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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 19,543 | $1.88M | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 19,688 | $1.90M | 0.23% | −9,564−32.7% | Reduced |
| Selway Asset Management | 19,871 | $1.91M | 0.78% | +600+3.1% | Added |
| Kestra Advisory Services, LLC | 20,057 | $1.93M | 0.01% | +1,406+7.5% | Added |
| Kovitz Investment Group Partners, LLC | 20,021 | $1.93M | 0.02% | +20,021 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,500 | $1.97M | 1.02% | −3,000−12.8% | Reduced |
| New Mexico Educational Retirement Board | 20,608 | $1.98M | 0.07% | 00.0% | Unchanged |
| NBT Bank N A | 20,688 | $1.99M | 0.14% | +3,765+22.2% | Added |
| Steward Partners Investment Advisory, LLC | 20,818 | $2.00M | 0.02% | +390+1.9% | Added |
| FORA Capital, LLC | 20,964 | $2.02M | 0.25% | −2,358−10.1% | Reduced |
| Rockland Trust Co | 21,143 | $2.04M | 0.11% | +1,767+9.1% | Added |
| Bank Pictet & Cie (Asia) Ltd | 21,371 | $2.06M | 0.69% | +964+4.7% | Added |
| Sanctuary Advisors, LLC | 22,486 | $2.07M | 0.02% | +22,486 | New |
| Boston Financial Mangement LLC | 21,544 | $2.07M | 0.07% | +322+1.5% | Added |
| Dodge & Cox | 21,810 | $2.10M | 0.00% | −450−2.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 21,928 | $2.11M | 0.01% | −905−4.0% | Reduced |
| Engineers Gate Manager LP | 22,123 | $2.13M | 0.05% | +4,914+28.6% | Added |
| Tocqueville Asset Management L.P. | 22,132 | $2.13M | 0.04% | −10,000−31.1% | Reduced |
| Venture Visionary Partners LLC | 22,166 | $2.13M | 0.10% | +70.0% | Added |
| Private Advisor Group, LLC | 22,323 | $2.15M | 0.01% | −609−2.7% | Reduced |
| Plato Investment Management Ltd | 22,745 | $2.19M | 0.20% | 00.0% | Unchanged |
| Sciencast Management LP | 22,846 | $2.20M | 0.77% | +12,970+131.3% | Added |
| Louisiana State Employees Retirement System | 22,900 | $2.20M | 0.04% | −700−3.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 22,917 | $2.21M | 1.36% | −126−0.5% | Reduced |
| Securian Asset Management, Inc | 23,248 | $2.24M | 0.07% | −632−2.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 23,355 | $2.25M | 0.00% | −206,697−89.8% | Reduced |
| YHB Investment Advisors, Inc. | 23,459 | $2.26M | 0.19% | +57+0.2% | Added |
| Letson Investment Management, Inc. | 23,681 | $2.28M | 1.01% | +40.0% | Added |
| Everence Capital Management Inc | 25,430 | $2.32M | 0.16% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 24,141 | $2.32M | 0.04% | −9,949−29.2% | Reduced |
| JB Capital LLC | 24,448 | $2.35M | 0.15% | −1,861−7.1% | Reduced |
| Blair William & Co | 24,544 | $2.36M | 0.01% | +9,643+64.7% | Added |
| Heritage Investors Management Corp | 24,737 | $2.38M | 0.08% | −135−0.5% | Reduced |
| Colony Group, LLC | 24,797 | $2.39M | 0.01% | +5,330+27.4% | Added |
| Liontrust Investment Partners LLP | 25,018 | $2.41M | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 25,404 | $2.45M | 0.11% | −1,947−7.1% | Reduced |
| Okabena Investment Services Inc | 25,550 | $2.46M | 0.78% | −5,911−18.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 25,766 | $2.48M | 0.01% | +1,161+4.7% | Added |
| Hartford Investment Management Co | 25,837 | $2.49M | 0.09% | −295−1.1% | Reduced |
| UniSuper Management Pty Ltd | 25,908 | $2.49M | 0.02% | +11,077+74.7% | Added |
| Silvercrest Asset Management Group LLC | 26,175 | $2.52M | 0.02% | +1,099+4.4% | Added |
| Liberty Capital Management, Inc. | 26,684 | $2.57M | 0.61% | +2,106+8.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 26,930 | $2.59M | 0.06% | −3,440−11.3% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 27,122 | $2.61M | 0.43% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 27,606 | $2.66M | 0.00% | −1,750,037−98.4% | Reduced |
| Evercore Wealth Management, LLC | 27,712 | $2.67M | 0.04% | −90.0% | Reduced |
| Canandaigua National Bank & Trust Co | 27,838 | $2.68M | 0.29% | −77−0.3% | Reduced |
| Close Asset Management Ltd | 28,038 | $2.70M | 0.09% | −575−2.0% | Reduced |
| D. E. Shaw & Co., Inc. | 28,177 | $2.71M | 0.00% | −470,099−94.3% | Reduced |
