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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 34,736,141 | $3.45B | 0.08% | −255,191−0.7% | Reduced |
| Vanguard Group Inc | 45,237,448 | $4.49B | 0.09% | −535,910−1.2% | Reduced |
| Clean Energy Transition LLP | 0 | $0 | 0.00% | −339,075−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −82,034−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −46,982−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −50,400−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −36,400−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −34,526−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −28,548−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −25,707−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −22,586−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −20,704−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −18,431−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −13,511−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −13,068−100.0% | Sold out |
| Smith, Salley & Associates | 0 | $0 | 0.00% | −12,437−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −11,895−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −10,746−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −10,530−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −9,052−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −7,748−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,655−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −7,555−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −7,607−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −7,493−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,986−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −5,986−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,059−100.0% | Sold out |
| Gifford Fong Associates | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,514−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −3,607−100.0% | Sold out |
| Papp L Roy & Associates | 0 | $0 | 0.00% | −3,431−100.0% | Sold out |
| Security National Bank | 0 | $0 | 0.00% | −3,226−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −3,229−100.0% | Sold out |
| Fukoku Mutual Life Insurance Co | 0 | $0 | 0.00% | −3,191−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −3,146−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −3,062−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −2,831−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −2,809−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,761−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −2,701−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,705−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −2,646−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −2,551−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −2,407−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −2,334−100.0% | Sold out |
| Nichols & Pratt Advisers LLP | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| Middleton & Co Inc | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,288−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,275−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −2,207−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Level Financial Advisors, Inc. | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Nordwand Advisors, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Rogco, LP | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Livelsberger Financial Advisory | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Ables, Iannone, Moore & Associates, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Financial Advisors Network, Inc. | – | – | – | – | Not filed |
| Aware Super Pty Ltd as trustee of Aware Super | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Lee Danner & Bass Inc | – | – | – | – | Not filed |
| Traverso Chambers Private Wealth Management, LLC | – | – | – | – | Not filed |
| Focus Financial Network Inc | – | – | – | – | Not filed |
| Wade G W & Inc | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |
| Hobbs Group Advisors, LLC | – | – | – | – | Not filed |
| Nalls Sherbakoff Group, LLC | – | – | – | – | Not filed |
| Provence Wealth Management Group | – | – | – | – | Not filed |