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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 4,113 | $291.0K | 0.00% | −466,263−99.1% | Reduced |
| Wedmont Private Capital | 4,147 | $293.0K | 0.06% | +4,147 | New |
| First Western Trust Bank | 4,243 | $296.0K | 0.02% | −10.0% | Reduced |
| Webster Bank, N. A. | 4,190 | $297.0K | 0.04% | −1,005−19.3% | Reduced |
| NTV Asset Management LLC | 4,209 | $297.0K | 0.06% | −18−0.4% | Reduced |
| Clearstead Advisors, LLC | 4,213 | $298.0K | 0.02% | −199−4.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,216 | $298.0K | 0.03% | +230+5.8% | Added |
| Concentric Wealth Management, LLC | 4,225 | $299.0K | 0.10% | 00.0% | Unchanged |
| Collective Family Office LLC | 4,255 | $301.0K | 0.13% | +16+0.4% | Added |
| Fund Management at Engine No. 1 LLC | 4,266 | $301.0K | 0.08% | +669+18.6% | Added |
| Drexel Morgan & Co. | 4,288 | $303.0K | 0.08% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $304.0K | 0.12% | 00.0% | Unchanged |
| New England Guild Wealth Advisors, Inc. | 4,337 | $306.0K | 0.19% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 4,325 | $306.0K | 0.02% | +4,325 | New |
| Sky Investment Group LLC | 4,343 | $307.0K | 0.07% | −834−16.1% | Reduced |
| Capital City Trust Co | 4,344 | $307.0K | 0.10% | −778−15.2% | Reduced |
| South State Corp. | 4,359 | $308.0K | 0.03% | −96−2.2% | Reduced |
| Financial Advisory Group | 4,468 | $316.0K | 0.07% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,469 | $316.0K | 0.03% | 00.0% | Unchanged |
| Caxton Associates LP | 4,489 | $317.0K | 0.04% | −7,601−62.9% | Reduced |
| Colonial Trust Advisors | 4,532 | $320.0K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,544 | $321.0K | 0.03% | −180−3.8% | Reduced |
| Beck Mack & Oliver LLC | 4,547 | $321.0K | 0.01% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,549 | $321.0K | 0.17% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,542 | $321.0K | 0.20% | +125+2.8% | Added |
| Chemung Canal Trust Co | 4,559 | $322.0K | 0.07% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,576 | $323.0K | 0.24% | 00.0% | Unchanged |
| Cooper Financial Group | 4,575 | $323.0K | 0.12% | +391+9.3% | Added |
| Tucker Asset Management LLC | 4,571 | $323.0K | 0.10% | +63+1.4% | Added |
| ICW Investment Advisors LLC | 4,608 | $326.0K | 0.21% | +98+2.2% | Added |
| Bragg Financial Advisors, Inc | 4,658 | $329.0K | 0.02% | −1,385−22.9% | Reduced |
| SeaCrest Wealth Management, LLC | 4,700 | $332.0K | 0.04% | +88+1.9% | Added |
| Stock Yards Bank & Trust Co | 4,716 | $333.0K | 0.01% | +2,022+75.1% | Added |
| KCM Investment Advisors LLC | 4,745 | $335.0K | 0.01% | −325−6.4% | Reduced |
| McDonald Partners LLC | 4,757 | $336.0K | 0.09% | −66−1.4% | Reduced |
| Meeder Asset Management Inc | 4,762 | $336.0K | 0.02% | +1,055+28.5% | Added |
| O'Shaughnessy Asset Management, LLC | 4,753 | $336.0K | 0.01% | +1,486+45.5% | Added |
| Baker Tilly Wealth Management, LLC | 4,773 | $337.0K | 0.04% | +315+7.1% | Added |
| Dixon Hubard Feinour & Brown Inc | 4,779 | $338.0K | 0.04% | +412+9.4% | Added |
| Cary Street Partner Investment Advisory LLC | 4,814 | $340.0K | 0.03% | +4,814 | New |
| Boston Trust Walden Corp | 4,829 | $341.0K | 0.00% | −999−17.1% | Reduced |
| Signaturefd, LLC | 4,819 | $341.0K | 0.01% | +755+18.6% | Added |
| Checchi Capital Advisers, LLC | 4,366 | $341.0K | 0.03% | +732+20.1% | Added |
| Flagship Harbor Advisors, LLC | 4,869 | $344.0K | 0.04% | −2,039−29.5% | Reduced |
| Donaldson Capital Management, LLC | 4,869 | $344.0K | 0.02% | −387−7.4% | Reduced |
| Exencial Wealth Advisors, LLC | 4,883 | $345.0K | 0.02% | −11−0.2% | Reduced |
| Balentine LLC | 4,884 | $345.0K | 0.01% | +162+3.4% | Added |
| Bath Savings Trust Co | 4,890 | $346.0K | 0.05% | −12−0.2% | Reduced |
