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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1,058 | $80.0K | 0.01% | +1,058 | New |
| Ulland Investment Advisors, LLC | 1,049 | $81.0K | 0.06% | +30+2.9% | Added |
| Tilia Fiduciary Partners, Inc. | 1,066 | $82.0K | 0.07% | +87+8.9% | Added |
| FourThought Financial, LLC | 1,084 | $83.0K | 0.01% | −2−0.2% | Reduced |
| Northern Oak Wealth Management Inc | 1,075 | $83.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,083 | $83.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,086 | $84.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,111 | $85.0K | 0.00% | −51,108−97.9% | Reduced |
| Zions Bancorporation, N.A. | 1,099 | $85.0K | 0.01% | +119+12.1% | Added |
| Tevis Investment Management | 1,159 | $89.0K | 0.08% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,175 | $90.0K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,187 | $91.0K | 0.02% | −185−13.5% | Reduced |
| Citizens National Bank Trust Department | 1,250 | $91.0K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,186 | $91.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,188 | $91.4K | 0.03% | +5+0.4% | Added |
| Raffa Wealth Management, LLC | 1,189 | $91.5K | 0.03% | +5+0.4% | Added |
| Seeyond | 1,196 | $92.0K | 0.01% | −24−2.0% | Reduced |
| Fortis Advisors, LLC | 1,200 | $92.0K | 0.05% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,219 | $93.0K | 0.07% | +163+15.4% | Added |
| Clear Perspectives Financial Planning, LLC | 1,231 | $95.0K | 0.04% | 00.0% | Unchanged |
| First Command Bank | 1,251 | $96.0K | 0.01% | −393−23.9% | Reduced |
| First Command Financial Services, Inc. | 1,251 | $96.0K | 0.01% | −187−13.0% | Reduced |
| Community Bank, N.A. | 1,260 | $97.0K | 0.01% | −748−37.3% | Reduced |
| Stephenson National Bank & Trust | 1,261 | $97.0K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 1,276 | $98.0K | 0.05% | −150−10.5% | Reduced |
| Monetary Management Group Inc | 1,271 | $98.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,276 | $98.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,273 | $98.0K | 0.02% | +305+31.5% | Added |
| City State Bank | 1,317 | $101.0K | 0.06% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 1,315 | $101.0K | 0.04% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,340 | $103.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $104.0K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,364 | $105.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,377 | $106.0K | 0.02% | −837−37.8% | Reduced |
| Spire Wealth Management | 1,406 | $108.0K | 0.00% | −70−4.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,420 | $109.0K | 0.03% | −119−7.7% | Reduced |
| First Bank & Trust | 1,419 | $109.0K | 0.03% | +107+8.2% | Added |
| Brewin Dolphin Ltd | 1,436 | $111.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,472 | $113.0K | 0.01% | −13,389−90.1% | Reduced |
| Mascoma Wealth Management LLC | 1,492 | $115.0K | 0.04% | +92+6.6% | Added |
| North Star Investment Management Corp. | 1,519 | $117.0K | 0.01% | −25−1.6% | Reduced |
| Acadian Asset Management LLC | 1,611 | $123.0K | 0.00% | −11,405−87.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,594 | $123.0K | 0.08% | 00.0% | Unchanged |
| TCWP LLC | 1,600 | $123.0K | 0.02% | +1,600 | New |
| Concord Wealth Partners | 1,618 | $125.0K | 0.03% | −9−0.6% | Reduced |
| Bank of New Hampshire | 1,685 | $130.0K | 0.03% | +1,685 | New |
| BDO Wealth Advisors, LLC | 1,791 | $138.0K | 0.01% | −35−1.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,830 | $141.0K | 0.07% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,856 | $143.0K | 0.01% | −419−18.4% | Reduced |
| Acropolis Investment Management, LLC | 1,856 | $143.0K | 0.01% | −183−9.0% | Reduced |
| Smithfield Trust Co | 1,855 | $144.0K | 0.01% | −200−9.7% | Reduced |
