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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.

Q2 2023 vs. Q1 2023

How the institutions holding Otis Worldwide Corp changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of OTIS: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders1,10161,124+29
Shares400.3M49.0K358.6M−41.7M (−10.4%)
Value$30.1B$4.08M$31.9B+$1.82B (+6.1%)

6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (94)

Institutions that held Otis Worldwide Corp at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to OTIS in Q2 2023
InstitutionSharesValue% of portfolio
Twinbeech Capital LP407,582$36.3M0.72%
Clean Energy Transition LLP181,733$16.2M2.21%
Worldquant Millennium Advisors LLC148,790$13.2M0.22%
Efg Capital International Corp.80,682$7.18M1.66%
Eisler Capital (US) LLC49,760$4.43M2.43%
Edgestream Partners, L.P.44,470$3.96M0.36%
Lighthouse Investment Partners, LLC29,000$2.58M0.20%
HRT Financial LP25,756$2.29M0.02%
Zacks Investment Management17,678$1.57M0.02%
Holocene Advisors, LP17,305$1.54M0.01%
Campbell & CO Investment Adviser LLC16,763$1.49M0.27%
Sabal Trust CO11,951$1.06M0.07%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management11,689$1.04M0.04%
United Services Automobile Association11,527$1.03M0.03%
iA Global Asset Management Inc.11,327$1.01M0.03%
Dash Acquisitions Inc.11,005$979.6K0.39%
Centiva Capital, LP10,213$909.1K0.05%
MQS Management LLC9,375$834.5K0.57%
Badgley Phelps Wealth Managers, LLC9,353$832.5K0.03%
Security National Bank of So Dak8,806$783.8K0.56%
Paloma Partners Management Co8,016$713.5K0.16%
Modera Wealth Management, LLC7,768$691.4K0.01%
Jump Financial, LLC7,247$645.1K0.02%
Ascension Asset Management LLC6,914$615.4K0.38%
Dynamic Technology Lab Private Ltd6,608$588.0K0.07%
Security National Bank of Sioux City Iowa6,471$576.0K0.43%
ISAM Funds (UK) Ltd6,150$547.4K0.49%
Ergoteles LLC5,922$527.1K0.03%
Dark Forest Capital Management LP5,910$526.0K0.05%
Silver Oak Securities, Inc4,999$445.0K0.07%
Quantamental Technologies LLC4,371$389.1K0.16%
Asahi Life Asset Management Co., Ltd.4,300$382.7K0.13%
Invesco, LLC4,251$378.4K0.19%
Fortune Financial Advisors, LLC4,101$365.1K0.27%
NewEdge Wealth, LLC3,495$311.1K0.01%
MEMBERS Trust Co3,433$305.6K0.01%
GSB Wealth Management, LLC3,229$287.4K0.09%
UniSuper Management Pty Ltd3,000$267.0K0.00%
Empowered Funds, LLC2,950$262.6K0.01%
EA Series Trust2,950$262.6K0.01%
St Germain D J Co Inc2,926$260.4K0.01%
Focus Financial Network, Inc.2,717$241.9K0.01%
D'Orazio & Associates, Inc.2,696$240.0K0.06%
MSH Capital Advisors LLC2,685$239.0K0.09%
Great Lakes Advisors, LLC2,658$236.6K0.00%
Dynamic Advisor Solutions LLC2,480$220.7K0.01%
Naples Global Advisors, LLC2,390$212.7K0.02%
Pinnacle Wealth Planning Services, Inc.2,389$212.6K0.03%
Schonfeld Strategic Advisors LLC2,380$211.8K0.00%
Atlas Private Wealth Management2,366$210.6K0.11%
Sentry LLC2,335$207.8K0.05%
Center For Asset Management LLC2,334$207.7K0.20%
Advisor OS, LLC2,315$206.1K0.03%
Equitable Holdings, Inc.2,312$205.8K0.00%
Gateway Wealth Partners, LLC2,301$204.8K0.04%
Foundations Investment Advisors, LLC2,296$204.3K0.01%
U.S. Capital Wealth Advisors, LLC2,290$203.8K0.01%
Cassaday & Co Wealth Management LLC2,287$203.6K0.01%
GTS Securities LLC2,285$203.4K0.01%
Cobblestone Capital Advisors LLC2,273$202.3K0.01%
First Affirmative Financial Network2,266$201.7K0.20%
Radnor Capital Management, LLC2,259$201.0K0.09%
Headlands Technologies LLC2,054$182.8K0.06%
Prostatis Group LLC139,835$139.8K0.07%
Caldwell Sutter Capital, Inc.1,370$121.9K0.06%
Mather Group, LLC.1,231$109.6K0.00%
LFA - Lugano Financial Advisors SA1,041$92.7K0.06%
Cherry Tree Wealth Management, LLC1,029$91.6K0.03%
Fairfield, Bush & Co.863$76.8K0.02%
PCA Investment Advisory Services Inc.587$52.3K0.03%
Cornerstone Planning Group LLC515$45.8K0.02%
Options Solutions, LLC500$44.5K0.04%
Union Savings Bank411$37.4K0.02%
Nemes Rush Group LLC291$25.9K0.00%
Fiduciary Alliance LLC284$25.3K0.01%
Old Point Trust & Financial Services N A250$22.3K0.01%
Altshuler Shaham Ltd207$18.4K0.00%
TSFG, LLC163$15.0K0.01%
GW&K Investment Management, LLC154$14.0K0.00%
Coppell Advisory Solutions LLC150$13.3K0.00%
CGC Financial Services, LLC110$9.79K0.01%
Quarry LP106$9.44K0.01%
West Tower Group, LLC103$9.17K0.01%
Albion Financial Group100$8.90K0.00%
Tyler-Stone Wealth Management86$8.00K0.00%
ORG Partners LLC75$7.00K0.00%
Halpern Financial, Inc.73$6.45K0.00%
Tower View Investment Management & Research LLC57$5.00K0.00%
Glass Jacobson Investment Advisors llc54$4.84K0.00%
GPS Wealth Strategies Group, LLC28$2.49K0.00%
Northwest Capital Management Inc23$2.05K0.00%
Avion Wealth30$2.00K0.00%
Intrepid Capital Management Inc20$1.78K0.00%
First Capital Advisors Group, LLC.18$1.60K0.00%

