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Livermore
ZHEN

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.

Q3 2023 vs. Q2 2023

How the institutions holding Otis Worldwide Corp changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of OTIS: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,124171,099−8
Shares358.6M1.64M357.0M−7.70K (0.0%)
Value$31.9B$145.9M$28.7B−$3.07B (−9.7%)

17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (84)

Institutions that held Otis Worldwide Corp at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to OTIS in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA1,520,702$122.1M0.15%
Comerica Bank113,665$9.13M0.05%
Sawgrass Asset Management LLC67,484$5.42M0.66%
Financiere des Professionnels - Fonds d,investissement inc.60,056$4.82M0.46%
Granite Bay Wealth Management, LLC50,400$4.31M0.04%
Financial Advisors Network, Inc.38,250$3.07M0.69%
Richard Bernstein Advisors LLC36,934$2.97M0.07%
Arlington Trust Co LLC35,194$2.83M1.16%
FORA Capital, LLC35,037$2.81M0.25%
Wealth Enhancement Advisory Services, LLC33,323$2.68M0.01%
Circle Wealth Management, LLC32,819$2.64M0.07%
QRG Capital Management, Inc.32,186$2.58M0.04%
Cubist Systematic Strategies, LLC31,346$2.52M0.03%
Qsemble Capital Management, LP27,500$2.21M0.41%
Sherbrooke Park Advisers LLC27,258$2.19M0.70%
Aigen Investment Management, LP26,059$2.09M0.39%
Goodman Advisory Group, LLC23,564$1.89M0.71%
Tiaa Trust, National Association22,360$1.80M0.01%
Liontrust Investment Partners LLP19,530$1.57M0.03%
Graham Capital Management, L.P.17,943$1.44M0.04%
Envestnet Portfolio Solutions, Inc.17,228$1.38M0.01%
Occudo Quantitative Strategies LP16,236$1.30M0.17%
Hudson Canyon Capital Management17,250$1.24M1.02%
Pensionfund Sabic15,000$1.21M0.42%
Aquatic Capital Management LLC14,700$1.18M0.05%
Snider Financial Group14,334$1.15M0.56%
Walleye Trading LLC13,012$1.04M0.02%
Quantinno Capital Management LP11,986$963.0K0.04%
K.J. Harrison & Partners Inc10,000$803.1K0.18%
Toews Corp9,700$779.0K0.47%
Oversea-Chinese Banking CORP Ltd9,589$770.3K0.04%
Quadrature Capital Ltd8,512$683.6K0.01%
Greenland Capital Management LP7,999$642.4K0.08%
Boothbay Fund Management, LLC6,527$524.2K0.02%
Sciencast Management LP6,405$514.4K0.23%
NEOS Investment Management LLC5,150$413.6K0.05%
Meiji Yasuda Life Insurance Co5,090$408.8K0.01%
Geller Advisors LLC4,666$374.7K0.04%
Vident Advisory, LLC4,651$373.5K0.01%
Core Wealth Partners LLC4,570$367.0K0.33%
Blueshift Asset Management, LLC4,424$355.3K0.21%
IHT Wealth Management, LLC4,319$346.9K0.02%
First Foundation Advisors4,087$328.2K0.02%
Quantbot Technologies LP3,986$320.1K0.02%
Americana Partners, LLC3,477$279.2K0.03%
Simplex Trading, LLC3,350$269.0K0.01%
Aptus Capital Advisors, LLC3,349$269.0K0.01%
Gsa Capital Partners LLP3,195$257.0K0.02%
Douglas Lane & Associates, LLC3,185$255.8K0.00%
Stevens Capital Management LP3,120$251.0K0.07%
Ramirez Asset Management, Inc.3,121$250.6K0.05%
Founders Financial Securities LLC2,677$215.0K0.03%
Holistic Financial Partners2,597$208.6K0.14%
Kapitalo Investimentos Ltda2,228$178.9K0.02%
Natixis1,949$156.5K0.00%
CWS Financial Advisors, LLC789$63.4K0.03%
Pacifica Partners Inc.741$58.6K0.03%
Sofos Investments, Inc.192$44.9K0.00%
RVW Wealth, LLC550$44.2K0.01%
Annis Gardner Whiting Capital Advisors, LLC528$42.4K0.02%
First Command Advisory Services, Inc.448$36.0K0.00%
Indiana Trust & Investment Management CO440$35.3K0.02%
NBC Securities, Inc.415$33.0K0.00%
Orion Capital Management LLC375$30.1K0.02%
Flaharty Asset Management, LLC372$29.8K0.00%
United Community Bank300$24.1K0.01%
VisionPoint Advisory Group, LLC264$21.2K0.01%
Highlander Capital Management, LLC196$16.0K0.01%
Householder Group Estate & Retirement Specialist, LLC137$11.0K0.00%
Jones Financial Companies LLLP112$8.99K0.00%
Milestone Investment Advisors LLC100$8.03K0.00%
Steward Financial Group LLC110$8.00K0.00%
Salomon & Ludwin, LLC81$6.50K0.00%
Venturi Wealth Management, LLC73$5.86K0.00%
Syntax Research, Inc.59$4.74K0.00%
Rogco, LP50$4.02K0.00%
Legacy Financial Group LLC49$3.94K0.00%
Provence Wealth Management Group48$3.85K0.00%
Fortis Group Advisors, LLC38$3.05K0.00%
Impact Partnership Wealth, LLC30$2.41K0.00%
DHJJ Financial Advisors, Ltd.29$2.33K0.00%
Provenance Wealth Advisors, LLC13$1.04K0.00%
Perkins Coie Trust Co13$1.04K0.00%
ClariVest Asset Management LLC6$00.00%

