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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 8,734 | $684.0K | 0.01% | +567+6.9% | Added |
| AE Wealth Management LLC | 8,771 | $686.8K | 0.00% | −90−1.0% | Reduced |
| Greenleaf Trust | 8,783 | $688.0K | 0.01% | −26,780−75.3% | Reduced |
| Cloverfields Capital Group, LP | 8,813 | $690.1K | 0.22% | −2,066−19.0% | Reduced |
| TD Private Client Wealth LLC | 8,815 | $690.3K | 0.03% | −1,415−13.8% | Reduced |
| Philadelphia Trust Co | 8,924 | $699.0K | 0.07% | +20+0.2% | Added |
| Toroso Investments, LLC | 8,929 | $699.0K | 0.03% | +406+4.8% | Added |
| Home Federal Bank of Tennessee | 8,971 | $702.5K | 0.27% | +326+3.8% | Added |
| Glenview Trust Co | 9,091 | $711.9K | 0.02% | −26−0.3% | Reduced |
| Johnson Investment Counsel Inc | 9,113 | $713.6K | 0.01% | −542−5.6% | Reduced |
| Bridges Investment Management Inc | 9,140 | $715.8K | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 9,154 | $716.9K | 0.05% | −46−0.5% | Reduced |
| Old National Bancorp | 9,267 | $726.0K | 0.02% | −1,544−14.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,288 | $727.0K | 0.02% | +3,153+51.4% | Added |
| Williams Jones Wealth Management, LLC. | 9,337 | $731.2K | 0.01% | −28−0.3% | Reduced |
| Merit Financial Group, LLC | 9,362 | $733.2K | 0.03% | +590+6.7% | Added |
| Fractal Investments LLC | 9,400 | $736.1K | 0.18% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 9,534 | $746.6K | 0.03% | +9,534 | New |
| Venture Visionary Partners LLC | 9,575 | $749.8K | 0.05% | −318−3.2% | Reduced |
| Security National Bank of So Dak | 9,852 | $772.0K | 0.56% | +1,769+21.9% | Added |
| Toews Corp | 9,900 | $775.3K | 0.38% | +9,900 | New |
| Beacon Pointe Advisors, LLC | 9,966 | $780.4K | 0.02% | −11−0.1% | Reduced |
| Canal Insurance CO | 10,000 | $783.0K | 0.22% | 00.0% | Unchanged |
| Cypress Capital Group | 10,038 | $786.1K | 0.12% | +2,935+41.3% | Added |
| Cetera Investment Advisers | 10,141 | $794.1K | 0.01% | +4,106+68.0% | Added |
| Abbrea Capital, LLC | 10,316 | $807.8K | 0.15% | +45+0.4% | Added |
| Oppenheimer & Co Inc | 10,431 | $816.9K | 0.02% | +637+6.5% | Added |
| Winton Group Ltd | 10,445 | $817.9K | 0.05% | +3,521+50.9% | Added |
| Principle Wealth Partners LLC | 10,640 | $833.2K | 0.09% | −450−4.1% | Reduced |
| Boston Private Wealth LLC | 10,641 | $833.3K | 0.01% | −1,019−8.7% | Reduced |
| Bessemer Group Inc | 10,711 | $838.0K | 0.00% | −1,899−15.1% | Reduced |
| Park Avenue Securities LLC | 10,704 | $838.0K | 0.01% | +436+4.2% | Added |
| Marble Harbor Investment Counsel, LLC | 10,833 | $848.3K | 0.11% | −750−6.5% | Reduced |
| Empirical Finance, LLC | 10,958 | $858.1K | 0.09% | +872+8.6% | Added |
| IMA Wealth, Inc. | 11,002 | $861.6K | 0.23% | +569+5.5% | Added |
| Resources Investment Advisors, LLC. | 11,047 | $865.1K | 0.03% | −130−1.2% | Reduced |
| Bollard Group LLC | 11,077 | $867.0K | 0.03% | +50.0% | Added |
| Sather Financial Group Inc | 11,154 | $873.5K | 0.07% | +11,154 | New |
| CWM, LLC | 11,191 | $876.0K | 0.01% | +504+4.7% | Added |
| TCW Group Inc | 11,210 | $877.9K | 0.01% | +11,210 | New |
| Raymond James Trust N.A. | 11,299 | $885.0K | 0.03% | −963−7.9% | Reduced |
| Blair William & Co | 11,353 | $889.1K | 0.00% | −271−2.3% | Reduced |
| Van Hulzen Asset Management, LLC | 11,500 | $901.0K | 0.10% | −150−1.3% | Reduced |
| Compass Wealth Management LLC | 11,520 | $902.1K | 0.30% | +11,520 | New |
| Bayesian Capital Management, LP | 11,700 | $916.2K | 0.13% | +11,700 | New |
| Nordwand Advisors, LLC | 11,751 | $920.2K | 0.11% | +11,751 | New |
| Advisor Partners II, LLC | 11,770 | $921.7K | 0.06% | +608+5.4% | Added |
| First Hawaiian Bank | 11,904 | $932.0K | 0.03% | −1,289−9.8% | Reduced |
| Natixis Investment Managers International | 11,915 | $933.1K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 11,977 | $939.0K | 0.01% | −659−5.2% | Reduced |
