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Livermore
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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.

Q4 2022 vs. Q3 2022

How the institutions holding Otis Worldwide Corp changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of OTIS: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1,045231,106+84
Shares355.4M902.6K355.0M+528.8K (+0.1%)
Value$22.6B$57.8M$27.8B+$5.21B (+23.1%)

23 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (159)

Institutions that held Otis Worldwide Corp at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 159 by value.

Institutions new to OTIS in Q4 2022
InstitutionSharesValue% of portfolio
Point72 Asset Management, L.P.539,064$42.2M0.16%
StonePine Asset Management Inc.212,791$16.7M3.13%
Alyeska Investment Group, L.P.211,079$16.5M0.17%
Woodline Partners LP207,553$16.3M0.22%
Walleye Capital LLC204,800$16.0M0.35%
Nekton Capital Ltd.179,529$14.1M3.17%
Greenland Capital Management LP161,656$12.7M2.32%
Adage Capital Partners GP, L.L.C.160,424$12.6M0.03%
CI Private Wealth, LLC157,169$12.3M0.04%
Interval Partners, LP123,767$9.69M0.78%
Brookfield Asset Management Inc.117,454$9.20M0.03%
Marshall Wace, LLP106,708$8.36M0.02%
Mount Capital Ltd100,600$7.88M3.05%
Longbow Finance SA77,873$6.10M0.82%
Trium Capital LLP74,361$5.82M2.66%
Holocene Advisors, LP55,668$4.36M0.03%
SYSTM Wealth Solutions LLC51,220$4.01M0.50%
Maryland State Retirement & Pension System32,336$2.53M0.07%
Wolverine Asset Management LLC28,000$2.19M0.03%
Vident Investment Advisory, LLC26,117$2.05M0.08%
Arrowstreet Capital, Limited Partnership23,310$1.82M0.00%
Allstate Investment Management Co23,207$1.82M0.06%
AMF Pensionsforsakring AB22,543$1.77M0.02%
Tilt Investment Management Holdings, PBC21,172$1.66M1.41%
Seven Eight Capital, LP16,534$1.29M0.34%
Zeke Capital Advisors, LLC14,738$1.15M0.08%
Nordwand Advisors, LLC11,751$920.2K0.11%
Bayesian Capital Management, LP11,700$916.2K0.13%
Compass Wealth Management LLC11,520$902.1K0.30%
TCW Group Inc11,210$877.9K0.01%
Sather Financial Group Inc11,154$873.5K0.07%
Toews Corp9,900$775.3K0.38%
Bleakley Financial Group, LLC9,534$746.6K0.03%
Pring Turner Capital Group Inc7,575$593.2K0.65%
Waterford Advisors, LLC6,690$524.0K0.31%
Auto-Owners Insurance Co6,393$500.6K0.02%
Orion Portfolio Solutions, LLC5,536$433.5K0.02%
Hartford Funds Management Co LLC5,311$415.9K0.04%
Dover Advisors, LLC5,138$402.4K0.43%
Change Path, LLC4,938$387.0K0.02%
Lombard Odier Asset Management (Switzerland) SA4,859$380.5K0.03%
Scissortail Wealth Management, LLC4,429$369.0K0.21%
Meeder Advisory Services, Inc.4,496$352.1K0.04%
