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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 1,854 | $178.5K | 0.02% | −1,067−36.5% | Reduced |
| State of Wyoming | 1,889 | $181.8K | 0.03% | −155−7.6% | Reduced |
| Penserra Capital Management LLC | 1,916 | $184.0K | 0.00% | −15−0.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,935 | $186.0K | 0.10% | +800+70.5% | Added |
| Harbour Investments, Inc. | 1,952 | $187.9K | 0.01% | −6−0.3% | Reduced |
| Citizens National Bank Trust Department | 1,961 | $188.8K | 0.04% | +336+20.7% | Added |
| Quarry LP | 2,001 | $192.6K | 0.08% | +1,204+151.1% | Added |
| Arrow Financial Corp | 2,075 | $199.7K | 0.02% | −17−0.8% | Reduced |
| Hall Capital Management Co Inc | 2,100 | $202.1K | 0.10% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,114 | $203.0K | 0.01% | +2+0.1% | Added |
| Sigma Planning Corp | 2,110 | $203.1K | 0.01% | −1,873−47.0% | Reduced |
| Avestar Capital, LLC | 2,114 | $203.5K | 0.02% | +2,114 | New |
| Wellington Shields & Co., LLC | 2,116 | $203.7K | 0.07% | +13+0.6% | Added |
| Childress Capital Advisors, LLC | 2,116 | $203.7K | 0.06% | +96+4.8% | Added |
| Institute for Wealth Management, LLC. | 2,122 | $204.2K | 0.03% | −43−2.0% | Reduced |
| Bennett Selby Investments LP | 2,126 | $204.6K | 0.09% | +2+0.1% | Added |
| Lake Street Advisors Group, LLC | 2,147 | $206.7K | 0.01% | −419−16.3% | Reduced |
| Haverford Trust Co | 2,148 | $206.8K | 0.00% | +72+3.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,149 | $206.8K | 0.01% | +2,149 | New |
| Integrated Advisors Network LLC | 2,149 | $206.8K | 0.01% | +28+1.3% | Added |
| Pavion Blue Capital, LLC | 2,151 | $207.1K | 0.10% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,152 | $207.1K | 0.02% | +56+2.7% | Added |
| Manchester Capital Management LLC | 2,152 | $207.2K | 0.02% | −13−0.6% | Reduced |
| Greenwood Gearhart Inc | 2,157 | $207.6K | 0.02% | −190−8.1% | Reduced |
| Leavell Investment Management, Inc. | 2,157 | $208.0K | 0.01% | 00.0% | Unchanged |
| David Loasby | 2,150 | $208.3K | 0.02% | +38+1.8% | Added |
| Two Sigma Securities, LLC | 2,174 | $209.3K | 0.01% | +2,174 | New |
| Procyon Private Wealth Partners, LLC | 2,178 | $209.7K | 0.02% | −11−0.5% | Reduced |
| Independent Advisor Alliance | 2,198 | $211.6K | 0.01% | +2,198 | New |
| Chicago Trust Co NA | 2,203 | $212.1K | 0.04% | −480−17.9% | Reduced |
| Tyche Wealth Partners LLC | 2,205 | $212.3K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,215 | $213.3K | 0.01% | +178+8.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,218 | $213.5K | 0.03% | −10.0% | Reduced |
| Capital Planning Advisors, LLC | 2,243 | $215.9K | 0.04% | −85−3.7% | Reduced |
| Maven Securities LTD | 2,245 | $216.1K | 0.03% | +2,245 | New |
| Carmichael Hill & Associates, Inc. | 2,255 | $217.1K | 0.09% | +448+24.8% | Added |
| Naples Global Advisors, LLC | 2,265 | $218.0K | 0.02% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,267 | $218.2K | 0.08% | +2,267 | New |
| Massmutual Trust Co FSB | 2,275 | $219.0K | 0.01% | +408+21.9% | Added |
| Adirondack Trust Co | 2,283 | $219.8K | 0.09% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,300 | $221.4K | 0.02% | 00.0% | Unchanged |
| Sabal Trust CO | 2,303 | $221.7K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 2,305 | $221.9K | 0.01% | +250+12.2% | Added |
| Coldstream Capital Management Inc | 2,308 | $222.2K | 0.01% | +180+8.5% | Added |
| Charter Oak Capital Management, LLC | 2,311 | $222.4K | 0.02% | −91−3.8% | Reduced |
| Montis Financial, LLC | 2,321 | $223.4K | 0.10% | −87−3.6% | Reduced |
| Optimum Investment Advisors | 2,325 | $223.8K | 0.10% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,332 | $224.4K | 0.02% | −9−0.4% | Reduced |
| Sentry LLC | 2,341 | $225.4K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,342 | $225.4K | 0.00% | −2,046−46.6% | Reduced |
