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 |
|---|---|---|---|---|---|
| Covestor Ltd | 259 | $18.0K | 0.01% | +4+1.6% | Added |
| JNBA Financial Advisors | 253 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 250 | $18.0K | 0.00% | +250 | New |
| CNB Bank | 237 | $17.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 234 | $17.0K | 0.00% | +234 | New |
| West Bancorporation Inc | 230 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $16.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 216 | $15.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 205 | $15.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 215 | $15.0K | 0.01% | +1+0.5% | Added |
| Riggs Asset Managment Co. Inc. | 199 | $14.0K | 0.01% | −32−13.9% | Reduced |
| Earnest Partners LLC | 196 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 189 | $14.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 191 | $14.0K | 0.00% | +30+18.6% | Added |
| Sound Income Strategies, LLC | 194 | $14.0K | 0.00% | +49+33.8% | Added |
| Better Money Decisions, LLC | 200 | $14.0K | 0.01% | +200 | New |
| Sittner & Nelson, LLC | 184 | $13.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 180 | $12.7K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $12.0K | 0.01% | −175−50.0% | Reduced |
| MCF Advisors LLC | 171 | $12.0K | 0.00% | −75−30.5% | Reduced |
| HHM Wealth Advisors, LLC | 167 | $12.0K | 0.00% | −60−26.4% | Reduced |
| Westside Investment Management, Inc. | 175 | $12.0K | 0.00% | −21−10.7% | Reduced |
| Tortoise Investment Management, LLC | 175 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 172 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 151 | $11.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 154 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 160 | $11.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 148 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 142 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 121 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 117 | $8.00K | 0.00% | −73−38.4% | Reduced |
| Strategic Asset Management, LLC | 111 | $8.00K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 108 | $8.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 107 | $8.00K | 0.00% | +5+4.9% | Added |
| Rise Advisors, LLC | 108 | $8.00K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 97 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 114 | $8.00K | 0.00% | +100+714.3% | Added |
| Curi Capital | 97 | $7.00K | 0.00% | −192−66.4% | Reduced |
| First Personal Financial Services | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 98 | $7.00K | 0.00% | +98 | New |
| Jones Financial Companies LLLP | 91 | $6.00K | 0.00% | −203−69.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 86 | $6.00K | 0.00% | +44+104.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 68 | $5.00K | 0.00% | +1+1.5% | Added |
| GPS Wealth Strategies Group, LLC | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 74 | $5.00K | 0.00% | +50+208.3% | Added |
| WFA of San Diego, LLC | 75 | $5.00K | 0.00% | +75 | New |
| Exchange Traded Concepts, LLC | 56 | $4.00K | 0.00% | −35−38.5% | Reduced |
| Ci Investments Inc. | 52 | $4.00K | 0.00% | −1−1.9% | Reduced |
| Independence Bank of Kentucky | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 50 | $4.00K | 0.01% | +50 | New |
| WR Wealth Planners, LLC | 50 | $3.53K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 47 | $3.00K | 0.00% | −139−74.7% | Reduced |
| Larson Financial Group LLC | 39 | $3.00K | 0.00% | −50−56.2% | Reduced |
| Valley National Advisers Inc | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 44 | $3.00K | 0.00% | +23+109.5% | Added |
| Global Financial Private Client, LLC | 37 | $2.66K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 35 | $2.00K | 0.00% | +16+84.2% | Added |
| PFS Partners, LLC | 25 | $1.80K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 15 | $1.00K | 0.00% | −2−11.8% | Reduced |
| Syverson Strege & Co | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Oliver Lagore Vanvalin Investment Group | 8 | $1.00K | 0.00% | +8 | New |
| West Paces Advisors Inc. | 14 | $989 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 3 | $212 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1 | $0 | 0.00% | −1,931−99.9% | Reduced |
| Benjamin Edwards Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 6 | $0 | 0.00% | +6 | New |
| Retirement Group, LLC | 36 | – | – | +18+100.0% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −3,538,164−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −519,583−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −354,324−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −278,289−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −259,617−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −230,884−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −198,816−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −160,716−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −127,500−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −124,983−100.0% | Sold out |