Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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, Q3 2022

Institutional positions in Otis Worldwide Corp as of Sep 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: 1,045; −29 vs. Q2 2022
Shares held: 355.4M; +1.38M (+0.4%) vs. Q2 2022
Total value: $22.6B; −$2.40B (−9.6%) vs. Q2 2022
New holders: 64; 286 more added
Sold out: 93; 461 more reduced

16 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 1,045 institutions

Value heldQ3 2022: $22.6B

Institutions holding OTIS and their total value by quarter
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, Q3 2022

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q2 2022.

Institutions holding OTIS in Q3 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Heritage Wealth Management, LLC	3	$0	0.00%	00.0%	Unchanged
Pittenger & Anderson Inc	1	$0	0.00%	00.0%	Unchanged
Benjamin Edwards Inc	6	$0	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	2	$0	0.00%	00.0%	Unchanged
PSI Advisors, LLC	2	$0	0.00%	+2	New
CFS Investment Advisory Services, LLC	12,568	$0	0.00%	+12,568	New
Delos Wealth Advisors, LLC	5	$0	0.00%	+5	New
West Paces Advisors Inc.	14	$893	0.00%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	22	$1.00K	0.00%	−30−57.7%	Reduced
Ogorek Anthony Joseph	23	$1.00K	0.00%	00.0%	Unchanged
Syverson Strege & Co	8	$1.00K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	11	$1.00K	0.00%	00.0%	Unchanged
TSFG, LLC	9	$1.00K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	8	$1.00K	0.00%	00.0%	Unchanged
Guardian Wealth Management, Inc.	12	$1.00K	0.00%	00.0%	Unchanged
TD Capital Management LLC	20	$1.00K	0.00%	+20	New
Twin Lakes Capital Management, LLC	23	$1.00K	0.00%	+23	New
Abound Wealth Management	20	$1.28K	0.00%	+20	New
PFS Partners, LLC	26	$1.63K	0.00%	+1+4.0%	Added
Johnson Financial Group, Inc.	35	$2.00K	0.00%	−870−96.1%	Reduced
Norway Savings Bank	30	$2.00K	0.00%	−50−62.5%	Reduced
Larson Financial Group LLC	39	$2.00K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	40	$2.00K	0.00%	−7−14.9%	Reduced
Zullo Investment Group, Inc.	36	$2.00K	0.00%	00.0%	Unchanged
Cribstone Capital Management, LLC	32	$2.00K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	25	$2.00K	0.00%	00.0%	Unchanged
HBC Financial Services, PLLC	27	$2.00K	0.00%	+20+285.7%	Added
American National Bank	31	$2.00K	0.00%	+31	New
Legend Financial Advisors, Inc.	34	$2.17K	0.00%	+34	New
Global Financial Private Client, LLC	37	$2.42K	0.00%	00.0%	Unchanged
Exchange Traded Concepts, LLC	48	$3.00K	0.00%	−8−14.3%	Reduced
Independence Bank of Kentucky	51	$3.00K	0.00%	00.0%	Unchanged
Ellis Investment Partners, LLC	61	$3.00K	0.00%	+1+1.7%	Added
Wolff Wiese Magana LLC	49	$3.00K	0.00%	+5+11.4%	Added
Valley National Advisers Inc	41	$3.00K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	45	$3.00K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	45	$3.00K	0.00%	00.0%	Unchanged
Schubert & Co	48	$3.00K	0.00%	+4+9.1%	Added
SJS Investment Consulting Inc.	49	$3.00K	0.00%	+49	New
WR Wealth Planners, LLC	50	$3.19K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	68	$4.00K	0.00%	00.0%	Unchanged
Tradition Wealth Management, LLC	65	$4.00K	0.00%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	50	$4.00K	0.00%	+50	New
Selective Wealth Management, Inc.	81	$5.00K	0.00%	−73−47.4%	Reduced
