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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,296 | $436.0K | 0.02% | +5,296 | New |
| Boston Trust Walden Corp | 5,430 | $447.0K | 0.00% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 5,441 | $448.0K | 0.02% | −677−11.1% | Reduced |
| Jackson Square Capital, LLC | 5,452 | $449.0K | 0.15% | −145−2.6% | Reduced |
| Kestra Private Wealth Services, LLC | 5,482 | $451.0K | 0.03% | −645−10.5% | Reduced |
| KCM Investment Advisors LLC | 5,478 | $451.0K | 0.02% | −64−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 5,479 | $451.0K | 0.01% | +2,587+89.5% | Added |
| Pitcairn Co | 5,521 | $454.0K | 0.03% | −45−0.8% | Reduced |
| Capital City Trust Co | 5,576 | $459.0K | 0.14% | −115−2.0% | Reduced |
| Fulton Bank, N.A. | 5,581 | $459.0K | 0.02% | +81+1.5% | Added |
| Flputnam Investment Management Co | 5,606 | $461.0K | 0.02% | −25−0.4% | Reduced |
| Bath Savings Trust Co | 5,627 | $463.0K | 0.05% | +337+6.4% | Added |
| Shayne & Co., LLC | 5,655 | $465.0K | 0.27% | −368−6.1% | Reduced |
| swisspartners Ltd. | 5,658 | $466.0K | 0.36% | 00.0% | Unchanged |
| Charter Trust Co | 5,703 | $470.0K | 0.04% | −74−1.3% | Reduced |
| Excalibur Management Corp | 5,816 | $479.0K | 0.21% | −8−0.1% | Reduced |
| American Century Companies Inc | 5,819 | $479.0K | 0.00% | +1,247+27.3% | Added |
| Garrison Point Advisors, LLC | 5,851 | $481.0K | 0.35% | +90+1.6% | Added |
| Segall Bryant & Hamill, LLC | 5,978 | $485.0K | 0.00% | −198−3.2% | Reduced |
| Flagship Harbor Advisors, LLC | 5,954 | $487.0K | 0.05% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 5,937 | $488.0K | 0.12% | −64−1.1% | Reduced |
| American Portfolios Advisors | 5,940 | $488.8K | 0.02% | +208+3.6% | Added |
| Vestcor Inc | 6,009 | $494.0K | 0.02% | −904−13.1% | Reduced |
| Meridian Management Co | 6,002 | $494.0K | 0.15% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 6,012 | $495.0K | 0.05% | +1,265+26.6% | Added |
| Rafferty Asset Management, LLC | 6,027 | $496.0K | 0.00% | −2,403−28.5% | Reduced |
| Investment Advisory Services Inc | 6,035 | $497.0K | 0.30% | −304−4.8% | Reduced |
| Qtron Investments LLC | 6,046 | $497.0K | 0.13% | +6,046 | New |
| Grimes & Company, Inc. | 6,091 | $501.0K | 0.02% | +20.0% | Added |
| Security National Bank of Sioux City Iowa | 6,096 | $502.0K | 0.39% | −1,511−19.9% | Reduced |
| Profund Advisors LLC | 6,114 | $503.0K | 0.02% | +365+6.3% | Added |
| Burns J W & Co Inc | 6,123 | $504.0K | 0.08% | −1,388−18.5% | Reduced |
| Diversified Trust Co | 6,121 | $504.0K | 0.02% | −661−9.7% | Reduced |
| Dividend Assets Capital, LLC | 6,144 | $506.0K | 0.10% | −100−1.6% | Reduced |
| Mutual Advisors, LLC | 6,147 | $506.0K | 0.03% | +306+5.2% | Added |
| Means Investment Co., Inc. | 6,183 | $509.0K | 0.10% | 00.0% | Unchanged |
| Forte Capital LLC | 6,213 | $511.0K | 0.07% | 00.0% | Unchanged |
| Resources Management Corp | 6,217 | $512.0K | 0.07% | −387−5.9% | Reduced |
| Moors & Cabot, Inc. | 6,253 | $512.0K | 0.03% | +814+15.0% | Added |
| South State Corp. | 6,233 | $513.0K | 0.04% | −325−5.0% | Reduced |
| Journey Advisory Group, LLC | 6,252 | $514.0K | 0.17% | −416−6.2% | Reduced |
| First Hawaiian Bank | 6,283 | $517.0K | 0.02% | −67−1.1% | Reduced |
| Fox Run Management, L.L.C. | 6,298 | $518.0K | 0.33% | +6,298 | New |
| Verdence Capital Advisors LLC | 6,337 | $521.0K | 0.07% | −187−2.9% | Reduced |
| Holderness Investments Co | 6,349 | $522.0K | 0.17% | −140−2.2% | Reduced |
| Sky Investment Group LLC | 6,374 | $524.0K | 0.12% | −67−1.0% | Reduced |
| Pinnacle Associates Ltd | 6,420 | $528.0K | 0.01% | −705−9.9% | Reduced |
| Kingsview Wealth Management, LLC | 6,413 | $528.0K | 0.03% | +671+11.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,432 | $529.0K | 0.04% | +210+3.4% | Added |
| City Holding Co | 6,532 | $537.0K | 0.09% | −512−7.3% | Reduced |
