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 |
|---|---|---|---|---|---|
| Dearborn Partners LLC | 17,692 | $1.58M | 0.06% | +31+0.2% | Added |
| Shell Asset Management Co | 17,388 | $1.56M | 0.07% | −4,780−21.6% | Reduced |
| NBT Bank N A | 17,333 | $1.55M | 0.12% | +13+0.1% | Added |
| Essex Financial Services, Inc. | 17,195 | $1.54M | 0.16% | −2,957−14.7% | Reduced |
| Prudential PLC | 17,079 | $1.53M | 0.02% | −89−0.5% | Reduced |
| Beacon Pointe Advisors, LLC | 16,925 | $1.51M | 0.02% | −826−4.7% | Reduced |
| Toroso Investments, LLC | 16,896 | $1.51M | 0.04% | −2,652−13.6% | Reduced |
| Metropolitan Life Insurance Co | 16,657 | $1.49M | 0.07% | −378−2.2% | Reduced |
| Perigon Wealth Management, LLC | 16,402 | $1.47M | 0.05% | −64−0.4% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.43M | 1.39% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 15,600 | $1.40M | 0.05% | −2,400−13.3% | Reduced |
| Snider Financial Group | 15,557 | $1.39M | 0.64% | +1,223+8.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,219 | $1.36M | 0.05% | +1,866+14.0% | Added |
| Blair William & Co | 15,149 | $1.36M | 0.00% | +654+4.5% | Added |
| Colony Group, LLC | 15,128 | $1.35M | 0.02% | +15,128 | New |
| 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 |
| Pensionfund Sabic | 15,000 | $1.34M | 0.42% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 14,843 | $1.33M | 0.41% | −40−0.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,788 | $1.32M | 0.03% | −441−2.9% | Reduced |
| Synovus Financial Corp | 14,578 | $1.30M | 0.02% | +76+0.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,580 | $1.30M | 0.09% | −778−5.1% | Reduced |
| Empirical Finance, LLC | 14,534 | $1.30M | 0.09% | +106+0.7% | Added |
| Norinchukin Bank, The | 14,499 | $1.30M | 0.03% | −1,685−10.4% | Reduced |
| Bessemer Group Inc | 14,333 | $1.28M | 0.00% | −416−2.8% | Reduced |
| Engineers Gate Manager LP | 14,230 | $1.27M | 0.04% | −61,715−81.3% | Reduced |
| 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 |
| Park Avenue Securities LLC | 14,040 | $1.26M | 0.02% | +424+3.1% | Added |
| United Services Automobile Association | 13,851 | $1.24M | 0.03% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 13,776 | $1.23M | 0.80% | +13,776 | New |
| Goelzer Investment Management, Inc. | 13,638 | $1.22M | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co | 13,540 | $1.21M | 0.02% | −541−3.8% | Reduced |
| PEAK6 Investments LLC | 13,511 | $1.21M | 0.05% | +13,511 | New |
| Van Hulzen Asset Management, LLC | 13,500 | $1.21M | 0.08% | +2,000+17.4% | Added |
| Vontobel Holding Ltd. | 13,426 | $1.20M | 0.01% | −36,372−73.0% | Reduced |
| Parsons Capital Management Inc | 13,415 | $1.20M | 0.09% | −128−0.9% | Reduced |
| Hartford Financial Management Inc. | 13,338 | $1.19M | 0.27% | −749−5.3% | Reduced |
| Metis Global Partners, LLC | 13,308 | $1.19M | 0.05% | −1,695−11.3% | Reduced |
| Woodstock Corp | 13,251 | $1.19M | 0.14% | −507−3.7% | Reduced |
| Cetera Advisors LLC | 13,068 | $1.17M | 0.02% | +638+5.1% | Added |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.16M | 0.16% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 12,954 | $1.16M | 0.03% | −42−0.3% | Reduced |
| Ieq Capital, LLC | 12,953 | $1.16M | 0.02% | +1,526+13.4% | Added |
| Cetera Investment Advisers | 12,914 | $1.16M | 0.01% | +3,423+36.1% | Added |
| Private Trust Co NA | 12,813 | $1.15M | 0.13% | −26−0.2% | Reduced |
| Vinva Investment Management Ltd | 12,772 | $1.15M | 0.08% | +309+2.5% | Added |
| Trust Co of Vermont | 12,785 | $1.14M | 0.08% | −2,969−18.8% | Reduced |
| Quadrature Capital Ltd | 12,728 | $1.14M | 0.02% | +4,216+49.5% | Added |
| Graham Capital Management, L.P. | 12,675 | $1.13M | 0.04% | −5,268−29.4% | Reduced |
