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 |
|---|---|---|---|---|---|
| Waters Parkerson & Co., LLC | 14,871 | $1.22M | 0.07% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,954 | $1.23M | 0.01% | +1,827+13.9% | Added |
| Holowesko Partners Ltd. | 15,000 | $1.23M | 0.49% | −3,000−16.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.23M | 0.25% | 00.0% | Unchanged |
| Caxton Associates LP | 15,000 | $1.23M | 0.17% | +15,000 | New |
| Arden Trust Co | 15,346 | $1.26M | 0.22% | −1,019−6.2% | Reduced |
| Proequities, Inc. | 15,381 | $1.27M | 0.08% | +2,092+15.7% | Added |
| Rossmore Private Capital | 15,502 | $1.28M | 0.22% | +225+1.5% | Added |
| Whittier Trust Co of Nevada Inc | 15,583 | $1.28M | 0.05% | −48−0.3% | Reduced |
| Ethic Inc. | 15,605 | $1.28M | 0.13% | +2,744+21.3% | Added |
| Seven Eight Capital, LP | 15,790 | $1.30M | 0.13% | +15,790 | New |
| Dowling & Yahnke LLC | 15,810 | $1.30M | 0.07% | −472−2.9% | Reduced |
| Wealthfront Advisers LLC | 15,833 | $1.30M | 0.01% | +1,222+8.4% | Added |
| Sit Investment Associates Inc | 15,855 | $1.30M | 0.03% | 00.0% | Unchanged |
| People's United Financial, Inc. | 15,963 | $1.31M | 0.03% | −785−4.7% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.32M | 0.74% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 16,018 | $1.32M | 0.16% | +10,572+194.1% | Added |
| Veracity Capital LLC | 16,039 | $1.32M | 0.57% | +588+3.8% | Added |
| Capitolis Advisors LLC | 16,051 | $1.34M | 0.01% | −7,668−32.3% | Reduced |
| Exchange Capital Management, Inc. | 16,323 | $1.34M | 0.26% | −751−4.4% | Reduced |
| Whittier Trust Co | 16,430 | $1.35M | 0.02% | −230−1.4% | Reduced |
| MRJ Capital Inc | 16,475 | $1.35M | 0.79% | −1,125−6.4% | Reduced |
| Kestra Advisory Services, LLC | 16,625 | $1.37M | 0.01% | −11,031−39.9% | Reduced |
| Ameritas Investment Partners, Inc. | 16,737 | $1.38M | 0.05% | −23,397−58.3% | Reduced |
| Lee Danner & Bass Inc | 16,833 | $1.39M | 0.13% | −5,989−26.2% | Reduced |
| Shell Asset Management Co | 16,958 | $1.40M | 0.03% | −17,754−51.1% | Reduced |
| Essex Financial Services, Inc. | 17,021 | $1.40M | 0.16% | +3,814+28.9% | Added |
| Teza Capital Management LLC | 17,082 | $1.41M | 0.68% | +17,082 | New |
| Copeland Capital Management, LLC | 17,239 | $1.42M | 0.04% | −2,431−12.4% | Reduced |
| Cetera Advisor Networks LLC | 17,282 | $1.42M | 0.02% | +2,398+16.1% | Added |
| Parsons Capital Management Inc | 17,412 | $1.43M | 0.11% | +19+0.1% | Added |
| Monarch Capital Management Inc | 17,685 | $1.46M | 0.40% | −154−0.9% | Reduced |
| Canandaigua National Corp | 17,703 | $1.46M | 0.24% | −1,016−5.4% | Reduced |
| Matthew Goff Investment Advisor, LLC | 17,908 | $1.47M | 0.36% | −78−0.4% | Reduced |
| Walleye Capital LLC | 18,121 | $1.49M | 0.04% | −36,783−67.0% | Reduced |
| Veritable, L.P. | 18,185 | $1.50M | 0.02% | +54+0.3% | Added |
| Blair William & Co | 18,189 | $1.50M | 0.01% | +736+4.2% | Added |
| Thrivent Financial for Lutherans | 18,307 | $1.51M | 0.00% | −371,520−95.3% | Reduced |
| TrimTabs Asset Management, LLC | 18,036 | $1.53M | 0.74% | 00.0% | Unchanged |
| Synovus Financial Corp | 18,759 | $1.54M | 0.02% | −574−3.0% | Reduced |
| Birch Hill Investment Advisors LLC | 18,765 | $1.54M | 0.08% | −19−0.1% | Reduced |
| NBT Bank N A | 18,774 | $1.54M | 0.21% | −645−3.3% | Reduced |
| Trust Co of Vermont | 18,775 | $1.54M | 0.11% | −233−1.2% | Reduced |
| Bokf, NA | 18,935 | $1.56M | 0.03% | +18,935 | New |
| Triangle Securities Wealth Management | 19,262 | $1.58M | 0.54% | −77−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 19,368 | $1.59M | 0.03% | −1,634−7.8% | Reduced |
| Bartlett & Co. LLC | 19,368 | $1.59M | 0.03% | −1,634−7.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,384 | $1.59M | 0.03% | +1,066+5.8% | Added |
| E. Ohman J:or Asset Management AB | 19,500 | $1.60M | 0.05% | 00.0% | Unchanged |
| Tiaa, FSB | 19,827 | $1.63M | 0.01% | −653−3.2% | Reduced |
