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 |
|---|---|---|---|---|---|
| Agf Management Ltd | 5,247 | $467.0K | 0.00% | −322−5.8% | Reduced |
| Grimes & Company, Inc. | 5,226 | $465.2K | 0.02% | +20.0% | Added |
| Aull & Monroe Investment Management Corp | 5,194 | $462.3K | 0.23% | −12−0.2% | Reduced |
| Lindbrook Capital, LLC | 5,181 | $461.2K | 0.05% | −193−3.6% | Reduced |
| Bull Street Advisors, LLC | 5,180 | $461.0K | 0.24% | −17−0.3% | Reduced |
| State of Wyoming | 5,179 | $461.0K | 0.13% | +1,425+38.0% | Added |
| Monterey Private Wealth, Inc. | 5,142 | $457.7K | 0.22% | −521−9.2% | Reduced |
| Dover Advisors, LLC | 5,101 | $454.0K | 0.40% | 00.0% | Unchanged |
| Shayne & Co., LLC | 5,088 | $452.9K | 0.23% | 00.0% | Unchanged |
| Caldwell Trust Co | 5,042 | $448.8K | 0.06% | −65−1.3% | Reduced |
| Cigna Investments Inc | 5,041 | $448.0K | 0.08% | 00.0% | Unchanged |
| Cambridge Trust Co | 5,027 | $447.5K | 0.02% | −64−1.3% | Reduced |
| Kingsview Wealth Management, LLC | 5,002 | $445.2K | 0.02% | +131+2.7% | Added |
| Gifford Fong Associates | 5,000 | $445.0K | 0.10% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 4,999 | $445.0K | 0.07% | +4,999 | New |
| Choate Investment Advisors | 4,996 | $444.7K | 0.02% | −23−0.5% | Reduced |
| 1st Source Bank | 4,994 | $444.5K | 0.03% | +16+0.3% | Added |
| DFPG Investments, LLC | 5,016 | $441.8K | 0.04% | +317+6.7% | Added |
| Checchi Capital Advisers, LLC | 4,931 | $438.9K | 0.04% | +318+6.9% | Added |
| Telos Capital Management, Inc. | 4,928 | $438.6K | 0.06% | −10,945−69.0% | Reduced |
| Symmetry Partners, LLC | 4,892 | $435.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,854 | $432.0K | 0.03% | +991+25.7% | Added |
| Tower Bridge Advisors | 4,851 | $431.8K | 0.04% | −1,707−26.0% | Reduced |
| Excalibur Management Corp | 4,823 | $429.3K | 0.22% | −172−3.4% | Reduced |
| Ballentine Partners, LLC | 4,809 | $428.0K | 0.01% | +279+6.2% | Added |
| Profund Advisors LLC | 4,808 | $428.0K | 0.02% | +375+8.5% | Added |
| Charter Trust Co | 4,786 | $426.0K | 0.03% | −230−4.6% | Reduced |
| Verdence Capital Advisors LLC | 4,784 | $425.9K | 0.05% | +254+5.6% | Added |
| Trust Co of Virginia | 4,771 | $424.7K | 0.05% | −120−2.5% | Reduced |
| TD Waterhouse Canada Inc. | 4,730 | $424.4K | 0.00% | −290−5.8% | Reduced |
| GHP Investment Advisors, Inc. | 4,844 | $423.4K | 0.02% | −699−12.6% | Reduced |
| Federated Hermes, Inc. | 4,746 | $422.4K | 0.00% | −2,456−34.1% | Reduced |
| SeaCrest Wealth Management, LLC | 4,740 | $421.9K | 0.05% | +11+0.2% | Added |
| Valeo Financial Advisors, LLC | 4,737 | $421.6K | 0.02% | +315+7.1% | Added |
| Penserra Capital Management LLC | 4,740 | $420.0K | 0.01% | +2,528+114.3% | Added |
| Cary Street Partner Investment Advisory LLC | 4,680 | $416.6K | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,678 | $416.4K | 0.04% | −740−13.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 4,680 | $414.7K | 0.02% | +2,861+157.3% | Added |
| Compagnie Lombard Odier SCmA | 4,655 | $414.3K | 0.01% | +2,230+92.0% | Added |
| Pitcairn Co | 4,633 | $412.4K | 0.03% | −204−4.2% | Reduced |
| Advisors Asset Management, Inc. | 4,589 | $408.5K | 0.01% | +455+11.0% | Added |
| Pointe Capital Management LLC | 4,576 | $407.3K | 0.31% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,574 | $407.1K | 0.02% | −671−12.8% | Reduced |
| AustralianSuper Pty Ltd | 4,557 | $405.6K | 0.00% | −268,346−98.3% | Reduced |
| TownSquare Capital, LLC | 4,553 | $405.2K | 0.01% | +266+6.2% | Added |
| Waldron Private Wealth LLC | 4,548 | $404.8K | 0.02% | −450−9.0% | Reduced |
| Beck Mack & Oliver LLC | 4,547 | $404.7K | 0.01% | −25−0.5% | Reduced |
| Wealthspire Advisors, LLC | 4,533 | $403.5K | 0.01% | −18−0.4% | Reduced |
| Kraematon Investment Advisors, Inc | 4,525 | $402.8K | 0.44% | −312−6.5% | Reduced |
