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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 2,849 | $219.0K | 0.04% | −12−0.4% | Reduced |
| Tiedemann Advisors, LLC | 2,857 | $219.0K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 2,887 | $222.0K | 0.01% | −690−19.3% | Reduced |
| Chicago Trust Co NA | 2,883 | $222.0K | 0.05% | −33−1.1% | Reduced |
| Forum Financial Management, LP | 2,894 | $222.0K | 0.01% | +455+18.7% | Added |
| Ancora Advisors, LLC | 2,894 | $223.0K | 0.01% | −218−7.0% | Reduced |
| St Germain D J Co Inc | 2,901 | $223.0K | 0.01% | −97−3.2% | Reduced |
| Meridian Wealth Management, LLC | 2,903 | $223.0K | 0.02% | −85−2.8% | Reduced |
| Avantax Planning Partners, Inc. | 2,894 | $223.0K | 0.01% | −73−2.5% | Reduced |
| Howland Capital Management LLC | 2,892 | $223.0K | 0.01% | +13+0.5% | Added |
| Empirical Asset Management, LLC | 2,896 | $223.0K | 0.21% | +2,896 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 2,922 | $225.0K | 0.04% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 2,969 | $228.0K | 0.05% | −75−2.5% | Reduced |
| Haverford Trust Co | 2,963 | $228.0K | 0.00% | +2,963 | New |
| Mairs & Power Inc | 2,984 | $230.0K | 0.00% | +200+7.2% | Added |
| Systematic Financial Management LP | 3,000 | $231.0K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $231.0K | 0.05% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $231.0K | 0.04% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 3,011 | $232.0K | 0.14% | −65−2.1% | Reduced |
| LMCG Investments, LLC | 3,011 | $232.0K | 0.01% | +3,011 | New |
| Essex Savings Bank | 3,025 | $233.0K | 0.08% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,049 | $233.0K | 0.03% | +34+1.1% | Added |
| Calamos Wealth Management LLC | 3,031 | $233.0K | 0.02% | +153+5.3% | Added |
| Sentry Investment Management LLC | 3,036 | $234.0K | 0.07% | −511−14.4% | Reduced |
| Breiter Capital Management Inc | 3,041 | $234.0K | 0.12% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,049 | $235.0K | 0.03% | −108−3.4% | Reduced |
| Hancock Whitney Corp | 3,043 | $235.0K | 0.01% | −66−2.1% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,054 | $235.0K | 0.03% | +3,054 | New |
| Kistler-Tiffany Companies, LLC | 3,072 | $236.0K | 0.04% | −704−18.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,073 | $236.0K | 0.01% | −160−4.9% | Reduced |
| Qtron Investments LLC | 3,076 | $237.0K | 0.05% | −2,970−49.1% | Reduced |
| Laurel Wealth Advisors LLC | 3,082 | $237.0K | 0.05% | −16−0.5% | Reduced |
| 9258 Wealth Management, LLC | 3,081 | $237.0K | 0.05% | −21−0.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,085 | $237.0K | 0.01% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,081 | $237.0K | 0.19% | +50+1.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,095 | $238.0K | 0.04% | −232−7.0% | Reduced |
| Spinnaker Trust | 3,087 | $238.0K | 0.02% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 3,120 | $240.0K | 0.03% | +176+6.0% | Added |
| Atria Wealth Solutions, Inc. | 3,114 | $240.0K | 0.00% | +3,114 | New |
| First Horizon Advisors, Inc. | 3,121 | $241.0K | 0.01% | −198−6.0% | Reduced |
| Baker Ellis Asset Management LLC | 3,138 | $241.0K | 0.04% | −100−3.1% | Reduced |
| Waldron Private Wealth LLC | 3,136 | $241.0K | 0.01% | +129+4.3% | Added |
| Goelzer Investment Management, Inc. | 3,150 | $242.0K | 0.02% | −58−1.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,153 | $243.0K | 0.08% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,162 | $243.0K | 0.21% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,172 | $244.0K | 0.00% | +98+3.2% | Added |
| Lido Advisors, LLC | 3,172 | $244.0K | 0.00% | +242+8.3% | Added |
| M&G Investment Management Ltd | 3,178 | $245.0K | 0.00% | −27−0.8% | Reduced |
| Apollon Wealth Management, LLC | 3,201 | $246.0K | 0.02% | +3,201 | New |
