Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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, Q1 2022

Institutional positions in Otis Worldwide Corp as of Mar 31, 2022. 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: 1,147; −36 vs. Q4 2021
Shares held: 352.4M; −1.75M (−0.5%) vs. Q4 2021
Total value: $27.1B; −$3.70B (−12.0%) vs. Q4 2021
New holders: 84; 340 more added
Sold out: 120; 505 more reduced

16 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 1,147 institutions

Value heldQ1 2022: $27.1B

Institutions holding OTIS and their total value by quarter
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, Q1 2022

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q4 2021.

Institutions holding OTIS in Q1 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coastal Capital Group, Inc.	2	$0	0.00%	00.0%	Unchanged
PSI Advisors, LLC	2	$0	0.00%	00.0%	Unchanged
HBC Financial Services, PLLC	7	$0	0.00%	00.0%	Unchanged
Benjamin Edwards Inc	6	$0	0.00%	+6	New
J.Safra Asset Management Corp	19	$0	0.00%	+19	New
Heritage Wealth Management, LLC	3	$0	0.00%	+3	New
GoalVest Advisory LLC	1	$0	0.00%	+1	New
CFS Investment Advisory Services, LLC	11,543	$0	0.00%	+11,543	New
High Net Worth Advisory Group LLC	12	$1.00K	0.00%	−1,200−99.0%	Reduced
Eagle Bay Advisors LLC	7	$1.00K	0.00%	−924−99.2%	Reduced
Private Ocean, LLC	17	$1.00K	0.00%	−148−89.7%	Reduced
Ogorek Anthony Joseph	23	$1.00K	0.00%	00.0%	Unchanged
Syverson Strege & Co	8	$1.00K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	14	$1.00K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	11	$1.00K	0.00%	00.0%	Unchanged
TSFG, LLC	9	$1.00K	0.00%	00.0%	Unchanged
Steward Financial Group LLC	24	$1.00K	0.00%	+12+100.0%	Added
Guardian Wealth Management, Inc.	12	$1.00K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	19	$1.00K	0.00%	+19	New
Lee Financial Co	9	$1.00K	0.00%	+9	New
West Paces Advisors Inc.	14	$1.08K	0.00%	+14	New
PFS Partners, LLC	25	$1.95K	0.00%	00.0%	Unchanged
Assetmark, Inc	24	$2.00K	0.00%	−158−86.8%	Reduced
Cribstone Capital Management, LLC	32	$2.00K	0.00%	00.0%	Unchanged
Providence Capital Advisors, LLC	29	$2.00K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	25	$2.00K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	25	$2.00K	0.00%	00.0%	Unchanged
Twin Lakes Capital Management, LLC	22	$2.00K	0.00%	00.0%	Unchanged
Schubert & Co	21	$2.00K	0.00%	+2+10.5%	Added
Global Financial Private Client, LLC	37	$2.82K	0.00%	00.0%	Unchanged
Arcadia Investment Management Corp	37	$3.00K	0.00%	−180−82.9%	Reduced
Zullo Investment Group, Inc.	36	$3.00K	0.00%	−49−57.6%	Reduced
Valley National Advisers Inc	41	$3.00K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	45	$3.00K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	45	$3.00K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	42	$3.00K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	48	$3.00K	0.00%	+13+37.1%	Added
Cordant, Inc.	43	$3.00K	0.00%	+43	New
WR Wealth Planners, LLC	50	$3.85K	0.00%	+50	New
Ten Capital Wealth Advisors, LLC	52	$4.00K	0.00%	−28−35.0%	Reduced
Ci Investments Inc.	53	$4.00K	0.00%	00.0%	Unchanged
Ellis Investment Partners, LLC	60	$4.00K	0.00%	00.0%	Unchanged
Independence Bank of Kentucky	51	$4.00K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	44	$4.00K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	57	$4.00K	0.00%	+45+375.0%	Added
