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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 2,695 | $267.5K | 0.05% | +629+30.4% | Added |
| Premier Path Wealth Partners, LLC | 2,697 | $267.7K | 0.05% | +39+1.5% | Added |
| First City Capital Management, Inc. | 2,700 | $268.0K | 0.15% | −1,375−33.7% | Reduced |
| Essex Savings Bank | 2,997 | $268.1K | 0.08% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,725 | $270.5K | 0.01% | −16−0.6% | Reduced |
| Sentinel Trust Co Lba | 2,750 | $273.0K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,753 | $273.0K | 0.01% | −434−13.6% | Reduced |
| Colonial Trust Co | 2,759 | $273.9K | 0.05% | −142−4.9% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $274.5K | 0.27% | 00.0% | Unchanged |
| Spinnaker Trust | 2,770 | $275.0K | 0.02% | −240−8.0% | Reduced |
| Sky Investment Group LLC | 2,790 | $277.0K | 0.05% | −150−5.1% | Reduced |
| Clarius Group, LLC | 2,803 | $278.3K | 0.02% | −316−10.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,809 | $278.8K | 0.07% | −44−1.5% | Reduced |
| Ancora Advisors, LLC | 2,844 | $282.3K | 0.01% | +10.0% | Added |
| ZWJ Investment Counsel Inc | 2,854 | $283.3K | 0.01% | +2,854 | New |
| Forbes J M & Co LLP | 2,856 | $283.5K | 0.03% | −122−4.1% | Reduced |
| CAPROCK Group, Inc. | 2,878 | $285.7K | 0.02% | −1,809−38.6% | Reduced |
| Founders Financial Securities LLC | 2,878 | $285.7K | 0.03% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 2,882 | $286.1K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,890 | $286.9K | 0.00% | −374−11.5% | Reduced |
| Change Path, LLC | 2,904 | $288.0K | 0.01% | +2,904 | New |
| South State Corp. | 2,910 | $288.9K | 0.02% | −333−10.3% | Reduced |
| Signature Wealth Management Partners, LLC | 2,910 | $288.9K | 0.24% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,921 | $290.0K | 0.03% | −174−5.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,930 | $290.9K | 0.03% | −1,965−40.1% | Reduced |
| New England Capital Financial Advisors LLC | 2,937 | $291.6K | 0.16% | +7+0.2% | Added |
| Douglas Lane & Associates, LLC | 2,946 | $292.4K | 0.00% | −239−7.5% | Reduced |
| LCM Capital Management Inc | 2,949 | $292.7K | 0.19% | −3−0.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,950 | $292.8K | 0.02% | −211−6.7% | Reduced |
| MEMBERS Trust Co | 2,956 | $293.4K | 0.01% | −477−13.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,983 | $296.1K | 0.01% | −44−1.5% | Reduced |
| Fielder Capital Group LLC | 2,987 | $296.5K | 0.13% | +29+1.0% | Added |
| S.A. Mason LLC | 2,990 | $296.8K | 0.18% | +10.0% | Added |
| Riverwater Partners LLC | 2,996 | $297.4K | 0.22% | −33−1.1% | Reduced |
| St. Louis Trust Co | 3,000 | $297.8K | 0.05% | −277−8.5% | Reduced |
| Systematic Financial Management LP | 3,000 | $297.8K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $297.8K | 0.07% | 00.0% | Unchanged |
| General Partner, Inc. | 3,000 | $297.8K | 0.19% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 3,000 | $297.8K | 0.00% | +3,000 | New |
| Principal Street Partners, LLC | 3,074 | $298.5K | 0.06% | +455+17.4% | Added |
| Courier Capital LLC | 3,015 | $299.3K | 0.02% | −724−19.4% | Reduced |
| Stock Yards Bank & Trust Co | 3,016 | $299.4K | 0.01% | −32−1.0% | Reduced |
| Hilltop Holdings Inc. | 3,020 | $299.8K | 0.03% | +157+5.5% | Added |
| St Germain D J Co Inc | 3,031 | $300.9K | 0.01% | −20−0.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,035 | $301.3K | 0.03% | −24−0.8% | Reduced |
| Keynote Financial Services LLC | 3,050 | $302.8K | 0.25% | +3,050 | New |
| Centaurus Financial, Inc. | 3,052 | $303.0K | 0.02% | −299−8.9% | Reduced |
| Ritholtz Wealth Management | 3,112 | $308.9K | 0.01% | +409+15.1% | Added |
| Enterprise Financial Services Corp | 3,113 | $309.0K | 0.19% | −335−9.7% | Reduced |
