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 |
|---|---|---|---|---|---|
| Field & Main Bank | 9,837 | $880.1K | 0.37% | −92−0.9% | Reduced |
| Zions Bancorporation, N.A. | 9,903 | $886.0K | 0.06% | +600+6.4% | Added |
| Canal Insurance CO | 10,000 | $895.0K | 0.25% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 10,014 | $896.0K | 0.15% | −325−3.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,090 | $902.8K | 0.12% | +10,090 | New |
| Argent Trust Co | 10,113 | $904.8K | 0.05% | −106−1.0% | Reduced |
| Oppenheimer & Co Inc | 10,183 | $911.1K | 0.02% | −75−0.7% | Reduced |
| Merit Financial Group, LLC | 10,187 | $911.4K | 0.03% | +378+3.9% | Added |
| Panagora Asset Management Inc | 10,205 | $913.0K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 10,264 | $918.0K | 0.02% | −4,752−31.6% | Reduced |
| Compass Wealth Management LLC | 10,383 | $929.0K | 0.26% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 10,463 | $936.1K | 0.28% | −485−4.4% | Reduced |
| Seven Eight Capital, LP | 10,530 | $942.1K | 0.11% | +10,530 | New |
| Principal Securities, Inc. | 10,559 | $944.7K | 0.04% | +10,559 | New |
| Dash Acquisitions Inc. | 10,907 | $948.9K | 0.34% | +74+0.7% | Added |
| HighPoint Advisor Group LLC | 9,661 | $957.0K | 0.07% | +9,661 | New |
| Abbrea Capital, LLC | 10,739 | $961.0K | 0.14% | 00.0% | Unchanged |
| FJ Investments, LLC | 10,746 | $961.4K | 0.05% | +10,746 | New |
| Burney Co | 10,889 | $974.3K | 0.04% | −291−2.6% | Reduced |
| Bartlett & Co. LLC | 11,100 | $995.0K | 0.02% | −531−4.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11,100 | $995.3K | 0.02% | −531−4.6% | Reduced |
| Bollard Group LLC | 11,164 | $999.0K | 0.03% | +24+0.2% | Added |
| Qtron Investments LLC | 11,200 | $1.00M | 0.16% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,236 | $1.00M | 0.08% | +11,236 | New |
| Hartford Funds Management Co LLC | 11,411 | $1.02M | 0.10% | +3,342+41.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 11,455 | $1.02M | 0.04% | +11,455 | New |
| Neville Rodie & Shaw Inc | 11,608 | $1.04M | 0.08% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 11,656 | $1.04M | 0.09% | −7−0.1% | Reduced |
| D.A. Davidson & Co. | 11,711 | $1.05M | 0.01% | +69+0.6% | Added |
| Groupama Asset Managment | 11,733 | $1.05M | 0.03% | +11,733 | New |
| Rossmore Private Capital | 11,883 | $1.06M | 0.15% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 11,895 | $1.06M | 0.17% | −19,774−62.4% | Reduced |
| Atria Investments LLC | 11,921 | $1.07M | 0.02% | +11,921 | New |
| La Banque Postale Asset Management SA | 11,933 | $1.07M | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 11,976 | $1.07M | 0.07% | +2,781+30.2% | Added |
| Raymond James Trust N.A. | 12,000 | $1.07M | 0.03% | +656+5.8% | Added |
| Ironwood Investment Management LLC | 12,158 | $1.09M | 0.57% | +282+2.4% | Added |
| Smith, Salley & Associates | 12,437 | $1.11M | 0.07% | +12,437 | New |
| Davenport & Co LLC | 12,523 | $1.12M | 0.01% | −211−1.7% | Reduced |
| Graham Capital Management, L.P. | 12,675 | $1.13M | 0.04% | −5,268−29.4% | Reduced |
| Quadrature Capital Ltd | 12,728 | $1.14M | 0.02% | +4,216+49.5% | Added |
| Trust Co of Vermont | 12,785 | $1.14M | 0.08% | −2,969−18.8% | Reduced |
| Vinva Investment Management Ltd | 12,772 | $1.15M | 0.08% | +309+2.5% | Added |
| Private Trust Co NA | 12,813 | $1.15M | 0.13% | −26−0.2% | Reduced |
| Cetera Investment Advisers | 12,914 | $1.16M | 0.01% | +3,423+36.1% | Added |
| Ieq Capital, LLC | 12,953 | $1.16M | 0.02% | +1,526+13.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,954 | $1.16M | 0.03% | −42−0.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.16M | 0.16% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,068 | $1.17M | 0.02% | +638+5.1% | Added |
| Woodstock Corp | 13,251 | $1.19M | 0.14% | −507−3.7% | Reduced |
