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, Q2 2022
Institutional positions in Otis Worldwide Corp as of Jun 30, 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
- 1,090
- −39 vs. Q1 2022
- Shares held
- 354.1M
- +3.90M (+1.1%) vs. Q1 2022
- Total value
- $25.0B
- −$1.91B (−7.1%) vs. Q1 2022
- New holders
- 62
- 365 more added
- Sold out
- 101
- 456 more reduced
18 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 310 | $22.0K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 316 | $22.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 316 | $22.0K | 0.01% | +137+76.5% | Added |
| Antonetti Capital Management LLC | 325 | $23.0K | 0.02% | 00.0% | Unchanged |
| First National Bank of South Miami | 330 | $23.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 331 | $23.0K | 0.00% | +307+1,279.2% | Added |
| Laffer Tengler Investments | 335 | $23.7K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 339 | $24.0K | 0.00% | −4,508−93.0% | Reduced |
| Prestige Wealth Management Group LLC | 347 | $24.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 342 | $24.0K | 0.00% | +88+34.6% | Added |
| Compagnie Lombard Odier SCmA | 350 | $25.0K | 0.00% | −242−40.9% | Reduced |
| Bray Capital Advisors | 350 | $25.0K | 0.01% | −112−24.2% | Reduced |
| LFA - Lugano Financial Advisors SA | 360 | $25.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 373 | $26.0K | 0.02% | −52−12.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 362 | $26.0K | 0.00% | −56−13.4% | Reduced |
| Gradient Investments LLC | 365 | $26.0K | 0.00% | −40−9.9% | Reduced |
| Motco | 366 | $26.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 366 | $26.0K | 0.02% | +366 | New |
| TFC Financial Management | 387 | $27.0K | 0.01% | −344−47.1% | Reduced |
| Fieldpoint Private Securities, LLC | 383 | $27.0K | 0.01% | −219−36.4% | Reduced |
| Sargent Bickham Lagudis LLC | 387 | $27.0K | 0.00% | −50−11.4% | Reduced |
| HC Financial Advisors Inc | 385 | $27.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 379 | $27.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 383 | $27.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 375 | $27.0K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 393 | $28.0K | 0.03% | −46−10.5% | Reduced |
| Harvest Fund Management Co., Ltd | 393 | $28.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 400 | $29.0K | 0.00% | −1,940−82.9% | Reduced |
| KB Financial Partners, LLC | 417 | $29.0K | 0.01% | −11−2.6% | Reduced |
| SRS Capital Advisors, Inc. | 414 | $29.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 408 | $29.0K | 0.01% | −5−1.2% | Reduced |
| CKW Financial Group | 400 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 427 | $30.0K | 0.01% | +427 | New |
| CVA Family Office, LLC | 432 | $31.0K | 0.01% | −33−7.1% | Reduced |
| Tompkins Financial Corp | 452 | $31.0K | 0.00% | −2−0.4% | Reduced |
| Castle Wealth Management LLC | 452 | $32.0K | 0.02% | +452 | New |
| Trustcore Financial Services, LLC | 479 | $34.0K | 0.00% | +1+0.2% | Added |
| Norwood Financial Corp | 470 | $34.0K | 0.06% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 476 | $34.0K | 0.01% | +419+735.1% | Added |
| JFS Wealth Advisors, LLC | 493 | $35.0K | 0.00% | −84−14.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 500 | $35.0K | 0.00% | +500 | New |
| Missouri Trust & Investment Co | 503 | $36.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 520 | $37.0K | 0.01% | +20+4.0% | Added |
| Rockbridge Investment Management, LCC | 537 | $38.0K | 0.01% | −3,939−88.0% | Reduced |
| Cutler Group LP | 562 | $39.0K | 0.01% | +31+5.8% | Added |
| BerganKDV Wealth Management, LLC | 556 | $39.0K | 0.00% | +228+69.5% | Added |
