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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 14,034 | $895.0K | 0.15% | +2,790+24.8% | Added |
| Northwestern Mutual Wealth Management Co | 14,078 | $898.0K | 0.00% | −1,979−12.3% | Reduced |
| Worldquant Millennium Advisors LLC | 14,179 | $905.0K | 0.02% | −191,799−93.1% | Reduced |
| NBT Bank N A | 14,248 | $909.0K | 0.15% | −699−4.7% | Reduced |
| Parsons Capital Management Inc | 14,569 | $929.0K | 0.08% | +26+0.2% | Added |
| Systematic Alpha Investments, LLC | 14,610 | $932.0K | 0.06% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,688 | $937.0K | 0.01% | −179−1.2% | Reduced |
| Cerity Partners LLC | 14,742 | $942.0K | 0.01% | −558−3.6% | Reduced |
| Woodstock Corp | 14,792 | $944.0K | 0.14% | −3,249−18.0% | Reduced |
| Essex Financial Services, Inc. | 14,818 | $945.0K | 0.11% | −714−4.6% | Reduced |
| TrimTabs Asset Management, LLC | 14,868 | $948.0K | 0.65% | −2,920−16.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 15,000 | $957.0K | 0.26% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 15,060 | $961.0K | 0.09% | +615+4.3% | Added |
| Whittier Trust Co | 15,200 | $970.0K | 0.02% | −778−4.9% | Reduced |
| Birch Hill Investment Advisors LLC | 15,355 | $980.0K | 0.07% | −275−1.8% | Reduced |
| Guggenheim Capital LLC | 15,452 | $986.0K | 0.01% | +710+4.8% | Added |
| CIBC World Markets Inc. | 15,497 | $989.0K | 0.00% | +2,226+16.8% | Added |
| United Services Automobile Association | 15,559 | $992.0K | 0.03% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 15,585 | $994.0K | 0.21% | +12,630+427.4% | Added |
| Panagora Asset Management Inc | 15,600 | $995.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 15,609 | $996.0K | 0.02% | −1,288−7.6% | Reduced |
| Perigon Wealth Management, LLC | 15,693 | $1.00M | 0.09% | +3,632+30.1% | Added |
| Selway Asset Management | 15,945 | $1.02M | 0.59% | +2,528+18.8% | Added |
| Shelter Ins Retirement Plan | 16,000 | $1.02M | 0.73% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 16,052 | $1.02M | 0.04% | −139−0.9% | Reduced |
| Zurich Insurance Group Ltd | 16,100 | $1.03M | 0.02% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 16,132 | $1.03M | 0.34% | −1,004−5.9% | Reduced |
| AdvisorShares Investments LLC | 16,126 | $1.03M | 0.28% | 00.0% | Unchanged |
| Rossmore Private Capital | 16,145 | $1.03M | 0.18% | +380+2.4% | Added |
| Colony Group LLC | 16,208 | $1.03M | 0.02% | +455+2.9% | Added |
| Lee Danner & Bass Inc | 16,344 | $1.04M | 0.11% | 00.0% | Unchanged |
| JustInvest LLC | 16,421 | $1.05M | 0.05% | +75+0.5% | Added |
| Savant Capital, LLC | 16,452 | $1.05M | 0.03% | −314−1.9% | Reduced |
| Caxton Associates LP | 16,546 | $1.06M | 0.18% | +12,057+268.6% | Added |
| Simplex Trading, LLC | 16,626 | $1.06M | 0.04% | −13,855−45.5% | Reduced |
| Wealthfront Advisers LLC | 16,648 | $1.06M | 0.01% | +1,550+10.3% | Added |
| Synovus Financial Corp | 16,746 | $1.07M | 0.01% | −592−3.4% | Reduced |
| Cetera Advisor Networks LLC | 16,802 | $1.07M | 0.01% | −774−4.4% | Reduced |
| Gabelli Funds LLC | 17,000 | $1.08M | 0.01% | −500−2.9% | Reduced |
| Triangle Securities Wealth Management | 17,178 | $1.10M | 0.45% | −726−4.1% | Reduced |
| Bokf, NA | 17,265 | $1.10M | 0.02% | −625−3.5% | Reduced |
| BTR Capital Management Inc | 17,321 | $1.10M | 0.17% | −1,336−7.2% | Reduced |
| Prelude Capital Management, LLC | 17,448 | $1.11M | 0.06% | +14,584+509.2% | Added |
| SG Americas Securities, LLC | 17,470 | $1.11M | 0.02% | +11,412+188.4% | Added |
| Trust Co of Vermont | 17,527 | $1.12M | 0.09% | −335−1.9% | Reduced |
| Tredje AP-fonden | 17,551 | $1.12M | 0.02% | −19,927−53.2% | Reduced |
| CTC Capital Management, LLC | 17,700 | $1.13M | 0.93% | +1,300+7.9% | Added |
| TBH Global Asset Management, LLC | 17,719 | $1.13M | 0.29% | −474−2.6% | Reduced |
| Thrivent Financial for Lutherans | 17,924 | $1.14M | 0.00% | −18−0.1% | Reduced |
| E. Ohman J:or Asset Management AB | 18,000 | $1.15M | 0.05% | −2,100−10.4% | Reduced |
