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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 9,646 | $840.0K | 0.03% | −70−0.7% | Reduced |
| Simmons Bank | 9,647 | $841.0K | 0.06% | −1,052−9.8% | Reduced |
| AGF Investments LLC | 9,680 | $843.0K | 0.07% | +2,924+43.3% | Added |
| Strong Tower Advisory Services | 9,929 | $865.0K | 0.46% | +600+6.4% | Added |
| Canal Insurance CO | 10,000 | $870.0K | 0.26% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,088 | $878.0K | 0.06% | −10−0.1% | Reduced |
| Courier Capital LLC | 10,184 | $887.0K | 0.08% | −772−7.0% | Reduced |
| Mayflower Financial Advisors, LLC | 10,316 | $898.0K | 0.12% | +187+1.8% | Added |
| Sit Investment Associates Inc | 10,455 | $910.0K | 0.02% | −5,400−34.1% | Reduced |
| IMA Wealth, Inc. | 10,523 | $916.0K | 0.20% | −187−1.7% | Reduced |
| Old National Bancorp | 10,736 | $935.0K | 0.03% | −559−4.9% | Reduced |
| Glenview Trust Co | 10,748 | $936.0K | 0.03% | −253−2.3% | Reduced |
| Oppenheimer & Co Inc | 10,840 | $944.0K | 0.02% | −541−4.8% | Reduced |
| Abbrea Capital, LLC | 10,840 | $944.0K | 0.13% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,886 | $948.0K | 0.22% | +10,886 | New |
| Advisor Partners LLC | 10,937 | $953.0K | 0.06% | +623+6.0% | Added |
| Philadelphia Trust Co | 10,994 | $957.0K | 0.07% | +783+7.7% | Added |
| First Foundation Advisors | 10,990 | $957.0K | 0.03% | +10,990 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 11,199 | $975.0K | 0.09% | −229−2.0% | Reduced |
| Perigon Wealth Management, LLC | 11,292 | $983.0K | 0.07% | +402+3.7% | Added |
| CIBC World Markets Inc. | 11,331 | $987.0K | 0.00% | +1,805+18.9% | Added |
| Bollard Group LLC | 11,359 | $989.0K | 0.03% | +50.0% | Added |
| Agf Investments Inc. | 11,504 | $1.00M | 0.01% | +9,504+475.2% | Added |
| People's United Financial, Inc. | 11,544 | $1.00M | 0.02% | −4,419−27.7% | Reduced |
| Palladium Partners LLC | 11,570 | $1.01M | 0.04% | −217−1.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 11,620 | $1.01M | 0.12% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 11,624 | $1.01M | 0.32% | +35+0.3% | Added |
| OPSEU Pension Plan Trust Fund | 11,768 | $1.01M | 0.23% | +665+6.0% | Added |
| Principle Wealth Partners LLC | 11,632 | $1.01M | 0.11% | −113−1.0% | Reduced |
| Van Hulzen Asset Management, LLC | 11,650 | $1.01M | 0.11% | +11,650 | New |
| Cullinan Associates Inc | 11,763 | $1.02M | 0.05% | −100−0.8% | Reduced |
| Moody National Bank Trust Division | 12,192 | $1.06M | 0.03% | −46,636−79.3% | Reduced |
| Investment Management of Virginia LLC | 12,245 | $1.07M | 0.17% | +168+1.4% | Added |
| Redpoint Investment Management Pty Ltd | 12,395 | $1.08M | 0.09% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,453 | $1.08M | 0.04% | −4,284−25.6% | Reduced |
| Neville Rodie & Shaw Inc | 12,632 | $1.10M | 0.08% | −67−0.5% | Reduced |
| Cetera Advisors LLC | 12,654 | $1.10M | 0.02% | −906−6.7% | Reduced |
| STRS Ohio | 12,752 | $1.11M | 0.00% | +101+0.8% | Added |
| TD Private Client Wealth LLC | 12,923 | $1.13M | 0.05% | −979−7.0% | Reduced |
| Trust Co of Toledo NA | 12,994 | $1.13M | 0.17% | −69−0.5% | Reduced |
| Acadian Asset Management LLC | 13,016 | $1.13M | 0.00% | −17,181−56.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.13M | 0.14% | 00.0% | Unchanged |
| Selway Asset Management | 13,085 | $1.14M | 0.54% | +500+4.0% | Added |
| D.A. Davidson & Co. | 13,108 | $1.14M | 0.01% | +416+3.3% | Added |
| Regentatlantic Capital LLC | 13,277 | $1.16M | 0.03% | −903−6.4% | Reduced |
| Amica Retiree Medical Trust | 13,324 | $1.16M | 0.99% | 00.0% | Unchanged |
| Arden Trust Co | 13,368 | $1.16M | 0.20% | −1,978−12.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,490 | $1.17M | 0.00% | +257+1.9% | Added |
| Ieq Capital, LLC | 13,950 | $1.22M | 0.03% | +391+2.9% | Added |
