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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 2,759 | $221.6K | 0.01% | −1,569−36.3% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,769 | $222.4K | 0.23% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,782 | $223.5K | 0.01% | +160+6.1% | Added |
| Peoples Financial Services Corp. | 2,800 | $224.9K | 0.11% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,800 | $224.9K | 0.12% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,869 | $225.6K | 0.00% | +21+0.7% | Added |
| Addison Advisors LLC | 2,833 | $227.5K | 0.11% | +91+3.3% | Added |
| First Horizon Advisors, Inc. | 2,840 | $228.1K | 0.01% | +12+0.4% | Added |
| Ancora Advisors, LLC | 2,842 | $228.3K | 0.01% | −25−0.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,853 | $229.1K | 0.07% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,855 | $229.3K | 0.22% | +589+26.0% | Added |
| Shelton Capital Management | 2,869 | $230.4K | 0.01% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 2,910 | $233.7K | 0.23% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,920 | $234.5K | 0.08% | −10−0.3% | Reduced |
| New England Capital Financial Advisors LLC | 2,922 | $234.7K | 0.16% | −96−3.2% | Reduced |
| General Partner, Inc. | 3,000 | $237.4K | 0.21% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,963 | $238.0K | 0.01% | −322−9.8% | Reduced |
| LCM Capital Management Inc | 2,966 | $238.2K | 0.19% | −9−0.3% | Reduced |
| First National Trust Co | 2,967 | $238.3K | 0.01% | −241−7.5% | Reduced |
| Forbes J M & Co LLP | 2,978 | $239.2K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 2,997 | $240.7K | 0.08% | +87+3.0% | Added |
| Systematic Financial Management LP | 3,000 | $240.9K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $240.9K | 0.05% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $240.9K | 0.06% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,000 | $240.9K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,001 | $241.0K | 0.17% | −73−2.4% | Reduced |
| LMCG Investments, LLC | 3,004 | $241.3K | 0.02% | −2−0.1% | Reduced |
| Fidelis Capital Partners, LLC | 3,022 | $242.7K | 0.08% | +20+0.7% | Added |
| Reynders McVeigh Capital Management, LLC | 3,046 | $245.0K | 0.02% | +185+6.5% | Added |
| Centaurus Financial, Inc. | 3,054 | $245.0K | 0.02% | +518+20.4% | Added |
| Sky Investment Group LLC | 3,065 | $246.2K | 0.06% | +5+0.2% | Added |
| St Germain D J Co Inc | 3,081 | $247.4K | 0.01% | +155+5.3% | Added |
| Vestmark Advisory Solutions, Inc. | 3,086 | $247.8K | 0.02% | −5,552−64.3% | Reduced |
| State of Wyoming | 3,094 | $248.5K | 0.05% | −2,085−40.3% | Reduced |
| Tiemann Investment Advisors, LLC | 3,099 | $248.9K | 0.13% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3,103 | $249.2K | 0.03% | −140−4.3% | Reduced |
| Ramirez Asset Management, Inc. | 3,121 | $250.6K | 0.05% | +3,121 | New |
| J. L. Bainbridge & Co., Inc. | 3,124 | $250.9K | 0.03% | +12+0.4% | Added |
| Stevens Capital Management LP | 3,120 | $251.0K | 0.07% | +3,120 | New |
| Meridian Wealth Management, LLC | 3,139 | $252.1K | 0.02% | −49−1.5% | Reduced |
| Fort, L.P. | 3,140 | $252.2K | 0.70% | −171−5.2% | Reduced |
| Institutional & Family Asset Management, LLC | 3,160 | $253.8K | 0.04% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,161 | $253.9K | 0.02% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 3,169 | $254.5K | 0.02% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,185 | $255.8K | 0.00% | +3,185 | New |
| Fukoku Mutual Life Insurance Co | 3,191 | $256.3K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,195 | $257.0K | 0.02% | +3,195 | New |
| Calamos Wealth Management LLC | 3,202 | $257.2K | 0.02% | +283+9.7% | Added |
| Resonant Capital Advisors, LLC | 3,206 | $257.5K | 0.03% | −661−17.1% | Reduced |
