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 |
|---|---|---|---|---|---|
| Northeast Investment Management | 3,903 | $321.0K | 0.02% | +48+1.2% | Added |
| Sound View Wealth Advisors Group, LLC | 3,917 | $322.0K | 0.07% | −260−6.2% | Reduced |
| Northwest Bancshares, Inc. | 3,919 | $322.0K | 0.07% | −27−0.7% | Reduced |
| Sun Life Financial INC | 3,934 | $323.0K | 0.02% | +923+30.7% | Added |
| Echo Street Capital Management LLC | 3,958 | $326.0K | 0.00% | +3,958 | New |
| Aberdeen Wealth Management LLC | 3,974 | $327.0K | 0.32% | −50−1.2% | Reduced |
| Heritage Way Advisors, LLC | 4,000 | $329.0K | 0.14% | 00.0% | Unchanged |
| Bennicas & Associates, Inc. | 4,008 | $330.0K | 0.19% | −8,555−68.1% | Reduced |
| Virtue Capital Management, LLC | 4,010 | $330.0K | 0.06% | +620+18.3% | Added |
| Court Place Advisors, LLC | 4,029 | $332.0K | 0.10% | −198−4.7% | Reduced |
| Bard Financial Services, Inc. | 4,040 | $332.0K | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,039 | $332.0K | 0.01% | +981+32.1% | Added |
| Cooper Financial Group | 4,076 | $335.0K | 0.07% | +304+8.1% | Added |
| Harbour Investments, Inc. | 4,078 | $336.0K | 0.01% | −24−0.6% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $336.0K | 0.10% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 4,100 | $337.0K | 0.10% | +4,100 | New |
| Douglass Winthrop Advisors, LLC | 4,109 | $338.0K | 0.01% | −189−4.4% | Reduced |
| Atwood & Palmer Inc | 4,125 | $339.0K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 4,123 | $339.0K | 0.12% | +1,229+42.5% | Added |
| Boston Family Office LLC | 4,128 | $340.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 4,178 | $343.0K | 0.02% | −525−11.2% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,171 | $344.0K | 0.13% | +29+0.7% | Added |
| Mid Atlantic Financial Management Inc | 4,223 | $347.0K | 0.02% | −210−4.7% | Reduced |
| Concentric Wealth Management, LLC | 4,225 | $348.0K | 0.11% | −50−1.2% | Reduced |
| Lafayette Investments, Inc. | 4,226 | $348.0K | 0.09% | +1,577+59.5% | Added |
| Cerity Partners LLC | 4,247 | $349.0K | 0.01% | +365+9.4% | Added |
| Mount Yale Investment Advisors, LLC | 4,255 | $350.0K | 0.04% | −20.0% | Reduced |
| United Bank | 4,253 | $350.0K | 0.05% | +122+3.0% | Added |
| Drexel Morgan & Co. | 4,288 | $353.0K | 0.11% | 00.0% | Unchanged |
| Veriti Management LLC | 4,297 | $354.0K | 0.05% | −1,847−30.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $354.0K | 0.12% | 00.0% | Unchanged |
| Westport Asset Management Inc | 4,127 | $355.0K | 0.17% | 00.0% | Unchanged |
| Covington Capital Management | 4,335 | $357.0K | 0.01% | −465−9.7% | Reduced |
| NTV Asset Management LLC | 4,371 | $360.0K | 0.06% | −107−2.4% | Reduced |
| Csenge Advisory Group | 4,381 | $361.0K | 0.03% | +12+0.3% | Added |
| Valeo Financial Advisors, LLC | 4,403 | $362.0K | 0.02% | −77−1.7% | Reduced |
| Security National Trust Co | 4,435 | $362.0K | 0.08% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,395 | $362.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4,508 | $362.0K | 0.13% | −102−2.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,411 | $363.0K | 0.08% | +4,168+1,715.2% | Added |
| Siemens Fonds Invest GmbH | 4,416 | $363.0K | 0.02% | +4,416 | New |
| American National Registered Investment Advisor, Inc. | 4,441 | $365.0K | 0.13% | −26−0.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,473 | $368.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Group | 4,468 | $368.0K | 0.08% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 4,523 | $372.0K | 0.02% | −24,103−84.2% | Reduced |
| Optas, LLC | 4,515 | $372.0K | 0.11% | +20.0% | Added |
| Hutchinson Capital Management | 4,533 | $373.0K | 0.09% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 4,547 | $374.0K | 0.01% | −11−0.2% | Reduced |
| First National Trust Co | 4,565 | $376.0K | 0.02% | −186−3.9% | Reduced |
