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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 9,787 | $971.6K | 0.05% | −26−0.3% | Reduced |
| Oppenheimer & Co Inc | 9,751 | $968.0K | 0.02% | −432−4.2% | Reduced |
| Bleakley Financial Group, LLC | 9,726 | $965.5K | 0.03% | +117+1.2% | Added |
| Simplicity Wealth,LLC | 9,711 | $964.0K | 0.02% | +9,711 | New |
| Atria Wealth Solutions, Inc. | 9,656 | $958.5K | 0.01% | +2,151+28.7% | Added |
| Resources Investment Advisors, LLC. | 9,642 | $957.1K | 0.02% | +574+6.3% | Added |
| Jefferies Financial Group Inc. | 9,639 | $956.9K | 0.02% | −76,795−88.8% | Reduced |
| Cypress Capital Group | 9,581 | $951.1K | 0.11% | −182−1.9% | Reduced |
| Guinness Atkinson Asset Management Inc | 9,552 | $948.2K | 0.45% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 9,526 | $945.6K | 0.45% | −289−2.9% | Reduced |
| HighPoint Advisor Group LLC | 9,784 | $945.0K | 0.07% | +123+1.3% | Added |
| Salem Investment Counselors Inc | 9,459 | $939.0K | 0.03% | −164−1.7% | Reduced |
| Fractal Investments LLC | 9,400 | $933.1K | 0.17% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 9,261 | $919.3K | 0.03% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 9,221 | $915.4K | 0.01% | −129−1.4% | Reduced |
| Parallel Advisors, LLC | 9,199 | $913.1K | 0.02% | +211+2.3% | Added |
| Snowden Capital Advisors LLC | 9,155 | $908.9K | 0.03% | +936+11.4% | Added |
| Shell Asset Management Co | 9,437 | $908.0K | 0.04% | −7,951−45.7% | Reduced |
| GWM Advisors LLC | 9,146 | $907.8K | 0.01% | +2,514+37.9% | Added |
| Holowesko Partners Ltd. | 9,000 | $893.4K | 0.37% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 9,064 | $893.4K | 0.05% | +9,064 | New |
| Cooper Financial Group | 8,864 | $879.9K | 0.14% | +665+8.1% | Added |
| Home Federal Bank of Tennessee | 8,846 | $878.2K | 0.27% | +25+0.3% | Added |
| Kestra Private Wealth Services, LLC | 8,832 | $876.7K | 0.02% | −409−4.4% | Reduced |
| Glenview Trust Co | 8,635 | $857.2K | 0.02% | −59−0.7% | Reduced |
| Fox Run Management, L.L.C. | 8,598 | $853.5K | 0.18% | +8,598 | New |
| Summit Trail Advisors, LLC | 8,568 | $850.6K | 0.02% | +8,568 | New |
| Integrated Wealth Concepts LLC | 8,436 | $837.5K | 0.01% | +219+2.7% | Added |
| Sit Investment Associates Inc | 8,415 | $835.0K | 0.02% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 8,300 | $823.9K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,260 | $820.0K | 0.03% | −817−9.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 8,214 | $815.4K | 0.09% | −100−1.2% | Reduced |
| Zions Bancorporation, N.A. | 8,129 | $807.0K | 0.06% | −1,774−17.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,066 | $800.7K | 0.04% | +75+0.9% | Added |
| Sequoia Financial Advisors, LLC | 8,054 | $799.6K | 0.01% | −18,051−69.1% | Reduced |
| Advisors Asset Management, Inc. | 8,048 | $798.9K | 0.02% | +1,934+31.6% | Added |
| Williams Jones Wealth Management, LLC. | 8,000 | $794.2K | 0.01% | −983−10.9% | Reduced |
| Apollon Wealth Management, LLC | 7,982 | $792.3K | 0.02% | +3,139+64.8% | Added |
| Dumont & Blake Investment Advisors LLC | 7,974 | $791.6K | 0.23% | +102+1.3% | Added |
| Axxcess Wealth Management, LLC | 7,960 | $790.2K | 0.02% | +3,818+92.2% | Added |
| Vestcor Inc | 7,875 | $782.0K | 0.03% | −976−11.0% | Reduced |
| Baldwin Investment Management, LLC | 7,697 | $764.1K | 0.10% | −36−0.5% | Reduced |
| Daymark Wealth Partners, LLC | 7,628 | $757.2K | 0.04% | −779−9.3% | Reduced |
| Pring Turner Capital Group Inc | 7,575 | $752.0K | 0.55% | 00.0% | Unchanged |
| Central Trust Co | 7,558 | $750.3K | 0.02% | −255−3.3% | Reduced |
| Philadelphia Trust Co | 7,439 | $738.0K | 0.06% | −90−1.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,422 | $737.0K | 0.01% | −1,520−17.0% | Reduced |
| Romano Brothers and Company | 7,384 | $733.0K | 0.10% | −22−0.3% | Reduced |
| Lido Advisors, LLC | 7,380 | $732.6K | 0.01% | +654+9.7% | Added |
