Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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, Q2 2023

Institutional positions in Otis Worldwide Corp as of Jun 30, 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: 1,124; +29 vs. Q1 2023
Shares held: 358.6M; −41.7M (−10.4%) vs. Q1 2023
Total value: $31.9B; +$1.82B (+6.1%) vs. Q1 2023
New holders: 94; 334 more added
Sold out: 65; 445 more reduced

6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,124 institutions

Value heldQ2 2023: $31.9B

Institutions holding OTIS and their total value by quarter
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, Q2 2023

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2023.

Institutions holding OTIS in Q2 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
HBC Financial Services, PLLC	7	$0	0.00%	00.0%	Unchanged
Pittenger & Anderson Inc	1	$90	0.00%	−20−95.2%	Reduced
Tfo-TDC, LLC	2	$178	0.00%	00.0%	Unchanged
PSI Advisors, LLC	2	$178	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	2	$186	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	5	$446	0.00%	00.0%	Unchanged
Rise Advisors, LLC	7	$650	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	8	$713	0.00%	00.0%	Unchanged
New Millennium Group LLC	9	$801	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	11	$979	0.00%	00.0%	Unchanged
Benjamin Edwards Inc	6	$1.00K	0.00%	00.0%	Unchanged
Guardian Wealth Management, Inc.	12	$1.10K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	14	$1.25K	0.00%	−29−67.4%	Reduced
Arlington Partners LLC	14	$1.25K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	14	$1.25K	0.00%	00.0%	Unchanged
Ridgewood Investments LLC	14	$1.25K	0.00%	00.0%	Unchanged
Chilton Capital Management LLC	15	$1.34K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	15	$1.34K	0.00%	00.0%	Unchanged
ICA Group Wealth Management, LLC	18	$1.60K	0.00%	−3−14.3%	Reduced
First Capital Advisors Group, LLC.	18	$1.60K	0.00%	+18	New
TD Capital Management LLC	20	$1.78K	0.00%	00.0%	Unchanged
Intrepid Capital Management Inc	20	$1.78K	0.00%	+20	New
Valley National Advisers Inc	20	$2.00K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	23	$2.00K	0.00%	00.0%	Unchanged
Avion Wealth	30	$2.00K	0.00%	+30	New
Twin Lakes Capital Management, LLC	23	$2.04K	0.00%	00.0%	Unchanged
Northwest Capital Management Inc	23	$2.05K	0.00%	+23	New
Pacific Center for Financial Services	25	$2.23K	0.00%	00.0%	Unchanged
PFS Partners, LLC	26	$2.30K	0.00%	00.0%	Unchanged
Financial Freedom, LLC	27	$2.42K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	28	$2.49K	0.00%	+28	New
True Wealth Design, LLC	33	$2.94K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	40	$3.52K	0.00%	+1+2.6%	Added
SOA Wealth Advisors, LLC.	40	$3.56K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	45	$4.00K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	45	$4.01K	0.00%	−71−61.2%	Reduced
Hoey Investments, Inc	46	$4.09K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	50	$4.45K	0.00%	−6−10.7%	Reduced
Sunbelt Securities, Inc.	52	$4.63K	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	54	$4.84K	0.00%	+54	New
Harel Insurance Investments & Financial Services Ltd.	55	$5.00K	0.00%	00.0%	Unchanged
Tower View Investment Management & Research LLC	57	$5.00K	0.00%	+57	New
Granite FO LLC	57	$5.07K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	60	$5.34K	0.00%	−3−4.8%	Reduced
