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 |
|---|---|---|---|---|---|
| Bull Street Advisors, LLC | 5,645 | $543.0K | 0.26% | −35−0.6% | Reduced |
| Montag A & Associates Inc | 5,645 | $543.4K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 5,732 | $551.8K | 0.01% | −32−0.6% | Reduced |
| Garrison Point Advisors, LLC | 5,745 | $553.0K | 0.36% | −59−1.0% | Reduced |
| Fox Run Management, L.L.C. | 5,754 | $553.9K | 0.10% | −2,844−33.1% | Reduced |
| CAPROCK Group, Inc. | 5,779 | $556.3K | 0.02% | +2,901+100.8% | Added |
| Holderness Investments Co | 5,786 | $557.0K | 0.13% | −225−3.7% | Reduced |
| Nomura Holdings Inc | 5,849 | $563.0K | 0.00% | +2,612+80.7% | Added |
| Quotient Wealth Partners, LLC | 5,873 | $565.3K | 0.02% | +206+3.6% | Added |
| Allred Capital Management, LLC | 5,911 | $569.0K | 0.22% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 5,942 | $572.0K | 0.42% | −10−0.2% | Reduced |
| Diversify Advisory Services, LLC | 5,943 | $572.4K | 0.03% | −3,121−34.4% | Reduced |
| Bridgefront Capital, LLC | 5,963 | $574.0K | 0.24% | +5,963 | New |
| Wendell David Associates Inc | 5,959 | $574.0K | 0.06% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,979 | $575.5K | 0.01% | +1,502+33.5% | Added |
| ClearAlpha Technologies LP | 5,987 | $576.3K | 0.23% | +5,987 | New |
| Vident Advisory, LLC | 6,025 | $580.0K | 0.02% | −15,449−71.9% | Reduced |
| Wetherby Asset Management Inc | 6,084 | $585.7K | 0.03% | +28+0.5% | Added |
| Soltis Investment Advisors LLC | 6,088 | $586.1K | 0.06% | +152+2.6% | Added |
| Lindbrook Capital, LLC | 6,091 | $586.3K | 0.06% | +121+2.0% | Added |
| Sentry Investment Management LLC | 6,113 | $588.0K | 0.26% | −1,252−17.0% | Reduced |
| Meridian Management Co | 6,124 | $589.5K | 0.16% | +10.0% | Added |
| Mesirow Financial Investment Management, Inc. | 6,136 | $591.3K | 0.01% | +81+1.3% | Added |
| Means Investment Co., Inc. | 6,189 | $595.7K | 0.07% | +10.0% | Added |
| DF Dent & Co Inc | 6,229 | $599.6K | 0.01% | +4,045+185.2% | Added |
| ICW Investment Advisors LLC | 6,247 | $601.3K | 0.27% | −120−1.9% | Reduced |
| Kingsview Wealth Management, LLC | 6,282 | $604.7K | 0.01% | +183+3.0% | Added |
| Auto-Owners Insurance Co | 6,393 | $615.4K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,398 | $615.9K | 0.03% | −54−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,411 | $617.1K | 0.03% | +453+7.6% | Added |
| Simmons Bank | 6,459 | $621.7K | 0.05% | −106−1.6% | Reduced |
| Profund Advisors LLC | 6,500 | $625.7K | 0.02% | −110−1.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,507 | $626.4K | 0.06% | −32−0.5% | Reduced |
| Westhampton Capital, LLC | 6,587 | $634.1K | 0.34% | 00.0% | Unchanged |
| Empowered Funds, LLC | 6,618 | $637.0K | 0.01% | +413+6.7% | Added |
| NorthRock Partners, LLC | 6,628 | $638.0K | 0.02% | +139+2.1% | Added |
| National Asset Management, Inc. | 6,671 | $642.1K | 0.02% | −1,374−17.1% | Reduced |
| Waterford Advisors, LLC | 6,690 | $644.0K | 0.27% | 00.0% | Unchanged |
| Laurion Capital Management LP | 6,728 | $647.6K | 0.02% | +6,728 | New |
| Ballentine Partners, LLC | 6,757 | $650.4K | 0.01% | +431+6.8% | Added |
| Wedmont Private Capital | 6,491 | $650.5K | 0.04% | +195+3.1% | Added |
| V-Square Quantitative Management LLC | 6,766 | $651.3K | 0.11% | −4,524−40.1% | Reduced |
| Amussen Hunsaker Associates LLC | 6,849 | $652.2K | 0.11% | −9−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,809 | $655.4K | 0.03% | +39+0.6% | Added |
| MQS Management LLC | 6,809 | $655.4K | 0.40% | +6,809 | New |
| Curbstone Financial Management Corp | 6,818 | $656.3K | 0.14% | 00.0% | Unchanged |
| Ci Investments Inc. | 6,827 | $657.0K | 0.00% | +91+1.4% | Added |
| ELCO Management Co., LLC | 6,937 | $667.8K | 0.39% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 7,155 | $686.9K | 0.43% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,193 | $692.5K | 0.01% | −2,463−25.5% | Reduced |
