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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 3,103 | $260.0K | 0.00% | +3,103 | New |
| Goelzer Investment Management, Inc. | 3,150 | $259.0K | 0.02% | −460−12.7% | Reduced |
| WBH Advisory Inc | 3,152 | $259.0K | 0.03% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,153 | $259.0K | 0.10% | 00.0% | Unchanged |
| Brookstone Capital Management | 3,173 | $258.0K | 0.00% | +551+21.0% | Added |
| Wolverine Trading, LLC | 3,078 | $256.0K | 0.01% | −3,826−55.4% | Reduced |
| Soltis Investment Advisors LLC | 3,106 | $256.0K | 0.04% | +13+0.4% | Added |
| Laurel Wealth Advisors LLC | 3,098 | $255.0K | 0.06% | −470−13.2% | Reduced |
| Gamble Jones Investment Counsel | 3,097 | $255.0K | 0.02% | −140−4.3% | Reduced |
| Independent Advisor Alliance | 3,093 | $255.0K | 0.01% | +3,093 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,085 | $254.0K | 0.01% | −750−19.6% | Reduced |
| Capital Analysts, LLC | 3,090 | $254.0K | 0.02% | −471−13.2% | Reduced |
| 9258 Wealth Management, LLC | 3,085 | $254.0K | 0.07% | +2+0.1% | Added |
| Founders Financial Securities LLC | 3,084 | $254.0K | 0.05% | +70+2.3% | Added |
| LCM Capital Management Inc | 3,052 | $251.0K | 0.21% | −61−2.0% | Reduced |
| Breiter Capital Management Inc | 3,041 | $250.0K | 0.14% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $247.0K | 0.07% | −658−18.0% | Reduced |
| Forbes J M & Co LLP | 3,001 | $247.0K | 0.03% | −30−1.0% | Reduced |
| Systematic Financial Management LP | 3,000 | $247.0K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $247.0K | 0.04% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,000 | $247.0K | 0.01% | +1,279+74.3% | Added |
| Parallax Volatility Advisers, L.P. | 3,000 | $247.0K | 0.00% | +3,000 | New |
| Waldron Private Wealth LLC | 3,005 | $247.0K | 0.01% | +3,005 | New |
| Reynders McVeigh Capital Management, LLC | 2,990 | $246.0K | 0.02% | −87−2.8% | Reduced |
| Meridian Wealth Management, LLC | 2,989 | $246.0K | 0.03% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,994 | $246.0K | 0.01% | +67+2.3% | Added |
| Geneos Wealth Management Inc. | 2,970 | $245.0K | 0.01% | −2−0.1% | Reduced |
| SlateStone Wealth, LLC | 2,976 | $245.0K | 0.06% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 2,981 | $245.0K | 0.01% | +117+4.1% | Added |
| Farmers National Bank | 3,625 | $244.9K | 0.10% | +3,625 | New |
| Dixon Hubard Feinour & Brown Inc | 2,961 | $244.0K | 0.05% | −1,216−29.1% | Reduced |
| Capital Planning Advisors, LLC | 2,969 | $244.0K | 0.05% | 00.0% | Unchanged |
| Farmers Trust Co | 2,957 | $244.0K | 0.05% | −10−0.3% | Reduced |
| Resonant Capital Advisors, LLC | 2,956 | $243.0K | 0.04% | +53+1.8% | Added |
| Fishman Jay A Ltd | 2,933 | $241.3K | 0.03% | −1,850−38.7% | Reduced |
| Verition Fund Management LLC | 2,935 | $241.0K | 0.00% | −27,652−90.4% | Reduced |
| Massmutual Trust Co FSB | 2,926 | $241.0K | 0.01% | −163−5.3% | Reduced |
| Meeder Asset Management Inc | 2,924 | $241.0K | 0.01% | +612+26.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 2,922 | $240.0K | 0.06% | −112−3.7% | Reduced |
| Tiedemann Advisors, LLC | 2,857 | $236.0K | 0.01% | −216−7.0% | Reduced |
| Institute for Wealth Management, LLC. | 2,867 | $236.0K | 0.04% | −30−1.0% | Reduced |
| Avantax Planning Partners, Inc. | 2,874 | $236.0K | 0.01% | +9+0.3% | Added |
| Lido Advisors, LLC | 2,859 | $235.0K | 0.01% | +2,859 | New |
| Legacy Bridge, LLC | 2,841 | $234.0K | 0.13% | −10−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 2,828 | $233.0K | 0.01% | −1,093−27.9% | Reduced |
| True North Advisors, LLC | 2,839 | $233.0K | 0.05% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 2,831 | $233.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 2,812 | $233.0K | 0.00% | +2,722+3,024.4% | Added |
| Wealthspire Advisors, LLC | 2,805 | $231.0K | 0.00% | +2,805 | New |
