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 |
|---|---|---|---|---|---|
| American National Registered Investment Advisor, Inc. | 4,440 | $387.0K | 0.13% | −10.0% | Reduced |
| Rockbridge Investment Management, LCC | 4,450 | $387.0K | 0.06% | +3,889+693.2% | Added |
| Penobscot Investment Management Company, Inc. | 4,424 | $386.0K | 0.05% | −356−7.4% | Reduced |
| Siemens Fonds Invest GmbH | 4,469 | $386.0K | 0.03% | +53+1.2% | Added |
| Mountain Pacific Investment Advisers Inc | 4,373 | $381.0K | 0.02% | −100−2.2% | Reduced |
| Roberts Capital Advisors, LLC | 4,374 | $381.0K | 0.36% | +4,374 | New |
| New England Guild Wealth Advisors, Inc. | 4,337 | $378.0K | 0.19% | +4,337 | New |
| Quadrature Capital Ltd | 4,346 | $378.0K | 0.02% | +4,346 | New |
| Williams Jones Wealth Management, LLC. | 4,315 | $376.0K | 0.00% | −80−1.8% | Reduced |
| Rafferty Asset Management, LLC | 4,300 | $374.0K | 0.00% | −1,727−28.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $374.0K | 0.11% | 00.0% | Unchanged |
| Veriti Management LLC | 4,287 | $373.0K | 0.05% | −10−0.2% | Reduced |
| Drexel Morgan & Co. | 4,288 | $373.0K | 0.11% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,281 | $373.0K | 0.04% | +26+0.6% | Added |
| ICW Investment Advisors LLC | 4,278 | $372.0K | 0.21% | +911+27.1% | Added |
| Collective Family Office LLC | 4,248 | $370.0K | 0.15% | −471−10.0% | Reduced |
| Concentric Wealth Management, LLC | 4,225 | $368.0K | 0.10% | 00.0% | Unchanged |
| NTV Asset Management LLC | 4,214 | $367.0K | 0.06% | −157−3.6% | Reduced |
| United Bank | 4,203 | $366.0K | 0.04% | −50−1.2% | Reduced |
| Clearstead Advisors, LLC | 4,193 | $365.0K | 0.02% | −396−8.6% | Reduced |
| First City Capital Management, Inc. | 4,417 | $364.0K | 0.20% | −763−14.7% | Reduced |
| Carroll Financial Associates, Inc. | 4,196 | $363.0K | 0.02% | +18+0.4% | Added |
| Sun Life Financial INC | 4,161 | $362.0K | 0.01% | +227+5.8% | Added |
| Shakespeare Wealth Management, Inc. | 4,151 | $361.0K | 0.13% | −20−0.5% | Reduced |
| Csenge Advisory Group | 4,369 | $359.0K | 0.03% | −12−0.3% | Reduced |
| Atwood & Palmer Inc | 4,125 | $359.0K | 0.03% | 00.0% | Unchanged |
| Covington Capital Management | 4,085 | $356.0K | 0.01% | −250−5.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $356.0K | 0.11% | 00.0% | Unchanged |
| Westport Asset Management Inc | 4,127 | $355.0K | 0.16% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,040 | $352.0K | 0.03% | 00.0% | Unchanged |
| First National Trust Co | 4,020 | $350.0K | 0.02% | −545−11.9% | Reduced |
| SlateStone Wealth, LLC | 4,021 | $350.0K | 0.07% | +1,045+35.1% | Added |
| Court Place Advisors, LLC | 4,013 | $349.0K | 0.10% | −16−0.4% | Reduced |
| Bennicas & Associates, Inc. | 4,008 | $349.0K | 0.18% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,004 | $349.0K | 0.03% | +1,457+57.2% | Added |
| Focus Financial Network, Inc. | 4,003 | $348.5K | 0.05% | +229+6.1% | Added |
| Metatron Capital SICAV plc | 4,000 | $348.2K | 0.33% | +4,000 | New |
| Heritage Way Advisors, LLC | 4,000 | $348.0K | 0.13% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,990 | $347.0K | 0.03% | +130+3.4% | Added |
| Aberdeen Wealth Management LLC | 3,974 | $346.0K | 0.23% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,960 | $345.0K | 0.07% | +43+1.1% | Added |
| Washington Trust Advisors, Inc. | 3,956 | $344.0K | 0.02% | +3,956 | New |
| Frontier Wealth Management LLC | 3,919 | $341.0K | 0.02% | +130+3.4% | Added |
| Winning Points Advisors, LLC | 2,600 | $339.0K | 0.25% | +2,600 | New |
| Dynamic Technology Lab Private Ltd | 3,880 | $338.0K | 0.04% | −12,138−75.8% | Reduced |
| Virtue Capital Management, LLC | 3,882 | $338.0K | 0.05% | −128−3.2% | Reduced |
| Northwest Bancshares, Inc. | 3,880 | $338.0K | 0.07% | −39−1.0% | Reduced |
| Boyd Watterson Asset Management LLC | 3,874 | $337.0K | 0.11% | −249−6.0% | Reduced |
