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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 1,843 | $183.0K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,031 | $181.7K | 0.00% | +2,031 | New |
| Broadwater Capital Management LLC | 1,822 | $180.9K | 0.14% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,807 | $179.4K | 0.07% | −50−2.7% | Reduced |
| Smithfield Trust Co | 1,811 | $179.0K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,754 | $174.1K | 0.07% | −50−2.8% | Reduced |
| Proequities, Inc. | 1,699 | $168.7K | 0.01% | −82−4.6% | Reduced |
| First Financial Corp | 1,699 | $168.7K | 0.09% | −215−11.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,680 | $166.8K | 0.08% | +36+2.2% | Added |
| Harbor Investment Advisory, LLC | 1,655 | $164.3K | 0.02% | −80−4.6% | Reduced |
| Citizens National Bank Trust Department | 1,625 | $161.3K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,565 | $155.4K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,537 | $152.6K | 0.01% | −106−6.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,505 | $149.0K | 0.06% | −33−2.1% | Reduced |
| GeoWealth Management, LLC | 1,444 | $143.3K | 0.01% | +1,444 | New |
| Acropolis Investment Management, LLC | 1,439 | $142.8K | 0.01% | −26−1.8% | Reduced |
| Global Retirement Partners, LLC | 1,410 | $140.0K | 0.01% | +210+17.5% | Added |
| Catalyst Funds Management Pty Ltd | 1,400 | $139.0K | 0.04% | +1,400 | New |
| Caldwell Sutter Capital, Inc. | 1,366 | $135.6K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,358 | $134.9K | 0.02% | +97+7.7% | Added |
| AllSquare Wealth Management LLC | 1,350 | $134.0K | 0.08% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,319 | $130.9K | 0.02% | +1,319 | New |
| Foster Dykema Cabot & Partners, LLC | 1,318 | $130.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,261 | $125.2K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,205 | $119.6K | 0.01% | −1,050−46.6% | Reduced |
| Alta Advisers Ltd | 1,200 | $119.1K | 0.06% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,185 | $117.6K | 0.03% | +1,185 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,181 | $117.2K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,177 | $116.8K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,174 | $116.5K | 0.01% | −325−21.7% | Reduced |
| Estabrook Capital Management | 1,146 | $113.8K | 0.02% | −120−9.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,135 | $112.0K | 0.07% | +1+0.1% | Added |
| Geneos Wealth Management Inc. | 1,126 | $111.8K | 0.01% | +18+1.6% | Added |
| Farther Finance Advisors, LLC | 1,109 | $109.4K | 0.01% | −912−45.1% | Reduced |
| Covestor Ltd | 1,090 | $108.0K | 0.07% | +80+7.9% | Added |
| Ulland Investment Advisors, LLC | 1,071 | $106.0K | 0.08% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,059 | $105.1K | 0.07% | −112−9.6% | Reduced |
| City State Bank | 1,048 | $104.0K | 0.05% | −34−3.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,029 | $102.1K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,025 | $101.8K | 0.05% | +1,025 | New |
| Atlantic Trust, LLC | 1,018 | $101.0K | 0.03% | +135+15.3% | Added |
| FinTrust Capital Advisors, LLC | 998 | $99.1K | 0.02% | +20+2.0% | Added |
| Spire Wealth Management | 992 | $98.5K | 0.00% | +60+6.4% | Added |
| SYSTM Wealth Solutions LLC | 987 | $98.0K | 0.01% | −911−48.0% | Reduced |
| Eagle Bay Advisors LLC | 971 | $96.3K | 0.06% | +35+3.7% | Added |
| MV Capital Management, Inc. | 963 | $95.6K | 0.01% | −34−3.4% | Reduced |
| Parkside Financial Bank & Trust | 955 | $94.8K | 0.02% | +12+1.3% | Added |
| Creative Capital Management Investments LLC | 947 | $94.0K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 947 | $94.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 942 | $93.5K | 0.00% | +849+912.9% | Added |
| JFS Wealth Advisors, LLC | 934 | $92.7K | 0.01% | +56+6.4% | Added |
| CVA Family Office, LLC | 927 | $92.0K | 0.02% | +5+0.5% | Added |
| FRG Family Wealth Advisors LLC | 995 | $90.7K | 0.02% | +995 | New |
| Independence Bank of Kentucky | 901 | $89.4K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 891 | $88.5K | 0.00% | −28,125−96.9% | Reduced |
| Evermay Wealth Management LLC | 872 | $86.6K | 0.01% | +46+5.6% | Added |
| Piscataqua Savings Bank | 857 | $85.1K | 0.08% | 00.0% | Unchanged |
| Leonteq Securities AG | 845 | $83.9K | 0.01% | −55−6.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 833 | $82.7K | 0.05% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $82.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 825 | $81.9K | 0.01% | −175−17.5% | Reduced |
| Center for Financial Planning, Inc. | 820 | $81.4K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 800 | $79.4K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 800 | $79.4K | 0.00% | −3,245−80.2% | Reduced |
| Quarry LP | 797 | $79.1K | 0.03% | +134+20.2% | Added |
| Park Place Capital Corp | 786 | $78.0K | 0.03% | −748−48.8% | Reduced |
| CoreCap Advisors, LLC | 767 | $76.1K | 0.00% | +767 | New |
| First United Bank Trust | 757 | $75.1K | 0.03% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 741 | $73.3K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 735 | $73.0K | 0.00% | +5+0.7% | Added |
| Cassady Schiller Wealth Management, LLC | 732 | $72.7K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 729 | $72.4K | 0.00% | −1,650−69.4% | Reduced |
| Carolinas Wealth Consulting LLC | 729 | $72.4K | 0.01% | −3,241−81.6% | Reduced |
| M&R Capital Management Inc | 723 | $71.8K | 0.02% | −50−6.5% | Reduced |
| Bellevue Asset Management, LLC | 716 | $71.1K | 0.04% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 712 | $70.7K | 0.06% | 00.0% | Unchanged |
| Oakmont Corp | 705 | $70.0K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 700 | $69.5K | 0.02% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 682 | $67.7K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 675 | $67.0K | 0.06% | 00.0% | Unchanged |
| Vima LLC | 783 | $66.1K | 0.08% | +178+29.4% | Added |
| Acima Private Wealth, LLC | 650 | $64.5K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 630 | $62.5K | 0.00% | −891−58.6% | Reduced |
| Legacy Bridge, LLC | 625 | $62.0K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 623 | $61.8K | 0.04% | −10−1.6% | Reduced |
| Bullock Wealth Management Group | 621 | $61.2K | 0.04% | +621 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 612 | $60.8K | 0.02% | −24−3.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 610 | $60.5K | 0.02% | +3+0.5% | Added |
| Cypress Capital Management LLC (WY) | 600 | $59.6K | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 596 | $59.2K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 586 | $58.2K | 0.03% | +586 | New |
| Key Financial Inc | 585 | $58.1K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 580 | $57.6K | 0.03% | +580 | New |
| Gables Capital Management Inc. | 575 | $57.1K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 566 | $56.2K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 560 | $55.6K | 0.00% | −4,969−89.9% | Reduced |
| Exchange Traded Concepts, LLC | 560 | $55.6K | 0.00% | +429+327.5% | Added |
| JNBA Financial Advisors | 553 | $54.9K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 550 | $54.6K | 0.02% | −50−8.3% | Reduced |
| Hilltop National Bank | 533 | $52.9K | 0.02% | +533 | New |