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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 9,103 | $876.3K | 0.03% | −356−3.8% | Reduced |
| GWM Advisors LLC | 9,096 | $875.6K | 0.01% | −50−0.5% | Reduced |
| Holowesko Partners Ltd. | 9,000 | $866.3K | 0.49% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 8,931 | $859.7K | 0.26% | +85+1.0% | Added |
| Investment Management Corp of Ontario | 8,908 | $857.5K | 0.02% | +2,300+34.8% | Added |
| Kestra Private Wealth Services, LLC | 8,857 | $852.6K | 0.02% | +25+0.3% | Added |
| Advisors Asset Management, Inc. | 8,855 | $852.4K | 0.02% | +807+10.0% | Added |
| FineMark National Bank & Trust | 8,651 | $832.7K | 0.03% | −610−6.6% | Reduced |
| Lee Danner & Bass Inc | 8,625 | $830.0K | 0.06% | +8,625 | New |
| Cypress Capital Group | 8,606 | $828.4K | 0.10% | −975−10.2% | Reduced |
| Integrated Wealth Concepts LLC | 8,591 | $827.0K | 0.01% | +155+1.8% | Added |
| Glenview Trust Co | 8,570 | $824.9K | 0.02% | −65−0.8% | Reduced |
| Sit Investment Associates Inc | 8,415 | $810.0K | 0.02% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 8,278 | $796.9K | 0.02% | −1,448−14.9% | Reduced |
| Simplicity Wealth,LLC | 8,278 | $796.9K | 0.02% | −1,433−14.8% | Reduced |
| Boothbay Fund Management, LLC | 8,225 | $791.7K | 0.03% | +4,159+102.3% | Added |
| Marble Harbor Investment Counsel, LLC | 8,214 | $790.7K | 0.09% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,187 | $788.1K | 0.02% | −381−4.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,000 | $770.1K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 7,972 | $767.4K | 0.00% | −2,032−20.3% | Reduced |
| TD Private Client Wealth LLC | 7,969 | $767.1K | 0.02% | −291−3.5% | Reduced |
| Stratos Wealth Partners, LTD. | 7,948 | $765.1K | 0.01% | +1,432+22.0% | Added |
| Teacher Retirement System of Texas | 7,893 | $760.0K | 0.00% | −12,108−60.5% | Reduced |
| Virtu Financial LLC | 7,894 | $760.0K | 0.05% | −5,398−40.6% | Reduced |
| Meeder Advisory Services, Inc. | 7,883 | $758.8K | 0.05% | +2,425+44.4% | Added |
| Vestcor Inc | 7,875 | $758.0K | 0.03% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 7,857 | $756.3K | 0.10% | +160+2.1% | Added |
| Goodman Advisory Group, LLC | 7,845 | $755.2K | 0.23% | −17,320−68.8% | Reduced |
| GTS Securities LLC | 7,799 | $750.7K | 0.02% | +7,799 | New |
| Lido Advisors, LLC | 7,772 | $748.2K | 0.01% | +392+5.3% | Added |
| Pring Turner Capital Group Inc | 7,575 | $729.2K | 0.51% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,529 | $724.7K | 0.02% | −453−5.7% | Reduced |
| Curated Wealth Partners LLC | 7,489 | $720.9K | 0.10% | +7,489 | New |
| Daymark Wealth Partners, LLC | 7,435 | $715.7K | 0.03% | −193−2.5% | Reduced |
| Philadelphia Trust Co | 7,428 | $715.0K | 0.06% | −11−0.1% | Reduced |
| Romano Brothers and Company | 7,384 | $710.8K | 0.10% | 00.0% | Unchanged |
| Central Trust Co | 7,382 | $710.6K | 0.02% | −176−2.3% | Reduced |
| Cooper Financial Group | 7,289 | $701.6K | 0.10% | −1,575−17.8% | Reduced |
| Horizon Investments, LLC | 7,264 | $699.2K | 0.02% | +18+0.2% | Added |
| Chicago Capital, LLC | 7,233 | $696.2K | 0.02% | +250+3.6% | Added |
| Ar Asset Management Inc | 7,200 | $693.0K | 0.17% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,193 | $692.5K | 0.01% | −2,463−25.5% | Reduced |
| Werlinich Asset Management, LLC | 7,155 | $686.9K | 0.43% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 6,937 | $667.8K | 0.39% | 00.0% | Unchanged |
| Ci Investments Inc. | 6,827 | $657.0K | 0.00% | +91+1.4% | Added |
| Curbstone Financial Management Corp | 6,818 | $656.3K | 0.14% | 00.0% | Unchanged |
| MQS Management LLC | 6,809 | $655.4K | 0.40% | +6,809 | New |
| Cary Street Partner Investment Advisory LLC | 6,809 | $655.4K | 0.03% | +39+0.6% | Added |
| Amussen Hunsaker Associates LLC | 6,849 | $652.2K | 0.11% | −9−0.1% | Reduced |
