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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 2,585 | $218.2K | 0.06% | −32−1.2% | Reduced |
| V-Square Quantitative Management LLC | 2,563 | $216.3K | 0.20% | +2,563 | New |
| Avantax Planning Partners, Inc. | 2,559 | $216.0K | 0.01% | +2,559 | New |
| Gratus Capital LLC | 2,554 | $215.6K | 0.02% | +2,554 | New |
| World Equity Group, Inc. | 16,489 | $215.5K | 0.04% | +16,489 | New |
| Archer Investment Corp | 2,263 | $214.1K | 0.08% | −8−0.4% | Reduced |
| Charter Oak Capital Management, LLC | 2,524 | $213.0K | 0.03% | +2,524 | New |
| Reynders McVeigh Capital Management, LLC | 2,528 | $213.0K | 0.01% | +2,528 | New |
| Geller Advisors LLC | 2,522 | $212.9K | 0.03% | +2,522 | New |
| Change Path, LLC | 2,514 | $212.0K | 0.01% | −2,424−49.1% | Reduced |
| Leavell Investment Management, Inc. | 2,502 | $211.0K | 0.02% | −87−3.4% | Reduced |
| Asset Dedication, LLC | 2,462 | $211.0K | 0.02% | 00.0% | Unchanged |
| Custos Family Office, LLC | 2,500 | $211.0K | 0.15% | +2,500 | New |
| Bailard, Inc. | 2,497 | $210.7K | 0.01% | +2,497 | New |
| Baker Ellis Asset Management LLC | 2,496 | $210.7K | 0.04% | −200−7.4% | Reduced |
| Montis Financial, LLC | 2,486 | $209.8K | 0.16% | +2,486 | New |
| Mairs & Power Inc | 2,476 | $209.0K | 0.00% | −100−3.9% | Reduced |
| Conning Inc. | 2,470 | $208.5K | 0.01% | +2,470 | New |
| Wescott Financial Advisory Group, LLC | 2,458 | $207.5K | 0.05% | +2,458 | New |
| PFS Investments Inc. | 2,643 | $207.0K | 0.00% | +2,643 | New |
| Cullinan Associates Inc | 2,451 | $206.9K | 0.01% | −1,552−38.8% | Reduced |
| Founders Capital Management, LLC | 2,450 | $206.8K | 0.05% | +2,450 | New |
| Brighton Jones LLC | 2,438 | $205.8K | 0.01% | −212−8.0% | Reduced |
| Hilltop Holdings Inc. | 2,431 | $205.2K | 0.03% | +2,431 | New |
| Compagnie Lombard Odier SCmA | 2,425 | $204.7K | 0.01% | +1,328+121.1% | Added |
| Congress Wealth Management LLC | 2,395 | $202.1K | 0.00% | +2,395 | New |
| Capital Planning Advisors, LLC | 2,383 | $201.1K | 0.04% | +2,383 | New |
| Harbor Investment Advisory, LLC | 2,331 | $196.7K | 0.03% | −741−24.1% | Reduced |
| Optimum Investment Advisors | 2,325 | $196.2K | 0.10% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,272 | $191.8K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2,255 | $190.3K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,212 | $185.0K | 0.00% | −38,060−94.5% | Reduced |
| Deseret Mutual Benefit Administrators | 2,180 | $184.0K | 0.07% | +104+5.0% | Added |
| Arrow Financial Corp | 2,171 | $183.2K | 0.02% | −200−8.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,338 | $183.0K | 0.00% | +31+1.3% | Added |
| First Financial Corp | 2,138 | $180.4K | 0.11% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,121 | $179.0K | 0.02% | +15+0.7% | Added |
| Grove Bank & Trust | 2,073 | $175.0K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,070 | $174.7K | 0.02% | −2−0.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,997 | $168.5K | 0.00% | +1,997 | New |
| Carmichael Hill & Associates, Inc. | 1,931 | $163.0K | 0.08% | −150−7.2% | Reduced |
| Wellington Shields & Co., LLC | 1,914 | $161.5K | 0.04% | +1,914 | New |
| Leonteq Securities AG | 1,859 | $156.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,839 | $154.0K | 0.01% | −16−0.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,819 | $153.6K | 0.01% | +1,819 | New |
| Colonial Trust Co | 1,806 | $152.4K | 0.04% | −36−2.0% | Reduced |
| Proequities, Inc. | 1,679 | $141.7K | 0.01% | +42+2.6% | Added |
| Estabrook Capital Management | 1,647 | $139.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,642 | $138.6K | 0.02% | −149−8.3% | Reduced |