| Trust Co of Toledo NA | 12,143 | $950.0K | 0.18% | −305−2.5% | Reduced |
| Neville Rodie & Shaw Inc | 12,129 | $950.0K | 0.09% | 00.0% | Unchanged |
| Burney Co | 12,185 | $954.2K | 0.05% | −788−6.1% | Reduced |
| Cetera Advisors LLC | 12,294 | $962.8K | 0.02% | −10.0% | Reduced |
| CTC Capital Management, LLC | 12,400 | $971.0K | 1.19% | −5,300−29.9% | Reduced |
| Rossmore Private Capital | 12,612 | $987.6K | 0.16% | −3,533−21.9% | Reduced |
| Perigon Wealth Management, LLC | 12,612 | $987.7K | 0.06% | −3,081−19.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 12,639 | $989.8K | 0.02% | −1,184−8.6% | Reduced |
| Bartlett & Co. LLC | 12,639 | $990.0K | 0.02% | −1,184−8.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.02M | 0.16% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 13,019 | $1.02M | 0.17% | −10,284−44.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,057 | $1.02M | 0.03% | −2,552−16.3% | Reduced |
| Avantax Advisory Services, Inc. | 13,148 | $1.03M | 0.01% | −150−1.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 13,217 | $1.04M | 0.37% | −289−2.1% | Reduced |
| Private Trust Co NA | 13,384 | $1.05M | 0.16% | −650−4.6% | Reduced |
| Ironwood Investment Management LLC | 13,411 | $1.05M | 0.69% | +229+1.7% | Added |
| Investment Management of Virginia LLC | 13,622 | $1.07M | 0.21% | +30.0% | Added |
| Goelzer Investment Management, Inc. | 13,706 | $1.07M | 0.09% | 00.0% | Unchanged |
| NBT Bank N A | 13,814 | $1.08M | 0.16% | −434−3.0% | Reduced |
| Capstone Investment Advisors, LLC | 13,828 | $1.08M | 0.03% | −14,704−51.5% | Reduced |
| Lee Danner & Bass Inc | 14,070 | $1.10M | 0.10% | −2,274−13.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,272 | $1.12M | 0.00% | +194+1.4% | Added |
| Davenport & Co LLC | 14,412 | $1.13M | 0.01% | −276−1.9% | Reduced |
| Woodstock Corp | 14,465 | $1.13M | 0.15% | −327−2.2% | Reduced |
| Systematic Alpha Investments, LLC | 14,610 | $1.14M | 0.06% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 14,738 | $1.15M | 0.08% | +14,738 | New |
| Essex Financial Services, Inc. | 14,768 | $1.16M | 0.13% | −50−0.3% | Reduced |
| Monarch Capital Management Inc | 14,935 | $1.17M | 0.36% | −1,197−7.4% | Reduced |
| Whittier Trust Co | 14,976 | $1.17M | 0.02% | −224−1.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.17M | 0.32% | 00.0% | Unchanged |
| Vestcor Inc | 15,023 | $1.18M | 0.04% | −6,402−29.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,060 | $1.18M | 0.10% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 15,205 | $1.19M | 0.78% | +337+2.3% | Added |
| Prudential PLC | 15,211 | $1.19M | 0.01% | +8,363+122.1% | Added |
| Parsons Capital Management Inc | 15,335 | $1.20M | 0.10% | +766+5.3% | Added |
| Synovus Financial Corp | 15,488 | $1.21M | 0.01% | −1,258−7.5% | Reduced |
| Holowesko Partners Ltd. | 15,500 | $1.21M | 0.58% | −3,500−18.4% | Reduced |
| United Services Automobile Association | 15,559 | $1.22M | 0.03% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 15,655 | $1.23M | 0.08% | +300+2.0% | Added |
| Tower Research Capital LLC (TRC) | 15,749 | $1.23M | 0.05% | −25,687−62.0% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.25M | 1.11% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 16,100 | $1.26M | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 16,351 | $1.28M | 0.02% | −914−5.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 16,410 | $1.28M | 0.03% | +358+2.2% | Added |
| Triangle Securities Wealth Management | 16,448 | $1.29M | 0.47% | −730−4.2% | Reduced |
| Seven Eight Capital, LP | 16,534 | $1.29M | 0.34% | +16,534 | New |
| Gabelli Funds LLC | 16,550 | $1.30M | 0.01% | −450−2.6% | Reduced |
| AdvisorShares Investments LLC | 16,577 | $1.30M | 0.37% | +451+2.8% | Added |
| Selway Asset Management | 16,945 | $1.33M | 0.70% | +1,000+6.3% | Added |
| TBH Global Asset Management, LLC | 17,079 | $1.34M | 0.33% | −640−3.6% | Reduced |