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 |
|---|---|---|---|---|---|
| Bedel Financial Consulting, Inc. | 934 | $81.0K | 0.03% | −193−17.1% | Reduced |
| M&R Capital Management Inc | 939 | $81.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 943 | $82.0K | 0.01% | +154+19.5% | Added |
| Hudock, Inc. | 961 | $83.0K | 0.02% | +2+0.2% | Added |
| CoreCap Advisors, LLC | 958 | $83.0K | 0.01% | +958 | New |
| Evermay Wealth Management LLC | 968 | $84.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 966 | $84.0K | 0.01% | −5−0.5% | Reduced |
| Horan Securities, Inc. | 966 | $84.0K | 0.05% | +966 | New |
| Zions Bancorporation, N.A. | 980 | $85.0K | 0.01% | −13−1.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 979 | $85.0K | 0.07% | +979 | New |
| Cornerstone Advisory, LLC | 991 | $86.0K | 0.01% | +991 | New |
| PrairieView Partners, LLC | 999 | $87.0K | 0.01% | +127+14.6% | Added |
| SBK Financial, Inc. | 1,000 | $87.0K | 0.07% | +1,000 | New |
| Ulland Investment Advisors, LLC | 1,019 | $89.0K | 0.06% | +1,019 | New |
| Piscataqua Savings Bank | 1,056 | $92.0K | 0.07% | −20−1.9% | Reduced |
| Sageworth Trust Co | 1,070 | $93.0K | 0.01% | −3,564−76.9% | Reduced |
| Oakworth Capital, Inc. | 1,086 | $94.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,075 | $94.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,083 | $94.0K | 0.02% | +150+16.1% | Added |
| FourThought Financial, LLC | 1,086 | $95.0K | 0.01% | +1+0.1% | Added |
| Chilton Capital Management LLC | 1,163 | $101.0K | 0.01% | +1,163 | New |
| Tevis Investment Management | 1,159 | $101.0K | 0.09% | +1,159 | New |
| Gables Capital Management Inc. | 1,175 | $102.0K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,186 | $103.0K | 0.02% | +30+2.6% | Added |
| South Dakota Investment Council | 1,179 | $103.0K | 0.00% | +390+49.4% | Added |
| Sutton Wealth Advisors Inc. | 1,183 | $103.0K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,184 | $103.1K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,200 | $104.0K | 0.06% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,217 | $105.0K | 0.03% | +1,217 | New |
| Seeyond | 1,220 | $106.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,212 | $106.0K | 0.04% | +1,212 | New |
| Clear Perspectives Financial Planning, LLC | 1,231 | $107.0K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,250 | $109.0K | 0.04% | +1,250 | New |
| Stephenson National Bank & Trust | 1,261 | $110.0K | 0.06% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,405 | $110.0K | 0.07% | +1,405 | New |
| Markston International LLC | 1,274 | $111.0K | 0.11% | −799−38.5% | Reduced |
| Hanson & Doremus Investment Management | 1,276 | $111.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,271 | $111.0K | 0.03% | +87+7.3% | Added |
| Ironwood Wealth Management, LLC. | 1,315 | $114.0K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 1,312 | $114.0K | 0.05% | +58+4.6% | Added |
| City State Bank | 1,317 | $115.0K | 0.07% | +1,317 | New |
| Center for Financial Planning, Inc. | 1,340 | $117.0K | 0.02% | +635+90.1% | Added |
| AllSquare Wealth Management LLC | 1,350 | $118.0K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,364 | $118.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,372 | $119.0K | 0.03% | −158−10.3% | Reduced |
| IFP Advisors, Inc | 1,375 | $120.0K | 0.00% | +74+5.7% | Added |
| Mascoma Wealth Management LLC | 1,400 | $122.0K | 0.04% | −55−3.8% | Reduced |
| State of Wyoming | 1,426 | $124.0K | 0.06% | −52−3.5% | Reduced |
| First Command Financial Services, Inc. | 1,438 | $125.0K | 0.02% | −206−12.5% | Reduced |
| Brewin Dolphin Ltd | 1,436 | $125.0K | 0.01% | +536+59.6% | Added |
| Spire Wealth Management | 1,476 | $129.0K | 0.00% | −609−29.2% | Reduced |
