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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 18,026 | $1.79M | 0.05% | +8,779+94.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,930 | $1.78M | 0.06% | +2,711+17.8% | Added |
| Prudential PLC | 17,819 | $1.77M | 0.01% | +740+4.3% | Added |
| Dearborn Partners LLC | 17,661 | $1.75M | 0.08% | −31−0.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 17,649 | $1.75M | 0.81% | +17,649 | New |
| Beacon Pointe Advisors, LLC | 17,354 | $1.72M | 0.02% | +429+2.5% | Added |
| Engineers Gate Manager LP | 17,209 | $1.71M | 0.04% | +2,979+20.9% | Added |
| Essex Financial Services, Inc. | 16,973 | $1.68M | 0.16% | −222−1.3% | Reduced |
| NBT Bank N A | 16,923 | $1.68M | 0.12% | −410−2.4% | Reduced |
| Caxton Associates LP | 16,728 | $1.66M | 0.11% | +16,728 | New |
| E. Ohman J:or Asset Management AB | 16,700 | $1.66M | 0.04% | +1,100+7.1% | Added |
| Perigon Wealth Management, LLC | 16,572 | $1.65M | 0.05% | +170+1.0% | Added |
| Metropolitan Life Insurance Co | 16,353 | $1.62M | 0.07% | −304−1.8% | Reduced |
| American National Bank | 16,287 | $1.62M | 0.21% | −2,562−13.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,222 | $1.61M | 0.17% | −12,579−43.7% | Reduced |
| Snider Financial Group | 16,157 | $1.60M | 0.67% | +600+3.9% | Added |
| CWM, LLC | 16,107 | $1.60M | 0.01% | +1,955+13.8% | Added |
| Tufton Capital Management | 16,057 | $1.59M | 0.31% | −3,362−17.3% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.59M | 2.17% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 15,736 | $1.56M | 0.09% | +2,964+23.2% | Added |
| Trust Co of Vermont | 15,571 | $1.55M | 0.09% | +2,786+21.8% | Added |
| Swiss Life Asset Management Ltd | 15,186 | $1.51M | 0.02% | −58,946−79.5% | Reduced |
| Empirical Finance, LLC | 15,029 | $1.49M | 0.09% | +495+3.4% | Added |
| 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 |
| Pensionfund Sabic | 15,000 | $1.49M | 0.44% | 00.0% | Unchanged |
| Blair William & Co | 14,901 | $1.48M | 0.00% | −248−1.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 14,880 | $1.48M | 0.10% | −5,519−27.1% | Reduced |
| UniSuper Management Pty Ltd | 14,831 | $1.47M | 0.01% | +11,072+294.5% | Added |
| Park Avenue Securities LLC | 14,804 | $1.47M | 0.02% | +764+5.4% | Added |
| Triangle Securities Wealth Management | 14,778 | $1.47M | 0.42% | −65−0.4% | Reduced |
| Qtron Investments LLC | 14,658 | $1.46M | 0.21% | +3,458+30.9% | Added |
| Synovus Financial Corp | 14,555 | $1.45M | 0.02% | −23−0.2% | Reduced |
| Ossiam | 14,404 | $1.43M | 0.03% | −7,473−34.2% | Reduced |
| Trexquant Investment LP | 14,300 | $1.42M | 0.03% | −167,281−92.1% | Reduced |
| Ieq Capital, LLC | 14,211 | $1.41M | 0.02% | +1,258+9.7% | Added |
| Norinchukin Bank, The | 14,180 | $1.41M | 0.04% | −319−2.2% | Reduced |
| Bessemer Group Inc | 13,941 | $1.39M | 0.00% | −392−2.7% | Reduced |
| United Services Automobile Association | 13,851 | $1.37M | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 13,800 | $1.37M | 0.00% | −22,259−61.7% | Reduced |
| Worldquant Millennium Advisors LLC | 13,754 | $1.37M | 0.02% | −47,931−77.7% | Reduced |
| iA Global Asset Management Inc. | 13,702 | $1.36M | 0.03% | +3,438+33.5% | Added |
| Goelzer Investment Management, Inc. | 13,583 | $1.35M | 0.08% | −55−0.4% | Reduced |
| Van Hulzen Asset Management, LLC | 13,500 | $1.34M | 0.09% | 00.0% | Unchanged |
| Whittier Trust Co | 13,407 | $1.33M | 0.02% | −133−1.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 13,380 | $1.33M | 0.09% | −1,200−8.2% | Reduced |
| Virtu Financial LLC | 13,292 | $1.32M | 0.10% | +2,056+18.3% | Added |
| Ferguson Wellman Capital Management, Inc | 13,264 | $1.32M | 0.03% | −1,524−10.3% | Reduced |
| Parsons Capital Management Inc | 13,198 | $1.31M | 0.09% | −217−1.6% | Reduced |
| Woodstock Corp | 13,124 | $1.30M | 0.13% | −127−1.0% | Reduced |
