100.0K | 0.01% | −13−1.1% | Reduced |
| Clear Perspectives Financial Planning, LLC | 1,231 | $101.0K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 1,254 | $103.0K | 0.05% | +62+5.2% | Added |
| Stephenson National Bank & Trust | 1,261 | $104.0K | 0.07% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,265 | $104.0K | 0.02% | +423+50.2% | Added |
| Hanson & Doremus Investment Management | 1,276 | $105.0K | 0.02% | +262+25.8% | Added |
| Belpointe Asset Management LLC | 1,285 | $106.0K | 0.01% | −630−32.9% | Reduced |
| Lindbrook Capital, LLC | 1,293 | $106.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,301 | $108.0K | 0.00% | −13,510−91.2% | Reduced |
| Ironwood Wealth Management, LLC. | 1,315 | $108.0K | 0.05% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $111.0K | 0.07% | −171−11.2% | Reduced |
| Atlas Capital Advisors LLC | 1,364 | $112.2K | 0.02% | −150−9.9% | Reduced |
| Mascoma Wealth Management LLC | 1,455 | $120.0K | 0.05% | +1,455 | New |
| Jacobi Capital Management LLC | 1,466 | $121.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,478 | $122.0K | 0.08% | −503−25.4% | Reduced |
| Parkside Financial Bank & Trust | 1,530 | $126.0K | 0.04% | +5+0.3% | Added |
| North Star Investment Management Corp. | 1,544 | $127.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,541 | $127.0K | 0.01% | +100+6.9% | Added |
| Penserra Capital Management LLC | 1,561 | $128.0K | 0.00% | +155+11.0% | Added |
| Sonora Investment Management, LLC | 1,582 | $130.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,579 | $130.0K | 0.03% | +1,240+365.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,631 | $134.0K | 0.10% | 00.0% | Unchanged |
| First Command Bank | 1,644 | $136.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,644 | $136.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,636 | $136.0K | 0.08% | +765+87.8% | Added |
| BDO Wealth Advisors, LLC | 1,691 | $139.0K | 0.02% | −202−10.7% | Reduced |
| Cutler Group LP | 1,708 | $140.0K | 0.01% | +1,708 | New |
| Edmond de Rothschild Holding S.A. | 1,725 | $142.0K | 0.00% | +1,325+331.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,767 | $145.0K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 1,757 | $145.0K | 0.00% | +399+29.4% | Added |
| Vectors Research Management, LLC | 1,923 | $158.0K | 0.04% | −50−2.5% | Reduced |
| Loomis Sayles & Co L P | 1,944 | $160.0K | 0.00% | +1,944 | New |
| Acropolis Investment Management, LLC | 2,038 | $164.0K | 0.02% | +10.0% | Added |
| Agf Investments Inc. | 2,000 | $165.0K | 0.00% | −328−14.1% | Reduced |
| Smithfield Trust Co | 2,056 | $168.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,981 | $169.0K | 0.19% | +2,981 | New |
| Manchester Capital Management LLC | 2,071 | $170.0K | 0.02% | +36+1.8% | Added |
| Markston International LLC | 2,073 | $171.0K | 0.16% | −3,168−60.4% | Reduced |
| Spire Wealth Management | 2,085 | $172.0K | 0.00% | +299+16.7% | Added |
| Thomas White International Ltd | 2,170 | $179.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 2,354 | $194.0K | 0.13% | +670+39.8% | Added |
| Leonteq Securities AG | 2,391 | $196.7K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,419 | $199.0K | 0.11% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,417 | $199.0K | 0.03% | +76+3.2% | Added |
| Optimum Investment Advisors | 2,434 | $200.0K | 0.08% | −125−4.9% | Reduced |