| Clearstead Advisors, LLC | 4,589 | $378.0K | 0.03% | +549+13.6% | Added |
| Tiemann Investment Advisors, LLC | 4,607 | $379.0K | 0.18% | +33+0.7% | Added |
| Chemung Canal Trust Co | 4,609 | $380.0K | 0.07% | −383−7.7% | Reduced |
| Sageworth Trust Co | 4,634 | $381.0K | 0.03% | 00.0% | Unchanged |
| BBVA USA | 4,636 | $382.0K | 0.02% | −857−15.6% | Reduced |
| Compton Capital Management Inc | 4,645 | $382.0K | 0.11% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 4,637 | $382.0K | 0.02% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 4,584 | $382.0K | 0.21% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,672 | $384.0K | 0.22% | −57−1.2% | Reduced |
| Umb Bank N A | 4,699 | $386.0K | 0.01% | −356−7.0% | Reduced |
| Warther Private Wealth, LLC | 4,691 | $387.0K | 0.35% | −3−0.1% | Reduced |
| Collective Family Office LLC | 4,719 | $388.0K | 0.17% | −757−13.8% | Reduced |
| Alpha Paradigm Partners, LLC | 4,747 | $391.0K | 0.16% | −4,403−48.1% | Reduced |
| 1st Source Bank | 4,748 | $391.0K | 0.02% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 4,768 | $392.0K | 0.09% | +59+1.3% | Added |
| Penobscot Investment Management Company, Inc. | 4,780 | $393.0K | 0.06% | −108−2.2% | Reduced |
| Lincoln National Corp | 4,782 | $393.0K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,776 | $393.0K | 0.27% | 00.0% | Unchanged |
| Colony Group LLC | 4,804 | $395.0K | 0.01% | −4,038−45.7% | Reduced |
| Ontario Teachers Pension Plan Board | 4,801 | $395.0K | 0.00% | +4,801 | New |
| Private Capital Group, LLC | 4,814 | $396.0K | 0.09% | +90+1.9% | Added |
| Greenleaf Trust | 4,841 | $398.0K | 0.00% | +266+5.8% | Added |
| SeaCrest Wealth Management, LLC | 4,849 | $399.0K | 0.05% | −88−1.8% | Reduced |
| Peoples Financial Services Corp. | 4,847 | $399.0K | 0.17% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,856 | $400.0K | 0.03% | −1,300−21.1% | Reduced |
| Toews Corp | 4,900 | $403.0K | 0.05% | +4,900 | New |
| Bank of the West | 4,923 | $405.0K | 0.04% | −381−7.2% | Reduced |
| NorthCoast Asset Management LLC | 4,919 | $405.0K | 0.01% | −26−0.5% | Reduced |
| Pathstone Family Office, LLC | 4,936 | $406.0K | 0.01% | +4,936 | New |
| Symmetry Partners, LLC | 4,892 | $408.0K | 0.03% | −554−10.2% | Reduced |
| Park Avenue Securities LLC | 4,957 | $408.0K | 0.01% | +357+7.8% | Added |
| Kore Private Wealth LLC | 4,961 | $408.0K | 0.04% | +731+17.3% | Added |
| Colonial Trust Advisors | 4,975 | $409.0K | 0.05% | −700−12.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 4,988 | $410.0K | 0.30% | −23−0.5% | Reduced |
| Gifford Fong Associates | 5,000 | $411.0K | 0.08% | 00.0% | Unchanged |
| Change Path, LLC | 5,008 | $412.0K | 0.02% | +371+8.0% | Added |
| Cape Cod Five Cents Savings Bank | 5,006 | $412.0K | 0.04% | +1,536+44.3% | Added |
| Boston Financial Mangement LLC | 5,029 | $414.0K | 0.02% | −100−1.9% | Reduced |
| McDonald Partners LLC | 5,029 | $414.0K | 0.10% | +194+4.0% | Added |
| Empirical Finance, LLC | 5,037 | $414.0K | 0.06% | +303+6.4% | Added |
| Wetherby Asset Management Inc | 5,047 | $415.0K | 0.03% | −9−0.2% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 5,095 | $417.0K | 0.62% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 5,159 | $425.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,168 | $425.0K | 0.06% | +544+11.8% | Added |
| First City Capital Management, Inc. | 5,180 | $426.0K | 0.24% | 00.0% | Unchanged |
| Foster & Motley Inc | 5,176 | $426.0K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,180 | $426.0K | 0.02% | +209+4.2% | Added |
| GYL Financial Synergies, LLC | 5,195 | $427.0K | 0.22% | +310+6.3% | Added |
| BKD Wealth Advisors, LLC | 5,187 | $427.0K | 0.02% | +5,187 | New |
| Bull Street Advisors, LLC | 5,197 | $428.0K | 0.22% | 00.0% | Unchanged |
| Fiduciary Group LLC | 5,354 | $430.0K | 0.05% | −38−0.7% | Reduced |