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 |
|---|---|---|---|---|---|
| State of Wyoming | 3,754 | $316.8K | 0.10% | +1,398+59.3% | Added |
| Azimuth Capital Investment Management LLC | 3,741 | $315.7K | 0.02% | −224−5.6% | Reduced |
| Capital City Trust Co | 3,741 | $315.7K | 0.10% | −66−1.7% | Reduced |
| Northwest Bancshares, Inc. | 3,738 | $315.5K | 0.06% | −185−4.7% | Reduced |
| South State Corp. | 3,735 | $315.2K | 0.03% | −51−1.3% | Reduced |
| Stock Yards Bank & Trust Co | 3,697 | $312.0K | 0.01% | −302−7.6% | Reduced |
| Sky Investment Group LLC | 3,686 | $311.1K | 0.07% | −503−12.0% | Reduced |
| Ritholtz Wealth Management | 3,653 | $308.3K | 0.02% | +3,653 | New |
| Gladstone Institutional Advisory LLC | 3,632 | $306.6K | 0.02% | +3,632 | New |
| Fruth Investment Management | 3,628 | $306.0K | 0.09% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,615 | $305.1K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,595 | $303.4K | 0.04% | +222+6.6% | Added |
| Fukoku Mutual Life Insurance Co | 3,564 | $300.8K | 0.03% | −426−10.7% | Reduced |
| Bell Investment Advisors, Inc | 3,563 | $300.7K | 0.07% | +12+0.3% | Added |
| Bard Financial Services, Inc. | 3,545 | $299.2K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,526 | $297.8K | 0.01% | +10.0% | Added |
| David Loasby | 3,783 | $296.9K | 0.03% | +101+2.7% | Added |
| Siemens Fonds Invest GmbH | 3,513 | $296.5K | 0.03% | −69−1.9% | Reduced |
| Daymark Wealth Partners, LLC | 3,507 | $296.0K | 0.04% | −82−2.3% | Reduced |
| TCTC Holdings, LLC | 3,503 | $295.7K | 0.01% | −4−0.1% | Reduced |
| LVW Advisors, LLC | 3,473 | $293.1K | 0.06% | −165−4.5% | Reduced |
| CAPROCK Group, Inc. | 3,461 | $292.1K | 0.02% | −132−3.7% | Reduced |
| Farmers National Bank | 3,421 | $288.7K | 0.10% | −109−3.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,401 | $287.0K | 0.03% | −1,016−23.0% | Reduced |
| First National Trust Co | 3,337 | $281.6K | 0.01% | −85−2.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,333 | $281.3K | 0.03% | −540−13.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 3,332 | $281.2K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment Corp | 3,313 | $280.0K | 0.02% | +10+0.3% | Added |
| Mountain Pacific Investment Advisers Inc | 3,311 | $279.4K | 0.02% | 00.0% | Unchanged |
| Riverwater Partners LLC | 3,310 | $279.4K | 0.26% | −198−5.6% | Reduced |
| Defined Wealth Management, LLC | 3,310 | $279.4K | 0.26% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3,304 | $278.9K | 0.04% | −750−18.5% | Reduced |
| Boothbay Fund Management, LLC | 3,300 | $278.5K | 0.01% | +3,300 | New |
| Boyd Watterson Asset Management LLC | 3,295 | $278.1K | 0.11% | −85−2.5% | Reduced |
| Security National Bank | 3,226 | $272.3K | 0.07% | 00.0% | Unchanged |
| Point72 Middle East FZE | 3,216 | $271.4K | 0.02% | +1,247+63.3% | Added |
| Crestwood Advisors Group LLC | 3,210 | $270.9K | 0.01% | +34+1.1% | Added |
| Meridian Wealth Management, LLC | 3,187 | $269.0K | 0.02% | −75−2.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,169 | $267.5K | 0.02% | +3,169 | New |
| Institutional & Family Asset Management, LLC | 3,160 | $266.7K | 0.04% | −5−0.2% | Reduced |
| Quadrant Capital Group LLC | 3,143 | $265.3K | 0.03% | +58+1.9% | Added |
| Sun Life Financial INC | 3,150 | $264.9K | 0.02% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,137 | $264.8K | 0.10% | −256−7.5% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,100 | $261.6K | 0.04% | +11+0.4% | Added |
| Tiemann Investment Advisors, LLC | 3,099 | $261.6K | 0.14% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,074 | $259.5K | 0.19% | −450−12.8% | Reduced |
| New England Capital Financial Advisors LLC | 3,053 | $257.7K | 0.18% | +7+0.2% | Added |
| Forum Financial Management, LP | 3,049 | $257.3K | 0.01% | 00.0% | Unchanged |
| LMCG Investments, LLC | 3,007 | $253.8K | 0.02% | 00.0% | Unchanged |