| Metis Global Partners, LLC | 13,308 | $1.19M | 0.05% | −1,695−11.3% | Reduced |
| Hartford Financial Management Inc. | 13,338 | $1.19M | 0.27% | −749−5.3% | Reduced |
| Parsons Capital Management Inc | 13,415 | $1.20M | 0.09% | −128−0.9% | Reduced |
| Vontobel Holding Ltd. | 13,426 | $1.20M | 0.01% | −36,372−73.0% | Reduced |
| Van Hulzen Asset Management, LLC | 13,500 | $1.21M | 0.08% | +2,000+17.4% | Added |
| PEAK6 Investments LLC | 13,511 | $1.21M | 0.05% | +13,511 | New |
| Whittier Trust Co | 13,540 | $1.21M | 0.02% | −541−3.8% | Reduced |
| Goelzer Investment Management, Inc. | 13,638 | $1.22M | 0.08% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 13,776 | $1.23M | 0.80% | +13,776 | New |
| United Services Automobile Association | 13,851 | $1.24M | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,040 | $1.26M | 0.02% | +424+3.1% | Added |
| CWM, LLC | 14,152 | $1.27M | 0.01% | +652+4.8% | Added |
| ISAM Funds (UK) Ltd | 14,150 | $1.27M | 0.90% | +14,150 | New |
| Engineers Gate Manager LP | 14,230 | $1.27M | 0.04% | −61,715−81.3% | Reduced |
| Bessemer Group Inc | 14,333 | $1.28M | 0.00% | −416−2.8% | Reduced |
| Norinchukin Bank, The | 14,499 | $1.30M | 0.03% | −1,685−10.4% | Reduced |
| Empirical Finance, LLC | 14,534 | $1.30M | 0.09% | +106+0.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,580 | $1.30M | 0.09% | −778−5.1% | Reduced |
| Synovus Financial Corp | 14,578 | $1.30M | 0.02% | +76+0.5% | Added |
| Ferguson Wellman Capital Management, Inc | 14,788 | $1.32M | 0.03% | −441−2.9% | Reduced |
| Triangle Securities Wealth Management | 14,843 | $1.33M | 0.41% | −40−0.3% | Reduced |
| Pensionfund Sabic | 15,000 | $1.34M | 0.42% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.34M | 0.32% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 15,000 | $1.34M | 0.23% | +5,000+50.0% | Added |
| Colony Group, LLC | 15,128 | $1.35M | 0.02% | +15,128 | New |
| Blair William & Co | 15,149 | $1.36M | 0.00% | +654+4.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,219 | $1.36M | 0.05% | +1,866+14.0% | Added |
| Snider Financial Group | 15,557 | $1.39M | 0.64% | +1,223+8.5% | Added |
| E. Ohman J:or Asset Management AB | 15,600 | $1.40M | 0.05% | −2,400−13.3% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.43M | 1.39% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 16,402 | $1.47M | 0.05% | −64−0.4% | Reduced |
| Metropolitan Life Insurance Co | 16,657 | $1.49M | 0.07% | −378−2.2% | Reduced |
| Toroso Investments, LLC | 16,896 | $1.51M | 0.04% | −2,652−13.6% | Reduced |
| Beacon Pointe Advisors, LLC | 16,925 | $1.51M | 0.02% | −826−4.7% | Reduced |
| Prudential PLC | 17,079 | $1.53M | 0.02% | −89−0.5% | Reduced |
| Essex Financial Services, Inc. | 17,195 | $1.54M | 0.16% | −2,957−14.7% | Reduced |
| NBT Bank N A | 17,333 | $1.55M | 0.12% | +13+0.1% | Added |
| Shell Asset Management Co | 17,388 | $1.56M | 0.07% | −4,780−21.6% | Reduced |
| Dearborn Partners LLC | 17,692 | $1.58M | 0.06% | +31+0.2% | Added |
| Fifth Third Bancorp | 17,796 | $1.59M | 0.01% | −56−0.3% | Reduced |
| Selway Asset Management | 17,796 | $1.59M | 0.67% | +541+3.1% | Added |
| Savant Capital, LLC | 17,875 | $1.60M | 0.02% | −2,932−14.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 18,055 | $1.62M | 0.05% | −841−4.5% | Reduced |
| Teza Capital Management LLC | 18,279 | $1.64M | 0.27% | −2,028−10.0% | Reduced |
| ClearAlpha Technologies LP | 18,431 | $1.65M | 0.63% | +18,431 | New |
| Systematic Alpha Investments, LLC | 18,610 | $1.67M | 0.07% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 18,729 | $1.68M | 0.01% | +1,501+8.7% | Added |
| Oak Thistle LLC | 18,795 | $1.68M | 0.48% | +18,795 | New |
| Kestra Advisory Services, LLC | 18,827 | $1.68M | 0.01% | +1,845+10.9% | Added |
| American National Bank | 18,849 | $1.69M | 0.26% | +4,242+29.0% | Added |