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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 76 | $6.25K | 0.00% | −20−20.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 63 | $5.00K | 0.00% | +2+3.3% | Added |
| Roble, Belko & Company, Inc | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 50 | $4.00K | 0.00% | −300−85.7% | Reduced |
| Toth Financial Advisory Corp | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 53 | $4.00K | 0.00% | +53 | New |
| Global Financial Private Client, LLC | 37 | $3.05K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 54 | $3.00K | 0.00% | −261−82.9% | Reduced |
| Valley National Advisers Inc | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 31 | $3.00K | 0.00% | −3−8.8% | Reduced |
| Tradewinds Capital Management, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 19 | $2.00K | 0.00% | −32−62.7% | Reduced |
| Earnest Partners LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 20 | $2.00K | 0.00% | −2−9.1% | Reduced |
| Pacific Center for Financial Services | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 20 | $2.00K | 0.00% | +12+150.0% | Added |
| Tfo-TDC, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Ogorek Anthony Joseph | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $164 | 0.00% | – | – |
| Cordant, Inc. | 1 | $0 | 0.00% | −43−97.7% | Reduced |
| Coastal Capital Group, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 3 | – | – | +3 | New |
| Retirement Group, LLC | 5 | – | – | +5 | New |
| Sofos Investments, Inc. | 120 | – | – | +120 | New |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Eminence Capital, LP | 0 | $0 | 0.00% | −1,182,487−100.0% | Sold out |
| VGI Partners Ltd | 0 | $0 | 0.00% | −1,147,136−100.0% | Sold out |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 0 | $0 | 0.00% | −614,556−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −601,513−100.0% | Sold out |
| Sunriver Management LLC | 0 | $0 | 0.00% | −295,148−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −158,002−100.0% | Sold out |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −155,693−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −99,751−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −76,830−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −68,920−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −67,000−100.0% | Sold out |
| Cardan Capital Partners, LLC | 0 | $0 | 0.00% | −60,606−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −46,183−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −43,774−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −43,340−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −35,475−100.0% | Sold out |
| XXEC, Inc. | 0 | $0 | 0.00% | −21,536−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −17,800−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −15,056−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −12,097−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −11,567−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,933−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −10,381−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −9,487−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −8,378−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −7,629−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −7,521−100.0% | Sold out |
| Marino, Stram & Associates LLC | 0 | $0 | 0.00% | −6,001−100.0% | Sold out |
| Ativo Capital Management LLC | 0 | $0 | 0.00% | −5,864−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,487−100.0% | Sold out |
| Scharf Investments, LLC | 0 | $0 | 0.00% | −5,379−100.0% | Sold out |
| Pictet Bank & Trust Ltd | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −7,985−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,151−100.0% | Sold out |
| Boenning & Scattergood, Inc. | 0 | $0 | 0.00% | −3,933−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −3,361−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Regal Wealth Group, Inc. | 0 | $0 | 0.00% | −2,763−100.0% | Sold out |
| Kerntke Otto McGlone Wealth Management Group | 0 | $0 | 0.00% | −2,765−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −2,727−100.0% | Sold out |
| FRG Family Wealth Advisors LLC | 0 | $0 | 0.00% | −2,679−100.0% | Sold out |
| Baxter Bros Inc | 0 | $0 | 0.00% | −2,645−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −2,642−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −2,643−100.0% | Sold out |
| Citizens National Bank Trust Department | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −2,361−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −1,319−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −576−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Eubel Brady & Suttman Asset Management Inc | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Financial Insights, Inc. | 0 | $0 | 0.00% | −289−100.0% | Sold out |