Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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, Q1 2024

Institutional positions in Otis Worldwide Corp as of Mar 31, 2024. 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: 1,202; +28 vs. Q4 2023
Shares held: 350.3M; −3.84M (−1.1%) vs. Q4 2023
Total value: $34.8B; +$3.09B (+9.7%) vs. Q4 2023
New holders: 105; 384 more added
Sold out: 77; 443 more reduced

16 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 1,202 institutions

Value heldQ1 2024: $34.8B

Institutions holding OTIS and their total value by quarter
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, Q1 2024

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q4 2023.

Institutions holding OTIS in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
HBC Financial Services, PLLC	7	$0	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	2	$199	0.00%	−3−60.0%	Reduced
MeadowBrook Investment Advisors LLC	2	$199	0.00%	00.0%	Unchanged
Tfo-TDC, LLC	2	$199	0.00%	00.0%	Unchanged
PSI Advisors, LLC	2	$199	0.00%	00.0%	Unchanged
Jamison Private Wealth Management, Inc.	5	$497	0.00%	+5	New
ClariVest Asset Management LLC	6	$599	0.00%	00.0%	Unchanged
Fairman Group, LLC	8	$794	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	9	$893	0.00%	+9	New
True Wealth Design, LLC	9	$894	0.00%	−24−72.7%	Reduced
NVWM, LLC	10	$993	0.00%	+10	New
Global Trust Asset Management, LLC	11	$1.09K	0.00%	00.0%	Unchanged
Partnership Wealth Management, LLC	12	$1.15K	0.00%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	12	$1.19K	0.00%	00.0%	Unchanged
Guardian Wealth Management, Inc.	13	$1.25K	0.00%	00.0%	Unchanged
Atlas Capital Advisors LLC	14	$1.39K	0.00%	−1,350−99.0%	Reduced
Bogart Wealth, LLC	14	$1.39K	0.00%	−51−78.5%	Reduced
West Paces Advisors Inc.	14	$1.39K	0.00%	−17−54.8%	Reduced
Chilton Capital Management LLC	15	$1.49K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	15	$1.49K	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	15	$1.53K	0.00%	00.0%	Unchanged
Spectrum Wealth Counsel, LLC	16	$1.59K	0.00%	+16	New
Planning Capital Management Corp	17	$1.69K	0.00%	−50−74.6%	Reduced
Valued Wealth Advisors LLC	17	$1.69K	0.00%	00.0%	Unchanged
GoalVest Advisory LLC	18	$1.79K	0.00%	+18	New
Signature Resources Capital Management, LLC	21	$1.88K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	19	$1.89K	0.00%	+19	New
Ogorek Anthony Joseph	23	$2.00K	0.00%	00.0%	Unchanged
Clear Street Markets LLC	20	$2.00K	0.00%	+19+1,900.0%	Added
Northwest Capital Management Inc	23	$2.28K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	23	$2.28K	0.00%	+3+15.0%	Added
Twin Lakes Capital Management, LLC	23	$2.29K	0.00%	00.0%	Unchanged
Clear Point Advisors Inc.	24	$2.38K	0.00%	00.0%	Unchanged
TD Capital Management LLC	24	$2.38K	0.00%	+4+20.0%	Added
DiNuzzo Private Wealth, Inc.	24	$2.38K	0.00%	−1−4.0%	Reduced
Pacific Center for Financial Services	25	$2.48K	0.00%	00.0%	Unchanged
PFS Partners, LLC	26	$2.60K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	27	$2.68K	0.00%	00.0%	Unchanged
Financial Freedom, LLC	27	$2.73K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	28	$2.78K	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	29	$2.88K	0.00%	00.0%	Unchanged
Assetmark, Inc	31	$3.08K	0.00%	−319−91.1%	Reduced
Dunhill Financial, LLC	32	$3.20K	0.00%	+5+18.5%	Added
Cranbrook Wealth Management, LLC	37	$3.67K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	38	$3.77K	0.00%	−38−50.0%	Reduced
