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 |
|---|---|---|---|---|---|
| Investment Advisory Services Inc | 5,772 | $368.0K | 0.22% | −99−1.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,686 | $367.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,677 | $362.0K | 0.09% | +5,677 | New |
| Shayne & Co., LLC | 5,655 | $361.0K | 0.23% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 5,637 | $361.0K | 0.00% | −10.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,636 | $360.0K | 0.02% | −204−3.5% | Reduced |
| swisspartners Ltd. | 5,593 | $357.0K | 0.37% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 5,526 | $353.0K | 0.02% | +358+6.9% | Added |
| OPSEU Pension Plan Trust Fund | 5,371 | $351.0K | 0.09% | −64−1.2% | Reduced |
| Wetherby Asset Management Inc | 5,492 | $350.0K | 0.02% | −193−3.4% | Reduced |
| HB Wealth Management, LLC | 5,481 | $350.0K | 0.01% | +366+7.2% | Added |
| Courier Capital LLC | 5,449 | $348.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Trust Co | 5,331 | $341.0K | 0.02% | +118+2.3% | Added |
| Westport Asset Management Inc | 4,127 | $338.0K | 0.21% | 00.0% | Unchanged |
| Lincoln National Corp | 5,299 | $338.0K | 0.01% | −277−5.0% | Reduced |
| Lindbrook Capital, LLC | 5,297 | $338.0K | 0.06% | +9+0.2% | Added |
| Spearhead Capital Advisors, LLC | 5,294 | $338.0K | 0.37% | +295+5.9% | Added |
| Grimes & Company, Inc. | 5,270 | $336.0K | 0.02% | −13−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,259 | $336.0K | 0.04% | +19+0.4% | Added |
| Cooper Financial Group | 5,264 | $336.0K | 0.12% | +689+15.1% | Added |
| Freestone Capital Holdings, LLC | 5,230 | $334.0K | 0.02% | −119−2.2% | Reduced |
| Dividend Assets Capital, LLC | 5,230 | $334.0K | 0.08% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 5,219 | $333.0K | 0.03% | +166+3.3% | Added |
| Meeder Asset Management Inc | 5,216 | $333.0K | 0.02% | +454+9.5% | Added |
| Bull Street Advisors, LLC | 5,197 | $332.0K | 0.19% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,183 | $331.0K | 0.07% | −267−4.9% | Reduced |
| Charter Trust Co | 5,181 | $331.0K | 0.03% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 5,177 | $330.0K | 0.10% | +41+0.8% | Added |
| Pitcairn Co | 5,151 | $329.0K | 0.04% | −78−1.5% | Reduced |
| Country Club Bank | 5,085 | $328.0K | 0.03% | +53+1.1% | Added |
| Graham Capital Management, L.P. | 5,156 | $328.0K | 0.01% | +5,156 | New |
| Journey Advisory Group, LLC | 5,120 | $327.0K | 0.08% | −672−11.6% | Reduced |
| Fiduciary Group LLC | 4,323 | $327.0K | 0.04% | −238−5.2% | Reduced |
| Trust Co of Virginia | 5,109 | $326.0K | 0.04% | −725−12.4% | Reduced |
| Excalibur Management Corp | 5,037 | $321.0K | 0.18% | −49−1.0% | Reduced |
| 1st Source Bank | 5,003 | $319.0K | 0.02% | −437−8.0% | Reduced |
| Gifford Fong Associates | 5,000 | $319.0K | 0.08% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4,508 | $318.4K | 0.10% | −63−1.4% | Reduced |
| Boothbay Fund Management, LLC | 4,982 | $318.0K | 0.01% | +4,982 | New |
| Western Wealth Management, LLC | 5,005 | $316.0K | 0.02% | −1,407−21.9% | Reduced |
| Bath Savings Trust Co | 4,958 | $316.0K | 0.04% | +68+1.4% | Added |
| Wedbush Securities Inc | 4,945 | $315.0K | 0.02% | −175−3.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,940 | $315.0K | 0.03% | +126+2.6% | Added |
| Choate Investment Advisors | 4,916 | $314.0K | 0.02% | −217−4.2% | Reduced |
| Veriti Management LLC | 4,910 | $313.0K | 0.05% | −59−1.2% | Reduced |
| Symmetry Partners, LLC | 4,892 | $312.0K | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,858 | $310.0K | 0.02% | −25−0.5% | Reduced |
| Chemung Canal Trust Co | 4,833 | $309.0K | 0.08% | +274+6.0% | Added |
| Signaturefd, LLC | 4,828 | $308.0K | 0.01% | +9+0.2% | Added |
| City Holding Co | 4,815 | $307.0K | 0.06% | −556−10.4% | Reduced |
