Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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, Q1 2023

Institutional positions in Otis Worldwide Corp as of Mar 31, 2023. 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: 1,101; +22 vs. Q4 2022
Shares held: 400.3M; +46.2M (+13.0%) vs. Q4 2022
Total value: $30.1B; +$2.36B (+8.5%) vs. Q4 2022
New holders: 91; 343 more added
Sold out: 69; 436 more reduced

27 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 1,101 institutions

Value heldQ1 2023: $30.1B

Institutions holding OTIS and their total value by quarter
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, Q1 2023

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q4 2022.

Institutions holding OTIS in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
HBC Financial Services, PLLC	7	$0	0.00%	00.0%	Unchanged
Summit Wealth Group, LLC	18,399	$0	0.00%	+18,399	New
Tfo-TDC, LLC	2	$169	0.00%	−18−90.0%	Reduced
PSI Advisors, LLC	2	$169	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	2	$176	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	5	$422	0.00%	00.0%	Unchanged
Optiver Holding B.V.	5	$422	0.00%	+5	New
Rise Advisors, LLC	7	$614	0.00%	−102−93.6%	Reduced
Syverson Strege & Co	8	$675	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	8	$676	0.00%	00.0%	Unchanged
New Millennium Group LLC	9	$760	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	11	$928	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	23	$1.00K	0.00%	00.0%	Unchanged
Benjamin Edwards Inc	6	$1.00K	0.00%	00.0%	Unchanged
Strengthening Families & Communities, LLC	11	$1.00K	0.00%	+11	New
Guardian Wealth Management, Inc.	12	$1.04K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	13	$1.10K	0.00%	+13	New
West Paces Advisors Inc.	14	$1.18K	0.00%	00.0%	Unchanged
Arlington Partners LLC	14	$1.18K	0.00%	+14	New
Ridgewood Investments LLC	14	$1.18K	0.00%	+14	New
Trifecta Capital Advisors, LLC	15	$1.27K	0.00%	00.0%	Unchanged
Chilton Capital Management LLC	15	$1.27K	0.00%	+15	New
Marquette Asset Management, LLC	18	$1.52K	0.00%	00.0%	Unchanged
TD Capital Management LLC	20	$1.69K	0.00%	00.0%	Unchanged
Venturi Wealth Management, LLC	20	$1.69K	0.00%	+20	New
ICA Group Wealth Management, LLC	21	$1.77K	0.00%	−16−43.2%	Reduced
Pittenger & Anderson Inc	21	$1.77K	0.00%	+20+2,000.0%	Added
Twin Lakes Capital Management, LLC	23	$1.93K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	20	$2.00K	0.00%	−21−51.2%	Reduced
Financial Connections Group, Inc.	29	$2.00K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	25	$2.11K	0.00%	+25	New
PFS Partners, LLC	26	$2.17K	0.00%	00.0%	Unchanged
Financial Freedom, LLC	27	$2.28K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	33	$2.79K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	37	$3.12K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	39	$3.33K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	40	$3.38K	0.00%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	42	$3.54K	0.00%	+23+121.1%	Added
Bogart Wealth, LLC	43	$3.63K	0.00%	−71−62.3%	Reduced
McIlrath & Eck, LLC	45	$3.80K	0.00%	00.0%	Unchanged
Hoey Investments, Inc	46	$3.88K	0.00%	+46	New
Sunbelt Securities, Inc.	52	$4.32K	0.00%	+52	New
Schubert & Co	53	$4.47K	0.00%	+13+32.5%	Added
WR Wealth Planners, LLC	56	$4.73K	0.00%	+6+12.0%	Added
Granite FO LLC	57	$4.86K	0.00%	00.0%	Unchanged
Resources Management Corp	312	$5.00K	0.00%	−487−61.0%	Reduced
