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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 3,800 | $320.7K | 0.15% | −37−1.0% | Reduced |
| Flputnam Investment Management Co | 3,802 | $320.9K | 0.01% | +311+8.9% | Added |
| Enterprise Financial Services Corp | 3,807 | $321.3K | 0.21% | −125−3.2% | Reduced |
| City Holding Co | 3,810 | $321.5K | 0.06% | −365−8.7% | Reduced |
| Atwood & Palmer Inc | 3,825 | $322.8K | 0.03% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,827 | $323.0K | 0.06% | −60−1.5% | Reduced |
| Allworth Financial LP | 3,831 | $323.3K | 0.00% | +835+27.9% | Added |
| Patten & Patten Inc | 3,843 | $324.3K | 0.03% | −307−7.4% | Reduced |
| Resonant Capital Advisors, LLC | 3,855 | $325.4K | 0.04% | −34−0.9% | Reduced |
| Chicago Trust Co NA | 3,861 | $325.9K | 0.08% | +392+11.3% | Added |
| Clearstead Advisors, LLC | 3,863 | $326.0K | 0.02% | +463+13.6% | Added |
| Colonial Trust Advisors | 3,910 | $330.0K | 0.04% | −5−0.1% | Reduced |
| Fulton Bank, N.A. | 3,923 | $331.1K | 0.02% | −445−10.2% | Reduced |
| NTV Asset Management LLC | 3,943 | $332.8K | 0.06% | +10.0% | Added |
| Financial Advisory Group | 3,955 | $333.8K | 0.07% | −513−11.5% | Reduced |
| McDonald Partners LLC | 3,971 | $335.1K | 0.11% | −63−1.6% | Reduced |
| Aberdeen Wealth Management LLC | 3,974 | $335.4K | 0.25% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 3,984 | $336.0K | 0.02% | −650−14.0% | Reduced |
| Sequoia Financial Advisors, LLC | 4,041 | $341.1K | 0.01% | +467+13.1% | Added |
| Zions Bancorporation, N.A. | 4,046 | $341.5K | 0.03% | +3,156+354.6% | Added |
| GYL Financial Synergies, LLC | 4,074 | $343.9K | 0.04% | +259+6.8% | Added |
| Concentric Wealth Management, LLC | 4,077 | $344.1K | 0.11% | −50−1.2% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $344.9K | 0.09% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,093 | $345.4K | 0.03% | −65−1.6% | Reduced |
| Advisors Asset Management, Inc. | 4,134 | $348.9K | 0.01% | −191−4.4% | Reduced |
| HBK Sorce Advisory LLC | 4,136 | $349.1K | 0.02% | −3,970−49.0% | Reduced |
| Blueshift Asset Management, LLC | 4,140 | $349.4K | 0.15% | +4,140 | New |
| Shakespeare Wealth Management, Inc. | 4,151 | $350.3K | 0.12% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 4,157 | $350.9K | 0.01% | −269−6.1% | Reduced |
| Bragg Financial Advisors, Inc | 4,159 | $351.0K | 0.02% | −432−9.4% | Reduced |
| Tucker Asset Management LLC | 4,190 | $353.6K | 0.11% | 00.0% | Unchanged |
| Everett Harris & Co | 4,219 | $356.1K | 0.01% | −241−5.4% | Reduced |
| Boston Trust Walden Corp | 4,248 | $358.5K | 0.00% | 00.0% | Unchanged |
| First Western Trust Bank | 4,261 | $359.6K | 0.02% | +5+0.1% | Added |
| TownSquare Capital, LLC | 4,287 | $361.8K | 0.01% | +164+4.0% | Added |
| Drexel Morgan & Co. | 4,288 | $361.9K | 0.09% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,289 | $362.0K | 0.03% | −195−4.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $362.9K | 0.14% | 00.0% | Unchanged |
| CX Institutional | 4,315 | $363.5K | 0.02% | +246+6.0% | Added |
| Sound View Wealth Advisors Group, LLC | 4,314 | $364.1K | 0.05% | +323+8.1% | Added |
| SRB Corp | 4,334 | $365.8K | 0.02% | +4,334 | New |
| Papp L Roy & Associates | 4,335 | $365.9K | 0.05% | −241−5.3% | Reduced |
| Chemung Canal Trust Co | 4,339 | $366.2K | 0.08% | −494−10.2% | Reduced |
| Fiduciary Group LLC | 4,383 | $369.9K | 0.05% | +60+1.4% | Added |
| Valeo Financial Advisors, LLC | 4,422 | $373.2K | 0.02% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 4,427 | $373.6K | 0.02% | +20.0% | Added |
| Arden Trust Co | 4,426 | $374.0K | 0.07% | −1,211−21.5% | Reduced |
| Prelude Capital Management, LLC | 4,432 | $374.1K | 0.03% | +4,432 | New |
| Profund Advisors LLC | 4,433 | $374.1K | 0.02% | −200−4.3% | Reduced |
