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 |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 5,281 | $508.3K | 0.02% | −8−0.2% | Reduced |
| Grimes & Company, Inc. | 5,220 | $502.5K | 0.02% | −105−2.0% | Reduced |
| Valley Brook Capital Group | 5,215 | $502.0K | 0.39% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 5,200 | $500.6K | 0.13% | +3,800+271.4% | Added |
| TD Waterhouse Canada Inc. | 5,240 | $497.8K | 0.00% | +321+6.5% | Added |
| Silver Oak Securities, Inc | 5,171 | $497.8K | 0.07% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,336 | $496.4K | 0.01% | +25+0.5% | Added |
| Ferguson Wellman Capital Management, Inc | 5,147 | $495.4K | 0.01% | −8,117−61.2% | Reduced |
| Umb Bank N A | 5,091 | $490.1K | 0.01% | +196+4.0% | Added |
| Prime Capital Investment Advisors, LLC | 5,057 | $486.7K | 0.01% | +309+6.5% | Added |
| Stephens Inc | 5,049 | $486.0K | 0.01% | −67−1.3% | Reduced |
| Walleye Capital LLC | 5,002 | $481.5K | 0.01% | −8,070−61.7% | Reduced |
| Moors & Cabot, Inc. | 4,972 | $478.6K | 0.03% | +357+7.7% | Added |
| Diversified Trust Co | 4,948 | $476.3K | 0.01% | −43−0.9% | Reduced |
| Monterey Private Wealth, Inc. | 4,943 | $475.8K | 0.18% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4,934 | $474.9K | 0.02% | −140−2.8% | Reduced |
| Aull & Monroe Investment Management Corp | 4,920 | $473.6K | 0.23% | −13−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 4,882 | $469.9K | 0.04% | +84+1.8% | Added |
| Headinvest, LLC | 4,881 | $469.8K | 0.09% | −475−8.9% | Reduced |
| TownSquare Capital, LLC | 4,866 | $468.4K | 0.01% | +282+6.2% | Added |
| Zions Bancorporation, N.A. | 4,860 | $467.8K | 0.04% | −3,269−40.2% | Reduced |
| Charter Trust Co | 4,844 | $466.3K | 0.03% | +158+3.4% | Added |
| Busey Wealth Management | 4,766 | $458.8K | 0.02% | +238+5.3% | Added |
| Trust Co of Virginia | 4,750 | $457.2K | 0.04% | −106−2.2% | Reduced |
| Fullerton Fund Management Co Ltd. | 4,748 | $457.0K | 0.02% | +4,748 | New |
| Valeo Financial Advisors, LLC | 4,732 | $455.5K | 0.01% | −95−2.0% | Reduced |
| Excalibur Management Corp | 4,727 | $455.0K | 0.19% | −29−0.6% | Reduced |
| Verdence Capital Advisors LLC | 4,713 | $453.6K | 0.04% | −246−5.0% | Reduced |
| Choate Investment Advisors | 4,711 | $453.5K | 0.01% | −38−0.8% | Reduced |
| Two Sigma Advisers, LP | 4,700 | $452.4K | 0.00% | +4,700 | New |
| Sovereign Financial Group, Inc. | 4,688 | $451.3K | 0.11% | +13+0.3% | Added |
| Geller Advisors LLC | 4,688 | $451.3K | 0.03% | +120+2.6% | Added |
| Moody National Bank Trust Division | 4,680 | $450.5K | 0.04% | −71−1.5% | Reduced |
| Everett Harris & Co | 4,667 | $449.2K | 0.01% | +448+10.6% | Added |
| Shayne & Co., LLC | 4,601 | $442.9K | 0.12% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,597 | $442.5K | 0.03% | +269+6.2% | Added |
| Pinnacle Financial Partners Inc | 4,574 | $441.4K | 0.01% | +16+0.4% | Added |
| Core Wealth Partners LLC | 4,570 | $439.9K | 0.30% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,553 | $438.0K | 0.02% | −228−4.8% | Reduced |
| Radnor Capital Management, LLC | 4,552 | $438.0K | 0.13% | +105+2.4% | Added |
| Beck Mack & Oliver LLC | 4,547 | $437.7K | 0.01% | 00.0% | Unchanged |
| 1st Source Bank | 4,543 | $437.3K | 0.03% | +13+0.3% | Added |
| IHT Wealth Management, LLC | 4,529 | $436.0K | 0.02% | +452+11.1% | Added |
| Mirova | 4,505 | $433.7K | 0.08% | +4,505 | New |
| Gabelli Funds LLC | 4,500 | $433.2K | 0.00% | −700−13.5% | Reduced |
