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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 5,685 | $402.0K | 0.03% | +111+2.0% | Added |
| Shayne & Co., LLC | 5,655 | $400.0K | 0.24% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 5,638 | $397.0K | 0.00% | −6−0.1% | Reduced |
| Westport Asset Management Inc | 4,127 | $397.0K | 0.24% | 00.0% | Unchanged |
| Twinbeech Capital LP | 5,596 | $395.0K | 0.02% | +5,596 | New |
| Brown Advisory Securities, LLC | 5,580 | $394.0K | 0.37% | −2,171−28.0% | Reduced |
| Lincoln National Corp | 5,576 | $394.0K | 0.01% | +351+6.7% | Added |
| Courier Capital LLC | 5,449 | $385.0K | 0.05% | −3,328−37.9% | Reduced |
| Cigna Investments Inc | 5,450 | $385.0K | 0.08% | −1,952−26.4% | Reduced |
| 1st Source Bank | 5,440 | $384.0K | 0.03% | +613+12.7% | Added |
| City Holding Co | 5,371 | $380.0K | 0.07% | −290−5.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,356 | $379.0K | 0.03% | +866+19.3% | Added |
| Freestone Capital Holdings, LLC | 5,349 | $378.0K | 0.01% | −1,531−22.3% | Reduced |
| TD Waterhouse Canada Inc. | 5,204 | $377.4K | 0.00% | +21+0.4% | Added |
| OPSEU Pension Plan Trust Fund | 5,435 | $377.0K | 0.10% | −9,322−63.2% | Reduced |
| Lindbrook Capital, LLC | 5,288 | $374.0K | 0.06% | +96+1.8% | Added |
| Grimes & Company, Inc. | 5,283 | $373.0K | 0.02% | +18+0.3% | Added |
| Boston Financial Mangement LLC | 5,276 | $373.0K | 0.02% | +148+2.9% | Added |
| Pitcairn Co | 5,229 | $370.0K | 0.04% | −220−4.0% | Reduced |
| Dividend Assets Capital, LLC | 5,230 | $370.0K | 0.08% | −10−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,240 | $370.0K | 0.05% | +456+9.5% | Added |
| Cambridge Trust Co | 5,213 | $369.0K | 0.02% | −789−13.1% | Reduced |
| Fiduciary Group LLC | 4,561 | $368.0K | 0.05% | −81−1.7% | Reduced |
| Bull Street Advisors, LLC | 5,197 | $367.0K | 0.20% | 00.0% | Unchanged |
| Charter Trust Co | 5,181 | $366.0K | 0.03% | +226+4.6% | Added |
| Fulton Bank, N.A. | 5,168 | $365.0K | 0.02% | −439−7.8% | Reduced |
| Lafayette Investments, Inc. | 5,136 | $363.0K | 0.10% | −963−15.8% | Reduced |
| Choate Investment Advisors | 5,133 | $363.0K | 0.02% | −444−8.0% | Reduced |
| Wedbush Securities Inc | 5,120 | $362.0K | 0.02% | −12−0.2% | Reduced |
| HB Wealth Management, LLC | 5,115 | $361.0K | 0.01% | +380+8.0% | Added |
| Excalibur Management Corp | 5,086 | $359.0K | 0.19% | −696−12.0% | Reduced |
| Foster & Motley Inc | 5,080 | $359.0K | 0.03% | −37−0.7% | Reduced |
| Enterprise Financial Services Corp | 5,075 | $359.0K | 0.07% | +410+8.8% | Added |
| J.W. Cole Advisors, Inc. | 5,053 | $357.0K | 0.03% | −9−0.2% | Reduced |
| Washington Trust Co | 5,013 | $355.0K | 0.02% | −43−0.9% | Reduced |
| Gifford Fong Associates | 5,000 | $353.0K | 0.08% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 4,999 | $353.0K | 0.05% | +4,999 | New |
| Country Club Bank | 5,032 | $351.0K | 0.03% | −3,901−43.7% | Reduced |
| Veriti Management LLC | 4,969 | $351.0K | 0.05% | +385+8.4% | Added |
| Crestwood Advisors Group LLC | 4,936 | $349.0K | 0.01% | −349−6.6% | Reduced |
| Bath Savings Trust Co | 4,890 | $346.0K | 0.05% | −12−0.2% | Reduced |
| Symmetry Partners, LLC | 4,892 | $346.0K | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,883 | $345.0K | 0.02% | −11−0.2% | Reduced |
| Balentine LLC | 4,884 | $345.0K | 0.01% | +162+3.4% | Added |
| Flagship Harbor Advisors, LLC | 4,869 | $344.0K | 0.04% | −2,039−29.5% | Reduced |
| Donaldson Capital Management, LLC | 4,869 | $344.0K | 0.02% | −387−7.4% | Reduced |
| Boston Trust Walden Corp | 4,829 | $341.0K | 0.00% | −999−17.1% | Reduced |
| Signaturefd, LLC | 4,819 | $341.0K | 0.01% | +755+18.6% | Added |
| Checchi Capital Advisers, LLC | 4,366 | $341.0K | 0.03% | +732+20.1% | Added |
| Cary Street Partner Investment Advisory LLC | 4,814 | $340.0K | 0.03% | +4,814 | New |
