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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 7,787 | $599.0K | 0.01% | −137−1.7% | Reduced |
| Salem Investment Counselors Inc | 7,779 | $599.0K | 0.02% | +21+0.3% | Added |
| American Century Companies Inc | 7,817 | $601.0K | 0.00% | +620+8.6% | Added |
| Merit Financial Group, LLC | 7,846 | $604.0K | 0.04% | −100−1.3% | Reduced |
| Montag A & Associates Inc | 7,864 | $605.0K | 0.03% | −172−2.1% | Reduced |
| Empirical Finance, LLC | 7,918 | $609.0K | 0.07% | +901+12.8% | Added |
| Vestmark Advisory Solutions, Inc. | 7,936 | $611.0K | 0.03% | −404−4.8% | Reduced |
| People's United Financial, Inc. | 7,975 | $614.0K | 0.02% | −3,569−30.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,027 | $618.0K | 0.07% | −55−0.7% | Reduced |
| Security National Bank of So Dak | 8,030 | $618.0K | 0.43% | +245+3.1% | Added |
| ELCO Management Co., LLC | 8,038 | $619.0K | 0.42% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 8,049 | $619.0K | 0.04% | +8,049 | New |
| TRUE Private Wealth Advisors | 8,123 | $622.0K | 0.09% | −845−9.4% | Reduced |
| Curbstone Financial Management Corp | 8,126 | $625.0K | 0.12% | 00.0% | Unchanged |
| Maven Securities LTD | 8,177 | $629.0K | 0.13% | +8,177 | New |
| Atlantic Union Bankshares Corp | 8,194 | $631.0K | 0.06% | −562−6.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,208 | $632.0K | 0.01% | +8,000+3,846.2% | Added |
| Home Federal Bank of Tennessee | 8,245 | $634.0K | 0.22% | +300+3.8% | Added |
| Waters Parkerson & Co., LLC | 8,280 | $637.0K | 0.04% | −57−0.7% | Reduced |
| Bessemer Group Inc | 8,329 | $641.0K | 0.00% | +272+3.4% | Added |
| Field & Main Bank | 8,371 | $644.0K | 0.39% | −502−5.7% | Reduced |
| Nomura Holdings Inc | 8,460 | $645.0K | 0.00% | −1,105−11.6% | Reduced |
| Central Trust Co | 8,380 | $645.0K | 0.02% | −356−4.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 8,380 | $645.0K | 0.02% | +8,380 | New |
| Umb Bank N A | 8,416 | $647.0K | 0.01% | −641−7.1% | Reduced |
| Curated Wealth Partners LLC | 7,493 | $653.0K | 0.22% | 00.0% | Unchanged |
| Busey Wealth Management | 8,517 | $655.0K | 0.03% | −183−2.1% | Reduced |
| Stephens Inc | 8,538 | $657.0K | 0.01% | −582−6.4% | Reduced |
| Reynolds Investment Management, Inc. | 8,534 | $657.0K | 0.19% | +8,534 | New |
| Verdence Capital Advisors LLC | 8,615 | $663.0K | 0.08% | +742+9.4% | Added |
| Snowden Capital Advisors LLC | 8,657 | $666.0K | 0.03% | +6,729+349.0% | Added |
| Dumont & Blake Investment Advisors LLC | 8,700 | $669.0K | 0.18% | +13+0.1% | Added |
| Vident Investment Advisory, LLC | 8,697 | $669.0K | 0.02% | +614+7.6% | Added |
| Keeley-Teton Advisors, LLC | 8,719 | $671.0K | 0.07% | −85−1.0% | Reduced |
| Johnson Investment Counsel Inc | 8,729 | $672.0K | 0.01% | −152−1.7% | Reduced |
| Courier Capital LLC | 8,777 | $675.0K | 0.07% | −1,407−13.8% | Reduced |
| AE Wealth Management LLC | 8,797 | $677.0K | 0.00% | +1,018+13.1% | Added |
| Guinness Atkinson Asset Management Inc | 8,873 | $683.0K | 0.33% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 8,952 | $691.0K | 0.01% | +960+12.0% | Added |
| Country Club Bank | 8,933 | $694.0K | 0.06% | +8,933 | New |
| Perkins Coie Trust Co | 9,138 | $703.0K | 0.22% | −173−1.9% | Reduced |
| Bridges Investment Management Inc | 9,164 | $705.0K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 9,260 | $713.0K | 0.05% | 00.0% | Unchanged |
| Glenview Trust Co | 9,288 | $714.0K | 0.02% | −1,460−13.6% | Reduced |
| Argent Trust Co | 9,280 | $715.0K | 0.04% | 00.0% | Unchanged |
| Simmons Bank | 9,364 | $721.0K | 0.05% | −283−2.9% | Reduced |
| Fractal Investments LLC | 9,400 | $723.0K | 0.21% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 9,436 | $726.0K | 0.03% | +20+0.2% | Added |
| Ameritas Investment Partners, Inc. | 9,481 | $729.0K | 0.03% | −2,972−23.9% | Reduced |
| Boston Private Wealth LLC | 9,517 | $732.0K | 0.01% | +195+2.1% | Added |
