Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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.

Institutional holdersQ4 2023: 1,190 institutions

Value heldQ4 2023: $31.9B

Institutions holding OTIS and their total value by quarter
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.

Institutions holding OTIS in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
CKW Financial Group	402	$36.0K	0.00%	+1+0.2%	Added
Accent Capital Management, LLC	400	$35.8K	0.03%	+400	New
Community Bank, N.A.	400	$35.8K	0.00%	00.0%	Unchanged
TFC Financial Management	397	$35.5K	0.01%	−9−2.2%	Reduced
Chesapeake Asset Management LLC	397	$35.5K	0.03%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	394	$35.3K	0.03%	00.0%	Unchanged
Harvest Fund Management Co., Ltd	393	$35.0K	0.01%	00.0%	Unchanged
Cutler Group LP	400	$35.0K	0.00%	+400	New
Pacific Capital Wealth Advisors, Inc	389	$34.8K	0.01%	+389	New
Prestige Wealth Management Group LLC	386	$34.5K	0.01%	00.0%	Unchanged
Hantz Financial Services, Inc.	376	$34.0K	0.00%	−2−0.5%	Reduced
Orion Capital Management LLC	375	$33.6K	0.02%	00.0%	Unchanged
JJJ Advisors Inc.	370	$33.1K	0.01%	−11−2.9%	Reduced
Duncker Streett & Co Inc	370	$33.1K	0.01%	00.0%	Unchanged
NBC Securities, Inc.	378	$33.0K	0.00%	−37−8.9%	Reduced
Motco	366	$32.7K	0.00%	−36−9.0%	Reduced
Gradient Investments LLC	363	$32.5K	0.00%	00.0%	Unchanged
Bray Capital Advisors	350	$31.3K	0.01%	00.0%	Unchanged
Truvestments Capital LLC	350	$31.3K	0.01%	00.0%	Unchanged
Assetmark, Inc	350	$31.3K	0.00%	+42+13.6%	Added
AdvisorNet Financial, Inc	340	$30.4K	0.00%	+66+24.1%	Added
American Capital Advisory, LLC	336	$30.1K	0.02%	+336	New
Laffer Tengler Investments	335	$30.0K	0.01%	00.0%	Unchanged
Norwood Financial Corp	335	$30.0K	0.05%	−48−12.5%	Reduced
Atticus Wealth Management, LLC	324	$29.0K	0.01%	00.0%	Unchanged
Intelligent Financial Strategies	316	$28.3K	0.02%	00.0%	Unchanged
Turtle Creek Wealth Advisors, LLC	315	$28.2K	0.01%	+315	New
United Community Bank	300	$26.8K	0.01%	00.0%	Unchanged
Cetera Trust Company, N.A	300	$26.8K	0.02%	+300	New
Nemes Rush Group LLC	291	$26.0K	0.00%	00.0%	Unchanged
Benjamin F. Edwards & Company, Inc.	275	$25.0K	0.00%	00.0%	Unchanged
Core Alternative Capital	275	$24.6K	0.00%	−27−8.9%	Reduced
SJS Investment Consulting Inc.	269	$24.1K	0.01%	+209+348.3%	Added
Kelly Financial Services LLC	266	$23.8K	0.01%	+1+0.4%	Added
Castleview Partners, LLC	265	$23.7K	0.02%	+265	New
Costello Asset Management, INC	262	$23.4K	0.02%	00.0%	Unchanged
Osterweis Capital Management Inc	250	$22.4K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	250	$22.4K	0.01%	+250	New
Hexagon Capital Partners LLC	248	$22.2K	0.01%	+44+21.6%	Added
Armstrong Advisory Group, Inc	247	$22.1K	0.00%	00.0%	Unchanged
Concord Wealth Partners	236	$21.1K	0.00%	00.0%	Unchanged
West Branch Capital LLC	232	$20.8K	0.01%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	230	$20.6K	0.02%	00.0%	Unchanged
DT Investment Partners, LLC	227	$20.4K	0.00%	00.0%	Unchanged
Tompkins Financial Corp	217	$19.4K	0.00%	+15+7.4%	Added
McClarren Financial Advisors, Inc.	217	$19.0K	0.01%	+101+87.1%	Added
Birchbrook, Inc.	212	$19.0K	0.01%	+212	New
