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 |
|---|---|---|---|---|---|
| Bard Financial Services, Inc. | 3,420 | $304.4K | 0.02% | −125−3.5% | Reduced |
| MEMBERS Trust Co | 3,433 | $305.6K | 0.01% | +3,433 | New |
| Forum Financial Management, LP | 3,476 | $309.4K | 0.01% | +427+14.0% | Added |
| NewEdge Wealth, LLC | 3,495 | $311.1K | 0.01% | +3,495 | New |
| Siemens Fonds Invest GmbH | 3,513 | $311.2K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,503 | $311.8K | 0.01% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,504 | $311.9K | 0.01% | −653−15.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,545 | $315.5K | 0.04% | −50−1.4% | Reduced |
| Bell Investment Advisors, Inc | 3,552 | $316.2K | 0.07% | −11−0.3% | Reduced |
| Prelude Capital Management, LLC | 3,579 | $318.6K | 0.03% | −853−19.2% | Reduced |
| South State Corp. | 3,600 | $320.4K | 0.03% | −135−3.6% | Reduced |
| Washington Trust Advisors, Inc. | 3,615 | $321.8K | 0.03% | 00.0% | Unchanged |
| Fruth Investment Management | 3,628 | $322.0K | 0.09% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,620 | $322.3K | 0.03% | −669−15.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,667 | $326.4K | 0.05% | −160−4.2% | Reduced |
| McDonald Partners LLC | 3,670 | $326.6K | 0.10% | −301−7.6% | Reduced |
| City Holding Co | 3,683 | $327.8K | 0.06% | −127−3.3% | Reduced |
| Enterprise Financial Services Corp | 3,685 | $328.0K | 0.21% | −122−3.2% | Reduced |
| Stock Yards Bank & Trust Co | 3,697 | $329.1K | 0.01% | 00.0% | Unchanged |
| NTV Asset Management LLC | 3,701 | $329.4K | 0.06% | −242−6.1% | Reduced |
| Allworth Financial LP | 3,724 | $331.5K | 0.00% | −107−2.8% | Reduced |
| Northwest Bancshares, Inc. | 3,738 | $332.7K | 0.06% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 3,741 | $333.0K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 3,789 | $337.3K | 0.03% | −994−20.8% | Reduced |
| Colonial Trust Advisors | 3,790 | $337.3K | 0.04% | −120−3.1% | Reduced |
| Financial Advisory Group | 3,805 | $338.7K | 0.07% | −150−3.8% | Reduced |
| Intrua Financial, LLC | 3,825 | $340.4K | 0.06% | +991+35.0% | Added |
| Patten & Patten Inc | 3,843 | $342.1K | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,844 | $342.2K | 0.08% | −17−0.4% | Reduced |
| Fulton Bank, N.A. | 3,865 | $344.0K | 0.02% | −58−1.5% | Reduced |
| Resonant Capital Advisors, LLC | 3,867 | $344.2K | 0.04% | +12+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 3,896 | $346.8K | 0.05% | −418−9.7% | Reduced |
| Graypoint LLC | 3,914 | $348.4K | 0.03% | −629−13.8% | Reduced |
| GYL Financial Synergies, LLC | 3,914 | $348.4K | 0.03% | −160−3.9% | Reduced |
| Concentric Wealth Management, LLC | 3,927 | $349.5K | 0.11% | −150−3.7% | Reduced |
| Chemung Canal Trust Co | 3,928 | $349.6K | 0.08% | −411−9.5% | Reduced |
| Segall Bryant & Hamill, LLC | 3,971 | $353.5K | 0.00% | −584−12.8% | Reduced |
| Aberdeen Wealth Management LLC | 3,974 | $353.7K | 0.26% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,025 | $358.3K | 0.03% | +200+5.2% | Added |
| Donaldson Capital Management, LLC | 4,046 | $360.1K | 0.02% | −381−8.6% | Reduced |
| Sigma Planning Corp | 4,048 | $360.3K | 0.01% | −450−10.0% | Reduced |
| Perpetual Ltd | 4,057 | $361.1K | 0.00% | −12,835−76.0% | Reduced |
| EP Wealth Advisors, LLC | 11,022 | $362.6K | 0.01% | +9,846+837.2% | Added |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $363.7K | 0.10% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,098 | $364.8K | 0.04% | −285−6.5% | Reduced |
| Fortune Financial Advisors, LLC | 4,101 | $365.1K | 0.27% | +4,101 | New |
| Shakespeare Wealth Management, Inc. | 4,151 | $369.5K | 0.13% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 4,159 | $370.2K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,179 | $372.0K | 0.02% | +43+1.0% | Added |
