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 |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 506 | $50.2K | 0.00% | +506 | New |
| Beacon Capital Management, LLC | 516 | $51.2K | 0.01% | −42−7.5% | Reduced |
| Hilltop National Bank | 533 | $52.9K | 0.02% | +533 | New |
| Mascoma Wealth Management LLC | 550 | $54.6K | 0.02% | −50−8.3% | Reduced |
| JNBA Financial Advisors | 553 | $54.9K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 560 | $55.6K | 0.00% | −4,969−89.9% | Reduced |
| Exchange Traded Concepts, LLC | 560 | $55.6K | 0.00% | +429+327.5% | Added |
| Wellington Shields Capital Management, LLC | 566 | $56.2K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 575 | $57.1K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 580 | $57.6K | 0.03% | +580 | New |
| Key Financial Inc | 585 | $58.1K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 586 | $58.2K | 0.03% | +586 | New |
| Monetary Management Group Inc | 596 | $59.2K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 600 | $59.6K | 0.06% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 610 | $60.5K | 0.02% | +3+0.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 612 | $60.8K | 0.02% | −24−3.8% | Reduced |
| Bullock Wealth Management Group | 621 | $61.2K | 0.04% | +621 | New |
| CoreFirst Bank & Trust | 623 | $61.8K | 0.04% | −10−1.6% | Reduced |
| Legacy Bridge, LLC | 625 | $62.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 630 | $62.5K | 0.00% | −891−58.6% | Reduced |
| Acima Private Wealth, LLC | 650 | $64.5K | 0.02% | 00.0% | Unchanged |
| Vima LLC | 783 | $66.1K | 0.08% | +178+29.4% | Added |
| First Community Trust NA | 675 | $67.0K | 0.06% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 682 | $67.7K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 700 | $69.5K | 0.02% | 00.0% | Unchanged |
| Oakmont Corp | 705 | $70.0K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 712 | $70.7K | 0.06% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 716 | $71.1K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 723 | $71.8K | 0.02% | −50−6.5% | Reduced |
| Johnson Financial Group, Inc. | 729 | $72.4K | 0.00% | −1,650−69.4% | Reduced |
| Carolinas Wealth Consulting LLC | 729 | $72.4K | 0.01% | −3,241−81.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 732 | $72.7K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 735 | $73.0K | 0.00% | +5+0.7% | Added |
| Pacifica Partners Inc. | 741 | $73.3K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 757 | $75.1K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 767 | $76.1K | 0.00% | +767 | New |
| Park Place Capital Corp | 786 | $78.0K | 0.03% | −748−48.8% | Reduced |
| Quarry LP | 797 | $79.1K | 0.03% | +134+20.2% | Added |
| Veritas Investment Partners (UK) Ltd. | 800 | $79.4K | 0.00% | −3,245−80.2% | Reduced |
| RFP Financial Group LLC | 800 | $79.4K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 820 | $81.4K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 825 | $81.9K | 0.01% | −175−17.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 822 | $82.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 833 | $82.7K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 845 | $83.9K | 0.01% | −55−6.1% | Reduced |
| Piscataqua Savings Bank | 857 | $85.1K | 0.08% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 872 | $86.6K | 0.01% | +46+5.6% | Added |
| Walleye Trading LLC | 891 | $88.5K | 0.00% | −28,125−96.9% | Reduced |
| Independence Bank of Kentucky | 901 | $89.4K | 0.03% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 995 | $90.7K | 0.02% | +995 | New |
| CVA Family Office, LLC | 927 | $92.0K | 0.02% | +5+0.5% | Added |
