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 |
|---|---|---|---|---|---|
| Argent Trust Co | 9,235 | $653.0K | 0.04% | −45−0.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 9,383 | $663.0K | 0.01% | +2,163+30.0% | Added |
| Fractal Investments LLC | 9,400 | $664.0K | 0.22% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 9,512 | $672.0K | 0.03% | +76+0.8% | Added |
| Moody National Bank Trust Division | 9,760 | $690.0K | 0.07% | −1,029−9.5% | Reduced |
| Gamco Investors, Inc. Et Al | 9,834 | $695.0K | 0.01% | −4,750−32.6% | Reduced |
| First Foundation Advisors | 9,870 | $698.0K | 0.03% | −1,916−16.3% | Reduced |
| Venture Visionary Partners LLC | 9,892 | $699.1K | 0.05% | −52−0.5% | Reduced |
| Johnson Investment Counsel Inc | 9,969 | $705.0K | 0.01% | +1,240+14.2% | Added |
| Canal Insurance CO | 10,000 | $707.0K | 0.21% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10,009 | $707.3K | 0.03% | +241+2.5% | Added |
| GWM Advisors LLC | 10,051 | $711.0K | 0.01% | +10,051 | New |
| Verdence Capital Advisors LLC | 10,078 | $712.0K | 0.09% | +1,463+17.0% | Added |
| Blair William & Co | 10,103 | $714.0K | 0.00% | −2,350−18.9% | Reduced |
| Bluestein R H & Co | 10,115 | $715.0K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 10,184 | $719.0K | 0.00% | −580,276−98.3% | Reduced |
| Ieq Capital, LLC | 10,178 | $719.0K | 0.02% | −3,360−24.8% | Reduced |
| Advisor Partners LLC | 10,206 | $721.0K | 0.05% | +508+5.2% | Added |
| Abbrea Capital, LLC | 10,361 | $732.0K | 0.12% | −137−1.3% | Reduced |
| Arden Trust Co | 10,369 | $733.0K | 0.17% | −414−3.8% | Reduced |
| Ontario Teachers Pension Plan Board | 10,424 | $737.0K | 0.01% | −900−7.9% | Reduced |
| Cypress Capital Group | 10,478 | $740.0K | 0.11% | −745−6.6% | Reduced |
| IMA Wealth, Inc. | 10,564 | $747.0K | 0.18% | +166+1.6% | Added |
| Vestmark Advisory Solutions, Inc. | 10,723 | $758.0K | 0.04% | +2,787+35.1% | Added |
| Cloverfields Capital Group, LP | 10,741 | $759.0K | 0.23% | 00.0% | Unchanged |
| Toroso Investments, LLC | 10,979 | $776.0K | 0.03% | −6,292−36.4% | Reduced |
| Fort, L.P. | 11,077 | $783.0K | 0.53% | −6,270−36.1% | Reduced |
| Principle Wealth Partners LLC | 11,140 | $787.0K | 0.09% | −271−2.4% | Reduced |
| Bollard Group LLC | 11,153 | $788.0K | 0.03% | +6+0.1% | Added |
| Old National Bancorp | 11,193 | $791.0K | 0.03% | −391−3.4% | Reduced |
| Resources Investment Advisors, LLC. | 11,204 | $792.0K | 0.03% | −444−3.8% | Reduced |
| Natixis Investment Managers International | 11,235 | $793.0K | 0.02% | −265−2.3% | Reduced |
| Private Trust Co NA | 11,244 | $795.0K | 0.12% | +11,244 | New |
| Beacon Pointe Advisors, LLC | 11,198 | $799.0K | 0.02% | −643−5.4% | Reduced |
| Van Hulzen Asset Management, LLC | 11,650 | $823.0K | 0.10% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 11,691 | $826.0K | 0.13% | +108+0.9% | Added |
| Wolverine Asset Management LLC | 12,000 | $848.0K | 0.01% | +12,000 | New |
| Perigon Wealth Management, LLC | 12,061 | $852.0K | 0.07% | +261+2.2% | Added |
| Inverness Counsel LLC | 12,301 | $869.0K | 0.05% | −274−2.2% | Reduced |
| Cetera Advisors LLC | 12,427 | $878.0K | 0.02% | −241−1.9% | Reduced |
| Neville Rodie & Shaw Inc | 12,532 | $886.0K | 0.08% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 12,530 | $886.0K | 0.02% | +1,519+13.8% | Added |
| Raymond James Trust N.A. | 12,718 | $899.0K | 0.03% | −8,497−40.1% | Reduced |
| Trust Co of Toledo NA | 12,760 | $902.0K | 0.16% | −107−0.8% | Reduced |
| Regentatlantic Capital LLC | 12,818 | $906.0K | 0.03% | −238−1.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $919.0K | 0.15% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 13,083 | $925.0K | 0.01% | +253+2.0% | Added |
| Goelzer Investment Management, Inc. | 13,092 | $925.0K | 0.09% | +9,942+315.6% | Added |
| First Hawaiian Bank | 13,193 | $932.0K | 0.03% | −1,757−11.8% | Reduced |
