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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 9,416 | $820.0K | 0.03% | −151−1.6% | Reduced |
| Fractal Investments LLC | 9,400 | $818.0K | 0.28% | +9,400 | New |
| Boston Private Wealth LLC | 9,322 | $812.0K | 0.01% | −2,695−22.4% | Reduced |
| Perkins Coie Trust Co | 9,311 | $811.0K | 0.24% | +633+7.3% | Added |
| Argent Trust Co | 9,280 | $808.0K | 0.05% | −203−2.1% | Reduced |
| Everence Capital Management Inc | 9,260 | $806.0K | 0.06% | −1,530−14.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,237 | $804.2K | 0.01% | −1,523−14.2% | Reduced |
| Bridges Investment Management Inc | 9,164 | $798.0K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 9,120 | $794.0K | 0.01% | −401−4.2% | Reduced |
| Umb Bank N A | 9,057 | $789.0K | 0.01% | +4,358+92.7% | Added |
| Natixis Investment Managers International | 9,010 | $784.0K | 0.04% | −1,625−15.3% | Reduced |
| TRUE Private Wealth Advisors | 8,968 | $780.0K | 0.11% | −30−0.3% | Reduced |
| 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 |
| Field & Main Bank | 8,873 | $772.0K | 0.45% | +305+3.6% | Added |
| Verition Fund Management LLC | 8,859 | $771.0K | 0.01% | +5,924+201.8% | Added |
| Cypress Capital Group | 8,832 | $769.0K | 0.10% | −4,406−33.3% | Reduced |
| Keeley-Teton Advisors, LLC | 8,804 | $767.0K | 0.08% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 8,725 | $764.0K | 0.33% | −1,377−13.6% | Reduced |
| Atlantic Union Bankshares Corp | 8,756 | $762.0K | 0.06% | −575−6.2% | Reduced |
| Central Trust Co | 8,736 | $761.0K | 0.02% | −137−1.5% | Reduced |
| Flputnam Investment Management Co | 8,714 | $759.0K | 0.02% | +3,108+55.4% | Added |
| Busey Wealth Management | 8,700 | $757.0K | 0.03% | −358−4.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,687 | $756.0K | 0.20% | +43+0.5% | Added |
| Stevens Capital Management LP | 8,599 | $749.0K | 0.17% | +8,599 | New |
| Wendell David Associates Inc | 8,441 | $735.0K | 0.07% | −500−5.6% | Reduced |
| 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 |
| Curbstone Financial Management Corp | 8,126 | $708.0K | 0.13% | +300+3.8% | Added |
| Graypoint LLC | 8,121 | $707.0K | 0.07% | −631−7.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 8,103 | $706.0K | 0.05% | +8,103 | New |
| 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 |
| Vident Investment Advisory, LLC | 8,083 | $703.0K | 0.02% | −48−0.6% | Reduced |
| 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 |
| Baldwin Investment Management, LLC | 8,028 | $699.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| 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 |
| Pinnacle Associates Ltd | 7,924 | $690.0K | 0.01% | +1,504+23.4% | 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 |
| Security National Bank of So Dak | 7,785 | $678.0K | 0.46% | +105+1.4% | Added |
| AE Wealth Management LLC | 7,779 | $677.0K | 0.00% | −2,120−21.4% | Reduced |
| Salem Investment Counselors Inc | 7,758 | $675.0K | 0.02% | −2,877−27.1% | Reduced |
| CWM, LLC | 7,705 | $671.0K | 0.00% | +7,705 | New |
| Tower Bridge Advisors | 7,610 | $662.6K | 0.04% | −364−4.6% | Reduced |
| Valley Brook Capital Group | 7,605 | $662.0K | 0.57% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 7,493 | $653.0K | 0.21% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,473 | $651.0K | 0.02% | +113+1.5% | Added |
| Arkadios Wealth Advisors | 7,462 | $650.0K | 0.09% | −2,392−24.3% | Reduced |
| Caldwell Trust Co | 7,448 | $648.5K | 0.07% | −20−0.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 7,416 | $640.0K | 0.02% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 7,291 | $635.0K | 0.03% | +20.0% | Added |
| Sound Financial Strategies Group, LLC | 7,238 | $630.0K | 0.32% | −164−2.2% | Reduced |
| 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 |
| 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 |
| IndexIQ Advisors LLC | 7,162 | $624.0K | 0.02% | −291−3.9% | Reduced |
| 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 |
| Sciencast Management LP | 7,200 | $620.0K | 0.11% | +7,200 | New |
| Kraematon Investment Advisors, Inc | 7,081 | $617.0K | 0.55% | +7,081 | New |
| Empirical Finance, LLC | 7,017 | $611.0K | 0.07% | +1,980+39.3% | Added |
| Everett Harris & Co | 7,010 | $610.0K | 0.01% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 6,994 | $609.0K | 0.09% | −109−1.5% | Reduced |
| Ascension Asset Management LLC | 6,980 | $608.0K | 0.36% | −54−0.8% | Reduced |
| 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 |
| 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 |
| Amussen Hunsaker Associates LLC | 7,072 | $604.0K | 0.14% | −50−0.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,912 | $602.0K | 0.04% | +480+7.5% | Added |
| Patten & Patten Inc | 6,906 | $601.0K | 0.04% | +33+0.5% | Added |
| 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 |
| Cetera Investment Advisers | 6,844 | $596.0K | 0.01% | −164−2.3% | Reduced |
| Werlinich Asset Management, LLC | 6,825 | $594.3K | 0.43% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,774 | $590.0K | 0.01% | +1,817+36.7% | Added |
| Bellecapital International Ltd. | 6,752 | $588.0K | 0.17% | −1,484−18.0% | 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 |
| Crestwood Advisors Group LLC | 6,572 | $572.0K | 0.01% | −2,445−27.1% | Reduced |
| Journey Advisory Group, LLC | 6,552 | $570.0K | 0.16% | +300+4.8% | Added |
| NorthCrest Asset Manangement, LLC | 6,508 | $567.0K | 0.03% | +6,508 | New |
| Bragg Financial Advisors, Inc | 6,884 | $566.0K | 0.04% | 00.0% | Unchanged |
| Transform Wealth, LLC | 6,478 | $564.0K | 0.06% | −649−9.1% | Reduced |
| Kingsview Wealth Management, LLC | 6,470 | $563.0K | 0.02% | +57+0.9% | 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 |
| Harel Insurance Investments & Financial Services Ltd. | 6,486 | $559.0K | 0.01% | +5,533+580.6% | Added |
| Security National Bank of Sioux City Iowa | 6,372 | $555.0K | 0.38% | +276+4.5% | Added |
| Sky Investment Group LLC | 6,362 | $554.0K | 0.11% | −12−0.2% | Reduced |
| Investment Advisory Services Inc | 6,351 | $553.0K | 0.30% | +316+5.2% | Added |
| Holderness Investments Co | 6,345 | $552.0K | 0.16% | −4−0.1% | Reduced |