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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 5,107 | $431.0K | 0.06% | −1,290−20.2% | Reduced |
| Banco Santander, S.A. | 5,119 | $432.0K | 0.01% | +5,119 | New |
| Bull Street Advisors, LLC | 5,197 | $439.0K | 0.23% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 5,204 | $439.3K | 0.05% | +708+15.7% | Added |
| Aull & Monroe Investment Management Corp | 5,206 | $439.4K | 0.22% | −50−1.0% | Reduced |
| Grimes & Company, Inc. | 5,224 | $440.9K | 0.02% | +20.0% | Added |
| Hillsdale Investment Management Inc. | 5,230 | $441.4K | 0.04% | +5,230 | New |
| Apollon Wealth Management, LLC | 5,245 | $442.7K | 0.03% | +109+2.1% | Added |
| GWM Advisors LLC | 5,266 | $444.4K | 0.01% | +536+11.3% | Added |
| Lido Advisors, LLC | 5,313 | $448.4K | 0.01% | +2,243+73.1% | Added |
| Freestone Capital Holdings, LLC | 5,337 | $450.4K | 0.02% | −96−1.8% | Reduced |
| Lindbrook Capital, LLC | 5,374 | $453.6K | 0.05% | −213−3.8% | Reduced |
| Bryn Mawr Trust Co | 5,395 | $456.0K | 0.02% | −300−5.3% | Reduced |
| Schechter Investment Advisors, LLC | 5,418 | $457.3K | 0.04% | −438−7.5% | Reduced |
| Mutual Advisors, LLC | 5,501 | $464.3K | 0.02% | −693−11.2% | Reduced |
| Schnieders Capital Management LLC | 5,522 | $466.1K | 0.10% | −500−8.3% | Reduced |
| GHP Investment Advisors, Inc. | 5,543 | $467.9K | 0.03% | −105−1.9% | Reduced |
| Agf Management Ltd | 5,569 | $470.0K | 0.00% | +5,569 | New |
| Horizon Investments, LLC | 5,580 | $471.0K | 0.01% | −1,888−25.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,591 | $471.9K | 0.02% | −421−7.0% | Reduced |
| Fox Run Management, L.L.C. | 5,594 | $472.1K | 0.15% | +5,594 | New |
| Stephens Inc | 5,633 | $475.4K | 0.01% | +61+1.1% | Added |
| Veriti Management LLC | 5,656 | $477.4K | 0.06% | +384+7.3% | Added |
| Monterey Private Wealth, Inc. | 5,663 | $478.0K | 0.25% | −158−2.7% | Reduced |
| Umb Bank N A | 5,705 | $481.5K | 0.01% | −11−0.2% | Reduced |
| Investment Advisory Services Inc | 5,722 | $483.0K | 0.24% | −50−0.9% | Reduced |
| Millennium Management LLC | 5,781 | $488.0K | 0.00% | −77,550−93.1% | Reduced |
| National Asset Management, Inc. | 5,829 | $492.0K | 0.01% | −1,717−22.8% | Reduced |
| Montag A & Associates Inc | 5,834 | $492.4K | 0.03% | −450−7.2% | Reduced |
| Moors & Cabot, Inc. | 5,857 | $494.3K | 0.03% | −75−1.3% | Reduced |
| Soltis Investment Advisors LLC | 5,867 | $495.2K | 0.06% | +12+0.2% | Added |
| Ofi Invest Asset Management | 41,840,034 | $495.7K | 2.56% | +41,840,034 | New |
| Wedmont Private Capital | 6,309 | $499.2K | 0.07% | +836+15.3% | Added |
| RSM US Wealth Management LLC | 5,918 | $499.5K | 0.02% | +5,918 | New |
| Garrison Point Advisors, LLC | 5,931 | $500.6K | 0.38% | −3−0.1% | Reduced |
| Wendell David Associates Inc | 5,977 | $504.0K | 0.06% | −150−2.4% | Reduced |
| Forte Capital LLC | 5,987 | $505.3K | 0.08% | +17+0.3% | Added |
| Meridian Management Co | 6,034 | $509.3K | 0.17% | +32+0.5% | Added |
| Ahl Investment Management, Inc. | 6,044 | $510.1K | 0.47% | −325−5.1% | Reduced |
| Thornburg Investment Management Inc | 6,060 | $511.0K | 0.01% | −1,224−16.8% | Reduced |
| Atria Wealth Solutions, Inc. | 6,070 | $512.4K | 0.01% | −652−9.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 6,170 | $512.9K | 0.03% | −492−7.4% | Reduced |
| Lafayette Investments, Inc. | 6,113 | $515.9K | 0.14% | +681+12.5% | Added |
| Holderness Investments Co | 6,128 | $517.2K | 0.21% | −61−1.0% | Reduced |
| Boston Private Wealth LLC | 6,140 | $518.2K | 0.01% | −4,501−42.3% | Reduced |
| Sovereign Financial Group, Inc. | 6,180 | $521.6K | 0.19% | −8−0.1% | Reduced |
| Means Investment Co., Inc. | 6,186 | $522.1K | 0.09% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 6,219 | $524.9K | 0.02% | +1,164+23.0% | Added |
| Wetherby Asset Management Inc | 6,287 | $530.6K | 0.03% | +801+14.6% | Added |
| Keeley-Teton Advisors, LLC | 6,380 | $538.5K | 0.07% | −2,255−26.1% | Reduced |
