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 |
|---|---|---|---|---|---|
| Bull Street Advisors, LLC | 5,197 | $400.0K | 0.19% | 00.0% | Unchanged |
| Lincoln National Corp | 5,225 | $402.0K | 0.01% | −426−7.5% | Reduced |
| Dividend Assets Capital, LLC | 5,240 | $403.0K | 0.08% | −390−6.9% | Reduced |
| Donaldson Capital Management, LLC | 5,256 | $404.0K | 0.02% | −60−1.1% | Reduced |
| Grimes & Company, Inc. | 5,265 | $405.0K | 0.02% | −840−13.8% | Reduced |
| Crestwood Advisors Group LLC | 5,285 | $407.0K | 0.01% | −1,287−19.6% | Reduced |
| Group One Trading, L.P. | 5,329 | $410.0K | 0.01% | +5,329 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 5,702 | $418.0K | 0.02% | +543+10.5% | Added |
| Pitcairn Co | 5,449 | $419.0K | 0.04% | −43−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 5,463 | $420.0K | 0.02% | −257−4.5% | Reduced |
| Jackson Square Capital, LLC | 5,452 | $420.0K | 0.13% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 5,570 | $429.0K | 0.02% | −18,070−76.4% | Reduced |
| Choate Investment Advisors | 5,577 | $429.0K | 0.02% | +81+1.5% | Added |
| Wetherby Asset Management Inc | 5,574 | $429.0K | 0.02% | +368+7.1% | Added |
| swisspartners Ltd. | 5,593 | $430.0K | 0.34% | −65−1.1% | Reduced |
| GYL Financial Synergies, LLC | 5,587 | $430.0K | 0.10% | −98−1.7% | Reduced |
| Change Path, LLC | 5,583 | $430.0K | 0.02% | +305+5.8% | Added |
| Fulton Bank, N.A. | 5,607 | $431.0K | 0.02% | +19+0.3% | Added |
| Segall Bryant & Hamill, LLC | 5,644 | $435.0K | 0.00% | −323−5.4% | Reduced |
| Shayne & Co., LLC | 5,655 | $435.0K | 0.21% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 5,664 | $436.0K | 0.06% | −4,652−45.1% | Reduced |
| City Holding Co | 5,661 | $436.0K | 0.07% | −336−5.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,686 | $438.0K | 0.01% | −800−12.3% | Reduced |
| Excalibur Management Corp | 5,782 | $445.0K | 0.19% | −26−0.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 5,796 | $446.0K | 0.10% | −89−1.5% | Reduced |
| Boston Trust Walden Corp | 5,828 | $448.0K | 0.00% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 5,793 | $450.0K | 0.22% | +1,171+25.3% | Added |
| Kingsview Wealth Management, LLC | 5,975 | $459.7K | 0.02% | −495−7.7% | Reduced |
| Garrison Point Advisors, LLC | 5,976 | $460.0K | 0.32% | 00.0% | Unchanged |
| Cambridge Trust Co | 6,002 | $462.0K | 0.02% | −594−9.0% | Reduced |
| Meridian Management Co | 6,002 | $462.0K | 0.15% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 6,043 | $465.0K | 0.03% | −841−12.2% | Reduced |
| Papp L Roy & Associates | 6,057 | $466.0K | 0.06% | −74−1.2% | Reduced |
| Sovereign Financial Group, Inc. | 6,084 | $468.0K | 0.17% | +1,565+34.6% | Added |
| Lafayette Investments, Inc. | 6,099 | $469.0K | 0.12% | +86+1.4% | Added |
| Mutual Advisors, LLC | 6,138 | $472.0K | 0.03% | +182+3.1% | Added |
| Cerity Partners LLC | 6,128 | $473.0K | 0.01% | +532+9.5% | Added |
| Trust Co of Virginia | 6,169 | $474.0K | 0.05% | −700−10.2% | Reduced |
| Security National Bank of Sioux City Iowa | 6,150 | $474.0K | 0.35% | −222−3.5% | Reduced |
| Private Capital Group, LLC | 6,165 | $474.0K | 0.11% | +1,441+30.5% | Added |
| Quantbot Technologies LP | 6,169 | $474.0K | 0.04% | +6,169 | New |
| Means Investment Co., Inc. | 6,184 | $476.0K | 0.09% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,207 | $477.0K | 0.02% | −254−3.9% | Reduced |
| Cetera Investment Advisers | 6,263 | $482.0K | 0.01% | −581−8.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,268 | $482.0K | 0.02% | −240−3.7% | Reduced |
| Journey Advisory Group, LLC | 6,277 | $483.0K | 0.12% | −275−4.2% | Reduced |
| Optas, LLC | 6,309 | $485.0K | 0.16% | +14+0.2% | Added |
| Investment Advisory Services Inc | 6,352 | $489.0K | 0.27% | +10.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,372 | $490.0K | 0.03% | −540−7.8% | Reduced |
