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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 5,388 | $432.7K | 0.02% | −629−10.5% | Reduced |
| Umb Bank N A | 5,381 | $432.1K | 0.01% | −74−1.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,366 | $430.9K | 0.01% | −478−8.2% | Reduced |
| Gamco Investors, Inc. Et Al | 5,346 | $429.3K | 0.00% | −1,450−21.3% | Reduced |
| Freestone Capital Holdings, LLC | 5,324 | $427.6K | 0.02% | −123−2.3% | Reduced |
| Mutual Advisors, LLC | 5,315 | $426.8K | 0.02% | −17−0.3% | Reduced |
| CAPROCK Group, Inc. | 5,286 | $424.5K | 0.03% | −125−2.3% | Reduced |
| Grimes & Company, Inc. | 5,249 | $421.6K | 0.02% | +23+0.4% | Added |
| Choate Investment Advisors | 5,229 | $419.9K | 0.02% | +233+4.7% | Added |
| Lindbrook Capital, LLC | 5,182 | $416.2K | 0.05% | +10.0% | Added |
| Bull Street Advisors, LLC | 5,180 | $416.0K | 0.22% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 5,170 | $415.2K | 0.08% | +2,585+100.0% | Added |
| Silver Oak Securities, Inc | 5,162 | $414.6K | 0.09% | +163+3.3% | Added |
| NEOS Investment Management LLC | 5,150 | $413.6K | 0.05% | +5,150 | New |
| Aull & Monroe Investment Management Corp | 5,108 | $410.2K | 0.21% | −86−1.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,090 | $408.8K | 0.01% | +5,090 | New |
| Shayne & Co., LLC | 5,088 | $408.6K | 0.14% | 00.0% | Unchanged |
| Trust Co of Virginia | 5,041 | $404.8K | 0.04% | +270+5.7% | Added |
| Verdence Capital Advisors LLC | 5,024 | $403.5K | 0.04% | +240+5.0% | Added |
| Busey Wealth Management | 5,019 | $403.1K | 0.02% | −313−5.9% | Reduced |
| Gifford Fong Associates | 5,000 | $402.0K | 0.10% | 00.0% | Unchanged |
| Pitcairn Co | 4,994 | $401.1K | 0.03% | +361+7.8% | Added |
| Cambridge Trust Co | 4,991 | $400.8K | 0.02% | −36−0.7% | Reduced |
| Monterey Private Wealth, Inc. | 4,976 | $399.6K | 0.20% | −166−3.2% | Reduced |
| V-Square Quantitative Management LLC | 4,970 | $399.1K | 0.18% | +2,430+95.7% | Added |
| Tower Bridge Advisors | 4,958 | $398.2K | 0.04% | +107+2.2% | Added |
| Cary Street Partner Investment Advisory LLC | 4,922 | $395.3K | 0.02% | +242+5.2% | Added |
| Symmetry Partners, LLC | 4,892 | $393.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,880 | $391.9K | 0.05% | −162−3.2% | Reduced |
| Clearstead Advisors, LLC | 4,867 | $390.9K | 0.02% | +13+0.3% | Added |
| Penobscot Investment Management Company, Inc. | 4,843 | $388.9K | 0.05% | +1,176+32.1% | Added |
| Excalibur Management Corp | 4,823 | $387.3K | 0.20% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 4,790 | $384.7K | 0.05% | +50+1.1% | Added |
| Checchi Capital Advisers, LLC | 4,788 | $384.5K | 0.04% | −143−2.9% | Reduced |
| Charter Trust Co | 4,786 | $384.4K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,728 | $379.7K | 0.01% | −863−15.4% | Reduced |
| Sovereign Financial Group, Inc. | 4,722 | $379.3K | 0.14% | −1,703−26.5% | Reduced |
| Profund Advisors LLC | 4,708 | $378.1K | 0.02% | −100−2.1% | Reduced |
| Signaturefd, LLC | 4,703 | $377.7K | 0.01% | +267+6.0% | Added |
| Geller Advisors LLC | 4,666 | $374.7K | 0.04% | +4,666 | New |
| Vident Advisory, LLC | 4,651 | $373.5K | 0.01% | +4,651 | New |
| 1st Source Bank | 4,607 | $370.0K | 0.03% | −387−7.7% | Reduced |
| Dover Advisors, LLC | 4,601 | $369.5K | 0.37% | −500−9.8% | Reduced |
| Schechter Investment Advisors, LLC | 4,599 | $369.4K | 0.04% | −79−1.7% | Reduced |
| Wealthspire Advisors, LLC | 4,579 | $367.7K | 0.01% | +46+1.0% | Added |
| Pointe Capital Management LLC | 4,576 | $367.5K | 0.29% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 4,570 | $367.0K | 0.33% | +4,570 | New |
| Telos Capital Management, Inc. | 4,568 | $366.8K | 0.05% | −360−7.3% | Reduced |
| AustralianSuper Pty Ltd | 4,557 | $366.0K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,547 | $365.2K | 0.05% | −1,035−18.5% | Reduced |
