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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 5,496 | $491.7K | 0.10% | −224−3.9% | Reduced |
| Global Endowment Management, LP | 5,470 | $489.4K | 0.05% | +5,470 | New |
| Sherbrooke Park Advisers LLC | 5,446 | $487.3K | 0.23% | −21,812−80.0% | Reduced |
| Venture Visionary Partners LLC | 5,421 | $485.0K | 0.03% | +13+0.2% | Added |
| Mesirow Financial Investment Management, Inc. | 5,410 | $484.0K | 0.02% | +5,410 | New |
| Cambridge Trust Co | 5,387 | $482.0K | 0.02% | +396+7.9% | Added |
| Mutual Advisors, LLC | 5,373 | $480.8K | 0.02% | +58+1.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 5,366 | $480.1K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 5,323 | $476.2K | 0.02% | −65−1.2% | Reduced |
| Freestone Capital Holdings, LLC | 5,319 | $475.9K | 0.02% | −5−0.1% | Reduced |
| Valley Brook Capital Group | 5,315 | $475.5K | 0.41% | −412−7.2% | Reduced |
| Lincoln National Corp | 5,253 | $470.0K | 0.01% | +1,347+34.5% | Added |
| Penobscot Investment Management Company, Inc. | 5,175 | $463.0K | 0.05% | +332+6.9% | Added |
| Bull Street Advisors, LLC | 5,180 | $463.0K | 0.23% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 5,142 | $460.1K | 0.02% | −107−2.0% | Reduced |
| Umb Bank N A | 5,136 | $459.5K | 0.01% | −245−4.6% | Reduced |
| Trust Point Inc. | 5,125 | $458.5K | 0.04% | +5,125 | New |
| Optas, LLC | 5,068 | $453.4K | 0.14% | −2,414−32.3% | Reduced |
| Simplex Trading, LLC | 5,059 | $452.0K | 0.01% | +1,709+51.0% | Added |
| J.W. Cole Advisors, Inc. | 5,047 | $451.5K | 0.03% | +546+12.1% | Added |
| Meeder Advisory Services, Inc. | 5,041 | $451.1K | 0.05% | +494+10.9% | Added |
| Silver Oak Securities, Inc | 5,014 | $448.6K | 0.06% | −148−2.9% | Reduced |
| Gifford Fong Associates | 5,000 | $447.0K | 0.10% | 00.0% | Unchanged |
| Diversified Trust Co | 4,996 | $447.0K | 0.02% | −50,559−91.0% | Reduced |
| Charter Trust Co | 4,986 | $446.1K | 0.03% | +200+4.2% | Added |
| Trust Co of Virginia | 4,986 | $446.1K | 0.04% | −55−1.1% | Reduced |
| Pitcairn Co | 4,971 | $444.8K | 0.03% | −23−0.5% | Reduced |
| Tower Bridge Advisors | 4,958 | $443.6K | 0.04% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 4,935 | $441.5K | 0.20% | −41−0.8% | Reduced |
| Aull & Monroe Investment Management Corp | 4,933 | $441.4K | 0.22% | −175−3.4% | Reduced |
| Verdence Capital Advisors LLC | 4,919 | $440.1K | 0.04% | −105−2.1% | Reduced |
| Dark Forest Capital Management LP | 4,914 | $439.7K | 0.07% | −3,789−43.5% | Reduced |
| Old National Bancorp | 4,913 | $439.6K | 0.01% | −803−14.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,895 | $438.0K | 0.04% | −16,718−77.4% | Reduced |
| Caldwell Trust Co | 4,880 | $436.6K | 0.06% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,880 | $436.6K | 0.02% | +496+11.3% | Added |
| Busey Wealth Management | 4,862 | $435.0K | 0.02% | −157−3.1% | Reduced |
| Apollon Wealth Management, LLC | 4,843 | $433.3K | 0.01% | +475+10.9% | Added |
| Checchi Capital Advisers, LLC | 4,799 | $429.4K | 0.03% | +11+0.2% | Added |
| TD Waterhouse Canada Inc. | 4,807 | $427.6K | 0.00% | −780−14.0% | Reduced |
| Boston Private Wealth LLC | 4,739 | $424.0K | 0.01% | +11+0.2% | Added |
| Moody National Bank Trust Division | 4,731 | $423.3K | 0.03% | −4,719−49.9% | Reduced |
| Excalibur Management Corp | 4,732 | $423.3K | 0.20% | −91−1.9% | Reduced |
| Signaturefd, LLC | 4,718 | $422.1K | 0.01% | +15+0.3% | Added |
| CAPROCK Group, Inc. | 4,687 | $419.3K | 0.03% | −599−11.3% | Reduced |
| Sovereign Financial Group, Inc. | 4,663 | $417.2K | 0.13% | −59−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 4,648 | $415.9K | 0.02% | −929−16.7% | Reduced |
| Shayne & Co., LLC | 4,601 | $411.7K | 0.13% | −487−9.6% | Reduced |
| Siemens Fonds Invest GmbH | 4,573 | $409.1K | 0.03% | +1,060+30.2% | Added |
