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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 18,937 | $1.69M | 0.04% | +11,725+162.6% | Added |
| Tiaa Trust, National Association | 19,056 | $1.70M | 0.01% | −3,304−14.8% | Reduced |
| Alps Advisors Inc | 19,287 | $1.73M | 0.01% | +96+0.5% | Added |
| Huntington National Bank | 19,369 | $1.73M | 0.02% | −256−1.3% | Reduced |
| Tufton Capital Management | 19,419 | $1.74M | 0.36% | −1,852−8.7% | Reduced |
| Quest Partners LLC | 20,074 | $1.80M | 0.38% | +20,074 | New |
| Pinnacle Associates Ltd | 20,120 | $1.80M | 0.03% | +277+1.4% | Added |
| Moody Lynn & Lieberson, LLC | 20,399 | $1.83M | 0.14% | −728−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,426 | $1.83M | 0.02% | +23+0.1% | Added |
| Cetera Advisor Networks LLC | 20,704 | $1.85M | 0.01% | +187+0.9% | Added |
| Verition Fund Management LLC | 20,789 | $1.86M | 0.02% | −3,282−13.6% | Reduced |
| Desjardins Global Asset Management Inc. | 21,194 | $1.90M | 0.20% | +36+0.2% | Added |
| Boston Financial Mangement LLC | 21,222 | $1.90M | 0.06% | +314+1.5% | Added |
| Cubist Systematic Strategies, LLC | 21,301 | $1.91M | 0.02% | −10,045−32.0% | Reduced |
| Rockland Trust Co | 21,361 | $1.91M | 0.10% | −4,410−17.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 21,405 | $1.92M | 0.13% | +21,405 | New |
| New Mexico Educational Retirement Board | 21,508 | $1.92M | 0.07% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 21,604 | $1.93M | 0.38% | −465−2.1% | Reduced |
| YHB Investment Advisors, Inc. | 21,842 | $1.95M | 0.19% | +110+0.5% | Added |
| Ossiam | 21,877 | $1.96M | 0.03% | +5,095+30.4% | Added |
| Cresset Asset Management, LLC | 22,182 | $1.98M | 0.01% | +2,135+10.6% | Added |
| Adage Capital Partners GP, L.L.C. | 22,586 | $2.02M | 0.00% | −751,800−97.1% | Reduced |
| Avantax Advisory Services, Inc. | 23,019 | $2.06M | 0.02% | −1,203−5.0% | Reduced |
| Letson Investment Management, Inc. | 23,149 | $2.07M | 0.96% | +23,149 | New |
| Guggenheim Capital LLC | 23,716 | $2.12M | 0.02% | +1,918+8.8% | Added |
| Liberty Capital Management, Inc. | 24,369 | $2.18M | 0.57% | −387−1.6% | Reduced |
| Silvercrest Asset Management Group LLC | 24,539 | $2.20M | 0.02% | −1,607−6.1% | Reduced |
| Louisiana State Employees Retirement System | 24,700 | $2.21M | 0.05% | −800−3.1% | Reduced |
| Heritage Investors Management Corp | 24,987 | $2.24M | 0.08% | −110−0.4% | Reduced |
| CIBC World Markets Inc. | 25,294 | $2.26M | 0.01% | +4,397+21.0% | Added |
| Everence Capital Management Inc | 25,430 | $2.27M | 0.16% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,500 | $2.28M | 1.25% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 25,541 | $2.29M | 0.03% | +2,617+11.4% | Added |
| Quantinno Capital Management LP | 25,627 | $2.29M | 0.08% | +13,641+113.8% | Added |
| Qsemble Capital Management, LP | 25,707 | $2.30M | 0.58% | −1,793−6.5% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 26,331 | $2.30M | 0.03% | +26,331 | New |
| Cerity Partners LLC | 25,731 | $2.30M | 0.01% | +7,741+43.0% | Added |
| Liontrust Investment Partners LLP | 25,809 | $2.31M | 0.03% | +6,279+32.2% | Added |
| Securian Asset Management, Inc | 25,913 | $2.32M | 0.07% | −3,633−12.3% | Reduced |
| Sequoia Financial Advisors, LLC | 26,105 | $2.34M | 0.03% | +18,589+247.3% | Added |
| JustInvest LLC | 26,135 | $2.34M | 0.06% | −1,023−3.8% | Reduced |
| Goodman Advisory Group, LLC | 26,159 | $2.34M | 0.80% | +2,595+11.0% | Added |
| JB Capital LLC | 26,572 | $2.38M | 0.18% | +129+0.5% | Added |
| Atlantic Union Bankshares Corp | 26,926 | $2.41M | 0.22% | +2,224+9.0% | Added |
| FORA Capital, LLC | 27,296 | $2.44M | 0.21% | −7,741−22.1% | Reduced |
| Hartford Investment Management Co | 27,571 | $2.47M | 0.09% | −465−1.7% | Reduced |
| Brown Brothers Harriman & Co | 27,656 | $2.47M | 0.02% | −140−0.5% | Reduced |
| Private Advisor Group, LLC | 27,740 | $2.48M | 0.02% | −17−0.1% | Reduced |
| Canandaigua National Bank & Trust Co | 27,759 | $2.48M | 0.38% | −256−0.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,797 | $2.49M | 0.01% | −5,526−16.6% | Reduced |
