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Livermore
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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.

Q1 2024 vs. Q4 2023

How the institutions holding Otis Worldwide Corp changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of OTIS: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders1,190161,202+28
Shares356.7M2.55M350.3M−3.84M (−1.1%)
Value$31.9B$227.9M$34.8B+$3.09B (+9.7%)

16 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (105)

Institutions that held Otis Worldwide Corp at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 105 by value.

Institutions new to OTIS in Q1 2024
InstitutionSharesValue% of portfolio
Canoe Financial LP1,018,485$101.1M1.67%
Danske Bank A/S247,281$24.5M0.08%
Resona Asset Management Co.,Ltd.138,633$13.8M0.08%
Jump Financial, LLC88,719$8.81M0.24%
Advisors Preferred, LLC84,652$8.34M1.41%
BTC Capital Management, Inc.58,772$5.83M0.53%
Occudo Quantitative Strategies LP48,793$4.84M0.85%
BNP Paribas47,125$4.51M0.21%
Credential Qtrade Securities Inc.42,946$4.26M0.23%
Exchange Capital Management, Inc.43,465$4.24M0.69%
Natixis37,492$3.72M0.02%
Marshall Wace, LLP33,369$3.31M0.01%
D L Carlson Investment Group Inc31,376$3.11M0.61%
Pictet North America Advisors SA29,129$2.89M0.32%
Roundview Capital LLC28,729$2.85M0.23%
LRI Investments, LLC28,276$2.81M0.71%
Capital Fund Management S.A.27,770$2.76M0.03%
Trivant Custom Portfolio Group, LLC23,043$2.29M1.46%
TrimTabs Asset Management, LLC19,346$1.92M0.48%
Zurich Insurance Group Ltd18,200$1.81M0.02%
Investment Research & Advisory Group, Inc.17,649$1.75M0.81%
Caxton Associates LP16,728$1.66M0.11%
Walleye Capital LLC13,072$1.30M0.01%
XTX Topco Ltd11,804$1.17M0.16%
Eventide Asset Management, LLC10,189$1.01M0.02%
Brevan Howard Capital Management LP10,042$996.9K0.09%
Sciencast Management LP9,876$980.4K0.60%
Simplicity Wealth,LLC9,711$964.0K0.02%
Diversify Advisory Services, LLC9,064$893.4K0.05%
Fox Run Management, L.L.C.8,598$853.5K0.18%
Summit Trail Advisors, LLC8,568$850.6K0.02%
Moneta Group Investment Advisors LLC5,764$572.2K0.01%
Stonehage Fleming Financial Services Holdings Ltd6,170$512.9K0.03%
Bryn Mawr Trust Co4,442$441.0K0.02%
Aigen Investment Management, LP4,067$403.7K0.09%
Blueshift Asset Management, LLC3,784$375.6K0.20%
QSV Equity Investors LLC3,767$373.9K0.36%
Traphagen Investment Advisors LLC3,720$362.8K0.04%
AlTi Global, Inc.3,444$341.9K0.01%
PFG Investments, LLC3,404$337.9K0.02%
Stonebridge Capital Advisors LLC3,343$331.9K0.03%
Morningstar Investment Services LLC3,259$325.0K0.00%
