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 |
|---|---|---|---|---|---|
| Selway Asset Management | 13,435 | $1.03M | 0.50% | +350+2.7% | Added |
| Investment Management of Virginia LLC | 13,531 | $1.04M | 0.18% | +1,286+10.5% | Added |
| Ieq Capital, LLC | 13,538 | $1.04M | 0.02% | −412−3.0% | Reduced |
| Banco Santander, S.A. | 14,032 | $1.08M | 0.01% | +14,032 | New |
| Dowling & Yahnke LLC | 14,220 | $1.09M | 0.05% | −957−6.3% | Reduced |
| Redpoint Investment Management Pty Ltd | 14,363 | $1.10M | 0.11% | +1,968+15.9% | Added |
| Gamco Investors, Inc. Et Al | 14,584 | $1.12M | 0.01% | −2,866−16.4% | Reduced |
| Systematic Alpha Investments, LLC | 14,610 | $1.12M | 0.05% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 14,757 | $1.13M | 0.27% | +2,989+25.4% | Added |
| Wealthfront Advisers LLC | 14,866 | $1.14M | 0.01% | −1,484−9.1% | Reduced |
| Stevens Capital Management LP | 14,870 | $1.14M | 0.25% | +6,271+72.9% | Added |
| First Hawaiian Bank | 14,950 | $1.15M | 0.04% | +248+1.7% | Added |
| Davenport & Co LLC | 15,002 | $1.15M | 0.01% | −1,015−6.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.15M | 0.24% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 15,056 | $1.16M | 0.59% | +5,127+51.6% | Added |
| Essex Financial Services, Inc. | 15,164 | $1.17M | 0.11% | −1,658−9.9% | Reduced |
| Rossmore Private Capital | 15,185 | $1.17M | 0.18% | −92−0.6% | Reduced |
| Burney Co | 15,273 | $1.18M | 0.05% | −4,846−24.1% | Reduced |
| Parsons Capital Management Inc | 15,478 | $1.19M | 0.09% | −218−1.4% | Reduced |
| Savant Capital, LLC | 15,701 | $1.21M | 0.04% | +452+3.0% | Added |
| Kestra Advisory Services, LLC | 15,993 | $1.23M | 0.01% | −1,270−7.4% | Reduced |
| Birch Hill Investment Advisors LLC | 16,010 | $1.23M | 0.07% | −1,895−10.6% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.23M | 0.69% | 00.0% | Unchanged |
| Synovus Financial Corp | 16,164 | $1.24M | 0.01% | −2,814−14.8% | Reduced |
| NBT Bank N A | 16,184 | $1.25M | 0.17% | −2,218−12.1% | Reduced |
| AdvisorShares Investments LLC | 16,368 | $1.26M | 0.21% | +1,379+9.2% | Added |
| Lee Danner & Bass Inc | 16,568 | $1.27M | 0.11% | −25−0.2% | Reduced |
| Monarch Capital Management Inc | 16,691 | $1.28M | 0.34% | −197−1.2% | Reduced |
| Whittier Trust Co | 16,795 | $1.29M | 0.02% | +36+0.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 17,222 | $1.32M | 0.36% | +415+2.5% | Added |
| Whittier Trust Co of Nevada Inc | 17,230 | $1.33M | 0.05% | +85+0.5% | Added |
| Toroso Investments, LLC | 17,271 | $1.33M | 0.04% | −1,192−6.5% | Reduced |
| Fort, L.P. | 17,347 | $1.33M | 0.50% | +1,655+10.5% | Added |
| Gabelli Funds LLC | 17,500 | $1.35M | 0.01% | −2,000−10.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 17,526 | $1.35M | 0.04% | −806−4.4% | Reduced |
| Cetera Advisor Networks LLC | 17,636 | $1.36M | 0.02% | −331−1.8% | Reduced |
| Veracity Capital LLC | 17,705 | $1.36M | 0.57% | +1,198+7.3% | Added |
| Canandaigua National Corp | 17,765 | $1.37M | 0.21% | −648−3.5% | Reduced |
| Vestcor Inc | 17,847 | $1.37M | 0.05% | +1,380+8.4% | Added |
| Thrivent Financial for Lutherans | 17,973 | $1.38M | 0.00% | −121−0.7% | Reduced |
| Trust Co of Vermont | 18,098 | $1.39M | 0.09% | −165−0.9% | Reduced |
| E. Ohman J:or Asset Management AB | 18,100 | $1.39M | 0.05% | −1,400−7.2% | Reduced |
| Triangle Securities Wealth Management | 18,108 | $1.39M | 0.47% | −1,143−5.9% | Reduced |
| Woodstock Corp | 18,118 | $1.39M | 0.16% | −3,971−18.0% | Reduced |
| TBH Global Asset Management, LLC | 18,192 | $1.40M | 0.30% | −2,212−10.8% | Reduced |
| Bartlett & Co. LLC | 18,235 | $1.40M | 0.02% | −591−3.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,235 | $1.40M | 0.02% | −591−3.1% | Reduced |
| M Holdings Securities, Inc. | 18,245 | $1.40M | 0.11% | +18,245 | New |
| PFS Investments Inc. | 18,331 | $1.41M | 0.03% | +1,370+8.1% | Added |
| Tiaa, FSB | 18,498 | $1.42M | 0.00% | −790−4.1% | Reduced |
