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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 8,211 | $693.0K | 0.11% | 00.0% | Unchanged |
| Central Trust Co | 8,174 | $689.9K | 0.02% | +18+0.2% | Added |
| Dumont & Blake Investment Advisors LLC | 8,135 | $687.0K | 0.23% | −45−0.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 8,071 | $681.2K | 0.09% | −2,762−25.5% | Reduced |
| TD Private Client Wealth LLC | 8,064 | $680.6K | 0.03% | −751−8.5% | Reduced |
| Guinness Atkinson Asset Management Inc | 7,816 | $659.7K | 0.37% | +168+2.2% | Added |
| Vident Investment Advisory, LLC | 7,720 | $651.6K | 0.02% | −18,397−70.4% | Reduced |
| Ellevest, Inc. | 7,658 | $646.3K | 0.05% | +1,611+26.6% | Added |
| ELCO Management Co., LLC | 7,655 | $646.1K | 0.47% | −15−0.2% | Reduced |
| SG Americas Securities, LLC | 7,645 | $645.0K | 0.01% | −17,795−69.9% | Reduced |
| Old National Bancorp | 7,584 | $640.1K | 0.02% | −1,683−18.2% | Reduced |
| Philadelphia Trust Co | 7,579 | $640.0K | 0.07% | −1,345−15.1% | Reduced |
| Pring Turner Capital Group Inc | 7,575 | $639.3K | 0.63% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 7,493 | $632.4K | 0.14% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,481 | $631.0K | 0.07% | −300−3.9% | Reduced |
| Kestra Private Wealth Services, LLC | 7,372 | $622.2K | 0.02% | +157+2.2% | Added |
| Werlinich Asset Management, LLC | 7,325 | $618.2K | 0.54% | −500−6.4% | Reduced |
| Machina Capital S.A.S. | 7,296 | $615.8K | 0.54% | +7,296 | New |
| Baldwin Investment Management, LLC | 7,258 | $612.6K | 0.11% | −100−1.4% | Reduced |
| Optas, LLC | 7,255 | $612.3K | 0.22% | +137+1.9% | Added |
| Tokio Marine Asset Management Co Ltd | 7,239 | $611.0K | 0.04% | +1,305+22.0% | Added |
| Simmons Bank | 7,236 | $610.7K | 0.05% | −562−7.2% | Reduced |
| Ar Asset Management Inc | 7,200 | $608.0K | 0.16% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 7,202 | $607.8K | 0.00% | +2,060+40.1% | Added |
| Engineers Gate Manager LP | 7,068 | $596.5K | 0.02% | +7,068 | New |
| Valley Brook Capital Group | 6,977 | $588.9K | 0.54% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,969 | $588.2K | 0.01% | −37,127−84.2% | Reduced |
| Curbstone Financial Management Corp | 6,968 | $588.1K | 0.14% | −600−7.9% | Reduced |
| Westhampton Capital, LLC | 6,962 | $587.6K | 0.38% | 00.0% | Unchanged |
| Cooper Financial Group | 6,924 | $584.4K | 0.16% | +341+5.2% | Added |
| Chicago Capital, LLC | 6,880 | $580.7K | 0.03% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 6,872 | $580.0K | 0.15% | −14−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 6,804 | $574.3K | 0.01% | −1,700−20.0% | Reduced |
| Banque Cantonale Vaudoise | 6,765 | $571.0K | 0.03% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 6,690 | $565.0K | 0.31% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,636 | $560.1K | 0.01% | +463+7.5% | Added |
| Allred Capital Management, LLC | 6,597 | $556.8K | 0.29% | −195−2.9% | Reduced |
| Hartford Funds Management Co LLC | 6,589 | $556.1K | 0.06% | +1,278+24.1% | Added |
| Tower Bridge Advisors | 6,558 | $553.5K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,499 | $548.6K | 0.01% | −247−3.7% | Reduced |
| BKD Wealth Advisors, LLC | 6,497 | $548.3K | 0.02% | −592−8.4% | Reduced |
| Pearl River Capital, LLC | 6,458 | $545.1K | 0.09% | −6,561−50.4% | Reduced |
| Parsec Financial Management, Inc. | 6,429 | $542.6K | 0.02% | −285−4.2% | Reduced |
| Headinvest, LLC | 6,400 | $540.2K | 0.12% | −140−2.1% | Reduced |
| Echo Street Capital Management LLC | 6,399 | $540.1K | 0.00% | +6,399 | New |
| Auto-Owners Insurance Co | 6,393 | $539.6K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,389 | $539.3K | 0.02% | +170+2.7% | Added |
| Ameritas Investment Partners, Inc. | 6,383 | $538.7K | 0.02% | −802−11.2% | Reduced |
| Keeley-Teton Advisors, LLC | 6,380 | $538.5K | 0.07% | −2,255−26.1% | Reduced |
