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 |
|---|---|---|---|---|---|
| Graypoint LLC | 4,010 | $358.8K | 0.03% | +261+7.0% | Added |
| Archer Investment Corp | 4,263 | $360.1K | 0.12% | +4,000+1,520.9% | Added |
| Atwood & Palmer Inc | 4,025 | $360.1K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 4,033 | $360.8K | 0.06% | −280−6.5% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 4,045 | $362.1K | 0.01% | +3,245+405.6% | Added |
| IHT Wealth Management, LLC | 4,062 | $363.4K | 0.02% | −257−6.0% | Reduced |
| Invesco, LLC | 4,069 | $364.1K | 0.17% | −65−1.6% | Reduced |
| First City Capital Management, Inc. | 4,075 | $364.6K | 0.21% | −338−7.7% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $365.6K | 0.09% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 4,142 | $370.6K | 0.01% | +4,142 | New |
| Shakespeare Wealth Management, Inc. | 4,142 | $370.6K | 0.11% | −9−0.2% | Reduced |
| Schnieders Capital Management LLC | 4,144 | $370.8K | 0.08% | −1,378−25.0% | Reduced |
| Ballentine Partners, LLC | 4,147 | $371.0K | 0.01% | −1,530−27.0% | Reduced |
| Tucker Asset Management LLC | 4,180 | $374.0K | 0.09% | −10−0.2% | Reduced |
| Boston Trust Walden Corp | 4,198 | $375.6K | 0.00% | −50−1.2% | Reduced |
| Everett Harris & Co | 4,219 | $377.5K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,220 | $377.6K | 0.02% | +352+9.1% | Added |
| Kraematon Investment Advisors, Inc | 4,243 | $379.6K | 0.42% | −293−6.5% | Reduced |
| TownSquare Capital, LLC | 4,282 | $383.1K | 0.01% | +4,282 | New |
| Drexel Morgan & Co. | 4,288 | $383.6K | 0.09% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,286 | $384.0K | 0.08% | −133−3.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $384.7K | 0.13% | 00.0% | Unchanged |
| Empowered Funds, LLC | 4,321 | $386.6K | 0.01% | +802+22.8% | Added |
| LGT Group Foundation | 4,316 | $387.0K | 0.01% | +4,316 | New |
| Pointe Capital Management LLC | 4,326 | $387.0K | 0.27% | −250−5.5% | Reduced |
| Westpac Banking Corp | 4,363 | $390.4K | 0.03% | −6,818−61.0% | Reduced |
| SeaCrest Wealth Management, LLC | 4,473 | $391.5K | 0.05% | −317−6.6% | Reduced |
| Wealthspire Advisors, LLC | 4,402 | $393.8K | 0.01% | −177−3.9% | Reduced |
| Geller Advisors LLC | 4,405 | $394.1K | 0.04% | −261−5.6% | Reduced |
| Bokf, NA | 4,421 | $395.5K | 0.01% | −2,858−39.3% | Reduced |
| EP Wealth Advisors, LLC | 4,427 | $396.1K | 0.01% | +208+4.9% | Added |
| Exencial Wealth Advisors, LLC | 4,463 | $399.3K | 0.02% | +156+3.6% | Added |
| Balyasny Asset Management LLC | 4,514 | $403.9K | 0.00% | −1,680−27.1% | Reduced |
| Clearstead Advisors, LLC | 4,518 | $404.2K | 0.02% | −349−7.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,521 | $404.5K | 0.01% | +4,521 | New |
| 1st Source Bank | 4,530 | $405.3K | 0.02% | −77−1.7% | Reduced |
| Beck Mack & Oliver LLC | 4,547 | $406.8K | 0.01% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 4,557 | $407.7K | 0.00% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 4,570 | $408.9K | 0.34% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,566 | $409.0K | 0.02% | +77+1.7% | Added |
| Siemens Fonds Invest GmbH | 4,573 | $409.1K | 0.03% | +1,060+30.2% | Added |
| Shayne & Co., LLC | 4,601 | $411.7K | 0.13% | −487−9.6% | Reduced |
| Ameritas Investment Partners, Inc. | 4,648 | $415.9K | 0.02% | −929−16.7% | Reduced |
| Sovereign Financial Group, Inc. | 4,663 | $417.2K | 0.13% | −59−1.2% | Reduced |
| CAPROCK Group, Inc. | 4,687 | $419.3K | 0.03% | −599−11.3% | Reduced |
| Signaturefd, LLC | 4,718 | $422.1K | 0.01% | +15+0.3% | Added |
| Moody National Bank Trust Division | 4,731 | $423.3K | 0.03% | −4,719−49.9% | Reduced |
| Excalibur Management Corp | 4,732 | $423.3K | 0.20% | −91−1.9% | Reduced |
| Boston Private Wealth LLC | 4,739 | $424.0K | 0.01% | +11+0.2% | Added |
