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 |
|---|---|---|---|---|---|
| Northwest Bancshares, Inc. | 3,738 | $332.7K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 3,724 | $331.5K | 0.00% | −107−2.8% | Reduced |
| NTV Asset Management LLC | 3,701 | $329.4K | 0.06% | −242−6.1% | Reduced |
| Stock Yards Bank & Trust Co | 3,697 | $329.1K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,685 | $328.0K | 0.21% | −122−3.2% | Reduced |
| City Holding Co | 3,683 | $327.8K | 0.06% | −127−3.3% | Reduced |
| McDonald Partners LLC | 3,670 | $326.6K | 0.10% | −301−7.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,667 | $326.4K | 0.05% | −160−4.2% | Reduced |
| Flagship Harbor Advisors, LLC | 3,620 | $322.3K | 0.03% | −669−15.6% | Reduced |
| Fruth Investment Management | 3,628 | $322.0K | 0.09% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,615 | $321.8K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 3,600 | $320.4K | 0.03% | −135−3.6% | Reduced |
| Prelude Capital Management, LLC | 3,579 | $318.6K | 0.03% | −853−19.2% | Reduced |
| Bell Investment Advisors, Inc | 3,552 | $316.2K | 0.07% | −11−0.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,545 | $315.5K | 0.04% | −50−1.4% | Reduced |
| KCM Investment Advisors LLC | 3,504 | $311.9K | 0.01% | −653−15.7% | Reduced |
| TCTC Holdings, LLC | 3,503 | $311.8K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,513 | $311.2K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,495 | $311.1K | 0.01% | +3,495 | New |
| Forum Financial Management, LP | 3,476 | $309.4K | 0.01% | +427+14.0% | Added |
| MEMBERS Trust Co | 3,433 | $305.6K | 0.01% | +3,433 | New |
| Bard Financial Services, Inc. | 3,420 | $304.4K | 0.02% | −125−3.5% | Reduced |
| Papp L Roy & Associates | 3,418 | $304.2K | 0.04% | −917−21.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,410 | $303.5K | 0.03% | +9+0.3% | Added |
| Farmers National Bank | 3,395 | $302.2K | 0.10% | −26−0.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,333 | $296.7K | 0.03% | 00.0% | Unchanged |
| Riverwater Partners LLC | 3,327 | $296.1K | 0.26% | +17+0.5% | Added |
| Keebeck Alpha, LP | 3,320 | $295.5K | 0.29% | −1,137−25.5% | Reduced |
| Defined Wealth Management, LLC | 3,312 | $294.8K | 0.25% | +2+0.1% | Added |
| Fort, L.P. | 3,311 | $294.7K | 0.78% | −476−12.6% | Reduced |
| Great Valley Advisor Group, Inc. | 3,285 | $292.4K | 0.01% | −241−6.8% | Reduced |
| Boyd Watterson Asset Management LLC | 3,283 | $292.2K | 0.12% | −12−0.4% | Reduced |
| Webster Bank, N. A. | 3,243 | $288.7K | 0.04% | −61−1.8% | Reduced |
| GSB Wealth Management, LLC | 3,229 | $287.4K | 0.09% | +3,229 | New |
| Security National Bank | 3,226 | $287.1K | 0.07% | 00.0% | Unchanged |
| Spinnaker Trust | 3,221 | $286.7K | 0.02% | +365+12.8% | Added |
| Verition Fund Management LLC | 3,220 | $286.6K | 0.00% | −51,777−94.1% | Reduced |
| First National Trust Co | 3,208 | $285.5K | 0.01% | −129−3.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,191 | $284.0K | 0.03% | −373−10.5% | Reduced |
| Meridian Wealth Management, LLC | 3,188 | $283.8K | 0.02% | +10.0% | Added |
| Lowe Brockenbrough & Co Inc | 3,169 | $282.1K | 0.02% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,161 | $281.4K | 0.02% | −150−4.5% | Reduced |
| Institutional & Family Asset Management, LLC | 3,160 | $281.3K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,142 | $279.6K | 0.01% | +192+6.5% | Added |
| Quadrant Capital Group LLC | 3,119 | $277.6K | 0.03% | −24−0.8% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,112 | $277.0K | 0.03% | +12+0.4% | Added |
| Hancock Whitney Corp | 3,102 | $276.0K | 0.01% | +225+7.8% | Added |
| Tiemann Investment Advisors, LLC | 3,099 | $275.8K | 0.14% | 00.0% | Unchanged |
| Sky Investment Group LLC | 3,060 | $272.4K | 0.06% | −626−17.0% | Reduced |
