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 |
|---|---|---|---|---|---|
| Zurich Insurance Group Ltd | 18,200 | $1.75M | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 17,950 | $1.73M | 0.04% | +1,250+7.5% | Added |
| Whittier Trust Co of Nevada Inc | 17,911 | $1.72M | 0.05% | −422−2.3% | Reduced |
| RSM US Wealth Management LLC | 17,948 | $1.70M | 0.03% | +11,767+190.4% | Added |
| Dearborn Partners LLC | 17,636 | $1.70M | 0.07% | −25−0.1% | Reduced |
| CWM, LLC | 17,546 | $1.69M | 0.01% | +1,439+8.9% | Added |
| Rakuten Investment Management, Inc. | 17,231 | $1.65M | 0.01% | +5,981+53.2% | Added |
| Perigon Wealth Management, LLC | 16,739 | $1.61M | 0.05% | +167+1.0% | Added |
| Snider Financial Group | 16,427 | $1.58M | 0.61% | +270+1.7% | Added |
| Dumont & Blake Investment Advisors LLC | 16,122 | $1.55M | 0.22% | +8,148+102.2% | Added |
| Shelter Ins Retirement Plan | 16,000 | $1.54M | 2.05% | 00.0% | Unchanged |
| American National Bank | 15,932 | $1.53M | 0.19% | −355−2.2% | Reduced |
| Tufton Capital Management | 15,852 | $1.53M | 0.30% | −205−1.3% | Reduced |
| BKD Wealth Advisors, LLC | 15,826 | $1.52M | 0.04% | −2,200−12.2% | Reduced |
| Pearl River Capital, LLC | 15,644 | $1.51M | 0.24% | +15,644 | New |
| Swiss Life Asset Management Ltd | 15,421 | $1.48M | 0.02% | +235+1.5% | Added |
| Ieq Capital, LLC | 15,324 | $1.48M | 0.02% | +1,113+7.8% | Added |
| Bessemer Group Inc | 15,026 | $1.45M | 0.00% | +1,085+7.8% | Added |
| Pensionfund Sabic | 15,000 | $1.44M | 0.43% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.44M | 0.26% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,931 | $1.44M | 0.02% | +127+0.9% | Added |
| NEOS Investment Management LLC | 14,823 | $1.43M | 0.06% | +4,177+39.2% | Added |
| Triangle Securities Wealth Management | 14,698 | $1.41M | 0.40% | −80−0.5% | Reduced |
| Qtron Investments LLC | 14,658 | $1.41M | 0.20% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 14,530 | $1.40M | 0.09% | −350−2.4% | Reduced |
| Hartford Funds Management Co LLC | 14,485 | $1.39M | 0.13% | +1,470+11.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,357 | $1.38M | 0.02% | +6,935+93.4% | Added |
| Norinchukin Bank, The | 14,352 | $1.38M | 0.04% | +172+1.2% | Added |
| Beacon Pointe Advisors, LLC | 14,343 | $1.38M | 0.02% | −3,011−17.4% | Reduced |
| Synovus Financial Corp | 14,047 | $1.35M | 0.02% | −508−3.5% | Reduced |
| Guggenheim Capital LLC | 14,019 | $1.35M | 0.01% | −27,083−65.9% | Reduced |
| Empirical Finance, LLC | 13,940 | $1.34M | 0.08% | −1,089−7.2% | Reduced |
| Trust Co of Vermont | 13,918 | $1.34M | 0.07% | −1,653−10.6% | Reduced |
| Redwood Investment Management, LLC | 14,434 | $1.33M | 0.12% | +14,434 | New |
| Ellevest, Inc. | 13,562 | $1.31M | 0.08% | +1,088+8.7% | Added |
| Argent Trust Co | 13,505 | $1.30M | 0.06% | +1,338+11.0% | Added |
| Principal Securities, Inc. | 13,488 | $1.30M | 0.04% | +918+7.3% | Added |
| Resources Investment Advisors, LLC. | 13,329 | $1.28M | 0.02% | +3,687+38.2% | Added |
| Acadian Asset Management LLC | 13,335 | $1.28M | 0.00% | +6,537+96.2% | Added |
| Whittier Trust Co | 13,210 | $1.27M | 0.02% | −197−1.5% | Reduced |
| Parsons Capital Management Inc | 13,166 | $1.27M | 0.09% | −32−0.2% | Reduced |
| Goelzer Investment Management, Inc. | 13,048 | $1.26M | 0.07% | −535−3.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 13,041 | $1.26M | 0.08% | −339−2.5% | Reduced |
| Private Trust Co NA | 13,003 | $1.25M | 0.13% | +72+0.6% | Added |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.25M | 0.16% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 13,000 | $1.25M | 0.21% | −2,000−13.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,867 | $1.24M | 0.03% | +20.0% | Added |
| D.A. Davidson & Co. | 12,809 | $1.23M | 0.01% | +836+7.0% | Added |
| Metis Global Partners, LLC | 12,751 | $1.23M | 0.04% | −179−1.4% | Reduced |
