Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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, Q4 2021

Institutional positions in Otis Worldwide Corp as of Dec 31, 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: 1,199; +73 vs. Q3 2021
Shares held: 354.6M; −2.11M (−0.6%) vs. Q3 2021
Total value: $30.9B; +$1.49B (+5.1%) vs. Q3 2021
New holders: 160; 358 more added
Sold out: 87; 475 more reduced

19 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,199 institutions

Value heldQ4 2021: $30.9B

Institutions holding OTIS and their total value by quarter
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, Q4 2021

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2021.

Institutions holding OTIS in Q4 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
HBC Financial Services, PLLC	7	$0	0.00%	−5−41.7%	Reduced
Coastal Capital Group, Inc.	2	$0	0.00%	00.0%	Unchanged
Castle Financial & Retirement Planning Associates, Inc.	4	$0	0.00%	+4	New
PSI Advisors, LLC	2	$0	0.00%	+2	New
Raleigh Capital Management Inc.	5	$0	0.00%	+5	New
Investmark Advisory Group LLC	5	$0	0.00%	+5	New
WestEnd Advisors, LLC	2	$174	0.00%	–	–
Financial Management Professionals, Inc.	14	$1.00K	0.00%	−17−54.8%	Reduced
Syverson Strege & Co	8	$1.00K	0.00%	−12−60.0%	Reduced
Bogart Wealth, LLC	14	$1.00K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	11	$1.00K	0.00%	00.0%	Unchanged
TSFG, LLC	9	$1.00K	0.00%	00.0%	Unchanged
RGT Wealth Advisors, LLC	6	$1.00K	0.00%	+6	New
Aquire Wealth Advisors, LLC	12	$1.00K	0.00%	+12	New
Core Alternative Capital	17	$1.00K	0.00%	+17	New
Atticus Wealth Management, LLC	12	$1.00K	0.00%	+12	New
Outfitter Financial LLC	8	$1.00K	0.00%	+8	New
Steward Financial Group LLC	12	$1.00K	0.00%	+12	New
Morton Brown Family Wealth, LLC	10	$1.00K	0.00%	+10	New
Guardian Wealth Management, Inc.	12	$1.00K	0.00%	+12	New
Tradewinds Capital Management, LLC	25	$2.00K	0.00%	−17−40.5%	Reduced
TD Capital Management LLC	20	$2.00K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	25	$2.00K	0.00%	00.0%	Unchanged
Wagner Wealth Management, LLC	20	$2.00K	0.00%	00.0%	Unchanged
Twin Lakes Capital Management, LLC	22	$2.00K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	23	$2.00K	0.00%	00.0%	Unchanged
Schubert & Co	19	$2.00K	0.00%	+19	New
PFS Partners, LLC	25	$2.20K	0.00%	+25	New
Providence Capital Advisors, LLC	29	$3.00K	0.00%	−58−66.7%	Reduced
Cribstone Capital Management, LLC	32	$3.00K	0.00%	00.0%	Unchanged
Banco de Sabadell, S.A	36	$3.00K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	35	$3.00K	0.00%	+35	New
Global Financial Private Client, LLC	37	$3.22K	0.00%	00.0%	Unchanged
Clearview Wealth Advisors LLC	50	$4.00K	0.00%	−100−66.7%	Reduced
Wolff Wiese Magana LLC	44	$4.00K	0.00%	−12−21.4%	Reduced
Toth Financial Advisory Corp	45	$4.00K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	45	$4.00K	0.00%	−6−11.8%	Reduced
Independence Bank of Kentucky	51	$4.00K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	41	$4.00K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	42	$4.00K	0.00%	+42	New
Ci Investments Inc.	53	$5.00K	0.00%	00.0%	Unchanged
Ellis Investment Partners, LLC	60	$5.00K	0.00%	00.0%	Unchanged
Henrickson Nauta Wealth Advisors, Inc.	64	$5.00K	0.00%	+64	New
Creative Financial Designs Inc	67	$6.00K	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	64	$6.00K	0.00%	00.0%	Unchanged
