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 |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 1,091 | $73.0K | 0.02% | 00.0% | Unchanged |
| Tevis Investment Management | 1,159 | $74.0K | 0.07% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,175 | $75.0K | 0.06% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,184 | $75.5K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,188 | $75.8K | 0.03% | −7−0.6% | Reduced |
| Geneos Wealth Management Inc. | 1,198 | $76.0K | 0.01% | −1,594−57.1% | Reduced |
| Fortis Advisors, LLC | 1,200 | $77.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,083 | $77.0K | 0.01% | −91−7.8% | Reduced |
| Alta Advisers Ltd | 1,200 | $77.0K | 0.05% | +1,200 | New |
| Piscataqua Savings Bank | 1,219 | $78.0K | 0.07% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 1,231 | $79.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,243 | $79.0K | 0.03% | +56+4.7% | Added |
| Itau Unibanco Holding S.A. | 1,242 | $79.0K | 0.00% | +1,242 | New |
| Stephenson National Bank & Trust | 1,261 | $80.0K | 0.06% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,273 | $81.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,299 | $83.0K | 0.04% | −358−21.6% | Reduced |
| City State Bank | 1,304 | $83.0K | 0.06% | −13−1.0% | Reduced |
| Center for Financial Planning, Inc. | 1,340 | $85.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $86.0K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,364 | $87.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,271 | $90.0K | 0.00% | +29+2.3% | Added |
| Mascoma Wealth Management LLC | 1,425 | $91.0K | 0.03% | −21−1.5% | Reduced |
| Ironwood Wealth Management, LLC. | 1,323 | $93.0K | 0.04% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,478 | $94.0K | 0.01% | +839+131.3% | Added |
| Harbour Investments, Inc. | 1,362 | $96.0K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $96.0K | 0.17% | – | New |
| North Star Investment Management Corp. | 1,520 | $97.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,573 | $100.0K | 0.08% | −21−1.3% | Reduced |
| Proequities, Inc. | 1,582 | $101.0K | 0.01% | +83+5.5% | Added |
| Bank of New Hampshire | 1,596 | $102.0K | 0.03% | −64−3.9% | Reduced |
| Acadian Asset Management LLC | 1,611 | $102.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,625 | $104.0K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,647 | $105.1K | 0.02% | −270−14.1% | Reduced |
| Massmutual Trust Co FSB | 1,659 | $106.0K | 0.00% | +7+0.4% | Added |
| Bangor Savings Bank | 1,730 | $111.0K | 0.01% | −500−22.4% | Reduced |
| BDO Wealth Advisors, LLC | 1,791 | $114.0K | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,795 | $115.0K | 0.01% | +1+0.1% | Added |
| Leonteq Securities AG | 1,859 | $118.6K | 0.01% | −225−10.8% | Reduced |
| Neo Ivy Capital Management | 1,871 | $119.0K | 0.31% | +1,871 | New |
| Smithfield Trust Co | 1,855 | $121.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,897 | $121.0K | 0.01% | +1,897 | New |
| Penserra Capital Management LLC | 2,024 | $129.0K | 0.00% | +52+2.6% | Added |
| Belpointe Asset Management LLC | 2,031 | $130.0K | 0.01% | +113+5.9% | Added |
| EverSource Wealth Advisors, LLC | 2,026 | $130.0K | 0.03% | +318+18.6% | Added |
| Manchester Capital Management LLC | 2,062 | $132.0K | 0.02% | −28−1.3% | Reduced |
| First Financial Corp | 2,138 | $137.0K | 0.09% | +8+0.4% | Added |
| Gamble Jones Investment Counsel | 2,153 | $137.0K | 0.01% | +2,153 | New |
| Thomas White International Ltd | 2,170 | $138.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 2,231 | $142.0K | 0.00% | −41−1.8% | Reduced |
| Logan Capital Management Inc | 2,255 | $144.0K | 0.01% | −147−6.1% | Reduced |
| Cypress Capital Management LLC (WY) | 2,280 | $145.0K | 0.21% | 00.0% | Unchanged |
