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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.

Q2 2024 vs. Q1 2024

How the institutions holding Otis Worldwide Corp changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of OTIS: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders1,202171,191+6
Shares350.3M1.89M353.8M+5.35M (+1.5%)
Value$34.8B$187.7M$34.1B−$516.5M (−1.5%)

17 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (81)

Institutions that held Otis Worldwide Corp at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to OTIS in Q2 2024
InstitutionSharesValue% of portfolio
FIFTHDELTA Ltd400,200$38.5M8.39%
J. Safra Sarasin Holding AG295,396$28.4M0.52%
Corebridge Financial, Inc.104,623$10.1M0.06%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)61,124$5.88M0.07%
HRT Financial LP46,000$4.43M0.02%
Mirae Asset Global ETFs Holdings Ltd.44,850$4.32M0.01%
Aviso Financial Inc.40,992$3.95M0.22%
Susquehanna Fundamental Investments, LLC33,119$3.19M0.07%
Mizuho Securities USA LLC31,177$3.00M0.07%
BDF-Gestion30,268$2.91M0.28%
MBB Public Markets I LLC29,990$2.89M0.06%
Sanctuary Advisors, LLC22,486$2.07M0.02%
Kovitz Investment Group Partners, LLC20,021$1.93M0.02%
Pearl River Capital, LLC15,644$1.51M0.24%
Redwood Investment Management, LLC14,434$1.33M0.12%
Paradigm Asset Management Co LLC11,500$1.11M0.31%
Appian Way Asset Management LP10,300$991.5K0.25%
Applied Finance Capital Management, LLC9,583$922.5K0.04%
Lee Danner & Bass Inc8,625$830.0K0.06%
GTS Securities LLC7,799$750.7K0.02%
Curated Wealth Partners LLC7,489$720.9K0.10%
MQS Management LLC6,809$655.4K0.40%
Laurion Capital Management LP6,728$647.6K0.02%
ClearAlpha Technologies LP5,987$576.3K0.23%
Bridgefront Capital, LLC5,963$574.0K0.24%
Diversify Wealth Management, LLC5,563$519.7K0.06%
Fullerton Fund Management Co Ltd.4,748$457.0K0.02%
Two Sigma Advisers, LP4,700$452.4K0.00%
Mirova4,505$433.7K0.08%
Fifth Third Wealth Advisors LLC4,234$407.6K0.03%
CTC Alternative Strategies, Ltd.4,093$394.0K0.17%
Banque Cantonale Vaudoise4,077$392.0K0.02%
Knollwood Investment Advisory, LLC4,008$385.8K0.04%
Bridgewater Associates, LP3,992$384.3K0.00%
Concurrent Investment Advisors, LLC3,614$347.9K0.01%
Deerfield Management Company, L.P. (Series C)3,248$312.7K0.01%
Heritage Wealth Management, Inc.3,117$302.0K0.10%
Meridian Wealth Management, LLC3,104$298.8K0.04%
AE Wealth Management LLC2,948$283.8K0.00%
Horan Securities, Inc.2,763$265.9K0.11%
Manning & Napier Advisors LLC2,424$233.3K0.00%
EntryPoint Capital, LLC2,411$232.1K0.11%
Gladius Capital Management LP2,364$227.6K0.23%
Interchange Capital Partners, LLC2,267$218.2K0.08%
Maven Securities LTD2,245$216.1K0.03%
Independent Advisor Alliance2,198$211.6K0.01%
Two Sigma Securities, LLC2,174$209.3K0.01%
Wiley Bros.-Aintree Capital, LLC2,149$206.8K0.01%
Avestar Capital, LLC2,114$203.5K0.02%
International Assets Investment Management, LLC1,741$167.6K0.02%
Transatlantique Private Wealth LLC41,109$146.8K0.06%
Cromwell Holdings LLC1,216$117.1K0.07%
Ashton Thomas Private Wealth, LLC1,045$100.6K0.01%
Group One Trading, L.P.777$74.8K0.00%
Opal Wealth Advisors, LLC740$71.2K0.02%
Beach Investment Counsel Inc691$67.0K0.01%
Coppell Advisory Solutions LLC614$59.1K0.01%
Thurston, Springer, Miller, Herd & Titak, Inc.517$49.8K0.02%
Redwood Wealth Management Group, LLC507$48.8K0.04%
Financial Network Wealth Advisors LLC400$38.5K0.03%
Camelot Portfolios, LLC300$28.9K0.02%
Ridgewood Investments LLC253$24.4K0.01%
Hobbs Group Advisors, LLC203$19.6K0.01%
Family Firm, Inc.201$19.4K0.00%
Olistico Wealth, LLC200$19.3K0.01%
ZynergyRetirementPlanningLLC140$13.5K0.01%
Accordant Advisory Group Inc125$12.0K0.01%
TruNorth Capital Management, LLC65$6.26K0.00%
BBJS Financial Advisors, LLC60$5.78K0.00%
McMahon Financial Advisors, LLC49$4.72K0.00%
Princeton Global Asset Management LLC36$3.46K0.00%
Unique Wealth Strategies, LLC25$2.48K0.00%
1620 Investment Advisors, Inc.17$1.64K0.00%
Chris Bulman Inc15$1.44K0.00%
Thomas J. Herzfeld Advisors, Inc.13$1.25K0.00%
Fairscale Capital, LLC12$1.20K0.00%
Fairway Wealth LLC10$9630.00%
New Millennium Group LLC9$8660.00%
Wolff Wiese Magana LLC5$4820.00%
Highline Wealth Partners LLC3$2890.00%
Evolution Advisers, Inc.4$00.00%

