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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 2,690 | $210.7K | 0.02% | +2,690 | New |
| Prescott Group Capital Management, L.L.C. | 2,700 | $211.0K | 0.05% | +2,700 | New |
| Baker Ellis Asset Management LLC | 2,696 | $211.1K | 0.04% | +2,696 | New |
| Qtron Investments LLC | 2,701 | $211.5K | 0.04% | +2,701 | New |
| Proffitt & Goodson Inc | 2,703 | $211.7K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,715 | $212.6K | 0.01% | +684+33.7% | Added |
| Farmers Trust Co | 2,725 | $213.0K | 0.05% | +2,725 | New |
| InterOcean Capital Group, LLC | 2,747 | $215.1K | 0.01% | +2,747 | New |
| Cubist Systematic Strategies, LLC | 2,749 | $215.3K | 0.00% | −18,935−87.3% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $217.0K | 0.25% | +2,765 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,784 | $218.0K | 0.05% | +2,784 | New |
| Northeast Investment Management | 2,781 | $218.0K | 0.01% | +2,781 | New |
| Intrua Financial, LLC | 2,757 | $219.6K | 0.05% | +2,757 | New |
| First Capital Advisors Group, LLC. | 2,809 | $220.0K | 0.15% | +2,809 | New |
| SkyView Investment Advisors, LLC | 2,809 | $220.0K | 0.07% | +2,809 | New |
| Essex Savings Bank | 2,810 | $220.0K | 0.08% | +2,810 | New |
| EP Wealth Advisors, LLC | 2,821 | $220.9K | 0.00% | +2,821 | New |
| First Foundation Advisors | 2,823 | $221.1K | 0.01% | −387−12.1% | Reduced |
| Archer Investment Corp | 2,271 | $223.1K | 0.09% | −62−2.7% | Reduced |
| 9258 Wealth Management, LLC | 2,849 | $223.1K | 0.05% | +2,849 | New |
| Prospera Financial Services Inc | 2,852 | $223.4K | 0.01% | +2,852 | New |
| Mitchell McLeod Pugh & Williams Inc | 2,853 | $223.4K | 0.08% | +2,853 | New |
| Ancora Advisors, LLC | 2,866 | $224.0K | 0.01% | −29−1.0% | Reduced |
| Spinnaker Trust | 2,856 | $224.0K | 0.02% | +2,856 | New |
| Legacy Bridge, LLC | 2,911 | $228.0K | 0.16% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,916 | $228.4K | 0.05% | −44−1.5% | Reduced |
| Laurel Wealth Advisors LLC | 2,919 | $228.6K | 0.05% | −38−1.3% | Reduced |
| Calamos Wealth Management LLC | 2,925 | $229.1K | 0.02% | +2,925 | New |
| First Citizens Bank & Trust Co | 2,940 | $230.0K | 0.01% | +2,940 | New |
| First Horizon Advisors, Inc. | 2,943 | $230.5K | 0.01% | −26−0.9% | Reduced |
| Wade G W & Inc | 2,964 | $232.0K | 0.01% | −408−12.1% | Reduced |
| LCM Capital Management Inc | 2,984 | $233.7K | 0.23% | +2,984 | New |
| Allworth Financial LP | 2,996 | $234.6K | 0.00% | +765+34.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,998 | $234.8K | 0.00% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $234.9K | 0.05% | −1,317−30.5% | Reduced |
| Systematic Financial Management LP | 3,000 | $234.9K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $234.9K | 0.05% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,998 | $235.0K | 0.01% | +2,998 | New |
| Howland Capital Management LLC | 3,001 | $235.0K | 0.01% | +3,001 | New |
| LMCG Investments, LLC | 3,007 | $235.5K | 0.02% | +3,007 | New |
| Forbes J M & Co LLP | 3,008 | $236.0K | 0.03% | +3,008 | New |
| Centaurus Financial, Inc. | 3,028 | $237.0K | 0.02% | −196−6.1% | Reduced |
| Forum Financial Management, LP | 3,049 | $238.8K | 0.01% | +3,049 | New |
| Lido Advisors, LLC | 3,070 | $240.4K | 0.00% | +3,070 | New |
| Harbor Investment Advisory, LLC | 3,072 | $240.6K | 0.04% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 3,073 | $240.6K | 0.02% | +3,073 | New |
| Quadrant Capital Group LLC | 3,085 | $241.6K | 0.03% | +187+6.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,085 | $241.6K | 0.02% | +3,085 | New |
| Signature Wealth Management Partners, LLC | 3,087 | $241.7K | 0.24% | +3,087 | New |
| J. L. Bainbridge & Co., Inc. | 3,089 | $241.9K | 0.04% | +3,089 | New |