| Vectors Research Management, LLC | 1,906 | $147.0K | 0.03% | −67−3.4% | Reduced |
| Addison Advisors LLC | 1,907 | $147.0K | 0.08% | +996+109.3% | Added |
| Belpointe Asset Management LLC | 1,925 | $148.0K | 0.01% | +1,925 | New |
| Pittenger & Anderson Inc | 1,932 | $149.0K | 0.01% | −373−16.2% | Reduced |
| Massmutual Trust Co FSB | 1,934 | $149.0K | 0.01% | +31+1.6% | Added |
| Penserra Capital Management LLC | 2,034 | $156.0K | 0.00% | +120+6.3% | Added |
| Manchester Capital Management LLC | 2,107 | $162.0K | 0.02% | +22+1.1% | Added |
| Allworth Financial LP | 2,117 | $163.0K | 0.00% | +194+10.1% | Added |
| Thomas White International Ltd | 2,170 | $167.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 2,247 | $173.0K | 0.10% | −87−3.7% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,266 | $174.0K | 0.05% | +301+15.3% | Added |
| Carmichael Hill & Associates, Inc. | 2,307 | $178.0K | 0.09% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,325 | $179.0K | 0.08% | −109−4.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,340 | $181.0K | 0.00% | +615+35.7% | Added |
| Leonteq Securities AG | 2,391 | $184.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,418 | $186.0K | 0.02% | −70−2.8% | Reduced |
| Logan Capital Management Inc | 2,437 | $188.0K | 0.01% | 00.0% | Unchanged |
| Mirova | 2,490 | $191.0K | 0.03% | −10.0% | Reduced |
| Prospera Financial Services Inc | 2,498 | $192.0K | 0.01% | −137−5.2% | Reduced |
| Proffitt & Goodson Inc | 2,539 | $195.0K | 0.04% | −187−6.9% | Reduced |
| Asset Dedication, LLC | 2,541 | $198.0K | 0.02% | −46−1.8% | Reduced |
| Charter Oak Capital Management, LLC | 2,583 | $199.0K | 0.02% | +10.0% | Added |
| Leavell Investment Management, Inc. | 2,612 | $201.0K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 2,612 | $201.0K | 0.02% | +204+8.5% | Added |
| Bellecapital International Ltd. | 2,624 | $202.0K | 0.06% | −4,128−61.1% | Reduced |
| Rafferty Asset Management, LLC | 2,620 | $202.0K | 0.00% | −1,680−39.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,639 | $203.0K | 0.06% | −2,444−48.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 2,635 | $203.0K | 0.02% | +251+10.5% | Added |
| Associated Banc-Corp | 2,640 | $204.0K | 0.01% | −12−0.5% | Reduced |
| Cullen Capital Management LLC | 2,646 | $204.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,673 | $206.0K | 0.01% | +2,673 | New |
| Congress Wealth Management LLC | 2,691 | $207.0K | 0.00% | −594−18.1% | Reduced |
| Stock Yards Bank & Trust Co | 2,694 | $207.0K | 0.01% | +10.0% | Added |
| Independent Advisor Alliance | 2,700 | $208.0K | 0.01% | −224−7.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 2,700 | $208.0K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 2,704 | $208.0K | 0.02% | +156+6.1% | Added |
| Adirondack Trust Co | 2,712 | $209.0K | 0.10% | −435−13.8% | Reduced |
| Aevitas Wealth Management, Inc. | 2,720 | $209.0K | 0.13% | −41−1.5% | Reduced |
| Anchor Investment Management, LLC | 2,717 | $209.1K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2,730 | $210.0K | 0.25% | −725−21.0% | Reduced |
| Center For Asset Management LLC | 2,754 | $212.0K | 0.16% | +2,754 | New |
| Brookstone Capital Management | 2,784 | $213.0K | 0.00% | −80−2.8% | Reduced |
| Aaron Wealth Advisors | 16,467 | $214.0K | 0.00% | +16,467 | New |
| Northeast Investment Management | 2,806 | $216.0K | 0.01% | −700−20.0% | Reduced |
| Geneos Wealth Management Inc. | 2,827 | $217.0K | 0.01% | −131−4.4% | Reduced |
| Quadrant Capital Group LLC | 2,826 | $217.0K | 0.03% | +47+1.7% | Added |
| Richwood Investment Advisors, LLC | 2,814 | $217.0K | 0.19% | +2,650+1,615.9% | Added |
| Farmers Trust Co | 2,832 | $218.0K | 0.05% | −120−4.1% | Reduced |
| Davidson Trust Co | 2,850 | $219.0K | 0.16% | −360−11.2% | Reduced |