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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 2,499 | $267.7K | 0.00% | −391−13.5% | Reduced |
| Clarius Group, LLC | 2,789 | $268.5K | 0.02% | −14−0.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,790 | $268.6K | 0.02% | −160−5.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,809 | $270.4K | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,844 | $273.8K | 0.01% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,855 | $274.8K | 0.03% | −14−0.5% | Reduced |
| Forbes J M & Co LLP | 2,856 | $274.9K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,860 | $275.3K | 0.01% | −675−19.1% | Reduced |
| Founders Financial Securities LLC | 2,866 | $275.9K | 0.03% | −12−0.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 2,882 | $277.4K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 2,885 | $277.7K | 0.02% | −25−0.9% | Reduced |
| Quadrature Capital Ltd | 2,896 | $278.8K | 0.00% | −37,172−92.8% | Reduced |
| Signature Wealth Management Partners, LLC | 2,910 | $280.1K | 0.21% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 2,924 | $281.5K | 0.02% | −200−6.4% | Reduced |
| St Germain D J Co Inc | 2,924 | $281.5K | 0.01% | −107−3.5% | Reduced |
| Enterprise Financial Services Corp | 2,932 | $282.2K | 0.17% | −181−5.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,932 | $282.2K | 0.01% | −51−1.7% | Reduced |
| LCM Capital Management Inc | 2,936 | $282.6K | 0.18% | −13−0.4% | Reduced |
| Hilltop Holdings Inc. | 2,943 | $283.3K | 0.03% | −77−2.5% | Reduced |
| New England Capital Financial Advisors LLC | 2,945 | $283.5K | 0.16% | +8+0.3% | Added |
| Riverwater Partners LLC | 2,947 | $283.7K | 0.21% | −49−1.6% | Reduced |
| AE Wealth Management LLC | 2,948 | $283.8K | 0.00% | +2,948 | New |
| MEMBERS Trust Co | 2,956 | $284.5K | 0.01% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 2,978 | $286.7K | 0.05% | +482+19.3% | Added |
| Advisory Services Network, LLC | 2,982 | $287.1K | 0.01% | −211−6.6% | Reduced |
| S.A. Mason LLC | 2,990 | $287.9K | 0.16% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,992 | $288.0K | 0.01% | −85,727−96.6% | Reduced |
| KCM Investment Advisors LLC | 2,995 | $288.3K | 0.01% | −232−7.2% | Reduced |
| Systematic Financial Management LP | 3,000 | $288.8K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $288.8K | 0.04% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $288.8K | 0.09% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 3,004 | $289.2K | 0.11% | +17+0.6% | Added |
| Courier Capital LLC | 3,015 | $290.2K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,020 | $291.0K | 0.02% | −32−1.0% | Reduced |
| General Partner, Inc. | 3,029 | $291.6K | 0.19% | +29+1.0% | Added |
| J. L. Bainbridge & Co., Inc. | 3,047 | $293.3K | 0.03% | +12+0.4% | Added |
| Keynote Financial Services LLC | 3,050 | $293.6K | 0.25% | 00.0% | Unchanged |
| First Foundation Advisors | 3,059 | $294.5K | 0.01% | −477−13.5% | Reduced |
| BSW Wealth Partners | 3,069 | $295.5K | 0.05% | −131−4.1% | Reduced |
| Meridian Wealth Management, LLC | 3,104 | $298.8K | 0.04% | +3,104 | New |
| Ramirez Asset Management, Inc. | 3,121 | $300.4K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 3,117 | $302.0K | 0.10% | +3,117 | New |
| Jones Financial Companies LLLP | 3,146 | $302.8K | 0.00% | +2,204+234.0% | Added |
| Institutional & Family Asset Management, LLC | 3,160 | $304.2K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,166 | $304.8K | 0.03% | −177−5.3% | Reduced |
| Telos Capital Management, Inc. | 3,196 | $307.6K | 0.03% | −188−5.6% | Reduced |
| Mission Wealth Management, LP | 3,201 | $308.1K | 0.01% | +744+30.3% | Added |
| Trust Point Inc. | 3,212 | $309.2K | 0.02% | −944−22.7% | Reduced |
| Donaldson Capital Management, LLC | 3,227 | $310.6K | 0.01% | 00.0% | Unchanged |
