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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,318 | $289.0K | 0.00% | +20+0.6% | Added |
| Argent Capital Management LLC | 3,330 | $290.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,327 | $290.0K | 0.05% | +10.0% | Added |
| CPWM, LLC | 3,539 | $291.0K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,344 | $291.0K | 0.02% | +165+5.2% | Added |
| Western Wealth Management, LLC | 3,403 | $291.0K | 0.03% | +3,403 | New |
| Lowe Brockenbrough & Co Inc | 3,369 | $293.0K | 0.02% | −137−3.9% | Reduced |
| Citizens Business Bank | 3,400 | $296.0K | 0.04% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 3,398 | $296.0K | 0.01% | +3,398 | New |
| Cypress Capital Management LLC (WY) | 3,455 | $301.0K | 0.25% | −62−1.8% | Reduced |
| Altium Wealth Management LLC | 3,464 | $302.0K | 0.02% | −173−4.8% | Reduced |
| Northeast Investment Management | 3,506 | $305.0K | 0.01% | −397−10.2% | Reduced |
| Barings LLC | 3,530 | $307.0K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,527 | $307.0K | 0.03% | +3,527 | New |
| Riverwater Partners LLC | 3,527 | $307.0K | 0.27% | +3,527 | New |
| Farmers National Bank | 3,530 | $307.4K | 0.10% | −95−2.6% | Reduced |
| Fruth Investment Management | 3,540 | $308.0K | 0.08% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,533 | $308.0K | 0.02% | +135+4.0% | Added |
| Sentry Investment Management LLC | 3,547 | $309.0K | 0.08% | −338−8.7% | Reduced |
| Checchi Capital Advisers, LLC | 3,551 | $309.0K | 0.03% | +66+1.9% | Added |
| Sageworth Trust Co of South Dakota | 3,561 | $310.0K | 0.48% | +3,561 | New |
| Boston Family Office LLC | 3,568 | $311.0K | 0.02% | −560−13.6% | Reduced |
| Conning Inc. | 3,577 | $311.0K | 0.01% | −217−5.7% | Reduced |
| Cooper Financial Group | 3,579 | $312.0K | 0.12% | −497−12.2% | Reduced |
| HBK Sorce Advisory LLC | 3,600 | $313.0K | 0.02% | +198+5.8% | Added |
| Virginia Retirement Systems Et Al | 3,600 | $313.0K | 0.00% | +3,600 | New |
| Amplius Wealth Advisors, LLC | 3,600 | $313.0K | 0.04% | +3,600 | New |
| Shelton Capital Management | 3,630 | $316.0K | 0.01% | −6,000−62.3% | Reduced |
| MEMBERS Trust Co | 3,627 | $316.0K | 0.01% | +54+1.5% | Added |
| S.A. Mason LLC | 3,626 | $316.0K | 0.19% | 00.0% | Unchanged |
| David Loasby | 3,663 | $319.0K | 0.04% | +5+0.1% | Added |
| Harbor Investment Advisory, LLC | 3,668 | $319.0K | 0.04% | +358+10.8% | Added |
| Valeo Financial Advisors, LLC | 3,675 | $320.0K | 0.02% | −728−16.5% | Reduced |
| Burleson & Company, LLC | 3,673 | $320.0K | 0.05% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,682 | $321.0K | 0.11% | +388+11.8% | Added |
| Brighton Jones LLC | 3,693 | $322.0K | 0.02% | +528+16.7% | Added |
| Wade G W & Inc | 3,715 | $323.0K | 0.01% | −141−3.7% | Reduced |
| Surevest, LLC | 3,709 | $323.0K | 0.08% | −103−2.7% | Reduced |
| DCM Advisors, LLC | 3,728 | $325.0K | 0.10% | +225+6.4% | Added |
| NorthRock Partners, LLC | 3,732 | $325.0K | 0.02% | +261+7.5% | Added |
| Metis Global Partners, LLC | 3,726 | $325.0K | 0.09% | +3,726 | New |
| Douglass Winthrop Advisors, LLC | 3,759 | $327.0K | 0.01% | −350−8.5% | Reduced |
| Moneta Group Investment Advisors LLC | 3,756 | $327.0K | 0.01% | −60−1.6% | Reduced |
| Deseret Mutual Benefit Administrators | 3,766 | $328.0K | 0.06% | +966+34.5% | Added |
| Kistler-Tiffany Companies, LLC | 3,776 | $329.0K | 0.06% | +10.0% | Added |
| Resources Management Corp | 3,793 | $330.0K | 0.04% | −2,424−39.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,813 | $332.0K | 0.04% | −30−0.8% | Reduced |
| LVW Advisors, LLC | 3,809 | $332.0K | 0.06% | +420+12.4% | Added |
| Signaturefd, LLC | 3,860 | $336.0K | 0.01% | +73+1.9% | Added |
| Boyd Watterson Asset Management LLC | 3,874 | $337.0K | 0.11% | −249−6.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,880 | $338.0K | 0.04% | −12,138−75.8% | Reduced |
