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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 5,272 | $412.9K | 0.05% | +362+7.4% | Added |
| Hartford Funds Management Co LLC | 5,311 | $415.9K | 0.04% | +5,311 | New |
| Courier Capital LLC | 5,370 | $420.5K | 0.05% | −79−1.4% | Reduced |
| Kingsview Wealth Management, LLC | 5,385 | $421.7K | 0.02% | −678−11.2% | Reduced |
| Busey Wealth Management | 5,425 | $424.8K | 0.02% | −1,264−18.9% | Reduced |
| Fort, L.P. | 5,431 | $425.3K | 0.64% | −1,486−21.5% | Reduced |
| Lafayette Investments, Inc. | 5,432 | $425.4K | 0.12% | +255+4.9% | Added |
| Freestone Capital Holdings, LLC | 5,433 | $425.5K | 0.02% | +203+3.9% | Added |
| Sentry Investment Management LLC | 5,482 | $429.0K | 0.19% | +2,583+89.1% | Added |
| Wetherby Asset Management Inc | 5,486 | $429.6K | 0.03% | −6−0.1% | Reduced |
| Orion Portfolio Solutions, LLC | 5,536 | $433.5K | 0.02% | +5,536 | New |
| Stephens Inc | 5,572 | $436.3K | 0.01% | −2,989−34.9% | Reduced |
| Lindbrook Capital, LLC | 5,587 | $437.5K | 0.05% | +290+5.5% | Added |
| Arden Trust Co | 5,637 | $441.4K | 0.09% | −4,512−44.5% | Reduced |
| GHP Investment Advisors, Inc. | 5,648 | $442.3K | 0.03% | −358−6.0% | Reduced |
| Bryn Mawr Trust Co | 5,695 | $446.0K | 0.02% | −182−3.1% | Reduced |
| Wedmont Private Capital | 5,473 | $448.0K | 0.07% | −3,362−38.1% | Reduced |
| Umb Bank N A | 5,716 | $448.0K | 0.01% | −116−2.0% | Reduced |
| Investment Advisory Services Inc | 5,772 | $452.0K | 0.23% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 5,817 | $455.5K | 0.49% | −311−5.1% | Reduced |
| Monterey Private Wealth, Inc. | 5,821 | $455.9K | 0.25% | +27+0.5% | Added |
| River Wealth Advisors LLC | 5,832 | $456.7K | 0.09% | −557−8.7% | Reduced |
| Soltis Investment Advisors LLC | 5,855 | $458.5K | 0.06% | +6+0.1% | Added |
| Schechter Investment Advisors, LLC | 5,856 | $458.6K | 0.04% | −1,144−16.3% | Reduced |
| Moors & Cabot, Inc. | 5,932 | $464.5K | 0.03% | −102−1.7% | Reduced |
| Garrison Point Advisors, LLC | 5,934 | $464.7K | 0.38% | −22−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,934 | $464.7K | 0.04% | +149+2.6% | Added |
| Forte Capital LLC | 5,970 | $467.5K | 0.08% | −29−0.5% | Reduced |
| Meridian Management Co | 6,002 | $470.0K | 0.17% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 6,012 | $470.8K | 0.02% | +376+6.7% | Added |
| Schnieders Capital Management LLC | 6,022 | $471.6K | 0.11% | +1,370+29.4% | Added |
| Ellevest, Inc. | 6,047 | $473.5K | 0.04% | +1,701+39.1% | Added |
| O'Shaughnessy Asset Management, LLC | 6,077 | $475.9K | 0.01% | +1,646+37.1% | Added |
| Wendell David Associates Inc | 6,127 | $480.0K | 0.06% | −75−1.2% | Reduced |
| Security National Bank of Sioux City Iowa | 6,133 | $480.0K | 0.37% | −37−0.6% | Reduced |
| HB Wealth Management, LLC | 6,173 | $483.4K | 0.01% | +692+12.6% | Added |
| Means Investment Co., Inc. | 6,186 | $484.4K | 0.10% | +10.0% | Added |
| Sovereign Financial Group, Inc. | 6,188 | $484.6K | 0.19% | +56+0.9% | Added |
| Holderness Investments Co | 6,189 | $484.7K | 0.21% | −30.0% | Reduced |
| Mutual Advisors, LLC | 6,194 | $485.1K | 0.02% | −230−3.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,222 | $487.0K | 0.02% | −220−3.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,219 | $487.1K | 0.02% | −4,052−39.5% | Reduced |
| Graypoint LLC | 6,253 | $489.7K | 0.06% | −10.0% | Reduced |
| Montag A & Associates Inc | 6,284 | $492.1K | 0.03% | −162−2.5% | Reduced |
| Amica Retiree Medical Trust | 6,315 | $495.0K | 0.64% | −60−0.9% | Reduced |
| Ahl Investment Management, Inc. | 6,369 | $498.8K | 0.46% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 6,393 | $500.6K | 0.02% | +6,393 | New |
| Caldwell Trust Co | 6,397 | $500.9K | 0.07% | −64−1.0% | Reduced |
| Headinvest, LLC | 6,540 | $512.1K | 0.11% | −192−2.9% | Reduced |
| Tower Bridge Advisors | 6,558 | $513.6K | 0.04% | 00.0% | Unchanged |
