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Livermore
ZHEN

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.

Q1 2022 vs. Q4 2021

How the institutions holding Otis Worldwide Corp changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of OTIS: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders1,199161,147−36
Shares354.6M411.6K352.4M−1.75M (−0.5%)
Value$30.9B$35.8M$27.1B−$3.70B (−12.0%)

16 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (84)

Institutions that held Otis Worldwide Corp at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to OTIS in Q1 2022
InstitutionSharesValue% of portfolio
Viking Global Investors LPSuperinvestorViking Global Investors3,538,164$272.3M1.10%
Lazard Freres Gestion S.A.S.1,331,296$99.8M3.01%
Walleye Capital LLC278,870$21.5M0.62%
Alyeska Investment Group, L.P.259,617$20.0M0.22%
AustralianSuper Pty Ltd258,355$19.9M0.12%
Balyasny Asset Management LLC198,816$15.3M0.07%
Natixis159,204$12.3M0.04%
Amalgamated Financial Corp.113,371$8.72M0.07%
Achmea Investment Management B.V.80,409$6.19M0.16%
Kiwi Wealth Investments Limited Partnership76,823$5.91M0.32%
Barclays PLC74,602$5.74M0.00%
Magnetar Financial LLC53,649$4.13M0.04%
ExodusPoint Capital Management, LP49,791$3.83M0.06%
Financial Advisors Network, Inc.35,265$2.71M0.67%
Ossiam20,245$1.56M0.04%
M Holdings Securities, Inc.18,245$1.40M0.11%
Banco Santander, S.A.14,032$1.08M0.01%
Inverness Counsel LLC12,575$968.0K0.04%
Caxton Associates LP12,090$930.0K0.09%
Occudo Quantitative Strategies LP10,780$830.0K0.07%
Country Club Bank8,933$694.0K0.06%
Reynolds Investment Management, Inc.8,534$657.0K0.19%
BI Asset Management Fondsmaeglerselskab A/S8,380$645.0K0.02%
Maven Securities LTD8,177$629.0K0.13%
GHP Investment Advisors, Inc.8,049$619.0K0.04%
Point72 Asset Management, L.P.6,970$536.0K0.00%
Graham Capital Management, L.P.6,908$531.0K0.02%
Hillsdale Investment Management Inc.6,900$531.0K0.03%
Simplex Trading, LLC6,779$521.0K0.02%
Quantbot Technologies LP6,169$474.0K0.04%
Group One Trading, L.P.5,329$410.0K0.01%
McDonald Partners LLC4,823$371.0K0.08%
HB Wealth Management, LLC4,735$364.0K0.01%
Balentine LLC4,722$363.0K0.01%
PEAK6 Investments LLC4,674$360.0K0.01%
First Western Trust Bank4,244$330.0K0.02%
Meeder Asset Management Inc3,707$285.0K0.01%
Fund Management at Engine No. 1 LLC3,597$277.0K0.07%
Money Concepts Capital Corp3,358$258.0K0.01%
Old Mission Capital LLC3,329$256.0K0.01%
Eudaimonia Partners, LLC3,241$249.0K0.04%
Wolverine Trading, LLC3,194$248.0K0.01%
Security National Bank3,226$248.0K0.06%
Apollon Wealth Management, LLC3,201$246.0K0.02%
Atria Wealth Solutions, Inc.3,114$240.0K0.00%
J. L. Bainbridge & Co., Inc.3,054$235.0K0.03%
LMCG Investments, LLC3,011$232.0K0.01%
Haverford Trust Co2,963$228.0K0.00%
Empirical Asset Management, LLC2,896$223.0K0.21%
Aaron Wealth Advisors16,467$214.0K0.00%
Center For Asset Management LLC2,754$212.0K0.16%
Coldstream Capital Management Inc2,673$206.0K0.01%
Belpointe Asset Management LLC1,925$148.0K0.01%
Bank of New Hampshire1,685$130.0K0.03%
TCWP LLC1,600$123.0K0.02%
Global Retirement Partners, LLC1,058$80.0K0.01%
Hazlett, Burt & Watson, Inc.1,011$78.0K0.06%
Paladin Advisory Group, LLC971$74.0K0.06%
Wilen Investment Management Corp.946$72.0K0.05%
Paloma Partners Management Co925$71.0K0.01%
Herold Advisors, Inc.801$61.6K0.02%
Beacon Capital Management, LLC598$45.0K0.01%
Cutler Group LP531$40.0K0.00%
LFA - Lugano Financial Advisors SA360$27.0K0.02%
NuWave Investment Management, LLC332$26.0K0.03%
Riverview Trust Co302$23.0K0.02%
Cyrus J. Lawrence, LLC302$23.0K0.01%
MCF Advisors LLC246$19.0K0.00%
San Luis Wealth Advisors LLC220$19.0K0.01%
West Bancorporation Inc230$18.0K0.01%
Capital Advisory Group Advisory Services, LLC231$18.0K0.01%
Clear Street Markets LLC175$13.0K0.00%
GPS Wealth Strategies Group, LLC66$5.00K0.00%
WR Wealth Planners, LLC50$3.85K0.00%
Cordant, Inc.43$3.00K0.00%
West Paces Advisors Inc.14$1.08K0.00%
GW&K Investment Management, LLC19$1.00K0.00%
Lee Financial Co9$1.00K0.00%
Benjamin Edwards Inc6$00.00%
J.Safra Asset Management Corp19$00.00%
Heritage Wealth Management, LLC3$00.00%
GoalVest Advisory LLC1$00.00%
CFS Investment Advisory Services, LLC11,543$00.00%
Landmark Wealth Management, LLC214––