| Toroso Investments, LLC | 28,273 | $2.72M | 0.04% | +3,021+12.0% | Added |
| Tower Research Capital LLC (TRC) | 28,530 | $2.75M | 0.05% | +3,313+13.1% | Added |
| Abn Amro Investment Solutions | 29,136 | $2.80M | 0.05% | −10,928−27.3% | Reduced |
| LRI Investments, LLC | 29,158 | $2.81M | 0.32% | +882+3.1% | Added |
| Louisbourg Investments Inc. | 35,433 | $2.82M | 0.79% | −90−0.3% | Reduced |
| Cohen Klingenstein LLC | 29,307 | $2.82M | 0.10% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 29,990 | $2.89M | 0.06% | +29,990 | New |
| M. Kraus & Co | 30,042 | $2.89M | 0.89% | −150−0.5% | Reduced |
| Avantax Advisory Services, Inc. | 30,167 | $2.90M | 0.02% | +7,148+31.1% | Added |
| BDF-Gestion | 30,268 | $2.91M | 0.28% | +30,268 | New |
| Vinva Investment Management Ltd | 30,484 | $2.93M | 0.15% | +14,748+93.7% | Added |
| AMG National Trust Bank | 30,411 | $2.93M | 0.08% | +727+2.4% | Added |
| Kentucky Retirement Systems | 30,468 | $2.93M | 0.08% | −323−1.0% | Reduced |
| Eventide Asset Management, LLC | 30,477 | $2.93M | 0.05% | +20,288+199.1% | Added |
| D L Carlson Investment Group Inc | 31,001 | $2.98M | 0.58% | −375−1.2% | Reduced |
| Mizuho Securities USA LLC | 31,177 | $3.00M | 0.07% | +31,177 | New |
| Shelter Mutual Insurance Co | 31,200 | $3.00M | 0.78% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 31,261 | $3.01M | 0.08% | −2,841−8.3% | Reduced |
| Maryland State Retirement & Pension System | 31,480 | $3.03M | 0.06% | −689−2.1% | Reduced |
| Intech Investment Management LLC | 31,497 | $3.03M | 0.04% | −7,718−19.7% | Reduced |
| Prudential PLC | 31,515 | $3.03M | 0.02% | +13,696+76.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,683 | $3.05M | 0.01% | −365−1.1% | Reduced |
| Arlington Partners LLC | 32,076 | $3.09M | 1.53% | −3,114−8.8% | Reduced |
| First Eagle Investment Management, LLC | 32,304 | $3.11M | 0.01% | +12,256+61.1% | Added |
| Circle Wealth Management, LLC | 32,510 | $3.13M | 0.07% | −296−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,557 | $3.13M | 0.03% | −904−2.7% | Reduced |
| CIBC World Markets Inc. | 32,683 | $3.15M | 0.01% | −3,362−9.3% | Reduced |
| Roundview Capital LLC | 32,726 | $3.15M | 0.25% | +3,997+13.9% | Added |
| Quantinno Capital Management LP | 32,731 | $3.15M | 0.06% | +4,415+15.6% | Added |
| Susquehanna Fundamental Investments, LLC | 33,119 | $3.19M | 0.07% | +33,119 | New |
| Capital Fund Management S.A. | 33,272 | $3.20M | 0.04% | +5,502+19.8% | Added |
| Wesbanco Bank Inc | 33,413 | $3.22M | 0.12% | +467+1.4% | Added |
| Thrivent Financial for Lutherans | 33,787 | $3.25M | 0.01% | −1,387−3.9% | Reduced |
| Seascape Capital Management | 34,341 | $3.31M | 1.23% | +597+1.8% | Added |
| Cerity Partners LLC | 34,425 | $3.31M | 0.01% | −425−1.2% | Reduced |
| Oregon Public Employees Retirement Fund | 34,717 | $3.34M | 0.07% | +100.0% | Added |
| Rafferty Asset Management, LLC | 34,849 | $3.35M | 0.01% | +1,144+3.4% | Added |
| Jefferies Financial Group Inc. | 34,863 | $3.36M | 0.07% | +25,224+261.7% | Added |
| Elo Mutual Pension Insurance Co | 34,945 | $3.36M | 0.08% | −2,551−6.8% | Reduced |
| JustInvest LLC | 37,547 | $3.47M | 0.07% | +4,733+14.4% | Added |
| O'Shaughnessy Asset Management, LLC | 36,107 | $3.48M | 0.04% | +5,657+18.6% | Added |
| Atlantic Union Bankshares Corp | 36,372 | $3.50M | 0.22% | +7,286+25.0% | Added |
| Baird Financial Group, Inc. | 36,843 | $3.55M | 0.01% | +9,182+33.2% | Added |
| Cresset Asset Management, LLC | 36,858 | $3.55M | 0.02% | +7,266+24.6% | Added |
| Richard Bernstein Advisors LLC | 36,961 | $3.56M | 0.08% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 37,853 | $3.64M | 1.01% | −20,041−34.6% | Reduced |
| QRG Capital Management, Inc. | 37,980 | $3.66M | 0.04% | −1,176−3.0% | Reduced |
| Regions Financial Corp | 38,292 | $3.69M | 0.03% | −3,939−9.3% | Reduced |
| Cacti Asset Management LLC | 38,404 | $3.69M | 0.30% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 38,491 | $3.71M | 0.12% | +87+0.2% | Added |
| Wealthfront Advisers LLC | 39,985 | $3.85M | 0.01% | +889+2.3% | Added |