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 |
|---|---|---|---|---|---|
| Bellecapital International Ltd. | 8,236 | $678.0K | 0.21% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,305 | $683.0K | 0.04% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 8,325 | $685.0K | 0.00% | −69,544−89.3% | Reduced |
| HighPoint Advisor Group LLC | 8,440 | $694.0K | 0.07% | +2,441+40.7% | Added |
| National Asset Management, Inc. | 8,510 | $701.0K | 0.02% | +71+0.8% | Added |
| Webster Bank, N. A. | 8,535 | $702.0K | 0.08% | −2,160−20.2% | Reduced |
| Field & Main Bank | 8,568 | $705.0K | 0.46% | −552−6.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,644 | $711.0K | 0.20% | +60+0.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,682 | $714.0K | 0.09% | −180−2.0% | Reduced |
| Perkins Coie Trust Co | 8,678 | $714.0K | 0.22% | +67+0.8% | Added |
| Advisory Services Network, LLC | 8,719 | $717.0K | 0.02% | +364+4.4% | Added |
| Graypoint LLC | 8,752 | $720.0K | 0.09% | −330−3.6% | Reduced |
| Keeley-Teton Advisors, LLC | 8,804 | $724.0K | 0.08% | +8,804 | New |
| Central Trust Co | 8,873 | $730.0K | 0.03% | −613−6.5% | Reduced |
| Johnson Investment Counsel Inc | 8,882 | $731.0K | 0.01% | +367+4.3% | Added |
| Wendell David Associates Inc | 8,941 | $736.0K | 0.08% | +732+8.9% | Added |
| TRUE Private Wealth Advisors | 8,998 | $740.0K | 0.11% | −130−1.4% | Reduced |
| Crestwood Advisors Group LLC | 9,017 | $742.0K | 0.02% | −444−4.7% | Reduced |
| Busey Wealth Management | 9,058 | $745.0K | 0.03% | +435+5.0% | Added |
| Panagora Asset Management Inc | 9,146 | $753.0K | 0.00% | −22−0.2% | Reduced |
| Bridges Investment Management Inc | 9,164 | $754.0K | 0.02% | −50−0.5% | Reduced |
| NuWave Investment Management, LLC | 9,177 | $755.0K | 0.86% | +9,177 | New |
| Strong Tower Advisory Services | 9,329 | $758.0K | 0.44% | +9,329 | New |
| Atlantic Union Bankshares Corp | 9,331 | $768.0K | 0.07% | −151−1.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 9,458 | $778.0K | 0.36% | −780−7.6% | Reduced |
| Argent Trust Co | 9,483 | $780.0K | 0.05% | −50−0.5% | Reduced |
| Stephens Inc | 9,521 | $783.0K | 0.01% | −2,538−21.0% | Reduced |
| CIBC World Markets Inc. | 9,526 | $784.0K | 0.00% | +1,798+23.3% | Added |
| FineMark National Bank & Trust | 9,567 | $787.0K | 0.03% | −286−2.9% | Reduced |
| Washington Trust Co | 9,584 | $788.0K | 0.02% | −105−1.1% | Reduced |
| Shelton Capital Management | 9,630 | $792.0K | 0.03% | −60−0.6% | Reduced |
| Allstate Corp | 9,684 | $797.0K | 0.03% | −10.0% | Reduced |
| Resources Investment Advisors, LLC. | 9,716 | $799.0K | 0.03% | +426+4.6% | Added |
| Arkadios Wealth Advisors | 9,854 | $810.0K | 0.12% | −3,179−24.4% | Reduced |
| World Asset Management Inc | 9,841 | $810.0K | 0.08% | −817−7.7% | Reduced |
| AE Wealth Management LLC | 9,899 | $814.0K | 0.01% | −108−1.1% | Reduced |
| Canal Insurance CO | 10,000 | $823.0K | 0.28% | 00.0% | Unchanged |
| JustInvest LLC | 10,008 | $823.0K | 0.07% | +1,302+15.0% | Added |
| Brown Advisory Securities, LLC | 10,102 | $828.0K | 0.25% | +2,481+32.6% | Added |
| Fort, L.P. | 10,090 | $830.0K | 0.28% | +3,142+45.2% | Added |
| Venture Visionary Partners LLC | 10,098 | $830.0K | 0.06% | +4,609+84.0% | Added |
| Philadelphia Trust Co | 10,211 | $840.0K | 0.06% | +385+3.9% | Added |
| Advisor Partners LLC | 10,314 | $849.0K | 0.06% | −21−0.2% | Reduced |
| Mayflower Financial Advisors, LLC | 10,129 | $855.0K | 0.12% | −63−0.6% | Reduced |
| Occudo Quantitative Strategies LP | 10,602 | $872.0K | 0.10% | +10,602 | New |
| Salem Investment Counselors Inc | 10,635 | $875.0K | 0.05% | −1,316−11.0% | Reduced |
| Natixis Investment Managers International | 10,635 | $875.0K | 0.05% | 00.0% | Unchanged |
| Simmons Bank | 10,699 | $880.0K | 0.06% | −498−4.4% | Reduced |
| IMA Wealth, Inc. | 10,710 | $881.0K | 0.21% | −108−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,760 | $885.1K | 0.01% | −384−3.4% | Reduced |