| Woodstock Corp | 12,634 | $1.22M | 0.12% | −490−3.7% | Reduced |
| Hartford Financial Management Inc. | 12,595 | $1.21M | 0.26% | −323−2.5% | Reduced |
| Davenport & Co LLC | 12,522 | $1.21M | 0.01% | −49−0.4% | Reduced |
| Dash Acquisitions Inc. | 12,135 | $1.20M | 0.33% | +905+8.1% | Added |
| Ironwood Investment Management LLC | 12,388 | $1.19M | 0.64% | −109−0.9% | Reduced |
| Veriti Management LLC | 12,237 | $1.18M | 0.07% | +1,707+16.2% | Added |
| Rossmore Private Capital | 11,728 | $1.13M | 0.15% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 11,608 | $1.12M | 0.08% | 00.0% | Unchanged |
| Quest Partners LLC | 11,571 | $1.11M | 0.15% | −13,516−53.9% | Reduced |
| Paradigm Asset Management Co LLC | 11,500 | $1.11M | 0.31% | +11,500 | New |
| Raymond James Trust N.A. | 11,288 | $1.09M | 0.03% | −193−1.7% | Reduced |
| Bollard Group LLC | 11,211 | $1.08M | 0.03% | +24+0.2% | Added |
| Principle Wealth Partners LLC | 11,174 | $1.08M | 0.08% | −465−4.0% | Reduced |
| Atria Investments LLC | 11,086 | $1.07M | 0.01% | −582−5.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,085 | $1.07M | 0.04% | −270−2.4% | Reduced |
| iA Global Asset Management Inc. | 10,833 | $1.04M | 0.02% | −2,869−20.9% | Reduced |
| La Banque Postale Asset Management SA | 10,833 | $1.04M | 0.04% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 10,690 | $1.03M | 0.02% | +300+2.9% | Added |
| Bartlett & Co. Wealth Management LLC | 10,679 | $1.03M | 0.02% | −491−4.4% | Reduced |
| Abbrea Capital, LLC | 10,627 | $1.02M | 0.14% | −12−0.1% | Reduced |
| Lafayette Investments, Inc. | 10,626 | $1.02M | 0.23% | +10+0.1% | Added |
| Clearstead Advisors, LLC | 10,586 | $1.02M | 0.02% | +6,362+150.6% | Added |
| Paloma Partners Management Co | 10,565 | $1.02M | 0.09% | +6,126+138.0% | Added |
| HB Wealth Management, LLC | 10,488 | $1.01M | 0.01% | +3,479+49.6% | Added |
| Greenleaf Trust | 10,474 | $1.01M | 0.01% | +594+6.0% | Added |
| Merit Financial Group, LLC | 10,374 | $998.6K | 0.02% | −192−1.8% | Reduced |
| Appian Way Asset Management LP | 10,300 | $991.5K | 0.25% | +10,300 | New |
| Vontobel Holding Ltd. | 10,109 | $973.1K | 0.00% | −2,815−21.8% | Reduced |
| Compass Wealth Management LLC | 10,108 | $973.0K | 0.24% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 10,062 | $968.6K | 0.28% | −224−2.2% | Reduced |
| 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 |
| Johnson Investment Counsel Inc | 9,989 | $961.5K | 0.01% | +49+0.5% | Added |
| Burney Co | 9,924 | $955.3K | 0.04% | −417−4.0% | Reduced |
| Oak Thistle LLC | 9,888 | $951.8K | 0.71% | +6,506+192.4% | Added |
| HighPoint Advisor Group LLC | 10,132 | $951.0K | 0.06% | +348+3.6% | Added |
| ISAM Funds (UK) Ltd | 9,867 | $949.8K | 0.71% | +5,150+109.2% | Added |
| Trust Co of Toledo NA | 9,833 | $946.5K | 0.14% | +35+0.4% | Added |
| Birch Hill Investment Advisors LLC | 9,787 | $942.1K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 9,743 | $937.9K | 0.01% | −8−0.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,679 | $931.7K | 0.04% | +1,613+20.0% | Added |
| Applied Finance Capital Management, LLC | 9,583 | $922.5K | 0.04% | +9,583 | New |
| Modera Wealth Management, LLC | 9,555 | $919.8K | 0.01% | +334+3.6% | Added |
| Sequoia Financial Advisors, LLC | 9,445 | $909.1K | 0.01% | +1,391+17.3% | Added |
| Parallel Advisors, LLC | 9,441 | $908.8K | 0.02% | +242+2.6% | Added |
| IMA Wealth, Inc. | 9,406 | $905.4K | 0.40% | −120−1.3% | Reduced |
| Fractal Investments LLC | 9,400 | $904.8K | 0.16% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 9,389 | $903.8K | 0.44% | −163−1.7% | Reduced |
| Snowden Capital Advisors LLC | 9,367 | $901.7K | 0.03% | +212+2.3% | Added |
| Groupama Asset Managment | 9,296 | $894.8K | 0.02% | +4,015+76.0% | Added |
| Field & Main Bank | 9,125 | $878.4K | 0.33% | −685−7.0% | Reduced |