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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 8,815 | $690.3K | 0.03% | −1,415−13.8% | Reduced |
| Cloverfields Capital Group, LP | 8,813 | $690.1K | 0.22% | −2,066−19.0% | Reduced |
| Greenleaf Trust | 8,783 | $688.0K | 0.01% | −26,780−75.3% | Reduced |
| AE Wealth Management LLC | 8,771 | $686.8K | 0.00% | −90−1.0% | Reduced |
| Pinnacle Associates Ltd | 8,734 | $684.0K | 0.01% | +567+6.9% | Added |
| Metis Global Partners, LLC | 8,715 | $682.5K | 0.06% | +2,433+38.7% | Added |
| Keeley-Teton Advisors, LLC | 8,635 | $676.2K | 0.08% | −84−1.0% | Reduced |
| Sit Investment Associates Inc | 8,505 | $666.0K | 0.02% | −275−3.1% | Reduced |
| Gamco Investors, Inc. Et Al | 8,504 | $665.9K | 0.01% | −1,330−13.5% | Reduced |
| Moody National Bank Trust Division | 8,358 | $655.0K | 0.06% | −1,402−14.4% | Reduced |
| FineMark National Bank & Trust | 8,335 | $652.7K | 0.03% | −1,090−11.6% | Reduced |
| Snowden Capital Advisors LLC | 8,312 | $650.9K | 0.03% | −188−2.2% | Reduced |
| Field & Main Bank | 8,224 | $644.0K | 0.42% | −120−1.4% | Reduced |
| Romano Brothers and Company | 8,211 | $643.0K | 0.10% | −445−5.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,180 | $641.0K | 0.23% | −74−0.9% | Reduced |
| Central Trust Co | 8,156 | $638.7K | 0.02% | −56−0.7% | Reduced |
| Middleton & Co Inc | 8,141 | $637.5K | 0.09% | −16,277−66.7% | Reduced |
| Ieq Capital, LLC | 8,133 | $636.8K | 0.02% | −1,916−19.1% | Reduced |
| Parallel Advisors, LLC | 8,132 | $636.8K | 0.03% | −216−2.6% | Reduced |
| HBK Sorce Advisory LLC | 8,106 | $635.0K | 0.02% | +4,565+128.9% | Added |
| Werlinich Asset Management, LLC | 7,825 | $612.8K | 0.57% | 00.0% | Unchanged |
| Simmons Bank | 7,798 | $610.7K | 0.05% | −333−4.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,781 | $609.0K | 0.07% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,744 | $606.0K | 0.03% | −8,882−53.4% | Reduced |
| ELCO Management Co., LLC | 7,670 | $600.6K | 0.45% | +36+0.5% | Added |
| Guinness Atkinson Asset Management Inc | 7,648 | $598.9K | 0.38% | −571−6.9% | Reduced |
| Pring Turner Capital Group Inc | 7,575 | $593.2K | 0.65% | +7,575 | New |
| Curbstone Financial Management Corp | 7,568 | $593.0K | 0.15% | −1,600−17.5% | Reduced |
| National Asset Management, Inc. | 7,546 | $591.0K | 0.02% | +20+0.3% | Added |
| Curated Wealth Partners LLC | 7,493 | $586.8K | 0.14% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,468 | $585.0K | 0.02% | +235+3.2% | Added |
| Ameritas Investment Partners, Inc. | 7,185 | $578.4K | 0.02% | −255−3.4% | Reduced |
| Amussen Hunsaker Associates LLC | 6,886 | $577.3K | 0.16% | −128−1.8% | Reduced |
| Wealthspire Advisors, LLC | 7,368 | $577.0K | 0.01% | +500+7.3% | Added |
| Baldwin Investment Management, LLC | 7,358 | $576.2K | 0.10% | +500+7.3% | Added |
| Thornburg Investment Management Inc | 7,284 | $570.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,215 | $565.0K | 0.03% | +1,231+20.6% | Added |
| Ar Asset Management Inc | 7,200 | $564.0K | 0.16% | 00.0% | Unchanged |
| Optas, LLC | 7,118 | $557.4K | 0.23% | +663+10.3% | Added |
| BKD Wealth Advisors, LLC | 7,089 | $555.1K | 0.02% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 7,014 | $549.3K | 0.40% | 00.0% | Unchanged |
| Valley Brook Capital Group | 6,977 | $546.4K | 0.52% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 6,962 | $545.2K | 0.37% | 00.0% | Unchanged |
| Chicago Capital, LLC | 6,880 | $538.8K | 0.03% | −125−1.8% | Reduced |
| Bennicas & Associates, Inc. | 6,158 | $532.0K | 0.31% | +2,150+53.6% | Added |
| Allred Capital Management, LLC | 6,792 | $531.9K | 0.29% | −20−0.3% | Reduced |
| Salem Investment Counselors Inc | 6,772 | $530.3K | 0.02% | +419+6.6% | 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 |
