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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 3,780 | $296.0K | 0.02% | +3,780 | New |
| South State Corp. | 3,786 | $296.5K | 0.03% | −255−6.3% | Reduced |
| Capital City Trust Co | 3,807 | $298.1K | 0.10% | −314−7.6% | Reduced |
| GYL Financial Synergies, LLC | 3,815 | $298.8K | 0.06% | −69−1.8% | Reduced |
| Atwood & Palmer Inc | 3,825 | $299.5K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,837 | $300.5K | 0.14% | 00.0% | Unchanged |
| David Loasby | 3,682 | $301.6K | 0.04% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 3,873 | $303.3K | 0.03% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,887 | $304.4K | 0.05% | −45−1.1% | Reduced |
| Resonant Capital Advisors, LLC | 3,889 | $304.5K | 0.04% | +703+22.1% | Added |
| Industrial Alliance Investment Management Inc. | 3,899 | $305.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3,915 | $306.6K | 0.04% | −672−14.7% | Reduced |
| Northwest Bancshares, Inc. | 3,923 | $307.2K | 0.06% | +132+3.5% | Added |
| Enterprise Financial Services Corp | 3,932 | $307.9K | 0.21% | −30−0.8% | Reduced |
| NTV Asset Management LLC | 3,942 | $308.7K | 0.06% | −268−6.4% | Reduced |
| Azimuth Capital Investment Management LLC | 3,965 | $310.5K | 0.02% | −160−3.9% | Reduced |
| Money Concepts Capital Corp | 3,968 | $310.7K | 0.01% | +2,889+267.7% | Added |
| Aberdeen Wealth Management LLC | 3,974 | $311.2K | 0.23% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,990 | $312.5K | 0.03% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,999 | $313.0K | 0.01% | −717−15.2% | Reduced |
| Cullinan Associates Inc | 4,003 | $313.0K | 0.02% | +4,003 | New |
| McDonald Partners LLC | 4,034 | $315.9K | 0.11% | −291−6.7% | Reduced |
| Webster Bank, N. A. | 4,054 | $317.0K | 0.04% | −86−2.1% | Reduced |
| CX Institutional | 4,069 | $318.7K | 0.02% | +4,069 | New |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $320.0K | 0.09% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,123 | $322.9K | 0.01% | +4,123 | New |
| Concentric Wealth Management, LLC | 4,127 | $323.2K | 0.11% | −98−2.3% | Reduced |
| Patten & Patten Inc | 4,150 | $325.0K | 0.03% | −2,220−34.9% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,151 | $325.1K | 0.12% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,157 | $325.5K | 0.02% | −13,945−77.0% | Reduced |
| Clarius Group, LLC | 4,158 | $326.0K | 0.03% | −216−4.9% | Reduced |
| Signaturefd, LLC | 4,174 | $326.9K | 0.01% | −654−13.5% | Reduced |
| City Holding Co | 4,175 | $326.9K | 0.06% | −640−13.3% | Reduced |
| Sky Investment Group LLC | 4,189 | $328.0K | 0.08% | −107−2.5% | Reduced |
| Tucker Asset Management LLC | 4,190 | $331.3K | 0.11% | −318−7.1% | Reduced |
| Sawtooth Solutions, LLC | 4,236 | $331.7K | 0.05% | +4,236 | New |
| Boston Trust Walden Corp | 4,248 | $332.7K | 0.00% | −331−7.2% | Reduced |
| First Western Trust Bank | 4,256 | $333.3K | 0.02% | +13+0.3% | Added |
| Drexel Morgan & Co. | 4,288 | $335.8K | 0.07% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $336.7K | 0.14% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,323 | $338.5K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,325 | $338.7K | 0.01% | +218+5.3% | Added |
| New England Guild Wealth Advisors, Inc. | 4,337 | $340.0K | 0.18% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,368 | $342.0K | 0.02% | −1,158−21.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,417 | $345.9K | 0.04% | −842−16.0% | Reduced |
| Valeo Financial Advisors, LLC | 4,422 | $346.3K | 0.02% | +911+25.9% | Added |
| Donaldson Capital Management, LLC | 4,425 | $346.5K | 0.02% | −130−2.9% | Reduced |
| KCM Investment Advisors LLC | 4,426 | $347.0K | 0.01% | −61−1.4% | Reduced |
