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 |
|---|---|---|---|---|---|
| Missouri Trust & Investment Co | 745 | $59.8K | 0.03% | −197−20.9% | Reduced |
| Capital Analysts, LLC | 728 | $59.0K | 0.00% | +162+28.6% | Added |
| Pacifica Partners Inc. | 741 | $58.6K | 0.03% | +741 | New |
| Oakmont Corp | 722 | $58.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 716 | $57.5K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 709 | $56.9K | 0.02% | −50−6.6% | Reduced |
| Carolinas Wealth Consulting LLC | 3,970 | $56.7K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 700 | $56.2K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 682 | $54.8K | 0.06% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 682 | $54.8K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 651 | $52.3K | 0.00% | −3−0.5% | Reduced |
| Acima Private Wealth, LLC | 650 | $52.2K | 0.02% | −184−22.1% | Reduced |
| CoreFirst Bank & Trust | 633 | $50.8K | 0.04% | −79−11.1% | Reduced |
| Mascoma Wealth Management LLC | 625 | $50.2K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 558 | $49.7K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 605 | $48.6K | 0.02% | +2+0.3% | Added |
| Key Financial Inc | 602 | $48.3K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 596 | $47.9K | 0.02% | −475−44.4% | Reduced |
| Gables Capital Management Inc. | 575 | $46.2K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 572 | $45.9K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 567 | $45.6K | 0.01% | +1+0.2% | Added |
| JNBA Financial Advisors | 561 | $45.1K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 559 | $44.9K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 192 | $44.9K | 0.00% | +192 | New |
| Independence Bank of Kentucky | 551 | $44.3K | 0.02% | 00.0% | Unchanged |
| RVW Wealth, LLC | 550 | $44.2K | 0.01% | +550 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 528 | $42.4K | 0.02% | +528 | New |
| Stonebridge Capital Advisors LLC | 527 | $42.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 520 | $42.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 483 | $38.8K | 0.01% | −32−6.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 481 | $38.6K | 0.00% | +143+42.3% | Added |
| Sutton Wealth Advisors Inc. | 462 | $37.1K | 0.02% | +32+7.4% | Added |
| Resources Management Corp | 460 | $37.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 459 | $36.9K | 0.00% | −27−5.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 456 | $36.6K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 448 | $36.0K | 0.00% | +448 | New |
| Indiana Trust & Investment Management CO | 440 | $35.3K | 0.02% | +440 | New |
| CNB Bank | 429 | $34.5K | 0.02% | +192+81.0% | Added |
| SRS Capital Advisors, Inc. | 418 | $33.6K | 0.00% | +1+0.2% | Added |
| Union Savings Bank | 411 | $33.0K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 415 | $33.0K | 0.00% | +415 | New |
| TFC Financial Management | 406 | $32.6K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 405 | $32.5K | 0.01% | 00.0% | Unchanged |
| Motco | 402 | $32.3K | 0.00% | +36+9.8% | Added |
| Community Bank, N.A. | 400 | $32.1K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 401 | $32.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 393 | $32.0K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 397 | $31.9K | 0.03% | −700−63.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 394 | $31.7K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 386 | $31.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 383 | $30.8K | 0.05% | −10−2.5% | Reduced |
| JJJ Advisors Inc. | 381 | $30.6K | 0.01% | +223+141.1% | Added |
| Orion Capital Management LLC | 375 | $30.1K | 0.02% | +375 | New |
| Hantz Financial Services, Inc. | 378 | $30.0K | 0.00% | +4+1.1% | Added |
| Pinnacle Financial Partners Inc | 372 | $29.9K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 372 | $29.8K | 0.00% | +372 | New |
| Duncker Streett & Co Inc | 370 | $29.7K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 363 | $29.2K | 0.00% | −42−10.4% | Reduced |
| Bray Capital Advisors | 350 | $28.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 350 | $28.1K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 348 | $27.9K | 0.01% | −3−0.9% | Reduced |
| Laffer Tengler Investments | 335 | $26.9K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 325 | $26.1K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 324 | $26.0K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 316 | $25.4K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 308 | $24.7K | 0.00% | +1+0.3% | Added |
| Core Alternative Capital | 302 | $24.3K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 300 | $24.1K | 0.01% | +300 | New |
| Nemes Rush Group LLC | 291 | $23.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 274 | $22.0K | 0.00% | −179−39.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 275 | $22.0K | 0.00% | +53+23.9% | Added |
| Resurgent Financial Advisors LLC | 267 | $21.4K | 0.01% | −112−29.6% | Reduced |
| Kelly Financial Services LLC | 265 | $21.3K | 0.01% | +1+0.4% | Added |
| VisionPoint Advisory Group, LLC | 264 | $21.2K | 0.01% | +264 | New |
| Archer Investment Corp | 263 | $21.1K | 0.01% | −2,000−88.4% | Reduced |
| Costello Asset Management, INC | 262 | $21.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 261 | $21.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 250 | $20.1K | 0.00% | −25−9.1% | Reduced |
| Osterweis Capital Management Inc | 250 | $20.1K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 244 | $20.0K | 0.01% | −1−0.4% | Reduced |
| Armstrong Advisory Group, Inc | 247 | $19.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 236 | $19.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 232 | $18.6K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $18.5K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 227 | $18.2K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 225 | $18.1K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 208 | $17.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 207 | $16.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 204 | $16.4K | 0.00% | −7−3.3% | Reduced |
| Tompkins Financial Corp | 202 | $16.2K | 0.00% | +50+32.9% | Added |
| Barrett & Company, Inc. | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 196 | $16.0K | 0.01% | −100−33.8% | Reduced |
| Highlander Capital Management, LLC | 196 | $16.0K | 0.01% | +196 | New |
| Riggs Asset Managment Co. Inc. | 199 | $16.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 196 | $15.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 186 | $14.9K | 0.00% | −10−5.1% | Reduced |
| Clean Yield Group | 181 | $14.7K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 180 | $14.5K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 176 | $14.1K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $14.0K | 0.01% | 00.0% | Unchanged |