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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 42,558 | $3.01M | 0.13% | +90.0% | Added |
| Erste Asset Management GmbH | 42,779 | $2.99M | 0.07% | −2,752−6.0% | Reduced |
| Mercer Global Advisors Inc | 41,622 | $2.94M | 0.02% | +2,248+5.7% | Added |
| Xponance, Inc. | 41,318 | $2.92M | 0.06% | +12,884+45.3% | Added |
| Mariner, LLC | 41,155 | $2.91M | 0.01% | +3,596+9.6% | Added |
| Baird Financial Group, Inc. | 40,836 | $2.89M | 0.01% | −1,853−4.3% | Reduced |
| M. Kraus & Co | 40,784 | $2.88M | 1.11% | +80+0.2% | Added |
| Bank of Nova Scotia | 40,707 | $2.88M | 0.01% | −400,930−90.8% | Reduced |
| Public Sector Pension Investment Board | 40,549 | $2.87M | 0.03% | −143,858−78.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 40,370 | $2.85M | 0.06% | +258+0.6% | Added |
| Cacti Asset Management LLC | 40,050 | $2.83M | 0.27% | 00.0% | Unchanged |
| Shell Asset Management Co | 39,337 | $2.78M | 0.08% | +17,102+76.9% | Added |
| Ingalls & Snyder LLC | 38,911 | $2.75M | 0.14% | −3,168−7.5% | Reduced |
| Ethic Inc. | 38,207 | $2.70M | 0.19% | +8,598+29.0% | Added |
| Wesbanco Bank Inc | 37,897 | $2.68M | 0.12% | −193−0.5% | Reduced |
| MML Investors Services, LLC | 37,602 | $2.66M | 0.02% | +1,762+4.9% | Added |
| Tredje AP-fonden | 37,478 | $2.65M | 0.07% | 00.0% | Unchanged |
| Tufton Capital Management | 37,285 | $2.63M | 0.49% | −314−0.8% | Reduced |
| William Allan, LLC | 37,072 | $2.62M | 2.33% | +50.0% | Added |
| Sandy Spring Bank | 36,997 | $2.61M | 0.16% | +4,730+14.7% | Added |
| Lighthouse Investment Partners, LLC | 36,500 | $2.58M | 1.06% | +36,500 | New |
| Natixis | 35,610 | $2.52M | 0.01% | −123,594−77.6% | Reduced |
| Financial Advisors Network, Inc. | 35,582 | $2.52M | 0.70% | +317+0.9% | Added |
| Securian Asset Management, Inc | 34,753 | $2.46M | 0.06% | −206−0.6% | Reduced |
| Private Advisor Group, LLC | 34,257 | $2.42M | 0.02% | +1,388+4.2% | Added |
| Chartwell Investment Partners, LLC | 34,148 | $2.41M | 0.10% | +2,582+8.2% | Added |
| Elo Mutual Pension Insurance Co | 33,498 | $2.37M | 0.08% | +1,762+5.6% | Added |
| Oregon Public Employees Retirement Fund | 32,921 | $2.33M | 0.04% | −1,040−3.1% | Reduced |
| Carlson Capital L P | 32,852 | $2.32M | 0.16% | −37,000−53.0% | Reduced |
| AMG National Trust Bank | 29,605 | $2.31M | 0.09% | −261−0.9% | Reduced |
| Maryland State Retirement & Pension System | 32,336 | $2.29M | 0.07% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 31,405 | $2.22M | 0.00% | +3,426+12.2% | Added |
| Kentucky Retirement Systems | 31,379 | $2.22M | 0.09% | +4,292+15.8% | Added |
| Cohen Klingenstein LLC | 31,307 | $2.21M | 0.11% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 31,293 | $2.21M | 0.02% | 00.0% | Unchanged |
| 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 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,500 | $2.15M | 1.24% | −12,000−28.2% | Reduced |
| Simplex Trading, LLC | 30,481 | $2.15M | 0.07% | +23,702+349.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,772 | $2.10M | 0.05% | +4,367+17.2% | Added |
| Close Asset Management Ltd | 29,426 | $2.08M | 0.10% | +752+2.6% | Added |
| Crossmark Global Holdings, Inc. | 29,169 | $2.06M | 0.05% | −890−3.0% | Reduced |
| Huntington National Bank | 29,052 | $2.05M | 0.02% | −1,492−4.9% | Reduced |
| Occudo Quantitative Strategies LP | 28,665 | $2.03M | 0.17% | +17,885+165.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,566 | $2.02M | 0.01% | −2,558−8.2% | Reduced |
| Tower Research Capital LLC (TRC) | 28,408 | $2.01M | 0.04% | −26,507−48.3% | Reduced |
| Seascape Capital Management | 28,353 | $2.00M | 1.22% | +922+3.4% | Added |
| Norinchukin Bank, The | 28,240 | $2.00M | 0.04% | −11,058−28.1% | Reduced |
| Heritage Investors Management Corp | 28,169 | $1.99M | 0.09% | −163−0.6% | Reduced |
