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 |
|---|---|---|---|---|---|
| Argent Trust Co | 9,280 | $715.0K | 0.04% | 00.0% | Unchanged |
| Glenview Trust Co | 9,288 | $714.0K | 0.02% | −1,460−13.6% | Reduced |
| Everence Capital Management Inc | 9,260 | $713.0K | 0.05% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 9,164 | $705.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9,138 | $703.0K | 0.22% | −173−1.9% | Reduced |
| Country Club Bank | 8,933 | $694.0K | 0.06% | +8,933 | New |
| Avantax Advisory Services, Inc. | 8,952 | $691.0K | 0.01% | +960+12.0% | Added |
| Guinness Atkinson Asset Management Inc | 8,873 | $683.0K | 0.33% | 00.0% | Unchanged |
| AE Wealth Management LLC | 8,797 | $677.0K | 0.00% | +1,018+13.1% | Added |
| Courier Capital LLC | 8,777 | $675.0K | 0.07% | −1,407−13.8% | Reduced |
| Johnson Investment Counsel Inc | 8,729 | $672.0K | 0.01% | −152−1.7% | Reduced |
| Keeley-Teton Advisors, LLC | 8,719 | $671.0K | 0.07% | −85−1.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,700 | $669.0K | 0.18% | +13+0.1% | Added |
| Vident Investment Advisory, LLC | 8,697 | $669.0K | 0.02% | +614+7.6% | Added |
| Snowden Capital Advisors LLC | 8,657 | $666.0K | 0.03% | +6,729+349.0% | Added |
| Verdence Capital Advisors LLC | 8,615 | $663.0K | 0.08% | +742+9.4% | Added |
| Stephens Inc | 8,538 | $657.0K | 0.01% | −582−6.4% | Reduced |
| Reynolds Investment Management, Inc. | 8,534 | $657.0K | 0.19% | +8,534 | New |
| Busey Wealth Management | 8,517 | $655.0K | 0.03% | −183−2.1% | Reduced |
| Curated Wealth Partners LLC | 7,493 | $653.0K | 0.22% | 00.0% | Unchanged |
| Umb Bank N A | 8,416 | $647.0K | 0.01% | −641−7.1% | Reduced |
| Nomura Holdings Inc | 8,460 | $645.0K | 0.00% | −1,105−11.6% | Reduced |
| Central Trust Co | 8,380 | $645.0K | 0.02% | −356−4.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 8,380 | $645.0K | 0.02% | +8,380 | New |
| Field & Main Bank | 8,371 | $644.0K | 0.39% | −502−5.7% | Reduced |
| Bessemer Group Inc | 8,329 | $641.0K | 0.00% | +272+3.4% | Added |
| Waters Parkerson & Co., LLC | 8,280 | $637.0K | 0.04% | −57−0.7% | Reduced |
| Home Federal Bank of Tennessee | 8,245 | $634.0K | 0.22% | +300+3.8% | Added |
| Thompson Siegel & Walmsley LLC | 8,208 | $632.0K | 0.01% | +8,000+3,846.2% | Added |
| Atlantic Union Bankshares Corp | 8,194 | $631.0K | 0.06% | −562−6.4% | Reduced |
| Maven Securities LTD | 8,177 | $629.0K | 0.13% | +8,177 | New |
| Curbstone Financial Management Corp | 8,126 | $625.0K | 0.12% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 8,123 | $622.0K | 0.09% | −845−9.4% | Reduced |
| ELCO Management Co., LLC | 8,038 | $619.0K | 0.42% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 8,049 | $619.0K | 0.04% | +8,049 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,027 | $618.0K | 0.07% | −55−0.7% | Reduced |
| Security National Bank of So Dak | 8,030 | $618.0K | 0.43% | +245+3.1% | Added |
| People's United Financial, Inc. | 7,975 | $614.0K | 0.02% | −3,569−30.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,936 | $611.0K | 0.03% | −404−4.8% | Reduced |
| Empirical Finance, LLC | 7,918 | $609.0K | 0.07% | +901+12.8% | Added |
| Montag A & Associates Inc | 7,864 | $605.0K | 0.03% | −172−2.1% | Reduced |
| Merit Financial Group, LLC | 7,846 | $604.0K | 0.04% | −100−1.3% | Reduced |
| American Century Companies Inc | 7,817 | $601.0K | 0.00% | +620+8.6% | Added |
| Pinnacle Associates Ltd | 7,787 | $599.0K | 0.01% | −137−1.7% | Reduced |
| Salem Investment Counselors Inc | 7,779 | $599.0K | 0.02% | +21+0.3% | Added |
| Brown Advisory Securities, LLC | 7,751 | $598.0K | 0.35% | −974−11.2% | Reduced |
| IFP Advisors, Inc | 10,968 | $586.0K | 0.01% | +9,593+697.7% | Added |
| Wendell David Associates Inc | 7,579 | $583.0K | 0.06% | −862−10.2% | Reduced |
| Pring Turner Capital Group Inc | 7,575 | $583.0K | 0.45% | +4,500+146.3% | Added |
