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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 17,942 | $1.27M | 0.00% | −31−0.2% | Reduced |
| Woodstock Corp | 18,041 | $1.27M | 0.18% | −77−0.4% | Reduced |
| TBH Global Asset Management, LLC | 18,193 | $1.29M | 0.30% | +10.0% | Added |
| Canandaigua National Corp | 18,261 | $1.29M | 0.23% | +496+2.8% | Added |
| Veritable, L.P. | 18,581 | $1.31M | 0.02% | −283−1.5% | Reduced |
| BTR Capital Management Inc | 18,657 | $1.32M | 0.19% | −10,177−35.3% | Reduced |
| Holowesko Partners Ltd. | 19,000 | $1.34M | 0.73% | 00.0% | Unchanged |
| Walleye Trading LLC | 19,431 | $1.37M | 0.03% | +19,431 | New |
| Vident Investment Advisory, LLC | 19,916 | $1.41M | 0.04% | +11,219+129.0% | Added |
| E. Ohman J:or Asset Management AB | 20,100 | $1.42M | 0.06% | +2,000+11.0% | Added |
| PFS Investments Inc. | 20,410 | $1.44M | 0.03% | +2,079+11.3% | Added |
| Advisors Asset Management, Inc. | 20,511 | $1.45M | 0.03% | +20,511 | New |
| Steward Partners Investment Advisory, LLC | 20,833 | $1.47M | 0.03% | −422−2.0% | Reduced |
| Telos Capital Management, Inc. | 21,175 | $1.50M | 0.23% | −464−2.1% | Reduced |
| Corient Capital Partners, LLC | 21,257 | $1.50M | 0.11% | −27−0.1% | Reduced |
| Vestcor Inc | 21,353 | $1.51M | 0.06% | +3,506+19.6% | Added |
| YHB Investment Advisors, Inc. | 21,844 | $1.54M | 0.16% | −213−1.0% | Reduced |
| Kestra Advisory Services, LLC | 21,876 | $1.55M | 0.02% | +5,883+36.8% | Added |
| M Holdings Securities, Inc. | 22,011 | $1.56M | 0.16% | +3,766+20.6% | Added |
| Banque Cantonale Vaudoise | 22,415 | $1.58M | 0.08% | −1,700−7.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 23,350 | $1.65M | 0.40% | −763−3.2% | Reduced |
| New Mexico Educational Retirement Board | 23,508 | $1.66M | 0.08% | −1,200−4.9% | Reduced |
| Hartford Financial Management Inc. | 23,522 | $1.66M | 0.46% | −177−0.7% | Reduced |
| Engineers Gate Manager LP | 23,869 | $1.69M | 0.06% | −14,241−37.4% | Reduced |
| Liberty Capital Management, Inc. | 23,886 | $1.69M | 0.60% | +503+2.2% | Added |
| Phraction Management LLC | 24,145 | $1.71M | 1.13% | +575+2.4% | Added |
| HighTower Trust Services, LTA | 25,549 | $1.76M | 0.30% | +207+0.8% | Added |
| Pendal Group Limited | 25,073 | $1.77M | 0.02% | −14,641−36.9% | Reduced |
| Metropolitan Life Insurance Co | 25,108 | $1.77M | 0.08% | −760−2.9% | Reduced |
| JB Capital LLC | 25,599 | $1.81M | 0.19% | +39+0.2% | Added |
| Alberta Investment Management Corp | 25,935 | $1.83M | 0.01% | 00.0% | Unchanged |
| LGT Group Foundation | 25,942 | $1.83M | 0.06% | −975−3.6% | Reduced |
| Desjardins Global Asset Management Inc. | 25,989 | $1.84M | 0.24% | −2,003−7.2% | Reduced |
| Hantz Financial Services, Inc. | 26,096 | $1.84M | 0.06% | +304+1.2% | Added |
| Twin Tree Management, LP | 27,164 | $1.92M | 0.04% | +23,029+556.9% | Added |
| Silvercrest Asset Management Group LLC | 27,195 | $1.92M | 0.01% | −61−0.2% | Reduced |
| Louisiana State Employees Retirement System | 26,800 | $1.93M | 0.05% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 27,311 | $1.93M | 0.01% | +1,980+7.8% | Added |
| Moody Lynn & Lieberson, LLC | 27,874 | $1.97M | 0.18% | −192,484−87.4% | Reduced |
| Evercore Wealth Management, LLC | 28,043 | $1.98M | 0.04% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 28,169 | $1.99M | 0.09% | −163−0.6% | Reduced |
| Norinchukin Bank, The | 28,240 | $2.00M | 0.04% | −11,058−28.1% | Reduced |
| Seascape Capital Management | 28,353 | $2.00M | 1.22% | +922+3.4% | Added |
| Tower Research Capital LLC (TRC) | 28,408 | $2.01M | 0.04% | −26,507−48.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,566 | $2.02M | 0.01% | −2,558−8.2% | Reduced |
| Occudo Quantitative Strategies LP | 28,665 | $2.03M | 0.17% | +17,885+165.9% | Added |
| Huntington National Bank | 29,052 | $2.05M | 0.02% | −1,492−4.9% | Reduced |
| Crossmark Global Holdings, Inc. | 29,169 | $2.06M | 0.05% | −890−3.0% | Reduced |