| Wedbush Securities Inc | 4,566 | $409.0K | 0.02% | +77+1.7% | Added |
| Core Wealth Partners LLC | 4,570 | $408.9K | 0.34% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 4,557 | $407.7K | 0.00% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 4,547 | $406.8K | 0.01% | 00.0% | Unchanged |
| 1st Source Bank | 4,530 | $405.3K | 0.02% | −77−1.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,521 | $404.5K | 0.01% | +4,521 | New |
| Clearstead Advisors, LLC | 4,518 | $404.2K | 0.02% | −349−7.2% | Reduced |
| Balyasny Asset Management LLC | 4,514 | $403.9K | 0.00% | −1,680−27.1% | Reduced |
| Exencial Wealth Advisors, LLC | 4,463 | $399.3K | 0.02% | +156+3.6% | Added |
| EP Wealth Advisors, LLC | 4,427 | $396.1K | 0.01% | +208+4.9% | Added |
| Bokf, NA | 4,421 | $395.5K | 0.01% | −2,858−39.3% | Reduced |
| Geller Advisors LLC | 4,405 | $394.1K | 0.04% | −261−5.6% | Reduced |
| Wealthspire Advisors, LLC | 4,402 | $393.8K | 0.01% | −177−3.9% | Reduced |
| SeaCrest Wealth Management, LLC | 4,473 | $391.5K | 0.05% | −317−6.6% | Reduced |
| Westpac Banking Corp | 4,363 | $390.4K | 0.03% | −6,818−61.0% | Reduced |
| Pointe Capital Management LLC | 4,326 | $387.0K | 0.27% | −250−5.5% | Reduced |
| LGT Group Foundation | 4,316 | $387.0K | 0.01% | +4,316 | New |
| Empowered Funds, LLC | 4,321 | $386.6K | 0.01% | +802+22.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $384.7K | 0.13% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,286 | $384.0K | 0.08% | −133−3.0% | Reduced |
| Drexel Morgan & Co. | 4,288 | $383.6K | 0.09% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,282 | $383.1K | 0.01% | +4,282 | New |
| Kraematon Investment Advisors, Inc | 4,243 | $379.6K | 0.42% | −293−6.5% | Reduced |
| Waldron Private Wealth LLC | 4,220 | $377.6K | 0.02% | +352+9.1% | Added |
| Everett Harris & Co | 4,219 | $377.5K | 0.01% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 4,198 | $375.6K | 0.00% | −50−1.2% | Reduced |
| Tucker Asset Management LLC | 4,180 | $374.0K | 0.09% | −10−0.2% | Reduced |
| Ballentine Partners, LLC | 4,147 | $371.0K | 0.01% | −1,530−27.0% | Reduced |
| Schnieders Capital Management LLC | 4,144 | $370.8K | 0.08% | −1,378−25.0% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,142 | $370.6K | 0.11% | −9−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 4,142 | $370.6K | 0.01% | +4,142 | New |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $365.6K | 0.09% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,075 | $364.6K | 0.21% | −338−7.7% | Reduced |
| Invesco, LLC | 4,069 | $364.1K | 0.17% | −65−1.6% | Reduced |
| IHT Wealth Management, LLC | 4,062 | $363.4K | 0.02% | −257−6.0% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 4,045 | $362.1K | 0.01% | +3,245+405.6% | Added |
| City Holding Co | 4,033 | $360.8K | 0.06% | −280−6.5% | Reduced |
| Atwood & Palmer Inc | 4,025 | $360.1K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 4,263 | $360.1K | 0.12% | +4,000+1,520.9% | Added |
| Graypoint LLC | 4,010 | $358.8K | 0.03% | +261+7.0% | Added |
| Allworth Financial LP | 4,006 | $358.5K | 0.00% | −106−2.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,991 | $357.1K | 0.04% | +63+1.6% | Added |
| Aberdeen Wealth Management LLC | 3,974 | $355.6K | 0.26% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,961 | $354.4K | 0.04% | −137−3.3% | Reduced |
| Flputnam Investment Management Co | 3,947 | $353.2K | 0.01% | −118−2.9% | Reduced |
| First Western Trust Bank | 3,937 | $352.2K | 0.02% | −150−3.7% | Reduced |
| Dover Advisors, LLC | 3,911 | $349.9K | 0.46% | −690−15.0% | Reduced |
| Rothschild Investment LLC | 3,870 | $346.2K | 0.03% | +3,870 | New |
| Gamco Investors, Inc. Et Al | 3,846 | $344.1K | 0.00% | −1,500−28.1% | Reduced |
| Patten & Patten Inc | 3,843 | $343.8K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,840 | $343.6K | 0.02% | −312−7.5% | Reduced |