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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 16,897 | $1.19M | 0.03% | −2,006−10.6% | Reduced |
| Savant Capital, LLC | 16,766 | $1.19M | 0.04% | +1,065+6.8% | Added |
| CTC Capital Management, LLC | 16,400 | $1.16M | 1.26% | +16,400 | New |
| Lee Danner & Bass Inc | 16,344 | $1.16M | 0.12% | −224−1.4% | Reduced |
| JustInvest LLC | 16,346 | $1.16M | 0.05% | +4,035+32.8% | Added |
| Ferguson Wellman Capital Management, Inc | 16,191 | $1.14M | 0.04% | −1,335−7.6% | Reduced |
| AdvisorShares Investments LLC | 16,126 | $1.14M | 0.32% | −242−1.5% | Reduced |
| Zurich Insurance Group Ltd | 16,100 | $1.14M | 0.02% | +16,100 | New |
| Northwestern Mutual Wealth Management Co | 16,057 | $1.14M | 0.00% | +2,853+21.6% | Added |
| Shelter Ins Retirement Plan | 16,000 | $1.13M | 0.75% | 00.0% | Unchanged |
| Whittier Trust Co | 15,978 | $1.13M | 0.02% | −817−4.9% | Reduced |
| Rossmore Private Capital | 15,765 | $1.11M | 0.19% | +580+3.8% | Added |
| Colony Group LLC | 15,753 | $1.11M | 0.02% | +2,946+23.0% | Added |
| HighPoint Advisor Group LLC | 15,619 | $1.11M | 0.12% | +15,619 | New |
| Birch Hill Investment Advisors LLC | 15,630 | $1.10M | 0.07% | −380−2.4% | Reduced |
| Panagora Asset Management Inc | 15,600 | $1.10M | 0.01% | −8,797−36.1% | Reduced |
| United Services Automobile Association | 15,559 | $1.10M | 0.03% | +15,559 | New |
| Essex Financial Services, Inc. | 15,532 | $1.10M | 0.12% | +368+2.4% | Added |
| Cerity Partners LLC | 15,300 | $1.08M | 0.01% | +9,172+149.7% | Added |
| Wealthfront Advisers LLC | 15,098 | $1.07M | 0.01% | +232+1.6% | Added |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.06M | 0.26% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 14,988 | $1.06M | 0.57% | −68−0.5% | Reduced |
| NBT Bank N A | 14,947 | $1.06M | 0.16% | −1,237−7.6% | Reduced |
| Davenport & Co LLC | 14,867 | $1.05M | 0.01% | −135−0.9% | Reduced |
| Guggenheim Capital LLC | 14,742 | $1.04M | 0.01% | −58,575−79.9% | Reduced |
| Systematic Alpha Investments, LLC | 14,610 | $1.03M | 0.06% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 14,543 | $1.03M | 0.09% | −935−6.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,445 | $1.02M | 0.09% | +1,901+15.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 14,395 | $1.02M | 0.34% | −2,827−16.4% | Reduced |
| Inscription Capital, LLC | 14,346 | $1.01M | 0.18% | +14,346 | New |
| Bartlett & Co. Wealth Management LLC | 14,123 | $998.1K | 0.02% | −4,112−22.6% | Reduced |
| Bartlett & Co. LLC | 14,123 | $998.0K | 0.02% | −4,112−22.6% | Reduced |
| Burney Co | 13,974 | $988.0K | 0.05% | −1,299−8.5% | Reduced |
| Everence Capital Management Inc | 13,940 | $985.0K | 0.09% | +4,680+50.5% | Added |
| Dowling & Yahnke LLC | 13,647 | $964.0K | 0.05% | −573−4.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 13,538 | $957.0K | 0.11% | −825−5.7% | Reduced |
| Investment Management of Virginia LLC | 13,499 | $954.0K | 0.20% | −32−0.2% | Reduced |
| Selway Asset Management | 13,417 | $948.0K | 0.53% | −18−0.1% | Reduced |
| Ironwood Investment Management LLC | 13,357 | $944.0K | 0.63% | +107+0.8% | Added |
| CIBC World Markets Inc. | 13,271 | $938.0K | 0.00% | +1,602+13.7% | Added |
| First Hawaiian Bank | 13,193 | $932.0K | 0.03% | −1,757−11.8% | Reduced |
| D.A. Davidson & Co. | 13,083 | $925.0K | 0.01% | +253+2.0% | Added |
| Goelzer Investment Management, Inc. | 13,092 | $925.0K | 0.09% | +9,942+315.6% | Added |
| NJ State Employees Deferred Compensation Plan | 13,001 | $919.0K | 0.15% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 12,818 | $906.0K | 0.03% | −238−1.8% | Reduced |
| Trust Co of Toledo NA | 12,760 | $902.0K | 0.16% | −107−0.8% | Reduced |
| Raymond James Trust N.A. | 12,718 | $899.0K | 0.03% | −8,497−40.1% | Reduced |
| Neville Rodie & Shaw Inc | 12,532 | $886.0K | 0.08% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 12,530 | $886.0K | 0.02% | +1,519+13.8% | Added |
