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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 18,775 | $1.54M | 0.11% | −233−1.2% | Reduced |
| Birch Hill Investment Advisors LLC | 18,765 | $1.54M | 0.08% | −19−0.1% | Reduced |
| Synovus Financial Corp | 18,759 | $1.54M | 0.02% | −574−3.0% | Reduced |
| TrimTabs Asset Management, LLC | 18,036 | $1.53M | 0.74% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 18,307 | $1.51M | 0.00% | −371,520−95.3% | Reduced |
| Blair William & Co | 18,189 | $1.50M | 0.01% | +736+4.2% | Added |
| Veritable, L.P. | 18,185 | $1.50M | 0.02% | +54+0.3% | Added |
| Walleye Capital LLC | 18,121 | $1.49M | 0.04% | −36,783−67.0% | Reduced |
| Matthew Goff Investment Advisor, LLC | 17,908 | $1.47M | 0.36% | −78−0.4% | Reduced |
| Canandaigua National Corp | 17,703 | $1.46M | 0.24% | −1,016−5.4% | Reduced |
| Monarch Capital Management Inc | 17,685 | $1.46M | 0.40% | −154−0.9% | Reduced |
| Parsons Capital Management Inc | 17,412 | $1.43M | 0.11% | +19+0.1% | Added |
| Cetera Advisor Networks LLC | 17,282 | $1.42M | 0.02% | +2,398+16.1% | Added |
| Copeland Capital Management, LLC | 17,239 | $1.42M | 0.04% | −2,431−12.4% | Reduced |
| Teza Capital Management LLC | 17,082 | $1.41M | 0.68% | +17,082 | New |
| Essex Financial Services, Inc. | 17,021 | $1.40M | 0.16% | +3,814+28.9% | Added |
| Shell Asset Management Co | 16,958 | $1.40M | 0.03% | −17,754−51.1% | Reduced |
| Lee Danner & Bass Inc | 16,833 | $1.39M | 0.13% | −5,989−26.2% | Reduced |
| Ameritas Investment Partners, Inc. | 16,737 | $1.38M | 0.05% | −23,397−58.3% | Reduced |
| Kestra Advisory Services, LLC | 16,625 | $1.37M | 0.01% | −11,031−39.9% | Reduced |
| MRJ Capital Inc | 16,475 | $1.35M | 0.79% | −1,125−6.4% | Reduced |
| Whittier Trust Co | 16,430 | $1.35M | 0.02% | −230−1.4% | Reduced |
| Exchange Capital Management, Inc. | 16,323 | $1.34M | 0.26% | −751−4.4% | Reduced |
| Capitolis Advisors LLC | 16,051 | $1.34M | 0.01% | −7,668−32.3% | Reduced |
| Veracity Capital LLC | 16,039 | $1.32M | 0.57% | +588+3.8% | Added |
| Dynamic Technology Lab Private Ltd | 16,018 | $1.32M | 0.16% | +10,572+194.1% | Added |
| Shelter Ins Retirement Plan | 16,000 | $1.32M | 0.74% | 00.0% | Unchanged |
| People's United Financial, Inc. | 15,963 | $1.31M | 0.03% | −785−4.7% | Reduced |
| Sit Investment Associates Inc | 15,855 | $1.30M | 0.03% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 15,833 | $1.30M | 0.01% | +1,222+8.4% | Added |
| Dowling & Yahnke LLC | 15,810 | $1.30M | 0.07% | −472−2.9% | Reduced |
| Seven Eight Capital, LP | 15,790 | $1.30M | 0.13% | +15,790 | New |
| Ethic Inc. | 15,605 | $1.28M | 0.13% | +2,744+21.3% | Added |
| Whittier Trust Co of Nevada Inc | 15,583 | $1.28M | 0.05% | −48−0.3% | Reduced |
| Rossmore Private Capital | 15,502 | $1.28M | 0.22% | +225+1.5% | Added |
| Proequities, Inc. | 15,381 | $1.27M | 0.08% | +2,092+15.7% | Added |
| Arden Trust Co | 15,346 | $1.26M | 0.22% | −1,019−6.2% | Reduced |
| 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 |
| Davenport & Co LLC | 14,954 | $1.23M | 0.01% | +1,827+13.9% | Added |
| Waters Parkerson & Co., LLC | 14,871 | $1.22M | 0.07% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 14,856 | $1.22M | 0.06% | +14,856 | New |
| Systematic Alpha Investments, LLC | 14,610 | $1.17M | 0.05% | 00.0% | Unchanged |
| Jefferies Group LLC | 14,200 | $1.17M | 0.03% | −3,050−17.7% | Reduced |
| Regentatlantic Capital LLC | 14,180 | $1.17M | 0.04% | +1,070+8.2% | Added |
| Ironwood Investment Management LLC | 14,172 | $1.17M | 0.60% | +12+0.1% | Added |
| Banque Cantonale Vaudoise | 14,115 | $1.16M | 0.05% | −2,800−16.6% | Reduced |
