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 |
|---|---|---|---|---|---|
| GYL Financial Synergies, LLC | 3,825 | $342.3K | 0.03% | −114−2.9% | Reduced |
| NewEdge Wealth, LLC | 3,802 | $340.2K | 0.01% | −57−1.5% | Reduced |
| Chemung Canal Trust Co | 3,782 | $338.4K | 0.07% | −64−1.7% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,776 | $337.8K | 0.33% | +3,776 | New |
| CX Institutional | 3,767 | $337.1K | 0.02% | −139−3.6% | Reduced |
| Azimuth Capital Investment Management LLC | 3,767 | $337.0K | 0.02% | +26+0.7% | Added |
| Foster & Motley Inc | 3,770 | $337.0K | 0.03% | +65+1.8% | Added |
| UniSuper Management Pty Ltd | 3,759 | $336.3K | 0.00% | +759+25.3% | Added |
| HBK Sorce Advisory LLC | 3,756 | $336.0K | 0.01% | −297−7.3% | Reduced |
| Intrua Financial, LLC | 3,741 | $334.7K | 0.05% | −546−12.7% | Reduced |
| Courier Capital LLC | 3,739 | $334.5K | 0.03% | −25−0.7% | Reduced |
| Telos Capital Management, Inc. | 3,737 | $334.3K | 0.04% | −831−18.2% | Reduced |
| Financial Advisory Group | 3,711 | $332.0K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,709 | $331.8K | 0.03% | +476+14.7% | Added |
| Penserra Capital Management LLC | 3,723 | $331.0K | 0.01% | −750−16.8% | Reduced |
| First Affirmative Financial Network | 3,698 | $330.8K | 0.26% | +843+29.5% | Added |
| Bragg Financial Advisors, Inc | 3,683 | $329.5K | 0.02% | +87+2.4% | Added |
| Country Club Bank | 3,670 | $329.1K | 0.02% | −35−0.9% | Reduced |
| Kinneret Advisory, LLC | 3,645 | $326.1K | 0.04% | +3,645 | New |
| Schechter Investment Advisors, LLC | 3,607 | $322.7K | 0.03% | −992−21.6% | Reduced |
| Washington Trust Co | 3,596 | $321.7K | 0.01% | −50−1.4% | Reduced |
| Northwest Bancshares, Inc. | 3,581 | $320.4K | 0.06% | −32−0.9% | Reduced |
| Dynamic Advisor Solutions LLC | 3,654 | $319.8K | 0.01% | +254+7.5% | Added |
| Bell Investment Advisors, Inc | 3,547 | $317.4K | 0.07% | +5+0.1% | Added |
| Fruth Investment Management | 3,553 | $317.0K | 0.09% | −25−0.7% | Reduced |
| Symmetry Partners, LLC | 3,524 | $316.0K | 0.02% | −1,368−28.0% | Reduced |
| Fortune Financial Advisors, LLC | 3,508 | $313.9K | 0.22% | −602−14.6% | Reduced |
| TCTC Holdings, LLC | 3,503 | $313.4K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 3,495 | $312.7K | 0.01% | −592−14.5% | Reduced |
| Focus Financial Network Inc | 3,483 | $311.6K | 0.01% | +3,483 | New |
| Americana Partners, LLC | 3,477 | $311.1K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,474 | $310.8K | 0.12% | +641+22.6% | Added |
| McDonald Partners LLC | 3,463 | $309.8K | 0.09% | −193−5.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,454 | $309.0K | 0.02% | −14−0.4% | Reduced |
| Enterprise Financial Services Corp | 3,448 | $308.5K | 0.19% | −3−0.1% | Reduced |
| MEMBERS Trust Co | 3,433 | $307.8K | 0.01% | 00.0% | Unchanged |
| Papp L Roy & Associates | 3,431 | $307.0K | 0.04% | −99−2.8% | Reduced |
| Bard Financial Services, Inc. | 3,420 | $306.0K | 0.03% | 00.0% | Unchanged |
| Farmers National Bank | 3,395 | $303.8K | 0.10% | −6−0.2% | Reduced |
| NTV Asset Management LLC | 3,386 | $302.9K | 0.05% | −179−5.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,375 | $302.0K | 0.04% | −163−4.6% | Reduced |
| Centaurus Financial, Inc. | 3,351 | $300.0K | 0.02% | +297+9.7% | Added |
| Fidelis Capital Partners, LLC | 3,343 | $299.1K | 0.07% | +321+10.6% | Added |
| Defined Wealth Management, LLC | 3,337 | $298.6K | 0.23% | +22+0.7% | Added |
| Donaldson Capital Management, LLC | 3,299 | $295.2K | 0.01% | −346−9.5% | Reduced |
| KCM Investment Advisors LLC | 3,291 | $294.4K | 0.01% | −81−2.4% | Reduced |
| St. Louis Trust Co | 3,277 | $293.2K | 0.05% | +277+9.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,264 | $292.1K | 0.00% | +583+21.7% | Added |
| Boyd Watterson Asset Management LLC | 3,255 | $291.2K | 0.12% | −10−0.3% | Reduced |
