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 |
|---|---|---|---|---|---|
| Compton Capital Management Inc | 4,479 | $390.0K | 0.10% | −166−3.6% | Reduced |
| Sovereign Financial Group, Inc. | 4,519 | $393.0K | 0.16% | −153−3.3% | Reduced |
| TCTC Holdings, LLC | 4,523 | $393.0K | 0.02% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 4,547 | $396.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,544 | $396.0K | 0.22% | +4,544 | New |
| Alpha Paradigm Partners, LLC | 4,564 | $397.0K | 0.16% | −183−3.9% | Reduced |
| Pointe Capital Management LLC | 4,576 | $398.0K | 0.25% | −200−4.2% | Reduced |
| Centaurus Financial, Inc. | 4,580 | $399.0K | 0.03% | +3,039+197.2% | Added |
| Warther Private Wealth, LLC | 4,678 | $400.0K | 0.30% | −13−0.3% | Reduced |
| Chemung Canal Trust Co | 4,609 | $401.0K | 0.07% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,607 | $401.0K | 0.17% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 4,622 | $402.0K | 0.20% | +38+0.8% | Added |
| Cape Cod Five Cents Savings Bank | 4,690 | $408.0K | 0.04% | −316−6.3% | Reduced |
| Private Capital Group, LLC | 4,724 | $411.0K | 0.09% | −90−1.9% | Reduced |
| Colony Group LLC | 4,731 | $412.0K | 0.01% | −73−1.5% | Reduced |
| Enterprise Financial Services Corp | 4,748 | $413.0K | 0.06% | −420−8.1% | Reduced |
| Peoples Financial Services Corp. | 4,737 | $413.0K | 0.16% | −110−2.3% | Reduced |
| Advisory Services Network, LLC | 4,800 | $417.0K | 0.01% | −3,919−44.9% | Reduced |
| 1st Source Bank | 4,786 | $417.0K | 0.02% | +38+0.8% | Added |
| Fox Run Management, L.L.C. | 4,796 | $418.0K | 0.25% | −1,502−23.8% | Reduced |
| SeaCrest Wealth Management, LLC | 4,809 | $419.0K | 0.05% | −40−0.8% | Reduced |
| BKD Wealth Advisors, LLC | 4,833 | $421.0K | 0.02% | −354−6.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,856 | $423.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,892 | $426.0K | 0.03% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 4,903 | $427.0K | 0.27% | −85−1.7% | Reduced |
| Bank of the West | 4,923 | $429.0K | 0.04% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 4,934 | $430.0K | 0.02% | +4,934 | New |
| Boston Financial Mangement LLC | 4,962 | $432.0K | 0.02% | −67−1.3% | Reduced |
| Colonial Trust Advisors | 4,975 | $433.0K | 0.05% | 00.0% | Unchanged |
| Gifford Fong Associates | 5,000 | $435.0K | 0.08% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,006 | $436.0K | 0.02% | −174−3.4% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 5,070 | $441.0K | 0.64% | −25−0.5% | Reduced |
| Point72 Hong Kong Ltd | 5,081 | $442.0K | 0.04% | −29,694−85.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 5,083 | $443.0K | 0.12% | +315+6.6% | Added |
| Fiduciary Group LLC | 5,135 | $447.0K | 0.05% | −219−4.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,156 | $449.0K | 0.02% | −140−2.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,159 | $449.0K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 5,157 | $449.0K | 0.01% | +316+6.5% | Added |
| J.W. Cole Advisors, Inc. | 5,170 | $450.0K | 0.03% | −2,826−35.3% | Reduced |
| Capital City Trust Co | 5,197 | $453.0K | 0.13% | −379−6.8% | Reduced |
| Bull Street Advisors, LLC | 5,197 | $453.0K | 0.22% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,206 | $453.0K | 0.03% | +159+3.2% | Added |
| Foster & Motley Inc | 5,211 | $454.0K | 0.04% | +35+0.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 5,230 | $455.0K | 0.06% | +2,500+91.6% | Added |
| TD Waterhouse Canada Inc. | 5,247 | $456.0K | 0.00% | +5,247 | New |
| Charter Trust Co | 5,262 | $459.0K | 0.04% | −441−7.7% | Reduced |
| Change Path, LLC | 5,278 | $460.0K | 0.02% | +270+5.4% | Added |
| KCM Investment Advisors LLC | 5,294 | $461.0K | 0.02% | −184−3.4% | Reduced |
| Jump Financial, LLC | 5,300 | $461.0K | 0.03% | +5,300 | New |
