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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 516 | $51.2K | 0.01% | −42−7.5% | Reduced |
| Optiver Holding B.V. | 506 | $50.2K | 0.00% | +506 | New |
| Missouri Trust & Investment Co | 495 | $49.1K | 0.02% | −250−33.6% | Reduced |
| First Command Advisory Services, Inc. | 495 | $49.1K | 0.00% | +47+10.5% | Added |
| Resources Management Corp | 491 | $49.0K | 0.01% | +46+10.3% | Added |
| Capital Advisors, Ltd. LLC | 478 | $47.0K | 0.01% | −42−8.1% | Reduced |
| Indiana Trust & Investment Management CO | 440 | $43.7K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 437 | $43.4K | 0.01% | −78−15.1% | Reduced |
| Union Savings Bank | 436 | $43.3K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 429 | $42.6K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 425 | $42.2K | 0.00% | +6+1.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 424 | $42.1K | 0.02% | +220+107.8% | Added |
| Motco | 416 | $41.3K | 0.00% | +50+13.7% | Added |
| Northwest Investment Counselors, LLC | 405 | $40.2K | 0.01% | +405 | New |
| Accent Capital Management, LLC | 400 | $39.7K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $39.7K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 399 | $39.6K | 0.01% | +2+0.5% | Added |
| Sugarloaf Wealth Management, LLC | 398 | $39.5K | 0.01% | −11−2.7% | Reduced |
| Chesapeake Asset Management LLC | 397 | $39.4K | 0.04% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 394 | $39.2K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 393 | $39.0K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 389 | $38.6K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 375 | $37.2K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 370 | $36.7K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 378 | $36.3K | 0.01% | +378 | New |
| Cornerstone Planning Group LLC | 384 | $35.4K | 0.01% | −99−20.5% | Reduced |
| Paladin Advisory Group, LLC | 353 | $34.8K | 0.03% | −54−13.3% | Reduced |
| Bray Capital Advisors | 350 | $34.7K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 350 | $34.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 344 | $34.4K | 0.01% | +237+221.5% | Added |
| Prestige Wealth Management Group LLC | 345 | $34.2K | 0.01% | −41−10.6% | Reduced |
| Laffer Tengler Investments | 335 | $33.3K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 335 | $33.3K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 324 | $32.2K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 324 | $32.2K | 0.00% | −92−22.1% | Reduced |
| Duncker Streett & Co Inc | 320 | $31.8K | 0.01% | −50−13.5% | Reduced |
| Intelligent Financial Strategies | 316 | $31.4K | 0.02% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 314 | $31.1K | 0.02% | −236−42.9% | Reduced |
| Hantz Financial Services, Inc. | 317 | $31.0K | 0.00% | −59−15.7% | Reduced |
| LifeSteps Financial, Inc. | 311 | $30.9K | 0.02% | +311 | New |
| United Community Bank | 300 | $29.8K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 300 | $29.8K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 105 | $29.0K | 0.01% | +87+483.3% | Added |
| Nemes Rush Group LLC | 291 | $28.9K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 336 | $28.4K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 275 | $27.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 270 | $26.8K | 0.01% | +1+0.4% | Added |
| Kelly Financial Services LLC | 267 | $26.5K | 0.01% | +1+0.4% | Added |
| Castleview Partners, LLC | 266 | $26.4K | 0.01% | +1+0.4% | Added |
| Costello Asset Management, INC | 262 | $26.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 254 | $25.2K | 0.01% | +174+217.5% | Added |
| Altshuler Shaham Ltd | 254 | $25.2K | 0.00% | +254 | New |
| Plante Moran Financial Advisors, LLC | 251 | $24.9K | 0.00% | +75+42.6% | Added |
| Osterweis Capital Management Inc | 250 | $24.8K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $24.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 250 | $24.8K | 0.00% | +14+5.9% | Added |
| Central Pacific Bank - Trust Division | 235 | $23.2K | 0.00% | +235 | New |
| West Branch Capital LLC | 232 | $23.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 235 | $23.0K | 0.00% | −143−37.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 230 | $22.8K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 227 | $22.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 247 | $22.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 222 | $22.0K | 0.00% | +68+44.2% | Added |
| McClarren Financial Advisors, Inc. | 217 | $22.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 217 | $21.5K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 212 | $21.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 208 | $20.7K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 206 | $20.4K | 0.00% | +206 | New |
| Strengthening Families & Communities, LLC | 197 | $20.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $19.9K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 199 | $19.8K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 198 | $19.7K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 196 | $19.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 192 | $19.1K | 0.00% | −56−22.6% | Reduced |
| Rosenberg Matthew Hamilton | 188 | $18.5K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 180 | $17.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 178 | $17.7K | 0.00% | −162−47.6% | Reduced |
| Cedar Mountain Advisors, LLC | 172 | $17.1K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $17.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 171 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 167 | $16.6K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 164 | $16.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 164 | $16.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 162 | $16.1K | 0.01% | +155+2,214.3% | Added |
| Sound Income Strategies, LLC | 162 | $16.1K | 0.00% | −3−1.8% | Reduced |
| GW&K Investment Management, LLC | 163 | $16.0K | 0.00% | −1−0.6% | Reduced |
| TSFG, LLC | 163 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 164 | $15.7K | 0.01% | +2+1.2% | Added |
| Edmond de Rothschild Holding S.A. | 150 | $14.9K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 150 | $14.9K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 144 | $14.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 145 | $14.0K | 0.00% | +14+10.7% | Added |
| Core Alternative Capital | 139 | $13.8K | 0.00% | −136−49.5% | Reduced |
| Creative Financial Designs Inc | 136 | $13.5K | 0.00% | −30−18.1% | Reduced |
| New Covenant Trust Company, N.A. | 133 | $13.2K | 0.01% | +133 | New |
| Tortoise Investment Management, LLC | 125 | $12.4K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 113 | $12.0K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 120 | $11.9K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 118 | $11.7K | 0.01% | 00.0% | Unchanged |
| Raelipskie Partnership | 114 | $11.3K | 0.01% | 00.0% | Unchanged |