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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 4,458 | $343.0K | 0.04% | +645+16.9% | Added |
| Rockbridge Investment Management, LCC | 4,476 | $341.4K | 0.05% | +26+0.6% | Added |
| First City Capital Management, Inc. | 4,417 | $340.0K | 0.19% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,412 | $339.0K | 0.02% | +219+5.2% | Added |
| Fiduciary Group LLC | 4,642 | $338.0K | 0.04% | −493−9.6% | Reduced |
| Capstone Investment Advisors, LLC | 4,389 | $338.0K | 0.01% | +3,819+670.0% | Added |
| Roberts Capital Advisors, LLC | 4,374 | $337.0K | 0.35% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,373 | $337.0K | 0.03% | +846+24.0% | Added |
| Azimuth Capital Management LLC | 4,362 | $336.0K | 0.01% | −100−2.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,361 | $336.0K | 0.02% | −12−0.3% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 4,367 | $336.0K | 0.03% | +1,289+41.9% | Added |
| New England Guild Wealth Advisors, Inc. | 4,337 | $334.0K | 0.18% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $331.0K | 0.11% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 4,288 | $330.0K | 0.10% | 00.0% | Unchanged |
| First Western Trust Bank | 4,244 | $330.0K | 0.02% | +4,244 | New |
| American National Registered Investment Advisor, Inc. | 4,248 | $327.0K | 0.12% | −192−4.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,252 | $327.0K | 0.05% | −172−3.9% | Reduced |
| Collective Family Office LLC | 4,239 | $326.0K | 0.12% | −9−0.2% | Reduced |
| Concentric Wealth Management, LLC | 4,225 | $325.0K | 0.09% | 00.0% | Unchanged |
| NTV Asset Management LLC | 4,227 | $325.0K | 0.05% | +13+0.3% | Added |
| Pathstone Family Office, LLC | 3,847 | $323.0K | 0.01% | −2,368−38.1% | Reduced |
| Cooper Financial Group | 4,184 | $322.0K | 0.12% | +605+16.9% | Added |
| Industrial Alliance Investment Management Inc. | 4,170 | $321.0K | 0.01% | −1,546−27.0% | Reduced |
| Boyd Watterson Asset Management LLC | 4,145 | $319.0K | 0.12% | +271+7.0% | Added |
| Twin Tree Management, LP | 4,135 | $318.0K | 0.01% | −24,624−85.6% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,154 | $318.0K | 0.11% | +3+0.1% | Added |
| Atwood & Palmer Inc | 4,125 | $317.0K | 0.03% | 00.0% | Unchanged |
| Compton Capital Management Inc | 4,075 | $314.0K | 0.09% | −404−9.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $314.0K | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,064 | $313.0K | 0.01% | +204+5.3% | Added |
| Sun Life Financial INC | 4,027 | $309.0K | 0.01% | −134−3.2% | Reduced |
| SlateStone Wealth, LLC | 4,021 | $309.0K | 0.07% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 3,986 | $307.0K | 0.03% | −704−15.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,990 | $307.0K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 3,974 | $306.0K | 0.21% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,956 | $304.0K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,910 | $301.0K | 0.06% | −50−1.3% | Reduced |
| LVW Advisors, LLC | 3,896 | $300.0K | 0.05% | +87+2.3% | Added |
| First National Trust Co | 3,884 | $299.0K | 0.02% | −136−3.4% | Reduced |
| Brighton Jones LLC | 3,876 | $298.0K | 0.01% | +183+5.0% | Added |
| Frontier Wealth Management LLC | 3,877 | $294.0K | 0.00% | −42−1.1% | Reduced |
| Moneta Group Investment Advisors LLC | 3,821 | $294.0K | 0.01% | +65+1.7% | Added |
| Northwest Bancshares, Inc. | 3,803 | $293.0K | 0.06% | −77−2.0% | Reduced |
| Bard Financial Services, Inc. | 3,790 | $292.0K | 0.02% | −250−6.2% | Reduced |
| Clarius Group, LLC | 3,344 | $291.0K | 0.02% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 3,759 | $289.0K | 0.01% | 00.0% | Unchanged |
| Bank of the West | 3,731 | $287.0K | 0.03% | −1,192−24.2% | Reduced |
| Meeder Asset Management Inc | 3,707 | $285.0K | 0.01% | +3,707 | New |