| Bath Savings Trust Co | 5,302 | $462.0K | 0.05% | −325−5.8% | Reduced |
| Donaldson Capital Management, LLC | 5,316 | $463.0K | 0.02% | −125−2.3% | Reduced |
| Lindbrook Capital, LLC | 5,328 | $464.0K | 0.07% | +4,035+312.1% | Added |
| Webster Bank, N. A. | 5,385 | $468.0K | 0.05% | −3,150−36.9% | Reduced |
| City Holding Co | 5,997 | $470.0K | 0.08% | −535−8.2% | Reduced |
| Panagora Asset Management Inc | 5,460 | $475.0K | 0.00% | −3,686−40.3% | Reduced |
| Jackson Square Capital, LLC | 5,452 | $475.0K | 0.14% | 00.0% | Unchanged |
| Pitcairn Co | 5,492 | $478.0K | 0.03% | −29−0.5% | Reduced |
| Choate Investment Advisors | 5,496 | $479.0K | 0.03% | −1,662−23.2% | Reduced |
| Fulton Bank, N.A. | 5,588 | $486.0K | 0.02% | +7+0.1% | Added |
| Exencial Wealth Advisors, LLC | 5,584 | $486.0K | 0.02% | +5,584 | New |
| GWM Advisors LLC | 5,607 | $488.0K | 0.01% | +5,607 | New |
| Dividend Assets Capital, LLC | 5,630 | $490.0K | 0.09% | −514−8.4% | Reduced |
| Shayne & Co., LLC | 5,655 | $492.0K | 0.26% | 00.0% | Unchanged |
| Lincoln National Corp | 5,651 | $492.0K | 0.01% | +869+18.2% | Added |
| Cerity Partners LLC | 5,596 | $492.0K | 0.01% | +1,349+31.8% | Added |
| Freestone Capital Holdings, LLC | 5,659 | $493.0K | 0.02% | +2,678+89.8% | Added |
| GYL Financial Synergies, LLC | 5,685 | $495.0K | 0.13% | +490+9.4% | Added |
| Kestra Private Wealth Services, LLC | 5,720 | $498.0K | 0.02% | +238+4.3% | Added |
| Industrial Alliance Investment Management Inc. | 5,716 | $498.0K | 0.01% | +5,716 | New |
| swisspartners Ltd. | 5,658 | $499.0K | 0.35% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,758 | $501.0K | 0.01% | −6,726−53.9% | Reduced |
| Burns J W & Co Inc | 5,767 | $502.0K | 0.07% | −356−5.8% | Reduced |
| Washington Trust Co | 5,787 | $504.0K | 0.02% | −3,797−39.6% | Reduced |
| Excalibur Management Corp | 5,808 | $506.0K | 0.20% | −8−0.1% | Reduced |
| Boston Trust Walden Corp | 5,828 | $507.0K | 0.00% | +398+7.3% | Added |
| YorkBridge Wealth Partners, LLC | 5,885 | $512.0K | 0.11% | −52−0.9% | Reduced |
| Profund Advisors LLC | 5,894 | $513.0K | 0.02% | −220−3.6% | Reduced |
| Ontario Teachers Pension Plan Board | 5,912 | $515.0K | 0.01% | +1,111+23.1% | Added |
| Segall Bryant & Hamill, LLC | 5,967 | $517.0K | 0.00% | −11−0.2% | Reduced |
| Mutual Advisors, LLC | 5,956 | $519.0K | 0.03% | −191−3.1% | Reduced |
| Integrated Wealth Concepts LLC | 5,963 | $519.0K | 0.02% | +484+8.8% | Added |
| Garrison Point Advisors, LLC | 5,976 | $520.0K | 0.35% | +125+2.1% | Added |
| Schechter Investment Advisors, LLC | 5,974 | $520.0K | 0.05% | +5,974 | New |
| Meristem Family Wealth, LLC | 5,995 | $522.0K | 0.04% | −17−0.3% | Reduced |
| Meridian Management Co | 6,002 | $523.0K | 0.15% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 6,013 | $524.0K | 0.13% | +1,787+42.3% | Added |
| Qtron Investments LLC | 6,046 | $526.0K | 0.12% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,105 | $532.0K | 0.03% | −148−2.4% | Reduced |
| Grimes & Company, Inc. | 6,105 | $532.0K | 0.02% | +14+0.2% | Added |
| Papp L Roy & Associates | 6,131 | $534.0K | 0.06% | −800−11.5% | Reduced |
| Forte Capital LLC | 6,172 | $537.0K | 0.07% | −41−0.7% | Reduced |
| Means Investment Co., Inc. | 6,184 | $538.0K | 0.10% | +10.0% | Added |
| South State Corp. | 6,209 | $540.0K | 0.04% | −24−0.4% | Reduced |
| Pathstone Family Office, LLC | 6,215 | $540.0K | 0.01% | +1,279+25.9% | Added |
| American National Insurance Co | 6,212 | $541.0K | 0.12% | −50,166−89.0% | Reduced |
| American Portfolios Advisors | 6,255 | $544.6K | 0.02% | +315+5.3% | Added |
| Optas, LLC | 6,295 | $548.0K | 0.16% | +1,780+39.4% | Added |
| Holderness Investments Co | 6,345 | $552.0K | 0.16% | −4−0.1% | Reduced |
| Investment Advisory Services Inc | 6,351 | $553.0K | 0.30% | +316+5.2% | Added |
| Sky Investment Group LLC | 6,362 | $554.0K | 0.11% | −12−0.2% | Reduced |