| CIBC World Markets Inc. | 13,271 | $938.0K | 0.00% | +1,602+13.7% | Added |
| Ironwood Investment Management LLC | 13,357 | $944.0K | 0.63% | +107+0.8% | Added |
| Selway Asset Management | 13,417 | $948.0K | 0.53% | −18−0.1% | Reduced |
| Investment Management of Virginia LLC | 13,499 | $954.0K | 0.20% | −32−0.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 13,538 | $957.0K | 0.11% | −825−5.7% | Reduced |
| Dowling & Yahnke LLC | 13,647 | $964.0K | 0.05% | −573−4.0% | Reduced |
| Everence Capital Management Inc | 13,940 | $985.0K | 0.09% | +4,680+50.5% | Added |
| Burney Co | 13,974 | $988.0K | 0.05% | −1,299−8.5% | Reduced |
| Bartlett & Co. LLC | 14,123 | $998.0K | 0.02% | −4,112−22.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 14,123 | $998.1K | 0.02% | −4,112−22.6% | Reduced |
| Inscription Capital, LLC | 14,346 | $1.01M | 0.18% | +14,346 | New |
| Bank Pictet & Cie (Asia) Ltd | 14,395 | $1.02M | 0.34% | −2,827−16.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,445 | $1.02M | 0.09% | +1,901+15.2% | Added |
| Parsons Capital Management Inc | 14,543 | $1.03M | 0.09% | −935−6.0% | Reduced |
| Systematic Alpha Investments, LLC | 14,610 | $1.03M | 0.06% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 14,742 | $1.04M | 0.01% | −58,575−79.9% | Reduced |
| Davenport & Co LLC | 14,867 | $1.05M | 0.01% | −135−0.9% | Reduced |
| NBT Bank N A | 14,947 | $1.06M | 0.16% | −1,237−7.6% | Reduced |
| Strong Tower Advisory Services | 14,988 | $1.06M | 0.57% | −68−0.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.06M | 0.26% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 15,098 | $1.07M | 0.01% | +232+1.6% | Added |
| Cerity Partners LLC | 15,300 | $1.08M | 0.01% | +9,172+149.7% | Added |
| Essex Financial Services, Inc. | 15,532 | $1.10M | 0.12% | +368+2.4% | Added |
| United Services Automobile Association | 15,559 | $1.10M | 0.03% | +15,559 | New |
| Panagora Asset Management Inc | 15,600 | $1.10M | 0.01% | −8,797−36.1% | Reduced |
| Birch Hill Investment Advisors LLC | 15,630 | $1.10M | 0.07% | −380−2.4% | Reduced |
| Colony Group LLC | 15,753 | $1.11M | 0.02% | +2,946+23.0% | Added |
| HighPoint Advisor Group LLC | 15,619 | $1.11M | 0.12% | +15,619 | New |
| Rossmore Private Capital | 15,765 | $1.11M | 0.19% | +580+3.8% | Added |
| Whittier Trust Co | 15,978 | $1.13M | 0.02% | −817−4.9% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.13M | 0.75% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 16,057 | $1.14M | 0.00% | +2,853+21.6% | Added |
| Zurich Insurance Group Ltd | 16,100 | $1.14M | 0.02% | +16,100 | New |
| AdvisorShares Investments LLC | 16,126 | $1.14M | 0.32% | −242−1.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 16,191 | $1.14M | 0.04% | −1,335−7.6% | Reduced |
| Lee Danner & Bass Inc | 16,344 | $1.16M | 0.12% | −224−1.4% | Reduced |
| JustInvest LLC | 16,346 | $1.16M | 0.05% | +4,035+32.8% | Added |
| CTC Capital Management, LLC | 16,400 | $1.16M | 1.26% | +16,400 | New |
| Savant Capital, LLC | 16,766 | $1.19M | 0.04% | +1,065+6.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,897 | $1.19M | 0.03% | −2,006−10.6% | Reduced |
| Monarch Capital Management Inc | 17,136 | $1.21M | 0.36% | +445+2.7% | Added |
| Synovus Financial Corp | 17,338 | $1.23M | 0.01% | +1,174+7.3% | Added |
| Allstate Corp | 17,359 | $1.23M | 0.04% | +7,675+79.3% | Added |
| Gabelli Funds LLC | 17,500 | $1.24M | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 17,576 | $1.24M | 0.02% | −60−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 17,749 | $1.25M | 0.05% | +519+3.0% | Added |
| TrimTabs Asset Management, LLC | 17,788 | $1.26M | 0.77% | −726−3.9% | Reduced |
| Tiaa, FSB | 17,844 | $1.26M | 0.00% | −654−3.5% | Reduced |
| Trust Co of Vermont | 17,862 | $1.26M | 0.10% | −236−1.3% | Reduced |
| Bokf, NA | 17,890 | $1.26M | 0.02% | −1,776−9.0% | Reduced |
| Triangle Securities Wealth Management | 17,904 | $1.26M | 0.49% | −204−1.1% | Reduced |