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 |
|---|---|---|---|---|---|
| Security National Bank of Sioux City Iowa | 6,372 | $555.0K | 0.38% | +276+4.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,486 | $559.0K | 0.01% | +5,533+580.6% | Added |
| Bryn Mawr Trust Co | 6,461 | $562.0K | 0.02% | −420−6.1% | Reduced |
| Ahl Investment Management, Inc. | 6,454 | $562.0K | 0.51% | +6,454 | New |
| Kingsview Wealth Management, LLC | 6,470 | $563.0K | 0.02% | +57+0.9% | Added |
| Transform Wealth, LLC | 6,478 | $564.0K | 0.06% | −649−9.1% | Reduced |
| Bragg Financial Advisors, Inc | 6,884 | $566.0K | 0.04% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 6,508 | $567.0K | 0.03% | +6,508 | New |
| Journey Advisory Group, LLC | 6,552 | $570.0K | 0.16% | +300+4.8% | Added |
| Crestwood Advisors Group LLC | 6,572 | $572.0K | 0.01% | −2,445−27.1% | Reduced |
| Mirabella Financial Services LLP | 6,606 | $575.0K | 0.06% | −21,743−76.7% | Reduced |
| Cambridge Trust Co | 6,596 | $575.0K | 0.02% | +6,596 | New |
| Bellecapital International Ltd. | 6,752 | $588.0K | 0.17% | −1,484−18.0% | Reduced |
| Park Avenue Securities LLC | 6,774 | $590.0K | 0.01% | +1,817+36.7% | Added |
| Werlinich Asset Management, LLC | 6,825 | $594.3K | 0.43% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,844 | $596.0K | 0.01% | −164−2.3% | Reduced |
| Trust Co of Virginia | 6,869 | $598.0K | 0.06% | −615−8.2% | Reduced |
| Allred Capital Management, LLC | 6,871 | $598.0K | 0.29% | −32−0.5% | Reduced |
| Patten & Patten Inc | 6,906 | $601.0K | 0.04% | +33+0.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,912 | $602.0K | 0.04% | +480+7.5% | Added |
| Amussen Hunsaker Associates LLC | 7,072 | $604.0K | 0.14% | −50−0.7% | Reduced |
| Aull & Monroe Investment Management Corp | 6,951 | $605.0K | 0.27% | 00.0% | Unchanged |
| Chicago Capital, LLC | 6,943 | $605.0K | 0.02% | 00.0% | Unchanged |
| Headinvest, LLC | 6,968 | $607.0K | 0.11% | −64−0.9% | Reduced |
| Westhampton Capital, LLC | 6,967 | $607.0K | 0.37% | −47−0.7% | Reduced |
| Ascension Asset Management LLC | 6,980 | $608.0K | 0.36% | −54−0.8% | Reduced |
| River Wealth Advisors LLC | 6,994 | $609.0K | 0.09% | −109−1.5% | Reduced |
| Everett Harris & Co | 7,010 | $610.0K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 7,017 | $611.0K | 0.07% | +1,980+39.3% | Added |
| Kraematon Investment Advisors, Inc | 7,081 | $617.0K | 0.55% | +7,081 | New |
| Sciencast Management LP | 7,200 | $620.0K | 0.11% | +7,200 | New |
| IBM Retirement Fund | 7,153 | $623.0K | 0.08% | −4,968−41.0% | Reduced |
| Beacon Pointe Advisors, LLC | 7,152 | $623.0K | 0.02% | −3,915−35.4% | Reduced |
| IndexIQ Advisors LLC | 7,162 | $624.0K | 0.02% | −291−3.9% | Reduced |
| Ar Asset Management Inc | 7,200 | $627.0K | 0.16% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 7,200 | $627.0K | 0.07% | 00.0% | Unchanged |
| American Century Companies Inc | 7,197 | $627.0K | 0.00% | +1,378+23.7% | Added |
| Sigma Planning Corp | 7,215 | $628.0K | 0.02% | −111−1.5% | Reduced |
| FDx Advisors, Inc. | 7,217 | $628.0K | 0.02% | +25+0.3% | Added |
| Sound Financial Strategies Group, LLC | 7,238 | $630.0K | 0.32% | −164−2.2% | Reduced |
| Parsec Financial Management, Inc. | 7,291 | $635.0K | 0.03% | +20.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 7,416 | $640.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 7,448 | $648.5K | 0.07% | −20−0.3% | Reduced |
| Arkadios Wealth Advisors | 7,462 | $650.0K | 0.09% | −2,392−24.3% | Reduced |
| Parallel Advisors, LLC | 7,473 | $651.0K | 0.02% | +113+1.5% | Added |
| Curated Wealth Partners LLC | 7,493 | $653.0K | 0.21% | 00.0% | Unchanged |
| Valley Brook Capital Group | 7,605 | $662.0K | 0.57% | 00.0% | Unchanged |
| Tower Bridge Advisors | 7,610 | $662.6K | 0.04% | −364−4.6% | Reduced |
| CWM, LLC | 7,705 | $671.0K | 0.00% | +7,705 | New |
| Salem Investment Counselors Inc | 7,758 | $675.0K | 0.02% | −2,877−27.1% | Reduced |
