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 |
|---|---|---|---|---|---|
| Aberdeen Wealth Management LLC | 3,724 | $358.5K | 0.24% | −250−6.3% | Reduced |
| First Western Trust Bank | 3,775 | $363.4K | 0.02% | −125−3.2% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,776 | $363.5K | 0.32% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,821 | $367.8K | 0.00% | −7,072−64.9% | Reduced |
| City Holding Co | 3,827 | $368.4K | 0.05% | +159+4.3% | Added |
| GYL Financial Synergies, LLC | 3,828 | $368.5K | 0.03% | +16+0.4% | Added |
| Patten & Patten Inc | 3,843 | $369.9K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,852 | $370.8K | 0.04% | +76+2.0% | Added |
| Rothschild Investment LLC | 3,853 | $370.9K | 0.03% | −77−2.0% | Reduced |
| Dover Advisors, LLC | 3,866 | $372.1K | 0.23% | −395−9.3% | Reduced |
| Kinneret Advisory, LLC | 3,893 | $374.7K | 0.04% | +259+7.1% | Added |
| Mather Group, LLC. | 3,802 | $377.4K | 0.00% | +1,771+87.2% | Added |
| Boston Private Wealth LLC | 3,965 | $381.7K | 0.01% | −492−11.0% | Reduced |
| Atwood & Palmer Inc | 3,975 | $382.6K | 0.03% | −50−1.2% | Reduced |
| Bridgewater Associates, LP | 3,992 | $384.3K | 0.00% | +3,992 | New |
| Invesco, LLC | 4,008 | $385.8K | 0.16% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 4,008 | $385.8K | 0.04% | +4,008 | New |
| Global Retirement Partners, LLC | 4,062 | $391.0K | 0.01% | +2,652+188.1% | Added |
| HBK Sorce Advisory LLC | 4,072 | $392.0K | 0.01% | −480−10.5% | Reduced |
| Banque Cantonale Vaudoise | 4,077 | $392.0K | 0.02% | +4,077 | New |
| Fiduciary Group LLC | 4,086 | $393.3K | 0.04% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 4,093 | $394.0K | 0.17% | +4,093 | New |
| Kraematon Investment Advisors, Inc | 4,104 | $395.0K | 0.40% | +10+0.2% | Added |
| First Horizon Advisors, Inc. | 4,140 | $398.6K | 0.01% | +671+19.3% | Added |
| Shakespeare Wealth Management, Inc. | 4,142 | $398.7K | 0.12% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 4,144 | $398.9K | 0.08% | 00.0% | Unchanged |
| Bokf, NA | 4,165 | $400.9K | 0.01% | −263−5.9% | Reduced |
| Larson Financial Group LLC | 4,165 | $401.0K | 0.03% | +288+7.4% | Added |
| Quadrant Capital Group LLC | 4,167 | $401.1K | 0.03% | +478+13.0% | Added |
| Axxcess Wealth Management, LLC | 4,179 | $402.3K | 0.01% | −3,781−47.5% | Reduced |
| Boston Trust Walden Corp | 4,198 | $404.1K | 0.00% | 00.0% | Unchanged |
| Graypoint LLC | 4,219 | $406.1K | 0.03% | +232+5.8% | Added |
| Fifth Third Wealth Advisors LLC | 4,234 | $407.6K | 0.03% | +4,234 | New |
| Cigna Investments Inc | 4,250 | $409.0K | 0.08% | −36−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,255 | $409.6K | 0.01% | −231−5.1% | Reduced |
| Waldron Private Wealth LLC | 4,263 | $410.4K | 0.02% | +3+0.1% | Added |
| Tucker Asset Management LLC | 4,267 | $410.7K | 0.09% | +87+2.1% | Added |
| Drexel Morgan & Co. | 4,288 | $412.8K | 0.09% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $413.9K | 0.13% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,306 | $414.5K | 0.03% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,326 | $416.4K | 0.26% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,412 | $424.7K | 0.05% | −315−6.7% | Reduced |
| Forte Capital LLC | 4,430 | $426.4K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 4,263 | $426.9K | 0.12% | +21+0.5% | Added |
| Exencial Wealth Advisors, LLC | 4,437 | $427.1K | 0.02% | −5−0.1% | Reduced |
| Allworth Financial LP | 4,432 | $433.2K | 0.00% | −27−0.6% | Reduced |
| Gabelli Funds LLC | 4,500 | $433.2K | 0.00% | −700−13.5% | Reduced |
| Mirova | 4,505 | $433.7K | 0.08% | +4,505 | New |
| IHT Wealth Management, LLC | 4,529 | $436.0K | 0.02% | +452+11.1% | Added |
| 1st Source Bank | 4,543 | $437.3K | 0.03% | +13+0.3% | Added |
