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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 5,425 | $424.8K | 0.02% | −1,264−18.9% | Reduced |
| Kingsview Wealth Management, LLC | 5,385 | $421.7K | 0.02% | −678−11.2% | Reduced |
| Courier Capital LLC | 5,370 | $420.5K | 0.05% | −79−1.4% | Reduced |
| Hartford Funds Management Co LLC | 5,311 | $415.9K | 0.04% | +5,311 | New |
| Veriti Management LLC | 5,272 | $412.9K | 0.05% | +362+7.4% | Added |
| Aull & Monroe Investment Management Corp | 5,256 | $411.6K | 0.20% | −920−14.9% | Reduced |
| Credit Agricole S A | 5,233 | $409.8K | 0.02% | +1,893+56.7% | Added |
| Grimes & Company, Inc. | 5,222 | $408.9K | 0.02% | −48−0.9% | Reduced |
| Bull Street Advisors, LLC | 5,197 | $407.0K | 0.21% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,187 | $406.0K | 0.08% | +4+0.1% | Added |
| Charter Trust Co | 5,181 | $405.7K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5,142 | $402.7K | 0.00% | −3,267−38.9% | Reduced |
| Dover Advisors, LLC | 5,138 | $402.4K | 0.43% | +5,138 | New |
| Apollon Wealth Management, LLC | 5,136 | $402.2K | 0.03% | +1,797+53.8% | Added |
| Cambridge Trust Co | 5,133 | $402.0K | 0.02% | −198−3.7% | Reduced |
| Shayne & Co., LLC | 5,088 | $398.4K | 0.22% | −567−10.0% | Reduced |
| Trust Co of Virginia | 5,084 | $398.1K | 0.05% | −25−0.5% | Reduced |
| Pitcairn Co | 5,069 | $397.0K | 0.04% | −82−1.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,055 | $396.0K | 0.02% | −1,888−27.2% | Reduced |
| Excalibur Management Corp | 5,042 | $394.8K | 0.21% | +5+0.1% | Added |
| Dividend Assets Capital, LLC | 5,030 | $394.0K | 0.08% | −200−3.8% | Reduced |
| Choate Investment Advisors | 5,019 | $393.0K | 0.02% | +103+2.1% | Added |
| 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 |
| 1st Source Bank | 5,003 | $391.8K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,984 | $390.3K | 0.03% | +44+0.9% | Added |
| Exencial Wealth Advisors, LLC | 4,943 | $387.1K | 0.02% | +85+1.7% | Added |
| Change Path, LLC | 4,938 | $387.0K | 0.02% | +4,938 | New |
| ICW Investment Advisors LLC | 4,929 | $386.0K | 0.23% | +192+4.1% | Added |
| TD Waterhouse Canada Inc. | 4,805 | $385.1K | 0.00% | +243+5.3% | Added |
| Symmetry Partners, LLC | 4,892 | $383.0K | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 4,859 | $380.5K | 0.03% | +4,859 | New |
| Chemung Canal Trust Co | 4,833 | $379.0K | 0.09% | 00.0% | Unchanged |
| Country Club Bank | 4,816 | $377.1K | 0.03% | −269−5.3% | Reduced |
| J.W. Cole Advisors, Inc. | 4,810 | $376.7K | 0.03% | −409−7.8% | Reduced |
| Sigma Planning Corp | 4,786 | $374.8K | 0.01% | +128+2.7% | Added |
| Segall Bryant & Hamill, LLC | 4,769 | $373.0K | 0.00% | −868−15.4% | Reduced |
| SeaCrest Wealth Management, LLC | 4,716 | $369.3K | 0.05% | −97−2.0% | Reduced |
| Scissortail Wealth Management, LLC | 4,429 | $369.0K | 0.21% | +4,429 | New |
| Checchi Capital Advisers, LLC | 4,689 | $367.2K | 0.04% | −46−1.0% | Reduced |
| Lincoln National Corp | 4,684 | $366.8K | 0.01% | −615−11.6% | Reduced |
| Foster & Motley Inc | 4,674 | $366.0K | 0.03% | −5−0.1% | Reduced |
| Waters Parkerson & Co., LLC | 4,634 | $363.0K | 0.02% | −3,646−44.0% | Reduced |
| Profund Advisors LLC | 4,633 | $362.8K | 0.02% | +834+22.0% | Added |
| Washington Trust Co | 4,602 | $360.4K | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 4,591 | $359.5K | 0.02% | +98+2.2% | Added |
| Fund Management at Engine No. 1 LLC | 4,586 | $359.1K | 0.09% | +546+13.5% | Added |
| Papp L Roy & Associates | 4,576 | $358.3K | 0.05% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,576 | $358.0K | 0.28% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,991 | $357.1K | 0.04% | +65+1.7% | Added |