| Ar Asset Management Inc | 7,200 | $693.0K | 0.17% | 00.0% | Unchanged |
| Chicago Capital, LLC | 7,233 | $696.2K | 0.02% | +250+3.6% | Added |
| Horizon Investments, LLC | 7,264 | $699.2K | 0.02% | +18+0.2% | Added |
| Cooper Financial Group | 7,289 | $701.6K | 0.10% | −1,575−17.8% | Reduced |
| Central Trust Co | 7,382 | $710.6K | 0.02% | −176−2.3% | Reduced |
| Romano Brothers and Company | 7,384 | $710.8K | 0.10% | 00.0% | Unchanged |
| Philadelphia Trust Co | 7,428 | $715.0K | 0.06% | −11−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 7,435 | $715.7K | 0.03% | −193−2.5% | Reduced |
| Curated Wealth Partners LLC | 7,489 | $720.9K | 0.10% | +7,489 | New |
| Apollon Wealth Management, LLC | 7,529 | $724.7K | 0.02% | −453−5.7% | Reduced |
| Pring Turner Capital Group Inc | 7,575 | $729.2K | 0.51% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,772 | $748.2K | 0.01% | +392+5.3% | Added |
| GTS Securities LLC | 7,799 | $750.7K | 0.02% | +7,799 | New |
| Goodman Advisory Group, LLC | 7,845 | $755.2K | 0.23% | −17,320−68.8% | Reduced |
| Baldwin Investment Management, LLC | 7,857 | $756.3K | 0.10% | +160+2.1% | Added |
| Vestcor Inc | 7,875 | $758.0K | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 7,883 | $758.8K | 0.05% | +2,425+44.4% | Added |
| Teacher Retirement System of Texas | 7,893 | $760.0K | 0.00% | −12,108−60.5% | Reduced |
| Virtu Financial LLC | 7,894 | $760.0K | 0.05% | −5,398−40.6% | Reduced |
| Stratos Wealth Partners, LTD. | 7,948 | $765.1K | 0.01% | +1,432+22.0% | Added |
| TD Private Client Wealth LLC | 7,969 | $767.1K | 0.02% | −291−3.5% | Reduced |
| Panagora Asset Management Inc | 7,972 | $767.4K | 0.00% | −2,032−20.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,000 | $770.1K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,187 | $788.1K | 0.02% | −381−4.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 8,214 | $790.7K | 0.09% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 8,225 | $791.7K | 0.03% | +4,159+102.3% | Added |
| Bleakley Financial Group, LLC | 8,278 | $796.9K | 0.02% | −1,448−14.9% | Reduced |
| Simplicity Wealth,LLC | 8,278 | $796.9K | 0.02% | −1,433−14.8% | Reduced |
| Sit Investment Associates Inc | 8,415 | $810.0K | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 8,570 | $824.9K | 0.02% | −65−0.8% | Reduced |
| Integrated Wealth Concepts LLC | 8,591 | $827.0K | 0.01% | +155+1.8% | Added |
| Cypress Capital Group | 8,606 | $828.4K | 0.10% | −975−10.2% | Reduced |
| Lee Danner & Bass Inc | 8,625 | $830.0K | 0.06% | +8,625 | New |
| FineMark National Bank & Trust | 8,651 | $832.7K | 0.03% | −610−6.6% | Reduced |
| Advisors Asset Management, Inc. | 8,855 | $852.4K | 0.02% | +807+10.0% | Added |
| Kestra Private Wealth Services, LLC | 8,857 | $852.6K | 0.02% | +25+0.3% | Added |
| Investment Management Corp of Ontario | 8,908 | $857.5K | 0.02% | +2,300+34.8% | Added |
| Home Federal Bank of Tennessee | 8,931 | $859.7K | 0.26% | +85+1.0% | Added |
| Holowesko Partners Ltd. | 9,000 | $866.3K | 0.49% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,096 | $875.6K | 0.01% | −50−0.5% | Reduced |
| Salem Investment Counselors Inc | 9,103 | $876.3K | 0.03% | −356−3.8% | Reduced |
| Field & Main Bank | 9,125 | $878.4K | 0.33% | −685−7.0% | Reduced |
| Groupama Asset Managment | 9,296 | $894.8K | 0.02% | +4,015+76.0% | Added |
| Snowden Capital Advisors LLC | 9,367 | $901.7K | 0.03% | +212+2.3% | Added |
| Guinness Atkinson Asset Management Inc | 9,389 | $903.8K | 0.44% | −163−1.7% | Reduced |
| Fractal Investments LLC | 9,400 | $904.8K | 0.16% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 9,406 | $905.4K | 0.40% | −120−1.3% | Reduced |
| Parallel Advisors, LLC | 9,441 | $908.8K | 0.02% | +242+2.6% | Added |
| Sequoia Financial Advisors, LLC | 9,445 | $909.1K | 0.01% | +1,391+17.3% | Added |
| Modera Wealth Management, LLC | 9,555 | $919.8K | 0.01% | +334+3.6% | Added |