| Davenport & Co LLC | 12,523 | $1.12M | 0.01% | −211−1.7% | Reduced |
| Smith, Salley & Associates | 12,437 | $1.11M | 0.07% | +12,437 | New |
| Ironwood Investment Management LLC | 12,158 | $1.09M | 0.57% | +282+2.4% | Added |
| Raymond James Trust N.A. | 12,000 | $1.07M | 0.03% | +656+5.8% | Added |
| Ellevest, Inc. | 11,976 | $1.07M | 0.07% | +2,781+30.2% | Added |
| La Banque Postale Asset Management SA | 11,933 | $1.07M | 0.02% | 00.0% | Unchanged |
| Atria Investments LLC | 11,921 | $1.07M | 0.02% | +11,921 | New |
| Pearl River Capital, LLC | 11,895 | $1.06M | 0.17% | −19,774−62.4% | Reduced |
| Rossmore Private Capital | 11,883 | $1.06M | 0.15% | 00.0% | Unchanged |
| Groupama Asset Managment | 11,733 | $1.05M | 0.03% | +11,733 | New |
| D.A. Davidson & Co. | 11,711 | $1.05M | 0.01% | +69+0.6% | Added |
| Principle Wealth Partners LLC | 11,656 | $1.04M | 0.09% | −7−0.1% | Reduced |
| Neville Rodie & Shaw Inc | 11,608 | $1.04M | 0.08% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 11,455 | $1.02M | 0.04% | +11,455 | New |
| Hartford Funds Management Co LLC | 11,411 | $1.02M | 0.10% | +3,342+41.4% | Added |
| Virtu Financial LLC | 11,236 | $1.00M | 0.08% | +11,236 | New |
| Qtron Investments LLC | 11,200 | $1.00M | 0.16% | 00.0% | Unchanged |
| Bollard Group LLC | 11,164 | $999.0K | 0.03% | +24+0.2% | Added |
| Bartlett & Co. Wealth Management LLC | 11,100 | $995.3K | 0.02% | −531−4.6% | Reduced |
| Bartlett & Co. LLC | 11,100 | $995.0K | 0.02% | −531−4.6% | Reduced |
| Burney Co | 10,889 | $974.3K | 0.04% | −291−2.6% | Reduced |
| FJ Investments, LLC | 10,746 | $961.4K | 0.05% | +10,746 | New |
| Abbrea Capital, LLC | 10,739 | $961.0K | 0.14% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 9,661 | $957.0K | 0.07% | +9,661 | New |
| Dash Acquisitions Inc. | 10,907 | $948.9K | 0.34% | +74+0.7% | Added |
| Principal Securities, Inc. | 10,559 | $944.7K | 0.04% | +10,559 | New |
| Seven Eight Capital, LP | 10,530 | $942.1K | 0.11% | +10,530 | New |
| Monarch Capital Management Inc | 10,463 | $936.1K | 0.28% | −485−4.4% | Reduced |
| Compass Wealth Management LLC | 10,383 | $929.0K | 0.26% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 10,264 | $918.0K | 0.02% | −4,752−31.6% | Reduced |
| Panagora Asset Management Inc | 10,205 | $913.0K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,187 | $911.4K | 0.03% | +378+3.9% | Added |
| Oppenheimer & Co Inc | 10,183 | $911.1K | 0.02% | −75−0.7% | Reduced |
| Argent Trust Co | 10,113 | $904.8K | 0.05% | −106−1.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,090 | $902.8K | 0.12% | +10,090 | New |
| Trust Co of Toledo NA | 10,014 | $896.0K | 0.15% | −325−3.1% | Reduced |
| Canal Insurance CO | 10,000 | $895.0K | 0.25% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9,903 | $886.0K | 0.06% | +600+6.4% | Added |
| Field & Main Bank | 9,837 | $880.1K | 0.37% | −92−0.9% | Reduced |
| IMA Wealth, Inc. | 9,815 | $878.1K | 0.44% | −987−9.1% | Reduced |
| Birch Hill Investment Advisors LLC | 9,813 | $878.0K | 0.05% | −2,850−22.5% | Reduced |
| Cypress Capital Group | 9,763 | $873.5K | 0.11% | −614−5.9% | Reduced |
| Salem Investment Counselors Inc | 9,623 | $861.0K | 0.03% | −360−3.6% | Reduced |
| V-Square Quantitative Management LLC | 9,617 | $860.4K | 0.21% | +4,647+93.5% | Added |
| Sawtooth Solutions, LLC | 9,609 | $859.8K | 0.02% | −48−0.5% | Reduced |
| Bleakley Financial Group, LLC | 9,609 | $859.8K | 0.03% | −48−0.5% | Reduced |
| Investment Management Corp of Ontario | 9,608 | $859.6K | 0.02% | +9,608 | New |
| Guinness Atkinson Asset Management Inc | 9,552 | $854.6K | 0.44% | −280−2.8% | Reduced |
| Greenleaf Trust | 9,465 | $846.8K | 0.01% | +433+4.8% | Added |
| Public Sector Pension Investment Board | 9,412 | $842.1K | 0.01% | −34,693−78.7% | Reduced |