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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 1,202 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ1 2024: $34.8B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q4 2023.

Institutions holding OTIS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Premier Path Wealth Partners, LLC2,697$267.7K0.05%+39+1.5%Added
GAMMA Investing LLC2,695$267.5K0.05%+629+30.4%Added
Court Place Advisors, LLC2,686$266.6K0.09%−185−6.4%Reduced
Shelton Capital Management2,685$266.5K0.01%−100−3.6%Reduced
Chicago Trust Co NA2,683$266.3K0.06%+25+0.9%Added
9258 Wealth Management, LLC2,679$266.0K0.04%00.0%Unchanged
Fort, L.P.2,666$264.7K0.66%−254−8.7%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,748$264.6K0.00%−21−0.8%Reduced
First National Trust Co2,657$263.8K0.01%−72−2.6%Reduced
Sapient Capital LLC2,655$263.6K0.01%−8−0.3%Reduced
Bellecapital International Ltd.2,624$260.5K0.06%00.0%Unchanged
MSH Capital Advisors LLC2,615$259.6K0.09%−44−1.7%Reduced
Anchor Investment Management, LLC2,615$259.6K0.03%00.0%Unchanged
Laurel Wealth Advisors LLC2,592$257.3K0.04%00.0%Unchanged
Brookstone Capital Management2,587$256.8K0.00%+2,587New
LGT Group Foundation2,585$256.6K0.01%−1,731−40.1%Reduced
Forum Financial Management, LP2,575$255.6K0.00%−448−14.8%Reduced
Lake Street Advisors Group, LLC2,566$254.8K0.01%+128+5.3%Added
Cyndeo Wealth Partners, LLC2,562$254.3K0.02%−5−0.2%Reduced
Equitable Holdings, Inc.2,553$253.4K0.00%−267−9.5%Reduced
Rehmann Capital Advisory Group2,550$253.2K0.02%+2,550New
Hancock Whitney Corp2,549$253.0K0.01%+111+4.6%Added
Patriot Financial Group Insurance Agency, LLC2,542$252.3K0.04%−10.0%Reduced
Founders Capital Management, LLC2,525$250.7K0.05%+75+3.1%Added
Aveo Capital Partners, LLC2,720$250.6K0.03%+16+0.6%Added
Sterling Financial Planning, Inc.2,500$248.2K0.10%00.0%Unchanged
Aprio Wealth Management, LLC2,496$247.8K0.05%+2,496New
Northeast Investment Management2,495$247.7K0.01%00.0%Unchanged
Cobblestone Capital Advisors LLC2,473$245.5K0.02%+200+8.8%Added
Howland Capital Management LLC2,469$245.1K0.01%−67−2.6%Reduced
Great Lakes Advisors, LLC2,461$244.3K0.00%−27−1.1%Reduced
Wescott Financial Advisory Group, LLC2,460$244.2K0.03%+2+0.1%Added
Mission Wealth Management, LP2,457$243.9K0.01%+153+6.6%Added
LMCG Investments, LLC2,456$243.8K0.01%−546−18.2%Reduced
Brighton Jones LLC2,456$243.8K0.01%−164−6.3%Reduced
Dark Forest Capital Management LP2,450$243.2K0.04%−2,464−50.1%Reduced
Farmers Trust Co2,450$243.2K0.05%00.0%Unchanged
Gratus Capital LLC2,446$242.8K0.01%00.0%Unchanged
Dorsey & Whitney Trust CO LLC2,444$242.6K0.02%+80+3.4%Added
Colonial Trust Advisors2,443$242.5K0.02%+21+0.9%Added
Prospera Financial Services Inc2,439$242.5K0.01%−209−7.9%Reduced
Tritonpoint Wealth, LLC2,869$242.1K0.03%+113+4.1%Added
Cubist Systematic Strategies, LLC2,431$241.3K0.00%−18,870−88.6%Reduced
Manning & Napier Group, LLC2,424$240.0K0.00%00.0%Unchanged
Advisory Alpha, LLC2,416$239.9K0.01%+8+0.3%Added
Montis Financial, LLC2,408$239.0K0.11%−65−2.6%Reduced
Charter Oak Capital Management, LLC2,402$238.4K0.03%−21−0.9%Reduced
