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 |
|---|---|---|---|---|---|
| Curbstone Financial Management Corp | 9,168 | $585.0K | 0.15% | +200+2.2% | Added |
| Bridges Investment Management Inc | 9,140 | $583.0K | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 9,117 | $581.0K | 0.02% | 00.0% | Unchanged |
| Philadelphia Trust Co | 8,904 | $568.0K | 0.06% | −45−0.5% | Reduced |
| AE Wealth Management LLC | 8,861 | $565.0K | 0.00% | +270+3.1% | Added |
| Wedmont Private Capital | 8,835 | $564.0K | 0.11% | +4,688+113.0% | Added |
| 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 |
| Keeley-Teton Advisors, LLC | 8,719 | $556.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Stephens Inc | 8,561 | $546.0K | 0.01% | −5−0.1% | Reduced |
| Toroso Investments, LLC | 8,523 | $544.0K | 0.02% | −2,456−22.4% | Reduced |
| Snowden Capital Advisors LLC | 8,500 | $542.0K | 0.02% | −165−1.9% | Reduced |
| Federated Hermes, Inc. | 8,409 | $537.0K | 0.00% | −1,775−17.4% | Reduced |
| Parallel Advisors, LLC | 8,348 | $533.0K | 0.02% | +423+5.3% | Added |
| Field & Main Bank | 8,344 | $532.0K | 0.36% | −470−5.3% | Reduced |
| Waters Parkerson & Co., LLC | 8,280 | $528.0K | 0.04% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 8,254 | $527.0K | 0.20% | −552−6.3% | Reduced |
| Guinness Atkinson Asset Management Inc | 8,219 | $524.0K | 0.33% | −654−7.4% | Reduced |
| Central Trust Co | 8,212 | $523.0K | 0.02% | −85−1.0% | Reduced |
| Pinnacle Associates Ltd | 8,167 | $521.0K | 0.01% | +455+5.9% | Added |
| Simmons Bank | 8,131 | $519.0K | 0.05% | −244−2.9% | Reduced |
| Security National Bank of So Dak | 8,083 | $516.0K | 0.46% | +158+2.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,064 | $514.5K | 0.05% | +8,064 | New |
| Werlinich Asset Management, LLC | 7,825 | $499.2K | 0.51% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,781 | $496.0K | 0.07% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7,708 | $492.0K | 0.01% | −500−6.1% | Reduced |
| Amussen Hunsaker Associates LLC | 7,014 | $490.0K | 0.14% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 7,634 | $487.0K | 0.39% | +6+0.1% | Added |
| National Asset Management, Inc. | 7,526 | $482.0K | 0.01% | +1,354+21.9% | Added |
| 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 |
| Ameritas Investment Partners, Inc. | 7,440 | $473.0K | 0.02% | −656−8.1% | Reduced |
| Thornburg Investment Management Inc | 7,284 | $465.0K | 0.01% | −680,791−98.9% | Reduced |
| Horizon Investments, LLC | 7,233 | $461.0K | 0.01% | +777+12.0% | Added |
| Ar Asset Management Inc | 7,200 | $459.0K | 0.14% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 6,844 | $458.4K | 0.01% | −898−11.6% | 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 |
| Atria Wealth Solutions, Inc. | 7,016 | $447.6K | 0.01% | −86−1.2% | Reduced |
| 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 |
| Valley Brook Capital Group | 6,977 | $445.0K | 0.49% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 6,962 | $444.0K | 0.33% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 6,943 | $443.0K | 0.02% | +1,222+21.4% | Added |
| Winton Group Ltd | 6,924 | $442.0K | 0.03% | +6,924 | New |
| Fort, L.P. | 6,917 | $441.0K | 0.55% | −4,160−37.6% | Reduced |
| Baldwin Investment Management, LLC | 6,858 | $438.0K | 0.17% | −200−2.8% | Reduced |
| Wealthspire Advisors, LLC | 6,868 | $438.0K | 0.01% | +6,868 | New |
| Prudential PLC | 6,848 | $437.0K | 0.01% | +713+11.6% | Added |
| Allred Capital Management, LLC | 6,812 | $434.0K | 0.27% | −127−1.8% | Reduced |
