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 |
|---|---|---|---|---|---|
| Fort, L.P. | 2,920 | $261.3K | 0.65% | −220−7.0% | Reduced |
| New England Capital Financial Advisors LLC | 2,930 | $262.2K | 0.16% | +8+0.3% | Added |
| Sky Investment Group LLC | 2,940 | $263.0K | 0.06% | −125−4.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,950 | $263.9K | 0.01% | −1,367−31.7% | Reduced |
| LCM Capital Management Inc | 2,952 | $264.1K | 0.19% | −14−0.5% | Reduced |
| Evoke Wealth, LLC | 2,958 | $264.7K | 0.53% | −77,312−96.3% | Reduced |
| Fielder Capital Group LLC | 2,958 | $264.7K | 0.16% | +2,958 | New |
| General Partner, Inc. | 3,000 | $265.3K | 0.22% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 2,978 | $266.4K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,989 | $267.4K | 0.18% | −12−0.4% | Reduced |
| Essex Savings Bank | 2,997 | $268.1K | 0.08% | 00.0% | Unchanged |
| Systematic Financial Management LP | 3,000 | $268.4K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $268.4K | 0.06% | 00.0% | Unchanged |
| LMCG Investments, LLC | 3,002 | $268.6K | 0.02% | −2−0.1% | Reduced |
| Spinnaker Trust | 3,010 | $269.3K | 0.02% | −365−10.8% | Reduced |
| Forum Financial Management, LP | 3,023 | $270.5K | 0.01% | −453−13.0% | Reduced |
| Advisory Services Network, LLC | 3,023 | $270.5K | 0.01% | −513−14.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,027 | $270.8K | 0.01% | −59−1.9% | Reduced |
| Riverwater Partners LLC | 3,029 | $271.0K | 0.21% | −238−7.3% | Reduced |
| Stock Yards Bank & Trust Co | 3,048 | $272.7K | 0.01% | −733−19.4% | Reduced |
| St Germain D J Co Inc | 3,051 | $273.0K | 0.01% | −30−1.0% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,059 | $273.7K | 0.03% | −65−2.1% | Reduced |
| Sigma Planning Corp | 3,062 | $273.9K | 0.02% | −1,127−26.9% | Reduced |
| Fulton Bank, N.A. | 3,062 | $274.0K | 0.01% | −479−13.5% | Reduced |
| Webster Bank, N. A. | 3,095 | $276.9K | 0.03% | −8−0.3% | Reduced |
| Tiemann Investment Advisors, LLC | 3,099 | $277.3K | 0.13% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,119 | $279.1K | 0.02% | −318−9.3% | Reduced |
| Ramirez Asset Management, Inc. | 3,121 | $279.2K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,146 | $281.4K | 0.02% | +7+0.2% | Added |
| Institutional & Family Asset Management, LLC | 3,160 | $282.7K | 0.05% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,161 | $282.8K | 0.02% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,185 | $285.0K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,187 | $285.1K | 0.01% | +224+7.6% | Added |
| First Horizon Advisors, Inc. | 3,191 | $285.5K | 0.01% | +351+12.4% | Added |
| Fukoku Mutual Life Insurance Co | 3,191 | $285.5K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,213 | $287.5K | 0.03% | +7+0.2% | Added |
| Scissortail Wealth Management, LLC | 3,229 | $288.4K | 0.09% | +3,229 | New |
| Security National Bank | 3,226 | $288.6K | 0.07% | 00.0% | Unchanged |
| South State Corp. | 3,243 | $290.2K | 0.02% | −179−5.2% | Reduced |
| GSB Wealth Management, LLC | 3,251 | $290.9K | 0.09% | +3+0.1% | Added |
| Boyd Watterson Asset Management LLC | 3,255 | $291.2K | 0.12% | −10−0.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,264 | $292.1K | 0.00% | +583+21.7% | Added |
| St. Louis Trust Co | 3,277 | $293.2K | 0.05% | +277+9.2% | Added |
| KCM Investment Advisors LLC | 3,291 | $294.4K | 0.01% | −81−2.4% | Reduced |
| Donaldson Capital Management, LLC | 3,299 | $295.2K | 0.01% | −346−9.5% | Reduced |
| Defined Wealth Management, LLC | 3,337 | $298.6K | 0.23% | +22+0.7% | Added |
| Fidelis Capital Partners, LLC | 3,343 | $299.1K | 0.07% | +321+10.6% | Added |
| Centaurus Financial, Inc. | 3,351 | $300.0K | 0.02% | +297+9.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,375 | $302.0K | 0.04% | −163−4.6% | Reduced |