| Gladius Capital Management LP | 2,364 | $227.6K | 0.23% | +2,364 | New |
| Natixis Investment Managers International | 2,365 | $227.7K | 0.02% | −2,555−51.9% | Reduced |
| WBI Investments | 2,369 | $228.0K | 0.06% | −8,274−77.7% | Reduced |
| First City Capital Management, Inc. | 2,400 | $231.0K | 0.13% | −300−11.1% | Reduced |
| EntryPoint Capital, LLC | 2,411 | $232.1K | 0.11% | +2,411 | New |
| Colonial Trust Advisors | 2,424 | $233.3K | 0.02% | −19−0.8% | Reduced |
| Manning & Napier Advisors LLC | 2,424 | $233.3K | 0.00% | +2,424 | New |
| Crestwood Advisors Group LLC | 2,428 | $233.7K | 0.00% | +51+2.1% | Added |
| Brookstone Capital Management | 2,368 | $234.3K | 0.00% | −219−8.5% | Reduced |
| MSH Capital Advisors LLC | 2,440 | $234.9K | 0.08% | −175−6.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,488 | $235.1K | 0.02% | −50−2.0% | Reduced |
| Farmers Trust Co | 2,450 | $235.8K | 0.05% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,453 | $236.1K | 0.01% | −3−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,454 | $236.2K | 0.02% | +10+0.4% | Added |
| Howland Capital Management LLC | 2,469 | $237.7K | 0.01% | 00.0% | Unchanged |
| Callan Capital, LLC | 2,470 | $237.8K | 0.02% | +80+3.3% | Added |
| Cobblestone Capital Advisors LLC | 2,473 | $238.1K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,483 | $239.0K | 0.00% | −70−2.7% | Reduced |
| Northeast Investment Management | 2,495 | $240.2K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,500 | $240.7K | 0.10% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,515 | $242.1K | 0.02% | −100−3.8% | Reduced |
| Sky Investment Group LLC | 2,530 | $243.5K | 0.05% | −260−9.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,543 | $244.8K | 0.02% | −19−0.7% | Reduced |
| Laurel Wealth Advisors LLC | 2,555 | $245.9K | 0.04% | −37−1.4% | Reduced |
| Advisor OS, LLC | 2,559 | $246.3K | 0.03% | +175+7.3% | Added |
| Forum Financial Management, LP | 2,577 | $248.1K | 0.00% | +2+0.1% | Added |
| Brighton Jones LLC | 2,580 | $248.4K | 0.01% | +124+5.0% | Added |
| Sapient Capital LLC | 2,596 | $249.9K | 0.01% | −59−2.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,604 | $250.6K | 0.04% | +62+2.4% | Added |
| Gratus Capital LLC | 2,607 | $251.0K | 0.01% | +161+6.6% | Added |
| Founders Capital Management, LLC | 2,612 | $251.4K | 0.05% | +87+3.4% | Added |
| Hancock Whitney Corp | 2,617 | $251.9K | 0.01% | +68+2.7% | Added |
| Dynamic Technology Lab Private Ltd | 2,615 | $252.0K | 0.03% | −13,607−83.9% | Reduced |
| First National Trust Co | 2,623 | $252.5K | 0.01% | −34−1.3% | Reduced |
| Bellecapital International Ltd. | 2,624 | $252.6K | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,638 | $253.9K | 0.01% | −378−12.5% | Reduced |
| Prospera Financial Services Inc | 2,651 | $255.5K | 0.01% | +212+8.7% | Added |
| Aveo Capital Partners, LLC | 2,658 | $255.9K | 0.03% | −62−2.3% | Reduced |
| Shelton Capital Management | 2,675 | $257.5K | 0.01% | −10−0.4% | Reduced |
| 9258 Wealth Management, LLC | 2,679 | $257.9K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,680 | $258.0K | 0.01% | −73−2.7% | Reduced |
| Court Place Advisors, LLC | 2,710 | $260.9K | 0.08% | +24+0.9% | Added |
| Fort, L.P. | 2,710 | $260.9K | 0.67% | +44+1.7% | Added |
| Premier Path Wealth Partners, LLC | 2,722 | $262.0K | 0.04% | +25+0.9% | Added |
| Rehmann Capital Advisory Group | 2,745 | $264.2K | 0.02% | +195+7.6% | Added |
| Sentinel Trust Co Lba | 2,750 | $265.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 2,759 | $265.6K | 0.05% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,763 | $265.9K | 0.11% | +2,763 | New |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $266.2K | 0.25% | 00.0% | Unchanged |
| Spinnaker Trust | 2,770 | $266.6K | 0.02% | 00.0% | Unchanged |