| Stratos Wealth Partners, LTD. | 6,746 | $528.3K | 0.01% | +211+3.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,662 | $526.8K | 0.04% | −376−5.3% | Reduced |
| Atria Wealth Solutions, Inc. | 6,722 | $526.4K | 0.01% | −294−4.2% | Reduced |
| Parsec Financial Management, Inc. | 6,714 | $525.8K | 0.02% | −39−0.6% | Reduced |
| Waterford Advisors, LLC | 6,690 | $524.0K | 0.31% | +6,690 | New |
| Cooper Financial Group | 6,583 | $515.5K | 0.16% | +1,319+25.1% | Added |
| Tower Bridge Advisors | 6,558 | $513.6K | 0.04% | 00.0% | Unchanged |
| Headinvest, LLC | 6,540 | $512.1K | 0.11% | −192−2.9% | Reduced |
| Caldwell Trust Co | 6,397 | $500.9K | 0.07% | −64−1.0% | Reduced |
| Auto-Owners Insurance Co | 6,393 | $500.6K | 0.02% | +6,393 | New |
| Ahl Investment Management, Inc. | 6,369 | $498.8K | 0.46% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 6,315 | $495.0K | 0.64% | −60−0.9% | Reduced |
| Montag A & Associates Inc | 6,284 | $492.1K | 0.03% | −162−2.5% | Reduced |
| Graypoint LLC | 6,253 | $489.7K | 0.06% | −10.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,219 | $487.1K | 0.02% | −4,052−39.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,222 | $487.0K | 0.02% | −220−3.4% | Reduced |
| Mutual Advisors, LLC | 6,194 | $485.1K | 0.02% | −230−3.6% | Reduced |
| Holderness Investments Co | 6,189 | $484.7K | 0.21% | −30.0% | Reduced |
| Sovereign Financial Group, Inc. | 6,188 | $484.6K | 0.19% | +56+0.9% | Added |
| Means Investment Co., Inc. | 6,186 | $484.4K | 0.10% | +10.0% | Added |
| HB Wealth Management, LLC | 6,173 | $483.4K | 0.01% | +692+12.6% | 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 |
| O'Shaughnessy Asset Management, LLC | 6,077 | $475.9K | 0.01% | +1,646+37.1% | Added |
| Ellevest, Inc. | 6,047 | $473.5K | 0.04% | +1,701+39.1% | Added |
| Schnieders Capital Management LLC | 6,022 | $471.6K | 0.11% | +1,370+29.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,012 | $470.8K | 0.02% | +376+6.7% | Added |
| Meridian Management Co | 6,002 | $470.0K | 0.17% | 00.0% | Unchanged |
| Forte Capital LLC | 5,970 | $467.5K | 0.08% | −29−0.5% | 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 |
| Moors & Cabot, Inc. | 5,932 | $464.5K | 0.03% | −102−1.7% | Reduced |
| Schechter Investment Advisors, LLC | 5,856 | $458.6K | 0.04% | −1,144−16.3% | Reduced |
| Soltis Investment Advisors LLC | 5,855 | $458.5K | 0.06% | +6+0.1% | Added |
| River Wealth Advisors LLC | 5,832 | $456.7K | 0.09% | −557−8.7% | Reduced |
| Monterey Private Wealth, Inc. | 5,821 | $455.9K | 0.25% | +27+0.5% | Added |
| Kraematon Investment Advisors, Inc | 5,817 | $455.5K | 0.49% | −311−5.1% | Reduced |
| Investment Advisory Services Inc | 5,772 | $452.0K | 0.23% | 00.0% | Unchanged |
| Umb Bank N A | 5,716 | $448.0K | 0.01% | −116−2.0% | Reduced |
| Wedmont Private Capital | 5,473 | $448.0K | 0.07% | −3,362−38.1% | Reduced |
| Bryn Mawr Trust Co | 5,695 | $446.0K | 0.02% | −182−3.1% | Reduced |
| GHP Investment Advisors, Inc. | 5,648 | $442.3K | 0.03% | −358−6.0% | Reduced |
| Arden Trust Co | 5,637 | $441.4K | 0.09% | −4,512−44.5% | Reduced |
| Lindbrook Capital, LLC | 5,587 | $437.5K | 0.05% | +290+5.5% | Added |
| Stephens Inc | 5,572 | $436.3K | 0.01% | −2,989−34.9% | Reduced |
| Orion Portfolio Solutions, LLC | 5,536 | $433.5K | 0.02% | +5,536 | New |
| Wetherby Asset Management Inc | 5,486 | $429.6K | 0.03% | −6−0.1% | Reduced |
| Sentry Investment Management LLC | 5,482 | $429.0K | 0.19% | +2,583+89.1% | Added |
| Freestone Capital Holdings, LLC | 5,433 | $425.5K | 0.02% | +203+3.9% | Added |
| Lafayette Investments, Inc. | 5,432 | $425.4K | 0.12% | +255+4.9% | Added |
| Fort, L.P. | 5,431 | $425.3K | 0.64% | −1,486−21.5% | Reduced |