| Close Asset Management Ltd | 29,426 | $2.08M | 0.10% | +752+2.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,772 | $2.10M | 0.05% | +4,367+17.2% | Added |
| Simplex Trading, LLC | 30,481 | $2.15M | 0.07% | +23,702+349.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,500 | $2.15M | 1.24% | −12,000−28.2% | Reduced |
| Shelter Mutual Insurance Co | 31,200 | $2.21M | 0.67% | 00.0% | Unchanged |
| Captrust Financial Advisors | 31,206 | $2.21M | 0.01% | +743+2.4% | Added |
| Brown Brothers Harriman & Co | 31,293 | $2.21M | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 31,307 | $2.21M | 0.11% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 31,379 | $2.22M | 0.09% | +4,292+15.8% | Added |
| Mackenzie Financial Corp | 31,405 | $2.22M | 0.00% | +3,426+12.2% | Added |
| Maryland State Retirement & Pension System | 32,336 | $2.29M | 0.07% | 00.0% | Unchanged |
| AMG National Trust Bank | 29,605 | $2.31M | 0.09% | −261−0.9% | Reduced |
| Carlson Capital L P | 32,852 | $2.32M | 0.16% | −37,000−53.0% | Reduced |
| Oregon Public Employees Retirement Fund | 32,921 | $2.33M | 0.04% | −1,040−3.1% | Reduced |
| Elo Mutual Pension Insurance Co | 33,498 | $2.37M | 0.08% | +1,762+5.6% | Added |
| Chartwell Investment Partners, LLC | 34,148 | $2.41M | 0.10% | +2,582+8.2% | Added |
| Private Advisor Group, LLC | 34,257 | $2.42M | 0.02% | +1,388+4.2% | Added |
| Securian Asset Management, Inc | 34,753 | $2.46M | 0.06% | −206−0.6% | Reduced |
| Financial Advisors Network, Inc. | 35,582 | $2.52M | 0.70% | +317+0.9% | Added |
| Natixis | 35,610 | $2.52M | 0.01% | −123,594−77.6% | Reduced |
| Lighthouse Investment Partners, LLC | 36,500 | $2.58M | 1.06% | +36,500 | New |
| Sandy Spring Bank | 36,997 | $2.61M | 0.16% | +4,730+14.7% | Added |
| William Allan, LLC | 37,072 | $2.62M | 2.33% | +50.0% | Added |
| Tufton Capital Management | 37,285 | $2.63M | 0.49% | −314−0.8% | Reduced |
| Tredje AP-fonden | 37,478 | $2.65M | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 37,602 | $2.66M | 0.02% | +1,762+4.9% | Added |
| Wesbanco Bank Inc | 37,897 | $2.68M | 0.12% | −193−0.5% | Reduced |
| Ethic Inc. | 38,207 | $2.70M | 0.19% | +8,598+29.0% | Added |
| Ingalls & Snyder LLC | 38,911 | $2.75M | 0.14% | −3,168−7.5% | Reduced |
| Shell Asset Management Co | 39,337 | $2.78M | 0.08% | +17,102+76.9% | Added |
| Cacti Asset Management LLC | 40,050 | $2.83M | 0.27% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 40,370 | $2.85M | 0.06% | +258+0.6% | Added |
| Public Sector Pension Investment Board | 40,549 | $2.87M | 0.03% | −143,858−78.0% | Reduced |
| Bank of Nova Scotia | 40,707 | $2.88M | 0.01% | −400,930−90.8% | Reduced |
| M. Kraus & Co | 40,784 | $2.88M | 1.11% | +80+0.2% | Added |
| Baird Financial Group, Inc. | 40,836 | $2.89M | 0.01% | −1,853−4.3% | Reduced |
| Mariner, LLC | 41,155 | $2.91M | 0.01% | +3,596+9.6% | Added |
| Xponance, Inc. | 41,318 | $2.92M | 0.06% | +12,884+45.3% | Added |
| Mercer Global Advisors Inc | 41,622 | $2.94M | 0.02% | +2,248+5.7% | Added |
| Erste Asset Management GmbH | 42,779 | $2.99M | 0.07% | −2,752−6.0% | Reduced |
| Farmers & Merchants Investments Inc | 42,558 | $3.01M | 0.13% | +90.0% | Added |
| Jefferies Group LLC | 43,579 | $3.08M | 0.08% | +43,579 | New |
| AlphaCrest Capital Management LLC | 43,638 | $3.08M | 0.15% | +38,068+683.4% | Added |
| Aureus Asset Management, LLC | 43,701 | $3.09M | 0.25% | +9,487+27.7% | Added |
| Cresset Asset Management, LLC | 44,780 | $3.15M | 0.04% | +2,357+5.6% | Added |
| Hartford Investment Management Co | 46,307 | $3.27M | 0.10% | +431+0.9% | Added |
| Cohen Capital Management, Inc. | 47,645 | $3.37M | 0.69% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 48,100 | $3.40M | 0.49% | 00.0% | Unchanged |
| Scotia Capital Inc. | 48,296 | $3.41M | 0.03% | +2,436+5.3% | Added |
| Gateway Investment Advisers LLC | 48,410 | $3.42M | 0.04% | +1,965+4.2% | Added |
| Swiss Life Asset Management Ltd | 48,504 | $3.43M | 0.06% | −4,862−9.1% | Reduced |
| Vontobel Holding Ltd. | 49,461 | $3.45M | 0.04% | +2,550+5.4% | Added |