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 |
|---|---|---|---|---|---|
| CWS Financial Advisors, LLC | 789 | $63.4K | 0.03% | +789 | New |
| Parkside Financial Bank & Trust | 792 | $63.6K | 0.01% | −244−23.6% | Reduced |
| Register Financial Advisors LLC | 800 | $64.2K | 0.05% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 800 | $64.3K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 811 | $65.1K | 0.01% | −14−1.7% | Reduced |
| Center for Financial Planning, Inc. | 820 | $65.9K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $66.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 822 | $66.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 826 | $66.4K | 0.01% | +150+22.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 833 | $66.9K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 881 | $70.7K | 0.02% | +3+0.3% | Added |
| Cassady Schiller Wealth Management, LLC | 882 | $70.9K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 896 | $72.0K | 0.01% | −151−14.4% | Reduced |
| Leonteq Securities AG | 900 | $72.3K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 908 | $72.9K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 930 | $74.7K | 0.01% | +890+2,225.0% | Added |
| Hanson & Doremus Investment Management | 947 | $76.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 853 | $76.0K | 0.00% | +321+60.3% | Added |
| Creative Capital Management Investments LLC | 947 | $76.1K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,000 | $80.3K | 0.01% | −330−24.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,029 | $82.6K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,032 | $82.9K | 0.02% | −37−3.5% | Reduced |
| Ulland Investment Advisors, LLC | 1,071 | $86.0K | 0.09% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,084 | $87.0K | 0.04% | +117+12.1% | Added |
| Hazlett, Burt & Watson, Inc. | 1,134 | $90.0K | 0.07% | +1+0.1% | Added |
| City State Bank | 1,117 | $90.0K | 0.05% | −17−1.5% | Reduced |
| Global Retirement Partners, LLC | 1,174 | $94.0K | 0.00% | +223+23.4% | Added |
| Kessler Investment Group, LLC | 1,171 | $94.0K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $96.4K | 0.06% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,207 | $96.9K | 0.08% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,212 | $97.3K | 0.01% | −21−1.7% | Reduced |
| Ci Investments Inc. | 1,245 | $100.0K | 0.00% | +55+4.6% | Added |
| Stephenson National Bank & Trust | 1,261 | $101.3K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,261 | $101.3K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,266 | $101.7K | 0.02% | −81−6.0% | Reduced |
| Paladin Advisory Group, LLC | 1,269 | $101.9K | 0.09% | +289+29.5% | Added |
| Cypress Capital Management LLC (WY) | 1,305 | $104.8K | 0.12% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $108.4K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,364 | $109.5K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,370 | $110.0K | 0.06% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,400 | $112.4K | 0.00% | −3,255−69.9% | Reduced |
| Massmutual Trust Co FSB | 1,423 | $114.3K | 0.00% | −271−16.0% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,462 | $117.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,478 | $118.7K | 0.08% | +1,372+1,294.3% | Added |
| Acropolis Investment Management, LLC | 1,488 | $119.5K | 0.01% | −35−2.3% | Reduced |
| Bangor Savings Bank | 1,499 | $120.4K | 0.01% | −78−4.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,538 | $124.0K | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,563 | $125.6K | 0.01% | +22+1.4% | Added |
| Bank of New Hampshire | 1,565 | $125.7K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,579 | $126.8K | 0.02% | +1,172+288.0% | Added |
| North Star Investment Management Corp. | 1,589 | $127.6K | 0.01% | +90+6.0% | Added |
| Acadian Asset Management LLC | 1,611 | $129.0K | 0.00% | −17,200−91.4% | Reduced |
| Citizens National Bank Trust Department | 1,625 | $130.5K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,653 | $132.8K | 0.02% | −425−20.5% | Reduced |
| Proequities, Inc. | 1,774 | $142.5K | 0.01% | −8−0.4% | Reduced |
| Smithfield Trust Co | 1,811 | $145.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,931 | $155.1K | 0.08% | 00.0% | Unchanged |
| Natixis | 1,949 | $156.5K | 0.00% | +1,949 | New |
| First Financial Corp | 1,964 | $157.7K | 0.09% | −118−5.7% | Reduced |
| Colonial Trust Co | 1,976 | $158.7K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,995 | $160.2K | 0.01% | −25−1.2% | Reduced |
| Park Place Capital Corp | 2,046 | $164.3K | 0.05% | +959+88.2% | Added |
| Manchester Capital Management LLC | 2,072 | $166.4K | 0.02% | −21,102−91.1% | Reduced |
| Grove Bank & Trust | 2,073 | $166.5K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,110 | $169.5K | 0.02% | −3−0.1% | Reduced |
| Deseret Mutual Benefit Administrators | 2,201 | $176.8K | 0.09% | −27−1.2% | Reduced |
| Kapitalo Investimentos Ltda | 2,228 | $178.9K | 0.02% | +2,228 | New |
| Logan Capital Management Inc | 2,255 | $181.1K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,371 | $190.4K | 0.02% | +200+9.2% | Added |
| Sentry Investment Management LLC | 2,389 | $192.0K | 0.09% | −268−10.1% | Reduced |
| Asset Dedication, LLC | 2,480 | $201.0K | 0.02% | +95+4.0% | Added |
| Charter Oak Capital Management, LLC | 2,510 | $201.6K | 0.03% | 00.0% | Unchanged |
| Gratus Capital LLC | 2,518 | $202.2K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2,530 | $203.2K | 0.03% | −2,856−53.0% | Reduced |
| Howland Capital Management LLC | 2,536 | $203.7K | 0.01% | −465−15.5% | Reduced |
| Hancock Whitney Corp | 2,539 | $203.9K | 0.01% | −563−18.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,540 | $204.0K | 0.02% | −20−0.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 2,582 | $207.4K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,596 | $208.5K | 0.15% | 00.0% | Unchanged |
| Holistic Financial Partners | 2,597 | $208.6K | 0.14% | +2,597 | New |
| Hilltop Holdings Inc. | 2,599 | $208.7K | 0.03% | −48−1.8% | Reduced |
| Cullinan Associates Inc | 2,601 | $208.9K | 0.01% | +100+4.0% | Added |
| Laurel Wealth Advisors LLC | 2,609 | $209.5K | 0.04% | −62−2.3% | Reduced |
| Anchor Investment Management, LLC | 2,615 | $210.0K | 0.03% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,616 | $210.1K | 0.03% | −63−2.4% | Reduced |
| Bellecapital International Ltd. | 2,624 | $210.7K | 0.05% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 2,646 | $212.5K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,655 | $213.2K | 0.11% | −32−1.2% | Reduced |
| Brighton Jones LLC | 2,662 | $213.8K | 0.01% | +200+8.1% | Added |
| Great Lakes Advisors, LLC | 2,674 | $214.7K | 0.00% | +16+0.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,681 | $215.0K | 0.00% | −24,750−90.2% | Reduced |
| Founders Financial Securities LLC | 2,677 | $215.0K | 0.03% | +2,677 | New |
| MSH Capital Advisors LLC | 2,685 | $215.6K | 0.08% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,691 | $216.1K | 0.04% | −13−0.5% | Reduced |
| First Citizens Bank & Trust Co | 2,694 | $216.4K | 0.00% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,725 | $218.8K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,733 | $219.5K | 0.00% | +421+18.2% | Added |
| Prospera Financial Services Inc | 2,730 | $219.7K | 0.01% | −27−1.0% | Reduced |
| 9258 Wealth Management, LLC | 2,736 | $219.8K | 0.04% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 2,750 | $221.0K | 0.03% | +149+5.7% | Added |