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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1,078 | $76.0K | 0.01% | +45+4.4% | Added |
| Money Concepts Capital Corp | 1,076 | $77.0K | 0.01% | −2,282−68.0% | Reduced |
| Spire Wealth Management | 1,103 | $78.0K | 0.00% | −303−21.6% | Reduced |
| FinTrust Capital Advisors, LLC | 1,091 | $78.0K | 0.02% | −95−8.0% | Reduced |
| Seeyond | 1,172 | $82.0K | 0.01% | −24−2.0% | Reduced |
| Tevis Investment Management | 1,159 | $82.0K | 0.08% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,175 | $83.0K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,174 | $83.0K | 0.01% | +116+11.0% | Added |
| Raffa Wealth Management, LLC | 1,184 | $83.7K | 0.04% | −5−0.4% | Reduced |
| Parkside Financial Bank & Trust | 1,187 | $84.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,195 | $84.5K | 0.03% | +7+0.6% | Added |
| Fortis Advisors, LLC | 1,200 | $85.0K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,216 | $86.0K | 0.02% | −60−4.7% | Reduced |
| Piscataqua Savings Bank | 1,219 | $86.0K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,236 | $87.0K | 0.05% | −671−35.2% | Reduced |
| Clear Perspectives Financial Planning, LLC | 1,231 | $87.0K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,261 | $89.0K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,260 | $89.0K | 0.01% | +1,260 | New |
| DuPont Capital Management Corp | 1,277 | $90.0K | 0.00% | −579−31.2% | Reduced |
| Evermay Wealth Management LLC | 1,273 | $90.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 1,323 | $93.0K | 0.04% | +8+0.6% | Added |
| City State Bank | 1,317 | $93.0K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $95.0K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,340 | $95.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,362 | $96.0K | 0.01% | +1,362 | New |
| ACG Wealth | 1,363 | $96.0K | 0.02% | +1,363 | New |
| Ronald Blue Trust, Inc. | 1,242 | $96.0K | 0.00% | +1,242 | New |
| Atlas Capital Advisors LLC | 1,364 | $96.4K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,436 | $101.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,446 | $102.0K | 0.03% | −46−3.1% | Reduced |
| Proequities, Inc. | 1,499 | $106.0K | 0.01% | +27+1.8% | Added |
| North Star Investment Management Corp. | 1,520 | $107.0K | 0.01% | +1+0.1% | Added |
| First Bank & Trust | 1,557 | $110.0K | 0.04% | +138+9.7% | Added |
| Concord Wealth Partners | 1,600 | $113.0K | 0.03% | −18−1.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,594 | $113.0K | 0.08% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,611 | $114.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,625 | $115.0K | 0.03% | +375+30.0% | Added |
| Massmutual Trust Co FSB | 1,652 | $117.0K | 0.01% | −282−14.6% | Reduced |
| Bank of New Hampshire | 1,660 | $117.0K | 0.03% | −25−1.5% | Reduced |
| State of Wyoming | 1,657 | $117.0K | 0.07% | +381+29.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,678 | $119.0K | 0.07% | −152−8.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,708 | $120.0K | 0.03% | +288+20.3% | Added |
| Acropolis Investment Management, LLC | 1,794 | $127.0K | 0.01% | −62−3.3% | Reduced |
| BDO Wealth Advisors, LLC | 1,791 | $127.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,855 | $132.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,899 | $134.0K | 0.10% | −4,266−69.2% | Reduced |
| Vectors Research Management, LLC | 1,906 | $135.0K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,917 | $135.5K | 0.02% | +540+39.2% | Added |
| Belpointe Asset Management LLC | 1,918 | $136.0K | 0.01% | −7−0.4% | Reduced |
| Penserra Capital Management LLC | 1,972 | $139.0K | 0.00% | −62−3.0% | Reduced |
| Leonteq Securities AG | 2,084 | $147.3K | 0.01% | −307−12.8% | Reduced |