| Institutional & Family Asset Management, LLC | 3,209 | $247.0K | 0.04% | −46−1.4% | Reduced |
| NTB Financial Corp | 3,214 | $247.0K | 0.18% | 00.0% | Unchanged |
| Resources Management Corp | 3,226 | $248.0K | 0.03% | −567−14.9% | Reduced |
| Teza Capital Management LLC | 3,221 | $248.0K | 0.09% | +875+37.3% | Added |
| Wolverine Trading, LLC | 3,194 | $248.0K | 0.01% | +3,194 | New |
| Security National Bank | 3,226 | $248.0K | 0.06% | +3,226 | New |
| Bailard, Inc. | 3,240 | $249.0K | 0.01% | −40−1.2% | Reduced |
| Eudaimonia Partners, LLC | 3,241 | $249.0K | 0.04% | +3,241 | New |
| Fishman Jay A Ltd | 3,245 | $249.7K | 0.03% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 3,243 | $250.0K | 0.03% | −5−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,267 | $251.0K | 0.00% | +933+40.0% | Added |
| Deseret Mutual Benefit Administrators | 3,274 | $252.0K | 0.05% | −492−13.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,298 | $254.0K | 0.00% | −20−0.6% | Reduced |
| Rothschild Investment Corp | 3,303 | $254.0K | 0.02% | 00.0% | Unchanged |
| Wade G W & Inc | 3,318 | $255.0K | 0.01% | −397−10.7% | Reduced |
| Defined Wealth Management, LLC | 3,310 | $255.0K | 0.22% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 3,323 | $256.0K | 0.08% | −690−17.2% | Reduced |
| Argent Capital Management LLC | 3,330 | $256.0K | 0.01% | 00.0% | Unchanged |
| Old Mission Capital LLC | 3,329 | $256.0K | 0.01% | +3,329 | New |
| Lowe Brockenbrough & Co Inc | 3,344 | $257.0K | 0.02% | −25−0.7% | Reduced |
| Money Concepts Capital Corp | 3,358 | $258.0K | 0.01% | +3,358 | New |
| Altium Wealth Management LLC | 3,397 | $261.0K | 0.02% | −67−1.9% | Reduced |
| Citizens Business Bank | 3,400 | $262.0K | 0.03% | 00.0% | Unchanged |
| DCM Advisors, LLC | 3,453 | $266.0K | 0.09% | −275−7.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 3,457 | $266.0K | 0.02% | +150+4.5% | Added |
| Centaurus Financial, Inc. | 3,495 | $269.0K | 0.02% | −1,085−23.7% | Reduced |
| Founders Financial Securities LLC | 3,496 | $269.0K | 0.05% | +231+7.1% | Added |
| TCTC Holdings, LLC | 3,503 | $270.0K | 0.01% | −1,020−22.6% | Reduced |
| MEMBERS Trust Co | 3,515 | $270.0K | 0.01% | −112−3.1% | Reduced |
| Farmers National Bank | 3,530 | $271.6K | 0.09% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,536 | $272.0K | 0.01% | +715+25.3% | Added |
| Covington Capital Management | 3,550 | $273.0K | 0.01% | −535−13.1% | Reduced |
| HBK Sorce Advisory LLC | 3,559 | $274.0K | 0.01% | −41−1.1% | Reduced |
| Amplius Wealth Advisors, LLC | 3,565 | $274.0K | 0.04% | −35−1.0% | Reduced |
| Surevest, LLC | 3,575 | $275.0K | 0.07% | −134−3.6% | Reduced |
| Boston Family Office LLC | 3,568 | $275.0K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,590 | $276.0K | 0.17% | −36−1.0% | Reduced |
| Virginia Retirement Systems Et Al | 3,600 | $277.0K | 0.00% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 3,597 | $277.0K | 0.07% | +3,597 | New |
| Riverwater Partners LLC | 3,612 | $278.0K | 0.46% | +85+2.4% | Added |
| Shelton Capital Management | 3,630 | $279.0K | 0.01% | 00.0% | Unchanged |
| Fruth Investment Management | 3,628 | $279.0K | 0.08% | +88+2.5% | Added |
| Valeo Financial Advisors, LLC | 3,634 | $280.0K | 0.01% | −41−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 3,643 | $280.0K | 0.04% | −25−0.7% | Reduced |
| Checchi Capital Advisers, LLC | 3,634 | $280.0K | 0.03% | +83+2.3% | Added |
| Meridian Investment Counsel Inc. | 3,671 | $282.0K | 0.10% | −11−0.3% | Reduced |
| Burleson & Company, LLC | 3,673 | $283.0K | 0.05% | 00.0% | Unchanged |
| David Loasby | 3,668 | $283.0K | 0.04% | +5+0.1% | Added |
| Meeder Asset Management Inc | 3,707 | $285.0K | 0.01% | +3,707 | New |
| Bank of the West | 3,731 | $287.0K | 0.03% | −1,192−24.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,759 | $289.0K | 0.01% | 00.0% | Unchanged |