| Beck Mack & Oliver LLC | 4,547 | $356.1K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,496 | $352.1K | 0.04% | +4,496 | New |
| Verdence Capital Advisors LLC | 4,495 | $352.0K | 0.04% | +4+0.1% | Added |
| First City Capital Management, Inc. | 4,492 | $351.8K | 0.21% | −50−1.1% | Reduced |
| Flagship Harbor Advisors, LLC | 4,484 | $351.1K | 0.04% | −118−2.6% | Reduced |
| Financial Advisory Group | 4,468 | $350.0K | 0.07% | 00.0% | Unchanged |
| Everett Harris & Co | 4,460 | $349.0K | 0.01% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 4,426 | $347.0K | 0.01% | −61−1.4% | Reduced |
| Donaldson Capital Management, LLC | 4,425 | $346.5K | 0.02% | −130−2.9% | Reduced |
| Valeo Financial Advisors, LLC | 4,422 | $346.3K | 0.02% | +911+25.9% | Added |
| Mount Yale Investment Advisors, LLC | 4,417 | $345.9K | 0.04% | −842−16.0% | Reduced |
| Fulton Bank, N.A. | 4,368 | $342.0K | 0.02% | −1,158−21.0% | Reduced |
| New England Guild Wealth Advisors, Inc. | 4,337 | $340.0K | 0.18% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,325 | $338.7K | 0.01% | +218+5.3% | Added |
| Fiduciary Group LLC | 4,323 | $338.5K | 0.05% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $336.7K | 0.14% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 4,288 | $335.8K | 0.07% | 00.0% | Unchanged |
| First Western Trust Bank | 4,256 | $333.3K | 0.02% | +13+0.3% | Added |
| Boston Trust Walden Corp | 4,248 | $332.7K | 0.00% | −331−7.2% | Reduced |
| Sawtooth Solutions, LLC | 4,236 | $331.7K | 0.05% | +4,236 | New |
| Tucker Asset Management LLC | 4,190 | $331.3K | 0.11% | −318−7.1% | Reduced |
| Sky Investment Group LLC | 4,189 | $328.0K | 0.08% | −107−2.5% | Reduced |
| City Holding Co | 4,175 | $326.9K | 0.06% | −640−13.3% | Reduced |
| Signaturefd, LLC | 4,174 | $326.9K | 0.01% | −654−13.5% | Reduced |
| Clarius Group, LLC | 4,158 | $326.0K | 0.03% | −216−4.9% | Reduced |
| PEAK6 Investments LLC | 4,157 | $325.5K | 0.02% | −13,945−77.0% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,151 | $325.1K | 0.12% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,150 | $325.0K | 0.03% | −2,220−34.9% | Reduced |
| Concentric Wealth Management, LLC | 4,127 | $323.2K | 0.11% | −98−2.3% | Reduced |
| TownSquare Capital, LLC | 4,123 | $322.9K | 0.01% | +4,123 | New |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $320.0K | 0.09% | 00.0% | Unchanged |
| CX Institutional | 4,069 | $318.7K | 0.02% | +4,069 | New |
| Webster Bank, N. A. | 4,054 | $317.0K | 0.04% | −86−2.1% | Reduced |
| McDonald Partners LLC | 4,034 | $315.9K | 0.11% | −291−6.7% | Reduced |
| 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 |
| Fukoku Mutual Life Insurance Co | 3,990 | $312.5K | 0.03% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 3,974 | $311.2K | 0.23% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,968 | $310.7K | 0.01% | +2,889+267.7% | Added |
| Azimuth Capital Investment Management LLC | 3,965 | $310.5K | 0.02% | −160−3.9% | Reduced |
| NTV Asset Management LLC | 3,942 | $308.7K | 0.06% | −268−6.4% | Reduced |
| Enterprise Financial Services Corp | 3,932 | $307.9K | 0.21% | −30−0.8% | Reduced |
| Northwest Bancshares, Inc. | 3,923 | $307.2K | 0.06% | +132+3.5% | Added |
| Colonial Trust Advisors | 3,915 | $306.6K | 0.04% | −672−14.7% | Reduced |
| Industrial Alliance Investment Management Inc. | 3,899 | $305.0K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,889 | $304.5K | 0.04% | +703+22.1% | Added |
| Penobscot Investment Management Company, Inc. | 3,887 | $304.4K | 0.05% | −45−1.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,873 | $303.3K | 0.03% | 00.0% | Unchanged |
| David Loasby | 3,682 | $301.6K | 0.04% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,837 | $300.5K | 0.14% | 00.0% | Unchanged |