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 |
|---|---|---|---|---|---|
| Financial Advisory Group | 3,711 | $368.4K | 0.06% | 00.0% | Unchanged |
| CX Institutional | 3,726 | $369.9K | 0.02% | −41−1.1% | Reduced |
| Gamco Investors, Inc. Et Al | 3,746 | $371.9K | 0.00% | −100−2.6% | Reduced |
| QSV Equity Investors LLC | 3,767 | $373.9K | 0.36% | +3,767 | New |
| Foster & Motley Inc | 3,770 | $374.0K | 0.03% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 3,776 | $374.8K | 0.36% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,776 | $374.9K | 0.04% | −215−5.4% | Reduced |
| Blueshift Asset Management, LLC | 3,784 | $375.6K | 0.20% | +3,784 | New |
| GYL Financial Synergies, LLC | 3,812 | $378.4K | 0.03% | −13−0.3% | Reduced |
| Chemung Canal Trust Co | 3,815 | $378.7K | 0.07% | +33+0.9% | Added |
| Dynamic Advisor Solutions LLC | 3,824 | $379.6K | 0.01% | +170+4.7% | Added |
| Patten & Patten Inc | 3,843 | $381.5K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,877 | $384.9K | 0.03% | +2,124+121.2% | Added |
| First Western Trust Bank | 3,900 | $387.2K | 0.02% | −37−0.9% | Reduced |
| Rothschild Investment LLC | 3,930 | $390.1K | 0.03% | +60+1.6% | Added |
| Aberdeen Wealth Management LLC | 3,974 | $394.5K | 0.23% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,974 | $394.5K | 0.01% | +27+0.7% | Added |
| Sigma Planning Corp | 3,983 | $395.4K | 0.01% | +921+30.1% | Added |
| Graypoint LLC | 3,987 | $395.7K | 0.03% | −23−0.6% | Reduced |
| Intrua Financial, LLC | 3,990 | $396.1K | 0.06% | +249+6.7% | Added |
| Invesco, LLC | 4,008 | $397.9K | 0.17% | −61−1.5% | Reduced |
| Atwood & Palmer Inc | 4,025 | $399.6K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,066 | $403.6K | 0.01% | −2,053−33.6% | Reduced |
| Aigen Investment Management, LP | 4,067 | $403.7K | 0.09% | +4,067 | New |
| IHT Wealth Management, LLC | 4,077 | $404.7K | 0.02% | +15+0.4% | Added |
| Fiduciary Group LLC | 4,086 | $405.6K | 0.04% | +125+3.2% | Added |
| Kraematon Investment Advisors, Inc | 4,094 | $406.5K | 0.41% | −149−3.5% | Reduced |
| Clearstead Advisors, LLC | 4,224 | $408.0K | 0.02% | −294−6.5% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,142 | $411.2K | 0.12% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 4,144 | $411.4K | 0.08% | 00.0% | Unchanged |
| Trust Point Inc. | 4,156 | $412.6K | 0.03% | −969−18.9% | Reduced |
| Archer Investment Corp | 4,242 | $414.1K | 0.12% | −21−0.5% | Reduced |
| Tucker Asset Management LLC | 4,180 | $414.9K | 0.10% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 4,198 | $416.7K | 0.00% | 00.0% | Unchanged |
| Everett Harris & Co | 4,219 | $418.8K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,260 | $422.9K | 0.02% | +40+0.9% | Added |
| Dover Advisors, LLC | 4,261 | $423.0K | 0.29% | +350+8.9% | Added |
| Cigna Investments Inc | 4,286 | $425.0K | 0.08% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 4,288 | $425.7K | 0.09% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $426.9K | 0.13% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,306 | $427.5K | 0.03% | −57−1.3% | Reduced |
| Pointe Capital Management LLC | 4,326 | $429.4K | 0.27% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,328 | $429.6K | 0.03% | −245−5.4% | Reduced |
| Wealthspire Advisors, LLC | 4,388 | $435.6K | 0.01% | −14−0.3% | Reduced |
| Bokf, NA | 4,428 | $436.5K | 0.01% | +7+0.2% | Added |
| Forte Capital LLC | 4,430 | $439.8K | 0.05% | −1,100−19.9% | Reduced |
| Paloma Partners Management Co | 4,439 | $440.7K | 0.06% | −1,359−23.4% | Reduced |
| Exencial Wealth Advisors, LLC | 4,442 | $441.0K | 0.02% | −21−0.5% | Reduced |
| Bryn Mawr Trust Co | 4,442 | $441.0K | 0.02% | +4,442 | New |
| Radnor Capital Management, LLC | 4,447 | $441.0K | 0.08% | +2,024+83.5% | Added |
