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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 4,854 | $432.0K | 0.03% | +991+25.7% | Added |
| Symmetry Partners, LLC | 4,892 | $435.0K | 0.02% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 4,928 | $438.6K | 0.06% | −10,945−69.0% | Reduced |
| Checchi Capital Advisers, LLC | 4,931 | $438.9K | 0.04% | +318+6.9% | Added |
| DFPG Investments, LLC | 5,016 | $441.8K | 0.04% | +317+6.7% | Added |
| 1st Source Bank | 4,994 | $444.5K | 0.03% | +16+0.3% | Added |
| Choate Investment Advisors | 4,996 | $444.7K | 0.02% | −23−0.5% | Reduced |
| Gifford Fong Associates | 5,000 | $445.0K | 0.10% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 4,999 | $445.0K | 0.07% | +4,999 | New |
| Kingsview Wealth Management, LLC | 5,002 | $445.2K | 0.02% | +131+2.7% | Added |
| Cambridge Trust Co | 5,027 | $447.5K | 0.02% | −64−1.3% | Reduced |
| Cigna Investments Inc | 5,041 | $448.0K | 0.08% | 00.0% | Unchanged |
| Caldwell Trust Co | 5,042 | $448.8K | 0.06% | −65−1.3% | Reduced |
| Shayne & Co., LLC | 5,088 | $452.9K | 0.23% | 00.0% | Unchanged |
| Dover Advisors, LLC | 5,101 | $454.0K | 0.40% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 5,142 | $457.7K | 0.22% | −521−9.2% | Reduced |
| State of Wyoming | 5,179 | $461.0K | 0.13% | +1,425+38.0% | Added |
| Bull Street Advisors, LLC | 5,180 | $461.0K | 0.24% | −17−0.3% | Reduced |
| Lindbrook Capital, LLC | 5,181 | $461.2K | 0.05% | −193−3.6% | Reduced |
| Aull & Monroe Investment Management Corp | 5,194 | $462.3K | 0.23% | −12−0.2% | Reduced |
| Grimes & Company, Inc. | 5,226 | $465.2K | 0.02% | +20.0% | Added |
| Agf Management Ltd | 5,247 | $467.0K | 0.00% | −322−5.8% | Reduced |
| National Asset Management, Inc. | 5,313 | $472.9K | 0.01% | −516−8.9% | Reduced |
| Mutual Advisors, LLC | 5,332 | $474.6K | 0.02% | −169−3.1% | Reduced |
| Busey Wealth Management | 5,332 | $474.6K | 0.02% | +501+10.4% | Added |
| Fund Management at Engine No. 1 LLC | 5,383 | $479.1K | 0.09% | +350+7.0% | Added |
| SYSTM Wealth Solutions LLC | 5,386 | $479.4K | 0.06% | +839+18.5% | Added |
| Bryn Mawr Trust Co | 5,395 | $480.0K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,411 | $481.6K | 0.04% | +1,950+56.3% | Added |
| ICW Investment Advisors LLC | 5,423 | $482.7K | 0.26% | +428+8.6% | Added |
| Freestone Capital Holdings, LLC | 5,447 | $484.8K | 0.02% | +110+2.1% | Added |
| Umb Bank N A | 5,455 | $485.5K | 0.01% | −250−4.4% | Reduced |
| Venture Visionary Partners LLC | 5,480 | $487.9K | 0.03% | −2,739−33.3% | Reduced |
| Schnieders Capital Management LLC | 5,522 | $491.5K | 0.10% | 00.0% | Unchanged |
| Headinvest, LLC | 5,638 | $492.8K | 0.11% | −762−11.9% | Reduced |
| Forte Capital LLC | 5,547 | $493.7K | 0.07% | −440−7.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,577 | $496.4K | 0.02% | −806−12.6% | Reduced |
| GWM Advisors LLC | 5,582 | $496.8K | 0.01% | +316+6.0% | Added |
| Meeder Advisory Services, Inc. | 5,582 | $496.9K | 0.05% | +378+7.3% | Added |
| Boston Private Wealth LLC | 5,591 | $497.6K | 0.01% | −549−8.9% | Reduced |
| Atria Wealth Solutions, Inc. | 5,617 | $500.0K | 0.01% | −453−7.5% | Reduced |
| Montag A & Associates Inc | 5,717 | $508.9K | 0.03% | −117−2.0% | Reduced |
| Investment Advisory Services Inc | 5,723 | $509.4K | 0.22% | +10.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 5,844 | $520.2K | 0.02% | +253+4.5% | Added |
| RSM US Wealth Management LLC | 5,853 | $521.0K | 0.02% | −65−1.1% | Reduced |
| Soltis Investment Advisors LLC | 5,890 | $524.3K | 0.06% | +23+0.4% | Added |
| Dark Forest Capital Management LP | 5,910 | $526.0K | 0.05% | +5,910 | New |
| Ergoteles LLC | 5,922 | $527.1K | 0.03% | +5,922 | New |
| Lido Advisors, LLC | 5,930 | $527.9K | 0.01% | +617+11.6% | Added |
| Garrison Point Advisors, LLC | 5,931 | $527.9K | 0.38% | 00.0% | Unchanged |
