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 |
|---|---|---|---|---|---|
| Philadelphia Trust Co | 10,211 | $840.0K | 0.06% | +385+3.9% | Added |
| Fort, L.P. | 10,090 | $830.0K | 0.28% | +3,142+45.2% | Added |
| Venture Visionary Partners LLC | 10,098 | $830.0K | 0.06% | +4,609+84.0% | Added |
| Brown Advisory Securities, LLC | 10,102 | $828.0K | 0.25% | +2,481+32.6% | Added |
| Canal Insurance CO | 10,000 | $823.0K | 0.28% | 00.0% | Unchanged |
| JustInvest LLC | 10,008 | $823.0K | 0.07% | +1,302+15.0% | Added |
| AE Wealth Management LLC | 9,899 | $814.0K | 0.01% | −108−1.1% | Reduced |
| Arkadios Wealth Advisors | 9,854 | $810.0K | 0.12% | −3,179−24.4% | Reduced |
| World Asset Management Inc | 9,841 | $810.0K | 0.08% | −817−7.7% | Reduced |
| Resources Investment Advisors, LLC. | 9,716 | $799.0K | 0.03% | +426+4.6% | Added |
| Allstate Corp | 9,684 | $797.0K | 0.03% | −10.0% | Reduced |
| Shelton Capital Management | 9,630 | $792.0K | 0.03% | −60−0.6% | Reduced |
| Washington Trust Co | 9,584 | $788.0K | 0.02% | −105−1.1% | Reduced |
| FineMark National Bank & Trust | 9,567 | $787.0K | 0.03% | −286−2.9% | Reduced |
| CIBC World Markets Inc. | 9,526 | $784.0K | 0.00% | +1,798+23.3% | Added |
| Stephens Inc | 9,521 | $783.0K | 0.01% | −2,538−21.0% | Reduced |
| Argent Trust Co | 9,483 | $780.0K | 0.05% | −50−0.5% | Reduced |
| Guinness Atkinson Asset Management Inc | 9,458 | $778.0K | 0.36% | −780−7.6% | Reduced |
| Atlantic Union Bankshares Corp | 9,331 | $768.0K | 0.07% | −151−1.6% | Reduced |
| Strong Tower Advisory Services | 9,329 | $758.0K | 0.44% | +9,329 | New |
| NuWave Investment Management, LLC | 9,177 | $755.0K | 0.86% | +9,177 | New |
| Bridges Investment Management Inc | 9,164 | $754.0K | 0.02% | −50−0.5% | Reduced |
| Panagora Asset Management Inc | 9,146 | $753.0K | 0.00% | −22−0.2% | Reduced |
| Busey Wealth Management | 9,058 | $745.0K | 0.03% | +435+5.0% | Added |
| Crestwood Advisors Group LLC | 9,017 | $742.0K | 0.02% | −444−4.7% | Reduced |
| TRUE Private Wealth Advisors | 8,998 | $740.0K | 0.11% | −130−1.4% | Reduced |
| Wendell David Associates Inc | 8,941 | $736.0K | 0.08% | +732+8.9% | Added |
| Johnson Investment Counsel Inc | 8,882 | $731.0K | 0.01% | +367+4.3% | Added |
| Central Trust Co | 8,873 | $730.0K | 0.03% | −613−6.5% | Reduced |
| Keeley-Teton Advisors, LLC | 8,804 | $724.0K | 0.08% | +8,804 | New |
| Graypoint LLC | 8,752 | $720.0K | 0.09% | −330−3.6% | Reduced |
| Advisory Services Network, LLC | 8,719 | $717.0K | 0.02% | +364+4.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,682 | $714.0K | 0.09% | −180−2.0% | Reduced |
| Perkins Coie Trust Co | 8,678 | $714.0K | 0.22% | +67+0.8% | Added |
| Dumont & Blake Investment Advisors LLC | 8,644 | $711.0K | 0.20% | +60+0.7% | Added |
| Field & Main Bank | 8,568 | $705.0K | 0.46% | −552−6.1% | Reduced |
| Webster Bank, N. A. | 8,535 | $702.0K | 0.08% | −2,160−20.2% | Reduced |
| National Asset Management, Inc. | 8,510 | $701.0K | 0.02% | +71+0.8% | Added |
| HighPoint Advisor Group LLC | 8,440 | $694.0K | 0.07% | +2,441+40.7% | Added |
| Squarepoint Ops LLC | 8,325 | $685.0K | 0.00% | −69,544−89.3% | Reduced |
| Montag A & Associates Inc | 8,305 | $683.0K | 0.04% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 8,236 | $678.0K | 0.21% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 8,233 | $677.0K | 0.04% | +8,233 | New |
| Vident Investment Advisory, LLC | 8,131 | $669.0K | 0.02% | −1,607−16.5% | Reduced |
| ELCO Management Co., LLC | 8,057 | $663.0K | 0.51% | +724+9.9% | Added |
| Vestmark Advisory Solutions, Inc. | 8,033 | $661.0K | 0.04% | −330−3.9% | Reduced |
| Merit Financial Group, LLC | 8,031 | $661.0K | 0.07% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 8,028 | $661.0K | 0.12% | +669+9.1% | Added |
| J.W. Cole Advisors, Inc. | 7,996 | $658.0K | 0.05% | +2,753+52.5% | Added |
