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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 3,397 | $217.0K | 0.01% | −246−6.8% | Reduced |
| Deseret Mutual Benefit Administrators | 3,427 | $219.0K | 0.06% | −495−12.6% | Reduced |
| Covington Capital Management | 3,445 | $220.0K | 0.01% | −80−2.3% | Reduced |
| MEMBERS Trust Co | 3,461 | $221.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,478 | $222.0K | 0.04% | −8−0.2% | Reduced |
| First National Trust Co | 3,495 | $223.0K | 0.01% | −34−1.0% | Reduced |
| Valeo Financial Advisors, LLC | 3,511 | $224.0K | 0.01% | −12−0.3% | Reduced |
| TCTC Holdings, LLC | 3,507 | $224.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,523 | $225.0K | 0.18% | +10.0% | Added |
| Farmers National Bank | 3,530 | $225.2K | 0.09% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,541 | $226.0K | 0.02% | −672−16.0% | Reduced |
| Flputnam Investment Management Co | 3,546 | $226.0K | 0.01% | −341−8.8% | Reduced |
| Bard Financial Services, Inc. | 3,545 | $226.0K | 0.02% | −125−3.4% | Reduced |
| HBK Sorce Advisory LLC | 3,541 | $226.0K | 0.02% | +221+6.7% | Added |
| Riverwater Partners LLC | 3,563 | $227.0K | 0.23% | 00.0% | Unchanged |
| Surevest, LLC | 3,599 | $230.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,745 | $230.0K | 0.01% | +299+6.7% | Added |
| Fruth Investment Management | 3,628 | $231.0K | 0.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,643 | $232.0K | 0.01% | −374−9.3% | Reduced |
| CAPROCK Group, Inc. | 3,653 | $233.0K | 0.02% | −221−5.7% | Reduced |
| Kore Private Wealth LLC | 3,659 | $233.0K | 0.04% | −79−2.1% | Reduced |
| Washington Trust Advisors, Inc. | 3,641 | $233.0K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 3,673 | $234.0K | 0.05% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,671 | $234.0K | 0.10% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 3,689 | $235.0K | 0.06% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 3,728 | $238.0K | 0.09% | −5,200−58.2% | Reduced |
| Ossiam | 3,733 | $238.0K | 0.01% | +3,733 | New |
| Mountain Pacific Investment Advisers Inc | 3,744 | $239.0K | 0.02% | −67−1.8% | Reduced |
| David Loasby | 3,682 | $239.0K | 0.04% | +7+0.2% | Added |
| Profund Advisors LLC | 3,799 | $242.0K | 0.02% | +45+1.2% | Added |
| Northwest Bancshares, Inc. | 3,791 | $242.0K | 0.06% | +88+2.4% | Added |
| LVW Advisors, LLC | 3,806 | $243.0K | 0.05% | 00.0% | Unchanged |
| Bank of the West | 3,807 | $243.0K | 0.03% | +157+4.3% | Added |
| Atwood & Palmer Inc | 3,825 | $244.0K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,837 | $245.0K | 0.13% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 3,873 | $247.0K | 0.03% | −343−8.1% | Reduced |
| GYL Financial Synergies, LLC | 3,884 | $248.0K | 0.07% | +2+0.1% | Added |
| Industrial Alliance Investment Management Inc. | 3,899 | $249.0K | 0.01% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,932 | $251.0K | 0.05% | −150−3.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,926 | $251.0K | 0.06% | −16−0.4% | Reduced |
| Enterprise Financial Services Corp | 3,962 | $253.0K | 0.19% | −1,113−21.9% | Reduced |
| Aberdeen Wealth Management LLC | 3,974 | $254.0K | 0.22% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,990 | $255.0K | 0.02% | 00.0% | Unchanged |
| Bennicas & Associates, Inc. | 4,008 | $256.0K | 0.16% | −2,200−35.4% | Reduced |
| Founders Financial Securities LLC | 4,025 | $257.0K | 0.05% | +233+6.1% | Added |
| Ritholtz Wealth Management | 4,021 | $257.0K | 0.01% | +4,021 | New |
| South State Corp. | 4,041 | $258.0K | 0.03% | −318−7.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,040 | $258.0K | 0.08% | −226−5.3% | Reduced |
| Crestwood Advisors Group LLC | 4,069 | $260.0K | 0.01% | −867−17.6% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $261.0K | 0.08% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,107 | $262.0K | 0.01% | −16,404−80.0% | Reduced |
