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Livermore
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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.

Institutional holdersQ4 2021: 1,199 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ4 2021: $30.9B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2021.

Institutions holding OTIS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC922$80.0K0.01%+45+5.1%Added
Graves-Light Private Wealth Management, Inc.908$79.0K0.01%+1+0.1%Added
Addison Advisors LLC911$79.0K0.05%+509+126.6%Added
Brewin Dolphin Wealth Management Ltd900$78.0K0.01%00.0%Unchanged
Johnson Financial Group, Inc.899$78.0K0.00%00.0%Unchanged
Aua Capital Management, LLC900$78.0K0.05%00.0%Unchanged
First Community Trust NA891$77.6K0.06%+891New
Quent Capital, LLC889$77.0K0.02%+889New
Cassady Schiller Wealth Management, LLC862$75.0K0.05%+862New
Stonebridge Capital Advisors LLC854$74.0K0.01%−192−18.4%Reduced
Acima Private Wealth, LLC834$73.0K0.03%00.0%Unchanged
American Research & Management Co.837$73.0K0.02%+12+1.5%Added
JTC Employer Solutions Trusteee Ltd822$72.0K0.01%00.0%Unchanged
Oakmont Corp830$72.0K0.01%+830New
Fieldpoint Private Securities, LLC818$71.0K0.01%−167−17.0%Reduced
Veritas Investment Partners (UK) Ltd.800$70.0K0.00%00.0%Unchanged
TFC Financial Management730$64.0K0.02%+1+0.1%Added
Jones Financial Companies LLLP725$63.0K0.00%+505+229.5%Added
Paragon Capital Management Ltd721$63.0K0.01%+721New
Bellevue Asset Management, LLC716$62.0K0.04%00.0%Unchanged
Crescent Capital Consulting, LLC704$61.0K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC698$61.0K0.01%−13−1.8%Reduced
Hoertkorn Richard Charles682$59.0K0.02%00.0%Unchanged
Freedman Financial Associates, Inc.664$58.0K0.04%−6−0.9%Reduced
CenterStar Asset Management, LLC–$57.0K0.04%–New
Key Financial Inc647$56.0K0.03%00.0%Unchanged
Pinnacle Bancorp, Inc.632$55.0K0.02%00.0%Unchanged
Tompkins Financial Corp625$54.0K0.01%00.0%Unchanged
Ahrens Investment Partners LLC622$54.0K0.02%+622New
Benjamin F. Edwards & Company, Inc.611$53.0K0.00%−11−1.8%Reduced
JFS Wealth Advisors, LLC596$52.0K0.00%+35+6.2%Added
TCI Wealth Advisors, Inc.581$51.0K0.01%−27−4.4%Reduced
Jackson, Grant Investment Advisers, Inc.589$51.0K0.03%+1+0.2%Added
Sugarloaf Wealth Management, LLC590$51.0K0.01%00.0%Unchanged
AdvisorNet Financial, Inc582$51.0K0.00%+5+0.9%Added
Compagnie Lombard Odier SCmA592$51.0K0.00%+592New
AIA Group Ltd589$51.0K0.00%+589New
BerganKDV Wealth Management, LLC578$50.0K0.01%00.0%Unchanged
Capstone Investment Advisors, LLC570$50.0K0.00%+452+383.1%Added
Aspire Private Capital, LLC559$49.0K0.02%00.0%Unchanged
Old North State Trust, LLC555$48.0K0.03%−84−13.1%Reduced
Missouri Trust & Investment Co519$45.0K0.03%+519New
Hexagon Capital Partners LLC500$44.0K0.01%+33+7.1%Added
Altshuler Shaham Ltd491$43.0K0.00%−2,321−82.5%Reduced
Pflug Koory, LLC490$43.0K0.02%−77−13.6%Reduced
Truehand, Inc474$41.0K0.02%00.0%Unchanged
