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 |
|---|---|---|---|---|---|
| Tiedemann Advisors, LLC | 2,857 | $236.0K | 0.01% | −216−7.0% | Reduced |
| Institute for Wealth Management, LLC. | 2,867 | $236.0K | 0.04% | −30−1.0% | Reduced |
| Avantax Planning Partners, Inc. | 2,874 | $236.0K | 0.01% | +9+0.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 2,922 | $240.0K | 0.06% | −112−3.7% | Reduced |
| Verition Fund Management LLC | 2,935 | $241.0K | 0.00% | −27,652−90.4% | Reduced |
| Massmutual Trust Co FSB | 2,926 | $241.0K | 0.01% | −163−5.3% | Reduced |
| Meeder Asset Management Inc | 2,924 | $241.0K | 0.01% | +612+26.5% | Added |
| Fishman Jay A Ltd | 2,933 | $241.3K | 0.03% | −1,850−38.7% | Reduced |
| Resonant Capital Advisors, LLC | 2,956 | $243.0K | 0.04% | +53+1.8% | Added |
| Dixon Hubard Feinour & Brown Inc | 2,961 | $244.0K | 0.05% | −1,216−29.1% | Reduced |
| Capital Planning Advisors, LLC | 2,969 | $244.0K | 0.05% | 00.0% | Unchanged |
| Farmers Trust Co | 2,957 | $244.0K | 0.05% | −10−0.3% | Reduced |
| Farmers National Bank | 3,625 | $244.9K | 0.10% | +3,625 | New |
| Geneos Wealth Management Inc. | 2,970 | $245.0K | 0.01% | −2−0.1% | Reduced |
| SlateStone Wealth, LLC | 2,976 | $245.0K | 0.06% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 2,981 | $245.0K | 0.01% | +117+4.1% | Added |
| Reynders McVeigh Capital Management, LLC | 2,990 | $246.0K | 0.02% | −87−2.8% | Reduced |
| Meridian Wealth Management, LLC | 2,989 | $246.0K | 0.03% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,994 | $246.0K | 0.01% | +67+2.3% | Added |
| St. Louis Trust Co | 3,000 | $247.0K | 0.07% | −658−18.0% | Reduced |
| Forbes J M & Co LLP | 3,001 | $247.0K | 0.03% | −30−1.0% | Reduced |
| Systematic Financial Management LP | 3,000 | $247.0K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $247.0K | 0.04% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,000 | $247.0K | 0.01% | +1,279+74.3% | Added |
| Parallax Volatility Advisers, L.P. | 3,000 | $247.0K | 0.00% | +3,000 | New |
| Waldron Private Wealth LLC | 3,005 | $247.0K | 0.01% | +3,005 | New |
| Breiter Capital Management Inc | 3,041 | $250.0K | 0.14% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,052 | $251.0K | 0.21% | −61−2.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,085 | $254.0K | 0.01% | −750−19.6% | Reduced |
| Capital Analysts, LLC | 3,090 | $254.0K | 0.02% | −471−13.2% | Reduced |
| 9258 Wealth Management, LLC | 3,085 | $254.0K | 0.07% | +2+0.1% | Added |
| Founders Financial Securities LLC | 3,084 | $254.0K | 0.05% | +70+2.3% | Added |
| Laurel Wealth Advisors LLC | 3,098 | $255.0K | 0.06% | −470−13.2% | Reduced |
| Gamble Jones Investment Counsel | 3,097 | $255.0K | 0.02% | −140−4.3% | Reduced |
| Independent Advisor Alliance | 3,093 | $255.0K | 0.01% | +3,093 | New |
| Wolverine Trading, LLC | 3,078 | $256.0K | 0.01% | −3,826−55.4% | Reduced |
| Soltis Investment Advisors LLC | 3,106 | $256.0K | 0.04% | +13+0.4% | Added |
| Brookstone Capital Management | 3,173 | $258.0K | 0.00% | +551+21.0% | Added |
| Goelzer Investment Management, Inc. | 3,150 | $259.0K | 0.02% | −460−12.7% | Reduced |
| WBH Advisory Inc | 3,152 | $259.0K | 0.03% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,153 | $259.0K | 0.10% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,162 | $260.0K | 0.01% | −142−4.3% | Reduced |
| Signature Wealth Management Partners, LLC | 3,162 | $260.0K | 0.24% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,165 | $260.0K | 0.01% | +252+8.7% | Added |
| 1832 Asset Management L.P. | 3,103 | $260.0K | 0.00% | +3,103 | New |
| Clarius Group, LLC | 3,179 | $262.0K | 0.02% | +141+4.6% | Added |
| NEXT Financial Group, Inc | 3,190 | $263.0K | 0.02% | +261+8.9% | Added |
| St Germain D J Co Inc | 3,204 | $264.0K | 0.02% | −879−21.5% | Reduced |
| Hancock Whitney Corp | 3,209 | $264.0K | 0.01% | −9−0.3% | Reduced |
