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 |
|---|---|---|---|---|---|
| Fractal Investments LLC | 9,400 | $841.0K | 0.17% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 9,350 | $836.5K | 0.01% | +18+0.2% | Added |
| Johnson Investment Counsel Inc | 9,329 | $834.7K | 0.01% | +175+1.9% | Added |
| FineMark National Bank & Trust | 9,261 | $828.6K | 0.03% | −23−0.2% | Reduced |
| BKD Wealth Advisors, LLC | 9,247 | $827.3K | 0.02% | −295−3.1% | Reduced |
| Kestra Private Wealth Services, LLC | 9,241 | $826.8K | 0.02% | +1,949+26.7% | Added |
| Bridges Investment Management Inc | 9,140 | $817.8K | 0.03% | 00.0% | Unchanged |
| Veriti Management LLC | 9,108 | $814.9K | 0.07% | +2,771+43.7% | Added |
| TD Private Client Wealth LLC | 9,077 | $812.1K | 0.03% | +1,745+23.8% | Added |
| Resources Investment Advisors, LLC. | 9,068 | $811.3K | 0.01% | −1,798−16.5% | Reduced |
| GTS Securities LLC | 9,052 | $809.9K | 0.02% | +4,985+122.6% | Added |
| Holowesko Partners Ltd. | 9,000 | $805.2K | 0.29% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,988 | $804.2K | 0.02% | −136−1.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,983 | $803.7K | 0.01% | +450+5.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,942 | $800.0K | 0.02% | −3,281−26.8% | Reduced |
| Vestcor Inc | 8,851 | $792.0K | 0.03% | −115−1.3% | Reduced |
| Home Federal Bank of Tennessee | 8,821 | $789.2K | 0.26% | 00.0% | Unchanged |
| DFPG Investments, LLC | 8,954 | $784.9K | 0.06% | +213+2.4% | Added |
| Nebula Research & Development LLC | 8,697 | $778.1K | 0.23% | +8,697 | New |
| Glenview Trust Co | 8,694 | $777.9K | 0.02% | −955−9.9% | Reduced |
| Lafayette Investments, Inc. | 8,685 | $777.0K | 0.19% | +517+6.3% | Added |
| Caisse de Depot Et Placement du Quebec | 8,538 | $763.9K | 0.00% | −65,720−88.5% | Reduced |
| Lee Danner & Bass Inc | 8,444 | $755.0K | 0.06% | −3,801−31.0% | Reduced |
| Sit Investment Associates Inc | 8,415 | $753.0K | 0.02% | −90−1.1% | Reduced |
| Daymark Wealth Partners, LLC | 8,407 | $752.2K | 0.05% | +72+0.9% | Added |
| Marble Harbor Investment Counsel, LLC | 8,314 | $743.9K | 0.09% | +100+1.2% | Added |
| Alberta Investment Management Corp | 8,300 | $742.6K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 8,219 | $735.4K | 0.03% | +278+3.5% | Added |
| Integrated Wealth Concepts LLC | 8,217 | $735.2K | 0.01% | −1,060−11.4% | Reduced |
| Cooper Financial Group | 8,199 | $733.6K | 0.13% | +337+4.3% | Added |
| Tokio Marine Asset Management Co Ltd | 7,991 | $715.0K | 0.04% | +519+6.9% | Added |
| Dumont & Blake Investment Advisors LLC | 7,872 | $704.0K | 0.22% | −226−2.8% | Reduced |
| Natixis Investment Managers International | 7,865 | $703.7K | 0.05% | −55−0.7% | Reduced |
| Central Trust Co | 7,813 | $699.0K | 0.02% | −231−2.9% | Reduced |
| First Hawaiian Bank | 7,748 | $693.2K | 0.02% | −2,385−23.5% | Reduced |
| Baldwin Investment Management, LLC | 7,733 | $691.9K | 0.11% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 7,699 | $688.9K | 0.03% | +7,699 | New |
| Centiva Capital, LP | 7,655 | $684.9K | 0.04% | +7,655 | New |
| HB Wealth Management, LLC | 7,602 | $680.2K | 0.01% | −704−8.5% | Reduced |
| Pring Turner Capital Group Inc | 7,575 | $677.7K | 0.52% | 00.0% | Unchanged |
| Stevens Capital Management LP | 7,555 | $676.0K | 0.17% | +4,435+142.1% | Added |
| AE Wealth Management LLC | 7,607 | $674.2K | 0.00% | −3,471−31.3% | Reduced |
| Philadelphia Trust Co | 7,529 | $674.0K | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,505 | $671.4K | 0.01% | +2,042+37.4% | Added |
| Curated Wealth Partners LLC | 7,493 | $670.4K | 0.11% | 00.0% | Unchanged |
| Romano Brothers and Company | 7,406 | $662.6K | 0.10% | −457−5.8% | Reduced |
| Sentry Investment Management LLC | 7,365 | $659.0K | 0.28% | +4,976+208.3% | Added |
| First Eagle Investment Management, LLC | 7,326 | $655.5K | 0.00% | +7,287+18,684.6% | Added |
| Horizon Investments, LLC | 7,316 | $654.6K | 0.02% | +1,272+21.0% | Added |
