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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 4,021 | $257.0K | 0.01% | +4,021 | New |
| Bennicas & Associates, Inc. | 4,008 | $256.0K | 0.16% | −2,200−35.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,990 | $255.0K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 3,974 | $254.0K | 0.22% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,962 | $253.0K | 0.19% | −1,113−21.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,932 | $251.0K | 0.05% | −150−3.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,926 | $251.0K | 0.06% | −16−0.4% | Reduced |
| Industrial Alliance Investment Management Inc. | 3,899 | $249.0K | 0.01% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 3,884 | $248.0K | 0.07% | +2+0.1% | Added |
| Cape Cod Five Cents Savings Bank | 3,873 | $247.0K | 0.03% | −343−8.1% | Reduced |
| Peoples Financial Services Corp. | 3,837 | $245.0K | 0.13% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,825 | $244.0K | 0.02% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,806 | $243.0K | 0.05% | 00.0% | Unchanged |
| Bank of the West | 3,807 | $243.0K | 0.03% | +157+4.3% | Added |
| Profund Advisors LLC | 3,799 | $242.0K | 0.02% | +45+1.2% | Added |
| Northwest Bancshares, Inc. | 3,791 | $242.0K | 0.06% | +88+2.4% | Added |
| Mountain Pacific Investment Advisers Inc | 3,744 | $239.0K | 0.02% | −67−1.8% | Reduced |
| David Loasby | 3,682 | $239.0K | 0.04% | +7+0.2% | Added |
| Perkins Coie Trust Co | 3,728 | $238.0K | 0.09% | −5,200−58.2% | Reduced |
| Ossiam | 3,733 | $238.0K | 0.01% | +3,733 | New |
| SlateStone Wealth, LLC | 3,689 | $235.0K | 0.06% | 00.0% | Unchanged |
| Burleson & Company, LLC | 3,673 | $234.0K | 0.05% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,671 | $234.0K | 0.10% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,653 | $233.0K | 0.02% | −221−5.7% | Reduced |
| Kore Private Wealth LLC | 3,659 | $233.0K | 0.04% | −79−2.1% | Reduced |
| Washington Trust Advisors, Inc. | 3,641 | $233.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,643 | $232.0K | 0.01% | −374−9.3% | Reduced |
| Fruth Investment Management | 3,628 | $231.0K | 0.08% | 00.0% | Unchanged |
| Surevest, LLC | 3,599 | $230.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,745 | $230.0K | 0.01% | +299+6.7% | Added |
| Riverwater Partners LLC | 3,563 | $227.0K | 0.23% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,541 | $226.0K | 0.02% | −672−16.0% | Reduced |
| Flputnam Investment Management Co | 3,546 | $226.0K | 0.01% | −341−8.8% | Reduced |
| Bard Financial Services, Inc. | 3,545 | $226.0K | 0.02% | −125−3.4% | Reduced |
| HBK Sorce Advisory LLC | 3,541 | $226.0K | 0.02% | +221+6.7% | Added |
| Farmers National Bank | 3,530 | $225.2K | 0.09% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,523 | $225.0K | 0.18% | +10.0% | Added |
| Valeo Financial Advisors, LLC | 3,511 | $224.0K | 0.01% | −12−0.3% | Reduced |
| TCTC Holdings, LLC | 3,507 | $224.0K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 3,495 | $223.0K | 0.01% | −34−1.0% | Reduced |
| Amplius Wealth Advisors, LLC | 3,478 | $222.0K | 0.04% | −8−0.2% | Reduced |
| MEMBERS Trust Co | 3,461 | $221.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 3,445 | $220.0K | 0.01% | −80−2.3% | Reduced |
| Deseret Mutual Benefit Administrators | 3,427 | $219.0K | 0.06% | −495−12.6% | Reduced |
| Moneta Group Investment Advisors LLC | 3,401 | $217.0K | 0.01% | −448−11.6% | Reduced |
| Great Valley Advisor Group, Inc. | 3,397 | $217.0K | 0.01% | −246−6.8% | Reduced |
| Virginia Retirement Systems Et Al | 3,400 | $216.9K | 0.00% | +3,400 | New |
| Boyd Watterson Asset Management LLC | 3,388 | $216.0K | 0.10% | +150+4.6% | Added |
| Chicago Trust Co NA | 3,365 | $215.0K | 0.06% | −34−1.0% | Reduced |
| Wade G W & Inc | 3,372 | $215.0K | 0.01% | +40+1.2% | Added |
