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 |
|---|---|---|---|---|---|
| Proffitt & Goodson Inc | 2,703 | $211.7K | 0.05% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,701 | $211.5K | 0.04% | +2,701 | New |
| Baker Ellis Asset Management LLC | 2,696 | $211.1K | 0.04% | +2,696 | New |
| Prescott Group Capital Management, L.L.C. | 2,700 | $211.0K | 0.05% | +2,700 | New |
| Cyndeo Wealth Partners, LLC | 2,690 | $210.7K | 0.02% | +2,690 | New |
| Institute for Wealth Management, LLC. | 2,660 | $208.3K | 0.04% | +2,660 | New |
| Shelton Capital Management | 2,659 | $208.2K | 0.02% | +2,659 | New |
| Addison Advisors LLC | 2,657 | $208.1K | 0.12% | +317+13.5% | Added |
| Aveo Capital Partners, LLC | 2,655 | $207.9K | 0.03% | +2,655 | New |
| Brighton Jones LLC | 2,650 | $207.5K | 0.01% | −993−27.3% | Reduced |
| Cullen Capital Management LLC | 2,646 | $207.2K | 0.00% | +2,646 | New |
| Aevitas Wealth Management, Inc. | 2,637 | $206.5K | 0.12% | +2,637 | New |
| Adirondack Trust Co | 2,632 | $206.1K | 0.11% | −45−1.7% | Reduced |
| Bellecapital International Ltd. | 2,624 | $205.5K | 0.06% | +2,624 | New |
| Principal Street Partners, LLC | 2,617 | $204.9K | 0.05% | +2,617 | New |
| Anchor Investment Management, LLC | 2,615 | $204.8K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,604 | $203.9K | 0.01% | +2,604 | New |
| Leavell Investment Management, Inc. | 2,589 | $203.0K | 0.02% | +2,589 | New |
| Mairs & Power Inc | 2,576 | $201.7K | 0.00% | +2,576 | New |
| Patton Fund Management, Inc. | 2,556 | $200.0K | 0.06% | +2,556 | New |
| Asset Dedication, LLC | 2,462 | $193.0K | 0.02% | −17−0.7% | Reduced |
| Arrow Financial Corp | 2,371 | $186.0K | 0.03% | −32−1.3% | Reduced |
| State of Wyoming | 2,356 | $184.5K | 0.06% | +1,057+81.4% | Added |
| Optimum Investment Advisors | 2,325 | $182.1K | 0.10% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,272 | $177.9K | 0.04% | +2,272 | New |
| Logan Capital Management Inc | 2,255 | $176.6K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 2,138 | $167.4K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,106 | $164.9K | 0.02% | +80+3.9% | Added |
| Carmichael Hill & Associates, Inc. | 2,081 | $162.9K | 0.09% | −227−9.8% | Reduced |
| Deseret Mutual Benefit Administrators | 2,076 | $162.6K | 0.07% | −1,351−39.4% | Reduced |
| Manchester Capital Management LLC | 2,072 | $162.3K | 0.02% | +10+0.5% | Added |
| Grove Bank & Trust | 2,073 | $162.0K | 0.04% | +2,073 | New |
| Point72 Middle East FZE | 1,969 | $154.2K | 0.01% | +1,969 | New |
| U.S. Capital Wealth Advisors, LLC | 1,913 | $149.8K | 0.01% | +1,913 | New |
| Smithfield Trust Co | 1,855 | $147.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,307 | $147.0K | 0.00% | +1,036+81.5% | Added |
| Leonteq Securities AG | 1,859 | $145.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,842 | $144.2K | 0.04% | −879−32.3% | Reduced |
| Cypress Capital Management LLC (WY) | 1,830 | $143.3K | 0.18% | −450−19.7% | Reduced |
| BDO Wealth Advisors, LLC | 1,791 | $140.3K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,695 | $133.0K | 0.01% | +36+2.2% | Added |
| Bangor Savings Bank | 1,642 | $129.0K | 0.02% | −88−5.1% | Reduced |
| Estabrook Capital Management | 1,647 | $129.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,637 | $128.2K | 0.01% | +55+3.5% | Added |
| Citizens National Bank Trust Department | 1,625 | $127.0K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,611 | $126.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,581 | $124.0K | 0.04% | −15−0.9% | Reduced |
| Acropolis Investment Management, LLC | 1,543 | $120.8K | 0.01% | −252−14.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,538 | $120.0K | 0.08% | −35−2.2% | Reduced |
