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 |
|---|---|---|---|---|---|
| Home Federal Bank of Tennessee | 8,871 | $789.6K | 0.28% | −200−2.2% | Reduced |
| Glenview Trust Co | 8,838 | $786.7K | 0.02% | −230−2.5% | Reduced |
| Security National Bank of So Dak | 8,806 | $783.8K | 0.56% | +8,806 | New |
| Vestmark Advisory Solutions, Inc. | 8,638 | $768.9K | 0.03% | +2,249+35.2% | Added |
| Williams Jones Wealth Management, LLC. | 8,533 | $759.5K | 0.01% | −804−8.6% | Reduced |
| Sit Investment Associates Inc | 8,505 | $757.0K | 0.02% | 00.0% | Unchanged |
| Caxton Associates LP | 8,501 | $756.7K | 0.11% | 00.0% | Unchanged |
| Field & Main Bank | 8,436 | $750.9K | 0.42% | −207−2.4% | Reduced |
| Moody National Bank Trust Division | 8,420 | $749.5K | 0.05% | +82+1.0% | Added |
| Teza Capital Management LLC | 8,383 | $746.2K | 0.12% | −21,536−72.0% | Reduced |
| TBH Global Asset Management, LLC | 8,342 | $742.5K | 0.15% | −8,337−50.0% | Reduced |
| Panagora Asset Management Inc | 8,250 | $734.3K | 0.00% | −106−1.3% | Reduced |
| TD Private Client Wealth LLC | 8,179 | $728.0K | 0.03% | +115+1.4% | Added |
| Marble Harbor Investment Counsel, LLC | 8,071 | $718.4K | 0.09% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 8,066 | $718.0K | 0.23% | −69−0.8% | Reduced |
| Paloma Partners Management Co | 8,016 | $713.5K | 0.16% | +8,016 | New |
| Romano Brothers and Company | 8,011 | $713.1K | 0.11% | −200−2.4% | Reduced |
| Central Trust Co | 7,979 | $710.2K | 0.02% | −195−2.4% | Reduced |
| Natixis Investment Managers International | 7,920 | $705.0K | 0.05% | −2,805−26.2% | Reduced |
| Modera Wealth Management, LLC | 7,768 | $691.4K | 0.01% | +7,768 | New |
| Baldwin Investment Management, LLC | 7,758 | $690.5K | 0.11% | +500+6.9% | Added |
| Cooper Financial Group | 7,583 | $675.0K | 0.17% | +659+9.5% | Added |
| Kestra Private Wealth Services, LLC | 7,581 | $674.8K | 0.02% | +209+2.8% | Added |
| Pring Turner Capital Group Inc | 7,575 | $674.3K | 0.62% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 7,493 | $667.0K | 0.13% | 00.0% | Unchanged |
| Philadelphia Trust Co | 7,484 | $666.0K | 0.06% | −95−1.3% | Reduced |
| Sequoia Financial Advisors, LLC | 7,398 | $658.5K | 0.01% | +3,357+83.1% | Added |
| Hartford Funds Management Co LLC | 7,392 | $658.0K | 0.07% | +803+12.2% | Added |
| Optas, LLC | 7,359 | $655.0K | 0.22% | +104+1.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,321 | $652.0K | 0.07% | −160−2.1% | Reduced |
| Werlinich Asset Management, LLC | 7,325 | $652.0K | 0.52% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,247 | $645.1K | 0.02% | +7,247 | New |
| Ar Asset Management Inc | 7,200 | $641.0K | 0.17% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,181 | $639.2K | 0.04% | −58−0.8% | Reduced |
| Simmons Bank | 7,141 | $635.6K | 0.05% | −95−1.3% | Reduced |
| Zions Bancorporation, N.A. | 7,137 | $635.3K | 0.05% | +3,091+76.4% | Added |
| Daymark Wealth Partners, LLC | 7,065 | $628.9K | 0.05% | +3,558+101.5% | Added |
| ELCO Management Co., LLC | 7,040 | $626.6K | 0.45% | −615−8.0% | Reduced |
| Chicago Capital, LLC | 6,983 | $621.6K | 0.03% | +103+1.5% | Added |
| Valley Brook Capital Group | 6,977 | $621.0K | 0.57% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 6,962 | $619.7K | 0.40% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 6,914 | $615.4K | 0.38% | +6,914 | New |
| Amussen Hunsaker Associates LLC | 6,864 | $608.5K | 0.13% | −8−0.1% | Reduced |
| Gamco Investors, Inc. Et Al | 6,796 | $604.9K | 0.01% | −8−0.1% | Reduced |
| Curbstone Financial Management Corp | 6,768 | $602.4K | 0.14% | −200−2.9% | Reduced |
| Banque Cantonale Vaudoise | 6,765 | $602.0K | 0.03% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 6,690 | $595.0K | 0.29% | 00.0% | Unchanged |
| Veriti Management LLC | 6,669 | $593.6K | 0.07% | +1,013+17.9% | Added |
