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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 885 | $74.7K | 0.01% | +36+4.2% | Added |
| Spire Wealth Management | 893 | $75.4K | 0.00% | +6+0.7% | Added |
| CoreFirst Bank & Trust | 909 | $76.7K | 0.06% | −110−10.8% | Reduced |
| Ameritas Advisory Services, LLC | 918 | $76.8K | 0.00% | +918 | New |
| Hanson & Doremus Investment Management | 947 | $80.0K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 958 | $80.9K | 0.04% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 966 | $81.5K | 0.08% | +6+0.6% | Added |
| IFP Advisors, Inc | 1,802 | $81.6K | 0.00% | −3,500−66.0% | Reduced |
| Global Retirement Partners, LLC | 955 | $81.7K | 0.00% | −50−5.0% | Reduced |
| Atlantic Trust, LLC | 977 | $82.4K | 0.03% | +3+0.3% | Added |
| Paladin Advisory Group, LLC | 978 | $82.6K | 0.07% | +978 | New |
| Hazlett, Burt & Watson, Inc. | 991 | $83.0K | 0.07% | 00.0% | Unchanged |
| Walleye Trading LLC | 990 | $83.6K | 0.00% | −17,239−94.6% | Reduced |
| FinTrust Capital Advisors, LLC | 1,069 | $83.7K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,000 | $84.4K | 0.05% | −148−12.9% | Reduced |
| MV Capital Management, Inc. | 1,048 | $88.5K | 0.01% | +39+3.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,051 | $88.7K | 0.05% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,071 | $90.0K | 0.11% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,071 | $90.4K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,103 | $93.0K | 0.00% | −79−6.7% | Reduced |
| Geneos Wealth Management Inc. | 1,114 | $94.0K | 0.01% | −44−3.8% | Reduced |
| Crewe Advisors LLC | 1,127 | $95.1K | 0.01% | −23−2.0% | Reduced |
| Parkside Financial Bank & Trust | 1,133 | $95.6K | 0.03% | −147−11.5% | Reduced |
| City State Bank | 1,143 | $96.0K | 0.05% | −136−10.6% | Reduced |
| Kessler Investment Group, LLC | 1,171 | $98.8K | 0.07% | +1,171 | New |
| Alta Advisers Ltd | 1,200 | $101.3K | 0.06% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,200 | $101.3K | 0.07% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,219 | $102.9K | 0.09% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,219 | $102.9K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,231 | $103.9K | 0.00% | −12,597−91.1% | Reduced |
| Clear Perspectives Financial Planning, LLC | 1,231 | $103.9K | 0.06% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,261 | $106.4K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,292 | $109.1K | 0.02% | +473+57.8% | Added |
| Chesapeake Asset Management LLC | 1,303 | $110.0K | 0.10% | +1,303 | New |
| Foster Dykema Cabot & Co Inc | 1,318 | $111.0K | 0.01% | +1,318 | New |
| Cypress Capital Management LLC (WY) | 1,330 | $112.3K | 0.13% | −500−27.3% | Reduced |
| Baldwin Brothers Inc | 1,330 | $112.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $113.9K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,364 | $115.1K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,425 | $121.6K | 0.04% | 00.0% | Unchanged |
| Thomas White International Ltd | 1,484 | $125.3K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,499 | $126.5K | 0.01% | −21−1.4% | Reduced |
| Acropolis Investment Management, LLC | 1,523 | $128.5K | 0.01% | −20−1.3% | Reduced |
| Harbour Investments, Inc. | 1,531 | $129.2K | 0.01% | +163+11.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,538 | $130.0K | 0.09% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,565 | $132.1K | 0.04% | −16−1.0% | Reduced |
| Citizens National Bank Trust Department | 1,625 | $137.2K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,630 | $137.6K | 0.01% | −65−3.8% | Reduced |
| BDO Wealth Advisors, LLC | 1,642 | $138.6K | 0.02% | −149−8.3% | Reduced |
