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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 6,283 | $517.0K | 0.02% | −67−1.1% | Reduced |
| Journey Advisory Group, LLC | 6,252 | $514.0K | 0.17% | −416−6.2% | Reduced |
| South State Corp. | 6,233 | $513.0K | 0.04% | −325−5.0% | Reduced |
| Resources Management Corp | 6,217 | $512.0K | 0.07% | −387−5.9% | Reduced |
| Moors & Cabot, Inc. | 6,253 | $512.0K | 0.03% | +814+15.0% | Added |
| Forte Capital LLC | 6,213 | $511.0K | 0.07% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 6,183 | $509.0K | 0.10% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 6,144 | $506.0K | 0.10% | −100−1.6% | Reduced |
| Mutual Advisors, LLC | 6,147 | $506.0K | 0.03% | +306+5.2% | Added |
| Burns J W & Co Inc | 6,123 | $504.0K | 0.08% | −1,388−18.5% | Reduced |
| Diversified Trust Co | 6,121 | $504.0K | 0.02% | −661−9.7% | Reduced |
| Profund Advisors LLC | 6,114 | $503.0K | 0.02% | +365+6.3% | Added |
| Security National Bank of Sioux City Iowa | 6,096 | $502.0K | 0.39% | −1,511−19.9% | Reduced |
| Grimes & Company, Inc. | 6,091 | $501.0K | 0.02% | +20.0% | Added |
| Investment Advisory Services Inc | 6,035 | $497.0K | 0.30% | −304−4.8% | Reduced |
| Qtron Investments LLC | 6,046 | $497.0K | 0.13% | +6,046 | New |
| Rafferty Asset Management, LLC | 6,027 | $496.0K | 0.00% | −2,403−28.5% | Reduced |
| Meristem Family Wealth, LLC | 6,012 | $495.0K | 0.05% | +1,265+26.6% | Added |
| Vestcor Inc | 6,009 | $494.0K | 0.02% | −904−13.1% | Reduced |
| Meridian Management Co | 6,002 | $494.0K | 0.15% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,940 | $488.8K | 0.02% | +208+3.6% | Added |
| YorkBridge Wealth Partners, LLC | 5,937 | $488.0K | 0.12% | −64−1.1% | Reduced |
| Flagship Harbor Advisors, LLC | 5,954 | $487.0K | 0.05% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 5,978 | $485.0K | 0.00% | −198−3.2% | Reduced |
| Garrison Point Advisors, LLC | 5,851 | $481.0K | 0.35% | +90+1.6% | Added |
| Excalibur Management Corp | 5,816 | $479.0K | 0.21% | −8−0.1% | Reduced |
| American Century Companies Inc | 5,819 | $479.0K | 0.00% | +1,247+27.3% | Added |
| Charter Trust Co | 5,703 | $470.0K | 0.04% | −74−1.3% | Reduced |
| swisspartners Ltd. | 5,658 | $466.0K | 0.36% | 00.0% | Unchanged |
| Shayne & Co., LLC | 5,655 | $465.0K | 0.27% | −368−6.1% | Reduced |
| Bath Savings Trust Co | 5,627 | $463.0K | 0.05% | +337+6.4% | Added |
| Flputnam Investment Management Co | 5,606 | $461.0K | 0.02% | −25−0.4% | Reduced |
| Capital City Trust Co | 5,576 | $459.0K | 0.14% | −115−2.0% | Reduced |
| Fulton Bank, N.A. | 5,581 | $459.0K | 0.02% | +81+1.5% | Added |
| Pitcairn Co | 5,521 | $454.0K | 0.03% | −45−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 5,482 | $451.0K | 0.03% | −645−10.5% | Reduced |
| KCM Investment Advisors LLC | 5,478 | $451.0K | 0.02% | −64−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 5,479 | $451.0K | 0.01% | +2,587+89.5% | Added |
| Jackson Square Capital, LLC | 5,452 | $449.0K | 0.15% | −145−2.6% | Reduced |
| Donaldson Capital Management, LLC | 5,441 | $448.0K | 0.02% | −677−11.1% | Reduced |
| Boston Trust Walden Corp | 5,430 | $447.0K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,296 | $436.0K | 0.02% | +5,296 | New |
| Fiduciary Group LLC | 5,354 | $430.0K | 0.05% | −38−0.7% | Reduced |
| Bull Street Advisors, LLC | 5,197 | $428.0K | 0.22% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 5,195 | $427.0K | 0.22% | +310+6.3% | Added |
| BKD Wealth Advisors, LLC | 5,187 | $427.0K | 0.02% | +5,187 | New |
| First City Capital Management, Inc. | 5,180 | $426.0K | 0.24% | 00.0% | Unchanged |
| Foster & Motley Inc | 5,176 | $426.0K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,180 | $426.0K | 0.02% | +209+4.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 5,159 | $425.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,168 | $425.0K | 0.06% | +544+11.8% | Added |
