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 |
|---|---|---|---|---|---|
| American National Registered Investment Advisor, Inc. | 4,441 | $365.0K | 0.13% | −26−0.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,411 | $363.0K | 0.08% | +4,168+1,715.2% | Added |
| Siemens Fonds Invest GmbH | 4,416 | $363.0K | 0.02% | +4,416 | New |
| Tucker Asset Management LLC | 4,508 | $362.0K | 0.13% | −102−2.2% | Reduced |
| Valeo Financial Advisors, LLC | 4,403 | $362.0K | 0.02% | −77−1.7% | Reduced |
| Security National Trust Co | 4,435 | $362.0K | 0.08% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,395 | $362.0K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,381 | $361.0K | 0.03% | +12+0.3% | Added |
| NTV Asset Management LLC | 4,371 | $360.0K | 0.06% | −107−2.4% | Reduced |
| Covington Capital Management | 4,335 | $357.0K | 0.01% | −465−9.7% | Reduced |
| Westport Asset Management Inc | 4,127 | $355.0K | 0.17% | 00.0% | Unchanged |
| Veriti Management LLC | 4,297 | $354.0K | 0.05% | −1,847−30.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $354.0K | 0.12% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 4,288 | $353.0K | 0.11% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,255 | $350.0K | 0.04% | −20.0% | Reduced |
| United Bank | 4,253 | $350.0K | 0.05% | +122+3.0% | Added |
| Cerity Partners LLC | 4,247 | $349.0K | 0.01% | +365+9.4% | Added |
| Concentric Wealth Management, LLC | 4,225 | $348.0K | 0.11% | −50−1.2% | Reduced |
| Lafayette Investments, Inc. | 4,226 | $348.0K | 0.09% | +1,577+59.5% | Added |
| Mid Atlantic Financial Management Inc | 4,223 | $347.0K | 0.02% | −210−4.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,171 | $344.0K | 0.13% | +29+0.7% | Added |
| Carroll Financial Associates, Inc. | 4,178 | $343.0K | 0.02% | −525−11.2% | Reduced |
| Boston Family Office LLC | 4,128 | $340.0K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,125 | $339.0K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 4,123 | $339.0K | 0.12% | +1,229+42.5% | Added |
| Douglass Winthrop Advisors, LLC | 4,109 | $338.0K | 0.01% | −189−4.4% | Reduced |
| Bayesian Capital Management, LP | 4,100 | $337.0K | 0.10% | +4,100 | New |
| Harbour Investments, Inc. | 4,078 | $336.0K | 0.01% | −24−0.6% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $336.0K | 0.10% | 00.0% | Unchanged |
| Cooper Financial Group | 4,076 | $335.0K | 0.07% | +304+8.1% | Added |
| Court Place Advisors, LLC | 4,029 | $332.0K | 0.10% | −198−4.7% | Reduced |
| Bard Financial Services, Inc. | 4,040 | $332.0K | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,039 | $332.0K | 0.01% | +981+32.1% | Added |
| Bennicas & Associates, Inc. | 4,008 | $330.0K | 0.19% | −8,555−68.1% | Reduced |
| Virtue Capital Management, LLC | 4,010 | $330.0K | 0.06% | +620+18.3% | Added |
| Heritage Way Advisors, LLC | 4,000 | $329.0K | 0.14% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 3,974 | $327.0K | 0.32% | −50−1.2% | Reduced |
| Echo Street Capital Management LLC | 3,958 | $326.0K | 0.00% | +3,958 | New |
| Sun Life Financial INC | 3,934 | $323.0K | 0.02% | +923+30.7% | Added |
| Sound View Wealth Advisors Group, LLC | 3,917 | $322.0K | 0.07% | −260−6.2% | Reduced |
| Northwest Bancshares, Inc. | 3,919 | $322.0K | 0.07% | −27−0.7% | Reduced |
| Northeast Investment Management | 3,903 | $321.0K | 0.02% | +48+1.2% | Added |
| Sentry Investment Management LLC | 3,885 | $320.0K | 0.09% | −568−12.8% | Reduced |
| Ropes Wealth Advisors LLC | 3,865 | $318.0K | 0.05% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,860 | $318.0K | 0.02% | +960+33.1% | Added |
| Wade G W & Inc | 3,856 | $317.0K | 0.02% | +307+8.7% | Added |
| Baker Tilly Wealth Management, LLC | 3,843 | $316.0K | 0.04% | +734+23.6% | Added |
| Moneta Group Investment Advisors LLC | 3,816 | $314.0K | 0.01% | −36−0.9% | Reduced |
| Surevest, LLC | 3,812 | $314.0K | 0.08% | +114+3.1% | Added |
