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Livermore
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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.

Q4 2023 vs. Q3 2023

How the institutions holding Otis Worldwide Corp changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of OTIS: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1,099141,190+105
Shares357.0M207.5K356.7M−73.8K (0.0%)
Value$28.7B$16.7M$31.9B+$3.22B (+11.2%)

14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (163)

Institutions that held Otis Worldwide Corp at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 163 by value.

Institutions new to OTIS in Q4 2023
InstitutionSharesValue% of portfolio
Clean Energy Transition LLP339,075$30.3M3.01%
J. Stern & Co. LLP225,188$19.9M3.63%
Degroof Petercam Asset Management210,553$18.8M0.25%
Kempen Capital Management N.V.188,972$16.9M0.24%
Van Eck Associates Corp72,859$6.52M0.01%
Nomura Holdings Inc51,066$4.57M0.04%
Varma Mutual Pension Insurance Co49,480$4.43M0.05%
BNP Paribas Arbitrage, SA46,982$4.20M0.01%
Pathstone Holdings, LLC43,500$3.92M0.02%
Y-Intercept (Hong Kong) Ltd31,918$2.86M0.27%
Schonfeld Strategic Advisors LLC31,721$2.84M0.02%
Louisbourg Investments Inc.35,588$2.69M0.81%
Dynamic Technology Lab Private Ltd28,801$2.58M0.27%
M Holdings Securities, Inc.28,548$2.55M0.29%
Aware Super Pty Ltd as trustee of Aware Super26,331$2.30M0.03%
Letson Investment Management, Inc.23,149$2.07M0.96%
Lombard Odier Asset Management (Europe) Ltd21,405$1.92M0.13%
Quest Partners LLC20,074$1.80M0.38%
Oak Thistle LLC18,795$1.68M0.48%
ClearAlpha Technologies LP18,431$1.65M0.63%
Colony Group, LLC15,128$1.35M0.02%
ISAM Funds (UK) Ltd14,150$1.27M0.90%
Machina Capital S.A.S.13,776$1.23M0.80%
PEAK6 Investments LLC13,511$1.21M0.05%
Smith, Salley & Associates12,437$1.11M0.07%
Atria Investments LLC11,921$1.07M0.02%
Groupama Asset Managment11,733$1.05M0.03%
Sanibel Captiva Trust Company, Inc.11,455$1.02M0.04%
Virtu Financial LLC11,236$1.00M0.08%
FJ Investments, LLC10,746$961.4K0.05%
HighPoint Advisor Group LLC9,661$957.0K0.07%
Principal Securities, Inc.10,559$944.7K0.04%
Seven Eight Capital, LP10,530$942.1K0.11%
Lombard Odier Asset Management (Switzerland) SA10,090$902.8K0.12%
Investment Management Corp of Ontario9,608$859.6K0.02%
Nebula Research & Development LLC8,697$778.1K0.23%
Quotient Wealth Partners, LLC7,699$688.9K0.03%
Centiva Capital, LP7,655$684.9K0.04%
Paloma Partners Management Co5,798$518.7K0.09%
NorthRock Partners, LLC5,629$503.7K0.02%
Global Endowment Management, LP5,470$489.4K0.05%
Mesirow Financial Investment Management, Inc.5,410$484.0K0.02%
Trust Point Inc.5,125$458.5K0.04%
Prime Capital Investment Advisors, LLC4,521$404.5K0.01%
LGT Group Foundation4,316$387.0K0.01%
TownSquare Capital, LLC4,282$383.1K0.01%
Axxcess Wealth Management, LLC4,142$370.6K0.01%
Rothschild Investment LLC3,870$346.2K0.03%
Robinson Smith Wealth Advisors LLC3,776$337.8K0.33%
Kinneret Advisory, LLC3,645$326.1K0.04%
Focus Financial Network Inc3,483$311.6K0.01%
Scissortail Wealth Management, LLC3,229$288.4K0.09%
Fielder Capital Group LLC2,958$264.7K0.16%
Colonial River Wealth Management, LLC2,831$253.3K0.15%
Avantax Planning Partners, Inc.2,809$251.3K0.01%
Two Sigma Securities, LLC2,761$247.0K0.01%
Tritonpoint Wealth, LLC2,756$246.6K0.02%
Sapient Capital LLC2,663$238.3K0.01%
Premier Path Wealth Partners, LLC2,658$237.8K0.05%
Sterling Financial Planning, Inc.2,500$223.7K0.10%
Montis Financial, LLC2,473$221.3K0.13%
Wescott Financial Advisory Group, LLC2,458$219.9K0.03%
Farmers Trust Co2,450$219.2K0.05%
Founders Capital Management, LLC2,450$219.2K0.04%
Lake Street Advisors Group, LLC2,438$218.2K0.01%
Radnor Capital Management, LLC2,423$217.0K0.04%
Manning & Napier Group, LLC2,424$216.9K0.00%
Advisory Alpha, LLC2,408$215.5K0.01%
Congress Wealth Management LLC2,407$215.4K0.00%
Callan Capital, LLC2,400$214.7K0.02%
Atlas Private Wealth Management2,366$211.7K0.10%
Dorsey & Whitney Trust CO LLC2,364$211.5K0.02%
Advisor OS, LLC2,352$210.5K0.03%
Sentry LLC2,341$209.5K0.04%
Headlands Technologies LLC2,341$209.4K0.06%
Institute for Wealth Management, LLC.2,337$209.1K0.03%
Center For Asset Management LLC2,334$208.8K0.19%
Pinnacle Wealth Planning Services, Inc.2,322$207.7K0.03%
Capital Planning Advisors, LLC2,316$207.2K0.04%
Nichols & Pratt Advisers LLP2,315$207.1K0.01%
WBI Investments2,312$206.8K0.04%
BSW Wealth Partners2,304$206.2K0.04%
Mission Wealth Management, LP2,304$206.1K0.01%
Sabal Trust CO2,303$206.0K0.01%
Middleton & Co Inc2,300$205.8K0.03%
Scientech Research LLC2,288$204.8K0.20%
Point72 Hong Kong Ltd2,275$203.6K0.01%
Cobblestone Capital Advisors LLC2,273$203.4K0.01%
Naples Global Advisors, LLC2,265$202.7K0.02%
DF Dent & Co Inc2,260$202.2K0.00%
Tyche Wealth Partners LLC2,255$201.8K0.05%
AJ Advisors, LLC2,247$201.0K0.12%
Crestwood Advisors Group LLC2,241$200.5K0.00%
GAMMA Investing LLC2,066$182.7K0.05%
Mango Five Family, Inc.2,019$180.6K0.07%
Wellington Shields & Co., LLC1,914$171.2K0.06%
Broadwater Capital Management LLC1,822$163.0K0.13%
BKM Wealth Management, LLC1,804$161.4K0.07%
Rakuten Investment Management, Inc.1,328$119.1K0.00%
Foster Dykema Cabot & Partners, LLC1,318$117.9K0.01%

