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 |
|---|---|---|---|---|---|
| Shayne & Co., LLC | 5,088 | $429.4K | 0.23% | 00.0% | Unchanged |
| Middleton & Co Inc | 5,086 | $429.3K | 0.06% | −3,055−37.5% | Reduced |
| TD Waterhouse Canada Inc. | 5,020 | $429.1K | 0.00% | +215+4.5% | Added |
| Cigna Investments Inc | 5,041 | $426.0K | 0.09% | −146−2.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 5,033 | $424.8K | 0.09% | +447+9.7% | Added |
| Choate Investment Advisors | 5,019 | $423.6K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 5,016 | $423.4K | 0.03% | −165−3.2% | Reduced |
| Gifford Fong Associates | 5,000 | $422.0K | 0.11% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,998 | $421.9K | 0.02% | +4,998 | New |
| ICW Investment Advisors LLC | 4,995 | $421.6K | 0.24% | +66+1.3% | Added |
| Excalibur Management Corp | 4,995 | $421.6K | 0.22% | −47−0.9% | Reduced |
| 1st Source Bank | 4,978 | $420.1K | 0.03% | −25−0.5% | Reduced |
| Exencial Wealth Advisors, LLC | 4,958 | $418.5K | 0.02% | +15+0.3% | Added |
| Symmetry Partners, LLC | 4,892 | $413.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Virginia | 4,891 | $412.8K | 0.05% | −193−3.8% | Reduced |
| Kingsview Wealth Management, LLC | 4,871 | $411.1K | 0.02% | −514−9.5% | Reduced |
| Kraematon Investment Advisors, Inc | 4,837 | $408.3K | 0.47% | −980−16.8% | Reduced |
| Pitcairn Co | 4,837 | $408.2K | 0.04% | −232−4.6% | Reduced |
| Busey Wealth Management | 4,831 | $407.7K | 0.02% | −594−10.9% | Reduced |
| Credit Agricole S A | 4,808 | $405.8K | 0.02% | −425−8.1% | Reduced |
| Courier Capital LLC | 4,783 | $403.7K | 0.04% | −587−10.9% | Reduced |
| Brookfield Asset Management Inc. | 4,779 | $403.3K | 0.00% | −112,675−95.9% | Reduced |
| J.W. Cole Advisors, Inc. | 4,773 | $402.8K | 0.03% | −37−0.8% | Reduced |
| SeaCrest Wealth Management, LLC | 4,729 | $399.1K | 0.05% | +13+0.3% | Added |
| DFPG Investments, LLC | 4,699 | $396.6K | 0.04% | +4,699 | New |
| Cary Street Partner Investment Advisory LLC | 4,680 | $395.0K | 0.03% | −304−6.1% | Reduced |
| 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 |
| Oak Thistle LLC | 4,618 | $389.8K | 0.23% | +4,618 | New |
| Checchi Capital Advisers, LLC | 4,613 | $389.3K | 0.04% | −76−1.6% | Reduced |
| Lincoln National Corp | 4,594 | $387.7K | 0.01% | −90−1.9% | Reduced |
| Pointe Capital Management LLC | 4,576 | $386.2K | 0.28% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 4,572 | $385.9K | 0.01% | +25+0.5% | Added |
| Winton Group Ltd | 4,571 | $385.8K | 0.02% | −5,874−56.2% | Reduced |
| Wealthspire Advisors, LLC | 4,551 | $384.1K | 0.01% | −2,817−38.2% | Reduced |
| Segall Bryant & Hamill, LLC | 4,555 | $384.0K | 0.00% | −214−4.5% | Reduced |
| SYSTM Wealth Solutions LLC | 4,547 | $383.8K | 0.06% | −46,673−91.1% | Reduced |
| Graypoint LLC | 4,543 | $383.4K | 0.04% | −1,710−27.3% | Reduced |
| Country Club Bank | 4,611 | $383.3K | 0.03% | −205−4.3% | Reduced |
| Signaturefd, LLC | 4,536 | $382.8K | 0.01% | +362+8.7% | Added |
| Verdence Capital Advisors LLC | 4,530 | $382.3K | 0.05% | +35+0.8% | Added |
| Ballentine Partners, LLC | 4,530 | $382.3K | 0.01% | +1,926+74.0% | Added |
| First City Capital Management, Inc. | 4,480 | $382.1K | 0.22% | −12−0.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,522 | $382.0K | 0.02% | −1,700−27.3% | Reduced |
| Washington Trust Co | 4,502 | $380.0K | 0.02% | −100−2.2% | Reduced |
| Sherbrooke Park Advisers LLC | 4,500 | $379.8K | 0.57% | +4,500 | New |
| Sigma Planning Corp | 4,498 | $379.7K | 0.01% | −288−6.0% | Reduced |
| Wedbush Securities Inc | 4,470 | $377.0K | 0.02% | −534−10.7% | Reduced |
| Keebeck Alpha, LP | 4,457 | $376.2K | 0.44% | +4,457 | New |
| Profund Advisors LLC | 4,433 | $374.1K | 0.02% | −200−4.3% | Reduced |
