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Livermore
ZHEN

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
Avantax Planning Partners, Inc.2,809$251.3K0.01%+2,809New
Shelton Capital Management2,785$249.2K0.01%−84−2.9%Reduced
Kerntke Otto McGlone Wealth Management Group2,765$247.4K0.25%−4−0.1%Reduced
Two Sigma Securities, LLC2,761$247.0K0.01%+2,761New
Tritonpoint Wealth, LLC2,756$246.6K0.02%+2,756New
Washington Trust Advisors, Inc.2,750$246.0K0.02%−865−23.9%Reduced
Sentinel Trust Co Lba2,750$246.0K0.03%00.0%Unchanged
InterOcean Capital Group, LLC2,741$245.2K0.01%+16+0.6%Added
Aptus Capital Advisors, LLC2,740$245.1K0.01%−609−18.2%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,769$244.9K0.00%−100−3.5%Reduced
First National Trust Co2,729$244.2K0.01%−238−8.0%Reduced
Erste Asset Management GmbH2,701$242.2K0.00%−50,160−94.9%Reduced
Stratos Wealth Advisors, LLC2,705$242.1K0.01%−77−2.8%Reduced
Aveo Capital Partners, LLC2,704$241.9K0.03%+88+3.4%Added
Ritholtz Wealth Management2,703$241.8K0.01%−56−2.0%Reduced
9258 Wealth Management, LLC2,679$239.7K0.04%−57−2.1%Reduced
Sapient Capital LLC2,663$238.3K0.01%+2,663New
MSH Capital Advisors LLC2,659$237.9K0.09%−26−1.0%Reduced
Chicago Trust Co NA2,658$237.8K0.05%−814−23.4%Reduced
Premier Path Wealth Partners, LLC2,658$237.8K0.05%+2,658New
Prospera Financial Services Inc2,648$236.9K0.01%−82−3.0%Reduced
Cullen Capital Management LLC2,646$236.7K0.00%00.0%Unchanged
Bellecapital International Ltd.2,624$234.8K0.05%00.0%Unchanged
Brighton Jones LLC2,620$234.4K0.01%−42−1.6%Reduced
Principal Street Partners, LLC2,619$234.3K0.06%−2,551−49.3%Reduced
Anchor Investment Management, LLC2,615$234.0K0.03%00.0%Unchanged
Pinnacle Financial Partners Inc2,615$234.0K0.01%+2,243+603.0%Added
EverSource Wealth Advisors, LLC2,603$232.9K0.02%+493+23.4%Added
Laurel Wealth Advisors LLC2,592$231.9K0.04%−17−0.7%Reduced
Cyndeo Wealth Partners, LLC2,567$229.7K0.02%+27+1.1%Added
Mount Yale Investment Advisors, LLC2,551$228.2K0.02%−776−23.3%Reduced
Cullinan Associates Inc2,550$228.1K0.01%−51−2.0%Reduced
Patriot Financial Group Insurance Agency, LLC2,543$227.5K0.04%−148−5.5%Reduced
Howland Capital Management LLC2,536$226.9K0.01%00.0%Unchanged
Sterling Financial Planning, Inc.2,500$223.7K0.10%+2,500New
Northeast Investment Management2,495$223.2K0.01%−1,086−30.3%Reduced
Great Lakes Advisors, LLC2,488$222.6K0.00%−186−7.0%Reduced
Montis Financial, LLC2,473$221.3K0.13%+2,473New
Wescott Financial Advisory Group, LLC2,458$219.9K0.03%+2,458New
Farmers Trust Co2,450$219.2K0.05%+2,450New
Founders Capital Management, LLC2,450$219.2K0.04%+2,450New
Gratus Capital LLC2,446$218.8K0.01%−72−2.9%Reduced
Lake Street Advisors Group, LLC2,438$218.2K0.01%+2,438New
State of Wyoming2,438$218.1K0.04%−656−21.2%Reduced
Hancock Whitney Corp2,438$218.1K0.01%−101−4.0%Reduced
Adirondack Trust Co2,283$217.6K0.09%−372−14.0%Reduced
Radnor Capital Management, LLC2,423$217.0K0.04%+2,423New