| J.W. Cole Advisors, Inc. | 4,512 | $401.6K | 0.03% | −261−5.5% | Reduced |
| Lincoln National Corp | 4,503 | $400.7K | 0.01% | −91−2.0% | Reduced |
| Exencial Wealth Advisors, LLC | 4,465 | $397.4K | 0.02% | −493−9.9% | Reduced |
| CX Institutional | 4,450 | $396.1K | 0.02% | +135+3.1% | Added |
| Signaturefd, LLC | 4,436 | $394.8K | 0.01% | −100−2.2% | Reduced |
| First City Capital Management, Inc. | 4,430 | $394.3K | 0.23% | −50−1.1% | Reduced |
| Wedbush Securities Inc | 4,416 | $393.0K | 0.02% | −54−1.2% | Reduced |
| Country Club Bank | 4,426 | $392.2K | 0.03% | −185−4.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,382 | $390.0K | 0.02% | −140−3.1% | Reduced |
| Quantamental Technologies LLC | 4,371 | $389.1K | 0.16% | +4,371 | New |
| Ritholtz Wealth Management | 4,328 | $385.2K | 0.02% | +675+18.5% | Added |
| Washington Trust Co | 4,327 | $385.1K | 0.02% | −175−3.9% | Reduced |
| Foster & Motley Inc | 4,326 | $385.0K | 0.03% | −348−7.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $382.7K | 0.14% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 4,300 | $382.7K | 0.13% | +4,300 | New |
| Drexel Morgan & Co. | 4,288 | $381.7K | 0.10% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,272 | $380.3K | 0.01% | +470+12.4% | Added |
| Rothschild Investment Corp | 4,266 | $380.0K | 0.03% | +953+28.8% | Added |
| First Western Trust Bank | 4,259 | $379.1K | 0.02% | −20.0% | Reduced |
| Invesco, LLC | 4,251 | $378.4K | 0.19% | +4,251 | New |
| Boston Trust Walden Corp | 4,248 | $378.1K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,240 | $377.4K | 0.03% | +147+3.6% | Added |
| Everett Harris & Co | 4,219 | $375.5K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4,190 | $373.0K | 0.11% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,179 | $372.0K | 0.02% | +43+1.0% | Added |
| Bragg Financial Advisors, Inc | 4,159 | $370.2K | 0.02% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 4,151 | $369.5K | 0.13% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 4,101 | $365.1K | 0.27% | +4,101 | New |
| Fiduciary Group LLC | 4,098 | $364.8K | 0.04% | −285−6.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $363.7K | 0.10% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 11,022 | $362.6K | 0.01% | +9,846+837.2% | Added |
| Perpetual Ltd | 4,057 | $361.1K | 0.00% | −12,835−76.0% | Reduced |
| Sigma Planning Corp | 4,048 | $360.3K | 0.01% | −450−10.0% | Reduced |
| Donaldson Capital Management, LLC | 4,046 | $360.1K | 0.02% | −381−8.6% | Reduced |
| Atwood & Palmer Inc | 4,025 | $358.3K | 0.03% | +200+5.2% | Added |
| Aberdeen Wealth Management LLC | 3,974 | $353.7K | 0.26% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 3,971 | $353.5K | 0.00% | −584−12.8% | Reduced |
| Chemung Canal Trust Co | 3,928 | $349.6K | 0.08% | −411−9.5% | Reduced |
| Concentric Wealth Management, LLC | 3,927 | $349.5K | 0.11% | −150−3.7% | Reduced |
| GYL Financial Synergies, LLC | 3,914 | $348.4K | 0.03% | −160−3.9% | Reduced |
| Graypoint LLC | 3,914 | $348.4K | 0.03% | −629−13.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,896 | $346.8K | 0.05% | −418−9.7% | Reduced |
| Resonant Capital Advisors, LLC | 3,867 | $344.2K | 0.04% | +12+0.3% | Added |
| Fulton Bank, N.A. | 3,865 | $344.0K | 0.02% | −58−1.5% | Reduced |
| Chicago Trust Co NA | 3,844 | $342.2K | 0.08% | −17−0.4% | Reduced |
| Patten & Patten Inc | 3,843 | $342.1K | 0.03% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,825 | $340.4K | 0.06% | +991+35.0% | Added |
| Financial Advisory Group | 3,805 | $338.7K | 0.07% | −150−3.8% | Reduced |
| Colonial Trust Advisors | 3,790 | $337.3K | 0.04% | −120−3.1% | Reduced |
| Courier Capital LLC | 3,789 | $337.3K | 0.03% | −994−20.8% | Reduced |
| Azimuth Capital Investment Management LLC | 3,741 | $333.0K | 0.02% | 00.0% | Unchanged |