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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 2,671 | $237.7K | 0.05% | −255−8.7% | Reduced |
| Great Lakes Advisors, LLC | 2,658 | $236.6K | 0.00% | +2,658 | New |
| Sentry Investment Management LLC | 2,657 | $236.0K | 0.09% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,647 | $235.6K | 0.01% | +88+3.4% | Added |
| Hilltop Holdings Inc. | 2,647 | $235.6K | 0.03% | +216+8.9% | Added |
| Cullen Capital Management LLC | 2,646 | $235.5K | 0.00% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 2,624 | $233.6K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,622 | $233.4K | 0.02% | +2+0.1% | Added |
| Anchor Investment Management, LLC | 2,615 | $232.8K | 0.03% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 2,601 | $232.0K | 0.03% | +10.0% | Added |
| Legacy Bridge, LLC | 2,596 | $231.1K | 0.15% | −315−10.8% | Reduced |
| Principal Street Partners, LLC | 2,585 | $230.1K | 0.05% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 2,582 | $229.8K | 0.02% | −750−22.5% | Reduced |
| Institute for Wealth Management, LLC. | 2,575 | $229.2K | 0.04% | −15−0.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,560 | $227.9K | 0.02% | −61−2.3% | Reduced |
| V-Square Quantitative Management LLC | 2,540 | $226.1K | 0.16% | −23−0.9% | Reduced |
| Centaurus Financial, Inc. | 2,536 | $226.0K | 0.02% | −351−12.2% | Reduced |
| Gratus Capital LLC | 2,518 | $224.1K | 0.02% | −36−1.4% | Reduced |
| Charter Oak Capital Management, LLC | 2,510 | $223.4K | 0.03% | −14−0.6% | Reduced |
| Cullinan Associates Inc | 2,501 | $222.6K | 0.01% | +50+2.0% | Added |
| Baker Ellis Asset Management LLC | 2,496 | $222.2K | 0.04% | 00.0% | Unchanged |
| Montis Financial, LLC | 2,486 | $221.3K | 0.15% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,480 | $220.7K | 0.01% | +2,480 | New |
| Archer Investment Corp | 2,263 | $219.3K | 0.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,462 | $219.1K | 0.01% | +24+1.0% | Added |
| Wescott Financial Advisory Group, LLC | 2,458 | $218.8K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 2,450 | $218.1K | 0.05% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 2,430 | $216.3K | 0.00% | −87,998−97.3% | Reduced |
| Asset Dedication, LLC | 2,385 | $215.0K | 0.02% | −77−3.1% | Reduced |
| Congress Wealth Management LLC | 2,395 | $213.2K | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,390 | $212.7K | 0.02% | +2,390 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,389 | $212.6K | 0.03% | +2,389 | New |
| Capital Planning Advisors, LLC | 2,383 | $212.1K | 0.04% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,380 | $211.8K | 0.00% | +2,380 | New |
| Atlas Private Wealth Management | 2,366 | $210.6K | 0.11% | +2,366 | New |
| Sentry LLC | 2,335 | $207.8K | 0.05% | +2,335 | New |
| Center For Asset Management LLC | 2,334 | $207.7K | 0.20% | +2,334 | New |
| Advisor OS, LLC | 2,315 | $206.1K | 0.03% | +2,315 | New |
| Equitable Holdings, Inc. | 2,312 | $205.8K | 0.00% | +2,312 | New |
| Gateway Wealth Partners, LLC | 2,301 | $204.8K | 0.04% | +2,301 | New |
| Foundations Investment Advisors, LLC | 2,296 | $204.3K | 0.01% | +2,296 | New |
| U.S. Capital Wealth Advisors, LLC | 2,290 | $203.8K | 0.01% | +2,290 | New |
| Cassaday & Co Wealth Management LLC | 2,287 | $203.6K | 0.01% | +2,287 | New |
| GTS Securities LLC | 2,285 | $203.4K | 0.01% | +2,285 | New |
| Mairs & Power Inc | 2,276 | $202.6K | 0.00% | −200−8.1% | Reduced |
| Cobblestone Capital Advisors LLC | 2,273 | $202.3K | 0.01% | +2,273 | New |
| Silicon Valley Capital Partners | 2,272 | $202.2K | 0.04% | 00.0% | Unchanged |
| Conning Inc. | 2,270 | $202.1K | 0.01% | −200−8.1% | Reduced |
| First Affirmative Financial Network | 2,266 | $201.7K | 0.20% | +2,266 | New |
