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 |
|---|---|---|---|---|---|
| Defined Wealth Management, LLC | 3,310 | $288.0K | 0.24% | 00.0% | Unchanged |
| Bailard, Inc. | 3,280 | $286.0K | 0.01% | −122−3.6% | Reduced |
| Congress Wealth Management LLC | 3,285 | $286.0K | 0.01% | +3,285 | New |
| Founders Financial Securities LLC | 3,265 | $284.0K | 0.05% | +181+5.9% | Added |
| Institutional & Family Asset Management, LLC | 3,255 | $283.0K | 0.04% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 3,248 | $283.0K | 0.03% | +247+8.2% | Added |
| Fishman Jay A Ltd | 3,245 | $282.5K | 0.03% | +312+10.6% | Added |
| Baker Ellis Asset Management LLC | 3,238 | $282.0K | 0.05% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,233 | $281.0K | 0.02% | +243+8.1% | Added |
| NTB Financial Corp | 3,214 | $280.0K | 0.20% | +3,214 | New |
| Goelzer Investment Management, Inc. | 3,208 | $279.0K | 0.02% | +58+1.8% | Added |
| Davidson Trust Co | 3,210 | $279.0K | 0.19% | +550+20.7% | Added |
| M&G Investment Management Ltd | 3,205 | $279.0K | 0.00% | +623+24.1% | Added |
| NEXT Financial Group, Inc | 3,185 | $277.0K | 0.02% | −5−0.2% | Reduced |
| Signature Wealth Management Partners, LLC | 3,162 | $275.0K | 0.23% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,153 | $275.0K | 0.09% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,157 | $275.0K | 0.04% | +51+1.6% | Added |
| Adirondack Trust Co | 3,147 | $274.0K | 0.13% | −222−6.6% | Reduced |
| WBH Advisory Inc | 3,152 | $274.0K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,109 | $271.0K | 0.01% | −100−3.1% | Reduced |
| Ancora Advisors, LLC | 3,112 | $271.0K | 0.01% | −50−1.6% | Reduced |
| Laurel Wealth Advisors LLC | 3,098 | $270.0K | 0.06% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,102 | $270.0K | 0.06% | +17+0.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,085 | $269.0K | 0.01% | 00.0% | Unchanged |
| Spinnaker Trust | 3,087 | $269.0K | 0.02% | +363+13.3% | Added |
| Dixon Hubard Feinour & Brown Inc | 3,078 | $268.0K | 0.03% | +117+4.0% | Added |
| Legacy Bridge, LLC | 3,076 | $268.0K | 0.14% | +235+8.3% | Added |
| Pring Turner Capital Group Inc | 3,075 | $268.0K | 0.24% | +3,075 | New |
| Oppenheimer Asset Management Inc. | 3,074 | $267.0K | 0.00% | −613−16.6% | Reduced |
| Breiter Capital Management Inc | 3,041 | $265.0K | 0.13% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,044 | $265.0K | 0.05% | +75+2.5% | Added |
| LCM Capital Management Inc | 3,031 | $264.0K | 0.20% | −21−0.7% | Reduced |
| Essex Savings Bank | 3,025 | $263.0K | 0.09% | −242−7.4% | Reduced |
| Resonant Capital Advisors, LLC | 3,015 | $263.0K | 0.04% | +59+2.0% | Added |
| Modera Wealth Management, LLC | 3,021 | $263.0K | 0.01% | +3,021 | New |
| St Germain D J Co Inc | 2,998 | $261.0K | 0.01% | −206−6.4% | Reduced |
| Systematic Financial Management LP | 3,000 | $261.0K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,007 | $261.0K | 0.01% | +2+0.1% | Added |
| St. Louis Trust Co | 3,000 | $261.0K | 0.06% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $261.0K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,988 | $260.0K | 0.03% | −10.0% | Reduced |
| Coastal Bridge Advisors, LLC | 3,414 | $259.0K | 0.05% | +3,414 | New |
| Avantax Planning Partners, Inc. | 2,967 | $258.0K | 0.01% | +93+3.2% | Added |
| Geneos Wealth Management Inc. | 2,958 | $257.0K | 0.01% | −12−0.4% | Reduced |
| Farmers Trust Co | 2,952 | $257.0K | 0.05% | −5−0.2% | Reduced |
| Kore Private Wealth LLC | 2,944 | $256.0K | 0.03% | −2,017−40.7% | Reduced |
| Independent Advisor Alliance | 2,924 | $255.0K | 0.01% | −169−5.5% | Reduced |
| Lido Advisors, LLC | 2,930 | $255.0K | 0.00% | +71+2.5% | Added |
| Capital Analysts, LLC | 2,916 | $254.0K | 0.02% | −174−5.6% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 2,922 | $254.0K | 0.06% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,916 | $254.0K | 0.05% | +2,916 | New |