| Allstate Corp | 9,684 | $745.0K | 0.02% | −25,564−72.5% | Reduced |
| Advisor Partners LLC | 9,698 | $746.0K | 0.05% | −1,239−11.3% | Reduced |
| TD Private Client Wealth LLC | 9,768 | $751.6K | 0.03% | −3,155−24.4% | Reduced |
| Palladium Partners LLC | 9,869 | $759.0K | 0.03% | −1,701−14.7% | Reduced |
| Venture Visionary Partners LLC | 9,944 | $765.0K | 0.05% | −144−1.4% | Reduced |
| Canal Insurance CO | 10,000 | $770.0K | 0.21% | 00.0% | Unchanged |
| Bluestein R H & Co | 10,115 | $778.0K | 0.03% | +600+6.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 10,375 | $798.0K | 0.02% | −64,562−86.2% | Reduced |
| IMA Wealth, Inc. | 10,398 | $800.0K | 0.18% | −125−1.2% | Reduced |
| STRS Ohio | 10,449 | $804.0K | 0.00% | −2,303−18.1% | Reduced |
| Sit Investment Associates Inc | 10,455 | $805.0K | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 10,498 | $808.0K | 0.11% | −342−3.2% | Reduced |
| SG Americas Securities, LLC | 10,509 | $809.0K | 0.01% | −6,938−39.8% | Reduced |
| Agf Investments Inc. | 10,617 | $817.0K | 0.01% | −887−7.7% | Reduced |
| Philadelphia Trust Co | 10,624 | $818.0K | 0.06% | −370−3.4% | Reduced |
| AGF Investments LLC | 10,722 | $825.0K | 0.07% | +1,042+10.8% | Added |
| Cloverfields Capital Group, LP | 10,741 | $827.0K | 0.26% | −883−7.6% | Reduced |
| Arden Trust Co | 10,783 | $830.0K | 0.16% | −2,585−19.3% | Reduced |
| Moody National Bank Trust Division | 10,789 | $830.0K | 0.03% | −1,403−11.5% | Reduced |
| Occudo Quantitative Strategies LP | 10,780 | $830.0K | 0.07% | +10,780 | New |
| Oppenheimer & Co Inc | 11,011 | $848.0K | 0.02% | +171+1.6% | Added |
| Bollard Group LLC | 11,147 | $858.0K | 0.03% | −212−1.9% | Reduced |
| Cypress Capital Group | 11,223 | $864.0K | 0.11% | +2,391+27.1% | Added |
| Ontario Teachers Pension Plan Board | 11,324 | $871.0K | 0.01% | +5,412+91.5% | Added |
| Principle Wealth Partners LLC | 11,411 | $878.0K | 0.09% | −221−1.9% | Reduced |
| Natixis Investment Managers International | 11,500 | $884.0K | 0.02% | +2,490+27.6% | Added |
| Cullinan Associates Inc | 11,563 | $890.0K | 0.05% | −200−1.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 11,583 | $891.0K | 0.11% | −37−0.3% | Reduced |
| Old National Bancorp | 11,584 | $891.0K | 0.03% | +848+7.9% | Added |
| Van Hulzen Asset Management, LLC | 11,650 | $896.0K | 0.09% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,648 | $896.0K | 0.03% | +2,002+20.8% | Added |
| CIBC World Markets Inc. | 11,669 | $898.0K | 0.00% | +338+3.0% | Added |
| First Foundation Advisors | 11,786 | $907.0K | 0.03% | +796+7.2% | Added |
| Perigon Wealth Management, LLC | 11,800 | $908.0K | 0.06% | +508+4.5% | Added |
| Beacon Pointe Advisors, LLC | 11,841 | $911.0K | 0.01% | +4,689+65.6% | Added |
| Horizon Investments, LLC | 11,980 | $922.0K | 0.03% | +6,222+108.1% | Added |
| Caxton Associates LP | 12,090 | $930.0K | 0.09% | +12,090 | New |
| JustInvest LLC | 12,311 | $947.0K | 0.05% | −2,658−17.8% | Reduced |
| Neville Rodie & Shaw Inc | 12,532 | $956.0K | 0.07% | −100−0.8% | Reduced |
| Blair William & Co | 12,453 | $958.0K | 0.00% | −5,909−32.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,544 | $965.0K | 0.09% | +1,345+12.0% | Added |
| Inverness Counsel LLC | 12,575 | $968.0K | 0.04% | +12,575 | New |
| Cetera Advisors LLC | 12,668 | $975.0K | 0.02% | +14+0.1% | Added |
| Colony Group LLC | 12,807 | $985.0K | 0.01% | +8,076+170.7% | Added |
| D.A. Davidson & Co. | 12,830 | $987.0K | 0.01% | −278−2.1% | Reduced |
| Trust Co of Toledo NA | 12,867 | $990.0K | 0.15% | −127−1.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.00M | 0.14% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 13,056 | $1.00M | 0.03% | −221−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,204 | $1.02M | 0.00% | −286−2.1% | Reduced |
| Ironwood Investment Management LLC | 13,250 | $1.02M | 0.55% | −1,024−7.2% | Reduced |