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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 5,530 | $444.1K | 0.07% | −17−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 5,545 | $445.3K | 0.02% | +543+10.9% | Added |
| Ameritas Investment Partners, Inc. | 5,577 | $447.9K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5,587 | $450.1K | 0.00% | +857+18.1% | Added |
| Banque Cantonale Vaudoise | 5,637 | $452.0K | 0.02% | −1,128−16.7% | Reduced |
| Headinvest, LLC | 5,720 | $454.7K | 0.10% | +82+1.5% | Added |
| Ballentine Partners, LLC | 5,677 | $455.9K | 0.01% | +868+18.0% | Added |
| Old National Bancorp | 5,716 | $459.1K | 0.01% | −229−3.9% | Reduced |
| Montag A & Associates Inc | 5,717 | $459.1K | 0.03% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 5,723 | $459.6K | 0.20% | 00.0% | Unchanged |
| Valley Brook Capital Group | 5,727 | $459.9K | 0.45% | −1,250−17.9% | Reduced |
| GWM Advisors LLC | 5,773 | $463.6K | 0.01% | +191+3.4% | Added |
| RSM US Wealth Management LLC | 5,832 | $468.3K | 0.02% | −21−0.4% | Reduced |
| Wendell David Associates Inc | 5,852 | $470.0K | 0.06% | −75−1.3% | Reduced |
| Soltis Investment Advisors LLC | 5,861 | $470.7K | 0.06% | −29−0.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 5,886 | $472.7K | 0.07% | +503+9.3% | Added |
| Advisors Asset Management, Inc. | 5,889 | $472.9K | 0.01% | +1,300+28.3% | Added |
| Stephens Inc | 5,898 | $473.7K | 0.01% | −92−1.5% | Reduced |
| Garrison Point Advisors, LLC | 5,931 | $476.3K | 0.37% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 5,952 | $478.0K | 0.43% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 5,985 | $480.7K | 0.26% | +562+10.4% | Added |
| Wedmont Private Capital | 6,066 | $485.0K | 0.05% | −506−7.7% | Reduced |
| Horizon Investments, LLC | 6,044 | $485.4K | 0.01% | −287−4.5% | Reduced |
| Holderness Investments Co | 6,061 | $486.8K | 0.19% | −144−2.3% | Reduced |
| Thornburg Investment Management Inc | 6,060 | $487.0K | 0.01% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 6,101 | $490.0K | 0.24% | −248−3.9% | Reduced |
| Wetherby Asset Management Inc | 6,108 | $490.5K | 0.03% | −109−1.8% | Reduced |
| Meridian Management Co | 6,127 | $492.1K | 0.16% | +77+1.3% | Added |
| Moors & Cabot, Inc. | 6,153 | $494.1K | 0.03% | +67+1.1% | Added |
| Means Investment Co., Inc. | 6,187 | $496.9K | 0.08% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 6,194 | $497.4K | 0.00% | −788,788−99.2% | Reduced |
| Prelude Capital Management, LLC | 6,323 | $507.8K | 0.05% | +2,744+76.7% | Added |
| Keebeck Alpha, LP | 6,323 | $507.8K | 0.50% | +3,003+90.5% | Added |
| Security National Bank of Sioux City Iowa | 6,329 | $508.3K | 0.40% | −142−2.2% | Reduced |
| Veriti Management LLC | 6,337 | $508.9K | 0.06% | −332−5.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,366 | $511.3K | 0.03% | +3,033+91.0% | Added |
| Auto-Owners Insurance Co | 6,393 | $513.4K | 0.02% | 00.0% | Unchanged |
| Sciencast Management LP | 6,405 | $514.4K | 0.23% | +6,405 | New |
| Boothbay Fund Management, LLC | 6,527 | $524.2K | 0.02% | +6,527 | New |
| Waterford Advisors, LLC | 6,690 | $537.3K | 0.30% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,759 | $542.8K | 0.01% | +785+13.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,772 | $543.9K | 0.03% | +2,390+54.5% | Added |
| Amussen Hunsaker Associates LLC | 6,864 | $547.0K | 0.13% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 6,923 | $556.0K | 0.40% | −117−1.7% | Reduced |
| Westhampton Capital, LLC | 6,962 | $559.1K | 0.36% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 6,968 | $559.6K | 0.14% | +200+3.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,989 | $561.0K | 0.07% | −332−4.5% | Reduced |
| Bokf, NA | 7,279 | $562.0K | 0.01% | −4,866−40.1% | Reduced |
| Lido Advisors, LLC | 7,021 | $563.9K | 0.01% | +1,091+18.4% | Added |
| Chicago Capital, LLC | 7,085 | $569.0K | 0.03% | +102+1.5% | Added |