| NTV Asset Management LLC | 3,386 | $302.9K | 0.05% | −179−5.0% | Reduced |
| Farmers National Bank | 3,395 | $303.8K | 0.10% | −6−0.2% | Reduced |
| Bard Financial Services, Inc. | 3,420 | $306.0K | 0.03% | 00.0% | Unchanged |
| Papp L Roy & Associates | 3,431 | $307.0K | 0.04% | −99−2.8% | Reduced |
| MEMBERS Trust Co | 3,433 | $307.8K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,448 | $308.5K | 0.19% | −3−0.1% | Reduced |
| Flagship Harbor Advisors, LLC | 3,454 | $309.0K | 0.02% | −14−0.4% | Reduced |
| McDonald Partners LLC | 3,463 | $309.8K | 0.09% | −193−5.3% | Reduced |
| Addison Advisors LLC | 3,474 | $310.8K | 0.12% | +641+22.6% | Added |
| Americana Partners, LLC | 3,477 | $311.1K | 0.03% | 00.0% | Unchanged |
| Focus Financial Network Inc | 3,483 | $311.6K | 0.01% | +3,483 | New |
| First Foundation Advisors | 3,495 | $312.7K | 0.01% | −592−14.5% | Reduced |
| TCTC Holdings, LLC | 3,503 | $313.4K | 0.01% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 3,508 | $313.9K | 0.22% | −602−14.6% | Reduced |
| Symmetry Partners, LLC | 3,524 | $316.0K | 0.02% | −1,368−28.0% | Reduced |
| Fruth Investment Management | 3,553 | $317.0K | 0.09% | −25−0.7% | Reduced |
| Bell Investment Advisors, Inc | 3,547 | $317.4K | 0.07% | +5+0.1% | Added |
| Dynamic Advisor Solutions LLC | 3,654 | $319.8K | 0.01% | +254+7.5% | Added |
| Northwest Bancshares, Inc. | 3,581 | $320.4K | 0.06% | −32−0.9% | Reduced |
| Washington Trust Co | 3,596 | $321.7K | 0.01% | −50−1.4% | Reduced |
| Schechter Investment Advisors, LLC | 3,607 | $322.7K | 0.03% | −992−21.6% | Reduced |
| Kinneret Advisory, LLC | 3,645 | $326.1K | 0.04% | +3,645 | New |
| Country Club Bank | 3,670 | $329.1K | 0.02% | −35−0.9% | Reduced |
| Bragg Financial Advisors, Inc | 3,683 | $329.5K | 0.02% | +87+2.4% | Added |
| First Affirmative Financial Network | 3,698 | $330.8K | 0.26% | +843+29.5% | Added |
| Penserra Capital Management LLC | 3,723 | $331.0K | 0.01% | −750−16.8% | Reduced |
| Quadrant Capital Group LLC | 3,709 | $331.8K | 0.03% | +476+14.7% | Added |
| Financial Advisory Group | 3,711 | $332.0K | 0.06% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 3,737 | $334.3K | 0.04% | −831−18.2% | Reduced |
| Courier Capital LLC | 3,739 | $334.5K | 0.03% | −25−0.7% | Reduced |
| Intrua Financial, LLC | 3,741 | $334.7K | 0.05% | −546−12.7% | Reduced |
| HBK Sorce Advisory LLC | 3,756 | $336.0K | 0.01% | −297−7.3% | Reduced |
| UniSuper Management Pty Ltd | 3,759 | $336.3K | 0.00% | +759+25.3% | Added |
| Foster & Motley Inc | 3,770 | $337.0K | 0.03% | +65+1.8% | Added |
| Azimuth Capital Investment Management LLC | 3,767 | $337.0K | 0.02% | +26+0.7% | Added |
| CX Institutional | 3,767 | $337.1K | 0.02% | −139−3.6% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,776 | $337.8K | 0.33% | +3,776 | New |
| Chemung Canal Trust Co | 3,782 | $338.4K | 0.07% | −64−1.7% | Reduced |
| NewEdge Wealth, LLC | 3,802 | $340.2K | 0.01% | −57−1.5% | Reduced |
| GYL Financial Synergies, LLC | 3,825 | $342.3K | 0.03% | −114−2.9% | Reduced |
| GHP Investment Advisors, Inc. | 3,840 | $343.6K | 0.02% | −312−7.5% | Reduced |
| Patten & Patten Inc | 3,843 | $343.8K | 0.03% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 3,846 | $344.1K | 0.00% | −1,500−28.1% | Reduced |
| Rothschild Investment LLC | 3,870 | $346.2K | 0.03% | +3,870 | New |
| Dover Advisors, LLC | 3,911 | $349.9K | 0.46% | −690−15.0% | Reduced |
| First Western Trust Bank | 3,937 | $352.2K | 0.02% | −150−3.7% | Reduced |
| Flputnam Investment Management Co | 3,947 | $353.2K | 0.01% | −118−2.9% | Reduced |
| Fiduciary Group LLC | 3,961 | $354.4K | 0.04% | −137−3.3% | Reduced |
| Aberdeen Wealth Management LLC | 3,974 | $355.6K | 0.26% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,991 | $357.1K | 0.04% | +63+1.6% | Added |
| Allworth Financial LP | 4,006 | $358.5K | 0.00% | −106−2.6% | Reduced |