| Ahl Investment Management, Inc. | 6,374 | $490.0K | 0.45% | −80−1.2% | Reduced |
| American Portfolios Advisors | 6,400 | $492.5K | 0.02% | +145+2.3% | Added |
| Western Wealth Management, LLC | 6,411 | $494.0K | 0.02% | +3,008+88.4% | Added |
| Schechter Investment Advisors, LLC | 6,466 | $497.0K | 0.05% | +492+8.2% | Added |
| Holderness Investments Co | 6,510 | $501.0K | 0.17% | +165+2.6% | Added |
| Moors & Cabot, Inc. | 6,574 | $506.0K | 0.03% | +469+7.7% | Added |
| Patten & Patten Inc | 6,591 | $507.0K | 0.04% | −315−4.6% | Reduced |
| Park Avenue Securities LLC | 6,587 | $507.0K | 0.01% | −187−2.8% | Reduced |
| Metis Global Partners, LLC | 6,594 | $507.0K | 0.06% | +2,868+77.0% | Added |
| Integrated Wealth Concepts LLC | 6,604 | $508.0K | 0.02% | +641+10.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,682 | $514.0K | 0.03% | +1,526+29.6% | Added |
| Sigma Planning Corp | 6,737 | $518.0K | 0.02% | −478−6.6% | Reduced |
| Simplex Trading, LLC | 6,779 | $521.0K | 0.02% | +6,779 | New |
| IBM Retirement Fund | 6,790 | $522.0K | 0.07% | −363−5.1% | Reduced |
| Werlinich Asset Management, LLC | 6,825 | $525.2K | 0.40% | 00.0% | Unchanged |
| Headinvest, LLC | 6,837 | $526.0K | 0.10% | −131−1.9% | Reduced |
| Westhampton Capital, LLC | 6,842 | $526.0K | 0.34% | −125−1.8% | Reduced |
| Bennicas & Associates, Inc. | 6,208 | $526.0K | 0.26% | +2,200+54.9% | Added |
| Aull & Monroe Investment Management Corp | 6,876 | $529.0K | 0.24% | −75−1.1% | Reduced |
| Freestone Capital Holdings, LLC | 6,880 | $529.0K | 0.02% | +1,221+21.6% | Added |
| Graham Capital Management, L.P. | 6,908 | $531.0K | 0.02% | +6,908 | New |
| Hillsdale Investment Management Inc. | 6,900 | $531.0K | 0.03% | +6,900 | New |
| Flagship Harbor Advisors, LLC | 6,908 | $532.0K | 0.05% | −1,036−13.0% | Reduced |
| Chicago Capital, LLC | 6,943 | $534.0K | 0.02% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 7,014 | $535.0K | 0.12% | −58−0.8% | Reduced |
| Point72 Asset Management, L.P. | 6,970 | $536.0K | 0.00% | +6,970 | New |
| Forte Capital LLC | 6,172 | $537.0K | 0.07% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 6,995 | $538.0K | 0.51% | −86−1.2% | Reduced |
| Allred Capital Management, LLC | 6,996 | $538.0K | 0.28% | +125+1.8% | Added |
| Stratos Wealth Partners, LTD. | 7,008 | $539.0K | 0.01% | −856−10.9% | Reduced |
| Everett Harris & Co | 7,010 | $539.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 7,028 | $541.0K | 0.15% | −1,000−12.5% | Reduced |
| River Wealth Advisors LLC | 7,027 | $541.0K | 0.09% | +33+0.5% | Added |
| Caldwell Trust Co | 7,090 | $545.6K | 0.07% | −358−4.8% | Reduced |
| Valley Brook Capital Group | 7,106 | $546.0K | 0.47% | −499−6.6% | Reduced |
| CWM, LLC | 7,152 | $550.0K | 0.00% | −553−7.2% | Reduced |
| Ar Asset Management Inc | 7,200 | $554.0K | 0.14% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,143 | $555.0K | 0.02% | −330−4.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,220 | $556.0K | 0.01% | +2,905+67.3% | Added |
| Tower Bridge Advisors | 7,261 | $558.7K | 0.04% | −349−4.6% | Reduced |
| Parsec Financial Management, Inc. | 7,272 | $560.0K | 0.02% | −19−0.3% | Reduced |
| FDx Advisors, Inc. | 7,295 | $561.0K | 0.02% | +78+1.1% | Added |
| Amica Retiree Medical Trust | 7,358 | $566.0K | 0.53% | −5,966−44.8% | Reduced |
| Cigna Investments Inc | 7,402 | $570.0K | 0.07% | −2,129−22.3% | Reduced |
| National Asset Management, Inc. | 7,458 | $575.0K | 0.02% | −524−6.6% | Reduced |
| Graypoint LLC | 7,489 | $576.0K | 0.06% | −632−7.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 7,416 | $576.0K | 0.02% | 00.0% | Unchanged |
| Wendell David Associates Inc | 7,579 | $583.0K | 0.06% | −862−10.2% | Reduced |
| Pring Turner Capital Group Inc | 7,575 | $583.0K | 0.45% | +4,500+146.3% | Added |
| IFP Advisors, Inc | 10,968 | $586.0K | 0.01% | +9,593+697.7% | Added |
| Brown Advisory Securities, LLC | 7,751 | $598.0K | 0.35% | −974−11.2% | Reduced |