Sold out (65)

Institutions that held Otis Worldwide Corp at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of OTIS in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Lord, Abbett & Co. LLC270,190$22.8M
Broadcrest Asset Management, LLC100,000$8.44M
FIL Ltd57,078$4.82M
Greenland Capital Management LP45,993$3.88M
AMF Pensionsforsakring AB22,543$1.90M
FORA Capital, LLC19,727$1.66M
Tredje AP-fonden19,351$1.63M
Industrial Alliance Investment Management Inc.15,517$1.31M
Weiss Multi-Strategy Advisers LLC13,107$1.11M
Cubist Systematic Strategies, LLC11,860$1.00M
Lombard Odier Asset Management (Switzerland) SA11,309$954.5K
Sandbar Asset Management LLP11,101$937.0K
Point72 Asset Management, L.P.10,531$888.8K
Graham Capital Management, L.P.10,442$881.3K
Keeley-Teton Advisors, LLC6,380$538.5K
Fox Run Management, L.L.C.5,594$472.1K
Hillsdale Investment Management Inc.5,230$441.4K
Brookfield Asset Management Inc.4,779$403.3K
Oak Thistle LLC4,618$389.8K
Winton Group Ltd4,571$385.8K
Sherbrooke Park Advisers LLC4,500$379.8K
Arden Trust Co4,426$374.0K
SRB Corp4,334$365.8K
Blueshift Asset Management, LLC4,140$349.4K
Waters Parkerson & Co., LLC3,984$336.0K
Axxcess Wealth Management, LLC3,780$319.0K
Capital City Trust Co3,741$315.7K
Gladstone Institutional Advisory LLC3,632$306.6K
David Loasby3,783$296.9K
LVW Advisors, LLC3,473$293.1K
Boothbay Fund Management, LLC3,300$278.5K
Point72 Middle East FZE3,216$271.4K
Sun Life Financial INC3,150$264.9K
Meridian Investment Counsel Inc.3,137$264.8K
First Foundation Advisors2,883$243.3K
Belpointe Asset Management LLC2,857$241.1K
Cipher Capital LP2,724$229.9K
World Equity Group, Inc.16,489$215.5K
Geller Advisors LLC2,522$212.9K
Leavell Investment Management, Inc.2,502$211.0K
Custos Family Office, LLC2,500$211.0K
Bailard, Inc.2,497$210.7K
Healthcare of Ontario Pension Plan Trust Fund1,997$168.5K
Fortis Advisors, LLC1,200$101.3K
Walleye Trading LLC990$83.6K
Ameritas Advisory Services, LLC918$76.8K
TCI Wealth Advisors, Inc.608$51.3K
New Hampshire Trust550$46.4K
Old North State Trust, LLC507$43.0K
Riverview Trust Co500$42.2K
Accel Wealth Management449$37.9K
Cary Street Partners Asset Management LLC441$37.2K
Orion Capital Management LLC375$31.6K
Perkins Coie Trust Co207$17.5K
Steward Financial Group LLC113$9.00K
Milestone Investment Advisors LLC100$8.44K
Schubert & Co53$4.47K
Ten Capital Wealth Advisors, LLC42$3.54K
Global Financial Private Client, LLC37$3.12K
Financial Connections Group, Inc.29$2.00K
Venturi Wealth Management, LLC20$1.69K
Highline Wealth Partners LLC13$1.10K
Syverson Strege & Co8$675
Optiver Holding B.V.5$422
Summit Wealth Group, LLC18,399$0

Not filed for Q2 2023 yet (6)

Institutions that held Otis Worldwide Corp at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTIS in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
HighTower Trust Services, LTA26,993$2.22M
Investment Management of Virginia LLC13,662$1.15M
Parsec Financial Management, Inc.6,429$542.6K
Clear Perspectives Financial Planning, LLC1,231$103.9K
Ahrens Investment Partners LLC541$45.6K
Householder Group Estate & Retirement Specialist, LLC169$14.0K