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 |
|---|---|---|---|---|---|
| Montis Financial, LLC | 2,486 | $221.3K | 0.15% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 2,496 | $222.2K | 0.04% | 00.0% | Unchanged |
| Cullinan Associates Inc | 2,501 | $222.6K | 0.01% | +50+2.0% | Added |
| Charter Oak Capital Management, LLC | 2,510 | $223.4K | 0.03% | −14−0.6% | Reduced |
| Gratus Capital LLC | 2,518 | $224.1K | 0.02% | −36−1.4% | Reduced |
| Centaurus Financial, Inc. | 2,536 | $226.0K | 0.02% | −351−12.2% | Reduced |
| V-Square Quantitative Management LLC | 2,540 | $226.1K | 0.16% | −23−0.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,560 | $227.9K | 0.02% | −61−2.3% | Reduced |
| Institute for Wealth Management, LLC. | 2,575 | $229.2K | 0.04% | −15−0.6% | Reduced |
| Gillespie Robinson & Grimm Inc | 2,582 | $229.8K | 0.02% | −750−22.5% | Reduced |
| Principal Street Partners, LLC | 2,585 | $230.1K | 0.05% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,596 | $231.1K | 0.15% | −315−10.8% | Reduced |
| Sentinel Trust Co Lba | 2,601 | $232.0K | 0.03% | +10.0% | Added |
| Anchor Investment Management, LLC | 2,615 | $232.8K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,622 | $233.4K | 0.02% | +2+0.1% | Added |
| Bellecapital International Ltd. | 2,624 | $233.6K | 0.06% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 2,646 | $235.5K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,647 | $235.6K | 0.03% | +216+8.9% | Added |
| Avantax Planning Partners, Inc. | 2,647 | $235.6K | 0.01% | +88+3.4% | Added |
| Sentry Investment Management LLC | 2,657 | $236.0K | 0.09% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,658 | $236.6K | 0.00% | +2,658 | New |
| Laurel Wealth Advisors LLC | 2,671 | $237.7K | 0.05% | −255−8.7% | Reduced |
| Aveo Capital Partners, LLC | 2,679 | $238.5K | 0.03% | +24+0.9% | Added |
| MSH Capital Advisors LLC | 2,685 | $239.0K | 0.09% | +2,685 | New |
| Change Path, LLC | 2,682 | $239.0K | 0.01% | +168+6.7% | Added |
| First Citizens Bank & Trust Co | 2,694 | $239.8K | 0.00% | −96−3.4% | Reduced |
| D'Orazio & Associates, Inc. | 2,696 | $240.0K | 0.06% | +2,696 | New |
| Prescott Group Capital Management, L.L.C. | 2,700 | $240.0K | 0.05% | 00.0% | Unchanged |
| Farmers Trust Co | 2,700 | $240.3K | 0.05% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,704 | $240.7K | 0.05% | +7+0.3% | Added |
| Focus Financial Network, Inc. | 2,717 | $241.9K | 0.01% | +2,717 | New |
| InterOcean Capital Group, LLC | 2,725 | $242.6K | 0.01% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,736 | $243.6K | 0.05% | −101−3.6% | Reduced |
| Addison Advisors LLC | 2,742 | $244.1K | 0.12% | −20−0.7% | Reduced |
| Adirondack Trust Co | 2,687 | $244.4K | 0.11% | −30−1.1% | Reduced |
| Prospera Financial Services Inc | 2,757 | $245.8K | 0.01% | −18−0.6% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,769 | $246.0K | 0.24% | +4+0.1% | Added |
| Northeast Investment Management | 2,781 | $247.5K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,798 | $249.1K | 0.05% | +7+0.3% | Added |
| Peoples Financial Services Corp. | 2,800 | $249.2K | 0.11% | −1,000−26.3% | Reduced |
| Optimum Investment Advisors | 2,800 | $249.2K | 0.12% | +475+20.4% | Added |
| First Horizon Advisors, Inc. | 2,828 | $251.7K | 0.01% | −74−2.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,848 | $253.5K | 0.00% | +100+3.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,853 | $253.9K | 0.07% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,861 | $255.0K | 0.02% | +333+13.2% | Added |
| Ancora Advisors, LLC | 2,867 | $255.2K | 0.01% | +10.0% | Added |
| Shelton Capital Management | 2,869 | $255.4K | 0.01% | 00.0% | Unchanged |
| Wade G W & Inc | 2,906 | $259.0K | 0.01% | −10.0% | Reduced |
| Essex Savings Bank | 2,910 | $259.0K | 0.09% | +100+3.6% | Added |