Tradition Wealth Management, LLC	65	$6.00K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	78	$7.00K	0.00%	−100−56.2%	Reduced
Focused Wealth Management, Inc	83	$7.00K	0.00%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	80	$7.00K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	75	$7.00K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	77	$7.00K	0.00%	+57+285.0%	Added
Kayne Anderson Rudnick Investment Management LLC	79	$7.00K	0.00%	+79	New
Zullo Investment Group, Inc.	85	$7.00K	0.00%	+85	New
JJJ Advisors Inc.	97	$8.00K	0.00%	00.0%	Unchanged
Exchange Traded Concepts, LLC	92	$8.00K	0.00%	+1+1.1%	Added
Larson Financial Group LLC	89	$8.00K	0.00%	00.0%	Unchanged
Ford Financial Group, LLC	100	$8.00K	0.00%	+100	New
Norway Savings Bank	100	$9.00K	0.00%	−13−11.5%	Reduced
Professional Financial Advisors, LLC	108	$9.00K	0.00%	00.0%	Unchanged
First Personal Financial Services	101	$9.00K	0.00%	+1+1.0%	Added
First PREMIER Bank	100	$9.00K	0.00%	00.0%	Unchanged
Sterling Investment Advisors, Ltd.	100	$9.00K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	108	$9.42K	0.01%	+108	New
True Link Financial Advisors, LLC	112	$10.0K	0.00%	−30−21.1%	Reduced
Strategic Asset Management, LLC	111	$10.0K	0.01%	00.0%	Unchanged
Shore Point Advisors, LLC	111	$10.0K	0.01%	+111	New
Tarbox Family Office, Inc.	130	$11.0K	0.00%	−1−0.8%	Reduced
Lumature Wealth Partners, LLC	121	$11.0K	0.00%	00.0%	Unchanged
Covestor Ltd	127	$11.0K	0.02%	+127	New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	148	$12.0K	0.00%	−105−41.5%	Reduced
Rosenberg Matthew Hamilton	142	$12.0K	0.00%	00.0%	Unchanged
Selective Wealth Management, Inc.	154	$13.0K	0.01%	00.0%	Unchanged
Annapolis Financial Services, LLC	150	$13.0K	0.00%	00.0%	Unchanged
FSB Premier Wealth Management, Inc.	150	$13.0K	0.01%	+150	New
Operose Advisors LLC	150	$13.0K	0.01%	+150	New
Private Ocean, LLC	165	$14.0K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	155	$14.0K	0.01%	+2+1.3%	Added
Lenox Wealth Advisors, LLC	164	$14.0K	0.00%	+101+160.3%	Added
Level Financial Advisors, Inc.	160	$14.0K	0.01%	+160	New
Richwood Investment Advisors, LLC	164	$14.0K	0.01%	+164	New
Tortoise Investment Management, LLC	175	$15.0K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	171	$15.0K	0.00%	00.0%	Unchanged
Financial Perspectives, Inc	180	$15.7K	0.01%	00.0%	Unchanged
Hall Laurie J Trustee	189	$16.0K	0.01%	00.0%	Unchanged
Sittner & Nelson, LLC	184	$16.0K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	186	$16.0K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	185	$16.0K	0.00%	+60+48.0%	Added
Assetmark, Inc	182	$16.0K	0.00%	+163+857.9%	Added
Masso Torrence Wealth Management Inc.	184	$16.0K	0.01%	+184	New
Westside Investment Management, Inc.	196	$17.0K	0.00%	00.0%	Unchanged
Earnest Partners LLC	196	$17.0K	0.00%	+168+600.0%	Added
Fortitude Advisory Group L.L.C.	194	$17.0K	0.01%	+194	New
Bell Investment Advisors, Inc	207	$18.0K	0.00%	−12−5.5%	Reduced
Thompson Siegel & Walmsley LLC	208	$18.0K	0.00%	00.0%	Unchanged
Pinnacle Financial Partners Inc	205	$18.0K	0.00%	00.0%	Unchanged
Endurance Wealth Management, Inc.	205	$18.0K	0.00%	00.0%	Unchanged
Old Second National Bank of Aurora	300	$19.0K	0.01%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	214	$19.0K	0.01%	+164+328.0%	Added
Arcadia Investment Management Corp	217	$19.0K	0.00%	+217	New
Riggs Asset Managment Co. Inc.	231	$20.0K	0.01%	00.0%	Unchanged