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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 274 | $17.0K | 0.00% | +80+41.2% | Added |
| Glen Eagle Advisors, LLC | 295 | $18.8K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 300 | $19.0K | 0.01% | −30−9.1% | Reduced |
| Old Second National Bank of Aurora | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 294 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 321 | $20.0K | 0.01% | −199−38.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 313 | $20.0K | 0.00% | −49−13.5% | Reduced |
| Assetmark, Inc | 307 | $20.0K | 0.00% | −24−7.3% | Reduced |
| Clean Yield Group | 312 | $20.0K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 316 | $20.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 311 | $20.0K | 0.00% | +58+22.9% | Added |
| Antonetti Capital Management LLC | 325 | $21.0K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 335 | $21.4K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 340 | $22.0K | 0.01% | −112−24.8% | Reduced |
| Sargent Bickham Lagudis LLC | 337 | $22.0K | 0.00% | −50−12.9% | Reduced |
| Pflug Koory, LLC | 348 | $22.0K | 0.01% | −25−6.7% | Reduced |
| Compagnie Lombard Odier SCmA | 350 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 350 | $22.0K | 0.01% | 00.0% | Unchanged |
| Motco | 366 | $23.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 359 | $23.0K | 0.00% | −6−1.6% | Reduced |
| Truvestments Capital LLC | 366 | $23.0K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 360 | $23.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 379 | $24.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 375 | $24.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 393 | $25.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 394 | $25.0K | 0.02% | +1+0.3% | Added |
| TFC Financial Management | 387 | $25.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 386 | $25.0K | 0.01% | +39+11.2% | Added |
| Community Bank, N.A. | 400 | $26.0K | 0.00% | −600−60.0% | Reduced |
| SRS Capital Advisors, Inc. | 414 | $26.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 401 | $26.0K | 0.00% | +1+0.3% | Added |
| Front Row Advisors LLC | 408 | $26.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 415 | $26.0K | 0.01% | −2−0.5% | Reduced |
| Pinnacle Financial Partners Inc | 417 | $27.0K | 0.00% | +300+256.4% | Added |
| BerganKDV Wealth Management, LLC | 432 | $28.0K | 0.00% | −124−22.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 456 | $29.0K | 0.00% | −1,800−79.8% | Reduced |
| Norwood Financial Corp | 470 | $30.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 472 | $30.0K | 0.01% | +40+9.3% | Added |
| Accel Wealth Management | 448 | $30.0K | 0.02% | +65+17.0% | Added |
| Cary Street Partners Asset Management LLC | 472 | $30.0K | 0.01% | +472 | New |
| Trustcore Financial Services, LLC | 479 | $31.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 506 | $32.0K | 0.04% | −300−37.2% | Reduced |
| Missouri Trust & Investment Co | 503 | $32.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 500 | $32.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 516 | $33.0K | 0.01% | +64+14.2% | Added |
| Old North State Trust, LLC | 524 | $33.0K | 0.03% | +524 | New |
| Atticus Wealth Management, LLC | 476 | $34.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 572 | $36.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 559 | $36.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 565 | $36.0K | 0.00% | +513+986.5% | Added |
| Baystate Wealth Management LLC | 593 | $38.0K | 0.00% | −454−43.4% | Reduced |
| Key Financial Inc | 602 | $38.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 596 | $38.0K | 0.02% | +2+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 592 | $38.0K | 0.01% | +1+0.2% | Added |
| AdvisorNet Financial, Inc | 594 | $38.0K | 0.00% | +15+2.6% | Added |
| Parallax Volatility Advisers, L.P. | 599 | $38.0K | 0.00% | +599 | New |
| TCI Wealth Advisors, Inc. | 608 | $39.0K | 0.01% | +29+5.0% | Added |
| Capital Analysts, LLC | 635 | $40.0K | 0.00% | −23−3.5% | Reduced |
| Beacon Capital Management, LLC | 598 | $42.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 690 | $44.0K | 0.04% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 682 | $44.0K | 0.03% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 718 | $46.0K | 0.03% | −182−20.2% | Reduced |
| Quent Capital, LLC | 720 | $46.0K | 0.01% | +19+2.7% | Added |
| Bellevue Asset Management, LLC | 716 | $47.0K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 759 | $48.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,976 | $48.0K | 0.01% | 00.0% | Unchanged |
| Oakmont Corp | 769 | $49.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 789 | $50.0K | 0.04% | +530+204.6% | Added |
| Veritas Investment Partners (UK) Ltd. | 800 | $51.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 825 | $53.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 827 | $53.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $53.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 834 | $53.2K | 0.03% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 834 | $53.4K | 0.03% | +1+0.1% | Added |
| Eagle Bay Advisors LLC | 843 | $54.0K | 0.03% | −39−4.4% | Reduced |
| Investors Asset Management of Georgia Inc | 853 | $54.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 862 | $55.0K | 0.00% | −241−21.8% | Reduced |
| Clear Street Markets LLC | 880 | $56.0K | 0.01% | −4−0.5% | Reduced |
| PrairieView Partners, LLC | 872 | $56.0K | 0.01% | 00.0% | Unchanged |
| Wilen Investment Management Corp. | 946 | $60.0K | 0.06% | 00.0% | Unchanged |
| Crewe Advisors LLC | 963 | $61.0K | 0.01% | +4+0.4% | Added |
| Hudock, Inc. | 963 | $61.0K | 0.02% | +3+0.3% | Added |
| Glassman Wealth Services | 961 | $61.0K | 0.01% | +88+10.1% | Added |
| Horan Securities, Inc. | 966 | $62.0K | 0.04% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 960 | $62.0K | 0.06% | +5+0.5% | Added |
| Hazlett, Burt & Watson, Inc. | 991 | $63.0K | 0.06% | −20−2.0% | Reduced |
| Hanson & Doremus Investment Management | 1,010 | $64.0K | 0.02% | −206−16.9% | Reduced |
| DuPont Capital Management Corp | 1,023 | $65.0K | 0.00% | −254−19.9% | Reduced |
| Zions Bancorporation, N.A. | 1,017 | $65.0K | 0.01% | −3−0.3% | Reduced |
| CoreFirst Bank & Trust | 1,019 | $65.0K | 0.06% | −1−0.1% | Reduced |
| Atlantic Trust, LLC | 1,019 | $65.0K | 0.02% | +1,019 | New |
| Mark Sheptoff Financial Planning, LLC | 1,051 | $67.0K | 0.04% | −627−37.4% | Reduced |
| FourThought Financial, LLC | 1,048 | $67.0K | 0.01% | −34−3.1% | Reduced |
| Ulland Investment Advisors, LLC | 1,049 | $67.0K | 0.07% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,071 | $68.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,079 | $69.0K | 0.00% | +3+0.3% | Added |
| Oakworth Capital, Inc. | 1,086 | $69.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 1,076 | $69.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,076 | $69.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,103 | $70.0K | 0.01% | +25+2.3% | Added |