| TrimTabs Asset Management, LLC | 18,514 | $1.43M | 0.48% | +478+2.7% | Added |
| GM Advisory Group, Inc. | 18,844 | $1.45M | 0.17% | −19,753−51.2% | Reduced |
| Veritable, L.P. | 18,864 | $1.45M | 0.02% | +438+2.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,903 | $1.46M | 0.03% | −206−1.1% | Reduced |
| Holowesko Partners Ltd. | 19,000 | $1.46M | 0.73% | +4,000+26.7% | Added |
| Verition Fund Management LLC | 18,995 | $1.46M | 0.03% | +10,136+114.4% | Added |
| Bokf, NA | 19,666 | $1.51M | 0.02% | +983+5.3% | Added |
| Mirabella Financial Services LLP | 19,991 | $1.54M | 0.17% | +13,385+202.6% | Added |
| Ossiam | 20,245 | $1.56M | 0.04% | +20,245 | New |
| Raymond James Trust N.A. | 21,215 | $1.63M | 0.05% | −752−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,255 | $1.64M | 0.03% | −2,023−8.7% | Reduced |
| Corient Capital Partners, LLC | 21,284 | $1.64M | 0.11% | +5,005+30.7% | Added |
| Connable Office Inc | 21,503 | $1.66M | 0.22% | +175+0.8% | Added |
| Telos Capital Management, Inc. | 21,639 | $1.67M | 0.22% | −971−4.3% | Reduced |
| YHB Investment Advisors, Inc. | 22,057 | $1.70M | 0.15% | +571+2.7% | Added |
| Shell Asset Management Co | 22,235 | $1.71M | 0.04% | −807−3.5% | Reduced |
| Liberty Capital Management, Inc. | 23,383 | $1.80M | 0.53% | −196−0.8% | Reduced |
| Phraction Management LLC | 23,570 | $1.81M | 1.05% | +3,520+17.6% | Added |
| Hartford Financial Management Inc. | 23,699 | $1.82M | 0.44% | −169−0.7% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 24,113 | $1.85M | 0.38% | −150−0.6% | Reduced |
| Banque Cantonale Vaudoise | 24,115 | $1.85M | 0.08% | +10,000+70.8% | Added |
| Jacobs Levy Equity Management, Inc | 24,242 | $1.86M | 0.01% | +7,342+43.4% | Added |
| Panagora Asset Management Inc | 24,397 | $1.88M | 0.01% | +18,937+346.8% | Added |
| New Mexico Educational Retirement Board | 24,708 | $1.90M | 0.07% | −1,400−5.4% | Reduced |
| Daiwa Securities Group Inc. | 25,331 | $1.95M | 0.01% | −4,370−14.7% | Reduced |
| HighTower Trust Services, LTA | 25,342 | $1.95M | 0.19% | +158+0.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,405 | $1.96M | 0.04% | +74+0.3% | Added |
| JB Capital LLC | 25,560 | $1.97M | 0.19% | −92−0.4% | Reduced |
| Pacer Advisors, Inc. | 25,737 | $1.98M | 0.02% | −7,950−23.6% | Reduced |
| Hantz Financial Services, Inc. | 25,792 | $1.99M | 0.06% | +373+1.5% | Added |
| Metropolitan Life Insurance Co | 25,868 | $1.99M | 0.07% | −22,341−46.3% | Reduced |
| Alberta Investment Management Corp | 25,935 | $2.00M | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 26,800 | $2.02M | 0.05% | +200+0.8% | Added |
| LGT Group Foundation | 26,917 | $2.05M | 0.05% | +4,573+20.5% | Added |
| Kentucky Retirement Systems | 27,087 | $2.08M | 0.09% | +1,512+5.9% | Added |
| Silvercrest Asset Management Group LLC | 27,256 | $2.10M | 0.01% | −840−3.0% | Reduced |
| Seascape Capital Management | 27,431 | $2.11M | 1.09% | +3,791+16.0% | Added |
| Mackenzie Financial Corp | 27,979 | $2.15M | 0.00% | −501−1.8% | Reduced |
| Desjardins Global Asset Management Inc. | 27,992 | $2.15M | 0.19% | +4,125+17.3% | Added |
| Evercore Wealth Management, LLC | 28,043 | $2.16M | 0.04% | −171−0.6% | Reduced |
| Heritage Investors Management Corp | 28,332 | $2.18M | 0.09% | −362−1.3% | Reduced |
| Cubist Systematic Strategies, LLC | 28,428 | $2.19M | 0.02% | −114,626−80.1% | Reduced |
| Xponance, Inc. | 28,434 | $2.19M | 0.04% | +1,723+6.5% | Added |
| BTR Capital Management Inc | 28,834 | $2.22M | 0.27% | −915−3.1% | Reduced |
| Ethic Inc. | 29,609 | $2.28M | 0.16% | +9,402+46.5% | Added |
| AMG National Trust Bank | 29,866 | $2.30M | 0.07% | −237−0.8% | Reduced |
| Crossmark Global Holdings, Inc. | 30,059 | $2.31M | 0.05% | +2,230+8.0% | Added |
| Teachers Retirement System of the State of Kentucky | 30,241 | $2.33M | 0.02% | −1,316−4.2% | Reduced |
| Captrust Financial Advisors | 30,463 | $2.34M | 0.02% | +989+3.4% | Added |
| Huntington National Bank | 30,544 | $2.35M | 0.02% | −1,114−3.5% | Reduced |