| Ameritas Investment Partners, Inc. | 6,383 | $538.7K | 0.02% | −802−11.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,389 | $539.3K | 0.02% | +170+2.7% | Added |
| Auto-Owners Insurance Co | 6,393 | $539.6K | 0.02% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 6,399 | $540.1K | 0.00% | +6,399 | New |
| Headinvest, LLC | 6,400 | $540.2K | 0.12% | −140−2.1% | Reduced |
| Parsec Financial Management, Inc. | 6,429 | $542.6K | 0.02% | −285−4.2% | Reduced |
| Pearl River Capital, LLC | 6,458 | $545.1K | 0.09% | −6,561−50.4% | Reduced |
| BKD Wealth Advisors, LLC | 6,497 | $548.3K | 0.02% | −592−8.4% | Reduced |
| Stratos Wealth Partners, LTD. | 6,499 | $548.6K | 0.01% | −247−3.7% | Reduced |
| Tower Bridge Advisors | 6,558 | $553.5K | 0.05% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 6,589 | $556.1K | 0.06% | +1,278+24.1% | Added |
| Allred Capital Management, LLC | 6,597 | $556.8K | 0.29% | −195−2.9% | Reduced |
| HB Wealth Management, LLC | 6,636 | $560.1K | 0.01% | +463+7.5% | Added |
| Waterford Advisors, LLC | 6,690 | $565.0K | 0.31% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 6,765 | $571.0K | 0.03% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 6,804 | $574.3K | 0.01% | −1,700−20.0% | Reduced |
| Amussen Hunsaker Associates LLC | 6,872 | $580.0K | 0.15% | −14−0.2% | Reduced |
| Chicago Capital, LLC | 6,880 | $580.7K | 0.03% | 00.0% | Unchanged |
| Cooper Financial Group | 6,924 | $584.4K | 0.16% | +341+5.2% | Added |
| Westhampton Capital, LLC | 6,962 | $587.6K | 0.38% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 6,968 | $588.1K | 0.14% | −600−7.9% | Reduced |
| Cresset Asset Management, LLC | 6,969 | $588.2K | 0.01% | −37,127−84.2% | Reduced |
| Valley Brook Capital Group | 6,977 | $588.9K | 0.54% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 7,068 | $596.5K | 0.02% | +7,068 | New |
| Federated Hermes, Inc. | 7,202 | $607.8K | 0.00% | +2,060+40.1% | Added |
| Ar Asset Management Inc | 7,200 | $608.0K | 0.16% | 00.0% | Unchanged |
| Simmons Bank | 7,236 | $610.7K | 0.05% | −562−7.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,239 | $611.0K | 0.04% | +1,305+22.0% | Added |
| Optas, LLC | 7,255 | $612.3K | 0.22% | +137+1.9% | Added |
| Baldwin Investment Management, LLC | 7,258 | $612.6K | 0.11% | −100−1.4% | Reduced |
| Machina Capital S.A.S. | 7,296 | $615.8K | 0.54% | +7,296 | New |
| Werlinich Asset Management, LLC | 7,325 | $618.2K | 0.54% | −500−6.4% | Reduced |
| Kestra Private Wealth Services, LLC | 7,372 | $622.2K | 0.02% | +157+2.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,481 | $631.0K | 0.07% | −300−3.9% | Reduced |
| Curated Wealth Partners LLC | 7,493 | $632.4K | 0.14% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 7,575 | $639.3K | 0.63% | 00.0% | Unchanged |
| Philadelphia Trust Co | 7,579 | $640.0K | 0.07% | −1,345−15.1% | Reduced |
| Old National Bancorp | 7,584 | $640.1K | 0.02% | −1,683−18.2% | Reduced |
| SG Americas Securities, LLC | 7,645 | $645.0K | 0.01% | −17,795−69.9% | Reduced |
| ELCO Management Co., LLC | 7,655 | $646.1K | 0.47% | −15−0.2% | Reduced |
| Ellevest, Inc. | 7,658 | $646.3K | 0.05% | +1,611+26.6% | Added |
| Vident Investment Advisory, LLC | 7,720 | $651.6K | 0.02% | −18,397−70.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 7,816 | $659.7K | 0.37% | +168+2.2% | Added |
| TD Private Client Wealth LLC | 8,064 | $680.6K | 0.03% | −751−8.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 8,071 | $681.2K | 0.09% | −2,762−25.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,135 | $687.0K | 0.23% | −45−0.6% | Reduced |
| Central Trust Co | 8,174 | $689.9K | 0.02% | +18+0.2% | Added |
| Romano Brothers and Company | 8,211 | $693.0K | 0.11% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 8,219 | $693.7K | 0.04% | −1,356−14.2% | Reduced |
| Moody National Bank Trust Division | 8,338 | $703.7K | 0.06% | −20−0.2% | Reduced |