| Bangor Savings Bank | 1,642 | $138.6K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,647 | $139.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,679 | $141.7K | 0.01% | +42+2.6% | Added |
| Colonial Trust Co | 1,806 | $152.4K | 0.04% | −36−2.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,819 | $153.6K | 0.01% | +1,819 | New |
| Smithfield Trust Co | 1,839 | $154.0K | 0.01% | −16−0.9% | Reduced |
| Leonteq Securities AG | 1,859 | $156.9K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,914 | $161.5K | 0.04% | +1,914 | New |
| Carmichael Hill & Associates, Inc. | 1,931 | $163.0K | 0.08% | −150−7.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,997 | $168.5K | 0.00% | +1,997 | New |
| Manchester Capital Management LLC | 2,070 | $174.7K | 0.02% | −2−0.1% | Reduced |
| Grove Bank & Trust | 2,073 | $175.0K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,121 | $179.0K | 0.02% | +15+0.7% | Added |
| First Financial Corp | 2,138 | $180.4K | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,338 | $183.0K | 0.00% | +31+1.3% | Added |
| Arrow Financial Corp | 2,171 | $183.2K | 0.02% | −200−8.4% | Reduced |
| Deseret Mutual Benefit Administrators | 2,180 | $184.0K | 0.07% | +104+5.0% | Added |
| Penserra Capital Management LLC | 2,212 | $185.0K | 0.00% | −38,060−94.5% | Reduced |
| Logan Capital Management Inc | 2,255 | $190.3K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,272 | $191.8K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,325 | $196.2K | 0.10% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,331 | $196.7K | 0.03% | −741−24.1% | Reduced |
| Capital Planning Advisors, LLC | 2,383 | $201.1K | 0.04% | +2,383 | New |
| Congress Wealth Management LLC | 2,395 | $202.1K | 0.00% | +2,395 | New |
| Compagnie Lombard Odier SCmA | 2,425 | $204.7K | 0.01% | +1,328+121.1% | Added |
| Hilltop Holdings Inc. | 2,431 | $205.2K | 0.03% | +2,431 | New |
| Brighton Jones LLC | 2,438 | $205.8K | 0.01% | −212−8.0% | Reduced |
| Founders Capital Management, LLC | 2,450 | $206.8K | 0.05% | +2,450 | New |
| Cullinan Associates Inc | 2,451 | $206.9K | 0.01% | −1,552−38.8% | Reduced |
| PFS Investments Inc. | 2,643 | $207.0K | 0.00% | +2,643 | New |
| Wescott Financial Advisory Group, LLC | 2,458 | $207.5K | 0.05% | +2,458 | New |
| Conning Inc. | 2,470 | $208.5K | 0.01% | +2,470 | New |
| Mairs & Power Inc | 2,476 | $209.0K | 0.00% | −100−3.9% | Reduced |
| Montis Financial, LLC | 2,486 | $209.8K | 0.16% | +2,486 | New |
| Baker Ellis Asset Management LLC | 2,496 | $210.7K | 0.04% | −200−7.4% | Reduced |
| Bailard, Inc. | 2,497 | $210.7K | 0.01% | +2,497 | New |
| Leavell Investment Management, Inc. | 2,502 | $211.0K | 0.02% | −87−3.4% | Reduced |
| Asset Dedication, LLC | 2,462 | $211.0K | 0.02% | 00.0% | Unchanged |
| Custos Family Office, LLC | 2,500 | $211.0K | 0.15% | +2,500 | New |
| Change Path, LLC | 2,514 | $212.0K | 0.01% | −2,424−49.1% | Reduced |
| Geller Advisors LLC | 2,522 | $212.9K | 0.03% | +2,522 | New |
| Reynders McVeigh Capital Management, LLC | 2,528 | $213.0K | 0.01% | +2,528 | New |
| Charter Oak Capital Management, LLC | 2,524 | $213.0K | 0.03% | +2,524 | New |
| Archer Investment Corp | 2,263 | $214.1K | 0.08% | −8−0.4% | Reduced |
| World Equity Group, Inc. | 16,489 | $215.5K | 0.04% | +16,489 | New |
| Gratus Capital LLC | 2,554 | $215.6K | 0.02% | +2,554 | New |
| Avantax Planning Partners, Inc. | 2,559 | $216.0K | 0.01% | +2,559 | New |
| V-Square Quantitative Management LLC | 2,563 | $216.3K | 0.20% | +2,563 | New |
| Principal Street Partners, LLC | 2,585 | $218.2K | 0.06% | −32−1.2% | Reduced |
| Institute for Wealth Management, LLC. | 2,590 | $218.6K | 0.04% | −70−2.6% | Reduced |
| Sentinel Trust Co Lba | 2,600 | $219.0K | 0.03% | +2,600 | New |