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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 9,303 | $747.1K | 0.07% | +2,166+30.3% | Added |
| FineMark National Bank & Trust | 9,284 | $745.6K | 0.03% | +30.0% | Added |
| Integrated Wealth Concepts LLC | 9,277 | $745.1K | 0.01% | +218+2.4% | Added |
| Gabelli Funds LLC | 9,200 | $738.9K | 0.01% | −3,600−28.1% | Reduced |
| Ellevest, Inc. | 9,195 | $738.5K | 0.06% | +90+1.0% | Added |
| Johnson Investment Counsel Inc | 9,154 | $735.2K | 0.01% | −553−5.7% | Reduced |
| Bridges Investment Management Inc | 9,140 | $734.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,124 | $732.8K | 0.02% | +13+0.1% | Added |
| TrimTabs Asset Management, LLC | 9,036 | $725.7K | 0.39% | −1,502−14.3% | Reduced |
| Greenleaf Trust | 9,032 | $725.4K | 0.01% | −54−0.6% | Reduced |
| Holowesko Partners Ltd. | 9,000 | $722.8K | 0.32% | 00.0% | Unchanged |
| Security National Bank of So Dak | 8,971 | $720.5K | 0.53% | +165+1.9% | Added |
| Vestcor Inc | 8,966 | $720.0K | 0.03% | −920−9.3% | Reduced |
| Home Federal Bank of Tennessee | 8,821 | $708.4K | 0.26% | −50−0.6% | Reduced |
| DFPG Investments, LLC | 8,741 | $704.9K | 0.07% | +3,725+74.3% | Added |
| Dark Forest Capital Management LP | 8,703 | $698.9K | 0.06% | +2,793+47.3% | Added |
| Williams Jones Wealth Management, LLC. | 8,533 | $685.3K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,512 | $683.6K | 0.01% | +8,512 | New |
| Sit Investment Associates Inc | 8,505 | $683.0K | 0.02% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 8,335 | $669.4K | 0.05% | +1,270+18.0% | Added |
| HB Wealth Management, LLC | 8,306 | $667.1K | 0.01% | +1,684+25.4% | Added |
| Alberta Investment Management Corp | 8,300 | $666.6K | 0.01% | −67,388−89.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 8,214 | $659.7K | 0.09% | +143+1.8% | Added |
| Lafayette Investments, Inc. | 8,168 | $656.0K | 0.18% | +1,669+25.7% | Added |
| Dumont & Blake Investment Advisors LLC | 8,098 | $650.0K | 0.22% | +32+0.4% | Added |
| Hartford Funds Management Co LLC | 8,069 | $648.0K | 0.07% | +677+9.2% | Added |
| National Asset Management, Inc. | 8,045 | $646.1K | 0.02% | +2,732+51.4% | Added |
| Central Trust Co | 8,044 | $646.0K | 0.02% | +65+0.8% | Added |
| Greenland Capital Management LP | 7,999 | $642.4K | 0.08% | +7,999 | New |
| Snowden Capital Advisors LLC | 7,941 | $637.7K | 0.03% | −975−10.9% | Reduced |
| Natixis Investment Managers International | 7,920 | $636.1K | 0.05% | 00.0% | Unchanged |
| Romano Brothers and Company | 7,863 | $631.5K | 0.10% | −148−1.8% | Reduced |
| Cooper Financial Group | 7,862 | $631.4K | 0.15% | +279+3.7% | Added |
| Baldwin Investment Management, LLC | 7,733 | $621.0K | 0.10% | −25−0.3% | Reduced |
| Pring Turner Capital Group Inc | 7,575 | $608.3K | 0.51% | 00.0% | Unchanged |
| Philadelphia Trust Co | 7,529 | $605.0K | 0.06% | +45+0.6% | Added |
| Sequoia Financial Advisors, LLC | 7,516 | $603.6K | 0.01% | +118+1.6% | Added |
| Curated Wealth Partners LLC | 7,493 | $601.8K | 0.11% | 00.0% | Unchanged |
| Optas, LLC | 7,482 | $600.9K | 0.20% | +123+1.7% | Added |
| Tokio Marine Asset Management Co Ltd | 7,472 | $600.1K | 0.04% | +291+4.1% | Added |
| Werlinich Asset Management, LLC | 7,347 | $590.0K | 0.49% | +22+0.3% | Added |
| Edgestream Partners, L.P. | 7,335 | $589.1K | 0.05% | −37,135−83.5% | Reduced |
| TD Private Client Wealth LLC | 7,332 | $588.8K | 0.03% | −847−10.4% | Reduced |
| Kestra Private Wealth Services, LLC | 7,292 | $585.6K | 0.02% | −289−3.8% | Reduced |
| Credit Agricole S A | 7,212 | $579.2K | 0.02% | +1,204+20.0% | Added |
| Ar Asset Management Inc | 7,200 | $578.0K | 0.16% | 00.0% | Unchanged |
| Simmons Bank | 7,120 | $571.8K | 0.05% | −21−0.3% | Reduced |
| Chicago Capital, LLC | 7,085 | $569.0K | 0.03% | +102+1.5% | Added |
| Lido Advisors, LLC | 7,021 | $563.9K | 0.01% | +1,091+18.4% | Added |
