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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 2,615 | $220.7K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,620 | $221.2K | 0.02% | −1,150−30.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,621 | $221.2K | 0.02% | −69−2.6% | Reduced |
| Bellecapital International Ltd. | 2,624 | $221.5K | 0.06% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 2,646 | $223.3K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,657 | $224.0K | 0.09% | −2,825−51.5% | Reduced |
| Aveo Capital Partners, LLC | 2,655 | $224.1K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,697 | $227.6K | 0.05% | −87−3.1% | Reduced |
| Farmers Trust Co | 2,700 | $227.9K | 0.05% | −25−0.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 2,700 | $228.0K | 0.05% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,717 | $229.3K | 0.12% | +85+3.2% | Added |
| Cipher Capital LP | 2,724 | $229.9K | 0.04% | +2,724 | New |
| InterOcean Capital Group, LLC | 2,725 | $230.0K | 0.01% | −22−0.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,748 | $231.9K | 0.00% | −250−8.3% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $233.0K | 0.24% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,762 | $233.1K | 0.13% | +105+4.0% | Added |
| Prospera Financial Services Inc | 2,775 | $234.5K | 0.01% | −77−2.7% | Reduced |
| Northeast Investment Management | 2,781 | $234.7K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 3,000 | $235.5K | 0.21% | −480−13.8% | Reduced |
| First Citizens Bank & Trust Co | 2,790 | $235.5K | 0.00% | −150−5.1% | Reduced |
| Proffitt & Goodson Inc | 2,791 | $235.6K | 0.05% | +88+3.3% | Added |
| Essex Savings Bank | 2,810 | $237.2K | 0.08% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,834 | $239.2K | 0.05% | +77+2.8% | Added |
| 9258 Wealth Management, LLC | 2,837 | $239.5K | 0.05% | −12−0.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,853 | $240.8K | 0.07% | 00.0% | Unchanged |
| Spinnaker Trust | 2,856 | $241.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,857 | $241.1K | 0.01% | +142+5.2% | Added |
| Ancora Advisors, LLC | 2,866 | $241.9K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 2,869 | $242.1K | 0.01% | +210+7.9% | Added |
| Hancock Whitney Corp | 2,877 | $243.0K | 0.01% | −121−4.0% | Reduced |
| First Foundation Advisors | 2,883 | $243.3K | 0.01% | +60+2.1% | Added |
| Centaurus Financial, Inc. | 2,887 | $244.0K | 0.02% | −141−4.7% | Reduced |
| First Horizon Advisors, Inc. | 2,902 | $244.9K | 0.01% | −41−1.4% | Reduced |
| Wade G W & Inc | 2,907 | $245.0K | 0.01% | −57−1.9% | Reduced |
| Signature Wealth Management Partners, LLC | 2,910 | $245.6K | 0.23% | −177−5.7% | Reduced |
| Legacy Bridge, LLC | 2,911 | $245.7K | 0.17% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 2,914 | $245.9K | 0.02% | −11−0.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,917 | $246.2K | 0.05% | +10.0% | Added |
| Laurel Wealth Advisors LLC | 2,926 | $247.0K | 0.05% | +7+0.2% | Added |
| Advisory Services Network, LLC | 2,950 | $249.0K | 0.01% | −160−5.1% | Reduced |
| Fidelis Capital Partners, LLC | 2,905 | $249.7K | 0.11% | +2,905 | New |
| Acadian Asset Management LLC | 2,983 | $250.0K | 0.00% | +1,372+85.2% | Added |
| LCM Capital Management Inc | 2,984 | $251.8K | 0.22% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 2,983 | $252.0K | 0.03% | −25−0.8% | Reduced |
| Court Place Advisors, LLC | 2,988 | $252.2K | 0.09% | −147−4.7% | Reduced |
| Systematic Financial Management LP | 3,000 | $253.2K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $253.2K | 0.05% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $253.2K | 0.05% | 00.0% | Unchanged |
| Howland Capital Management LLC | 3,001 | $253.3K | 0.02% | 00.0% | Unchanged |