| Symmetry Partners, LLC | 4,892 | $346.0K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,936 | $349.0K | 0.01% | −349−6.6% | Reduced |
| Country Club Bank | 5,032 | $351.0K | 0.03% | −3,901−43.7% | Reduced |
| Veriti Management LLC | 4,969 | $351.0K | 0.05% | +385+8.4% | Added |
| Gifford Fong Associates | 5,000 | $353.0K | 0.08% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 4,999 | $353.0K | 0.05% | +4,999 | New |
| Washington Trust Co | 5,013 | $355.0K | 0.02% | −43−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 5,053 | $357.0K | 0.03% | −9−0.2% | Reduced |
| Excalibur Management Corp | 5,086 | $359.0K | 0.19% | −696−12.0% | Reduced |
| Foster & Motley Inc | 5,080 | $359.0K | 0.03% | −37−0.7% | Reduced |
| Enterprise Financial Services Corp | 5,075 | $359.0K | 0.07% | +410+8.8% | Added |
| HB Wealth Management, LLC | 5,115 | $361.0K | 0.01% | +380+8.0% | Added |
| Wedbush Securities Inc | 5,120 | $362.0K | 0.02% | −12−0.2% | Reduced |
| Lafayette Investments, Inc. | 5,136 | $363.0K | 0.10% | −963−15.8% | Reduced |
| Choate Investment Advisors | 5,133 | $363.0K | 0.02% | −444−8.0% | Reduced |
| Fulton Bank, N.A. | 5,168 | $365.0K | 0.02% | −439−7.8% | Reduced |
| Charter Trust Co | 5,181 | $366.0K | 0.03% | +226+4.6% | Added |
| Bull Street Advisors, LLC | 5,197 | $367.0K | 0.20% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,561 | $368.0K | 0.05% | −81−1.7% | Reduced |
| Cambridge Trust Co | 5,213 | $369.0K | 0.02% | −789−13.1% | Reduced |
| Pitcairn Co | 5,229 | $370.0K | 0.04% | −220−4.0% | Reduced |
| Dividend Assets Capital, LLC | 5,230 | $370.0K | 0.08% | −10−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,240 | $370.0K | 0.05% | +456+9.5% | Added |
| Grimes & Company, Inc. | 5,283 | $373.0K | 0.02% | +18+0.3% | Added |
| Boston Financial Mangement LLC | 5,276 | $373.0K | 0.02% | +148+2.9% | Added |
| Lindbrook Capital, LLC | 5,288 | $374.0K | 0.06% | +96+1.8% | Added |
| OPSEU Pension Plan Trust Fund | 5,435 | $377.0K | 0.10% | −9,322−63.2% | Reduced |
| TD Waterhouse Canada Inc. | 5,204 | $377.4K | 0.00% | +21+0.4% | Added |
| Freestone Capital Holdings, LLC | 5,349 | $378.0K | 0.01% | −1,531−22.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,356 | $379.0K | 0.03% | +866+19.3% | Added |
| City Holding Co | 5,371 | $380.0K | 0.07% | −290−5.1% | Reduced |
| 1st Source Bank | 5,440 | $384.0K | 0.03% | +613+12.7% | Added |
| Courier Capital LLC | 5,449 | $385.0K | 0.05% | −3,328−37.9% | Reduced |
| Cigna Investments Inc | 5,450 | $385.0K | 0.08% | −1,952−26.4% | Reduced |
| Brown Advisory Securities, LLC | 5,580 | $394.0K | 0.37% | −2,171−28.0% | Reduced |
| Lincoln National Corp | 5,576 | $394.0K | 0.01% | +351+6.7% | Added |
| Twinbeech Capital LP | 5,596 | $395.0K | 0.02% | +5,596 | New |
| Segall Bryant & Hamill, LLC | 5,638 | $397.0K | 0.00% | −6−0.1% | Reduced |
| Westport Asset Management Inc | 4,127 | $397.0K | 0.24% | 00.0% | Unchanged |
| Shayne & Co., LLC | 5,655 | $400.0K | 0.24% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 5,686 | $402.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,685 | $402.0K | 0.03% | +111+2.0% | Added |
| NorthCrest Asset Manangement, LLC | 5,721 | $404.0K | 0.02% | −547−8.7% | Reduced |
| swisspartners Ltd. | 5,593 | $408.0K | 0.39% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,779 | $408.0K | 0.02% | +316+5.8% | Added |
| Monterey Private Wealth, Inc. | 5,794 | $409.0K | 0.23% | +10.0% | Added |
| Trust Co of Virginia | 5,834 | $412.0K | 0.05% | −335−5.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,840 | $413.0K | 0.02% | +138+2.4% | Added |
| Quintet Private Bank (Europe) S.A. | 4,680 | $414.7K | 0.02% | +4,680 | New |
| Investment Advisory Services Inc | 5,871 | $415.0K | 0.24% | −481−7.6% | Reduced |
| Bryn Mawr Trust Co | 5,892 | $416.0K | 0.02% | −315−5.1% | Reduced |
| Garrison Point Advisors, LLC | 5,956 | $421.0K | 0.35% | −20−0.3% | Reduced |