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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −104,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −96,213−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −60,954−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −53,649−100.0% | Sold out |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −47,406−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −36,879−100.0% | Sold out |
| Connable Office Inc | 0 | $0 | 0.00% | −21,503−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −20,245−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −19,991−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −17,705−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −14,032−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −10,722−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −10,617−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −10,449−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −8,460−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −8,177−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,908−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −6,790−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −6,682−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,169−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −5,664−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −5,452−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,329−100.0% | Sold out |
| Main Street Research LLC | 0 | $0 | 0.00% | −4,990−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,556−100.0% | Sold out |
| Mitchell & Pahl Private Wealth, LLC | 0 | $0 | 0.00% | −4,533−100.0% | Sold out |
| Burns J W & Co Inc | 0 | $0 | 0.00% | −4,472−100.0% | Sold out |
| Roberts Capital Advisors, LLC | 0 | $0 | 0.00% | −4,374−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −3,568−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −3,453−100.0% | Sold out |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −3,330−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −3,329−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −3,178−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −3,172−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −3,076−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −2,984−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −2,963−100.0% | Sold out |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −2,969−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −2,894−100.0% | Sold out |
| Davidson Trust Co | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| Richwood Investment Advisors, LLC | 0 | $0 | 0.00% | −2,814−100.0% | Sold out |
| Northeast Investment Management | 0 | $0 | 0.00% | −2,806−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −16,467−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −2,784−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −2,754−100.0% | Sold out |
| Aevitas Wealth Management, Inc. | 0 | $0 | 0.00% | −2,720−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −2,691−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −2,640−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −2,646−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −2,639−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −2,624−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −986−100.0% | Sold out |
| Paladin Advisory Group, LLC | 0 | $0 | 0.00% | −971−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −927−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Twin Lakes Capital Management, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −11,543−100.0% | Sold out |
| Landmark Wealth Management, LLC | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| PGGM Investments | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Palladium Partners LLC | – | – | – | – | Not filed |
| People's United Financial, Inc. | – | – | – | – | Not filed |
| Bassett Hargrove Investment Counsel, LLC | – | – | – | – | Not filed |