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 |
|---|---|---|---|---|---|
| Courier Capital LLC | 3,764 | $302.3K | 0.03% | −25−0.7% | Reduced |
| Colonial Trust Advisors | 3,760 | $302.0K | 0.03% | −30−0.8% | Reduced |
| Graypoint LLC | 3,749 | $301.1K | 0.03% | −165−4.2% | Reduced |
| Azimuth Capital Investment Management LLC | 3,741 | $300.4K | 0.01% | 00.0% | Unchanged |
| Country Club Bank | 3,705 | $298.1K | 0.02% | −721−16.3% | Reduced |
| Financial Advisory Group | 3,711 | $298.0K | 0.06% | −94−2.5% | Reduced |
| Foster & Motley Inc | 3,705 | $298.0K | 0.02% | −621−14.4% | Reduced |
| McDonald Partners LLC | 3,656 | $293.6K | 0.10% | −14−0.4% | Reduced |
| Washington Trust Co | 3,646 | $292.8K | 0.01% | −681−15.7% | Reduced |
| Donaldson Capital Management, LLC | 3,645 | $292.7K | 0.01% | −401−9.9% | Reduced |
| Washington Trust Advisors, Inc. | 3,615 | $290.3K | 0.03% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,613 | $290.2K | 0.06% | −125−3.3% | Reduced |
| Bragg Financial Advisors, Inc | 3,596 | $288.8K | 0.02% | −563−13.5% | Reduced |
| Northeast Investment Management | 3,581 | $287.6K | 0.02% | +800+28.8% | Added |
| Fruth Investment Management | 3,578 | $287.0K | 0.09% | −50−1.4% | Reduced |
| NTV Asset Management LLC | 3,565 | $286.3K | 0.05% | −136−3.7% | Reduced |
| Bell Investment Advisors, Inc | 3,542 | $284.5K | 0.06% | −10−0.3% | Reduced |
| Fulton Bank, N.A. | 3,541 | $284.4K | 0.01% | −324−8.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,538 | $284.1K | 0.04% | −7−0.2% | Reduced |
| Advisory Services Network, LLC | 3,536 | $284.0K | 0.01% | +394+12.5% | Added |
| Papp L Roy & Associates | 3,530 | $283.5K | 0.04% | +112+3.3% | Added |
| Empowered Funds, LLC | 3,519 | $282.6K | 0.01% | +569+19.3% | Added |
| Siemens Fonds Invest GmbH | 3,513 | $282.1K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,503 | $281.3K | 0.01% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,477 | $279.2K | 0.03% | +3,477 | New |
| Forum Financial Management, LP | 3,476 | $279.2K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,472 | $278.8K | 0.07% | −372−9.7% | Reduced |
| Flagship Harbor Advisors, LLC | 3,468 | $278.5K | 0.02% | −152−4.2% | Reduced |
| Enterprise Financial Services Corp | 3,451 | $277.1K | 0.19% | −234−6.4% | Reduced |
| MEMBERS Trust Co | 3,433 | $276.3K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,437 | $276.0K | 0.03% | −803−18.9% | Reduced |
| South State Corp. | 3,422 | $274.8K | 0.03% | −178−4.9% | Reduced |
| Bard Financial Services, Inc. | 3,420 | $274.7K | 0.03% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 3,402 | $273.2K | 0.09% | −525−13.4% | Reduced |
| Farmers National Bank | 3,401 | $273.1K | 0.09% | +6+0.2% | Added |
| Dynamic Advisor Solutions LLC | 3,400 | $273.1K | 0.01% | +920+37.1% | Added |
| Spinnaker Trust | 3,375 | $271.0K | 0.02% | +154+4.8% | Added |
| KCM Investment Advisors LLC | 3,372 | $270.8K | 0.01% | −132−3.8% | Reduced |
| Wade G W & Inc | 3,356 | $270.0K | 0.01% | +450+15.5% | Added |
| Simplex Trading, LLC | 3,350 | $269.0K | 0.01% | +3,350 | New |
| Aptus Capital Advisors, LLC | 3,349 | $269.0K | 0.01% | +3,349 | New |
| Mount Yale Investment Advisors, LLC | 3,327 | $267.2K | 0.03% | −83−2.4% | Reduced |
| Defined Wealth Management, LLC | 3,315 | $266.2K | 0.23% | +3+0.1% | Added |
| Riverwater Partners LLC | 3,267 | $262.4K | 0.24% | −60−1.8% | Reduced |
| Boyd Watterson Asset Management LLC | 3,265 | $262.2K | 0.11% | −18−0.5% | Reduced |
| GSB Wealth Management, LLC | 3,248 | $260.9K | 0.09% | +19+0.6% | Added |
| Quadrant Capital Group LLC | 3,233 | $259.6K | 0.03% | +114+3.7% | Added |
| Security National Bank | 3,226 | $259.6K | 0.07% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,206 | $257.5K | 0.03% | −661−17.1% | Reduced |