Sold out (92)

Institutions that held Otis Worldwide Corp at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of OTIS in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Vontobel Asset Management Inc2,117,780$201.5M
Deccan Value Investors L.P.2,019,902$179.8M
Canoe Financial LP968,894$86.3M
Alphinity Investment Management Pty Ltd426,176$37.9M
Clean Energy Transition LLP181,733$16.2M
Vident Investment Advisory, LLC105,356$9.38M
Capital Fund Management S.A.86,256$7.68M
Walleye Capital LLC79,558$7.08M
Eisler Capital (US) LLC49,760$4.43M
Y-Intercept (Hong Kong) Ltd43,179$3.84M
Intrinsic Edge Capital Management LLC40,000$3.56M
Lighthouse Investment Partners, LLC29,000$2.58M
Bayesian Capital Management, LP21,700$1.93M
LGT Group Foundation21,325$1.90M
Veritable, L.P.19,426$1.73M
Zurich Insurance Group Ltd16,100$1.43M
M Holdings Securities, Inc.13,950$1.24M
Sabal Trust CO11,951$1.06M
London & Capital Asset Management Ltd10,839$964.8K
Centiva Capital, LP10,213$909.1K
Caxton Associates LP8,501$756.7K
TBH Global Asset Management, LLC8,342$742.5K
Paloma Partners Management Co8,016$713.5K
Dynamic Technology Lab Private Ltd6,608$588.0K
ISAM Funds (UK) Ltd6,150$547.4K
Stonehage Fleming Financial Services Holdings Ltd6,011$532.7K
Ergoteles LLC5,922$527.1K
Agf Management Ltd5,247$467.0K
TownSquare Capital, LLC4,553$405.2K
Quantamental Technologies LLC4,371$389.1K
Asahi Life Asset Management Co., Ltd.4,300$382.7K
Segall Bryant & Hamill, LLC3,971$353.5K
Machina Capital S.A.S.3,050$271.5K
Crestwood Advisors Group LLC3,024$269.1K
Middleton & Co Inc3,017$268.5K
Proffitt & Goodson Inc2,798$249.1K
Focus Financial Network, Inc.2,717$241.9K
Farmers Trust Co2,700$240.3K
Prescott Group Capital Management, L.L.C.2,700$240.0K
D'Orazio & Associates, Inc.2,696$240.0K
Change Path, LLC2,682$239.0K
Avantax Planning Partners, Inc.2,647$235.6K
Institute for Wealth Management, LLC.2,575$229.2K
Baker Ellis Asset Management LLC2,496$222.2K
Montis Financial, LLC2,486$221.3K
Wescott Financial Advisory Group, LLC2,458$218.8K
Founders Capital Management, LLC2,450$218.1K
Congress Wealth Management LLC2,395$213.2K
Naples Global Advisors, LLC2,390$212.7K
Pinnacle Wealth Planning Services, Inc.2,389$212.6K
Capital Planning Advisors, LLC2,383$212.1K
Schonfeld Strategic Advisors LLC2,380$211.8K