| Keebeck Alpha, LP | 3,353 | $214.0K | 0.12% | +3,353 | New |
| Gillespie Robinson & Grimm Inc | 3,332 | $213.0K | 0.02% | −125−3.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,344 | $213.0K | 0.02% | −25−0.7% | Reduced |
| Apollon Wealth Management, LLC | 3,339 | $213.0K | 0.02% | +465+16.2% | Added |
| Credit Agricole S A | 3,340 | $213.0K | 0.01% | +3,340 | New |
| Atlantic Union Bankshares Corp | 3,310 | $211.0K | 0.02% | −4,750−58.9% | Reduced |
| Defined Wealth Management, LLC | 3,310 | $211.0K | 0.23% | 00.0% | Unchanged |
| Rothschild Investment Corp | 3,303 | $211.0K | 0.02% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,312 | $211.0K | 0.05% | +3,312 | New |
| Advisory Services Network, LLC | 3,294 | $210.0K | 0.01% | −410−11.1% | Reduced |
| Sun Life Financial INC | 3,233 | $206.0K | 0.02% | −633−16.4% | Reduced |
| Centaurus Financial, Inc. | 3,224 | $206.0K | 0.02% | −79−2.4% | Reduced |
| Security National Bank | 3,226 | $206.0K | 0.06% | 00.0% | Unchanged |
| First Foundation Advisors | 3,210 | $205.0K | 0.01% | −6,660−67.5% | Reduced |
| Institutional & Family Asset Management, LLC | 3,201 | $204.0K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,889 | $204.0K | 0.01% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,174 | $203.0K | 0.13% | −1,375−30.2% | Reduced |
| Meridian Wealth Management, LLC | 3,182 | $203.0K | 0.02% | −158−4.7% | Reduced |
| Court Place Advisors, LLC | 3,187 | $203.0K | 0.08% | −136−4.1% | Reduced |
| Resonant Capital Advisors, LLC | 3,186 | $203.0K | 0.03% | +15+0.5% | Added |
| Sequoia Financial Advisors, LLC | 3,150 | $201.0K | 0.01% | −288−8.4% | Reduced |
| Oppenheimer Asset Management Inc. | 3,124 | $200.0K | 0.00% | −110−3.4% | Reduced |
| Harbor Investment Advisory, LLC | 3,072 | $196.0K | 0.03% | −373−10.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,998 | $191.0K | 0.00% | −209−6.5% | Reduced |
| Systematic Financial Management LP | 3,000 | $191.0K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $191.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,969 | $189.0K | 0.01% | −507−14.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,960 | $189.0K | 0.04% | −113−3.7% | Reduced |
| Laurel Wealth Advisors LLC | 2,957 | $189.0K | 0.05% | −90−3.0% | Reduced |
| Legacy Bridge, LLC | 2,911 | $186.0K | 0.15% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,899 | $185.0K | 0.09% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,895 | $185.0K | 0.01% | +10.0% | Added |
| Quadrant Capital Group LLC | 2,898 | $185.0K | 0.02% | +69+2.4% | Added |
| Archer Investment Corp | 2,333 | $185.0K | 0.08% | +2,022+650.2% | Added |
| Colonial Trust Co | 2,721 | $174.0K | 0.06% | +2,721 | New |
| Proffitt & Goodson Inc | 2,703 | $172.0K | 0.04% | +274+11.3% | Added |
| Adirondack Trust Co | 2,677 | $171.0K | 0.10% | +35+1.3% | Added |
| Anchor Investment Management, LLC | 2,615 | $166.8K | 0.03% | −65−2.4% | Reduced |
| Asset Dedication, LLC | 2,479 | $162.0K | 0.02% | −10.0% | Reduced |
| Arrow Financial Corp | 2,403 | $154.0K | 0.02% | −15−0.6% | Reduced |
| Addison Advisors LLC | 2,340 | $149.0K | 0.09% | +1,104+89.3% | Added |
| Optimum Investment Advisors | 2,325 | $148.0K | 0.08% | 00.0% | Unchanged |
| Resources Management Corp | 2,301 | $147.0K | 0.03% | −125−5.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,308 | $147.0K | 0.09% | +10.0% | Added |
| Cypress Capital Management LLC (WY) | 2,280 | $145.0K | 0.21% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2,255 | $144.0K | 0.01% | −147−6.1% | Reduced |
| Allworth Financial LP | 2,231 | $142.0K | 0.00% | −41−1.8% | Reduced |
| Thomas White International Ltd | 2,170 | $138.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 2,138 | $137.0K | 0.09% | +8+0.4% | Added |
| Gamble Jones Investment Counsel | 2,153 | $137.0K | 0.01% | +2,153 | New |