| Capital City Trust Co | 4,121 | $262.0K | 0.09% | −223−5.1% | Reduced |
| Azimuth Capital Investment Management LLC | 4,125 | $263.0K | 0.01% | −200−4.6% | Reduced |
| Webster Bank, N. A. | 4,140 | $264.0K | 0.04% | −50−1.2% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,151 | $265.0K | 0.11% | −3−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 4,193 | $268.0K | 0.03% | −276−6.2% | Reduced |
| NTV Asset Management LLC | 4,210 | $269.0K | 0.06% | +10.0% | Added |
| Concentric Wealth Management, LLC | 4,225 | $270.0K | 0.10% | 00.0% | Unchanged |
| First Western Trust Bank | 4,243 | $271.0K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,274 | $273.0K | 0.01% | −3,477−44.9% | Reduced |
| Sky Investment Group LLC | 4,296 | $274.0K | 0.07% | −47−1.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $274.0K | 0.12% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 4,288 | $274.0K | 0.07% | 00.0% | Unchanged |
| McDonald Partners LLC | 4,325 | $276.0K | 0.11% | −432−9.1% | Reduced |
| Ellevest, Inc. | 4,346 | $277.0K | 0.03% | −198−4.4% | Reduced |
| New England Guild Wealth Advisors, Inc. | 4,337 | $277.0K | 0.17% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,374 | $279.0K | 0.03% | +478+12.3% | Added |
| Maven Securities LTD | 4,417 | $282.0K | 0.01% | +4,417 | New |
| O'Shaughnessy Asset Management, LLC | 4,431 | $283.0K | 0.01% | −322−6.8% | Reduced |
| Everett Harris & Co | 4,460 | $285.0K | 0.01% | −2,550−36.4% | Reduced |
| Financial Advisory Group | 4,468 | $285.0K | 0.06% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 4,487 | $286.0K | 0.01% | −258−5.4% | Reduced |
| 55I, LLC | 4,482 | $286.0K | 0.01% | +4,482 | New |
| Verdence Capital Advisors LLC | 4,491 | $287.0K | 0.04% | −5,587−55.4% | Reduced |
| Bragg Financial Advisors, Inc | 4,493 | $287.0K | 0.02% | −165−3.5% | Reduced |
| Beck Mack & Oliver LLC | 4,547 | $290.0K | 0.01% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,542 | $290.0K | 0.19% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,491 | $290.0K | 0.01% | +753+20.1% | Added |
| Donaldson Capital Management, LLC | 4,555 | $291.0K | 0.02% | −314−6.4% | Reduced |
| Boston Trust Walden Corp | 4,579 | $292.0K | 0.00% | −250−5.2% | Reduced |
| Pointe Capital Management LLC | 4,576 | $292.0K | 0.23% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,576 | $292.0K | 0.04% | +496+12.2% | Added |
| St. Louis Trust Co | 4,317 | $292.0K | 0.08% | +1,317+43.9% | Added |
| Colonial Trust Advisors | 4,587 | $293.0K | 0.04% | +55+1.2% | Added |
| Washington Trust Co | 4,602 | $294.0K | 0.01% | −411−8.2% | Reduced |
| Flagship Harbor Advisors, LLC | 4,602 | $294.0K | 0.03% | −267−5.5% | Reduced |
| Sigma Planning Corp | 4,658 | $297.0K | 0.01% | −1,657−26.2% | Reduced |
| Schnieders Capital Management LLC | 4,652 | $297.0K | 0.08% | +4,652 | New |
| Foster & Motley Inc | 4,679 | $299.0K | 0.03% | −401−7.9% | Reduced |
| Stock Yards Bank & Trust Co | 4,716 | $301.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,562 | $302.0K | 0.00% | −642−12.3% | Reduced |
| Checchi Capital Advisers, LLC | 4,735 | $302.0K | 0.03% | +369+8.5% | Added |
| Baker Tilly Wealth Management, LLC | 4,741 | $302.0K | 0.04% | −32−0.7% | Reduced |
| ICW Investment Advisors LLC | 4,737 | $302.0K | 0.20% | +129+2.8% | Added |
| City Holding Co | 4,815 | $307.0K | 0.06% | −556−10.4% | Reduced |
| SeaCrest Wealth Management, LLC | 4,813 | $307.0K | 0.05% | +113+2.4% | Added |
| Signaturefd, LLC | 4,828 | $308.0K | 0.01% | +9+0.2% | Added |
| Chemung Canal Trust Co | 4,833 | $309.0K | 0.08% | +274+6.0% | Added |
| Exencial Wealth Advisors, LLC | 4,858 | $310.0K | 0.02% | −25−0.5% | Reduced |
| Symmetry Partners, LLC | 4,892 | $312.0K | 0.02% | 00.0% | Unchanged |