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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 823 | $69.5K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 820 | $69.2K | 0.02% | −520−38.8% | Reduced |
| 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 |
| Veritas Investment Partners (UK) Ltd. | 800 | $67.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 782 | $66.0K | 0.01% | −28−3.5% | Reduced |
| Covestor Ltd | 777 | $66.0K | 0.06% | −136−14.9% | Reduced |
| Oakmont Corp | 769 | $64.9K | 0.01% | 00.0% | Unchanged |
| American National Bank | 768 | $64.8K | 0.01% | +420+120.7% | Added |
| M&R Capital Management Inc | 759 | $64.1K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,976 | $62.2K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 716 | $60.4K | 0.04% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 700 | $59.1K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 682 | $57.6K | 0.07% | −10−1.4% | Reduced |
| Hoertkorn Richard Charles | 682 | $57.6K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 671 | $56.6K | 0.01% | +24+3.7% | Added |
| Baystate Wealth Management LLC | 651 | $55.0K | 0.00% | −12−1.8% | Reduced |
| Register Financial Advisors LLC | 650 | $54.9K | 0.04% | +200+44.4% | Added |
| TCI Wealth Advisors, Inc. | 608 | $51.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 602 | $50.8K | 0.00% | +13+2.2% | Added |
| Key Financial Inc | 602 | $50.8K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 600 | $50.7K | 0.02% | +2+0.3% | Added |
| Edmond de Rothschild Holding S.A. | 599 | $50.6K | 0.00% | +449+299.3% | Added |
| Beacon Capital Management, LLC | 598 | $50.5K | 0.01% | −9−1.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 589 | $49.8K | 0.01% | −3−0.5% | Reduced |
| Gables Capital Management Inc. | 575 | $48.5K | 0.03% | −600−51.1% | Reduced |
| Pinnacle Bancorp, Inc. | 572 | $48.3K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 566 | $47.8K | 0.01% | +566 | New |
| Aspire Private Capital, LLC | 559 | $47.2K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 560 | $47.0K | 0.00% | −77−12.1% | Reduced |
| Independence Bank of Kentucky | 551 | $46.5K | 0.02% | 00.0% | Unchanged |
| New Hampshire Trust | 550 | $46.4K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 541 | $45.6K | 0.02% | +541 | New |
| Stonebridge Capital Advisors LLC | 527 | $44.5K | 0.01% | −300−36.3% | Reduced |
| TFC Financial Management | 520 | $43.9K | 0.01% | +133+34.4% | Added |
| Old North State Trust, LLC | 507 | $43.0K | 0.03% | −17−3.2% | Reduced |
| Disciplined Investments, LLC | 507 | $42.8K | 0.02% | +404+392.2% | Added |
| Missouri Trust & Investment Co | 503 | $42.5K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 500 | $42.2K | 0.04% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 490 | $41.4K | 0.00% | +54+12.4% | Added |
| Park Place Capital Corp | 464 | $39.2K | 0.01% | −141−23.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 456 | $38.4K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 449 | $37.9K | 0.02% | 00.0% | Unchanged |
| 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 |
| Cary Street Partners Asset Management LLC | 441 | $37.2K | 0.01% | −31−6.6% | 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 |
| Creative Capital Management Investments LLC | 422 | $35.6K | 0.03% | −2−0.5% | Reduced |
| SRS Capital Advisors, Inc. | 416 | $35.1K | 0.00% | +1+0.2% | Added |
| Northwest Investment Counselors, LLC | 405 | $34.2K | 0.01% | +5+1.3% | Added |
| CKW Financial Group | 401 | $34.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $33.8K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 394 | $33.3K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 393 | $33.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 389 | $32.8K | 0.00% | +190+95.5% | Added |
| Prestige Wealth Management Group LLC | 386 | $32.6K | 0.01% | −88−18.6% | Reduced |
| Oakworth Capital, Inc. | 386 | $32.6K | 0.00% | −200−34.1% | Reduced |
| Hantz Financial Services, Inc. | 384 | $32.0K | 0.00% | −30−7.2% | Reduced |
| 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 |
| Orion Capital Management LLC | 375 | $31.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 372 | $31.4K | 0.00% | −45−10.8% | Reduced |
| Farther Finance Advisors, LLC | 369 | $31.1K | 0.01% | +247+202.5% | Added |
| Motco | 366 | $30.9K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 359 | $30.3K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 352 | $30.0K | 0.01% | −20−5.4% | Reduced |
| Bray Capital Advisors | 350 | $29.5K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 350 | $29.5K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 335 | $28.3K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 325 | $27.4K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 324 | $27.3K | 0.01% | −107−24.8% | Reduced |
| Intelligent Financial Strategies | 316 | $26.7K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 311 | $26.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 307 | $25.9K | 0.00% | −300−49.4% | Reduced |
| First National Bank of South Miami | 300 | $25.3K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 290 | $24.4K | 0.01% | +15+5.5% | Added |
| Sound Income Strategies, LLC | 275 | $23.2K | 0.00% | +17+6.6% | Added |
| Red Tortoise LLC | 266 | $22.5K | 0.02% | −257−49.1% | Reduced |
| Kelly Financial Services LLC | 263 | $22.2K | 0.01% | 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 |
| Moisand Fitzgerald Tamayo, LLC | 261 | $22.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 253 | $21.4K | 0.00% | +153+153.0% | Added |
| Osterweis Capital Management Inc | 250 | $21.1K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 247 | $21.0K | 0.01% | −78−24.0% | Reduced |
| Armstrong Advisory Group, Inc | 247 | $20.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 237 | $20.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 236 | $19.9K | 0.01% | −16−6.3% | Reduced |
| Pflug Koory, LLC | 234 | $19.8K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 232 | $19.6K | 0.01% | −62−21.1% | Reduced |
| DT Investment Partners, LLC | 227 | $19.5K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $19.4K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 222 | $19.0K | 0.00% | −117−34.5% | Reduced |
| Operose Advisors LLC | 225 | $19.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 208 | $18.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 207 | $17.5K | 0.00% | −9−4.2% | Reduced |
| Perkins Coie Trust Co | 207 | $17.5K | 0.01% | −649−75.8% | Reduced |
| Endurance Wealth Management, Inc. | 205 | $17.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $16.9K | 0.01% | 00.0% | Unchanged |