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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 18,826 | $1.64M | 0.03% | −542−2.8% | Reduced |
| Bokf, NA | 18,683 | $1.63M | 0.03% | −252−1.3% | Reduced |
| Toroso Investments, LLC | 18,463 | $1.61M | 0.05% | +5,503+42.5% | Added |
| Veritable, L.P. | 18,426 | $1.60M | 0.02% | +241+1.3% | Added |
| Canandaigua National Corp | 18,413 | $1.60M | 0.24% | +710+4.0% | Added |
| NBT Bank N A | 18,402 | $1.60M | 0.21% | −372−2.0% | Reduced |
| Blair William & Co | 18,362 | $1.60M | 0.01% | +173+1.0% | Added |
| Ferguson Wellman Capital Management, Inc | 18,332 | $1.60M | 0.05% | −2,802−13.3% | Reduced |
| Trust Co of Vermont | 18,263 | $1.59M | 0.10% | −512−2.7% | Reduced |
| Thrivent Financial for Lutherans | 18,094 | $1.57M | 0.00% | −213−1.2% | Reduced |
| TrimTabs Asset Management, LLC | 18,036 | $1.57M | 0.77% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 17,967 | $1.56M | 0.02% | +685+4.0% | Added |
| Birch Hill Investment Advisors LLC | 17,905 | $1.56M | 0.08% | −860−4.6% | Reduced |
| 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 |
| Kestra Advisory Services, LLC | 17,263 | $1.50M | 0.02% | +638+3.8% | Added |
| Whittier Trust Co of Nevada Inc | 17,145 | $1.49M | 0.05% | +1,562+10.0% | Added |
| PFS Investments Inc. | 16,961 | $1.48M | 0.03% | −3,089−15.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 16,900 | $1.47M | 0.01% | −55,119−76.5% | Reduced |
| Monarch Capital Management Inc | 16,888 | $1.47M | 0.38% | −797−4.5% | Reduced |
| Essex Financial Services, Inc. | 16,822 | $1.47M | 0.14% | −199−1.2% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 16,807 | $1.46M | 0.35% | +3,690+28.1% | Added |
| Whittier Trust Co | 16,759 | $1.46M | 0.02% | +329+2.0% | Added |
| Lee Danner & Bass Inc | 16,593 | $1.45M | 0.12% | −240−1.4% | Reduced |
| Veracity Capital LLC | 16,507 | $1.44M | 0.58% | +468+2.9% | Added |
| Vestcor Inc | 16,467 | $1.43M | 0.05% | +10,458+174.0% | Added |
| Wealthfront Advisers LLC | 16,350 | $1.42M | 0.01% | +517+3.3% | Added |
| Corient Capital Partners, LLC | 16,279 | $1.42M | 0.09% | +9,667+146.2% | Added |
| Exchange Capital Management, Inc. | 16,122 | $1.40M | 0.26% | −201−1.2% | Reduced |
| Capitolis Advisors LLC | 16,051 | $1.40M | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,017 | $1.40M | 0.01% | +1,063+7.1% | Added |
| Shelter Ins Retirement Plan | 16,000 | $1.39M | 0.74% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 15,696 | $1.37M | 0.10% | −1,716−9.9% | Reduced |
| Fort, L.P. | 15,692 | $1.37M | 0.44% | +5,602+55.5% | Added |
| MRJ Capital Inc | 15,395 | $1.34M | 0.77% | −1,080−6.6% | Reduced |
| Rossmore Private Capital | 15,277 | $1.33M | 0.21% | −225−1.5% | Reduced |
| Savant Capital, LLC | 15,249 | $1.33M | 0.04% | +1,325+9.5% | Added |
| Dowling & Yahnke LLC | 15,177 | $1.32M | 0.06% | −633−4.0% | Reduced |
| 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 |
| AdvisorShares Investments LLC | 14,989 | $1.30M | 0.16% | +14,989 | New |
| JustInvest LLC | 14,969 | $1.30M | 0.08% | +4,961+49.6% | Added |
| Proequities, Inc. | 14,861 | $1.29M | 0.07% | −520−3.4% | Reduced |
| First Hawaiian Bank | 14,702 | $1.28M | 0.04% | +8,419+134.0% | Added |
| Systematic Alpha Investments, LLC | 14,610 | $1.27M | 0.06% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 14,363 | $1.25M | 0.23% | +14,363 | New |
| Ironwood Investment Management LLC | 14,274 | $1.24M | 0.61% | +102+0.7% | Added |
| Banque Cantonale Vaudoise | 14,115 | $1.23M | 0.05% | 00.0% | Unchanged |