| Ar Asset Management Inc | 7,200 | $644.0K | 0.17% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 7,155 | $641.2K | 0.49% | −192−2.6% | Reduced |
| Chicago Capital, LLC | 7,085 | $633.9K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,977 | $624.2K | 0.02% | −1,068−13.3% | Reduced |
| Curbstone Financial Management Corp | 6,968 | $623.4K | 0.14% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 6,937 | $620.7K | 0.41% | +14+0.2% | Added |
| NEOS Investment Management LLC | 6,929 | $619.9K | 0.06% | +1,779+34.5% | Added |
| Simmons Bank | 6,914 | $618.6K | 0.05% | −206−2.9% | Reduced |
| Ostrum Asset Management | 6,898 | $617.2K | 0.05% | −8,128−54.1% | Reduced |
| Amussen Hunsaker Associates LLC | 6,873 | $614.9K | 0.12% | +9+0.1% | Added |
| Stratos Wealth Partners, LTD. | 6,735 | $602.6K | 0.01% | −24−0.4% | Reduced |
| Lido Advisors, LLC | 6,726 | $601.8K | 0.01% | −295−4.2% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 6,713 | $600.6K | 0.15% | −5,220−43.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,699 | $599.3K | 0.03% | +1,777+36.1% | Added |
| Waterford Advisors, LLC | 6,690 | $598.6K | 0.28% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 6,587 | $589.3K | 0.35% | −375−5.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,582 | $588.9K | 0.03% | −190−2.8% | Reduced |
| GWM Advisors LLC | 6,632 | $587.9K | 0.01% | +859+14.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,539 | $585.0K | 0.06% | −450−6.4% | Reduced |
| Auto-Owners Insurance Co | 6,393 | $572.0K | 0.02% | 00.0% | Unchanged |
| Meridian Management Co | 6,114 | $556.9K | 0.16% | −13−0.2% | Reduced |
| Wetherby Asset Management Inc | 6,202 | $554.9K | 0.03% | +94+1.5% | Added |
| Wedmont Private Capital | 6,328 | $554.1K | 0.05% | +262+4.3% | Added |
| Means Investment Co., Inc. | 6,188 | $553.6K | 0.08% | +10.0% | Added |
| ICW Investment Advisors LLC | 6,129 | $548.3K | 0.27% | +144+2.4% | Added |
| Boothbay Fund Management, LLC | 6,119 | $547.5K | 0.02% | −408−6.3% | Reduced |
| RSM US Wealth Management LLC | 6,118 | $547.3K | 0.01% | +286+4.9% | Added |
| Advisors Asset Management, Inc. | 6,114 | $547.0K | 0.01% | +225+3.8% | Added |
| Holderness Investments Co | 6,098 | $545.6K | 0.15% | +37+0.6% | Added |
| Allred Capital Management, LLC | 6,034 | $539.9K | 0.23% | −67−1.1% | Reduced |
| Gabelli Funds LLC | 6,000 | $536.8K | 0.00% | −3,200−34.8% | Reduced |
| Prelude Capital Management, LLC | 5,986 | $535.6K | 0.05% | −337−5.3% | Reduced |
| Keebeck Alpha, LP | 5,986 | $535.6K | 0.42% | −337−5.3% | Reduced |
| Wendell David Associates Inc | 5,959 | $533.0K | 0.06% | +107+1.8% | Added |
| Ahl Investment Management, Inc. | 5,952 | $532.5K | 0.44% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 5,915 | $529.2K | 0.06% | +54+0.9% | Added |
| Garrison Point Advisors, LLC | 5,904 | $528.2K | 0.37% | −27−0.5% | Reduced |
| Lindbrook Capital, LLC | 5,892 | $527.2K | 0.05% | +710+13.7% | Added |
| Ci Investments Inc. | 5,816 | $520.0K | 0.00% | +4,571+367.1% | Added |
| Paloma Partners Management Co | 5,798 | $518.7K | 0.09% | +5,798 | New |
| Montag A & Associates Inc | 5,717 | $511.5K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,685 | $508.7K | 0.03% | −468−7.6% | Reduced |
| Choate Investment Advisors | 5,683 | $508.5K | 0.02% | +454+8.7% | Added |
| Investment Advisory Services Inc | 5,674 | $507.6K | 0.20% | −49−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 5,644 | $504.9K | 0.02% | +99+1.8% | Added |
| Ingalls & Snyder LLC | 5,633 | $504.0K | 0.02% | −23,207−80.5% | Reduced |
| NorthRock Partners, LLC | 5,629 | $503.7K | 0.02% | +5,629 | New |
| Stephens Inc | 5,598 | $500.9K | 0.01% | −300−5.1% | Reduced |
| Forte Capital LLC | 5,530 | $494.8K | 0.07% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 5,529 | $494.7K | 0.01% | +4,129+294.9% | Added |
| Profund Advisors LLC | 5,522 | $494.1K | 0.02% | +814+17.3% | Added |