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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 822 | $73.2K | 0.01% | −1−0.1% | Reduced |
| Glassman Wealth Services | 825 | $73.4K | 0.01% | −60−6.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 822 | $74.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 833 | $74.1K | 0.04% | −218−20.7% | Reduced |
| Acima Private Wealth, LLC | 834 | $74.2K | 0.04% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 863 | $76.8K | 0.02% | +863 | New |
| Atlantic Trust, LLC | 878 | $78.2K | 0.03% | −99−10.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 882 | $78.5K | 0.04% | +33+3.9% | Added |
| Leonteq Securities AG | 900 | $80.1K | 0.01% | −959−51.6% | Reduced |
| RFP Financial Group LLC | 908 | $80.8K | 0.03% | +800+740.7% | Added |
| Dividend Assets Capital, LLC | 917 | $82.0K | 0.02% | −4,113−81.8% | Reduced |
| FinTrust Capital Advisors, LLC | 1,069 | $83.7K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 942 | $83.8K | 0.05% | +439+87.3% | Added |
| Hanson & Doremus Investment Management | 947 | $84.0K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 947 | $84.3K | 0.06% | +525+124.4% | Added |
| Global Retirement Partners, LLC | 951 | $84.7K | 0.00% | −4−0.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 962 | $85.6K | 0.08% | −4−0.4% | Reduced |
| Eagle Bay Advisors LLC | 967 | $86.1K | 0.05% | −33−3.3% | Reduced |
| Paladin Advisory Group, LLC | 980 | $87.2K | 0.07% | +2+0.2% | Added |
| IFP Advisors, Inc | 2,020 | $91.4K | 0.00% | +218+12.1% | Added |
| Cherry Tree Wealth Management, LLC | 1,029 | $91.6K | 0.03% | +1,029 | New |
| Parkside Financial Bank & Trust | 1,036 | $92.2K | 0.02% | −97−8.6% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,041 | $92.7K | 0.06% | +1,041 | New |
| MV Capital Management, Inc. | 1,047 | $93.2K | 0.01% | −1−0.1% | Reduced |
| Ulland Investment Advisors, LLC | 1,071 | $95.0K | 0.10% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,071 | $95.3K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,087 | $96.8K | 0.03% | +623+134.3% | Added |
| Chesapeake Asset Management LLC | 1,097 | $97.6K | 0.09% | −206−15.8% | Reduced |
| Crewe Advisors LLC | 1,132 | $100.8K | 0.01% | +5+0.4% | Added |
| City State Bank | 1,134 | $101.0K | 0.05% | −9−0.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,133 | $101.0K | 0.08% | +142+14.3% | Added |
| Kessler Investment Group, LLC | 1,171 | $104.2K | 0.07% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,182 | $105.2K | 0.00% | −14,211−92.3% | Reduced |
| Ci Investments Inc. | 1,190 | $106.0K | 0.00% | +87+7.9% | Added |
| Alta Advisers Ltd | 1,200 | $106.8K | 0.06% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,207 | $107.4K | 0.09% | −12−1.0% | Reduced |
| Mather Group, LLC. | 1,231 | $109.6K | 0.00% | +1,231 | New |
| AllSquare Wealth Management LLC | 1,350 | $109.7K | 0.07% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,233 | $109.7K | 0.01% | +119+10.7% | Added |
| Quent Capital, LLC | 1,261 | $112.2K | 0.02% | −31−2.4% | Reduced |
| Stephenson National Bank & Trust | 1,261 | $112.2K | 0.06% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,305 | $116.2K | 0.13% | −25−1.9% | Reduced |
| Baldwin Brothers Inc | 1,330 | $118.4K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,347 | $119.9K | 0.02% | −300−18.2% | Reduced |
| Horan Securities, Inc. | 1,360 | $121.0K | 0.05% | +402+42.0% | Added |
| Atlas Capital Advisors LLC | 1,364 | $121.4K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,370 | $121.9K | 0.06% | +1,370 | New |
| Foster Dykema Cabot & Co Inc | 1,462 | $130.0K | 0.02% | +144+10.9% | Added |