Lowe Brockenbrough & Co Inc3,124$310.1K0.02%
Keynote Financial Services LLC3,050$302.8K0.25%
Connor, Clark & Lunn Investment Management Ltd.3,000$297.8K0.00%
Change Path, LLC2,904$288.0K0.01%
ZWJ Investment Counsel Inc2,854$283.3K0.01%
Brookstone Capital Management2,587$256.8K0.00%
Rehmann Capital Advisory Group2,550$253.2K0.02%
Aprio Wealth Management, LLC2,496$247.8K0.05%
Capstone Investment Advisors, LLC2,386$236.9K0.00%
Hartline Investment Corp2,252$223.6K0.04%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,252$223.6K0.04%
Procyon Private Wealth Partners, LLC2,189$217.3K0.02%
Leavell Investment Management, Inc.2,157$214.0K0.01%
Pavion Blue Capital, LLC2,151$213.5K0.11%
Financial Counselors Inc2,131$211.5K0.00%
Coldstream Capital Management Inc2,128$211.2K0.01%
Bennett Selby Investments LP2,124$210.8K0.10%
Integrated Advisors Network LLC2,121$210.6K0.01%
David Loasby2,112$209.3K0.02%
Hall Capital Management Co Inc2,100$208.5K0.10%
FourThought Financial Partners, LLC2,095$208.0K0.02%
US Financial Advisors, LLC2,094$207.9K0.07%
Haverford Trust Co2,076$206.1K0.00%
Conning Inc.2,055$204.0K0.01%
Buckingham Strategic Partners2,037$202.2K0.01%
Childress Capital Advisors, LLC2,020$200.5K0.06%
Savoie Capital LLC2,019$200.4K0.03%
nVerses Capital, LLC2,000$198.5K0.48%
Mather Group, LLC.2,031$181.7K0.00%
GeoWealth Management, LLC1,444$143.3K0.01%
Catalyst Funds Management Pty Ltd1,400$139.0K0.04%
Crewe Advisors LLC1,319$130.9K0.02%
Fernwood Investment Management, LLC1,185$117.6K0.03%
Gen-Wealth Partners Inc1,025$101.8K0.05%
FRG Family Wealth Advisors LLC995$90.7K0.02%
CoreCap Advisors, LLC767$76.1K0.00%
Bullock Wealth Management Group621$61.2K0.04%
Ransom Advisory, Ltd586$58.2K0.03%
Register Financial Advisors LLC580$57.6K0.03%
Hilltop National Bank533$52.9K0.02%
Optiver Holding B.V.506$50.2K0.00%
Northwest Investment Counselors, LLC405$40.2K0.01%
Continuum Advisory, LLC378$36.3K0.01%
LifeSteps Financial, Inc.311$30.9K0.02%
Altshuler Shaham Ltd254$25.2K0.00%
Central Pacific Bank - Trust Division235$23.2K0.00%
Palisade Asset Management, LLC206$20.4K0.00%
New Covenant Trust Company, N.A.133$13.2K0.01%
Transcendent Capital Group LLC106$10.5K0.01%
ORG Partners LLC75$7.39K0.01%
Meeder Asset Management Inc74$7.35K0.00%
Breakwater Investment Management72$7.15K0.00%
WR Wealth Planners, LLC63$6.25K0.00%
Central Bank & Trust Co58$5.76K0.00%
Gilliland Jeter Wealth Management LLC52$5.16K0.00%
BFSG, LLC50$4.96K0.00%
Dixon Mitchell Investment Counsel Inc.50$4.96K0.00%
Redmont Wealth Advisors LLC19$1.89K0.00%

