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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 17,527 | $1.12M | 0.09% | −335−1.9% | Reduced |
| SG Americas Securities, LLC | 17,470 | $1.11M | 0.02% | +11,412+188.4% | Added |
| Prelude Capital Management, LLC | 17,448 | $1.11M | 0.06% | +14,584+509.2% | Added |
| BTR Capital Management Inc | 17,321 | $1.10M | 0.17% | −1,336−7.2% | Reduced |
| Bokf, NA | 17,265 | $1.10M | 0.02% | −625−3.5% | Reduced |
| Triangle Securities Wealth Management | 17,178 | $1.10M | 0.45% | −726−4.1% | Reduced |
| Gabelli Funds LLC | 17,000 | $1.08M | 0.01% | −500−2.9% | Reduced |
| Cetera Advisor Networks LLC | 16,802 | $1.07M | 0.01% | −774−4.4% | Reduced |
| Synovus Financial Corp | 16,746 | $1.07M | 0.01% | −592−3.4% | Reduced |
| Wealthfront Advisers LLC | 16,648 | $1.06M | 0.01% | +1,550+10.3% | Added |
| Simplex Trading, LLC | 16,626 | $1.06M | 0.04% | −13,855−45.5% | Reduced |
| Caxton Associates LP | 16,546 | $1.06M | 0.18% | +12,057+268.6% | Added |
| Savant Capital, LLC | 16,452 | $1.05M | 0.03% | −314−1.9% | Reduced |
| JustInvest LLC | 16,421 | $1.05M | 0.05% | +75+0.5% | Added |
| Lee Danner & Bass Inc | 16,344 | $1.04M | 0.11% | 00.0% | Unchanged |
| Colony Group LLC | 16,208 | $1.03M | 0.02% | +455+2.9% | Added |
| Rossmore Private Capital | 16,145 | $1.03M | 0.18% | +380+2.4% | Added |
| 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 |
| Zurich Insurance Group Ltd | 16,100 | $1.03M | 0.02% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 16,052 | $1.02M | 0.04% | −139−0.9% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.02M | 0.73% | 00.0% | Unchanged |
| Selway Asset Management | 15,945 | $1.02M | 0.59% | +2,528+18.8% | Added |
| Perigon Wealth Management, LLC | 15,693 | $1.00M | 0.09% | +3,632+30.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,609 | $996.0K | 0.02% | −1,288−7.6% | Reduced |
| Panagora Asset Management Inc | 15,600 | $995.0K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 15,585 | $994.0K | 0.21% | +12,630+427.4% | Added |
| United Services Automobile Association | 15,559 | $992.0K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 15,497 | $989.0K | 0.00% | +2,226+16.8% | Added |
| Guggenheim Capital LLC | 15,452 | $986.0K | 0.01% | +710+4.8% | Added |
| Birch Hill Investment Advisors LLC | 15,355 | $980.0K | 0.07% | −275−1.8% | Reduced |
| Whittier Trust Co | 15,200 | $970.0K | 0.02% | −778−4.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,060 | $961.0K | 0.09% | +615+4.3% | Added |
| Arthur M. Cohen & Associates, LLC | 15,000 | $957.0K | 0.26% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 14,868 | $948.0K | 0.65% | −2,920−16.4% | Reduced |
| Essex Financial Services, Inc. | 14,818 | $945.0K | 0.11% | −714−4.6% | Reduced |
| Woodstock Corp | 14,792 | $944.0K | 0.14% | −3,249−18.0% | Reduced |
| Cerity Partners LLC | 14,742 | $942.0K | 0.01% | −558−3.6% | Reduced |
| Davenport & Co LLC | 14,688 | $937.0K | 0.01% | −179−1.2% | Reduced |
| Systematic Alpha Investments, LLC | 14,610 | $932.0K | 0.06% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 14,569 | $929.0K | 0.08% | +26+0.2% | Added |
| NBT Bank N A | 14,248 | $909.0K | 0.15% | −699−4.7% | Reduced |
| Worldquant Millennium Advisors LLC | 14,179 | $905.0K | 0.02% | −191,799−93.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,078 | $898.0K | 0.00% | −1,979−12.3% | Reduced |
| Private Trust Co NA | 14,034 | $895.0K | 0.15% | +2,790+24.8% | Added |
| Bartlett & Co. LLC | 13,823 | $882.0K | 0.02% | −300−2.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,823 | $882.0K | 0.02% | −300−2.1% | Reduced |
| Goelzer Investment Management, Inc. | 13,706 | $874.0K | 0.09% | +614+4.7% | Added |