| Ieq Capital, LLC | 13,950 | $1.22M | 0.03% | +391+2.9% | Added |
| Northwestern Mutual Wealth Management Co | 13,490 | $1.17M | 0.00% | +257+1.9% | Added |
| Arden Trust Co | 13,368 | $1.16M | 0.20% | −1,978−12.9% | Reduced |
| Amica Retiree Medical Trust | 13,324 | $1.16M | 0.99% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 13,277 | $1.16M | 0.03% | −903−6.4% | Reduced |
| D.A. Davidson & Co. | 13,108 | $1.14M | 0.01% | +416+3.3% | Added |
| Selway Asset Management | 13,085 | $1.14M | 0.54% | +500+4.0% | Added |
| 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 |
| Trust Co of Toledo NA | 12,994 | $1.13M | 0.17% | −69−0.5% | Reduced |
| TD Private Client Wealth LLC | 12,923 | $1.13M | 0.05% | −979−7.0% | Reduced |
| STRS Ohio | 12,752 | $1.11M | 0.00% | +101+0.8% | Added |
| Cetera Advisors LLC | 12,654 | $1.10M | 0.02% | −906−6.7% | Reduced |
| Neville Rodie & Shaw Inc | 12,632 | $1.10M | 0.08% | −67−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 12,453 | $1.08M | 0.04% | −4,284−25.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 12,395 | $1.08M | 0.09% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 12,245 | $1.07M | 0.17% | +168+1.4% | Added |
| Moody National Bank Trust Division | 12,192 | $1.06M | 0.03% | −46,636−79.3% | Reduced |
| Cullinan Associates Inc | 11,763 | $1.02M | 0.05% | −100−0.8% | Reduced |
| Van Hulzen Asset Management, LLC | 11,650 | $1.01M | 0.11% | +11,650 | New |
| Principle Wealth Partners LLC | 11,632 | $1.01M | 0.11% | −113−1.0% | 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 |
| Palladium Partners LLC | 11,570 | $1.01M | 0.04% | −217−1.8% | Reduced |
| People's United Financial, Inc. | 11,544 | $1.00M | 0.02% | −4,419−27.7% | Reduced |
| Agf Investments Inc. | 11,504 | $1.00M | 0.01% | +9,504+475.2% | Added |
| Bollard Group LLC | 11,359 | $989.0K | 0.03% | +50.0% | Added |
| CIBC World Markets Inc. | 11,331 | $987.0K | 0.00% | +1,805+18.9% | Added |
| Perigon Wealth Management, LLC | 11,292 | $983.0K | 0.07% | +402+3.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,199 | $975.0K | 0.09% | −229−2.0% | Reduced |
| 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 |
| Advisor Partners LLC | 10,937 | $953.0K | 0.06% | +623+6.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,886 | $948.0K | 0.22% | +10,886 | New |
| 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 |
| Glenview Trust Co | 10,748 | $936.0K | 0.03% | −253−2.3% | Reduced |
| Old National Bancorp | 10,736 | $935.0K | 0.03% | −559−4.9% | Reduced |
| IMA Wealth, Inc. | 10,523 | $916.0K | 0.20% | −187−1.7% | Reduced |
| Sit Investment Associates Inc | 10,455 | $910.0K | 0.02% | −5,400−34.1% | Reduced |
| Mayflower Financial Advisors, LLC | 10,316 | $898.0K | 0.12% | +187+1.8% | Added |
| Courier Capital LLC | 10,184 | $887.0K | 0.08% | −772−7.0% | Reduced |
| Venture Visionary Partners LLC | 10,088 | $878.0K | 0.06% | −10−0.1% | Reduced |
| Canal Insurance CO | 10,000 | $870.0K | 0.26% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 9,929 | $865.0K | 0.46% | +600+6.4% | Added |
| AGF Investments LLC | 9,680 | $843.0K | 0.07% | +2,924+43.3% | Added |
| Simmons Bank | 9,647 | $841.0K | 0.06% | −1,052−9.8% | Reduced |
| Resources Investment Advisors, LLC. | 9,646 | $840.0K | 0.03% | −70−0.7% | Reduced |
| Nomura Holdings Inc | 9,565 | $833.0K | 0.00% | −3,979−29.4% | Reduced |
| Cigna Investments Inc | 9,531 | $829.0K | 0.07% | −3,504−26.9% | Reduced |
| Bluestein R H & Co | 9,515 | $828.0K | 0.03% | −3,000−24.0% | Reduced |