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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 8,790 | $621.0K | 0.01% | −727−7.6% | Reduced |
| Sit Investment Associates Inc | 8,780 | $620.0K | 0.02% | −1,675−16.0% | Reduced |
| Keeley-Teton Advisors, LLC | 8,719 | $616.0K | 0.08% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 8,670 | $613.0K | 0.24% | +425+5.2% | Added |
| Snowden Capital Advisors LLC | 8,665 | $612.0K | 0.03% | +8+0.1% | Added |
| AE Wealth Management LLC | 8,591 | $607.0K | 0.00% | −206−2.3% | Reduced |
| Stephens Inc | 8,566 | $605.0K | 0.01% | +28+0.3% | Added |
| Bessemer Group Inc | 8,498 | $601.0K | 0.00% | +169+2.0% | Added |
| Simmons Bank | 8,375 | $593.0K | 0.05% | −989−10.6% | Reduced |
| Empirical Finance, LLC | 8,382 | $592.0K | 0.08% | +464+5.9% | Added |
| Reynolds Investment Management, Inc. | 8,336 | $589.0K | 0.21% | −198−2.3% | Reduced |
| Umb Bank N A | 8,326 | $588.0K | 0.01% | −90−1.1% | Reduced |
| Central Trust Co | 8,297 | $586.0K | 0.02% | −83−1.0% | Reduced |
| Waters Parkerson & Co., LLC | 8,280 | $585.0K | 0.04% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 8,279 | $585.0K | 0.06% | +8,279 | New |
| Thompson Siegel & Walmsley LLC | 8,208 | $580.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,206 | $580.0K | 0.01% | +1,619+24.6% | Added |
| TRUE Private Wealth Advisors | 8,109 | $573.0K | 0.08% | −14−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 8,096 | $572.0K | 0.02% | −1,385−14.6% | Reduced |
| CWM, LLC | 8,099 | $572.0K | 0.00% | +947+13.2% | Added |
| Atlantic Union Bankshares Corp | 8,060 | $570.0K | 0.06% | −134−1.6% | Reduced |
| Security National Bank of So Dak | 7,925 | $560.0K | 0.46% | −105−1.3% | Reduced |
| Merit Financial Group, LLC | 7,922 | $560.0K | 0.02% | +76+1.0% | Added |
| Parallel Advisors, LLC | 7,925 | $560.0K | 0.03% | +782+10.9% | Added |
| GM Advisory Group, Inc. | 7,844 | $554.0K | 0.09% | −11,000−58.4% | Reduced |
| Busey Wealth Management | 7,839 | $554.0K | 0.03% | −678−8.0% | Reduced |
| Werlinich Asset Management, LLC | 7,825 | $553.0K | 0.52% | +1,000+14.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,781 | $550.0K | 0.07% | −246−3.1% | Reduced |
| FDx Advisors, Inc. | 7,751 | $548.0K | 0.02% | +456+6.3% | Added |
| Pathstone Family Office, LLC | 7,742 | $547.3K | 0.01% | +3,895+101.2% | Added |
| Pinnacle Associates Ltd | 7,712 | $545.0K | 0.01% | −75−1.0% | Reduced |
| ELCO Management Co., LLC | 7,628 | $539.0K | 0.44% | −410−5.1% | Reduced |
| Curated Wealth Partners LLC | 7,493 | $529.0K | 0.16% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 7,413 | $524.0K | 0.04% | −636−7.9% | Reduced |
| Amica Retiree Medical Trust | 7,358 | $520.0K | 0.59% | 00.0% | Unchanged |
| Chicago Capital, LLC | 7,318 | $517.0K | 0.03% | +375+5.4% | Added |
| BKD Wealth Advisors, LLC | 7,295 | $515.0K | 0.02% | +2,510+52.5% | Added |
| Ar Asset Management Inc | 7,200 | $509.0K | 0.14% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,102 | $502.0K | 0.01% | +3,988+128.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,082 | $500.0K | 0.03% | +710+11.1% | Added |
| Baldwin Investment Management, LLC | 7,058 | $499.0K | 0.17% | +30+0.4% | Added |
| PEAK6 Investments LLC | 7,049 | $498.0K | 0.01% | +2,375+50.8% | Added |
| Ascension Asset Management LLC | 7,014 | $496.0K | 0.37% | +7,014 | New |
| Parsec Financial Management, Inc. | 7,000 | $495.0K | 0.02% | −272−3.7% | Reduced |
| Everett Harris & Co | 7,010 | $495.0K | 0.01% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 7,014 | $495.0K | 0.14% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 6,993 | $494.0K | 0.09% | −34−0.5% | Reduced |
| Bennicas & Associates, Inc. | 6,208 | $494.0K | 0.29% | 00.0% | Unchanged |
| Valley Brook Capital Group | 6,977 | $493.0K | 0.51% | −129−1.8% | Reduced |
| Salem Investment Counselors Inc | 6,963 | $492.0K | 0.02% | −816−10.5% | Reduced |
