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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 3,153 | $243.0K | 0.08% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,162 | $243.0K | 0.21% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 3,150 | $242.0K | 0.02% | −58−1.8% | Reduced |
| First Horizon Advisors, Inc. | 3,121 | $241.0K | 0.01% | −198−6.0% | Reduced |
| Baker Ellis Asset Management LLC | 3,138 | $241.0K | 0.04% | −100−3.1% | Reduced |
| Waldron Private Wealth LLC | 3,136 | $241.0K | 0.01% | +129+4.3% | Added |
| Kore Private Wealth LLC | 3,120 | $240.0K | 0.03% | +176+6.0% | Added |
| Atria Wealth Solutions, Inc. | 3,114 | $240.0K | 0.00% | +3,114 | New |
| Patriot Financial Group Insurance Agency, LLC | 3,095 | $238.0K | 0.04% | −232−7.0% | Reduced |
| Spinnaker Trust | 3,087 | $238.0K | 0.02% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,076 | $237.0K | 0.05% | −2,970−49.1% | Reduced |
| Laurel Wealth Advisors LLC | 3,082 | $237.0K | 0.05% | −16−0.5% | Reduced |
| 9258 Wealth Management, LLC | 3,081 | $237.0K | 0.05% | −21−0.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,085 | $237.0K | 0.01% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,081 | $237.0K | 0.19% | +50+1.6% | Added |
| Kistler-Tiffany Companies, LLC | 3,072 | $236.0K | 0.04% | −704−18.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,073 | $236.0K | 0.01% | −160−4.9% | Reduced |
| Soltis Investment Advisors LLC | 3,049 | $235.0K | 0.03% | −108−3.4% | Reduced |
| Hancock Whitney Corp | 3,043 | $235.0K | 0.01% | −66−2.1% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,054 | $235.0K | 0.03% | +3,054 | New |
| Sentry Investment Management LLC | 3,036 | $234.0K | 0.07% | −511−14.4% | Reduced |
| Breiter Capital Management Inc | 3,041 | $234.0K | 0.12% | 00.0% | Unchanged |
| Essex Savings Bank | 3,025 | $233.0K | 0.08% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,049 | $233.0K | 0.03% | +34+1.1% | Added |
| Calamos Wealth Management LLC | 3,031 | $233.0K | 0.02% | +153+5.3% | Added |
| Legacy Bridge, LLC | 3,011 | $232.0K | 0.14% | −65−2.1% | Reduced |
| LMCG Investments, LLC | 3,011 | $232.0K | 0.01% | +3,011 | New |
| Systematic Financial Management LP | 3,000 | $231.0K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $231.0K | 0.05% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $231.0K | 0.04% | 00.0% | Unchanged |
| Mairs & Power Inc | 2,984 | $230.0K | 0.00% | +200+7.2% | Added |
| Capital Planning Advisors, LLC | 2,969 | $228.0K | 0.05% | −75−2.5% | Reduced |
| Haverford Trust Co | 2,963 | $228.0K | 0.00% | +2,963 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 2,922 | $225.0K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,894 | $223.0K | 0.01% | −218−7.0% | Reduced |
| St Germain D J Co Inc | 2,901 | $223.0K | 0.01% | −97−3.2% | Reduced |
| Meridian Wealth Management, LLC | 2,903 | $223.0K | 0.02% | −85−2.8% | Reduced |
| Avantax Planning Partners, Inc. | 2,894 | $223.0K | 0.01% | −73−2.5% | Reduced |
| Howland Capital Management LLC | 2,892 | $223.0K | 0.01% | +13+0.5% | Added |
| Empirical Asset Management, LLC | 2,896 | $223.0K | 0.21% | +2,896 | New |
| Conning Inc. | 2,887 | $222.0K | 0.01% | −690−19.3% | Reduced |
| Chicago Trust Co NA | 2,883 | $222.0K | 0.05% | −33−1.1% | Reduced |
| Forum Financial Management, LP | 2,894 | $222.0K | 0.01% | +455+18.7% | Added |
| Davidson Trust Co | 2,850 | $219.0K | 0.16% | −360−11.2% | Reduced |
| Institute for Wealth Management, LLC. | 2,849 | $219.0K | 0.04% | −12−0.4% | Reduced |
| Tiedemann Advisors, LLC | 2,857 | $219.0K | 0.01% | 00.0% | Unchanged |
| Farmers Trust Co | 2,832 | $218.0K | 0.05% | −120−4.1% | Reduced |
| Geneos Wealth Management Inc. | 2,827 | $217.0K | 0.01% | −131−4.4% | Reduced |
| Quadrant Capital Group LLC | 2,826 | $217.0K | 0.03% | +47+1.7% | Added |
| Richwood Investment Advisors, LLC | 2,814 | $217.0K | 0.19% | +2,650+1,615.9% | Added |
