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 |
|---|---|---|---|---|---|
| Bleichroeder LP | 3,000 | $212.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,446 | $213.0K | 0.01% | −6,522−59.5% | Reduced |
| Essex Savings Bank | 3,015 | $213.0K | 0.08% | −10−0.3% | Reduced |
| LMCG Investments, LLC | 3,008 | $213.0K | 0.01% | −3−0.1% | Reduced |
| Laurel Wealth Advisors LLC | 3,047 | $215.0K | 0.05% | −35−1.1% | Reduced |
| Hancock Whitney Corp | 3,049 | $216.0K | 0.01% | +6+0.2% | Added |
| Pring Turner Capital Group Inc | 3,075 | $217.0K | 0.21% | −4,500−59.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,075 | $217.0K | 0.01% | −684−18.2% | Reduced |
| LCM Capital Management Inc | 3,069 | $217.0K | 0.21% | −12−0.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,073 | $217.0K | 0.05% | +10.0% | Added |
| J. L. Bainbridge & Co., Inc. | 3,066 | $217.0K | 0.03% | +12+0.4% | Added |
| Baker Ellis Asset Management LLC | 3,088 | $218.0K | 0.05% | −50−1.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,085 | $218.0K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,109 | $220.0K | 0.49% | −1,404−31.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 3,106 | $220.0K | 0.02% | +471+17.9% | Added |
| Ziegler Capital Management, LLC | 3,108 | $220.0K | 0.01% | +3,108 | New |
| StoneX Group Inc. | 3,121 | $220.5K | 0.03% | +3,121 | New |
| NTB Financial Corp | 3,159 | $223.0K | 0.18% | −55−1.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,153 | $223.0K | 0.09% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,162 | $223.0K | 0.23% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,171 | $224.0K | 0.03% | +122+4.0% | Added |
| Fishman Jay A Ltd | 3,195 | $225.8K | 0.03% | −50−1.5% | Reduced |
| Institutional & Family Asset Management, LLC | 3,201 | $226.0K | 0.04% | −8−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,207 | $227.0K | 0.00% | −91−2.8% | Reduced |
| Forbes J M & Co LLP | 3,226 | $228.0K | 0.03% | −17−0.5% | Reduced |
| Security National Bank | 3,226 | $228.0K | 0.06% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,238 | $229.0K | 0.10% | −907−21.9% | Reduced |
| Oppenheimer Asset Management Inc. | 3,234 | $229.0K | 0.00% | +62+2.0% | Added |
| Lifeworks Advisors, LLC | 3,257 | $230.0K | 0.15% | +3,257 | New |
| Howland Capital Management LLC | 3,267 | $231.0K | 0.01% | +375+13.0% | Added |
| Eudaimonia Partners, LLC | 3,285 | $232.0K | 0.04% | +44+1.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 3,282 | $232.0K | 0.02% | +3,282 | New |
| Centaurus Financial, Inc. | 3,303 | $233.0K | 0.02% | −192−5.5% | Reduced |
| Rothschild Investment Corp | 3,303 | $233.0K | 0.02% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,310 | $234.0K | 0.24% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,320 | $235.0K | 0.02% | −239−6.7% | Reduced |
| Court Place Advisors, LLC | 3,323 | $235.0K | 0.09% | 00.0% | Unchanged |
| Wade G W & Inc | 3,332 | $235.0K | 0.01% | +14+0.4% | Added |
| Meridian Wealth Management, LLC | 3,340 | $236.0K | 0.02% | +437+15.1% | Added |
| Lowe Brockenbrough & Co Inc | 3,369 | $238.0K | 0.02% | +25+0.7% | Added |
| Citizens Business Bank | 3,400 | $240.0K | 0.03% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,402 | $240.0K | 0.02% | +329+10.7% | Added |
| Chicago Trust Co NA | 3,399 | $240.0K | 0.06% | +516+17.9% | Added |
| Altium Wealth Management LLC | 3,425 | $242.0K | 0.02% | +28+0.8% | Added |
| Coldstream Capital Management Inc | 3,428 | $242.0K | 0.01% | +755+28.2% | Added |
| Harbor Investment Advisory, LLC | 3,445 | $243.0K | 0.04% | −198−5.4% | Reduced |
| Sequoia Financial Advisors, LLC | 3,438 | $243.0K | 0.01% | −98−2.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 3,457 | $244.0K | 0.03% | 00.0% | Unchanged |
| Cullinan Associates Inc | 3,463 | $245.0K | 0.01% | −8,100−70.1% | Reduced |
| MEMBERS Trust Co | 3,461 | $245.0K | 0.01% | −54−1.5% | Reduced |
