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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.

Q1 2023 vs. Q4 2022

How the institutions holding Otis Worldwide Corp changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of OTIS: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders1,106271,101+22
Shares355.0M860.9K400.3M+46.2M (+13.0%)
Value$27.8B$56.8M$30.1B+$2.36B (+8.5%)

27 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (91)

Institutions that held Otis Worldwide Corp at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to OTIS in Q1 2023
InstitutionSharesValue% of portfolio
Canoe Financial LP962,294$81.2M1.14%
Qube Research & Technologies Ltd186,385$15.7M0.09%
Voloridge Investment Management, LLC90,428$7.63M0.04%
Intrinsic Edge Capital Management LLC70,000$5.91M0.60%
Vinva Investment Management Ltd66,732$5.55M0.47%
Capital Fund Management S.A.49,118$4.15M0.08%
Trexquant Investment LP45,247$3.82M0.10%
Y-Intercept (Hong Kong) Ltd34,396$2.90M0.34%
Brown Shipley& Co Ltd30,517$2.58M1.66%
Canandaigua National Bank & Trust Co28,691$2.42M0.41%
Alberta Investment Management Corp27,599$2.33M0.02%
Abn Amro Investment Solutions26,503$2.24M0.05%
Jefferies Financial Group Inc.23,458$1.98M0.04%
FORA Capital, LLC19,727$1.66M0.17%
Perpetual Ltd16,892$1.43M0.01%
Parallax Volatility Advisers, L.P.15,393$1.30M0.05%
Weiss Multi-Strategy Advisers LLC13,107$1.11M0.03%
Graham Capital Management, L.P.10,442$881.3K0.03%
Ostrum Asset Management9,363$790.2K0.07%
La Banque Postale Asset Management SA8,513$718.5K0.02%
Caxton Associates LP8,501$717.5K0.11%
Atlantic Union Bankshares Corp8,353$705.0K0.07%
Machina Capital S.A.S.7,296$615.8K0.54%
Engineers Gate Manager LP7,068$596.5K0.02%
Echo Street Capital Management LLC6,399$540.1K0.00%
RSM US Wealth Management LLC5,918$499.5K0.02%
Ofi Invest Asset Management41,840,034$495.7K2.56%
Fox Run Management, L.L.C.5,594$472.1K0.15%
Agf Management Ltd5,569$470.0K0.00%
Hillsdale Investment Management Inc.5,230$441.4K0.04%
Banco Santander, S.A.5,119$432.0K0.01%
Waldron Private Wealth LLC4,998$421.9K0.02%
DFPG Investments, LLC4,699$396.6K0.04%
Oak Thistle LLC4,618$389.8K0.23%
Sherbrooke Park Advisers LLC4,500$379.8K0.57%
Keebeck Alpha, LP4,457$376.2K0.44%
Prelude Capital Management, LLC4,432$374.1K0.03%
SRB Corp4,334$365.8K0.02%
Blueshift Asset Management, LLC4,140$349.4K0.15%
Ritholtz Wealth Management3,653$308.3K0.02%
Gladstone Institutional Advisory LLC3,632$306.6K0.02%
Boothbay Fund Management, LLC3,300$278.5K0.01%
Lowe Brockenbrough & Co Inc3,169$267.5K0.02%
Fidelis Capital Partners, LLC2,905$249.7K0.11%
Cipher Capital LP2,724$229.9K0.04%
Sentinel Trust Co Lba2,600$219.0K0.03%
V-Square Quantitative Management LLC2,563$216.3K0.20%
Avantax Planning Partners, Inc.2,559$216.0K0.01%
Gratus Capital LLC2,554$215.6K0.02%
World Equity Group, Inc.16,489$215.5K0.04%
Charter Oak Capital Management, LLC2,524$213.0K0.03%
Reynders McVeigh Capital Management, LLC2,528$213.0K0.01%
Geller Advisors LLC2,522$212.9K0.03%
Custos Family Office, LLC2,500$211.0K0.15%
Bailard, Inc.2,497$210.7K0.01%
Montis Financial, LLC2,486$209.8K0.16%
Conning Inc.2,470$208.5K0.01%
Wescott Financial Advisory Group, LLC2,458$207.5K0.05%
PFS Investments Inc.2,643$207.0K0.00%
Founders Capital Management, LLC2,450$206.8K0.05%
Hilltop Holdings Inc.2,431$205.2K0.03%
Congress Wealth Management LLC2,395$202.1K0.00%
Capital Planning Advisors, LLC2,383$201.1K0.04%
Healthcare of Ontario Pension Plan Trust Fund1,997$168.5K0.00%
Wellington Shields & Co., LLC1,914$161.5K0.04%
Quintet Private Bank (Europe) S.A.1,819$153.6K0.01%
Foster Dykema Cabot & Co Inc1,318$111.0K0.01%
Chesapeake Asset Management LLC1,303$110.0K0.10%
Kessler Investment Group, LLC1,171$98.8K0.07%
Paladin Advisory Group, LLC978$82.6K0.07%
Ameritas Advisory Services, LLC918$76.8K0.00%
Wellington Shields Capital Management, LLC566$47.8K0.01%
Ahrens Investment Partners LLC541$45.6K0.02%
Nalls Sherbakoff Group, LLC150$12.5K0.01%
FSC Wealth Advisors, LLC144$12.2K0.02%
IAG Wealth Partners, LLC136$11.5K0.00%
Milestone Investment Advisors LLC100$8.44K0.00%
WealthPLAN Partners, LLC85$7.17K0.00%
Thompson Investment Management, Inc.67$5.66K0.00%
Sunbelt Securities, Inc.52$4.32K0.00%
Hoey Investments, Inc46$3.88K0.00%
Pacific Center for Financial Services25$2.11K0.00%
Venturi Wealth Management, LLC20$1.69K0.00%
Chilton Capital Management LLC15$1.27K0.00%
Ridgewood Investments LLC14$1.18K0.00%
Arlington Partners LLC14$1.18K0.00%
Highline Wealth Partners LLC13$1.10K0.00%
Strengthening Families & Communities, LLC11$1.00K0.00%
Optiver Holding B.V.5$4220.00%
Summit Wealth Group, LLC18,399$00.00%
Quilter Plc932––