Creative Financial Designs Inc	67	$5.00K	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	64	$5.00K	0.00%	00.0%	Unchanged
Tradition Wealth Management, LLC	65	$5.00K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	66	$5.00K	0.00%	+66	New
Norway Savings Bank	80	$6.00K	0.00%	−20−20.0%	Reduced
Kayne Anderson Rudnick Investment Management LLC	79	$6.00K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	83	$6.00K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	75	$6.00K	0.00%	00.0%	Unchanged
Exchange Traded Concepts, LLC	91	$7.00K	0.00%	−1−1.1%	Reduced
JJJ Advisors Inc.	97	$7.00K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	89	$7.00K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	108	$8.00K	0.01%	00.0%	Unchanged
First Personal Financial Services	100	$8.00K	0.00%	−1−1.0%	Reduced
First PREMIER Bank	100	$8.00K	0.00%	00.0%	Unchanged
Sterling Investment Advisors, Ltd.	100	$8.00K	0.00%	00.0%	Unchanged
Professional Financial Advisors, LLC	108	$8.00K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	102	$8.00K	0.00%	+24+30.8%	Added
Lumature Wealth Partners, LLC	121	$9.00K	0.00%	00.0%	Unchanged
Strategic Asset Management, LLC	111	$9.00K	0.01%	00.0%	Unchanged
Tarbox Family Office, Inc.	130	$10.0K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	145	$11.0K	0.00%	−40−21.6%	Reduced
McClarren Financial Advisors, Inc.	154	$11.0K	0.01%	−1−0.6%	Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	148	$11.0K	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	142	$11.0K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	151	$12.0K	0.00%	−771−83.6%	Reduced
Lenox Wealth Advisors, LLC	154	$12.0K	0.00%	−10−6.1%	Reduced
Level Financial Advisors, Inc.	160	$12.0K	0.01%	00.0%	Unchanged
Selective Wealth Management, Inc.	154	$12.0K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	150	$12.0K	0.00%	00.0%	Unchanged
Operose Advisors LLC	150	$12.0K	0.01%	00.0%	Unchanged
Core Alternative Capital	161	$12.0K	0.00%	+144+847.1%	Added
Tortoise Investment Management, LLC	175	$13.0K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	172	$13.0K	0.00%	+1+0.6%	Added
Clear Street Markets LLC	175	$13.0K	0.00%	+175	New
Financial Perspectives, Inc	180	$13.9K	0.01%	00.0%	Unchanged
Hall Laurie J Trustee	189	$14.0K	0.01%	00.0%	Unchanged
Sittner & Nelson, LLC	184	$14.0K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	186	$14.0K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	179	$14.0K	0.00%	+165+1,178.6%	Added
Pinnacle Financial Partners Inc	190	$15.0K	0.00%	−15−7.3%	Reduced
Earnest Partners LLC	196	$15.0K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	196	$15.0K	0.00%	00.0%	Unchanged
Fortitude Advisory Group L.L.C.	203	$15.0K	0.01%	+9+4.6%	Added
Newbridge Financial Services Group, Inc.	214	$16.0K	0.01%	00.0%	Unchanged
Endurance Wealth Management, Inc.	205	$16.0K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	227	$17.0K	0.00%	−112−33.0%	Reduced
Column Capital Advisors, LLC	216	$17.0K	0.00%	+139+180.5%	Added
CNB Bank	237	$18.0K	0.01%	−50−17.4%	Reduced
Riggs Asset Managment Co. Inc.	231	$18.0K	0.01%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	230	$18.0K	0.02%	00.0%	Unchanged
West Bancorporation Inc	230	$18.0K	0.01%	+230	New
Capital Advisory Group Advisory Services, LLC	231	$18.0K	0.01%	+231	New
JNBA Financial Advisors	253	$19.0K	0.00%	00.0%	Unchanged
MCF Advisors LLC	246	$19.0K	0.00%	+246	New
San Luis Wealth Advisors LLC	220	$19.0K	0.01%	+220	New