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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Perkins Coie Trust Co | 207 | $17.5K | 0.01% | −649−75.8% | Reduced |
| Column Capital Advisors, LLC | 207 | $17.5K | 0.00% | −9−4.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 208 | $18.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 225 | $19.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 222 | $19.0K | 0.00% | −117−34.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 230 | $19.4K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 227 | $19.5K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 232 | $19.6K | 0.01% | −62−21.1% | Reduced |
| Pflug Koory, LLC | 234 | $19.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 236 | $19.9K | 0.01% | −16−6.3% | Reduced |
| CNB Bank | 237 | $20.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 247 | $20.8K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 247 | $21.0K | 0.01% | −78−24.0% | Reduced |
| Osterweis Capital Management Inc | 250 | $21.1K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 253 | $21.4K | 0.00% | +153+153.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 261 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 262 | $22.1K | 0.01% | −16−5.8% | Reduced |
| Costello Asset Management, INC | 262 | $22.1K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 263 | $22.2K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 266 | $22.5K | 0.02% | −257−49.1% | Reduced |
| Sound Income Strategies, LLC | 275 | $23.2K | 0.00% | +17+6.6% | Added |
| Glen Eagle Advisors, LLC | 290 | $24.4K | 0.01% | +15+5.5% | Added |
| First National Bank of South Miami | 300 | $25.3K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 307 | $25.9K | 0.00% | −300−49.4% | Reduced |
| JNBA Financial Advisors | 311 | $26.2K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 316 | $26.7K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 324 | $27.3K | 0.01% | −107−24.8% | Reduced |
| Antonetti Capital Management LLC | 325 | $27.4K | 0.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 335 | $28.3K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 350 | $29.5K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 350 | $29.5K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 352 | $30.0K | 0.01% | −20−5.4% | Reduced |
| Gradient Investments LLC | 359 | $30.3K | 0.00% | 00.0% | Unchanged |
| Motco | 366 | $30.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 369 | $31.1K | 0.01% | +247+202.5% | Added |
| Pinnacle Financial Partners Inc | 372 | $31.4K | 0.00% | −45−10.8% | Reduced |
| Orion Capital Management LLC | 375 | $31.6K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 379 | $32.0K | 0.02% | −46−10.8% | Reduced |
| Duncker Streett & Co Inc | 379 | $32.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 384 | $32.0K | 0.00% | −30−7.2% | Reduced |
| Oakworth Capital, Inc. | 386 | $32.6K | 0.00% | −200−34.1% | Reduced |
| Prestige Wealth Management Group LLC | 386 | $32.6K | 0.01% | −88−18.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 389 | $32.8K | 0.00% | +190+95.5% | Added |
| Harvest Fund Management Co., Ltd | 393 | $33.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 394 | $33.3K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $33.8K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 401 | $34.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 405 | $34.2K | 0.01% | +5+1.3% | Added |
| SRS Capital Advisors, Inc. | 416 | $35.1K | 0.00% | +1+0.2% | Added |
| Creative Capital Management Investments LLC | 422 | $35.6K | 0.03% | −2−0.5% | Reduced |
| Sutton Wealth Advisors Inc. | 430 | $36.3K | 0.02% | −873−67.0% | Reduced |
| Norwood Financial Corp | 430 | $36.3K | 0.06% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 441 | $37.2K | 0.01% | −31−6.6% | Reduced |
| First Command Bank | 448 | $37.8K | 0.00% | −450−50.1% | Reduced |
| First Command Financial Services, Inc. | 448 | $37.8K | 0.00% | −450−50.1% | Reduced |
| Accel Wealth Management | 449 | $37.9K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 456 | $38.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 464 | $39.2K | 0.01% | −141−23.3% | Reduced |
| BerganKDV Wealth Management, LLC | 490 | $41.4K | 0.00% | +54+12.4% | Added |
| Riverview Trust Co | 500 | $42.2K | 0.04% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 503 | $42.5K | 0.03% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 507 | $42.8K | 0.02% | +404+392.2% | Added |
| Old North State Trust, LLC | 507 | $43.0K | 0.03% | −17−3.2% | Reduced |
| TFC Financial Management | 520 | $43.9K | 0.01% | +133+34.4% | Added |
| Stonebridge Capital Advisors LLC | 527 | $44.5K | 0.01% | −300−36.3% | Reduced |
| Ahrens Investment Partners LLC | 541 | $45.6K | 0.02% | +541 | New |
| New Hampshire Trust | 550 | $46.4K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 551 | $46.5K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 560 | $47.0K | 0.00% | −77−12.1% | Reduced |
| Aspire Private Capital, LLC | 559 | $47.2K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 566 | $47.8K | 0.01% | +566 | New |
| Pinnacle Bancorp, Inc. | 572 | $48.3K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 575 | $48.5K | 0.03% | −600−51.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 589 | $49.8K | 0.01% | −3−0.5% | Reduced |
| Beacon Capital Management, LLC | 598 | $50.5K | 0.01% | −9−1.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 599 | $50.6K | 0.00% | +449+299.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 600 | $50.7K | 0.02% | +2+0.3% | Added |
| AdvisorNet Financial, Inc | 602 | $50.8K | 0.00% | +13+2.2% | Added |
| Key Financial Inc | 602 | $50.8K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 608 | $51.3K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 650 | $54.9K | 0.04% | +200+44.4% | Added |
| Baystate Wealth Management LLC | 651 | $55.0K | 0.00% | −12−1.8% | Reduced |
| JFS Wealth Advisors, LLC | 671 | $56.6K | 0.01% | +24+3.7% | Added |
| First Community Trust NA | 682 | $57.6K | 0.07% | −10−1.4% | Reduced |
| Hoertkorn Richard Charles | 682 | $57.6K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 700 | $59.1K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 716 | $60.4K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,976 | $62.2K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 759 | $64.1K | 0.02% | 00.0% | Unchanged |
| American National Bank | 768 | $64.8K | 0.01% | +420+120.7% | Added |
| Oakmont Corp | 769 | $64.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 777 | $66.0K | 0.06% | −136−14.9% | Reduced |
| CVA Family Office, LLC | 782 | $66.0K | 0.01% | −28−3.5% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 800 | $67.5K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $69.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 813 | $69.0K | 0.02% | +392+93.1% | Added |
| Center for Financial Planning, Inc. | 820 | $69.2K | 0.02% | −520−38.8% | Reduced |
| Evermay Wealth Management LLC | 823 | $69.5K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 834 | $70.4K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 849 | $71.7K | 0.03% | 00.0% | Unchanged |