| HB Wealth Management, LLC | 6,622 | $589.4K | 0.01% | −14−0.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,608 | $588.0K | 0.07% | +6,608 | New |
| Wedmont Private Capital | 6,572 | $583.1K | 0.06% | +263+4.2% | Added |
| Lafayette Investments, Inc. | 6,499 | $578.5K | 0.15% | +386+6.3% | Added |
| Security National Bank of Sioux City Iowa | 6,471 | $576.0K | 0.43% | +6,471 | New |
| Sovereign Financial Group, Inc. | 6,425 | $571.9K | 0.19% | +245+4.0% | Added |
| Auto-Owners Insurance Co | 6,393 | $569.0K | 0.02% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 6,349 | $565.1K | 0.28% | −248−3.8% | Reduced |
| Horizon Investments, LLC | 6,331 | $563.5K | 0.02% | +751+13.5% | Added |
| Wetherby Asset Management Inc | 6,217 | $553.3K | 0.03% | −70−1.1% | Reduced |
| Holderness Investments Co | 6,205 | $552.3K | 0.20% | +77+1.3% | Added |
| Means Investment Co., Inc. | 6,187 | $550.7K | 0.09% | +10.0% | Added |
| ISAM Funds (UK) Ltd | 6,150 | $547.4K | 0.49% | +6,150 | New |
| Moors & Cabot, Inc. | 6,086 | $541.8K | 0.04% | +229+3.9% | Added |
| Thornburg Investment Management Inc | 6,060 | $539.0K | 0.01% | 00.0% | Unchanged |
| Meridian Management Co | 6,050 | $538.5K | 0.17% | +16+0.3% | Added |
| NorthCrest Asset Manangement, LLC | 6,017 | $535.6K | 0.02% | −202−3.2% | Reduced |
| Credit Agricole S A | 6,008 | $534.8K | 0.02% | +1,200+25.0% | Added |
| Stephens Inc | 5,990 | $533.2K | 0.01% | +357+6.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,011 | $532.7K | 0.02% | −159−2.6% | Reduced |
| Stratos Wealth Partners, LTD. | 5,974 | $531.8K | 0.01% | −525−8.1% | Reduced |
| Ahl Investment Management, Inc. | 5,952 | $529.8K | 0.47% | −92−1.5% | Reduced |
| Old National Bancorp | 5,945 | $529.2K | 0.02% | −1,639−21.6% | Reduced |
| Wendell David Associates Inc | 5,927 | $528.0K | 0.06% | −50−0.8% | Reduced |
| Garrison Point Advisors, LLC | 5,931 | $527.9K | 0.38% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,930 | $527.9K | 0.01% | +617+11.6% | Added |
| Ergoteles LLC | 5,922 | $527.1K | 0.03% | +5,922 | New |
| Dark Forest Capital Management LP | 5,910 | $526.0K | 0.05% | +5,910 | New |
| Soltis Investment Advisors LLC | 5,890 | $524.3K | 0.06% | +23+0.4% | Added |
| RSM US Wealth Management LLC | 5,853 | $521.0K | 0.02% | −65−1.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,844 | $520.2K | 0.02% | +253+4.5% | Added |
| Investment Advisory Services Inc | 5,723 | $509.4K | 0.22% | +10.0% | Added |
| Montag A & Associates Inc | 5,717 | $508.9K | 0.03% | −117−2.0% | Reduced |
| Atria Wealth Solutions, Inc. | 5,617 | $500.0K | 0.01% | −453−7.5% | Reduced |
| Boston Private Wealth LLC | 5,591 | $497.6K | 0.01% | −549−8.9% | Reduced |
| Meeder Advisory Services, Inc. | 5,582 | $496.9K | 0.05% | +378+7.3% | Added |
| GWM Advisors LLC | 5,582 | $496.8K | 0.01% | +316+6.0% | Added |
| Ameritas Investment Partners, Inc. | 5,577 | $496.4K | 0.02% | −806−12.6% | Reduced |
| Forte Capital LLC | 5,547 | $493.7K | 0.07% | −440−7.3% | Reduced |
| Headinvest, LLC | 5,638 | $492.8K | 0.11% | −762−11.9% | Reduced |
| Schnieders Capital Management LLC | 5,522 | $491.5K | 0.10% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,480 | $487.9K | 0.03% | −2,739−33.3% | Reduced |
| Umb Bank N A | 5,455 | $485.5K | 0.01% | −250−4.4% | Reduced |
| Freestone Capital Holdings, LLC | 5,447 | $484.8K | 0.02% | +110+2.1% | Added |
| ICW Investment Advisors LLC | 5,423 | $482.7K | 0.26% | +428+8.6% | Added |
| CAPROCK Group, Inc. | 5,411 | $481.6K | 0.04% | +1,950+56.3% | Added |
| Bryn Mawr Trust Co | 5,395 | $480.0K | 0.02% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 5,386 | $479.4K | 0.06% | +839+18.5% | Added |
| Fund Management at Engine No. 1 LLC | 5,383 | $479.1K | 0.09% | +350+7.0% | Added |
| Busey Wealth Management | 5,332 | $474.6K | 0.02% | +501+10.4% | Added |
| Mutual Advisors, LLC | 5,332 | $474.6K | 0.02% | −169−3.1% | Reduced |
| National Asset Management, Inc. | 5,313 | $472.9K | 0.01% | −516−8.9% | Reduced |