| Pinnacle Bancorp, Inc. | 572 | $40.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 559 | $40.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 579 | $41.0K | 0.00% | −167−22.4% | Reduced |
| TCI Wealth Advisors, Inc. | 579 | $41.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 601 | $42.0K | 0.02% | −21−3.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 594 | $42.0K | 0.02% | +3+0.5% | Added |
| Sugarloaf Wealth Management, LLC | 591 | $42.0K | 0.01% | +1+0.2% | Added |
| Key Financial Inc | 602 | $43.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 619 | $44.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 639 | $45.0K | 0.01% | +21+3.4% | Added |
| Beacon Capital Management, LLC | 598 | $45.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 657 | $46.0K | 0.09% | 00.0% | Unchanged |
| Capital Analysts, LLC | 658 | $46.0K | 0.00% | +27+4.3% | Added |
| Pacer Advisors, Inc. | 673 | $48.0K | 0.00% | −25,064−97.4% | Reduced |
| Hoertkorn Richard Charles | 682 | $48.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 690 | $48.0K | 0.04% | +388+128.5% | Added |
| Quent Capital, LLC | 701 | $50.0K | 0.01% | +26+3.9% | Added |
| Bellevue Asset Management, LLC | 716 | $51.0K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 759 | $53.0K | 0.01% | −180−19.2% | Reduced |
| Carolinas Wealth Consulting LLC | 3,976 | $53.0K | 0.01% | +3,278+469.6% | Added |
| Oakmont Corp | 769 | $54.0K | 0.01% | −61−7.3% | Reduced |
| First Community Trust NA | 806 | $57.0K | 0.07% | −92−10.2% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 800 | $57.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 827 | $58.0K | 0.01% | −27−3.2% | Reduced |
| American Research & Management Co. | 825 | $58.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $58.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 826 | $58.0K | 0.00% | +826 | New |
| Oxler Private Wealth LLC | 833 | $58.9K | 0.03% | +833 | New |
| Acima Private Wealth, LLC | 834 | $58.9K | 0.03% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 853 | $60.0K | 0.03% | +853 | New |
| PrairieView Partners, LLC | 872 | $62.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 873 | $62.0K | 0.01% | +45+5.4% | Added |
| Clear Street Markets LLC | 884 | $62.0K | 0.02% | +709+405.1% | Added |
| Eagle Bay Advisors LLC | 882 | $62.3K | 0.04% | +875+12,500.0% | Added |
| Johnson Financial Group, Inc. | 905 | $64.0K | 0.00% | +6+0.7% | Added |
| Aua Capital Management, LLC | 900 | $64.0K | 0.04% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 900 | $64.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 955 | $66.0K | 0.06% | −111−10.4% | Reduced |
| Wilen Investment Management Corp. | 946 | $66.0K | 0.06% | 00.0% | Unchanged |
| Horan Securities, Inc. | 966 | $67.0K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 960 | $67.0K | 0.02% | +3+0.3% | Added |
| Crewe Advisors LLC | 959 | $68.0K | 0.02% | −124−11.4% | Reduced |
| Community Bank, N.A. | 1,000 | $70.0K | 0.01% | −260−20.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,011 | $71.0K | 0.07% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,020 | $72.0K | 0.01% | −79−7.2% | Reduced |
| CoreFirst Bank & Trust | 1,020 | $72.0K | 0.06% | +102+11.1% | Added |
| Ulland Investment Advisors, LLC | 1,049 | $74.0K | 0.08% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,047 | $74.0K | 0.01% | +80+8.3% | Added |
| Monetary Management Group Inc | 1,071 | $76.0K | 0.02% | −200−15.7% | Reduced |
| First Command Bank | 1,076 | $76.0K | 0.01% | −175−14.0% | Reduced |
| First Command Financial Services, Inc. | 1,076 | $76.0K | 0.01% | −175−14.0% | Reduced |
| Oakworth Capital, Inc. | 1,086 | $76.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,075 | $76.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,082 | $76.0K | 0.01% | −2−0.2% | Reduced |