| LMCG Investments, LLC | 3,007 | $253.8K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,049 | $257.3K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 3,053 | $257.7K | 0.18% | +7+0.2% | Added |
| S.A. Mason LLC | 3,074 | $259.5K | 0.19% | −450−12.8% | Reduced |
| Tiemann Investment Advisors, LLC | 3,099 | $261.6K | 0.14% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 3,100 | $261.6K | 0.04% | +11+0.4% | Added |
| Meridian Investment Counsel Inc. | 3,137 | $264.8K | 0.10% | −256−7.5% | Reduced |
| Sun Life Financial INC | 3,150 | $264.9K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,143 | $265.3K | 0.03% | +58+1.9% | Added |
| Institutional & Family Asset Management, LLC | 3,160 | $266.7K | 0.04% | −5−0.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,169 | $267.5K | 0.02% | +3,169 | New |
| Meridian Wealth Management, LLC | 3,187 | $269.0K | 0.02% | −75−2.3% | Reduced |
| Crestwood Advisors Group LLC | 3,210 | $270.9K | 0.01% | +34+1.1% | Added |
| Point72 Middle East FZE | 3,216 | $271.4K | 0.02% | +1,247+63.3% | Added |
| Security National Bank | 3,226 | $272.3K | 0.07% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,295 | $278.1K | 0.11% | −85−2.5% | Reduced |
| Boothbay Fund Management, LLC | 3,300 | $278.5K | 0.01% | +3,300 | New |
| Webster Bank, N. A. | 3,304 | $278.9K | 0.04% | −750−18.5% | Reduced |
| Defined Wealth Management, LLC | 3,310 | $279.4K | 0.26% | 00.0% | Unchanged |
| Riverwater Partners LLC | 3,310 | $279.4K | 0.26% | −198−5.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 3,311 | $279.4K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment Corp | 3,313 | $280.0K | 0.02% | +10+0.3% | Added |
| Gillespie Robinson & Grimm Inc | 3,332 | $281.2K | 0.03% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 3,333 | $281.3K | 0.03% | −540−13.9% | Reduced |
| First National Trust Co | 3,337 | $281.6K | 0.01% | −85−2.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,401 | $287.0K | 0.03% | −1,016−23.0% | Reduced |
| Farmers National Bank | 3,421 | $288.7K | 0.10% | −109−3.1% | Reduced |
| CAPROCK Group, Inc. | 3,461 | $292.1K | 0.02% | −132−3.7% | Reduced |
| LVW Advisors, LLC | 3,473 | $293.1K | 0.06% | −165−4.5% | Reduced |
| TCTC Holdings, LLC | 3,503 | $295.7K | 0.01% | −4−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 3,507 | $296.0K | 0.04% | −82−2.3% | Reduced |
| Siemens Fonds Invest GmbH | 3,513 | $296.5K | 0.03% | −69−1.9% | Reduced |
| David Loasby | 3,783 | $296.9K | 0.03% | +101+2.7% | Added |
| Great Valley Advisor Group, Inc. | 3,526 | $297.8K | 0.01% | +10.0% | Added |
| Bard Financial Services, Inc. | 3,545 | $299.2K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,563 | $300.7K | 0.07% | +12+0.3% | Added |
| Fukoku Mutual Life Insurance Co | 3,564 | $300.8K | 0.03% | −426−10.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,595 | $303.4K | 0.04% | +222+6.6% | Added |
| Washington Trust Advisors, Inc. | 3,615 | $305.1K | 0.03% | 00.0% | Unchanged |
| Fruth Investment Management | 3,628 | $306.0K | 0.09% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,632 | $306.6K | 0.02% | +3,632 | New |
| Ritholtz Wealth Management | 3,653 | $308.3K | 0.02% | +3,653 | New |
| Sky Investment Group LLC | 3,686 | $311.1K | 0.07% | −503−12.0% | Reduced |
| Stock Yards Bank & Trust Co | 3,697 | $312.0K | 0.01% | −302−7.6% | Reduced |
| South State Corp. | 3,735 | $315.2K | 0.03% | −51−1.3% | Reduced |
| Northwest Bancshares, Inc. | 3,738 | $315.5K | 0.06% | −185−4.7% | Reduced |
| Azimuth Capital Investment Management LLC | 3,741 | $315.7K | 0.02% | −224−5.6% | Reduced |
| Capital City Trust Co | 3,741 | $315.7K | 0.10% | −66−1.7% | Reduced |
| State of Wyoming | 3,754 | $316.8K | 0.10% | +1,398+59.3% | Added |
| Axxcess Wealth Management, LLC | 3,780 | $319.0K | 0.03% | 00.0% | Unchanged |
| Fort, L.P. | 3,787 | $319.6K | 0.83% | −1,644−30.3% | Reduced |