| Everence Capital Management Inc | 10,790 | $888.0K | 0.07% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 10,840 | $892.0K | 0.13% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 10,890 | $896.0K | 0.08% | +64+0.6% | Added |
| Courier Capital LLC | 10,956 | $901.0K | 0.09% | −1,099−9.1% | Reduced |
| Glenview Trust Co | 11,001 | $905.0K | 0.03% | −391−3.4% | Reduced |
| OPSEU Pension Plan Trust Fund | 11,103 | $907.0K | 0.23% | −418−3.6% | Reduced |
| Beacon Pointe Advisors, LLC | 11,067 | $911.0K | 0.02% | +3,648+49.2% | Added |
| Old National Bancorp | 11,295 | $930.0K | 0.04% | −296−2.6% | Reduced |
| Bollard Group LLC | 11,354 | $934.0K | 0.03% | +40.0% | Added |
| Oppenheimer & Co Inc | 11,381 | $936.0K | 0.02% | +574+5.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,428 | $940.0K | 0.10% | +929+8.8% | Added |
| Cloverfields Capital Group, LP | 11,589 | $954.0K | 0.31% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,611 | $955.0K | 0.02% | +751+6.9% | Added |
| Marble Harbor Investment Counsel, LLC | 11,620 | $956.0K | 0.13% | −25−0.2% | Reduced |
| Gotham Asset Management, LLC | 11,677 | $961.0K | 0.04% | +11,677 | New |
| Principle Wealth Partners LLC | 11,745 | $966.0K | 0.11% | +178+1.5% | Added |
| Palladium Partners LLC | 11,787 | $970.0K | 0.04% | −929−7.3% | Reduced |
| Cullinan Associates Inc | 11,863 | $976.0K | 0.05% | −9,665−44.9% | Reduced |
| Boston Private Wealth LLC | 12,017 | $989.0K | 0.01% | −3,185−21.0% | Reduced |
| Investment Management of Virginia LLC | 12,077 | $994.0K | 0.19% | +1,211+11.1% | Added |
| IBM Retirement Fund | 12,121 | $997.0K | 0.08% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 12,395 | $1.02M | 0.09% | −673−5.1% | Reduced |
| Horizon Investments, LLC | 12,484 | $1.03M | 0.03% | −942−7.0% | Reduced |
| Bluestein R H & Co | 12,515 | $1.03M | 0.04% | +1,000+8.7% | Added |
| Selway Asset Management | 12,585 | $1.03M | 0.57% | +850+7.2% | Added |
| STRS Ohio | 12,651 | $1.04M | 0.00% | −2,422−16.1% | Reduced |
| D.A. Davidson & Co. | 12,692 | $1.04M | 0.01% | +159+1.3% | Added |
| Neville Rodie & Shaw Inc | 12,699 | $1.04M | 0.08% | −25−0.2% | Reduced |
| Toroso Investments, LLC | 12,960 | $1.07M | 0.04% | +4,272+49.2% | Added |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.07M | 0.15% | 00.0% | Unchanged |
| Cigna Investments Inc | 13,035 | $1.07M | 0.08% | +307+2.4% | Added |
| Trust Co of Toledo NA | 13,063 | $1.07M | 0.18% | −411−3.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 13,117 | $1.08M | 0.30% | −771−5.6% | Reduced |
| Cypress Capital Group | 13,238 | $1.09M | 0.15% | −161−1.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,233 | $1.09M | 0.00% | +448+3.5% | Added |
| Amica Retiree Medical Trust | 13,324 | $1.10M | 0.99% | −5,875−30.6% | Reduced |
| Ieq Capital, LLC | 13,559 | $1.11M | 0.03% | +890+7.0% | Added |
| Nomura Holdings Inc | 13,544 | $1.12M | 0.01% | −2,019−13.0% | Reduced |
| Cetera Advisors LLC | 13,560 | $1.12M | 0.02% | +1,169+9.4% | Added |
| TD Private Client Wealth LLC | 13,902 | $1.14M | 0.05% | −1,331−8.7% | Reduced |
| Savant Capital, LLC | 13,924 | $1.15M | 0.04% | −397−2.8% | Reduced |
| DuPont Capital Management Corp | 13,930 | $1.15M | 0.04% | +6,355+83.9% | Added |
| Tower Research Capital LLC (TRC) | 13,953 | $1.15M | 0.03% | +8,356+149.3% | Added |
| Wolverine Asset Management LLC | 14,000 | $1.15M | 0.01% | −56,492−80.1% | Reduced |
| Banque Cantonale Vaudoise | 14,115 | $1.16M | 0.05% | −2,800−16.6% | Reduced |
| Ironwood Investment Management LLC | 14,172 | $1.17M | 0.60% | +12+0.1% | Added |
| Regentatlantic Capital LLC | 14,180 | $1.17M | 0.04% | +1,070+8.2% | Added |
| Jefferies Group LLC | 14,200 | $1.17M | 0.03% | −3,050−17.7% | Reduced |
| Systematic Alpha Investments, LLC | 14,610 | $1.17M | 0.05% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 14,856 | $1.22M | 0.06% | +14,856 | New |