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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 3,344 | $291.0K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 3,790 | $292.0K | 0.02% | −250−6.2% | Reduced |
| Northwest Bancshares, Inc. | 3,803 | $293.0K | 0.06% | −77−2.0% | Reduced |
| Frontier Wealth Management LLC | 3,877 | $294.0K | 0.00% | −42−1.1% | Reduced |
| Moneta Group Investment Advisors LLC | 3,821 | $294.0K | 0.01% | +65+1.7% | Added |
| Brighton Jones LLC | 3,876 | $298.0K | 0.01% | +183+5.0% | Added |
| First National Trust Co | 3,884 | $299.0K | 0.02% | −136−3.4% | Reduced |
| LVW Advisors, LLC | 3,896 | $300.0K | 0.05% | +87+2.3% | Added |
| Sound View Wealth Advisors Group, LLC | 3,910 | $301.0K | 0.06% | −50−1.3% | Reduced |
| Washington Trust Advisors, Inc. | 3,956 | $304.0K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 3,974 | $306.0K | 0.21% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 3,986 | $307.0K | 0.03% | −704−15.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,990 | $307.0K | 0.02% | 00.0% | Unchanged |
| Sun Life Financial INC | 4,027 | $309.0K | 0.01% | −134−3.2% | Reduced |
| SlateStone Wealth, LLC | 4,021 | $309.0K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,064 | $313.0K | 0.01% | +204+5.3% | Added |
| Compton Capital Management Inc | 4,075 | $314.0K | 0.09% | −404−9.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $314.0K | 0.09% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,125 | $317.0K | 0.03% | 00.0% | Unchanged |
| Twin Tree Management, LP | 4,135 | $318.0K | 0.01% | −24,624−85.6% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,154 | $318.0K | 0.11% | +3+0.1% | Added |
| Boyd Watterson Asset Management LLC | 4,145 | $319.0K | 0.12% | +271+7.0% | Added |
| Industrial Alliance Investment Management Inc. | 4,170 | $321.0K | 0.01% | −1,546−27.0% | Reduced |
| Cooper Financial Group | 4,184 | $322.0K | 0.12% | +605+16.9% | Added |
| Pathstone Family Office, LLC | 3,847 | $323.0K | 0.01% | −2,368−38.1% | Reduced |
| Concentric Wealth Management, LLC | 4,225 | $325.0K | 0.09% | 00.0% | Unchanged |
| NTV Asset Management LLC | 4,227 | $325.0K | 0.05% | +13+0.3% | Added |
| Collective Family Office LLC | 4,239 | $326.0K | 0.12% | −9−0.2% | Reduced |
| American National Registered Investment Advisor, Inc. | 4,248 | $327.0K | 0.12% | −192−4.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,252 | $327.0K | 0.05% | −172−3.9% | Reduced |
| Drexel Morgan & Co. | 4,288 | $330.0K | 0.10% | 00.0% | Unchanged |
| First Western Trust Bank | 4,244 | $330.0K | 0.02% | +4,244 | New |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $331.0K | 0.11% | 00.0% | Unchanged |
| New England Guild Wealth Advisors, Inc. | 4,337 | $334.0K | 0.18% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 4,362 | $336.0K | 0.01% | −100−2.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,361 | $336.0K | 0.02% | −12−0.3% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 4,367 | $336.0K | 0.03% | +1,289+41.9% | Added |
| Roberts Capital Advisors, LLC | 4,374 | $337.0K | 0.35% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,373 | $337.0K | 0.03% | +846+24.0% | Added |
| Fiduciary Group LLC | 4,642 | $338.0K | 0.04% | −493−9.6% | Reduced |
| Capstone Investment Advisors, LLC | 4,389 | $338.0K | 0.01% | +3,819+670.0% | Added |
| Clearstead Advisors, LLC | 4,412 | $339.0K | 0.02% | +219+5.2% | Added |
| First City Capital Management, Inc. | 4,417 | $340.0K | 0.19% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 4,476 | $341.4K | 0.05% | +26+0.6% | Added |
| South State Corp. | 4,455 | $343.0K | 0.03% | −1,754−28.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,458 | $343.0K | 0.04% | +645+16.9% | Added |
| Burns J W & Co Inc | 4,472 | $344.0K | 0.05% | −1,295−22.5% | Reduced |
