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 |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 3,825 | $299.5K | 0.03% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 3,815 | $298.8K | 0.06% | −69−1.8% | Reduced |
| Capital City Trust Co | 3,807 | $298.1K | 0.10% | −314−7.6% | Reduced |
| South State Corp. | 3,786 | $296.5K | 0.03% | −255−6.3% | Reduced |
| Axxcess Wealth Management, LLC | 3,780 | $296.0K | 0.02% | +3,780 | New |
| Journey Advisory Group, LLC | 3,775 | $295.6K | 0.07% | −1,345−26.3% | Reduced |
| Stratos Wealth Advisors, LLC | 3,770 | $295.2K | 0.02% | +3,770 | New |
| YorkBridge Wealth Partners, LLC | 3,704 | $290.1K | 0.07% | −2,580−41.1% | Reduced |
| Burleson & Company, LLC | 3,673 | $287.6K | 0.07% | 00.0% | Unchanged |
| Bank of the West | 3,650 | $285.8K | 0.03% | −157−4.1% | Reduced |
| LVW Advisors, LLC | 3,638 | $284.9K | 0.06% | −168−4.4% | Reduced |
| Fruth Investment Management | 3,628 | $284.0K | 0.08% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,615 | $283.1K | 0.03% | −26−0.7% | Reduced |
| CAPROCK Group, Inc. | 3,593 | $281.4K | 0.03% | −60−1.6% | Reduced |
| SlateStone Wealth, LLC | 3,589 | $281.1K | 0.07% | −100−2.7% | Reduced |
| Daymark Wealth Partners, LLC | 3,589 | $281.1K | 0.05% | +3,589 | New |
| Siemens Fonds Invest GmbH | 3,582 | $280.5K | 0.03% | −611−14.6% | Reduced |
| Sequoia Financial Advisors, LLC | 3,574 | $279.9K | 0.01% | +424+13.5% | Added |
| Bell Investment Advisors, Inc | 3,551 | $278.1K | 0.07% | +3,378+1,952.6% | Added |
| Bard Financial Services, Inc. | 3,545 | $278.0K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,525 | $276.5K | 0.01% | +128+3.8% | Added |
| Farmers National Bank | 3,530 | $276.4K | 0.10% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,524 | $275.9K | 0.21% | +10.0% | Added |
| Riverwater Partners LLC | 3,508 | $274.7K | 0.23% | −55−1.5% | Reduced |
| TCTC Holdings, LLC | 3,507 | $274.6K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,491 | $273.4K | 0.01% | −55−1.6% | Reduced |
| General Partner, Inc. | 3,480 | $272.5K | 0.25% | +3,480 | New |
| Chicago Trust Co NA | 3,469 | $271.0K | 0.07% | +104+3.1% | Added |
| Trillium Asset Management, LLC | 3,450 | $270.0K | 0.01% | +3,450 | New |
| Private Advisor Group, LLC | 25,213 | $268.7K | 0.01% | −1,553−5.8% | Reduced |
| First National Trust Co | 3,422 | $268.0K | 0.01% | −73−2.1% | Reduced |
| Virginia Retirement Systems Et Al | 3,400 | $266.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,400 | $266.2K | 0.02% | −141−4.0% | Reduced |
| Meridian Investment Counsel Inc. | 3,393 | $266.0K | 0.11% | −278−7.6% | Reduced |
| Boyd Watterson Asset Management LLC | 3,380 | $264.7K | 0.11% | −8−0.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,373 | $264.1K | 0.04% | +3,373 | New |
| Gitterman Wealth Management, LLC | 3,359 | $263.2K | 0.13% | +3,359 | New |
| Gillespie Robinson & Grimm Inc | 3,332 | $261.0K | 0.03% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,311 | $259.3K | 0.02% | −433−11.6% | Reduced |
| Defined Wealth Management, LLC | 3,310 | $259.2K | 0.24% | 00.0% | Unchanged |
| Rothschild Investment Corp | 3,303 | $259.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,730 | $255.6K | 0.01% | +4,730 | New |
| Meridian Wealth Management, LLC | 3,262 | $255.4K | 0.03% | +80+2.5% | Added |
| IFP Advisors, Inc | 5,302 | $254.0K | 0.01% | +557+11.7% | Added |
| Security National Bank | 3,226 | $252.6K | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,220 | $252.2K | 0.02% | +3,220 | New |
| Crestwood Advisors Group LLC | 3,176 | $248.7K | 0.01% | −893−21.9% | Reduced |
| Avidian Wealth Solutions, LLC | 3,173 | $248.5K | 0.02% | +3,173 | New |
| Sun Life Financial INC | 3,150 | $248.0K | 0.02% | −83−2.6% | Reduced |
| Institutional & Family Asset Management, LLC | 3,165 | $247.9K | 0.04% | −36−1.1% | Reduced |
