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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.

Institutional holdersQ1 2023: 1,101 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ1 2023: $30.1B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q4 2022.

Institutions holding OTIS in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Quilter Plc932––+932New
Suvretta Capital Management, LLC0$00.00%−1,297,480−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−253,002−100.0%Sold out
Rheos Capital Works Inc.0$00.00%−242,000−100.0%Sold out
Woodline Partners LP0$00.00%−207,553−100.0%Sold out
Nekton Capital Ltd.0$00.00%−179,529−100.0%Sold out
Interval Partners, LP0$00.00%−123,767−100.0%Sold out
Marshall Wace, LLP0$00.00%−106,708−100.0%Sold out
Liontrust Investment Partners LLP0$00.00%−100,000−100.0%Sold out
QVIDTVM Management LLC0$00.00%−75,439−100.0%Sold out
Holocene Advisors, LP0$00.00%−55,668−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−28,000−100.0%Sold out
Natixis0$00.00%−27,719−100.0%Sold out
Allstate Corp0$00.00%−23,207−100.0%Sold out
Quantbot Technologies LP0$00.00%−20,309−100.0%Sold out
Seven Eight Capital, LP0$00.00%−16,534−100.0%Sold out
United Services Automobile Association0$00.00%−15,559−100.0%Sold out
CTC Capital Management, LLC0$00.00%−12,400−100.0%Sold out
Nordwand Advisors, LLC0$00.00%−11,751−100.0%Sold out
Sather Financial Group Inc0$00.00%−11,154−100.0%Sold out
Toews Corp0$00.00%−9,900−100.0%Sold out
Simplex Trading, LLC0$00.00%−7,744−100.0%Sold out
River Wealth Advisors LLC0$00.00%−5,832−100.0%Sold out
Scissortail Wealth Management, LLC0$00.00%−4,429−100.0%Sold out
PEAK6 Investments LLC0$00.00%−4,157−100.0%Sold out
Money Concepts Capital Corp0$00.00%−3,968−100.0%Sold out
Journey Advisory Group, LLC0$00.00%−3,775−100.0%Sold out
SlateStone Wealth, LLC0$00.00%−3,589−100.0%Sold out
Trillium Asset Management, LLC0$00.00%−3,450−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−3,400−100.0%Sold out
Gitterman Wealth Management, LLC0$00.00%−3,359−100.0%Sold out
Centiva Capital, LP0$00.00%−3,220−100.0%Sold out
Avidian Wealth Solutions, LLC0$00.00%−3,173−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−3,132−100.0%Sold out
Obermeyer Wood Investment Counsel, LLLP0$00.00%−3,085−100.0%Sold out
Cobblestone Capital Advisors LLC0$00.00%−3,073−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−2,809−100.0%Sold out
First Capital Advisors Group, LLC.0$00.00%−2,809−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−2,556−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−1,913−100.0%Sold out
DuPont Capital Management Corp0$00.00%−933−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−901−100.0%Sold out
Comerica Securities,inc.0$00.00%−883−100.0%Sold out
Aua Capital Management, LLC0$00.00%−718−100.0%Sold out
Arcus Capital Partners, LLC0$00.00%−621−100.0%Sold out
Madden Securities Corp0$00.00%−617−100.0%Sold out
Pathway Financial Advisers, LLC0$00.00%−362−100.0%Sold out
LFA - Lugano Financial Advisors SA0$00.00%−360−100.0%Sold out
Elequin Capital LP0$00.00%−244−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−193−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−148−100.0%Sold out
Freedom Wealth Alliance, LLC0$00.00%−125−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−125−100.0%Sold out
My Personal CFO, LLC0$00.00%−90−100.0%Sold out
Nomura Holdings Inc0$00.00%−79−100.0%Sold out
WFA of San Diego, LLC0$00.00%−75−100.0%Sold out
McElhenny Sheffield Capital Management, LLC0$00.00%−63−100.0%Sold out
Corrado Advisors, LLC0$00.00%−61−100.0%Sold out
EWG Elevate Inc.0$00.00%−61−100.0%Sold out
Lakewood Asset Management LLC0$00.00%−51−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−49−100.0%Sold out
Norway Savings Bank0$00.00%−48−100.0%Sold out
Legend Financial Advisors, Inc.0$00.00%−34−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−30−100.0%Sold out
Affiance Financial, LLC0$00.00%−25−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−15−100.0%Sold out
Coppell Advisory Solutions Corp.0$00.00%−15−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−8−100.0%Sold out
TSFG, LLC0$00.00%−9−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−2−100.0%Sold out
Abeille Asset Management SA––––Not filed
Gofen & Glossberg LLC––––Not filed
Comerica Bank––––Not filed
Seeyond––––Not filed
Financial Advisors Network, Inc.––––Not filed
Canandaigua National Corp––––Not filed
Allstate Investment Management Co––––Not filed
Pendal Group Limited––––Not filed
Zeke Capital Advisors, LLC––––Not filed
Security National Bank of So Dak––––Not filed
Ascension Asset Management LLC––––Not filed
Bennicas & Associates, Inc.––––Not filed
Security National Bank of Sioux City Iowa––––Not filed
New England Guild Wealth Advisors, Inc.––––Not filed
YorkBridge Wealth Partners, LLC––––Not filed
Burleson & Company, LLC––––Not filed
Bank of the West––––Not filed
Aevitas Wealth Management, Inc.––––Not filed
CoreCap Advisors, LLC––––Not filed
Trustcore Financial Services, LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
Tyler-Stone Wealth Management––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed
Cribstone Capital Management, LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed
St Germain D J Co Inc––––Not filed