Sawtooth Solutions, LLC4,236$331.7K0.05%
TownSquare Capital, LLC4,123$322.9K0.01%
CX Institutional4,069$318.7K0.02%
Cullinan Associates Inc4,003$313.0K0.02%
Axxcess Wealth Management, LLC3,780$296.0K0.02%
Stratos Wealth Advisors, LLC3,770$295.2K0.02%
Daymark Wealth Partners, LLC3,589$281.1K0.05%
General Partner, Inc.3,480$272.5K0.25%
Trillium Asset Management, LLC3,450$270.0K0.01%
Pinnacle Wealth Management Advisory Group, LLC3,373$264.1K0.04%
Gitterman Wealth Management, LLC3,359$263.2K0.13%
GWM Advisors LLC4,730$255.6K0.01%
Centiva Capital, LP3,220$252.2K0.02%
Avidian Wealth Solutions, LLC3,173$248.5K0.02%
New England Capital Financial Advisors LLC3,046$246.2K0.17%
Gyon Technologies Capital Management, LP3,132$245.3K0.09%
J. L. Bainbridge & Co., Inc.3,089$241.9K0.04%
Signature Wealth Management Partners, LLC3,087$241.7K0.24%
Obermeyer Wood Investment Counsel, LLLP3,085$241.6K0.02%
Cobblestone Capital Advisors LLC3,073$240.6K0.02%
Lido Advisors, LLC3,070$240.4K0.00%
Forum Financial Management, LP3,049$238.8K0.01%
Forbes J M & Co LLP3,008$236.0K0.03%
LMCG Investments, LLC3,007$235.5K0.02%
Howland Capital Management LLC3,001$235.0K0.01%
Hancock Whitney Corp2,998$235.0K0.01%
LCM Capital Management Inc2,984$233.7K0.23%
First Citizens Bank & Trust Co2,940$230.0K0.01%
Calamos Wealth Management LLC2,925$229.1K0.02%
Spinnaker Trust2,856$224.0K0.02%
Mitchell McLeod Pugh & Williams Inc2,853$223.4K0.08%
Prospera Financial Services Inc2,852$223.4K0.01%
9258 Wealth Management, LLC2,849$223.1K0.05%
EP Wealth Advisors, LLC2,821$220.9K0.00%
Essex Savings Bank2,810$220.0K0.08%
SkyView Investment Advisors, LLC2,809$220.0K0.07%
First Capital Advisors Group, LLC.2,809$220.0K0.15%
Intrua Financial, LLC2,757$219.6K0.05%
Northeast Investment Management2,781$218.0K0.01%
Patriot Financial Group Insurance Agency, LLC2,784$218.0K0.05%
Kerntke Otto McGlone Wealth Management Group2,765$217.0K0.25%
InterOcean Capital Group, LLC2,747$215.1K0.01%
Farmers Trust Co2,725$213.0K0.05%
Qtron Investments LLC2,701$211.5K0.04%
Baker Ellis Asset Management LLC2,696$211.1K0.04%
Prescott Group Capital Management, L.L.C.2,700$211.0K0.05%
Cyndeo Wealth Partners, LLC2,690$210.7K0.02%
Institute for Wealth Management, LLC.2,660$208.3K0.04%
Shelton Capital Management2,659$208.2K0.02%
Aveo Capital Partners, LLC2,655$207.9K0.03%
Cullen Capital Management LLC2,646$207.2K0.00%
Aevitas Wealth Management, Inc.2,637$206.5K0.12%
Bellecapital International Ltd.2,624$205.5K0.06%
Principal Street Partners, LLC2,617$204.9K0.05%
Ballentine Partners, LLC2,604$203.9K0.01%
Leavell Investment Management, Inc.2,589$203.0K0.02%
Mairs & Power Inc2,576$201.7K0.00%