| Signature Wealth Management Partners, LLC | 2,910 | $259.0K | 0.24% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,074 | $259.5K | 0.19% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,918 | $259.8K | 0.04% | +10.0% | Added |
| Calamos Wealth Management LLC | 2,919 | $259.8K | 0.02% | +5+0.2% | Added |
| St Germain D J Co Inc | 2,926 | $260.4K | 0.01% | +2,926 | New |
| Court Place Advisors, LLC | 2,930 | $260.8K | 0.09% | −58−1.9% | Reduced |
| Empowered Funds, LLC | 2,950 | $262.6K | 0.01% | +2,950 | New |
| EA Series Trust | 2,950 | $262.6K | 0.01% | +2,950 | New |
| LCM Capital Management Inc | 2,975 | $264.8K | 0.21% | −9−0.3% | Reduced |
| Forbes J M & Co LLP | 2,978 | $265.0K | 0.03% | −5−0.2% | Reduced |
| PFS Investments Inc. | 2,984 | $266.0K | 0.00% | +341+12.9% | Added |
| Systematic Financial Management LP | 3,000 | $267.0K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $267.0K | 0.05% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $267.0K | 0.05% | 00.0% | Unchanged |
| General Partner, Inc. | 3,000 | $267.0K | 0.22% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,000 | $267.0K | 0.00% | +3,000 | New |
| Howland Capital Management LLC | 3,001 | $267.1K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,002 | $267.2K | 0.10% | +97+3.3% | Added |
| LMCG Investments, LLC | 3,006 | $267.6K | 0.02% | −10.0% | Reduced |
| Capstone Investment Advisors, LLC | 3,014 | $268.3K | 0.01% | +1,783+144.8% | Added |
| Middleton & Co Inc | 3,017 | $268.5K | 0.04% | −2,069−40.7% | Reduced |
| New England Capital Financial Advisors LLC | 3,018 | $268.6K | 0.18% | −35−1.1% | Reduced |
| Crestwood Advisors Group LLC | 3,024 | $269.1K | 0.01% | −186−5.8% | Reduced |
| Machina Capital S.A.S. | 3,050 | $271.5K | 0.15% | −4,246−58.2% | Reduced |
| Sky Investment Group LLC | 3,060 | $272.4K | 0.06% | −626−17.0% | Reduced |
| Tiemann Investment Advisors, LLC | 3,099 | $275.8K | 0.14% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,102 | $276.0K | 0.01% | +225+7.8% | Added |
| J. L. Bainbridge & Co., Inc. | 3,112 | $277.0K | 0.03% | +12+0.4% | Added |
| Quadrant Capital Group LLC | 3,119 | $277.6K | 0.03% | −24−0.8% | Reduced |
| Advisory Services Network, LLC | 3,142 | $279.6K | 0.01% | +192+6.5% | Added |
| Institutional & Family Asset Management, LLC | 3,160 | $281.3K | 0.05% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,161 | $281.4K | 0.02% | −150−4.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,169 | $282.1K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,188 | $283.8K | 0.02% | +10.0% | Added |
| Fukoku Mutual Life Insurance Co | 3,191 | $284.0K | 0.03% | −373−10.5% | Reduced |
| First National Trust Co | 3,208 | $285.5K | 0.01% | −129−3.9% | Reduced |
| Verition Fund Management LLC | 3,220 | $286.6K | 0.00% | −51,777−94.1% | Reduced |
| Spinnaker Trust | 3,221 | $286.7K | 0.02% | +365+12.8% | Added |
| Security National Bank | 3,226 | $287.1K | 0.07% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 3,229 | $287.4K | 0.09% | +3,229 | New |
| Webster Bank, N. A. | 3,243 | $288.7K | 0.04% | −61−1.8% | Reduced |
| Boyd Watterson Asset Management LLC | 3,283 | $292.2K | 0.12% | −12−0.4% | Reduced |
| Great Valley Advisor Group, Inc. | 3,285 | $292.4K | 0.01% | −241−6.8% | Reduced |
| Fort, L.P. | 3,311 | $294.7K | 0.78% | −476−12.6% | Reduced |
| Defined Wealth Management, LLC | 3,312 | $294.8K | 0.25% | +2+0.1% | Added |
| Keebeck Alpha, LP | 3,320 | $295.5K | 0.29% | −1,137−25.5% | Reduced |
| Riverwater Partners LLC | 3,327 | $296.1K | 0.26% | +17+0.5% | Added |
| Cape Cod Five Cents Savings Bank | 3,333 | $296.7K | 0.03% | 00.0% | Unchanged |
| Farmers National Bank | 3,395 | $302.2K | 0.10% | −26−0.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,410 | $303.5K | 0.03% | +9+0.3% | Added |
| Papp L Roy & Associates | 3,418 | $304.2K | 0.04% | −917−21.2% | Reduced |