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 |
|---|---|---|---|---|---|
| Regent Investment Management LLC | 2,449 | $213.0K | 0.05% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 2,450 | $213.0K | 0.06% | +2,450 | New |
| Wealthspire Advisors, LLC | 2,455 | $214.0K | 0.00% | −350−12.5% | Reduced |
| Mirova | 2,491 | $216.0K | 0.03% | +2,491 | New |
| New England Research & Management, Inc. | 2,525 | $217.0K | 0.10% | −100−3.8% | Reduced |
| Aveo Capital Partners, LLC | 2,494 | $217.0K | 0.04% | −13−0.5% | Reduced |
| Arrow Financial Corp | 2,488 | $217.0K | 0.03% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 2,514 | $219.0K | 0.04% | −1,351−35.0% | Reduced |
| Gamble Jones Investment Counsel | 2,517 | $219.0K | 0.01% | −580−18.7% | Reduced |
| Kovack Advisors, Inc. | 2,517 | $219.0K | 0.02% | −37−1.4% | Reduced |
| Becker Capital Management Inc | 2,516 | $219.0K | 0.01% | −24−0.9% | Reduced |
| Quest Capital Management Inc | 2,518 | $219.0K | 0.04% | +2,518 | New |
| D'Orazio & Associates, Inc. | 2,522 | $220.0K | 0.05% | +2+0.1% | Added |
| Schnieders Capital Management LLC | 2,534 | $221.0K | 0.05% | +2,534 | New |
| CX Institutional | 2,548 | $222.0K | 0.02% | +116+4.8% | Added |
| Cobblestone Capital Advisors LLC | 2,564 | $223.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,582 | $225.0K | 0.03% | +60+2.4% | Added |
| Seven Eight Capital, LP | 2,592 | $226.0K | 0.04% | −13,198−83.6% | Reduced |
| Advisor OS, LLC | 2,594 | $226.0K | 0.05% | +3+0.1% | Added |
| Leavell Investment Management, Inc. | 2,612 | $227.0K | 0.02% | −47−1.8% | Reduced |
| Asset Dedication, LLC | 2,587 | $228.0K | 0.03% | −184−6.6% | Reduced |
| Cullen Capital Management LLC | 2,646 | $230.0K | 0.00% | −964−26.7% | Reduced |
| Prospera Financial Services Inc | 2,635 | $230.0K | 0.01% | −48−1.8% | Reduced |
| Associated Banc-Corp | 2,652 | $231.0K | 0.01% | +12+0.5% | Added |
| Montis Financial, LLC | 2,652 | $231.0K | 0.17% | +69+2.7% | Added |
| Financial Advocates Investment Management | 2,551 | $233.0K | 0.02% | +2,551 | New |
| Prescott Group Capital Management, L.L.C. | 2,700 | $235.0K | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,693 | $235.0K | 0.01% | +2,693 | New |
| Bluefin Capital Management, LLC | 2,700 | $235.0K | 0.02% | +2,700 | New |
| Machina Capital S.A.S. | 2,715 | $236.0K | 0.57% | +2,715 | New |
| Anchor Investment Management, LLC | 2,717 | $236.6K | 0.03% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,726 | $237.0K | 0.04% | −50−1.8% | Reduced |
| Aevitas Wealth Management, Inc. | 2,761 | $240.0K | 0.14% | +4+0.1% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $241.0K | 0.29% | +2,765 | New |
| Brookstone Capital Management | 2,864 | $242.0K | 0.00% | −309−9.7% | Reduced |
| Mairs & Power Inc | 2,784 | $242.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,779 | $242.0K | 0.03% | +362+15.0% | Added |
| Laird Norton Trust Company, LLC | 2,814 | $245.0K | 0.02% | +2,814 | New |
| Orion Portfolio Solutions, LLC | 2,831 | $246.0K | 0.01% | +3+0.1% | Added |
| Sequoia Financial Advisors, LLC | 2,821 | $246.0K | 0.01% | +2,821 | New |
| Crawford Investment Counsel Inc | 2,850 | $248.0K | 0.00% | −144−4.8% | Reduced |
| Tiedemann Advisors, LLC | 2,857 | $248.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2,861 | $249.0K | 0.04% | −6−0.2% | Reduced |
| Howland Capital Management LLC | 2,879 | $251.0K | 0.01% | −423−12.8% | Reduced |
| Calamos Wealth Management LLC | 2,878 | $251.0K | 0.02% | +47+1.7% | Added |
| Engine No. 1 LLC | 2,907 | $253.0K | 0.05% | +2,907 | New |
| Capital Analysts, LLC | 2,916 | $254.0K | 0.02% | −174−5.6% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 2,922 | $254.0K | 0.06% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,916 | $254.0K | 0.05% | +2,916 | New |
| Independent Advisor Alliance | 2,924 | $255.0K | 0.01% | −169−5.5% | Reduced |