| Wendell David Associates Inc | 5,927 | $528.0K | 0.06% | −50−0.8% | Reduced |
| Old National Bancorp | 5,945 | $529.2K | 0.02% | −1,639−21.6% | Reduced |
| Ahl Investment Management, Inc. | 5,952 | $529.8K | 0.47% | −92−1.5% | Reduced |
| Stratos Wealth Partners, LTD. | 5,974 | $531.8K | 0.01% | −525−8.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 6,011 | $532.7K | 0.02% | −159−2.6% | Reduced |
| Stephens Inc | 5,990 | $533.2K | 0.01% | +357+6.3% | Added |
| Credit Agricole S A | 6,008 | $534.8K | 0.02% | +1,200+25.0% | Added |
| NorthCrest Asset Manangement, LLC | 6,017 | $535.6K | 0.02% | −202−3.2% | Reduced |
| Meridian Management Co | 6,050 | $538.5K | 0.17% | +16+0.3% | Added |
| Thornburg Investment Management Inc | 6,060 | $539.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,086 | $541.8K | 0.04% | +229+3.9% | Added |
| ISAM Funds (UK) Ltd | 6,150 | $547.4K | 0.49% | +6,150 | New |
| Means Investment Co., Inc. | 6,187 | $550.7K | 0.09% | +10.0% | Added |
| Holderness Investments Co | 6,205 | $552.3K | 0.20% | +77+1.3% | Added |
| Wetherby Asset Management Inc | 6,217 | $553.3K | 0.03% | −70−1.1% | Reduced |
| Horizon Investments, LLC | 6,331 | $563.5K | 0.02% | +751+13.5% | Added |
| Allred Capital Management, LLC | 6,349 | $565.1K | 0.28% | −248−3.8% | Reduced |
| Auto-Owners Insurance Co | 6,393 | $569.0K | 0.02% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 6,425 | $571.9K | 0.19% | +245+4.0% | Added |
| Security National Bank of Sioux City Iowa | 6,471 | $576.0K | 0.43% | +6,471 | New |
| Lafayette Investments, Inc. | 6,499 | $578.5K | 0.15% | +386+6.3% | Added |
| Wedmont Private Capital | 6,572 | $583.1K | 0.06% | +263+4.2% | Added |
| Dynamic Technology Lab Private Ltd | 6,608 | $588.0K | 0.07% | +6,608 | New |
| HB Wealth Management, LLC | 6,622 | $589.4K | 0.01% | −14−0.2% | Reduced |
| Veriti Management LLC | 6,669 | $593.6K | 0.07% | +1,013+17.9% | Added |
| Waterford Advisors, LLC | 6,690 | $595.0K | 0.29% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 6,765 | $602.0K | 0.03% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 6,768 | $602.4K | 0.14% | −200−2.9% | Reduced |
| Gamco Investors, Inc. Et Al | 6,796 | $604.9K | 0.01% | −8−0.1% | Reduced |
| Amussen Hunsaker Associates LLC | 6,864 | $608.5K | 0.13% | −8−0.1% | Reduced |
| Ascension Asset Management LLC | 6,914 | $615.4K | 0.38% | +6,914 | New |
| Westhampton Capital, LLC | 6,962 | $619.7K | 0.40% | 00.0% | Unchanged |
| Valley Brook Capital Group | 6,977 | $621.0K | 0.57% | 00.0% | Unchanged |
| Chicago Capital, LLC | 6,983 | $621.6K | 0.03% | +103+1.5% | Added |
| ELCO Management Co., LLC | 7,040 | $626.6K | 0.45% | −615−8.0% | Reduced |
| Daymark Wealth Partners, LLC | 7,065 | $628.9K | 0.05% | +3,558+101.5% | Added |
| Zions Bancorporation, N.A. | 7,137 | $635.3K | 0.05% | +3,091+76.4% | Added |
| Simmons Bank | 7,141 | $635.6K | 0.05% | −95−1.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,181 | $639.2K | 0.04% | −58−0.8% | Reduced |
| Ar Asset Management Inc | 7,200 | $641.0K | 0.17% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,247 | $645.1K | 0.02% | +7,247 | New |
| Werlinich Asset Management, LLC | 7,325 | $652.0K | 0.52% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,321 | $652.0K | 0.07% | −160−2.1% | Reduced |
| Optas, LLC | 7,359 | $655.0K | 0.22% | +104+1.4% | Added |
| Hartford Funds Management Co LLC | 7,392 | $658.0K | 0.07% | +803+12.2% | Added |
| Sequoia Financial Advisors, LLC | 7,398 | $658.5K | 0.01% | +3,357+83.1% | Added |
| Philadelphia Trust Co | 7,484 | $666.0K | 0.06% | −95−1.3% | Reduced |
| Curated Wealth Partners LLC | 7,493 | $667.0K | 0.13% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 7,575 | $674.3K | 0.62% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,581 | $674.8K | 0.02% | +209+2.8% | Added |