| Conning Inc. | 3,794 | $312.0K | 0.01% | −706−15.7% | Reduced |
| Frontier Wealth Management LLC | 3,789 | $312.0K | 0.02% | −5−0.1% | Reduced |
| Signaturefd, LLC | 3,787 | $312.0K | 0.01% | +1,049+38.3% | Added |
| Kistler-Tiffany Companies, LLC | 3,775 | $311.0K | 0.07% | −1,233−24.6% | Reduced |
| Focus Financial Network, Inc. | 3,774 | $310.5K | 0.04% | +923+32.4% | Added |
| Oppenheimer Asset Management Inc. | 3,687 | $304.0K | 0.00% | −17−0.5% | Reduced |
| Burleson & Company, LLC | 3,673 | $302.0K | 0.05% | 00.0% | Unchanged |
| David Loasby | 3,658 | $301.0K | 0.04% | −121−3.2% | Reduced |
| Essex Savings Bank | 3,267 | $301.0K | 0.11% | +343+11.7% | Added |
| Altium Wealth Management LLC | 3,637 | $299.0K | 0.02% | 00.0% | Unchanged |
| MEMBERS Trust Co | 3,573 | $298.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,626 | $298.0K | 0.20% | +209+6.1% | Added |
| Cullen Capital Management LLC | 3,610 | $297.0K | 0.00% | −55−1.5% | Reduced |
| Banco Santander, S.A. | 3,603 | $296.0K | 0.00% | −15,159−80.8% | Reduced |
| First Horizon Advisors, Inc. | 3,589 | $295.0K | 0.01% | +3,194+808.6% | Added |
| Fruth Investment Management | 3,540 | $291.0K | 0.09% | 00.0% | Unchanged |
| CPWM, LLC | 3,539 | $291.0K | 0.03% | 00.0% | Unchanged |
| Barings LLC | 3,530 | $290.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 3,517 | $289.0K | 0.24% | −100−2.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,506 | $288.0K | 0.02% | +850+32.0% | Added |
| DCM Advisors, LLC | 3,503 | $288.0K | 0.11% | +3,503 | New |
| Checchi Capital Advisers, LLC | 3,485 | $287.0K | 0.04% | +56+1.6% | Added |
| Nichols & Pratt Advisers LLP | 3,467 | $286.0K | 0.02% | −3,425−49.7% | Reduced |
| NorthRock Partners, LLC | 3,471 | $286.0K | 0.02% | +376+12.1% | Added |
| HBK Sorce Advisory LLC | 3,402 | $280.0K | 0.02% | −84−2.4% | Reduced |
| Citizens Business Bank | 3,400 | $280.0K | 0.04% | 00.0% | Unchanged |
| Bailard, Inc. | 3,402 | $280.0K | 0.01% | +216+6.8% | Added |
| Tokio Marine Asset Management Co Ltd | 3,398 | $280.0K | 0.02% | +430+14.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,388 | $279.0K | 0.01% | −447−11.7% | Reduced |
| LVW Advisors, LLC | 3,389 | $279.0K | 0.05% | +3,389 | New |
| ICW Investment Advisors LLC | 3,367 | $277.0K | 0.18% | +3,367 | New |
| Patriot Financial Group Insurance Agency, LLC | 3,326 | $274.0K | 0.05% | −182−5.2% | Reduced |
| Argent Capital Management LLC | 3,330 | $274.0K | 0.01% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 3,326 | $274.0K | 0.02% | +769+30.1% | Added |
| Harbor Investment Advisory, LLC | 3,310 | $272.0K | 0.04% | −98−2.9% | Reduced |
| Howland Capital Management LLC | 3,302 | $272.0K | 0.01% | −37−1.1% | Reduced |
| Defined Wealth Management, LLC | 3,310 | $272.0K | 0.24% | 00.0% | Unchanged |
| Rothschild Investment Corp | 3,303 | $272.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,369 | $271.0K | 0.13% | −550−14.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,298 | $271.0K | 0.00% | −122−3.6% | Reduced |
| Meridian Investment Counsel Inc. | 3,294 | $271.0K | 0.10% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,255 | $268.0K | 0.04% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 3,253 | $268.0K | 0.05% | +714+28.1% | Added |
| Baker Ellis Asset Management LLC | 3,238 | $265.0K | 0.05% | +100+3.2% | Added |
| St Germain D J Co Inc | 3,204 | $264.0K | 0.02% | −879−21.5% | Reduced |
| Hancock Whitney Corp | 3,209 | $264.0K | 0.01% | −9−0.3% | Reduced |
| NEXT Financial Group, Inc | 3,190 | $263.0K | 0.02% | +261+8.9% | Added |
| Clarius Group, LLC | 3,179 | $262.0K | 0.02% | +141+4.6% | Added |
| Ancora Advisors, LLC | 3,162 | $260.0K | 0.01% | −142−4.3% | Reduced |
| Signature Wealth Management Partners, LLC | 3,162 | $260.0K | 0.24% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,165 | $260.0K | 0.01% | +252+8.7% | Added |