| Simmons Bank | 7,120 | $571.8K | 0.05% | −21−0.3% | Reduced |
| Ar Asset Management Inc | 7,200 | $578.0K | 0.16% | 00.0% | Unchanged |
| Credit Agricole S A | 7,212 | $579.2K | 0.02% | +1,204+20.0% | Added |
| Kestra Private Wealth Services, LLC | 7,292 | $585.6K | 0.02% | −289−3.8% | Reduced |
| TD Private Client Wealth LLC | 7,332 | $588.8K | 0.03% | −847−10.4% | Reduced |
| Edgestream Partners, L.P. | 7,335 | $589.1K | 0.05% | −37,135−83.5% | Reduced |
| Werlinich Asset Management, LLC | 7,347 | $590.0K | 0.49% | +22+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 7,472 | $600.1K | 0.04% | +291+4.1% | Added |
| Optas, LLC | 7,482 | $600.9K | 0.20% | +123+1.7% | Added |
| Curated Wealth Partners LLC | 7,493 | $601.8K | 0.11% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 7,516 | $603.6K | 0.01% | +118+1.6% | Added |
| Philadelphia Trust Co | 7,529 | $605.0K | 0.06% | +45+0.6% | Added |
| Pring Turner Capital Group Inc | 7,575 | $608.3K | 0.51% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 7,733 | $621.0K | 0.10% | −25−0.3% | Reduced |
| Cooper Financial Group | 7,862 | $631.4K | 0.15% | +279+3.7% | Added |
| Romano Brothers and Company | 7,863 | $631.5K | 0.10% | −148−1.8% | Reduced |
| Natixis Investment Managers International | 7,920 | $636.1K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,941 | $637.7K | 0.03% | −975−10.9% | Reduced |
| Greenland Capital Management LP | 7,999 | $642.4K | 0.08% | +7,999 | New |
| Central Trust Co | 8,044 | $646.0K | 0.02% | +65+0.8% | Added |
| National Asset Management, Inc. | 8,045 | $646.1K | 0.02% | +2,732+51.4% | Added |
| Hartford Funds Management Co LLC | 8,069 | $648.0K | 0.07% | +677+9.2% | Added |
| Dumont & Blake Investment Advisors LLC | 8,098 | $650.0K | 0.22% | +32+0.4% | Added |
| Lafayette Investments, Inc. | 8,168 | $656.0K | 0.18% | +1,669+25.7% | Added |
| Marble Harbor Investment Counsel, LLC | 8,214 | $659.7K | 0.09% | +143+1.8% | Added |
| Alberta Investment Management Corp | 8,300 | $666.6K | 0.01% | −67,388−89.0% | Reduced |
| HB Wealth Management, LLC | 8,306 | $667.1K | 0.01% | +1,684+25.4% | Added |
| Daymark Wealth Partners, LLC | 8,335 | $669.4K | 0.05% | +1,270+18.0% | Added |
| Sit Investment Associates Inc | 8,505 | $683.0K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,512 | $683.6K | 0.01% | +8,512 | New |
| Williams Jones Wealth Management, LLC. | 8,533 | $685.3K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 8,703 | $698.9K | 0.06% | +2,793+47.3% | Added |
| DFPG Investments, LLC | 8,741 | $704.9K | 0.07% | +3,725+74.3% | Added |
| Home Federal Bank of Tennessee | 8,821 | $708.4K | 0.26% | −50−0.6% | Reduced |
| Vestcor Inc | 8,966 | $720.0K | 0.03% | −920−9.3% | Reduced |
| Security National Bank of So Dak | 8,971 | $720.5K | 0.53% | +165+1.9% | Added |
| Holowesko Partners Ltd. | 9,000 | $722.8K | 0.32% | 00.0% | Unchanged |
| Greenleaf Trust | 9,032 | $725.4K | 0.01% | −54−0.6% | Reduced |
| TrimTabs Asset Management, LLC | 9,036 | $725.7K | 0.39% | −1,502−14.3% | Reduced |
| Parallel Advisors, LLC | 9,124 | $732.8K | 0.02% | +13+0.1% | Added |
| Bridges Investment Management Inc | 9,140 | $734.0K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 9,154 | $735.2K | 0.01% | −553−5.7% | Reduced |
| Ellevest, Inc. | 9,195 | $738.5K | 0.06% | +90+1.0% | Added |
| Gabelli Funds LLC | 9,200 | $738.9K | 0.01% | −3,600−28.1% | Reduced |
| Integrated Wealth Concepts LLC | 9,277 | $745.1K | 0.01% | +218+2.4% | Added |
| FineMark National Bank & Trust | 9,284 | $745.6K | 0.03% | +30.0% | Added |
| Zions Bancorporation, N.A. | 9,303 | $747.1K | 0.07% | +2,166+30.3% | Added |
| Modera Wealth Management, LLC | 9,332 | $749.5K | 0.01% | +1,564+20.1% | Added |
| Fractal Investments LLC | 9,400 | $754.9K | 0.16% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 9,450 | $758.9K | 0.05% | +1,030+12.2% | Added |