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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 5,356 | $531.7K | 0.10% | −140−2.5% | Reduced |
| Meeder Advisory Services, Inc. | 5,458 | $541.9K | 0.06% | +417+8.3% | Added |
| Graham Capital Management, L.P. | 5,600 | $555.9K | 0.02% | −7,075−55.8% | Reduced |
| Investment Advisory Services Inc | 5,628 | $558.7K | 0.21% | −46−0.8% | Reduced |
| Ingalls & Snyder LLC | 5,633 | $559.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,645 | $560.4K | 0.03% | −72−1.3% | Reduced |
| Quotient Wealth Partners, LLC | 5,667 | $562.6K | 0.02% | −2,032−26.4% | Reduced |
| Bull Street Advisors, LLC | 5,680 | $564.0K | 0.27% | +500+9.7% | Added |
| Moneta Group Investment Advisors LLC | 5,764 | $572.2K | 0.01% | +5,764 | New |
| Garrison Point Advisors, LLC | 5,804 | $576.2K | 0.37% | −100−1.7% | Reduced |
| Allred Capital Management, LLC | 5,911 | $586.8K | 0.23% | −123−2.0% | Reduced |
| Soltis Investment Advisors LLC | 5,936 | $589.3K | 0.07% | +21+0.4% | Added |
| Ahl Investment Management, Inc. | 5,952 | $590.9K | 0.45% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 5,958 | $591.5K | 0.03% | −624−9.5% | Reduced |
| Wendell David Associates Inc | 5,959 | $592.0K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,970 | $592.6K | 0.06% | +78+1.3% | Added |
| Citadel Advisors LLC | 5,984 | $594.0K | 0.00% | −164,287−96.5% | Reduced |
| Holderness Investments Co | 6,011 | $596.7K | 0.15% | −87−1.4% | Reduced |
| Wetherby Asset Management Inc | 6,056 | $601.2K | 0.03% | −146−2.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 6,055 | $601.2K | 0.01% | +645+11.9% | Added |
| Kingsview Wealth Management, LLC | 6,099 | $605.5K | 0.02% | +455+8.1% | Added |
| Meridian Management Co | 6,123 | $607.8K | 0.17% | +9+0.1% | Added |
| RSM US Wealth Management LLC | 6,181 | $613.6K | 0.02% | +63+1.0% | Added |
| Means Investment Co., Inc. | 6,188 | $614.3K | 0.08% | 00.0% | Unchanged |
| Empowered Funds, LLC | 6,205 | $616.0K | 0.01% | +1,884+43.6% | Added |
| Wedmont Private Capital | 6,296 | $624.0K | 0.05% | −32−0.5% | Reduced |
| Ballentine Partners, LLC | 6,326 | $628.0K | 0.01% | +2,179+52.5% | Added |
| ICW Investment Advisors LLC | 6,367 | $632.0K | 0.28% | +238+3.9% | Added |
| Auto-Owners Insurance Co | 6,393 | $634.6K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,452 | $640.2K | 0.03% | +1,405+27.8% | Added |
| NorthRock Partners, LLC | 6,489 | $644.1K | 0.02% | +860+15.3% | Added |
| National Asset Management, Inc. | 8,045 | $646.1K | 0.02% | +1,068+15.3% | Added |
| Stratos Wealth Partners, LTD. | 6,516 | $646.9K | 0.01% | −219−3.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,539 | $649.0K | 0.07% | 00.0% | Unchanged |
| Simmons Bank | 6,565 | $651.7K | 0.05% | −349−5.0% | Reduced |
| Westhampton Capital, LLC | 6,587 | $653.9K | 0.36% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 6,608 | $656.0K | 0.02% | −3,000−31.2% | Reduced |
| Profund Advisors LLC | 6,610 | $656.2K | 0.03% | +1,088+19.7% | Added |
| Lincoln National Corp | 6,624 | $657.5K | 0.01% | +1,371+26.1% | Added |
| Waterford Advisors, LLC | 6,690 | $664.1K | 0.28% | 00.0% | Unchanged |
| Ci Investments Inc. | 6,736 | $669.0K | 0.00% | +920+15.8% | Added |
| Cary Street Partner Investment Advisory LLC | 6,770 | $672.0K | 0.03% | +71+1.1% | Added |
| Acadian Asset Management LLC | 6,798 | $673.0K | 0.00% | +5,187+322.0% | Added |
| Curbstone Financial Management Corp | 6,818 | $676.8K | 0.15% | −150−2.2% | Reduced |
| Amussen Hunsaker Associates LLC | 6,858 | $677.8K | 0.12% | −15−0.2% | Reduced |
| Ostrum Asset Management | 6,898 | $684.8K | 0.05% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 6,937 | $688.6K | 0.42% | 00.0% | Unchanged |
| Chicago Capital, LLC | 6,983 | $693.2K | 0.02% | −102−1.4% | Reduced |
| HB Wealth Management, LLC | 7,009 | $695.8K | 0.01% | −593−7.8% | Reduced |
| Werlinich Asset Management, LLC | 7,155 | $714.5K | 0.47% | 00.0% | Unchanged |