| Burleson & Company, LLC | 3,673 | $283.0K | 0.05% | 00.0% | Unchanged |
| David Loasby | 3,668 | $283.0K | 0.04% | +5+0.1% | Added |
| Meridian Investment Counsel Inc. | 3,671 | $282.0K | 0.10% | −11−0.3% | Reduced |
| Valeo Financial Advisors, LLC | 3,634 | $280.0K | 0.01% | −41−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 3,643 | $280.0K | 0.04% | −25−0.7% | Reduced |
| Checchi Capital Advisers, LLC | 3,634 | $280.0K | 0.03% | +83+2.3% | Added |
| Shelton Capital Management | 3,630 | $279.0K | 0.01% | 00.0% | Unchanged |
| Fruth Investment Management | 3,628 | $279.0K | 0.08% | +88+2.5% | Added |
| Riverwater Partners LLC | 3,612 | $278.0K | 0.46% | +85+2.4% | Added |
| Virginia Retirement Systems Et Al | 3,600 | $277.0K | 0.00% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 3,597 | $277.0K | 0.07% | +3,597 | New |
| S.A. Mason LLC | 3,590 | $276.0K | 0.17% | −36−1.0% | Reduced |
| Surevest, LLC | 3,575 | $275.0K | 0.07% | −134−3.6% | Reduced |
| Boston Family Office LLC | 3,568 | $275.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,559 | $274.0K | 0.01% | −41−1.1% | Reduced |
| Amplius Wealth Advisors, LLC | 3,565 | $274.0K | 0.04% | −35−1.0% | Reduced |
| Covington Capital Management | 3,550 | $273.0K | 0.01% | −535−13.1% | Reduced |
| Sequoia Financial Advisors, LLC | 3,536 | $272.0K | 0.01% | +715+25.3% | Added |
| Farmers National Bank | 3,530 | $271.6K | 0.09% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,503 | $270.0K | 0.01% | −1,020−22.6% | Reduced |
| MEMBERS Trust Co | 3,515 | $270.0K | 0.01% | −112−3.1% | Reduced |
| Centaurus Financial, Inc. | 3,495 | $269.0K | 0.02% | −1,085−23.7% | Reduced |
| Founders Financial Securities LLC | 3,496 | $269.0K | 0.05% | +231+7.1% | Added |
| DCM Advisors, LLC | 3,453 | $266.0K | 0.09% | −275−7.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 3,457 | $266.0K | 0.02% | +150+4.5% | Added |
| Citizens Business Bank | 3,400 | $262.0K | 0.03% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 3,397 | $261.0K | 0.02% | −67−1.9% | Reduced |
| Money Concepts Capital Corp | 3,358 | $258.0K | 0.01% | +3,358 | New |
| Lowe Brockenbrough & Co Inc | 3,344 | $257.0K | 0.02% | −25−0.7% | Reduced |
| Court Place Advisors, LLC | 3,323 | $256.0K | 0.08% | −690−17.2% | Reduced |
| Argent Capital Management LLC | 3,330 | $256.0K | 0.01% | 00.0% | Unchanged |
| Old Mission Capital LLC | 3,329 | $256.0K | 0.01% | +3,329 | New |
| Wade G W & Inc | 3,318 | $255.0K | 0.01% | −397−10.7% | Reduced |
| Defined Wealth Management, LLC | 3,310 | $255.0K | 0.22% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,298 | $254.0K | 0.00% | −20−0.6% | Reduced |
| Rothschild Investment Corp | 3,303 | $254.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,274 | $252.0K | 0.05% | −492−13.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,267 | $251.0K | 0.00% | +933+40.0% | Added |
| Forbes J M & Co LLP | 3,243 | $250.0K | 0.03% | −5−0.2% | Reduced |
| Fishman Jay A Ltd | 3,245 | $249.7K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 3,240 | $249.0K | 0.01% | −40−1.2% | Reduced |
| Eudaimonia Partners, LLC | 3,241 | $249.0K | 0.04% | +3,241 | New |
| Resources Management Corp | 3,226 | $248.0K | 0.03% | −567−14.9% | Reduced |
| Teza Capital Management LLC | 3,221 | $248.0K | 0.09% | +875+37.3% | Added |
| Wolverine Trading, LLC | 3,194 | $248.0K | 0.01% | +3,194 | New |
| Security National Bank | 3,226 | $248.0K | 0.06% | +3,226 | New |
| Institutional & Family Asset Management, LLC | 3,209 | $247.0K | 0.04% | −46−1.4% | Reduced |
| NTB Financial Corp | 3,214 | $247.0K | 0.18% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,201 | $246.0K | 0.02% | +3,201 | New |
| M&G Investment Management Ltd | 3,178 | $245.0K | 0.00% | −27−0.8% | Reduced |
| Oppenheimer Asset Management Inc. | 3,172 | $244.0K | 0.00% | +98+3.2% | Added |
| Lido Advisors, LLC | 3,172 | $244.0K | 0.00% | +242+8.3% | Added |