| Prelude Capital Management, LLC | 4,432 | $374.1K | 0.03% | +4,432 | New |
| Arden Trust Co | 4,426 | $374.0K | 0.07% | −1,211−21.5% | Reduced |
| Donaldson Capital Management, LLC | 4,427 | $373.6K | 0.02% | +20.0% | Added |
| Valeo Financial Advisors, LLC | 4,422 | $373.2K | 0.02% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,383 | $369.9K | 0.05% | +60+1.4% | Added |
| Chemung Canal Trust Co | 4,339 | $366.2K | 0.08% | −494−10.2% | Reduced |
| Papp L Roy & Associates | 4,335 | $365.9K | 0.05% | −241−5.3% | Reduced |
| SRB Corp | 4,334 | $365.8K | 0.02% | +4,334 | New |
| Sound View Wealth Advisors Group, LLC | 4,314 | $364.1K | 0.05% | +323+8.1% | Added |
| CX Institutional | 4,315 | $363.5K | 0.02% | +246+6.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $362.9K | 0.14% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,289 | $362.0K | 0.03% | −195−4.3% | Reduced |
| Drexel Morgan & Co. | 4,288 | $361.9K | 0.09% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,287 | $361.8K | 0.01% | +164+4.0% | Added |
| First Western Trust Bank | 4,261 | $359.6K | 0.02% | +5+0.1% | Added |
| Boston Trust Walden Corp | 4,248 | $358.5K | 0.00% | 00.0% | Unchanged |
| Everett Harris & Co | 4,219 | $356.1K | 0.01% | −241−5.4% | Reduced |
| Tucker Asset Management LLC | 4,190 | $353.6K | 0.11% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 4,159 | $351.0K | 0.02% | −432−9.4% | Reduced |
| KCM Investment Advisors LLC | 4,157 | $350.9K | 0.01% | −269−6.1% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,151 | $350.3K | 0.12% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,140 | $349.4K | 0.15% | +4,140 | New |
| HBK Sorce Advisory LLC | 4,136 | $349.1K | 0.02% | −3,970−49.0% | Reduced |
| Advisors Asset Management, Inc. | 4,134 | $348.9K | 0.01% | −191−4.4% | Reduced |
| Clarius Group, LLC | 4,093 | $345.4K | 0.03% | −65−1.6% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $344.9K | 0.09% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 4,077 | $344.1K | 0.11% | −50−1.2% | Reduced |
| GYL Financial Synergies, LLC | 4,074 | $343.9K | 0.04% | +259+6.8% | Added |
| Zions Bancorporation, N.A. | 4,046 | $341.5K | 0.03% | +3,156+354.6% | Added |
| Sequoia Financial Advisors, LLC | 4,041 | $341.1K | 0.01% | +467+13.1% | Added |
| Waters Parkerson & Co., LLC | 3,984 | $336.0K | 0.02% | −650−14.0% | Reduced |
| Aberdeen Wealth Management LLC | 3,974 | $335.4K | 0.25% | 00.0% | Unchanged |
| McDonald Partners LLC | 3,971 | $335.1K | 0.11% | −63−1.6% | Reduced |
| Financial Advisory Group | 3,955 | $333.8K | 0.07% | −513−11.5% | Reduced |
| NTV Asset Management LLC | 3,943 | $332.8K | 0.06% | +10.0% | Added |
| Fulton Bank, N.A. | 3,923 | $331.1K | 0.02% | −445−10.2% | Reduced |
| Colonial Trust Advisors | 3,910 | $330.0K | 0.04% | −5−0.1% | Reduced |
| Clearstead Advisors, LLC | 3,863 | $326.0K | 0.02% | +463+13.6% | Added |
| Chicago Trust Co NA | 3,861 | $325.9K | 0.08% | +392+11.3% | Added |
| Resonant Capital Advisors, LLC | 3,855 | $325.4K | 0.04% | −34−0.9% | Reduced |
| Patten & Patten Inc | 3,843 | $324.3K | 0.03% | −307−7.4% | Reduced |
| Allworth Financial LP | 3,831 | $323.3K | 0.00% | +835+27.9% | Added |
| Penobscot Investment Management Company, Inc. | 3,827 | $323.0K | 0.06% | −60−1.5% | Reduced |
| Atwood & Palmer Inc | 3,825 | $322.8K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 3,810 | $321.5K | 0.06% | −365−8.7% | Reduced |
| Enterprise Financial Services Corp | 3,807 | $321.3K | 0.21% | −125−3.2% | Reduced |
| Flputnam Investment Management Co | 3,802 | $320.9K | 0.01% | +311+8.9% | Added |
| Peoples Financial Services Corp. | 3,800 | $320.7K | 0.15% | −37−1.0% | Reduced |
| Fort, L.P. | 3,787 | $319.6K | 0.83% | −1,644−30.3% | Reduced |
| Axxcess Wealth Management, LLC | 3,780 | $319.0K | 0.03% | 00.0% | Unchanged |