| Radnor Capital Management, LLC | 2,259 | $201.0K | 0.09% | +2,259 | New |
| Logan Capital Management Inc | 2,255 | $200.7K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,228 | $198.3K | 0.08% | +48+2.2% | Added |
| Arrow Financial Corp | 2,171 | $193.2K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,113 | $188.1K | 0.02% | −8−0.4% | Reduced |
| First Financial Corp | 2,082 | $185.3K | 0.12% | −56−2.6% | Reduced |
| Harbor Investment Advisory, LLC | 2,078 | $185.0K | 0.03% | −253−10.9% | Reduced |
| Grove Bank & Trust | 2,073 | $184.5K | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,054 | $182.8K | 0.06% | +2,054 | New |
| Colonial Trust Co | 1,976 | $175.9K | 0.04% | +170+9.4% | Added |
| Carmichael Hill & Associates, Inc. | 1,931 | $171.9K | 0.08% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,914 | $170.4K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,811 | $161.0K | 0.01% | −28−1.5% | Reduced |
| Proequities, Inc. | 1,782 | $158.6K | 0.01% | +103+6.1% | Added |
| Massmutual Trust Co FSB | 1,694 | $150.8K | 0.01% | +64+3.9% | Added |
| BDO Wealth Advisors, LLC | 1,642 | $146.2K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,625 | $144.6K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,577 | $140.4K | 0.02% | −65−4.0% | Reduced |
| Prostatis Group LLC | 139,835 | $139.8K | 0.07% | +139,835 | New |
| Bank of New Hampshire | 1,565 | $139.3K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,541 | $137.2K | 0.01% | +10+0.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,538 | $137.0K | 0.09% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,523 | $135.6K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,499 | $133.4K | 0.01% | 00.0% | Unchanged |
| Thomas White International Ltd | 1,484 | $132.1K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,462 | $130.0K | 0.02% | +144+10.9% | Added |
| Caldwell Sutter Capital, Inc. | 1,370 | $121.9K | 0.06% | +1,370 | New |
| Atlas Capital Advisors LLC | 1,364 | $121.4K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,360 | $121.0K | 0.05% | +402+42.0% | Added |
| Estabrook Capital Management | 1,347 | $119.9K | 0.02% | −300−18.2% | Reduced |
| Baldwin Brothers Inc | 1,330 | $118.4K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,305 | $116.2K | 0.13% | −25−1.9% | Reduced |
| Stephenson National Bank & Trust | 1,261 | $112.2K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,261 | $112.2K | 0.02% | −31−2.4% | Reduced |
| Geneos Wealth Management Inc. | 1,233 | $109.7K | 0.01% | +119+10.7% | Added |
| AllSquare Wealth Management LLC | 1,350 | $109.7K | 0.07% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,231 | $109.6K | 0.00% | +1,231 | New |
| Piscataqua Savings Bank | 1,207 | $107.4K | 0.09% | −12−1.0% | Reduced |
| Alta Advisers Ltd | 1,200 | $106.8K | 0.06% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,190 | $106.0K | 0.00% | +87+7.9% | Added |
| Parallax Volatility Advisers, L.P. | 1,182 | $105.2K | 0.00% | −14,211−92.3% | Reduced |
| Kessler Investment Group, LLC | 1,171 | $104.2K | 0.07% | 00.0% | Unchanged |
| City State Bank | 1,134 | $101.0K | 0.05% | −9−0.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,133 | $101.0K | 0.08% | +142+14.3% | Added |
| Crewe Advisors LLC | 1,132 | $100.8K | 0.01% | +5+0.4% | Added |
| Chesapeake Asset Management LLC | 1,097 | $97.6K | 0.09% | −206−15.8% | Reduced |
| Park Place Capital Corp | 1,087 | $96.8K | 0.03% | +623+134.3% | Added |
| Monetary Management Group Inc | 1,071 | $95.3K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,071 | $95.0K | 0.10% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,047 | $93.2K | 0.01% | −1−0.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,041 | $92.7K | 0.06% | +1,041 | New |