Glen Eagle Advisors, LLC	208	$18.6K	0.00%	−42−16.8%	Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA	204	$18.3K	0.01%	+204	New
Hobbs Group Advisors, LLC	203	$18.2K	0.01%	+203	New
Barrett & Company, Inc.	200	$17.9K	0.01%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	199	$17.8K	0.01%	00.0%	Unchanged
Red Tortoise LLC	198	$17.7K	0.01%	−27−12.0%	Reduced
Strengthening Families & Communities, LLC	197	$17.6K	0.01%	+1+0.5%	Added
Highlander Capital Management, LLC	196	$17.5K	0.01%	00.0%	Unchanged
Rosenberg Matthew Hamilton	188	$16.8K	0.01%	+46+32.4%	Added
Planned Solutions, Inc.	186	$16.6K	0.01%	+186	New
Northwest Financial Advisors	180	$16.1K	0.01%	+180	New
Financial Perspectives, Inc	180	$16.1K	0.01%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	176	$15.7K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	172	$15.4K	0.00%	00.0%	Unchanged
MCF Advisors LLC	171	$15.3K	0.00%	00.0%	Unchanged
Fairfield, Bush & Co.	171	$15.3K	0.01%	+171	New
West Oak Capital, LLC	175	$15.0K	0.01%	00.0%	Unchanged
GW&K Investment Management, LLC	164	$15.0K	0.00%	+7+4.5%	Added
TSFG, LLC	163	$15.0K	0.00%	00.0%	Unchanged
Tanglewood Legacy Advisors, LLC	167	$14.9K	0.01%	00.0%	Unchanged
Creative Financial Designs Inc	166	$14.8K	0.00%	+18+12.2%	Added
Sound Income Strategies, LLC	165	$14.7K	0.00%	−21−11.3%	Reduced
Clean Yield Group	164	$14.7K	0.01%	−17−9.4%	Reduced
Versant Capital Management, Inc	164	$14.7K	0.00%	−3−1.8%	Reduced
Level Financial Advisors, Inc.	160	$14.3K	0.01%	00.0%	Unchanged
Wetzel Investment Advisors, Inc.	162	$14.0K	0.01%	+162	New
Venturi Wealth Management, LLC	154	$13.8K	0.00%	+81+111.0%	Added
Westside Investment Management, Inc.	150	$13.4K	0.00%	00.0%	Unchanged
Edmond de Rothschild Holding S.A.	150	$13.4K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	150	$13.4K	0.01%	00.0%	Unchanged
Annapolis Financial Services, LLC	150	$13.4K	0.00%	00.0%	Unchanged
FSC Wealth Advisors, LLC	144	$12.9K	0.01%	00.0%	Unchanged
Thompson Siegel & Walmsley LLC	139	$12.0K	0.00%	−69−33.2%	Reduced
Financial Management Professionals, Inc.	131	$12.0K	0.00%	+73+125.9%	Added
McGlone Suttner Wealth Management, Inc.	133	$11.9K	0.00%	+133	New
Exchange Traded Concepts, LLC	131	$11.7K	0.00%	+111+555.0%	Added
Nordwand Advisors, LLC	130	$11.6K	0.00%	+130	New
Tortoise Investment Management, LLC	125	$11.2K	0.00%	−6−4.6%	Reduced
Sachetta, LLC	121	$10.8K	0.01%	+121	New
Garner Asset Management Corp	119	$10.8K	0.01%	+119	New
MidAtlantic Capital Management, Inc.	120	$10.7K	0.01%	+120	New
Sittner & Nelson, LLC	118	$10.6K	0.01%	00.0%	Unchanged
Raelipskie Partnership	114	$10.2K	0.01%	+114	New
PrairieView Partners, LLC	113	$10.0K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	110	$9.84K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	110	$9.84K	0.00%	00.0%	Unchanged
Smartleaf Asset Management LLC	107	$9.77K	0.00%	+107	New
Private Wealth Management Group, LLC	105	$9.39K	0.00%	+105	New
1832 Asset Management L.P.	104	$9.30K	0.00%	00.0%	Unchanged
Householder Group Estate & Retirement Specialist, LLC	107	$9.00K	0.00%	−30−21.9%	Reduced
First PREMIER Bank	100	$9.00K	0.00%	00.0%	Unchanged
First Personal Financial Services	100	$8.95K	0.00%	00.0%	Unchanged
Kiely Wealth Advisory Group, Inc.	100	$8.91K	0.01%	+100	New