| Sentry Investment Management LLC | 7,365 | $731.0K | 0.28% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,246 | $719.3K | 0.02% | −70−1.0% | Reduced |
| Ar Asset Management Inc | 7,200 | $715.0K | 0.17% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 7,155 | $714.5K | 0.47% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,009 | $695.8K | 0.01% | −593−7.8% | Reduced |
| Chicago Capital, LLC | 6,983 | $693.2K | 0.02% | −102−1.4% | Reduced |
| ELCO Management Co., LLC | 6,937 | $688.6K | 0.42% | 00.0% | Unchanged |
| Ostrum Asset Management | 6,898 | $684.8K | 0.05% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 6,858 | $677.8K | 0.12% | −15−0.2% | Reduced |
| Curbstone Financial Management Corp | 6,818 | $676.8K | 0.15% | −150−2.2% | Reduced |
| Acadian Asset Management LLC | 6,798 | $673.0K | 0.00% | +5,187+322.0% | Added |
| Cary Street Partner Investment Advisory LLC | 6,770 | $672.0K | 0.03% | +71+1.1% | Added |
| Ci Investments Inc. | 6,736 | $669.0K | 0.00% | +920+15.8% | Added |
| Waterford Advisors, LLC | 6,690 | $664.1K | 0.28% | 00.0% | Unchanged |
| Lincoln National Corp | 6,624 | $657.5K | 0.01% | +1,371+26.1% | Added |
| Profund Advisors LLC | 6,610 | $656.2K | 0.03% | +1,088+19.7% | Added |
| Investment Management Corp of Ontario | 6,608 | $656.0K | 0.02% | −3,000−31.2% | Reduced |
| Westhampton Capital, LLC | 6,587 | $653.9K | 0.36% | 00.0% | Unchanged |
| Simmons Bank | 6,565 | $651.7K | 0.05% | −349−5.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,539 | $649.0K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,516 | $646.9K | 0.01% | −219−3.3% | Reduced |
| National Asset Management, Inc. | 8,045 | $646.1K | 0.02% | +1,068+15.3% | Added |
| NorthRock Partners, LLC | 6,489 | $644.1K | 0.02% | +860+15.3% | Added |
| J.W. Cole Advisors, Inc. | 6,452 | $640.2K | 0.03% | +1,405+27.8% | Added |
| Auto-Owners Insurance Co | 6,393 | $634.6K | 0.02% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 6,367 | $632.0K | 0.28% | +238+3.9% | Added |
| Ballentine Partners, LLC | 6,326 | $628.0K | 0.01% | +2,179+52.5% | Added |
| Wedmont Private Capital | 6,296 | $624.0K | 0.05% | −32−0.5% | Reduced |
| Empowered Funds, LLC | 6,205 | $616.0K | 0.01% | +1,884+43.6% | Added |
| Means Investment Co., Inc. | 6,188 | $614.3K | 0.08% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,181 | $613.6K | 0.02% | +63+1.0% | Added |
| Meridian Management Co | 6,123 | $607.8K | 0.17% | +9+0.1% | Added |
| Kingsview Wealth Management, LLC | 6,099 | $605.5K | 0.02% | +455+8.1% | Added |
| Mesirow Financial Investment Management, Inc. | 6,055 | $601.2K | 0.01% | +645+11.9% | Added |
| Wetherby Asset Management Inc | 6,056 | $601.2K | 0.03% | −146−2.4% | Reduced |
| Holderness Investments Co | 6,011 | $596.7K | 0.15% | −87−1.4% | Reduced |
| Citadel Advisors LLC | 5,984 | $594.0K | 0.00% | −164,287−96.5% | Reduced |
| Lindbrook Capital, LLC | 5,970 | $592.6K | 0.06% | +78+1.3% | Added |
| Wendell David Associates Inc | 5,959 | $592.0K | 0.06% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 5,958 | $591.5K | 0.03% | −624−9.5% | Reduced |
| Ahl Investment Management, Inc. | 5,952 | $590.9K | 0.45% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 5,936 | $589.3K | 0.07% | +21+0.4% | Added |
| Allred Capital Management, LLC | 5,911 | $586.8K | 0.23% | −123−2.0% | Reduced |
| Garrison Point Advisors, LLC | 5,804 | $576.2K | 0.37% | −100−1.7% | Reduced |
| Moneta Group Investment Advisors LLC | 5,764 | $572.2K | 0.01% | +5,764 | New |
| Bull Street Advisors, LLC | 5,680 | $564.0K | 0.27% | +500+9.7% | Added |
| Quotient Wealth Partners, LLC | 5,667 | $562.6K | 0.02% | −2,032−26.4% | Reduced |
| Montag A & Associates Inc | 5,645 | $560.4K | 0.03% | −72−1.3% | Reduced |
| Ingalls & Snyder LLC | 5,633 | $559.0K | 0.02% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 5,628 | $558.7K | 0.21% | −46−0.8% | Reduced |
| Graham Capital Management, L.P. | 5,600 | $555.9K | 0.02% | −7,075−55.8% | Reduced |