Sold out (120)

Institutions that held Otis Worldwide Corp at the end of Q4 2021 and filed for Q1 2022 without it.

Showing the largest 100 of 120 by value.

Institutions that sold out of OTIS in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Clark Capital Management Group, Inc.411,688$35.8M
Marshall Wace, LLP366,725$31.9M
Varma Mutual Pension Insurance Co170,000$14.8M
Scopus Asset Management, L.P.151,411$13.2M
Cartenna Capital, LP125,000$10.9M
Lighthouse Investment Partners, LLC91,557$7.97M
Fundsmith Investment Services Ltd.87,908$7.65M
Jefferies Group LLC43,874$3.82M
Applied Research Investments, LLC29,615$2.58M
Eqis Capital Management, Inc.28,073$2.44M
Bayesian Capital Management, LP26,851$2.34M
Aigen Investment Management, LP26,900$2.27M
Pearl River Capital, LLC25,229$2.20M
Dearborn Partners LLC21,349$1.86M
Advisors Asset Management, Inc.20,296$1.77M
Echo Street Capital Management LLC19,343$1.68M
Exchange Capital Management, Inc.16,122$1.40M
Capitolis Advisors LLC16,051$1.40M
Gyon Technologies Capital Management, LP14,363$1.25M
Y-Intercept (Hong Kong) Ltd10,886$948.0K
Lombard Odier Asset Management (Switzerland) SA8,103$706.0K
Arkadios Wealth Advisors7,462$650.0K
Sound Financial Strategies Group, LLC7,238$630.0K
Pensionfund DSM Netherlands7,200$627.0K
Sciencast Management LP7,200$620.0K
Transform Wealth, LLC6,478$564.0K
GWM Advisors LLC5,607$488.0K
Jump Financial, LLC5,300$461.0K
Asahi Life Asset Management Co., Ltd.5,230$455.0K
Connectus Wealth, LLC4,934$430.0K
Alpha Paradigm Partners, LLC4,564$397.0K
XTX Topco Ltd4,544$396.0K
Quadrature Capital Ltd4,346$378.0K
United Bank4,203$366.0K
Csenge Advisory Group4,369$359.0K
Focus Financial Network, Inc.4,003$348.5K
Winning Points Advisors, LLC2,600$339.0K
Dynamic Technology Lab Private Ltd3,880$338.0K
Virtue Capital Management, LLC3,882$338.0K
NorthRock Partners, LLC3,732$325.0K
Barings LLC3,530$307.0K
MBB Public Markets I LLC3,398$296.0K
CPWM, LLC3,539$291.0K
WBH Advisory Inc3,152$274.0K
Modera Wealth Management, LLC3,021$263.0K
Coastal Bridge Advisors, LLC3,414$259.0K
Engine No. 1 LLC2,907$253.0K
Crawford Investment Counsel Inc2,850$248.0K
Orion Portfolio Solutions, LLC2,831$246.0K
Laird Norton Trust Company, LLC2,814$245.0K
Kerntke Otto McGlone Wealth Management Group2,765$241.0K
Bluefin Capital Management, LLC2,700$235.0K
Financial Advocates Investment Management2,551$233.0K
Montis Financial, LLC2,652$231.0K
Advisor OS, LLC2,594$226.0K
Cobblestone Capital Advisors LLC2,564$223.0K
Schnieders Capital Management LLC2,534$221.0K
D'Orazio & Associates, Inc.2,522$220.0K