Sold out (75)

Institutions that held Otis Worldwide Corp at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of OTIS in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Formuepleje A/S530,481$33.8M
Clean Energy Transition LLP330,657$21.1M
Qube Research & Technologies Ltd302,413$19.3M
MUFG Americas Holdings Corp151,788$9.68M
Twinbeech Capital LP131,729$8.40M
Churchill Management Corp114,778$7.32M
Altrinsic Global Advisors LLC114,462$7.30M
Trexquant Investment LP81,336$5.19M
Kiwi Wealth Investments Limited Partnership71,300$5.04M
Varma Mutual Pension Insurance Co58,000$3.70M
Aptus Capital Advisors, LLC46,195$2.95M
AlphaCrest Capital Management LLC41,689$2.66M
Echo Street Capital Management LLC36,779$2.35M
Engineers Gate Manager LP32,038$2.04M
Alberta Investment Management Corp25,935$1.66M
Occudo Quantitative Strategies LP23,449$1.50M
Dynamic Technology Lab Private Ltd23,157$1.48M
PFS Investments Inc.21,972$1.40M
Weiss Multi-Strategy Advisers LLC20,000$1.28M
Prelude Capital Management, LLC17,448$1.11M
Caxton Associates LP16,546$1.06M
Blueshift Asset Management, LLC15,585$994.0K
Worldquant Millennium Advisors LLC14,179$905.0K
Point72 Hong Kong Ltd11,229$716.0K
MQS Management LLC9,356$597.0K
Y-Intercept (Hong Kong) Ltd8,064$514.5K
Stevens Capital Management LP7,498$478.0K
Silver Oak Securities, Inc5,162$414.6K
Machina Capital S.A.S.6,203$396.0K
XTX Topco Ltd5,677$362.0K
swisspartners Ltd.5,593$357.0K
OPSEU Pension Plan Trust Fund5,371$351.0K
Westport Asset Management Inc4,127$338.0K
Meeder Asset Management Inc5,216$333.0K
Graham Capital Management, L.P.5,156$328.0K
Boothbay Fund Management, LLC4,982$318.0K
Bath Savings Trust Co4,958$316.0K
Western Wealth Management, LLC5,005$316.0K
Baker Tilly Wealth Management, LLC4,741$302.0K
Wolverine Trading, LLC4,491$290.0K
Maven Securities LTD4,417$282.0K
FDx Advisors, Inc.4,274$273.0K
Founders Financial Securities LLC4,025$257.0K
Ritholtz Wealth Management4,021$257.0K
Amplius Wealth Advisors, LLC3,478$222.0K
MEMBERS Trust Co3,461$221.0K
Moneta Group Investment Advisors LLC3,401$217.0K
Lowe Brockenbrough & Co Inc3,344$213.0K
Atlantic Union Bankshares Corp3,310$211.0K
BSW Wealth Partners3,312$211.0K
Oppenheimer Asset Management Inc.3,124$200.0K
Gamble Jones Investment Counsel2,153$137.0K
Neo Ivy Capital Management1,871$119.0K
CenterStar Asset Management, LLC–$96.0K
Howe & Rusling Inc1,478$94.0K
Ironwood Wealth Management, LLC.1,323$93.0K
Itau Unibanco Holding S.A.1,242$79.0K
Tevis Investment Management1,159$74.0K
Hudock, Inc.963$61.0K
Investors Asset Management of Georgia Inc853$54.0K
Oxler Private Wealth LLC834$53.4K
Parallax Volatility Advisers, L.P.599$38.0K
BOK Financial Private Wealth, Inc.500$32.0K
Castle Wealth Management LLC340$22.0K
Hallmark Capital Management Inc250$16.0K
Cutler Group LP253$16.0K
West Bancorporation Inc230$15.0K
Cowa, LLC230$15.0K
New England Asset Management Inc226$14.0K
Professional Financial Advisors, LLC108$7.00K
Selective Wealth Management, Inc.81$5.00K
Transamerica Financial Advisors, Inc.50$4.00K
Ellis Investment Partners, LLC61$3.00K
Oliver Lagore Vanvalin Investment Group8$1.00K
CFS Investment Advisory Services, LLC12,568$0

Not filed for Q4 2022 yet (23)

Institutions that held Otis Worldwide Corp at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTIS in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management740,718$47.3M
Corient Capital Partners, LLC23,775$1.68M
Jefferies Group LLC19,300$1.23M
BTR Capital Management Inc17,321$1.10M
Inverness Counsel LLC13,432$857.0K
Dowling & Yahnke LLC13,363$853.0K
Regentatlantic Capital LLC12,947$826.0K
Redpoint Investment Management Pty Ltd10,504$670.0K
Bluestein R H & Co10,415$664.0K
American Portfolios Advisors6,163$393.2K
NuWave Investment Management, LLC5,996$383.0K
Spearhead Capital Advisors, LLC5,294$338.0K
55I, LLC4,482$286.0K
Kore Private Wealth LLC3,659$233.0K
Surevest, LLC3,599$230.0K
Covington Capital Management3,445$220.0K
Keebeck Alpha, LP3,353$214.0K
Wipfli Financial Advisors LLC,1,897$121.0K
FourThought Financial, LLC1,048$67.0K
Wilen Investment Management Corp.946$60.0K
American Research & Management Co.825$53.0K
Strategic Asset Management, LLC111$7.00K
Pacific Center for Financial Services25$2.00K