| JFS Wealth Advisors, LLC | 934 | $92.7K | 0.01% | +56+6.4% | Added |
| Jones Financial Companies LLLP | 942 | $93.5K | 0.00% | +849+912.9% | Added |
| Hanson & Doremus Investment Management | 947 | $94.0K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 947 | $94.0K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 955 | $94.8K | 0.02% | +12+1.3% | Added |
| MV Capital Management, Inc. | 963 | $95.6K | 0.01% | −34−3.4% | Reduced |
| Eagle Bay Advisors LLC | 971 | $96.3K | 0.06% | +35+3.7% | Added |
| SYSTM Wealth Solutions LLC | 987 | $98.0K | 0.01% | −911−48.0% | Reduced |
| Spire Wealth Management | 992 | $98.5K | 0.00% | +60+6.4% | Added |
| FinTrust Capital Advisors, LLC | 998 | $99.1K | 0.02% | +20+2.0% | Added |
| Atlantic Trust, LLC | 1,018 | $101.0K | 0.03% | +135+15.3% | Added |
| Gen-Wealth Partners Inc | 1,025 | $101.8K | 0.05% | +1,025 | New |
| Cherry Tree Wealth Management, LLC | 1,029 | $102.1K | 0.03% | 00.0% | Unchanged |
| City State Bank | 1,048 | $104.0K | 0.05% | −34−3.1% | Reduced |
| Kessler Investment Group, LLC | 1,059 | $105.1K | 0.07% | −112−9.6% | Reduced |
| Ulland Investment Advisors, LLC | 1,071 | $106.0K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 1,090 | $108.0K | 0.07% | +80+7.9% | Added |
| Farther Finance Advisors, LLC | 1,109 | $109.4K | 0.01% | −912−45.1% | Reduced |
| Geneos Wealth Management Inc. | 1,126 | $111.8K | 0.01% | +18+1.6% | Added |
| Hazlett, Burt & Watson, Inc. | 1,135 | $112.0K | 0.07% | +1+0.1% | Added |
| Estabrook Capital Management | 1,146 | $113.8K | 0.02% | −120−9.5% | Reduced |
| Bangor Savings Bank | 1,174 | $116.5K | 0.01% | −325−21.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,177 | $116.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,181 | $117.2K | 0.04% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,185 | $117.6K | 0.03% | +1,185 | New |
| Alta Advisers Ltd | 1,200 | $119.1K | 0.06% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,205 | $119.6K | 0.01% | −1,050−46.6% | Reduced |
| Stephenson National Bank & Trust | 1,261 | $125.2K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,318 | $130.8K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,319 | $130.9K | 0.02% | +1,319 | New |
| AllSquare Wealth Management LLC | 1,350 | $134.0K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,358 | $134.9K | 0.02% | +97+7.7% | Added |
| Caldwell Sutter Capital, Inc. | 1,366 | $135.6K | 0.07% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,400 | $139.0K | 0.04% | +1,400 | New |
| Global Retirement Partners, LLC | 1,410 | $140.0K | 0.01% | +210+17.5% | Added |
| Acropolis Investment Management, LLC | 1,439 | $142.8K | 0.01% | −26−1.8% | Reduced |
| GeoWealth Management, LLC | 1,444 | $143.3K | 0.01% | +1,444 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,505 | $149.0K | 0.06% | −33−2.1% | Reduced |
| IFP Advisors, Inc | 1,537 | $152.6K | 0.01% | −106−6.5% | Reduced |
| Bank of New Hampshire | 1,565 | $155.4K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,625 | $161.3K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,655 | $164.3K | 0.02% | −80−4.6% | Reduced |
| Deseret Mutual Benefit Administrators | 1,680 | $166.8K | 0.08% | +36+2.2% | Added |
| First Financial Corp | 1,699 | $168.7K | 0.09% | −215−11.2% | Reduced |
| Proequities, Inc. | 1,699 | $168.7K | 0.01% | −82−4.6% | Reduced |
| BKM Wealth Management, LLC | 1,754 | $174.1K | 0.07% | −50−2.8% | Reduced |
| Smithfield Trust Co | 1,811 | $179.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,807 | $179.4K | 0.07% | −50−2.7% | Reduced |
| Broadwater Capital Management LLC | 1,822 | $180.9K | 0.14% | 00.0% | Unchanged |