Callan Capital, LLC2,390$237.3K0.02%−10−0.4%Reduced
Capstone Investment Advisors, LLC2,386$236.9K0.00%+2,386New
Advisor OS, LLC2,384$236.6K0.03%+32+1.4%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,381$236.4K0.01%+1,894+388.9%Added
Crestwood Advisors Group LLC2,377$236.0K0.01%+136+6.1%Added
Atlas Private Wealth Management2,371$235.4K0.10%+5+0.2%Added
Asset Dedication, LLC2,341$235.0K0.02%+10.0%Added
Greenwood Gearhart Inc2,347$232.9K0.02%−28−1.2%Reduced
Sentry LLC2,341$232.4K0.04%00.0%Unchanged
EverSource Wealth Advisors, LLC2,538$231.5K0.02%−65−2.5%Reduced
Capital Planning Advisors, LLC2,328$231.1K0.04%+12+0.5%Added
Optimum Investment Advisors2,325$230.8K0.11%00.0%Unchanged
Sabal Trust CO2,303$228.6K0.01%00.0%Unchanged
Badgley Phelps Wealth Managers, LLC2,300$228.3K0.01%−650−22.0%Reduced
Washington Trust Advisors, Inc.2,300$228.3K0.02%−450−16.4%Reduced
Adirondack Trust Co2,283$226.6K0.09%00.0%Unchanged
Nebula Research & Development LLC2,265$224.8K0.05%−6,432−74.0%Reduced
Naples Global Advisors, LLC2,265$224.8K0.02%00.0%Unchanged
AJ Advisors, LLC2,255$223.8K0.12%+8+0.4%Added
Hartline Investment Corp2,252$223.6K0.04%+2,252New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,252$223.6K0.04%+2,252New
Pinnacle Wealth Planning Services, Inc.2,219$220.3K0.03%−103−4.4%Reduced
Tyche Wealth Partners LLC2,205$218.9K0.05%−50−2.2%Reduced
Procyon Private Wealth Partners, LLC2,189$217.3K0.02%+2,189New
DF Dent & Co Inc2,184$216.8K0.00%−76−3.4%Reduced
North Star Investment Management Corp.2,181$216.5K0.02%+592+37.3%Added
Manchester Capital Management LLC2,165$214.9K0.03%+4+0.2%Added
Institute for Wealth Management, LLC.2,165$214.9K0.03%−172−7.4%Reduced
Leavell Investment Management, Inc.2,157$214.0K0.01%+2,157New
Pavion Blue Capital, LLC2,151$213.5K0.11%+2,151New
Financial Counselors Inc2,131$211.5K0.00%+2,131New
Coldstream Capital Management Inc2,128$211.2K0.01%+2,128New
Bennett Selby Investments LP2,124$210.8K0.10%+2,124New
Integrated Advisors Network LLC2,121$210.6K0.01%+2,121New
Reynders McVeigh Capital Management, LLC2,112$210.0K0.01%−261−11.0%Reduced
David Loasby2,112$209.3K0.02%+2,112New
Wellington Shields & Co., LLC2,103$208.8K0.07%+189+9.9%Added
Hall Capital Management Co Inc2,100$208.5K0.10%+2,100New
SeaCrest Wealth Management, LLC2,096$208.1K0.03%−2,377−53.1%Reduced
FourThought Financial Partners, LLC2,095$208.0K0.02%+2,095New
US Financial Advisors, LLC2,094$207.9K0.07%+2,094New
Arrow Financial Corp2,092$207.7K0.02%−17−0.8%Reduced
Haverford Trust Co2,076$206.1K0.00%+2,076New
Conning Inc.2,055$204.0K0.01%+2,055New
State of Wyoming2,044$202.9K0.03%−394−16.2%Reduced
Buckingham Strategic Partners2,037$202.2K0.01%+2,037New
Childress Capital Advisors, LLC2,020$200.5K0.06%+2,020New
Mango Five Family, Inc.2,019$200.4K0.07%00.0%Unchanged
Savoie Capital LLC2,019$200.4K0.03%+2,019New
nVerses Capital, LLC2,000$198.5K0.48%+2,000New
Harbour Investments, Inc.1,958$194.4K0.01%+351+21.8%Added
Penserra Capital Management LLC1,931$191.0K0.00%−1,792−48.1%Reduced
Massmutual Trust Co FSB1,867$185.3K0.01%+124+7.1%Added