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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vontobel Asset Management Inc | 0 | $0 | 0.00% | −2,117,780−100.0% | Sold out |
| Deccan Value Investors L.P. | 0 | $0 | 0.00% | −2,019,902−100.0% | Sold out |
| Canoe Financial LP | 0 | $0 | 0.00% | −968,894−100.0% | Sold out |
| Alphinity Investment Management Pty Ltd | 0 | $0 | 0.00% | −426,176−100.0% | Sold out |
| Clean Energy Transition LLP | 0 | $0 | 0.00% | −181,733−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −105,356−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −86,256−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −79,558−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −49,760−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −43,179−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −21,700−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −21,325−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −19,426−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −13,950−100.0% | Sold out |
| Sabal Trust CO | 0 | $0 | 0.00% | −11,951−100.0% | Sold out |
| London & Capital Asset Management Ltd | 0 | $0 | 0.00% | −10,839−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,213−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −8,501−100.0% | Sold out |
| TBH Global Asset Management, LLC | 0 | $0 | 0.00% | −8,342−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −8,016−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,608−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,150−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −6,011−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −5,922−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −5,247−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −4,553−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −4,371−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −3,971−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −3,024−100.0% | Sold out |
| Middleton & Co Inc | 0 | $0 | 0.00% | −3,017−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −2,798−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −2,717−100.0% | Sold out |
| Farmers Trust Co | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −2,696−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −2,682−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −2,647−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −2,575−100.0% | Sold out |
| Baker Ellis Asset Management LLC | 0 | $0 | 0.00% | −2,496−100.0% | Sold out |
| Montis Financial, LLC | 0 | $0 | 0.00% | −2,486−100.0% | Sold out |
| Wescott Financial Advisory Group, LLC | 0 | $0 | 0.00% | −2,458−100.0% | Sold out |
| Founders Capital Management, LLC | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −2,395−100.0% | Sold out |
| Naples Global Advisors, LLC | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −2,389−100.0% | Sold out |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −2,383−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| Sentry LLC | 0 | $0 | 0.00% | −2,335−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −2,334−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −2,301−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −2,296−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −2,287−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −2,276−100.0% | Sold out |
| Cobblestone Capital Advisors LLC | 0 | $0 | 0.00% | −2,273−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −2,270−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −2,259−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,054−100.0% | Sold out |
| Wellington Shields & Co., LLC | 0 | $0 | 0.00% | −1,914−100.0% | Sold out |
| Prostatis Group LLC | 0 | $0 | 0.00% | −139,835−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,182−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −1,132−100.0% | Sold out |
| LFA - Lugano Financial Advisors SA | 0 | $0 | 0.00% | −1,041−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −962−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −802−100.0% | Sold out |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −587−100.0% | Sold out |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −539−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Efg Capital International Corp. | – | – | – | – | Not filed |
| Tiaa, FSB | – | – | – | – | Not filed |
| Ascension Asset Management LLC | – | – | – | – | Not filed |
| PFS Investments Inc. | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |
| Thomas White International Ltd | – | – | – | – | Not filed |