| Bokf, NA | 7,279 | $562.0K | 0.01% | −4,866−40.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,989 | $561.0K | 0.07% | −332−4.5% | Reduced |
| Curbstone Financial Management Corp | 6,968 | $559.6K | 0.14% | +200+3.0% | Added |
| Westhampton Capital, LLC | 6,962 | $559.1K | 0.36% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 6,923 | $556.0K | 0.40% | −117−1.7% | Reduced |
| Amussen Hunsaker Associates LLC | 6,864 | $547.0K | 0.13% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 6,772 | $543.9K | 0.03% | +2,390+54.5% | Added |
| Stratos Wealth Partners, LTD. | 6,759 | $542.8K | 0.01% | +785+13.1% | Added |
| Waterford Advisors, LLC | 6,690 | $537.3K | 0.30% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 6,527 | $524.2K | 0.02% | +6,527 | New |
| Sciencast Management LP | 6,405 | $514.4K | 0.23% | +6,405 | New |
| Auto-Owners Insurance Co | 6,393 | $513.4K | 0.02% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 6,366 | $511.3K | 0.03% | +3,033+91.0% | Added |
| Veriti Management LLC | 6,337 | $508.9K | 0.06% | −332−5.0% | Reduced |
| Security National Bank of Sioux City Iowa | 6,329 | $508.3K | 0.40% | −142−2.2% | 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 |
| Balyasny Asset Management LLC | 6,194 | $497.4K | 0.00% | −788,788−99.2% | Reduced |
| Means Investment Co., Inc. | 6,187 | $496.9K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,153 | $494.1K | 0.03% | +67+1.1% | Added |
| Meridian Management Co | 6,127 | $492.1K | 0.16% | +77+1.3% | Added |
| Wetherby Asset Management Inc | 6,108 | $490.5K | 0.03% | −109−1.8% | Reduced |
| Allred Capital Management, LLC | 6,101 | $490.0K | 0.24% | −248−3.9% | Reduced |
| Thornburg Investment Management Inc | 6,060 | $487.0K | 0.01% | 00.0% | Unchanged |
| Holderness Investments Co | 6,061 | $486.8K | 0.19% | −144−2.3% | Reduced |
| Horizon Investments, LLC | 6,044 | $485.4K | 0.01% | −287−4.5% | Reduced |
| Wedmont Private Capital | 6,066 | $485.0K | 0.05% | −506−7.7% | Reduced |
| ICW Investment Advisors LLC | 5,985 | $480.7K | 0.26% | +562+10.4% | Added |
| Ahl Investment Management, Inc. | 5,952 | $478.0K | 0.43% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 5,931 | $476.3K | 0.37% | 00.0% | Unchanged |
| Stephens Inc | 5,898 | $473.7K | 0.01% | −92−1.5% | Reduced |
| Advisors Asset Management, Inc. | 5,889 | $472.9K | 0.01% | +1,300+28.3% | Added |
| Fund Management at Engine No. 1 LLC | 5,886 | $472.7K | 0.07% | +503+9.3% | Added |
| Soltis Investment Advisors LLC | 5,861 | $470.7K | 0.06% | −29−0.5% | Reduced |
| Wendell David Associates Inc | 5,852 | $470.0K | 0.06% | −75−1.3% | Reduced |
| RSM US Wealth Management LLC | 5,832 | $468.3K | 0.02% | −21−0.4% | Reduced |
| GWM Advisors LLC | 5,773 | $463.6K | 0.01% | +191+3.4% | Added |
| Valley Brook Capital Group | 5,727 | $459.9K | 0.45% | −1,250−17.9% | Reduced |
| Investment Advisory Services Inc | 5,723 | $459.6K | 0.20% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,717 | $459.1K | 0.03% | 00.0% | Unchanged |
| Old National Bancorp | 5,716 | $459.1K | 0.01% | −229−3.9% | Reduced |
| Ballentine Partners, LLC | 5,677 | $455.9K | 0.01% | +868+18.0% | Added |
| Headinvest, LLC | 5,720 | $454.7K | 0.10% | +82+1.5% | Added |
| Banque Cantonale Vaudoise | 5,637 | $452.0K | 0.02% | −1,128−16.7% | Reduced |
| TD Waterhouse Canada Inc. | 5,587 | $450.1K | 0.00% | +857+18.1% | Added |
| Ameritas Investment Partners, Inc. | 5,577 | $447.9K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,545 | $445.3K | 0.02% | +543+10.9% | Added |
| Forte Capital LLC | 5,530 | $444.1K | 0.07% | −17−0.3% | Reduced |
| Schnieders Capital Management LLC | 5,522 | $443.5K | 0.10% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 5,463 | $438.7K | 0.01% | −154−2.7% | Reduced |
| Venture Visionary Partners LLC | 5,408 | $434.6K | 0.03% | −72−1.3% | Reduced |