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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,930 | $1.78M | 0.06% | +2,711+17.8% | Added |
| BKD Wealth Advisors, LLC | 18,026 | $1.79M | 0.05% | +8,779+94.9% | Added |
| Zurich Insurance Group Ltd | 18,200 | $1.81M | 0.02% | +18,200 | New |
| Whittier Trust Co of Nevada Inc | 18,333 | $1.82M | 0.05% | +278+1.5% | Added |
| Savant Capital, LLC | 18,400 | $1.83M | 0.02% | +525+2.9% | Added |
| Systematic Alpha Investments, LLC | 18,610 | $1.85M | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,651 | $1.85M | 0.01% | −176−0.9% | Reduced |
| Fifth Third Bancorp | 18,974 | $1.88M | 0.01% | +1,178+6.6% | Added |
| Sherbrooke Park Advisers LLC | 19,082 | $1.89M | 0.37% | +13,636+250.4% | Added |
| Huntington National Bank | 19,233 | $1.91M | 0.02% | −136−0.7% | Reduced |
| Selway Asset Management | 19,271 | $1.91M | 0.76% | +1,475+8.3% | Added |
| TrimTabs Asset Management, LLC | 19,346 | $1.92M | 0.48% | +19,346 | New |
| Rockland Trust Co | 19,376 | $1.92M | 0.10% | −1,985−9.3% | Reduced |
| Pinnacle Associates Ltd | 19,417 | $1.93M | 0.03% | −703−3.5% | Reduced |
| Colony Group, LLC | 19,467 | $1.93M | 0.02% | +4,339+28.7% | Added |
| Alps Advisors Inc | 19,543 | $1.94M | 0.01% | +256+1.3% | Added |
| Teacher Retirement System of Texas | 20,001 | $1.99M | 0.01% | −31,698−61.3% | Reduced |
| First Eagle Investment Management, LLC | 20,048 | $1.99M | 0.00% | +12,722+173.7% | Added |
| Bank Pictet & Cie (Asia) Ltd | 20,407 | $2.03M | 1.12% | +13,694+204.0% | Added |
| Steward Partners Investment Advisory, LLC | 20,428 | $2.03M | 0.02% | +20.0% | Added |
| New Mexico Educational Retirement Board | 20,608 | $2.05M | 0.07% | −900−4.2% | Reduced |
| Boston Financial Mangement LLC | 21,222 | $2.11M | 0.07% | 00.0% | Unchanged |
| Vident Advisory, LLC | 21,474 | $2.13M | 0.04% | −119,916−84.8% | Reduced |
| Venture Visionary Partners LLC | 22,159 | $2.20M | 0.10% | +16,738+308.8% | Added |
| Dodge & Cox | 22,260 | $2.21M | 0.00% | −5,004,237−99.6% | Reduced |
| Plato Investment Management Ltd | 22,745 | $2.26M | 0.23% | +21,772+2,237.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 22,833 | $2.27M | 0.01% | +4,104+21.9% | Added |
| Private Advisor Group, LLC | 22,932 | $2.28M | 0.02% | −4,808−17.3% | Reduced |
| Avantax Advisory Services, Inc. | 23,019 | $2.29M | 0.02% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 23,043 | $2.29M | 1.46% | +23,043 | New |
| Lombard Odier Asset Management (Europe) Ltd | 23,142 | $2.30M | 0.15% | +1,737+8.1% | Added |
| FORA Capital, LLC | 23,322 | $2.32M | 0.19% | −3,974−14.6% | Reduced |
| YHB Investment Advisors, Inc. | 23,402 | $2.32M | 0.21% | +1,560+7.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 23,500 | $2.33M | 1.18% | −2,000−7.8% | Reduced |
| Louisiana State Employees Retirement System | 23,600 | $2.34M | 0.05% | −1,100−4.5% | Reduced |
| Letson Investment Management, Inc. | 23,677 | $2.35M | 0.99% | +528+2.3% | Added |
| Securian Asset Management, Inc | 23,880 | $2.37M | 0.07% | −2,033−7.8% | Reduced |
| Liberty Capital Management, Inc. | 24,578 | $2.44M | 0.60% | +209+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 24,605 | $2.44M | 0.01% | −3,192−11.5% | Reduced |
| Heritage Investors Management Corp | 24,872 | $2.47M | 0.09% | −115−0.5% | Reduced |
| Liontrust Investment Partners LLP | 25,018 | $2.48M | 0.03% | −791−3.1% | Reduced |
| Silvercrest Asset Management Group LLC | 25,076 | $2.49M | 0.02% | +537+2.2% | Added |
| Quest Partners LLC | 25,087 | $2.49M | 0.43% | +5,013+25.0% | Added |
| Goodman Advisory Group, LLC | 25,165 | $2.50M | 0.79% | −994−3.8% | Reduced |
| Tower Research Capital LLC (TRC) | 25,217 | $2.50M | 0.06% | −37,718−59.9% | Reduced |
| Toroso Investments, LLC | 25,252 | $2.51M | 0.04% | +8,356+49.5% | Added |
| Everence Capital Management Inc | 25,430 | $2.52M | 0.17% | 00.0% | Unchanged |
| Hartford Investment Management Co | 26,132 | $2.59M | 0.09% | −1,439−5.2% | Reduced |
