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 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 5,458 | $541.9K | 0.06% | +417+8.3% | Added |
| Headinvest, LLC | 5,356 | $531.7K | 0.10% | −140−2.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,350 | $531.1K | 0.06% | +175+3.4% | Added |
| Grimes & Company, Inc. | 5,325 | $528.6K | 0.02% | +183+3.6% | Added |
| Mutual Advisors, LLC | 5,311 | $527.2K | 0.02% | −62−1.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,306 | $526.7K | 0.01% | −60−1.1% | Reduced |
| Freestone Capital Holdings, LLC | 5,289 | $525.0K | 0.02% | −30−0.6% | Reduced |
| Valley Brook Capital Group | 5,215 | $517.7K | 0.41% | −100−1.9% | Reduced |
| Global Endowment Management, LP | 5,205 | $516.7K | 0.05% | −265−4.8% | Reduced |
| Gabelli Funds LLC | 5,200 | $516.2K | 0.00% | −800−13.3% | Reduced |
| Silver Oak Securities, Inc | 5,171 | $513.3K | 0.08% | +157+3.1% | Added |
| Optas, LLC | 5,168 | $513.0K | 0.14% | +100+2.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,170 | $512.9K | 0.03% | +6,170 | New |
| Stephens Inc | 5,116 | $507.9K | 0.01% | −482−8.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,074 | $503.7K | 0.02% | −249−4.7% | Reduced |
| Diversified Trust Co | 4,991 | $495.5K | 0.01% | −5−0.1% | Reduced |
| Verdence Capital Advisors LLC | 4,959 | $492.3K | 0.04% | +40+0.8% | Added |
| Monterey Private Wealth, Inc. | 4,943 | $490.7K | 0.20% | +8+0.2% | Added |
| Aull & Monroe Investment Management Corp | 4,933 | $489.7K | 0.22% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,919 | $488.8K | 0.00% | +112+2.3% | Added |
| Natixis Investment Managers International | 4,920 | $488.4K | 0.03% | −2,945−37.4% | Reduced |
| Cambridge Trust Co | 4,912 | $487.6K | 0.02% | −475−8.8% | Reduced |
| Umb Bank N A | 4,895 | $485.9K | 0.01% | −241−4.7% | Reduced |
| Pitcairn Co | 4,892 | $485.6K | 0.03% | −79−1.6% | Reduced |
| Trust Co of Virginia | 4,856 | $482.1K | 0.05% | −130−2.6% | Reduced |
| Checchi Capital Advisers, LLC | 4,798 | $476.3K | 0.04% | −10.0% | Reduced |
| Wedbush Securities Inc | 4,781 | $475.0K | 0.02% | +215+4.7% | Added |
| Excalibur Management Corp | 4,756 | $472.1K | 0.20% | +24+0.5% | Added |
| Moody National Bank Trust Division | 4,751 | $471.6K | 0.04% | +20+0.4% | Added |
| Choate Investment Advisors | 4,749 | $471.4K | 0.01% | −934−16.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,748 | $471.4K | 0.01% | +227+5.0% | Added |
| Signaturefd, LLC | 4,729 | $469.4K | 0.01% | +11+0.2% | Added |
| Caldwell Trust Co | 4,727 | $469.2K | 0.05% | −153−3.1% | Reduced |
| ISAM Funds (UK) Ltd | 4,717 | $468.3K | 0.27% | −9,433−66.7% | Reduced |
| Charter Trust Co | 4,686 | $465.2K | 0.03% | −300−6.0% | Reduced |
| Sovereign Financial Group, Inc. | 4,675 | $464.0K | 0.12% | +12+0.3% | Added |
| Moors & Cabot, Inc. | 4,615 | $458.1K | 0.02% | −1,070−18.8% | Reduced |
| Shayne & Co., LLC | 4,601 | $456.7K | 0.12% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,584 | $455.1K | 0.01% | +302+7.1% | Added |
| Core Wealth Partners LLC | 4,570 | $453.7K | 0.34% | 00.0% | Unchanged |
| Geller Advisors LLC | 4,568 | $453.5K | 0.04% | +163+3.7% | Added |
| Pinnacle Financial Partners Inc | 4,558 | $452.5K | 0.01% | +1,943+74.3% | Added |
| HBK Sorce Advisory LLC | 4,552 | $451.9K | 0.02% | +796+21.2% | Added |
| Beck Mack & Oliver LLC | 4,547 | $451.4K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,827 | $450.7K | 0.02% | −53−1.1% | Reduced |
| 1st Source Bank | 4,530 | $449.7K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 4,528 | $449.5K | 0.02% | −334−6.9% | Reduced |
| AustralianSuper Pty Ltd | 4,557 | $449.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,486 | $445.3K | 0.02% | −162−3.5% | Reduced |
| EP Wealth Advisors, LLC | 4,477 | $444.4K | 0.01% | +50+1.1% | Added |
