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 |
|---|---|---|---|---|---|
| Paloma Partners Management Co | 5,798 | $518.7K | 0.09% | +5,798 | New |
| Ci Investments Inc. | 5,816 | $520.0K | 0.00% | +4,571+367.1% | Added |
| Lindbrook Capital, LLC | 5,892 | $527.2K | 0.05% | +710+13.7% | Added |
| Garrison Point Advisors, LLC | 5,904 | $528.2K | 0.37% | −27−0.5% | Reduced |
| Soltis Investment Advisors LLC | 5,915 | $529.2K | 0.06% | +54+0.9% | Added |
| Ahl Investment Management, Inc. | 5,952 | $532.5K | 0.44% | 00.0% | Unchanged |
| Wendell David Associates Inc | 5,959 | $533.0K | 0.06% | +107+1.8% | Added |
| Prelude Capital Management, LLC | 5,986 | $535.6K | 0.05% | −337−5.3% | Reduced |
| Keebeck Alpha, LP | 5,986 | $535.6K | 0.42% | −337−5.3% | Reduced |
| Gabelli Funds LLC | 6,000 | $536.8K | 0.00% | −3,200−34.8% | Reduced |
| Allred Capital Management, LLC | 6,034 | $539.9K | 0.23% | −67−1.1% | Reduced |
| Holderness Investments Co | 6,098 | $545.6K | 0.15% | +37+0.6% | Added |
| Advisors Asset Management, Inc. | 6,114 | $547.0K | 0.01% | +225+3.8% | Added |
| RSM US Wealth Management LLC | 6,118 | $547.3K | 0.01% | +286+4.9% | Added |
| Boothbay Fund Management, LLC | 6,119 | $547.5K | 0.02% | −408−6.3% | Reduced |
| ICW Investment Advisors LLC | 6,129 | $548.3K | 0.27% | +144+2.4% | Added |
| Means Investment Co., Inc. | 6,188 | $553.6K | 0.08% | +10.0% | Added |
| Wedmont Private Capital | 6,328 | $554.1K | 0.05% | +262+4.3% | Added |
| Wetherby Asset Management Inc | 6,202 | $554.9K | 0.03% | +94+1.5% | Added |
| Meridian Management Co | 6,114 | $556.9K | 0.16% | −13−0.2% | Reduced |
| Auto-Owners Insurance Co | 6,393 | $572.0K | 0.02% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,539 | $585.0K | 0.06% | −450−6.4% | Reduced |
| GWM Advisors LLC | 6,632 | $587.9K | 0.01% | +859+14.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,582 | $588.9K | 0.03% | −190−2.8% | Reduced |
| Westhampton Capital, LLC | 6,587 | $589.3K | 0.35% | −375−5.4% | Reduced |
| Waterford Advisors, LLC | 6,690 | $598.6K | 0.28% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,699 | $599.3K | 0.03% | +1,777+36.1% | Added |
| Bank Pictet & Cie (Asia) Ltd | 6,713 | $600.6K | 0.15% | −5,220−43.7% | Reduced |
| Lido Advisors, LLC | 6,726 | $601.8K | 0.01% | −295−4.2% | Reduced |
| Stratos Wealth Partners, LTD. | 6,735 | $602.6K | 0.01% | −24−0.4% | Reduced |
| Amussen Hunsaker Associates LLC | 6,873 | $614.9K | 0.12% | +9+0.1% | Added |
| Ostrum Asset Management | 6,898 | $617.2K | 0.05% | −8,128−54.1% | Reduced |
| Simmons Bank | 6,914 | $618.6K | 0.05% | −206−2.9% | Reduced |
| NEOS Investment Management LLC | 6,929 | $619.9K | 0.06% | +1,779+34.5% | Added |
| ELCO Management Co., LLC | 6,937 | $620.7K | 0.41% | +14+0.2% | Added |
| Curbstone Financial Management Corp | 6,968 | $623.4K | 0.14% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,977 | $624.2K | 0.02% | −1,068−13.3% | Reduced |
| Chicago Capital, LLC | 7,085 | $633.9K | 0.02% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 7,155 | $641.2K | 0.49% | −192−2.6% | Reduced |
| Ar Asset Management Inc | 7,200 | $644.0K | 0.17% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,316 | $654.6K | 0.02% | +1,272+21.0% | Added |
| First Eagle Investment Management, LLC | 7,326 | $655.5K | 0.00% | +7,287+18,684.6% | Added |
| Sentry Investment Management LLC | 7,365 | $659.0K | 0.28% | +4,976+208.3% | Added |
| Romano Brothers and Company | 7,406 | $662.6K | 0.10% | −457−5.8% | Reduced |
| Curated Wealth Partners LLC | 7,493 | $670.4K | 0.11% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,505 | $671.4K | 0.01% | +2,042+37.4% | Added |
| Philadelphia Trust Co | 7,529 | $674.0K | 0.06% | 00.0% | Unchanged |
| AE Wealth Management LLC | 7,607 | $674.2K | 0.00% | −3,471−31.3% | Reduced |
| Stevens Capital Management LP | 7,555 | $676.0K | 0.17% | +4,435+142.1% | Added |
