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 |
|---|---|---|---|---|---|
| Optas, LLC | 6,295 | $548.0K | 0.16% | +1,780+39.4% | Added |
| American Portfolios Advisors | 6,255 | $544.6K | 0.02% | +315+5.3% | Added |
| American National Insurance Co | 6,212 | $541.0K | 0.12% | −50,166−89.0% | Reduced |
| South State Corp. | 6,209 | $540.0K | 0.04% | −24−0.4% | Reduced |
| Pathstone Family Office, LLC | 6,215 | $540.0K | 0.01% | +1,279+25.9% | Added |
| Means Investment Co., Inc. | 6,184 | $538.0K | 0.10% | +10.0% | Added |
| Forte Capital LLC | 6,172 | $537.0K | 0.07% | −41−0.7% | Reduced |
| Papp L Roy & Associates | 6,131 | $534.0K | 0.06% | −800−11.5% | Reduced |
| Moors & Cabot, Inc. | 6,105 | $532.0K | 0.03% | −148−2.4% | Reduced |
| Grimes & Company, Inc. | 6,105 | $532.0K | 0.02% | +14+0.2% | Added |
| Qtron Investments LLC | 6,046 | $526.0K | 0.12% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 6,013 | $524.0K | 0.13% | +1,787+42.3% | Added |
| Meridian Management Co | 6,002 | $523.0K | 0.15% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 5,995 | $522.0K | 0.04% | −17−0.3% | Reduced |
| Garrison Point Advisors, LLC | 5,976 | $520.0K | 0.35% | +125+2.1% | Added |
| Schechter Investment Advisors, LLC | 5,974 | $520.0K | 0.05% | +5,974 | New |
| Mutual Advisors, LLC | 5,956 | $519.0K | 0.03% | −191−3.1% | Reduced |
| Integrated Wealth Concepts LLC | 5,963 | $519.0K | 0.02% | +484+8.8% | Added |
| Segall Bryant & Hamill, LLC | 5,967 | $517.0K | 0.00% | −11−0.2% | Reduced |
| Ontario Teachers Pension Plan Board | 5,912 | $515.0K | 0.01% | +1,111+23.1% | Added |
| Profund Advisors LLC | 5,894 | $513.0K | 0.02% | −220−3.6% | Reduced |
| YorkBridge Wealth Partners, LLC | 5,885 | $512.0K | 0.11% | −52−0.9% | Reduced |
| Boston Trust Walden Corp | 5,828 | $507.0K | 0.00% | +398+7.3% | Added |
| Excalibur Management Corp | 5,808 | $506.0K | 0.20% | −8−0.1% | Reduced |
| Washington Trust Co | 5,787 | $504.0K | 0.02% | −3,797−39.6% | Reduced |
| Burns J W & Co Inc | 5,767 | $502.0K | 0.07% | −356−5.8% | Reduced |
| Horizon Investments, LLC | 5,758 | $501.0K | 0.01% | −6,726−53.9% | Reduced |
| swisspartners Ltd. | 5,658 | $499.0K | 0.35% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,720 | $498.0K | 0.02% | +238+4.3% | Added |
| Industrial Alliance Investment Management Inc. | 5,716 | $498.0K | 0.01% | +5,716 | New |
| GYL Financial Synergies, LLC | 5,685 | $495.0K | 0.13% | +490+9.4% | Added |
| Freestone Capital Holdings, LLC | 5,659 | $493.0K | 0.02% | +2,678+89.8% | Added |
| Shayne & Co., LLC | 5,655 | $492.0K | 0.26% | 00.0% | Unchanged |
| Lincoln National Corp | 5,651 | $492.0K | 0.01% | +869+18.2% | Added |
| Cerity Partners LLC | 5,596 | $492.0K | 0.01% | +1,349+31.8% | Added |
| Dividend Assets Capital, LLC | 5,630 | $490.0K | 0.09% | −514−8.4% | Reduced |
| GWM Advisors LLC | 5,607 | $488.0K | 0.01% | +5,607 | New |
| Fulton Bank, N.A. | 5,588 | $486.0K | 0.02% | +7+0.1% | Added |
| Exencial Wealth Advisors, LLC | 5,584 | $486.0K | 0.02% | +5,584 | New |
| Choate Investment Advisors | 5,496 | $479.0K | 0.03% | −1,662−23.2% | Reduced |
| Pitcairn Co | 5,492 | $478.0K | 0.03% | −29−0.5% | Reduced |
| Panagora Asset Management Inc | 5,460 | $475.0K | 0.00% | −3,686−40.3% | Reduced |
| Jackson Square Capital, LLC | 5,452 | $475.0K | 0.14% | 00.0% | Unchanged |
| City Holding Co | 5,997 | $470.0K | 0.08% | −535−8.2% | Reduced |
| Webster Bank, N. A. | 5,385 | $468.0K | 0.05% | −3,150−36.9% | Reduced |
| Lindbrook Capital, LLC | 5,328 | $464.0K | 0.07% | +4,035+312.1% | Added |
| Donaldson Capital Management, LLC | 5,316 | $463.0K | 0.02% | −125−2.3% | Reduced |
| Bath Savings Trust Co | 5,302 | $462.0K | 0.05% | −325−5.8% | Reduced |
| KCM Investment Advisors LLC | 5,294 | $461.0K | 0.02% | −184−3.4% | Reduced |
| Jump Financial, LLC | 5,300 | $461.0K | 0.03% | +5,300 | New |
