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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.

Q2 2022 vs. Q1 2022

How the institutions holding Otis Worldwide Corp changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of OTIS: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders1,147181,090−39
Shares352.4M2.22M354.1M+3.90M (+1.1%)
Value$27.1B$176.9M$25.0B−$1.91B (−7.1%)

18 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (62)

Institutions that held Otis Worldwide Corp at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to OTIS in Q2 2022
InstitutionSharesValue% of portfolio
Parnassus Investments2,861,004$202.2M0.48%
Pensioenfonds Rail & Ov1,045,600$73.9M2.67%
Antipodes Partners Ltd242,047$17.1M0.71%
Moore Capital Management, LP224,256$15.8M0.48%
Intech Investment Management LLC221,572$15.7M0.09%
Andra AP-fonden173,800$12.3M0.35%
Anchor Capital Advisors LLC133,772$9.45M0.24%
Equitable Trust Co112,027$7.92M0.59%
New York Life Investment Management LLC109,847$7.76M0.09%
Sandbar Asset Management LLP73,606$5.20M2.39%
Albar Capital Ltd52,422$3.71M1.38%
Echo Street Capital Management LLC50,810$3.59M0.03%
Jefferies Group LLC43,579$3.08M0.08%
Lighthouse Investment Partners, LLC36,500$2.58M1.06%
Advisors Asset Management, Inc.20,511$1.45M0.03%
Walleye Trading LLC19,431$1.37M0.03%
CTC Capital Management, LLC16,400$1.16M1.26%
Zurich Insurance Group Ltd16,100$1.14M0.02%
HighPoint Advisor Group LLC15,619$1.11M0.12%
United Services Automobile Association15,559$1.10M0.03%
Inscription Capital, LLC14,346$1.01M0.18%
Wolverine Asset Management LLC12,000$848.0K0.01%
Private Trust Co NA11,244$795.0K0.12%
GWM Advisors LLC10,051$711.0K0.01%
B. Riley Wealth Management, Inc.8,279$585.0K0.06%
Ascension Asset Management LLC7,014$496.0K0.37%
Quintet Private Bank (Europe) S.A.4,680$414.7K0.02%
Twinbeech Capital LP5,596$395.0K0.02%
Spearhead Capital Advisors, LLC4,999$353.0K0.05%
Cary Street Partner Investment Advisory LLC4,814$340.0K0.03%
Azimuth Capital Investment Management LLC4,325$306.0K0.02%
Wedmont Private Capital4,147$293.0K0.06%
RB Capital Management, LLC3,981$281.0K0.10%
Great Valley Advisor Group, Inc.3,643$257.0K0.01%
Lombard Odier Asset Management (Switzerland) SA3,282$232.0K0.02%
Lifeworks Advisors, LLC3,257$230.0K0.15%
StoneX Group Inc.3,121$220.5K0.03%
Ziegler Capital Management, LLC3,108$220.0K0.01%
First Citizens Bank & Trust Co2,950$208.0K0.01%
Prelude Capital Management, LLC2,864$202.0K0.01%
Bangor Savings Bank2,230$158.0K0.02%
Harbour Investments, Inc.1,362$96.0K0.01%
ACG Wealth1,363$96.0K0.02%
Ronald Blue Trust, Inc.1,242$96.0K0.00%
Chilton Capital Management LLC1,260$89.0K0.01%
Investors Asset Management of Georgia Inc853$60.0K0.03%
Oxler Private Wealth LLC833$58.9K0.03%
CoreCap Advisors, LLC826$58.0K0.00%
BOK Financial Private Wealth, Inc.500$35.0K0.00%
Castle Wealth Management LLC452$32.0K0.02%
Bell Investment Advisors, Inc427$30.0K0.01%
Truvestments Capital LLC366$26.0K0.02%
Fairfield, Bush & Co.271$19.0K0.01%
Hallmark Capital Management Inc250$18.0K0.00%
Moisand Fitzgerald Tamayo, LLC234$17.0K0.00%
Better Money Decisions, LLC200$14.0K0.01%
RWM Asset Management, LLC98$7.00K0.00%
WFA of San Diego, LLC75$5.00K0.00%
Urban Wealth Management, LLC50$4.00K0.01%
Wagner Wealth Management, LLC21$1.00K0.00%
Oliver Lagore Vanvalin Investment Group8$1.00K0.00%
Morton Brown Family Wealth, LLC6$00.00%

Sold out (101)

Institutions that held Otis Worldwide Corp at the end of Q1 2022 and filed for Q2 2022 without it.

Showing the largest 100 of 101 by value.