Sold out (58)

Institutions that held Otis Worldwide Corp at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of OTIS in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Twinbeech Capital LP410,985$33.0M
Two Sigma Advisers, LP326,200$26.2M
ExodusPoint Capital Management, LP106,785$8.58M
HRT Financial LP67,777$5.44M
Echo Street Capital Management LLC63,178$5.07M
Aigen Investment Management, LP26,059$2.09M
Mount Capital Ltd24,180$1.94M
Tudor Investment Corp Et Al22,003$1.77M
Tilt Investment Management Holdings, PBC21,454$1.72M
Zacks Investment Management18,338$1.47M
Occudo Quantitative Strategies LP16,236$1.30M
Hudson Canyon Capital Management17,250$1.24M
Alyeska Investment Group, L.P.12,995$1.04M
MQS Management LLC11,627$933.8K
Jump Financial, LLC9,889$794.2K
Toews Corp9,700$779.0K
Oversea-Chinese Banking CORP Ltd9,589$770.3K
TrimTabs Asset Management, LLC9,036$725.7K
Security National Bank of So Dak8,971$720.5K
Greenland Capital Management LP7,999$642.4K
Sciencast Management LP6,405$514.4K
Cape Cod Five Cents Savings Bank6,366$511.3K
Security National Bank of Sioux City Iowa6,329$508.3K
Thornburg Investment Management Inc6,060$487.0K
Fund Management at Engine No. 1 LLC5,886$472.7K
Meiji Yasuda Life Insurance Co5,090$408.8K
Blueshift Asset Management, LLC4,424$355.3K
Perpetual Ltd4,057$325.8K
Quantbot Technologies LP3,986$320.1K
Capstone Investment Advisors, LLC3,861$310.1K
Concentric Wealth Management, LLC3,402$273.2K
Calamos Wealth Management LLC3,202$257.2K
Gsa Capital Partners LLP3,195$257.0K
Lowe Brockenbrough & Co Inc3,169$254.5K
Holistic Financial Partners2,597$208.6K
Kapitalo Investimentos Ltda2,228$178.9K
Natixis1,949$156.5K
Register Financial Advisors LLC800$64.2K
CWS Financial Advisors, LLC789$63.4K
RVW Wealth, LLC550$44.2K
Stonebridge Capital Advisors LLC527$42.3K
Northwest Investment Counselors, LLC405$32.5K
Flaharty Asset Management, LLC372$29.8K
Resurgent Financial Advisors LLC267$21.4K
VisionPoint Advisory Group, LLC264$21.2K
Earnest Partners LLC196$15.7K
West Tower Group, LLC167$13.4K
IAG Wealth Partners, LLC136$10.9K
Baker Avenue Asset Management, LP118$9.48K
Marquette Asset Management, LLC103$8.27K
Milestone Investment Advisors LLC100$8.03K
ORG Partners LLC75$6.02K
WR Wealth Planners, LLC50$4.02K
Legacy Financial Group LLC49$3.94K
Impact Partnership Wealth, LLC30$2.41K
Intrepid Capital Management Inc20$1.61K
Perkins Coie Trust Co13$1.04K
Quilter Plc807–

Not filed for Q4 2023 yet (14)

Institutions that held Otis Worldwide Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTIS in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.73,605$5.91M
BTC Capital Management, Inc.55,294$4.44M
Pathstone Family Office, LLC29,460$2.39M
Advisor Partners II, LLC14,499$1.16M
Colony Group LLC13,188$1.06M
Amica Retiree Medical Trust9,909$796.0K
Bryn Mawr Trust Co4,495$361.0K
Rothschild Investment Corp4,255$342.0K
Foster Dykema Cabot & Co Inc1,462$117.0K
Sutton Wealth Advisors Inc.462$37.1K
Antonetti Capital Management LLC325$26.1K
KB Financial Partners, LLC244$20.0K
Column Capital Advisors, LLC207$16.6K
Steward Financial Group LLC110$8.00K