Newbridge Financial Services Group, Inc.	64	$5.70K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	67	$5.96K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	69	$6.14K	0.00%	−1,150−94.3%	Reduced
Marquette Asset Management, LLC	69	$6.14K	0.00%	+51+283.3%	Added
Halpern Financial, Inc.	73	$6.45K	0.00%	+73	New
Mine & Arao Wealth Creation & Management, LLC.	75	$6.68K	0.00%	00.0%	Unchanged
Abound Wealth Management	77	$6.87K	0.00%	+10+14.9%	Added
ORG Partners LLC	75	$7.00K	0.00%	+75	New
Focused Wealth Management, Inc	83	$7.43K	0.00%	00.0%	Unchanged
WealthPLAN Partners, LLC	85	$7.57K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	85	$7.57K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	87	$7.74K	0.00%	+8+10.1%	Added
Tradition Wealth Management, LLC	88	$8.00K	0.00%	+13+17.3%	Added
Tyler-Stone Wealth Management	86	$8.00K	0.00%	+86	New
Baker Avenue Asset Management, LP	97	$8.63K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	98	$8.76K	0.00%	00.0%	Unchanged
First Personal Financial Services	100	$8.90K	0.00%	00.0%	Unchanged
Albion Financial Group	100	$8.90K	0.00%	+100	New
First PREMIER Bank	100	$9.00K	0.00%	00.0%	Unchanged
West Tower Group, LLC	103	$9.17K	0.01%	+103	New
Disciplined Investments, LLC	104	$9.26K	0.00%	−403−79.5%	Reduced
First Eagle Investment Management, LLC	106	$9.44K	0.00%	00.0%	Unchanged
Quarry LP	106	$9.44K	0.01%	+106	New
CGC Financial Services, LLC	110	$9.79K	0.01%	+110	New
DecisionPoint Financial, LLC	110	$9.79K	0.01%	00.0%	Unchanged
PrairieView Partners, LLC	113	$10.0K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	116	$10.0K	0.01%	+1+0.9%	Added
1832 Asset Management L.P.	117	$10.4K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	118	$10.5K	0.01%	00.0%	Unchanged
Lumature Wealth Partners, LLC	121	$10.8K	0.01%	00.0%	Unchanged
Financial Management Professionals, Inc.	119	$11.0K	0.00%	−13−9.8%	Reduced
Tortoise Investment Management, LLC	125	$11.1K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	150	$11.9K	0.01%	00.0%	Unchanged
IAG Wealth Partners, LLC	136	$12.1K	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	142	$12.6K	0.00%	00.0%	Unchanged
FSC Wealth Advisors, LLC	144	$12.8K	0.01%	00.0%	Unchanged
Endurance Wealth Management, Inc.	150	$13.0K	0.00%	−55−26.8%	Reduced
Coppell Advisory Solutions LLC	150	$13.3K	0.00%	+150	New
Westside Investment Management, Inc.	150	$13.4K	0.00%	−26−14.8%	Reduced
Annapolis Financial Services, LLC	150	$13.4K	0.00%	00.0%	Unchanged
Tompkins Financial Corp	152	$13.5K	0.00%	00.0%	Unchanged
Johnson Financial Group, Inc.	153	$13.6K	0.00%	−100−39.5%	Reduced
GW&K Investment Management, LLC	154	$14.0K	0.00%	+154	New
JJJ Advisors Inc.	158	$14.1K	0.00%	00.0%	Unchanged
Level Financial Advisors, Inc.	160	$14.2K	0.01%	00.0%	Unchanged
Tanglewood Legacy Advisors, LLC	167	$14.9K	0.01%	00.0%	Unchanged
Versant Capital Management, Inc	167	$14.9K	0.00%	+4+2.5%	Added
TSFG, LLC	163	$15.0K	0.01%	+163	New
MCF Advisors LLC	171	$15.2K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	172	$15.3K	0.00%	00.0%	Unchanged
West Oak Capital, LLC	175	$15.6K	0.01%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	176	$15.7K	0.00%	00.0%	Unchanged
Financial Perspectives, Inc	180	$16.0K	0.01%	00.0%	Unchanged
Clean Yield Group	181	$16.1K	0.01%	00.0%	Unchanged
Hall Laurie J Trustee	189	$17.0K	0.01%	00.0%	Unchanged
Sound Income Strategies, LLC	196	$17.4K	0.00%	−79−28.7%	Reduced