| Mystic Asset Management, Inc. | 1,525 | $132.0K | 0.06% | +1,525 | New |
| North Star Investment Management Corp. | 1,544 | $134.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,539 | $134.0K | 0.04% | +1,539 | New |
| First Command Bank | 1,644 | $136.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,570 | $137.0K | 0.01% | −2,508−61.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,594 | $139.0K | 0.09% | −37−2.3% | Reduced |
| Glassman Wealth Services | 1,629 | $142.0K | 0.03% | +50+3.2% | Added |
| Concord Wealth Partners | 1,627 | $142.0K | 0.03% | +1,535+1,668.5% | Added |
| Edmond de Rothschild Holding S.A. | 1,725 | $150.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,830 | $159.0K | 0.08% | +63+3.6% | Added |
| BDO Wealth Advisors, LLC | 1,826 | $159.0K | 0.02% | +135+8.0% | Added |
| Massmutual Trust Co FSB | 1,903 | $166.0K | 0.01% | −1,023−35.0% | Reduced |
| Penserra Capital Management LLC | 1,914 | $166.0K | 0.00% | +353+22.6% | Added |
| Snowden Capital Advisors LLC | 1,928 | $167.0K | 0.01% | −5,610−74.4% | Reduced |
| Allworth Financial LP | 1,923 | $167.0K | 0.00% | +166+9.4% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,965 | $171.0K | 0.06% | +1,965 | New |
| Vectors Research Management, LLC | 1,973 | $172.0K | 0.04% | +50+2.6% | Added |
| Community Bank, N.A. | 2,008 | $175.0K | 0.02% | −652−24.5% | Reduced |
| Smithfield Trust Co | 2,055 | $175.0K | 0.01% | −10.0% | Reduced |
| Dark Forest Capital Management LP | 2,016 | $176.0K | 0.06% | +2,016 | New |
| Acropolis Investment Management, LLC | 2,039 | $178.0K | 0.02% | +10.0% | Added |
| Loomis Sayles & Co L P | 2,078 | $181.0K | 0.00% | +134+6.9% | Added |
| Manchester Capital Management LLC | 2,085 | $182.0K | 0.02% | +14+0.7% | Added |
| Thomas White International Ltd | 2,170 | $189.0K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,214 | $192.8K | 0.03% | −236−9.6% | Reduced |
| DuPont Capital Management Corp | 2,275 | $198.0K | 0.01% | −11,655−83.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,314 | $201.0K | 0.00% | −190−7.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,310 | $201.0K | 0.04% | −147−6.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,307 | $201.0K | 0.10% | −112−4.6% | Reduced |
| Pittenger & Anderson Inc | 2,305 | $201.0K | 0.01% | +1,379+148.9% | Added |
| Baxter Bros Inc | 2,315 | $202.0K | 0.03% | +2,315 | New |
| O'Shaughnessy Asset Management, LLC | 2,334 | $203.0K | 0.00% | −666−22.2% | Reduced |
| First Financial Corp | 2,334 | $203.0K | 0.12% | −20−0.8% | Reduced |
| Bridgewater Advisors Inc. | 2,333 | $203.0K | 0.04% | +2,333 | New |
| Teza Capital Management LLC | 2,346 | $204.0K | 0.05% | −14,736−86.3% | Reduced |
| Founders Capital Management, LLC | 2,342 | $204.0K | 0.04% | +2,342 | New |
| Regal Wealth Group, Inc. | 2,346 | $204.0K | 0.11% | +2,346 | New |
| Grove Bank & Trust | 2,335 | $204.0K | 0.04% | +2,335 | New |
| Heritage Trust Co | 2,350 | $205.0K | 0.03% | +2,350 | New |
| Hilltop Holdings Inc. | 2,369 | $207.0K | 0.02% | −82−3.3% | Reduced |
| SignalPoint Asset Management, LLC | 2,386 | $207.0K | 0.06% | −74−3.0% | Reduced |
| Clear Harbor Asset Management, LLC | 2,387 | $208.0K | 0.02% | +2,387 | New |
| Laurel Wealth Advisors, Inc. | 2,384 | $208.0K | 0.02% | +2,384 | New |
| Leonteq Securities AG | 2,391 | $208.2K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 2,408 | $210.0K | 0.03% | +2,408 | New |
| Valmark Advisers, Inc. | 2,425 | $211.0K | 0.00% | +2,425 | New |
| Optimum Investment Advisors | 2,434 | $212.0K | 0.08% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2,437 | $212.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,439 | $212.0K | 0.01% | +2,439 | New |