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 |
|---|---|---|---|---|---|
| Applied Finance Capital Management, LLC | 9,583 | $922.5K | 0.04% | +9,583 | New |
| Tokio Marine Asset Management Co Ltd | 9,679 | $931.7K | 0.04% | +1,613+20.0% | Added |
| Oppenheimer & Co Inc | 9,743 | $937.9K | 0.01% | −8−0.1% | Reduced |
| Birch Hill Investment Advisors LLC | 9,787 | $942.1K | 0.05% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 9,833 | $946.5K | 0.14% | +35+0.4% | Added |
| ISAM Funds (UK) Ltd | 9,867 | $949.8K | 0.71% | +5,150+109.2% | Added |
| HighPoint Advisor Group LLC | 10,132 | $951.0K | 0.06% | +348+3.6% | Added |
| Oak Thistle LLC | 9,888 | $951.8K | 0.71% | +6,506+192.4% | Added |
| Burney Co | 9,924 | $955.3K | 0.04% | −417−4.0% | Reduced |
| Johnson Investment Counsel Inc | 9,989 | $961.5K | 0.01% | +49+0.5% | Added |
| Van Hulzen Asset Management, LLC | 10,000 | $963.0K | 0.06% | −3,500−25.9% | Reduced |
| Canal Insurance CO | 10,000 | $963.0K | 0.25% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 10,062 | $968.6K | 0.28% | −224−2.2% | Reduced |
| Compass Wealth Management LLC | 10,108 | $973.0K | 0.24% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 10,109 | $973.1K | 0.00% | −2,815−21.8% | Reduced |
| Appian Way Asset Management LP | 10,300 | $991.5K | 0.25% | +10,300 | New |
| Merit Financial Group, LLC | 10,374 | $998.6K | 0.02% | −192−1.8% | Reduced |
| Greenleaf Trust | 10,474 | $1.01M | 0.01% | +594+6.0% | Added |
| HB Wealth Management, LLC | 10,488 | $1.01M | 0.01% | +3,479+49.6% | Added |
| Paloma Partners Management Co | 10,565 | $1.02M | 0.09% | +6,126+138.0% | Added |
| Clearstead Advisors, LLC | 10,586 | $1.02M | 0.02% | +6,362+150.6% | Added |
| Lafayette Investments, Inc. | 10,626 | $1.02M | 0.23% | +10+0.1% | Added |
| Abbrea Capital, LLC | 10,627 | $1.02M | 0.14% | −12−0.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,679 | $1.03M | 0.02% | −491−4.4% | Reduced |
| Bridges Investment Management Inc | 10,690 | $1.03M | 0.02% | +300+2.9% | Added |
| La Banque Postale Asset Management SA | 10,833 | $1.04M | 0.04% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 10,833 | $1.04M | 0.02% | −2,869−20.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,085 | $1.07M | 0.04% | −270−2.4% | Reduced |
| Atria Investments LLC | 11,086 | $1.07M | 0.01% | −582−5.0% | Reduced |
| Principle Wealth Partners LLC | 11,174 | $1.08M | 0.08% | −465−4.0% | Reduced |
| Bollard Group LLC | 11,211 | $1.08M | 0.03% | +24+0.2% | Added |
| Raymond James Trust N.A. | 11,288 | $1.09M | 0.03% | −193−1.7% | Reduced |
| Paradigm Asset Management Co LLC | 11,500 | $1.11M | 0.31% | +11,500 | New |
| Quest Partners LLC | 11,571 | $1.11M | 0.15% | −13,516−53.9% | Reduced |
| Neville Rodie & Shaw Inc | 11,608 | $1.12M | 0.08% | 00.0% | Unchanged |
| Rossmore Private Capital | 11,728 | $1.13M | 0.15% | 00.0% | Unchanged |
| Veriti Management LLC | 12,237 | $1.18M | 0.07% | +1,707+16.2% | Added |
| Ironwood Investment Management LLC | 12,388 | $1.19M | 0.64% | −109−0.9% | Reduced |
| Dash Acquisitions Inc. | 12,135 | $1.20M | 0.33% | +905+8.1% | Added |
| Davenport & Co LLC | 12,522 | $1.21M | 0.01% | −49−0.4% | Reduced |
| Hartford Financial Management Inc. | 12,595 | $1.21M | 0.26% | −323−2.5% | Reduced |
| Woodstock Corp | 12,634 | $1.22M | 0.12% | −490−3.7% | Reduced |
| Metis Global Partners, LLC | 12,751 | $1.23M | 0.04% | −179−1.4% | Reduced |
| D.A. Davidson & Co. | 12,809 | $1.23M | 0.01% | +836+7.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,867 | $1.24M | 0.03% | +20.0% | Added |
| K.J. Harrison & Partners Inc | 13,000 | $1.25M | 0.21% | −2,000−13.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.25M | 0.16% | 00.0% | Unchanged |
| Private Trust Co NA | 13,003 | $1.25M | 0.13% | +72+0.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,041 | $1.26M | 0.08% | −339−2.5% | Reduced |
| Goelzer Investment Management, Inc. | 13,048 | $1.26M | 0.07% | −535−3.9% | Reduced |
