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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 9,751 | $968.0K | 0.02% | −432−4.2% | Reduced |
| Birch Hill Investment Advisors LLC | 9,787 | $971.6K | 0.05% | −26−0.3% | Reduced |
| Trust Co of Toledo NA | 9,798 | $972.6K | 0.15% | −216−2.2% | Reduced |
| Merit Financial Group, LLC | 10,566 | $973.4K | 0.02% | +379+3.7% | Added |
| Field & Main Bank | 9,810 | $973.8K | 0.38% | −27−0.3% | Reduced |
| Sciencast Management LP | 9,876 | $980.4K | 0.60% | +9,876 | New |
| Greenleaf Trust | 9,880 | $980.8K | 0.01% | +415+4.4% | Added |
| Johnson Investment Counsel Inc | 9,940 | $986.7K | 0.01% | +611+6.5% | Added |
| Canal Insurance CO | 10,000 | $993.0K | 0.26% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 10,004 | $993.1K | 0.01% | −201−2.0% | Reduced |
| Brevan Howard Capital Management LP | 10,042 | $996.9K | 0.09% | +10,042 | New |
| Compass Wealth Management LLC | 10,108 | $1.00M | 0.25% | −275−2.6% | Reduced |
| Eventide Asset Management, LLC | 10,189 | $1.01M | 0.02% | +10,189 | New |
| Monarch Capital Management Inc | 10,286 | $1.02M | 0.29% | −177−1.7% | Reduced |
| Burney Co | 10,341 | $1.03M | 0.04% | −548−5.0% | Reduced |
| Bridges Investment Management Inc | 10,390 | $1.03M | 0.03% | +1,250+13.7% | Added |
| Groupama Asset Managment | 5,281 | $1.03M | 0.02% | −6,452−55.0% | Reduced |
| Veriti Management LLC | 10,530 | $1.05M | 0.08% | +1,422+15.6% | Added |
| Lafayette Investments, Inc. | 10,616 | $1.05M | 0.24% | +1,931+22.2% | Added |
| Abbrea Capital, LLC | 10,639 | $1.06M | 0.14% | −100−0.9% | Reduced |
| WBI Investments | 10,643 | $1.06M | 0.22% | +8,331+360.3% | Added |
| NEOS Investment Management LLC | 10,646 | $1.06M | 0.07% | +3,717+53.6% | Added |
| Dash Acquisitions Inc. | 11,230 | $1.07M | 0.34% | +323+3.0% | Added |
| La Banque Postale Asset Management SA | 10,833 | $1.08M | 0.04% | −1,100−9.2% | Reduced |
| Verition Fund Management LLC | 10,893 | $1.08M | 0.01% | −9,896−47.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11,170 | $1.11M | 0.02% | +70+0.6% | Added |
| Bollard Group LLC | 11,187 | $1.11M | 0.03% | +23+0.2% | Added |
| Rakuten Investment Management, Inc. | 11,250 | $1.12M | 0.01% | +9,922+747.1% | Added |
| V-Square Quantitative Management LLC | 11,290 | $1.12M | 0.19% | +1,673+17.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 11,355 | $1.13M | 0.04% | −100−0.9% | Reduced |
| Raymond James Trust N.A. | 11,481 | $1.14M | 0.03% | −519−4.3% | Reduced |
| Neville Rodie & Shaw Inc | 11,608 | $1.15M | 0.09% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 11,639 | $1.16M | 0.09% | −17−0.1% | Reduced |
| Atria Investments LLC | 11,668 | $1.16M | 0.02% | −253−2.1% | Reduced |
| Rossmore Private Capital | 11,728 | $1.16M | 0.15% | −155−1.3% | Reduced |
| XTX Topco Ltd | 11,804 | $1.17M | 0.16% | +11,804 | New |
| Machina Capital S.A.S. | 11,872 | $1.18M | 0.62% | −1,904−13.8% | Reduced |
| D.A. Davidson & Co. | 11,973 | $1.19M | 0.01% | +262+2.2% | Added |
| Argent Trust Co | 12,167 | $1.21M | 0.05% | +2,054+20.3% | Added |
| Ellevest, Inc. | 12,474 | $1.24M | 0.08% | +498+4.2% | Added |
| Ironwood Investment Management LLC | 12,497 | $1.24M | 0.61% | +339+2.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,502 | $1.24M | 0.09% | +2,412+23.9% | Added |
| Principal Securities, Inc. | 12,570 | $1.25M | 0.04% | +2,011+19.0% | Added |
| Davenport & Co LLC | 12,571 | $1.25M | 0.01% | +48+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,865 | $1.28M | 0.03% | −89−0.7% | Reduced |
| Hartford Financial Management Inc. | 12,918 | $1.28M | 0.27% | −420−3.1% | Reduced |
| Vontobel Holding Ltd. | 12,924 | $1.28M | 0.01% | −502−3.7% | Reduced |
| Metis Global Partners, LLC | 12,930 | $1.28M | 0.05% | −378−2.8% | Reduced |
