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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 1,735 | $155.2K | 0.02% | +82+5.0% | Added |
| Deseret Mutual Benefit Administrators | 1,644 | $147.1K | 0.08% | −557−25.3% | Reduced |
| IFP Advisors, Inc | 1,643 | $147.0K | 0.01% | −352−17.6% | Reduced |
| Citizens National Bank Trust Department | 1,625 | $145.4K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,611 | $144.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,607 | $143.8K | 0.01% | +44+2.8% | Added |
| North Star Investment Management Corp. | 1,589 | $142.2K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,565 | $140.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,538 | $138.0K | 0.07% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,534 | $137.2K | 0.05% | −512−25.0% | Reduced |
| Bangor Savings Bank | 1,499 | $134.1K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,465 | $131.1K | 0.01% | −23−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,521 | $123.0K | 0.00% | +668+78.3% | Added |
| Caldwell Sutter Capital, Inc. | 1,366 | $122.2K | 0.06% | −4−0.3% | Reduced |
| Atlas Capital Advisors LLC | 1,364 | $122.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $120.8K | 0.07% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 1,328 | $119.1K | 0.00% | +1,328 | New |
| Foster Dykema Cabot & Partners, LLC | 1,318 | $117.9K | 0.01% | +1,318 | New |
| Estabrook Capital Management | 1,266 | $113.3K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,261 | $112.9K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,261 | $112.8K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $107.4K | 0.06% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,181 | $105.7K | 0.04% | +1,181 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,177 | $105.3K | 0.01% | +721+158.1% | Added |
| Kessler Investment Group, LLC | 1,171 | $104.8K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,200 | $104.0K | 0.00% | +26+2.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,134 | $101.0K | 0.07% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,108 | $99.1K | 0.00% | −104−8.6% | Reduced |
| City State Bank | 1,082 | $97.0K | 0.05% | −35−3.1% | Reduced |
| Ulland Investment Advisors, LLC | 1,071 | $96.0K | 0.10% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,029 | $92.1K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,010 | $90.0K | 0.06% | +229+29.3% | Added |
| Baldwin Brothers Inc | 1,000 | $89.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 997 | $89.2K | 0.01% | +101+11.3% | Added |
| FinTrust Capital Advisors, LLC | 978 | $87.5K | 0.02% | −54−5.2% | Reduced |
| Plato Investment Management Ltd | 973 | $87.1K | 0.11% | +973 | New |
| Baystate Wealth Management LLC | 964 | $86.3K | 0.01% | +138+16.7% | Added |
| Hanson & Doremus Investment Management | 947 | $85.0K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 947 | $84.7K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 943 | $84.4K | 0.02% | +151+19.1% | Added |
| Eagle Bay Advisors LLC | 936 | $83.7K | 0.05% | −148−13.7% | Reduced |
| CVA Family Office, LLC | 922 | $82.5K | 0.02% | +922 | New |
| Spire Wealth Management | 932 | $81.8K | 0.00% | +149+19.0% | Added |
| Independence Bank of Kentucky | 901 | $80.6K | 0.03% | +350+63.5% | Added |
| Leonteq Securities AG | 900 | $80.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 883 | $79.0K | 0.02% | +2+0.2% | Added |
| JFS Wealth Advisors, LLC | 878 | $78.6K | 0.01% | +227+34.9% | Added |
| Piscataqua Savings Bank | 857 | $76.7K | 0.07% | −350−29.0% | Reduced |
| Rockbridge Investment Management, LCC | 855 | $76.5K | 0.01% | +855 | New |
| Mark Sheptoff Financial Planning, LLC | 833 | $74.5K | 0.04% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $74.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 826 | $73.9K | 0.01% | +4+0.5% | Added |
| Center for Financial Planning, Inc. | 820 | $73.4K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 803 | $71.8K | 0.01% | −8−1.0% | Reduced |
| RFP Financial Group LLC | 800 | $71.6K | 0.03% | −108−11.9% | Reduced |
| M&R Capital Management Inc | 773 | $69.2K | 0.02% | +64+9.0% | Added |
| Dividend Assets Capital, LLC | 775 | $69.0K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 757 | $67.7K | 0.03% | +757 | New |
| Missouri Trust & Investment Co | 745 | $66.7K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 732 | $65.5K | 0.03% | −150−17.0% | Reduced |
| Carolinas Wealth Consulting LLC | 3,970 | $65.2K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 730 | $65.0K | 0.00% | +2+0.3% | Added |
| Bellevue Asset Management, LLC | 716 | $64.1K | 0.06% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 712 | $63.7K | 0.06% | +712 | New |
| Pacifica Partners Inc. | 741 | $63.6K | 0.03% | 00.0% | Unchanged |
| Oakmont Corp | 705 | $63.1K | 0.02% | −17−2.4% | Reduced |
| Old Second National Bank of Aurora | 700 | $62.6K | 0.02% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 682 | $61.0K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 675 | $60.4K | 0.07% | −7−1.0% | Reduced |
| Quarry LP | 663 | $59.3K | 0.03% | −815−55.1% | Reduced |
| Acima Private Wealth, LLC | 650 | $58.2K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 636 | $56.9K | 0.03% | +108+20.5% | Added |
| CoreFirst Bank & Trust | 633 | $56.6K | 0.04% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 625 | $55.9K | 0.04% | −1,971−75.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 607 | $54.3K | 0.02% | +2+0.3% | Added |
| Vima LLC | 605 | $54.1K | 0.12% | +605 | New |
| Cypress Capital Management LLC (WY) | 600 | $53.7K | 0.06% | −705−54.0% | Reduced |
| Mascoma Wealth Management LLC | 600 | $53.7K | 0.02% | −25−4.0% | Reduced |
| Monetary Management Group Inc | 596 | $53.3K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 592 | $53.0K | 0.01% | +577+3,846.7% | Added |
| Key Financial Inc | 585 | $52.3K | 0.01% | −17−2.8% | Reduced |
| Gables Capital Management Inc. | 575 | $51.4K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 566 | $50.6K | 0.01% | +566 | New |
| JNBA Financial Advisors | 553 | $49.5K | 0.01% | −8−1.4% | Reduced |
| Criterion Capital Advisors, LLC | 550 | $49.2K | 0.04% | +550 | New |
| Capital Advisors, Ltd. LLC | 520 | $47.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 515 | $46.1K | 0.02% | −57−10.0% | Reduced |
| Beacon Capital Management, LLC | 558 | $44.8K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 487 | $43.6K | 0.00% | +6+1.2% | Added |
| Cornerstone Planning Group LLC | 483 | $43.2K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 452 | $40.4K | 0.04% | +452 | New |
| First Command Advisory Services, Inc. | 448 | $40.1K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 445 | $40.0K | 0.01% | −15−3.3% | Reduced |
| Indiana Trust & Investment Management CO | 440 | $39.4K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 436 | $39.0K | 0.02% | +25+6.1% | Added |
| CNB Bank | 429 | $38.4K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 419 | $37.5K | 0.00% | +1+0.2% | Added |
| Oakworth Capital, Inc. | 416 | $37.2K | 0.00% | −43−9.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 409 | $36.6K | 0.01% | −158−27.9% | Reduced |
| Paladin Advisory Group, LLC | 407 | $36.4K | 0.03% | −862−67.9% | Reduced |