SOA Wealth Advisors, LLC.	40	$3.97K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	45	$4.47K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	45	$4.47K	0.00%	00.0%	Unchanged
Hoey Investments, Inc	46	$4.57K	0.00%	00.0%	Unchanged
Peoples Financial Services Corp.	50	$4.96K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	50	$4.96K	0.00%	−100−66.7%	Reduced
Newbridge Financial Services Group, Inc.	50	$4.96K	0.00%	−44−46.8%	Reduced
Lummis Asset Management, LP	50	$4.96K	0.01%	00.0%	Unchanged
BFSG, LLC	50	$4.96K	0.00%	+50	New
Dixon Mitchell Investment Counsel Inc.	50	$4.96K	0.00%	+50	New
Harel Insurance Investments & Financial Services Ltd.	55	$5.00K	0.00%	00.0%	Unchanged
Avion Wealth	50	$5.00K	0.00%	00.0%	Unchanged
Sunbelt Securities, Inc.	52	$5.16K	0.00%	00.0%	Unchanged
Gilliland Jeter Wealth Management LLC	52	$5.16K	0.00%	+52	New
Granite FO LLC	57	$5.32K	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	55	$5.46K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	55	$5.46K	0.00%	00.0%	Unchanged
FSA Wealth Management LLC	57	$5.69K	0.00%	00.0%	Unchanged
Tower View Investment Management & Research LLC	58	$5.73K	0.00%	00.0%	Unchanged
Central Bank & Trust Co	58	$5.76K	0.00%	+58	New
Syntax Research, Inc.	59	$5.86K	0.00%	00.0%	Unchanged
Salomon & Ludwin, LLC	63	$6.25K	0.00%	−18−22.2%	Reduced
WR Wealth Planners, LLC	63	$6.25K	0.00%	+63	New
Creekmur Asset Management LLC	63	$6.29K	0.00%	00.0%	Unchanged
Main Street Group, LTD	65	$6.41K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	67	$6.65K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	69	$6.85K	0.00%	00.0%	Unchanged
Pflug Koory, LLC	84	$6.86K	0.00%	00.0%	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	70	$6.95K	0.01%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	70	$6.95K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	75	$7.00K	0.00%	+10+15.4%	Added
Breakwater Investment Management	72	$7.15K	0.00%	+72	New
Meeder Asset Management Inc	74	$7.35K	0.00%	+74	New
ORG Partners LLC	75	$7.39K	0.01%	+75	New
Mine & Arao Wealth Creation & Management, LLC.	75	$7.45K	0.00%	00.0%	Unchanged
Abound Wealth Management	77	$7.68K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	78	$7.74K	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	80	$7.94K	0.01%	00.0%	Unchanged
Tyler-Stone Wealth Management	86	$8.54K	0.00%	00.0%	Unchanged
Hall Laurie J Trustee	92	$9.00K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	93	$9.23K	0.01%	+2+2.2%	Added
Kiely Wealth Advisory Group, Inc.	100	$9.31K	0.01%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	94	$9.33K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	95	$9.43K	0.00%	+60+171.4%	Added
Aspire Private Capital, LLC	96	$9.53K	0.00%	+10+11.6%	Added
First Personal Financial Services	100	$9.93K	0.00%	00.0%	Unchanged
CKW Financial Group	102	$10.0K	0.00%	−300−74.6%	Reduced
First PREMIER Bank	100	$10.0K	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	107	$10.1K	0.00%	+59+122.9%	Added
DecisionPoint Financial, LLC	110	$10.1K	0.00%	00.0%	Unchanged
Gradient Investments LLC	104	$10.3K	0.00%	−259−71.3%	Reduced
1832 Asset Management L.P.	104	$10.3K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	105	$10.4K	0.00%	00.0%	Unchanged
Transcendent Capital Group LLC	106	$10.5K	0.01%	+106	New
Householder Group Estate & Retirement Specialist, LLC	107	$10.6K	0.00%	00.0%	Unchanged