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 |
|---|---|---|---|---|---|
| Veritas Investment Partners (UK) Ltd. | 800 | $62.7K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 799 | $63.0K | 0.01% | −1,502−65.3% | Reduced |
| CVA Family Office, LLC | 810 | $63.4K | 0.02% | +338+71.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 822 | $64.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 819 | $64.2K | 0.01% | +99+13.8% | Added |
| Evermay Wealth Management LLC | 823 | $64.4K | 0.01% | −450−35.3% | Reduced |
| CoreCap Advisors, LLC | 826 | $64.7K | 0.00% | +826 | New |
| Stonebridge Capital Advisors LLC | 827 | $64.8K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 834 | $65.3K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 849 | $66.5K | 0.01% | −112−11.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 849 | $66.5K | 0.04% | +849 | New |
| Perkins Coie Trust Co | 856 | $67.0K | 0.02% | −2,872−77.0% | Reduced |
| Spire Wealth Management | 887 | $69.0K | 0.00% | +25+2.9% | Added |
| Comerica Securities,inc. | 883 | $69.1K | 0.00% | +883 | New |
| Zions Bancorporation, N.A. | 890 | $69.7K | 0.01% | −127−12.5% | Reduced |
| First Command Bank | 898 | $70.0K | 0.01% | −178−16.5% | Reduced |
| First Command Financial Services, Inc. | 898 | $70.0K | 0.01% | −178−16.5% | Reduced |
| One Wealth Advisors, LLC | 901 | $70.6K | 0.02% | +901 | New |
| RFP Financial Group LLC | 908 | $71.1K | 0.03% | +908 | New |
| Covestor Ltd | 913 | $72.0K | 0.06% | +124+15.7% | Added |
| DuPont Capital Management Corp | 933 | $73.1K | 0.00% | −90−8.8% | Reduced |
| Hanson & Doremus Investment Management | 947 | $74.0K | 0.02% | −63−6.2% | Reduced |
| Horan Securities, Inc. | 958 | $75.0K | 0.04% | −8−0.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 960 | $75.2K | 0.07% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 974 | $76.0K | 0.03% | −45−4.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 991 | $78.0K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,005 | $78.7K | 0.01% | −78−7.2% | Reduced |
| MV Capital Management, Inc. | 1,009 | $79.0K | 0.01% | −94−8.5% | Reduced |
| CoreFirst Bank & Trust | 1,019 | $79.8K | 0.06% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,051 | $82.3K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,069 | $83.7K | 0.02% | −22−2.0% | Reduced |
| Monetary Management Group Inc | 1,071 | $83.9K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,071 | $84.0K | 0.10% | +22+2.1% | Added |
| Compagnie Lombard Odier SCmA | 1,097 | $86.0K | 0.00% | +747+213.4% | Added |
| Eagle Bay Advisors LLC | 1,148 | $89.9K | 0.05% | +305+36.2% | Added |
| Crewe Advisors LLC | 1,150 | $90.1K | 0.01% | +187+19.4% | Added |
| Geneos Wealth Management Inc. | 1,158 | $90.7K | 0.01% | −40−3.3% | Reduced |
| Gables Capital Management Inc. | 1,175 | $92.0K | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,182 | $93.0K | 0.00% | +617+109.2% | Added |
| Fortis Advisors, LLC | 1,200 | $94.0K | 0.07% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $94.0K | 0.06% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,219 | $95.5K | 0.08% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,219 | $95.5K | 0.04% | +35+3.0% | Added |
| Clear Perspectives Financial Planning, LLC | 1,231 | $96.4K | 0.05% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,261 | $99.0K | 0.06% | 00.0% | Unchanged |
| City State Bank | 1,279 | $100.0K | 0.06% | −25−1.9% | Reduced |
| Parkside Financial Bank & Trust | 1,280 | $100.2K | 0.03% | +37+3.0% | Added |
| Sutton Wealth Advisors Inc. | 1,303 | $102.0K | 0.04% | +115+9.7% | Added |
| Baldwin Brothers Inc | 1,330 | $104.2K | 0.01% | +1,080+432.0% | Added |