| Bassett Hargrove Investment Counsel, LLC | 5,095 | $417.0K | 0.62% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,047 | $415.0K | 0.03% | −9−0.2% | Reduced |
| Boston Financial Mangement LLC | 5,029 | $414.0K | 0.02% | −100−1.9% | Reduced |
| McDonald Partners LLC | 5,029 | $414.0K | 0.10% | +194+4.0% | Added |
| Empirical Finance, LLC | 5,037 | $414.0K | 0.06% | +303+6.4% | Added |
| Change Path, LLC | 5,008 | $412.0K | 0.02% | +371+8.0% | Added |
| Cape Cod Five Cents Savings Bank | 5,006 | $412.0K | 0.04% | +1,536+44.3% | Added |
| Gifford Fong Associates | 5,000 | $411.0K | 0.08% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 4,988 | $410.0K | 0.30% | −23−0.5% | Reduced |
| Colonial Trust Advisors | 4,975 | $409.0K | 0.05% | −700−12.3% | Reduced |
| Symmetry Partners, LLC | 4,892 | $408.0K | 0.03% | −554−10.2% | Reduced |
| Park Avenue Securities LLC | 4,957 | $408.0K | 0.01% | +357+7.8% | Added |
| Kore Private Wealth LLC | 4,961 | $408.0K | 0.04% | +731+17.3% | Added |
| Pathstone Family Office, LLC | 4,936 | $406.0K | 0.01% | +4,936 | New |
| Bank of the West | 4,923 | $405.0K | 0.04% | −381−7.2% | Reduced |
| NorthCoast Asset Management LLC | 4,919 | $405.0K | 0.01% | −26−0.5% | Reduced |
| Toews Corp | 4,900 | $403.0K | 0.05% | +4,900 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,856 | $400.0K | 0.03% | −1,300−21.1% | Reduced |
| SeaCrest Wealth Management, LLC | 4,849 | $399.0K | 0.05% | −88−1.8% | Reduced |
| Peoples Financial Services Corp. | 4,847 | $399.0K | 0.17% | 00.0% | Unchanged |
| Greenleaf Trust | 4,841 | $398.0K | 0.00% | +266+5.8% | Added |
| Private Capital Group, LLC | 4,814 | $396.0K | 0.09% | +90+1.9% | Added |
| Colony Group LLC | 4,804 | $395.0K | 0.01% | −4,038−45.7% | Reduced |
| Ontario Teachers Pension Plan Board | 4,801 | $395.0K | 0.00% | +4,801 | New |
| Penobscot Investment Management Company, Inc. | 4,780 | $393.0K | 0.06% | −108−2.2% | Reduced |
| Lincoln National Corp | 4,782 | $393.0K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,776 | $393.0K | 0.27% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 4,768 | $392.0K | 0.09% | +59+1.3% | Added |
| Alpha Paradigm Partners, LLC | 4,747 | $391.0K | 0.16% | −4,403−48.1% | Reduced |
| 1st Source Bank | 4,748 | $391.0K | 0.02% | 00.0% | Unchanged |
| Collective Family Office LLC | 4,719 | $388.0K | 0.17% | −757−13.8% | Reduced |
| Warther Private Wealth, LLC | 4,691 | $387.0K | 0.35% | −3−0.1% | Reduced |
| Umb Bank N A | 4,699 | $386.0K | 0.01% | −356−7.0% | Reduced |
| Sovereign Financial Group, Inc. | 4,672 | $384.0K | 0.22% | −57−1.2% | Reduced |
| BBVA USA | 4,636 | $382.0K | 0.02% | −857−15.6% | Reduced |
| Compton Capital Management Inc | 4,645 | $382.0K | 0.11% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 4,637 | $382.0K | 0.02% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 4,584 | $382.0K | 0.21% | 00.0% | Unchanged |
| Sageworth Trust Co | 4,634 | $381.0K | 0.03% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 4,609 | $380.0K | 0.07% | −383−7.7% | Reduced |
| Tiemann Investment Advisors, LLC | 4,607 | $379.0K | 0.18% | +33+0.7% | Added |
| Clearstead Advisors, LLC | 4,589 | $378.0K | 0.03% | +549+13.6% | Added |
| First National Trust Co | 4,565 | $376.0K | 0.02% | −186−3.9% | Reduced |
| Beck Mack & Oliver LLC | 4,547 | $374.0K | 0.01% | −11−0.2% | Reduced |
| Hutchinson Capital Management | 4,533 | $373.0K | 0.09% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 4,523 | $372.0K | 0.02% | −24,103−84.2% | Reduced |
| Optas, LLC | 4,515 | $372.0K | 0.11% | +20.0% | Added |
| Mountain Pacific Investment Advisers Inc | 4,473 | $368.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Group | 4,468 | $368.0K | 0.08% | 00.0% | Unchanged |