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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 16,716 | $1.49M | 0.06% | +3,988+31.3% | Added |
| Jefferies Financial Group Inc. | 16,240 | $1.45M | 0.03% | −7,218−30.8% | Reduced |
| Zurich Insurance Group Ltd | 16,100 | $1.43M | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,017 | $1.43M | 0.05% | +2,192+15.9% | Added |
| Shelter Ins Retirement Plan | 16,000 | $1.42M | 1.33% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 15,756 | $1.40M | 0.03% | −626−3.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,600 | $1.39M | 0.00% | +412+2.7% | Added |
| Prudential PLC | 15,209 | $1.35M | 0.02% | −14−0.1% | Reduced |
| Triangle Securities Wealth Management | 15,098 | $1.34M | 0.46% | −635−4.0% | Reduced |
| Synovus Financial Corp | 15,068 | $1.34M | 0.01% | −456−2.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.34M | 0.33% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,987 | $1.33M | 0.02% | +3,257+27.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,836 | $1.32M | 0.10% | +74+0.5% | Added |
| Whittier Trust Co | 14,633 | $1.30M | 0.02% | −31−0.2% | Reduced |
| Guggenheim Capital LLC | 14,375 | $1.28M | 0.01% | −19,723−57.8% | Reduced |
| Hartford Financial Management Inc. | 14,344 | $1.28M | 0.32% | −6,129−29.9% | Reduced |
| Blair William & Co | 14,293 | $1.27M | 0.00% | +2,867+25.1% | Added |
| Woodstock Corp | 14,094 | $1.25M | 0.15% | −296−2.1% | Reduced |
| Parsons Capital Management Inc | 14,052 | $1.25M | 0.10% | −1,320−8.6% | Reduced |
| M Holdings Securities, Inc. | 13,950 | $1.24M | 0.26% | −15,175−52.1% | Reduced |
| Goelzer Investment Management, Inc. | 13,772 | $1.23M | 0.10% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 13,764 | $1.23M | 0.06% | +563+4.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 13,500 | $1.20M | 0.77% | −8,000−37.2% | Reduced |
| Colony Group LLC | 13,245 | $1.18M | 0.02% | −1,304−9.0% | Reduced |
| CWM, LLC | 13,174 | $1.17M | 0.01% | −379−2.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,036 | $1.16M | 0.03% | −50.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.16M | 0.17% | 00.0% | Unchanged |
| Empirical Finance, LLC | 12,993 | $1.16M | 0.09% | +1,452+12.6% | Added |
| Davenport & Co LLC | 12,868 | $1.15M | 0.01% | −1,444−10.1% | Reduced |
| Birch Hill Investment Advisors LLC | 12,862 | $1.14M | 0.07% | −701−5.2% | Reduced |
| Private Trust Co NA | 12,839 | $1.14M | 0.14% | −557−4.2% | Reduced |
| Lee Danner & Bass Inc | 12,807 | $1.14M | 0.10% | −625−4.7% | Reduced |
| Gabelli Funds LLC | 12,800 | $1.14M | 0.01% | −2,150−14.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,773 | $1.14M | 0.03% | +2,842+28.6% | Added |
| Cetera Advisors LLC | 12,632 | $1.12M | 0.02% | +282+2.3% | Added |
| NBT Bank N A | 12,552 | $1.12M | 0.16% | −1,262−9.1% | Reduced |
| Ironwood Investment Management LLC | 12,477 | $1.11M | 0.64% | −726−5.5% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 12,433 | $1.11M | 0.33% | +800+6.9% | Added |
| Metis Global Partners, LLC | 12,414 | $1.10M | 0.06% | −2,841−18.6% | Reduced |
| La Banque Postale Asset Management SA | 12,390 | $1.10M | 0.03% | +3,877+45.5% | Added |
| Bessemer Group Inc | 12,290 | $1.09M | 0.00% | +1,267+11.5% | Added |
| Bokf, NA | 12,145 | $1.08M | 0.02% | −737−5.7% | Reduced |
| Sabal Trust CO | 11,951 | $1.06M | 0.07% | +11,951 | New |
| Raymond James Trust N.A. | 11,875 | $1.06M | 0.03% | −537−4.3% | Reduced |
| Rossmore Private Capital | 11,833 | $1.05M | 0.16% | −250−2.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11,744 | $1.05M | 0.02% | −314−2.6% | Reduced |
| Trust Co of Toledo NA | 11,741 | $1.05M | 0.18% | −50−0.4% | Reduced |
| Bartlett & Co. LLC | 11,744 | $1.04M | 0.02% | −314−2.6% | Reduced |
| Burney Co | 11,708 | $1.04M | 0.05% | −457−3.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,689 | $1.04M | 0.04% | +11,689 | New |
