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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.

Q3 2022 vs. Q2 2022

How the institutions holding Otis Worldwide Corp changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of OTIS: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders1,090161,045−29
Shares354.1M70.4K355.4M+1.38M (+0.4%)
Value$25.0B$5.07M$22.6B−$2.40B (−9.6%)

16 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (64)

Institutions that held Otis Worldwide Corp at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to OTIS in Q3 2022
InstitutionSharesValue% of portfolio
Fundsmith LLPSuperinvestorFundsmith6,285,878$401.0M1.90%
Fundsmith Investment Services Ltd.1,612,687$102.9M1.78%
Balyasny Asset Management LLC1,047,213$66.8M0.26%
Qube Research & Technologies Ltd302,413$19.3M0.12%
PGGM Investments136,541$8.71M0.15%
Varma Mutual Pension Insurance Co58,000$3.70M0.06%
Czech National Bank48,837$3.12M0.09%
Quantbot Technologies LP42,553$2.71M0.20%
Teachers Retirement System of the State of Kentucky38,927$2.48M0.03%
Pearl River Capital, LLC23,303$1.49M0.28%
Dynamic Technology Lab Private Ltd23,157$1.48M0.15%
Dearborn Partners LLC21,126$1.35M0.06%
Alps Advisors Inc19,146$1.22M0.01%
Rafferty Asset Management, LLC13,357$852.0K0.01%
Point72 Hong Kong Ltd11,229$716.0K0.04%
Advisor Partners II, LLC11,162$712.0K0.05%
MQS Management LLC9,356$597.0K0.39%
Romano Brothers and Company8,656$552.0K0.09%
Y-Intercept (Hong Kong) Ltd8,064$514.5K0.05%
Winton Group Ltd6,924$442.0K0.03%
Wealthspire Advisors, LLC6,868$438.0K0.01%
Silver Oak Securities, Inc5,162$414.6K0.09%
NuWave Investment Management, LLC5,996$383.0K0.44%
Schonfeld Strategic Advisors LLC5,897$376.0K0.00%
XTX Topco Ltd5,677$362.0K0.09%
Graham Capital Management, L.P.5,156$328.0K0.01%
Boothbay Fund Management, LLC4,982$318.0K0.01%
Schnieders Capital Management LLC4,652$297.0K0.08%
55I, LLC4,482$286.0K0.01%
Maven Securities LTD4,417$282.0K0.01%
Ritholtz Wealth Management4,021$257.0K0.01%
Ossiam3,733$238.0K0.01%
Virginia Retirement Systems Et Al3,400$216.9K0.00%
Keebeck Alpha, LP3,353$214.0K0.12%
Credit Agricole S A3,340$213.0K0.01%
BSW Wealth Partners3,312$211.0K0.05%
Colonial Trust Co2,721$174.0K0.06%
Gamble Jones Investment Counsel2,153$137.0K0.01%
Wipfli Financial Advisors LLC,1,897$121.0K0.01%
Neo Ivy Capital Management1,871$119.0K0.31%
CenterStar Asset Management, LLC–$96.0K0.17%
Itau Unibanco Holding S.A.1,242$79.0K0.00%
Alta Advisers Ltd1,200$77.0K0.05%
Atlantic Trust, LLC1,019$65.0K0.02%
Parallax Volatility Advisers, L.P.599$38.0K0.00%
Old North State Trust, LLC524$33.0K0.03%
Cary Street Partners Asset Management LLC472$30.0K0.01%
Osterweis Capital Management Inc250$16.0K0.00%
Barrett & Company, Inc.200$15.7K0.01%
Cowa, LLC230$15.0K0.01%
New England Asset Management Inc226$14.0K0.00%
DT Investment Partners, LLC227$14.0K0.00%
Householder Group Estate & Retirement Specialist, LLC169$10.0K0.00%
McClarren Financial Advisors, Inc.114$7.00K0.01%
Transamerica Financial Advisors, Inc.50$4.00K0.00%
SJS Investment Consulting Inc.49$3.00K0.00%
Legend Financial Advisors, Inc.34$2.17K0.00%
American National Bank31$2.00K0.00%
Abound Wealth Management20$1.28K0.00%
TD Capital Management LLC20$1.00K0.00%
Twin Lakes Capital Management, LLC23$1.00K0.00%
PSI Advisors, LLC2$00.00%
CFS Investment Advisory Services, LLC12,568$00.00%
Delos Wealth Advisors, LLC5$00.00%

Sold out (93)

