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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 1,036 | $92.2K | 0.02% | −97−8.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,029 | $91.6K | 0.03% | +1,029 | New |
| IFP Advisors, Inc | 2,020 | $91.4K | 0.00% | +218+12.1% | Added |
| Paladin Advisory Group, LLC | 980 | $87.2K | 0.07% | +2+0.2% | Added |
| Eagle Bay Advisors LLC | 967 | $86.1K | 0.05% | −33−3.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 962 | $85.6K | 0.08% | −4−0.4% | Reduced |
| Global Retirement Partners, LLC | 951 | $84.7K | 0.00% | −4−0.4% | Reduced |
| Creative Capital Management Investments LLC | 947 | $84.3K | 0.06% | +525+124.4% | Added |
| Hanson & Doremus Investment Management | 947 | $84.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 942 | $83.8K | 0.05% | +439+87.3% | Added |
| FinTrust Capital Advisors, LLC | 1,069 | $83.7K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 917 | $82.0K | 0.02% | −4,113−81.8% | Reduced |
| RFP Financial Group LLC | 908 | $80.8K | 0.03% | +800+740.7% | Added |
| Leonteq Securities AG | 900 | $80.1K | 0.01% | −959−51.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 882 | $78.5K | 0.04% | +33+3.9% | Added |
| Atlantic Trust, LLC | 878 | $78.2K | 0.03% | −99−10.1% | Reduced |
| Fairfield, Bush & Co. | 863 | $76.8K | 0.02% | +863 | New |
| Acima Private Wealth, LLC | 834 | $74.2K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 833 | $74.1K | 0.04% | −218−20.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 822 | $74.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 825 | $73.4K | 0.01% | −60−6.8% | Reduced |
| Evermay Wealth Management LLC | 822 | $73.2K | 0.01% | −1−0.1% | Reduced |
| Center for Financial Planning, Inc. | 820 | $73.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 802 | $71.4K | 0.01% | +20+2.6% | Added |
| Veritas Investment Partners (UK) Ltd. | 800 | $71.2K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 800 | $71.2K | 0.05% | +150+23.1% | Added |
| Covestor Ltd | 785 | $70.0K | 0.05% | +8+1.0% | Added |
| Spire Wealth Management | 777 | $69.1K | 0.00% | −116−13.0% | Reduced |
| M&R Capital Management Inc | 759 | $67.6K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,970 | $64.9K | 0.01% | −6−0.2% | Reduced |
| Oakmont Corp | 722 | $64.3K | 0.01% | −47−6.1% | Reduced |
| Bellevue Asset Management, LLC | 716 | $63.7K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 712 | $63.4K | 0.04% | −197−21.7% | Reduced |
| Old Second National Bank of Aurora | 700 | $62.3K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 682 | $60.7K | 0.07% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 682 | $60.7K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 676 | $60.2K | 0.00% | +25+3.8% | Added |
| JFS Wealth Advisors, LLC | 654 | $58.3K | 0.01% | −17−2.5% | Reduced |
| Mascoma Wealth Management LLC | 625 | $55.6K | 0.02% | −800−56.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 603 | $53.6K | 0.02% | +3+0.5% | Added |
| Key Financial Inc | 602 | $53.6K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 599 | $53.3K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 587 | $52.3K | 0.03% | +587 | New |
| Gables Capital Management Inc. | 575 | $51.2K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 572 | $50.9K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 566 | $50.4K | 0.01% | −23−3.9% | Reduced |
| Wellington Shields Capital Management, LLC | 566 | $50.4K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 566 | $50.0K | 0.00% | +6+1.1% | Added |
| JNBA Financial Advisors | 561 | $49.9K | 0.01% | +250+80.4% | Added |
| Aspire Private Capital, LLC | 559 | $49.8K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 558 | $49.7K | 0.01% | −40−6.7% | Reduced |
| Independence Bank of Kentucky | 551 | $49.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 539 | $48.0K | 0.02% | −274−33.7% | Reduced |
| Stonebridge Capital Advisors LLC | 527 | $46.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 520 | $46.0K | 0.01% | +336+182.6% | Added |
| Cornerstone Planning Group LLC | 515 | $45.8K | 0.02% | +515 | New |
| Ronald Blue Trust, Inc. | 532 | $45.0K | 0.00% | −1,806−77.2% | Reduced |
| Options Solutions, LLC | 500 | $44.5K | 0.04% | +500 | New |
| Oakworth Capital, Inc. | 486 | $43.3K | 0.00% | +100+25.9% | Added |
| First Command Bank | 478 | $42.5K | 0.00% | +30+6.7% | Added |
| First Command Financial Services, Inc. | 478 | $42.5K | 0.00% | +30+6.7% | Added |
| Resources Management Corp | 460 | $41.0K | 0.01% | +148+47.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 456 | $40.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 453 | $40.3K | 0.00% | −149−24.8% | Reduced |
| Sutton Wealth Advisors Inc. | 430 | $38.3K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 411 | $37.4K | 0.02% | +411 | New |
| SRS Capital Advisors, Inc. | 417 | $37.1K | 0.00% | +1+0.2% | Added |
| Farther Finance Advisors, LLC | 407 | $36.2K | 0.01% | +38+10.3% | Added |
| TFC Financial Management | 406 | $36.1K | 0.01% | −114−21.9% | Reduced |
| Northwest Investment Counselors, LLC | 405 | $36.1K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 405 | $36.0K | 0.00% | +46+12.8% | Added |
| CKW Financial Group | 401 | $36.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $35.6K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 394 | $35.1K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 394 | $35.1K | 0.00% | +205+108.5% | Added |
| Harvest Fund Management Co., Ltd | 393 | $35.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 393 | $35.0K | 0.05% | −37−8.6% | Reduced |
| Prestige Wealth Management Group LLC | 386 | $34.4K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 379 | $33.7K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 372 | $33.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 374 | $33.0K | 0.00% | −10−2.6% | Reduced |
| Duncker Streett & Co Inc | 370 | $32.9K | 0.01% | −9−2.4% | Reduced |
| Motco | 366 | $32.6K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 350 | $31.2K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 350 | $31.2K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 351 | $31.0K | 0.01% | −1−0.3% | Reduced |
| BerganKDV Wealth Management, LLC | 344 | $30.6K | 0.00% | −146−29.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 338 | $30.1K | 0.00% | −51−13.1% | Reduced |
| Laffer Tengler Investments | 335 | $29.8K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 325 | $28.9K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 324 | $28.8K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 316 | $28.1K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 307 | $27.3K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 302 | $26.9K | 0.00% | +144+91.1% | Added |
| First National Bank of South Miami | 300 | $26.7K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 296 | $26.0K | 0.01% | +285+2,590.9% | Added |
| Nemes Rush Group LLC | 291 | $25.9K | 0.00% | +291 | New |
| Fiduciary Alliance LLC | 284 | $25.3K | 0.01% | +284 | New |
| Glen Eagle Advisors, LLC | 275 | $24.5K | 0.01% | −15−5.2% | Reduced |
| Kelly Financial Services LLC | 264 | $23.5K | 0.01% | +1+0.4% | Added |