Institutions that sold out of OTIS in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Viking Global Investors LPSuperinvestorViking Global Investors3,538,164$272.3M
Voloridge Investment Management, LLC519,583$40.0M
Holocene Advisors, LP354,324$27.3M
Adage Capital Partners GP, L.L.C.278,289$21.4M
Alyeska Investment Group, L.P.259,617$20.0M
Arrowstreet Capital, Limited Partnership230,884$17.8M
Balyasny Asset Management LLC198,816$15.3M
Winton Group Ltd160,716$12.4M
Schonfeld Strategic Advisors LLC127,500$9.81M
Qube Research & Technologies Ltd124,983$9.62M
Employees Retirement System of Texas104,000$8.00M
Woodline Partners LP96,213$7.40M
Mackay Shields LLC60,954$4.69M
Magnetar Financial LLC53,649$4.13M
Leverage Partners Absolute Return Fund SPC50,000$3.85M
Seven Eight Capital, LP47,406$3.65M
Point72 Hong Kong Ltd36,879$2.84M
Connable Office Inc21,503$1.66M
Ossiam20,245$1.56M
Mirabella Financial Services LLP19,991$1.54M
Veracity Capital LLC17,705$1.36M
Banco Santander, S.A.14,032$1.08M
AGF Investments LLC10,722$825.0K
Agf Investments Inc.10,617$817.0K
STRS Ohio10,449$804.0K
Nomura Holdings Inc8,460$645.0K
Maven Securities LTD8,177$629.0K
Graham Capital Management, L.P.6,908$531.0K
Hillsdale Investment Management Inc.6,900$531.0K
IBM Retirement Fund6,790$522.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,682$514.0K
Quantbot Technologies LP6,169$474.0K
Mayflower Financial Advisors, LLC5,664$436.0K
Jackson Square Capital, LLC5,452$420.0K
Group One Trading, L.P.5,329$410.0K
Main Street Research LLC4,990$384.0K
Fox Run Management, L.L.C.4,556$351.0K
Mitchell & Pahl Private Wealth, LLC4,533$349.0K
Burns J W & Co Inc4,472$344.0K
Roberts Capital Advisors, LLC4,374$337.0K
Boston Family Office LLC3,568$275.0K
DCM Advisors, LLC3,453$266.0K
Argent Capital Management LLC3,330$256.0K
Old Mission Capital LLC3,329$256.0K
M&G Investment Management Ltd3,178$245.0K
Lido Advisors, LLC3,172$244.0K
Qtron Investments LLC3,076$237.0K
Mairs & Power Inc2,984$230.0K
Haverford Trust Co2,963$228.0K
Capital Planning Advisors, LLC2,969$228.0K
Avantax Planning Partners, Inc.2,894$223.0K
Davidson Trust Co2,850$219.0K
Richwood Investment Advisors, LLC2,814$217.0K
Northeast Investment Management2,806$216.0K
Aaron Wealth Advisors16,467$214.0K
Brookstone Capital Management2,784$213.0K
Center For Asset Management LLC2,754$212.0K
Aevitas Wealth Management, Inc.2,720$209.0K
Prescott Group Capital Management, L.L.C.2,700$208.0K
Independent Advisor Alliance2,700$208.0K
Congress Wealth Management LLC2,691$207.0K
Associated Banc-Corp2,640$204.0K
Cullen Capital Management LLC2,646$204.0K
Cutter & CO Brokerage, Inc.2,639$203.0K
Rafferty Asset Management, LLC2,620$202.0K
Bellecapital International Ltd.2,624$202.0K
Leavell Investment Management, Inc.2,612$201.0K
Woodmont Investment Counsel LLC2,612$201.0K
Mirova2,490$191.0K
TCWP LLC1,600$123.0K
Parallax Volatility Advisers, L.P.1,111$85.0K
AIA Group Ltd986$76.0K
Paladin Advisory Group, LLC971$74.0K
Paloma Partners Management Co925$71.0K
Bedel Financial Consulting, Inc.927$71.0K
Herold Advisors, Inc.801$61.6K
Freedman Financial Associates, Inc.664$51.0K
Altshuler Shaham Ltd514$40.0K
Koshinski Asset Management, Inc.361$27.8K
Heritage Wealth Advisors350$27.0K
NuWave Investment Management, LLC332$26.0K
Gemmer Asset Management LLC311$23.0K
San Luis Wealth Advisors LLC220$19.0K
Capital Advisory Group Advisory Services, LLC231$18.0K
Fortitude Advisory Group L.L.C.203$15.0K
McClarren Financial Advisors, Inc.154$11.0K
Tarbox Family Office, Inc.130$10.0K
Sterling Investment Advisors, Ltd.100$8.00K
Roble, Belko & Company, Inc64$5.00K
Arcadia Investment Management Corp37$3.00K
Cordant, Inc.43$3.00K
Tradewinds Capital Management, LLC25$2.00K
Providence Capital Advisors, LLC29$2.00K
Twin Lakes Capital Management, LLC22$2.00K
Lee Financial Co9$1.00K
High Net Worth Advisory Group LLC12$1.00K
J.Safra Asset Management Corp19$0
PSI Advisors, LLC2$0
GoalVest Advisory LLC1$0
CFS Investment Advisory Services, LLC11,543$0

Not filed for Q2 2022 yet (18)

Institutions that held Otis Worldwide Corp at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.