Institutions that held Otis Worldwide Corp at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of OTIS in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Point72 Asset Management, L.P.691,968$48.9M
Walleye Capital LLC429,404$30.3M
Moore Capital Management, LP224,256$15.8M
Albar Capital Ltd52,422$3.71M
Lighthouse Investment Partners, LLC36,500$2.58M
Carlson Capital L P32,852$2.32M
Maryland State Retirement & Pension System32,336$2.29M
Twin Tree Management, LP27,164$1.92M
Phraction Management LLC24,145$1.71M
Vident Investment Advisory, LLC19,916$1.41M
Strong Tower Advisory Services14,988$1.06M
Inscription Capital, LLC14,346$1.01M
Wolverine Asset Management LLC12,000$848.0K
Ontario Teachers Pension Plan Board10,424$737.0K
GWM Advisors LLC10,051$711.0K
Empirical Asset Management, LLC8,920$630.0K
TRUE Private Wealth Advisors8,109$573.0K
GM Advisory Group, Inc.7,844$554.0K
Change Path, LLC6,827$482.0K
Brown Advisory Securities, LLC5,580$394.0K
Balentine LLC4,884$345.0K
Collective Family Office LLC4,255$301.0K
RB Capital Management, LLC3,981$281.0K
South Dakota Investment Council3,600$254.0K
Waldron Private Wealth LLC3,505$247.0K
Cullinan Associates Inc3,463$245.0K
Reynders McVeigh Capital Management, LLC3,402$240.0K
Citizens Business Bank3,400$240.0K
Lombard Odier Asset Management (Switzerland) SA3,282$232.0K
Eudaimonia Partners, LLC3,285$232.0K
Howland Capital Management LLC3,267$231.0K
Forbes J M & Co LLP3,226$228.0K
Fishman Jay A Ltd3,195$225.8K
Mitchell McLeod Pugh & Williams Inc3,153$223.0K
Signature Wealth Management Partners, LLC3,162$223.0K
StoneX Group Inc.3,121$220.5K
Ziegler Capital Management, LLC3,108$220.0K
Laurel Wealth Advisors, Inc.3,106$220.0K
Obermeyer Wood Investment Counsel, LLLP3,085$218.0K
Baker Ellis Asset Management LLC3,088$218.0K
Douglass Winthrop Advisors, LLC3,075$217.0K
Pring Turner Capital Group Inc3,075$217.0K
J. L. Bainbridge & Co., Inc.3,066$217.0K
LCM Capital Management Inc3,069$217.0K
Hancock Whitney Corp3,049$216.0K
LMCG Investments, LLC3,008$213.0K
Essex Savings Bank3,015$213.0K
Spinnaker Trust3,000$212.0K
Bailard, Inc.2,985$211.0K
Forum Financial Management, LP2,975$210.0K
9258 Wealth Management, LLC2,956$209.0K
First Citizens Bank & Trust Co2,950$208.0K
Farmers Trust Co2,912$206.0K
Ramsay, Stattman, Vela & Price, Inc.2,922$206.0K
Patriot Financial Group Insurance Agency, LLC2,917$206.0K
Compton Capital Management Inc2,897$205.0K
Conning Inc.2,880$204.0K
Warther Private Wealth, LLC2,843$204.0K
Shelton Capital Management2,878$203.0K
Calamos Wealth Management LLC2,873$203.0K
Tiedemann Advisors, LLC2,857$202.0K
Institute for Wealth Management, LLC.2,829$200.0K
Healthcare of Ontario Pension Plan Trust Fund2,647$187.0K
Charter Oak Capital Management, LLC2,548$180.0K
Prospera Financial Services Inc2,420$171.0K
CX Institutional2,356$167.0K
Vectors Research Management, LLC1,906$135.0K
Concord Wealth Partners1,600$113.0K
First Bank & Trust1,557$110.0K
ACG Wealth1,363$96.0K
Chilton Capital Management LLC1,260$89.0K
Northern Oak Wealth Management Inc1,075$76.0K
CoreCap Advisors, LLC826$58.0K
Sageworth Trust Co of South Dakota657$46.0K
Graves-Light Private Wealth Management, Inc.619$44.0K
Ahrens Investment Partners LLC601$42.0K
Rockbridge Investment Management, LCC537$38.0K
Loomis Sayles & Co L P339$24.0K
Sierra Capital LLC307$22.0K
Cyrus J. Lawrence, LLC302$21.0K
Fairfield, Bush & Co.271$19.0K
Better Money Decisions, LLC200$14.0K
HHM Wealth Advisors, LLC167$12.0K
RWM Asset Management, LLC98$7.00K
Curi Capital97$7.00K
GPS Wealth Strategies Group, LLC66$5.00K
WFA of San Diego, LLC75$5.00K
Steward Financial Group LLC74$5.00K
GW&K Investment Management, LLC35$2.00K
Private Ocean, LLC15$1.00K
Wagner Wealth Management, LLC21$1.00K
Morton Brown Family Wealth, LLC6$0
Retirement Group, LLC36–

Not filed for Q3 2022 yet (16)

Institutions that held Otis Worldwide Corp at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.