| Pring Turner Capital Group Inc | 7,575 | $677.7K | 0.52% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,602 | $680.2K | 0.01% | −704−8.5% | Reduced |
| Centiva Capital, LP | 7,655 | $684.9K | 0.04% | +7,655 | New |
| Quotient Wealth Partners, LLC | 7,699 | $688.9K | 0.03% | +7,699 | New |
| Baldwin Investment Management, LLC | 7,733 | $691.9K | 0.11% | 00.0% | Unchanged |
| First Hawaiian Bank | 7,748 | $693.2K | 0.02% | −2,385−23.5% | Reduced |
| Central Trust Co | 7,813 | $699.0K | 0.02% | −231−2.9% | Reduced |
| Natixis Investment Managers International | 7,865 | $703.7K | 0.05% | −55−0.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 7,872 | $704.0K | 0.22% | −226−2.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,991 | $715.0K | 0.04% | +519+6.9% | Added |
| Cooper Financial Group | 8,199 | $733.6K | 0.13% | +337+4.3% | Added |
| Integrated Wealth Concepts LLC | 8,217 | $735.2K | 0.01% | −1,060−11.4% | Reduced |
| Snowden Capital Advisors LLC | 8,219 | $735.4K | 0.03% | +278+3.5% | Added |
| Alberta Investment Management Corp | 8,300 | $742.6K | 0.01% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 8,314 | $743.9K | 0.09% | +100+1.2% | Added |
| Daymark Wealth Partners, LLC | 8,407 | $752.2K | 0.05% | +72+0.9% | Added |
| Sit Investment Associates Inc | 8,415 | $753.0K | 0.02% | −90−1.1% | Reduced |
| Lee Danner & Bass Inc | 8,444 | $755.0K | 0.06% | −3,801−31.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 8,538 | $763.9K | 0.00% | −65,720−88.5% | Reduced |
| Lafayette Investments, Inc. | 8,685 | $777.0K | 0.19% | +517+6.3% | Added |
| Glenview Trust Co | 8,694 | $777.9K | 0.02% | −955−9.9% | Reduced |
| Nebula Research & Development LLC | 8,697 | $778.1K | 0.23% | +8,697 | New |
| DFPG Investments, LLC | 8,954 | $784.9K | 0.06% | +213+2.4% | Added |
| Home Federal Bank of Tennessee | 8,821 | $789.2K | 0.26% | 00.0% | Unchanged |
| Vestcor Inc | 8,851 | $792.0K | 0.03% | −115−1.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 8,942 | $800.0K | 0.02% | −3,281−26.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,983 | $803.7K | 0.01% | +450+5.3% | Added |
| Parallel Advisors, LLC | 8,988 | $804.2K | 0.02% | −136−1.5% | Reduced |
| Holowesko Partners Ltd. | 9,000 | $805.2K | 0.29% | 00.0% | Unchanged |
| GTS Securities LLC | 9,052 | $809.9K | 0.02% | +4,985+122.6% | Added |
| Resources Investment Advisors, LLC. | 9,068 | $811.3K | 0.01% | −1,798−16.5% | Reduced |
| TD Private Client Wealth LLC | 9,077 | $812.1K | 0.03% | +1,745+23.8% | Added |
| Veriti Management LLC | 9,108 | $814.9K | 0.07% | +2,771+43.7% | Added |
| Bridges Investment Management Inc | 9,140 | $817.8K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 9,241 | $826.8K | 0.02% | +1,949+26.7% | Added |
| BKD Wealth Advisors, LLC | 9,247 | $827.3K | 0.02% | −295−3.1% | Reduced |
| FineMark National Bank & Trust | 9,261 | $828.6K | 0.03% | −23−0.2% | Reduced |
| Johnson Investment Counsel Inc | 9,329 | $834.7K | 0.01% | +175+1.9% | Added |
| Modera Wealth Management, LLC | 9,350 | $836.5K | 0.01% | +18+0.2% | Added |
| Fractal Investments LLC | 9,400 | $841.0K | 0.17% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 9,412 | $842.1K | 0.01% | −34,693−78.7% | Reduced |
| Greenleaf Trust | 9,465 | $846.8K | 0.01% | +433+4.8% | Added |
| Guinness Atkinson Asset Management Inc | 9,552 | $854.6K | 0.44% | −280−2.8% | Reduced |
| Investment Management Corp of Ontario | 9,608 | $859.6K | 0.02% | +9,608 | New |
| Sawtooth Solutions, LLC | 9,609 | $859.8K | 0.02% | −48−0.5% | Reduced |
| Bleakley Financial Group, LLC | 9,609 | $859.8K | 0.03% | −48−0.5% | Reduced |
| V-Square Quantitative Management LLC | 9,617 | $860.4K | 0.21% | +4,647+93.5% | Added |
| Salem Investment Counselors Inc | 9,623 | $861.0K | 0.03% | −360−3.6% | Reduced |
| Cypress Capital Group | 9,763 | $873.5K | 0.11% | −614−5.9% | Reduced |
| Birch Hill Investment Advisors LLC | 9,813 | $878.0K | 0.05% | −2,850−22.5% | Reduced |
| IMA Wealth, Inc. | 9,815 | $878.1K | 0.44% | −987−9.1% | Reduced |