Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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, Q2 2024

Institutional positions in Otis Worldwide Corp as of Jun 30, 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: 1,191; +6 vs. Q1 2024
Shares held: 353.8M; +5.35M (+1.5%) vs. Q1 2024
Total value: $34.1B; −$516.5M (−1.5%) vs. Q1 2024
New holders: 81; 396 more added
Sold out: 75; 455 more reduced

17 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 1,191 institutions

Value heldQ2 2024: $34.1B

Institutions holding OTIS and their total value by quarter
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, Q2 2024

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2024.

Institutions holding OTIS in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
HBC Financial Services, PLLC	7	$0	0.00%	00.0%	Unchanged
Evolution Advisers, Inc.	4	$0	0.00%	+4	New
McClarren Financial Advisors, Inc.	96	$11	0.01%	−121−55.8%	Reduced
MeadowBrook Investment Advisors LLC	2	$193	0.00%	00.0%	Unchanged
PSI Advisors, LLC	2	$193	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	2	$193	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	3	$289	0.00%	+3	New
Wolff Wiese Magana LLC	5	$482	0.00%	+5	New
ClariVest Asset Management LLC	6	$576	0.00%	00.0%	Unchanged
Fairman Group, LLC	8	$770	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	9	$866	0.00%	00.0%	Unchanged
New Millennium Group LLC	9	$866	0.00%	+9	New
Fairway Wealth LLC	10	$963	0.00%	+10	New
Partnership Wealth Management, LLC	12	$1.12K	0.00%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	12	$1.16K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	12	$1.16K	0.00%	+3+33.3%	Added
Fairscale Capital, LLC	12	$1.20K	0.00%	+12	New
Guardian Wealth Management, Inc.	13	$1.21K	0.00%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	13	$1.25K	0.00%	+13	New
Bogart Wealth, LLC	14	$1.35K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	14	$1.35K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	15	$1.44K	0.00%	00.0%	Unchanged
NVWM, LLC	15	$1.44K	0.00%	+5+50.0%	Added
Chris Bulman Inc	15	$1.44K	0.00%	+15	New
Dogwood Wealth Management LLC	16	$1.49K	0.00%	+1+6.7%	Added
Spectrum Wealth Counsel, LLC	16	$1.54K	0.00%	00.0%	Unchanged
1620 Investment Advisors, Inc.	17	$1.64K	0.00%	+17	New
Valued Wealth Advisors LLC	17	$1.64K	0.00%	00.0%	Unchanged
Planning Capital Management Corp	17	$1.64K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	19	$1.83K	0.00%	00.0%	Unchanged
TD Capital Management LLC	20	$1.93K	0.00%	−4−16.7%	Reduced
Ogorek Anthony Joseph	23	$2.00K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	21	$2.02K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	23	$2.21K	0.00%	00.0%	Unchanged
Twin Lakes Capital Management, LLC	23	$2.23K	0.00%	00.0%	Unchanged
Clear Point Advisors Inc.	24	$2.31K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	25	$2.41K	0.00%	00.0%	Unchanged
Unique Wealth Strategies, LLC	25	$2.48K	0.00%	+25	New
PFS Partners, LLC	26	$2.53K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	27	$2.60K	0.00%	00.0%	Unchanged
Financial Freedom, LLC	28	$2.65K	0.00%	+1+3.7%	Added
DiNuzzo Private Wealth, Inc.	28	$2.70K	0.00%	+4+16.7%	Added
DHJJ Financial Advisors, Ltd.	29	$2.79K	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	36	$3.46K	0.00%	+36	New
Fortis Group Advisors, LLC	38	$3.66K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	40	$3.85K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	40	$3.86K	0.00%	+8+25.0%	Added
