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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 487 | $43.6K | 0.00% | +6+1.2% | Added |
| Beacon Capital Management, LLC | 558 | $44.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 515 | $46.1K | 0.02% | −57−10.0% | Reduced |
| Capital Advisors, Ltd. LLC | 520 | $47.0K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 550 | $49.2K | 0.04% | +550 | New |
| JNBA Financial Advisors | 553 | $49.5K | 0.01% | −8−1.4% | Reduced |
| Wellington Shields Capital Management, LLC | 566 | $50.6K | 0.01% | +566 | New |
| Gables Capital Management Inc. | 575 | $51.4K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 585 | $52.3K | 0.01% | −17−2.8% | Reduced |
| Coppell Advisory Solutions LLC | 592 | $53.0K | 0.01% | +577+3,846.7% | Added |
| Monetary Management Group Inc | 596 | $53.3K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 600 | $53.7K | 0.06% | −705−54.0% | Reduced |
| Mascoma Wealth Management LLC | 600 | $53.7K | 0.02% | −25−4.0% | Reduced |
| Vima LLC | 605 | $54.1K | 0.12% | +605 | New |
| Jackson, Grant Investment Advisers, Inc. | 607 | $54.3K | 0.02% | +2+0.3% | Added |
| Legacy Bridge, LLC | 625 | $55.9K | 0.04% | −1,971−75.9% | Reduced |
| CoreFirst Bank & Trust | 633 | $56.6K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 636 | $56.9K | 0.03% | +108+20.5% | Added |
| Acima Private Wealth, LLC | 650 | $58.2K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 663 | $59.3K | 0.03% | −815−55.1% | Reduced |
| First Community Trust NA | 675 | $60.4K | 0.07% | −7−1.0% | Reduced |
| Hoertkorn Richard Charles | 682 | $61.0K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 700 | $62.6K | 0.02% | 00.0% | Unchanged |
| Oakmont Corp | 705 | $63.1K | 0.02% | −17−2.4% | Reduced |
| Pacifica Partners Inc. | 741 | $63.6K | 0.03% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 712 | $63.7K | 0.06% | +712 | New |
| Bellevue Asset Management, LLC | 716 | $64.1K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 730 | $65.0K | 0.00% | +2+0.3% | Added |
| Carolinas Wealth Consulting LLC | 3,970 | $65.2K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 732 | $65.5K | 0.03% | −150−17.0% | Reduced |
| Missouri Trust & Investment Co | 745 | $66.7K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 757 | $67.7K | 0.03% | +757 | New |
| Dividend Assets Capital, LLC | 775 | $69.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 773 | $69.2K | 0.02% | +64+9.0% | Added |
| RFP Financial Group LLC | 800 | $71.6K | 0.03% | −108−11.9% | Reduced |
| Glassman Wealth Services | 803 | $71.8K | 0.01% | −8−1.0% | Reduced |
| Center for Financial Planning, Inc. | 820 | $73.4K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 826 | $73.9K | 0.01% | +4+0.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 822 | $74.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 833 | $74.5K | 0.04% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 855 | $76.5K | 0.01% | +855 | New |
| Piscataqua Savings Bank | 857 | $76.7K | 0.07% | −350−29.0% | Reduced |
| JFS Wealth Advisors, LLC | 878 | $78.6K | 0.01% | +227+34.9% | Added |
| Atlantic Trust, LLC | 883 | $79.0K | 0.02% | +2+0.2% | Added |
| Leonteq Securities AG | 900 | $80.5K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 901 | $80.6K | 0.03% | +350+63.5% | Added |
| Spire Wealth Management | 932 | $81.8K | 0.00% | +149+19.0% | Added |
| CVA Family Office, LLC | 922 | $82.5K | 0.02% | +922 | New |
| Eagle Bay Advisors LLC | 936 | $83.7K | 0.05% | −148−13.7% | Reduced |
| Parkside Financial Bank & Trust | 943 | $84.4K | 0.02% | +151+19.1% | Added |
| Creative Capital Management Investments LLC | 947 | $84.7K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 947 | $85.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 964 | $86.3K | 0.01% | +138+16.7% | Added |
| Plato Investment Management Ltd | 973 | $87.1K | 0.11% | +973 | New |
| FinTrust Capital Advisors, LLC | 978 | $87.5K | 0.02% | −54−5.2% | Reduced |
| MV Capital Management, Inc. | 997 | $89.2K | 0.01% | +101+11.3% | Added |
| Baldwin Brothers Inc | 1,000 | $89.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,010 | $90.0K | 0.06% | +229+29.3% | Added |
| Cherry Tree Wealth Management, LLC | 1,029 | $92.1K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,071 | $96.0K | 0.10% | 00.0% | Unchanged |
| City State Bank | 1,082 | $97.0K | 0.05% | −35−3.1% | Reduced |
| Geneos Wealth Management Inc. | 1,108 | $99.1K | 0.00% | −104−8.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,134 | $101.0K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,200 | $104.0K | 0.00% | +26+2.2% | Added |
| Kessler Investment Group, LLC | 1,171 | $104.8K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,177 | $105.3K | 0.01% | +721+158.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,181 | $105.7K | 0.04% | +1,181 | New |
| Alta Advisers Ltd | 1,200 | $107.4K | 0.06% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,261 | $112.8K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,261 | $112.9K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,266 | $113.3K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,318 | $117.9K | 0.01% | +1,318 | New |
| Rakuten Investment Management, Inc. | 1,328 | $119.1K | 0.00% | +1,328 | New |
| AllSquare Wealth Management LLC | 1,350 | $120.8K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,364 | $122.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,366 | $122.2K | 0.06% | −4−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,521 | $123.0K | 0.00% | +668+78.3% | Added |
| Acropolis Investment Management, LLC | 1,465 | $131.1K | 0.01% | −23−1.5% | Reduced |
| Bangor Savings Bank | 1,499 | $134.1K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,534 | $137.2K | 0.05% | −512−25.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,538 | $138.0K | 0.07% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,565 | $140.0K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,589 | $142.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,607 | $143.8K | 0.01% | +44+2.8% | Added |
| Acadian Asset Management LLC | 1,611 | $144.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,625 | $145.4K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,643 | $147.0K | 0.01% | −352−17.6% | Reduced |
| Deseret Mutual Benefit Administrators | 1,644 | $147.1K | 0.08% | −557−25.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,735 | $155.2K | 0.02% | +82+5.0% | Added |
| Massmutual Trust Co FSB | 1,743 | $155.9K | 0.01% | +320+22.5% | Added |
| Larson Financial Group LLC | 1,753 | $156.9K | 0.01% | +823+88.5% | Added |
| Proequities, Inc. | 1,781 | $159.3K | 0.01% | +7+0.4% | Added |
| Smithfield Trust Co | 1,811 | $161.0K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,804 | $161.4K | 0.07% | +1,804 | New |
| Broadwater Capital Management LLC | 1,822 | $163.0K | 0.13% | +1,822 | New |
| Grove Bank & Trust | 1,843 | $164.9K | 0.03% | −230−11.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,857 | $166.1K | 0.07% | −74−3.8% | Reduced |
| SYSTM Wealth Solutions LLC | 1,898 | $169.8K | 0.02% | −632−25.0% | Reduced |
| First Financial Corp | 1,914 | $171.2K | 0.09% | −50−2.5% | Reduced |
| Wellington Shields & Co., LLC | 1,914 | $171.2K | 0.06% | +1,914 | New |