| Everett Harris & Co | 4,460 | $349.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Group | 4,468 | $350.0K | 0.07% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,484 | $351.1K | 0.04% | −118−2.6% | Reduced |
| First City Capital Management, Inc. | 4,492 | $351.8K | 0.21% | −50−1.1% | Reduced |
| Verdence Capital Advisors LLC | 4,495 | $352.0K | 0.04% | +4+0.1% | Added |
| Meeder Advisory Services, Inc. | 4,496 | $352.1K | 0.04% | +4,496 | New |
| Beck Mack & Oliver LLC | 4,547 | $356.1K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,991 | $357.1K | 0.04% | +65+1.7% | Added |
| Pointe Capital Management LLC | 4,576 | $358.0K | 0.28% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,576 | $358.3K | 0.05% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 4,586 | $359.1K | 0.09% | +546+13.5% | Added |
| Bragg Financial Advisors, Inc | 4,591 | $359.5K | 0.02% | +98+2.2% | Added |
| Washington Trust Co | 4,602 | $360.4K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,633 | $362.8K | 0.02% | +834+22.0% | Added |
| Waters Parkerson & Co., LLC | 4,634 | $363.0K | 0.02% | −3,646−44.0% | Reduced |
| Foster & Motley Inc | 4,674 | $366.0K | 0.03% | −5−0.1% | Reduced |
| Lincoln National Corp | 4,684 | $366.8K | 0.01% | −615−11.6% | Reduced |
| Checchi Capital Advisers, LLC | 4,689 | $367.2K | 0.04% | −46−1.0% | Reduced |
| Scissortail Wealth Management, LLC | 4,429 | $369.0K | 0.21% | +4,429 | New |
| SeaCrest Wealth Management, LLC | 4,716 | $369.3K | 0.05% | −97−2.0% | Reduced |
| Segall Bryant & Hamill, LLC | 4,769 | $373.0K | 0.00% | −868−15.4% | Reduced |
| Sigma Planning Corp | 4,786 | $374.8K | 0.01% | +128+2.7% | Added |
| J.W. Cole Advisors, Inc. | 4,810 | $376.7K | 0.03% | −409−7.8% | Reduced |
| Country Club Bank | 4,816 | $377.1K | 0.03% | −269−5.3% | Reduced |
| Chemung Canal Trust Co | 4,833 | $379.0K | 0.09% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 4,859 | $380.5K | 0.03% | +4,859 | New |
| Symmetry Partners, LLC | 4,892 | $383.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,805 | $385.1K | 0.00% | +243+5.3% | Added |
| ICW Investment Advisors LLC | 4,929 | $386.0K | 0.23% | +192+4.1% | Added |
| Change Path, LLC | 4,938 | $387.0K | 0.02% | +4,938 | New |
| Exencial Wealth Advisors, LLC | 4,943 | $387.1K | 0.02% | +85+1.7% | Added |
| Cary Street Partner Investment Advisory LLC | 4,984 | $390.3K | 0.03% | +44+0.9% | Added |
| 1st Source Bank | 5,003 | $391.8K | 0.03% | 00.0% | Unchanged |
| Gifford Fong Associates | 5,000 | $392.0K | 0.09% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,004 | $392.0K | 0.02% | +59+1.2% | Added |
| Choate Investment Advisors | 5,019 | $393.0K | 0.02% | +103+2.1% | Added |
| Dividend Assets Capital, LLC | 5,030 | $394.0K | 0.08% | −200−3.8% | Reduced |
| Excalibur Management Corp | 5,042 | $394.8K | 0.21% | +5+0.1% | Added |
| NorthCrest Asset Manangement, LLC | 5,055 | $396.0K | 0.02% | −1,888−27.2% | Reduced |
| Pitcairn Co | 5,069 | $397.0K | 0.04% | −82−1.6% | Reduced |
| Trust Co of Virginia | 5,084 | $398.1K | 0.05% | −25−0.5% | Reduced |
| Shayne & Co., LLC | 5,088 | $398.4K | 0.22% | −567−10.0% | Reduced |
| Cambridge Trust Co | 5,133 | $402.0K | 0.02% | −198−3.7% | Reduced |
| Apollon Wealth Management, LLC | 5,136 | $402.2K | 0.03% | +1,797+53.8% | Added |
| Dover Advisors, LLC | 5,138 | $402.4K | 0.43% | +5,138 | New |
| Federated Hermes, Inc. | 5,142 | $402.7K | 0.00% | −3,267−38.9% | Reduced |
| Charter Trust Co | 5,181 | $405.7K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,187 | $406.0K | 0.08% | +4+0.1% | Added |
| Bull Street Advisors, LLC | 5,197 | $407.0K | 0.21% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 5,222 | $408.9K | 0.02% | −48−0.9% | Reduced |
| Credit Agricole S A | 5,233 | $409.8K | 0.02% | +1,893+56.7% | Added |
| Aull & Monroe Investment Management Corp | 5,256 | $411.6K | 0.20% | −920−14.9% | Reduced |