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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 1,618 | $125.0K | 0.03% | −9−0.6% | Reduced |
| Acadian Asset Management LLC | 1,611 | $123.0K | 0.00% | −11,405−87.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,594 | $123.0K | 0.08% | 00.0% | Unchanged |
| TCWP LLC | 1,600 | $123.0K | 0.02% | +1,600 | New |
| North Star Investment Management Corp. | 1,519 | $117.0K | 0.01% | −25−1.6% | Reduced |
| Mascoma Wealth Management LLC | 1,492 | $115.0K | 0.04% | +92+6.6% | Added |
| Proequities, Inc. | 1,472 | $113.0K | 0.01% | −13,389−90.1% | Reduced |
| Brewin Dolphin Ltd | 1,436 | $111.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,420 | $109.0K | 0.03% | −119−7.7% | Reduced |
| First Bank & Trust | 1,419 | $109.0K | 0.03% | +107+8.2% | Added |
| Spire Wealth Management | 1,406 | $108.0K | 0.00% | −70−4.7% | Reduced |
| Estabrook Capital Management | 1,377 | $106.0K | 0.02% | −837−37.8% | Reduced |
| Atlas Capital Advisors LLC | 1,364 | $105.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $104.0K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,340 | $103.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,317 | $101.0K | 0.06% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 1,315 | $101.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 1,276 | $98.0K | 0.05% | −150−10.5% | Reduced |
| Monetary Management Group Inc | 1,271 | $98.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,276 | $98.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,273 | $98.0K | 0.02% | +305+31.5% | Added |
| Community Bank, N.A. | 1,260 | $97.0K | 0.01% | −748−37.3% | Reduced |
| Stephenson National Bank & Trust | 1,261 | $97.0K | 0.06% | 00.0% | Unchanged |
| First Command Bank | 1,251 | $96.0K | 0.01% | −393−23.9% | Reduced |
| First Command Financial Services, Inc. | 1,251 | $96.0K | 0.01% | −187−13.0% | Reduced |
| Clear Perspectives Financial Planning, LLC | 1,231 | $95.0K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,219 | $93.0K | 0.07% | +163+15.4% | Added |
| Seeyond | 1,196 | $92.0K | 0.01% | −24−2.0% | Reduced |
| Fortis Advisors, LLC | 1,200 | $92.0K | 0.05% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,189 | $91.5K | 0.03% | +5+0.4% | Added |
| Sutton Wealth Advisors Inc. | 1,188 | $91.4K | 0.03% | +5+0.4% | Added |
| Parkside Financial Bank & Trust | 1,187 | $91.0K | 0.02% | −185−13.5% | Reduced |
| Citizens National Bank Trust Department | 1,250 | $91.0K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,186 | $91.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,175 | $90.0K | 0.06% | 00.0% | Unchanged |
| Tevis Investment Management | 1,159 | $89.0K | 0.08% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,111 | $85.0K | 0.00% | −51,108−97.9% | Reduced |
| Zions Bancorporation, N.A. | 1,099 | $85.0K | 0.01% | +119+12.1% | Added |
| Oakworth Capital, Inc. | 1,086 | $84.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,084 | $83.0K | 0.01% | −2−0.2% | Reduced |
| Northern Oak Wealth Management Inc | 1,075 | $83.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,083 | $83.0K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,066 | $82.0K | 0.07% | +87+8.9% | Added |
| Ulland Investment Advisors, LLC | 1,049 | $81.0K | 0.06% | +30+2.9% | Added |
| Global Retirement Partners, LLC | 1,058 | $80.0K | 0.01% | +1,058 | New |
| MV Capital Management, Inc. | 1,033 | $79.0K | 0.01% | +109+11.8% | Added |
| Hazlett, Burt & Watson, Inc. | 1,011 | $78.0K | 0.06% | +1,011 | New |
| AIA Group Ltd | 986 | $76.0K | 0.00% | +397+67.4% | Added |