| TD Waterhouse Canada Inc. | 4,807 | $427.6K | 0.00% | −780−14.0% | Reduced |
| Checchi Capital Advisers, LLC | 4,799 | $429.4K | 0.03% | +11+0.2% | Added |
| Apollon Wealth Management, LLC | 4,843 | $433.3K | 0.01% | +475+10.9% | Added |
| Busey Wealth Management | 4,862 | $435.0K | 0.02% | −157−3.1% | Reduced |
| Valeo Financial Advisors, LLC | 4,880 | $436.6K | 0.02% | +496+11.3% | Added |
| Caldwell Trust Co | 4,880 | $436.6K | 0.06% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 4,895 | $438.0K | 0.04% | −16,718−77.4% | Reduced |
| Old National Bancorp | 4,913 | $439.6K | 0.01% | −803−14.0% | Reduced |
| Dark Forest Capital Management LP | 4,914 | $439.7K | 0.07% | −3,789−43.5% | Reduced |
| Verdence Capital Advisors LLC | 4,919 | $440.1K | 0.04% | −105−2.1% | Reduced |
| Aull & Monroe Investment Management Corp | 4,933 | $441.4K | 0.22% | −175−3.4% | Reduced |
| Monterey Private Wealth, Inc. | 4,935 | $441.5K | 0.20% | −41−0.8% | Reduced |
| Tower Bridge Advisors | 4,958 | $443.6K | 0.04% | 00.0% | Unchanged |
| Pitcairn Co | 4,971 | $444.8K | 0.03% | −23−0.5% | Reduced |
| Trust Co of Virginia | 4,986 | $446.1K | 0.04% | −55−1.1% | Reduced |
| Charter Trust Co | 4,986 | $446.1K | 0.03% | +200+4.2% | Added |
| Diversified Trust Co | 4,996 | $447.0K | 0.02% | −50,559−91.0% | Reduced |
| Gifford Fong Associates | 5,000 | $447.0K | 0.10% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 5,014 | $448.6K | 0.06% | −148−2.9% | Reduced |
| Meeder Advisory Services, Inc. | 5,041 | $451.1K | 0.05% | +494+10.9% | Added |
| J.W. Cole Advisors, Inc. | 5,047 | $451.5K | 0.03% | +546+12.1% | Added |
| Simplex Trading, LLC | 5,059 | $452.0K | 0.01% | +1,709+51.0% | Added |
| Optas, LLC | 5,068 | $453.4K | 0.14% | −2,414−32.3% | Reduced |
| Trust Point Inc. | 5,125 | $458.5K | 0.04% | +5,125 | New |
| Umb Bank N A | 5,136 | $459.5K | 0.01% | −245−4.6% | Reduced |
| Grimes & Company, Inc. | 5,142 | $460.1K | 0.02% | −107−2.0% | Reduced |
| Bull Street Advisors, LLC | 5,180 | $463.0K | 0.23% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 5,175 | $463.0K | 0.05% | +332+6.9% | Added |
| Lincoln National Corp | 5,253 | $470.0K | 0.01% | +1,347+34.5% | Added |
| Valley Brook Capital Group | 5,315 | $475.5K | 0.41% | −412−7.2% | Reduced |
| Freestone Capital Holdings, LLC | 5,319 | $475.9K | 0.02% | −5−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,323 | $476.2K | 0.02% | −65−1.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,366 | $480.1K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,373 | $480.8K | 0.02% | +58+1.1% | Added |
| Cambridge Trust Co | 5,387 | $482.0K | 0.02% | +396+7.9% | Added |
| Mesirow Financial Investment Management, Inc. | 5,410 | $484.0K | 0.02% | +5,410 | New |
| Venture Visionary Partners LLC | 5,421 | $485.0K | 0.03% | +13+0.2% | Added |
| Sherbrooke Park Advisers LLC | 5,446 | $487.3K | 0.23% | −21,812−80.0% | Reduced |
| Global Endowment Management, LP | 5,470 | $489.4K | 0.05% | +5,470 | New |
| Headinvest, LLC | 5,496 | $491.7K | 0.10% | −224−3.9% | Reduced |
| Profund Advisors LLC | 5,522 | $494.1K | 0.02% | +814+17.3% | Added |
| Compagnie Lombard Odier SCmA | 5,529 | $494.7K | 0.01% | +4,129+294.9% | Added |
| Forte Capital LLC | 5,530 | $494.8K | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 5,598 | $500.9K | 0.01% | −300−5.1% | Reduced |
| NorthRock Partners, LLC | 5,629 | $503.7K | 0.02% | +5,629 | New |
| Ingalls & Snyder LLC | 5,633 | $504.0K | 0.02% | −23,207−80.5% | Reduced |
| Kingsview Wealth Management, LLC | 5,644 | $504.9K | 0.02% | +99+1.8% | Added |
| Investment Advisory Services Inc | 5,674 | $507.6K | 0.20% | −49−0.9% | Reduced |
| Choate Investment Advisors | 5,683 | $508.5K | 0.02% | +454+8.7% | Added |
| Moors & Cabot, Inc. | 5,685 | $508.7K | 0.03% | −468−7.6% | Reduced |
| Montag A & Associates Inc | 5,717 | $511.5K | 0.03% | 00.0% | Unchanged |