| Bangor Savings Bank | 1,642 | $138.6K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,630 | $137.6K | 0.01% | −65−3.8% | Reduced |
| Citizens National Bank Trust Department | 1,625 | $137.2K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,565 | $132.1K | 0.04% | −16−1.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,538 | $130.0K | 0.09% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,531 | $129.2K | 0.01% | +163+11.9% | Added |
| Acropolis Investment Management, LLC | 1,523 | $128.5K | 0.01% | −20−1.3% | Reduced |
| North Star Investment Management Corp. | 1,499 | $126.5K | 0.01% | −21−1.4% | Reduced |
| Thomas White International Ltd | 1,484 | $125.3K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,425 | $121.6K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,364 | $115.1K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $113.9K | 0.07% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,330 | $112.3K | 0.13% | −500−27.3% | Reduced |
| Baldwin Brothers Inc | 1,330 | $112.3K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,318 | $111.0K | 0.01% | +1,318 | New |
| Chesapeake Asset Management LLC | 1,303 | $110.0K | 0.10% | +1,303 | New |
| Quent Capital, LLC | 1,292 | $109.1K | 0.02% | +473+57.8% | Added |
| Stephenson National Bank & Trust | 1,261 | $106.4K | 0.07% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,231 | $103.9K | 0.00% | −12,597−91.1% | Reduced |
| Clear Perspectives Financial Planning, LLC | 1,231 | $103.9K | 0.06% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,219 | $102.9K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,219 | $102.9K | 0.09% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $101.3K | 0.06% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,200 | $101.3K | 0.07% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,171 | $98.8K | 0.07% | +1,171 | New |
| City State Bank | 1,143 | $96.0K | 0.05% | −136−10.6% | Reduced |
| Parkside Financial Bank & Trust | 1,133 | $95.6K | 0.03% | −147−11.5% | Reduced |
| Crewe Advisors LLC | 1,127 | $95.1K | 0.01% | −23−2.0% | Reduced |
| Geneos Wealth Management Inc. | 1,114 | $94.0K | 0.01% | −44−3.8% | Reduced |
| Ci Investments Inc. | 1,103 | $93.0K | 0.00% | −79−6.7% | Reduced |
| Monetary Management Group Inc | 1,071 | $90.4K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,071 | $90.0K | 0.11% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,051 | $88.7K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,048 | $88.5K | 0.01% | +39+3.9% | Added |
| Eagle Bay Advisors LLC | 1,000 | $84.4K | 0.05% | −148−12.9% | Reduced |
| FinTrust Capital Advisors, LLC | 1,069 | $83.7K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 990 | $83.6K | 0.00% | −17,239−94.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 991 | $83.0K | 0.07% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 978 | $82.6K | 0.07% | +978 | New |
| Atlantic Trust, LLC | 977 | $82.4K | 0.03% | +3+0.3% | Added |
| Global Retirement Partners, LLC | 955 | $81.7K | 0.00% | −50−5.0% | Reduced |
| IFP Advisors, Inc | 1,802 | $81.6K | 0.00% | −3,500−66.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 966 | $81.5K | 0.08% | +6+0.6% | Added |
| Horan Securities, Inc. | 958 | $80.9K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 947 | $80.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 918 | $76.8K | 0.00% | +918 | New |
| CoreFirst Bank & Trust | 909 | $76.7K | 0.06% | −110−10.8% | Reduced |
| Spire Wealth Management | 893 | $75.4K | 0.00% | +6+0.7% | Added |
| Glassman Wealth Services | 885 | $74.7K | 0.01% | +36+4.2% | Added |
| Cassady Schiller Wealth Management, LLC | 849 | $71.7K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 834 | $70.4K | 0.03% | 00.0% | Unchanged |