| Dixon Hubard Feinour & Brown Inc | 4,779 | $338.0K | 0.04% | +412+9.4% | Added |
| Baker Tilly Wealth Management, LLC | 4,773 | $337.0K | 0.04% | +315+7.1% | Added |
| McDonald Partners LLC | 4,757 | $336.0K | 0.09% | −66−1.4% | Reduced |
| Meeder Asset Management Inc | 4,762 | $336.0K | 0.02% | +1,055+28.5% | Added |
| O'Shaughnessy Asset Management, LLC | 4,753 | $336.0K | 0.01% | +1,486+45.5% | Added |
| KCM Investment Advisors LLC | 4,745 | $335.0K | 0.01% | −325−6.4% | Reduced |
| Stock Yards Bank & Trust Co | 4,716 | $333.0K | 0.01% | +2,022+75.1% | Added |
| SeaCrest Wealth Management, LLC | 4,700 | $332.0K | 0.04% | +88+1.9% | Added |
| Bragg Financial Advisors, Inc | 4,658 | $329.0K | 0.02% | −1,385−22.9% | Reduced |
| ICW Investment Advisors LLC | 4,608 | $326.0K | 0.21% | +98+2.2% | Added |
| Tucker Asset Management LLC | 4,571 | $323.0K | 0.10% | +63+1.4% | Added |
| Pointe Capital Management LLC | 4,576 | $323.0K | 0.24% | 00.0% | Unchanged |
| Cooper Financial Group | 4,575 | $323.0K | 0.12% | +391+9.3% | Added |
| Chemung Canal Trust Co | 4,559 | $322.0K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,544 | $321.0K | 0.03% | −180−3.8% | Reduced |
| Beck Mack & Oliver LLC | 4,547 | $321.0K | 0.01% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,549 | $321.0K | 0.17% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,542 | $321.0K | 0.20% | +125+2.8% | Added |
| Colonial Trust Advisors | 4,532 | $320.0K | 0.04% | 00.0% | Unchanged |
| Caxton Associates LP | 4,489 | $317.0K | 0.04% | −7,601−62.9% | Reduced |
| Financial Advisory Group | 4,468 | $316.0K | 0.07% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,469 | $316.0K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 4,359 | $308.0K | 0.03% | −96−2.2% | Reduced |
| Sky Investment Group LLC | 4,343 | $307.0K | 0.07% | −834−16.1% | Reduced |
| Capital City Trust Co | 4,344 | $307.0K | 0.10% | −778−15.2% | Reduced |
| New England Guild Wealth Advisors, Inc. | 4,337 | $306.0K | 0.19% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 4,325 | $306.0K | 0.02% | +4,325 | New |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $304.0K | 0.12% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 4,288 | $303.0K | 0.08% | 00.0% | Unchanged |
| Collective Family Office LLC | 4,255 | $301.0K | 0.13% | +16+0.4% | Added |
| Fund Management at Engine No. 1 LLC | 4,266 | $301.0K | 0.08% | +669+18.6% | Added |
| Concentric Wealth Management, LLC | 4,225 | $299.0K | 0.10% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,213 | $298.0K | 0.02% | −199−4.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,216 | $298.0K | 0.03% | +230+5.8% | Added |
| Webster Bank, N. A. | 4,190 | $297.0K | 0.04% | −1,005−19.3% | Reduced |
| NTV Asset Management LLC | 4,209 | $297.0K | 0.06% | −18−0.4% | Reduced |
| First Western Trust Bank | 4,243 | $296.0K | 0.02% | −10.0% | Reduced |
| Wedmont Private Capital | 4,147 | $293.0K | 0.06% | +4,147 | New |
| Citadel Advisors LLC | 4,113 | $291.0K | 0.00% | −466,263−99.1% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,154 | $290.0K | 0.12% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,082 | $289.0K | 0.05% | −170−4.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $289.0K | 0.10% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,080 | $288.0K | 0.04% | −1,977−32.6% | Reduced |
| Brighton Jones LLC | 4,017 | $284.0K | 0.02% | +141+3.6% | Added |
| Fukoku Mutual Life Insurance Co | 3,990 | $282.0K | 0.02% | 00.0% | Unchanged |
| Fruth Investment Management | 3,628 | $282.0K | 0.08% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 3,974 | $281.0K | 0.22% | 00.0% | Unchanged |
| RB Capital Management, LLC | 3,981 | $281.0K | 0.10% | +3,981 | New |
| Sound View Wealth Advisors Group, LLC | 3,942 | $279.0K | 0.06% | +32+0.8% | Added |
| Deseret Mutual Benefit Administrators | 3,922 | $277.0K | 0.06% | +648+19.8% | Added |