| Westhampton Capital, LLC | 6,962 | $492.0K | 0.35% | +120+1.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 7,038 | $491.0K | 0.02% | −378−5.1% | Reduced |
| Allred Capital Management, LLC | 6,939 | $490.0K | 0.31% | −57−0.8% | Reduced |
| Change Path, LLC | 6,827 | $482.0K | 0.03% | +1,244+22.3% | Added |
| Aull & Monroe Investment Management Corp | 6,801 | $481.0K | 0.24% | −75−1.1% | Reduced |
| Headinvest, LLC | 6,739 | $476.0K | 0.11% | −98−1.4% | Reduced |
| Stratos Wealth Partners, LTD. | 6,727 | $475.0K | 0.01% | −281−4.0% | Reduced |
| Tower Bridge Advisors | 6,711 | $474.3K | 0.04% | −550−7.6% | Reduced |
| Graypoint LLC | 6,653 | $470.0K | 0.06% | −836−11.2% | Reduced |
| Schechter Investment Advisors, LLC | 6,615 | $467.0K | 0.05% | +149+2.3% | Added |
| Cetera Investment Advisers | 6,519 | $461.0K | 0.01% | +256+4.1% | Added |
| Kraematon Investment Advisors, Inc | 6,512 | $460.0K | 0.53% | −483−6.9% | Reduced |
| Montag A & Associates Inc | 6,489 | $459.0K | 0.03% | −1,375−17.5% | Reduced |
| Caldwell Trust Co | 6,478 | $457.8K | 0.06% | −612−8.6% | Reduced |
| Horizon Investments, LLC | 6,456 | $456.0K | 0.01% | −5,524−46.1% | Reduced |
| Journey Advisory Group, LLC | 5,792 | $453.0K | 0.10% | −485−7.7% | Reduced |
| Patten & Patten Inc | 6,391 | $452.0K | 0.04% | −200−3.0% | Reduced |
| Optas, LLC | 6,396 | $452.0K | 0.18% | +87+1.4% | Added |
| Greenleaf Trust | 6,397 | $452.0K | 0.01% | +1,232+23.9% | Added |
| Kingsview Wealth Management, LLC | 6,378 | $451.0K | 0.02% | +403+6.7% | Added |
| Ahl Investment Management, Inc. | 6,374 | $450.0K | 0.45% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 6,358 | $449.0K | 0.07% | −236−3.6% | Reduced |
| Moors & Cabot, Inc. | 6,351 | $449.0K | 0.03% | −223−3.4% | Reduced |
| Western Wealth Management, LLC | 6,412 | $449.0K | 0.03% | +10.0% | Added |
| Sigma Planning Corp | 6,315 | $446.0K | 0.02% | −422−6.3% | Reduced |
| American Portfolios Advisors | 6,254 | $442.0K | 0.02% | −146−2.3% | Reduced |
| Integrated Wealth Concepts LLC | 6,239 | $441.0K | 0.01% | −365−5.5% | Reduced |
| Wendell David Associates Inc | 6,227 | $440.0K | 0.06% | −1,352−17.8% | Reduced |
| Holderness Investments Co | 6,223 | $440.0K | 0.18% | −287−4.4% | Reduced |
| Mutual Advisors, LLC | 6,233 | $440.0K | 0.03% | +95+1.5% | Added |
| National Asset Management, Inc. | 6,172 | $438.0K | 0.02% | −1,286−17.2% | Reduced |
| Means Investment Co., Inc. | 6,185 | $437.0K | 0.09% | +10.0% | Added |
| Sovereign Financial Group, Inc. | 6,166 | $436.0K | 0.17% | +82+1.3% | Added |
| Security National Bank of Sioux City Iowa | 6,160 | $435.0K | 0.37% | +10+0.2% | Added |
| Prudential PLC | 6,135 | $434.0K | 0.01% | −33,246−84.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 6,064 | $429.0K | 0.11% | +268+4.6% | Added |
| SG Americas Securities, LLC | 6,058 | $428.0K | 0.01% | −4,451−42.4% | Reduced |
| Forte Capital LLC | 6,021 | $426.0K | 0.07% | −151−2.4% | Reduced |
| Meridian Management Co | 6,002 | $424.0K | 0.16% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 5,956 | $421.0K | 0.35% | −20−0.3% | Reduced |
| Bryn Mawr Trust Co | 5,892 | $416.0K | 0.02% | −315−5.1% | Reduced |
| Investment Advisory Services Inc | 5,871 | $415.0K | 0.24% | −481−7.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 4,680 | $414.7K | 0.02% | +4,680 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 5,840 | $413.0K | 0.02% | +138+2.4% | Added |
| Trust Co of Virginia | 5,834 | $412.0K | 0.05% | −335−5.4% | Reduced |
| Monterey Private Wealth, Inc. | 5,794 | $409.0K | 0.23% | +10.0% | Added |
| swisspartners Ltd. | 5,593 | $408.0K | 0.39% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,779 | $408.0K | 0.02% | +316+5.8% | Added |
| NorthCrest Asset Manangement, LLC | 5,721 | $404.0K | 0.02% | −547−8.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,686 | $402.0K | 0.01% | 00.0% | Unchanged |