| V-Square Quantitative Management LLC | 6,766 | $651.3K | 0.11% | −4,524−40.1% | Reduced |
| Wedmont Private Capital | 6,491 | $650.5K | 0.04% | +195+3.1% | Added |
| Ballentine Partners, LLC | 6,757 | $650.4K | 0.01% | +431+6.8% | Added |
| Laurion Capital Management LP | 6,728 | $647.6K | 0.02% | +6,728 | New |
| Waterford Advisors, LLC | 6,690 | $644.0K | 0.27% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,671 | $642.1K | 0.02% | −1,374−17.1% | Reduced |
| NorthRock Partners, LLC | 6,628 | $638.0K | 0.02% | +139+2.1% | Added |
| Empowered Funds, LLC | 6,618 | $637.0K | 0.01% | +413+6.7% | Added |
| Westhampton Capital, LLC | 6,587 | $634.1K | 0.34% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,507 | $626.4K | 0.06% | −32−0.5% | Reduced |
| Profund Advisors LLC | 6,500 | $625.7K | 0.02% | −110−1.7% | Reduced |
| Simmons Bank | 6,459 | $621.7K | 0.05% | −106−1.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,411 | $617.1K | 0.03% | +453+7.6% | Added |
| J.W. Cole Advisors, Inc. | 6,398 | $615.9K | 0.03% | −54−0.8% | Reduced |
| Auto-Owners Insurance Co | 6,393 | $615.4K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 6,282 | $604.7K | 0.01% | +183+3.0% | Added |
| ICW Investment Advisors LLC | 6,247 | $601.3K | 0.27% | −120−1.9% | Reduced |
| DF Dent & Co Inc | 6,229 | $599.6K | 0.01% | +4,045+185.2% | Added |
| Means Investment Co., Inc. | 6,189 | $595.7K | 0.07% | +10.0% | Added |
| Mesirow Financial Investment Management, Inc. | 6,136 | $591.3K | 0.01% | +81+1.3% | Added |
| Meridian Management Co | 6,124 | $589.5K | 0.16% | +10.0% | Added |
| Sentry Investment Management LLC | 6,113 | $588.0K | 0.26% | −1,252−17.0% | Reduced |
| Lindbrook Capital, LLC | 6,091 | $586.3K | 0.06% | +121+2.0% | Added |
| Soltis Investment Advisors LLC | 6,088 | $586.1K | 0.06% | +152+2.6% | Added |
| Wetherby Asset Management Inc | 6,084 | $585.7K | 0.03% | +28+0.5% | Added |
| Vident Advisory, LLC | 6,025 | $580.0K | 0.02% | −15,449−71.9% | Reduced |
| ClearAlpha Technologies LP | 5,987 | $576.3K | 0.23% | +5,987 | New |
| EP Wealth Advisors, LLC | 5,979 | $575.5K | 0.01% | +1,502+33.5% | Added |
| Wendell David Associates Inc | 5,959 | $574.0K | 0.06% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,963 | $574.0K | 0.24% | +5,963 | New |
| Diversify Advisory Services, LLC | 5,943 | $572.4K | 0.03% | −3,121−34.4% | Reduced |
| Ahl Investment Management, Inc. | 5,942 | $572.0K | 0.42% | −10−0.2% | Reduced |
| Allred Capital Management, LLC | 5,911 | $569.0K | 0.22% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 5,873 | $565.3K | 0.02% | +206+3.6% | Added |
| Nomura Holdings Inc | 5,849 | $563.0K | 0.00% | +2,612+80.7% | Added |
| Holderness Investments Co | 5,786 | $557.0K | 0.13% | −225−3.7% | Reduced |
| CAPROCK Group, Inc. | 5,779 | $556.3K | 0.02% | +2,901+100.8% | Added |
| Fox Run Management, L.L.C. | 5,754 | $553.9K | 0.10% | −2,844−33.1% | Reduced |
| Garrison Point Advisors, LLC | 5,745 | $553.0K | 0.36% | −59−1.0% | Reduced |
| Moneta Group Investment Advisors LLC | 5,732 | $551.8K | 0.01% | −32−0.6% | Reduced |
| Montag A & Associates Inc | 5,645 | $543.4K | 0.03% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 5,645 | $543.0K | 0.26% | −35−0.6% | Reduced |
| Ingalls & Snyder LLC | 5,603 | $539.0K | 0.02% | −30−0.5% | Reduced |
| Investment Advisory Services Inc | 5,559 | $535.1K | 0.20% | −69−1.2% | Reduced |
| Pitcairn Co | 5,527 | $532.0K | 0.03% | +635+13.0% | Added |
| Signaturefd, LLC | 5,441 | $523.7K | 0.01% | +712+15.1% | Added |
| GAMMA Investing LLC | 5,415 | $521.2K | 0.07% | +2,720+100.9% | Added |
| Optas, LLC | 5,404 | $520.2K | 0.13% | +236+4.6% | Added |
| Diversify Wealth Management, LLC | 5,563 | $519.7K | 0.06% | +5,563 | New |
| Penobscot Investment Management Company, Inc. | 5,345 | $514.5K | 0.05% | −5−0.1% | Reduced |
| LGT Group Foundation | 5,306 | $510.8K | 0.01% | +2,721+105.3% | Added |