Sold out (69)

Institutions that held Otis Worldwide Corp at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of OTIS in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Suvretta Capital Management, LLC1,297,480$101.6M
Schonfeld Strategic Advisors LLC253,002$19.8M
Rheos Capital Works Inc.242,000$19.0M
Woodline Partners LP207,553$16.3M
Nekton Capital Ltd.179,529$14.1M
Interval Partners, LP123,767$9.69M
Marshall Wace, LLP106,708$8.36M
Liontrust Investment Partners LLP100,000$7.83M
QVIDTVM Management LLC75,439$5.91M
Holocene Advisors, LP55,668$4.36M
Wolverine Asset Management LLC28,000$2.19M
Natixis27,719$2.17M
Allstate Corp23,207$1.82M
Quantbot Technologies LP20,309$1.59M
Seven Eight Capital, LP16,534$1.29M
United Services Automobile Association15,559$1.22M
CTC Capital Management, LLC12,400$971.0K
Nordwand Advisors, LLC11,751$920.2K
Sather Financial Group Inc11,154$873.5K
Toews Corp9,900$775.3K
Simplex Trading, LLC7,744$606.0K
River Wealth Advisors LLC5,832$456.7K
Scissortail Wealth Management, LLC4,429$369.0K
PEAK6 Investments LLC4,157$325.5K
Money Concepts Capital Corp3,968$310.7K
Journey Advisory Group, LLC3,775$295.6K
SlateStone Wealth, LLC3,589$281.1K
Trillium Asset Management, LLC3,450$270.0K
Virginia Retirement Systems Et Al3,400$266.3K
Gitterman Wealth Management, LLC3,359$263.2K
Centiva Capital, LP3,220$252.2K
Avidian Wealth Solutions, LLC3,173$248.5K
Gyon Technologies Capital Management, LP3,132$245.3K
Obermeyer Wood Investment Counsel, LLLP3,085$241.6K
Cobblestone Capital Advisors LLC3,073$240.6K
SkyView Investment Advisors, LLC2,809$220.0K
First Capital Advisors Group, LLC.2,809$220.0K
Patton Fund Management, Inc.2,556$200.0K
U.S. Capital Wealth Advisors, LLC1,913$149.8K
DuPont Capital Management Corp933$73.1K
One Wealth Advisors, LLC901$70.6K
Comerica Securities,inc.883$69.1K
Aua Capital Management, LLC718$56.2K
Arcus Capital Partners, LLC621$48.6K
Madden Securities Corp617$48.3K
Pathway Financial Advisers, LLC362$28.3K
LFA - Lugano Financial Advisors SA360$28.2K
Elequin Capital LP244$19.1K
Accurate Wealth Management, LLC193$15.8K
Fiduciary Alliance LLC148$11.6K
Freedom Wealth Alliance, LLC125$9.83K
MinichMacGregor Wealth Management, LLC125$9.79K
My Personal CFO, LLC90$7.05K
Nomura Holdings Inc79$6.00K
WFA of San Diego, LLC75$5.87K
McElhenny Sheffield Capital Management, LLC63$4.93K
Corrado Advisors, LLC61$4.78K
EWG Elevate Inc.61$4.78K
Lakewood Asset Management LLC51$4.00K
Beaird Harris Wealth Management, LLC49$3.84K
Norway Savings Bank48$3.76K
Legend Financial Advisors, Inc.34$2.66K
Zullo Investment Group, Inc.30$2.35K
Affiance Financial, LLC25$1.96K
Coppell Advisory Solutions LLC15$1.18K
Coppell Advisory Solutions Corp.15$1.18K
Jones Financial Companies LLLP8$1.00K
TSFG, LLC9$1.00K
Bellwether Advisors, LLC2$156

Not filed for Q1 2023 yet (27)

Institutions that held Otis Worldwide Corp at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.