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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.

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
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 heldQ2 2024: $34.1B
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
Evoke Wealth, LLC0$00.00%−58,980−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−52,515−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−48,793−100.0%Sold out
Exchange Capital Management, Inc.0$00.00%−43,465−100.0%Sold out
Marshall Wace, LLP0$00.00%−33,369−100.0%Sold out
Lombard Odier Asset Management (Europe) Ltd0$00.00%−23,142−100.0%Sold out
TrimTabs Asset Management, LLC0$00.00%−19,346−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−19,082−100.0%Sold out
Caxton Associates LP0$00.00%−16,728−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−16,353−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−13,754−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−12,502−100.0%Sold out
Machina Capital S.A.S.0$00.00%−11,872−100.0%Sold out
XTX Topco Ltd0$00.00%−11,804−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−10,042−100.0%Sold out
Alberta Investment Management Corp0$00.00%−8,300−100.0%Sold out
Lincoln National Corp0$00.00%−6,624−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−5,600−100.0%Sold out
Global Endowment Management, LP0$00.00%−5,205−100.0%Sold out
Stonehage Fleming Financial Services Holdings Ltd0$00.00%−6,170−100.0%Sold out
AustralianSuper Pty Ltd0$00.00%−4,557−100.0%Sold out
Aigen Investment Management, LP0$00.00%−4,067−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−3,784−100.0%Sold out
Traphagen Investment Advisors LLC0$00.00%−3,720−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−3,000−100.0%Sold out
Change Path, LLC0$00.00%−2,904−100.0%Sold out
ZWJ Investment Counsel Inc0$00.00%−2,854−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−2,461−100.0%Sold out
Wescott Financial Advisory Group, LLC0$00.00%−2,460−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−2,450−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−2,431−100.0%Sold out
Advisory Alpha, LLC0$00.00%−2,416−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−2,386−100.0%Sold out
Badgley Phelps Wealth Managers, LLC0$00.00%−2,300−100.0%Sold out
Nebula Research & Development LLC0$00.00%−2,265−100.0%Sold out
AJ Advisors, LLC0$00.00%−2,255−100.0%Sold out
Hartline Investment Corp0$00.00%−2,252−100.0%Sold out
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors0$00.00%−2,252−100.0%Sold out
Financial Counselors Inc0$00.00%−2,131−100.0%Sold out
FourThought Financial Partners, LLC0$00.00%−2,095−100.0%Sold out
US Financial Advisors, LLC0$00.00%−2,094−100.0%Sold out
Savoie Capital LLC0$00.00%−2,019−100.0%Sold out
BKM Wealth Management, LLC0$00.00%−1,754−100.0%Sold out
Fernwood Investment Management, LLC0$00.00%−1,185−100.0%Sold out
Creative Capital Management Investments LLC0$00.00%−947−100.0%Sold out
FRG Family Wealth Advisors LLC0$00.00%−995−100.0%Sold out
Walleye Trading LLC0$00.00%−891−100.0%Sold out
Vima LLC0$00.00%−783−100.0%Sold out
CoreFirst Bank & Trust0$00.00%−623−100.0%Sold out
Optiver Holding B.V.0$00.00%−506−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−405−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−393−100.0%Sold out
Truvestments Capital LLC0$00.00%−350−100.0%Sold out
LifeSteps Financial, Inc.0$00.00%−311−100.0%Sold out
Palisade Asset Management, LLC0$00.00%−206−100.0%Sold out
West Oak Capital, LLC0$00.00%−175−100.0%Sold out
New Covenant Trust Company, N.A.0$00.00%−133−100.0%Sold out
Mine & Arao Wealth Creation & Management, LLC.0$00.00%−75−100.0%Sold out
Granite FO LLC0$00.00%−57−100.0%Sold out
BFSG, LLC0$00.00%−50−100.0%Sold out
Dixon Mitchell Investment Counsel Inc.0$00.00%−50−100.0%Sold out
Northwest Capital Management Inc0$00.00%−23−100.0%Sold out
Clear Street Markets LLC0$00.00%−20−100.0%Sold out
GoalVest Advisory LLC0$00.00%−18−100.0%Sold out
Global Trust Asset Management, LLC0$00.00%−11−100.0%Sold out
Tfo-TDC, LLC0$00.00%−2−100.0%Sold out
Credit Suisse AG––––Not filed
Degroof Petercam Asset Management––––Not filed
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund––––Not filed
Credential Qtrade Securities Inc.––––Not filed
Shell Asset Management Co––––Not filed
Wilbanks Smith & Thomas Asset Management LLC––––Not filed
Cambridge Trust Co––––Not filed
Financial Advisory Group––––Not filed
InterOcean Capital Group, LLC––––Not filed
Manning & Napier Group, LLC––––Not filed
Atlas Private Wealth Management––––Not filed
Mango Five Family, Inc.––––Not filed
Norwood Financial Corp––––Not filed
Retirement Group, LLC––––Not filed
Highlander Capital Management, LLC––––Not filed
Pflug Koory, LLC––––Not filed
FSA Wealth Management LLC––––Not filed