| AlTi Global, Inc. | 3,229 | $310.8K | 0.01% | −215−6.2% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 3,248 | $312.7K | 0.01% | +3,248 | New |
| TCTC Holdings, LLC | 3,249 | $312.7K | 0.01% | −4−0.1% | Reduced |
| Tiemann Investment Advisors, LLC | 3,259 | $313.7K | 0.14% | +125+4.0% | Added |
| Flagship Harbor Advisors, LLC | 3,264 | $314.2K | 0.02% | −48−1.4% | Reduced |
| PFG Investments, LLC | 3,277 | $315.4K | 0.02% | −127−3.7% | Reduced |
| Flputnam Investment Management Co | 3,287 | $316.4K | 0.01% | −687−17.3% | Reduced |
| Country Club Bank | 3,322 | $318.9K | 0.02% | −93−2.7% | Reduced |
| McDonald Partners LLC | 3,322 | $319.9K | 0.09% | −10.0% | Reduced |
| Dynamic Advisor Solutions LLC | 3,327 | $320.3K | 0.01% | −497−13.0% | Reduced |
| Defined Wealth Management, LLC | 3,343 | $321.8K | 0.22% | +6+0.2% | Added |
| Bryn Mawr Trust Co | 3,350 | $322.5K | 0.01% | −1,092−24.6% | Reduced |
| Farmers National Bank | 3,395 | $326.8K | 0.10% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,396 | $326.9K | 0.00% | +450+15.3% | Added |
| Principal Street Partners, LLC | 3,397 | $327.0K | 0.06% | +323+10.5% | Added |
| Bragg Financial Advisors, Inc | 3,409 | $328.2K | 0.01% | −274−7.4% | Reduced |
| NTV Asset Management LLC | 3,410 | $328.2K | 0.05% | −38−1.1% | Reduced |
| Boyd Watterson Asset Management LLC | 3,415 | $328.8K | 0.09% | −12−0.4% | Reduced |
| Bard Financial Services, Inc. | 3,420 | $329.2K | 0.03% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,423 | $329.5K | 0.23% | −153−4.3% | Reduced |
| Resonant Capital Advisors, LLC | 3,426 | $329.8K | 0.03% | +150+4.6% | Added |
| Ritholtz Wealth Management | 3,447 | $331.8K | 0.01% | +335+10.8% | Added |
| Essex Savings Bank | 3,452 | $332.3K | 0.09% | +455+15.2% | Added |
| Fidelis Capital Partners, LLC | 3,598 | $332.7K | 0.05% | +54+1.5% | Added |
| Tower Bridge Advisors | 3,458 | $332.9K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,463 | $333.3K | 0.11% | +42+1.2% | Added |
| Chemung Canal Trust Co | 3,483 | $335.3K | 0.06% | −332−8.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,491 | $336.0K | 0.03% | +68+2.0% | Added |
| Campbell & CO Investment Adviser LLC | 3,504 | $337.3K | 0.03% | +574+19.6% | Added |
| NewEdge Wealth, LLC | 3,520 | $338.8K | 0.01% | −141−3.9% | Reduced |
| Ostrum Asset Management | 3,521 | $338.9K | 0.03% | −3,377−49.0% | Reduced |
| Symmetry Partners, LLC | 3,524 | $339.0K | 0.02% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,534 | $340.2K | 0.03% | +57+1.6% | Added |
| Washington Trust Co | 3,538 | $340.6K | 0.01% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 3,542 | $341.0K | 0.01% | −25−0.7% | Reduced |
| Fruth Investment Management | 3,553 | $342.0K | 0.09% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 3,567 | $343.3K | 0.21% | +44+1.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,448 | $343.5K | 0.00% | +700+25.5% | Added |
| GSB Wealth Management, LLC | 3,571 | $343.8K | 0.09% | −13−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 3,572 | $343.8K | 0.01% | +269+8.1% | Added |
| Northwest Bancshares, Inc. | 3,581 | $344.7K | 0.06% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,592 | $345.8K | 0.07% | +45+1.3% | Added |
| First Citizens Bank & Trust Co | 3,600 | $346.5K | 0.01% | −30−0.8% | Reduced |
| Old National Bancorp | 3,610 | $347.5K | 0.01% | +436+13.7% | Added |
| Concurrent Investment Advisors, LLC | 3,614 | $347.9K | 0.01% | +3,614 | New |
| Morningstar Investment Services LLC | 3,626 | $348.0K | 0.00% | +367+11.3% | Added |
| QSV Equity Investors LLC | 3,695 | $355.7K | 0.37% | −72−1.9% | Reduced |
| Intrua Financial, LLC | 3,697 | $355.9K | 0.06% | −293−7.3% | Reduced |
| CX Institutional | 3,702 | $356.4K | 0.02% | −24−0.6% | Reduced |
| Foster & Motley Inc | 3,705 | $357.0K | 0.02% | −65−1.7% | Reduced |
| Gamco Investors, Inc. Et Al | 3,720 | $358.1K | 0.00% | −26−0.7% | Reduced |