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 |
|---|---|---|---|---|---|
| TBH Global Asset Management, LLC | 18,192 | $1.40M | 0.30% | −2,212−10.8% | Reduced |
| Woodstock Corp | 18,118 | $1.39M | 0.16% | −3,971−18.0% | Reduced |
| Triangle Securities Wealth Management | 18,108 | $1.39M | 0.47% | −1,143−5.9% | Reduced |
| E. Ohman J:or Asset Management AB | 18,100 | $1.39M | 0.05% | −1,400−7.2% | Reduced |
| Trust Co of Vermont | 18,098 | $1.39M | 0.09% | −165−0.9% | Reduced |
| Thrivent Financial for Lutherans | 17,973 | $1.38M | 0.00% | −121−0.7% | Reduced |
| Vestcor Inc | 17,847 | $1.37M | 0.05% | +1,380+8.4% | Added |
| Canandaigua National Corp | 17,765 | $1.37M | 0.21% | −648−3.5% | Reduced |
| Veracity Capital LLC | 17,705 | $1.36M | 0.57% | +1,198+7.3% | Added |
| Cetera Advisor Networks LLC | 17,636 | $1.36M | 0.02% | −331−1.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 17,526 | $1.35M | 0.04% | −806−4.4% | Reduced |
| Gabelli Funds LLC | 17,500 | $1.35M | 0.01% | −2,000−10.3% | Reduced |
| Fort, L.P. | 17,347 | $1.33M | 0.50% | +1,655+10.5% | Added |
| Toroso Investments, LLC | 17,271 | $1.33M | 0.04% | −1,192−6.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 17,230 | $1.33M | 0.05% | +85+0.5% | Added |
| Bank Pictet & Cie (Asia) Ltd | 17,222 | $1.32M | 0.36% | +415+2.5% | Added |
| Whittier Trust Co | 16,795 | $1.29M | 0.02% | +36+0.2% | Added |
| Monarch Capital Management Inc | 16,691 | $1.28M | 0.34% | −197−1.2% | Reduced |
| Lee Danner & Bass Inc | 16,568 | $1.27M | 0.11% | −25−0.2% | Reduced |
| AdvisorShares Investments LLC | 16,368 | $1.26M | 0.21% | +1,379+9.2% | Added |
| NBT Bank N A | 16,184 | $1.25M | 0.17% | −2,218−12.1% | Reduced |
| Synovus Financial Corp | 16,164 | $1.24M | 0.01% | −2,814−14.8% | 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 |
| Kestra Advisory Services, LLC | 15,993 | $1.23M | 0.01% | −1,270−7.4% | Reduced |
| Savant Capital, LLC | 15,701 | $1.21M | 0.04% | +452+3.0% | Added |
| Parsons Capital Management Inc | 15,478 | $1.19M | 0.09% | −218−1.4% | Reduced |
| Burney Co | 15,273 | $1.18M | 0.05% | −4,846−24.1% | Reduced |
| Rossmore Private Capital | 15,185 | $1.17M | 0.18% | −92−0.6% | Reduced |
| Essex Financial Services, Inc. | 15,164 | $1.17M | 0.11% | −1,658−9.9% | Reduced |
| Strong Tower Advisory Services | 15,056 | $1.16M | 0.59% | +5,127+51.6% | 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 |
| First Hawaiian Bank | 14,950 | $1.15M | 0.04% | +248+1.7% | 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 |
| OPSEU Pension Plan Trust Fund | 14,757 | $1.13M | 0.27% | +2,989+25.4% | Added |
| Systematic Alpha Investments, LLC | 14,610 | $1.12M | 0.05% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 14,584 | $1.12M | 0.01% | −2,866−16.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 14,363 | $1.10M | 0.11% | +1,968+15.9% | Added |
| Dowling & Yahnke LLC | 14,220 | $1.09M | 0.05% | −957−6.3% | Reduced |
| Banco Santander, S.A. | 14,032 | $1.08M | 0.01% | +14,032 | New |
| Ieq Capital, LLC | 13,538 | $1.04M | 0.02% | −412−3.0% | Reduced |
| Investment Management of Virginia LLC | 13,531 | $1.04M | 0.18% | +1,286+10.5% | Added |
| Selway Asset Management | 13,435 | $1.03M | 0.50% | +350+2.7% | Added |
| Ironwood Investment Management LLC | 13,250 | $1.02M | 0.55% | −1,024−7.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,204 | $1.02M | 0.00% | −286−2.1% | Reduced |
| Regentatlantic Capital LLC | 13,056 | $1.00M | 0.03% | −221−1.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.00M | 0.14% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 12,867 | $990.0K | 0.15% | −127−1.0% | Reduced |