| Tiemann Investment Advisors, LLC | 3,099 | $242.7K | 0.14% | −75−2.4% | Reduced |
| Advisory Services Network, LLC | 3,110 | $243.5K | 0.01% | −184−5.6% | Reduced |
| Gyon Technologies Capital Management, LP | 3,132 | $245.3K | 0.09% | +3,132 | New |
| Court Place Advisors, LLC | 3,135 | $245.5K | 0.09% | −52−1.6% | Reduced |
| New England Capital Financial Advisors LLC | 3,046 | $246.2K | 0.17% | +3,046 | New |
| Institutional & Family Asset Management, LLC | 3,165 | $247.9K | 0.04% | −36−1.1% | Reduced |
| Sun Life Financial INC | 3,150 | $248.0K | 0.02% | −83−2.6% | Reduced |
| Avidian Wealth Solutions, LLC | 3,173 | $248.5K | 0.02% | +3,173 | New |
| Crestwood Advisors Group LLC | 3,176 | $248.7K | 0.01% | −893−21.9% | Reduced |
| Centiva Capital, LP | 3,220 | $252.2K | 0.02% | +3,220 | New |
| Security National Bank | 3,226 | $252.6K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,302 | $254.0K | 0.01% | +557+11.7% | Added |
| Meridian Wealth Management, LLC | 3,262 | $255.4K | 0.03% | +80+2.5% | Added |
| GWM Advisors LLC | 4,730 | $255.6K | 0.01% | +4,730 | New |
| Rothschild Investment Corp | 3,303 | $259.0K | 0.02% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,310 | $259.2K | 0.24% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,311 | $259.3K | 0.02% | −433−11.6% | Reduced |
| Gillespie Robinson & Grimm Inc | 3,332 | $261.0K | 0.03% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,359 | $263.2K | 0.13% | +3,359 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,373 | $264.1K | 0.04% | +3,373 | New |
| Boyd Watterson Asset Management LLC | 3,380 | $264.7K | 0.11% | −8−0.2% | Reduced |
| Meridian Investment Counsel Inc. | 3,393 | $266.0K | 0.11% | −278−7.6% | Reduced |
| Clearstead Advisors, LLC | 3,400 | $266.2K | 0.02% | −141−4.0% | Reduced |
| Virginia Retirement Systems Et Al | 3,400 | $266.3K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 3,422 | $268.0K | 0.01% | −73−2.1% | Reduced |
| Private Advisor Group, LLC | 25,213 | $268.7K | 0.01% | −1,553−5.8% | Reduced |
| Trillium Asset Management, LLC | 3,450 | $270.0K | 0.01% | +3,450 | New |
| Chicago Trust Co NA | 3,469 | $271.0K | 0.07% | +104+3.1% | Added |
| General Partner, Inc. | 3,480 | $272.5K | 0.25% | +3,480 | New |
| Flputnam Investment Management Co | 3,491 | $273.4K | 0.01% | −55−1.6% | Reduced |
| TCTC Holdings, LLC | 3,507 | $274.6K | 0.01% | 00.0% | Unchanged |
| Riverwater Partners LLC | 3,508 | $274.7K | 0.23% | −55−1.5% | Reduced |
| S.A. Mason LLC | 3,524 | $275.9K | 0.21% | +10.0% | Added |
| Farmers National Bank | 3,530 | $276.4K | 0.10% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,525 | $276.5K | 0.01% | +128+3.8% | Added |
| Bard Financial Services, Inc. | 3,545 | $278.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,551 | $278.1K | 0.07% | +3,378+1,952.6% | Added |
| Sequoia Financial Advisors, LLC | 3,574 | $279.9K | 0.01% | +424+13.5% | Added |
| Siemens Fonds Invest GmbH | 3,582 | $280.5K | 0.03% | −611−14.6% | Reduced |
| SlateStone Wealth, LLC | 3,589 | $281.1K | 0.07% | −100−2.7% | Reduced |
| Daymark Wealth Partners, LLC | 3,589 | $281.1K | 0.05% | +3,589 | New |
| CAPROCK Group, Inc. | 3,593 | $281.4K | 0.03% | −60−1.6% | Reduced |
| Washington Trust Advisors, Inc. | 3,615 | $283.1K | 0.03% | −26−0.7% | Reduced |
| Fruth Investment Management | 3,628 | $284.0K | 0.08% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,638 | $284.9K | 0.06% | −168−4.4% | Reduced |
| Bank of the West | 3,650 | $285.8K | 0.03% | −157−4.1% | Reduced |
| Burleson & Company, LLC | 3,673 | $287.6K | 0.07% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 3,704 | $290.1K | 0.07% | −2,580−41.1% | Reduced |
| Stratos Wealth Advisors, LLC | 3,770 | $295.2K | 0.02% | +3,770 | New |
| Journey Advisory Group, LLC | 3,775 | $295.6K | 0.07% | −1,345−26.3% | Reduced |