Skip to main content

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, 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
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ3 2022: $22.6B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$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
InstitutionSharesValue% of portfolioChange in sharesAction
Ramsay, Stattman, Vela & Price, Inc.0$00.00%−2,922−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−2,917−100.0%Sold out
Compton Capital Management Inc0$00.00%−2,897−100.0%Sold out
Conning Inc.0$00.00%−2,880−100.0%Sold out
Warther Private Wealth, LLC0$00.00%−2,843−100.0%Sold out
Shelton Capital Management0$00.00%−2,878−100.0%Sold out
Calamos Wealth Management LLC0$00.00%−2,873−100.0%Sold out
Tiedemann Advisors, LLC0$00.00%−2,857−100.0%Sold out
Institute for Wealth Management, LLC.0$00.00%−2,829−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−2,647−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−2,548−100.0%Sold out
Prospera Financial Services Inc0$00.00%−2,420−100.0%Sold out
CX Institutional0$00.00%−2,356−100.0%Sold out
Vectors Research Management, LLC0$00.00%−1,906−100.0%Sold out
Concord Wealth Partners0$00.00%−1,600−100.0%Sold out
First Bank & Trust0$00.00%−1,557−100.0%Sold out
ACG Wealth0$00.00%−1,363−100.0%Sold out
Chilton Capital Management LLC0$00.00%−1,260−100.0%Sold out
Northern Oak Wealth Management Inc0$00.00%−1,075−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−826−100.0%Sold out
Sageworth Trust Co of South Dakota0$00.00%−657−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−619−100.0%Sold out
Ahrens Investment Partners LLC0$00.00%−601−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−537−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−339−100.0%Sold out
Sierra Capital LLC0$00.00%−307−100.0%Sold out
Cyrus J. Lawrence, LLC0$00.00%−302−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−271−100.0%Sold out
Better Money Decisions, LLC0$00.00%−200−100.0%Sold out
HHM Wealth Advisors, LLC0$00.00%−167−100.0%Sold out
RWM Asset Management, LLC0$00.00%−98−100.0%Sold out
Curi Capital0$00.00%−97−100.0%Sold out
WFA of San Diego, LLC0$00.00%−75−100.0%Sold out
Steward Financial Group LLC0$00.00%−74−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−35−100.0%Sold out
Private Ocean, LLC0$00.00%−15−100.0%Sold out
Morton Brown Family Wealth, LLC0$00.00%−6−100.0%Sold out
Retirement Group, LLC0$00.00%−36−100.0%Sold out
HighPoint Advisor Group LLC––––Not filed
Advisor Partners LLC––––Not filed
Reynolds Investment Management, Inc.––––Not filed
B. Riley Wealth Management, Inc.––––Not filed
Quintet Private Bank (Europe) S.A.––––Not filed
Dixon Hubard Feinour & Brown Inc––––Not filed
Frontier Wealth Management LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
Altium Wealth Management LLC––––Not filed
NTB Financial Corp––––Not filed
Private Capital Group, LLC––––Not filed
Brewin Dolphin Ltd––––Not filed
Brewin Dolphin Wealth Management Ltd––––Not filed
HC Financial Advisors Inc––––Not filed
Fieldpoint Private Securities, LLC––––Not filed
Urban Wealth Management, LLC––––Not filed