Sold out (75)

Institutions that held Otis Worldwide Corp at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of OTIS in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Ako Capital LLP761,938$75.6M
Qube Research & Technologies Ltd444,205$44.1M
Renaissance Technologies LLC409,200$40.6M
Caisse de Depot Et Placement du Quebec216,200$21.5M
American International Group, Inc.107,841$10.7M
Holocene Advisors, LP85,494$8.49M
Advisors Preferred, LLC84,652$8.34M
Texas Permanent School Fund83,792$8.32M
Evoke Wealth, LLC58,980$5.85M
Y-Intercept (Hong Kong) Ltd52,515$5.21M
Occudo Quantitative Strategies LP48,793$4.84M
Exchange Capital Management, Inc.43,465$4.24M
Marshall Wace, LLP33,369$3.31M
Lombard Odier Asset Management (Europe) Ltd23,142$2.30M
TrimTabs Asset Management, LLC19,346$1.92M
Sherbrooke Park Advisers LLC19,082$1.89M
Caxton Associates LP16,728$1.66M
Metropolitan Life Insurance Co16,353$1.62M
Worldquant Millennium Advisors LLC13,754$1.37M
Lombard Odier Asset Management (Switzerland) SA12,502$1.24M
Machina Capital S.A.S.11,872$1.18M
XTX Topco Ltd11,804$1.17M
Brevan Howard Capital Management LP10,042$996.9K
Alberta Investment Management Corp8,300$823.9K
Lincoln National Corp6,624$657.5K
Graham Capital Management, L.P.5,600$555.9K
Global Endowment Management, LP5,205$516.7K
Stonehage Fleming Financial Services Holdings Ltd6,170$512.9K
AustralianSuper Pty Ltd4,557$449.2K
Aigen Investment Management, LP4,067$403.7K
Blueshift Asset Management, LLC3,784$375.6K
Traphagen Investment Advisors LLC3,720$362.8K
Connor, Clark & Lunn Investment Management Ltd.3,000$297.8K
Change Path, LLC2,904$288.0K
ZWJ Investment Counsel Inc2,854$283.3K
Great Lakes Advisors, LLC2,461$244.3K
Wescott Financial Advisory Group, LLC2,460$244.2K
Dark Forest Capital Management LP2,450$243.2K
Cubist Systematic Strategies, LLC2,431$241.3K
Advisory Alpha, LLC2,416$239.9K
Capstone Investment Advisors, LLC2,386$236.9K
Badgley Phelps Wealth Managers, LLC2,300$228.3K
Nebula Research & Development LLC2,265$224.8K
AJ Advisors, LLC2,255$223.8K
Hartline Investment Corp2,252$223.6K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,252$223.6K
Financial Counselors Inc2,131$211.5K
FourThought Financial Partners, LLC2,095$208.0K
US Financial Advisors, LLC2,094$207.9K
Savoie Capital LLC2,019$200.4K
BKM Wealth Management, LLC1,754$174.1K
Fernwood Investment Management, LLC1,185$117.6K
Creative Capital Management Investments LLC947$94.0K
FRG Family Wealth Advisors LLC995$90.7K
Walleye Trading LLC891$88.5K
Vima LLC783$66.1K
CoreFirst Bank & Trust623$61.8K
Compagnie Lombard Odier SCmA560$55.6K
Optiver Holding B.V.506$50.2K
Northwest Investment Counselors, LLC405$40.2K
Harvest Fund Management Co., Ltd393$39.0K
Truvestments Capital LLC350$34.7K
LifeSteps Financial, Inc.311$30.9K
Palisade Asset Management, LLC206$20.4K
West Oak Capital, LLC175$17.0K
New Covenant Trust Company, N.A.133$13.2K
Mine & Arao Wealth Creation & Management, LLC.75$7.45K
Granite FO LLC57$5.32K
BFSG, LLC50$4.96K
Dixon Mitchell Investment Counsel Inc.50$4.96K
Northwest Capital Management Inc23$2.28K
Clear Street Markets LLC20$2.00K
GoalVest Advisory LLC18$1.79K
Global Trust Asset Management, LLC11$1.09K
Tfo-TDC, LLC2$199

Not filed for Q2 2024 yet (17)

Institutions that held Otis Worldwide Corp at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTIS in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG1,535,994$152.1M
Degroof Petercam Asset Management198,753$19.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund83,424$8.28M
Credential Qtrade Securities Inc.42,946$4.26M
Shell Asset Management Co9,437$908.0K
Wilbanks Smith & Thomas Asset Management LLC5,306$526.7K
Cambridge Trust Co4,912$487.6K
Financial Advisory Group3,711$368.4K
InterOcean Capital Group, LLC2,725$270.5K
Manning & Napier Group, LLC2,424$240.0K
Atlas Private Wealth Management2,371$235.4K
Mango Five Family, Inc.2,019$200.4K
Norwood Financial Corp335$33.3K
Retirement Group, LLC105$29.0K
Highlander Capital Management, LLC196$19.5K
Pflug Koory, LLC84$6.86K
FSA Wealth Management LLC57$5.69K