| New England Capital Financial Advisors LLC | 3,046 | $246.2K | 0.17% | +3,046 | New |
| Court Place Advisors, LLC | 3,135 | $245.5K | 0.09% | −52−1.6% | Reduced |
| Gyon Technologies Capital Management, LP | 3,132 | $245.3K | 0.09% | +3,132 | New |
| Advisory Services Network, LLC | 3,110 | $243.5K | 0.01% | −184−5.6% | Reduced |
| Tiemann Investment Advisors, LLC | 3,099 | $242.7K | 0.14% | −75−2.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,089 | $241.9K | 0.04% | +3,089 | New |
| Signature Wealth Management Partners, LLC | 3,087 | $241.7K | 0.24% | +3,087 | New |
| Quadrant Capital Group LLC | 3,085 | $241.6K | 0.03% | +187+6.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,085 | $241.6K | 0.02% | +3,085 | New |
| Cobblestone Capital Advisors LLC | 3,073 | $240.6K | 0.02% | +3,073 | New |
| Harbor Investment Advisory, LLC | 3,072 | $240.6K | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,070 | $240.4K | 0.00% | +3,070 | New |
| Forum Financial Management, LP | 3,049 | $238.8K | 0.01% | +3,049 | New |
| Centaurus Financial, Inc. | 3,028 | $237.0K | 0.02% | −196−6.1% | Reduced |
| Forbes J M & Co LLP | 3,008 | $236.0K | 0.03% | +3,008 | New |
| LMCG Investments, LLC | 3,007 | $235.5K | 0.02% | +3,007 | New |
| Howland Capital Management LLC | 3,001 | $235.0K | 0.01% | +3,001 | New |
| Hancock Whitney Corp | 2,998 | $235.0K | 0.01% | +2,998 | New |
| St. Louis Trust Co | 3,000 | $234.9K | 0.05% | −1,317−30.5% | Reduced |
| Systematic Financial Management LP | 3,000 | $234.9K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $234.9K | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,998 | $234.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,996 | $234.6K | 0.00% | +765+34.3% | Added |
| LCM Capital Management Inc | 2,984 | $233.7K | 0.23% | +2,984 | New |
| Wade G W & Inc | 2,964 | $232.0K | 0.01% | −408−12.1% | Reduced |
| First Horizon Advisors, Inc. | 2,943 | $230.5K | 0.01% | −26−0.9% | Reduced |
| First Citizens Bank & Trust Co | 2,940 | $230.0K | 0.01% | +2,940 | New |
| Calamos Wealth Management LLC | 2,925 | $229.1K | 0.02% | +2,925 | New |
| Laurel Wealth Advisors LLC | 2,919 | $228.6K | 0.05% | −38−1.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,916 | $228.4K | 0.05% | −44−1.5% | Reduced |
| Legacy Bridge, LLC | 2,911 | $228.0K | 0.16% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,866 | $224.0K | 0.01% | −29−1.0% | Reduced |
| Spinnaker Trust | 2,856 | $224.0K | 0.02% | +2,856 | New |
| Mitchell McLeod Pugh & Williams Inc | 2,853 | $223.4K | 0.08% | +2,853 | New |
| Prospera Financial Services Inc | 2,852 | $223.4K | 0.01% | +2,852 | New |
| 9258 Wealth Management, LLC | 2,849 | $223.1K | 0.05% | +2,849 | New |
| Archer Investment Corp | 2,271 | $223.1K | 0.09% | −62−2.7% | Reduced |
| First Foundation Advisors | 2,823 | $221.1K | 0.01% | −387−12.1% | Reduced |
| EP Wealth Advisors, LLC | 2,821 | $220.9K | 0.00% | +2,821 | New |
| Essex Savings Bank | 2,810 | $220.0K | 0.08% | +2,810 | New |
| SkyView Investment Advisors, LLC | 2,809 | $220.0K | 0.07% | +2,809 | New |
| First Capital Advisors Group, LLC. | 2,809 | $220.0K | 0.15% | +2,809 | New |
| Intrua Financial, LLC | 2,757 | $219.6K | 0.05% | +2,757 | New |
| Northeast Investment Management | 2,781 | $218.0K | 0.01% | +2,781 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,784 | $218.0K | 0.05% | +2,784 | New |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $217.0K | 0.25% | +2,765 | New |
| Cubist Systematic Strategies, LLC | 2,749 | $215.3K | 0.00% | −18,935−87.3% | Reduced |
| InterOcean Capital Group, LLC | 2,747 | $215.1K | 0.01% | +2,747 | New |
| Farmers Trust Co | 2,725 | $213.0K | 0.05% | +2,725 | New |
| Belpointe Asset Management LLC | 2,715 | $212.6K | 0.01% | +684+33.7% | Added |