| Douglas Lane & Associates, LLC | 2,796 | $230.0K | 0.00% | −255−8.4% | Reduced |
| Deseret Mutual Benefit Administrators | 2,800 | $230.0K | 0.04% | +2,299+458.9% | Added |
| Mairs & Power Inc | 2,784 | $229.0K | 0.00% | −250−8.2% | Reduced |
| Proffitt & Goodson Inc | 2,776 | $228.0K | 0.04% | −14−0.5% | Reduced |
| Asset Dedication, LLC | 2,771 | $228.0K | 0.03% | +10.0% | Added |
| Aevitas Wealth Management, Inc. | 2,757 | $227.0K | 0.14% | +5+0.2% | Added |
| New England Research & Management, Inc. | 2,625 | $226.0K | 0.12% | −7,725−74.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,730 | $225.0K | 0.03% | +2,730 | New |
| Spinnaker Trust | 2,724 | $224.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,717 | $223.6K | 0.03% | −17−0.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 2,700 | $222.0K | 0.06% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,683 | $221.0K | 0.01% | +2,683 | New |
| Community Bank, N.A. | 2,660 | $219.0K | 0.03% | −1,175−30.6% | Reduced |
| Davidson Trust Co | 2,660 | $219.0K | 0.17% | −141−5.0% | Reduced |
| Leavell Investment Management, Inc. | 2,659 | $219.0K | 0.02% | +2,659 | New |
| Associated Banc-Corp | 2,640 | $218.0K | 0.01% | −21−0.8% | Reduced |
| Advisor OS, LLC | 2,591 | $213.0K | 0.05% | +2+0.1% | Added |
| M&G Investment Management Ltd | 2,582 | $212.0K | 0.00% | −788−23.4% | Reduced |
| Montis Financial, LLC | 2,583 | $212.0K | 0.18% | −370−12.5% | Reduced |
| Cobblestone Capital Advisors LLC | 2,564 | $211.0K | 0.01% | −50−1.9% | Reduced |
| Kovack Advisors, Inc. | 2,554 | $210.0K | 0.02% | −196−7.1% | Reduced |
| Ellevest, Inc. | 2,547 | $210.0K | 0.02% | +492+23.9% | Added |
| Becker Capital Management Inc | 2,540 | $209.0K | 0.01% | +2,540 | New |
| Kempen Capital Management N.V. | 2,515 | $207.0K | 0.01% | −38,679−93.9% | Reduced |
| Charter Oak Capital Management, LLC | 2,522 | $207.0K | 0.03% | +51+2.1% | Added |
| D'Orazio & Associates, Inc. | 2,520 | $207.0K | 0.05% | +77+3.2% | Added |
| Aveo Capital Partners, LLC | 2,507 | $206.0K | 0.04% | +15+0.6% | Added |
| Buckingham Strategic Wealth, LLC | 2,504 | $206.0K | 0.00% | +2,504 | New |
| Arrow Financial Corp | 2,488 | $205.0K | 0.03% | 00.0% | Unchanged |
| Berkshire Bank | 2,478 | $204.0K | 0.05% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,451 | $202.0K | 0.02% | −120−4.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,457 | $202.0K | 0.04% | −12−0.5% | Reduced |
| Regent Investment Management LLC | 2,449 | $202.0K | 0.05% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 2,460 | $202.0K | 0.06% | +2,460 | New |
| Estabrook Capital Management | 2,450 | $201.6K | 0.03% | −547−18.3% | Reduced |
| Optimum Investment Advisors | 2,434 | $200.0K | 0.08% | −125−4.9% | Reduced |
| Logan Capital Management Inc | 2,437 | $200.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 2,432 | $200.0K | 0.02% | +62+2.6% | Added |
| Fernwood Investment Management, LLC | 2,436 | $200.0K | 0.07% | +2,436 | New |
| Carmichael Hill & Associates, Inc. | 2,419 | $199.0K | 0.11% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,417 | $199.0K | 0.03% | +76+3.2% | Added |
| Leonteq Securities AG | 2,391 | $196.7K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 2,354 | $194.0K | 0.13% | +670+39.8% | Added |
| Thomas White International Ltd | 2,170 | $179.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 2,085 | $172.0K | 0.00% | +299+16.7% | Added |
| Markston International LLC | 2,073 | $171.0K | 0.16% | −3,168−60.4% | Reduced |
| Manchester Capital Management LLC | 2,071 | $170.0K | 0.02% | +36+1.8% | Added |
| Neo Ivy Capital Management | 2,981 | $169.0K | 0.19% | +2,981 | New |
| Smithfield Trust Co | 2,056 | $168.0K | 0.01% | 00.0% | Unchanged |
| Agf Investments Inc. | 2,000 | $165.0K | 0.00% | −328−14.1% | Reduced |
| Acropolis Investment Management, LLC | 2,038 | $164.0K | 0.02% | +10.0% | Added |