Sold out (77)

Institutions that held Otis Worldwide Corp at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of OTIS in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Clean Energy Transition LLP339,075$30.3M
Longbow Finance SA82,034$7.34M
BNP Paribas Arbitrage, SA46,982$4.20M
Granite Bay Wealth Management, LLC50,400$4.19M
Aquatic Capital Management LLC36,400$3.26M
Edgestream Partners, L.P.34,526$3.09M
M Holdings Securities, Inc.28,548$2.55M
Qsemble Capital Management, LP25,707$2.30M
Adage Capital Partners GP, L.L.C.22,586$2.02M
Cetera Advisor Networks LLC20,704$1.85M
ClearAlpha Technologies LP18,431$1.65M
PEAK6 Investments LLC13,511$1.21M
Cetera Advisors LLC13,068$1.17M
Smith, Salley & Associates12,437$1.11M
Pearl River Capital, LLC11,895$1.06M
FJ Investments, LLC10,746$961.4K
Seven Eight Capital, LP10,530$942.1K
GTS Securities LLC9,052$809.9K
First Hawaiian Bank7,748$693.2K
Centiva Capital, LP7,655$684.9K
Stevens Capital Management LP7,555$676.0K
AE Wealth Management LLC7,607$674.2K
Curated Wealth Partners LLC7,493$670.4K
Prelude Capital Management, LLC5,986$535.6K
Keebeck Alpha, LP5,986$535.6K
Simplex Trading, LLC5,059$452.0K
Gifford Fong Associates5,000$447.0K
Balyasny Asset Management LLC4,514$403.9K
Schechter Investment Advisors, LLC3,607$322.7K
Papp L Roy & Associates3,431$307.0K
Security National Bank3,226$288.6K
Scissortail Wealth Management, LLC3,229$288.4K
Fukoku Mutual Life Insurance Co3,191$285.5K
Meridian Wealth Management, LLC3,146$281.4K
Fulton Bank, N.A.3,062$274.0K
Colonial River Wealth Management, LLC2,831$253.3K
Avantax Planning Partners, Inc.2,809$251.3K
Two Sigma Securities, LLC2,761$247.0K
Erste Asset Management GmbH2,701$242.2K
Stratos Wealth Advisors, LLC2,705$242.1K
Cullen Capital Management LLC2,646$236.7K
Mount Yale Investment Advisors, LLC2,551$228.2K
Cullinan Associates Inc2,550$228.1K
Congress Wealth Management LLC2,407$215.4K
Headlands Technologies LLC2,341$209.4K
Center For Asset Management LLC2,334$208.8K
Nichols & Pratt Advisers LLP2,315$207.1K
Middleton & Co Inc2,300$205.8K
Scientech Research LLC2,288$204.8K
Point72 Hong Kong Ltd2,275$203.6K
Banque Cantonale Vaudoise2,207$197.0K
Rockbridge Investment Management, LCC855$76.5K
Glassman Wealth Services803$71.8K
Dividend Assets Capital, LLC775$69.0K
EntryPoint Capital, LLC452$40.4K
Cutler Group LP400$35.0K
Turtle Creek Wealth Advisors, LLC315$28.2K
Planned Solutions, Inc.186$16.6K
Northwest Financial Advisors180$16.1K
Fairfield, Bush & Co.171$15.3K
Level Financial Advisors, Inc.160$14.3K
Thompson Siegel & Walmsley LLC139$12.0K
McGlone Suttner Wealth Management, Inc.133$11.9K
Nordwand Advisors, LLC130$11.6K
Garner Asset Management Corp119$10.8K
Focused Wealth Management, Inc84$7.48K
Tradition Wealth Management, LLC75$7.00K
Rogco, LP50$4.47K
Country Trust Bank23$2.06K
ICA Group Wealth Management, LLC18$1.61K
Godsey & Gibb Associates14$1.30K
Arlington Trust Co LLC14$1.25K
Tennessee Valley Asset Management Partners12$1.07K
New Millennium Group LLC9$805
Wolff Wiese Magana LLC8$716
Livelsberger Financial Advisory4$372
Ables, Iannone, Moore & Associates, Inc.2$179

Not filed for Q1 2024 yet (16)

Institutions that held Otis Worldwide Corp at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTIS in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC2,409,345$215.6M
Financial Advisors Network, Inc.40,389$3.61M
Aware Super Pty Ltd as trustee of Aware Super26,331$2.30M
Desjardins Global Asset Management Inc.21,194$1.90M
Bartlett & Co. LLC11,100$995.0K
Sawtooth Solutions, LLC9,609$859.8K
DFPG Investments, LLC8,954$784.9K
Lee Danner & Bass Inc8,444$755.0K
Traverso Chambers Private Wealth Management, LLC4,086$365.6K
Focus Financial Network Inc3,483$311.6K
Wade G W & Inc2,856$256.0K
Baystate Wealth Management LLC964$86.3K
Coppell Advisory Solutions LLC592$53.0K
Hobbs Group Advisors, LLC203$18.2K
Nalls Sherbakoff Group, LLC150$13.4K
Provence Wealth Management Group48$4.29K