| D.A. Davidson & Co. | 12,830 | $987.0K | 0.01% | −278−2.1% | Reduced |
| Colony Group LLC | 12,807 | $985.0K | 0.01% | +8,076+170.7% | Added |
| Cetera Advisors LLC | 12,668 | $975.0K | 0.02% | +14+0.1% | Added |
| Inverness Counsel LLC | 12,575 | $968.0K | 0.04% | +12,575 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 12,544 | $965.0K | 0.09% | +1,345+12.0% | Added |
| Blair William & Co | 12,453 | $958.0K | 0.00% | −5,909−32.2% | Reduced |
| Neville Rodie & Shaw Inc | 12,532 | $956.0K | 0.07% | −100−0.8% | Reduced |
| JustInvest LLC | 12,311 | $947.0K | 0.05% | −2,658−17.8% | Reduced |
| Caxton Associates LP | 12,090 | $930.0K | 0.09% | +12,090 | New |
| Horizon Investments, LLC | 11,980 | $922.0K | 0.03% | +6,222+108.1% | Added |
| Beacon Pointe Advisors, LLC | 11,841 | $911.0K | 0.01% | +4,689+65.6% | Added |
| Perigon Wealth Management, LLC | 11,800 | $908.0K | 0.06% | +508+4.5% | Added |
| First Foundation Advisors | 11,786 | $907.0K | 0.03% | +796+7.2% | Added |
| CIBC World Markets Inc. | 11,669 | $898.0K | 0.00% | +338+3.0% | 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 |
| 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 |
| Cullinan Associates Inc | 11,563 | $890.0K | 0.05% | −200−1.7% | Reduced |
| Natixis Investment Managers International | 11,500 | $884.0K | 0.02% | +2,490+27.6% | Added |
| Principle Wealth Partners LLC | 11,411 | $878.0K | 0.09% | −221−1.9% | Reduced |
| Ontario Teachers Pension Plan Board | 11,324 | $871.0K | 0.01% | +5,412+91.5% | Added |
| Cypress Capital Group | 11,223 | $864.0K | 0.11% | +2,391+27.1% | Added |
| Bollard Group LLC | 11,147 | $858.0K | 0.03% | −212−1.9% | Reduced |
| Oppenheimer & Co Inc | 11,011 | $848.0K | 0.02% | +171+1.6% | Added |
| 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 |
| Cloverfields Capital Group, LP | 10,741 | $827.0K | 0.26% | −883−7.6% | Reduced |
| AGF Investments LLC | 10,722 | $825.0K | 0.07% | +1,042+10.8% | Added |
| Philadelphia Trust Co | 10,624 | $818.0K | 0.06% | −370−3.4% | Reduced |
| Agf Investments Inc. | 10,617 | $817.0K | 0.01% | −887−7.7% | Reduced |
| SG Americas Securities, LLC | 10,509 | $809.0K | 0.01% | −6,938−39.8% | Reduced |
| Abbrea Capital, LLC | 10,498 | $808.0K | 0.11% | −342−3.2% | Reduced |
| Sit Investment Associates Inc | 10,455 | $805.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 10,449 | $804.0K | 0.00% | −2,303−18.1% | Reduced |
| IMA Wealth, Inc. | 10,398 | $800.0K | 0.18% | −125−1.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 10,375 | $798.0K | 0.02% | −64,562−86.2% | Reduced |
| Bluestein R H & Co | 10,115 | $778.0K | 0.03% | +600+6.3% | Added |
| Canal Insurance CO | 10,000 | $770.0K | 0.21% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 9,944 | $765.0K | 0.05% | −144−1.4% | Reduced |
| Palladium Partners LLC | 9,869 | $759.0K | 0.03% | −1,701−14.7% | Reduced |
| TD Private Client Wealth LLC | 9,768 | $751.6K | 0.03% | −3,155−24.4% | Reduced |
| Advisor Partners LLC | 9,698 | $746.0K | 0.05% | −1,239−11.3% | Reduced |
| Allstate Corp | 9,684 | $745.0K | 0.02% | −25,564−72.5% | Reduced |
| Boston Private Wealth LLC | 9,517 | $732.0K | 0.01% | +195+2.1% | Added |
| Ameritas Investment Partners, Inc. | 9,481 | $729.0K | 0.03% | −2,972−23.9% | Reduced |
| FineMark National Bank & Trust | 9,436 | $726.0K | 0.03% | +20+0.2% | Added |
| Fractal Investments LLC | 9,400 | $723.0K | 0.21% | 00.0% | Unchanged |
| Simmons Bank | 9,364 | $721.0K | 0.05% | −283−2.9% | Reduced |