| Northeast Investment Management | 2,806 | $216.0K | 0.01% | −700−20.0% | Reduced |
| Aaron Wealth Advisors | 16,467 | $214.0K | 0.00% | +16,467 | New |
| Brookstone Capital Management | 2,784 | $213.0K | 0.00% | −80−2.8% | Reduced |
| Center For Asset Management LLC | 2,754 | $212.0K | 0.16% | +2,754 | New |
| Cypress Capital Management LLC (WY) | 2,730 | $210.0K | 0.25% | −725−21.0% | Reduced |
| Anchor Investment Management, LLC | 2,717 | $209.1K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,712 | $209.0K | 0.10% | −435−13.8% | Reduced |
| Aevitas Wealth Management, Inc. | 2,720 | $209.0K | 0.13% | −41−1.5% | Reduced |
| Independent Advisor Alliance | 2,700 | $208.0K | 0.01% | −224−7.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 2,700 | $208.0K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 2,704 | $208.0K | 0.02% | +156+6.1% | Added |
| Congress Wealth Management LLC | 2,691 | $207.0K | 0.00% | −594−18.1% | Reduced |
| Stock Yards Bank & Trust Co | 2,694 | $207.0K | 0.01% | +10.0% | Added |
| Coldstream Capital Management Inc | 2,673 | $206.0K | 0.01% | +2,673 | New |
| Associated Banc-Corp | 2,640 | $204.0K | 0.01% | −12−0.5% | Reduced |
| Cullen Capital Management LLC | 2,646 | $204.0K | 0.00% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,639 | $203.0K | 0.06% | −2,444−48.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 2,635 | $203.0K | 0.02% | +251+10.5% | Added |
| Bellecapital International Ltd. | 2,624 | $202.0K | 0.06% | −4,128−61.1% | Reduced |
| Rafferty Asset Management, LLC | 2,620 | $202.0K | 0.00% | −1,680−39.1% | Reduced |
| Leavell Investment Management, Inc. | 2,612 | $201.0K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 2,612 | $201.0K | 0.02% | +204+8.5% | Added |
| Charter Oak Capital Management, LLC | 2,583 | $199.0K | 0.02% | +10.0% | Added |
| Asset Dedication, LLC | 2,541 | $198.0K | 0.02% | −46−1.8% | Reduced |
| Proffitt & Goodson Inc | 2,539 | $195.0K | 0.04% | −187−6.9% | Reduced |
| Prospera Financial Services Inc | 2,498 | $192.0K | 0.01% | −137−5.2% | Reduced |
| Mirova | 2,490 | $191.0K | 0.03% | −10.0% | Reduced |
| Logan Capital Management Inc | 2,437 | $188.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,418 | $186.0K | 0.02% | −70−2.8% | Reduced |
| Leonteq Securities AG | 2,391 | $184.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,340 | $181.0K | 0.00% | +615+35.7% | Added |
| Optimum Investment Advisors | 2,325 | $179.0K | 0.08% | −109−4.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,307 | $178.0K | 0.09% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,266 | $174.0K | 0.05% | +301+15.3% | Added |
| First Financial Corp | 2,247 | $173.0K | 0.10% | −87−3.7% | Reduced |
| Thomas White International Ltd | 2,170 | $167.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 2,117 | $163.0K | 0.00% | +194+10.1% | Added |
| Manchester Capital Management LLC | 2,107 | $162.0K | 0.02% | +22+1.1% | Added |
| Penserra Capital Management LLC | 2,034 | $156.0K | 0.00% | +120+6.3% | Added |
| Pittenger & Anderson Inc | 1,932 | $149.0K | 0.01% | −373−16.2% | Reduced |
| Massmutual Trust Co FSB | 1,934 | $149.0K | 0.01% | +31+1.6% | Added |
| Belpointe Asset Management LLC | 1,925 | $148.0K | 0.01% | +1,925 | New |
| Vectors Research Management, LLC | 1,906 | $147.0K | 0.03% | −67−3.4% | Reduced |
| Addison Advisors LLC | 1,907 | $147.0K | 0.08% | +996+109.3% | Added |
| Smithfield Trust Co | 1,855 | $144.0K | 0.01% | −200−9.7% | Reduced |
| DuPont Capital Management Corp | 1,856 | $143.0K | 0.01% | −419−18.4% | Reduced |
| Acropolis Investment Management, LLC | 1,856 | $143.0K | 0.01% | −183−9.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,830 | $141.0K | 0.07% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,791 | $138.0K | 0.01% | −35−1.9% | Reduced |
| Bank of New Hampshire | 1,685 | $130.0K | 0.03% | +1,685 | New |