| Keebeck Alpha, LP | 4,457 | $376.2K | 0.44% | +4,457 | New |
| Wedbush Securities Inc | 4,470 | $377.0K | 0.02% | −534−10.7% | Reduced |
| Sigma Planning Corp | 4,498 | $379.7K | 0.01% | −288−6.0% | Reduced |
| Sherbrooke Park Advisers LLC | 4,500 | $379.8K | 0.57% | +4,500 | New |
| Washington Trust Co | 4,502 | $380.0K | 0.02% | −100−2.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,522 | $382.0K | 0.02% | −1,700−27.3% | Reduced |
| First City Capital Management, Inc. | 4,480 | $382.1K | 0.22% | −12−0.3% | Reduced |
| Ballentine Partners, LLC | 4,530 | $382.3K | 0.01% | +1,926+74.0% | Added |
| Verdence Capital Advisors LLC | 4,530 | $382.3K | 0.05% | +35+0.8% | Added |
| Signaturefd, LLC | 4,536 | $382.8K | 0.01% | +362+8.7% | Added |
| Country Club Bank | 4,611 | $383.3K | 0.03% | −205−4.3% | Reduced |
| Graypoint LLC | 4,543 | $383.4K | 0.04% | −1,710−27.3% | Reduced |
| SYSTM Wealth Solutions LLC | 4,547 | $383.8K | 0.06% | −46,673−91.1% | Reduced |
| Segall Bryant & Hamill, LLC | 4,555 | $384.0K | 0.00% | −214−4.5% | Reduced |
| Wealthspire Advisors, LLC | 4,551 | $384.1K | 0.01% | −2,817−38.2% | Reduced |
| Winton Group Ltd | 4,571 | $385.8K | 0.02% | −5,874−56.2% | Reduced |
| Beck Mack & Oliver LLC | 4,572 | $385.9K | 0.01% | +25+0.5% | Added |
| Pointe Capital Management LLC | 4,576 | $386.2K | 0.28% | 00.0% | Unchanged |
| Lincoln National Corp | 4,594 | $387.7K | 0.01% | −90−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 4,613 | $389.3K | 0.04% | −76−1.6% | Reduced |
| Oak Thistle LLC | 4,618 | $389.8K | 0.23% | +4,618 | New |
| Dividend Assets Capital, LLC | 5,030 | $394.0K | 0.08% | 00.0% | Unchanged |
| Foster & Motley Inc | 4,674 | $394.0K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,680 | $395.0K | 0.03% | −304−6.1% | Reduced |
| DFPG Investments, LLC | 4,699 | $396.6K | 0.04% | +4,699 | New |
| SeaCrest Wealth Management, LLC | 4,729 | $399.1K | 0.05% | +13+0.3% | Added |
| J.W. Cole Advisors, Inc. | 4,773 | $402.8K | 0.03% | −37−0.8% | Reduced |
| Brookfield Asset Management Inc. | 4,779 | $403.3K | 0.00% | −112,675−95.9% | Reduced |
| Courier Capital LLC | 4,783 | $403.7K | 0.04% | −587−10.9% | Reduced |
| Credit Agricole S A | 4,808 | $405.8K | 0.02% | −425−8.1% | Reduced |
| Busey Wealth Management | 4,831 | $407.7K | 0.02% | −594−10.9% | Reduced |
| Pitcairn Co | 4,837 | $408.2K | 0.04% | −232−4.6% | Reduced |
| Kraematon Investment Advisors, Inc | 4,837 | $408.3K | 0.47% | −980−16.8% | Reduced |
| Kingsview Wealth Management, LLC | 4,871 | $411.1K | 0.02% | −514−9.5% | Reduced |
| Trust Co of Virginia | 4,891 | $412.8K | 0.05% | −193−3.8% | Reduced |
| Symmetry Partners, LLC | 4,892 | $413.0K | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,958 | $418.5K | 0.02% | +15+0.3% | Added |
| 1st Source Bank | 4,978 | $420.1K | 0.03% | −25−0.5% | Reduced |
| Excalibur Management Corp | 4,995 | $421.6K | 0.22% | −47−0.9% | Reduced |
| ICW Investment Advisors LLC | 4,995 | $421.6K | 0.24% | +66+1.3% | Added |
| Waldron Private Wealth LLC | 4,998 | $421.9K | 0.02% | +4,998 | New |
| Gifford Fong Associates | 5,000 | $422.0K | 0.11% | 00.0% | Unchanged |
| Charter Trust Co | 5,016 | $423.4K | 0.03% | −165−3.2% | Reduced |
| Choate Investment Advisors | 5,019 | $423.6K | 0.02% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 5,033 | $424.8K | 0.09% | +447+9.7% | Added |
| Cigna Investments Inc | 5,041 | $426.0K | 0.09% | −146−2.8% | Reduced |
| TD Waterhouse Canada Inc. | 5,020 | $429.1K | 0.00% | +215+4.5% | Added |
| Middleton & Co Inc | 5,086 | $429.3K | 0.06% | −3,055−37.5% | Reduced |
| Shayne & Co., LLC | 5,088 | $429.4K | 0.23% | 00.0% | Unchanged |
| Cambridge Trust Co | 5,091 | $429.7K | 0.02% | −42−0.8% | Reduced |
| Dover Advisors, LLC | 5,101 | $430.5K | 0.41% | −37−0.7% | Reduced |