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 |
|---|---|---|---|---|---|
| CX Institutional | 3,726 | $369.9K | 0.02% | −41−1.1% | Reduced |
| Financial Advisory Group | 3,711 | $368.4K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,689 | $366.2K | 0.03% | −20−0.5% | Reduced |
| Bragg Financial Advisors, Inc | 3,683 | $365.6K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 3,668 | $364.1K | 0.05% | −365−9.1% | Reduced |
| Traphagen Investment Advisors LLC | 3,720 | $362.8K | 0.04% | +3,720 | New |
| Kinneret Advisory, LLC | 3,634 | $360.7K | 0.04% | −11−0.3% | Reduced |
| First Citizens Bank & Trust Co | 3,630 | $360.4K | 0.01% | +1,275+54.1% | Added |
| GSB Wealth Management, LLC | 3,584 | $355.8K | 0.10% | +333+10.2% | Added |
| Northwest Bancshares, Inc. | 3,581 | $355.5K | 0.06% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,576 | $355.0K | 0.26% | −122−3.3% | Reduced |
| Azimuth Capital Investment Management LLC | 3,567 | $354.1K | 0.01% | −200−5.3% | Reduced |
| Bell Investment Advisors, Inc | 3,547 | $352.1K | 0.07% | 00.0% | Unchanged |
| Fruth Investment Management | 3,553 | $352.0K | 0.09% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,544 | $351.8K | 0.05% | +201+6.0% | Added |
| Washington Trust Co | 3,538 | $351.2K | 0.01% | −58−1.6% | Reduced |
| First Foundation Advisors | 3,536 | $351.0K | 0.01% | +41+1.2% | Added |
| GHP Investment Advisors, Inc. | 3,535 | $350.9K | 0.02% | −305−7.9% | Reduced |
| Symmetry Partners, LLC | 3,524 | $350.0K | 0.03% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 3,523 | $349.7K | 0.22% | +15+0.4% | Added |
| Americana Partners, LLC | 3,477 | $345.2K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,469 | $344.4K | 0.01% | +278+8.7% | Added |
| Tower Bridge Advisors | 3,458 | $343.3K | 0.03% | −1,500−30.3% | Reduced |
| NTV Asset Management LLC | 3,448 | $342.3K | 0.05% | +62+1.8% | Added |
| AlTi Global, Inc. | 3,444 | $341.9K | 0.01% | +3,444 | New |
| Boyd Watterson Asset Management LLC | 3,427 | $340.2K | 0.12% | +172+5.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,423 | $339.8K | 0.04% | +48+1.4% | Added |
| Addison Advisors LLC | 3,421 | $339.6K | 0.12% | −53−1.5% | Reduced |
| Bard Financial Services, Inc. | 3,420 | $339.5K | 0.04% | 00.0% | Unchanged |
| Country Club Bank | 3,415 | $339.0K | 0.02% | −255−6.9% | Reduced |
| PFG Investments, LLC | 3,404 | $337.9K | 0.02% | +3,404 | New |
| Farmers National Bank | 3,395 | $337.0K | 0.10% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,661 | $336.0K | 0.01% | −141−3.7% | Reduced |
| Telos Capital Management, Inc. | 3,384 | $335.9K | 0.04% | −353−9.4% | Reduced |
| Oak Thistle LLC | 3,382 | $335.7K | 0.30% | −15,413−82.0% | Reduced |
| Stonebridge Capital Advisors LLC | 3,343 | $331.9K | 0.03% | +3,343 | New |
| Defined Wealth Management, LLC | 3,337 | $331.3K | 0.24% | 00.0% | Unchanged |
| McDonald Partners LLC | 3,323 | $329.8K | 0.09% | −140−4.0% | Reduced |
| Flagship Harbor Advisors, LLC | 3,312 | $328.8K | 0.02% | −142−4.1% | Reduced |
| Aptus Capital Advisors, LLC | 3,303 | $327.9K | 0.01% | +563+20.5% | Added |
| Resonant Capital Advisors, LLC | 3,276 | $325.2K | 0.03% | +63+2.0% | Added |
| Morningstar Investment Services LLC | 3,259 | $325.0K | 0.00% | +3,259 | New |
| TCTC Holdings, LLC | 3,253 | $322.9K | 0.01% | −250−7.1% | Reduced |
| Nomura Holdings Inc | 3,237 | $321.3K | 0.00% | −47,829−93.7% | Reduced |
| Donaldson Capital Management, LLC | 3,227 | $320.3K | 0.01% | −72−2.2% | Reduced |
| KCM Investment Advisors LLC | 3,227 | $320.3K | 0.01% | −64−1.9% | Reduced |
| BSW Wealth Partners | 3,200 | $317.6K | 0.05% | +896+38.9% | Added |
| Advisory Services Network, LLC | 3,193 | $317.0K | 0.01% | +170+5.6% | Added |
| Old National Bancorp | 3,174 | $315.1K | 0.01% | −1,739−35.4% | Reduced |