| Thomas White International Ltd | 1,484 | $132.1K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,499 | $133.4K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,523 | $135.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,538 | $137.0K | 0.09% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,541 | $137.2K | 0.01% | +10+0.7% | Added |
| Bank of New Hampshire | 1,565 | $139.3K | 0.04% | 00.0% | Unchanged |
| Prostatis Group LLC | 139,835 | $139.8K | 0.07% | +139,835 | New |
| Bangor Savings Bank | 1,577 | $140.4K | 0.02% | −65−4.0% | Reduced |
| Citizens National Bank Trust Department | 1,625 | $144.6K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,642 | $146.2K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,694 | $150.8K | 0.01% | +64+3.9% | Added |
| Proequities, Inc. | 1,782 | $158.6K | 0.01% | +103+6.1% | Added |
| Smithfield Trust Co | 1,811 | $161.0K | 0.01% | −28−1.5% | Reduced |
| Wellington Shields & Co., LLC | 1,914 | $170.4K | 0.04% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,931 | $171.9K | 0.08% | 00.0% | Unchanged |
| Colonial Trust Co | 1,976 | $175.9K | 0.04% | +170+9.4% | Added |
| Headlands Technologies LLC | 2,054 | $182.8K | 0.06% | +2,054 | New |
| Grove Bank & Trust | 2,073 | $184.5K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,078 | $185.0K | 0.03% | −253−10.9% | Reduced |
| First Financial Corp | 2,082 | $185.3K | 0.12% | −56−2.6% | Reduced |
| EverSource Wealth Advisors, LLC | 2,113 | $188.1K | 0.02% | −8−0.4% | Reduced |
| Arrow Financial Corp | 2,171 | $193.2K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,228 | $198.3K | 0.08% | +48+2.2% | Added |
| Logan Capital Management Inc | 2,255 | $200.7K | 0.01% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 2,259 | $201.0K | 0.09% | +2,259 | New |
| First Affirmative Financial Network | 2,266 | $201.7K | 0.20% | +2,266 | New |
| Conning Inc. | 2,270 | $202.1K | 0.01% | −200−8.1% | Reduced |
| Silicon Valley Capital Partners | 2,272 | $202.2K | 0.04% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,273 | $202.3K | 0.01% | +2,273 | New |
| Mairs & Power Inc | 2,276 | $202.6K | 0.00% | −200−8.1% | Reduced |
| GTS Securities LLC | 2,285 | $203.4K | 0.01% | +2,285 | New |
| Cassaday & Co Wealth Management LLC | 2,287 | $203.6K | 0.01% | +2,287 | New |
| U.S. Capital Wealth Advisors, LLC | 2,290 | $203.8K | 0.01% | +2,290 | New |
| Foundations Investment Advisors, LLC | 2,296 | $204.3K | 0.01% | +2,296 | New |
| Gateway Wealth Partners, LLC | 2,301 | $204.8K | 0.04% | +2,301 | New |
| Equitable Holdings, Inc. | 2,312 | $205.8K | 0.00% | +2,312 | New |
| Advisor OS, LLC | 2,315 | $206.1K | 0.03% | +2,315 | New |
| Center For Asset Management LLC | 2,334 | $207.7K | 0.20% | +2,334 | New |
| Sentry LLC | 2,335 | $207.8K | 0.05% | +2,335 | New |
| Atlas Private Wealth Management | 2,366 | $210.6K | 0.11% | +2,366 | New |
| Schonfeld Strategic Advisors LLC | 2,380 | $211.8K | 0.00% | +2,380 | New |
| Capital Planning Advisors, LLC | 2,383 | $212.1K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,389 | $212.6K | 0.03% | +2,389 | New |
| Naples Global Advisors, LLC | 2,390 | $212.7K | 0.02% | +2,390 | New |
| Congress Wealth Management LLC | 2,395 | $213.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,385 | $215.0K | 0.02% | −77−3.1% | Reduced |
| Voloridge Investment Management, LLC | 2,430 | $216.3K | 0.00% | −87,998−97.3% | Reduced |
| Founders Capital Management, LLC | 2,450 | $218.1K | 0.05% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 2,458 | $218.8K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,462 | $219.1K | 0.01% | +24+1.0% | Added |
| Archer Investment Corp | 2,263 | $219.3K | 0.08% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,480 | $220.7K | 0.01% | +2,480 | New |