Manning & Napier Group, LLC2,424$216.9K0.00%+2,424New
Charter Oak Capital Management, LLC2,423$216.8K0.03%−87−3.5%Reduced
Colonial Trust Advisors2,422$216.7K0.02%−1,338−35.6%Reduced
Advisory Alpha, LLC2,408$215.5K0.01%+2,408New
Congress Wealth Management LLC2,407$215.4K0.00%+2,407New
Callan Capital, LLC2,400$214.7K0.02%+2,400New
Asset Dedication, LLC2,340$214.0K0.02%−140−5.6%Reduced
Johnson Financial Group, Inc.2,379$212.8K0.01%+2,226+1,454.9%Added
Greenwood Gearhart Inc2,375$212.5K0.02%−141,493−98.3%Reduced
Reynders McVeigh Capital Management, LLC2,373$212.0K0.01%−673−22.1%Reduced
Atlas Private Wealth Management2,366$211.7K0.10%+2,366New
Dorsey & Whitney Trust CO LLC2,364$211.5K0.02%+2,364New
First Citizens Bank & Trust Co2,355$210.7K0.00%−339−12.6%Reduced
Advisor OS, LLC2,352$210.5K0.03%+2,352New
Sentry LLC2,341$209.5K0.04%+2,341New
Headlands Technologies LLC2,341$209.4K0.06%+2,341New
Institute for Wealth Management, LLC.2,337$209.1K0.03%+2,337New
Center For Asset Management LLC2,334$208.8K0.19%+2,334New
Optimum Investment Advisors2,325$208.0K0.10%−475−17.0%Reduced
Pinnacle Wealth Planning Services, Inc.2,322$207.7K0.03%+2,322New
Capital Planning Advisors, LLC2,316$207.2K0.04%+2,316New
Nichols & Pratt Advisers LLP2,315$207.1K0.01%+2,315New
WBI Investments2,312$206.8K0.04%+2,312New
BSW Wealth Partners2,304$206.2K0.04%+2,304New
Mission Wealth Management, LP2,304$206.1K0.01%+2,304New
Sabal Trust CO2,303$206.0K0.01%+2,303New
Middleton & Co Inc2,300$205.8K0.03%+2,300New
Scientech Research LLC2,288$204.8K0.20%+2,288New
Point72 Hong Kong Ltd2,275$203.6K0.01%+2,275New
Cobblestone Capital Advisors LLC2,273$203.4K0.01%+2,273New
Naples Global Advisors, LLC2,265$202.7K0.02%+2,265New
DF Dent & Co Inc2,260$202.2K0.00%+2,260New
Logan Capital Management Inc2,255$201.8K0.01%00.0%Unchanged
Tyche Wealth Partners LLC2,255$201.8K0.05%+2,255New
AJ Advisors, LLC2,247$201.0K0.12%+2,247New
Crestwood Advisors Group LLC2,241$200.5K0.00%+2,241New
Banque Cantonale Vaudoise2,207$197.0K0.01%−3,430−60.8%Reduced
Manchester Capital Management LLC2,161$193.3K0.03%+89+4.3%Added
Arrow Financial Corp2,109$188.7K0.02%−262−11.1%Reduced
GAMMA Investing LLC2,066$182.7K0.05%+2,066New
Farther Finance Advisors, LLC2,021$180.8K0.01%+442+28.0%Added
Mango Five Family, Inc.2,019$180.6K0.07%+2,019New
Wellington Shields & Co., LLC1,914$171.2K0.06%+1,914New
First Financial Corp1,914$171.2K0.09%−50−2.5%Reduced
SYSTM Wealth Solutions LLC1,898$169.8K0.02%−632−25.0%Reduced
Carmichael Hill & Associates, Inc.1,857$166.1K0.07%−74−3.8%Reduced
Grove Bank & Trust1,843$164.9K0.03%−230−11.1%Reduced
Broadwater Capital Management LLC1,822$163.0K0.13%+1,822New
BKM Wealth Management, LLC1,804$161.4K0.07%+1,804New
Smithfield Trust Co1,811$161.0K0.01%00.0%Unchanged
Proequities, Inc.1,781$159.3K0.01%+7+0.4%Added
Larson Financial Group LLC1,753$156.9K0.01%+823+88.5%Added
Massmutual Trust Co FSB1,743$155.9K0.01%+320+22.5%Added