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 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 454 | $35.0K | 0.00% | −171−27.4% | Reduced |
| Sargent Bickham Lagudis LLC | 437 | $34.0K | 0.00% | −25−5.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 439 | $34.0K | 0.03% | +1+0.2% | Added |
| Pflug Koory, LLC | 425 | $33.0K | 0.02% | −65−13.3% | Reduced |
| KB Financial Partners, LLC | 428 | $33.0K | 0.01% | +48+12.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 418 | $32.0K | 0.00% | −193−31.6% | Reduced |
| SRS Capital Advisors, Inc. | 414 | $32.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 413 | $32.0K | 0.01% | +14+3.5% | Added |
| South Dakota Investment Council | 399 | $31.0K | 0.00% | −780−66.2% | Reduced |
| Gradient Investments LLC | 405 | $31.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 400 | $31.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 385 | $30.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 393 | $30.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 379 | $29.0K | 0.01% | −31−7.6% | Reduced |
| Accel Wealth Management | 383 | $29.0K | 0.01% | −12−3.0% | Reduced |
| Orion Capital Management LLC | 375 | $29.0K | 0.02% | 00.0% | Unchanged |
| Motco | 366 | $28.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 361 | $27.8K | 0.00% | +30+9.1% | Added |
| West Branch Capital LLC | 346 | $27.0K | 0.01% | −50−12.6% | Reduced |
| Prestige Wealth Management Group LLC | 347 | $27.0K | 0.01% | −1−0.3% | Reduced |
| West Oak Capital, LLC | 350 | $27.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 350 | $27.0K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 360 | $27.0K | 0.02% | +360 | New |
| NuWave Investment Management, LLC | 332 | $26.0K | 0.03% | +332 | New |
| Laffer Tengler Investments | 335 | $25.8K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 333 | $25.6K | 0.01% | −11−3.2% | Reduced |
| BerganKDV Wealth Management, LLC | 328 | $25.0K | 0.00% | −250−43.3% | Reduced |
| Baldwin Brothers Inc | 330 | $25.0K | 0.00% | −27−7.6% | Reduced |
| First National Bank of South Miami | 330 | $25.0K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 325 | $25.0K | 0.02% | 00.0% | Unchanged |
| Sierra Capital LLC | 319 | $25.0K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 316 | $24.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 312 | $24.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 310 | $24.0K | 0.01% | −4−1.3% | Reduced |
| Jones Financial Companies LLLP | 294 | $23.0K | 0.00% | −431−59.4% | Reduced |
| Gemmer Asset Management LLC | 311 | $23.0K | 0.00% | −7−2.2% | Reduced |
| Old Second National Bank of Aurora | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 302 | $23.0K | 0.02% | +302 | New |
| Cyrus J. Lawrence, LLC | 302 | $23.0K | 0.01% | +302 | New |
| Glen Eagle Advisors, LLC | 295 | $22.7K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 289 | $22.0K | 0.00% | −28−8.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 254 | $20.0K | 0.00% | −64−20.1% | Reduced |
| Costello Asset Management, INC | 262 | $20.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 255 | $20.0K | 0.01% | +128+100.8% | Added |
| Kelly Financial Services LLC | 260 | $20.0K | 0.01% | +1+0.4% | Added |
| JNBA Financial Advisors | 253 | $19.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 246 | $19.0K | 0.00% | +246 | New |
| San Luis Wealth Advisors LLC | 220 | $19.0K | 0.01% | +220 | New |
| CNB Bank | 237 | $18.0K | 0.01% | −50−17.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 231 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $18.0K | 0.02% | 00.0% | Unchanged |
| West Bancorporation Inc | 230 | $18.0K | 0.01% | +230 | New |
| Capital Advisory Group Advisory Services, LLC | 231 | $18.0K | 0.01% | +231 | New |
| HHM Wealth Advisors, LLC | 227 | $17.0K | 0.00% | −112−33.0% | Reduced |
| Column Capital Advisors, LLC | 216 | $17.0K | 0.00% | +139+180.5% | Added |
| Newbridge Financial Services Group, Inc. | 214 | $16.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 205 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 190 | $15.0K | 0.00% | −15−7.3% | Reduced |
| Earnest Partners LLC | 196 | $15.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 196 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 203 | $15.0K | 0.01% | +9+4.6% | Added |
| Hall Laurie J Trustee | 189 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 184 | $14.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 186 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 179 | $14.0K | 0.00% | +165+1,178.6% | Added |
| Financial Perspectives, Inc | 180 | $13.9K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 175 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 172 | $13.0K | 0.00% | +1+0.6% | Added |
| Clear Street Markets LLC | 175 | $13.0K | 0.00% | +175 | New |
| Capital Advisors, Ltd. LLC | 151 | $12.0K | 0.00% | −771−83.6% | Reduced |
| Lenox Wealth Advisors, LLC | 154 | $12.0K | 0.00% | −10−6.1% | Reduced |
| Level Financial Advisors, Inc. | 160 | $12.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 154 | $12.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 161 | $12.0K | 0.00% | +144+847.1% | Added |
| Sound Income Strategies, LLC | 145 | $11.0K | 0.00% | −40−21.6% | Reduced |
| McClarren Financial Advisors, Inc. | 154 | $11.0K | 0.01% | −1−0.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 148 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 142 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 130 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 121 | $9.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 111 | $9.00K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 108 | $8.00K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 100 | $8.00K | 0.00% | −1−1.0% | Reduced |
| First PREMIER Bank | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 108 | $8.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 102 | $8.00K | 0.00% | +24+30.8% | Added |
| Exchange Traded Concepts, LLC | 91 | $7.00K | 0.00% | −1−1.1% | Reduced |
| JJJ Advisors Inc. | 97 | $7.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 89 | $7.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 80 | $6.00K | 0.00% | −20−20.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 66 | $5.00K | 0.00% | +66 | New |