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 |
|---|---|---|---|---|---|
| Ten Capital Wealth Advisors, LLC | 52 | $4.00K | 0.00% | −28−35.0% | Reduced |
| Ci Investments Inc. | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 57 | $4.00K | 0.00% | +45+375.0% | Added |
| WR Wealth Planners, LLC | 50 | $3.85K | 0.00% | +50 | New |
| Arcadia Investment Management Corp | 37 | $3.00K | 0.00% | −180−82.9% | Reduced |
| Zullo Investment Group, Inc. | 36 | $3.00K | 0.00% | −49−57.6% | Reduced |
| Valley National Advisers Inc | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 48 | $3.00K | 0.00% | +13+37.1% | Added |
| Cordant, Inc. | 43 | $3.00K | 0.00% | +43 | New |
| Global Financial Private Client, LLC | 37 | $2.82K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $2.00K | 0.00% | −158−86.8% | Reduced |
| Cribstone Capital Management, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 21 | $2.00K | 0.00% | +2+10.5% | Added |
| PFS Partners, LLC | 25 | $1.95K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 14 | $1.08K | 0.00% | +14 | New |
| High Net Worth Advisory Group LLC | 12 | $1.00K | 0.00% | −1,200−99.0% | Reduced |
| Eagle Bay Advisors LLC | 7 | $1.00K | 0.00% | −924−99.2% | Reduced |
| Private Ocean, LLC | 17 | $1.00K | 0.00% | −148−89.7% | Reduced |
| Ogorek Anthony Joseph | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 24 | $1.00K | 0.00% | +12+100.0% | Added |
| Guardian Wealth Management, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Lee Financial Co | 9 | $1.00K | 0.00% | +9 | New |
| Coastal Capital Group, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6 | $0 | 0.00% | +6 | New |
| J.Safra Asset Management Corp | 19 | $0 | 0.00% | +19 | New |
| Heritage Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| CFS Investment Advisory Services, LLC | 11,543 | $0 | 0.00% | +11,543 | New |
| Landmark Wealth Management, LLC | 214 | – | – | +214 | New |
| Retirement Group, LLC | 18 | – | – | +11+157.1% | Added |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −411,688−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −366,725−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −151,411−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −91,557−100.0% | Sold out |
| Fundsmith Investment Services Ltd. | 0 | $0 | 0.00% | −87,908−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −43,874−100.0% | Sold out |
| Applied Research Investments, LLC | 0 | $0 | 0.00% | −29,615−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −28,073−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −26,851−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −26,900−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −25,229−100.0% | Sold out |
| Dearborn Partners LLC | 0 | $0 | 0.00% | −21,349−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −20,296−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −19,343−100.0% | Sold out |
| Exchange Capital Management, Inc. | 0 | $0 | 0.00% | −16,122−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −16,051−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −14,363−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,886−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −8,103−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −7,462−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −7,238−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −6,478−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −5,607−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −5,230−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −4,934−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −4,564−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,544−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,346−100.0% | Sold out |
| United Bank | 0 | $0 | 0.00% | −4,203−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −4,369−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −4,003−100.0% | Sold out |
| Winning Points Advisors, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −3,882−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −3,732−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −3,530−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,398−100.0% | Sold out |
| CPWM, LLC | 0 | $0 | 0.00% | −3,539−100.0% | Sold out |
| WBH Advisory Inc | 0 | $0 | 0.00% | −3,152−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −3,021−100.0% | Sold out |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −3,414−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −2,907−100.0% | Sold out |
| Crawford Investment Counsel Inc | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −2,831−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −2,814−100.0% | Sold out |
| Kerntke Otto McGlone Wealth Management Group | 0 | $0 | 0.00% | −2,765−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −2,551−100.0% | Sold out |