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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 9,491 | $762.2K | 0.01% | +554+6.2% | Added |
| BKD Wealth Advisors, LLC | 9,542 | $766.3K | 0.02% | −1,003−9.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 9,589 | $770.3K | 0.04% | +9,589 | New |
| Glenview Trust Co | 9,649 | $774.9K | 0.02% | +811+9.2% | Added |
| Bleakley Financial Group, LLC | 9,657 | $775.6K | 0.03% | −765−7.3% | Reduced |
| Sawtooth Solutions, LLC | 9,657 | $775.6K | 0.02% | −759−7.3% | Reduced |
| Toews Corp | 9,700 | $779.0K | 0.47% | +9,700 | New |
| Merit Financial Group, LLC | 9,809 | $787.8K | 0.03% | +378+4.0% | Added |
| Guinness Atkinson Asset Management Inc | 9,832 | $789.6K | 0.44% | +672+7.3% | Added |
| Jump Financial, LLC | 9,889 | $794.2K | 0.03% | +2,642+36.5% | Added |
| Amica Retiree Medical Trust | 9,909 | $796.0K | 0.94% | 00.0% | Unchanged |
| Field & Main Bank | 9,929 | $797.4K | 0.37% | +1,493+17.7% | Added |
| Salem Investment Counselors Inc | 9,983 | $801.7K | 0.03% | −612−5.8% | Reduced |
| Canal Insurance CO | 10,000 | $803.0K | 0.23% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 10,000 | $803.1K | 0.18% | +10,000 | New |
| First Hawaiian Bank | 10,133 | $813.8K | 0.03% | −157−1.5% | Reduced |
| Panagora Asset Management Inc | 10,205 | $819.6K | 0.01% | +1,955+23.7% | Added |
| Argent Trust Co | 10,219 | $820.7K | 0.04% | −512−4.8% | Reduced |
| Oppenheimer & Co Inc | 10,258 | $823.8K | 0.02% | +373+3.8% | Added |
| Trust Co of Toledo NA | 10,339 | $830.3K | 0.16% | −1,402−11.9% | Reduced |
| Cypress Capital Group | 10,377 | $833.4K | 0.12% | +103+1.0% | Added |
| Compass Wealth Management LLC | 10,383 | $833.9K | 0.26% | −700−6.3% | Reduced |
| Abbrea Capital, LLC | 10,739 | $862.0K | 0.14% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 10,802 | $867.5K | 0.22% | −327−2.9% | Reduced |
| Dash Acquisitions Inc. | 10,833 | $871.4K | 0.35% | −172−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 10,866 | $872.7K | 0.02% | −186−1.7% | Reduced |
| Monarch Capital Management Inc | 10,948 | $879.2K | 0.28% | −679−5.8% | Reduced |
| AE Wealth Management LLC | 11,078 | $889.7K | 0.01% | +1,476+15.4% | Added |
| Bollard Group LLC | 11,140 | $895.0K | 0.03% | +7+0.1% | Added |
| Burney Co | 11,180 | $897.9K | 0.04% | −528−4.5% | Reduced |
| Westpac Banking Corp | 11,181 | $897.9K | 0.07% | −15,589−58.2% | Reduced |
| Qtron Investments LLC | 11,200 | $899.5K | 0.17% | +1,336+13.5% | Added |
| Raymond James Trust N.A. | 11,344 | $911.0K | 0.03% | −531−4.5% | Reduced |
| Ieq Capital, LLC | 11,427 | $917.7K | 0.02% | +2,428+27.0% | Added |
| Van Hulzen Asset Management, LLC | 11,500 | $924.0K | 0.07% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 11,608 | $932.0K | 0.08% | 00.0% | Unchanged |
| MQS Management LLC | 11,627 | $933.8K | 0.57% | +2,252+24.0% | Added |
| Bartlett & Co. LLC | 11,631 | $934.0K | 0.02% | −113−1.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11,631 | $934.1K | 0.02% | −113−1.0% | Reduced |
| D.A. Davidson & Co. | 11,642 | $935.0K | 0.01% | +596+5.4% | Added |
| Principle Wealth Partners LLC | 11,663 | $936.7K | 0.09% | +986+9.2% | Added |
| Ironwood Investment Management LLC | 11,876 | $953.8K | 0.58% | −601−4.8% | Reduced |
| Rossmore Private Capital | 11,883 | $954.3K | 0.14% | +50+0.4% | Added |
| Bank Pictet & Cie (Asia) Ltd | 11,933 | $958.3K | 0.28% | −500−4.0% | Reduced |
| La Banque Postale Asset Management SA | 11,933 | $958.3K | 0.02% | −457−3.7% | Reduced |
| Quantinno Capital Management LP | 11,986 | $963.0K | 0.04% | +11,986 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 12,223 | $982.0K | 0.02% | −550−4.3% | Reduced |
| Lee Danner & Bass Inc | 12,245 | $983.0K | 0.09% | −562−4.4% | Reduced |
| Cetera Advisors LLC | 12,430 | $998.3K | 0.02% | −202−1.6% | Reduced |
