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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bradley & Co. Private Wealth Management, LLC | 230 | $20.0K | 0.02% | 00.0% | Unchanged |
| TAP Consulting, LLC | 225 | $20.0K | 0.00% | +225 | New |
| JNBA Financial Advisors | 253 | $22.0K | 0.00% | +8+3.3% | Added |
| Kelly Financial Services LLC | 259 | $22.6K | 0.01% | +1+0.4% | Added |
| Costello Asset Management, INC | 262 | $23.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 287 | $25.0K | 0.01% | −40−12.2% | Reduced |
| Glen Eagle Advisors, LLC | 295 | $25.7K | 0.01% | −20−6.3% | Reduced |
| Versant Capital Management, Inc | 314 | $27.0K | 0.01% | −16−4.8% | Reduced |
| Clean Yield Group | 312 | $27.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 315 | $27.0K | 0.01% | +261+483.3% | Added |
| Curi Capital | 317 | $27.0K | 0.00% | +317 | New |
| Plante Moran Financial Advisors, LLC | 318 | $28.0K | 0.00% | −4,093−92.8% | Reduced |
| Antonetti Capital Management LLC | 325 | $28.0K | 0.02% | −50−13.3% | Reduced |
| Gemmer Asset Management LLC | 318 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 319 | $28.0K | 0.00% | +12+3.9% | Added |
| Elmwood Wealth Management, Inc. | 319 | $28.0K | 0.01% | +319 | New |
| Intelligent Financial Strategies | 316 | $28.0K | 0.03% | +316 | New |
| Koshinski Asset Management, Inc. | 331 | $28.8K | 0.00% | −180−35.2% | Reduced |
| First National Bank of South Miami | 330 | $29.0K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 331 | $29.0K | 0.00% | +331 | New |
| Laffer Tengler Investments | 335 | $29.2K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 344 | $30.0K | 0.01% | +14+4.2% | Added |
| West Oak Capital, LLC | 350 | $30.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 400 | $30.0K | 0.00% | +50+14.3% | Added |
| Heritage Wealth Advisors | 350 | $30.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 339 | $30.0K | 0.01% | +172+103.0% | Added |
| Baldwin Brothers Inc | 357 | $31.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 348 | $31.0K | 0.01% | 00.0% | Unchanged |
| Motco | 366 | $32.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 393 | $33.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 379 | $33.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 375 | $33.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 380 | $33.0K | 0.01% | +380 | New |
| West Branch Capital LLC | 396 | $34.0K | 0.01% | −50−11.2% | Reduced |
| HC Financial Advisors Inc | 385 | $34.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 395 | $34.0K | 0.02% | +197+99.5% | Added |
| James Reed Financial Services, Inc. | 400 | $34.0K | 0.03% | +400 | New |
| Gradient Investments LLC | 405 | $35.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 399 | $35.0K | 0.01% | +21+5.6% | Added |
| Andrew Hill Investment Advisors, Inc. | 402 | $35.0K | 0.03% | +402 | New |
| Trustcore Financial Services, LLC | 410 | $36.0K | 0.00% | −653−61.4% | Reduced |
| Duncker Streett & Co Inc | 410 | $36.0K | 0.01% | −44−9.7% | Reduced |
| SRS Capital Advisors, Inc. | 414 | $36.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 409 | $36.0K | 0.02% | +366+851.2% | Added |
| Standard Family Office LLC | 437 | $38.0K | 0.34% | +437 | New |
| CarsonAllaria Wealth Management, Ltd. | 438 | $38.0K | 0.03% | +438 | New |
| Sargent Bickham Lagudis LLC | 462 | $40.0K | 0.00% | −199−30.1% | Reduced |
| Bray Capital Advisors | 462 | $40.0K | 0.01% | −50−9.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 466 | $40.0K | 0.02% | +466 | New |
