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 |
|---|---|---|---|---|---|
| NBT Bank N A | 17,320 | $1.39M | 0.13% | +4,768+38.0% | Added |
| Selway Asset Management | 17,255 | $1.39M | 0.64% | +50+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,228 | $1.38M | 0.01% | +17,228 | New |
| Prudential PLC | 17,168 | $1.38M | 0.02% | +1,959+12.9% | Added |
| Metropolitan Life Insurance Co | 17,035 | $1.37M | 0.07% | −975−5.4% | Reduced |
| Kestra Advisory Services, LLC | 16,982 | $1.36M | 0.01% | −64−0.4% | Reduced |
| Ossiam | 16,782 | $1.35M | 0.02% | −29,406−63.7% | Reduced |
| Perigon Wealth Management, LLC | 16,466 | $1.32M | 0.05% | −250−1.5% | Reduced |
| Occudo Quantitative Strategies LP | 16,236 | $1.30M | 0.17% | +16,236 | New |
| Norinchukin Bank, The | 16,184 | $1.30M | 0.03% | −19,971−55.2% | Reduced |
| Holocene Advisors, LP | 16,111 | $1.29M | 0.01% | −1,194−6.9% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.28M | 1.25% | 00.0% | Unchanged |
| Trust Co of Vermont | 15,754 | $1.27M | 0.09% | −1,337−7.8% | Reduced |
| Hudson Canyon Capital Management | 17,250 | $1.24M | 1.02% | +17,250 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 15,358 | $1.23M | 0.10% | +522+3.5% | Added |
| Ferguson Wellman Capital Management, Inc | 15,229 | $1.22M | 0.03% | −527−3.3% | Reduced |
| Ostrum Asset Management | 15,026 | $1.21M | 0.11% | +5,655+60.3% | Added |
| iA Global Asset Management Inc. | 15,016 | $1.21M | 0.03% | +3,689+32.6% | Added |
| Pensionfund Sabic | 15,000 | $1.21M | 0.42% | +15,000 | New |
| Metis Global Partners, LLC | 15,003 | $1.20M | 0.06% | +2,589+20.9% | Added |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.20M | 0.31% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 14,883 | $1.20M | 0.43% | −215−1.4% | Reduced |
| Bessemer Group Inc | 14,749 | $1.19M | 0.00% | +2,459+20.0% | Added |
| Aquatic Capital Management LLC | 14,700 | $1.18M | 0.05% | +14,700 | New |
| American National Bank | 14,607 | $1.17M | 0.20% | +5,079+53.3% | Added |
| Synovus Financial Corp | 14,502 | $1.16M | 0.01% | −566−3.8% | Reduced |
| Advisor Partners II, LLC | 14,499 | $1.16M | 0.05% | +735+5.3% | Added |
| Blair William & Co | 14,495 | $1.16M | 0.00% | +202+1.4% | Added |
| Empirical Finance, LLC | 14,428 | $1.16M | 0.09% | +1,435+11.0% | Added |
| Snider Financial Group | 14,334 | $1.15M | 0.56% | +14,334 | New |
| Hartford Financial Management Inc. | 14,087 | $1.13M | 0.29% | −257−1.8% | Reduced |
| Whittier Trust Co | 14,081 | $1.13M | 0.02% | −552−3.8% | Reduced |
| United Services Automobile Association | 13,851 | $1.11M | 0.03% | +2,324+20.2% | Added |
| Woodstock Corp | 13,758 | $1.10M | 0.14% | −336−2.4% | Reduced |
| Goelzer Investment Management, Inc. | 13,638 | $1.10M | 0.08% | −134−1.0% | Reduced |
| Park Avenue Securities LLC | 13,616 | $1.09M | 0.02% | −1,371−9.1% | Reduced |
| Parsons Capital Management Inc | 13,543 | $1.09M | 0.09% | −509−3.6% | Reduced |
| CWM, LLC | 13,500 | $1.08M | 0.01% | +326+2.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,353 | $1.07M | 0.04% | +1,664+14.2% | Added |
| Colony Group LLC | 13,188 | $1.06M | 0.02% | −57−0.4% | Reduced |
| Walleye Trading LLC | 13,012 | $1.04M | 0.02% | +13,012 | New |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.04M | 0.16% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 12,996 | $1.04M | 0.03% | −40−0.3% | Reduced |
| Alyeska Investment Group, L.P. | 12,995 | $1.04M | 0.01% | −574,799−97.8% | Reduced |
| Private Trust Co NA | 12,839 | $1.03M | 0.14% | 00.0% | Unchanged |
| Davenport & Co LLC | 12,734 | $1.02M | 0.01% | −134−1.0% | Reduced |
| Birch Hill Investment Advisors LLC | 12,663 | $1.02M | 0.06% | −199−1.5% | Reduced |
| Vinva Investment Management Ltd | 12,463 | $1.00M | 0.10% | −31,271−71.5% | Reduced |