| Evercore Wealth Management, LLC | 28,043 | $1.98M | 0.04% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 27,874 | $1.97M | 0.18% | −192,484−87.4% | Reduced |
| Daiwa Securities Group Inc. | 27,311 | $1.93M | 0.01% | +1,980+7.8% | Added |
| Louisiana State Employees Retirement System | 26,800 | $1.93M | 0.05% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 27,195 | $1.92M | 0.01% | −61−0.2% | Reduced |
| Twin Tree Management, LP | 27,164 | $1.92M | 0.04% | +23,029+556.9% | Added |
| Hantz Financial Services, Inc. | 26,096 | $1.84M | 0.06% | +304+1.2% | Added |
| Desjardins Global Asset Management Inc. | 25,989 | $1.84M | 0.24% | −2,003−7.2% | Reduced |
| LGT Group Foundation | 25,942 | $1.83M | 0.06% | −975−3.6% | Reduced |
| Alberta Investment Management Corp | 25,935 | $1.83M | 0.01% | 00.0% | Unchanged |
| JB Capital LLC | 25,599 | $1.81M | 0.19% | +39+0.2% | Added |
| Metropolitan Life Insurance Co | 25,108 | $1.77M | 0.08% | −760−2.9% | Reduced |
| Pendal Group Limited | 25,073 | $1.77M | 0.02% | −14,641−36.9% | Reduced |
| HighTower Trust Services, LTA | 25,549 | $1.76M | 0.30% | +207+0.8% | Added |
| Phraction Management LLC | 24,145 | $1.71M | 1.13% | +575+2.4% | Added |
| Liberty Capital Management, Inc. | 23,886 | $1.69M | 0.60% | +503+2.2% | Added |
| Engineers Gate Manager LP | 23,869 | $1.69M | 0.06% | −14,241−37.4% | Reduced |
| Hartford Financial Management Inc. | 23,522 | $1.66M | 0.46% | −177−0.7% | Reduced |
| New Mexico Educational Retirement Board | 23,508 | $1.66M | 0.08% | −1,200−4.9% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 23,350 | $1.65M | 0.40% | −763−3.2% | Reduced |
| Banque Cantonale Vaudoise | 22,415 | $1.58M | 0.08% | −1,700−7.0% | Reduced |
| M Holdings Securities, Inc. | 22,011 | $1.56M | 0.16% | +3,766+20.6% | Added |
| Kestra Advisory Services, LLC | 21,876 | $1.55M | 0.02% | +5,883+36.8% | Added |
| YHB Investment Advisors, Inc. | 21,844 | $1.54M | 0.16% | −213−1.0% | Reduced |
| Vestcor Inc | 21,353 | $1.51M | 0.06% | +3,506+19.6% | Added |
| Corient Capital Partners, LLC | 21,257 | $1.50M | 0.11% | −27−0.1% | Reduced |
| Telos Capital Management, Inc. | 21,175 | $1.50M | 0.23% | −464−2.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,833 | $1.47M | 0.03% | −422−2.0% | Reduced |
| Advisors Asset Management, Inc. | 20,511 | $1.45M | 0.03% | +20,511 | New |
| PFS Investments Inc. | 20,410 | $1.44M | 0.03% | +2,079+11.3% | Added |
| E. Ohman J:or Asset Management AB | 20,100 | $1.42M | 0.06% | +2,000+11.0% | Added |
| Vident Investment Advisory, LLC | 19,916 | $1.41M | 0.04% | +11,219+129.0% | Added |
| Walleye Trading LLC | 19,431 | $1.37M | 0.03% | +19,431 | New |
| Holowesko Partners Ltd. | 19,000 | $1.34M | 0.73% | 00.0% | Unchanged |
| BTR Capital Management Inc | 18,657 | $1.32M | 0.19% | −10,177−35.3% | Reduced |
| Veritable, L.P. | 18,581 | $1.31M | 0.02% | −283−1.5% | Reduced |
| Canandaigua National Corp | 18,261 | $1.29M | 0.23% | +496+2.8% | Added |
| TBH Global Asset Management, LLC | 18,193 | $1.29M | 0.30% | +10.0% | Added |
| Woodstock Corp | 18,041 | $1.27M | 0.18% | −77−0.4% | Reduced |
| Thrivent Financial for Lutherans | 17,942 | $1.27M | 0.00% | −31−0.2% | Reduced |
| Triangle Securities Wealth Management | 17,904 | $1.26M | 0.49% | −204−1.1% | Reduced |
| Bokf, NA | 17,890 | $1.26M | 0.02% | −1,776−9.0% | Reduced |
| Trust Co of Vermont | 17,862 | $1.26M | 0.10% | −236−1.3% | Reduced |
| Tiaa, FSB | 17,844 | $1.26M | 0.00% | −654−3.5% | Reduced |
| TrimTabs Asset Management, LLC | 17,788 | $1.26M | 0.77% | −726−3.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 17,749 | $1.25M | 0.05% | +519+3.0% | Added |
| Cetera Advisor Networks LLC | 17,576 | $1.24M | 0.02% | −60−0.3% | Reduced |
| Gabelli Funds LLC | 17,500 | $1.24M | 0.01% | 00.0% | Unchanged |
| 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 |
| Monarch Capital Management Inc | 17,136 | $1.21M | 0.36% | +445+2.7% | Added |