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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 6,263 | $482.0K | 0.01% | −581−8.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,268 | $482.0K | 0.02% | −240−3.7% | Reduced |
| Bryn Mawr Trust Co | 6,207 | $477.0K | 0.02% | −254−3.9% | Reduced |
| Means Investment Co., Inc. | 6,184 | $476.0K | 0.09% | 00.0% | Unchanged |
| Trust Co of Virginia | 6,169 | $474.0K | 0.05% | −700−10.2% | Reduced |
| Security National Bank of Sioux City Iowa | 6,150 | $474.0K | 0.35% | −222−3.5% | Reduced |
| Private Capital Group, LLC | 6,165 | $474.0K | 0.11% | +1,441+30.5% | Added |
| Quantbot Technologies LP | 6,169 | $474.0K | 0.04% | +6,169 | New |
| Cerity Partners LLC | 6,128 | $473.0K | 0.01% | +532+9.5% | Added |
| Mutual Advisors, LLC | 6,138 | $472.0K | 0.03% | +182+3.1% | Added |
| Lafayette Investments, Inc. | 6,099 | $469.0K | 0.12% | +86+1.4% | Added |
| Sovereign Financial Group, Inc. | 6,084 | $468.0K | 0.17% | +1,565+34.6% | Added |
| Papp L Roy & Associates | 6,057 | $466.0K | 0.06% | −74−1.2% | Reduced |
| Bragg Financial Advisors, Inc | 6,043 | $465.0K | 0.03% | −841−12.2% | Reduced |
| Cambridge Trust Co | 6,002 | $462.0K | 0.02% | −594−9.0% | Reduced |
| Meridian Management Co | 6,002 | $462.0K | 0.15% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 5,976 | $460.0K | 0.32% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,975 | $459.7K | 0.02% | −495−7.7% | Reduced |
| Monterey Private Wealth, Inc. | 5,793 | $450.0K | 0.22% | +1,171+25.3% | Added |
| Boston Trust Walden Corp | 5,828 | $448.0K | 0.00% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 5,796 | $446.0K | 0.10% | −89−1.5% | Reduced |
| Excalibur Management Corp | 5,782 | $445.0K | 0.19% | −26−0.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,686 | $438.0K | 0.01% | −800−12.3% | Reduced |
| Mayflower Financial Advisors, LLC | 5,664 | $436.0K | 0.06% | −4,652−45.1% | Reduced |
| City Holding Co | 5,661 | $436.0K | 0.07% | −336−5.6% | Reduced |
| Segall Bryant & Hamill, LLC | 5,644 | $435.0K | 0.00% | −323−5.4% | Reduced |
| Shayne & Co., LLC | 5,655 | $435.0K | 0.21% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 5,607 | $431.0K | 0.02% | +19+0.3% | Added |
| swisspartners Ltd. | 5,593 | $430.0K | 0.34% | −65−1.1% | Reduced |
| GYL Financial Synergies, LLC | 5,587 | $430.0K | 0.10% | −98−1.7% | Reduced |
| Change Path, LLC | 5,583 | $430.0K | 0.02% | +305+5.8% | Added |
| AlphaCrest Capital Management LLC | 5,570 | $429.0K | 0.02% | −18,070−76.4% | Reduced |
| Choate Investment Advisors | 5,577 | $429.0K | 0.02% | +81+1.5% | Added |
| Wetherby Asset Management Inc | 5,574 | $429.0K | 0.02% | +368+7.1% | Added |
| Kestra Private Wealth Services, LLC | 5,463 | $420.0K | 0.02% | −257−4.5% | Reduced |
| Jackson Square Capital, LLC | 5,452 | $420.0K | 0.13% | 00.0% | Unchanged |
| Pitcairn Co | 5,449 | $419.0K | 0.04% | −43−0.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,702 | $418.0K | 0.02% | +543+10.5% | Added |
| Group One Trading, L.P. | 5,329 | $410.0K | 0.01% | +5,329 | New |
| Crestwood Advisors Group LLC | 5,285 | $407.0K | 0.01% | −1,287−19.6% | Reduced |
| Grimes & Company, Inc. | 5,265 | $405.0K | 0.02% | −840−13.8% | Reduced |
| Donaldson Capital Management, LLC | 5,256 | $404.0K | 0.02% | −60−1.1% | Reduced |
| Dividend Assets Capital, LLC | 5,240 | $403.0K | 0.08% | −390−6.9% | Reduced |
| Lincoln National Corp | 5,225 | $402.0K | 0.01% | −426−7.5% | Reduced |
| Webster Bank, N. A. | 5,195 | $400.0K | 0.05% | −190−3.5% | Reduced |
| Lindbrook Capital, LLC | 5,192 | $400.0K | 0.06% | −136−2.6% | Reduced |
| Bull Street Advisors, LLC | 5,197 | $400.0K | 0.19% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5,183 | $398.3K | 0.00% | −64−1.2% | Reduced |
| Sky Investment Group LLC | 5,177 | $398.0K | 0.08% | −1,185−18.6% | Reduced |
