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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 3,859 | $310.0K | 0.01% | +364+10.4% | Added |
| Capstone Investment Advisors, LLC | 3,861 | $310.1K | 0.01% | +847+28.1% | Added |
| Waldron Private Wealth LLC | 3,868 | $310.7K | 0.02% | −680−15.0% | Reduced |
| CX Institutional | 3,906 | $313.7K | 0.02% | −544−12.2% | Reduced |
| Lincoln National Corp | 3,906 | $313.7K | 0.01% | −597−13.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,928 | $315.5K | 0.04% | +32+0.8% | Added |
| GYL Financial Synergies, LLC | 3,939 | $316.4K | 0.03% | +25+0.6% | Added |
| Aberdeen Wealth Management LLC | 3,974 | $319.2K | 0.24% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,986 | $320.1K | 0.02% | +3,986 | New |
| Atwood & Palmer Inc | 4,025 | $323.2K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,053 | $325.5K | 0.01% | −126−3.0% | Reduced |
| Perpetual Ltd | 4,057 | $325.8K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,065 | $326.5K | 0.01% | −207−4.8% | Reduced |
| GTS Securities LLC | 4,067 | $326.6K | 0.01% | +1,782+78.0% | Added |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $328.1K | 0.09% | 00.0% | Unchanged |
| First Western Trust Bank | 4,087 | $328.2K | 0.02% | −172−4.0% | Reduced |
| First Foundation Advisors | 4,087 | $328.2K | 0.02% | +4,087 | New |
| Fiduciary Group LLC | 4,098 | $329.1K | 0.04% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 4,110 | $330.1K | 0.25% | +9+0.2% | Added |
| Allworth Financial LP | 4,112 | $330.3K | 0.00% | +388+10.4% | Added |
| Invesco, LLC | 4,134 | $332.0K | 0.17% | −117−2.8% | Reduced |
| GHP Investment Advisors, Inc. | 4,152 | $332.1K | 0.02% | −692−14.3% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,151 | $333.4K | 0.12% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,189 | $336.5K | 0.01% | +141+3.5% | Added |
| Tucker Asset Management LLC | 4,190 | $336.5K | 0.09% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,219 | $338.8K | 0.01% | −6,803−61.7% | Reduced |
| Everett Harris & Co | 4,219 | $338.8K | 0.01% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 4,248 | $341.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment Corp | 4,255 | $342.0K | 0.03% | −11−0.3% | Reduced |
| Intrua Financial, LLC | 4,287 | $344.3K | 0.06% | +462+12.1% | Added |
| Drexel Morgan & Co. | 4,288 | $344.4K | 0.09% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $345.3K | 0.13% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,307 | $345.9K | 0.02% | −158−3.5% | Reduced |
| City Holding Co | 4,313 | $346.3K | 0.06% | +630+17.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 4,317 | $346.7K | 0.01% | −5,036−53.8% | Reduced |
| IHT Wealth Management, LLC | 4,319 | $346.9K | 0.02% | +4,319 | New |
| Apollon Wealth Management, LLC | 4,368 | $350.8K | 0.02% | −206−4.5% | Reduced |
| Valeo Financial Advisors, LLC | 4,384 | $352.1K | 0.02% | −353−7.5% | Reduced |
| Cigna Investments Inc | 4,419 | $354.0K | 0.08% | −622−12.3% | Reduced |
| First City Capital Management, Inc. | 4,413 | $354.4K | 0.22% | −17−0.4% | Reduced |
| Blueshift Asset Management, LLC | 4,424 | $355.3K | 0.21% | +4,424 | New |
| Penserra Capital Management LLC | 4,473 | $358.0K | 0.01% | −267−5.6% | Reduced |
| Wedbush Securities Inc | 4,489 | $360.0K | 0.02% | +73+1.7% | Added |
| Bryn Mawr Trust Co | 4,495 | $361.0K | 0.02% | −900−16.7% | Reduced |
| J.W. Cole Advisors, Inc. | 4,501 | $361.5K | 0.03% | −11−0.2% | Reduced |
| Kraematon Investment Advisors, Inc | 4,536 | $364.3K | 0.45% | +11+0.2% | Added |
| Beck Mack & Oliver LLC | 4,547 | $365.2K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,547 | $365.2K | 0.05% | −1,035−18.5% | Reduced |
| AustralianSuper Pty Ltd | 4,557 | $366.0K | 0.00% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 4,568 | $366.8K | 0.05% | −360−7.3% | Reduced |