| Cetera Advisors LLC | 12,427 | $878.0K | 0.02% | −241−1.9% | Reduced |
| Inverness Counsel LLC | 12,301 | $869.0K | 0.05% | −274−2.2% | Reduced |
| Perigon Wealth Management, LLC | 12,061 | $852.0K | 0.07% | +261+2.2% | Added |
| Wolverine Asset Management LLC | 12,000 | $848.0K | 0.01% | +12,000 | New |
| Marble Harbor Investment Counsel, LLC | 11,691 | $826.0K | 0.13% | +108+0.9% | Added |
| Van Hulzen Asset Management, LLC | 11,650 | $823.0K | 0.10% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 11,198 | $799.0K | 0.02% | −643−5.4% | Reduced |
| Private Trust Co NA | 11,244 | $795.0K | 0.12% | +11,244 | New |
| Natixis Investment Managers International | 11,235 | $793.0K | 0.02% | −265−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 11,204 | $792.0K | 0.03% | −444−3.8% | Reduced |
| Old National Bancorp | 11,193 | $791.0K | 0.03% | −391−3.4% | Reduced |
| Bollard Group LLC | 11,153 | $788.0K | 0.03% | +6+0.1% | Added |
| Principle Wealth Partners LLC | 11,140 | $787.0K | 0.09% | −271−2.4% | Reduced |
| Fort, L.P. | 11,077 | $783.0K | 0.53% | −6,270−36.1% | Reduced |
| Toroso Investments, LLC | 10,979 | $776.0K | 0.03% | −6,292−36.4% | Reduced |
| Cloverfields Capital Group, LP | 10,741 | $759.0K | 0.23% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,723 | $758.0K | 0.04% | +2,787+35.1% | Added |
| IMA Wealth, Inc. | 10,564 | $747.0K | 0.18% | +166+1.6% | Added |
| Cypress Capital Group | 10,478 | $740.0K | 0.11% | −745−6.6% | Reduced |
| Ontario Teachers Pension Plan Board | 10,424 | $737.0K | 0.01% | −900−7.9% | Reduced |
| Arden Trust Co | 10,369 | $733.0K | 0.17% | −414−3.8% | Reduced |
| Abbrea Capital, LLC | 10,361 | $732.0K | 0.12% | −137−1.3% | Reduced |
| Advisor Partners LLC | 10,206 | $721.0K | 0.05% | +508+5.2% | Added |
| Federated Hermes, Inc. | 10,184 | $719.0K | 0.00% | −580,276−98.3% | Reduced |
| Ieq Capital, LLC | 10,178 | $719.0K | 0.02% | −3,360−24.8% | Reduced |
| Bluestein R H & Co | 10,115 | $715.0K | 0.04% | 00.0% | Unchanged |
| Blair William & Co | 10,103 | $714.0K | 0.00% | −2,350−18.9% | Reduced |
| Verdence Capital Advisors LLC | 10,078 | $712.0K | 0.09% | +1,463+17.0% | Added |
| GWM Advisors LLC | 10,051 | $711.0K | 0.01% | +10,051 | New |
| TD Private Client Wealth LLC | 10,009 | $707.3K | 0.03% | +241+2.5% | Added |
| Canal Insurance CO | 10,000 | $707.0K | 0.21% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 9,969 | $705.0K | 0.01% | +1,240+14.2% | Added |
| Venture Visionary Partners LLC | 9,892 | $699.1K | 0.05% | −52−0.5% | Reduced |
| First Foundation Advisors | 9,870 | $698.0K | 0.03% | −1,916−16.3% | Reduced |
| Gamco Investors, Inc. Et Al | 9,834 | $695.0K | 0.01% | −4,750−32.6% | Reduced |
| Moody National Bank Trust Division | 9,760 | $690.0K | 0.07% | −1,029−9.5% | Reduced |
| FineMark National Bank & Trust | 9,512 | $672.0K | 0.03% | +76+0.8% | Added |
| Fractal Investments LLC | 9,400 | $664.0K | 0.22% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 9,383 | $663.0K | 0.01% | +2,163+30.0% | Added |
| Argent Trust Co | 9,235 | $653.0K | 0.04% | −45−0.5% | Reduced |
| Bridges Investment Management Inc | 9,140 | $646.0K | 0.02% | −24−0.3% | Reduced |
| Glenview Trust Co | 9,117 | $645.0K | 0.02% | −171−1.8% | Reduced |
| Avantax Advisory Services, Inc. | 9,115 | $644.0K | 0.01% | +163+1.8% | Added |
| Curbstone Financial Management Corp | 8,968 | $634.0K | 0.15% | +842+10.4% | Added |
| Philadelphia Trust Co | 8,949 | $632.0K | 0.06% | −1,675−15.8% | Reduced |
| Perkins Coie Trust Co | 8,928 | $631.0K | 0.23% | −210−2.3% | Reduced |
| Empirical Asset Management, LLC | 8,920 | $630.0K | 0.66% | +6,024+208.0% | Added |
| Guinness Atkinson Asset Management Inc | 8,873 | $627.0K | 0.37% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 8,859 | $626.0K | 0.03% | +479+5.7% | Added |
| Field & Main Bank | 8,814 | $623.0K | 0.40% | +443+5.3% | Added |
| Dumont & Blake Investment Advisors LLC | 8,806 | $622.0K | 0.20% | +106+1.2% | Added |