| Boston Private Wealth LLC | 4,457 | $442.4K | 0.01% | −282−6.0% | Reduced |
| Allworth Financial LP | 4,459 | $442.6K | 0.00% | +453+11.3% | Added |
| EP Wealth Advisors, LLC | 4,477 | $444.4K | 0.01% | +50+1.1% | Added |
| Ameritas Investment Partners, Inc. | 4,486 | $445.3K | 0.02% | −162−3.5% | Reduced |
| AustralianSuper Pty Ltd | 4,557 | $449.2K | 0.00% | 00.0% | Unchanged |
| Busey Wealth Management | 4,528 | $449.5K | 0.02% | −334−6.9% | Reduced |
| 1st Source Bank | 4,530 | $449.7K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,827 | $450.7K | 0.02% | −53−1.1% | Reduced |
| Beck Mack & Oliver LLC | 4,547 | $451.4K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,552 | $451.9K | 0.02% | +796+21.2% | Added |
| Pinnacle Financial Partners Inc | 4,558 | $452.5K | 0.01% | +1,943+74.3% | Added |
| Geller Advisors LLC | 4,568 | $453.5K | 0.04% | +163+3.7% | Added |
| Core Wealth Partners LLC | 4,570 | $453.7K | 0.34% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,584 | $455.1K | 0.01% | +302+7.1% | Added |
| Shayne & Co., LLC | 4,601 | $456.7K | 0.12% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 4,615 | $458.1K | 0.02% | −1,070−18.8% | Reduced |
| Sovereign Financial Group, Inc. | 4,675 | $464.0K | 0.12% | +12+0.3% | Added |
| Charter Trust Co | 4,686 | $465.2K | 0.03% | −300−6.0% | Reduced |
| ISAM Funds (UK) Ltd | 4,717 | $468.3K | 0.27% | −9,433−66.7% | Reduced |
| Caldwell Trust Co | 4,727 | $469.2K | 0.05% | −153−3.1% | Reduced |
| Signaturefd, LLC | 4,729 | $469.4K | 0.01% | +11+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 4,748 | $471.4K | 0.01% | +227+5.0% | Added |
| Choate Investment Advisors | 4,749 | $471.4K | 0.01% | −934−16.4% | Reduced |
| Moody National Bank Trust Division | 4,751 | $471.6K | 0.04% | +20+0.4% | Added |
| Excalibur Management Corp | 4,756 | $472.1K | 0.20% | +24+0.5% | Added |
| Wedbush Securities Inc | 4,781 | $475.0K | 0.02% | +215+4.7% | Added |
| Checchi Capital Advisers, LLC | 4,798 | $476.3K | 0.04% | −10.0% | Reduced |
| Trust Co of Virginia | 4,856 | $482.1K | 0.05% | −130−2.6% | Reduced |
| Pitcairn Co | 4,892 | $485.6K | 0.03% | −79−1.6% | Reduced |
| Umb Bank N A | 4,895 | $485.9K | 0.01% | −241−4.7% | Reduced |
| Cambridge Trust Co | 4,912 | $487.6K | 0.02% | −475−8.8% | Reduced |
| Natixis Investment Managers International | 4,920 | $488.4K | 0.03% | −2,945−37.4% | Reduced |
| TD Waterhouse Canada Inc. | 4,919 | $488.8K | 0.00% | +112+2.3% | Added |
| Aull & Monroe Investment Management Corp | 4,933 | $489.7K | 0.22% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 4,943 | $490.7K | 0.20% | +8+0.2% | Added |
| Verdence Capital Advisors LLC | 4,959 | $492.3K | 0.04% | +40+0.8% | Added |
| Diversified Trust Co | 4,991 | $495.5K | 0.01% | −5−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,074 | $503.7K | 0.02% | −249−4.7% | Reduced |
| Stephens Inc | 5,116 | $507.9K | 0.01% | −482−8.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 6,170 | $512.9K | 0.03% | +6,170 | New |
| Optas, LLC | 5,168 | $513.0K | 0.14% | +100+2.0% | Added |
| Silver Oak Securities, Inc | 5,171 | $513.3K | 0.08% | +157+3.1% | Added |
| Gabelli Funds LLC | 5,200 | $516.2K | 0.00% | −800−13.3% | Reduced |
| Global Endowment Management, LP | 5,205 | $516.7K | 0.05% | −265−4.8% | Reduced |
| Valley Brook Capital Group | 5,215 | $517.7K | 0.41% | −100−1.9% | Reduced |
| Freestone Capital Holdings, LLC | 5,289 | $525.0K | 0.02% | −30−0.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,306 | $526.7K | 0.01% | −60−1.1% | Reduced |
| Mutual Advisors, LLC | 5,311 | $527.2K | 0.02% | −62−1.2% | Reduced |
| Grimes & Company, Inc. | 5,325 | $528.6K | 0.02% | +183+3.6% | Added |
| Penobscot Investment Management Company, Inc. | 5,350 | $531.1K | 0.06% | +175+3.4% | Added |