| Graypoint LLC | 7,489 | $576.0K | 0.06% | −632−7.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 7,416 | $576.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,458 | $575.0K | 0.02% | −524−6.6% | Reduced |
| Cigna Investments Inc | 7,402 | $570.0K | 0.07% | −2,129−22.3% | Reduced |
| Amica Retiree Medical Trust | 7,358 | $566.0K | 0.53% | −5,966−44.8% | Reduced |
| FDx Advisors, Inc. | 7,295 | $561.0K | 0.02% | +78+1.1% | Added |
| Parsec Financial Management, Inc. | 7,272 | $560.0K | 0.02% | −19−0.3% | Reduced |
| Tower Bridge Advisors | 7,261 | $558.7K | 0.04% | −349−4.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,220 | $556.0K | 0.01% | +2,905+67.3% | Added |
| Parallel Advisors, LLC | 7,143 | $555.0K | 0.02% | −330−4.4% | Reduced |
| Ar Asset Management Inc | 7,200 | $554.0K | 0.14% | 00.0% | Unchanged |
| CWM, LLC | 7,152 | $550.0K | 0.00% | −553−7.2% | Reduced |
| Valley Brook Capital Group | 7,106 | $546.0K | 0.47% | −499−6.6% | Reduced |
| Caldwell Trust Co | 7,090 | $545.6K | 0.07% | −358−4.8% | Reduced |
| Baldwin Investment Management, LLC | 7,028 | $541.0K | 0.15% | −1,000−12.5% | Reduced |
| River Wealth Advisors LLC | 7,027 | $541.0K | 0.09% | +33+0.5% | Added |
| Stratos Wealth Partners, LTD. | 7,008 | $539.0K | 0.01% | −856−10.9% | Reduced |
| Everett Harris & Co | 7,010 | $539.0K | 0.01% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 6,995 | $538.0K | 0.51% | −86−1.2% | Reduced |
| Allred Capital Management, LLC | 6,996 | $538.0K | 0.28% | +125+1.8% | Added |
| Forte Capital LLC | 6,172 | $537.0K | 0.07% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 6,970 | $536.0K | 0.00% | +6,970 | New |
| Amussen Hunsaker Associates LLC | 7,014 | $535.0K | 0.12% | −58−0.8% | Reduced |
| Chicago Capital, LLC | 6,943 | $534.0K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6,908 | $532.0K | 0.05% | −1,036−13.0% | Reduced |
| Graham Capital Management, L.P. | 6,908 | $531.0K | 0.02% | +6,908 | New |
| Hillsdale Investment Management Inc. | 6,900 | $531.0K | 0.03% | +6,900 | New |
| Aull & Monroe Investment Management Corp | 6,876 | $529.0K | 0.24% | −75−1.1% | Reduced |
| Freestone Capital Holdings, LLC | 6,880 | $529.0K | 0.02% | +1,221+21.6% | Added |
| Headinvest, LLC | 6,837 | $526.0K | 0.10% | −131−1.9% | Reduced |
| Westhampton Capital, LLC | 6,842 | $526.0K | 0.34% | −125−1.8% | Reduced |
| Bennicas & Associates, Inc. | 6,208 | $526.0K | 0.26% | +2,200+54.9% | Added |
| Werlinich Asset Management, LLC | 6,825 | $525.2K | 0.40% | 00.0% | Unchanged |
| IBM Retirement Fund | 6,790 | $522.0K | 0.07% | −363−5.1% | Reduced |
| Simplex Trading, LLC | 6,779 | $521.0K | 0.02% | +6,779 | New |
| Sigma Planning Corp | 6,737 | $518.0K | 0.02% | −478−6.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,682 | $514.0K | 0.03% | +1,526+29.6% | Added |
| Integrated Wealth Concepts LLC | 6,604 | $508.0K | 0.02% | +641+10.7% | Added |
| Patten & Patten Inc | 6,591 | $507.0K | 0.04% | −315−4.6% | Reduced |
| Park Avenue Securities LLC | 6,587 | $507.0K | 0.01% | −187−2.8% | Reduced |
| Metis Global Partners, LLC | 6,594 | $507.0K | 0.06% | +2,868+77.0% | Added |
| Moors & Cabot, Inc. | 6,574 | $506.0K | 0.03% | +469+7.7% | Added |
| Holderness Investments Co | 6,510 | $501.0K | 0.17% | +165+2.6% | Added |
| Schechter Investment Advisors, LLC | 6,466 | $497.0K | 0.05% | +492+8.2% | Added |
| Western Wealth Management, LLC | 6,411 | $494.0K | 0.02% | +3,008+88.4% | Added |
| American Portfolios Advisors | 6,400 | $492.5K | 0.02% | +145+2.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,372 | $490.0K | 0.03% | −540−7.8% | Reduced |
| Ahl Investment Management, Inc. | 6,374 | $490.0K | 0.45% | −80−1.2% | Reduced |
| Investment Advisory Services Inc | 6,352 | $489.0K | 0.27% | +10.0% | Added |
| Optas, LLC | 6,309 | $485.0K | 0.16% | +14+0.2% | Added |
| Journey Advisory Group, LLC | 6,277 | $483.0K | 0.12% | −275−4.2% | Reduced |