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 |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 524 | $33.0K | 0.03% | +524 | New |
| First Community Trust NA | 506 | $32.0K | 0.04% | −300−37.2% | Reduced |
| Missouri Trust & Investment Co | 503 | $32.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 500 | $32.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 479 | $31.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 470 | $30.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 472 | $30.0K | 0.01% | +40+9.3% | Added |
| Accel Wealth Management | 448 | $30.0K | 0.02% | +65+17.0% | Added |
| Cary Street Partners Asset Management LLC | 472 | $30.0K | 0.01% | +472 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 456 | $29.0K | 0.00% | −1,800−79.8% | Reduced |
| BerganKDV Wealth Management, LLC | 432 | $28.0K | 0.00% | −124−22.3% | Reduced |
| Pinnacle Financial Partners Inc | 417 | $27.0K | 0.00% | +300+256.4% | Added |
| Community Bank, N.A. | 400 | $26.0K | 0.00% | −600−60.0% | Reduced |
| SRS Capital Advisors, Inc. | 414 | $26.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 401 | $26.0K | 0.00% | +1+0.3% | Added |
| Front Row Advisors LLC | 408 | $26.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 415 | $26.0K | 0.01% | −2−0.5% | Reduced |
| Harvest Fund Management Co., Ltd | 393 | $25.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 394 | $25.0K | 0.02% | +1+0.3% | Added |
| TFC Financial Management | 387 | $25.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 386 | $25.0K | 0.01% | +39+11.2% | Added |
| Duncker Streett & Co Inc | 379 | $24.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 375 | $24.0K | 0.02% | 00.0% | Unchanged |
| Motco | 366 | $23.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 359 | $23.0K | 0.00% | −6−1.6% | Reduced |
| Truvestments Capital LLC | 366 | $23.0K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 360 | $23.0K | 0.02% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 340 | $22.0K | 0.01% | −112−24.8% | Reduced |
| Sargent Bickham Lagudis LLC | 337 | $22.0K | 0.00% | −50−12.9% | Reduced |
| Pflug Koory, LLC | 348 | $22.0K | 0.01% | −25−6.7% | Reduced |
| Compagnie Lombard Odier SCmA | 350 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 350 | $22.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 335 | $21.4K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 325 | $21.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 321 | $20.0K | 0.01% | −199−38.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 313 | $20.0K | 0.00% | −49−13.5% | Reduced |
| Assetmark, Inc | 307 | $20.0K | 0.00% | −24−7.3% | Reduced |
| Clean Yield Group | 312 | $20.0K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 316 | $20.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 311 | $20.0K | 0.00% | +58+22.9% | Added |
| First National Bank of South Miami | 300 | $19.0K | 0.01% | −30−9.1% | Reduced |
| Old Second National Bank of Aurora | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 294 | $19.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 295 | $18.8K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 262 | $17.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 261 | $17.0K | 0.00% | +27+11.5% | Added |
| Sound Income Strategies, LLC | 274 | $17.0K | 0.00% | +80+41.2% | Added |
| Kelly Financial Services LLC | 262 | $16.7K | 0.01% | +1+0.4% | Added |
| Cutler Group LP | 253 | $16.0K | 0.00% | −309−55.0% | Reduced |
| Hallmark Capital Management Inc | 250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 250 | $16.0K | 0.00% | +250 | New |
| Barrett & Company, Inc. | 200 | $15.7K | 0.01% | +200 | New |
| Plante Moran Financial Advisors, LLC | 230 | $15.0K | 0.00% | −112−32.7% | Reduced |
| CNB Bank | 237 | $15.0K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 230 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $15.0K | 0.02% | 00.0% | Unchanged |
| Cowa, LLC | 230 | $15.0K | 0.01% | +230 | New |
| Column Capital Advisors, LLC | 216 | $14.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 215 | $14.0K | 0.01% | 00.0% | Unchanged |
| New England Asset Management Inc | 226 | $14.0K | 0.00% | +226 | New |
| DT Investment Partners, LLC | 227 | $14.0K | 0.00% | +227 | New |
| Versant Capital Management, Inc | 198 | $13.0K | 0.01% | −112−36.1% | Reduced |
| Endurance Wealth Management, Inc. | 205 | $13.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 196 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 199 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 189 | $12.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 191 | $12.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 199 | $12.0K | 0.00% | +51+34.5% | Added |
| Financial Perspectives, Inc | 180 | $11.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 173 | $11.0K | 0.00% | −254−59.5% | Reduced |
| West Oak Capital, LLC | 175 | $11.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 175 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 175 | $11.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 171 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 172 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 171 | $11.0K | 0.00% | +20+13.2% | Added |
| JFS Wealth Advisors, LLC | 156 | $10.0K | 0.00% | −337−68.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 150 | $10.0K | 0.00% | −250−62.5% | Reduced |
| Sittner & Nelson, LLC | 154 | $10.0K | 0.01% | −30−16.3% | Reduced |
| Annapolis Financial Services, LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 160 | $10.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 169 | $10.0K | 0.00% | +169 | New |
| Rosenberg Matthew Hamilton | 142 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 121 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 108 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 108 | $7.00K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 111 | $7.00K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 114 | $7.00K | 0.01% | +114 | New |
| Financial Management Professionals, Inc. | 101 | $6.00K | 0.00% | −215−68.0% | Reduced |
| JJJ Advisors Inc. | 97 | $6.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 99 | $6.00K | 0.00% | −8−7.5% | Reduced |
| First Personal Financial Services | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 81 | $5.00K | 0.00% | −73−47.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 83 | $5.00K | 0.00% | 00.0% | Unchanged |