| Baker Ellis Asset Management LLC | 3,238 | $265.0K | 0.05% | +100+3.2% | Added |
| Institutional & Family Asset Management, LLC | 3,255 | $268.0K | 0.04% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 3,253 | $268.0K | 0.05% | +714+28.1% | Added |
| Adirondack Trust Co | 3,369 | $271.0K | 0.13% | −550−14.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,298 | $271.0K | 0.00% | −122−3.6% | Reduced |
| Meridian Investment Counsel Inc. | 3,294 | $271.0K | 0.10% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,310 | $272.0K | 0.04% | −98−2.9% | Reduced |
| Howland Capital Management LLC | 3,302 | $272.0K | 0.01% | −37−1.1% | Reduced |
| Defined Wealth Management, LLC | 3,310 | $272.0K | 0.24% | 00.0% | Unchanged |
| Rothschild Investment Corp | 3,303 | $272.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,326 | $274.0K | 0.05% | −182−5.2% | Reduced |
| Argent Capital Management LLC | 3,330 | $274.0K | 0.01% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 3,326 | $274.0K | 0.02% | +769+30.1% | Added |
| ICW Investment Advisors LLC | 3,367 | $277.0K | 0.18% | +3,367 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,388 | $279.0K | 0.01% | −447−11.7% | Reduced |
| LVW Advisors, LLC | 3,389 | $279.0K | 0.05% | +3,389 | New |
| HBK Sorce Advisory LLC | 3,402 | $280.0K | 0.02% | −84−2.4% | Reduced |
| Citizens Business Bank | 3,400 | $280.0K | 0.04% | 00.0% | Unchanged |
| Bailard, Inc. | 3,402 | $280.0K | 0.01% | +216+6.8% | Added |
| Tokio Marine Asset Management Co Ltd | 3,398 | $280.0K | 0.02% | +430+14.5% | Added |
| Nichols & Pratt Advisers LLP | 3,467 | $286.0K | 0.02% | −3,425−49.7% | Reduced |
| NorthRock Partners, LLC | 3,471 | $286.0K | 0.02% | +376+12.1% | Added |
| Checchi Capital Advisers, LLC | 3,485 | $287.0K | 0.04% | +56+1.6% | Added |
| Lowe Brockenbrough & Co Inc | 3,506 | $288.0K | 0.02% | +850+32.0% | Added |
| DCM Advisors, LLC | 3,503 | $288.0K | 0.11% | +3,503 | New |
| Cypress Capital Management LLC (WY) | 3,517 | $289.0K | 0.24% | −100−2.8% | Reduced |
| Barings LLC | 3,530 | $290.0K | 0.01% | 00.0% | Unchanged |
| Fruth Investment Management | 3,540 | $291.0K | 0.09% | 00.0% | Unchanged |
| CPWM, LLC | 3,539 | $291.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,589 | $295.0K | 0.01% | +3,194+808.6% | Added |
| Banco Santander, S.A. | 3,603 | $296.0K | 0.00% | −15,159−80.8% | Reduced |
| Cullen Capital Management LLC | 3,610 | $297.0K | 0.00% | −55−1.5% | Reduced |
| MEMBERS Trust Co | 3,573 | $298.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,626 | $298.0K | 0.20% | +209+6.1% | Added |
| Altium Wealth Management LLC | 3,637 | $299.0K | 0.02% | 00.0% | Unchanged |
| David Loasby | 3,658 | $301.0K | 0.04% | −121−3.2% | Reduced |
| Essex Savings Bank | 3,267 | $301.0K | 0.11% | +343+11.7% | Added |
| Burleson & Company, LLC | 3,673 | $302.0K | 0.05% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,687 | $304.0K | 0.00% | −17−0.5% | Reduced |
| Focus Financial Network, Inc. | 3,774 | $310.5K | 0.04% | +923+32.4% | Added |
| Kistler-Tiffany Companies, LLC | 3,775 | $311.0K | 0.07% | −1,233−24.6% | Reduced |
| Conning Inc. | 3,794 | $312.0K | 0.01% | −706−15.7% | Reduced |
| Frontier Wealth Management LLC | 3,789 | $312.0K | 0.02% | −5−0.1% | Reduced |
| Signaturefd, LLC | 3,787 | $312.0K | 0.01% | +1,049+38.3% | Added |
| Moneta Group Investment Advisors LLC | 3,816 | $314.0K | 0.01% | −36−0.9% | Reduced |
| Surevest, LLC | 3,812 | $314.0K | 0.08% | +114+3.1% | Added |
| Baker Tilly Wealth Management, LLC | 3,843 | $316.0K | 0.04% | +734+23.6% | Added |
| Wade G W & Inc | 3,856 | $317.0K | 0.02% | +307+8.7% | Added |
| Ropes Wealth Advisors LLC | 3,865 | $318.0K | 0.05% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,860 | $318.0K | 0.02% | +960+33.1% | Added |
| Sentry Investment Management LLC | 3,885 | $320.0K | 0.09% | −568−12.8% | Reduced |