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 |
|---|---|---|---|---|---|
| Chicago Capital, LLC | 7,005 | $447.0K | 0.03% | −313−4.3% | Reduced |
| Ascension Asset Management LLC | 7,014 | $447.0K | 0.35% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 7,000 | $447.0K | 0.04% | +385+5.8% | Added |
| Atria Wealth Solutions, Inc. | 7,016 | $447.6K | 0.01% | −86−1.2% | Reduced |
| Cypress Capital Group | 7,103 | $453.0K | 0.08% | −3,375−32.2% | Reduced |
| BKD Wealth Advisors, LLC | 7,089 | $453.0K | 0.02% | −206−2.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 7,038 | $453.0K | 0.03% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 6,844 | $458.4K | 0.01% | −898−11.6% | Reduced |
| Ar Asset Management Inc | 7,200 | $459.0K | 0.14% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,233 | $461.0K | 0.01% | +777+12.0% | Added |
| Thornburg Investment Management Inc | 7,284 | $465.0K | 0.01% | −680,791−98.9% | Reduced |
| Ameritas Investment Partners, Inc. | 7,440 | $473.0K | 0.02% | −656−8.1% | Reduced |
| Curated Wealth Partners LLC | 7,493 | $478.0K | 0.14% | 00.0% | Unchanged |
| Stevens Capital Management LP | 7,498 | $478.0K | 0.31% | +4,499+150.0% | Added |
| National Asset Management, Inc. | 7,526 | $482.0K | 0.01% | +1,354+21.9% | Added |
| ELCO Management Co., LLC | 7,634 | $487.0K | 0.39% | +6+0.1% | Added |
| Amussen Hunsaker Associates LLC | 7,014 | $490.0K | 0.14% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7,708 | $492.0K | 0.01% | −500−6.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,781 | $496.0K | 0.07% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 7,825 | $499.2K | 0.51% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,064 | $514.5K | 0.05% | +8,064 | New |
| Security National Bank of So Dak | 8,083 | $516.0K | 0.46% | +158+2.0% | Added |
| Simmons Bank | 8,131 | $519.0K | 0.05% | −244−2.9% | Reduced |
| Pinnacle Associates Ltd | 8,167 | $521.0K | 0.01% | +455+5.9% | Added |
| Central Trust Co | 8,212 | $523.0K | 0.02% | −85−1.0% | Reduced |
| Guinness Atkinson Asset Management Inc | 8,219 | $524.0K | 0.33% | −654−7.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,254 | $527.0K | 0.20% | −552−6.3% | Reduced |
| Waters Parkerson & Co., LLC | 8,280 | $528.0K | 0.04% | 00.0% | Unchanged |
| Field & Main Bank | 8,344 | $532.0K | 0.36% | −470−5.3% | Reduced |
| Parallel Advisors, LLC | 8,348 | $533.0K | 0.02% | +423+5.3% | Added |
| Federated Hermes, Inc. | 8,409 | $537.0K | 0.00% | −1,775−17.4% | Reduced |
| Snowden Capital Advisors LLC | 8,500 | $542.0K | 0.02% | −165−1.9% | Reduced |
| Toroso Investments, LLC | 8,523 | $544.0K | 0.02% | −2,456−22.4% | Reduced |
| Stephens Inc | 8,561 | $546.0K | 0.01% | −5−0.1% | Reduced |
| Home Federal Bank of Tennessee | 8,645 | $552.0K | 0.23% | −25−0.3% | Reduced |
| Romano Brothers and Company | 8,656 | $552.0K | 0.09% | +8,656 | New |
| Keeley-Teton Advisors, LLC | 8,719 | $556.0K | 0.08% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 8,780 | $560.0K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 8,772 | $560.0K | 0.02% | +850+10.7% | Added |
| Wedmont Private Capital | 8,835 | $564.0K | 0.11% | +4,688+113.0% | Added |
| AE Wealth Management LLC | 8,861 | $565.0K | 0.00% | +270+3.1% | Added |
| Philadelphia Trust Co | 8,904 | $568.0K | 0.06% | −45−0.5% | Reduced |
| Glenview Trust Co | 9,117 | $581.0K | 0.02% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 9,140 | $583.0K | 0.02% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 9,168 | $585.0K | 0.15% | +200+2.2% | Added |
| Argent Trust Co | 9,200 | $587.0K | 0.04% | −35−0.4% | Reduced |
| MQS Management LLC | 9,356 | $597.0K | 0.39% | +9,356 | New |
| Williams Jones Wealth Management, LLC. | 9,365 | $598.0K | 0.01% | −18−0.2% | Reduced |
| Fractal Investments LLC | 9,400 | $600.0K | 0.16% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 9,425 | $601.0K | 0.03% | −87−0.9% | Reduced |
