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 |
|---|---|---|---|---|---|
| Cooper Financial Group | 7,583 | $675.0K | 0.17% | +659+9.5% | Added |
| Baldwin Investment Management, LLC | 7,758 | $690.5K | 0.11% | +500+6.9% | Added |
| Modera Wealth Management, LLC | 7,768 | $691.4K | 0.01% | +7,768 | New |
| Natixis Investment Managers International | 7,920 | $705.0K | 0.05% | −2,805−26.2% | Reduced |
| Central Trust Co | 7,979 | $710.2K | 0.02% | −195−2.4% | Reduced |
| Romano Brothers and Company | 8,011 | $713.1K | 0.11% | −200−2.4% | Reduced |
| Paloma Partners Management Co | 8,016 | $713.5K | 0.16% | +8,016 | New |
| Dumont & Blake Investment Advisors LLC | 8,066 | $718.0K | 0.23% | −69−0.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 8,071 | $718.4K | 0.09% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,179 | $728.0K | 0.03% | +115+1.4% | Added |
| Panagora Asset Management Inc | 8,250 | $734.3K | 0.00% | −106−1.3% | Reduced |
| TBH Global Asset Management, LLC | 8,342 | $742.5K | 0.15% | −8,337−50.0% | Reduced |
| Teza Capital Management LLC | 8,383 | $746.2K | 0.12% | −21,536−72.0% | Reduced |
| Moody National Bank Trust Division | 8,420 | $749.5K | 0.05% | +82+1.0% | Added |
| Field & Main Bank | 8,436 | $750.9K | 0.42% | −207−2.4% | Reduced |
| Caxton Associates LP | 8,501 | $756.7K | 0.11% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 8,505 | $757.0K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 8,533 | $759.5K | 0.01% | −804−8.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,638 | $768.9K | 0.03% | +2,249+35.2% | Added |
| Security National Bank of So Dak | 8,806 | $783.8K | 0.56% | +8,806 | New |
| Glenview Trust Co | 8,838 | $786.7K | 0.02% | −230−2.5% | Reduced |
| Home Federal Bank of Tennessee | 8,871 | $789.6K | 0.28% | −200−2.2% | Reduced |
| Snowden Capital Advisors LLC | 8,916 | $793.6K | 0.03% | −90−1.0% | Reduced |
| Cetera Investment Advisers | 8,937 | $795.5K | 0.01% | −289−3.1% | Reduced |
| Ieq Capital, LLC | 8,999 | $800.9K | 0.02% | −2,647−22.7% | Reduced |
| Holowesko Partners Ltd. | 9,000 | $801.1K | 0.35% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 9,059 | $806.3K | 0.01% | −163−1.8% | Reduced |
| Greenleaf Trust | 9,086 | $808.7K | 0.01% | −243−2.6% | Reduced |
| Ellevest, Inc. | 9,105 | $810.4K | 0.06% | +1,447+18.9% | Added |
| Parallel Advisors, LLC | 9,111 | $811.0K | 0.03% | +256+2.9% | Added |
| Bridges Investment Management Inc | 9,140 | $813.6K | 0.03% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 9,160 | $815.3K | 0.43% | +1,344+17.2% | Added |
| FineMark National Bank & Trust | 9,281 | $826.1K | 0.03% | +804+9.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 9,353 | $832.5K | 0.03% | +9,353 | New |
| Ostrum Asset Management | 9,371 | $834.1K | 0.07% | +8+0.1% | Added |
| MQS Management LLC | 9,375 | $834.5K | 0.57% | +9,375 | New |
| Fractal Investments LLC | 9,400 | $836.7K | 0.19% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,431 | $839.4K | 0.03% | +120+1.3% | Added |
| American National Bank | 9,528 | $848.1K | 0.14% | +8,760+1,140.6% | Added |
| AE Wealth Management LLC | 9,602 | $854.7K | 0.01% | +220+2.3% | Added |
| Johnson Investment Counsel Inc | 9,707 | $864.0K | 0.01% | +991+11.4% | Added |
| Qtron Investments LLC | 9,864 | $878.0K | 0.17% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 9,885 | $879.9K | 0.02% | +295+3.1% | Added |
| Vestcor Inc | 9,886 | $880.0K | 0.03% | −5,091−34.0% | Reduced |
| Pathstone Family Office, LLC | 9,634 | $880.1K | 0.01% | +803+9.1% | Added |
| Amica Retiree Medical Trust | 9,909 | $882.0K | 0.98% | −633−6.0% | Reduced |
| Canal Insurance CO | 10,000 | $891.0K | 0.25% | 00.0% | Unchanged |
| Centiva Capital, LP | 10,213 | $909.1K | 0.05% | +10,213 | New |
| Cypress Capital Group | 10,274 | $914.5K | 0.13% | +277+2.8% | Added |
| First Hawaiian Bank | 10,290 | $915.9K | 0.03% | +64+0.6% | Added |