| Beck Mack & Oliver LLC | 4,547 | $437.7K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,553 | $438.0K | 0.02% | −228−4.8% | Reduced |
| Radnor Capital Management, LLC | 4,552 | $438.0K | 0.13% | +105+2.4% | Added |
| Core Wealth Partners LLC | 4,570 | $439.9K | 0.30% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 4,574 | $441.4K | 0.01% | +16+0.4% | Added |
| Siemens Fonds Invest GmbH | 4,597 | $442.5K | 0.03% | +269+6.2% | Added |
| Shayne & Co., LLC | 4,601 | $442.9K | 0.12% | 00.0% | Unchanged |
| Everett Harris & Co | 4,667 | $449.2K | 0.01% | +448+10.6% | Added |
| Moody National Bank Trust Division | 4,680 | $450.5K | 0.04% | −71−1.5% | Reduced |
| Geller Advisors LLC | 4,688 | $451.3K | 0.03% | +120+2.6% | Added |
| Sovereign Financial Group, Inc. | 4,688 | $451.3K | 0.11% | +13+0.3% | Added |
| Two Sigma Advisers, LP | 4,700 | $452.4K | 0.00% | +4,700 | New |
| Choate Investment Advisors | 4,711 | $453.5K | 0.01% | −38−0.8% | Reduced |
| Verdence Capital Advisors LLC | 4,713 | $453.6K | 0.04% | −246−5.0% | Reduced |
| Excalibur Management Corp | 4,727 | $455.0K | 0.19% | −29−0.6% | Reduced |
| Valeo Financial Advisors, LLC | 4,732 | $455.5K | 0.01% | −95−2.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 4,748 | $457.0K | 0.02% | +4,748 | New |
| Trust Co of Virginia | 4,750 | $457.2K | 0.04% | −106−2.2% | Reduced |
| Busey Wealth Management | 4,766 | $458.8K | 0.02% | +238+5.3% | Added |
| Charter Trust Co | 4,844 | $466.3K | 0.03% | +158+3.4% | Added |
| Zions Bancorporation, N.A. | 4,860 | $467.8K | 0.04% | −3,269−40.2% | Reduced |
| TownSquare Capital, LLC | 4,866 | $468.4K | 0.01% | +282+6.2% | Added |
| Headinvest, LLC | 4,881 | $469.8K | 0.09% | −475−8.9% | Reduced |
| Checchi Capital Advisers, LLC | 4,882 | $469.9K | 0.04% | +84+1.8% | Added |
| Aull & Monroe Investment Management Corp | 4,920 | $473.6K | 0.23% | −13−0.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,934 | $474.9K | 0.02% | −140−2.8% | Reduced |
| Monterey Private Wealth, Inc. | 4,943 | $475.8K | 0.18% | 00.0% | Unchanged |
| Diversified Trust Co | 4,948 | $476.3K | 0.01% | −43−0.9% | Reduced |
| Moors & Cabot, Inc. | 4,972 | $478.6K | 0.03% | +357+7.7% | Added |
| Walleye Capital LLC | 5,002 | $481.5K | 0.01% | −8,070−61.7% | Reduced |
| Stephens Inc | 5,049 | $486.0K | 0.01% | −67−1.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,057 | $486.7K | 0.01% | +309+6.5% | Added |
| Umb Bank N A | 5,091 | $490.1K | 0.01% | +196+4.0% | Added |
| Ferguson Wellman Capital Management, Inc | 5,147 | $495.4K | 0.01% | −8,117−61.2% | Reduced |
| Mutual Advisors, LLC | 5,336 | $496.4K | 0.01% | +25+0.5% | Added |
| Silver Oak Securities, Inc | 5,171 | $497.8K | 0.07% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5,240 | $497.8K | 0.00% | +321+6.5% | Added |
| Catalyst Funds Management Pty Ltd | 5,200 | $500.6K | 0.13% | +3,800+271.4% | Added |
| Valley Brook Capital Group | 5,215 | $502.0K | 0.39% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 5,220 | $502.5K | 0.02% | −105−2.0% | Reduced |
| Freestone Capital Holdings, LLC | 5,281 | $508.3K | 0.02% | −8−0.2% | Reduced |
| LGT Group Foundation | 5,306 | $510.8K | 0.01% | +2,721+105.3% | Added |
| Penobscot Investment Management Company, Inc. | 5,345 | $514.5K | 0.05% | −5−0.1% | Reduced |
| Diversify Wealth Management, LLC | 5,563 | $519.7K | 0.06% | +5,563 | New |
| Optas, LLC | 5,404 | $520.2K | 0.13% | +236+4.6% | Added |
| GAMMA Investing LLC | 5,415 | $521.2K | 0.07% | +2,720+100.9% | Added |
| Signaturefd, LLC | 5,441 | $523.7K | 0.01% | +712+15.1% | Added |
| Pitcairn Co | 5,527 | $532.0K | 0.03% | +635+13.0% | Added |
| Investment Advisory Services Inc | 5,559 | $535.1K | 0.20% | −69−1.2% | Reduced |
| Ingalls & Snyder LLC | 5,603 | $539.0K | 0.02% | −30−0.5% | Reduced |