| Monarch Capital Management Inc | 11,627 | $1.03M | 0.31% | −1,943−14.3% | Reduced |
| Neville Rodie & Shaw Inc | 11,608 | $1.03M | 0.09% | 00.0% | Unchanged |
| United Services Automobile Association | 11,527 | $1.03M | 0.03% | +11,527 | New |
| Van Hulzen Asset Management, LLC | 11,500 | $1.02M | 0.09% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 11,329 | $1.01M | 0.00% | −274,416−96.0% | Reduced |
| iA Global Asset Management Inc. | 11,327 | $1.01M | 0.03% | +11,327 | New |
| Bollard Group LLC | 11,133 | $991.0K | 0.03% | +51+0.5% | Added |
| IMA Wealth, Inc. | 11,129 | $990.6K | 0.25% | +156+1.4% | Added |
| Compass Wealth Management LLC | 11,083 | $986.5K | 0.30% | −37−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 11,052 | $983.7K | 0.02% | −228−2.0% | Reduced |
| D.A. Davidson & Co. | 11,046 | $983.3K | 0.01% | +119+1.1% | Added |
| Dash Acquisitions Inc. | 11,005 | $979.6K | 0.39% | +11,005 | New |
| London & Capital Asset Management Ltd | 10,839 | $964.8K | 0.10% | −202,501−94.9% | Reduced |
| Abbrea Capital, LLC | 10,739 | $956.0K | 0.15% | +450+4.4% | Added |
| Argent Trust Co | 10,731 | $955.2K | 0.05% | +1,315+14.0% | Added |
| Principle Wealth Partners LLC | 10,677 | $950.4K | 0.10% | −62−0.6% | Reduced |
| Salem Investment Counselors Inc | 10,595 | $943.1K | 0.03% | −122−1.1% | Reduced |
| BKD Wealth Advisors, LLC | 10,545 | $938.6K | 0.03% | +4,048+62.3% | Added |
| TrimTabs Asset Management, LLC | 10,538 | $938.0K | 0.47% | −6,947−39.7% | Reduced |
| Beacon Pointe Advisors, LLC | 10,528 | $937.1K | 0.02% | −3,642−25.7% | Reduced |
| Bleakley Financial Group, LLC | 10,422 | $927.7K | 0.03% | +508+5.1% | Added |
| Sawtooth Solutions, LLC | 10,416 | $927.2K | 0.03% | +489+4.9% | Added |
| First Hawaiian Bank | 10,290 | $915.9K | 0.03% | +64+0.6% | Added |
| Cypress Capital Group | 10,274 | $914.5K | 0.13% | +277+2.8% | Added |
| Centiva Capital, LP | 10,213 | $909.1K | 0.05% | +10,213 | New |
| Canal Insurance CO | 10,000 | $891.0K | 0.25% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 9,909 | $882.0K | 0.98% | −633−6.0% | Reduced |
| Pathstone Family Office, LLC | 9,634 | $880.1K | 0.01% | +803+9.1% | Added |
| Vestcor Inc | 9,886 | $880.0K | 0.03% | −5,091−34.0% | Reduced |
| Oppenheimer & Co Inc | 9,885 | $879.9K | 0.02% | +295+3.1% | Added |
| Qtron Investments LLC | 9,864 | $878.0K | 0.17% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 9,707 | $864.0K | 0.01% | +991+11.4% | Added |
| AE Wealth Management LLC | 9,602 | $854.7K | 0.01% | +220+2.3% | Added |
| American National Bank | 9,528 | $848.1K | 0.14% | +8,760+1,140.6% | Added |
| Merit Financial Group, LLC | 9,431 | $839.4K | 0.03% | +120+1.3% | Added |
| Fractal Investments LLC | 9,400 | $836.7K | 0.19% | 00.0% | Unchanged |
| MQS Management LLC | 9,375 | $834.5K | 0.57% | +9,375 | New |
| Ostrum Asset Management | 9,371 | $834.1K | 0.07% | +8+0.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 9,353 | $832.5K | 0.03% | +9,353 | New |
| FineMark National Bank & Trust | 9,281 | $826.1K | 0.03% | +804+9.5% | Added |
| Guinness Atkinson Asset Management Inc | 9,160 | $815.3K | 0.43% | +1,344+17.2% | Added |
| Bridges Investment Management Inc | 9,140 | $813.6K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,111 | $811.0K | 0.03% | +256+2.9% | Added |
| Ellevest, Inc. | 9,105 | $810.4K | 0.06% | +1,447+18.9% | Added |
| Greenleaf Trust | 9,086 | $808.7K | 0.01% | −243−2.6% | Reduced |
| Integrated Wealth Concepts LLC | 9,059 | $806.3K | 0.01% | −163−1.8% | Reduced |
| Holowesko Partners Ltd. | 9,000 | $801.1K | 0.35% | 00.0% | Unchanged |
| Ieq Capital, LLC | 8,999 | $800.9K | 0.02% | −2,647−22.7% | Reduced |
| Cetera Investment Advisers | 8,937 | $795.5K | 0.01% | −289−3.1% | Reduced |
| Snowden Capital Advisors LLC | 8,916 | $793.6K | 0.03% | −90−1.0% | Reduced |