| Center for Financial Planning, Inc. | 1,340 | $104.9K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $105.7K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,364 | $106.8K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,368 | $107.1K | 0.01% | +6+0.4% | Added |
| Mascoma Wealth Management LLC | 1,425 | $111.6K | 0.04% | 00.0% | Unchanged |
| Thomas White International Ltd | 1,484 | $116.2K | 0.03% | −686−31.6% | Reduced |
| North Star Investment Management Corp. | 1,520 | $119.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,538 | $120.0K | 0.08% | −35−2.2% | Reduced |
| Acropolis Investment Management, LLC | 1,543 | $120.8K | 0.01% | −252−14.0% | Reduced |
| Bank of New Hampshire | 1,581 | $124.0K | 0.04% | −15−0.9% | Reduced |
| Acadian Asset Management LLC | 1,611 | $126.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,625 | $127.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 1,637 | $128.2K | 0.01% | +55+3.5% | Added |
| Estabrook Capital Management | 1,647 | $129.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,642 | $129.0K | 0.02% | −88−5.1% | Reduced |
| Massmutual Trust Co FSB | 1,695 | $133.0K | 0.01% | +36+2.2% | Added |
| BDO Wealth Advisors, LLC | 1,791 | $140.3K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,830 | $143.3K | 0.18% | −450−19.7% | Reduced |
| Colonial Trust Co | 1,842 | $144.2K | 0.04% | −879−32.3% | Reduced |
| Leonteq Securities AG | 1,859 | $145.6K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,855 | $147.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,307 | $147.0K | 0.00% | +1,036+81.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,913 | $149.8K | 0.01% | +1,913 | New |
| Point72 Middle East FZE | 1,969 | $154.2K | 0.01% | +1,969 | New |
| Grove Bank & Trust | 2,073 | $162.0K | 0.04% | +2,073 | New |
| Manchester Capital Management LLC | 2,072 | $162.3K | 0.02% | +10+0.5% | Added |
| Deseret Mutual Benefit Administrators | 2,076 | $162.6K | 0.07% | −1,351−39.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,081 | $162.9K | 0.09% | −227−9.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,106 | $164.9K | 0.02% | +80+3.9% | Added |
| First Financial Corp | 2,138 | $167.4K | 0.10% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2,255 | $176.6K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,272 | $177.9K | 0.04% | +2,272 | New |
| Optimum Investment Advisors | 2,325 | $182.1K | 0.10% | 00.0% | Unchanged |
| State of Wyoming | 2,356 | $184.5K | 0.06% | +1,057+81.4% | Added |
| Arrow Financial Corp | 2,371 | $186.0K | 0.03% | −32−1.3% | Reduced |
| Asset Dedication, LLC | 2,462 | $193.0K | 0.02% | −17−0.7% | Reduced |
| Patton Fund Management, Inc. | 2,556 | $200.0K | 0.06% | +2,556 | New |
| Mairs & Power Inc | 2,576 | $201.7K | 0.00% | +2,576 | New |
| Leavell Investment Management, Inc. | 2,589 | $203.0K | 0.02% | +2,589 | New |
| Ballentine Partners, LLC | 2,604 | $203.9K | 0.01% | +2,604 | New |
| Anchor Investment Management, LLC | 2,615 | $204.8K | 0.03% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,617 | $204.9K | 0.05% | +2,617 | New |
| Bellecapital International Ltd. | 2,624 | $205.5K | 0.06% | +2,624 | New |
| Adirondack Trust Co | 2,632 | $206.1K | 0.11% | −45−1.7% | Reduced |
| Aevitas Wealth Management, Inc. | 2,637 | $206.5K | 0.12% | +2,637 | New |
| Cullen Capital Management LLC | 2,646 | $207.2K | 0.00% | +2,646 | New |
| Brighton Jones LLC | 2,650 | $207.5K | 0.01% | −993−27.3% | Reduced |
| Aveo Capital Partners, LLC | 2,655 | $207.9K | 0.03% | +2,655 | New |
| Addison Advisors LLC | 2,657 | $208.1K | 0.12% | +317+13.5% | Added |
| Shelton Capital Management | 2,659 | $208.2K | 0.02% | +2,659 | New |
| Institute for Wealth Management, LLC. | 2,660 | $208.3K | 0.04% | +2,660 | New |