| Resources Management Corp | 2,301 | $147.0K | 0.03% | −125−5.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,308 | $147.0K | 0.09% | +10.0% | Added |
| Optimum Investment Advisors | 2,325 | $148.0K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,340 | $149.0K | 0.09% | +1,104+89.3% | Added |
| Arrow Financial Corp | 2,403 | $154.0K | 0.02% | −15−0.6% | Reduced |
| Asset Dedication, LLC | 2,479 | $162.0K | 0.02% | −10.0% | Reduced |
| Anchor Investment Management, LLC | 2,615 | $166.8K | 0.03% | −65−2.4% | Reduced |
| Adirondack Trust Co | 2,677 | $171.0K | 0.10% | +35+1.3% | Added |
| Proffitt & Goodson Inc | 2,703 | $172.0K | 0.04% | +274+11.3% | Added |
| Colonial Trust Co | 2,721 | $174.0K | 0.06% | +2,721 | New |
| Archer Investment Corp | 2,333 | $185.0K | 0.08% | +2,022+650.2% | Added |
| Sentry Investment Management LLC | 2,899 | $185.0K | 0.09% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,895 | $185.0K | 0.01% | +10.0% | Added |
| Quadrant Capital Group LLC | 2,898 | $185.0K | 0.02% | +69+2.4% | Added |
| Legacy Bridge, LLC | 2,911 | $186.0K | 0.15% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,969 | $189.0K | 0.01% | −507−14.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,960 | $189.0K | 0.04% | −113−3.7% | Reduced |
| Laurel Wealth Advisors LLC | 2,957 | $189.0K | 0.05% | −90−3.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,998 | $191.0K | 0.00% | −209−6.5% | Reduced |
| Systematic Financial Management LP | 3,000 | $191.0K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $191.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,072 | $196.0K | 0.03% | −373−10.8% | Reduced |
| Oppenheimer Asset Management Inc. | 3,124 | $200.0K | 0.00% | −110−3.4% | Reduced |
| Sequoia Financial Advisors, LLC | 3,150 | $201.0K | 0.01% | −288−8.4% | Reduced |
| Tiemann Investment Advisors, LLC | 3,174 | $203.0K | 0.13% | −1,375−30.2% | Reduced |
| Meridian Wealth Management, LLC | 3,182 | $203.0K | 0.02% | −158−4.7% | Reduced |
| Court Place Advisors, LLC | 3,187 | $203.0K | 0.08% | −136−4.1% | Reduced |
| Resonant Capital Advisors, LLC | 3,186 | $203.0K | 0.03% | +15+0.5% | Added |
| Institutional & Family Asset Management, LLC | 3,201 | $204.0K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,889 | $204.0K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 3,210 | $205.0K | 0.01% | −6,660−67.5% | Reduced |
| Sun Life Financial INC | 3,233 | $206.0K | 0.02% | −633−16.4% | Reduced |
| Centaurus Financial, Inc. | 3,224 | $206.0K | 0.02% | −79−2.4% | Reduced |
| Security National Bank | 3,226 | $206.0K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,294 | $210.0K | 0.01% | −410−11.1% | Reduced |
| Atlantic Union Bankshares Corp | 3,310 | $211.0K | 0.02% | −4,750−58.9% | Reduced |
| Defined Wealth Management, LLC | 3,310 | $211.0K | 0.23% | 00.0% | Unchanged |
| Rothschild Investment Corp | 3,303 | $211.0K | 0.02% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,312 | $211.0K | 0.05% | +3,312 | New |
| Gillespie Robinson & Grimm Inc | 3,332 | $213.0K | 0.02% | −125−3.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,344 | $213.0K | 0.02% | −25−0.7% | Reduced |
| Apollon Wealth Management, LLC | 3,339 | $213.0K | 0.02% | +465+16.2% | Added |
| Credit Agricole S A | 3,340 | $213.0K | 0.01% | +3,340 | New |
| Keebeck Alpha, LP | 3,353 | $214.0K | 0.12% | +3,353 | New |
| Chicago Trust Co NA | 3,365 | $215.0K | 0.06% | −34−1.0% | Reduced |
| Wade G W & Inc | 3,372 | $215.0K | 0.01% | +40+1.2% | Added |
| Boyd Watterson Asset Management LLC | 3,388 | $216.0K | 0.10% | +150+4.6% | Added |
| Virginia Retirement Systems Et Al | 3,400 | $216.9K | 0.00% | +3,400 | New |
| Moneta Group Investment Advisors LLC | 3,401 | $217.0K | 0.01% | −448−11.6% | Reduced |