| Institutional & Family Asset Management, LLC | 3,160 | $313.7K | 0.05% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,134 | $311.1K | 0.14% | +35+1.1% | Added |
| Lowe Brockenbrough & Co Inc | 3,124 | $310.1K | 0.02% | +3,124 | New |
| Ramirez Asset Management, Inc. | 3,121 | $309.8K | 0.06% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,113 | $309.0K | 0.19% | −335−9.7% | Reduced |
| Ritholtz Wealth Management | 3,112 | $308.9K | 0.01% | +409+15.1% | Added |
| Centaurus Financial, Inc. | 3,052 | $303.0K | 0.02% | −299−8.9% | Reduced |
| Keynote Financial Services LLC | 3,050 | $302.8K | 0.25% | +3,050 | New |
| J. L. Bainbridge & Co., Inc. | 3,035 | $301.3K | 0.03% | −24−0.8% | Reduced |
| St Germain D J Co Inc | 3,031 | $300.9K | 0.01% | −20−0.7% | Reduced |
| Hilltop Holdings Inc. | 3,020 | $299.8K | 0.03% | +157+5.5% | Added |
| Stock Yards Bank & Trust Co | 3,016 | $299.4K | 0.01% | −32−1.0% | Reduced |
| Courier Capital LLC | 3,015 | $299.3K | 0.02% | −724−19.4% | Reduced |
| Principal Street Partners, LLC | 3,074 | $298.5K | 0.06% | +455+17.4% | Added |
| St. Louis Trust Co | 3,000 | $297.8K | 0.05% | −277−8.5% | Reduced |
| Systematic Financial Management LP | 3,000 | $297.8K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $297.8K | 0.07% | 00.0% | Unchanged |
| General Partner, Inc. | 3,000 | $297.8K | 0.19% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 3,000 | $297.8K | 0.00% | +3,000 | New |
| Riverwater Partners LLC | 2,996 | $297.4K | 0.22% | −33−1.1% | Reduced |
| S.A. Mason LLC | 2,990 | $296.8K | 0.18% | +10.0% | Added |
| Fielder Capital Group LLC | 2,987 | $296.5K | 0.13% | +29+1.0% | Added |
| Vestmark Advisory Solutions, Inc. | 2,983 | $296.1K | 0.01% | −44−1.5% | Reduced |
| MEMBERS Trust Co | 2,956 | $293.4K | 0.01% | −477−13.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,950 | $292.8K | 0.02% | −211−6.7% | Reduced |
| LCM Capital Management Inc | 2,949 | $292.7K | 0.19% | −3−0.1% | Reduced |
| Douglas Lane & Associates, LLC | 2,946 | $292.4K | 0.00% | −239−7.5% | Reduced |
| New England Capital Financial Advisors LLC | 2,937 | $291.6K | 0.16% | +7+0.2% | Added |
| Campbell & CO Investment Adviser LLC | 2,930 | $290.9K | 0.03% | −1,965−40.1% | Reduced |
| Webster Bank, N. A. | 2,921 | $290.0K | 0.03% | −174−5.6% | Reduced |
| Signature Wealth Management Partners, LLC | 2,910 | $288.9K | 0.24% | 00.0% | Unchanged |
| South State Corp. | 2,910 | $288.9K | 0.02% | −333−10.3% | Reduced |
| Change Path, LLC | 2,904 | $288.0K | 0.01% | +2,904 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,890 | $286.9K | 0.00% | −374−11.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 2,882 | $286.1K | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,878 | $285.7K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,878 | $285.7K | 0.02% | −1,809−38.6% | Reduced |
| Forbes J M & Co LLP | 2,856 | $283.5K | 0.03% | −122−4.1% | Reduced |
| ZWJ Investment Counsel Inc | 2,854 | $283.3K | 0.01% | +2,854 | New |
| Ancora Advisors, LLC | 2,844 | $282.3K | 0.01% | +10.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,809 | $278.8K | 0.07% | −44−1.5% | Reduced |
| Clarius Group, LLC | 2,803 | $278.3K | 0.02% | −316−10.1% | Reduced |
| Sky Investment Group LLC | 2,790 | $277.0K | 0.05% | −150−5.1% | Reduced |
| Spinnaker Trust | 2,770 | $275.0K | 0.02% | −240−8.0% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $274.5K | 0.27% | 00.0% | Unchanged |
| Colonial Trust Co | 2,759 | $273.9K | 0.05% | −142−4.9% | Reduced |
| Great Valley Advisor Group, Inc. | 2,753 | $273.0K | 0.01% | −434−13.6% | Reduced |
| Sentinel Trust Co Lba | 2,750 | $273.0K | 0.04% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,725 | $270.5K | 0.01% | −16−0.6% | Reduced |
| Essex Savings Bank | 2,997 | $268.1K | 0.08% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 2,700 | $268.0K | 0.15% | −1,375−33.7% | Reduced |