| First Horizon Advisors, Inc. | 3,476 | $245.0K | 0.01% | +355+11.4% | Added |
| Frontier Wealth Management LLC | 3,484 | $246.0K | 0.02% | −393−10.1% | Reduced |
| Amplius Wealth Advisors, LLC | 3,486 | $246.0K | 0.04% | −79−2.2% | Reduced |
| Waldron Private Wealth LLC | 3,505 | $247.0K | 0.01% | +369+11.8% | Added |
| TCTC Holdings, LLC | 3,507 | $248.0K | 0.01% | +4+0.1% | Added |
| Teza Capital Management LLC | 3,512 | $248.0K | 0.09% | +291+9.0% | Added |
| First National Trust Co | 3,529 | $249.0K | 0.01% | −355−9.1% | Reduced |
| Valeo Financial Advisors, LLC | 3,523 | $249.0K | 0.02% | −111−3.1% | Reduced |
| S.A. Mason LLC | 3,522 | $249.0K | 0.18% | −68−1.9% | Reduced |
| Covington Capital Management | 3,525 | $249.0K | 0.01% | −25−0.7% | Reduced |
| Farmers National Bank | 3,530 | $249.5K | 0.09% | 00.0% | Unchanged |
| Riverwater Partners LLC | 3,563 | $252.0K | 0.25% | −49−1.4% | Reduced |
| Surevest, LLC | 3,599 | $254.0K | 0.07% | +24+0.7% | Added |
| South Dakota Investment Council | 3,600 | $254.0K | 0.01% | +3,201+802.3% | Added |
| Washington Trust Advisors, Inc. | 3,641 | $257.0K | 0.02% | −315−8.0% | Reduced |
| Great Valley Advisor Group, Inc. | 3,643 | $257.0K | 0.01% | +3,643 | New |
| Bank of the West | 3,650 | $258.0K | 0.03% | −81−2.2% | Reduced |
| David Loasby | 3,675 | $258.0K | 0.04% | +7+0.2% | Added |
| Bard Financial Services, Inc. | 3,670 | $259.0K | 0.02% | −120−3.2% | Reduced |
| Meridian Investment Counsel Inc. | 3,671 | $259.0K | 0.11% | 00.0% | Unchanged |
| Burleson & Company, LLC | 3,673 | $260.0K | 0.06% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 3,689 | $261.0K | 0.07% | −332−8.3% | Reduced |
| Wolverine Trading, LLC | 3,738 | $261.0K | 0.01% | +544+17.0% | Added |
| Advisory Services Network, LLC | 3,704 | $262.0K | 0.01% | −1,110−23.1% | Reduced |
| Northwest Bancshares, Inc. | 3,703 | $262.0K | 0.06% | −100−2.6% | Reduced |
| Kore Private Wealth LLC | 3,738 | $264.0K | 0.04% | +618+19.8% | Added |
| Profund Advisors LLC | 3,754 | $265.0K | 0.02% | −1,236−24.8% | Reduced |
| Founders Financial Securities LLC | 3,792 | $268.0K | 0.05% | +296+8.5% | Added |
| Mountain Pacific Investment Advisers Inc | 3,811 | $269.0K | 0.02% | −550−12.6% | Reduced |
| LVW Advisors, LLC | 3,806 | $269.0K | 0.06% | −90−2.3% | Reduced |
| Atwood & Palmer Inc | 3,825 | $270.0K | 0.03% | −300−7.3% | Reduced |
| Peoples Financial Services Corp. | 3,837 | $271.0K | 0.13% | −900−19.0% | Reduced |
| Moneta Group Investment Advisors LLC | 3,849 | $272.0K | 0.01% | +28+0.7% | Added |
| GYL Financial Synergies, LLC | 3,882 | $274.0K | 0.07% | −1,705−30.5% | Reduced |
| CAPROCK Group, Inc. | 3,874 | $274.0K | 0.03% | −499−11.4% | Reduced |
| Sun Life Financial INC | 3,866 | $274.0K | 0.02% | −161−4.0% | Reduced |
| Flputnam Investment Management Co | 3,887 | $275.0K | 0.01% | −1,244−24.2% | Reduced |
| Clarius Group, LLC | 3,896 | $275.0K | 0.03% | +552+16.5% | Added |
| Industrial Alliance Investment Management Inc. | 3,899 | $276.0K | 0.01% | −271−6.5% | Reduced |
| Deseret Mutual Benefit Administrators | 3,922 | $277.0K | 0.06% | +648+19.8% | Added |
| Sound View Wealth Advisors Group, LLC | 3,942 | $279.0K | 0.06% | +32+0.8% | Added |
| Aberdeen Wealth Management LLC | 3,974 | $281.0K | 0.22% | 00.0% | Unchanged |
| RB Capital Management, LLC | 3,981 | $281.0K | 0.10% | +3,981 | New |
| Fukoku Mutual Life Insurance Co | 3,990 | $282.0K | 0.02% | 00.0% | Unchanged |
| Fruth Investment Management | 3,628 | $282.0K | 0.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,017 | $284.0K | 0.02% | +141+3.6% | Added |
| Papp L Roy & Associates | 4,080 | $288.0K | 0.04% | −1,977−32.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,082 | $289.0K | 0.05% | −170−4.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $289.0K | 0.10% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 4,154 | $290.0K | 0.12% | 00.0% | Unchanged |