| JB Capital LLC | 26,309 | $2.61M | 0.17% | −263−1.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 27,122 | $2.69M | 0.47% | +5,518+25.5% | Added |
| Sandy Spring Bank | 27,351 | $2.72M | 0.12% | −2,492−8.4% | Reduced |
| Baird Financial Group, Inc. | 27,661 | $2.75M | 0.01% | −5,857−17.5% | Reduced |
| Evercore Wealth Management, LLC | 27,721 | $2.75M | 0.04% | −565−2.0% | Reduced |
| Capital Fund Management S.A. | 27,770 | $2.76M | 0.03% | +27,770 | New |
| Canandaigua National Bank & Trust Co | 27,915 | $2.77M | 0.41% | +156+0.6% | Added |
| LRI Investments, LLC | 28,276 | $2.81M | 0.71% | +28,276 | New |
| Brown Brothers Harriman & Co | 28,282 | $2.81M | 0.02% | +626+2.3% | Added |
| Quantinno Capital Management LP | 28,316 | $2.81M | 0.06% | +2,689+10.5% | Added |
| Close Asset Management Ltd | 28,613 | $2.84M | 0.10% | −522−1.8% | Reduced |
| Roundview Capital LLC | 28,729 | $2.85M | 0.23% | +28,729 | New |
| Atlantic Union Bankshares Corp | 29,086 | $2.89M | 0.24% | +2,160+8.0% | Added |
| Pictet North America Advisors SA | 29,129 | $2.89M | 0.32% | +29,129 | New |
| Teza Capital Management LLC | 29,252 | $2.90M | 0.39% | +10,973+60.0% | Added |
| Cohen Klingenstein LLC | 29,307 | $2.91M | 0.11% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 35,523 | $2.94M | 0.82% | −65−0.2% | Reduced |
| Cresset Asset Management, LLC | 29,592 | $2.94M | 0.01% | +7,410+33.4% | Added |
| AMG National Trust Bank | 29,684 | $2.95M | 0.09% | −183−0.6% | Reduced |
| M. Kraus & Co | 30,192 | $3.00M | 0.91% | +18+0.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 30,370 | $3.01M | 0.07% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 30,450 | $3.02M | 0.03% | +4,909+19.2% | Added |
| Maryland State Retirement & Pension System | 32,169 | $3.04M | 0.06% | 00.0% | Unchanged |
| Credit Agricole S A | 31,989 | $3.05M | 0.05% | +13,052+68.9% | Added |
| Kentucky Retirement Systems | 30,791 | $3.06M | 0.09% | −1,954−6.0% | Reduced |
| Shelter Mutual Insurance Co | 31,200 | $3.10M | 0.80% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 31,376 | $3.11M | 0.61% | +31,376 | New |
| Assenagon Asset Management S.A. | 31,392 | $3.12M | 0.01% | −104,036−76.8% | Reduced |
| Okabena Investment Services Inc | 31,461 | $3.12M | 1.04% | −3,886−11.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,048 | $3.18M | 0.01% | +110+0.3% | Added |
| Tocqueville Asset Management L.P. | 32,132 | $3.19M | 0.05% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 32,806 | $3.26M | 0.08% | 00.0% | Unchanged |
| JustInvest LLC | 32,814 | $3.26M | 0.07% | +6,679+25.6% | Added |
| Wesbanco Bank Inc | 32,946 | $3.27M | 0.12% | +140+0.4% | Added |
| Marshall Wace, LLP | 33,369 | $3.31M | 0.01% | +33,369 | New |
| Teachers Retirement System of the State of Kentucky | 33,461 | $3.32M | 0.03% | −2,133−6.0% | Reduced |
| Rafferty Asset Management, LLC | 33,705 | $3.35M | 0.01% | −625−1.8% | Reduced |
| Mackenzie Financial Corp | 33,739 | $3.35M | 0.00% | +1,500+4.7% | Added |
| Seascape Capital Management | 33,744 | $3.35M | 1.24% | +2,140+6.8% | Added |
| Crossmark Global Holdings, Inc. | 34,090 | $3.38M | 0.06% | −11,459−25.2% | Reduced |
| Gulf International Bank (UK) Ltd | 34,102 | $3.38M | 0.09% | +199+0.6% | Added |
| Oregon Public Employees Retirement Fund | 34,707 | $3.45M | 0.07% | +2,794+8.8% | Added |
| Cerity Partners LLC | 34,850 | $3.46M | 0.01% | +9,119+35.4% | Added |
| Thrivent Financial for Lutherans | 35,174 | $3.49M | 0.01% | −483−1.4% | Reduced |
| Arlington Partners LLC | 35,190 | $3.49M | 1.78% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 36,045 | $3.58M | 0.01% | +10,751+42.5% | Added |
| Richard Bernstein Advisors LLC | 36,961 | $3.67M | 0.08% | 00.0% | Unchanged |
| Natixis | 37,492 | $3.72M | 0.02% | +37,492 | New |
| Elo Mutual Pension Insurance Co | 37,496 | $3.72M | 0.09% | +1,548+4.3% | Added |
| Cacti Asset Management LLC | 38,404 | $3.75M | 0.31% | −1,397−3.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 38,391 | $3.81M | 0.05% | +97+0.3% | Added |
| Farmers & Merchants Investments Inc | 38,404 | $3.81M | 0.13% | −3,376−8.1% | Reduced |