| Allworth Financial LP | 4,459 | $442.6K | 0.00% | +453+11.3% | Added |
| Boston Private Wealth LLC | 4,457 | $442.4K | 0.01% | −282−6.0% | Reduced |
| Radnor Capital Management, LLC | 4,447 | $441.0K | 0.08% | +2,024+83.5% | Added |
| Exencial Wealth Advisors, LLC | 4,442 | $441.0K | 0.02% | −21−0.5% | Reduced |
| Bryn Mawr Trust Co | 4,442 | $441.0K | 0.02% | +4,442 | New |
| Paloma Partners Management Co | 4,439 | $440.7K | 0.06% | −1,359−23.4% | Reduced |
| Forte Capital LLC | 4,430 | $439.8K | 0.05% | −1,100−19.9% | Reduced |
| Bokf, NA | 4,428 | $436.5K | 0.01% | +7+0.2% | Added |
| Wealthspire Advisors, LLC | 4,388 | $435.6K | 0.01% | −14−0.3% | Reduced |
| Siemens Fonds Invest GmbH | 4,328 | $429.6K | 0.03% | −245−5.4% | Reduced |
| Pointe Capital Management LLC | 4,326 | $429.4K | 0.27% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,306 | $427.5K | 0.03% | −57−1.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $426.9K | 0.13% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 4,288 | $425.7K | 0.09% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,286 | $425.0K | 0.08% | 00.0% | Unchanged |
| Dover Advisors, LLC | 4,261 | $423.0K | 0.29% | +350+8.9% | Added |
| Waldron Private Wealth LLC | 4,260 | $422.9K | 0.02% | +40+0.9% | Added |
| Everett Harris & Co | 4,219 | $418.8K | 0.01% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 4,198 | $416.7K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4,180 | $414.9K | 0.10% | 00.0% | Unchanged |
| Archer Investment Corp | 4,242 | $414.1K | 0.12% | −21−0.5% | Reduced |
| Trust Point Inc. | 4,156 | $412.6K | 0.03% | −969−18.9% | Reduced |
| Schnieders Capital Management LLC | 4,144 | $411.4K | 0.08% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 4,142 | $411.2K | 0.12% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,224 | $408.0K | 0.02% | −294−6.5% | Reduced |
| Kraematon Investment Advisors, Inc | 4,094 | $406.5K | 0.41% | −149−3.5% | Reduced |
| Fiduciary Group LLC | 4,086 | $405.6K | 0.04% | +125+3.2% | Added |
| IHT Wealth Management, LLC | 4,077 | $404.7K | 0.02% | +15+0.4% | Added |
| Aigen Investment Management, LP | 4,067 | $403.7K | 0.09% | +4,067 | New |
| Boothbay Fund Management, LLC | 4,066 | $403.6K | 0.01% | −2,053−33.6% | Reduced |
| Atwood & Palmer Inc | 4,025 | $399.6K | 0.03% | 00.0% | Unchanged |
| Invesco, LLC | 4,008 | $397.9K | 0.17% | −61−1.5% | Reduced |
| Intrua Financial, LLC | 3,990 | $396.1K | 0.06% | +249+6.7% | Added |
| Graypoint LLC | 3,987 | $395.7K | 0.03% | −23−0.6% | Reduced |
| Sigma Planning Corp | 3,983 | $395.4K | 0.01% | +921+30.1% | Added |
| Flputnam Investment Management Co | 3,974 | $394.5K | 0.01% | +27+0.7% | Added |
| Aberdeen Wealth Management LLC | 3,974 | $394.5K | 0.23% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,930 | $390.1K | 0.03% | +60+1.6% | Added |
| First Western Trust Bank | 3,900 | $387.2K | 0.02% | −37−0.9% | Reduced |
| Larson Financial Group LLC | 3,877 | $384.9K | 0.03% | +2,124+121.2% | Added |
| Patten & Patten Inc | 3,843 | $381.5K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,824 | $379.6K | 0.01% | +170+4.7% | Added |
| Chemung Canal Trust Co | 3,815 | $378.7K | 0.07% | +33+0.9% | Added |
| GYL Financial Synergies, LLC | 3,812 | $378.4K | 0.03% | −13−0.3% | Reduced |
| Blueshift Asset Management, LLC | 3,784 | $375.6K | 0.20% | +3,784 | New |
| Sound View Wealth Advisors Group, LLC | 3,776 | $374.9K | 0.04% | −215−5.4% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,776 | $374.8K | 0.36% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,770 | $374.0K | 0.03% | 00.0% | Unchanged |
| QSV Equity Investors LLC | 3,767 | $373.9K | 0.36% | +3,767 | New |
| Gamco Investors, Inc. Et Al | 3,746 | $371.9K | 0.00% | −100−2.6% | Reduced |