| Financial Advisory Group | 4,468 | $344.0K | 0.07% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,469 | $344.0K | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,490 | $346.0K | 0.03% | +957+27.1% | Added |
| Tucker Asset Management LLC | 4,508 | $346.9K | 0.11% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 4,510 | $347.0K | 0.20% | +232+5.4% | Added |
| Machina Capital S.A.S. | 4,513 | $347.0K | 0.76% | +1,798+66.2% | Added |
| Colonial Trust Advisors | 4,532 | $349.0K | 0.04% | −443−8.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 4,533 | $349.0K | 0.22% | −370−7.5% | Reduced |
| Tiemann Investment Advisors, LLC | 4,549 | $350.0K | 0.16% | −58−1.3% | Reduced |
| Beck Mack & Oliver LLC | 4,547 | $350.0K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,556 | $351.0K | 0.20% | −240−5.0% | Reduced |
| Chemung Canal Trust Co | 4,559 | $351.0K | 0.07% | −50−1.1% | Reduced |
| Pointe Capital Management LLC | 4,576 | $352.0K | 0.22% | 00.0% | Unchanged |
| Veriti Management LLC | 4,584 | $353.0K | 0.04% | +297+6.9% | Added |
| SeaCrest Wealth Management, LLC | 4,612 | $355.0K | 0.04% | −197−4.1% | Reduced |
| Warther Private Wealth, LLC | 4,655 | $355.0K | 0.23% | −23−0.5% | Reduced |
| Westport Asset Management Inc | 4,127 | $355.0K | 0.16% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 4,665 | $359.0K | 0.06% | −83−1.7% | Reduced |
| PEAK6 Investments LLC | 4,674 | $360.0K | 0.01% | +4,674 | New |
| Balentine LLC | 4,722 | $363.0K | 0.01% | +4,722 | New |
| Ellevest, Inc. | 4,724 | $364.0K | 0.03% | +720+18.0% | Added |
| HB Wealth Management, LLC | 4,735 | $364.0K | 0.01% | +4,735 | New |
| Peoples Financial Services Corp. | 4,737 | $365.0K | 0.16% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,785 | $368.0K | 0.02% | −48−1.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,784 | $368.0K | 0.04% | +503+11.7% | Added |
| Advisory Services Network, LLC | 4,814 | $370.0K | 0.01% | +14+0.3% | Added |
| 1st Source Bank | 4,827 | $371.0K | 0.02% | +41+0.9% | Added |
| McDonald Partners LLC | 4,823 | $371.0K | 0.08% | +4,823 | New |
| Meristem Family Wealth, LLC | 4,838 | $372.0K | 0.04% | −1,157−19.3% | Reduced |
| Loomis Sayles & Co L P | 4,847 | $373.0K | 0.00% | +2,769+133.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,856 | $374.0K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,892 | $376.0K | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,894 | $377.0K | 0.02% | −690−12.4% | Reduced |
| Bath Savings Trust Co | 4,902 | $377.0K | 0.04% | −400−7.5% | Reduced |
| Charter Trust Co | 4,955 | $381.0K | 0.03% | −307−5.8% | Reduced |
| Main Street Research LLC | 4,990 | $384.0K | 0.04% | −364,853−98.7% | Reduced |
| Profund Advisors LLC | 4,990 | $384.0K | 0.02% | −904−15.3% | Reduced |
| American National Insurance Co | 5,001 | $385.0K | 0.10% | −1,211−19.5% | Reduced |
| Gifford Fong Associates | 5,000 | $385.0K | 0.07% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 5,025 | $387.0K | 0.59% | −45−0.9% | Reduced |
| Washington Trust Co | 5,056 | $388.0K | 0.02% | −731−12.6% | Reduced |
| KCM Investment Advisors LLC | 5,070 | $390.0K | 0.01% | −224−4.2% | Reduced |
| J.W. Cole Advisors, Inc. | 5,062 | $390.0K | 0.03% | −108−2.1% | Reduced |
| Foster & Motley Inc | 5,117 | $394.0K | 0.03% | −94−1.8% | Reduced |
| Capital City Trust Co | 5,122 | $394.0K | 0.11% | −75−1.4% | Reduced |
| Flputnam Investment Management Co | 5,131 | $395.0K | 0.01% | −3,583−41.1% | Reduced |
| Wedbush Securities Inc | 5,132 | $395.0K | 0.02% | +126+2.5% | Added |
| Boston Financial Mangement LLC | 5,128 | $395.0K | 0.02% | +166+3.3% | Added |
| Greenleaf Trust | 5,165 | $397.0K | 0.00% | +8+0.2% | Added |
| Sky Investment Group LLC | 5,177 | $398.0K | 0.08% | −1,185−18.6% | Reduced |
| TD Waterhouse Canada Inc. | 5,183 | $398.3K | 0.00% | −64−1.2% | Reduced |
| Webster Bank, N. A. | 5,195 | $400.0K | 0.05% | −190−3.5% | Reduced |
| Lindbrook Capital, LLC | 5,192 | $400.0K | 0.06% | −136−2.6% | Reduced |