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 |
|---|---|---|---|---|---|
| Legacy Bridge, LLC | 2,911 | $206.0K | 0.15% | −100−3.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 2,922 | $206.0K | 0.05% | 00.0% | Unchanged |
| Farmers Trust Co | 2,912 | $206.0K | 0.05% | +80+2.8% | Added |
| Compton Capital Management Inc | 2,897 | $205.0K | 0.11% | −1,178−28.9% | Reduced |
| Sentry Investment Management LLC | 2,899 | $205.0K | 0.09% | −137−4.5% | Reduced |
| Ancora Advisors, LLC | 2,894 | $205.0K | 0.01% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 2,843 | $204.0K | 0.15% | −1,812−38.9% | Reduced |
| St Germain D J Co Inc | 2,889 | $204.0K | 0.01% | −12−0.4% | Reduced |
| Conning Inc. | 2,880 | $204.0K | 0.01% | −7−0.2% | Reduced |
| Shelton Capital Management | 2,878 | $203.0K | 0.01% | −752−20.7% | Reduced |
| Apollon Wealth Management, LLC | 2,874 | $203.0K | 0.02% | −327−10.2% | Reduced |
| Calamos Wealth Management LLC | 2,873 | $203.0K | 0.02% | −158−5.2% | Reduced |
| Tiedemann Advisors, LLC | 2,857 | $202.0K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,864 | $202.0K | 0.01% | +2,864 | New |
| Institute for Wealth Management, LLC. | 2,829 | $200.0K | 0.04% | −20−0.7% | Reduced |
| Quadrant Capital Group LLC | 2,829 | $200.0K | 0.03% | +3+0.1% | Added |
| Geneos Wealth Management Inc. | 2,792 | $200.0K | 0.01% | −35−1.2% | Reduced |
| Anchor Investment Management, LLC | 2,680 | $189.4K | 0.03% | −37−1.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,647 | $187.0K | 0.00% | −104,896−97.5% | Reduced |
| Adirondack Trust Co | 2,642 | $187.0K | 0.10% | −70−2.6% | Reduced |
| Capstone Investment Advisors, LLC | 2,585 | $183.0K | 0.00% | −1,804−41.1% | Reduced |
| Charter Oak Capital Management, LLC | 2,548 | $180.0K | 0.02% | −35−1.4% | Reduced |
| Asset Dedication, LLC | 2,480 | $177.0K | 0.03% | −61−2.4% | Reduced |
| Proffitt & Goodson Inc | 2,429 | $172.0K | 0.04% | −110−4.3% | Reduced |
| Resources Management Corp | 2,426 | $171.0K | 0.03% | −800−24.8% | Reduced |
| Prospera Financial Services Inc | 2,420 | $171.0K | 0.01% | −78−3.1% | Reduced |
| Arrow Financial Corp | 2,418 | $171.0K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2,402 | $170.0K | 0.01% | −35−1.4% | Reduced |
| CX Institutional | 2,356 | $167.0K | 0.01% | −348−12.9% | Reduced |
| Optimum Investment Advisors | 2,325 | $164.0K | 0.08% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,307 | $163.0K | 0.09% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2,280 | $161.0K | 0.21% | −450−16.5% | Reduced |
| Allworth Financial LP | 2,272 | $161.0K | 0.00% | +155+7.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,256 | $159.0K | 0.01% | −2,600−53.5% | Reduced |
| Bangor Savings Bank | 2,230 | $158.0K | 0.02% | +2,230 | New |
| Thomas White International Ltd | 2,170 | $153.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 2,130 | $151.0K | 0.10% | −117−5.2% | Reduced |
| Manchester Capital Management LLC | 2,090 | $148.0K | 0.03% | −17−0.8% | Reduced |
| Leonteq Securities AG | 2,084 | $147.3K | 0.01% | −307−12.8% | Reduced |
| Penserra Capital Management LLC | 1,972 | $139.0K | 0.00% | −62−3.0% | Reduced |
| Belpointe Asset Management LLC | 1,918 | $136.0K | 0.01% | −7−0.4% | Reduced |
| Estabrook Capital Management | 1,917 | $135.5K | 0.02% | +540+39.2% | Added |
| Vectors Research Management, LLC | 1,906 | $135.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,899 | $134.0K | 0.10% | −4,266−69.2% | Reduced |
| Smithfield Trust Co | 1,855 | $132.0K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,794 | $127.0K | 0.01% | −62−3.3% | Reduced |
| BDO Wealth Advisors, LLC | 1,791 | $127.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,708 | $120.0K | 0.03% | +288+20.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,678 | $119.0K | 0.07% | −152−8.3% | Reduced |
