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 |
|---|---|---|---|---|---|
| TD Capital Management LLC | 20 | $1.78K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 20 | $1.78K | 0.00% | +20 | New |
| ICA Group Wealth Management, LLC | 18 | $1.60K | 0.00% | −3−14.3% | Reduced |
| First Capital Advisors Group, LLC. | 18 | $1.60K | 0.00% | +18 | New |
| Chilton Capital Management LLC | 15 | $1.34K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $1.34K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.25K | 0.00% | −29−67.4% | Reduced |
| Arlington Partners LLC | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 12 | $1.10K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 11 | $979 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 9 | $801 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 8 | $713 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7 | $650 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $446 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2 | $186 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $178 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $178 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1 | $90 | 0.00% | −20−95.2% | Reduced |
| HBC Financial Services, PLLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 18 | – | – | 00.0% | Unchanged |
| Quilter Plc | 807 | – | – | −125−13.4% | Reduced |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −270,190−100.0% | Sold out |
| Broadcrest Asset Management, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −57,078−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −45,993−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −22,543−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −19,727−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −19,351−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −15,517−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −13,107−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,860−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −11,309−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −11,101−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −10,531−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,442−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −6,380−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,594−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −5,230−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −4,779−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,618−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,571−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Arden Trust Co | 0 | $0 | 0.00% | −4,426−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −4,334−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,140−100.0% | Sold out |
| Waters Parkerson & Co., LLC | 0 | $0 | 0.00% | −3,984−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −3,780−100.0% | Sold out |
| Capital City Trust Co | 0 | $0 | 0.00% | −3,741−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −3,632−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −3,783−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −3,473−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −3,216−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Meridian Investment Counsel Inc. | 0 | $0 | 0.00% | −3,137−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −2,883−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,857−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −2,724−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −16,489−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −2,522−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −2,502−100.0% | Sold out |
| Custos Family Office, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −2,497−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,997−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −918−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| New Hampshire Trust | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Summit Wealth Group, LLC | 0 | $0 | 0.00% | −18,399−100.0% | Sold out |
| HighTower Trust Services, LTA | – | – | – | – | Not filed |
| Investment Management of Virginia LLC | – | – | – | – | Not filed |
| Parsec Financial Management, Inc. | – | – | – | – | Not filed |
| Clear Perspectives Financial Planning, LLC | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |