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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 1,944 | $160.0K | 0.00% | +1,944 | New |
| Vectors Research Management, LLC | 1,923 | $158.0K | 0.04% | −50−2.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,767 | $145.0K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 1,757 | $145.0K | 0.00% | +399+29.4% | Added |
| Edmond de Rothschild Holding S.A. | 1,725 | $142.0K | 0.00% | +1,325+331.3% | Added |
| Cutler Group LP | 1,708 | $140.0K | 0.01% | +1,708 | New |
| BDO Wealth Advisors, LLC | 1,691 | $139.0K | 0.02% | −202−10.7% | Reduced |
| First Command Bank | 1,644 | $136.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,644 | $136.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,636 | $136.0K | 0.08% | +765+87.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,631 | $134.0K | 0.10% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,582 | $130.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,579 | $130.0K | 0.03% | +1,240+365.8% | Added |
| Penserra Capital Management LLC | 1,561 | $128.0K | 0.00% | +155+11.0% | Added |
| North Star Investment Management Corp. | 1,544 | $127.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,541 | $127.0K | 0.01% | +100+6.9% | Added |
| Parkside Financial Bank & Trust | 1,530 | $126.0K | 0.04% | +5+0.3% | Added |
| State of Wyoming | 1,478 | $122.0K | 0.08% | −503−25.4% | Reduced |
| Jacobi Capital Management LLC | 1,466 | $121.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,455 | $120.0K | 0.05% | +1,455 | New |
| Atlas Capital Advisors LLC | 1,364 | $112.2K | 0.02% | −150−9.9% | Reduced |
| AllSquare Wealth Management LLC | 1,350 | $111.0K | 0.07% | −171−11.2% | Reduced |
| IFP Advisors, Inc | 1,301 | $108.0K | 0.00% | −13,510−91.2% | Reduced |
| Ironwood Wealth Management, LLC. | 1,315 | $108.0K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,285 | $106.0K | 0.01% | −630−32.9% | Reduced |
| Lindbrook Capital, LLC | 1,293 | $106.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,276 | $105.0K | 0.02% | +262+25.8% | Added |
| Stephenson National Bank & Trust | 1,261 | $104.0K | 0.07% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,265 | $104.0K | 0.02% | +423+50.2% | Added |
| First Bank & Trust | 1,254 | $103.0K | 0.05% | +62+5.2% | Added |
| Clear Perspectives Financial Planning, LLC | 1,231 | $101.0K | 0.05% | 00.0% | Unchanged |
| Seeyond | 1,220 | $100.0K | 0.01% | −13−1.1% | Reduced |
| Fortis Advisors, LLC | 1,200 | $99.0K | 0.06% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,184 | $97.4K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,183 | $97.3K | 0.04% | +3+0.3% | Added |
| Gables Capital Management Inc. | 1,175 | $97.0K | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,184 | $97.0K | 0.03% | +113+10.6% | Added |
| Global Retirement Partners, LLC | 1,166 | $96.0K | 0.01% | −27−2.3% | Reduced |
| FinTrust Capital Advisors, LLC | 1,156 | $95.0K | 0.03% | −135−10.5% | Reduced |
| Itau Unibanco Holding S.A. | 1,146 | $94.0K | 0.01% | +1,146 | New |
| Bedel Financial Consulting, Inc. | 1,127 | $93.0K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,086 | $89.0K | 0.01% | −186−14.6% | Reduced |
| FourThought Financial, LLC | 1,085 | $89.0K | 0.01% | −129−10.6% | Reduced |
| Piscataqua Savings Bank | 1,076 | $89.0K | 0.08% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,075 | $88.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,063 | $87.0K | 0.01% | −27−2.5% | Reduced |
| Stonebridge Capital Advisors LLC | 1,046 | $86.0K | 0.01% | +27+2.6% | Added |
| Zions Bancorporation, N.A. | 993 | $82.0K | 0.01% | −164−14.2% | Reduced |
| Fieldpoint Private Securities, LLC | 985 | $81.0K | 0.02% | +16+1.7% | Added |
