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 |
|---|---|---|---|---|---|
| Industrial Alliance Investment Management Inc. | 3,899 | $276.0K | 0.01% | −271−6.5% | Reduced |
| Flputnam Investment Management Co | 3,887 | $275.0K | 0.01% | −1,244−24.2% | Reduced |
| Clarius Group, LLC | 3,896 | $275.0K | 0.03% | +552+16.5% | Added |
| GYL Financial Synergies, LLC | 3,882 | $274.0K | 0.07% | −1,705−30.5% | Reduced |
| CAPROCK Group, Inc. | 3,874 | $274.0K | 0.03% | −499−11.4% | Reduced |
| Sun Life Financial INC | 3,866 | $274.0K | 0.02% | −161−4.0% | Reduced |
| Moneta Group Investment Advisors LLC | 3,849 | $272.0K | 0.01% | +28+0.7% | Added |
| Peoples Financial Services Corp. | 3,837 | $271.0K | 0.13% | −900−19.0% | Reduced |
| Atwood & Palmer Inc | 3,825 | $270.0K | 0.03% | −300−7.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 3,811 | $269.0K | 0.02% | −550−12.6% | Reduced |
| LVW Advisors, LLC | 3,806 | $269.0K | 0.06% | −90−2.3% | Reduced |
| Founders Financial Securities LLC | 3,792 | $268.0K | 0.05% | +296+8.5% | Added |
| Profund Advisors LLC | 3,754 | $265.0K | 0.02% | −1,236−24.8% | Reduced |
| Kore Private Wealth LLC | 3,738 | $264.0K | 0.04% | +618+19.8% | Added |
| Advisory Services Network, LLC | 3,704 | $262.0K | 0.01% | −1,110−23.1% | Reduced |
| Northwest Bancshares, Inc. | 3,703 | $262.0K | 0.06% | −100−2.6% | Reduced |
| SlateStone Wealth, LLC | 3,689 | $261.0K | 0.07% | −332−8.3% | Reduced |
| Wolverine Trading, LLC | 3,738 | $261.0K | 0.01% | +544+17.0% | Added |
| Burleson & Company, LLC | 3,673 | $260.0K | 0.06% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 3,670 | $259.0K | 0.02% | −120−3.2% | Reduced |
| Meridian Investment Counsel Inc. | 3,671 | $259.0K | 0.11% | 00.0% | Unchanged |
| Bank of the West | 3,650 | $258.0K | 0.03% | −81−2.2% | Reduced |
| David Loasby | 3,675 | $258.0K | 0.04% | +7+0.2% | Added |
| Washington Trust Advisors, Inc. | 3,641 | $257.0K | 0.02% | −315−8.0% | Reduced |
| Great Valley Advisor Group, Inc. | 3,643 | $257.0K | 0.01% | +3,643 | New |
| Surevest, LLC | 3,599 | $254.0K | 0.07% | +24+0.7% | Added |
| South Dakota Investment Council | 3,600 | $254.0K | 0.01% | +3,201+802.3% | Added |
| Riverwater Partners LLC | 3,563 | $252.0K | 0.25% | −49−1.4% | Reduced |
| Farmers National Bank | 3,530 | $249.5K | 0.09% | 00.0% | Unchanged |
| First National Trust Co | 3,529 | $249.0K | 0.01% | −355−9.1% | Reduced |
| Valeo Financial Advisors, LLC | 3,523 | $249.0K | 0.02% | −111−3.1% | Reduced |
| S.A. Mason LLC | 3,522 | $249.0K | 0.18% | −68−1.9% | Reduced |
| Covington Capital Management | 3,525 | $249.0K | 0.01% | −25−0.7% | Reduced |
| TCTC Holdings, LLC | 3,507 | $248.0K | 0.01% | +4+0.1% | Added |
| Teza Capital Management LLC | 3,512 | $248.0K | 0.09% | +291+9.0% | Added |
| Waldron Private Wealth LLC | 3,505 | $247.0K | 0.01% | +369+11.8% | Added |
| Frontier Wealth Management LLC | 3,484 | $246.0K | 0.02% | −393−10.1% | Reduced |
| Amplius Wealth Advisors, LLC | 3,486 | $246.0K | 0.04% | −79−2.2% | Reduced |
| Cullinan Associates Inc | 3,463 | $245.0K | 0.01% | −8,100−70.1% | Reduced |
| MEMBERS Trust Co | 3,461 | $245.0K | 0.01% | −54−1.5% | Reduced |
| First Horizon Advisors, Inc. | 3,476 | $245.0K | 0.01% | +355+11.4% | Added |
| Gillespie Robinson & Grimm Inc | 3,457 | $244.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,445 | $243.0K | 0.04% | −198−5.4% | Reduced |
| Sequoia Financial Advisors, LLC | 3,438 | $243.0K | 0.01% | −98−2.8% | Reduced |
| Altium Wealth Management LLC | 3,425 | $242.0K | 0.02% | +28+0.8% | Added |
| Coldstream Capital Management Inc | 3,428 | $242.0K | 0.01% | +755+28.2% | Added |
| Citizens Business Bank | 3,400 | $240.0K | 0.03% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,402 | $240.0K | 0.02% | +329+10.7% | Added |
| Chicago Trust Co NA | 3,399 | $240.0K | 0.06% | +516+17.9% | Added |
| Lowe Brockenbrough & Co Inc | 3,369 | $238.0K | 0.02% | +25+0.7% | Added |