| Calamos Wealth Management LLC | 3,202 | $257.2K | 0.02% | +283+9.7% | Added |
| Gsa Capital Partners LLP | 3,195 | $257.0K | 0.02% | +3,195 | New |
| Fukoku Mutual Life Insurance Co | 3,191 | $256.3K | 0.02% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,185 | $255.8K | 0.00% | +3,185 | New |
| Lowe Brockenbrough & Co Inc | 3,169 | $254.5K | 0.02% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,161 | $253.9K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,160 | $253.8K | 0.04% | 00.0% | Unchanged |
| Fort, L.P. | 3,140 | $252.2K | 0.70% | −171−5.2% | Reduced |
| Meridian Wealth Management, LLC | 3,139 | $252.1K | 0.02% | −49−1.5% | Reduced |
| Stevens Capital Management LP | 3,120 | $251.0K | 0.07% | +3,120 | New |
| J. L. Bainbridge & Co., Inc. | 3,124 | $250.9K | 0.03% | +12+0.4% | Added |
| Ramirez Asset Management, Inc. | 3,121 | $250.6K | 0.05% | +3,121 | New |
| Webster Bank, N. A. | 3,103 | $249.2K | 0.03% | −140−4.3% | Reduced |
| Tiemann Investment Advisors, LLC | 3,099 | $248.9K | 0.13% | 00.0% | Unchanged |
| State of Wyoming | 3,094 | $248.5K | 0.05% | −2,085−40.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,086 | $247.8K | 0.02% | −5,552−64.3% | Reduced |
| St Germain D J Co Inc | 3,081 | $247.4K | 0.01% | +155+5.3% | Added |
| Sky Investment Group LLC | 3,065 | $246.2K | 0.06% | +5+0.2% | Added |
| Reynders McVeigh Capital Management, LLC | 3,046 | $245.0K | 0.02% | +185+6.5% | Added |
| Centaurus Financial, Inc. | 3,054 | $245.0K | 0.02% | +518+20.4% | Added |
| Fidelis Capital Partners, LLC | 3,022 | $242.7K | 0.08% | +20+0.7% | Added |
| LMCG Investments, LLC | 3,004 | $241.3K | 0.02% | −2−0.1% | Reduced |
| S.A. Mason LLC | 3,001 | $241.0K | 0.17% | −73−2.4% | Reduced |
| Systematic Financial Management LP | 3,000 | $240.9K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $240.9K | 0.05% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $240.9K | 0.06% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,000 | $240.9K | 0.00% | 00.0% | Unchanged |
| Essex Savings Bank | 2,997 | $240.7K | 0.08% | +87+3.0% | Added |
| Forbes J M & Co LLP | 2,978 | $239.2K | 0.03% | 00.0% | Unchanged |
| First National Trust Co | 2,967 | $238.3K | 0.01% | −241−7.5% | Reduced |
| LCM Capital Management Inc | 2,966 | $238.2K | 0.19% | −9−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 2,963 | $238.0K | 0.01% | −322−9.8% | Reduced |
| General Partner, Inc. | 3,000 | $237.4K | 0.21% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 2,922 | $234.7K | 0.16% | −96−3.2% | Reduced |
| Court Place Advisors, LLC | 2,920 | $234.5K | 0.08% | −10−0.3% | Reduced |
| Signature Wealth Management Partners, LLC | 2,910 | $233.7K | 0.23% | 00.0% | Unchanged |
| Shelton Capital Management | 2,869 | $230.4K | 0.01% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,855 | $229.3K | 0.22% | +589+26.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,853 | $229.1K | 0.07% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,842 | $228.3K | 0.01% | −25−0.9% | Reduced |
| First Horizon Advisors, Inc. | 2,840 | $228.1K | 0.01% | +12+0.4% | Added |
| Addison Advisors LLC | 2,833 | $227.5K | 0.11% | +91+3.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,869 | $225.6K | 0.00% | +21+0.7% | Added |
| Optimum Investment Advisors | 2,800 | $224.9K | 0.12% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 2,800 | $224.9K | 0.11% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,782 | $223.5K | 0.01% | +160+6.1% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,769 | $222.4K | 0.23% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,759 | $221.6K | 0.01% | −1,569−36.3% | Reduced |
| Sentinel Trust Co Lba | 2,750 | $221.0K | 0.03% | +149+5.7% | Added |
| 9258 Wealth Management, LLC | 2,736 | $219.8K | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,730 | $219.7K | 0.01% | −27−1.0% | Reduced |