| Howland Capital Management LLC | 3,001 | $253.3K | 0.02% | 00.0% | Unchanged |
| Systematic Financial Management LP | 3,000 | $253.2K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $253.2K | 0.05% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $253.2K | 0.05% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,988 | $252.2K | 0.09% | −147−4.7% | Reduced |
| Forbes J M & Co LLP | 2,983 | $252.0K | 0.03% | −25−0.8% | Reduced |
| LCM Capital Management Inc | 2,984 | $251.8K | 0.22% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,983 | $250.0K | 0.00% | +1,372+85.2% | Added |
| Fidelis Capital Partners, LLC | 2,905 | $249.7K | 0.11% | +2,905 | New |
| Advisory Services Network, LLC | 2,950 | $249.0K | 0.01% | −160−5.1% | Reduced |
| Laurel Wealth Advisors LLC | 2,926 | $247.0K | 0.05% | +7+0.2% | Added |
| Kistler-Tiffany Companies, LLC | 2,917 | $246.2K | 0.05% | +10.0% | Added |
| Calamos Wealth Management LLC | 2,914 | $245.9K | 0.02% | −11−0.4% | Reduced |
| Legacy Bridge, LLC | 2,911 | $245.7K | 0.17% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 2,910 | $245.6K | 0.23% | −177−5.7% | Reduced |
| Wade G W & Inc | 2,907 | $245.0K | 0.01% | −57−1.9% | Reduced |
| First Horizon Advisors, Inc. | 2,902 | $244.9K | 0.01% | −41−1.4% | Reduced |
| Centaurus Financial, Inc. | 2,887 | $244.0K | 0.02% | −141−4.7% | Reduced |
| First Foundation Advisors | 2,883 | $243.3K | 0.01% | +60+2.1% | Added |
| Hancock Whitney Corp | 2,877 | $243.0K | 0.01% | −121−4.0% | Reduced |
| Shelton Capital Management | 2,869 | $242.1K | 0.01% | +210+7.9% | Added |
| Ancora Advisors, LLC | 2,866 | $241.9K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,857 | $241.1K | 0.01% | +142+5.2% | Added |
| Spinnaker Trust | 2,856 | $241.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 2,853 | $240.8K | 0.07% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,837 | $239.5K | 0.05% | −12−0.4% | Reduced |
| Intrua Financial, LLC | 2,834 | $239.2K | 0.05% | +77+2.8% | Added |
| Essex Savings Bank | 2,810 | $237.2K | 0.08% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,791 | $235.6K | 0.05% | +88+3.3% | Added |
| First Citizens Bank & Trust Co | 2,790 | $235.5K | 0.00% | −150−5.1% | Reduced |
| General Partner, Inc. | 3,000 | $235.5K | 0.21% | −480−13.8% | Reduced |
| Northeast Investment Management | 2,781 | $234.7K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,775 | $234.5K | 0.01% | −77−2.7% | Reduced |
| Addison Advisors LLC | 2,762 | $233.1K | 0.13% | +105+4.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $233.0K | 0.24% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,748 | $231.9K | 0.00% | −250−8.3% | Reduced |
| InterOcean Capital Group, LLC | 2,725 | $230.0K | 0.01% | −22−0.8% | Reduced |
| Cipher Capital LP | 2,724 | $229.9K | 0.04% | +2,724 | New |
| Adirondack Trust Co | 2,717 | $229.3K | 0.12% | +85+3.2% | Added |
| Prescott Group Capital Management, L.L.C. | 2,700 | $228.0K | 0.05% | 00.0% | Unchanged |
| Farmers Trust Co | 2,700 | $227.9K | 0.05% | −25−0.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,697 | $227.6K | 0.05% | −87−3.1% | Reduced |
| Aveo Capital Partners, LLC | 2,655 | $224.1K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,657 | $224.0K | 0.09% | −2,825−51.5% | Reduced |
| Cullen Capital Management LLC | 2,646 | $223.3K | 0.00% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 2,624 | $221.5K | 0.06% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,621 | $221.2K | 0.02% | −69−2.6% | Reduced |
| Stratos Wealth Advisors, LLC | 2,620 | $221.2K | 0.02% | −1,150−30.5% | Reduced |
| Anchor Investment Management, LLC | 2,615 | $220.7K | 0.03% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 2,600 | $219.0K | 0.03% | +2,600 | New |
| Institute for Wealth Management, LLC. | 2,590 | $218.6K | 0.04% | −70−2.6% | Reduced |