| Wolverine Asset Management LLC | 14,000 | $1.15M | 0.01% | −56,492−80.1% | Reduced |
| Tower Research Capital LLC (TRC) | 13,953 | $1.15M | 0.03% | +8,356+149.3% | Added |
| 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 |
| TD Private Client Wealth LLC | 13,902 | $1.14M | 0.05% | −1,331−8.7% | Reduced |
| 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 |
| Ieq Capital, LLC | 13,559 | $1.11M | 0.03% | +890+7.0% | Added |
| Amica Retiree Medical Trust | 13,324 | $1.10M | 0.99% | −5,875−30.6% | 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 |
| Bank Pictet & Cie (Asia) Ltd | 13,117 | $1.08M | 0.30% | −771−5.6% | Reduced |
| Trust Co of Toledo NA | 13,063 | $1.07M | 0.18% | −411−3.1% | Reduced |
| Cigna Investments Inc | 13,035 | $1.07M | 0.08% | +307+2.4% | Added |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.07M | 0.15% | 00.0% | Unchanged |
| Toroso Investments, LLC | 12,960 | $1.07M | 0.04% | +4,272+49.2% | Added |
| Neville Rodie & Shaw Inc | 12,699 | $1.04M | 0.08% | −25−0.2% | Reduced |
| D.A. Davidson & Co. | 12,692 | $1.04M | 0.01% | +159+1.3% | Added |
| STRS Ohio | 12,651 | $1.04M | 0.00% | −2,422−16.1% | Reduced |
| Selway Asset Management | 12,585 | $1.03M | 0.57% | +850+7.2% | Added |
| Bluestein R H & Co | 12,515 | $1.03M | 0.04% | +1,000+8.7% | Added |
| Horizon Investments, LLC | 12,484 | $1.03M | 0.03% | −942−7.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 12,395 | $1.02M | 0.09% | −673−5.1% | Reduced |
| IBM Retirement Fund | 12,121 | $997.0K | 0.08% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 12,077 | $994.0K | 0.19% | +1,211+11.1% | Added |
| Boston Private Wealth LLC | 12,017 | $989.0K | 0.01% | −3,185−21.0% | Reduced |
| Cullinan Associates Inc | 11,863 | $976.0K | 0.05% | −9,665−44.9% | Reduced |
| Palladium Partners LLC | 11,787 | $970.0K | 0.04% | −929−7.3% | Reduced |
| Principle Wealth Partners LLC | 11,745 | $966.0K | 0.11% | +178+1.5% | Added |
| Gotham Asset Management, LLC | 11,677 | $961.0K | 0.04% | +11,677 | New |
| Marble Harbor Investment Counsel, LLC | 11,620 | $956.0K | 0.13% | −25−0.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,611 | $955.0K | 0.02% | +751+6.9% | Added |
| Cloverfields Capital Group, LP | 11,589 | $954.0K | 0.31% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 11,428 | $940.0K | 0.10% | +929+8.8% | Added |
| Oppenheimer & Co Inc | 11,381 | $936.0K | 0.02% | +574+5.3% | Added |
| Bollard Group LLC | 11,354 | $934.0K | 0.03% | +40.0% | Added |
| Old National Bancorp | 11,295 | $930.0K | 0.04% | −296−2.6% | Reduced |
| Beacon Pointe Advisors, LLC | 11,067 | $911.0K | 0.02% | +3,648+49.2% | Added |
| OPSEU Pension Plan Trust Fund | 11,103 | $907.0K | 0.23% | −418−3.6% | Reduced |
| Glenview Trust Co | 11,001 | $905.0K | 0.03% | −391−3.4% | Reduced |
| Courier Capital LLC | 10,956 | $901.0K | 0.09% | −1,099−9.1% | Reduced |
| Perigon Wealth Management, LLC | 10,890 | $896.0K | 0.08% | +64+0.6% | Added |
| Abbrea Capital, LLC | 10,840 | $892.0K | 0.13% | 00.0% | Unchanged |
| Everence Capital Management Inc | 10,790 | $888.0K | 0.07% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 10,760 | $885.1K | 0.01% | −384−3.4% | Reduced |
| IMA Wealth, Inc. | 10,710 | $881.0K | 0.21% | −108−1.0% | Reduced |
| Simmons Bank | 10,699 | $880.0K | 0.06% | −498−4.4% | Reduced |
| 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 |
| Occudo Quantitative Strategies LP | 10,602 | $872.0K | 0.10% | +10,602 | New |
| Mayflower Financial Advisors, LLC | 10,129 | $855.0K | 0.12% | −63−0.6% | Reduced |
| Advisor Partners LLC | 10,314 | $849.0K | 0.06% | −21−0.2% | Reduced |