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 |
|---|---|---|---|---|---|
| Rockbridge Investment Management, LCC | 561 | $46.0K | 0.01% | +10+1.8% | Added |
| JFS Wealth Advisors, LLC | 561 | $46.0K | 0.00% | +72+14.7% | Added |
| Firestone Capital Management | 525 | $43.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 511 | $42.1K | 0.00% | +511 | New |
| Bray Capital Advisors | 512 | $42.0K | 0.01% | −19−3.6% | Reduced |
| Truehand, Inc | 474 | $39.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 467 | $38.0K | 0.01% | −296−38.8% | Reduced |
| Duncker Streett & Co Inc | 454 | $37.0K | 0.01% | −225−33.1% | Reduced |
| West Branch Capital LLC | 446 | $37.0K | 0.02% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 427 | $35.0K | 0.02% | −202−32.1% | Reduced |
| Red Tortoise LLC | 555 | $35.0K | 0.03% | +555 | New |
| SRS Capital Advisors, Inc. | 414 | $34.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 405 | $33.0K | 0.00% | −2−0.5% | Reduced |
| Ironwood Financial, llc | 404 | $33.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 402 | $33.0K | 0.03% | +4+1.0% | Added |
| HC Financial Advisors Inc | 385 | $32.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 400 | $32.0K | 0.00% | +400 | New |
| Harvest Fund Management Co., Ltd | 393 | $32.0K | 0.01% | +393 | New |
| Front Row Advisors LLC | 378 | $31.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 379 | $31.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 375 | $31.0K | 0.03% | +375 | New |
| Orion Capital Management LLC | 375 | $31.0K | 0.02% | +375 | New |
| Motco | 366 | $30.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 357 | $30.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 351 | $29.0K | 0.02% | −50−12.5% | Reduced |
| West Oak Capital, LLC | 350 | $29.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 350 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 351 | $29.0K | 0.01% | +351 | New |
| Heritage Wealth Advisors | 350 | $28.8K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 348 | $28.0K | 0.01% | +24+7.4% | Added |
| Laffer Tengler Investments | 335 | $27.6K | 0.01% | +335 | New |
| Archer Investment Corp | 330 | $27.2K | 0.01% | +115+53.5% | Added |
| CNB Bank | 327 | $27.0K | 0.02% | −30−8.4% | Reduced |
| Versant Capital Management, Inc | 330 | $27.0K | 0.01% | −19−5.4% | Reduced |
| First National Bank of South Miami | 330 | $27.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 312 | $26.0K | 0.01% | −686−68.7% | Reduced |
| Gemmer Asset Management LLC | 318 | $26.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 315 | $25.9K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 307 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ade, LLC | 292 | $24.0K | 0.02% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 281 | $24.0K | 0.02% | +2+0.7% | Added |
| Costello Asset Management, INC | 262 | $22.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 258 | $21.3K | 0.01% | −20,813−98.8% | Reduced |
| Hanseatic Management Services Inc | 252 | $21.0K | 0.04% | +252 | New |
| JNBA Financial Advisors | 245 | $20.0K | 0.00% | −12−4.7% | Reduced |
| MCF Advisors LLC | 246 | $20.0K | 0.00% | +18+7.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 253 | $20.0K | 0.00% | +170+204.8% | Added |
| Counterpoint Mutual Funds LLC | 247 | $20.0K | 0.02% | +247 | New |
| Riggs Asset Managment Co. Inc. | 231 | $19.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 231 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $19.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 220 | $18.0K | 0.00% | −778−78.0% | Reduced |
| Bell Investment Advisors, Inc | 219 | $18.0K | 0.01% | +219 | New |
| Thompson Siegel & Walmsley LLC | 208 | $17.0K | 0.00% | −6,000−96.6% | Reduced |
| Pinnacle Financial Partners Inc | 205 | $17.0K | 0.00% | +15+7.9% | Added |
| Endurance Wealth Management, Inc. | 205 | $17.0K | 0.00% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 212 | $17.0K | 0.00% | +212 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 204 | $16.8K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 198 | $16.0K | 0.01% | −197−49.9% | Reduced |
| Hall Laurie J Trustee | 189 | $16.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 196 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 197 | $16.0K | 0.01% | +197 | New |
| SOA Wealth Advisors, LLC. | 186 | $15.0K | 0.00% | −96−34.0% | Reduced |
| Disciplined Investments, LLC | 178 | $15.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 184 | $15.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 180 | $14.8K | 0.01% | −14−7.2% | Reduced |
| Tortoise Investment Management, LLC | 175 | $14.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 167 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 171 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 165 | $14.0K | 0.00% | +15+10.0% | Added |
| Selective Wealth Management, Inc. | 154 | $13.0K | 0.01% | −73−32.2% | Reduced |
| Prentice Wealth Management LLC | 156 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 142 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 153 | $12.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 142 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 150 | $12.0K | 0.01% | +150 | New |
| Tarbox Family Office, Inc. | 131 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 125 | $10.0K | 0.00% | −16−11.3% | Reduced |
| Lumature Wealth Partners, LLC | 121 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 118 | $10.0K | 0.00% | +118 | New |
| Robinson Value Management, Ltd. | 125 | $10.0K | 0.01% | +125 | New |
| Norway Savings Bank | 113 | $9.00K | 0.00% | −4−3.4% | Reduced |
| Pacitti Group Inc. | 115 | $9.00K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 108 | $9.00K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 111 | $9.00K | 0.01% | +111 | New |
| Concord Wealth Partners | 92 | $8.00K | 0.00% | −1,372−93.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 100 | $8.00K | 0.00% | −300−75.0% | Reduced |
| First Personal Financial Services | 100 | $8.00K | 0.00% | −250−71.4% | Reduced |
| JJJ Advisors Inc. | 97 | $8.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 102 | $8.00K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 91 | $7.00K | 0.00% | −8−8.1% | Reduced |
| Focused Wealth Management, Inc | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 89 | $7.00K | 0.00% | +1+1.1% | Added |
| Ten Capital Wealth Advisors, LLC | 80 | $7.00K | 0.00% | +30+60.0% | Added |
| Providence Capital Advisors, LLC | 87 | $7.00K | 0.00% | +87 | New |