| Truehand, Inc | 474 | $41.0K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 470 | $41.0K | 0.06% | +470 | New |
| Widmann Financial Services, Inc. | 473 | $41.0K | 0.03% | +473 | New |
| Altshuler Shaham Ltd | 491 | $43.0K | 0.00% | −2,321−82.5% | Reduced |
| Pflug Koory, LLC | 490 | $43.0K | 0.02% | −77−13.6% | Reduced |
| Hexagon Capital Partners LLC | 500 | $44.0K | 0.01% | +33+7.1% | Added |
| Missouri Trust & Investment Co | 519 | $45.0K | 0.03% | +519 | New |
| Old North State Trust, LLC | 555 | $48.0K | 0.03% | −84−13.1% | Reduced |
| Aspire Private Capital, LLC | 559 | $49.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 578 | $50.0K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 570 | $50.0K | 0.00% | +452+383.1% | Added |
| TCI Wealth Advisors, Inc. | 581 | $51.0K | 0.01% | −27−4.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 589 | $51.0K | 0.03% | +1+0.2% | Added |
| Sugarloaf Wealth Management, LLC | 590 | $51.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 582 | $51.0K | 0.00% | +5+0.9% | Added |
| Compagnie Lombard Odier SCmA | 592 | $51.0K | 0.00% | +592 | New |
| AIA Group Ltd | 589 | $51.0K | 0.00% | +589 | New |
| JFS Wealth Advisors, LLC | 596 | $52.0K | 0.00% | +35+6.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 611 | $53.0K | 0.00% | −11−1.8% | Reduced |
| Tompkins Financial Corp | 625 | $54.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 622 | $54.0K | 0.02% | +622 | New |
| Pinnacle Bancorp, Inc. | 632 | $55.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 647 | $56.0K | 0.03% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $57.0K | 0.04% | – | New |
| Freedman Financial Associates, Inc. | 664 | $58.0K | 0.04% | −6−0.9% | Reduced |
| Hoertkorn Richard Charles | 682 | $59.0K | 0.02% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 704 | $61.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 698 | $61.0K | 0.01% | −13−1.8% | Reduced |
| Bellevue Asset Management, LLC | 716 | $62.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 725 | $63.0K | 0.00% | +505+229.5% | Added |
| Paragon Capital Management Ltd | 721 | $63.0K | 0.01% | +721 | New |
| TFC Financial Management | 730 | $64.0K | 0.02% | +1+0.1% | Added |
| Veritas Investment Partners (UK) Ltd. | 800 | $70.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 818 | $71.0K | 0.01% | −167−17.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 822 | $72.0K | 0.01% | 00.0% | Unchanged |
| Oakmont Corp | 830 | $72.0K | 0.01% | +830 | New |
| Acima Private Wealth, LLC | 834 | $73.0K | 0.03% | 00.0% | Unchanged |
| American Research & Management Co. | 837 | $73.0K | 0.02% | +12+1.5% | Added |
| Stonebridge Capital Advisors LLC | 854 | $74.0K | 0.01% | −192−18.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 862 | $75.0K | 0.05% | +862 | New |
| Quent Capital, LLC | 889 | $77.0K | 0.02% | +889 | New |
| First Community Trust NA | 891 | $77.6K | 0.06% | +891 | New |
| Brewin Dolphin Wealth Management Ltd | 900 | $78.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 899 | $78.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 900 | $78.0K | 0.05% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 908 | $79.0K | 0.01% | +1+0.1% | Added |
| Addison Advisors LLC | 911 | $79.0K | 0.05% | +509+126.6% | Added |
| CoreFirst Bank & Trust | 918 | $80.0K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 924 | $80.0K | 0.01% | +21+2.3% | Added |
| Capital Advisors, Ltd. LLC | 922 | $80.0K | 0.01% | +45+5.1% | Added |
| Eagle Bay Advisors LLC | 931 | $81.0K | 0.05% | −705−43.1% | Reduced |