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Livermore
Livermore
ZHEN

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, Q4 2022

Institutional positions in Otis Worldwide Corp as of Dec 31, 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
1,106
+84 vs. Q3 2022
Shares held
355.0M
+528.8K (+0.1%) vs. Q3 2022
Total value
$27.8B
+$5.21B (+23.1%) vs. Q3 2022
New holders
159
300 more added
Sold out
75
433 more reduced

23 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,106 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ4 2022: $27.8B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2022.

Institutions holding OTIS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
HBC Financial Services, PLLC7$00.00%−20−74.1%Reduced
Benjamin Edwards Inc6$00.00%00.0%Unchanged
Pittenger & Anderson Inc1$780.00%00.0%Unchanged
Coastal Capital Group, Inc.2$1320.00%00.0%Unchanged
Bellwether Advisors, LLC2$1560.00%+2New
PSI Advisors, LLC2$1570.00%00.0%Unchanged
St Germain D J Co Inc2,834$2220.00%−55−1.9%Reduced
Delos Wealth Advisors, LLC5$3920.00%00.0%Unchanged
Heritage Wealth Management, LLC6$4700.00%+3+100.0%Added
Tfo-TDC, LLC20$5590.00%+20New
Wolff Wiese Magana LLC8$6260.00%−41−83.7%Reduced
Syverson Strege & Co8$6260.00%00.0%Unchanged
New Millennium Group LLC9$7050.00%+9New
Global Trust Asset Management, LLC11$8610.00%00.0%Unchanged
Guardian Wealth Management, Inc.12$9650.00%00.0%Unchanged
Jones Financial Companies LLLP8$1.00K0.00%−83−91.2%Reduced
Ogorek Anthony Joseph23$1.00K0.00%00.0%Unchanged
TSFG, LLC9$1.00K0.00%00.0%Unchanged
West Paces Advisors Inc.14$1.10K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC15$1.18K0.00%+15New
Coppell Advisory Solutions Corp.15$1.18K0.00%+15New
Trifecta Capital Advisors, LLC15$1.18K0.00%+15New
Marquette Asset Management, LLC18$1.41K0.00%+18New
Ten Capital Wealth Advisors, LLC19$1.45K0.00%−3−13.6%Reduced
TD Capital Management LLC20$1.57K0.00%00.0%Unchanged
1832 Asset Management L.P.20$1.57K0.00%+20New
Twin Lakes Capital Management, LLC23$1.78K0.00%00.0%Unchanged
Affiance Financial, LLC25$1.96K0.00%+25New
Financial Connections Group, Inc.29$2.00K0.00%+29New
PFS Partners, LLC26$2.01K0.00%00.0%Unchanged
Financial Freedom, LLC27$2.11K0.00%+27New
Zullo Investment Group, Inc.30$2.35K0.00%−6−16.7%Reduced
Cribstone Capital Management, LLC32$2.51K0.00%00.0%Unchanged
True Wealth Design, LLC33$2.58K0.00%+33New
Legend Financial Advisors, Inc.34$2.66K0.00%00.0%Unchanged
Global Financial Private Client, LLC37$2.90K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC37$2.97K0.00%+37New
Valley National Advisers Inc41$3.00K0.00%00.0%Unchanged
Steward Financial Group LLC44$3.00K0.00%+44New
Larson Financial Group LLC39$3.08K0.00%00.0%Unchanged
Schubert & Co40$3.13K0.00%−8−16.7%Reduced
SOA Wealth Advisors, LLC.40$3.13K0.00%00.0%Unchanged
Toth Financial Advisory Corp45$3.52K0.00%00.0%Unchanged
McIlrath & Eck, LLC45$3.52K0.00%00.0%Unchanged
Norway Savings Bank48$3.76K0.00%+18+60.0%Added
Beaird Harris Wealth Management, LLC49$3.84K0.00%+49New
WR Wealth Planners, LLC50$3.92K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.55$4.00K0.00%−5,631−99.0%Reduced
Tradition Wealth Management, LLC47$4.00K0.00%−18−27.7%Reduced
Lakewood Asset Management LLC51$4.00K0.00%+51New
Glass Jacobson Investment Advisors llc54$4.22K0.00%+54New
Granite FO LLC57$4.45K0.00%+57New
SJS Investment Consulting Inc.61$4.78K0.00%+12+24.5%Added
Corrado Advisors, LLC61$4.78K0.00%+61New
EWG Elevate Inc.61$4.78K0.00%+61New
McElhenny Sheffield Capital Management, LLC63$4.93K0.00%+63New
Abound Wealth Management67$5.25K0.00%+47+235.0%Added
Creative Financial Designs Inc68$5.32K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.75$5.87K0.00%00.0%Unchanged
WFA of San Diego, LLC75$5.87K0.00%+75New
Nomura Holdings Inc79$6.00K0.00%+79New
Kayne Anderson Rudnick Investment Management LLC79$6.19K0.00%00.0%Unchanged
Focused Wealth Management, Inc83$6.52K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC86$6.73K0.00%+86New
Tyler-Stone Wealth Management86$7.00K0.00%00.0%Unchanged
My Personal CFO, LLC90$7.05K0.01%+90New
Baker Avenue Asset Management, LP97$7.60K0.00%+97New
First Personal Financial Services100$7.83K0.00%00.0%Unchanged
Johnson Financial Group, Inc.100$7.83K0.00%+65+185.7%Added
PrairieView Partners, LLC113$8.00K0.00%−759−87.0%Reduced
Financial Management Professionals, Inc.101$8.00K0.00%00.0%Unchanged
First PREMIER Bank100$8.00K0.00%00.0%Unchanged
Disciplined Investments, LLC103$8.07K0.00%+4+4.0%Added
First Eagle Investment Management, LLC106$8.30K0.00%+106New
Rise Advisors, LLC109$8.51K0.01%+1+0.9%Added
DecisionPoint Financial, LLC110$8.62K0.01%+110New
Newbridge Financial Services Group, Inc.114$8.93K0.01%−101−47.0%Reduced
Bogart Wealth, LLC114$8.93K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.115$9.00K0.01%+1+0.9%Added
Core Alternative Capital116$9.11K0.00%−75−39.3%Reduced
Sittner & Nelson, LLC118$9.24K0.01%−36−23.4%Reduced
Exchange Traded Concepts, LLC119$9.32K0.00%+71+147.9%Added
Lumature Wealth Partners, LLC121$9.48K0.01%00.0%Unchanged
Farther Finance Advisors, LLC122$9.55K0.00%+122New
MinichMacGregor Wealth Management, LLC125$9.79K0.00%+125New
Tortoise Investment Management, LLC125$9.79K0.00%−50−28.6%Reduced
Freedom Wealth Alliance, LLC125$9.83K0.01%+125New
Rosenberg Matthew Hamilton142$11.1K0.00%00.0%Unchanged
Fiduciary Alliance LLC148$11.6K0.00%+148New
Annapolis Financial Services, LLC150$11.7K0.00%00.0%Unchanged
Edmond de Rothschild Holding S.A.150$11.7K0.00%00.0%Unchanged
Westside Investment Management, Inc.175$13.0K0.00%00.0%Unchanged
Level Financial Advisors, Inc.160$13.0K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC169$13.0K0.02%00.0%Unchanged
Tanglewood Legacy Advisors, LLC167$13.1K0.01%+167New
JJJ Advisors Inc.158$13.1K0.00%+61+62.9%Added
MCF Advisors LLC171$13.4K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC172$13.5K0.00%00.0%Unchanged
West Oak Capital, LLC175$14.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC545$14.0K0.00%+374+218.7%Added