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 |
|---|---|---|---|---|---|
| Sachetta, LLC | 121 | $10.8K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 110 | $10.9K | 0.01% | 00.0% | Unchanged |
| Raelipskie Partnership | 114 | $11.3K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 118 | $11.7K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 120 | $11.9K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 113 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 125 | $12.4K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 133 | $13.2K | 0.01% | +133 | New |
| Creative Financial Designs Inc | 136 | $13.5K | 0.00% | −30−18.1% | Reduced |
| Core Alternative Capital | 139 | $13.8K | 0.00% | −136−49.5% | Reduced |
| Financial Management Professionals, Inc. | 145 | $14.0K | 0.00% | +14+10.7% | Added |
| FSC Wealth Advisors, LLC | 144 | $14.3K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 150 | $14.9K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 150 | $14.9K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 164 | $15.7K | 0.01% | +2+1.2% | Added |
| GW&K Investment Management, LLC | 163 | $16.0K | 0.00% | −1−0.6% | Reduced |
| TSFG, LLC | 163 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 162 | $16.1K | 0.00% | −3−1.8% | Reduced |
| Rise Advisors, LLC | 162 | $16.1K | 0.01% | +155+2,214.3% | Added |
| Clean Yield Group | 164 | $16.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 164 | $16.3K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 167 | $16.6K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 171 | $17.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 172 | $17.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 178 | $17.7K | 0.00% | −162−47.6% | Reduced |
| Financial Perspectives, Inc | 180 | $17.9K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 188 | $18.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 192 | $19.1K | 0.00% | −56−22.6% | Reduced |
| Highlander Capital Management, LLC | 196 | $19.5K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 198 | $19.7K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 199 | $19.8K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $19.9K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 197 | $20.0K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 206 | $20.4K | 0.00% | +206 | New |
| Glen Eagle Advisors, LLC | 208 | $20.7K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 212 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 217 | $21.5K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 217 | $22.0K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 222 | $22.0K | 0.00% | +68+44.2% | Added |
| Armstrong Advisory Group, Inc | 247 | $22.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 227 | $22.5K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $22.8K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 235 | $23.0K | 0.00% | −143−37.8% | Reduced |
| West Branch Capital LLC | 232 | $23.0K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 235 | $23.2K | 0.00% | +235 | New |
| Osterweis Capital Management Inc | 250 | $24.8K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $24.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 250 | $24.8K | 0.00% | +14+5.9% | Added |
| Plante Moran Financial Advisors, LLC | 251 | $24.9K | 0.00% | +75+42.6% | Added |
| Front Row Advisors LLC | 254 | $25.2K | 0.01% | +174+217.5% | Added |
| Altshuler Shaham Ltd | 254 | $25.2K | 0.00% | +254 | New |
| Costello Asset Management, INC | 262 | $26.0K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 266 | $26.4K | 0.01% | +1+0.4% | Added |
| Kelly Financial Services LLC | 267 | $26.5K | 0.01% | +1+0.4% | Added |
| SJS Investment Consulting Inc. | 270 | $26.8K | 0.01% | +1+0.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 275 | $27.0K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 336 | $28.4K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 291 | $28.9K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 105 | $29.0K | 0.01% | +87+483.3% | Added |
| United Community Bank | 300 | $29.8K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 300 | $29.8K | 0.02% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 311 | $30.9K | 0.02% | +311 | New |
| Hantz Financial Services, Inc. | 317 | $31.0K | 0.00% | −59−15.7% | Reduced |
| Criterion Capital Advisors, LLC | 314 | $31.1K | 0.02% | −236−42.9% | Reduced |
| Intelligent Financial Strategies | 316 | $31.4K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 320 | $31.8K | 0.01% | −50−13.5% | Reduced |
| Oakworth Capital, Inc. | 324 | $32.2K | 0.00% | −92−22.1% | Reduced |
| Atticus Wealth Management, LLC | 324 | $32.2K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 335 | $33.3K | 0.05% | 00.0% | Unchanged |
| Laffer Tengler Investments | 335 | $33.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 345 | $34.2K | 0.01% | −41−10.6% | Reduced |
| Smartleaf Asset Management LLC | 344 | $34.4K | 0.01% | +237+221.5% | Added |
| Bray Capital Advisors | 350 | $34.7K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 350 | $34.7K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 353 | $34.8K | 0.03% | −54−13.3% | Reduced |
| Cornerstone Planning Group LLC | 384 | $35.4K | 0.01% | −99−20.5% | Reduced |
| Continuum Advisory, LLC | 378 | $36.3K | 0.01% | +378 | New |
| JJJ Advisors Inc. | 370 | $36.7K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 375 | $37.2K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 389 | $38.6K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 393 | $39.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 394 | $39.2K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 397 | $39.4K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 398 | $39.5K | 0.01% | −11−2.7% | Reduced |
| TFC Financial Management | 399 | $39.6K | 0.01% | +2+0.5% | Added |
| Community Bank, N.A. | 400 | $39.7K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 400 | $39.7K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 405 | $40.2K | 0.01% | +405 | New |
| Motco | 416 | $41.3K | 0.00% | +50+13.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 424 | $42.1K | 0.02% | +220+107.8% | Added |
| SRS Capital Advisors, Inc. | 425 | $42.2K | 0.00% | +6+1.4% | Added |
| CNB Bank | 429 | $42.6K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 436 | $43.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 437 | $43.4K | 0.01% | −78−15.1% | Reduced |
| Indiana Trust & Investment Management CO | 440 | $43.7K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 478 | $47.0K | 0.01% | −42−8.1% | Reduced |
| Resources Management Corp | 491 | $49.0K | 0.01% | +46+10.3% | Added |
| Missouri Trust & Investment Co | 495 | $49.1K | 0.02% | −250−33.6% | Reduced |
| First Command Advisory Services, Inc. | 495 | $49.1K | 0.00% | +47+10.5% | Added |