| Machina Capital S.A.S. | 3,050 | $271.5K | 0.15% | −4,246−58.2% | Reduced |
| Crestwood Advisors Group LLC | 3,024 | $269.1K | 0.01% | −186−5.8% | Reduced |
| New England Capital Financial Advisors LLC | 3,018 | $268.6K | 0.18% | −35−1.1% | Reduced |
| Middleton & Co Inc | 3,017 | $268.5K | 0.04% | −2,069−40.7% | Reduced |
| Capstone Investment Advisors, LLC | 3,014 | $268.3K | 0.01% | +1,783+144.8% | Added |
| LMCG Investments, LLC | 3,006 | $267.6K | 0.02% | −10.0% | Reduced |
| Fidelis Capital Partners, LLC | 3,002 | $267.2K | 0.10% | +97+3.3% | Added |
| Howland Capital Management LLC | 3,001 | $267.1K | 0.02% | 00.0% | Unchanged |
| Systematic Financial Management LP | 3,000 | $267.0K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $267.0K | 0.05% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $267.0K | 0.05% | 00.0% | Unchanged |
| General Partner, Inc. | 3,000 | $267.0K | 0.22% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,000 | $267.0K | 0.00% | +3,000 | New |
| PFS Investments Inc. | 2,984 | $266.0K | 0.00% | +341+12.9% | Added |
| Forbes J M & Co LLP | 2,978 | $265.0K | 0.03% | −5−0.2% | Reduced |
| LCM Capital Management Inc | 2,975 | $264.8K | 0.21% | −9−0.3% | Reduced |
| Empowered Funds, LLC | 2,950 | $262.6K | 0.01% | +2,950 | New |
| EA Series Trust | 2,950 | $262.6K | 0.01% | +2,950 | New |
| Court Place Advisors, LLC | 2,930 | $260.8K | 0.09% | −58−1.9% | Reduced |
| St Germain D J Co Inc | 2,926 | $260.4K | 0.01% | +2,926 | New |
| Calamos Wealth Management LLC | 2,919 | $259.8K | 0.02% | +5+0.2% | Added |
| Kistler-Tiffany Companies, LLC | 2,918 | $259.8K | 0.04% | +10.0% | Added |
| S.A. Mason LLC | 3,074 | $259.5K | 0.19% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 2,910 | $259.0K | 0.24% | 00.0% | Unchanged |
| Essex Savings Bank | 2,910 | $259.0K | 0.09% | +100+3.6% | Added |
| Wade G W & Inc | 2,906 | $259.0K | 0.01% | −10.0% | Reduced |
| Shelton Capital Management | 2,869 | $255.4K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,867 | $255.2K | 0.01% | +10.0% | Added |
| Reynders McVeigh Capital Management, LLC | 2,861 | $255.0K | 0.02% | +333+13.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,853 | $253.9K | 0.07% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,848 | $253.5K | 0.00% | +100+3.6% | Added |
| First Horizon Advisors, Inc. | 2,828 | $251.7K | 0.01% | −74−2.5% | Reduced |
| Optimum Investment Advisors | 2,800 | $249.2K | 0.12% | +475+20.4% | Added |
| Peoples Financial Services Corp. | 2,800 | $249.2K | 0.11% | −1,000−26.3% | Reduced |
| Proffitt & Goodson Inc | 2,798 | $249.1K | 0.05% | +7+0.3% | Added |
| Northeast Investment Management | 2,781 | $247.5K | 0.01% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 2,769 | $246.0K | 0.24% | +4+0.1% | Added |
| Prospera Financial Services Inc | 2,757 | $245.8K | 0.01% | −18−0.6% | Reduced |
| Adirondack Trust Co | 2,687 | $244.4K | 0.11% | −30−1.1% | Reduced |
| Addison Advisors LLC | 2,742 | $244.1K | 0.12% | −20−0.7% | Reduced |
| 9258 Wealth Management, LLC | 2,736 | $243.6K | 0.05% | −101−3.6% | Reduced |
| InterOcean Capital Group, LLC | 2,725 | $242.6K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2,717 | $241.9K | 0.01% | +2,717 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,704 | $240.7K | 0.05% | +7+0.3% | Added |
| Farmers Trust Co | 2,700 | $240.3K | 0.05% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 2,700 | $240.0K | 0.05% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,696 | $240.0K | 0.06% | +2,696 | New |
| First Citizens Bank & Trust Co | 2,694 | $239.8K | 0.00% | −96−3.4% | Reduced |
| Change Path, LLC | 2,682 | $239.0K | 0.01% | +168+6.7% | Added |
| MSH Capital Advisors LLC | 2,685 | $239.0K | 0.09% | +2,685 | New |
| Aveo Capital Partners, LLC | 2,679 | $238.5K | 0.03% | +24+0.9% | Added |