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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 36,372 | $3.50M | 0.22% | +7,286+25.0% | Added |
| O'Shaughnessy Asset Management, LLC | 36,107 | $3.48M | 0.04% | +5,657+18.6% | Added |
| JustInvest LLC | 37,547 | $3.47M | 0.07% | +4,733+14.4% | Added |
| Elo Mutual Pension Insurance Co | 34,945 | $3.36M | 0.08% | −2,551−6.8% | Reduced |
| Jefferies Financial Group Inc. | 34,863 | $3.36M | 0.07% | +25,224+261.7% | Added |
| Rafferty Asset Management, LLC | 34,849 | $3.35M | 0.01% | +1,144+3.4% | Added |
| Oregon Public Employees Retirement Fund | 34,717 | $3.34M | 0.07% | +100.0% | Added |
| Cerity Partners LLC | 34,425 | $3.31M | 0.01% | −425−1.2% | Reduced |
| Seascape Capital Management | 34,341 | $3.31M | 1.23% | +597+1.8% | Added |
| Thrivent Financial for Lutherans | 33,787 | $3.25M | 0.01% | −1,387−3.9% | Reduced |
| Wesbanco Bank Inc | 33,413 | $3.22M | 0.12% | +467+1.4% | Added |
| Capital Fund Management S.A. | 33,272 | $3.20M | 0.04% | +5,502+19.8% | Added |
| Susquehanna Fundamental Investments, LLC | 33,119 | $3.19M | 0.07% | +33,119 | New |
| Quantinno Capital Management LP | 32,731 | $3.15M | 0.06% | +4,415+15.6% | Added |
| Roundview Capital LLC | 32,726 | $3.15M | 0.25% | +3,997+13.9% | Added |
| CIBC World Markets Inc. | 32,683 | $3.15M | 0.01% | −3,362−9.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,557 | $3.13M | 0.03% | −904−2.7% | Reduced |
| Circle Wealth Management, LLC | 32,510 | $3.13M | 0.07% | −296−0.9% | Reduced |
| First Eagle Investment Management, LLC | 32,304 | $3.11M | 0.01% | +12,256+61.1% | Added |
| Arlington Partners LLC | 32,076 | $3.09M | 1.53% | −3,114−8.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,683 | $3.05M | 0.01% | −365−1.1% | Reduced |
| Prudential PLC | 31,515 | $3.03M | 0.02% | +13,696+76.9% | Added |
| Intech Investment Management LLC | 31,497 | $3.03M | 0.04% | −7,718−19.7% | Reduced |
| Maryland State Retirement & Pension System | 31,480 | $3.03M | 0.06% | −689−2.1% | Reduced |
| Gulf International Bank (UK) Ltd | 31,261 | $3.01M | 0.08% | −2,841−8.3% | Reduced |
| Shelter Mutual Insurance Co | 31,200 | $3.00M | 0.78% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 31,177 | $3.00M | 0.07% | +31,177 | New |
| D L Carlson Investment Group Inc | 31,001 | $2.98M | 0.58% | −375−1.2% | Reduced |
| Eventide Asset Management, LLC | 30,477 | $2.93M | 0.05% | +20,288+199.1% | Added |
| Kentucky Retirement Systems | 30,468 | $2.93M | 0.08% | −323−1.0% | Reduced |
| AMG National Trust Bank | 30,411 | $2.93M | 0.08% | +727+2.4% | Added |
| Vinva Investment Management Ltd | 30,484 | $2.93M | 0.15% | +14,748+93.7% | Added |
| BDF-Gestion | 30,268 | $2.91M | 0.28% | +30,268 | New |
| Avantax Advisory Services, Inc. | 30,167 | $2.90M | 0.02% | +7,148+31.1% | Added |
| M. Kraus & Co | 30,042 | $2.89M | 0.89% | −150−0.5% | Reduced |
| MBB Public Markets I LLC | 29,990 | $2.89M | 0.06% | +29,990 | New |
| Cohen Klingenstein LLC | 29,307 | $2.82M | 0.10% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 35,433 | $2.82M | 0.79% | −90−0.3% | Reduced |
| LRI Investments, LLC | 29,158 | $2.81M | 0.32% | +882+3.1% | Added |
| Abn Amro Investment Solutions | 29,136 | $2.80M | 0.05% | −10,928−27.3% | Reduced |
| Tower Research Capital LLC (TRC) | 28,530 | $2.75M | 0.05% | +3,313+13.1% | Added |
| Toroso Investments, LLC | 28,273 | $2.72M | 0.04% | +3,021+12.0% | Added |
| D. E. Shaw & Co., Inc. | 28,177 | $2.71M | 0.00% | −470,099−94.3% | Reduced |
| Close Asset Management Ltd | 28,038 | $2.70M | 0.09% | −575−2.0% | Reduced |
| Canandaigua National Bank & Trust Co | 27,838 | $2.68M | 0.29% | −77−0.3% | Reduced |
| Evercore Wealth Management, LLC | 27,712 | $2.67M | 0.04% | −90.0% | Reduced |
| Lazard Asset Management LLC | 27,606 | $2.66M | 0.00% | −1,750,037−98.4% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 27,122 | $2.61M | 0.43% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 26,930 | $2.59M | 0.06% | −3,440−11.3% | Reduced |