| Banque Cantonale Vaudoise | 6,765 | $431.0K | 0.02% | −15,650−69.8% | Reduced |
| Parsec Financial Management, Inc. | 6,753 | $431.0K | 0.02% | −247−3.5% | Reduced |
| Headinvest, LLC | 6,732 | $430.0K | 0.10% | −7−0.1% | Reduced |
| Busey Wealth Management | 6,689 | $427.0K | 0.02% | −1,150−14.7% | Reduced |
| Tower Bridge Advisors | 6,558 | $418.4K | 0.04% | −153−2.3% | Reduced |
| Stratos Wealth Partners, LTD. | 6,535 | $417.0K | 0.01% | −192−2.9% | Reduced |
| Silver Oak Securities, Inc | 5,162 | $414.6K | 0.09% | +5,162 | New |
| Optas, LLC | 6,455 | $413.0K | 0.18% | +59+0.9% | Added |
| Caldwell Trust Co | 6,461 | $412.2K | 0.06% | −17−0.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,442 | $411.0K | 0.02% | −640−9.0% | Reduced |
| Montag A & Associates Inc | 6,446 | $411.0K | 0.03% | −43−0.7% | Reduced |
| Mutual Advisors, LLC | 6,424 | $410.0K | 0.02% | +191+3.1% | Added |
| River Wealth Advisors LLC | 6,389 | $408.0K | 0.09% | −604−8.6% | Reduced |
| Amica Retiree Medical Trust | 6,375 | $407.0K | 0.51% | −983−13.4% | Reduced |
| Patten & Patten Inc | 6,370 | $406.0K | 0.04% | −21−0.3% | Reduced |
| Ahl Investment Management, Inc. | 6,369 | $406.0K | 0.42% | −5−0.1% | Reduced |
| Salem Investment Counselors Inc | 6,353 | $405.0K | 0.02% | −610−8.8% | Reduced |
| YorkBridge Wealth Partners, LLC | 6,284 | $401.0K | 0.10% | +220+3.6% | Added |
| Metis Global Partners, LLC | 6,282 | $400.0K | 0.06% | −76−1.2% | Reduced |
| Graypoint LLC | 6,254 | $399.0K | 0.05% | −399−6.0% | Reduced |
| Wendell David Associates Inc | 6,202 | $396.0K | 0.05% | −25−0.4% | Reduced |
| Machina Capital S.A.S. | 6,203 | $396.0K | 0.84% | +3,094+99.5% | Added |
| Holderness Investments Co | 6,192 | $395.0K | 0.18% | −31−0.5% | Reduced |
| Means Investment Co., Inc. | 6,185 | $395.0K | 0.09% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 6,176 | $394.0K | 0.22% | −625−9.2% | Reduced |
| American Portfolios Advisors | 6,163 | $393.2K | 0.02% | −91−1.5% | Reduced |
| Security National Bank of Sioux City Iowa | 6,170 | $393.0K | 0.35% | +10+0.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,135 | $391.0K | 0.02% | −2,724−30.7% | Reduced |
| Kraematon Investment Advisors, Inc | 6,128 | $391.0K | 0.50% | −384−5.9% | Reduced |
| Sovereign Financial Group, Inc. | 6,132 | $391.0K | 0.16% | −34−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 6,102 | $389.0K | 0.01% | −137−2.2% | Reduced |
| Kingsview Wealth Management, LLC | 6,063 | $387.0K | 0.02% | −315−4.9% | Reduced |
| Cetera Investment Advisers | 6,035 | $385.0K | 0.01% | −484−7.4% | Reduced |
| Moors & Cabot, Inc. | 6,034 | $385.0K | 0.03% | −317−5.0% | Reduced |
| GHP Investment Advisors, Inc. | 6,006 | $383.0K | 0.03% | −1,407−19.0% | Reduced |
| Forte Capital LLC | 5,999 | $383.0K | 0.07% | −22−0.4% | Reduced |
| Meridian Management Co | 6,002 | $383.0K | 0.15% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 5,996 | $383.0K | 0.44% | +5,996 | New |
| Kestra Private Wealth Services, LLC | 5,984 | $382.0K | 0.02% | +205+3.5% | Added |
| Garrison Point Advisors, LLC | 5,956 | $380.0K | 0.34% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,897 | $376.0K | 0.00% | +5,897 | New |
| Bryn Mawr Trust Co | 5,877 | $375.0K | 0.02% | −15−0.3% | Reduced |
| Monterey Private Wealth, Inc. | 5,794 | $374.0K | 0.22% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 5,849 | $373.0K | 0.06% | +2,870+96.3% | Added |
| Umb Bank N A | 5,832 | $372.0K | 0.01% | −2,494−30.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,785 | $369.0K | 0.03% | +429+8.0% | Added |