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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 4,910 | $313.0K | 0.05% | −59−1.2% | Reduced |
| Choate Investment Advisors | 4,916 | $314.0K | 0.02% | −217−4.2% | Reduced |
| Wedbush Securities Inc | 4,945 | $315.0K | 0.02% | −175−3.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,940 | $315.0K | 0.03% | +126+2.6% | Added |
| Western Wealth Management, LLC | 5,005 | $316.0K | 0.02% | −1,407−21.9% | Reduced |
| Bath Savings Trust Co | 4,958 | $316.0K | 0.04% | +68+1.4% | Added |
| Boothbay Fund Management, LLC | 4,982 | $318.0K | 0.01% | +4,982 | New |
| Tucker Asset Management LLC | 4,508 | $318.4K | 0.10% | −63−1.4% | Reduced |
| 1st Source Bank | 5,003 | $319.0K | 0.02% | −437−8.0% | Reduced |
| Gifford Fong Associates | 5,000 | $319.0K | 0.08% | 00.0% | Unchanged |
| Excalibur Management Corp | 5,037 | $321.0K | 0.18% | −49−1.0% | Reduced |
| Trust Co of Virginia | 5,109 | $326.0K | 0.04% | −725−12.4% | Reduced |
| Journey Advisory Group, LLC | 5,120 | $327.0K | 0.08% | −672−11.6% | Reduced |
| Fiduciary Group LLC | 4,323 | $327.0K | 0.04% | −238−5.2% | Reduced |
| Country Club Bank | 5,085 | $328.0K | 0.03% | +53+1.1% | Added |
| Graham Capital Management, L.P. | 5,156 | $328.0K | 0.01% | +5,156 | New |
| Pitcairn Co | 5,151 | $329.0K | 0.04% | −78−1.5% | Reduced |
| Lafayette Investments, Inc. | 5,177 | $330.0K | 0.10% | +41+0.8% | Added |
| Cigna Investments Inc | 5,183 | $331.0K | 0.07% | −267−4.9% | Reduced |
| Charter Trust Co | 5,181 | $331.0K | 0.03% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 5,197 | $332.0K | 0.19% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 5,219 | $333.0K | 0.03% | +166+3.3% | Added |
| Meeder Asset Management Inc | 5,216 | $333.0K | 0.02% | +454+9.5% | Added |
| Freestone Capital Holdings, LLC | 5,230 | $334.0K | 0.02% | −119−2.2% | Reduced |
| Dividend Assets Capital, LLC | 5,230 | $334.0K | 0.08% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 5,270 | $336.0K | 0.02% | −13−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,259 | $336.0K | 0.04% | +19+0.4% | Added |
| Cooper Financial Group | 5,264 | $336.0K | 0.12% | +689+15.1% | Added |
| Westport Asset Management Inc | 4,127 | $338.0K | 0.21% | 00.0% | Unchanged |
| Lincoln National Corp | 5,299 | $338.0K | 0.01% | −277−5.0% | Reduced |
| Lindbrook Capital, LLC | 5,297 | $338.0K | 0.06% | +9+0.2% | Added |
| Spearhead Capital Advisors, LLC | 5,294 | $338.0K | 0.37% | +295+5.9% | Added |
| Cambridge Trust Co | 5,331 | $341.0K | 0.02% | +118+2.3% | Added |
| Courier Capital LLC | 5,449 | $348.0K | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,492 | $350.0K | 0.02% | −193−3.4% | Reduced |
| HB Wealth Management, LLC | 5,481 | $350.0K | 0.01% | +366+7.2% | Added |
| OPSEU Pension Plan Trust Fund | 5,371 | $351.0K | 0.09% | −64−1.2% | Reduced |
| Fulton Bank, N.A. | 5,526 | $353.0K | 0.02% | +358+6.9% | Added |
| swisspartners Ltd. | 5,593 | $357.0K | 0.37% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 5,636 | $360.0K | 0.02% | −204−3.5% | Reduced |
| Shayne & Co., LLC | 5,655 | $361.0K | 0.23% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 5,637 | $361.0K | 0.00% | −10.0% | Reduced |
| XTX Topco Ltd | 5,677 | $362.0K | 0.09% | +5,677 | New |
| Harel Insurance Investments & Financial Services Ltd. | 5,686 | $367.0K | 0.01% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 5,772 | $368.0K | 0.22% | −99−1.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,785 | $369.0K | 0.03% | +429+8.0% | Added |
| Umb Bank N A | 5,832 | $372.0K | 0.01% | −2,494−30.0% | Reduced |
| Soltis Investment Advisors LLC | 5,849 | $373.0K | 0.06% | +2,870+96.3% | Added |
| Monterey Private Wealth, Inc. | 5,794 | $374.0K | 0.22% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,877 | $375.0K | 0.02% | −15−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,897 | $376.0K | 0.00% | +5,897 | New |