| Massmutual Trust Co FSB | 1,652 | $117.0K | 0.01% | −282−14.6% | Reduced |
| Bank of New Hampshire | 1,660 | $117.0K | 0.03% | −25−1.5% | Reduced |
| State of Wyoming | 1,657 | $117.0K | 0.07% | +381+29.9% | Added |
| Citizens National Bank Trust Department | 1,625 | $115.0K | 0.03% | +375+30.0% | Added |
| Acadian Asset Management LLC | 1,611 | $114.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,600 | $113.0K | 0.03% | −18−1.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,594 | $113.0K | 0.08% | 00.0% | Unchanged |
| First Bank & Trust | 1,557 | $110.0K | 0.04% | +138+9.7% | Added |
| North Star Investment Management Corp. | 1,520 | $107.0K | 0.01% | +1+0.1% | Added |
| Proequities, Inc. | 1,499 | $106.0K | 0.01% | +27+1.8% | Added |
| Mascoma Wealth Management LLC | 1,446 | $102.0K | 0.03% | −46−3.1% | Reduced |
| Brewin Dolphin Ltd | 1,436 | $101.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,364 | $96.4K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,362 | $96.0K | 0.01% | +1,362 | New |
| ACG Wealth | 1,363 | $96.0K | 0.02% | +1,363 | New |
| Ronald Blue Trust, Inc. | 1,242 | $96.0K | 0.00% | +1,242 | New |
| AllSquare Wealth Management LLC | 1,350 | $95.0K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,340 | $95.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 1,323 | $93.0K | 0.04% | +8+0.6% | Added |
| City State Bank | 1,317 | $93.0K | 0.06% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,277 | $90.0K | 0.00% | −579−31.2% | Reduced |
| Evermay Wealth Management LLC | 1,273 | $90.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,261 | $89.0K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,260 | $89.0K | 0.01% | +1,260 | New |
| Addison Advisors LLC | 1,236 | $87.0K | 0.05% | −671−35.2% | Reduced |
| Clear Perspectives Financial Planning, LLC | 1,231 | $87.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,216 | $86.0K | 0.02% | −60−4.7% | Reduced |
| Piscataqua Savings Bank | 1,219 | $86.0K | 0.08% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,200 | $85.0K | 0.06% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,195 | $84.5K | 0.03% | +7+0.6% | Added |
| Parkside Financial Bank & Trust | 1,187 | $84.0K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,184 | $83.7K | 0.04% | −5−0.4% | Reduced |
| Gables Capital Management Inc. | 1,175 | $83.0K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,174 | $83.0K | 0.01% | +116+11.0% | Added |
| Seeyond | 1,172 | $82.0K | 0.01% | −24−2.0% | Reduced |
| Tevis Investment Management | 1,159 | $82.0K | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 1,103 | $78.0K | 0.00% | −303−21.6% | Reduced |
| FinTrust Capital Advisors, LLC | 1,091 | $78.0K | 0.02% | −95−8.0% | Reduced |
| Money Concepts Capital Corp | 1,076 | $77.0K | 0.01% | −2,282−68.0% | Reduced |
| Monetary Management Group Inc | 1,071 | $76.0K | 0.02% | −200−15.7% | Reduced |
| First Command Bank | 1,076 | $76.0K | 0.01% | −175−14.0% | Reduced |
| First Command Financial Services, Inc. | 1,076 | $76.0K | 0.01% | −175−14.0% | Reduced |
| Oakworth Capital, Inc. | 1,086 | $76.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,075 | $76.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,082 | $76.0K | 0.01% | −2−0.2% | Reduced |
| MV Capital Management, Inc. | 1,078 | $76.0K | 0.01% | +45+4.4% | Added |
| Ulland Investment Advisors, LLC | 1,049 | $74.0K | 0.08% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,047 | $74.0K | 0.01% | +80+8.3% | Added |
| Zions Bancorporation, N.A. | 1,020 | $72.0K | 0.01% | −79−7.2% | Reduced |
| CoreFirst Bank & Trust | 1,020 | $72.0K | 0.06% | +102+11.1% | Added |
| Hazlett, Burt & Watson, Inc. | 1,011 | $71.0K | 0.07% | 00.0% | Unchanged |