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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 39,156 | $3.89M | 0.05% | +1,393+3.7% | Added |
| Wealthfront Advisers LLC | 39,096 | $3.88M | 0.01% | +1,235+3.3% | Added |
| Farmers & Merchants Investments Inc | 38,404 | $3.81M | 0.13% | −3,376−8.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 38,391 | $3.81M | 0.05% | +97+0.3% | Added |
| Cacti Asset Management LLC | 38,404 | $3.75M | 0.31% | −1,397−3.5% | Reduced |
| Elo Mutual Pension Insurance Co | 37,496 | $3.72M | 0.09% | +1,548+4.3% | Added |
| Natixis | 37,492 | $3.72M | 0.02% | +37,492 | New |
| Richard Bernstein Advisors LLC | 36,961 | $3.67M | 0.08% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 36,045 | $3.58M | 0.01% | +10,751+42.5% | Added |
| Arlington Partners LLC | 35,190 | $3.49M | 1.78% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 35,174 | $3.49M | 0.01% | −483−1.4% | Reduced |
| Cerity Partners LLC | 34,850 | $3.46M | 0.01% | +9,119+35.4% | Added |
| Oregon Public Employees Retirement Fund | 34,707 | $3.45M | 0.07% | +2,794+8.8% | Added |
| Gulf International Bank (UK) Ltd | 34,102 | $3.38M | 0.09% | +199+0.6% | Added |
| Crossmark Global Holdings, Inc. | 34,090 | $3.38M | 0.06% | −11,459−25.2% | Reduced |
| Seascape Capital Management | 33,744 | $3.35M | 1.24% | +2,140+6.8% | Added |
| Mackenzie Financial Corp | 33,739 | $3.35M | 0.00% | +1,500+4.7% | Added |
| Rafferty Asset Management, LLC | 33,705 | $3.35M | 0.01% | −625−1.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 33,461 | $3.32M | 0.03% | −2,133−6.0% | Reduced |
| Marshall Wace, LLP | 33,369 | $3.31M | 0.01% | +33,369 | New |
| Wesbanco Bank Inc | 32,946 | $3.27M | 0.12% | +140+0.4% | Added |
| JustInvest LLC | 32,814 | $3.26M | 0.07% | +6,679+25.6% | Added |
| Circle Wealth Management, LLC | 32,806 | $3.26M | 0.08% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 32,132 | $3.19M | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 32,048 | $3.18M | 0.01% | +110+0.3% | Added |
| Okabena Investment Services Inc | 31,461 | $3.12M | 1.04% | −3,886−11.0% | Reduced |
| Assenagon Asset Management S.A. | 31,392 | $3.12M | 0.01% | −104,036−76.8% | Reduced |
| D L Carlson Investment Group Inc | 31,376 | $3.11M | 0.61% | +31,376 | New |
| Shelter Mutual Insurance Co | 31,200 | $3.10M | 0.80% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 30,791 | $3.06M | 0.09% | −1,954−6.0% | Reduced |
| Credit Agricole S A | 31,989 | $3.05M | 0.05% | +13,052+68.9% | Added |
| Maryland State Retirement & Pension System | 32,169 | $3.04M | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 30,450 | $3.02M | 0.03% | +4,909+19.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 30,370 | $3.01M | 0.07% | 00.0% | Unchanged |
| M. Kraus & Co | 30,192 | $3.00M | 0.91% | +18+0.1% | Added |
| AMG National Trust Bank | 29,684 | $2.95M | 0.09% | −183−0.6% | Reduced |
| Cresset Asset Management, LLC | 29,592 | $2.94M | 0.01% | +7,410+33.4% | Added |
| Louisbourg Investments Inc. | 35,523 | $2.94M | 0.82% | −65−0.2% | Reduced |
| Cohen Klingenstein LLC | 29,307 | $2.91M | 0.11% | 00.0% | Unchanged |
| Teza Capital Management LLC | 29,252 | $2.90M | 0.39% | +10,973+60.0% | Added |
| Pictet North America Advisors SA | 29,129 | $2.89M | 0.32% | +29,129 | New |
| Atlantic Union Bankshares Corp | 29,086 | $2.89M | 0.24% | +2,160+8.0% | Added |
| Roundview Capital LLC | 28,729 | $2.85M | 0.23% | +28,729 | New |
| Close Asset Management Ltd | 28,613 | $2.84M | 0.10% | −522−1.8% | Reduced |
| Quantinno Capital Management LP | 28,316 | $2.81M | 0.06% | +2,689+10.5% | Added |
| Brown Brothers Harriman & Co | 28,282 | $2.81M | 0.02% | +626+2.3% | Added |
| LRI Investments, LLC | 28,276 | $2.81M | 0.71% | +28,276 | New |
| Canandaigua National Bank & Trust Co | 27,915 | $2.77M | 0.41% | +156+0.6% | Added |
| Capital Fund Management S.A. | 27,770 | $2.76M | 0.03% | +27,770 | New |
| Evercore Wealth Management, LLC | 27,721 | $2.75M | 0.04% | −565−2.0% | Reduced |