| PFS Investments Inc. | 20,050 | $1.65M | 0.03% | +758+3.9% | Added |
| Burney Co | 20,230 | $1.67M | 0.08% | −1,283−6.0% | Reduced |
| TBH Global Asset Management, LLC | 20,628 | $1.70M | 0.39% | +2,452+13.5% | Added |
| YHB Investment Advisors, Inc. | 20,705 | $1.70M | 0.15% | +267+1.3% | Added |
| Gabelli Funds LLC | 21,000 | $1.73M | 0.01% | −8,500−28.8% | Reduced |
| Seascape Capital Management | 21,039 | $1.73M | 0.89% | +21,039 | New |
| Ferguson Wellman Capital Management, Inc | 21,134 | $1.74M | 0.06% | −375−1.7% | Reduced |
| FORA Capital, LLC | 21,222 | $1.75M | 0.44% | +11,195+111.6% | Added |
| Advisors Asset Management, Inc. | 21,353 | $1.76M | 0.03% | −363−1.7% | Reduced |
| Exane Derivatives | 21,384 | $1.76M | 0.44% | −5,670−21.0% | Reduced |
| Alexandria Capital, LLC | 21,545 | $1.77M | 0.16% | −182−0.8% | Reduced |
| Gamco Investors, Inc. Et Al | 21,610 | $1.78M | 0.02% | −679−3.0% | Reduced |
| Xponance, Inc. | 21,673 | $1.78M | 0.03% | −1,175−5.1% | Reduced |
| Connable Office Inc | 21,931 | $1.80M | 0.26% | −177−0.8% | Reduced |
| Woodstock Corp | 22,272 | $1.83M | 0.21% | −592−2.6% | Reduced |
| Telos Capital Management, Inc. | 23,021 | $1.89M | 0.26% | −870−3.6% | Reduced |
| Mariner, LLC | 23,106 | $1.90M | 0.01% | +6,545+39.5% | Added |
| Steward Partners Investment Advisory, LLC | 23,329 | $1.92M | 0.03% | −699−2.9% | Reduced |
| Raymond James Trust N.A. | 23,376 | $1.92M | 0.06% | −6,727−22.3% | Reduced |
| Hexavest Inc. | 23,867 | $1.96M | 0.12% | +23,867 | New |
| Hartford Financial Management Inc. | 24,019 | $1.98M | 0.50% | −708−2.9% | Reduced |
| CIBC World Markets Corp | 24,059 | $1.98M | 0.01% | −3,949−14.1% | Reduced |
| Crossmark Global Holdings, Inc. | 24,208 | $1.99M | 0.05% | +90+0.4% | Added |
| J.P. Marvel Investment Advisors, LLC | 24,263 | $2.00M | 0.60% | +115+0.5% | Added |
| HighTower Trust Services, LTA | 25,120 | $2.07M | 0.25% | +75+0.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,201 | $2.07M | 0.05% | −228−0.9% | Reduced |
| Kentucky Retirement Systems | 25,567 | $2.10M | 0.10% | +2,077+8.8% | Added |
| Country Club Trust Company, n.a. | 25,372 | $2.11M | 0.18% | −704−2.7% | Reduced |
| Hantz Financial Services, Inc. | 26,240 | $2.16M | 0.07% | +2,278+9.5% | Added |
| New Mexico Educational Retirement Board | 26,408 | $2.17M | 0.08% | −800−2.9% | Reduced |
| Louisiana State Employees Retirement System | 26,600 | $2.19M | 0.05% | +1,500+6.0% | Added |
| Blueshift Asset Management, LLC | 27,221 | $2.24M | 0.13% | +27,221 | New |
| Pendal Group Limited | 27,247 | $2.24M | 0.02% | −1,225−4.3% | Reduced |
| Engineers Gate Manager LP | 27,281 | $2.25M | 0.13% | +10,282+60.5% | Added |
| BTR Capital Management Inc | 27,302 | $2.25M | 0.28% | −240−0.9% | Reduced |
| Applied Research Investments, LLC | 27,413 | $2.26M | 0.75% | +27,413 | New |
| JB Capital LLC | 27,506 | $2.26M | 0.29% | +27,506 | New |
| Okabena Investment Services Inc | 27,940 | $2.30M | 1.21% | +2,551+10.0% | Added |
| Captrust Financial Advisors | 28,133 | $2.31M | 0.02% | +3,375+13.6% | Added |
| Mirabella Financial Services LLP | 28,349 | $2.33M | 0.31% | −13,004−31.4% | Reduced |
| Aureus Asset Management, LLC | 28,383 | $2.33M | 0.15% | +861+3.1% | Added |
| Twinbeech Capital LP | 28,683 | $2.36M | 0.17% | +28,683 | New |
| Evercore Wealth Management, LLC | 28,799 | $2.37M | 0.04% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 28,908 | $2.38M | 0.08% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 28,950 | $2.38M | 0.18% | +4,583+18.8% | Added |
| Heritage Investors Management Corp | 29,018 | $2.39M | 0.10% | −1,944−6.3% | Reduced |
| Silvercrest Asset Management Group LLC | 29,224 | $2.40M | 0.02% | −1,808−5.8% | Reduced |
| Mackenzie Financial Corp | 29,417 | $2.42M | 0.00% | +7,693+35.4% | Added |
| Aigen Investment Management, LP | 29,626 | $2.44M | 0.47% | +29,626 | New |
| Tredje AP-fonden | 29,890 | $2.46M | 0.05% | 00.0% | Unchanged |