| Wetherby Asset Management Inc | 6,287 | $530.6K | 0.03% | +801+14.6% | Added |
| NorthCrest Asset Manangement, LLC | 6,219 | $524.9K | 0.02% | +1,164+23.0% | Added |
| Means Investment Co., Inc. | 6,186 | $522.1K | 0.09% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 6,180 | $521.6K | 0.19% | −8−0.1% | Reduced |
| Boston Private Wealth LLC | 6,140 | $518.2K | 0.01% | −4,501−42.3% | Reduced |
| Holderness Investments Co | 6,128 | $517.2K | 0.21% | −61−1.0% | Reduced |
| Lafayette Investments, Inc. | 6,113 | $515.9K | 0.14% | +681+12.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,170 | $512.9K | 0.03% | −492−7.4% | Reduced |
| Atria Wealth Solutions, Inc. | 6,070 | $512.4K | 0.01% | −652−9.7% | Reduced |
| Thornburg Investment Management Inc | 6,060 | $511.0K | 0.01% | −1,224−16.8% | Reduced |
| Ahl Investment Management, Inc. | 6,044 | $510.1K | 0.47% | −325−5.1% | Reduced |
| Meridian Management Co | 6,034 | $509.3K | 0.17% | +32+0.5% | Added |
| Forte Capital LLC | 5,987 | $505.3K | 0.08% | +17+0.3% | Added |
| Wendell David Associates Inc | 5,977 | $504.0K | 0.06% | −150−2.4% | Reduced |
| Garrison Point Advisors, LLC | 5,931 | $500.6K | 0.38% | −3−0.1% | Reduced |
| RSM US Wealth Management LLC | 5,918 | $499.5K | 0.02% | +5,918 | New |
| Wedmont Private Capital | 6,309 | $499.2K | 0.07% | +836+15.3% | Added |
| Ofi Invest Asset Management | 41,840,034 | $495.7K | 2.56% | +41,840,034 | New |
| Soltis Investment Advisors LLC | 5,867 | $495.2K | 0.06% | +12+0.2% | Added |
| Moors & Cabot, Inc. | 5,857 | $494.3K | 0.03% | −75−1.3% | Reduced |
| Montag A & Associates Inc | 5,834 | $492.4K | 0.03% | −450−7.2% | Reduced |
| National Asset Management, Inc. | 5,829 | $492.0K | 0.01% | −1,717−22.8% | Reduced |
| Millennium Management LLC | 5,781 | $488.0K | 0.00% | −77,550−93.1% | Reduced |
| Investment Advisory Services Inc | 5,722 | $483.0K | 0.24% | −50−0.9% | Reduced |
| Umb Bank N A | 5,705 | $481.5K | 0.01% | −11−0.2% | Reduced |
| Monterey Private Wealth, Inc. | 5,663 | $478.0K | 0.25% | −158−2.7% | Reduced |
| Veriti Management LLC | 5,656 | $477.4K | 0.06% | +384+7.3% | Added |
| Stephens Inc | 5,633 | $475.4K | 0.01% | +61+1.1% | Added |
| Fox Run Management, L.L.C. | 5,594 | $472.1K | 0.15% | +5,594 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 5,591 | $471.9K | 0.02% | −421−7.0% | Reduced |
| Horizon Investments, LLC | 5,580 | $471.0K | 0.01% | −1,888−25.3% | Reduced |
| Agf Management Ltd | 5,569 | $470.0K | 0.00% | +5,569 | New |
| GHP Investment Advisors, Inc. | 5,543 | $467.9K | 0.03% | −105−1.9% | Reduced |
| Schnieders Capital Management LLC | 5,522 | $466.1K | 0.10% | −500−8.3% | Reduced |
| Mutual Advisors, LLC | 5,501 | $464.3K | 0.02% | −693−11.2% | Reduced |
| Schechter Investment Advisors, LLC | 5,418 | $457.3K | 0.04% | −438−7.5% | Reduced |
| Bryn Mawr Trust Co | 5,395 | $456.0K | 0.02% | −300−5.3% | Reduced |
| Lindbrook Capital, LLC | 5,374 | $453.6K | 0.05% | −213−3.8% | Reduced |
| Freestone Capital Holdings, LLC | 5,337 | $450.4K | 0.02% | −96−1.8% | Reduced |
| Lido Advisors, LLC | 5,313 | $448.4K | 0.01% | +2,243+73.1% | Added |
| GWM Advisors LLC | 5,266 | $444.4K | 0.01% | +536+11.3% | Added |
| Apollon Wealth Management, LLC | 5,245 | $442.7K | 0.03% | +109+2.1% | Added |
| Hillsdale Investment Management Inc. | 5,230 | $441.4K | 0.04% | +5,230 | New |
| Grimes & Company, Inc. | 5,224 | $440.9K | 0.02% | +20.0% | Added |
| Aull & Monroe Investment Management Corp | 5,206 | $439.4K | 0.22% | −50−1.0% | Reduced |
| Meeder Advisory Services, Inc. | 5,204 | $439.3K | 0.05% | +708+15.7% | Added |
| Bull Street Advisors, LLC | 5,197 | $439.0K | 0.23% | 00.0% | Unchanged |
| Banco Santander, S.A. | 5,119 | $432.0K | 0.01% | +5,119 | New |
| Caldwell Trust Co | 5,107 | $431.0K | 0.06% | −1,290−20.2% | Reduced |
| Dover Advisors, LLC | 5,101 | $430.5K | 0.41% | −37−0.7% | Reduced |
| Cambridge Trust Co | 5,091 | $429.7K | 0.02% | −42−0.8% | Reduced |