Toth Financial Advisory Corp	45	$4.33K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	45	$4.33K	0.00%	00.0%	Unchanged
Salomon & Ludwin, LLC	46	$4.43K	0.00%	−17−27.0%	Reduced
Hoey Investments, Inc	46	$4.43K	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	48	$4.62K	0.00%	−59−55.1%	Reduced
McMahon Financial Advisors, LLC	49	$4.72K	0.00%	+49	New
Westside Investment Management, Inc.	50	$4.81K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	50	$4.81K	0.00%	00.0%	Unchanged
Lummis Asset Management, LP	50	$4.81K	0.01%	00.0%	Unchanged
Peoples Financial Services Corp.	50	$4.81K	0.00%	00.0%	Unchanged
Harel Insurance Investments & Financial Services Ltd.	55	$5.00K	0.00%	00.0%	Unchanged
Gilliland Jeter Wealth Management LLC	52	$5.01K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	55	$5.29K	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	55	$5.31K	0.00%	00.0%	Unchanged
Tower View Investment Management & Research LLC	58	$5.55K	0.00%	00.0%	Unchanged
Central Bank & Trust Co	58	$5.58K	0.00%	00.0%	Unchanged
Syntax Research, Inc.	59	$5.68K	0.00%	00.0%	Unchanged
MidAtlantic Capital Management, Inc.	60	$5.78K	0.00%	−60−50.0%	Reduced
BBJS Financial Advisors, LLC	60	$5.78K	0.00%	+60	New
Main Street Group, LTD	62	$5.89K	0.00%	−3−4.6%	Reduced
Avion Wealth	65	$6.00K	0.00%	+15+30.0%	Added
Creekmur Asset Management LLC	64	$6.12K	0.00%	+1+1.6%	Added
TruNorth Capital Management, LLC	65	$6.26K	0.00%	+65	New
Sunbelt Securities, Inc.	66	$6.35K	0.00%	+14+26.9%	Added
Thompson Investment Management, Inc.	67	$6.45K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	69	$6.64K	0.00%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	70	$6.74K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	70	$6.74K	0.00%	+7+11.1%	Added
Mowery & Schoenfeld Wealth Management, LLC	70	$6.74K	0.01%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	72	$6.93K	0.00%	−6−7.7%	Reduced
Breakwater Investment Management	72	$6.93K	0.00%	00.0%	Unchanged
Abound Wealth Management	72	$6.96K	0.00%	−5−6.5%	Reduced
Valley National Advisers Inc	80	$7.00K	0.00%	+5+6.7%	Added
ORG Partners LLC	75	$7.12K	0.00%	00.0%	Unchanged
Assetmark, Inc	74	$7.12K	0.00%	+43+138.7%	Added
Wetzel Investment Advisors, Inc.	75	$7.45K	0.00%	−89−54.3%	Reduced
Aspire Private Capital, LLC	86	$8.28K	0.00%	−10−10.4%	Reduced
Tyler-Stone Wealth Management	86	$8.28K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	93	$8.95K	0.01%	00.0%	Unchanged
Financial Management Professionals, Inc.	90	$9.00K	0.00%	−55−37.9%	Reduced
Hall Laurie J Trustee	92	$9.00K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	94	$9.05K	0.00%	00.0%	Unchanged
First Personal Financial Services	100	$9.63K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	100	$9.63K	0.00%	+5+5.3%	Added
Rosenberg Matthew Hamilton	105	$9.97K	0.00%	−83−44.1%	Reduced
PrairieView Partners, LLC	113	$10.0K	0.00%	00.0%	Unchanged
Householder Group Estate & Retirement Specialist, LLC	107	$10.0K	0.00%	00.0%	Unchanged
CKW Financial Group	102	$10.0K	0.00%	00.0%	Unchanged
First PREMIER Bank	100	$10.0K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	105	$10.1K	0.00%	00.0%	Unchanged
Transcendent Capital Group LLC	106	$10.2K	0.01%	00.0%	Unchanged
DecisionPoint Financial, LLC	110	$10.4K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	110	$10.6K	0.00%	00.0%	Unchanged