| Baird Financial Group, Inc. | 27,661 | $2.75M | 0.01% | −5,857−17.5% | Reduced |
| Sandy Spring Bank | 27,351 | $2.72M | 0.12% | −2,492−8.4% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 27,122 | $2.69M | 0.47% | +5,518+25.5% | Added |
| JB Capital LLC | 26,309 | $2.61M | 0.17% | −263−1.0% | Reduced |
| Hartford Investment Management Co | 26,132 | $2.59M | 0.09% | −1,439−5.2% | Reduced |
| Everence Capital Management Inc | 25,430 | $2.52M | 0.17% | 00.0% | Unchanged |
| Toroso Investments, LLC | 25,252 | $2.51M | 0.04% | +8,356+49.5% | Added |
| Tower Research Capital LLC (TRC) | 25,217 | $2.50M | 0.06% | −37,718−59.9% | Reduced |
| Goodman Advisory Group, LLC | 25,165 | $2.50M | 0.79% | −994−3.8% | Reduced |
| Quest Partners LLC | 25,087 | $2.49M | 0.43% | +5,013+25.0% | Added |
| Silvercrest Asset Management Group LLC | 25,076 | $2.49M | 0.02% | +537+2.2% | Added |
| Liontrust Investment Partners LLP | 25,018 | $2.48M | 0.03% | −791−3.1% | Reduced |
| Heritage Investors Management Corp | 24,872 | $2.47M | 0.09% | −115−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 24,605 | $2.44M | 0.01% | −3,192−11.5% | Reduced |
| Liberty Capital Management, Inc. | 24,578 | $2.44M | 0.60% | +209+0.9% | Added |
| Securian Asset Management, Inc | 23,880 | $2.37M | 0.07% | −2,033−7.8% | Reduced |
| Letson Investment Management, Inc. | 23,677 | $2.35M | 0.99% | +528+2.3% | Added |
| Louisiana State Employees Retirement System | 23,600 | $2.34M | 0.05% | −1,100−4.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 23,500 | $2.33M | 1.18% | −2,000−7.8% | Reduced |
| YHB Investment Advisors, Inc. | 23,402 | $2.32M | 0.21% | +1,560+7.1% | Added |
| FORA Capital, LLC | 23,322 | $2.32M | 0.19% | −3,974−14.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 23,142 | $2.30M | 0.15% | +1,737+8.1% | Added |
| Trivant Custom Portfolio Group, LLC | 23,043 | $2.29M | 1.46% | +23,043 | New |
| Avantax Advisory Services, Inc. | 23,019 | $2.29M | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 22,932 | $2.28M | 0.02% | −4,808−17.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,833 | $2.27M | 0.01% | +4,104+21.9% | Added |
| Plato Investment Management Ltd | 22,745 | $2.26M | 0.23% | +21,772+2,237.6% | Added |
| Dodge & Cox | 22,260 | $2.21M | 0.00% | −5,004,237−99.6% | Reduced |
| Venture Visionary Partners LLC | 22,159 | $2.20M | 0.10% | +16,738+308.8% | Added |
| Vident Advisory, LLC | 21,474 | $2.13M | 0.04% | −119,916−84.8% | Reduced |
| Boston Financial Mangement LLC | 21,222 | $2.11M | 0.07% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 20,608 | $2.05M | 0.07% | −900−4.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,428 | $2.03M | 0.02% | +20.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 20,407 | $2.03M | 1.12% | +13,694+204.0% | Added |
| First Eagle Investment Management, LLC | 20,048 | $1.99M | 0.00% | +12,722+173.7% | Added |
| Teacher Retirement System of Texas | 20,001 | $1.99M | 0.01% | −31,698−61.3% | Reduced |
| Alps Advisors Inc | 19,543 | $1.94M | 0.01% | +256+1.3% | Added |
| Colony Group, LLC | 19,467 | $1.93M | 0.02% | +4,339+28.7% | Added |
| Pinnacle Associates Ltd | 19,417 | $1.93M | 0.03% | −703−3.5% | Reduced |
| Rockland Trust Co | 19,376 | $1.92M | 0.10% | −1,985−9.3% | Reduced |
| TrimTabs Asset Management, LLC | 19,346 | $1.92M | 0.48% | +19,346 | New |
| Selway Asset Management | 19,271 | $1.91M | 0.76% | +1,475+8.3% | Added |
| Huntington National Bank | 19,233 | $1.91M | 0.02% | −136−0.7% | Reduced |
| Sherbrooke Park Advisers LLC | 19,082 | $1.89M | 0.37% | +13,636+250.4% | Added |
| Fifth Third Bancorp | 18,974 | $1.88M | 0.01% | +1,178+6.6% | Added |
| Kestra Advisory Services, LLC | 18,651 | $1.85M | 0.01% | −176−0.9% | Reduced |
| Systematic Alpha Investments, LLC | 18,610 | $1.85M | 0.07% | 00.0% | Unchanged |
| Savant Capital, LLC | 18,400 | $1.83M | 0.02% | +525+2.9% | Added |
| Whittier Trust Co of Nevada Inc | 18,333 | $1.82M | 0.05% | +278+1.5% | Added |
| Zurich Insurance Group Ltd | 18,200 | $1.81M | 0.02% | +18,200 | New |