| Tucker Asset Management LLC | 4,190 | $373.0K | 0.11% | 00.0% | Unchanged |
| Everett Harris & Co | 4,219 | $375.5K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,240 | $377.4K | 0.03% | +147+3.6% | Added |
| Boston Trust Walden Corp | 4,248 | $378.1K | 0.00% | 00.0% | Unchanged |
| Invesco, LLC | 4,251 | $378.4K | 0.19% | +4,251 | New |
| First Western Trust Bank | 4,259 | $379.1K | 0.02% | −20.0% | Reduced |
| Rothschild Investment Corp | 4,266 | $380.0K | 0.03% | +953+28.8% | Added |
| Flputnam Investment Management Co | 4,272 | $380.3K | 0.01% | +470+12.4% | Added |
| Drexel Morgan & Co. | 4,288 | $381.7K | 0.10% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $382.7K | 0.14% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 4,300 | $382.7K | 0.13% | +4,300 | New |
| Foster & Motley Inc | 4,326 | $385.0K | 0.03% | −348−7.4% | Reduced |
| Washington Trust Co | 4,327 | $385.1K | 0.02% | −175−3.9% | Reduced |
| Ritholtz Wealth Management | 4,328 | $385.2K | 0.02% | +675+18.5% | Added |
| Quantamental Technologies LLC | 4,371 | $389.1K | 0.16% | +4,371 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,382 | $390.0K | 0.02% | −140−3.1% | Reduced |
| Country Club Bank | 4,426 | $392.2K | 0.03% | −185−4.0% | Reduced |
| Wedbush Securities Inc | 4,416 | $393.0K | 0.02% | −54−1.2% | Reduced |
| First City Capital Management, Inc. | 4,430 | $394.3K | 0.23% | −50−1.1% | Reduced |
| Signaturefd, LLC | 4,436 | $394.8K | 0.01% | −100−2.2% | Reduced |
| CX Institutional | 4,450 | $396.1K | 0.02% | +135+3.1% | Added |
| Exencial Wealth Advisors, LLC | 4,465 | $397.4K | 0.02% | −493−9.9% | Reduced |
| Lincoln National Corp | 4,503 | $400.7K | 0.01% | −91−2.0% | Reduced |
| J.W. Cole Advisors, Inc. | 4,512 | $401.6K | 0.03% | −261−5.5% | Reduced |
| Kraematon Investment Advisors, Inc | 4,525 | $402.8K | 0.44% | −312−6.5% | Reduced |
| Wealthspire Advisors, LLC | 4,533 | $403.5K | 0.01% | −18−0.4% | Reduced |
| Beck Mack & Oliver LLC | 4,547 | $404.7K | 0.01% | −25−0.5% | Reduced |
| Waldron Private Wealth LLC | 4,548 | $404.8K | 0.02% | −450−9.0% | Reduced |
| TownSquare Capital, LLC | 4,553 | $405.2K | 0.01% | +266+6.2% | Added |
| AustralianSuper Pty Ltd | 4,557 | $405.6K | 0.00% | −268,346−98.3% | Reduced |
| Apollon Wealth Management, LLC | 4,574 | $407.1K | 0.02% | −671−12.8% | Reduced |
| Pointe Capital Management LLC | 4,576 | $407.3K | 0.31% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,589 | $408.5K | 0.01% | +455+11.0% | Added |
| Pitcairn Co | 4,633 | $412.4K | 0.03% | −204−4.2% | Reduced |
| Compagnie Lombard Odier SCmA | 4,655 | $414.3K | 0.01% | +2,230+92.0% | Added |
| Quintet Private Bank (Europe) S.A. | 4,680 | $414.7K | 0.02% | +2,861+157.3% | Added |
| Schechter Investment Advisors, LLC | 4,678 | $416.4K | 0.04% | −740−13.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,680 | $416.6K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4,740 | $420.0K | 0.01% | +2,528+114.3% | Added |
| Valeo Financial Advisors, LLC | 4,737 | $421.6K | 0.02% | +315+7.1% | Added |
| SeaCrest Wealth Management, LLC | 4,740 | $421.9K | 0.05% | +11+0.2% | Added |
| Federated Hermes, Inc. | 4,746 | $422.4K | 0.00% | −2,456−34.1% | Reduced |
| GHP Investment Advisors, Inc. | 4,844 | $423.4K | 0.02% | −699−12.6% | Reduced |
| TD Waterhouse Canada Inc. | 4,730 | $424.4K | 0.00% | −290−5.8% | Reduced |
| Trust Co of Virginia | 4,771 | $424.7K | 0.05% | −120−2.5% | Reduced |
| Verdence Capital Advisors LLC | 4,784 | $425.9K | 0.05% | +254+5.6% | Added |
| Charter Trust Co | 4,786 | $426.0K | 0.03% | −230−4.6% | Reduced |
| Profund Advisors LLC | 4,808 | $428.0K | 0.02% | +375+8.5% | Added |
| Ballentine Partners, LLC | 4,809 | $428.0K | 0.01% | +279+6.2% | Added |
| Excalibur Management Corp | 4,823 | $429.3K | 0.22% | −172−3.4% | Reduced |
| Tower Bridge Advisors | 4,851 | $431.8K | 0.04% | −1,707−26.0% | Reduced |