| Parsons Capital Management Inc | 13,166 | $1.27M | 0.09% | −32−0.2% | Reduced |
| Whittier Trust Co | 13,210 | $1.27M | 0.02% | −197−1.5% | Reduced |
| Acadian Asset Management LLC | 13,335 | $1.28M | 0.00% | +6,537+96.2% | Added |
| Resources Investment Advisors, LLC. | 13,329 | $1.28M | 0.02% | +3,687+38.2% | Added |
| Principal Securities, Inc. | 13,488 | $1.30M | 0.04% | +918+7.3% | Added |
| Argent Trust Co | 13,505 | $1.30M | 0.06% | +1,338+11.0% | Added |
| Ellevest, Inc. | 13,562 | $1.31M | 0.08% | +1,088+8.7% | Added |
| Redwood Investment Management, LLC | 14,434 | $1.33M | 0.12% | +14,434 | New |
| Trust Co of Vermont | 13,918 | $1.34M | 0.07% | −1,653−10.6% | Reduced |
| Empirical Finance, LLC | 13,940 | $1.34M | 0.08% | −1,089−7.2% | Reduced |
| Guggenheim Capital LLC | 14,019 | $1.35M | 0.01% | −27,083−65.9% | Reduced |
| Synovus Financial Corp | 14,047 | $1.35M | 0.02% | −508−3.5% | Reduced |
| Beacon Pointe Advisors, LLC | 14,343 | $1.38M | 0.02% | −3,011−17.4% | Reduced |
| Norinchukin Bank, The | 14,352 | $1.38M | 0.04% | +172+1.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,357 | $1.38M | 0.02% | +6,935+93.4% | Added |
| Hartford Funds Management Co LLC | 14,485 | $1.39M | 0.13% | +1,470+11.3% | Added |
| Moody Lynn & Lieberson, LLC | 14,530 | $1.40M | 0.09% | −350−2.4% | Reduced |
| Qtron Investments LLC | 14,658 | $1.41M | 0.20% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 14,698 | $1.41M | 0.40% | −80−0.5% | Reduced |
| NEOS Investment Management LLC | 14,823 | $1.43M | 0.06% | +4,177+39.2% | Added |
| Park Avenue Securities LLC | 14,931 | $1.44M | 0.02% | +127+0.9% | Added |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.44M | 0.26% | 00.0% | Unchanged |
| Pensionfund Sabic | 15,000 | $1.44M | 0.43% | 00.0% | Unchanged |
| Bessemer Group Inc | 15,026 | $1.45M | 0.00% | +1,085+7.8% | Added |
| Ieq Capital, LLC | 15,324 | $1.48M | 0.02% | +1,113+7.8% | Added |
| Swiss Life Asset Management Ltd | 15,421 | $1.48M | 0.02% | +235+1.5% | Added |
| Pearl River Capital, LLC | 15,644 | $1.51M | 0.24% | +15,644 | New |
| BKD Wealth Advisors, LLC | 15,826 | $1.52M | 0.04% | −2,200−12.2% | Reduced |
| Tufton Capital Management | 15,852 | $1.53M | 0.30% | −205−1.3% | Reduced |
| American National Bank | 15,932 | $1.53M | 0.19% | −355−2.2% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.54M | 2.05% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 16,122 | $1.55M | 0.22% | +8,148+102.2% | Added |
| Snider Financial Group | 16,427 | $1.58M | 0.61% | +270+1.7% | Added |
| Perigon Wealth Management, LLC | 16,739 | $1.61M | 0.05% | +167+1.0% | Added |
| Rakuten Investment Management, Inc. | 17,231 | $1.65M | 0.01% | +5,981+53.2% | Added |
| CWM, LLC | 17,546 | $1.69M | 0.01% | +1,439+8.9% | Added |
| Dearborn Partners LLC | 17,636 | $1.70M | 0.07% | −25−0.1% | Reduced |
| RSM US Wealth Management LLC | 17,948 | $1.70M | 0.03% | +11,767+190.4% | Added |
| Whittier Trust Co of Nevada Inc | 17,911 | $1.72M | 0.05% | −422−2.3% | Reduced |
| E. Ohman J:or Asset Management AB | 17,950 | $1.73M | 0.04% | +1,250+7.5% | Added |
| Zurich Insurance Group Ltd | 18,200 | $1.75M | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 18,332 | $1.76M | 0.03% | −1,085−5.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 18,368 | $1.77M | 0.79% | +719+4.1% | Added |
| Systematic Alpha Investments, LLC | 18,610 | $1.79M | 0.07% | 00.0% | Unchanged |
| Savant Capital, LLC | 18,713 | $1.80M | 0.02% | +313+1.7% | Added |
| Essex Financial Services, Inc. | 19,461 | $1.80M | 0.13% | +2,488+14.7% | Added |
| Huntington National Bank | 18,878 | $1.82M | 0.01% | −355−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,940 | $1.82M | 0.05% | +1,010+5.6% | Added |
| Fifth Third Bancorp | 19,126 | $1.84M | 0.01% | +152+0.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 32,924 | $1.86M | 0.01% | −32,228−49.5% | Reduced |