| Lido Advisors, LLC | 2,930 | $255.0K | 0.00% | +71+2.5% | Added |
| Kore Private Wealth LLC | 2,944 | $256.0K | 0.03% | −2,017−40.7% | Reduced |
| Geneos Wealth Management Inc. | 2,958 | $257.0K | 0.01% | −12−0.4% | Reduced |
| Farmers Trust Co | 2,952 | $257.0K | 0.05% | −5−0.2% | Reduced |
| Avantax Planning Partners, Inc. | 2,967 | $258.0K | 0.01% | +93+3.2% | Added |
| Coastal Bridge Advisors, LLC | 3,414 | $259.0K | 0.05% | +3,414 | New |
| Meridian Wealth Management, LLC | 2,988 | $260.0K | 0.03% | −10.0% | Reduced |
| St Germain D J Co Inc | 2,998 | $261.0K | 0.01% | −206−6.4% | Reduced |
| Systematic Financial Management LP | 3,000 | $261.0K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,007 | $261.0K | 0.01% | +2+0.1% | Added |
| St. Louis Trust Co | 3,000 | $261.0K | 0.06% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $261.0K | 0.04% | 00.0% | Unchanged |
| Essex Savings Bank | 3,025 | $263.0K | 0.09% | −242−7.4% | Reduced |
| Resonant Capital Advisors, LLC | 3,015 | $263.0K | 0.04% | +59+2.0% | Added |
| Modera Wealth Management, LLC | 3,021 | $263.0K | 0.01% | +3,021 | New |
| LCM Capital Management Inc | 3,031 | $264.0K | 0.20% | −21−0.7% | Reduced |
| Breiter Capital Management Inc | 3,041 | $265.0K | 0.13% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,044 | $265.0K | 0.05% | +75+2.5% | Added |
| Oppenheimer Asset Management Inc. | 3,074 | $267.0K | 0.00% | −613−16.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 3,078 | $268.0K | 0.03% | +117+4.0% | Added |
| Legacy Bridge, LLC | 3,076 | $268.0K | 0.14% | +235+8.3% | Added |
| Pring Turner Capital Group Inc | 3,075 | $268.0K | 0.24% | +3,075 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,085 | $269.0K | 0.01% | 00.0% | Unchanged |
| Spinnaker Trust | 3,087 | $269.0K | 0.02% | +363+13.3% | Added |
| Laurel Wealth Advisors LLC | 3,098 | $270.0K | 0.06% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,102 | $270.0K | 0.06% | +17+0.6% | Added |
| Hancock Whitney Corp | 3,109 | $271.0K | 0.01% | −100−3.1% | Reduced |
| Ancora Advisors, LLC | 3,112 | $271.0K | 0.01% | −50−1.6% | Reduced |
| Adirondack Trust Co | 3,147 | $274.0K | 0.13% | −222−6.6% | Reduced |
| WBH Advisory Inc | 3,152 | $274.0K | 0.03% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,162 | $275.0K | 0.23% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,153 | $275.0K | 0.09% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,157 | $275.0K | 0.04% | +51+1.6% | Added |
| NEXT Financial Group, Inc | 3,185 | $277.0K | 0.02% | −5−0.2% | Reduced |
| Goelzer Investment Management, Inc. | 3,208 | $279.0K | 0.02% | +58+1.8% | Added |
| Davidson Trust Co | 3,210 | $279.0K | 0.19% | +550+20.7% | Added |
| M&G Investment Management Ltd | 3,205 | $279.0K | 0.00% | +623+24.1% | Added |
| NTB Financial Corp | 3,214 | $280.0K | 0.20% | +3,214 | New |
| Reynders McVeigh Capital Management, LLC | 3,233 | $281.0K | 0.02% | +243+8.1% | Added |
| Baker Ellis Asset Management LLC | 3,238 | $282.0K | 0.05% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 3,245 | $282.5K | 0.03% | +312+10.6% | Added |
| Institutional & Family Asset Management, LLC | 3,255 | $283.0K | 0.04% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 3,248 | $283.0K | 0.03% | +247+8.2% | Added |
| Founders Financial Securities LLC | 3,265 | $284.0K | 0.05% | +181+5.9% | Added |
| Bailard, Inc. | 3,280 | $286.0K | 0.01% | −122−3.6% | Reduced |
| Congress Wealth Management LLC | 3,285 | $286.0K | 0.01% | +3,285 | New |
| Gillespie Robinson & Grimm Inc | 3,307 | $288.0K | 0.02% | −19−0.6% | Reduced |
| Rothschild Investment Corp | 3,303 | $288.0K | 0.02% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,310 | $288.0K | 0.24% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,319 | $289.0K | 0.01% | −270−7.5% | Reduced |