| Liberty Capital Management, Inc. | 26,684 | $2.57M | 0.61% | +2,106+8.6% | Added |
| Silvercrest Asset Management Group LLC | 26,175 | $2.52M | 0.02% | +1,099+4.4% | Added |
| UniSuper Management Pty Ltd | 25,908 | $2.49M | 0.02% | +11,077+74.7% | Added |
| Hartford Investment Management Co | 25,837 | $2.49M | 0.09% | −295−1.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 25,766 | $2.48M | 0.01% | +1,161+4.7% | Added |
| Okabena Investment Services Inc | 25,550 | $2.46M | 0.78% | −5,911−18.8% | Reduced |
| Sandy Spring Bank | 25,404 | $2.45M | 0.11% | −1,947−7.1% | Reduced |
| Liontrust Investment Partners LLP | 25,018 | $2.41M | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 24,797 | $2.39M | 0.01% | +5,330+27.4% | Added |
| Heritage Investors Management Corp | 24,737 | $2.38M | 0.08% | −135−0.5% | Reduced |
| Blair William & Co | 24,544 | $2.36M | 0.01% | +9,643+64.7% | Added |
| JB Capital LLC | 24,448 | $2.35M | 0.15% | −1,861−7.1% | Reduced |
| Crossmark Global Holdings, Inc. | 24,141 | $2.32M | 0.04% | −9,949−29.2% | Reduced |
| Everence Capital Management Inc | 25,430 | $2.32M | 0.16% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 23,681 | $2.28M | 1.01% | +40.0% | Added |
| YHB Investment Advisors, Inc. | 23,459 | $2.26M | 0.19% | +57+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 23,355 | $2.25M | 0.00% | −206,697−89.8% | Reduced |
| Securian Asset Management, Inc | 23,248 | $2.24M | 0.07% | −632−2.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 22,917 | $2.21M | 1.36% | −126−0.5% | Reduced |
| Louisiana State Employees Retirement System | 22,900 | $2.20M | 0.04% | −700−3.0% | Reduced |
| Sciencast Management LP | 22,846 | $2.20M | 0.77% | +12,970+131.3% | Added |
| Plato Investment Management Ltd | 22,745 | $2.19M | 0.20% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 22,323 | $2.15M | 0.01% | −609−2.7% | Reduced |
| Venture Visionary Partners LLC | 22,166 | $2.13M | 0.10% | +70.0% | Added |
| Tocqueville Asset Management L.P. | 22,132 | $2.13M | 0.04% | −10,000−31.1% | Reduced |
| Engineers Gate Manager LP | 22,123 | $2.13M | 0.05% | +4,914+28.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 21,928 | $2.11M | 0.01% | −905−4.0% | Reduced |
| Dodge & Cox | 21,810 | $2.10M | 0.00% | −450−2.0% | Reduced |
| Boston Financial Mangement LLC | 21,544 | $2.07M | 0.07% | +322+1.5% | Added |
| Sanctuary Advisors, LLC | 22,486 | $2.07M | 0.02% | +22,486 | New |
| Bank Pictet & Cie (Asia) Ltd | 21,371 | $2.06M | 0.69% | +964+4.7% | Added |
| Rockland Trust Co | 21,143 | $2.04M | 0.11% | +1,767+9.1% | Added |
| FORA Capital, LLC | 20,964 | $2.02M | 0.25% | −2,358−10.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,818 | $2.00M | 0.02% | +390+1.9% | Added |
| NBT Bank N A | 20,688 | $1.99M | 0.14% | +3,765+22.2% | Added |
| New Mexico Educational Retirement Board | 20,608 | $1.98M | 0.07% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,500 | $1.97M | 1.02% | −3,000−12.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 20,021 | $1.93M | 0.02% | +20,021 | New |
| Kestra Advisory Services, LLC | 20,057 | $1.93M | 0.01% | +1,406+7.5% | Added |
| Selway Asset Management | 19,871 | $1.91M | 0.78% | +600+3.1% | Added |
| Teza Capital Management LLC | 19,688 | $1.90M | 0.23% | −9,564−32.7% | Reduced |
| Alps Advisors Inc | 19,543 | $1.88M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 32,924 | $1.86M | 0.01% | −32,228−49.5% | Reduced |
| Fifth Third Bancorp | 19,126 | $1.84M | 0.01% | +152+0.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,940 | $1.82M | 0.05% | +1,010+5.6% | Added |
| Huntington National Bank | 18,878 | $1.82M | 0.01% | −355−1.8% | Reduced |
| Essex Financial Services, Inc. | 19,461 | $1.80M | 0.13% | +2,488+14.7% | Added |
| Savant Capital, LLC | 18,713 | $1.80M | 0.02% | +313+1.7% | Added |
| Systematic Alpha Investments, LLC | 18,610 | $1.79M | 0.07% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 18,368 | $1.77M | 0.79% | +719+4.1% | Added |
| Pinnacle Associates Ltd | 18,332 | $1.76M | 0.03% | −1,085−5.6% | Reduced |