| Ramirez Asset Management, Inc. | 3,121 | $309.8K | 0.06% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 3,124 | $310.1K | 0.02% | +3,124 | New |
| Tiemann Investment Advisors, LLC | 3,134 | $311.1K | 0.14% | +35+1.1% | Added |
| Institutional & Family Asset Management, LLC | 3,160 | $313.7K | 0.05% | 00.0% | Unchanged |
| Old National Bancorp | 3,174 | $315.1K | 0.01% | −1,739−35.4% | Reduced |
| Advisory Services Network, LLC | 3,193 | $317.0K | 0.01% | +170+5.6% | Added |
| BSW Wealth Partners | 3,200 | $317.6K | 0.05% | +896+38.9% | Added |
| Donaldson Capital Management, LLC | 3,227 | $320.3K | 0.01% | −72−2.2% | Reduced |
| KCM Investment Advisors LLC | 3,227 | $320.3K | 0.01% | −64−1.9% | Reduced |
| Nomura Holdings Inc | 3,237 | $321.3K | 0.00% | −47,829−93.7% | Reduced |
| TCTC Holdings, LLC | 3,253 | $322.9K | 0.01% | −250−7.1% | Reduced |
| Morningstar Investment Services LLC | 3,259 | $325.0K | 0.00% | +3,259 | New |
| Resonant Capital Advisors, LLC | 3,276 | $325.2K | 0.03% | +63+2.0% | Added |
| Aptus Capital Advisors, LLC | 3,303 | $327.9K | 0.01% | +563+20.5% | Added |
| Flagship Harbor Advisors, LLC | 3,312 | $328.8K | 0.02% | −142−4.1% | Reduced |
| McDonald Partners LLC | 3,323 | $329.8K | 0.09% | −140−4.0% | Reduced |
| Defined Wealth Management, LLC | 3,337 | $331.3K | 0.24% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,343 | $331.9K | 0.03% | +3,343 | New |
| Oak Thistle LLC | 3,382 | $335.7K | 0.30% | −15,413−82.0% | Reduced |
| Telos Capital Management, Inc. | 3,384 | $335.9K | 0.04% | −353−9.4% | Reduced |
| NewEdge Wealth, LLC | 3,661 | $336.0K | 0.01% | −141−3.7% | Reduced |
| Farmers National Bank | 3,395 | $337.0K | 0.10% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,404 | $337.9K | 0.02% | +3,404 | New |
| Country Club Bank | 3,415 | $339.0K | 0.02% | −255−6.9% | Reduced |
| Bard Financial Services, Inc. | 3,420 | $339.5K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,421 | $339.6K | 0.12% | −53−1.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,423 | $339.8K | 0.04% | +48+1.4% | Added |
| Boyd Watterson Asset Management LLC | 3,427 | $340.2K | 0.12% | +172+5.3% | Added |
| AlTi Global, Inc. | 3,444 | $341.9K | 0.01% | +3,444 | New |
| NTV Asset Management LLC | 3,448 | $342.3K | 0.05% | +62+1.8% | Added |
| Tower Bridge Advisors | 3,458 | $343.3K | 0.03% | −1,500−30.3% | Reduced |
| First Horizon Advisors, Inc. | 3,469 | $344.4K | 0.01% | +278+8.7% | Added |
| Americana Partners, LLC | 3,477 | $345.2K | 0.03% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 3,523 | $349.7K | 0.22% | +15+0.4% | Added |
| Symmetry Partners, LLC | 3,524 | $350.0K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,535 | $350.9K | 0.02% | −305−7.9% | Reduced |
| First Foundation Advisors | 3,536 | $351.0K | 0.01% | +41+1.2% | Added |
| Washington Trust Co | 3,538 | $351.2K | 0.01% | −58−1.6% | Reduced |
| Fidelis Capital Partners, LLC | 3,544 | $351.8K | 0.05% | +201+6.0% | Added |
| Fruth Investment Management | 3,553 | $352.0K | 0.09% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,547 | $352.1K | 0.07% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 3,567 | $354.1K | 0.01% | −200−5.3% | Reduced |
| First Affirmative Financial Network | 3,576 | $355.0K | 0.26% | −122−3.3% | Reduced |
| Northwest Bancshares, Inc. | 3,581 | $355.5K | 0.06% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 3,584 | $355.8K | 0.10% | +333+10.2% | Added |
| First Citizens Bank & Trust Co | 3,630 | $360.4K | 0.01% | +1,275+54.1% | Added |
| Kinneret Advisory, LLC | 3,634 | $360.7K | 0.04% | −11−0.3% | Reduced |
| Traphagen Investment Advisors LLC | 3,720 | $362.8K | 0.04% | +3,720 | New |
| City Holding Co | 3,668 | $364.1K | 0.05% | −365−9.1% | Reduced |
| Bragg Financial Advisors, Inc | 3,683 | $365.6K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,689 | $366.2K | 0.03% | −20−0.5% | Reduced |