| Change Path, LLC | 5,278 | $460.0K | 0.02% | +270+5.4% | Added |
| Charter Trust Co | 5,262 | $459.0K | 0.04% | −441−7.7% | Reduced |
| TD Waterhouse Canada Inc. | 5,247 | $456.0K | 0.00% | +5,247 | New |
| Asahi Life Asset Management Co., Ltd. | 5,230 | $455.0K | 0.06% | +2,500+91.6% | Added |
| Foster & Motley Inc | 5,211 | $454.0K | 0.04% | +35+0.7% | Added |
| Capital City Trust Co | 5,197 | $453.0K | 0.13% | −379−6.8% | Reduced |
| Bull Street Advisors, LLC | 5,197 | $453.0K | 0.22% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,206 | $453.0K | 0.03% | +159+3.2% | Added |
| J.W. Cole Advisors, Inc. | 5,170 | $450.0K | 0.03% | −2,826−35.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,156 | $449.0K | 0.02% | −140−2.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,159 | $449.0K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 5,157 | $449.0K | 0.01% | +316+6.5% | Added |
| Fiduciary Group LLC | 5,135 | $447.0K | 0.05% | −219−4.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 5,083 | $443.0K | 0.12% | +315+6.6% | Added |
| Point72 Hong Kong Ltd | 5,081 | $442.0K | 0.04% | −29,694−85.4% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 5,070 | $441.0K | 0.64% | −25−0.5% | Reduced |
| Wedbush Securities Inc | 5,006 | $436.0K | 0.02% | −174−3.4% | Reduced |
| Gifford Fong Associates | 5,000 | $435.0K | 0.08% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4,975 | $433.0K | 0.05% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,962 | $432.0K | 0.02% | −67−1.3% | Reduced |
| Connectus Wealth, LLC | 4,934 | $430.0K | 0.02% | +4,934 | New |
| Bank of the West | 4,923 | $429.0K | 0.04% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 4,903 | $427.0K | 0.27% | −85−1.7% | Reduced |
| Symmetry Partners, LLC | 4,892 | $426.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,856 | $423.0K | 0.03% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,833 | $421.0K | 0.02% | −354−6.8% | Reduced |
| SeaCrest Wealth Management, LLC | 4,809 | $419.0K | 0.05% | −40−0.8% | Reduced |
| Fox Run Management, L.L.C. | 4,796 | $418.0K | 0.25% | −1,502−23.8% | Reduced |
| Advisory Services Network, LLC | 4,800 | $417.0K | 0.01% | −3,919−44.9% | Reduced |
| 1st Source Bank | 4,786 | $417.0K | 0.02% | +38+0.8% | Added |
| Enterprise Financial Services Corp | 4,748 | $413.0K | 0.06% | −420−8.1% | Reduced |
| Peoples Financial Services Corp. | 4,737 | $413.0K | 0.16% | −110−2.3% | Reduced |
| Colony Group LLC | 4,731 | $412.0K | 0.01% | −73−1.5% | Reduced |
| Private Capital Group, LLC | 4,724 | $411.0K | 0.09% | −90−1.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,690 | $408.0K | 0.04% | −316−6.3% | Reduced |
| Monterey Private Wealth, Inc. | 4,622 | $402.0K | 0.20% | +38+0.8% | Added |
| Chemung Canal Trust Co | 4,609 | $401.0K | 0.07% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,607 | $401.0K | 0.17% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 4,678 | $400.0K | 0.30% | −13−0.3% | Reduced |
| Centaurus Financial, Inc. | 4,580 | $399.0K | 0.03% | +3,039+197.2% | Added |
| Pointe Capital Management LLC | 4,576 | $398.0K | 0.25% | −200−4.2% | Reduced |
| Alpha Paradigm Partners, LLC | 4,564 | $397.0K | 0.16% | −183−3.9% | Reduced |
| Beck Mack & Oliver LLC | 4,547 | $396.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,544 | $396.0K | 0.22% | +4,544 | New |
| Sovereign Financial Group, Inc. | 4,519 | $393.0K | 0.16% | −153−3.3% | Reduced |
| TCTC Holdings, LLC | 4,523 | $393.0K | 0.02% | 00.0% | Unchanged |
| Compton Capital Management Inc | 4,479 | $390.0K | 0.10% | −166−3.6% | Reduced |
| Tucker Asset Management LLC | 4,508 | $389.3K | 0.13% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 4,462 | $389.0K | 0.02% | −175−3.8% | Reduced |
| Financial Advisory Group | 4,468 | $389.0K | 0.08% | 00.0% | Unchanged |