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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sittner & Nelson, LLC | 118 | $10.6K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 120 | $10.7K | 0.01% | +120 | New |
| Garner Asset Management Corp | 119 | $10.8K | 0.01% | +119 | New |
| Sachetta, LLC | 121 | $10.8K | 0.01% | +121 | New |
| Tortoise Investment Management, LLC | 125 | $11.2K | 0.00% | −6−4.6% | Reduced |
| Nordwand Advisors, LLC | 130 | $11.6K | 0.00% | +130 | New |
| Exchange Traded Concepts, LLC | 131 | $11.7K | 0.00% | +111+555.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 133 | $11.9K | 0.00% | +133 | New |
| Thompson Siegel & Walmsley LLC | 139 | $12.0K | 0.00% | −69−33.2% | Reduced |
| Financial Management Professionals, Inc. | 131 | $12.0K | 0.00% | +73+125.9% | Added |
| FSC Wealth Advisors, LLC | 144 | $12.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $13.4K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 150 | $13.4K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 150 | $13.4K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 150 | $13.4K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 154 | $13.8K | 0.00% | +81+111.0% | Added |
| Wetzel Investment Advisors, Inc. | 162 | $14.0K | 0.01% | +162 | New |
| Level Financial Advisors, Inc. | 160 | $14.3K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 164 | $14.7K | 0.01% | −17−9.4% | Reduced |
| Versant Capital Management, Inc | 164 | $14.7K | 0.00% | −3−1.8% | Reduced |
| Sound Income Strategies, LLC | 165 | $14.7K | 0.00% | −21−11.3% | Reduced |
| Creative Financial Designs Inc | 166 | $14.8K | 0.00% | +18+12.2% | Added |
| Tanglewood Legacy Advisors, LLC | 167 | $14.9K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $15.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 164 | $15.0K | 0.00% | +7+4.5% | Added |
| TSFG, LLC | 163 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 171 | $15.3K | 0.01% | +171 | New |
| MCF Advisors LLC | 171 | $15.3K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 172 | $15.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 176 | $15.7K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 180 | $16.1K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 180 | $16.1K | 0.01% | +180 | New |
| Planned Solutions, Inc. | 186 | $16.6K | 0.01% | +186 | New |
| Rosenberg Matthew Hamilton | 188 | $16.8K | 0.01% | +46+32.4% | Added |
| Highlander Capital Management, LLC | 196 | $17.5K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 197 | $17.6K | 0.01% | +1+0.5% | Added |
| Red Tortoise LLC | 198 | $17.7K | 0.01% | −27−12.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 199 | $17.8K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $17.9K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 203 | $18.2K | 0.01% | +203 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 204 | $18.3K | 0.01% | +204 | New |
| Glen Eagle Advisors, LLC | 208 | $18.6K | 0.00% | −42−16.8% | Reduced |
| Birchbrook, Inc. | 212 | $19.0K | 0.01% | +212 | New |
| McClarren Financial Advisors, Inc. | 217 | $19.0K | 0.01% | +101+87.1% | Added |
| Tompkins Financial Corp | 217 | $19.4K | 0.00% | +15+7.4% | Added |
| DT Investment Partners, LLC | 227 | $20.4K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $20.6K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 232 | $20.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 236 | $21.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 247 | $22.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 248 | $22.2K | 0.01% | +44+21.6% | Added |
| Osterweis Capital Management Inc | 250 | $22.4K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $22.4K | 0.01% | +250 | New |
| Costello Asset Management, INC | 262 | $23.4K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 265 | $23.7K | 0.02% | +265 | New |
| Kelly Financial Services LLC | 266 | $23.8K | 0.01% | +1+0.4% | Added |
| SJS Investment Consulting Inc. | 269 | $24.1K | 0.01% | +209+348.3% | Added |
| Core Alternative Capital | 275 | $24.6K | 0.00% | −27−8.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 275 | $25.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 291 | $26.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 300 | $26.8K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 300 | $26.8K | 0.02% | +300 | New |
| Turtle Creek Wealth Advisors, LLC | 315 | $28.2K | 0.01% | +315 | New |
| Intelligent Financial Strategies | 316 | $28.3K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 324 | $29.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 335 | $30.0K | 0.05% | −48−12.5% | Reduced |
| Laffer Tengler Investments | 335 | $30.0K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 336 | $30.1K | 0.02% | +336 | New |
| AdvisorNet Financial, Inc | 340 | $30.4K | 0.00% | +66+24.1% | Added |
| Bray Capital Advisors | 350 | $31.3K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 350 | $31.3K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 350 | $31.3K | 0.00% | +42+13.6% | Added |
| Gradient Investments LLC | 363 | $32.5K | 0.00% | 00.0% | Unchanged |
| Motco | 366 | $32.7K | 0.00% | −36−9.0% | Reduced |
| NBC Securities, Inc. | 378 | $33.0K | 0.00% | −37−8.9% | Reduced |
| JJJ Advisors Inc. | 370 | $33.1K | 0.01% | −11−2.9% | Reduced |
| Duncker Streett & Co Inc | 370 | $33.1K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 375 | $33.6K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 376 | $34.0K | 0.00% | −2−0.5% | Reduced |
| Prestige Wealth Management Group LLC | 386 | $34.5K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 389 | $34.8K | 0.01% | +389 | New |
| Harvest Fund Management Co., Ltd | 393 | $35.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 400 | $35.0K | 0.00% | +400 | New |
| CarsonAllaria Wealth Management, Ltd. | 394 | $35.3K | 0.03% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 397 | $35.5K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 397 | $35.5K | 0.01% | −9−2.2% | Reduced |
| Community Bank, N.A. | 400 | $35.8K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 400 | $35.8K | 0.03% | +400 | New |
| CKW Financial Group | 402 | $36.0K | 0.00% | +1+0.2% | Added |
| Paladin Advisory Group, LLC | 407 | $36.4K | 0.03% | −862−67.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 409 | $36.6K | 0.01% | −158−27.9% | Reduced |
| Oakworth Capital, Inc. | 416 | $37.2K | 0.00% | −43−9.4% | Reduced |
| SRS Capital Advisors, Inc. | 419 | $37.5K | 0.00% | +1+0.2% | Added |
| CNB Bank | 429 | $38.4K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 436 | $39.0K | 0.02% | +25+6.1% | Added |
| Indiana Trust & Investment Management CO | 440 | $39.4K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 445 | $40.0K | 0.01% | −15−3.3% | Reduced |
| First Command Advisory Services, Inc. | 448 | $40.1K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 452 | $40.4K | 0.04% | +452 | New |
| Cornerstone Planning Group LLC | 483 | $43.2K | 0.01% | 00.0% | Unchanged |