| Garrison Point Advisors, LLC | 5,956 | $380.0K | 0.34% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,984 | $382.0K | 0.02% | +205+3.5% | Added |
| GHP Investment Advisors, Inc. | 6,006 | $383.0K | 0.03% | −1,407−19.0% | Reduced |
| Forte Capital LLC | 5,999 | $383.0K | 0.07% | −22−0.4% | Reduced |
| Meridian Management Co | 6,002 | $383.0K | 0.15% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 5,996 | $383.0K | 0.44% | +5,996 | New |
| Cetera Investment Advisers | 6,035 | $385.0K | 0.01% | −484−7.4% | Reduced |
| Moors & Cabot, Inc. | 6,034 | $385.0K | 0.03% | −317−5.0% | Reduced |
| Kingsview Wealth Management, LLC | 6,063 | $387.0K | 0.02% | −315−4.9% | Reduced |
| Integrated Wealth Concepts LLC | 6,102 | $389.0K | 0.01% | −137−2.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,135 | $391.0K | 0.02% | −2,724−30.7% | Reduced |
| Kraematon Investment Advisors, Inc | 6,128 | $391.0K | 0.50% | −384−5.9% | Reduced |
| Sovereign Financial Group, Inc. | 6,132 | $391.0K | 0.16% | −34−0.6% | Reduced |
| Security National Bank of Sioux City Iowa | 6,170 | $393.0K | 0.35% | +10+0.2% | Added |
| American Portfolios Advisors | 6,163 | $393.2K | 0.02% | −91−1.5% | Reduced |
| Aull & Monroe Investment Management Corp | 6,176 | $394.0K | 0.22% | −625−9.2% | Reduced |
| Holderness Investments Co | 6,192 | $395.0K | 0.18% | −31−0.5% | Reduced |
| Means Investment Co., Inc. | 6,185 | $395.0K | 0.09% | 00.0% | Unchanged |
| Wendell David Associates Inc | 6,202 | $396.0K | 0.05% | −25−0.4% | Reduced |
| Machina Capital S.A.S. | 6,203 | $396.0K | 0.84% | +3,094+99.5% | Added |
| Graypoint LLC | 6,254 | $399.0K | 0.05% | −399−6.0% | Reduced |
| Metis Global Partners, LLC | 6,282 | $400.0K | 0.06% | −76−1.2% | Reduced |
| YorkBridge Wealth Partners, LLC | 6,284 | $401.0K | 0.10% | +220+3.6% | Added |
| Salem Investment Counselors Inc | 6,353 | $405.0K | 0.02% | −610−8.8% | Reduced |
| Patten & Patten Inc | 6,370 | $406.0K | 0.04% | −21−0.3% | Reduced |
| Ahl Investment Management, Inc. | 6,369 | $406.0K | 0.42% | −5−0.1% | Reduced |
| Amica Retiree Medical Trust | 6,375 | $407.0K | 0.51% | −983−13.4% | Reduced |
| River Wealth Advisors LLC | 6,389 | $408.0K | 0.09% | −604−8.6% | Reduced |
| Mutual Advisors, LLC | 6,424 | $410.0K | 0.02% | +191+3.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,442 | $411.0K | 0.02% | −640−9.0% | Reduced |
| Montag A & Associates Inc | 6,446 | $411.0K | 0.03% | −43−0.7% | Reduced |
| Caldwell Trust Co | 6,461 | $412.2K | 0.06% | −17−0.3% | Reduced |
| Optas, LLC | 6,455 | $413.0K | 0.18% | +59+0.9% | Added |
| Silver Oak Securities, Inc | 5,162 | $414.6K | 0.09% | +5,162 | New |
| Stratos Wealth Partners, LTD. | 6,535 | $417.0K | 0.01% | −192−2.9% | Reduced |
| Tower Bridge Advisors | 6,558 | $418.4K | 0.04% | −153−2.3% | Reduced |
| Busey Wealth Management | 6,689 | $427.0K | 0.02% | −1,150−14.7% | Reduced |
| Headinvest, LLC | 6,732 | $430.0K | 0.10% | −7−0.1% | Reduced |
| Banque Cantonale Vaudoise | 6,765 | $431.0K | 0.02% | −15,650−69.8% | Reduced |
| Parsec Financial Management, Inc. | 6,753 | $431.0K | 0.02% | −247−3.5% | Reduced |
| Allred Capital Management, LLC | 6,812 | $434.0K | 0.27% | −127−1.8% | Reduced |
| Prudential PLC | 6,848 | $437.0K | 0.01% | +713+11.6% | Added |
| Baldwin Investment Management, LLC | 6,858 | $438.0K | 0.17% | −200−2.8% | Reduced |
| Wealthspire Advisors, LLC | 6,868 | $438.0K | 0.01% | +6,868 | New |
| Fort, L.P. | 6,917 | $441.0K | 0.55% | −4,160−37.6% | Reduced |
| Winton Group Ltd | 6,924 | $442.0K | 0.03% | +6,924 | New |
| NorthCrest Asset Manangement, LLC | 6,943 | $443.0K | 0.02% | +1,222+21.4% | Added |
| Westhampton Capital, LLC | 6,962 | $444.0K | 0.33% | 00.0% | Unchanged |
| Valley Brook Capital Group | 6,977 | $445.0K | 0.49% | 00.0% | Unchanged |