| Johnson Investment Counsel Inc | 9,655 | $616.0K | 0.01% | −314−3.1% | Reduced |
| Moody National Bank Trust Division | 9,760 | $622.0K | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 9,794 | $625.0K | 0.01% | −2,736−21.8% | Reduced |
| Gamco Investors, Inc. Et Al | 9,834 | $627.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 9,893 | $631.0K | 0.05% | +10.0% | Added |
| Canal Insurance CO | 10,000 | $638.0K | 0.19% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,049 | $641.0K | 0.02% | −129−1.3% | Reduced |
| Empirical Finance, LLC | 10,086 | $643.0K | 0.08% | +1,704+20.3% | Added |
| Beacon Pointe Advisors, LLC | 9,977 | $646.0K | 0.01% | −1,221−10.9% | Reduced |
| Arden Trust Co | 10,149 | $647.0K | 0.16% | −220−2.1% | Reduced |
| TD Private Client Wealth LLC | 10,230 | $652.7K | 0.03% | +221+2.2% | Added |
| Vestmark Advisory Solutions, Inc. | 10,271 | $655.0K | 0.04% | −452−4.2% | Reduced |
| Abbrea Capital, LLC | 10,271 | $655.0K | 0.12% | −90−0.9% | Reduced |
| Park Avenue Securities LLC | 10,268 | $655.0K | 0.01% | +2,062+25.1% | Added |
| Bluestein R H & Co | 10,415 | $664.0K | 0.04% | +300+3.0% | Added |
| IMA Wealth, Inc. | 10,433 | $666.0K | 0.18% | −131−1.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 10,504 | $670.0K | 0.10% | −3,034−22.4% | Reduced |
| CWM, LLC | 10,687 | $682.0K | 0.01% | +2,588+32.0% | Added |
| Old National Bancorp | 10,811 | $690.0K | 0.02% | −382−3.4% | Reduced |
| Cloverfields Capital Group, LP | 10,879 | $694.0K | 0.23% | +138+1.3% | Added |
| Bollard Group LLC | 11,072 | $706.0K | 0.03% | −81−0.7% | Reduced |
| Principle Wealth Partners LLC | 11,090 | $708.0K | 0.09% | −50−0.4% | Reduced |
| Advisor Partners II, LLC | 11,162 | $712.0K | 0.05% | +11,162 | New |
| Resources Investment Advisors, LLC. | 11,177 | $713.0K | 0.03% | −27−0.2% | Reduced |
| Point72 Hong Kong Ltd | 11,229 | $716.0K | 0.04% | +11,229 | New |
| Marble Harbor Investment Counsel, LLC | 11,583 | $739.0K | 0.11% | −108−0.9% | Reduced |
| Blair William & Co | 11,624 | $742.0K | 0.00% | +1,521+15.1% | Added |
| Van Hulzen Asset Management, LLC | 11,650 | $743.0K | 0.09% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 11,660 | $744.0K | 0.01% | +2,870+32.7% | Added |
| Natixis Investment Managers International | 11,915 | $760.0K | 0.06% | +680+6.1% | Added |
| Neville Rodie & Shaw Inc | 12,129 | $774.0K | 0.08% | −403−3.2% | Reduced |
| Raymond James Trust N.A. | 12,262 | $782.0K | 0.03% | −456−3.6% | Reduced |
| Cetera Advisors LLC | 12,295 | $784.0K | 0.02% | −132−1.1% | Reduced |
| Trust Co of Toledo NA | 12,448 | $794.0K | 0.15% | −312−2.4% | Reduced |
| Bessemer Group Inc | 12,610 | $805.0K | 0.00% | +4,112+48.4% | Added |
| D.A. Davidson & Co. | 12,636 | $807.0K | 0.01% | −447−3.4% | Reduced |
| Regentatlantic Capital LLC | 12,947 | $826.0K | 0.02% | +129+1.0% | Added |
| Burney Co | 12,973 | $828.0K | 0.05% | −1,001−7.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $829.0K | 0.14% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 13,182 | $841.0K | 0.59% | −175−1.3% | Reduced |
| First Hawaiian Bank | 13,193 | $842.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 13,298 | $848.0K | 0.01% | +4,183+45.9% | Added |
| Rafferty Asset Management, LLC | 13,357 | $852.0K | 0.01% | +13,357 | New |
| Dowling & Yahnke LLC | 13,363 | $853.0K | 0.04% | −284−2.1% | Reduced |
| Inverness Counsel LLC | 13,432 | $857.0K | 0.05% | +1,131+9.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 13,506 | $861.7K | 0.34% | −889−6.2% | Reduced |
| Investment Management of Virginia LLC | 13,619 | $869.0K | 0.19% | +120+0.9% | Added |
| Goelzer Investment Management, Inc. | 13,706 | $874.0K | 0.09% | +614+4.7% | Added |
| Bartlett & Co. Wealth Management LLC | 13,823 | $882.0K | 0.02% | −300−2.1% | Reduced |
| Bartlett & Co. LLC | 13,823 | $882.0K | 0.02% | −300−2.1% | Reduced |