Harel Insurance Investments & Financial Services Ltd.	55	$5.00K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	63	$5.32K	0.00%	+2+3.3%	Added
Newbridge Financial Services Group, Inc.	64	$5.40K	0.00%	−50−43.9%	Reduced
Thompson Investment Management, Inc.	67	$5.66K	0.00%	+67	New
Abound Wealth Management	67	$5.67K	0.00%	00.0%	Unchanged
Tradition Wealth Management, LLC	75	$6.00K	0.00%	+28+59.6%	Added
Mine & Arao Wealth Creation & Management, LLC.	75	$6.33K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	79	$6.67K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	83	$7.04K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	85	$7.17K	0.00%	−1−1.2%	Reduced
WealthPLAN Partners, LLC	85	$7.17K	0.00%	+85	New
First PREMIER Bank	100	$8.00K	0.00%	00.0%	Unchanged
Baker Avenue Asset Management, LP	97	$8.19K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	98	$8.29K	0.00%	+30+44.1%	Added
First Personal Financial Services	100	$8.44K	0.00%	00.0%	Unchanged
Milestone Investment Advisors LLC	100	$8.44K	0.00%	+100	New
First Eagle Investment Management, LLC	106	$8.95K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	115	$9.00K	0.01%	00.0%	Unchanged
PrairieView Partners, LLC	113	$9.00K	0.00%	00.0%	Unchanged
Steward Financial Group LLC	113	$9.00K	0.00%	+69+156.8%	Added
RFP Financial Group LLC	108	$9.12K	0.01%	−800−88.1%	Reduced
DecisionPoint Financial, LLC	110	$9.28K	0.01%	00.0%	Unchanged
Toth Financial Advisory Corp	116	$9.79K	0.00%	+71+157.8%	Added
1832 Asset Management L.P.	117	$9.87K	0.00%	+97+485.0%	Added
Sittner & Nelson, LLC	118	$9.96K	0.01%	00.0%	Unchanged
Lumature Wealth Partners, LLC	121	$10.2K	0.01%	00.0%	Unchanged
Tortoise Investment Management, LLC	125	$10.6K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	132	$11.0K	0.00%	+31+30.7%	Added
IAG Wealth Partners, LLC	136	$11.5K	0.00%	+136	New
Rosenberg Matthew Hamilton	142	$12.0K	0.00%	00.0%	Unchanged
FSC Wealth Advisors, LLC	144	$12.2K	0.02%	+144	New
Nalls Sherbakoff Group, LLC	150	$12.5K	0.01%	+150	New
Annapolis Financial Services, LLC	150	$12.7K	0.00%	00.0%	Unchanged
Tompkins Financial Corp	152	$12.8K	0.00%	−300−66.4%	Reduced
JJJ Advisors Inc.	158	$12.8K	0.00%	00.0%	Unchanged
Core Alternative Capital	158	$13.4K	0.00%	+42+36.2%	Added
Level Financial Advisors, Inc.	160	$13.5K	0.01%	00.0%	Unchanged
Versant Capital Management, Inc	163	$13.7K	0.00%	−29−15.1%	Reduced
Householder Group Estate & Retirement Specialist, LLC	169	$14.0K	0.01%	00.0%	Unchanged
Tanglewood Legacy Advisors, LLC	167	$14.1K	0.01%	00.0%	Unchanged
MCF Advisors LLC	171	$14.4K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	172	$14.5K	0.00%	00.0%	Unchanged
West Oak Capital, LLC	175	$14.8K	0.01%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	176	$14.9K	0.00%	−159−47.5%	Reduced
Westside Investment Management, Inc.	176	$14.9K	0.00%	+1+0.6%	Added
Financial Perspectives, Inc	180	$15.2K	0.01%	00.0%	Unchanged
Clean Yield Group	181	$15.3K	0.01%	00.0%	Unchanged
Exchange Traded Concepts, LLC	189	$16.0K	0.00%	+70+58.8%	Added
Hall Laurie J Trustee	189	$16.0K	0.01%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	184	$16.0K	0.00%	−361−66.2%	Reduced
Earnest Partners LLC	196	$16.5K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	199	$16.8K	0.01%	00.0%	Unchanged
Barrett & Company, Inc.	200	$16.9K	0.01%	00.0%	Unchanged
Endurance Wealth Management, Inc.	205	$17.0K	0.00%	00.0%	Unchanged