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Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in Otis Worldwide Corp as of Dec 31, 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
1,190
+105 vs. Q3 2023
Shares held
356.7M
−73.8K (0.0%) vs. Q3 2023
Total value
$31.9B
+$3.22B (+11.2%) vs. Q3 2023
New holders
163
324 more added
Sold out
58
478 more reduced

14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,190 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ4 2023: $31.9B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2023.

Institutions holding OTIS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
HBC Financial Services, PLLC7$00.00%00.0%Unchanged
Clear Street Markets LLC1$00.00%+1New
Tfo-TDC, LLC2$1790.00%−2−50.0%Reduced
PSI Advisors, LLC2$1790.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC2$1790.00%+2New
Ables, Iannone, Moore & Associates, Inc.2$1790.00%+2New
Livelsberger Financial Advisory4$3720.00%+4New
Delos Wealth Advisors, LLC5$4480.00%00.0%Unchanged
ClariVest Asset Management LLC6$5380.00%00.0%Unchanged
Rise Advisors, LLC7$6590.00%00.0%Unchanged
Wolff Wiese Magana LLC8$7160.00%00.0%Unchanged
Fairman Group, LLC8$7160.00%+8New
New Millennium Group LLC9$8050.00%00.0%Unchanged
Global Trust Asset Management, LLC11$9840.00%00.0%Unchanged
Partnership Wealth Management, LLC12$1.02K0.00%+12New
Game Plan Financial Advisors, LLC12$1.07K0.00%+12New
Tennessee Valley Asset Management Partners12$1.07K0.00%+12New
Guardian Wealth Management, Inc.13$1.12K0.00%+1+8.3%Added
Arlington Trust Co LLC14$1.25K0.00%−35,180−100.0%Reduced
Godsey & Gibb Associates14$1.30K0.00%+14New
Chilton Capital Management LLC15$1.34K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC15$1.34K0.00%00.0%Unchanged
Valued Wealth Advisors LLC17$1.37K0.00%+17New
Dogwood Wealth Management LLC15$1.38K0.00%+15New
ICA Group Wealth Management, LLC18$1.61K0.00%+18New
TD Capital Management LLC20$1.79K0.00%00.0%Unchanged
Aspect Partners, LLC20$1.79K0.00%+20New
Signature Resources Capital Management, LLC21$1.88K0.00%+21New
Ogorek Anthony Joseph23$2.00K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC23$2.06K0.00%00.0%Unchanged
Northwest Capital Management Inc23$2.06K0.00%00.0%Unchanged
Country Trust Bank23$2.06K0.00%+23New
Clear Point Advisors Inc.24$2.15K0.00%+24New
Pacific Center for Financial Services25$2.24K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.25$2.24K0.00%+25New
PFS Partners, LLC26$2.33K0.00%00.0%Unchanged
Dunhill Financial, LLC27$2.41K0.00%+27New
Moisand Fitzgerald Tamayo, LLC27$2.42K0.00%−234−89.7%Reduced
Financial Freedom, LLC27$2.45K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC28$2.50K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.29$2.60K0.00%00.0%Unchanged
West Paces Advisors Inc.31$2.77K0.00%+17+121.4%Added
True Wealth Design, LLC33$2.95K0.00%00.0%Unchanged
Raleigh Capital Management Inc.35$3.13K0.00%+35New
Cranbrook Wealth Management, LLC37$3.31K0.00%+37New
SOA Wealth Advisors, LLC.40$3.58K0.00%00.0%Unchanged
Avion Wealth50$4.00K0.00%+32+177.8%Added
McIlrath & Eck, LLC45$4.03K0.00%00.0%Unchanged
Toth Financial Advisory Corp45$4.03K0.00%00.0%Unchanged
Hoey Investments, Inc46$4.12K0.00%00.0%Unchanged
Sofos Investments, Inc.48$4.29K0.00%−144−75.0%Reduced
Provence Wealth Management Group48$4.29K0.00%00.0%Unchanged
Peoples Financial Services Corp.50$4.47K0.00%−2,750−98.2%Reduced
Rogco, LP50$4.47K0.00%00.0%Unchanged
Lummis Asset Management, LP50$4.47K0.00%+50New
Sunbelt Securities, Inc.52$4.65K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc55$4.90K0.00%00.0%Unchanged
Fortitude Family Office, LLC55$4.92K0.00%+55New
Tower View Investment Management & Research LLC58$5.00K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.55$5.00K0.00%00.0%Unchanged
Valley National Advisers Inc65$5.00K0.00%+45+225.0%Added
FSA Wealth Management LLC57$5.00K0.00%+57New
Granite FO LLC57$5.10K0.00%00.0%Unchanged
Syntax Research, Inc.59$5.28K0.00%00.0%Unchanged
Creekmur Asset Management LLC63$5.65K0.00%+63New
Bogart Wealth, LLC65$5.79K0.00%+51+364.3%Added
Main Street Group, LTD65$5.82K0.00%+65New
Thompson Investment Management, Inc.67$5.99K0.00%00.0%Unchanged
Planning Capital Management Corp67$6.00K0.00%+67New
Raffa Wealth Management, LLC69$6.17K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC70$6.26K0.00%+57+438.5%Added
Mowery & Schoenfeld Wealth Management, LLC70$6.26K0.01%+70New
Salomon & Ludwin, LLC81$6.50K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.75$6.71K0.00%00.0%Unchanged
Fortis Group Advisors, LLC76$6.80K0.00%+38+100.0%Added
Pflug Koory, LLC84$6.86K0.00%00.0%Unchanged
Abound Wealth Management77$6.92K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC78$6.98K0.00%00.0%Unchanged
Tradition Wealth Management, LLC75$7.00K0.00%−5−6.3%Reduced
Front Row Advisors LLC80$7.16K0.00%−268−77.0%Reduced
Frazier Financial Advisors, LLC80$7.16K0.01%+80New
Focused Wealth Management, Inc84$7.48K0.00%+1+1.2%Added
Aspire Private Capital, LLC86$7.69K0.00%−473−84.6%Reduced
Tyler-Stone Wealth Management86$7.69K0.00%00.0%Unchanged
Hall Laurie J Trustee92$8.00K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC91$8.14K0.01%+91New
Jones Financial Companies LLLP93$8.32K0.00%−19−17.0%Reduced
Kayne Anderson Rudnick Investment Management LLC94$8.41K0.00%+7+8.0%Added
Newbridge Financial Services Group, Inc.94$8.41K0.00%+30+46.9%Added
Kiely Wealth Advisory Group, Inc.100$8.91K0.01%+100New
First Personal Financial Services100$8.95K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC107$9.00K0.00%−30−21.9%Reduced
First PREMIER Bank100$9.00K0.00%00.0%Unchanged
1832 Asset Management L.P.104$9.30K0.00%00.0%Unchanged
Private Wealth Management Group, LLC105$9.39K0.00%+105New
Smartleaf Asset Management LLC107$9.77K0.00%+107New
DecisionPoint Financial, LLC110$9.84K0.00%00.0%Unchanged
CGC Financial Services, LLC110$9.84K0.00%00.0%Unchanged
PrairieView Partners, LLC113$10.0K0.00%00.0%Unchanged
Raelipskie Partnership114$10.2K0.01%+114New