Becker Capital Management Inc2,516$219.0K
Gamble Jones Investment Counsel2,517$219.0K
Ropes Wealth Advisors LLC2,514$219.0K
Kovack Advisors, Inc.2,517$219.0K
Aveo Capital Partners, LLC2,494$217.0K
New England Research & Management, Inc.2,525$217.0K
Wealthspire Advisors, LLC2,455$214.0K
Regent Investment Management LLC2,449$213.0K
GSB Wealth Management, LLC2,450$213.0K
Valmark Advisers, Inc.2,425$211.0K
Clear Harbor Asset Management, LLC2,387$208.0K
Hilltop Holdings Inc.2,369$207.0K
SignalPoint Asset Management, LLC2,386$207.0K
Heritage Trust Co2,350$205.0K
Founders Capital Management, LLC2,342$204.0K
Regal Wealth Group, Inc.2,346$204.0K
Grove Bank & Trust2,335$204.0K
Bridgewater Advisors Inc.2,333$203.0K
Baxter Bros Inc2,315$202.0K
Buckingham Strategic Wealth, LLC2,314$201.0K
Mission Creek Capital Partners, Inc.2,310$201.0K
Dark Forest Capital Management LP2,016$176.0K
Mystic Asset Management, Inc.1,525$132.0K
Comprehensive Financial Consultants Institutional, Inc.1,405$110.0K
Confluence Wealth Services, Inc.1,217$105.0K
Chilton Capital Management LLC1,163$101.0K
Sageworth Trust Co1,070$93.0K
SBK Financial, Inc.1,000$87.0K
Cornerstone Advisory, LLC991$86.0K
CoreCap Advisors, LLC958$83.0K
Cassady Schiller Wealth Management, LLC862$75.0K
Paragon Capital Management Ltd721$63.0K
CenterStar Asset Management, LLC–$57.0K
Old North State Trust, LLC555$48.0K
Widmann Financial Services, Inc.473$41.0K
Retirement Planning Co of New England, Inc.466$40.0K
Standard Family Office LLC437$38.0K
Truvestments Capital LLC409$36.0K
Andrew Hill Investment Advisors, Inc.402$35.0K
James Reed Financial Services, Inc.400$34.0K
Vigilant Capital Management, LLC379$33.0K
Signet Financial Management, LLC331$29.0K

Not filed for Q1 2022 yet (16)

Institutions that held Otis Worldwide Corp at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTIS in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Andra AP-fonden206,500$18.0M
Reilly Financial Advisors, LLC135,399$11.8M
Country Club Trust Company, n.a.25,172$2.17M
MRJ Capital Inc15,395$1.34M
Ascension Asset Management LLC6,980$608.0K
Carroll Financial Associates, Inc.4,196$363.0K
Metatron Capital SICAV plc4,000$348.2K
Heritage Way Advisors, LLC4,000$348.0K
NEXT Financial Group, Inc3,185$277.0K
Quest Capital Management Inc2,518$219.0K
Harbour Investments, Inc.1,570$137.0K
Markston International LLC1,274$111.0K
Crescent Capital Consulting, LLC704$61.0K
Truehand, Inc474$41.0K
Bell Investment Advisors, Inc207$18.0K
Castle Financial & Retirement Planning Associates, Inc.4$0