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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 180 | $14.1K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 181 | $14.2K | 0.01% | −131−42.0% | Reduced |
| Hall Laurie J Trustee | 189 | $15.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 192 | $15.0K | 0.01% | −6−3.0% | Reduced |
| Earnest Partners LLC | 196 | $15.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 199 | $15.6K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 199 | $15.6K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $15.7K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 193 | $15.8K | 0.01% | +193 | New |
| Thompson Siegel & Walmsley LLC | 208 | $16.0K | 0.00% | −7,500−97.3% | Reduced |
| Endurance Wealth Management, Inc. | 205 | $16.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 216 | $16.9K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 225 | $17.6K | 0.01% | +75+50.0% | Added |
| DT Investment Partners, LLC | 227 | $17.8K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 234 | $18.0K | 0.01% | −114−32.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 230 | $18.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 237 | $18.6K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 244 | $19.1K | 0.01% | +244 | New |
| Armstrong Advisory Group, Inc | 247 | $19.3K | 0.00% | +247 | New |
| Osterweis Capital Management Inc | 250 | $19.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 252 | $19.7K | 0.01% | +252 | New |
| Sound Income Strategies, LLC | 258 | $20.2K | 0.00% | −16−5.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 261 | $20.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 262 | $20.5K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 263 | $20.6K | 0.01% | +1+0.4% | Added |
| Glen Eagle Advisors, LLC | 275 | $21.5K | 0.01% | −20−6.8% | Reduced |
| Hexagon Capital Partners LLC | 278 | $21.8K | 0.01% | −43−13.4% | Reduced |
| First National Bank of South Miami | 300 | $23.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 294 | $23.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 311 | $24.4K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 316 | $24.7K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 325 | $25.0K | 0.01% | −90−21.7% | Reduced |
| Antonetti Capital Management LLC | 325 | $25.5K | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 335 | $26.2K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 335 | $26.2K | 0.00% | +105+45.7% | Added |
| Sargent Bickham Lagudis LLC | 337 | $26.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 339 | $27.0K | 0.00% | +26+8.3% | Added |
| American National Bank | 348 | $27.0K | 0.01% | +317+1,022.6% | Added |
| Truvestments Capital LLC | 350 | $27.4K | 0.02% | −16−4.4% | Reduced |
| Bray Capital Advisors | 350 | $27.4K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 359 | $28.1K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 360 | $28.2K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 362 | $28.3K | 0.01% | +362 | New |
| Motco | 366 | $28.7K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 372 | $29.0K | 0.01% | −36−8.8% | Reduced |
| Orion Capital Management LLC | 375 | $29.4K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 379 | $29.7K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 387 | $30.3K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 401 | $31.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 393 | $31.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 394 | $31.0K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $31.3K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 400 | $31.3K | 0.01% | +400 | New |
| Hantz Financial Services, Inc. | 414 | $32.0K | 0.00% | −25,709−98.4% | Reduced |
| SRS Capital Advisors, Inc. | 415 | $32.5K | 0.00% | +1+0.2% | Added |
| Pinnacle Financial Partners Inc | 417 | $32.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 410 | $32.7K | 0.01% | +410 | New |
| Clear Street Markets LLC | 421 | $33.0K | 0.01% | −459−52.2% | Reduced |
| Creative Capital Management Investments LLC | 424 | $33.0K | 0.03% | +424 | New |
| Resurgent Financial Advisors LLC | 425 | $33.3K | 0.02% | +425 | New |
| Norwood Financial Corp | 430 | $33.7K | 0.05% | −40−8.5% | Reduced |
| Atticus Wealth Management, LLC | 431 | $33.8K | 0.01% | −45−9.5% | Reduced |
| BerganKDV Wealth Management, LLC | 436 | $34.1K | 0.00% | +4+0.9% | Added |
| Accel Wealth Management | 449 | $35.1K | 0.02% | +1+0.2% | Added |
| Register Financial Advisors LLC | 450 | $35.2K | 0.02% | +450 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 456 | $35.7K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 452 | $36.0K | 0.01% | −64−12.4% | Reduced |
| Cary Street Partners Asset Management LLC | 472 | $37.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 474 | $37.1K | 0.01% | +88+22.8% | Added |
| Trustcore Financial Services, LLC | 480 | $37.6K | 0.00% | +1+0.2% | Added |
| Key Financial Inc | 602 | $38.4K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 500 | $39.0K | 0.04% | −190−27.5% | Reduced |
| Missouri Trust & Investment Co | 503 | $39.0K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 523 | $41.0K | 0.03% | +523 | New |
| Old North State Trust, LLC | 524 | $41.0K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 551 | $43.0K | 0.02% | +500+980.4% | Added |
| New Hampshire Trust | 550 | $43.1K | 0.01% | +550 | New |
| Aspire Private Capital, LLC | 559 | $43.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 572 | $45.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 586 | $45.9K | 0.00% | −500−46.0% | Reduced |
| AdvisorNet Financial, Inc | 589 | $46.1K | 0.00% | −5−0.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 592 | $46.4K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 598 | $46.8K | 0.02% | +2+0.3% | Added |
| Park Place Capital Corp | 605 | $47.0K | 0.01% | +605 | New |
| Beacon Capital Management, LLC | 607 | $47.5K | 0.02% | +9+1.5% | Added |
| Assetmark, Inc | 607 | $47.5K | 0.00% | +300+97.7% | Added |
| TCI Wealth Advisors, Inc. | 608 | $47.6K | 0.01% | 00.0% | Unchanged |
| Madden Securities Corp | 617 | $48.3K | 0.03% | +617 | New |
| Arcus Capital Partners, LLC | 621 | $48.6K | 0.02% | +621 | New |
| Capital Analysts, LLC | 637 | $50.0K | 0.00% | +2+0.3% | Added |
| JFS Wealth Advisors, LLC | 647 | $50.7K | 0.00% | +491+314.7% | Added |
| Baystate Wealth Management LLC | 663 | $52.0K | 0.00% | +70+11.8% | Added |
| Hoertkorn Richard Charles | 682 | $53.4K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 692 | $54.0K | 0.06% | +186+36.8% | Added |
| Old Second National Bank of Aurora | 700 | $54.8K | 0.02% | +400+133.3% | Added |
| Bellevue Asset Management, LLC | 716 | $55.7K | 0.04% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 718 | $56.2K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,976 | $57.9K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 759 | $59.4K | 0.02% | 00.0% | Unchanged |
| Oakmont Corp | 769 | $60.0K | 0.01% | 00.0% | Unchanged |