| SeaCrest Wealth Management, LLC | 4,813 | $307.0K | 0.05% | +113+2.4% | Added |
| Checchi Capital Advisers, LLC | 4,735 | $302.0K | 0.03% | +369+8.5% | Added |
| Baker Tilly Wealth Management, LLC | 4,741 | $302.0K | 0.04% | −32−0.7% | Reduced |
| ICW Investment Advisors LLC | 4,737 | $302.0K | 0.20% | +129+2.8% | Added |
| TD Waterhouse Canada Inc. | 4,562 | $302.0K | 0.00% | −642−12.3% | Reduced |
| Stock Yards Bank & Trust Co | 4,716 | $301.0K | 0.01% | 00.0% | Unchanged |
| Foster & Motley Inc | 4,679 | $299.0K | 0.03% | −401−7.9% | Reduced |
| Sigma Planning Corp | 4,658 | $297.0K | 0.01% | −1,657−26.2% | Reduced |
| Schnieders Capital Management LLC | 4,652 | $297.0K | 0.08% | +4,652 | New |
| Washington Trust Co | 4,602 | $294.0K | 0.01% | −411−8.2% | Reduced |
| Flagship Harbor Advisors, LLC | 4,602 | $294.0K | 0.03% | −267−5.5% | Reduced |
| Colonial Trust Advisors | 4,587 | $293.0K | 0.04% | +55+1.2% | Added |
| Boston Trust Walden Corp | 4,579 | $292.0K | 0.00% | −250−5.2% | Reduced |
| Pointe Capital Management LLC | 4,576 | $292.0K | 0.23% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,576 | $292.0K | 0.04% | +496+12.2% | Added |
| St. Louis Trust Co | 4,317 | $292.0K | 0.08% | +1,317+43.9% | Added |
| Donaldson Capital Management, LLC | 4,555 | $291.0K | 0.02% | −314−6.4% | Reduced |
| Beck Mack & Oliver LLC | 4,547 | $290.0K | 0.01% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,542 | $290.0K | 0.19% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,491 | $290.0K | 0.01% | +753+20.1% | Added |
| Verdence Capital Advisors LLC | 4,491 | $287.0K | 0.04% | −5,587−55.4% | Reduced |
| Bragg Financial Advisors, Inc | 4,493 | $287.0K | 0.02% | −165−3.5% | Reduced |
| KCM Investment Advisors LLC | 4,487 | $286.0K | 0.01% | −258−5.4% | Reduced |
| 55I, LLC | 4,482 | $286.0K | 0.01% | +4,482 | New |
| Everett Harris & Co | 4,460 | $285.0K | 0.01% | −2,550−36.4% | Reduced |
| Financial Advisory Group | 4,468 | $285.0K | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,431 | $283.0K | 0.01% | −322−6.8% | Reduced |
| Maven Securities LTD | 4,417 | $282.0K | 0.01% | +4,417 | New |
| Clarius Group, LLC | 4,374 | $279.0K | 0.03% | +478+12.3% | Added |
| Ellevest, Inc. | 4,346 | $277.0K | 0.03% | −198−4.4% | Reduced |
| New England Guild Wealth Advisors, Inc. | 4,337 | $277.0K | 0.17% | 00.0% | Unchanged |
| McDonald Partners LLC | 4,325 | $276.0K | 0.11% | −432−9.1% | Reduced |
| Sky Investment Group LLC | 4,296 | $274.0K | 0.07% | −47−1.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $274.0K | 0.12% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 4,288 | $274.0K | 0.07% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,274 | $273.0K | 0.01% | −3,477−44.9% | Reduced |
| First Western Trust Bank | 4,243 | $271.0K | 0.02% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 4,225 | $270.0K | 0.10% | 00.0% | Unchanged |
| NTV Asset Management LLC | 4,210 | $269.0K | 0.06% | +10.0% | Added |
| Siemens Fonds Invest GmbH | 4,193 | $268.0K | 0.03% | −276−6.2% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,151 | $265.0K | 0.11% | −3−0.1% | Reduced |
| Webster Bank, N. A. | 4,140 | $264.0K | 0.04% | −50−1.2% | Reduced |
| Azimuth Capital Investment Management LLC | 4,125 | $263.0K | 0.01% | −200−4.6% | Reduced |
| Advisors Asset Management, Inc. | 4,107 | $262.0K | 0.01% | −16,404−80.0% | Reduced |
| Capital City Trust Co | 4,121 | $262.0K | 0.09% | −223−5.1% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $261.0K | 0.08% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,069 | $260.0K | 0.01% | −867−17.6% | Reduced |
| South State Corp. | 4,041 | $258.0K | 0.03% | −318−7.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,040 | $258.0K | 0.08% | −226−5.3% | Reduced |
| Founders Financial Securities LLC | 4,025 | $257.0K | 0.05% | +233+6.1% | Added |