| GSB Wealth Management, LLC | 3,251 | $290.9K | 0.09% | +3+0.1% | Added |
| South State Corp. | 3,243 | $290.2K | 0.02% | −179−5.2% | Reduced |
| Security National Bank | 3,226 | $288.6K | 0.07% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 3,229 | $288.4K | 0.09% | +3,229 | New |
| Resonant Capital Advisors, LLC | 3,213 | $287.5K | 0.03% | +7+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 3,191 | $285.5K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,191 | $285.5K | 0.01% | +351+12.4% | Added |
| Great Valley Advisor Group, Inc. | 3,187 | $285.1K | 0.01% | +224+7.6% | Added |
| Douglas Lane & Associates, LLC | 3,185 | $285.0K | 0.00% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,161 | $282.8K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,160 | $282.7K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,146 | $281.4K | 0.02% | +7+0.2% | Added |
| Ramirez Asset Management, Inc. | 3,121 | $279.2K | 0.06% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,119 | $279.1K | 0.02% | −318−9.3% | Reduced |
| Tiemann Investment Advisors, LLC | 3,099 | $277.3K | 0.13% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3,095 | $276.9K | 0.03% | −8−0.3% | Reduced |
| Fulton Bank, N.A. | 3,062 | $274.0K | 0.01% | −479−13.5% | Reduced |
| Sigma Planning Corp | 3,062 | $273.9K | 0.02% | −1,127−26.9% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,059 | $273.7K | 0.03% | −65−2.1% | Reduced |
| St Germain D J Co Inc | 3,051 | $273.0K | 0.01% | −30−1.0% | Reduced |
| Stock Yards Bank & Trust Co | 3,048 | $272.7K | 0.01% | −733−19.4% | Reduced |
| Riverwater Partners LLC | 3,029 | $271.0K | 0.21% | −238−7.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,027 | $270.8K | 0.01% | −59−1.9% | Reduced |
| Advisory Services Network, LLC | 3,023 | $270.5K | 0.01% | −513−14.5% | Reduced |
| Forum Financial Management, LP | 3,023 | $270.5K | 0.01% | −453−13.0% | Reduced |
| Spinnaker Trust | 3,010 | $269.3K | 0.02% | −365−10.8% | Reduced |
| LMCG Investments, LLC | 3,002 | $268.6K | 0.02% | −2−0.1% | Reduced |
| Systematic Financial Management LP | 3,000 | $268.4K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $268.4K | 0.06% | 00.0% | Unchanged |
| Essex Savings Bank | 2,997 | $268.1K | 0.08% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,989 | $267.4K | 0.18% | −12−0.4% | Reduced |
| Forbes J M & Co LLP | 2,978 | $266.4K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 3,000 | $265.3K | 0.22% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,958 | $264.7K | 0.53% | −77,312−96.3% | Reduced |
| Fielder Capital Group LLC | 2,958 | $264.7K | 0.16% | +2,958 | New |
| LCM Capital Management Inc | 2,952 | $264.1K | 0.19% | −14−0.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,950 | $263.9K | 0.01% | −1,367−31.7% | Reduced |
| Sky Investment Group LLC | 2,940 | $263.0K | 0.06% | −125−4.1% | Reduced |
| New England Capital Financial Advisors LLC | 2,930 | $262.2K | 0.16% | +8+0.3% | Added |
| Fort, L.P. | 2,920 | $261.3K | 0.65% | −220−7.0% | Reduced |
| Signature Wealth Management Partners, LLC | 2,910 | $260.4K | 0.23% | 00.0% | Unchanged |
| Colonial Trust Co | 2,901 | $259.6K | 0.05% | +925+46.8% | Added |
| Gillespie Robinson & Grimm Inc | 2,882 | $257.9K | 0.02% | +300+11.6% | Added |
| Founders Financial Securities LLC | 2,878 | $257.5K | 0.03% | +201+7.5% | Added |
| Court Place Advisors, LLC | 2,871 | $256.9K | 0.08% | −49−1.7% | Reduced |
| Hilltop Holdings Inc. | 2,863 | $256.2K | 0.03% | +264+10.2% | Added |
| Wade G W & Inc | 2,856 | $256.0K | 0.01% | −500−14.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,853 | $255.3K | 0.07% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,843 | $254.4K | 0.01% | +10.0% | Added |
| Colonial River Wealth Management, LLC | 2,831 | $253.3K | 0.15% | +2,831 | New |
| Equitable Holdings, Inc. | 2,820 | $252.3K | 0.00% | +87+3.2% | Added |