| Cooper Financial Group | 6,583 | $515.5K | 0.16% | +1,319+25.1% | Added |
| Waterford Advisors, LLC | 6,690 | $524.0K | 0.31% | +6,690 | New |
| Parsec Financial Management, Inc. | 6,714 | $525.8K | 0.02% | −39−0.6% | Reduced |
| Atria Wealth Solutions, Inc. | 6,722 | $526.4K | 0.01% | −294−4.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 6,662 | $526.8K | 0.04% | −376−5.3% | Reduced |
| Stratos Wealth Partners, LTD. | 6,746 | $528.3K | 0.01% | +211+3.2% | Added |
| Banque Cantonale Vaudoise | 6,765 | $530.0K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,766 | $530.0K | 0.01% | +664+10.9% | Added |
| Salem Investment Counselors Inc | 6,772 | $530.3K | 0.02% | +419+6.6% | Added |
| Allred Capital Management, LLC | 6,792 | $531.9K | 0.29% | −20−0.3% | Reduced |
| Bennicas & Associates, Inc. | 6,158 | $532.0K | 0.31% | +2,150+53.6% | Added |
| Chicago Capital, LLC | 6,880 | $538.8K | 0.03% | −125−1.8% | Reduced |
| Westhampton Capital, LLC | 6,962 | $545.2K | 0.37% | 00.0% | Unchanged |
| Valley Brook Capital Group | 6,977 | $546.4K | 0.52% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 7,014 | $549.3K | 0.40% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 7,089 | $555.1K | 0.02% | 00.0% | Unchanged |
| Optas, LLC | 7,118 | $557.4K | 0.23% | +663+10.3% | Added |
| Ar Asset Management Inc | 7,200 | $564.0K | 0.16% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,215 | $565.0K | 0.03% | +1,231+20.6% | Added |
| Thornburg Investment Management Inc | 7,284 | $570.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 7,358 | $576.2K | 0.10% | +500+7.3% | Added |
| Wealthspire Advisors, LLC | 7,368 | $577.0K | 0.01% | +500+7.3% | Added |
| Amussen Hunsaker Associates LLC | 6,886 | $577.3K | 0.16% | −128−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 7,185 | $578.4K | 0.02% | −255−3.4% | Reduced |
| Horizon Investments, LLC | 7,468 | $585.0K | 0.02% | +235+3.2% | Added |
| Curated Wealth Partners LLC | 7,493 | $586.8K | 0.14% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,546 | $591.0K | 0.02% | +20+0.3% | Added |
| Curbstone Financial Management Corp | 7,568 | $593.0K | 0.15% | −1,600−17.5% | Reduced |
| Pring Turner Capital Group Inc | 7,575 | $593.2K | 0.65% | +7,575 | New |
| Guinness Atkinson Asset Management Inc | 7,648 | $598.9K | 0.38% | −571−6.9% | Reduced |
| ELCO Management Co., LLC | 7,670 | $600.6K | 0.45% | +36+0.5% | Added |
| Simplex Trading, LLC | 7,744 | $606.0K | 0.03% | −8,882−53.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,781 | $609.0K | 0.07% | 00.0% | Unchanged |
| Simmons Bank | 7,798 | $610.7K | 0.05% | −333−4.1% | Reduced |
| Werlinich Asset Management, LLC | 7,825 | $612.8K | 0.57% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,106 | $635.0K | 0.02% | +4,565+128.9% | Added |
| Parallel Advisors, LLC | 8,132 | $636.8K | 0.03% | −216−2.6% | Reduced |
| Ieq Capital, LLC | 8,133 | $636.8K | 0.02% | −1,916−19.1% | Reduced |
| Middleton & Co Inc | 8,141 | $637.5K | 0.09% | −16,277−66.7% | Reduced |
| Central Trust Co | 8,156 | $638.7K | 0.02% | −56−0.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,180 | $641.0K | 0.23% | −74−0.9% | Reduced |
| Romano Brothers and Company | 8,211 | $643.0K | 0.10% | −445−5.1% | Reduced |
| Field & Main Bank | 8,224 | $644.0K | 0.42% | −120−1.4% | Reduced |
| Snowden Capital Advisors LLC | 8,312 | $650.9K | 0.03% | −188−2.2% | Reduced |
| FineMark National Bank & Trust | 8,335 | $652.7K | 0.03% | −1,090−11.6% | Reduced |
| Moody National Bank Trust Division | 8,358 | $655.0K | 0.06% | −1,402−14.4% | Reduced |
| Gamco Investors, Inc. Et Al | 8,504 | $665.9K | 0.01% | −1,330−13.5% | Reduced |
| Sit Investment Associates Inc | 8,505 | $666.0K | 0.02% | −275−3.1% | Reduced |
| Keeley-Teton Advisors, LLC | 8,635 | $676.2K | 0.08% | −84−1.0% | Reduced |
| Metis Global Partners, LLC | 8,715 | $682.5K | 0.06% | +2,433+38.7% | Added |