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 |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 50 | $4.00K | 0.00% | +50 | New |
| WR Wealth Planners, LLC | 50 | $3.19K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 48 | $3.00K | 0.00% | −8−14.3% | Reduced |
| Independence Bank of Kentucky | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 61 | $3.00K | 0.00% | +1+1.7% | Added |
| Wolff Wiese Magana LLC | 49 | $3.00K | 0.00% | +5+11.4% | Added |
| Valley National Advisers Inc | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 48 | $3.00K | 0.00% | +4+9.1% | Added |
| SJS Investment Consulting Inc. | 49 | $3.00K | 0.00% | +49 | New |
| Global Financial Private Client, LLC | 37 | $2.42K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 34 | $2.17K | 0.00% | +34 | New |
| Johnson Financial Group, Inc. | 35 | $2.00K | 0.00% | −870−96.1% | Reduced |
| Norway Savings Bank | 30 | $2.00K | 0.00% | −50−62.5% | Reduced |
| Larson Financial Group LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 40 | $2.00K | 0.00% | −7−14.9% | Reduced |
| Zullo Investment Group, Inc. | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 27 | $2.00K | 0.00% | +20+285.7% | Added |
| American National Bank | 31 | $2.00K | 0.00% | +31 | New |
| PFS Partners, LLC | 26 | $1.63K | 0.00% | +1+4.0% | Added |
| Abound Wealth Management | 20 | $1.28K | 0.00% | +20 | New |
| Ten Capital Wealth Advisors, LLC | 22 | $1.00K | 0.00% | −30−57.7% | Reduced |
| Ogorek Anthony Joseph | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 20 | $1.00K | 0.00% | +20 | New |
| Twin Lakes Capital Management, LLC | 23 | $1.00K | 0.00% | +23 | New |
| West Paces Advisors Inc. | 14 | $893 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| CFS Investment Advisory Services, LLC | 12,568 | $0 | 0.00% | +12,568 | New |
| Delos Wealth Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −691,968−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −429,404−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −224,256−100.0% | Sold out |
| Albar Capital Ltd | 0 | $0 | 0.00% | −52,422−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −36,500−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −32,852−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −32,336−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −27,164−100.0% | Sold out |
| Phraction Management LLC | 0 | $0 | 0.00% | −24,145−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −19,916−100.0% | Sold out |
| Strong Tower Advisory Services | 0 | $0 | 0.00% | −14,988−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −14,346−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −10,424−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −10,051−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −8,920−100.0% | Sold out |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −8,109−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −7,844−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −6,827−100.0% | Sold out |
| Brown Advisory Securities, LLC | 0 | $0 | 0.00% | −5,580−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −4,884−100.0% | Sold out |
| Collective Family Office LLC | 0 | $0 | 0.00% | −4,255−100.0% | Sold out |
| RB Capital Management, LLC | 0 | $0 | 0.00% | −3,981−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −3,505−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −3,463−100.0% | Sold out |
| Reynders McVeigh Capital Management, LLC | 0 | $0 | 0.00% | −3,402−100.0% | Sold out |
| Citizens Business Bank | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −3,282−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −3,285−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −3,267−100.0% | Sold out |
| Forbes J M & Co LLP | 0 | $0 | 0.00% | −3,226−100.0% | Sold out |
| Fishman Jay A Ltd | 0 | $0 | 0.00% | −3,195−100.0% | Sold out |
| Mitchell McLeod Pugh & Williams Inc | 0 | $0 | 0.00% | −3,153−100.0% | Sold out |
| Signature Wealth Management Partners, LLC | 0 | $0 | 0.00% | −3,162−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −3,121−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −3,108−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,106−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −3,085−100.0% | Sold out |
| Baker Ellis Asset Management LLC | 0 | $0 | 0.00% | −3,088−100.0% | Sold out |
| Douglass Winthrop Advisors, LLC | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| Pring Turner Capital Group Inc | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| J. L. Bainbridge & Co., Inc. | 0 | $0 | 0.00% | −3,066−100.0% | Sold out |
| LCM Capital Management Inc | 0 | $0 | 0.00% | −3,069−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −3,049−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −3,008−100.0% | Sold out |
| Essex Savings Bank | 0 | $0 | 0.00% | −3,015−100.0% | Sold out |
| Spinnaker Trust | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −2,985−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| 9258 Wealth Management, LLC | 0 | $0 | 0.00% | −2,956−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −2,950−100.0% | Sold out |
| Farmers Trust Co | 0 | $0 | 0.00% | −2,912−100.0% | Sold out |