Norwood Financial Corp470$41.0K0.06%+470New
Widmann Financial Services, Inc.473$41.0K0.03%+473New
Sargent Bickham Lagudis LLC462$40.0K0.00%−199−30.1%Reduced
Bray Capital Advisors462$40.0K0.01%−50−9.8%Reduced
Retirement Planning Co of New England, Inc.466$40.0K0.02%+466New
Standard Family Office LLC437$38.0K0.34%+437New
CarsonAllaria Wealth Management, Ltd.438$38.0K0.03%+438New
Trustcore Financial Services, LLC410$36.0K0.00%−653−61.4%Reduced
Duncker Streett & Co Inc410$36.0K0.01%−44−9.7%Reduced
SRS Capital Advisors, Inc.414$36.0K0.00%00.0%Unchanged
Truvestments Capital LLC409$36.0K0.02%+366+851.2%Added
Gradient Investments LLC405$35.0K0.00%00.0%Unchanged
Front Row Advisors LLC399$35.0K0.01%+21+5.6%Added
Andrew Hill Investment Advisors, Inc.402$35.0K0.03%+402New
West Branch Capital LLC396$34.0K0.01%−50−11.2%Reduced
HC Financial Advisors Inc385$34.0K0.02%00.0%Unchanged
Accel Wealth Management395$34.0K0.02%+197+99.5%Added
James Reed Financial Services, Inc.400$34.0K0.03%+400New
Harvest Fund Management Co., Ltd393$33.0K0.01%00.0%Unchanged
Vigilant Capital Management, LLC379$33.0K0.00%00.0%Unchanged
Orion Capital Management LLC375$33.0K0.02%00.0%Unchanged
KB Financial Partners, LLC380$33.0K0.01%+380New
Motco366$32.0K0.00%00.0%Unchanged
Baldwin Brothers Inc357$31.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC348$31.0K0.01%00.0%Unchanged
West Oak Capital, LLC350$30.0K0.01%00.0%Unchanged
CKW Financial Group400$30.0K0.00%+50+14.3%Added
Heritage Wealth Advisors350$30.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC339$30.0K0.01%+172+103.0%Added
Archer Investment Corp344$30.0K0.01%+14+4.2%Added
Laffer Tengler Investments335$29.2K0.01%00.0%Unchanged
First National Bank of South Miami330$29.0K0.02%00.0%Unchanged
Signet Financial Management, LLC331$29.0K0.00%+331New
Koshinski Asset Management, Inc.331$28.8K0.00%−180−35.2%Reduced
Plante Moran Financial Advisors, LLC318$28.0K0.00%−4,093−92.8%Reduced
Antonetti Capital Management LLC325$28.0K0.02%−50−13.3%Reduced
Gemmer Asset Management LLC318$28.0K0.00%00.0%Unchanged
Sierra Capital LLC319$28.0K0.00%+12+3.9%Added
Elmwood Wealth Management, Inc.319$28.0K0.01%+319New
Intelligent Financial Strategies316$28.0K0.03%+316New
Versant Capital Management, Inc314$27.0K0.01%−16−4.8%Reduced
Clean Yield Group312$27.0K0.01%00.0%Unchanged
CVA Family Office, LLC315$27.0K0.01%+261+483.3%Added
Curi Capital317$27.0K0.00%+317New
Glen Eagle Advisors, LLC295$25.7K0.01%−20−6.3%Reduced
CNB Bank287$25.0K0.01%−40−12.2%Reduced
Costello Asset Management, INC262$23.0K0.01%00.0%Unchanged
Kelly Financial Services LLC259$22.6K0.01%+1+0.4%Added
JNBA Financial Advisors253$22.0K0.00%+8+3.3%Added
Riggs Asset Managment Co. Inc.231$20.0K0.01%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC230$20.0K0.02%00.0%Unchanged
TAP Consulting, LLC225$20.0K0.00%+225New
Old Second National Bank of Aurora300$19.0K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.214$19.0K0.01%+164+328.0%Added