| Walleye Capital LLC | 13,072 | $1.30M | 0.01% | +13,072 | New |
| Hartford Funds Management Co LLC | 13,015 | $1.29M | 0.12% | +1,604+14.1% | Added |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.29M | 0.16% | 00.0% | Unchanged |
| Private Trust Co NA | 12,931 | $1.28M | 0.14% | +118+0.9% | Added |
| Metis Global Partners, LLC | 12,930 | $1.28M | 0.05% | −378−2.8% | Reduced |
| Vontobel Holding Ltd. | 12,924 | $1.28M | 0.01% | −502−3.7% | Reduced |
| Hartford Financial Management Inc. | 12,918 | $1.28M | 0.27% | −420−3.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,865 | $1.28M | 0.03% | −89−0.7% | Reduced |
| Davenport & Co LLC | 12,571 | $1.25M | 0.01% | +48+0.4% | Added |
| Principal Securities, Inc. | 12,570 | $1.25M | 0.04% | +2,011+19.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,502 | $1.24M | 0.09% | +2,412+23.9% | Added |
| Ironwood Investment Management LLC | 12,497 | $1.24M | 0.61% | +339+2.8% | Added |
| Ellevest, Inc. | 12,474 | $1.24M | 0.08% | +498+4.2% | Added |
| Argent Trust Co | 12,167 | $1.21M | 0.05% | +2,054+20.3% | Added |
| D.A. Davidson & Co. | 11,973 | $1.19M | 0.01% | +262+2.2% | Added |
| Machina Capital S.A.S. | 11,872 | $1.18M | 0.62% | −1,904−13.8% | Reduced |
| XTX Topco Ltd | 11,804 | $1.17M | 0.16% | +11,804 | New |
| Rossmore Private Capital | 11,728 | $1.16M | 0.15% | −155−1.3% | Reduced |
| Atria Investments LLC | 11,668 | $1.16M | 0.02% | −253−2.1% | Reduced |
| Principle Wealth Partners LLC | 11,639 | $1.16M | 0.09% | −17−0.1% | Reduced |
| Neville Rodie & Shaw Inc | 11,608 | $1.15M | 0.09% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,481 | $1.14M | 0.03% | −519−4.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,355 | $1.13M | 0.04% | −100−0.9% | Reduced |
| V-Square Quantitative Management LLC | 11,290 | $1.12M | 0.19% | +1,673+17.4% | Added |
| Rakuten Investment Management, Inc. | 11,250 | $1.12M | 0.01% | +9,922+747.1% | Added |
| Bollard Group LLC | 11,187 | $1.11M | 0.03% | +23+0.2% | Added |
| Bartlett & Co. Wealth Management LLC | 11,170 | $1.11M | 0.02% | +70+0.6% | Added |
| Verition Fund Management LLC | 10,893 | $1.08M | 0.01% | −9,896−47.6% | Reduced |
| La Banque Postale Asset Management SA | 10,833 | $1.08M | 0.04% | −1,100−9.2% | Reduced |
| Dash Acquisitions Inc. | 11,230 | $1.07M | 0.34% | +323+3.0% | Added |
| NEOS Investment Management LLC | 10,646 | $1.06M | 0.07% | +3,717+53.6% | Added |
| WBI Investments | 10,643 | $1.06M | 0.22% | +8,331+360.3% | Added |
| Abbrea Capital, LLC | 10,639 | $1.06M | 0.14% | −100−0.9% | Reduced |
| Lafayette Investments, Inc. | 10,616 | $1.05M | 0.24% | +1,931+22.2% | Added |
| Veriti Management LLC | 10,530 | $1.05M | 0.08% | +1,422+15.6% | Added |
| Groupama Asset Managment | 5,281 | $1.03M | 0.02% | −6,452−55.0% | Reduced |
| Bridges Investment Management Inc | 10,390 | $1.03M | 0.03% | +1,250+13.7% | Added |
| Burney Co | 10,341 | $1.03M | 0.04% | −548−5.0% | Reduced |
| Monarch Capital Management Inc | 10,286 | $1.02M | 0.29% | −177−1.7% | Reduced |
| Eventide Asset Management, LLC | 10,189 | $1.01M | 0.02% | +10,189 | New |
| Compass Wealth Management LLC | 10,108 | $1.00M | 0.25% | −275−2.6% | Reduced |
| Brevan Howard Capital Management LP | 10,042 | $996.9K | 0.09% | +10,042 | New |
| Panagora Asset Management Inc | 10,004 | $993.1K | 0.01% | −201−2.0% | Reduced |
| Canal Insurance CO | 10,000 | $993.0K | 0.26% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 9,940 | $986.7K | 0.01% | +611+6.5% | Added |
| Greenleaf Trust | 9,880 | $980.8K | 0.01% | +415+4.4% | Added |
| Sciencast Management LP | 9,876 | $980.4K | 0.60% | +9,876 | New |
| Field & Main Bank | 9,810 | $973.8K | 0.38% | −27−0.3% | Reduced |
| Merit Financial Group, LLC | 10,566 | $973.4K | 0.02% | +379+3.7% | Added |
| Trust Co of Toledo NA | 9,798 | $972.6K | 0.15% | −216−2.2% | Reduced |