| Ar Asset Management Inc | 7,200 | $715.0K | 0.17% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,246 | $719.3K | 0.02% | −70−1.0% | Reduced |
| Sentry Investment Management LLC | 7,365 | $731.0K | 0.28% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,380 | $732.6K | 0.01% | +654+9.7% | Added |
| Romano Brothers and Company | 7,384 | $733.0K | 0.10% | −22−0.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,422 | $737.0K | 0.01% | −1,520−17.0% | Reduced |
| Philadelphia Trust Co | 7,439 | $738.0K | 0.06% | −90−1.2% | Reduced |
| Central Trust Co | 7,558 | $750.3K | 0.02% | −255−3.3% | Reduced |
| Pring Turner Capital Group Inc | 7,575 | $752.0K | 0.55% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 7,628 | $757.2K | 0.04% | −779−9.3% | Reduced |
| Baldwin Investment Management, LLC | 7,697 | $764.1K | 0.10% | −36−0.5% | Reduced |
| Vestcor Inc | 7,875 | $782.0K | 0.03% | −976−11.0% | Reduced |
| Axxcess Wealth Management, LLC | 7,960 | $790.2K | 0.02% | +3,818+92.2% | Added |
| Dumont & Blake Investment Advisors LLC | 7,974 | $791.6K | 0.23% | +102+1.3% | Added |
| Apollon Wealth Management, LLC | 7,982 | $792.3K | 0.02% | +3,139+64.8% | Added |
| Williams Jones Wealth Management, LLC. | 8,000 | $794.2K | 0.01% | −983−10.9% | Reduced |
| Advisors Asset Management, Inc. | 8,048 | $798.9K | 0.02% | +1,934+31.6% | Added |
| Sequoia Financial Advisors, LLC | 8,054 | $799.6K | 0.01% | −18,051−69.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,066 | $800.7K | 0.04% | +75+0.9% | Added |
| Zions Bancorporation, N.A. | 8,129 | $807.0K | 0.06% | −1,774−17.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 8,214 | $815.4K | 0.09% | −100−1.2% | Reduced |
| TD Private Client Wealth LLC | 8,260 | $820.0K | 0.03% | −817−9.0% | Reduced |
| Alberta Investment Management Corp | 8,300 | $823.9K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 8,415 | $835.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,436 | $837.5K | 0.01% | +219+2.7% | Added |
| Summit Trail Advisors, LLC | 8,568 | $850.6K | 0.02% | +8,568 | New |
| Fox Run Management, L.L.C. | 8,598 | $853.5K | 0.18% | +8,598 | New |
| Glenview Trust Co | 8,635 | $857.2K | 0.02% | −59−0.7% | Reduced |
| Kestra Private Wealth Services, LLC | 8,832 | $876.7K | 0.02% | −409−4.4% | Reduced |
| Home Federal Bank of Tennessee | 8,846 | $878.2K | 0.27% | +25+0.3% | Added |
| Cooper Financial Group | 8,864 | $879.9K | 0.14% | +665+8.1% | Added |
| Diversify Advisory Services, LLC | 9,064 | $893.4K | 0.05% | +9,064 | New |
| Holowesko Partners Ltd. | 9,000 | $893.4K | 0.37% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,146 | $907.8K | 0.01% | +2,514+37.9% | Added |
| Shell Asset Management Co | 9,437 | $908.0K | 0.04% | −7,951−45.7% | Reduced |
| Snowden Capital Advisors LLC | 9,155 | $908.9K | 0.03% | +936+11.4% | Added |
| Parallel Advisors, LLC | 9,199 | $913.1K | 0.02% | +211+2.3% | Added |
| Modera Wealth Management, LLC | 9,221 | $915.4K | 0.01% | −129−1.4% | Reduced |
| FineMark National Bank & Trust | 9,261 | $919.3K | 0.03% | 00.0% | Unchanged |
| Fractal Investments LLC | 9,400 | $933.1K | 0.17% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9,459 | $939.0K | 0.03% | −164−1.7% | Reduced |
| HighPoint Advisor Group LLC | 9,784 | $945.0K | 0.07% | +123+1.3% | Added |
| IMA Wealth, Inc. | 9,526 | $945.6K | 0.45% | −289−2.9% | Reduced |
| Guinness Atkinson Asset Management Inc | 9,552 | $948.2K | 0.45% | 00.0% | Unchanged |
| Cypress Capital Group | 9,581 | $951.1K | 0.11% | −182−1.9% | Reduced |
| Jefferies Financial Group Inc. | 9,639 | $956.9K | 0.02% | −76,795−88.8% | Reduced |
| Resources Investment Advisors, LLC. | 9,642 | $957.1K | 0.02% | +574+6.3% | Added |
| Atria Wealth Solutions, Inc. | 9,656 | $958.5K | 0.01% | +2,151+28.7% | Added |
| Simplicity Wealth,LLC | 9,711 | $964.0K | 0.02% | +9,711 | New |
| Bleakley Financial Group, LLC | 9,726 | $965.5K | 0.03% | +117+1.2% | Added |