| Cetera Advisors LLC | 12,430 | $998.3K | 0.02% | −202−1.6% | Reduced |
| Lee Danner & Bass Inc | 12,245 | $983.0K | 0.09% | −562−4.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,223 | $982.0K | 0.02% | −550−4.3% | Reduced |
| Quantinno Capital Management LP | 11,986 | $963.0K | 0.04% | +11,986 | New |
| 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 |
| Rossmore Private Capital | 11,883 | $954.3K | 0.14% | +50+0.4% | Added |
| Ironwood Investment Management LLC | 11,876 | $953.8K | 0.58% | −601−4.8% | Reduced |
| Principle Wealth Partners LLC | 11,663 | $936.7K | 0.09% | +986+9.2% | Added |
| D.A. Davidson & Co. | 11,642 | $935.0K | 0.01% | +596+5.4% | Added |
| Bartlett & Co. Wealth Management LLC | 11,631 | $934.1K | 0.02% | −113−1.0% | Reduced |
| Bartlett & Co. LLC | 11,631 | $934.0K | 0.02% | −113−1.0% | Reduced |
| MQS Management LLC | 11,627 | $933.8K | 0.57% | +2,252+24.0% | Added |
| Neville Rodie & Shaw Inc | 11,608 | $932.0K | 0.08% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 11,500 | $924.0K | 0.07% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,427 | $917.7K | 0.02% | +2,428+27.0% | Added |
| Raymond James Trust N.A. | 11,344 | $911.0K | 0.03% | −531−4.5% | Reduced |
| Qtron Investments LLC | 11,200 | $899.5K | 0.17% | +1,336+13.5% | Added |
| Westpac Banking Corp | 11,181 | $897.9K | 0.07% | −15,589−58.2% | Reduced |
| Burney Co | 11,180 | $897.9K | 0.04% | −528−4.5% | Reduced |
| Bollard Group LLC | 11,140 | $895.0K | 0.03% | +7+0.1% | Added |
| AE Wealth Management LLC | 11,078 | $889.7K | 0.01% | +1,476+15.4% | Added |
| Monarch Capital Management Inc | 10,948 | $879.2K | 0.28% | −679−5.8% | Reduced |
| Resources Investment Advisors, LLC. | 10,866 | $872.7K | 0.02% | −186−1.7% | Reduced |
| Dash Acquisitions Inc. | 10,833 | $871.4K | 0.35% | −172−1.6% | Reduced |
| IMA Wealth, Inc. | 10,802 | $867.5K | 0.22% | −327−2.9% | Reduced |
| Abbrea Capital, LLC | 10,739 | $862.0K | 0.14% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 10,383 | $833.9K | 0.26% | −700−6.3% | Reduced |
| Cypress Capital Group | 10,377 | $833.4K | 0.12% | +103+1.0% | Added |
| Trust Co of Toledo NA | 10,339 | $830.3K | 0.16% | −1,402−11.9% | Reduced |
| Oppenheimer & Co Inc | 10,258 | $823.8K | 0.02% | +373+3.8% | Added |
| Argent Trust Co | 10,219 | $820.7K | 0.04% | −512−4.8% | Reduced |
| Panagora Asset Management Inc | 10,205 | $819.6K | 0.01% | +1,955+23.7% | Added |
| First Hawaiian Bank | 10,133 | $813.8K | 0.03% | −157−1.5% | Reduced |
| K.J. Harrison & Partners Inc | 10,000 | $803.1K | 0.18% | +10,000 | New |
| Canal Insurance CO | 10,000 | $803.0K | 0.23% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9,983 | $801.7K | 0.03% | −612−5.8% | Reduced |
| Field & Main Bank | 9,929 | $797.4K | 0.37% | +1,493+17.7% | Added |
| Amica Retiree Medical Trust | 9,909 | $796.0K | 0.94% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,889 | $794.2K | 0.03% | +2,642+36.5% | Added |
| Guinness Atkinson Asset Management Inc | 9,832 | $789.6K | 0.44% | +672+7.3% | Added |
| Merit Financial Group, LLC | 9,809 | $787.8K | 0.03% | +378+4.0% | Added |
| Toews Corp | 9,700 | $779.0K | 0.47% | +9,700 | New |
| 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 |
| Glenview Trust Co | 9,649 | $774.9K | 0.02% | +811+9.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 9,589 | $770.3K | 0.04% | +9,589 | New |
| BKD Wealth Advisors, LLC | 9,542 | $766.3K | 0.02% | −1,003−9.5% | Reduced |
| Cetera Investment Advisers | 9,491 | $762.2K | 0.01% | +554+6.2% | Added |
| Moody National Bank Trust Division | 9,450 | $758.9K | 0.05% | +1,030+12.2% | Added |
| Fractal Investments LLC | 9,400 | $754.9K | 0.16% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 9,332 | $749.5K | 0.01% | +1,564+20.1% | Added |