| Evermay Wealth Management LLC | 968 | $80.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 971 | $80.0K | 0.01% | +1+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 953 | $78.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 959 | $78.0K | 0.02% | +2+0.2% | Added |
| M&R Capital Management Inc | 939 | $77.0K | 0.02% | −5−0.5% | Reduced |
| Crewe Advisors LLC | 933 | $77.0K | 0.02% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 930 | $77.0K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 918 | $76.0K | 0.05% | +86+10.3% | Added |
| Pittenger & Anderson Inc | 926 | $76.0K | 0.00% | +926 | New |
| Graves-Light Private Wealth Management, Inc. | 907 | $75.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 900 | $74.1K | 0.00% | −350−28.0% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 900 | $74.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 899 | $74.0K | 0.01% | −18−2.0% | Reduced |
| Aua Capital Management, LLC | 900 | $74.0K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 903 | $74.0K | 0.01% | +39+4.5% | Added |
| Capital Advisors, Ltd. LLC | 877 | $72.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 872 | $72.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 854 | $70.0K | 0.00% | +124+17.0% | Added |
| Acima Private Wealth, LLC | 834 | $69.0K | 0.03% | 00.0% | Unchanged |
| American Research & Management Co. | 825 | $68.0K | 0.02% | −74−8.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 822 | $67.0K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 800 | $66.0K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 800 | $66.0K | 0.03% | +800 | New |
| South Dakota Investment Council | 789 | $65.0K | 0.00% | −3,600−82.0% | Reduced |
| Howe & Rusling Inc | 789 | $65.0K | 0.01% | −26−3.2% | Reduced |
| Herold Advisors, Inc. | 800 | $65.0K | 0.03% | +800 | New |
| Meridian Wealth Partners, LLC | 751 | $62.0K | 0.01% | +751 | New |
| Levin Capital Strategies, L.P. | 736 | $61.0K | 0.01% | +736 | New |
| Mercer Capital Advisers, Inc. | 728 | $60.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 729 | $60.0K | 0.02% | +1+0.1% | Added |
| Bellevue Asset Management, LLC | 716 | $60.0K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 718 | $59.0K | 0.02% | +2+0.3% | Added |
| TD Ameritrade Investment Management, LLC | 942 | $59.0K | 0.00% | +742+371.0% | Added |
| Center for Financial Planning, Inc. | 705 | $58.0K | 0.01% | −670−48.7% | Reduced |
| Crescent Capital Consulting, LLC | 704 | $58.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 711 | $58.0K | 0.01% | +13+1.9% | Added |
| Hoertkorn Richard Charles | 682 | $56.0K | 0.03% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 670 | $55.0K | 0.04% | +6+0.9% | Added |
| Sargent Bickham Lagudis LLC | 661 | $54.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 647 | $53.0K | 0.03% | +50+8.4% | Added |
| Old North State Trust, LLC | 639 | $53.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 632 | $52.0K | 0.02% | +93+17.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 622 | $51.0K | 0.00% | +50+8.7% | Added |
| Tompkins Financial Corp | 625 | $51.0K | 0.01% | +625 | New |
| TCI Wealth Advisors, Inc. | 608 | $50.0K | 0.01% | +28+4.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 588 | $48.0K | 0.02% | +2+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 590 | $48.0K | 0.01% | +1+0.2% | Added |
| BerganKDV Wealth Management, LLC | 578 | $48.0K | 0.01% | +250+76.2% | Added |
| AdvisorNet Financial, Inc | 577 | $47.0K | 0.00% | −8,315−93.5% | Reduced |
| Pflug Koory, LLC | 567 | $47.0K | 0.03% | −400−41.4% | Reduced |
| Aspire Private Capital, LLC | 559 | $46.0K | 0.02% | 00.0% | Unchanged |