| Engine No. 1 LLC | 2,907 | $253.0K | 0.05% | +2,907 | New |
| Howland Capital Management LLC | 2,879 | $251.0K | 0.01% | −423−12.8% | Reduced |
| Calamos Wealth Management LLC | 2,878 | $251.0K | 0.02% | +47+1.7% | Added |
| Institute for Wealth Management, LLC. | 2,861 | $249.0K | 0.04% | −6−0.2% | Reduced |
| Crawford Investment Counsel Inc | 2,850 | $248.0K | 0.00% | −144−4.8% | Reduced |
| Tiedemann Advisors, LLC | 2,857 | $248.0K | 0.01% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 2,831 | $246.0K | 0.01% | +3+0.1% | Added |
| Sequoia Financial Advisors, LLC | 2,821 | $246.0K | 0.01% | +2,821 | New |
| Laird Norton Trust Company, LLC | 2,814 | $245.0K | 0.02% | +2,814 | New |
| Brookstone Capital Management | 2,864 | $242.0K | 0.00% | −309−9.7% | Reduced |
| Mairs & Power Inc | 2,784 | $242.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,779 | $242.0K | 0.03% | +362+15.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $241.0K | 0.29% | +2,765 | New |
| Aevitas Wealth Management, Inc. | 2,761 | $240.0K | 0.14% | +4+0.1% | Added |
| Proffitt & Goodson Inc | 2,726 | $237.0K | 0.04% | −50−1.8% | Reduced |
| Anchor Investment Management, LLC | 2,717 | $236.6K | 0.03% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,715 | $236.0K | 0.57% | +2,715 | New |
| Prescott Group Capital Management, L.L.C. | 2,700 | $235.0K | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,693 | $235.0K | 0.01% | +2,693 | New |
| Bluefin Capital Management, LLC | 2,700 | $235.0K | 0.02% | +2,700 | New |
| Financial Advocates Investment Management | 2,551 | $233.0K | 0.02% | +2,551 | New |
| Associated Banc-Corp | 2,652 | $231.0K | 0.01% | +12+0.5% | Added |
| Montis Financial, LLC | 2,652 | $231.0K | 0.17% | +69+2.7% | Added |
| Cullen Capital Management LLC | 2,646 | $230.0K | 0.00% | −964−26.7% | Reduced |
| Prospera Financial Services Inc | 2,635 | $230.0K | 0.01% | −48−1.8% | Reduced |
| Asset Dedication, LLC | 2,587 | $228.0K | 0.03% | −184−6.6% | Reduced |
| Leavell Investment Management, Inc. | 2,612 | $227.0K | 0.02% | −47−1.8% | Reduced |
| Seven Eight Capital, LP | 2,592 | $226.0K | 0.04% | −13,198−83.6% | Reduced |
| Advisor OS, LLC | 2,594 | $226.0K | 0.05% | +3+0.1% | Added |
| Charter Oak Capital Management, LLC | 2,582 | $225.0K | 0.03% | +60+2.4% | Added |
| Cobblestone Capital Advisors LLC | 2,564 | $223.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 2,548 | $222.0K | 0.02% | +116+4.8% | Added |
| Schnieders Capital Management LLC | 2,534 | $221.0K | 0.05% | +2,534 | New |
| D'Orazio & Associates, Inc. | 2,522 | $220.0K | 0.05% | +2+0.1% | Added |
| Ropes Wealth Advisors LLC | 2,514 | $219.0K | 0.04% | −1,351−35.0% | Reduced |
| Gamble Jones Investment Counsel | 2,517 | $219.0K | 0.01% | −580−18.7% | Reduced |
| Kovack Advisors, Inc. | 2,517 | $219.0K | 0.02% | −37−1.4% | Reduced |
| Becker Capital Management Inc | 2,516 | $219.0K | 0.01% | −24−0.9% | Reduced |
| Quest Capital Management Inc | 2,518 | $219.0K | 0.04% | +2,518 | New |
| New England Research & Management, Inc. | 2,525 | $217.0K | 0.10% | −100−3.8% | Reduced |
| Aveo Capital Partners, LLC | 2,494 | $217.0K | 0.04% | −13−0.5% | Reduced |
| Arrow Financial Corp | 2,488 | $217.0K | 0.03% | 00.0% | Unchanged |
| Mirova | 2,491 | $216.0K | 0.03% | +2,491 | New |
| Wealthspire Advisors, LLC | 2,455 | $214.0K | 0.00% | −350−12.5% | Reduced |
| Regent Investment Management LLC | 2,449 | $213.0K | 0.05% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 2,450 | $213.0K | 0.06% | +2,450 | New |
| Optimum Investment Advisors | 2,434 | $212.0K | 0.08% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2,437 | $212.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,439 | $212.0K | 0.01% | +2,439 | New |