| Banque Cantonale Vaudoise | 14,115 | $1.23M | 0.05% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 14,274 | $1.24M | 0.61% | +102+0.7% | Added |
| Gyon Technologies Capital Management, LP | 14,363 | $1.25M | 0.23% | +14,363 | New |
| Systematic Alpha Investments, LLC | 14,610 | $1.27M | 0.06% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,702 | $1.28M | 0.04% | +8,419+134.0% | Added |
| Proequities, Inc. | 14,861 | $1.29M | 0.07% | −520−3.4% | Reduced |
| JustInvest LLC | 14,969 | $1.30M | 0.08% | +4,961+49.6% | Added |
| AdvisorShares Investments LLC | 14,989 | $1.30M | 0.16% | +14,989 | New |
| Holowesko Partners Ltd. | 15,000 | $1.31M | 0.57% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.31M | 0.24% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 15,177 | $1.32M | 0.06% | −633−4.0% | Reduced |
| Savant Capital, LLC | 15,249 | $1.33M | 0.04% | +1,325+9.5% | Added |
| Rossmore Private Capital | 15,277 | $1.33M | 0.21% | −225−1.5% | Reduced |
| MRJ Capital Inc | 15,395 | $1.34M | 0.77% | −1,080−6.6% | Reduced |
| Fort, L.P. | 15,692 | $1.37M | 0.44% | +5,602+55.5% | Added |
| Parsons Capital Management Inc | 15,696 | $1.37M | 0.10% | −1,716−9.9% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.39M | 0.74% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,017 | $1.40M | 0.01% | +1,063+7.1% | Added |
| Capitolis Advisors LLC | 16,051 | $1.40M | 0.01% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 16,122 | $1.40M | 0.26% | −201−1.2% | Reduced |
| Corient Capital Partners, LLC | 16,279 | $1.42M | 0.09% | +9,667+146.2% | Added |
| Wealthfront Advisers LLC | 16,350 | $1.42M | 0.01% | +517+3.3% | Added |
| Vestcor Inc | 16,467 | $1.43M | 0.05% | +10,458+174.0% | Added |
| Veracity Capital LLC | 16,507 | $1.44M | 0.58% | +468+2.9% | Added |
| Lee Danner & Bass Inc | 16,593 | $1.45M | 0.12% | −240−1.4% | Reduced |
| Whittier Trust Co | 16,759 | $1.46M | 0.02% | +329+2.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 16,807 | $1.46M | 0.35% | +3,690+28.1% | Added |
| Essex Financial Services, Inc. | 16,822 | $1.47M | 0.14% | −199−1.2% | Reduced |
| Monarch Capital Management Inc | 16,888 | $1.47M | 0.38% | −797−4.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 16,900 | $1.47M | 0.01% | −55,119−76.5% | Reduced |
| PFS Investments Inc. | 16,961 | $1.48M | 0.03% | −3,089−15.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 17,145 | $1.49M | 0.05% | +1,562+10.0% | Added |
| Kestra Advisory Services, LLC | 17,263 | $1.50M | 0.02% | +638+3.8% | Added |
| SG Americas Securities, LLC | 17,447 | $1.52M | 0.01% | −33,444−65.7% | Reduced |
| Gamco Investors, Inc. Et Al | 17,450 | $1.52M | 0.01% | −4,160−19.3% | Reduced |
| Birch Hill Investment Advisors LLC | 17,905 | $1.56M | 0.08% | −860−4.6% | Reduced |
| Cetera Advisor Networks LLC | 17,967 | $1.56M | 0.02% | +685+4.0% | Added |
| TrimTabs Asset Management, LLC | 18,036 | $1.57M | 0.77% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 18,094 | $1.57M | 0.00% | −213−1.2% | Reduced |
| Trust Co of Vermont | 18,263 | $1.59M | 0.10% | −512−2.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 18,332 | $1.60M | 0.05% | −2,802−13.3% | Reduced |
| Blair William & Co | 18,362 | $1.60M | 0.01% | +173+1.0% | Added |
| NBT Bank N A | 18,402 | $1.60M | 0.21% | −372−2.0% | Reduced |
| Canandaigua National Corp | 18,413 | $1.60M | 0.24% | +710+4.0% | Added |
| Veritable, L.P. | 18,426 | $1.60M | 0.02% | +241+1.3% | Added |
| Toroso Investments, LLC | 18,463 | $1.61M | 0.05% | +5,503+42.5% | Added |
| Bokf, NA | 18,683 | $1.63M | 0.03% | −252−1.3% | Reduced |
| Bartlett & Co. LLC | 18,826 | $1.64M | 0.03% | −542−2.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,826 | $1.64M | 0.03% | −542−2.8% | Reduced |
| Synovus Financial Corp | 18,978 | $1.65M | 0.02% | +219+1.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,109 | $1.66M | 0.03% | −275−1.4% | Reduced |