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 |
|---|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | 496 | $47.7K | 0.02% | −114−18.7% | Reduced |
| Redwood Wealth Management Group, LLC | 507 | $48.8K | 0.04% | +507 | New |
| Beacon Capital Management, LLC | 516 | $49.7K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 517 | $49.8K | 0.02% | +517 | New |
| Hilltop National Bank | 533 | $51.3K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 536 | $51.6K | 0.03% | −50−8.5% | Reduced |
| JNBA Financial Advisors | 553 | $53.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 561 | $54.0K | 0.02% | −51−8.3% | Reduced |
| Wellington Shields Capital Management, LLC | 566 | $54.5K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 575 | $55.4K | 0.00% | −250−30.3% | Reduced |
| Gables Capital Management Inc. | 575 | $55.4K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 580 | $55.8K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 596 | $57.4K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 600 | $57.8K | 0.06% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 614 | $59.1K | 0.01% | +614 | New |
| Bullock Wealth Management Group | 623 | $59.2K | 0.04% | +2+0.3% | Added |
| Key Financial Inc | 630 | $60.6K | 0.01% | +45+7.7% | Added |
| Acima Private Wealth, LLC | 650 | $62.6K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 675 | $65.0K | 0.06% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 682 | $65.6K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 684 | $65.7K | 0.01% | +340+98.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 689 | $66.3K | 0.00% | −1,692−71.1% | Reduced |
| Beach Investment Counsel Inc | 691 | $67.0K | 0.01% | +691 | New |
| Old Second National Bank of Aurora | 700 | $67.4K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 704 | $67.8K | 0.02% | −19−2.6% | Reduced |
| Oakmont Corp | 705 | $67.9K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 702 | $68.0K | 0.02% | +505+256.3% | Added |
| JFS Wealth Advisors, LLC | 708 | $68.1K | 0.01% | −226−24.2% | Reduced |
| Rise Advisors, LLC | 709 | $68.2K | 0.04% | +547+337.7% | Added |
| Venturi Wealth Management, LLC | 710 | $68.3K | 0.00% | +488+219.8% | Added |
| Bellevue Asset Management, LLC | 716 | $68.9K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 715 | $69.0K | 0.00% | −20−2.7% | Reduced |
| Johnson Financial Group, Inc. | 729 | $70.2K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 729 | $70.2K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 732 | $70.5K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 740 | $71.2K | 0.02% | +740 | New |
| Pacifica Partners Inc. | 741 | $71.5K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 757 | $72.9K | 0.03% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 761 | $73.3K | 0.06% | +49+6.9% | Added |
| CoreCap Advisors, LLC | 763 | $73.4K | 0.01% | −4−0.5% | Reduced |
| City State Bank | 765 | $73.6K | 0.03% | −283−27.0% | Reduced |
| Group One Trading, L.P. | 777 | $74.8K | 0.00% | +777 | New |
| Ossiam | 785 | $75.6K | 0.00% | −13,619−94.6% | Reduced |
| RFP Financial Group LLC | 800 | $77.0K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 800 | $77.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 820 | $78.9K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $79.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 833 | $80.2K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 845 | $81.3K | 0.05% | −126−13.0% | Reduced |
| Piscataqua Savings Bank | 857 | $82.5K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 872 | $83.9K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 877 | $84.4K | 0.01% | −300−25.5% | Reduced |
| Independence Bank of Kentucky | 901 | $86.7K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 942 | $90.7K | 0.02% | −56−5.6% | Reduced |
| Hanson & Doremus Investment Management | 947 | $91.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 970 | $93.3K | 0.00% | −22−2.2% | Reduced |
| Parkside Financial Bank & Trust | 985 | $94.8K | 0.01% | +30+3.1% | Added |
| Indiana Trust & Investment Management CO | 990 | $95.3K | 0.03% | +550+125.0% | Added |
| MV Capital Management, Inc. | 997 | $96.0K | 0.01% | +34+3.5% | Added |
| Atlantic Trust, LLC | 1,000 | $96.3K | 0.02% | −18−1.8% | Reduced |
| Gen-Wealth Partners Inc | 1,025 | $98.7K | 0.05% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,029 | $99.1K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,041 | $100.2K | 0.03% | −140−11.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,045 | $100.6K | 0.01% | +1,045 | New |
| Ulland Investment Advisors, LLC | 1,071 | $103.0K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 1,089 | $105.0K | 0.07% | −1−0.1% | Reduced |
| nVerses Capital, LLC | 1,100 | $105.9K | 0.06% | −900−45.0% | Reduced |
| Geneos Wealth Management Inc. | 1,108 | $106.7K | 0.00% | −18−1.6% | Reduced |
| Estabrook Capital Management | 1,146 | $110.3K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,195 | $115.0K | 0.01% | +21+1.8% | Added |
| Alta Advisers Ltd | 1,200 | $115.5K | 0.06% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,205 | $116.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,216 | $117.1K | 0.07% | +1,216 | New |
| Leonteq Securities AG | 1,230 | $118.4K | 0.02% | +385+45.6% | Added |
| Stephenson National Bank & Trust | 1,261 | $121.4K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,306 | $125.7K | 0.02% | +379+40.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,318 | $126.9K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $130.0K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,359 | $130.8K | 0.01% | +1+0.1% | Added |
| Atlas Capital Advisors LLC | 1,364 | $131.3K | 0.02% | +1,350+9,642.9% | Added |
| Caldwell Sutter Capital, Inc. | 1,366 | $131.5K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,336 | $132.6K | 0.00% | +706+112.1% | Added |
| Acropolis Investment Management, LLC | 1,465 | $141.0K | 0.01% | +26+1.8% | Added |
| Crewe Advisors LLC | 1,473 | $141.8K | 0.02% | +154+11.7% | Added |
| Kessler Investment Group, LLC | 1,487 | $143.1K | 0.08% | +428+40.4% | Added |
| IFP Advisors, Inc | 1,492 | $143.6K | 0.01% | −45−2.9% | Reduced |
| Transatlantique Private Wealth LLC | 41,109 | $146.8K | 0.06% | +41,109 | New |
| Farther Finance Advisors, LLC | 1,555 | $147.6K | 0.01% | +446+40.2% | Added |
| Bank of New Hampshire | 1,565 | $150.6K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,660 | $157.0K | 0.01% | −151−8.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,631 | $157.0K | 0.06% | +126+8.4% | Added |
| Harbor Investment Advisory, LLC | 1,662 | $160.0K | 0.02% | +7+0.4% | Added |
| First Financial Corp | 1,699 | $163.5K | 0.08% | 00.0% | Unchanged |
| Proequities, Inc. | 1,730 | $166.5K | 0.01% | +31+1.8% | Added |
| North Star Investment Management Corp. | 1,731 | $166.6K | 0.01% | −450−20.6% | Reduced |
| International Assets Investment Management, LLC | 1,741 | $167.6K | 0.02% | +1,741 | New |
| Deseret Mutual Benefit Administrators | 1,749 | $168.4K | 0.08% | +69+4.1% | Added |
| GeoWealth Management, LLC | 1,820 | $175.2K | 0.01% | +376+26.0% | Added |
| Broadwater Capital Management LLC | 1,822 | $175.4K | 0.14% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,843 | $177.4K | 0.03% | 00.0% | Unchanged |