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Livermore
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.

13F holders, Q3 2023

Institutional positions in Otis Worldwide Corp as of Sep 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
1,099
−8 vs. Q2 2023
Shares held
357.0M
−7.70K (0.0%) vs. Q2 2023
Total value
$28.7B
−$3.07B (−9.7%) vs. Q2 2023
New holders
84
352 more added
Sold out
92
405 more reduced

17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,099 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ3 2023: $28.7B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q2 2023.

Institutions holding OTIS in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
HBC Financial Services, PLLC7$00.00%00.0%Unchanged
ClariVest Asset Management LLC6$00.00%+6New
PSI Advisors, LLC2$1610.00%00.0%Unchanged
Tfo-TDC, LLC4$3560.00%+2+100.0%Added
Delos Wealth Advisors, LLC5$4280.00%00.0%Unchanged
Rise Advisors, LLC7$5890.00%00.0%Unchanged
Wolff Wiese Magana LLC8$6430.00%00.0%Unchanged
New Millennium Group LLC9$7230.00%00.0%Unchanged
Global Trust Asset Management, LLC11$8830.00%00.0%Unchanged
Ogorek Anthony Joseph23$1.00K0.00%00.0%Unchanged
Avion Wealth18$1.00K0.00%−12−40.0%Reduced
Guardian Wealth Management, Inc.12$1.00K0.00%00.0%Unchanged
Perkins Coie Trust Co13$1.04K0.00%+13New
Provenance Wealth Advisors, LLC13$1.04K0.00%+13New
Bogart Wealth, LLC14$1.12K0.00%00.0%Unchanged
West Paces Advisors Inc.14$1.12K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC15$1.18K0.00%−135−90.0%Reduced
Chilton Capital Management LLC15$1.21K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC15$1.21K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC20$1.61K0.00%−374−94.9%Reduced
Intrepid Capital Management Inc20$1.61K0.00%00.0%Unchanged
TD Capital Management LLC20$1.61K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC23$1.84K0.00%00.0%Unchanged
Northwest Capital Management Inc23$1.85K0.00%00.0%Unchanged
Valley National Advisers Inc20$2.00K0.00%00.0%Unchanged
Pacific Center for Financial Services25$2.01K0.00%00.0%Unchanged
PFS Partners, LLC26$2.08K0.00%00.0%Unchanged
Financial Freedom, LLC27$2.19K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC28$2.25K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.29$2.33K0.00%+29New
Impact Partnership Wealth, LLC30$2.41K0.00%+30New
True Wealth Design, LLC33$2.65K0.00%00.0%Unchanged
Fortis Group Advisors, LLC38$3.05K0.00%+38New
First Eagle Investment Management, LLC39$3.13K0.00%−67−63.2%Reduced
SOA Wealth Advisors, LLC.40$3.21K0.00%00.0%Unchanged
Toth Financial Advisory Corp45$3.61K0.00%00.0%Unchanged
McIlrath & Eck, LLC45$3.61K0.00%00.0%Unchanged
Hoey Investments, Inc46$3.69K0.00%00.0%Unchanged
Provence Wealth Management Group48$3.85K0.00%+48New
Legacy Financial Group LLC49$3.94K0.00%+49New
Harel Insurance Investments & Financial Services Ltd.55$4.00K0.00%00.0%Unchanged
WR Wealth Planners, LLC50$4.02K0.00%00.0%Unchanged
Rogco, LP50$4.02K0.00%+50New
Sunbelt Securities, Inc.52$4.18K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc55$4.38K0.00%+1+1.9%Added
Granite FO LLC57$4.58K0.00%00.0%Unchanged
Syntax Research, Inc.59$4.74K0.00%+59New
SJS Investment Consulting Inc.60$4.82K0.00%00.0%Unchanged
Financial Management Professionals, Inc.58$5.00K0.00%−61−51.3%Reduced
Tower View Investment Management & Research LLC58$5.00K0.00%+1+1.8%Added
Newbridge Financial Services Group, Inc.64$5.14K0.00%00.0%Unchanged
Thompson Investment Management, Inc.67$5.38K0.00%00.0%Unchanged
Raffa Wealth Management, LLC69$5.54K0.00%00.0%Unchanged
Venturi Wealth Management, LLC73$5.86K0.00%+73New
Tradition Wealth Management, LLC80$6.00K0.00%−8−9.1%Reduced
ORG Partners LLC75$6.02K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.75$6.02K0.00%00.0%Unchanged
Abound Wealth Management77$6.20K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC78$6.26K0.00%−7−8.2%Reduced
Salomon & Ludwin, LLC81$6.50K0.00%+81New
Focused Wealth Management, Inc83$6.71K0.00%00.0%Unchanged
Pflug Koory, LLC84$6.86K0.00%−150−64.1%Reduced
Kayne Anderson Rudnick Investment Management LLC87$6.99K0.00%00.0%Unchanged
Hall Laurie J Trustee92$7.00K0.00%−97−51.3%Reduced
Tyler-Stone Wealth Management86$7.00K0.00%00.0%Unchanged
First PREMIER Bank100$8.00K0.00%00.0%Unchanged
Steward Financial Group LLC110$8.00K0.00%+110New
First Personal Financial Services100$8.03K0.00%00.0%Unchanged
Milestone Investment Advisors LLC100$8.03K0.00%+100New
Marquette Asset Management, LLC103$8.27K0.00%+34+49.3%Added
1832 Asset Management L.P.104$8.35K0.00%−13−11.1%Reduced
CGC Financial Services, LLC110$8.83K0.01%00.0%Unchanged
DecisionPoint Financial, LLC110$8.84K0.00%00.0%Unchanged
Jones Financial Companies LLLP112$8.99K0.00%+112New
PrairieView Partners, LLC113$9.00K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.116$9.00K0.01%00.0%Unchanged
Sittner & Nelson, LLC118$9.48K0.01%00.0%Unchanged
Baker Avenue Asset Management, LP118$9.48K0.00%+21+21.6%Added
Tortoise Investment Management, LLC131$10.5K0.00%+6+4.8%Added
IAG Wealth Partners, LLC136$10.9K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC137$11.0K0.00%+137New
Rosenberg Matthew Hamilton142$11.4K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC144$11.6K0.01%00.0%Unchanged
Creative Financial Designs Inc148$11.9K0.00%+50+51.0%Added
Edmond de Rothschild Holding S.A.150$12.0K0.00%−449−75.0%Reduced
Westside Investment Management, Inc.150$12.0K0.00%00.0%Unchanged
Annapolis Financial Services, LLC150$12.0K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC150$12.0K0.01%00.0%Unchanged
Johnson Financial Group, Inc.153$12.3K0.00%00.0%Unchanged
Level Financial Advisors, Inc.160$12.8K0.01%00.0%Unchanged
TSFG, LLC163$13.0K0.00%00.0%Unchanged
GW&K Investment Management, LLC157$13.0K0.00%+3+1.9%Added
Versant Capital Management, Inc167$13.4K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC167$13.4K0.01%00.0%Unchanged
West Tower Group, LLC167$13.4K0.01%+64+62.1%Added
MCF Advisors LLC171$13.7K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC172$13.8K0.00%00.0%Unchanged
West Oak Capital, LLC175$14.0K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC176$14.1K0.00%00.0%Unchanged
Financial Perspectives, Inc180$14.5K0.01%00.0%Unchanged