| Security National Bank | 3,226 | $259.6K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,233 | $259.6K | 0.03% | +114+3.7% | Added |
| GSB Wealth Management, LLC | 3,248 | $260.9K | 0.09% | +19+0.6% | Added |
| Boyd Watterson Asset Management LLC | 3,265 | $262.2K | 0.11% | −18−0.5% | Reduced |
| Riverwater Partners LLC | 3,267 | $262.4K | 0.24% | −60−1.8% | Reduced |
| Defined Wealth Management, LLC | 3,315 | $266.2K | 0.23% | +3+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 3,327 | $267.2K | 0.03% | −83−2.4% | Reduced |
| Aptus Capital Advisors, LLC | 3,349 | $269.0K | 0.01% | +3,349 | New |
| Simplex Trading, LLC | 3,350 | $269.0K | 0.01% | +3,350 | New |
| Wade G W & Inc | 3,356 | $270.0K | 0.01% | +450+15.5% | Added |
| KCM Investment Advisors LLC | 3,372 | $270.8K | 0.01% | −132−3.8% | Reduced |
| Spinnaker Trust | 3,375 | $271.0K | 0.02% | +154+4.8% | Added |
| Dynamic Advisor Solutions LLC | 3,400 | $273.1K | 0.01% | +920+37.1% | Added |
| Farmers National Bank | 3,401 | $273.1K | 0.09% | +6+0.2% | Added |
| Concentric Wealth Management, LLC | 3,402 | $273.2K | 0.09% | −525−13.4% | Reduced |
| Bard Financial Services, Inc. | 3,420 | $274.7K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 3,422 | $274.8K | 0.03% | −178−4.9% | Reduced |
| Clarius Group, LLC | 3,437 | $276.0K | 0.03% | −803−18.9% | Reduced |
| MEMBERS Trust Co | 3,433 | $276.3K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,451 | $277.1K | 0.19% | −234−6.4% | Reduced |
| Flagship Harbor Advisors, LLC | 3,468 | $278.5K | 0.02% | −152−4.2% | Reduced |
| Chicago Trust Co NA | 3,472 | $278.8K | 0.07% | −372−9.7% | Reduced |
| Forum Financial Management, LP | 3,476 | $279.2K | 0.01% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,477 | $279.2K | 0.03% | +3,477 | New |
| TCTC Holdings, LLC | 3,503 | $281.3K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,513 | $282.1K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 3,519 | $282.6K | 0.01% | +569+19.3% | Added |
| Papp L Roy & Associates | 3,530 | $283.5K | 0.04% | +112+3.3% | Added |
| Advisory Services Network, LLC | 3,536 | $284.0K | 0.01% | +394+12.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,538 | $284.1K | 0.04% | −7−0.2% | Reduced |
| Fulton Bank, N.A. | 3,541 | $284.4K | 0.01% | −324−8.4% | Reduced |
| Bell Investment Advisors, Inc | 3,542 | $284.5K | 0.06% | −10−0.3% | Reduced |
| NTV Asset Management LLC | 3,565 | $286.3K | 0.05% | −136−3.7% | Reduced |
| Fruth Investment Management | 3,578 | $287.0K | 0.09% | −50−1.4% | Reduced |
| Northeast Investment Management | 3,581 | $287.6K | 0.02% | +800+28.8% | Added |
| Bragg Financial Advisors, Inc | 3,596 | $288.8K | 0.02% | −563−13.5% | Reduced |
| Northwest Bancshares, Inc. | 3,613 | $290.2K | 0.06% | −125−3.3% | Reduced |
| Washington Trust Advisors, Inc. | 3,615 | $290.3K | 0.03% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 3,645 | $292.7K | 0.01% | −401−9.9% | Reduced |
| Washington Trust Co | 3,646 | $292.8K | 0.01% | −681−15.7% | Reduced |
| McDonald Partners LLC | 3,656 | $293.6K | 0.10% | −14−0.4% | Reduced |
| Foster & Motley Inc | 3,705 | $298.0K | 0.02% | −621−14.4% | Reduced |
| Financial Advisory Group | 3,711 | $298.0K | 0.06% | −94−2.5% | Reduced |
| Country Club Bank | 3,705 | $298.1K | 0.02% | −721−16.3% | Reduced |
| Azimuth Capital Investment Management LLC | 3,741 | $300.4K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 3,749 | $301.1K | 0.03% | −165−4.2% | Reduced |
| Colonial Trust Advisors | 3,760 | $302.0K | 0.03% | −30−0.8% | Reduced |
| Courier Capital LLC | 3,764 | $302.3K | 0.03% | −25−0.7% | Reduced |
| Stock Yards Bank & Trust Co | 3,781 | $303.7K | 0.01% | +84+2.3% | Added |
| Patten & Patten Inc | 3,843 | $308.6K | 0.03% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 3,846 | $308.9K | 0.07% | −82−2.1% | Reduced |