| Corient Capital Partners, LLC | 6,612 | $544.0K | 0.04% | +271+4.3% | Added |
| AGF Investments LLC | 6,756 | $556.0K | 0.05% | −1,071−13.7% | Reduced |
| Werlinich Asset Management, LLC | 6,825 | $561.6K | 0.45% | +600+9.6% | Added |
| Bragg Financial Advisors, Inc | 6,884 | $566.0K | 0.04% | −3,789−35.5% | Reduced |
| Patten & Patten Inc | 6,873 | $566.0K | 0.04% | +6+0.1% | Added |
| Bryn Mawr Trust Co | 6,881 | $566.0K | 0.02% | +450+7.0% | Added |
| Allred Capital Management, LLC | 6,903 | $568.0K | 0.30% | −7−0.1% | Reduced |
| Papp L Roy & Associates | 6,931 | $570.0K | 0.07% | −224−3.1% | Reduced |
| Chicago Capital, LLC | 6,943 | $571.0K | 0.02% | +63+0.9% | Added |
| Aull & Monroe Investment Management Corp | 6,951 | $572.0K | 0.28% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,008 | $577.0K | 0.01% | −1,233−15.0% | Reduced |
| Westhampton Capital, LLC | 7,014 | $577.0K | 0.39% | −87−1.2% | Reduced |
| Everett Harris & Co | 7,010 | $577.0K | 0.01% | −49−0.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 7,010 | $577.0K | 0.00% | −22−0.3% | Reduced |
| Headinvest, LLC | 7,032 | $579.0K | 0.11% | −621−8.1% | Reduced |
| Ascension Asset Management LLC | 7,034 | $579.0K | 0.38% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 7,122 | $580.0K | 0.16% | −116−1.6% | Reduced |
| River Wealth Advisors LLC | 7,103 | $584.0K | 0.10% | −35−0.5% | Reduced |
| Transform Wealth, LLC | 7,127 | $586.0K | 0.07% | +941+15.2% | Added |
| Choate Investment Advisors | 7,158 | $589.0K | 0.04% | −853−10.6% | Reduced |
| FDx Advisors, Inc. | 7,192 | $592.0K | 0.02% | −1,155−13.8% | Reduced |
| Ar Asset Management Inc | 7,200 | $592.0K | 0.17% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 7,200 | $592.0K | 0.08% | +7,200 | New |
| Sigma Planning Corp | 7,326 | $603.0K | 0.02% | −469−6.0% | Reduced |
| Parallel Advisors, LLC | 7,360 | $606.0K | 0.02% | +245+3.4% | Added |
| Sound Financial Strategies Group, LLC | 7,402 | $609.0K | 0.31% | −90−1.2% | Reduced |
| Parsec Financial Management, Inc. | 7,289 | $609.0K | 0.03% | +89+1.2% | Added |
| IndexIQ Advisors LLC | 7,453 | $613.0K | 0.02% | +353+5.0% | Added |
| Caldwell Trust Co | 7,468 | $614.5K | 0.08% | −705−8.6% | Reduced |
| Trust Co of Virginia | 7,484 | $615.0K | 0.07% | +495+7.1% | Added |
| Curated Wealth Partners LLC | 7,493 | $616.0K | 0.34% | 00.0% | Unchanged |
| Southport Management, L.L.C. | 7,500 | $617.1K | 2.35% | −7,500−50.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 7,416 | $618.0K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7,618 | $619.0K | 0.01% | +982+14.8% | Added |
| Snowden Capital Advisors LLC | 7,538 | $620.2K | 0.03% | +207+2.8% | Added |
| Valley Brook Capital Group | 7,605 | $625.0K | 0.62% | 00.0% | Unchanged |
| Security National Bank of So Dak | 7,680 | $632.0K | 0.48% | +1,332+21.0% | Added |
| Stratos Wealth Partners, LTD. | 7,765 | $639.0K | 0.02% | +271+3.6% | Added |
| Bessemer Group Inc | 7,777 | $639.0K | 0.00% | +1,071+16.0% | Added |
| Virtu Financial LLC | 7,779 | $640.0K | 0.06% | +7,779 | New |
| Curbstone Financial Management Corp | 7,826 | $644.0K | 0.12% | −224−2.8% | Reduced |
| Home Federal Bank of Tennessee | 7,840 | $645.0K | 0.23% | 00.0% | Unchanged |
| Tower Bridge Advisors | 7,974 | $656.1K | 0.04% | +258+3.3% | Added |
| J.W. Cole Advisors, Inc. | 7,996 | $658.0K | 0.05% | +2,753+52.5% | Added |
| Vestmark Advisory Solutions, Inc. | 8,033 | $661.0K | 0.04% | −330−3.9% | Reduced |
| Merit Financial Group, LLC | 8,031 | $661.0K | 0.07% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 8,028 | $661.0K | 0.12% | +669+9.1% | Added |
| ELCO Management Co., LLC | 8,057 | $663.0K | 0.51% | +724+9.9% | Added |
| Vident Investment Advisory, LLC | 8,131 | $669.0K | 0.02% | −1,607−16.5% | Reduced |
| Prelude Capital Management, LLC | 8,233 | $677.0K | 0.04% | +8,233 | New |