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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raelipskie Partnership | 114 | $11.0K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 114 | $11.0K | 0.00% | +10+9.6% | Added |
| Exchange Traded Concepts, LLC | 117 | $11.3K | 0.00% | −443−79.1% | Reduced |
| Sittner & Nelson, LLC | 118 | $11.4K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 122 | $11.4K | 0.00% | +1+0.8% | Added |
| Chilton Capital Management LLC | 124 | $11.9K | 0.00% | +109+726.7% | Added |
| Tortoise Investment Management, LLC | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 125 | $12.0K | 0.01% | +125 | New |
| Park Place Capital Corp | 127 | $12.2K | 0.00% | −659−83.8% | Reduced |
| Gradient Investments LLC | 136 | $13.1K | 0.00% | +32+30.8% | Added |
| Frazier Financial Advisors, LLC | 138 | $13.3K | 0.01% | +58+72.5% | Added |
| Core Alternative Capital | 139 | $13.4K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 140 | $13.5K | 0.01% | +140 | New |
| FSC Wealth Advisors, LLC | 144 | $13.9K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 154 | $14.2K | 0.01% | +54+54.0% | Added |
| Edmond de Rothschild Holding S.A. | 150 | $14.4K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 150 | $14.4K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 164 | $15.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 163 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 167 | $16.1K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 173 | $16.6K | 0.00% | +1+0.6% | Added |
| GW&K Investment Management, LLC | 175 | $17.0K | 0.00% | +12+7.4% | Added |
| Nemes Rush Group LLC | 179 | $17.2K | 0.00% | −112−38.5% | Reduced |
| AdvisorNet Financial, Inc | 179 | $17.2K | 0.00% | +1+0.6% | Added |
| Financial Perspectives, Inc | 180 | $17.3K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 183 | $17.6K | 0.01% | −83−31.2% | Reduced |
| Hexagon Capital Partners LLC | 189 | $18.2K | 0.00% | −3−1.6% | Reduced |
| Red Tortoise LLC | 198 | $19.1K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $19.3K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $19.3K | 0.01% | +200 | New |
| Armstrong Advisory Group, Inc | 201 | $19.3K | 0.00% | −46−18.6% | Reduced |
| Family Firm, Inc. | 201 | $19.4K | 0.00% | +201 | New |
| Hobbs Group Advisors, LLC | 203 | $19.6K | 0.01% | +203 | New |
| MCF Advisors LLC | 204 | $19.6K | 0.00% | +33+19.3% | Added |
| Riggs Asset Managment Co. Inc. | 206 | $19.8K | 0.01% | +7+3.5% | Added |
| Glen Eagle Advisors, LLC | 208 | $20.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 209 | $20.1K | 0.00% | −45−17.7% | Reduced |
| Birchbrook, Inc. | 212 | $20.4K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 217 | $20.9K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 227 | $21.9K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $22.1K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 232 | $22.3K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 235 | $22.6K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 235 | $22.6K | 0.00% | −163−41.0% | Reduced |
| Sound Income Strategies, LLC | 238 | $22.9K | 0.00% | +76+46.9% | Added |
| NBC Securities, Inc. | 248 | $23.0K | 0.00% | +13+5.5% | Added |
| Duncker Streett & Co Inc | 245 | $23.6K | 0.00% | −75−23.4% | Reduced |
| Legacy Bridge, LLC | 250 | $24.1K | 0.01% | −375−60.0% | Reduced |
| Mascoma Wealth Management LLC | 250 | $24.1K | 0.01% | −300−54.5% | Reduced |
| Osterweis Capital Management Inc | 250 | $24.1K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $24.1K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 251 | $24.2K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 253 | $24.4K | 0.01% | +253 | New |
| Front Row Advisors LLC | 254 | $24.4K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 258 | $24.8K | 0.00% | +8+3.2% | Added |
| Costello Asset Management, INC | 262 | $25.2K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 268 | $25.8K | 0.01% | +1+0.4% | Added |
| Meeder Asset Management Inc | 270 | $26.0K | 0.00% | +196+264.9% | Added |
| SJS Investment Consulting Inc. | 270 | $26.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 287 | $27.6K | 0.01% | +250+675.7% | Added |
| Jamison Private Wealth Management, Inc. | 291 | $28.0K | 0.00% | +286+5,720.0% | Added |
| CNB Bank | 292 | $28.1K | 0.01% | −137−31.9% | Reduced |
| United Community Bank | 300 | $28.9K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 300 | $28.9K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 300 | $28.9K | 0.02% | +300 | New |
| Hantz Financial Services, Inc. | 301 | $29.0K | 0.00% | −16−5.0% | Reduced |
| SYSTM Wealth Solutions LLC | 303 | $29.2K | 0.01% | −684−69.3% | Reduced |
| American Capital Advisory, LLC | 336 | $30.1K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 316 | $30.4K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 322 | $31.0K | 0.01% | −23−6.7% | Reduced |
| Resources Management Corp | 326 | $31.0K | 0.00% | −165−33.6% | Reduced |
| Atticus Wealth Management, LLC | 324 | $31.2K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 324 | $31.2K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 326 | $31.4K | 0.02% | +12+3.8% | Added |
| Laffer Tengler Investments | 335 | $32.2K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 345 | $33.2K | 0.01% | −150−30.3% | Reduced |
| Paladin Advisory Group, LLC | 353 | $33.5K | 0.03% | 00.0% | Unchanged |
| Bray Capital Advisors | 350 | $33.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 362 | $33.8K | 0.01% | −22−5.7% | Reduced |
| Versant Capital Management, Inc | 369 | $35.5K | 0.01% | +205+125.0% | Added |
| JJJ Advisors Inc. | 370 | $35.6K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 374 | $36.0K | 0.00% | +99+36.0% | Added |
| Orion Capital Management LLC | 375 | $36.1K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 378 | $36.4K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 389 | $37.4K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 394 | $38.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 396 | $38.1K | 0.01% | +368+1,314.3% | Added |
| Chesapeake Asset Management LLC | 397 | $38.2K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 397 | $38.2K | 0.01% | −2−0.5% | Reduced |
| Motco | 399 | $38.4K | 0.00% | −17−4.1% | Reduced |
| Community Bank, N.A. | 400 | $38.5K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 400 | $38.5K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 400 | $38.5K | 0.03% | +400 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 424 | $40.8K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 436 | $42.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 437 | $42.1K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 448 | $43.1K | 0.00% | −47−9.5% | Reduced |
| SRS Capital Advisors, Inc. | 462 | $44.5K | 0.00% | +37+8.7% | Added |
| Creative Financial Designs Inc | 463 | $44.6K | 0.00% | +327+240.4% | Added |
| Capital Advisors, Ltd. LLC | 473 | $46.0K | 0.01% | −5−1.0% | Reduced |