| Baystate Wealth Management LLC | 967 | $74.0K | 0.01% | +1+0.1% | Added |
| Horan Securities, Inc. | 966 | $74.0K | 0.04% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 971 | $74.0K | 0.06% | +971 | New |
| Hudock, Inc. | 957 | $73.0K | 0.02% | −4−0.4% | Reduced |
| M&R Capital Management Inc | 939 | $72.0K | 0.02% | 00.0% | Unchanged |
| Wilen Investment Management Corp. | 946 | $72.0K | 0.05% | +946 | New |
| Bedel Financial Consulting, Inc. | 927 | $71.0K | 0.02% | −7−0.7% | Reduced |
| CoreFirst Bank & Trust | 918 | $71.0K | 0.05% | 00.0% | Unchanged |
| Paloma Partners Management Co | 925 | $71.0K | 0.01% | +925 | New |
| Johnson Financial Group, Inc. | 899 | $69.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 900 | $69.0K | 0.04% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 900 | $69.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 898 | $69.0K | 0.07% | +7+0.8% | Added |
| PrairieView Partners, LLC | 872 | $67.0K | 0.01% | −127−12.7% | Reduced |
| Stonebridge Capital Advisors LLC | 854 | $66.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 828 | $64.0K | 0.01% | −801−49.2% | Reduced |
| Acima Private Wealth, LLC | 834 | $64.0K | 0.03% | 00.0% | Unchanged |
| Oakmont Corp | 830 | $64.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 825 | $63.0K | 0.01% | −12−1.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 822 | $63.0K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 800 | $62.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 801 | $61.6K | 0.02% | +801 | New |
| AdvisorNet Financial, Inc | 746 | $57.0K | 0.00% | +164+28.2% | Added |
| TFC Financial Management | 731 | $56.0K | 0.02% | +1+0.1% | Added |
| Bellevue Asset Management, LLC | 716 | $56.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 698 | $54.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 675 | $52.0K | 0.01% | −214−24.1% | Reduced |
| Hoertkorn Richard Charles | 682 | $52.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 657 | $51.0K | 0.10% | −2,904−81.6% | Reduced |
| Freedman Financial Associates, Inc. | 664 | $51.0K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 631 | $49.0K | 0.00% | −2,285−78.4% | Reduced |
| Howe & Rusling Inc | 618 | $48.0K | 0.01% | −325−34.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 619 | $48.0K | 0.01% | −289−31.8% | Reduced |
| Ahrens Investment Partners LLC | 622 | $48.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 602 | $46.0K | 0.01% | −216−26.4% | Reduced |
| Key Financial Inc | 602 | $46.0K | 0.02% | −45−7.0% | Reduced |
| Compagnie Lombard Odier SCmA | 592 | $46.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 591 | $46.0K | 0.02% | +2+0.3% | Added |
| TCI Wealth Advisors, Inc. | 579 | $45.0K | 0.01% | −2−0.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 590 | $45.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 598 | $45.0K | 0.01% | +598 | New |
| Pinnacle Bancorp, Inc. | 572 | $44.0K | 0.02% | −60−9.5% | Reduced |
| JFS Wealth Advisors, LLC | 577 | $44.0K | 0.00% | −19−3.2% | Reduced |
| Aspire Private Capital, LLC | 559 | $43.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 514 | $40.0K | 0.00% | +23+4.7% | Added |
| Cutler Group LP | 531 | $40.0K | 0.00% | +531 | New |
| Missouri Trust & Investment Co | 503 | $39.0K | 0.02% | −16−3.1% | Reduced |
| Hexagon Capital Partners LLC | 500 | $38.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 478 | $37.0K | 0.00% | +68+16.6% | Added |
| Norwood Financial Corp | 470 | $36.0K | 0.05% | 00.0% | Unchanged |
| Bray Capital Advisors | 462 | $36.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 465 | $36.0K | 0.01% | +150+47.6% | Added |