| Signaturefd, LLC | 3,860 | $336.0K | 0.01% | +73+1.9% | Added |
| Baker Tilly Wealth Management, LLC | 3,813 | $332.0K | 0.04% | −30−0.8% | Reduced |
| LVW Advisors, LLC | 3,809 | $332.0K | 0.06% | +420+12.4% | Added |
| Resources Management Corp | 3,793 | $330.0K | 0.04% | −2,424−39.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,776 | $329.0K | 0.06% | +10.0% | Added |
| Deseret Mutual Benefit Administrators | 3,766 | $328.0K | 0.06% | +966+34.5% | Added |
| Douglass Winthrop Advisors, LLC | 3,759 | $327.0K | 0.01% | −350−8.5% | Reduced |
| Moneta Group Investment Advisors LLC | 3,756 | $327.0K | 0.01% | −60−1.6% | Reduced |
| DCM Advisors, LLC | 3,728 | $325.0K | 0.10% | +225+6.4% | Added |
| NorthRock Partners, LLC | 3,732 | $325.0K | 0.02% | +261+7.5% | Added |
| Metis Global Partners, LLC | 3,726 | $325.0K | 0.09% | +3,726 | New |
| Wade G W & Inc | 3,715 | $323.0K | 0.01% | −141−3.7% | Reduced |
| Surevest, LLC | 3,709 | $323.0K | 0.08% | −103−2.7% | Reduced |
| Brighton Jones LLC | 3,693 | $322.0K | 0.02% | +528+16.7% | Added |
| Meridian Investment Counsel Inc. | 3,682 | $321.0K | 0.11% | +388+11.8% | Added |
| Valeo Financial Advisors, LLC | 3,675 | $320.0K | 0.02% | −728−16.5% | Reduced |
| Burleson & Company, LLC | 3,673 | $320.0K | 0.05% | 00.0% | Unchanged |
| David Loasby | 3,663 | $319.0K | 0.04% | +5+0.1% | Added |
| Harbor Investment Advisory, LLC | 3,668 | $319.0K | 0.04% | +358+10.8% | Added |
| Shelton Capital Management | 3,630 | $316.0K | 0.01% | −6,000−62.3% | Reduced |
| MEMBERS Trust Co | 3,627 | $316.0K | 0.01% | +54+1.5% | Added |
| S.A. Mason LLC | 3,626 | $316.0K | 0.19% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,600 | $313.0K | 0.02% | +198+5.8% | Added |
| Virginia Retirement Systems Et Al | 3,600 | $313.0K | 0.00% | +3,600 | New |
| Amplius Wealth Advisors, LLC | 3,600 | $313.0K | 0.04% | +3,600 | New |
| Cooper Financial Group | 3,579 | $312.0K | 0.12% | −497−12.2% | Reduced |
| Boston Family Office LLC | 3,568 | $311.0K | 0.02% | −560−13.6% | Reduced |
| Conning Inc. | 3,577 | $311.0K | 0.01% | −217−5.7% | Reduced |
| Sageworth Trust Co of South Dakota | 3,561 | $310.0K | 0.48% | +3,561 | New |
| Sentry Investment Management LLC | 3,547 | $309.0K | 0.08% | −338−8.7% | Reduced |
| Checchi Capital Advisers, LLC | 3,551 | $309.0K | 0.03% | +66+1.9% | Added |
| Fruth Investment Management | 3,540 | $308.0K | 0.08% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,533 | $308.0K | 0.02% | +135+4.0% | Added |
| Farmers National Bank | 3,530 | $307.4K | 0.10% | −95−2.6% | Reduced |
| Barings LLC | 3,530 | $307.0K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,527 | $307.0K | 0.03% | +3,527 | New |
| Riverwater Partners LLC | 3,527 | $307.0K | 0.27% | +3,527 | New |
| Northeast Investment Management | 3,506 | $305.0K | 0.01% | −397−10.2% | Reduced |
| Altium Wealth Management LLC | 3,464 | $302.0K | 0.02% | −173−4.8% | Reduced |
| Cypress Capital Management LLC (WY) | 3,455 | $301.0K | 0.25% | −62−1.8% | Reduced |
| Citizens Business Bank | 3,400 | $296.0K | 0.04% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 3,398 | $296.0K | 0.01% | +3,398 | New |
| Lowe Brockenbrough & Co Inc | 3,369 | $293.0K | 0.02% | −137−3.9% | Reduced |
| CPWM, LLC | 3,539 | $291.0K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,344 | $291.0K | 0.02% | +165+5.2% | Added |
| Western Wealth Management, LLC | 3,403 | $291.0K | 0.03% | +3,403 | New |
| Argent Capital Management LLC | 3,330 | $290.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,327 | $290.0K | 0.05% | +10.0% | Added |
| First Horizon Advisors, Inc. | 3,319 | $289.0K | 0.01% | −270−7.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,318 | $289.0K | 0.00% | +20+0.6% | Added |
| Gillespie Robinson & Grimm Inc | 3,307 | $288.0K | 0.02% | −19−0.6% | Reduced |
| Rothschild Investment Corp | 3,303 | $288.0K | 0.02% | 00.0% | Unchanged |