| Meridian Wealth Management, LLC | 3,340 | $236.0K | 0.02% | +437+15.1% | Added |
| HBK Sorce Advisory LLC | 3,320 | $235.0K | 0.02% | −239−6.7% | Reduced |
| Court Place Advisors, LLC | 3,323 | $235.0K | 0.09% | 00.0% | Unchanged |
| Wade G W & Inc | 3,332 | $235.0K | 0.01% | +14+0.4% | Added |
| Defined Wealth Management, LLC | 3,310 | $234.0K | 0.24% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,303 | $233.0K | 0.02% | −192−5.5% | Reduced |
| Rothschild Investment Corp | 3,303 | $233.0K | 0.02% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 3,285 | $232.0K | 0.04% | +44+1.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 3,282 | $232.0K | 0.02% | +3,282 | New |
| Howland Capital Management LLC | 3,267 | $231.0K | 0.01% | +375+13.0% | Added |
| Lifeworks Advisors, LLC | 3,257 | $230.0K | 0.15% | +3,257 | New |
| Boyd Watterson Asset Management LLC | 3,238 | $229.0K | 0.10% | −907−21.9% | Reduced |
| Oppenheimer Asset Management Inc. | 3,234 | $229.0K | 0.00% | +62+2.0% | Added |
| Forbes J M & Co LLP | 3,226 | $228.0K | 0.03% | −17−0.5% | Reduced |
| Security National Bank | 3,226 | $228.0K | 0.06% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,207 | $227.0K | 0.00% | −91−2.8% | Reduced |
| Institutional & Family Asset Management, LLC | 3,201 | $226.0K | 0.04% | −8−0.2% | Reduced |
| Fishman Jay A Ltd | 3,195 | $225.8K | 0.03% | −50−1.5% | Reduced |
| Resonant Capital Advisors, LLC | 3,171 | $224.0K | 0.03% | +122+4.0% | Added |
| NTB Financial Corp | 3,159 | $223.0K | 0.18% | −55−1.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,153 | $223.0K | 0.09% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,162 | $223.0K | 0.23% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,121 | $220.5K | 0.03% | +3,121 | New |
| Machina Capital S.A.S. | 3,109 | $220.0K | 0.49% | −1,404−31.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 3,106 | $220.0K | 0.02% | +471+17.9% | Added |
| Ziegler Capital Management, LLC | 3,108 | $220.0K | 0.01% | +3,108 | New |
| Baker Ellis Asset Management LLC | 3,088 | $218.0K | 0.05% | −50−1.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,085 | $218.0K | 0.02% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 3,075 | $217.0K | 0.21% | −4,500−59.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,075 | $217.0K | 0.01% | −684−18.2% | Reduced |
| LCM Capital Management Inc | 3,069 | $217.0K | 0.21% | −12−0.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,073 | $217.0K | 0.05% | +10.0% | Added |
| J. L. Bainbridge & Co., Inc. | 3,066 | $217.0K | 0.03% | +12+0.4% | Added |
| Hancock Whitney Corp | 3,049 | $216.0K | 0.01% | +6+0.2% | Added |
| Laurel Wealth Advisors LLC | 3,047 | $215.0K | 0.05% | −35−1.1% | Reduced |
| IFP Advisors, Inc | 4,446 | $213.0K | 0.01% | −6,522−59.5% | Reduced |
| Essex Savings Bank | 3,015 | $213.0K | 0.08% | −10−0.3% | Reduced |
| LMCG Investments, LLC | 3,008 | $213.0K | 0.01% | −3−0.1% | Reduced |
| Stevens Capital Management LP | 2,999 | $212.0K | 0.15% | −11,871−79.8% | Reduced |
| Spinnaker Trust | 3,000 | $212.0K | 0.02% | −87−2.8% | Reduced |
| Systematic Financial Management LP | 3,000 | $212.0K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $212.0K | 0.05% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $212.0K | 0.04% | 00.0% | Unchanged |
| Bailard, Inc. | 2,985 | $211.0K | 0.01% | −255−7.9% | Reduced |
| Soltis Investment Advisors LLC | 2,979 | $211.0K | 0.03% | −70−2.3% | Reduced |
| Forum Financial Management, LP | 2,975 | $210.0K | 0.01% | +81+2.8% | Added |
| Blueshift Asset Management, LLC | 2,955 | $209.0K | 0.03% | −71,012−96.0% | Reduced |
| 9258 Wealth Management, LLC | 2,956 | $209.0K | 0.05% | −125−4.1% | Reduced |
| First Citizens Bank & Trust Co | 2,950 | $208.0K | 0.01% | +2,950 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,917 | $206.0K | 0.04% | −178−5.8% | Reduced |