| Tower Bridge Advisors | 7,974 | $656.1K | 0.04% | +258+3.3% | Added |
| Home Federal Bank of Tennessee | 7,840 | $645.0K | 0.23% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 7,826 | $644.0K | 0.12% | −224−2.8% | Reduced |
| Virtu Financial LLC | 7,779 | $640.0K | 0.06% | +7,779 | New |
| Stratos Wealth Partners, LTD. | 7,765 | $639.0K | 0.02% | +271+3.6% | Added |
| Bessemer Group Inc | 7,777 | $639.0K | 0.00% | +1,071+16.0% | Added |
| Security National Bank of So Dak | 7,680 | $632.0K | 0.48% | +1,332+21.0% | Added |
| Valley Brook Capital Group | 7,605 | $625.0K | 0.62% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,538 | $620.2K | 0.03% | +207+2.8% | Added |
| Avantax Advisory Services, Inc. | 7,618 | $619.0K | 0.01% | +982+14.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 7,416 | $618.0K | 0.02% | 00.0% | Unchanged |
| Southport Management, L.L.C. | 7,500 | $617.1K | 2.35% | −7,500−50.0% | Reduced |
| Curated Wealth Partners LLC | 7,493 | $616.0K | 0.34% | 00.0% | Unchanged |
| Trust Co of Virginia | 7,484 | $615.0K | 0.07% | +495+7.1% | Added |
| Caldwell Trust Co | 7,468 | $614.5K | 0.08% | −705−8.6% | Reduced |
| IndexIQ Advisors LLC | 7,453 | $613.0K | 0.02% | +353+5.0% | Added |
| Sound Financial Strategies Group, LLC | 7,402 | $609.0K | 0.31% | −90−1.2% | Reduced |
| Parsec Financial Management, Inc. | 7,289 | $609.0K | 0.03% | +89+1.2% | Added |
| Parallel Advisors, LLC | 7,360 | $606.0K | 0.02% | +245+3.4% | Added |
| Sigma Planning Corp | 7,326 | $603.0K | 0.02% | −469−6.0% | Reduced |
| FDx Advisors, Inc. | 7,192 | $592.0K | 0.02% | −1,155−13.8% | Reduced |
| Ar Asset Management Inc | 7,200 | $592.0K | 0.17% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 7,200 | $592.0K | 0.08% | +7,200 | New |
| Choate Investment Advisors | 7,158 | $589.0K | 0.04% | −853−10.6% | Reduced |
| Transform Wealth, LLC | 7,127 | $586.0K | 0.07% | +941+15.2% | Added |
| River Wealth Advisors LLC | 7,103 | $584.0K | 0.10% | −35−0.5% | Reduced |
| Amussen Hunsaker Associates LLC | 7,122 | $580.0K | 0.16% | −116−1.6% | Reduced |
| Headinvest, LLC | 7,032 | $579.0K | 0.11% | −621−8.1% | Reduced |
| Ascension Asset Management LLC | 7,034 | $579.0K | 0.38% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,008 | $577.0K | 0.01% | −1,233−15.0% | Reduced |
| Westhampton Capital, LLC | 7,014 | $577.0K | 0.39% | −87−1.2% | Reduced |
| Everett Harris & Co | 7,010 | $577.0K | 0.01% | −49−0.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 7,010 | $577.0K | 0.00% | −22−0.3% | Reduced |
| Aull & Monroe Investment Management Corp | 6,951 | $572.0K | 0.28% | 00.0% | Unchanged |
| Chicago Capital, LLC | 6,943 | $571.0K | 0.02% | +63+0.9% | Added |
| Papp L Roy & Associates | 6,931 | $570.0K | 0.07% | −224−3.1% | Reduced |
| Allred Capital Management, LLC | 6,903 | $568.0K | 0.30% | −7−0.1% | Reduced |
| Bragg Financial Advisors, Inc | 6,884 | $566.0K | 0.04% | −3,789−35.5% | Reduced |
| Patten & Patten Inc | 6,873 | $566.0K | 0.04% | +6+0.1% | Added |
| Bryn Mawr Trust Co | 6,881 | $566.0K | 0.02% | +450+7.0% | Added |
| Werlinich Asset Management, LLC | 6,825 | $561.6K | 0.45% | +600+9.6% | Added |
| AGF Investments LLC | 6,756 | $556.0K | 0.05% | −1,071−13.7% | Reduced |
| Corient Capital Partners, LLC | 6,612 | $544.0K | 0.04% | +271+4.3% | Added |
| City Holding Co | 6,532 | $537.0K | 0.09% | −512−7.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,432 | $529.0K | 0.04% | +210+3.4% | Added |
| Pinnacle Associates Ltd | 6,420 | $528.0K | 0.01% | −705−9.9% | Reduced |
| Kingsview Wealth Management, LLC | 6,413 | $528.0K | 0.03% | +671+11.7% | Added |
| Sky Investment Group LLC | 6,374 | $524.0K | 0.12% | −67−1.0% | Reduced |
| Holderness Investments Co | 6,349 | $522.0K | 0.17% | −140−2.2% | Reduced |
| Verdence Capital Advisors LLC | 6,337 | $521.0K | 0.07% | −187−2.9% | Reduced |
| Fox Run Management, L.L.C. | 6,298 | $518.0K | 0.33% | +6,298 | New |