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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.

Institutional holdersQ4 2023: 1,190 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ4 2023: $31.9B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$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
InstitutionSharesValue% of portfolioChange in sharesAction
Occudo Quantitative Strategies LP0$00.00%−16,236−100.0%Sold out
Hudson Canyon Capital Management0$00.00%−17,250−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−12,995−100.0%Sold out
MQS Management LLC0$00.00%−11,627−100.0%Sold out
Jump Financial, LLC0$00.00%−9,889−100.0%Sold out
Toews Corp0$00.00%−9,700−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−9,589−100.0%Sold out
TrimTabs Asset Management, LLC0$00.00%−9,036−100.0%Sold out
Security National Bank of So Dak0$00.00%−8,971−100.0%Sold out
Greenland Capital Management LP0$00.00%−7,999−100.0%Sold out
Sciencast Management LP0$00.00%−6,405−100.0%Sold out
Cape Cod Five Cents Savings Bank0$00.00%−6,366−100.0%Sold out
Security National Bank of Sioux City Iowa0$00.00%−6,329−100.0%Sold out
Thornburg Investment Management Inc0$00.00%−6,060−100.0%Sold out
Fund Management at Engine No. 1 LLC0$00.00%−5,886−100.0%Sold out
Meiji Yasuda Life Insurance Co0$00.00%−5,090−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−4,424−100.0%Sold out
Perpetual Ltd0$00.00%−4,057−100.0%Sold out
Quantbot Technologies LP0$00.00%−3,986−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−3,861−100.0%Sold out
Concentric Wealth Management, LLC0$00.00%−3,402−100.0%Sold out
Calamos Wealth Management LLC0$00.00%−3,202−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−3,195−100.0%Sold out
Lowe Brockenbrough & Co Inc0$00.00%−3,169−100.0%Sold out
Holistic Financial Partners0$00.00%−2,597−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−2,228−100.0%Sold out
Natixis0$00.00%−1,949−100.0%Sold out
Register Financial Advisors LLC0$00.00%−800−100.0%Sold out
CWS Financial Advisors, LLC0$00.00%−789−100.0%Sold out
RVW Wealth, LLC0$00.00%−550−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−527−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−405−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−372−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−267−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−264−100.0%Sold out
Earnest Partners LLC0$00.00%−196−100.0%Sold out
West Tower Group, LLC0$00.00%−167−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−136−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−118−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−103−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−100−100.0%Sold out
ORG Partners LLC0$00.00%−75−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−50−100.0%Sold out
Legacy Financial Group LLC0$00.00%−49−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−30−100.0%Sold out
Intrepid Capital Management Inc0$00.00%−20−100.0%Sold out
Perkins Coie Trust Co0$00.00%−13−100.0%Sold out
Quilter Plc0$00.00%−807−100.0%Sold out
First Republic Investment Management, Inc.––––Not filed
BTC Capital Management, Inc.––––Not filed
Pathstone Family Office, LLC––––Not filed
Advisor Partners II, LLC––––Not filed
Colony Group LLC––––Not filed
Amica Retiree Medical Trust––––Not filed
Bryn Mawr Trust Co––––Not filed
Rothschild Investment Corp––––Not filed
Foster Dykema Cabot & Co Inc––––Not filed
Sutton Wealth Advisors Inc.––––Not filed
Antonetti Capital Management LLC––––Not filed
KB Financial Partners, LLC––––Not filed
Column Capital Advisors, LLC––––Not filed
Steward Financial Group LLC––––Not filed