| Investment Management of Virginia LLC | 13,619 | $869.0K | 0.19% | +120+0.9% | Added |
| Bank Pictet & Cie (Asia) Ltd | 13,506 | $861.7K | 0.34% | −889−6.2% | Reduced |
| Inverness Counsel LLC | 13,432 | $857.0K | 0.05% | +1,131+9.2% | Added |
| Dowling & Yahnke LLC | 13,363 | $853.0K | 0.04% | −284−2.1% | Reduced |
| Rafferty Asset Management, LLC | 13,357 | $852.0K | 0.01% | +13,357 | New |
| Avantax Advisory Services, Inc. | 13,298 | $848.0K | 0.01% | +4,183+45.9% | Added |
| First Hawaiian Bank | 13,193 | $842.0K | 0.03% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 13,182 | $841.0K | 0.59% | −175−1.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $829.0K | 0.14% | 00.0% | Unchanged |
| Burney Co | 12,973 | $828.0K | 0.05% | −1,001−7.2% | Reduced |
| Regentatlantic Capital LLC | 12,947 | $826.0K | 0.02% | +129+1.0% | Added |
| D.A. Davidson & Co. | 12,636 | $807.0K | 0.01% | −447−3.4% | Reduced |
| Bessemer Group Inc | 12,610 | $805.0K | 0.00% | +4,112+48.4% | Added |
| Trust Co of Toledo NA | 12,448 | $794.0K | 0.15% | −312−2.4% | Reduced |
| Cetera Advisors LLC | 12,295 | $784.0K | 0.02% | −132−1.1% | Reduced |
| Raymond James Trust N.A. | 12,262 | $782.0K | 0.03% | −456−3.6% | Reduced |
| Neville Rodie & Shaw Inc | 12,129 | $774.0K | 0.08% | −403−3.2% | Reduced |
| Natixis Investment Managers International | 11,915 | $760.0K | 0.06% | +680+6.1% | Added |
| Boston Private Wealth LLC | 11,660 | $744.0K | 0.01% | +2,870+32.7% | Added |
| Van Hulzen Asset Management, LLC | 11,650 | $743.0K | 0.09% | 00.0% | Unchanged |
| Blair William & Co | 11,624 | $742.0K | 0.00% | +1,521+15.1% | Added |
| Marble Harbor Investment Counsel, LLC | 11,583 | $739.0K | 0.11% | −108−0.9% | Reduced |
| Point72 Hong Kong Ltd | 11,229 | $716.0K | 0.04% | +11,229 | New |
| Resources Investment Advisors, LLC. | 11,177 | $713.0K | 0.03% | −27−0.2% | Reduced |
| Advisor Partners II, LLC | 11,162 | $712.0K | 0.05% | +11,162 | New |
| Principle Wealth Partners LLC | 11,090 | $708.0K | 0.09% | −50−0.4% | Reduced |
| Bollard Group LLC | 11,072 | $706.0K | 0.03% | −81−0.7% | Reduced |
| Cloverfields Capital Group, LP | 10,879 | $694.0K | 0.23% | +138+1.3% | Added |
| Old National Bancorp | 10,811 | $690.0K | 0.02% | −382−3.4% | Reduced |
| CWM, LLC | 10,687 | $682.0K | 0.01% | +2,588+32.0% | Added |
| Redpoint Investment Management Pty Ltd | 10,504 | $670.0K | 0.10% | −3,034−22.4% | Reduced |
| IMA Wealth, Inc. | 10,433 | $666.0K | 0.18% | −131−1.2% | Reduced |
| Bluestein R H & Co | 10,415 | $664.0K | 0.04% | +300+3.0% | 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 |
| TD Private Client Wealth LLC | 10,230 | $652.7K | 0.03% | +221+2.2% | Added |
| Arden Trust Co | 10,149 | $647.0K | 0.16% | −220−2.1% | Reduced |
| Beacon Pointe Advisors, LLC | 9,977 | $646.0K | 0.01% | −1,221−10.9% | Reduced |
| Empirical Finance, LLC | 10,086 | $643.0K | 0.08% | +1,704+20.3% | Added |
| Ieq Capital, LLC | 10,049 | $641.0K | 0.02% | −129−1.3% | Reduced |
| Canal Insurance CO | 10,000 | $638.0K | 0.19% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 9,893 | $631.0K | 0.05% | +10.0% | Added |
| Gamco Investors, Inc. Et Al | 9,834 | $627.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 9,794 | $625.0K | 0.01% | −2,736−21.8% | Reduced |
| Moody National Bank Trust Division | 9,760 | $622.0K | 0.06% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 9,655 | $616.0K | 0.01% | −314−3.1% | Reduced |
| FineMark National Bank & Trust | 9,425 | $601.0K | 0.03% | −87−0.9% | Reduced |
| Fractal Investments LLC | 9,400 | $600.0K | 0.16% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 9,365 | $598.0K | 0.01% | −18−0.2% | Reduced |
| MQS Management LLC | 9,356 | $597.0K | 0.39% | +9,356 | New |
| Argent Trust Co | 9,200 | $587.0K | 0.04% | −35−0.4% | Reduced |