| Evercore Wealth Management, LLC | 28,286 | $2.53M | 0.04% | −80−0.3% | Reduced |
| M Holdings Securities, Inc. | 28,548 | $2.55M | 0.29% | +28,548 | New |
| Dynamic Technology Lab Private Ltd | 28,801 | $2.58M | 0.27% | +28,801 | New |
| Walleye Trading LLC | 29,016 | $2.60M | 0.04% | +16,004+123.0% | Added |
| Close Asset Management Ltd | 29,135 | $2.61M | 0.11% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 29,307 | $2.62M | 0.11% | 00.0% | Unchanged |
| Sandy Spring Bank | 29,843 | $2.67M | 0.13% | −704−2.3% | Reduced |
| AMG National Trust Bank | 29,867 | $2.67M | 0.08% | −21−0.1% | Reduced |
| Louisbourg Investments Inc. | 35,588 | $2.69M | 0.81% | +35,588 | New |
| M. Kraus & Co | 30,174 | $2.70M | 0.88% | −485−1.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 30,370 | $2.72M | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30,938 | $2.77M | 0.01% | +91+0.3% | Added |
| Shelter Mutual Insurance Co | 31,200 | $2.79M | 0.77% | 00.0% | Unchanged |
| Seascape Capital Management | 31,604 | $2.83M | 1.19% | +471+1.5% | Added |
| Schonfeld Strategic Advisors LLC | 31,721 | $2.84M | 0.02% | +31,721 | New |
| Oregon Public Employees Retirement Fund | 31,913 | $2.86M | 0.05% | −31,335−49.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 31,918 | $2.86M | 0.27% | +31,918 | New |
| Cambridge Investment Research Advisors, Inc. | 31,938 | $2.86M | 0.01% | −795−2.4% | Reduced |
| Tocqueville Asset Management L.P. | 32,132 | $2.87M | 0.05% | −62−0.2% | Reduced |
| Maryland State Retirement & Pension System | 32,169 | $2.88M | 0.06% | +603+1.9% | Added |
| Mackenzie Financial Corp | 32,239 | $2.88M | 0.00% | −2,965−8.4% | Reduced |
| Kentucky Retirement Systems | 32,745 | $2.93M | 0.09% | −1,653−4.8% | Reduced |
| Circle Wealth Management, LLC | 32,806 | $2.94M | 0.07% | −130.0% | Reduced |
| Wesbanco Bank Inc | 32,806 | $2.94M | 0.17% | −760−2.3% | Reduced |
| Baird Financial Group, Inc. | 33,518 | $3.00M | 0.01% | −2,939−8.1% | Reduced |
| Gulf International Bank (UK) Ltd | 33,903 | $3.03M | 0.09% | −3,746−9.9% | Reduced |
| Rafferty Asset Management, LLC | 34,330 | $3.07M | 0.01% | +1,586+4.8% | Added |
| Intech Investment Management LLC | 34,495 | $3.09M | 0.04% | −18,557−35.0% | Reduced |
| Edgestream Partners, L.P. | 34,526 | $3.09M | 0.22% | +27,191+370.7% | Added |
| Arlington Partners LLC | 35,190 | $3.15M | 0.91% | −40.0% | Reduced |
| Okabena Investment Services Inc | 35,347 | $3.16M | 1.23% | −3,355−8.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 35,594 | $3.19M | 0.03% | −1,883−5.0% | Reduced |
| Thrivent Financial for Lutherans | 35,657 | $3.19M | 0.01% | −1,926−5.1% | Reduced |
| Elo Mutual Pension Insurance Co | 35,948 | $3.22M | 0.09% | +1,357+3.9% | Added |
| Two Sigma Investments, LP | 36,059 | $3.23M | 0.01% | −175,179−82.9% | Reduced |
| Aquatic Capital Management LLC | 36,400 | $3.26M | 0.08% | +21,700+147.6% | Added |
| Richard Bernstein Advisors LLC | 36,961 | $3.31M | 0.07% | +27+0.1% | Added |
| Daiwa Securities Group Inc. | 37,163 | $3.33M | 0.02% | +1,947+5.5% | Added |
| QRG Capital Management, Inc. | 37,763 | $3.38M | 0.05% | +5,577+17.3% | Added |
| Wealthfront Advisers LLC | 37,861 | $3.39M | 0.01% | +121+0.3% | Added |
| AdvisorShares Investments LLC | 38,272 | $3.42M | 0.80% | +4,755+14.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 38,294 | $3.43M | 0.04% | +428+1.1% | Added |
| Cacti Asset Management LLC | 39,801 | $3.57M | 0.31% | −174−0.4% | Reduced |
| Financial Advisors Network, Inc. | 40,389 | $3.61M | 0.73% | +2,139+5.6% | Added |
| Farmers & Merchants Investments Inc | 41,780 | $3.74M | 0.14% | −1,171−2.7% | Reduced |
| Fiduciary Trust Co | 41,843 | $3.74M | 0.06% | −919−2.1% | Reduced |
| Regions Financial Corp | 42,530 | $3.81M | 0.03% | −381−0.9% | Reduced |
| Abn Amro Investment Solutions | 42,827 | $3.83M | 0.07% | −1,153−2.6% | Reduced |
| Brown Shipley& Co Ltd | 43,270 | $3.87M | 1.92% | +3,922+10.0% | Added |
| Pathstone Holdings, LLC | 43,500 | $3.92M | 0.02% | +43,500 | New |