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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 819 | $64.2K | 0.01% | +99+13.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 822 | $64.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 810 | $63.4K | 0.02% | +338+71.6% | Added |
| Resources Management Corp | 799 | $63.0K | 0.01% | −1,502−65.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 800 | $62.7K | 0.00% | 00.0% | Unchanged |
| Oakmont Corp | 769 | $60.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 759 | $59.4K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,976 | $57.9K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 718 | $56.2K | 0.04% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 716 | $55.7K | 0.04% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 700 | $54.8K | 0.02% | +400+133.3% | Added |
| First Community Trust NA | 692 | $54.0K | 0.06% | +186+36.8% | Added |
| Hoertkorn Richard Charles | 682 | $53.4K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 663 | $52.0K | 0.00% | +70+11.8% | Added |
| JFS Wealth Advisors, LLC | 647 | $50.7K | 0.00% | +491+314.7% | Added |
| Capital Analysts, LLC | 637 | $50.0K | 0.00% | +2+0.3% | Added |
| Arcus Capital Partners, LLC | 621 | $48.6K | 0.02% | +621 | New |
| Madden Securities Corp | 617 | $48.3K | 0.03% | +617 | New |
| TCI Wealth Advisors, Inc. | 608 | $47.6K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 607 | $47.5K | 0.02% | +9+1.5% | Added |
| Assetmark, Inc | 607 | $47.5K | 0.00% | +300+97.7% | Added |
| Park Place Capital Corp | 605 | $47.0K | 0.01% | +605 | New |
| Jackson, Grant Investment Advisers, Inc. | 598 | $46.8K | 0.02% | +2+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 592 | $46.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 589 | $46.1K | 0.00% | −5−0.8% | Reduced |
| Oakworth Capital, Inc. | 586 | $45.9K | 0.00% | −500−46.0% | Reduced |
| Pinnacle Bancorp, Inc. | 572 | $45.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 559 | $43.8K | 0.02% | 00.0% | Unchanged |
| New Hampshire Trust | 550 | $43.1K | 0.01% | +550 | New |
| Independence Bank of Kentucky | 551 | $43.0K | 0.02% | +500+980.4% | Added |
| Old North State Trust, LLC | 524 | $41.0K | 0.03% | 00.0% | Unchanged |
| Red Tortoise LLC | 523 | $41.0K | 0.03% | +523 | New |
| Riverview Trust Co | 500 | $39.0K | 0.04% | −190−27.5% | Reduced |
| Missouri Trust & Investment Co | 503 | $39.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 602 | $38.4K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 480 | $37.6K | 0.00% | +1+0.2% | Added |
| Prestige Wealth Management Group LLC | 474 | $37.1K | 0.01% | +88+22.8% | Added |
| Cary Street Partners Asset Management LLC | 472 | $37.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 452 | $36.0K | 0.01% | −64−12.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 456 | $35.7K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 450 | $35.2K | 0.02% | +450 | New |
| Accel Wealth Management | 449 | $35.1K | 0.02% | +1+0.2% | Added |
| BerganKDV Wealth Management, LLC | 436 | $34.1K | 0.00% | +4+0.9% | Added |
| Atticus Wealth Management, LLC | 431 | $33.8K | 0.01% | −45−9.5% | Reduced |
| Norwood Financial Corp | 430 | $33.7K | 0.05% | −40−8.5% | Reduced |
| Resurgent Financial Advisors LLC | 425 | $33.3K | 0.02% | +425 | New |
| Clear Street Markets LLC | 421 | $33.0K | 0.01% | −459−52.2% | Reduced |
| Creative Capital Management Investments LLC | 424 | $33.0K | 0.03% | +424 | New |
| Cornerstone Planning Group LLC | 410 | $32.7K | 0.01% | +410 | New |
| Pinnacle Financial Partners Inc | 417 | $32.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 415 | $32.5K | 0.00% | +1+0.2% | Added |
| Hantz Financial Services, Inc. | 414 | $32.0K | 0.00% | −25,709−98.4% | Reduced |
| Northwest Investment Counselors, LLC | 400 | $31.3K | 0.01% | +400 | New |
| Community Bank, N.A. | 400 | $31.3K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 401 | $31.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 393 | $31.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 394 | $31.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 387 | $30.3K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 379 | $29.7K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 375 | $29.4K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 372 | $29.0K | 0.01% | −36−8.8% | Reduced |
| Motco | 366 | $28.7K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 362 | $28.3K | 0.01% | +362 | New |
| LFA - Lugano Financial Advisors SA | 360 | $28.2K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 359 | $28.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 350 | $27.4K | 0.02% | −16−4.4% | Reduced |
| Bray Capital Advisors | 350 | $27.4K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 339 | $27.0K | 0.00% | +26+8.3% | Added |
| American National Bank | 348 | $27.0K | 0.01% | +317+1,022.6% | Added |
| Sargent Bickham Lagudis LLC | 337 | $26.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 335 | $26.2K | 0.00% | +105+45.7% | Added |
| Laffer Tengler Investments | 335 | $26.2K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 325 | $25.5K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 325 | $25.0K | 0.01% | −90−21.7% | Reduced |
| Intelligent Financial Strategies | 316 | $24.7K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 311 | $24.4K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 294 | $23.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 300 | $23.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 278 | $21.8K | 0.01% | −43−13.4% | Reduced |
| Glen Eagle Advisors, LLC | 275 | $21.5K | 0.01% | −20−6.8% | Reduced |
| Kelly Financial Services LLC | 263 | $20.6K | 0.01% | +1+0.4% | Added |
| Costello Asset Management, INC | 262 | $20.5K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 261 | $20.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 258 | $20.2K | 0.00% | −16−5.8% | Reduced |
| Concord Wealth Partners | 252 | $19.7K | 0.01% | +252 | New |
| Osterweis Capital Management Inc | 250 | $19.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 247 | $19.3K | 0.00% | +247 | New |
| Elequin Capital LP | 244 | $19.1K | 0.01% | +244 | New |
| CNB Bank | 237 | $18.6K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $18.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 234 | $18.0K | 0.01% | −114−32.8% | Reduced |
| DT Investment Partners, LLC | 227 | $17.8K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 225 | $17.6K | 0.01% | +75+50.0% | Added |
| Column Capital Advisors, LLC | 216 | $16.9K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 208 | $16.0K | 0.00% | −7,500−97.3% | Reduced |
| Endurance Wealth Management, Inc. | 205 | $16.0K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 193 | $15.8K | 0.01% | +193 | New |
| Barrett & Company, Inc. | 200 | $15.7K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 199 | $15.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 199 | $15.6K | 0.00% | 00.0% | Unchanged |