| Sawtooth Solutions, LLC | 10,416 | $927.2K | 0.03% | +489+4.9% | Added |
| Bleakley Financial Group, LLC | 10,422 | $927.7K | 0.03% | +508+5.1% | Added |
| Beacon Pointe Advisors, LLC | 10,528 | $937.1K | 0.02% | −3,642−25.7% | Reduced |
| TrimTabs Asset Management, LLC | 10,538 | $938.0K | 0.47% | −6,947−39.7% | Reduced |
| BKD Wealth Advisors, LLC | 10,545 | $938.6K | 0.03% | +4,048+62.3% | Added |
| Salem Investment Counselors Inc | 10,595 | $943.1K | 0.03% | −122−1.1% | Reduced |
| Principle Wealth Partners LLC | 10,677 | $950.4K | 0.10% | −62−0.6% | Reduced |
| Argent Trust Co | 10,731 | $955.2K | 0.05% | +1,315+14.0% | Added |
| Abbrea Capital, LLC | 10,739 | $956.0K | 0.15% | +450+4.4% | Added |
| London & Capital Asset Management Ltd | 10,839 | $964.8K | 0.10% | −202,501−94.9% | Reduced |
| Dash Acquisitions Inc. | 11,005 | $979.6K | 0.39% | +11,005 | New |
| D.A. Davidson & Co. | 11,046 | $983.3K | 0.01% | +119+1.1% | Added |
| Resources Investment Advisors, LLC. | 11,052 | $983.7K | 0.02% | −228−2.0% | Reduced |
| Compass Wealth Management LLC | 11,083 | $986.5K | 0.30% | −37−0.3% | Reduced |
| IMA Wealth, Inc. | 11,129 | $990.6K | 0.25% | +156+1.4% | Added |
| Bollard Group LLC | 11,133 | $991.0K | 0.03% | +51+0.5% | Added |
| iA Global Asset Management Inc. | 11,327 | $1.01M | 0.03% | +11,327 | New |
| Assenagon Asset Management S.A. | 11,329 | $1.01M | 0.00% | −274,416−96.0% | Reduced |
| Van Hulzen Asset Management, LLC | 11,500 | $1.02M | 0.09% | 00.0% | Unchanged |
| United Services Automobile Association | 11,527 | $1.03M | 0.03% | +11,527 | New |
| Neville Rodie & Shaw Inc | 11,608 | $1.03M | 0.09% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 11,627 | $1.03M | 0.31% | −1,943−14.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,689 | $1.04M | 0.04% | +11,689 | New |
| Burney Co | 11,708 | $1.04M | 0.05% | −457−3.8% | Reduced |
| Bartlett & Co. LLC | 11,744 | $1.04M | 0.02% | −314−2.6% | Reduced |
| Trust Co of Toledo NA | 11,741 | $1.05M | 0.18% | −50−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11,744 | $1.05M | 0.02% | −314−2.6% | Reduced |
| Rossmore Private Capital | 11,833 | $1.05M | 0.16% | −250−2.1% | Reduced |
| Raymond James Trust N.A. | 11,875 | $1.06M | 0.03% | −537−4.3% | Reduced |
| Sabal Trust CO | 11,951 | $1.06M | 0.07% | +11,951 | New |
| Bokf, NA | 12,145 | $1.08M | 0.02% | −737−5.7% | Reduced |
| Bessemer Group Inc | 12,290 | $1.09M | 0.00% | +1,267+11.5% | Added |
| La Banque Postale Asset Management SA | 12,390 | $1.10M | 0.03% | +3,877+45.5% | Added |
| Metis Global Partners, LLC | 12,414 | $1.10M | 0.06% | −2,841−18.6% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 12,433 | $1.11M | 0.33% | +800+6.9% | Added |
| Ironwood Investment Management LLC | 12,477 | $1.11M | 0.64% | −726−5.5% | Reduced |
| NBT Bank N A | 12,552 | $1.12M | 0.16% | −1,262−9.1% | Reduced |
| Cetera Advisors LLC | 12,632 | $1.12M | 0.02% | +282+2.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,773 | $1.14M | 0.03% | +2,842+28.6% | Added |
| Gabelli Funds LLC | 12,800 | $1.14M | 0.01% | −2,150−14.4% | Reduced |
| Lee Danner & Bass Inc | 12,807 | $1.14M | 0.10% | −625−4.7% | Reduced |
| Private Trust Co NA | 12,839 | $1.14M | 0.14% | −557−4.2% | Reduced |
| Birch Hill Investment Advisors LLC | 12,862 | $1.14M | 0.07% | −701−5.2% | Reduced |
| Davenport & Co LLC | 12,868 | $1.15M | 0.01% | −1,444−10.1% | Reduced |
| Empirical Finance, LLC | 12,993 | $1.16M | 0.09% | +1,452+12.6% | Added |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.16M | 0.17% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 13,036 | $1.16M | 0.03% | −50.0% | Reduced |
| CWM, LLC | 13,174 | $1.17M | 0.01% | −379−2.8% | Reduced |
| Colony Group LLC | 13,245 | $1.18M | 0.02% | −1,304−9.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 13,500 | $1.20M | 0.77% | −8,000−37.2% | Reduced |