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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 2,062 | $132.0K | 0.02% | −28−1.3% | Reduced |
| Belpointe Asset Management LLC | 2,031 | $130.0K | 0.01% | +113+5.9% | Added |
| EverSource Wealth Advisors, LLC | 2,026 | $130.0K | 0.03% | +318+18.6% | Added |
| Penserra Capital Management LLC | 2,024 | $129.0K | 0.00% | +52+2.6% | Added |
| Smithfield Trust Co | 1,855 | $121.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,897 | $121.0K | 0.01% | +1,897 | New |
| Neo Ivy Capital Management | 1,871 | $119.0K | 0.31% | +1,871 | New |
| Leonteq Securities AG | 1,859 | $118.6K | 0.01% | −225−10.8% | Reduced |
| Acropolis Investment Management, LLC | 1,795 | $115.0K | 0.01% | +1+0.1% | Added |
| BDO Wealth Advisors, LLC | 1,791 | $114.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,730 | $111.0K | 0.01% | −500−22.4% | Reduced |
| Massmutual Trust Co FSB | 1,659 | $106.0K | 0.00% | +7+0.4% | Added |
| Estabrook Capital Management | 1,647 | $105.1K | 0.02% | −270−14.1% | Reduced |
| Citizens National Bank Trust Department | 1,625 | $104.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,596 | $102.0K | 0.03% | −64−3.9% | Reduced |
| Acadian Asset Management LLC | 1,611 | $102.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,582 | $101.0K | 0.01% | +83+5.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,573 | $100.0K | 0.08% | −21−1.3% | Reduced |
| North Star Investment Management Corp. | 1,520 | $97.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,362 | $96.0K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $96.0K | 0.17% | – | New |
| Howe & Rusling Inc | 1,478 | $94.0K | 0.01% | +839+131.3% | Added |
| Ironwood Wealth Management, LLC. | 1,323 | $93.0K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,425 | $91.0K | 0.03% | −21−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,271 | $90.0K | 0.00% | +29+2.3% | Added |
| Atlas Capital Advisors LLC | 1,364 | $87.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $86.0K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,340 | $85.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,299 | $83.0K | 0.04% | −358−21.6% | Reduced |
| City State Bank | 1,304 | $83.0K | 0.06% | −13−1.0% | Reduced |
| Evermay Wealth Management LLC | 1,273 | $81.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,261 | $80.0K | 0.06% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 1,231 | $79.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,243 | $79.0K | 0.03% | +56+4.7% | Added |
| Itau Unibanco Holding S.A. | 1,242 | $79.0K | 0.00% | +1,242 | New |
| Piscataqua Savings Bank | 1,219 | $78.0K | 0.07% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,200 | $77.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,083 | $77.0K | 0.01% | −91−7.8% | Reduced |
| Alta Advisers Ltd | 1,200 | $77.0K | 0.05% | +1,200 | New |
| Geneos Wealth Management Inc. | 1,198 | $76.0K | 0.01% | −1,594−57.1% | Reduced |
| Sutton Wealth Advisors Inc. | 1,188 | $75.8K | 0.03% | −7−0.6% | Reduced |
| Raffa Wealth Management, LLC | 1,184 | $75.5K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,175 | $75.0K | 0.06% | 00.0% | Unchanged |
| Tevis Investment Management | 1,159 | $74.0K | 0.07% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,091 | $73.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,103 | $70.0K | 0.01% | +25+2.3% | Added |
| Money Concepts Capital Corp | 1,079 | $69.0K | 0.00% | +3+0.3% | Added |
| Oakworth Capital, Inc. | 1,086 | $69.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 1,076 | $69.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,076 | $69.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,071 | $68.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,051 | $67.0K | 0.04% | −627−37.4% | Reduced |
| FourThought Financial, LLC | 1,048 | $67.0K | 0.01% | −34−3.1% | Reduced |
| Ulland Investment Advisors, LLC | 1,049 | $67.0K | 0.07% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,023 | $65.0K | 0.00% | −254−19.9% | Reduced |
| Zions Bancorporation, N.A. | 1,017 | $65.0K | 0.01% | −3−0.3% | Reduced |
| CoreFirst Bank & Trust | 1,019 | $65.0K | 0.06% | −1−0.1% | Reduced |
| Atlantic Trust, LLC | 1,019 | $65.0K | 0.02% | +1,019 | New |
| Hanson & Doremus Investment Management | 1,010 | $64.0K | 0.02% | −206−16.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 991 | $63.0K | 0.06% | −20−2.0% | Reduced |
| Horan Securities, Inc. | 966 | $62.0K | 0.04% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 960 | $62.0K | 0.06% | +5+0.5% | Added |
| Crewe Advisors LLC | 963 | $61.0K | 0.01% | +4+0.4% | Added |
| Hudock, Inc. | 963 | $61.0K | 0.02% | +3+0.3% | Added |
| Glassman Wealth Services | 961 | $61.0K | 0.01% | +88+10.1% | Added |
| Wilen Investment Management Corp. | 946 | $60.0K | 0.06% | 00.0% | Unchanged |
| Clear Street Markets LLC | 880 | $56.0K | 0.01% | −4−0.5% | Reduced |
| PrairieView Partners, LLC | 872 | $56.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 862 | $55.0K | 0.00% | −241−21.8% | Reduced |
| Eagle Bay Advisors LLC | 843 | $54.0K | 0.03% | −39−4.4% | Reduced |
| Investors Asset Management of Georgia Inc | 853 | $54.0K | 0.03% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 834 | $53.4K | 0.03% | +1+0.1% | Added |
| Acima Private Wealth, LLC | 834 | $53.2K | 0.03% | 00.0% | Unchanged |
| American Research & Management Co. | 825 | $53.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 827 | $53.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $53.0K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 800 | $51.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 789 | $50.0K | 0.04% | +530+204.6% | Added |
| Oakmont Corp | 769 | $49.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 759 | $48.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,976 | $48.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 716 | $47.0K | 0.04% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 718 | $46.0K | 0.03% | −182−20.2% | Reduced |
| Quent Capital, LLC | 720 | $46.0K | 0.01% | +19+2.7% | Added |
| Riverview Trust Co | 690 | $44.0K | 0.04% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 682 | $44.0K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 598 | $42.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 635 | $40.0K | 0.00% | −23−3.5% | Reduced |
| TCI Wealth Advisors, Inc. | 608 | $39.0K | 0.01% | +29+5.0% | Added |
| Baystate Wealth Management LLC | 593 | $38.0K | 0.00% | −454−43.4% | Reduced |
| Key Financial Inc | 602 | $38.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 596 | $38.0K | 0.02% | +2+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 592 | $38.0K | 0.01% | +1+0.2% | Added |
| AdvisorNet Financial, Inc | 594 | $38.0K | 0.00% | +15+2.6% | Added |
| Parallax Volatility Advisers, L.P. | 599 | $38.0K | 0.00% | +599 | New |
| Pinnacle Bancorp, Inc. | 572 | $36.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 559 | $36.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 565 | $36.0K | 0.00% | +513+986.5% | Added |
| Atticus Wealth Management, LLC | 476 | $34.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 516 | $33.0K | 0.01% | +64+14.2% | Added |