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 |
|---|---|---|---|---|---|
| Clean Yield Group | 181 | $14.7K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 186 | $14.9K | 0.00% | −10−5.1% | Reduced |
| Earnest Partners LLC | 196 | $15.7K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 199 | $16.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 196 | $16.0K | 0.01% | −100−33.8% | Reduced |
| Highlander Capital Management, LLC | 196 | $16.0K | 0.01% | +196 | New |
| Barrett & Company, Inc. | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 202 | $16.2K | 0.00% | +50+32.9% | Added |
| Hexagon Capital Partners LLC | 204 | $16.4K | 0.00% | −7−3.3% | Reduced |
| Column Capital Advisors, LLC | 207 | $16.6K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 208 | $17.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 225 | $18.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 227 | $18.2K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $18.5K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 232 | $18.6K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 236 | $19.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 247 | $19.8K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 244 | $20.0K | 0.01% | −1−0.4% | Reduced |
| Glen Eagle Advisors, LLC | 250 | $20.1K | 0.00% | −25−9.1% | Reduced |
| Osterweis Capital Management Inc | 250 | $20.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 261 | $21.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 262 | $21.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 263 | $21.1K | 0.01% | −2,000−88.4% | Reduced |
| VisionPoint Advisory Group, LLC | 264 | $21.2K | 0.01% | +264 | New |
| Kelly Financial Services LLC | 265 | $21.3K | 0.01% | +1+0.4% | Added |
| Resurgent Financial Advisors LLC | 267 | $21.4K | 0.01% | −112−29.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 275 | $22.0K | 0.00% | +53+23.9% | Added |
| AdvisorNet Financial, Inc | 274 | $22.0K | 0.00% | −179−39.5% | Reduced |
| Nemes Rush Group LLC | 291 | $23.4K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 300 | $24.1K | 0.01% | +300 | New |
| Core Alternative Capital | 302 | $24.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 308 | $24.7K | 0.00% | +1+0.3% | Added |
| Intelligent Financial Strategies | 316 | $25.4K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 324 | $26.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 325 | $26.1K | 0.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 335 | $26.9K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 348 | $27.9K | 0.01% | −3−0.9% | Reduced |
| Bray Capital Advisors | 350 | $28.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 350 | $28.1K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 363 | $29.2K | 0.00% | −42−10.4% | Reduced |
| Duncker Streett & Co Inc | 370 | $29.7K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 372 | $29.8K | 0.00% | +372 | New |
| Pinnacle Financial Partners Inc | 372 | $29.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 378 | $30.0K | 0.00% | +4+1.1% | Added |
| Orion Capital Management LLC | 375 | $30.1K | 0.02% | +375 | New |
| JJJ Advisors Inc. | 381 | $30.6K | 0.01% | +223+141.1% | Added |
| Norwood Financial Corp | 383 | $30.8K | 0.05% | −10−2.5% | Reduced |
| Prestige Wealth Management Group LLC | 386 | $31.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 394 | $31.7K | 0.03% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 397 | $31.9K | 0.03% | −700−63.8% | Reduced |
| CKW Financial Group | 401 | $32.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 393 | $32.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $32.1K | 0.00% | 00.0% | Unchanged |
| Motco | 402 | $32.3K | 0.00% | +36+9.8% | Added |
| Northwest Investment Counselors, LLC | 405 | $32.5K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 406 | $32.6K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 415 | $33.0K | 0.00% | +415 | New |
| Union Savings Bank | 411 | $33.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 418 | $33.6K | 0.00% | +1+0.2% | Added |
| CNB Bank | 429 | $34.5K | 0.02% | +192+81.0% | Added |
| Indiana Trust & Investment Management CO | 440 | $35.3K | 0.02% | +440 | New |
| First Command Advisory Services, Inc. | 448 | $36.0K | 0.00% | +448 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 456 | $36.6K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 459 | $36.9K | 0.00% | −27−5.6% | Reduced |
| Resources Management Corp | 460 | $37.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 462 | $37.1K | 0.02% | +32+7.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 481 | $38.6K | 0.00% | +143+42.3% | Added |
| Cornerstone Planning Group LLC | 483 | $38.8K | 0.01% | −32−6.2% | Reduced |
| Capital Advisors, Ltd. LLC | 520 | $42.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 527 | $42.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 528 | $42.4K | 0.02% | +528 | New |
| RVW Wealth, LLC | 550 | $44.2K | 0.01% | +550 | New |
| Independence Bank of Kentucky | 551 | $44.3K | 0.02% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 192 | $44.9K | 0.00% | +192 | New |
| Aspire Private Capital, LLC | 559 | $44.9K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 561 | $45.1K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 567 | $45.6K | 0.01% | +1+0.2% | Added |
| Pinnacle Bancorp, Inc. | 572 | $45.9K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 575 | $46.2K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 596 | $47.9K | 0.02% | −475−44.4% | Reduced |
| Key Financial Inc | 602 | $48.3K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 605 | $48.6K | 0.02% | +2+0.3% | Added |
| Beacon Capital Management, LLC | 558 | $49.7K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 625 | $50.2K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 633 | $50.8K | 0.04% | −79−11.1% | Reduced |
| Acima Private Wealth, LLC | 650 | $52.2K | 0.02% | −184−22.1% | Reduced |
| JFS Wealth Advisors, LLC | 651 | $52.3K | 0.00% | −3−0.5% | Reduced |
| First Community Trust NA | 682 | $54.8K | 0.06% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 682 | $54.8K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 700 | $56.2K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,970 | $56.7K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 709 | $56.9K | 0.02% | −50−6.6% | Reduced |
| Bellevue Asset Management, LLC | 716 | $57.5K | 0.04% | 00.0% | Unchanged |
| Oakmont Corp | 722 | $58.0K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 741 | $58.6K | 0.03% | +741 | New |
| Capital Analysts, LLC | 728 | $59.0K | 0.00% | +162+28.6% | Added |
| Missouri Trust & Investment Co | 745 | $59.8K | 0.03% | −197−20.9% | Reduced |
| Dividend Assets Capital, LLC | 775 | $62.0K | 0.01% | −142−15.5% | Reduced |
| Spire Wealth Management | 783 | $62.9K | 0.00% | +6+0.8% | Added |
| Covestor Ltd | 781 | $63.0K | 0.05% | −4−0.5% | Reduced |