| AE Wealth Management LLC | 7,779 | $677.0K | 0.00% | −2,120−21.4% | Reduced |
| Security National Bank of So Dak | 7,785 | $678.0K | 0.46% | +105+1.4% | Added |
| Stratos Wealth Partners, LTD. | 7,864 | $685.0K | 0.02% | +99+1.3% | Added |
| Verdence Capital Advisors LLC | 7,873 | $685.0K | 0.08% | +1,536+24.2% | Added |
| Pinnacle Associates Ltd | 7,924 | $690.0K | 0.01% | +1,504+23.4% | Added |
| Merit Financial Group, LLC | 7,946 | $692.0K | 0.07% | −85−1.1% | Reduced |
| Home Federal Bank of Tennessee | 7,945 | $692.0K | 0.23% | +105+1.3% | Added |
| Flagship Harbor Advisors, LLC | 7,944 | $692.0K | 0.07% | +1,990+33.4% | Added |
| National Asset Management, Inc. | 7,982 | $696.0K | 0.02% | −528−6.2% | Reduced |
| Avantax Advisory Services, Inc. | 7,992 | $696.0K | 0.01% | +374+4.9% | Added |
| Baldwin Investment Management, LLC | 8,028 | $699.0K | 0.18% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,036 | $700.0K | 0.03% | −269−3.2% | Reduced |
| ELCO Management Co., LLC | 8,038 | $700.0K | 0.50% | −19−0.2% | Reduced |
| Vident Investment Advisory, LLC | 8,083 | $703.0K | 0.02% | −48−0.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,082 | $704.0K | 0.08% | −600−6.9% | Reduced |
| Bessemer Group Inc | 8,057 | $704.0K | 0.00% | +280+3.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 8,103 | $706.0K | 0.05% | +8,103 | New |
| Graypoint LLC | 8,121 | $707.0K | 0.07% | −631−7.2% | Reduced |
| Curbstone Financial Management Corp | 8,126 | $708.0K | 0.13% | +300+3.8% | Added |
| Waters Parkerson & Co., LLC | 8,337 | $726.0K | 0.04% | −6,534−43.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,340 | $726.0K | 0.04% | +307+3.8% | Added |
| Wendell David Associates Inc | 8,441 | $735.0K | 0.07% | −500−5.6% | Reduced |
| Stevens Capital Management LP | 8,599 | $749.0K | 0.17% | +8,599 | New |
| Dumont & Blake Investment Advisors LLC | 8,687 | $756.0K | 0.20% | +43+0.5% | Added |
| Busey Wealth Management | 8,700 | $757.0K | 0.03% | −358−4.0% | Reduced |
| Flputnam Investment Management Co | 8,714 | $759.0K | 0.02% | +3,108+55.4% | Added |
| Central Trust Co | 8,736 | $761.0K | 0.02% | −137−1.5% | Reduced |
| Atlantic Union Bankshares Corp | 8,756 | $762.0K | 0.06% | −575−6.2% | Reduced |
| Brown Advisory Securities, LLC | 8,725 | $764.0K | 0.33% | −1,377−13.6% | Reduced |
| Keeley-Teton Advisors, LLC | 8,804 | $767.0K | 0.08% | 00.0% | Unchanged |
| Cypress Capital Group | 8,832 | $769.0K | 0.10% | −4,406−33.3% | Reduced |
| Verition Fund Management LLC | 8,859 | $771.0K | 0.01% | +5,924+201.8% | Added |
| Field & Main Bank | 8,873 | $772.0K | 0.45% | +305+3.6% | Added |
| Guinness Atkinson Asset Management Inc | 8,873 | $773.0K | 0.34% | −585−6.2% | Reduced |
| Johnson Investment Counsel Inc | 8,881 | $773.0K | 0.01% | −10.0% | Reduced |
| TRUE Private Wealth Advisors | 8,968 | $780.0K | 0.11% | −30−0.3% | Reduced |
| Natixis Investment Managers International | 9,010 | $784.0K | 0.04% | −1,625−15.3% | Reduced |
| Umb Bank N A | 9,057 | $789.0K | 0.01% | +4,358+92.7% | Added |
| Stephens Inc | 9,120 | $794.0K | 0.01% | −401−4.2% | Reduced |
| Bridges Investment Management Inc | 9,164 | $798.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,237 | $804.2K | 0.01% | −1,523−14.2% | Reduced |
| Everence Capital Management Inc | 9,260 | $806.0K | 0.06% | −1,530−14.2% | Reduced |
| Argent Trust Co | 9,280 | $808.0K | 0.05% | −203−2.1% | Reduced |
| Perkins Coie Trust Co | 9,311 | $811.0K | 0.24% | +633+7.3% | Added |
| Boston Private Wealth LLC | 9,322 | $812.0K | 0.01% | −2,695−22.4% | Reduced |
| Fractal Investments LLC | 9,400 | $818.0K | 0.28% | +9,400 | New |
| FineMark National Bank & Trust | 9,416 | $820.0K | 0.03% | −151−1.6% | Reduced |
| Bluestein R H & Co | 9,515 | $828.0K | 0.03% | −3,000−24.0% | Reduced |
| Cigna Investments Inc | 9,531 | $829.0K | 0.07% | −3,504−26.9% | Reduced |
| Nomura Holdings Inc | 9,565 | $833.0K | 0.00% | −3,979−29.4% | Reduced |