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 |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | 2,425 | $211.0K | 0.00% | +2,425 | New |
| Woodmont Investment Counsel LLC | 2,408 | $210.0K | 0.03% | +2,408 | New |
| Leonteq Securities AG | 2,391 | $208.2K | 0.01% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,387 | $208.0K | 0.02% | +2,387 | New |
| Laurel Wealth Advisors, Inc. | 2,384 | $208.0K | 0.02% | +2,384 | New |
| Hilltop Holdings Inc. | 2,369 | $207.0K | 0.02% | −82−3.3% | Reduced |
| SignalPoint Asset Management, LLC | 2,386 | $207.0K | 0.06% | −74−3.0% | Reduced |
| Heritage Trust Co | 2,350 | $205.0K | 0.03% | +2,350 | New |
| Teza Capital Management LLC | 2,346 | $204.0K | 0.05% | −14,736−86.3% | Reduced |
| Founders Capital Management, LLC | 2,342 | $204.0K | 0.04% | +2,342 | New |
| Regal Wealth Group, Inc. | 2,346 | $204.0K | 0.11% | +2,346 | New |
| Grove Bank & Trust | 2,335 | $204.0K | 0.04% | +2,335 | New |
| O'Shaughnessy Asset Management, LLC | 2,334 | $203.0K | 0.00% | −666−22.2% | Reduced |
| First Financial Corp | 2,334 | $203.0K | 0.12% | −20−0.8% | Reduced |
| Bridgewater Advisors Inc. | 2,333 | $203.0K | 0.04% | +2,333 | New |
| Baxter Bros Inc | 2,315 | $202.0K | 0.03% | +2,315 | New |
| Buckingham Strategic Wealth, LLC | 2,314 | $201.0K | 0.00% | −190−7.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,310 | $201.0K | 0.04% | −147−6.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,307 | $201.0K | 0.10% | −112−4.6% | Reduced |
| Pittenger & Anderson Inc | 2,305 | $201.0K | 0.01% | +1,379+148.9% | Added |
| DuPont Capital Management Corp | 2,275 | $198.0K | 0.01% | −11,655−83.7% | Reduced |
| Estabrook Capital Management | 2,214 | $192.8K | 0.03% | −236−9.6% | Reduced |
| Thomas White International Ltd | 2,170 | $189.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,085 | $182.0K | 0.02% | +14+0.7% | Added |
| Loomis Sayles & Co L P | 2,078 | $181.0K | 0.00% | +134+6.9% | Added |
| Acropolis Investment Management, LLC | 2,039 | $178.0K | 0.02% | +10.0% | Added |
| Dark Forest Capital Management LP | 2,016 | $176.0K | 0.06% | +2,016 | New |
| Community Bank, N.A. | 2,008 | $175.0K | 0.02% | −652−24.5% | Reduced |
| Smithfield Trust Co | 2,055 | $175.0K | 0.01% | −10.0% | Reduced |
| Vectors Research Management, LLC | 1,973 | $172.0K | 0.04% | +50+2.6% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,965 | $171.0K | 0.06% | +1,965 | New |
| Snowden Capital Advisors LLC | 1,928 | $167.0K | 0.01% | −5,610−74.4% | Reduced |
| Allworth Financial LP | 1,923 | $167.0K | 0.00% | +166+9.4% | Added |
| Massmutual Trust Co FSB | 1,903 | $166.0K | 0.01% | −1,023−35.0% | Reduced |
| Penserra Capital Management LLC | 1,914 | $166.0K | 0.00% | +353+22.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,830 | $159.0K | 0.08% | +63+3.6% | Added |
| BDO Wealth Advisors, LLC | 1,826 | $159.0K | 0.02% | +135+8.0% | Added |
| Edmond de Rothschild Holding S.A. | 1,725 | $150.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,629 | $142.0K | 0.03% | +50+3.2% | Added |
| Concord Wealth Partners | 1,627 | $142.0K | 0.03% | +1,535+1,668.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,594 | $139.0K | 0.09% | −37−2.3% | Reduced |
| Harbour Investments, Inc. | 1,570 | $137.0K | 0.01% | −2,508−61.5% | Reduced |
| First Command Bank | 1,644 | $136.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,544 | $134.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,539 | $134.0K | 0.04% | +1,539 | New |
| Mystic Asset Management, Inc. | 1,525 | $132.0K | 0.06% | +1,525 | New |
| Spire Wealth Management | 1,476 | $129.0K | 0.00% | −609−29.2% | Reduced |
| First Command Financial Services, Inc. | 1,438 | $125.0K | 0.02% | −206−12.5% | Reduced |
