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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 1,660 | $157.0K | 0.01% | −151−8.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,631 | $157.0K | 0.06% | +126+8.4% | Added |
| Bank of New Hampshire | 1,565 | $150.6K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,555 | $147.6K | 0.01% | +446+40.2% | Added |
| Transatlantique Private Wealth LLC | 41,109 | $146.8K | 0.06% | +41,109 | New |
| IFP Advisors, Inc | 1,492 | $143.6K | 0.01% | −45−2.9% | Reduced |
| Kessler Investment Group, LLC | 1,487 | $143.1K | 0.08% | +428+40.4% | Added |
| Crewe Advisors LLC | 1,473 | $141.8K | 0.02% | +154+11.7% | Added |
| Acropolis Investment Management, LLC | 1,465 | $141.0K | 0.01% | +26+1.8% | Added |
| Ronald Blue Trust, Inc. | 1,336 | $132.6K | 0.00% | +706+112.1% | Added |
| Caldwell Sutter Capital, Inc. | 1,366 | $131.5K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,364 | $131.3K | 0.02% | +1,350+9,642.9% | Added |
| Quent Capital, LLC | 1,359 | $130.8K | 0.01% | +1+0.1% | Added |
| AllSquare Wealth Management LLC | 1,350 | $130.0K | 0.08% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,318 | $126.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,306 | $125.7K | 0.02% | +379+40.9% | Added |
| Stephenson National Bank & Trust | 1,261 | $121.4K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,230 | $118.4K | 0.02% | +385+45.6% | Added |
| Cromwell Holdings LLC | 1,216 | $117.1K | 0.07% | +1,216 | New |
| Logan Capital Management Inc | 1,205 | $116.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $115.5K | 0.06% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,195 | $115.0K | 0.01% | +21+1.8% | Added |
| Estabrook Capital Management | 1,146 | $110.3K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,108 | $106.7K | 0.00% | −18−1.6% | Reduced |
| nVerses Capital, LLC | 1,100 | $105.9K | 0.06% | −900−45.0% | Reduced |
| Covestor Ltd | 1,089 | $105.0K | 0.07% | −1−0.1% | Reduced |
| Ulland Investment Advisors, LLC | 1,071 | $103.0K | 0.07% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,045 | $100.6K | 0.01% | +1,045 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,041 | $100.2K | 0.03% | −140−11.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,029 | $99.1K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,025 | $98.7K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,000 | $96.3K | 0.02% | −18−1.8% | Reduced |
| MV Capital Management, Inc. | 997 | $96.0K | 0.01% | +34+3.5% | Added |
| Indiana Trust & Investment Management CO | 990 | $95.3K | 0.03% | +550+125.0% | Added |
| Parkside Financial Bank & Trust | 985 | $94.8K | 0.01% | +30+3.1% | Added |
| Spire Wealth Management | 970 | $93.3K | 0.00% | −22−2.2% | Reduced |
| Hanson & Doremus Investment Management | 947 | $91.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 942 | $90.7K | 0.02% | −56−5.6% | Reduced |
| Independence Bank of Kentucky | 901 | $86.7K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 877 | $84.4K | 0.01% | −300−25.5% | Reduced |
| Evermay Wealth Management LLC | 872 | $83.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 857 | $82.5K | 0.07% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 845 | $81.3K | 0.05% | −126−13.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 833 | $80.2K | 0.04% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $79.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 820 | $78.9K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 800 | $77.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 800 | $77.0K | 0.03% | 00.0% | Unchanged |
| Ossiam | 785 | $75.6K | 0.00% | −13,619−94.6% | Reduced |
| Group One Trading, L.P. | 777 | $74.8K | 0.00% | +777 | New |
| City State Bank | 765 | $73.6K | 0.03% | −283−27.0% | Reduced |
| CoreCap Advisors, LLC | 763 | $73.4K | 0.01% | −4−0.5% | Reduced |
| POM Investment Strategies, LLC | 761 | $73.3K | 0.06% | +49+6.9% | Added |
| First United Bank Trust | 757 | $72.9K | 0.03% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 741 | $71.5K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 740 | $71.2K | 0.02% | +740 | New |
| Cassady Schiller Wealth Management, LLC | 732 | $70.5K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 729 | $70.2K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 729 | $70.2K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 715 | $69.0K | 0.00% | −20−2.7% | Reduced |
| Bellevue Asset Management, LLC | 716 | $68.9K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 710 | $68.3K | 0.00% | +488+219.8% | Added |
| Rise Advisors, LLC | 709 | $68.2K | 0.04% | +547+337.7% | Added |
| JFS Wealth Advisors, LLC | 708 | $68.1K | 0.01% | −226−24.2% | Reduced |
| Strengthening Families & Communities, LLC | 702 | $68.0K | 0.02% | +505+256.3% | Added |
| Oakmont Corp | 705 | $67.9K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 704 | $67.8K | 0.02% | −19−2.6% | Reduced |
| Old Second National Bank of Aurora | 700 | $67.4K | 0.02% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 691 | $67.0K | 0.01% | +691 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 689 | $66.3K | 0.00% | −1,692−71.1% | Reduced |
| Smartleaf Asset Management LLC | 684 | $65.7K | 0.01% | +340+98.8% | Added |
| Hoertkorn Richard Charles | 682 | $65.6K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 675 | $65.0K | 0.06% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 650 | $62.6K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 630 | $60.6K | 0.01% | +45+7.7% | Added |
| Bullock Wealth Management Group | 623 | $59.2K | 0.04% | +2+0.3% | Added |
| Coppell Advisory Solutions LLC | 614 | $59.1K | 0.01% | +614 | New |
| Cypress Capital Management LLC (WY) | 600 | $57.8K | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 596 | $57.4K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 580 | $55.8K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 575 | $55.4K | 0.00% | −250−30.3% | Reduced |
| Gables Capital Management Inc. | 575 | $55.4K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 566 | $54.5K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 561 | $54.0K | 0.02% | −51−8.3% | Reduced |
| JNBA Financial Advisors | 553 | $53.2K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 536 | $51.6K | 0.03% | −50−8.5% | Reduced |
| Hilltop National Bank | 533 | $51.3K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 517 | $49.8K | 0.02% | +517 | New |
| Beacon Capital Management, LLC | 516 | $49.7K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 507 | $48.8K | 0.04% | +507 | New |
| Jackson, Grant Investment Advisers, Inc. | 496 | $47.7K | 0.02% | −114−18.7% | Reduced |
| Capital Advisors, Ltd. LLC | 473 | $46.0K | 0.01% | −5−1.0% | Reduced |
| Creative Financial Designs Inc | 463 | $44.6K | 0.00% | +327+240.4% | Added |
| SRS Capital Advisors, Inc. | 462 | $44.5K | 0.00% | +37+8.7% | Added |
| First Command Advisory Services, Inc. | 448 | $43.1K | 0.00% | −47−9.5% | Reduced |
| Pinnacle Bancorp, Inc. | 437 | $42.1K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 436 | $42.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 424 | $40.8K | 0.02% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 400 | $38.5K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 400 | $38.5K | 0.03% | +400 | New |