| Private Trust Co NA | 12,931 | $1.28M | 0.14% | +118+0.9% | Added |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.29M | 0.16% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 13,015 | $1.29M | 0.12% | +1,604+14.1% | Added |
| Walleye Capital LLC | 13,072 | $1.30M | 0.01% | +13,072 | New |
| Woodstock Corp | 13,124 | $1.30M | 0.13% | −127−1.0% | Reduced |
| Parsons Capital Management Inc | 13,198 | $1.31M | 0.09% | −217−1.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 13,264 | $1.32M | 0.03% | −1,524−10.3% | Reduced |
| Virtu Financial LLC | 13,292 | $1.32M | 0.10% | +2,056+18.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,380 | $1.33M | 0.09% | −1,200−8.2% | Reduced |
| Whittier Trust Co | 13,407 | $1.33M | 0.02% | −133−1.0% | Reduced |
| Van Hulzen Asset Management, LLC | 13,500 | $1.34M | 0.09% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 13,583 | $1.35M | 0.08% | −55−0.4% | Reduced |
| iA Global Asset Management Inc. | 13,702 | $1.36M | 0.03% | +3,438+33.5% | Added |
| Worldquant Millennium Advisors LLC | 13,754 | $1.37M | 0.02% | −47,931−77.7% | Reduced |
| Two Sigma Investments, LP | 13,800 | $1.37M | 0.00% | −22,259−61.7% | Reduced |
| United Services Automobile Association | 13,851 | $1.37M | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 13,941 | $1.39M | 0.00% | −392−2.7% | Reduced |
| Norinchukin Bank, The | 14,180 | $1.41M | 0.04% | −319−2.2% | Reduced |
| Ieq Capital, LLC | 14,211 | $1.41M | 0.02% | +1,258+9.7% | Added |
| Trexquant Investment LP | 14,300 | $1.42M | 0.03% | −167,281−92.1% | Reduced |
| Ossiam | 14,404 | $1.43M | 0.03% | −7,473−34.2% | Reduced |
| Synovus Financial Corp | 14,555 | $1.45M | 0.02% | −23−0.2% | Reduced |
| Qtron Investments LLC | 14,658 | $1.46M | 0.21% | +3,458+30.9% | Added |
| Triangle Securities Wealth Management | 14,778 | $1.47M | 0.42% | −65−0.4% | Reduced |
| Park Avenue Securities LLC | 14,804 | $1.47M | 0.02% | +764+5.4% | Added |
| UniSuper Management Pty Ltd | 14,831 | $1.47M | 0.01% | +11,072+294.5% | Added |
| Moody Lynn & Lieberson, LLC | 14,880 | $1.48M | 0.10% | −5,519−27.1% | Reduced |
| Blair William & Co | 14,901 | $1.48M | 0.00% | −248−1.6% | Reduced |
| Pensionfund Sabic | 15,000 | $1.49M | 0.44% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 15,000 | $1.49M | 0.23% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.49M | 0.31% | 00.0% | Unchanged |
| Empirical Finance, LLC | 15,029 | $1.49M | 0.09% | +495+3.4% | Added |
| Swiss Life Asset Management Ltd | 15,186 | $1.51M | 0.02% | −58,946−79.5% | Reduced |
| Trust Co of Vermont | 15,571 | $1.55M | 0.09% | +2,786+21.8% | Added |
| Vinva Investment Management Ltd | 15,736 | $1.56M | 0.09% | +2,964+23.2% | Added |
| Shelter Ins Retirement Plan | 16,000 | $1.59M | 2.17% | 00.0% | Unchanged |
| Tufton Capital Management | 16,057 | $1.59M | 0.31% | −3,362−17.3% | Reduced |
| CWM, LLC | 16,107 | $1.60M | 0.01% | +1,955+13.8% | Added |
| Snider Financial Group | 16,157 | $1.60M | 0.67% | +600+3.9% | Added |
| Dynamic Technology Lab Private Ltd | 16,222 | $1.61M | 0.17% | −12,579−43.7% | Reduced |
| American National Bank | 16,287 | $1.62M | 0.21% | −2,562−13.6% | Reduced |
| Metropolitan Life Insurance Co | 16,353 | $1.62M | 0.07% | −304−1.8% | Reduced |
| Perigon Wealth Management, LLC | 16,572 | $1.65M | 0.05% | +170+1.0% | Added |
| E. Ohman J:or Asset Management AB | 16,700 | $1.66M | 0.04% | +1,100+7.1% | Added |
| Caxton Associates LP | 16,728 | $1.66M | 0.11% | +16,728 | New |
| NBT Bank N A | 16,923 | $1.68M | 0.12% | −410−2.4% | Reduced |
| Essex Financial Services, Inc. | 16,973 | $1.68M | 0.16% | −222−1.3% | Reduced |
| Engineers Gate Manager LP | 17,209 | $1.71M | 0.04% | +2,979+20.9% | Added |
| Beacon Pointe Advisors, LLC | 17,354 | $1.72M | 0.02% | +429+2.5% | Added |
| Investment Research & Advisory Group, Inc. | 17,649 | $1.75M | 0.81% | +17,649 | New |
| Dearborn Partners LLC | 17,661 | $1.75M | 0.08% | −31−0.2% | Reduced |
| Prudential PLC | 17,819 | $1.77M | 0.01% | +740+4.3% | Added |