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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Earnest Partners LLC | 196 | $17.4K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 199 | $17.7K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $17.8K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 207 | $18.4K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 207 | $18.4K | 0.00% | +207 | New |
| Hexagon Capital Partners LLC | 211 | $18.8K | 0.00% | −51−19.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 208 | $19.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 222 | $20.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 225 | $20.0K | 0.01% | −41−15.4% | Reduced |
| Operose Advisors LLC | 225 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $20.5K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 227 | $20.5K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 232 | $20.7K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 234 | $20.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 236 | $21.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 237 | $21.1K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 247 | $22.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 245 | $22.0K | 0.01% | −2−0.8% | Reduced |
| Osterweis Capital Management Inc | 250 | $22.3K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $22.3K | 0.01% | +250 | New |
| Moisand Fitzgerald Tamayo, LLC | 261 | $23.2K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 262 | $23.3K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 264 | $23.5K | 0.01% | +1+0.4% | Added |
| Glen Eagle Advisors, LLC | 275 | $24.5K | 0.01% | −15−5.2% | Reduced |
| Fiduciary Alliance LLC | 284 | $25.3K | 0.01% | +284 | New |
| Nemes Rush Group LLC | 291 | $25.9K | 0.00% | +291 | New |
| Strengthening Families & Communities, LLC | 296 | $26.0K | 0.01% | +285+2,590.9% | Added |
| First National Bank of South Miami | 300 | $26.7K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 302 | $26.9K | 0.00% | +144+91.1% | Added |
| Assetmark, Inc | 307 | $27.3K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 316 | $28.1K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 324 | $28.8K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 325 | $28.9K | 0.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 335 | $29.8K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 338 | $30.1K | 0.00% | −51−13.1% | Reduced |
| BerganKDV Wealth Management, LLC | 344 | $30.6K | 0.00% | −146−29.8% | Reduced |
| Front Row Advisors LLC | 351 | $31.0K | 0.01% | −1−0.3% | Reduced |
| Bray Capital Advisors | 350 | $31.2K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 350 | $31.2K | 0.02% | 00.0% | Unchanged |
| Motco | 366 | $32.6K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 370 | $32.9K | 0.01% | −9−2.4% | Reduced |
| Hantz Financial Services, Inc. | 374 | $33.0K | 0.00% | −10−2.6% | Reduced |
| Pinnacle Financial Partners Inc | 372 | $33.1K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 379 | $33.7K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 386 | $34.4K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 393 | $35.0K | 0.05% | −37−8.6% | Reduced |
| Harvest Fund Management Co., Ltd | 393 | $35.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 394 | $35.1K | 0.00% | +205+108.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 394 | $35.1K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $35.6K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 401 | $36.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 405 | $36.0K | 0.00% | +46+12.8% | Added |
| Northwest Investment Counselors, LLC | 405 | $36.1K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 406 | $36.1K | 0.01% | −114−21.9% | Reduced |
| Farther Finance Advisors, LLC | 407 | $36.2K | 0.01% | +38+10.3% | Added |
| SRS Capital Advisors, Inc. | 417 | $37.1K | 0.00% | +1+0.2% | Added |
| Union Savings Bank | 411 | $37.4K | 0.02% | +411 | New |
| Sutton Wealth Advisors Inc. | 430 | $38.3K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 453 | $40.3K | 0.00% | −149−24.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 456 | $40.6K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 460 | $41.0K | 0.01% | +148+47.4% | Added |
| First Command Bank | 478 | $42.5K | 0.00% | +30+6.7% | Added |
| First Command Financial Services, Inc. | 478 | $42.5K | 0.00% | +30+6.7% | Added |
| Oakworth Capital, Inc. | 486 | $43.3K | 0.00% | +100+25.9% | Added |
| Options Solutions, LLC | 500 | $44.5K | 0.04% | +500 | New |
| Ronald Blue Trust, Inc. | 532 | $45.0K | 0.00% | −1,806−77.2% | Reduced |
| Cornerstone Planning Group LLC | 515 | $45.8K | 0.02% | +515 | New |
| Capital Advisors, Ltd. LLC | 520 | $46.0K | 0.01% | +336+182.6% | Added |
| Stonebridge Capital Advisors LLC | 527 | $46.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 539 | $48.0K | 0.02% | −274−33.7% | Reduced |
| Independence Bank of Kentucky | 551 | $49.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 558 | $49.7K | 0.01% | −40−6.7% | Reduced |
| Aspire Private Capital, LLC | 559 | $49.8K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 561 | $49.9K | 0.01% | +250+80.4% | Added |
| Capital Analysts, LLC | 566 | $50.0K | 0.00% | +6+1.1% | Added |
| Wellington Shields Capital Management, LLC | 566 | $50.4K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 566 | $50.4K | 0.01% | −23−3.9% | Reduced |
| Pinnacle Bancorp, Inc. | 572 | $50.9K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 575 | $51.2K | 0.03% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 587 | $52.3K | 0.03% | +587 | New |
| Edmond de Rothschild Holding S.A. | 599 | $53.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 602 | $53.6K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 603 | $53.6K | 0.02% | +3+0.5% | Added |
| Mascoma Wealth Management LLC | 625 | $55.6K | 0.02% | −800−56.1% | Reduced |
| JFS Wealth Advisors, LLC | 654 | $58.3K | 0.01% | −17−2.5% | Reduced |
| Baystate Wealth Management LLC | 676 | $60.2K | 0.00% | +25+3.8% | Added |
| First Community Trust NA | 682 | $60.7K | 0.07% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 682 | $60.7K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 700 | $62.3K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 712 | $63.4K | 0.04% | −197−21.7% | Reduced |
| Bellevue Asset Management, LLC | 716 | $63.7K | 0.04% | 00.0% | Unchanged |
| Oakmont Corp | 722 | $64.3K | 0.01% | −47−6.1% | Reduced |
| Carolinas Wealth Consulting LLC | 3,970 | $64.9K | 0.01% | −6−0.2% | Reduced |
| M&R Capital Management Inc | 759 | $67.6K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 777 | $69.1K | 0.00% | −116−13.0% | Reduced |
| Covestor Ltd | 785 | $70.0K | 0.05% | +8+1.0% | Added |
| Register Financial Advisors LLC | 800 | $71.2K | 0.05% | +150+23.1% | Added |
| Veritas Investment Partners (UK) Ltd. | 800 | $71.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 802 | $71.4K | 0.01% | +20+2.6% | Added |
| Center for Financial Planning, Inc. | 820 | $73.0K | 0.02% | 00.0% | Unchanged |