| Greenleaf Trust | 5,165 | $397.0K | 0.00% | +8+0.2% | Added |
| Flputnam Investment Management Co | 5,131 | $395.0K | 0.01% | −3,583−41.1% | Reduced |
| Wedbush Securities Inc | 5,132 | $395.0K | 0.02% | +126+2.5% | Added |
| Boston Financial Mangement LLC | 5,128 | $395.0K | 0.02% | +166+3.3% | Added |
| Foster & Motley Inc | 5,117 | $394.0K | 0.03% | −94−1.8% | Reduced |
| Capital City Trust Co | 5,122 | $394.0K | 0.11% | −75−1.4% | Reduced |
| KCM Investment Advisors LLC | 5,070 | $390.0K | 0.01% | −224−4.2% | Reduced |
| J.W. Cole Advisors, Inc. | 5,062 | $390.0K | 0.03% | −108−2.1% | Reduced |
| Washington Trust Co | 5,056 | $388.0K | 0.02% | −731−12.6% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 5,025 | $387.0K | 0.59% | −45−0.9% | Reduced |
| American National Insurance Co | 5,001 | $385.0K | 0.10% | −1,211−19.5% | Reduced |
| Gifford Fong Associates | 5,000 | $385.0K | 0.07% | 00.0% | Unchanged |
| Main Street Research LLC | 4,990 | $384.0K | 0.04% | −364,853−98.7% | Reduced |
| Profund Advisors LLC | 4,990 | $384.0K | 0.02% | −904−15.3% | Reduced |
| Charter Trust Co | 4,955 | $381.0K | 0.03% | −307−5.8% | Reduced |
| Exencial Wealth Advisors, LLC | 4,894 | $377.0K | 0.02% | −690−12.4% | Reduced |
| Bath Savings Trust Co | 4,902 | $377.0K | 0.04% | −400−7.5% | Reduced |
| Symmetry Partners, LLC | 4,892 | $376.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,856 | $374.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 4,847 | $373.0K | 0.00% | +2,769+133.3% | Added |
| Meristem Family Wealth, LLC | 4,838 | $372.0K | 0.04% | −1,157−19.3% | Reduced |
| 1st Source Bank | 4,827 | $371.0K | 0.02% | +41+0.9% | Added |
| McDonald Partners LLC | 4,823 | $371.0K | 0.08% | +4,823 | New |
| Advisory Services Network, LLC | 4,814 | $370.0K | 0.01% | +14+0.3% | Added |
| BKD Wealth Advisors, LLC | 4,785 | $368.0K | 0.02% | −48−1.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,784 | $368.0K | 0.04% | +503+11.7% | Added |
| Peoples Financial Services Corp. | 4,737 | $365.0K | 0.16% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,724 | $364.0K | 0.03% | +720+18.0% | Added |
| HB Wealth Management, LLC | 4,735 | $364.0K | 0.01% | +4,735 | New |
| Balentine LLC | 4,722 | $363.0K | 0.01% | +4,722 | New |
| PEAK6 Investments LLC | 4,674 | $360.0K | 0.01% | +4,674 | New |
| Enterprise Financial Services Corp | 4,665 | $359.0K | 0.06% | −83−1.7% | Reduced |
| SeaCrest Wealth Management, LLC | 4,612 | $355.0K | 0.04% | −197−4.1% | Reduced |
| Warther Private Wealth, LLC | 4,655 | $355.0K | 0.23% | −23−0.5% | Reduced |
| Westport Asset Management Inc | 4,127 | $355.0K | 0.16% | 00.0% | Unchanged |
| Veriti Management LLC | 4,584 | $353.0K | 0.04% | +297+6.9% | Added |
| Pointe Capital Management LLC | 4,576 | $352.0K | 0.22% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,556 | $351.0K | 0.20% | −240−5.0% | Reduced |
| Chemung Canal Trust Co | 4,559 | $351.0K | 0.07% | −50−1.1% | Reduced |
| Tiemann Investment Advisors, LLC | 4,549 | $350.0K | 0.16% | −58−1.3% | Reduced |
| Beck Mack & Oliver LLC | 4,547 | $350.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4,532 | $349.0K | 0.04% | −443−8.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 4,533 | $349.0K | 0.22% | −370−7.5% | Reduced |
| ICW Investment Advisors LLC | 4,510 | $347.0K | 0.20% | +232+5.4% | Added |
| Machina Capital S.A.S. | 4,513 | $347.0K | 0.76% | +1,798+66.2% | Added |
| Tucker Asset Management LLC | 4,508 | $346.9K | 0.11% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,490 | $346.0K | 0.03% | +957+27.1% | Added |
| Burns J W & Co Inc | 4,472 | $344.0K | 0.05% | −1,295−22.5% | Reduced |
| Financial Advisory Group | 4,468 | $344.0K | 0.07% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,469 | $344.0K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 4,455 | $343.0K | 0.03% | −1,754−28.2% | Reduced |