| Beck Mack & Oliver LLC | 4,547 | $365.2K | 0.01% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 4,536 | $364.3K | 0.45% | +11+0.2% | Added |
| J.W. Cole Advisors, Inc. | 4,501 | $361.5K | 0.03% | −11−0.2% | Reduced |
| Bryn Mawr Trust Co | 4,495 | $361.0K | 0.02% | −900−16.7% | Reduced |
| Wedbush Securities Inc | 4,489 | $360.0K | 0.02% | +73+1.7% | Added |
| Penserra Capital Management LLC | 4,473 | $358.0K | 0.01% | −267−5.6% | Reduced |
| Blueshift Asset Management, LLC | 4,424 | $355.3K | 0.21% | +4,424 | New |
| First City Capital Management, Inc. | 4,413 | $354.4K | 0.22% | −17−0.4% | Reduced |
| Cigna Investments Inc | 4,419 | $354.0K | 0.08% | −622−12.3% | Reduced |
| Valeo Financial Advisors, LLC | 4,384 | $352.1K | 0.02% | −353−7.5% | Reduced |
| Apollon Wealth Management, LLC | 4,368 | $350.8K | 0.02% | −206−4.5% | Reduced |
| IHT Wealth Management, LLC | 4,319 | $346.9K | 0.02% | +4,319 | New |
| Badgley Phelps Wealth Managers, LLC | 4,317 | $346.7K | 0.01% | −5,036−53.8% | Reduced |
| City Holding Co | 4,313 | $346.3K | 0.06% | +630+17.1% | Added |
| Exencial Wealth Advisors, LLC | 4,307 | $345.9K | 0.02% | −158−3.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $345.3K | 0.13% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 4,288 | $344.4K | 0.09% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,287 | $344.3K | 0.06% | +462+12.1% | Added |
| Rothschild Investment Corp | 4,255 | $342.0K | 0.03% | −11−0.3% | Reduced |
| Boston Trust Walden Corp | 4,248 | $341.2K | 0.00% | 00.0% | Unchanged |
| Everett Harris & Co | 4,219 | $338.8K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,219 | $338.8K | 0.01% | −6,803−61.7% | Reduced |
| Tucker Asset Management LLC | 4,190 | $336.5K | 0.09% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,189 | $336.5K | 0.01% | +141+3.5% | Added |
| Shakespeare Wealth Management, Inc. | 4,151 | $333.4K | 0.12% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 4,152 | $332.1K | 0.02% | −692−14.3% | Reduced |
| Invesco, LLC | 4,134 | $332.0K | 0.17% | −117−2.8% | Reduced |
| Allworth Financial LP | 4,112 | $330.3K | 0.00% | +388+10.4% | Added |
| Fortune Financial Advisors, LLC | 4,110 | $330.1K | 0.25% | +9+0.2% | Added |
| Fiduciary Group LLC | 4,098 | $329.1K | 0.04% | 00.0% | Unchanged |
| First Western Trust Bank | 4,087 | $328.2K | 0.02% | −172−4.0% | Reduced |
| First Foundation Advisors | 4,087 | $328.2K | 0.02% | +4,087 | New |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $328.1K | 0.09% | 00.0% | Unchanged |
| GTS Securities LLC | 4,067 | $326.6K | 0.01% | +1,782+78.0% | Added |
| Flputnam Investment Management Co | 4,065 | $326.5K | 0.01% | −207−4.8% | Reduced |
| Perpetual Ltd | 4,057 | $325.8K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,053 | $325.5K | 0.01% | −126−3.0% | Reduced |
| Atwood & Palmer Inc | 4,025 | $323.2K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,986 | $320.1K | 0.02% | +3,986 | New |
| Aberdeen Wealth Management LLC | 3,974 | $319.2K | 0.24% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 3,939 | $316.4K | 0.03% | +25+0.6% | Added |
| Sound View Wealth Advisors Group, LLC | 3,928 | $315.5K | 0.04% | +32+0.8% | Added |
| Lincoln National Corp | 3,906 | $313.7K | 0.01% | −597−13.3% | Reduced |
| CX Institutional | 3,906 | $313.7K | 0.02% | −544−12.2% | Reduced |
| Waldron Private Wealth LLC | 3,868 | $310.7K | 0.02% | −680−15.0% | Reduced |
| Capstone Investment Advisors, LLC | 3,861 | $310.1K | 0.01% | +847+28.1% | Added |
| NewEdge Wealth, LLC | 3,859 | $310.0K | 0.01% | +364+10.4% | Added |
| Chemung Canal Trust Co | 3,846 | $308.9K | 0.07% | −82−2.1% | Reduced |
| Patten & Patten Inc | 3,843 | $308.6K | 0.03% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,781 | $303.7K | 0.01% | +84+2.3% | Added |