| Core Wealth Partners LLC | 4,570 | $367.0K | 0.33% | +4,570 | New |
| Pointe Capital Management LLC | 4,576 | $367.5K | 0.29% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,579 | $367.7K | 0.01% | +46+1.0% | Added |
| Schechter Investment Advisors, LLC | 4,599 | $369.4K | 0.04% | −79−1.7% | Reduced |
| Dover Advisors, LLC | 4,601 | $369.5K | 0.37% | −500−9.8% | Reduced |
| 1st Source Bank | 4,607 | $370.0K | 0.03% | −387−7.7% | Reduced |
| Vident Advisory, LLC | 4,651 | $373.5K | 0.01% | +4,651 | New |
| Geller Advisors LLC | 4,666 | $374.7K | 0.04% | +4,666 | New |
| Signaturefd, LLC | 4,703 | $377.7K | 0.01% | +267+6.0% | Added |
| Profund Advisors LLC | 4,708 | $378.1K | 0.02% | −100−2.1% | Reduced |
| Sovereign Financial Group, Inc. | 4,722 | $379.3K | 0.14% | −1,703−26.5% | Reduced |
| Boston Private Wealth LLC | 4,728 | $379.7K | 0.01% | −863−15.4% | Reduced |
| Charter Trust Co | 4,786 | $384.4K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,788 | $384.5K | 0.04% | −143−2.9% | Reduced |
| SeaCrest Wealth Management, LLC | 4,790 | $384.7K | 0.05% | +50+1.1% | Added |
| Excalibur Management Corp | 4,823 | $387.3K | 0.20% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,843 | $388.9K | 0.05% | +1,176+32.1% | Added |
| Clearstead Advisors, LLC | 4,867 | $390.9K | 0.02% | +13+0.3% | Added |
| Caldwell Trust Co | 4,880 | $391.9K | 0.05% | −162−3.2% | Reduced |
| Symmetry Partners, LLC | 4,892 | $393.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,922 | $395.3K | 0.02% | +242+5.2% | Added |
| Tower Bridge Advisors | 4,958 | $398.2K | 0.04% | +107+2.2% | Added |
| V-Square Quantitative Management LLC | 4,970 | $399.1K | 0.18% | +2,430+95.7% | Added |
| Monterey Private Wealth, Inc. | 4,976 | $399.6K | 0.20% | −166−3.2% | Reduced |
| Cambridge Trust Co | 4,991 | $400.8K | 0.02% | −36−0.7% | Reduced |
| Pitcairn Co | 4,994 | $401.1K | 0.03% | +361+7.8% | Added |
| Gifford Fong Associates | 5,000 | $402.0K | 0.10% | 00.0% | Unchanged |
| Busey Wealth Management | 5,019 | $403.1K | 0.02% | −313−5.9% | Reduced |
| Verdence Capital Advisors LLC | 5,024 | $403.5K | 0.04% | +240+5.0% | Added |
| Trust Co of Virginia | 5,041 | $404.8K | 0.04% | +270+5.7% | Added |
| Shayne & Co., LLC | 5,088 | $408.6K | 0.14% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 5,090 | $408.8K | 0.01% | +5,090 | New |
| Aull & Monroe Investment Management Corp | 5,108 | $410.2K | 0.21% | −86−1.7% | Reduced |
| NEOS Investment Management LLC | 5,150 | $413.6K | 0.05% | +5,150 | New |
| Silver Oak Securities, Inc | 5,162 | $414.6K | 0.09% | +163+3.3% | Added |
| Principal Street Partners, LLC | 5,170 | $415.2K | 0.08% | +2,585+100.0% | Added |
| Bull Street Advisors, LLC | 5,180 | $416.0K | 0.22% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,182 | $416.2K | 0.05% | +10.0% | Added |
| Choate Investment Advisors | 5,229 | $419.9K | 0.02% | +233+4.7% | Added |
| Grimes & Company, Inc. | 5,249 | $421.6K | 0.02% | +23+0.4% | Added |
| CAPROCK Group, Inc. | 5,286 | $424.5K | 0.03% | −125−2.3% | Reduced |
| Mutual Advisors, LLC | 5,315 | $426.8K | 0.02% | −17−0.3% | Reduced |
| Freestone Capital Holdings, LLC | 5,324 | $427.6K | 0.02% | −123−2.3% | Reduced |
| Gamco Investors, Inc. Et Al | 5,346 | $429.3K | 0.00% | −1,450−21.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,366 | $430.9K | 0.01% | −478−8.2% | Reduced |
| Umb Bank N A | 5,381 | $432.1K | 0.01% | −74−1.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,388 | $432.7K | 0.02% | −629−10.5% | Reduced |
| Venture Visionary Partners LLC | 5,408 | $434.6K | 0.03% | −72−1.3% | Reduced |
| Atria Wealth Solutions, Inc. | 5,463 | $438.7K | 0.01% | −154−2.7% | Reduced |
| Schnieders Capital Management LLC | 5,522 | $443.5K | 0.10% | 00.0% | Unchanged |