Atlas Private Wealth Management2,366$210.6K
Sentry LLC2,335$207.8K
Center For Asset Management LLC2,334$207.7K
Advisor OS, LLC2,315$206.1K
Gateway Wealth Partners, LLC2,301$204.8K
Foundations Investment Advisors, LLC2,296$204.3K
U.S. Capital Wealth Advisors, LLC2,290$203.8K
Cassaday & Co Wealth Management LLC2,287$203.6K
Mairs & Power Inc2,276$202.6K
Cobblestone Capital Advisors LLC2,273$202.3K
Silicon Valley Capital Partners2,272$202.2K
Conning Inc.2,270$202.1K
Radnor Capital Management, LLC2,259$201.0K
Headlands Technologies LLC2,054$182.8K
Wellington Shields & Co., LLC1,914$170.4K
Prostatis Group LLC139,835$139.8K
Horan Securities, Inc.1,360$121.0K
Mather Group, LLC.1,231$109.6K
Parallax Volatility Advisers, L.P.1,182$105.2K
Crewe Advisors LLC1,132$100.8K
LFA - Lugano Financial Advisors SA1,041$92.7K
Tilia Fiduciary Partners, Inc.962$85.6K
Fairfield, Bush & Co.863$76.8K
CVA Family Office, LLC802$71.4K
PCA Investment Advisory Services Inc.587$52.3K
Wellington Shields Capital Management, LLC566$50.4K
Clear Street Markets LLC539$48.0K
Options Solutions, LLC500$44.5K
Fiduciary Alliance LLC284$25.3K
Old Point Trust & Financial Services N A250$22.3K
Operose Advisors LLC225$20.0K
Altshuler Shaham Ltd207$18.4K
Disciplined Investments, LLC104$9.26K
Albion Financial Group100$8.90K
WealthPLAN Partners, LLC85$7.57K
Halpern Financial, Inc.73$6.45K
ICA Group Wealth Management, LLC18$1.60K
Ridgewood Investments LLC14$1.25K
Benjamin Edwards Inc6$1.00K
Pittenger & Anderson Inc1$90

Not filed for Q3 2023 yet (17)

Institutions that held Otis Worldwide Corp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTIS in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA1,510,526$134.5M
Efg Capital International Corp.80,682$7.18M
Tiaa, FSB26,882$2.39M
Ascension Asset Management LLC6,914$615.4K
PFS Investments Inc.2,984$266.0K
EA Series Trust2,950$262.6K
Kistler-Tiffany Companies, LLC2,918$259.8K
BDO Wealth Advisors, LLC1,642$146.2K
Thomas White International Ltd1,484$132.1K
First Command Bank478$42.5K
First Command Financial Services, Inc.478$42.5K
BerganKDV Wealth Management, LLC344$30.6K
First National Bank of South Miami300$26.7K
Endurance Wealth Management, Inc.150$13.0K
Lumature Wealth Partners, LLC121$10.8K
First Capital Advisors Group, LLC.18$1.60K
Coastal Capital Group, Inc.2$186