| Virtue Capital Management, LLC | 3,882 | $338.0K | 0.05% | −128−3.2% | Reduced |
| Northwest Bancshares, Inc. | 3,880 | $338.0K | 0.07% | −39−1.0% | Reduced |
| Winning Points Advisors, LLC | 2,600 | $339.0K | 0.25% | +2,600 | New |
| Frontier Wealth Management LLC | 3,919 | $341.0K | 0.02% | +130+3.4% | Added |
| Washington Trust Advisors, Inc. | 3,956 | $344.0K | 0.02% | +3,956 | New |
| Sound View Wealth Advisors Group, LLC | 3,960 | $345.0K | 0.07% | +43+1.1% | Added |
| Aberdeen Wealth Management LLC | 3,974 | $346.0K | 0.23% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,990 | $347.0K | 0.03% | +130+3.4% | Added |
| Heritage Way Advisors, LLC | 4,000 | $348.0K | 0.13% | 00.0% | Unchanged |
| Metatron Capital SICAV plc | 4,000 | $348.2K | 0.33% | +4,000 | New |
| Focus Financial Network, Inc. | 4,003 | $348.5K | 0.05% | +229+6.1% | Added |
| Court Place Advisors, LLC | 4,013 | $349.0K | 0.10% | −16−0.4% | Reduced |
| Bennicas & Associates, Inc. | 4,008 | $349.0K | 0.18% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,004 | $349.0K | 0.03% | +1,457+57.2% | Added |
| First National Trust Co | 4,020 | $350.0K | 0.02% | −545−11.9% | Reduced |
| SlateStone Wealth, LLC | 4,021 | $350.0K | 0.07% | +1,045+35.1% | Added |
| Bard Financial Services, Inc. | 4,040 | $352.0K | 0.03% | 00.0% | Unchanged |
| Westport Asset Management Inc | 4,127 | $355.0K | 0.16% | 00.0% | Unchanged |
| Covington Capital Management | 4,085 | $356.0K | 0.01% | −250−5.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $356.0K | 0.11% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,369 | $359.0K | 0.03% | −12−0.3% | Reduced |
| Atwood & Palmer Inc | 4,125 | $359.0K | 0.03% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 4,151 | $361.0K | 0.13% | −20−0.5% | Reduced |
| Sun Life Financial INC | 4,161 | $362.0K | 0.01% | +227+5.8% | Added |
| Carroll Financial Associates, Inc. | 4,196 | $363.0K | 0.02% | +18+0.4% | Added |
| First City Capital Management, Inc. | 4,417 | $364.0K | 0.20% | −763−14.7% | Reduced |
| Clearstead Advisors, LLC | 4,193 | $365.0K | 0.02% | −396−8.6% | Reduced |
| United Bank | 4,203 | $366.0K | 0.04% | −50−1.2% | Reduced |
| NTV Asset Management LLC | 4,214 | $367.0K | 0.06% | −157−3.6% | Reduced |
| Concentric Wealth Management, LLC | 4,225 | $368.0K | 0.10% | 00.0% | Unchanged |
| Collective Family Office LLC | 4,248 | $370.0K | 0.15% | −471−10.0% | Reduced |
| ICW Investment Advisors LLC | 4,278 | $372.0K | 0.21% | +911+27.1% | Added |
| Veriti Management LLC | 4,287 | $373.0K | 0.05% | −10−0.2% | Reduced |
| Drexel Morgan & Co. | 4,288 | $373.0K | 0.11% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,281 | $373.0K | 0.04% | +26+0.6% | Added |
| Rafferty Asset Management, LLC | 4,300 | $374.0K | 0.00% | −1,727−28.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $374.0K | 0.11% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,315 | $376.0K | 0.00% | −80−1.8% | Reduced |
| New England Guild Wealth Advisors, Inc. | 4,337 | $378.0K | 0.19% | +4,337 | New |
| Quadrature Capital Ltd | 4,346 | $378.0K | 0.02% | +4,346 | New |
| Mountain Pacific Investment Advisers Inc | 4,373 | $381.0K | 0.02% | −100−2.2% | Reduced |
| Roberts Capital Advisors, LLC | 4,374 | $381.0K | 0.36% | +4,374 | New |
| Penobscot Investment Management Company, Inc. | 4,424 | $386.0K | 0.05% | −356−7.4% | Reduced |
| Siemens Fonds Invest GmbH | 4,469 | $386.0K | 0.03% | +53+1.2% | Added |
| American National Registered Investment Advisor, Inc. | 4,440 | $387.0K | 0.13% | −10.0% | Reduced |
| Rockbridge Investment Management, LCC | 4,450 | $387.0K | 0.06% | +3,889+693.2% | Added |
| Azimuth Capital Management LLC | 4,462 | $389.0K | 0.02% | −175−3.8% | Reduced |
| Financial Advisory Group | 4,468 | $389.0K | 0.08% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4,508 | $389.3K | 0.13% | 00.0% | Unchanged |