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 |
|---|---|---|---|---|---|
| Community Bank, N.A. | 400 | $38.5K | 0.01% | 00.0% | Unchanged |
| Motco | 399 | $38.4K | 0.00% | −17−4.1% | Reduced |
| TFC Financial Management | 397 | $38.2K | 0.01% | −2−0.5% | Reduced |
| Chesapeake Asset Management LLC | 397 | $38.2K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 396 | $38.1K | 0.01% | +368+1,314.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 394 | $38.0K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 389 | $37.4K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 378 | $36.4K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 375 | $36.1K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 374 | $36.0K | 0.00% | +99+36.0% | Added |
| JJJ Advisors Inc. | 370 | $35.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 369 | $35.5K | 0.01% | +205+125.0% | Added |
| Cornerstone Planning Group LLC | 362 | $33.8K | 0.01% | −22−5.7% | Reduced |
| Bray Capital Advisors | 350 | $33.7K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 353 | $33.5K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 345 | $33.2K | 0.01% | −150−30.3% | Reduced |
| Laffer Tengler Investments | 335 | $32.2K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 326 | $31.4K | 0.02% | +12+3.8% | Added |
| Atticus Wealth Management, LLC | 324 | $31.2K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 324 | $31.2K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 326 | $31.0K | 0.00% | −165−33.6% | Reduced |
| Prestige Wealth Management Group LLC | 322 | $31.0K | 0.01% | −23−6.7% | Reduced |
| Intelligent Financial Strategies | 316 | $30.4K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 336 | $30.1K | 0.02% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 303 | $29.2K | 0.01% | −684−69.3% | Reduced |
| Hantz Financial Services, Inc. | 301 | $29.0K | 0.00% | −16−5.0% | Reduced |
| United Community Bank | 300 | $28.9K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 300 | $28.9K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 300 | $28.9K | 0.02% | +300 | New |
| CNB Bank | 292 | $28.1K | 0.01% | −137−31.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 291 | $28.0K | 0.00% | +286+5,720.0% | Added |
| Cranbrook Wealth Management, LLC | 287 | $27.6K | 0.01% | +250+675.7% | Added |
| SJS Investment Consulting Inc. | 270 | $26.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 270 | $26.0K | 0.00% | +196+264.9% | Added |
| Kelly Financial Services LLC | 268 | $25.8K | 0.01% | +1+0.4% | Added |
| Costello Asset Management, INC | 262 | $25.2K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 258 | $24.8K | 0.00% | +8+3.2% | Added |
| Front Row Advisors LLC | 254 | $24.4K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 253 | $24.4K | 0.01% | +253 | New |
| Plante Moran Financial Advisors, LLC | 251 | $24.2K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 250 | $24.1K | 0.01% | −375−60.0% | Reduced |
| Mascoma Wealth Management LLC | 250 | $24.1K | 0.01% | −300−54.5% | Reduced |
| Osterweis Capital Management Inc | 250 | $24.1K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $24.1K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 245 | $23.6K | 0.00% | −75−23.4% | Reduced |
| NBC Securities, Inc. | 248 | $23.0K | 0.00% | +13+5.5% | Added |
| Sound Income Strategies, LLC | 238 | $22.9K | 0.00% | +76+46.9% | Added |
| Sugarloaf Wealth Management, LLC | 235 | $22.6K | 0.00% | −163−41.0% | Reduced |
| Central Pacific Bank - Trust Division | 235 | $22.6K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 232 | $22.3K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $22.1K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 227 | $21.9K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 217 | $20.9K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 212 | $20.4K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 209 | $20.1K | 0.00% | −45−17.7% | Reduced |
| Glen Eagle Advisors, LLC | 208 | $20.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 206 | $19.8K | 0.01% | +7+3.5% | Added |
| MCF Advisors LLC | 204 | $19.6K | 0.00% | +33+19.3% | Added |
| Hobbs Group Advisors, LLC | 203 | $19.6K | 0.01% | +203 | New |
| Family Firm, Inc. | 201 | $19.4K | 0.00% | +201 | New |
| Armstrong Advisory Group, Inc | 201 | $19.3K | 0.00% | −46−18.6% | Reduced |
| Olistico Wealth, LLC | 200 | $19.3K | 0.01% | +200 | New |
| Barrett & Company, Inc. | 200 | $19.3K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 198 | $19.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 189 | $18.2K | 0.00% | −3−1.6% | Reduced |
| Castleview Partners, LLC | 183 | $17.6K | 0.01% | −83−31.2% | Reduced |
| Financial Perspectives, Inc | 180 | $17.3K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 179 | $17.2K | 0.00% | −112−38.5% | Reduced |
| AdvisorNet Financial, Inc | 179 | $17.2K | 0.00% | +1+0.6% | Added |
| GW&K Investment Management, LLC | 175 | $17.0K | 0.00% | +12+7.4% | Added |
| Cedar Mountain Advisors, LLC | 173 | $16.6K | 0.00% | +1+0.6% | Added |
| Tanglewood Legacy Advisors, LLC | 167 | $16.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 163 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 164 | $15.8K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 150 | $14.4K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 150 | $14.4K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 154 | $14.2K | 0.01% | +54+54.0% | Added |
| FSC Wealth Advisors, LLC | 144 | $13.9K | 0.01% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 140 | $13.5K | 0.01% | +140 | New |
| Core Alternative Capital | 139 | $13.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 138 | $13.3K | 0.01% | +58+72.5% | Added |
| Gradient Investments LLC | 136 | $13.1K | 0.00% | +32+30.8% | Added |
| Park Place Capital Corp | 127 | $12.2K | 0.00% | −659−83.8% | Reduced |
| Tortoise Investment Management, LLC | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 125 | $12.0K | 0.01% | +125 | New |
| Chilton Capital Management LLC | 124 | $11.9K | 0.00% | +109+726.7% | Added |
| Sachetta, LLC | 122 | $11.4K | 0.00% | +1+0.8% | Added |
| Sittner & Nelson, LLC | 118 | $11.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 117 | $11.3K | 0.00% | −443−79.1% | Reduced |
| Raelipskie Partnership | 114 | $11.0K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 114 | $11.0K | 0.00% | +10+9.6% | Added |
| CGC Financial Services, LLC | 110 | $10.6K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 110 | $10.4K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 106 | $10.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 105 | $10.1K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 113 | $10.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 107 | $10.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 102 | $10.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 105 | $9.97K | 0.00% | −83−44.1% | Reduced |