| Vinva Investment Management Ltd | 12,463 | $1.00M | 0.10% | −31,271−71.5% | Reduced |
| Birch Hill Investment Advisors LLC | 12,663 | $1.02M | 0.06% | −199−1.5% | Reduced |
| Davenport & Co LLC | 12,734 | $1.02M | 0.01% | −134−1.0% | Reduced |
| Private Trust Co NA | 12,839 | $1.03M | 0.14% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 12,995 | $1.04M | 0.01% | −574,799−97.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,996 | $1.04M | 0.03% | −40−0.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.04M | 0.16% | 00.0% | Unchanged |
| Walleye Trading LLC | 13,012 | $1.04M | 0.02% | +13,012 | New |
| Colony Group LLC | 13,188 | $1.06M | 0.02% | −57−0.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,353 | $1.07M | 0.04% | +1,664+14.2% | Added |
| CWM, LLC | 13,500 | $1.08M | 0.01% | +326+2.5% | Added |
| Parsons Capital Management Inc | 13,543 | $1.09M | 0.09% | −509−3.6% | Reduced |
| Park Avenue Securities LLC | 13,616 | $1.09M | 0.02% | −1,371−9.1% | Reduced |
| Goelzer Investment Management, Inc. | 13,638 | $1.10M | 0.08% | −134−1.0% | Reduced |
| Woodstock Corp | 13,758 | $1.10M | 0.14% | −336−2.4% | Reduced |
| United Services Automobile Association | 13,851 | $1.11M | 0.03% | +2,324+20.2% | Added |
| Whittier Trust Co | 14,081 | $1.13M | 0.02% | −552−3.8% | Reduced |
| Hartford Financial Management Inc. | 14,087 | $1.13M | 0.29% | −257−1.8% | Reduced |
| Snider Financial Group | 14,334 | $1.15M | 0.56% | +14,334 | New |
| Empirical Finance, LLC | 14,428 | $1.16M | 0.09% | +1,435+11.0% | Added |
| Blair William & Co | 14,495 | $1.16M | 0.00% | +202+1.4% | Added |
| Advisor Partners II, LLC | 14,499 | $1.16M | 0.05% | +735+5.3% | Added |
| Synovus Financial Corp | 14,502 | $1.16M | 0.01% | −566−3.8% | Reduced |
| American National Bank | 14,607 | $1.17M | 0.20% | +5,079+53.3% | Added |
| Aquatic Capital Management LLC | 14,700 | $1.18M | 0.05% | +14,700 | New |
| Bessemer Group Inc | 14,749 | $1.19M | 0.00% | +2,459+20.0% | Added |
| Triangle Securities Wealth Management | 14,883 | $1.20M | 0.43% | −215−1.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.20M | 0.31% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 15,003 | $1.20M | 0.06% | +2,589+20.9% | Added |
| Pensionfund Sabic | 15,000 | $1.21M | 0.42% | +15,000 | New |
| iA Global Asset Management Inc. | 15,016 | $1.21M | 0.03% | +3,689+32.6% | Added |
| Ostrum Asset Management | 15,026 | $1.21M | 0.11% | +5,655+60.3% | Added |
| Ferguson Wellman Capital Management, Inc | 15,229 | $1.22M | 0.03% | −527−3.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,358 | $1.23M | 0.10% | +522+3.5% | Added |
| Hudson Canyon Capital Management | 17,250 | $1.24M | 1.02% | +17,250 | New |
| Trust Co of Vermont | 15,754 | $1.27M | 0.09% | −1,337−7.8% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.28M | 1.25% | 00.0% | Unchanged |
| Holocene Advisors, LP | 16,111 | $1.29M | 0.01% | −1,194−6.9% | Reduced |
| Norinchukin Bank, The | 16,184 | $1.30M | 0.03% | −19,971−55.2% | Reduced |
| Occudo Quantitative Strategies LP | 16,236 | $1.30M | 0.17% | +16,236 | New |
| Perigon Wealth Management, LLC | 16,466 | $1.32M | 0.05% | −250−1.5% | Reduced |
| Ossiam | 16,782 | $1.35M | 0.02% | −29,406−63.7% | Reduced |
| Kestra Advisory Services, LLC | 16,982 | $1.36M | 0.01% | −64−0.4% | Reduced |
| Metropolitan Life Insurance Co | 17,035 | $1.37M | 0.07% | −975−5.4% | Reduced |
| Prudential PLC | 17,168 | $1.38M | 0.02% | +1,959+12.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,228 | $1.38M | 0.01% | +17,228 | New |
| Selway Asset Management | 17,255 | $1.39M | 0.64% | +50+0.3% | Added |
| NBT Bank N A | 17,320 | $1.39M | 0.13% | +4,768+38.0% | Added |
| Dearborn Partners LLC | 17,661 | $1.42M | 0.06% | −47−0.3% | Reduced |
| Beacon Pointe Advisors, LLC | 17,751 | $1.43M | 0.02% | +7,223+68.6% | Added |
| Fifth Third Bancorp | 17,852 | $1.43M | 0.01% | +740+4.3% | Added |