| Brewin Dolphin Ltd | 1,436 | $125.0K | 0.01% | +536+59.6% | Added |
| State of Wyoming | 1,426 | $124.0K | 0.06% | −52−3.5% | Reduced |
| Mascoma Wealth Management LLC | 1,400 | $122.0K | 0.04% | −55−3.8% | Reduced |
| IFP Advisors, Inc | 1,375 | $120.0K | 0.00% | +74+5.7% | Added |
| Parkside Financial Bank & Trust | 1,372 | $119.0K | 0.03% | −158−10.3% | Reduced |
| Atlas Capital Advisors LLC | 1,364 | $118.8K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $118.0K | 0.07% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,340 | $117.0K | 0.02% | +635+90.1% | Added |
| City State Bank | 1,317 | $115.0K | 0.07% | +1,317 | New |
| Ironwood Wealth Management, LLC. | 1,315 | $114.0K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 1,312 | $114.0K | 0.05% | +58+4.6% | Added |
| Markston International LLC | 1,274 | $111.0K | 0.11% | −799−38.5% | Reduced |
| Hanson & Doremus Investment Management | 1,276 | $111.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,271 | $111.0K | 0.03% | +87+7.3% | Added |
| Stephenson National Bank & Trust | 1,261 | $110.0K | 0.06% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,405 | $110.0K | 0.07% | +1,405 | New |
| Citizens National Bank Trust Department | 1,250 | $109.0K | 0.04% | +1,250 | New |
| Clear Perspectives Financial Planning, LLC | 1,231 | $107.0K | 0.04% | 00.0% | Unchanged |
| Seeyond | 1,220 | $106.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,212 | $106.0K | 0.04% | +1,212 | New |
| Confluence Wealth Services, Inc. | 1,217 | $105.0K | 0.03% | +1,217 | New |
| Fortis Advisors, LLC | 1,200 | $104.0K | 0.06% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,184 | $103.1K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,183 | $103.0K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,186 | $103.0K | 0.02% | +30+2.6% | Added |
| South Dakota Investment Council | 1,179 | $103.0K | 0.00% | +390+49.4% | Added |
| Gables Capital Management Inc. | 1,175 | $102.0K | 0.06% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,163 | $101.0K | 0.01% | +1,163 | New |
| Tevis Investment Management | 1,159 | $101.0K | 0.09% | +1,159 | New |
| FourThought Financial, LLC | 1,086 | $95.0K | 0.01% | +1+0.1% | Added |
| Oakworth Capital, Inc. | 1,086 | $94.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,075 | $94.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,083 | $94.0K | 0.02% | +150+16.1% | Added |
| Sageworth Trust Co | 1,070 | $93.0K | 0.01% | −3,564−76.9% | Reduced |
| Piscataqua Savings Bank | 1,056 | $92.0K | 0.07% | −20−1.9% | Reduced |
| Ulland Investment Advisors, LLC | 1,019 | $89.0K | 0.06% | +1,019 | New |
| PrairieView Partners, LLC | 999 | $87.0K | 0.01% | +127+14.6% | Added |
| SBK Financial, Inc. | 1,000 | $87.0K | 0.07% | +1,000 | New |
| Cornerstone Advisory, LLC | 991 | $86.0K | 0.01% | +991 | New |
| Zions Bancorporation, N.A. | 980 | $85.0K | 0.01% | −13−1.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 979 | $85.0K | 0.07% | +979 | New |
| Evermay Wealth Management LLC | 968 | $84.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 966 | $84.0K | 0.01% | −5−0.5% | Reduced |
| Horan Securities, Inc. | 966 | $84.0K | 0.05% | +966 | New |
| Hudock, Inc. | 961 | $83.0K | 0.02% | +2+0.2% | Added |
| CoreCap Advisors, LLC | 958 | $83.0K | 0.01% | +958 | New |
| Howe & Rusling Inc | 943 | $82.0K | 0.01% | +154+19.5% | Added |
| Eagle Bay Advisors LLC | 931 | $81.0K | 0.05% | −705−43.1% | Reduced |
| Bedel Financial Consulting, Inc. | 934 | $81.0K | 0.03% | −193−17.1% | Reduced |
| M&R Capital Management Inc | 939 | $81.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 918 | $80.0K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 924 | $80.0K | 0.01% | +21+2.3% | Added |