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 |
|---|---|---|---|---|---|
| Meridian Management Co | 6,002 | $424.0K | 0.16% | 00.0% | Unchanged |
| Forte Capital LLC | 6,021 | $426.0K | 0.07% | −151−2.4% | Reduced |
| SG Americas Securities, LLC | 6,058 | $428.0K | 0.01% | −4,451−42.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 6,064 | $429.0K | 0.11% | +268+4.6% | Added |
| Prudential PLC | 6,135 | $434.0K | 0.01% | −33,246−84.4% | Reduced |
| Security National Bank of Sioux City Iowa | 6,160 | $435.0K | 0.37% | +10+0.2% | Added |
| Sovereign Financial Group, Inc. | 6,166 | $436.0K | 0.17% | +82+1.3% | Added |
| Means Investment Co., Inc. | 6,185 | $437.0K | 0.09% | +10.0% | Added |
| National Asset Management, Inc. | 6,172 | $438.0K | 0.02% | −1,286−17.2% | Reduced |
| Wendell David Associates Inc | 6,227 | $440.0K | 0.06% | −1,352−17.8% | Reduced |
| Holderness Investments Co | 6,223 | $440.0K | 0.18% | −287−4.4% | Reduced |
| Mutual Advisors, LLC | 6,233 | $440.0K | 0.03% | +95+1.5% | Added |
| Integrated Wealth Concepts LLC | 6,239 | $441.0K | 0.01% | −365−5.5% | Reduced |
| American Portfolios Advisors | 6,254 | $442.0K | 0.02% | −146−2.3% | Reduced |
| Sigma Planning Corp | 6,315 | $446.0K | 0.02% | −422−6.3% | Reduced |
| Metis Global Partners, LLC | 6,358 | $449.0K | 0.07% | −236−3.6% | Reduced |
| Moors & Cabot, Inc. | 6,351 | $449.0K | 0.03% | −223−3.4% | Reduced |
| Western Wealth Management, LLC | 6,412 | $449.0K | 0.03% | +10.0% | Added |
| Ahl Investment Management, Inc. | 6,374 | $450.0K | 0.45% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 6,378 | $451.0K | 0.02% | +403+6.7% | Added |
| Patten & Patten Inc | 6,391 | $452.0K | 0.04% | −200−3.0% | Reduced |
| Optas, LLC | 6,396 | $452.0K | 0.18% | +87+1.4% | Added |
| Greenleaf Trust | 6,397 | $452.0K | 0.01% | +1,232+23.9% | Added |
| Journey Advisory Group, LLC | 5,792 | $453.0K | 0.10% | −485−7.7% | Reduced |
| Horizon Investments, LLC | 6,456 | $456.0K | 0.01% | −5,524−46.1% | Reduced |
| Caldwell Trust Co | 6,478 | $457.8K | 0.06% | −612−8.6% | Reduced |
| Montag A & Associates Inc | 6,489 | $459.0K | 0.03% | −1,375−17.5% | Reduced |
| Kraematon Investment Advisors, Inc | 6,512 | $460.0K | 0.53% | −483−6.9% | Reduced |
| Cetera Investment Advisers | 6,519 | $461.0K | 0.01% | +256+4.1% | Added |
| Schechter Investment Advisors, LLC | 6,615 | $467.0K | 0.05% | +149+2.3% | Added |
| Graypoint LLC | 6,653 | $470.0K | 0.06% | −836−11.2% | Reduced |
| Tower Bridge Advisors | 6,711 | $474.3K | 0.04% | −550−7.6% | Reduced |
| Stratos Wealth Partners, LTD. | 6,727 | $475.0K | 0.01% | −281−4.0% | Reduced |
| Headinvest, LLC | 6,739 | $476.0K | 0.11% | −98−1.4% | Reduced |
| Aull & Monroe Investment Management Corp | 6,801 | $481.0K | 0.24% | −75−1.1% | Reduced |
| Change Path, LLC | 6,827 | $482.0K | 0.03% | +1,244+22.3% | Added |
| Allred Capital Management, LLC | 6,939 | $490.0K | 0.31% | −57−0.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 7,038 | $491.0K | 0.02% | −378−5.1% | Reduced |
| Salem Investment Counselors Inc | 6,963 | $492.0K | 0.02% | −816−10.5% | Reduced |
| Westhampton Capital, LLC | 6,962 | $492.0K | 0.35% | +120+1.8% | Added |
| Valley Brook Capital Group | 6,977 | $493.0K | 0.51% | −129−1.8% | Reduced |
| River Wealth Advisors LLC | 6,993 | $494.0K | 0.09% | −34−0.5% | Reduced |
| Bennicas & Associates, Inc. | 6,208 | $494.0K | 0.29% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 7,000 | $495.0K | 0.02% | −272−3.7% | Reduced |
| Everett Harris & Co | 7,010 | $495.0K | 0.01% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 7,014 | $495.0K | 0.14% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 7,014 | $496.0K | 0.37% | +7,014 | New |
| PEAK6 Investments LLC | 7,049 | $498.0K | 0.01% | +2,375+50.8% | Added |
| Baldwin Investment Management, LLC | 7,058 | $499.0K | 0.17% | +30+0.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,082 | $500.0K | 0.03% | +710+11.1% | Added |