| Manchester Capital Management LLC | 2,090 | $148.0K | 0.03% | −17−0.8% | Reduced |
| First Financial Corp | 2,130 | $151.0K | 0.10% | −117−5.2% | Reduced |
| Thomas White International Ltd | 2,170 | $153.0K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,230 | $158.0K | 0.02% | +2,230 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,256 | $159.0K | 0.01% | −2,600−53.5% | Reduced |
| Cypress Capital Management LLC (WY) | 2,280 | $161.0K | 0.21% | −450−16.5% | Reduced |
| Allworth Financial LP | 2,272 | $161.0K | 0.00% | +155+7.3% | Added |
| Carmichael Hill & Associates, Inc. | 2,307 | $163.0K | 0.09% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,325 | $164.0K | 0.08% | 00.0% | Unchanged |
| CX Institutional | 2,356 | $167.0K | 0.01% | −348−12.9% | Reduced |
| Logan Capital Management Inc | 2,402 | $170.0K | 0.01% | −35−1.4% | Reduced |
| Resources Management Corp | 2,426 | $171.0K | 0.03% | −800−24.8% | Reduced |
| Prospera Financial Services Inc | 2,420 | $171.0K | 0.01% | −78−3.1% | Reduced |
| Arrow Financial Corp | 2,418 | $171.0K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,429 | $172.0K | 0.04% | −110−4.3% | Reduced |
| Asset Dedication, LLC | 2,480 | $177.0K | 0.03% | −61−2.4% | Reduced |
| Charter Oak Capital Management, LLC | 2,548 | $180.0K | 0.02% | −35−1.4% | Reduced |
| Capstone Investment Advisors, LLC | 2,585 | $183.0K | 0.00% | −1,804−41.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,647 | $187.0K | 0.00% | −104,896−97.5% | Reduced |
| Adirondack Trust Co | 2,642 | $187.0K | 0.10% | −70−2.6% | Reduced |
| Anchor Investment Management, LLC | 2,680 | $189.4K | 0.03% | −37−1.4% | Reduced |
| Institute for Wealth Management, LLC. | 2,829 | $200.0K | 0.04% | −20−0.7% | Reduced |
| Quadrant Capital Group LLC | 2,829 | $200.0K | 0.03% | +3+0.1% | Added |
| Geneos Wealth Management Inc. | 2,792 | $200.0K | 0.01% | −35−1.2% | Reduced |
| Tiedemann Advisors, LLC | 2,857 | $202.0K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,864 | $202.0K | 0.01% | +2,864 | New |
| Shelton Capital Management | 2,878 | $203.0K | 0.01% | −752−20.7% | Reduced |
| Apollon Wealth Management, LLC | 2,874 | $203.0K | 0.02% | −327−10.2% | Reduced |
| Calamos Wealth Management LLC | 2,873 | $203.0K | 0.02% | −158−5.2% | Reduced |
| Warther Private Wealth, LLC | 2,843 | $204.0K | 0.15% | −1,812−38.9% | Reduced |
| St Germain D J Co Inc | 2,889 | $204.0K | 0.01% | −12−0.4% | Reduced |
| Conning Inc. | 2,880 | $204.0K | 0.01% | −7−0.2% | Reduced |
| Compton Capital Management Inc | 2,897 | $205.0K | 0.11% | −1,178−28.9% | Reduced |
| Sentry Investment Management LLC | 2,899 | $205.0K | 0.09% | −137−4.5% | Reduced |
| Ancora Advisors, LLC | 2,894 | $205.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,917 | $206.0K | 0.04% | −178−5.8% | Reduced |
| Legacy Bridge, LLC | 2,911 | $206.0K | 0.15% | −100−3.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 2,922 | $206.0K | 0.05% | 00.0% | Unchanged |
| Farmers Trust Co | 2,912 | $206.0K | 0.05% | +80+2.8% | Added |
| First Citizens Bank & Trust Co | 2,950 | $208.0K | 0.01% | +2,950 | New |
| Blueshift Asset Management, LLC | 2,955 | $209.0K | 0.03% | −71,012−96.0% | Reduced |
| 9258 Wealth Management, LLC | 2,956 | $209.0K | 0.05% | −125−4.1% | Reduced |
| Forum Financial Management, LP | 2,975 | $210.0K | 0.01% | +81+2.8% | Added |
| Bailard, Inc. | 2,985 | $211.0K | 0.01% | −255−7.9% | Reduced |
| Soltis Investment Advisors LLC | 2,979 | $211.0K | 0.03% | −70−2.3% | Reduced |
| Stevens Capital Management LP | 2,999 | $212.0K | 0.15% | −11,871−79.8% | Reduced |
| Spinnaker Trust | 3,000 | $212.0K | 0.02% | −87−2.8% | Reduced |
| Systematic Financial Management LP | 3,000 | $212.0K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $212.0K | 0.05% | 00.0% | Unchanged |