| North Star Investment Management Corp. | 1,520 | $119.0K | 0.01% | 00.0% | Unchanged |
| Thomas White International Ltd | 1,484 | $116.2K | 0.03% | −686−31.6% | Reduced |
| Mascoma Wealth Management LLC | 1,425 | $111.6K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,368 | $107.1K | 0.01% | +6+0.4% | Added |
| Atlas Capital Advisors LLC | 1,364 | $106.8K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $105.7K | 0.07% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,340 | $104.9K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,330 | $104.2K | 0.01% | +1,080+432.0% | Added |
| Sutton Wealth Advisors Inc. | 1,303 | $102.0K | 0.04% | +115+9.7% | Added |
| Parkside Financial Bank & Trust | 1,280 | $100.2K | 0.03% | +37+3.0% | Added |
| City State Bank | 1,279 | $100.0K | 0.06% | −25−1.9% | Reduced |
| Stephenson National Bank & Trust | 1,261 | $99.0K | 0.06% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 1,231 | $96.4K | 0.05% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,219 | $95.5K | 0.04% | +35+3.0% | Added |
| Piscataqua Savings Bank | 1,219 | $95.5K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $94.0K | 0.06% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,200 | $94.0K | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,182 | $93.0K | 0.00% | +617+109.2% | Added |
| Gables Capital Management Inc. | 1,175 | $92.0K | 0.07% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,158 | $90.7K | 0.01% | −40−3.3% | Reduced |
| Crewe Advisors LLC | 1,150 | $90.1K | 0.01% | +187+19.4% | Added |
| Eagle Bay Advisors LLC | 1,148 | $89.9K | 0.05% | +305+36.2% | Added |
| Compagnie Lombard Odier SCmA | 1,097 | $86.0K | 0.00% | +747+213.4% | Added |
| Ulland Investment Advisors, LLC | 1,071 | $84.0K | 0.10% | +22+2.1% | Added |
| Monetary Management Group Inc | 1,071 | $83.9K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,069 | $83.7K | 0.02% | −22−2.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,051 | $82.3K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,019 | $79.8K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,009 | $79.0K | 0.01% | −94−8.5% | Reduced |
| Global Retirement Partners, LLC | 1,005 | $78.7K | 0.01% | −78−7.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 991 | $78.0K | 0.07% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 974 | $76.0K | 0.03% | −45−4.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 960 | $75.2K | 0.07% | 00.0% | Unchanged |
| Horan Securities, Inc. | 958 | $75.0K | 0.04% | −8−0.8% | Reduced |
| Hanson & Doremus Investment Management | 947 | $74.0K | 0.02% | −63−6.2% | Reduced |
| DuPont Capital Management Corp | 933 | $73.1K | 0.00% | −90−8.8% | Reduced |
| Covestor Ltd | 913 | $72.0K | 0.06% | +124+15.7% | Added |
| RFP Financial Group LLC | 908 | $71.1K | 0.03% | +908 | New |
| One Wealth Advisors, LLC | 901 | $70.6K | 0.02% | +901 | New |
| First Command Bank | 898 | $70.0K | 0.01% | −178−16.5% | Reduced |
| First Command Financial Services, Inc. | 898 | $70.0K | 0.01% | −178−16.5% | Reduced |
| Zions Bancorporation, N.A. | 890 | $69.7K | 0.01% | −127−12.5% | Reduced |
| Comerica Securities,inc. | 883 | $69.1K | 0.00% | +883 | New |
| Spire Wealth Management | 887 | $69.0K | 0.00% | +25+2.9% | Added |
| Perkins Coie Trust Co | 856 | $67.0K | 0.02% | −2,872−77.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 849 | $66.5K | 0.04% | +849 | New |
| Glassman Wealth Services | 849 | $66.5K | 0.01% | −112−11.7% | Reduced |
| Acima Private Wealth, LLC | 834 | $65.3K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 827 | $64.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 826 | $64.7K | 0.00% | +826 | New |
| Evermay Wealth Management LLC | 823 | $64.4K | 0.01% | −450−35.3% | Reduced |