Kayne Anderson Rudnick Investment Management LLC	79	$5.00K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	83	$5.00K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	86	$5.00K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	75	$5.00K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	101	$6.00K	0.00%	−215−68.0%	Reduced
JJJ Advisors Inc.	97	$6.00K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	99	$6.00K	0.00%	−8−7.5%	Reduced
First Personal Financial Services	100	$6.00K	0.00%	00.0%	Unchanged
First PREMIER Bank	100	$6.00K	0.00%	00.0%	Unchanged
Jones Financial Companies LLLP	91	$6.00K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	114	$7.00K	0.00%	00.0%	Unchanged
Professional Financial Advisors, LLC	108	$7.00K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	108	$7.00K	0.01%	00.0%	Unchanged
Strategic Asset Management, LLC	111	$7.00K	0.01%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	114	$7.00K	0.01%	+114	New
Lumature Wealth Partners, LLC	121	$8.00K	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	142	$9.00K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	156	$10.0K	0.00%	−337−68.4%	Reduced
Edmond de Rothschild Holding S.A.	150	$10.0K	0.00%	−250−62.5%	Reduced
Sittner & Nelson, LLC	154	$10.0K	0.01%	−30−16.3%	Reduced
Annapolis Financial Services, LLC	150	$10.0K	0.00%	00.0%	Unchanged
Level Financial Advisors, Inc.	160	$10.0K	0.01%	00.0%	Unchanged
Operose Advisors LLC	150	$10.0K	0.01%	00.0%	Unchanged
Householder Group Estate & Retirement Specialist, LLC	169	$10.0K	0.00%	+169	New
Bell Investment Advisors, Inc	173	$11.0K	0.00%	−254−59.5%	Reduced
West Oak Capital, LLC	175	$11.0K	0.01%	00.0%	Unchanged
Westside Investment Management, Inc.	175	$11.0K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	175	$11.0K	0.00%	00.0%	Unchanged
MCF Advisors LLC	171	$11.0K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	172	$11.0K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	171	$11.0K	0.00%	+20+13.2%	Added
Financial Perspectives, Inc	180	$11.5K	0.01%	00.0%	Unchanged
Hall Laurie J Trustee	189	$12.0K	0.01%	00.0%	Unchanged
Core Alternative Capital	191	$12.0K	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	199	$12.0K	0.00%	+51+34.5%	Added
Versant Capital Management, Inc	198	$13.0K	0.01%	−112−36.1%	Reduced
Endurance Wealth Management, Inc.	205	$13.0K	0.00%	00.0%	Unchanged
Earnest Partners LLC	196	$13.0K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	199	$13.0K	0.01%	00.0%	Unchanged
Column Capital Advisors, LLC	216	$14.0K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	215	$14.0K	0.01%	00.0%	Unchanged
New England Asset Management Inc	226	$14.0K	0.00%	+226	New
DT Investment Partners, LLC	227	$14.0K	0.00%	+227	New
Plante Moran Financial Advisors, LLC	230	$15.0K	0.00%	−112−32.7%	Reduced
CNB Bank	237	$15.0K	0.01%	00.0%	Unchanged
West Bancorporation Inc	230	$15.0K	0.01%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	230	$15.0K	0.02%	00.0%	Unchanged
Cowa, LLC	230	$15.0K	0.01%	+230	New
Barrett & Company, Inc.	200	$15.7K	0.01%	+200	New
Cutler Group LP	253	$16.0K	0.00%	−309−55.0%	Reduced
Hallmark Capital Management Inc	250	$16.0K	0.00%	00.0%	Unchanged
Baldwin Brothers Inc	250	$16.0K	0.00%	00.0%	Unchanged
Osterweis Capital Management Inc	250	$16.0K	0.00%	+250	New
Kelly Financial Services LLC	262	$16.7K	0.01%	+1+0.4%	Added
Costello Asset Management, INC	262	$17.0K	0.02%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	261	$17.0K	0.00%	+27+11.5%	Added