| Logan Capital Management Inc | 2,437 | $200.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 2,432 | $200.0K | 0.02% | +62+2.6% | Added |
| Fernwood Investment Management, LLC | 2,436 | $200.0K | 0.07% | +2,436 | New |
| Estabrook Capital Management | 2,450 | $201.6K | 0.03% | −547−18.3% | Reduced |
| Hilltop Holdings Inc. | 2,451 | $202.0K | 0.02% | −120−4.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,457 | $202.0K | 0.04% | −12−0.5% | Reduced |
| Regent Investment Management LLC | 2,449 | $202.0K | 0.05% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 2,460 | $202.0K | 0.06% | +2,460 | New |
| Berkshire Bank | 2,478 | $204.0K | 0.05% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,488 | $205.0K | 0.03% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,507 | $206.0K | 0.04% | +15+0.6% | Added |
| Buckingham Strategic Wealth, LLC | 2,504 | $206.0K | 0.00% | +2,504 | New |
| Kempen Capital Management N.V. | 2,515 | $207.0K | 0.01% | −38,679−93.9% | Reduced |
| Charter Oak Capital Management, LLC | 2,522 | $207.0K | 0.03% | +51+2.1% | Added |
| D'Orazio & Associates, Inc. | 2,520 | $207.0K | 0.05% | +77+3.2% | Added |
| Becker Capital Management Inc | 2,540 | $209.0K | 0.01% | +2,540 | New |
| Kovack Advisors, Inc. | 2,554 | $210.0K | 0.02% | −196−7.1% | Reduced |
| Ellevest, Inc. | 2,547 | $210.0K | 0.02% | +492+23.9% | Added |
| Cobblestone Capital Advisors LLC | 2,564 | $211.0K | 0.01% | −50−1.9% | Reduced |
| M&G Investment Management Ltd | 2,582 | $212.0K | 0.00% | −788−23.4% | Reduced |
| Montis Financial, LLC | 2,583 | $212.0K | 0.18% | −370−12.5% | Reduced |
| Advisor OS, LLC | 2,591 | $213.0K | 0.05% | +2+0.1% | Added |
| Associated Banc-Corp | 2,640 | $218.0K | 0.01% | −21−0.8% | Reduced |
| Community Bank, N.A. | 2,660 | $219.0K | 0.03% | −1,175−30.6% | Reduced |
| Davidson Trust Co | 2,660 | $219.0K | 0.17% | −141−5.0% | Reduced |
| Leavell Investment Management, Inc. | 2,659 | $219.0K | 0.02% | +2,659 | New |
| Prospera Financial Services Inc | 2,683 | $221.0K | 0.01% | +2,683 | New |
| Prescott Group Capital Management, L.L.C. | 2,700 | $222.0K | 0.06% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,717 | $223.6K | 0.03% | −17−0.6% | Reduced |
| Spinnaker Trust | 2,724 | $224.0K | 0.02% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,730 | $225.0K | 0.03% | +2,730 | New |
| New England Research & Management, Inc. | 2,625 | $226.0K | 0.12% | −7,725−74.6% | Reduced |
| Aevitas Wealth Management, Inc. | 2,757 | $227.0K | 0.14% | +5+0.2% | Added |
| Proffitt & Goodson Inc | 2,776 | $228.0K | 0.04% | −14−0.5% | Reduced |
| Asset Dedication, LLC | 2,771 | $228.0K | 0.03% | +10.0% | Added |
| Mairs & Power Inc | 2,784 | $229.0K | 0.00% | −250−8.2% | Reduced |
| Douglas Lane & Associates, LLC | 2,796 | $230.0K | 0.00% | −255−8.4% | Reduced |
| Deseret Mutual Benefit Administrators | 2,800 | $230.0K | 0.04% | +2,299+458.9% | Added |
| Wealthspire Advisors, LLC | 2,805 | $231.0K | 0.00% | +2,805 | New |
| Orion Portfolio Solutions, LLC | 2,828 | $233.0K | 0.01% | −1,093−27.9% | Reduced |
| True North Advisors, LLC | 2,839 | $233.0K | 0.05% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 2,831 | $233.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 2,812 | $233.0K | 0.00% | +2,722+3,024.4% | Added |
| Legacy Bridge, LLC | 2,841 | $234.0K | 0.13% | −10−0.4% | Reduced |
| Lido Advisors, LLC | 2,859 | $235.0K | 0.01% | +2,859 | New |