| Atria Wealth Solutions, Inc. | 7,102 | $502.0K | 0.01% | +3,988+128.1% | Added |
| Ar Asset Management Inc | 7,200 | $509.0K | 0.14% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 7,295 | $515.0K | 0.02% | +2,510+52.5% | Added |
| Chicago Capital, LLC | 7,318 | $517.0K | 0.03% | +375+5.4% | Added |
| Amica Retiree Medical Trust | 7,358 | $520.0K | 0.59% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 7,413 | $524.0K | 0.04% | −636−7.9% | Reduced |
| Curated Wealth Partners LLC | 7,493 | $529.0K | 0.16% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 7,628 | $539.0K | 0.44% | −410−5.1% | Reduced |
| Pinnacle Associates Ltd | 7,712 | $545.0K | 0.01% | −75−1.0% | Reduced |
| Pathstone Family Office, LLC | 7,742 | $547.3K | 0.01% | +3,895+101.2% | Added |
| FDx Advisors, Inc. | 7,751 | $548.0K | 0.02% | +456+6.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,781 | $550.0K | 0.07% | −246−3.1% | Reduced |
| Werlinich Asset Management, LLC | 7,825 | $553.0K | 0.52% | +1,000+14.7% | Added |
| GM Advisory Group, Inc. | 7,844 | $554.0K | 0.09% | −11,000−58.4% | Reduced |
| Busey Wealth Management | 7,839 | $554.0K | 0.03% | −678−8.0% | Reduced |
| Security National Bank of So Dak | 7,925 | $560.0K | 0.46% | −105−1.3% | Reduced |
| Merit Financial Group, LLC | 7,922 | $560.0K | 0.02% | +76+1.0% | Added |
| Parallel Advisors, LLC | 7,925 | $560.0K | 0.03% | +782+10.9% | Added |
| Atlantic Union Bankshares Corp | 8,060 | $570.0K | 0.06% | −134−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 8,096 | $572.0K | 0.02% | −1,385−14.6% | Reduced |
| CWM, LLC | 8,099 | $572.0K | 0.00% | +947+13.2% | Added |
| TRUE Private Wealth Advisors | 8,109 | $573.0K | 0.08% | −14−0.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,208 | $580.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,206 | $580.0K | 0.01% | +1,619+24.6% | Added |
| Waters Parkerson & Co., LLC | 8,280 | $585.0K | 0.04% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 8,279 | $585.0K | 0.06% | +8,279 | New |
| Central Trust Co | 8,297 | $586.0K | 0.02% | −83−1.0% | Reduced |
| Umb Bank N A | 8,326 | $588.0K | 0.01% | −90−1.1% | Reduced |
| Reynolds Investment Management, Inc. | 8,336 | $589.0K | 0.21% | −198−2.3% | Reduced |
| Empirical Finance, LLC | 8,382 | $592.0K | 0.08% | +464+5.9% | Added |
| Simmons Bank | 8,375 | $593.0K | 0.05% | −989−10.6% | Reduced |
| Bessemer Group Inc | 8,498 | $601.0K | 0.00% | +169+2.0% | Added |
| Stephens Inc | 8,566 | $605.0K | 0.01% | +28+0.3% | Added |
| AE Wealth Management LLC | 8,591 | $607.0K | 0.00% | −206−2.3% | Reduced |
| Snowden Capital Advisors LLC | 8,665 | $612.0K | 0.03% | +8+0.1% | Added |
| Home Federal Bank of Tennessee | 8,670 | $613.0K | 0.24% | +425+5.2% | Added |
| Keeley-Teton Advisors, LLC | 8,719 | $616.0K | 0.08% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 8,780 | $620.0K | 0.02% | −1,675−16.0% | Reduced |
| Boston Private Wealth LLC | 8,790 | $621.0K | 0.01% | −727−7.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,806 | $622.0K | 0.20% | +106+1.2% | Added |
| Field & Main Bank | 8,814 | $623.0K | 0.40% | +443+5.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,859 | $626.0K | 0.03% | +479+5.7% | Added |
| Guinness Atkinson Asset Management Inc | 8,873 | $627.0K | 0.37% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 8,920 | $630.0K | 0.66% | +6,024+208.0% | Added |
| Perkins Coie Trust Co | 8,928 | $631.0K | 0.23% | −210−2.3% | Reduced |
| Philadelphia Trust Co | 8,949 | $632.0K | 0.06% | −1,675−15.8% | Reduced |
| Curbstone Financial Management Corp | 8,968 | $634.0K | 0.15% | +842+10.4% | Added |
| Avantax Advisory Services, Inc. | 9,115 | $644.0K | 0.01% | +163+1.8% | Added |
| Glenview Trust Co | 9,117 | $645.0K | 0.02% | −171−1.8% | Reduced |
| Bridges Investment Management Inc | 9,140 | $646.0K | 0.02% | −24−0.3% | Reduced |