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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kelly Financial Services LLC | 260 | $20.0K | 0.01% | +1+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 254 | $20.0K | 0.00% | −64−20.1% | Reduced |
| Costello Asset Management, INC | 262 | $20.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 255 | $20.0K | 0.01% | +128+100.8% | Added |
| Curi Capital | 289 | $22.0K | 0.00% | −28−8.8% | Reduced |
| Glen Eagle Advisors, LLC | 295 | $22.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 294 | $23.0K | 0.00% | −431−59.4% | Reduced |
| Gemmer Asset Management LLC | 311 | $23.0K | 0.00% | −7−2.2% | Reduced |
| Old Second National Bank of Aurora | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 302 | $23.0K | 0.02% | +302 | New |
| Cyrus J. Lawrence, LLC | 302 | $23.0K | 0.01% | +302 | New |
| Intelligent Financial Strategies | 316 | $24.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 312 | $24.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 310 | $24.0K | 0.01% | −4−1.3% | Reduced |
| BerganKDV Wealth Management, LLC | 328 | $25.0K | 0.00% | −250−43.3% | Reduced |
| Baldwin Brothers Inc | 330 | $25.0K | 0.00% | −27−7.6% | Reduced |
| First National Bank of South Miami | 330 | $25.0K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 325 | $25.0K | 0.02% | 00.0% | Unchanged |
| Sierra Capital LLC | 319 | $25.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 333 | $25.6K | 0.01% | −11−3.2% | Reduced |
| Laffer Tengler Investments | 335 | $25.8K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 332 | $26.0K | 0.03% | +332 | New |
| West Branch Capital LLC | 346 | $27.0K | 0.01% | −50−12.6% | Reduced |
| Prestige Wealth Management Group LLC | 347 | $27.0K | 0.01% | −1−0.3% | Reduced |
| West Oak Capital, LLC | 350 | $27.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 350 | $27.0K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 360 | $27.0K | 0.02% | +360 | New |
| Koshinski Asset Management, Inc. | 361 | $27.8K | 0.00% | +30+9.1% | Added |
| Motco | 366 | $28.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 379 | $29.0K | 0.01% | −31−7.6% | Reduced |
| Accel Wealth Management | 383 | $29.0K | 0.01% | −12−3.0% | Reduced |
| Orion Capital Management LLC | 375 | $29.0K | 0.02% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 385 | $30.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 393 | $30.0K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 399 | $31.0K | 0.00% | −780−66.2% | Reduced |
| Gradient Investments LLC | 405 | $31.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 400 | $31.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 418 | $32.0K | 0.00% | −193−31.6% | Reduced |
| SRS Capital Advisors, Inc. | 414 | $32.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 413 | $32.0K | 0.01% | +14+3.5% | Added |
| Pflug Koory, LLC | 425 | $33.0K | 0.02% | −65−13.3% | Reduced |
| KB Financial Partners, LLC | 428 | $33.0K | 0.01% | +48+12.6% | Added |
| Sargent Bickham Lagudis LLC | 437 | $34.0K | 0.00% | −25−5.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 439 | $34.0K | 0.03% | +1+0.2% | Added |
| Tompkins Financial Corp | 454 | $35.0K | 0.00% | −171−27.4% | Reduced |
| Norwood Financial Corp | 470 | $36.0K | 0.05% | 00.0% | Unchanged |
| Bray Capital Advisors | 462 | $36.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 465 | $36.0K | 0.01% | +150+47.6% | Added |
| Trustcore Financial Services, LLC | 478 | $37.0K | 0.00% | +68+16.6% | Added |
| Hexagon Capital Partners LLC | 500 | $38.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 503 | $39.0K | 0.02% | −16−3.1% | Reduced |
| Altshuler Shaham Ltd | 514 | $40.0K | 0.00% | +23+4.7% | Added |
| Cutler Group LP | 531 | $40.0K | 0.00% | +531 | New |
| Aspire Private Capital, LLC | 559 | $43.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 572 | $44.0K | 0.02% | −60−9.5% | Reduced |
| JFS Wealth Advisors, LLC | 577 | $44.0K | 0.00% | −19−3.2% | Reduced |
| TCI Wealth Advisors, Inc. | 579 | $45.0K | 0.01% | −2−0.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 590 | $45.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 598 | $45.0K | 0.01% | +598 | New |
| Fieldpoint Private Securities, LLC | 602 | $46.0K | 0.01% | −216−26.4% | Reduced |
| Key Financial Inc | 602 | $46.0K | 0.02% | −45−7.0% | Reduced |
| Compagnie Lombard Odier SCmA | 592 | $46.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 591 | $46.0K | 0.02% | +2+0.3% | Added |
| Howe & Rusling Inc | 618 | $48.0K | 0.01% | −325−34.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 619 | $48.0K | 0.01% | −289−31.8% | Reduced |
| Ahrens Investment Partners LLC | 622 | $48.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 631 | $49.0K | 0.00% | −2,285−78.4% | Reduced |
| Sageworth Trust Co of South Dakota | 657 | $51.0K | 0.10% | −2,904−81.6% | Reduced |
| Freedman Financial Associates, Inc. | 664 | $51.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 675 | $52.0K | 0.01% | −214−24.1% | Reduced |
| Hoertkorn Richard Charles | 682 | $52.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 698 | $54.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 731 | $56.0K | 0.02% | +1+0.1% | Added |
| Bellevue Asset Management, LLC | 716 | $56.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 746 | $57.0K | 0.00% | +164+28.2% | Added |
| Herold Advisors, Inc. | 801 | $61.6K | 0.02% | +801 | New |
| Veritas Investment Partners (UK) Ltd. | 800 | $62.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 825 | $63.0K | 0.01% | −12−1.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 822 | $63.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 828 | $64.0K | 0.01% | −801−49.2% | Reduced |
| Acima Private Wealth, LLC | 834 | $64.0K | 0.03% | 00.0% | Unchanged |
| Oakmont Corp | 830 | $64.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 854 | $66.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 872 | $67.0K | 0.01% | −127−12.7% | Reduced |
| Johnson Financial Group, Inc. | 899 | $69.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 900 | $69.0K | 0.04% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 900 | $69.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 898 | $69.0K | 0.07% | +7+0.8% | Added |
| Bedel Financial Consulting, Inc. | 927 | $71.0K | 0.02% | −7−0.7% | Reduced |
| CoreFirst Bank & Trust | 918 | $71.0K | 0.05% | 00.0% | Unchanged |
| Paloma Partners Management Co | 925 | $71.0K | 0.01% | +925 | New |
| M&R Capital Management Inc | 939 | $72.0K | 0.02% | 00.0% | Unchanged |
| Wilen Investment Management Corp. | 946 | $72.0K | 0.05% | +946 | New |
| Hudock, Inc. | 957 | $73.0K | 0.02% | −4−0.4% | Reduced |
| Baystate Wealth Management LLC | 967 | $74.0K | 0.01% | +1+0.1% | Added |
| Horan Securities, Inc. | 966 | $74.0K | 0.04% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 971 | $74.0K | 0.06% | +971 | New |
| AIA Group Ltd | 986 | $76.0K | 0.00% | +397+67.4% | Added |
| Hazlett, Burt & Watson, Inc. | 1,011 | $78.0K | 0.06% | +1,011 | New |
| MV Capital Management, Inc. | 1,033 | $79.0K | 0.01% | +109+11.8% | Added |