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 |
|---|---|---|---|---|---|
| Community Bank, N.A. | 1,000 | $70.0K | 0.01% | −260−20.6% | Reduced |
| Crewe Advisors LLC | 959 | $68.0K | 0.02% | −124−11.4% | Reduced |
| Horan Securities, Inc. | 966 | $67.0K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 960 | $67.0K | 0.02% | +3+0.3% | Added |
| Tilia Fiduciary Partners, Inc. | 955 | $66.0K | 0.06% | −111−10.4% | Reduced |
| Wilen Investment Management Corp. | 946 | $66.0K | 0.06% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 905 | $64.0K | 0.00% | +6+0.7% | Added |
| Aua Capital Management, LLC | 900 | $64.0K | 0.04% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 900 | $64.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 882 | $62.3K | 0.04% | +875+12,500.0% | Added |
| PrairieView Partners, LLC | 872 | $62.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 873 | $62.0K | 0.01% | +45+5.4% | Added |
| Clear Street Markets LLC | 884 | $62.0K | 0.02% | +709+405.1% | Added |
| Investors Asset Management of Georgia Inc | 853 | $60.0K | 0.03% | +853 | New |
| Acima Private Wealth, LLC | 834 | $58.9K | 0.03% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 833 | $58.9K | 0.03% | +833 | New |
| Stonebridge Capital Advisors LLC | 827 | $58.0K | 0.01% | −27−3.2% | Reduced |
| American Research & Management Co. | 825 | $58.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $58.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 826 | $58.0K | 0.00% | +826 | New |
| First Community Trust NA | 806 | $57.0K | 0.07% | −92−10.2% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 800 | $57.0K | 0.00% | 00.0% | Unchanged |
| Oakmont Corp | 769 | $54.0K | 0.01% | −61−7.3% | Reduced |
| M&R Capital Management Inc | 759 | $53.0K | 0.01% | −180−19.2% | Reduced |
| Carolinas Wealth Consulting LLC | 3,976 | $53.0K | 0.01% | +3,278+469.6% | Added |
| Bellevue Asset Management, LLC | 716 | $51.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 701 | $50.0K | 0.01% | +26+3.9% | Added |
| Pacer Advisors, Inc. | 673 | $48.0K | 0.00% | −25,064−97.4% | Reduced |
| Hoertkorn Richard Charles | 682 | $48.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 690 | $48.0K | 0.04% | +388+128.5% | Added |
| Sageworth Trust Co of South Dakota | 657 | $46.0K | 0.09% | 00.0% | Unchanged |
| Capital Analysts, LLC | 658 | $46.0K | 0.00% | +27+4.3% | Added |
| Howe & Rusling Inc | 639 | $45.0K | 0.01% | +21+3.4% | Added |
| Beacon Capital Management, LLC | 598 | $45.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 619 | $44.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 602 | $43.0K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 601 | $42.0K | 0.02% | −21−3.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 594 | $42.0K | 0.02% | +3+0.5% | Added |
| Sugarloaf Wealth Management, LLC | 591 | $42.0K | 0.01% | +1+0.2% | Added |
| AdvisorNet Financial, Inc | 579 | $41.0K | 0.00% | −167−22.4% | Reduced |
| TCI Wealth Advisors, Inc. | 579 | $41.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 572 | $40.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 559 | $40.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 562 | $39.0K | 0.01% | +31+5.8% | Added |
| BerganKDV Wealth Management, LLC | 556 | $39.0K | 0.00% | +228+69.5% | Added |
| Rockbridge Investment Management, LCC | 537 | $38.0K | 0.01% | −3,939−88.0% | Reduced |
| Hexagon Capital Partners LLC | 520 | $37.0K | 0.01% | +20+4.0% | Added |
| Missouri Trust & Investment Co | 503 | $36.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 493 | $35.0K | 0.00% | −84−14.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 500 | $35.0K | 0.00% | +500 | New |
| Trustcore Financial Services, LLC | 479 | $34.0K | 0.00% | +1+0.2% | Added |
| Norwood Financial Corp | 470 | $34.0K | 0.06% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 476 | $34.0K | 0.01% | +419+735.1% | Added |
| Castle Wealth Management LLC | 452 | $32.0K | 0.02% | +452 | New |
| CVA Family Office, LLC | 432 | $31.0K | 0.01% | −33−7.1% | Reduced |
| Tompkins Financial Corp | 452 | $31.0K | 0.00% | −2−0.4% | Reduced |
| Bell Investment Advisors, Inc | 427 | $30.0K | 0.01% | +427 | New |
| Edmond de Rothschild Holding S.A. | 400 | $29.0K | 0.00% | −1,940−82.9% | Reduced |
| KB Financial Partners, LLC | 417 | $29.0K | 0.01% | −11−2.6% | Reduced |
| SRS Capital Advisors, Inc. | 414 | $29.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 408 | $29.0K | 0.01% | −5−1.2% | Reduced |
| CKW Financial Group | 400 | $29.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 393 | $28.0K | 0.03% | −46−10.5% | Reduced |
| Harvest Fund Management Co., Ltd | 393 | $28.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 387 | $27.0K | 0.01% | −344−47.1% | Reduced |
| Fieldpoint Private Securities, LLC | 383 | $27.0K | 0.01% | −219−36.4% | Reduced |
| Sargent Bickham Lagudis LLC | 387 | $27.0K | 0.00% | −50−11.4% | Reduced |
| HC Financial Advisors Inc | 385 | $27.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 379 | $27.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 383 | $27.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 375 | $27.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 373 | $26.0K | 0.02% | −52−12.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 362 | $26.0K | 0.00% | −56−13.4% | Reduced |
| Gradient Investments LLC | 365 | $26.0K | 0.00% | −40−9.9% | Reduced |
| Motco | 366 | $26.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 366 | $26.0K | 0.02% | +366 | New |
| Compagnie Lombard Odier SCmA | 350 | $25.0K | 0.00% | −242−40.9% | Reduced |
| Bray Capital Advisors | 350 | $25.0K | 0.01% | −112−24.2% | Reduced |
| LFA - Lugano Financial Advisors SA | 360 | $25.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 339 | $24.0K | 0.00% | −4,508−93.0% | Reduced |
| Prestige Wealth Management Group LLC | 347 | $24.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 342 | $24.0K | 0.00% | +88+34.6% | Added |
| Laffer Tengler Investments | 335 | $23.7K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 325 | $23.0K | 0.02% | 00.0% | Unchanged |
| First National Bank of South Miami | 330 | $23.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 331 | $23.0K | 0.00% | +307+1,279.2% | Added |
| Sierra Capital LLC | 307 | $22.0K | 0.00% | −12−3.8% | Reduced |
| Clean Yield Group | 312 | $22.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 310 | $22.0K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 316 | $22.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 316 | $22.0K | 0.01% | +137+76.5% | Added |
| Archer Investment Corp | 311 | $22.0K | 0.01% | −22−6.6% | Reduced |
| West Branch Capital LLC | 294 | $21.0K | 0.01% | −52−15.0% | Reduced |
| Old Second National Bank of Aurora | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 302 | $21.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 295 | $20.8K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 262 | $19.0K | 0.02% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 271 | $19.0K | 0.01% | +271 | New |
| Kelly Financial Services LLC | 261 | $18.4K | 0.01% | +1+0.4% | Added |
| Baldwin Brothers Inc | 250 | $18.0K | 0.00% | −80−24.2% | Reduced |