| PEAK6 Investments LLC | 18,102 | $1.16M | 0.04% | +11,053+156.8% | Added |
| Veritable, L.P. | 18,275 | $1.17M | 0.02% | −306−1.6% | Reduced |
| Everence Capital Management Inc | 18,890 | $1.21M | 0.11% | +4,950+35.5% | Added |
| Holowesko Partners Ltd. | 19,000 | $1.21M | 0.68% | 00.0% | Unchanged |
| Alps Advisors Inc | 19,146 | $1.22M | 0.01% | +19,146 | New |
| Jefferies Group LLC | 19,300 | $1.23M | 0.04% | −24,279−55.7% | Reduced |
| Kestra Advisory Services, LLC | 19,688 | $1.26M | 0.01% | −2,188−10.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,950 | $1.27M | 0.05% | +2,201+12.4% | Added |
| Weiss Multi-Strategy Advisers LLC | 20,000 | $1.28M | 0.03% | −76,324−79.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,237 | $1.29M | 0.02% | −596−2.9% | Reduced |
| Pacer Advisors, Inc. | 20,228 | $1.29M | 0.01% | +19,555+2,905.6% | Added |
| Pendal Group Limited | 20,440 | $1.30M | 0.01% | −4,633−18.5% | Reduced |
| Telos Capital Management, Inc. | 20,441 | $1.30M | 0.21% | −734−3.5% | Reduced |
| Boston Financial Mangement LLC | 20,628 | $1.32M | 0.06% | +15,352+291.0% | Added |
| Dearborn Partners LLC | 21,126 | $1.35M | 0.06% | +21,126 | New |
| YHB Investment Advisors, Inc. | 21,385 | $1.36M | 0.15% | −459−2.1% | Reduced |
| Vestcor Inc | 21,425 | $1.37M | 0.05% | +72+0.3% | Added |
| New Mexico Educational Retirement Board | 21,608 | $1.38M | 0.07% | −1,900−8.1% | Reduced |
| Cubist Systematic Strategies, LLC | 21,684 | $1.38M | 0.01% | −40,509−65.1% | Reduced |
| PFS Investments Inc. | 21,972 | $1.40M | 0.03% | +1,562+7.7% | Added |
| Desjardins Global Asset Management Inc. | 22,328 | $1.43M | 0.18% | −3,661−14.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,500 | $1.44M | 1.11% | −8,000−26.2% | Reduced |
| Hartford Financial Management Inc. | 22,558 | $1.44M | 0.42% | −964−4.1% | Reduced |
| Allstate Corp | 23,061 | $1.47M | 0.04% | +5,702+32.8% | Added |
| J.P. Marvel Investment Advisors, LLC | 23,139 | $1.48M | 0.38% | −211−0.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 23,157 | $1.48M | 0.15% | +23,157 | New |
| Pearl River Capital, LLC | 23,303 | $1.49M | 0.28% | +23,303 | New |
| Occudo Quantitative Strategies LP | 23,449 | $1.50M | 0.12% | −5,216−18.2% | Reduced |
| Liberty Capital Management, Inc. | 24,405 | $1.56M | 0.58% | +519+2.2% | Added |
| Middleton & Co Inc | 24,418 | $1.56M | 0.24% | −27,713−53.2% | Reduced |
| Metropolitan Life Insurance Co | 24,662 | $1.57M | 0.07% | −446−1.8% | Reduced |
| Crossmark Global Holdings, Inc. | 25,045 | $1.60M | 0.04% | −4,124−14.1% | Reduced |
| JB Capital LLC | 25,477 | $1.63M | 0.18% | −122−0.5% | Reduced |
| Huntington National Bank | 25,576 | $1.63M | 0.02% | −3,476−12.0% | Reduced |
| Natixis | 25,879 | $1.65M | 0.01% | −9,731−27.3% | Reduced |
| LGT Group Foundation | 25,942 | $1.66M | 0.06% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 25,935 | $1.66M | 0.01% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 25,997 | $1.66M | 0.16% | −1,877−6.7% | Reduced |
| Hantz Financial Services, Inc. | 26,123 | $1.67M | 0.06% | +27+0.1% | Added |
| Corient Capital Partners, LLC | 23,775 | $1.68M | 0.13% | +2,518+11.8% | Added |
| Private Advisor Group, LLC | 26,766 | $1.71M | 0.02% | −7,491−21.9% | Reduced |
| HighTower Trust Services, LTA | 26,824 | $1.71M | 0.19% | +1,275+5.0% | Added |
| Silvercrest Asset Management Group LLC | 26,847 | $1.71M | 0.01% | −348−1.3% | Reduced |
| Louisiana State Employees Retirement System | 26,900 | $1.72M | 0.05% | +100+0.4% | Added |
| Evercore Wealth Management, LLC | 27,912 | $1.78M | 0.04% | −131−0.5% | Reduced |
| Heritage Investors Management Corp | 28,016 | $1.79M | 0.09% | −153−0.5% | Reduced |
| Daiwa Securities Group Inc. | 28,114 | $1.79M | 0.01% | +803+2.9% | Added |
| Capstone Investment Advisors, LLC | 28,532 | $1.82M | 0.04% | +25,947+1,003.8% | Added |
| Seascape Capital Management | 28,596 | $1.82M | 1.25% | +243+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,910 | $1.84M | 0.01% | +344+1.2% | Added |