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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 2,733 | $219.5K | 0.00% | +421+18.2% | Added |
| InterOcean Capital Group, LLC | 2,725 | $218.8K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,694 | $216.4K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,691 | $216.1K | 0.04% | −13−0.5% | Reduced |
| MSH Capital Advisors LLC | 2,685 | $215.6K | 0.08% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,677 | $215.0K | 0.03% | +2,677 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,681 | $215.0K | 0.00% | −24,750−90.2% | Reduced |
| Great Lakes Advisors, LLC | 2,674 | $214.7K | 0.00% | +16+0.6% | Added |
| Brighton Jones LLC | 2,662 | $213.8K | 0.01% | +200+8.1% | Added |
| Adirondack Trust Co | 2,655 | $213.2K | 0.11% | −32−1.2% | Reduced |
| Cullen Capital Management LLC | 2,646 | $212.5K | 0.00% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 2,624 | $210.7K | 0.05% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,616 | $210.1K | 0.03% | −63−2.4% | Reduced |
| Anchor Investment Management, LLC | 2,615 | $210.0K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,609 | $209.5K | 0.04% | −62−2.3% | Reduced |
| Cullinan Associates Inc | 2,601 | $208.9K | 0.01% | +100+4.0% | Added |
| Hilltop Holdings Inc. | 2,599 | $208.7K | 0.03% | −48−1.8% | Reduced |
| Holistic Financial Partners | 2,597 | $208.6K | 0.14% | +2,597 | New |
| Legacy Bridge, LLC | 2,596 | $208.5K | 0.15% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 2,582 | $207.4K | 0.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,540 | $204.0K | 0.02% | −20−0.8% | Reduced |
| Hancock Whitney Corp | 2,539 | $203.9K | 0.01% | −563−18.1% | Reduced |
| Howland Capital Management LLC | 2,536 | $203.7K | 0.01% | −465−15.5% | Reduced |
| SYSTM Wealth Solutions LLC | 2,530 | $203.2K | 0.03% | −2,856−53.0% | Reduced |
| Gratus Capital LLC | 2,518 | $202.2K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,510 | $201.6K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,480 | $201.0K | 0.02% | +95+4.0% | Added |
| Sentry Investment Management LLC | 2,389 | $192.0K | 0.09% | −268−10.1% | Reduced |
| Arrow Financial Corp | 2,371 | $190.4K | 0.02% | +200+9.2% | Added |
| Logan Capital Management Inc | 2,255 | $181.1K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 2,228 | $178.9K | 0.02% | +2,228 | New |
| Deseret Mutual Benefit Administrators | 2,201 | $176.8K | 0.09% | −27−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,110 | $169.5K | 0.02% | −3−0.1% | Reduced |
| Grove Bank & Trust | 2,073 | $166.5K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,072 | $166.4K | 0.02% | −21,102−91.1% | Reduced |
| Park Place Capital Corp | 2,046 | $164.3K | 0.05% | +959+88.2% | Added |
| IFP Advisors, Inc | 1,995 | $160.2K | 0.01% | −25−1.2% | Reduced |
| Colonial Trust Co | 1,976 | $158.7K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 1,964 | $157.7K | 0.09% | −118−5.7% | Reduced |
| Natixis | 1,949 | $156.5K | 0.00% | +1,949 | New |
| Carmichael Hill & Associates, Inc. | 1,931 | $155.1K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,811 | $145.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,774 | $142.5K | 0.01% | −8−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,653 | $132.8K | 0.02% | −425−20.5% | Reduced |
| Citizens National Bank Trust Department | 1,625 | $130.5K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,611 | $129.0K | 0.00% | −17,200−91.4% | Reduced |
| North Star Investment Management Corp. | 1,589 | $127.6K | 0.01% | +90+6.0% | Added |
| Farther Finance Advisors, LLC | 1,579 | $126.8K | 0.02% | +1,172+288.0% | Added |
| Bank of New Hampshire | 1,565 | $125.7K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,563 | $125.6K | 0.01% | +22+1.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,538 | $124.0K | 0.08% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,499 | $120.4K | 0.01% | −78−4.9% | Reduced |
| Acropolis Investment Management, LLC | 1,488 | $119.5K | 0.01% | −35−2.3% | Reduced |
| Quarry LP | 1,478 | $118.7K | 0.08% | +1,372+1,294.3% | Added |
| Foster Dykema Cabot & Co Inc | 1,462 | $117.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,423 | $114.3K | 0.00% | −271−16.0% | Reduced |
| Compagnie Lombard Odier SCmA | 1,400 | $112.4K | 0.00% | −3,255−69.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,370 | $110.0K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,364 | $109.5K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $108.4K | 0.07% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,305 | $104.8K | 0.12% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,269 | $101.9K | 0.09% | +289+29.5% | Added |
| Estabrook Capital Management | 1,266 | $101.7K | 0.02% | −81−6.0% | Reduced |
| Quent Capital, LLC | 1,261 | $101.3K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,261 | $101.3K | 0.06% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,245 | $100.0K | 0.00% | +55+4.6% | Added |
| Geneos Wealth Management Inc. | 1,212 | $97.3K | 0.01% | −21−1.7% | Reduced |
| Piscataqua Savings Bank | 1,207 | $96.9K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $96.4K | 0.06% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,171 | $94.0K | 0.08% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,174 | $94.0K | 0.00% | +223+23.4% | Added |
| Hazlett, Burt & Watson, Inc. | 1,134 | $90.0K | 0.07% | +1+0.1% | Added |
| City State Bank | 1,117 | $90.0K | 0.05% | −17−1.5% | Reduced |
| Eagle Bay Advisors LLC | 1,084 | $87.0K | 0.04% | +117+12.1% | Added |
| Ulland Investment Advisors, LLC | 1,071 | $86.0K | 0.09% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,032 | $82.9K | 0.02% | −37−3.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,029 | $82.6K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,000 | $80.3K | 0.01% | −330−24.8% | Reduced |
| Creative Capital Management Investments LLC | 947 | $76.1K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 947 | $76.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 853 | $76.0K | 0.00% | +321+60.3% | Added |
| Larson Financial Group LLC | 930 | $74.7K | 0.01% | +890+2,225.0% | Added |
| RFP Financial Group LLC | 908 | $72.9K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 900 | $72.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 896 | $72.0K | 0.01% | −151−14.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 882 | $70.9K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 881 | $70.7K | 0.02% | +3+0.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 833 | $66.9K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 826 | $66.4K | 0.01% | +150+22.2% | Added |
| Evermay Wealth Management LLC | 822 | $66.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $66.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 820 | $65.9K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 811 | $65.1K | 0.01% | −14−1.7% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 800 | $64.3K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 800 | $64.2K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 792 | $63.6K | 0.01% | −244−23.6% | Reduced |
| CWS Financial Advisors, LLC | 789 | $63.4K | 0.03% | +789 | New |
| Covestor Ltd | 781 | $63.0K | 0.05% | −4−0.5% | Reduced |
| Spire Wealth Management | 783 | $62.9K | 0.00% | +6+0.8% | Added |
| Dividend Assets Capital, LLC | 775 | $62.0K | 0.01% | −142−15.5% | Reduced |