| Allworth Financial LP | 4,432 | $433.2K | 0.00% | −27−0.6% | Reduced |
| Exencial Wealth Advisors, LLC | 4,437 | $427.1K | 0.02% | −5−0.1% | Reduced |
| Archer Investment Corp | 4,263 | $426.9K | 0.12% | +21+0.5% | Added |
| Forte Capital LLC | 4,430 | $426.4K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,412 | $424.7K | 0.05% | −315−6.7% | Reduced |
| Pointe Capital Management LLC | 4,326 | $416.4K | 0.26% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,306 | $414.5K | 0.03% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $413.9K | 0.13% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 4,288 | $412.8K | 0.09% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4,267 | $410.7K | 0.09% | +87+2.1% | Added |
| Waldron Private Wealth LLC | 4,263 | $410.4K | 0.02% | +3+0.1% | Added |
| Ameritas Investment Partners, Inc. | 4,255 | $409.6K | 0.01% | −231−5.1% | Reduced |
| Cigna Investments Inc | 4,250 | $409.0K | 0.08% | −36−0.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,234 | $407.6K | 0.03% | +4,234 | New |
| Graypoint LLC | 4,219 | $406.1K | 0.03% | +232+5.8% | Added |
| Boston Trust Walden Corp | 4,198 | $404.1K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 4,179 | $402.3K | 0.01% | −3,781−47.5% | Reduced |
| Quadrant Capital Group LLC | 4,167 | $401.1K | 0.03% | +478+13.0% | Added |
| Larson Financial Group LLC | 4,165 | $401.0K | 0.03% | +288+7.4% | Added |
| Bokf, NA | 4,165 | $400.9K | 0.01% | −263−5.9% | Reduced |
| Schnieders Capital Management LLC | 4,144 | $398.9K | 0.08% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 4,142 | $398.7K | 0.12% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,140 | $398.6K | 0.01% | +671+19.3% | Added |
| Kraematon Investment Advisors, Inc | 4,104 | $395.0K | 0.40% | +10+0.2% | Added |
| CTC Alternative Strategies, Ltd. | 4,093 | $394.0K | 0.17% | +4,093 | New |
| Fiduciary Group LLC | 4,086 | $393.3K | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,077 | $392.0K | 0.02% | +4,077 | New |
| HBK Sorce Advisory LLC | 4,072 | $392.0K | 0.01% | −480−10.5% | Reduced |
| Global Retirement Partners, LLC | 4,062 | $391.0K | 0.01% | +2,652+188.1% | Added |
| Invesco, LLC | 4,008 | $385.8K | 0.16% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 4,008 | $385.8K | 0.04% | +4,008 | New |
| Bridgewater Associates, LP | 3,992 | $384.3K | 0.00% | +3,992 | New |
| Atwood & Palmer Inc | 3,975 | $382.6K | 0.03% | −50−1.2% | Reduced |
| Boston Private Wealth LLC | 3,965 | $381.7K | 0.01% | −492−11.0% | Reduced |
| Mather Group, LLC. | 3,802 | $377.4K | 0.00% | +1,771+87.2% | Added |
| Kinneret Advisory, LLC | 3,893 | $374.7K | 0.04% | +259+7.1% | Added |
| Dover Advisors, LLC | 3,866 | $372.1K | 0.23% | −395−9.3% | Reduced |
| Rothschild Investment LLC | 3,853 | $370.9K | 0.03% | −77−2.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,852 | $370.8K | 0.04% | +76+2.0% | Added |
| Patten & Patten Inc | 3,843 | $369.9K | 0.03% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 3,828 | $368.5K | 0.03% | +16+0.4% | Added |
| City Holding Co | 3,827 | $368.4K | 0.05% | +159+4.3% | Added |
| Verition Fund Management LLC | 3,821 | $367.8K | 0.00% | −7,072−64.9% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,776 | $363.5K | 0.32% | 00.0% | Unchanged |
| First Western Trust Bank | 3,775 | $363.4K | 0.02% | −125−3.2% | Reduced |
| Aberdeen Wealth Management LLC | 3,724 | $358.5K | 0.24% | −250−6.3% | Reduced |
| Gamco Investors, Inc. Et Al | 3,720 | $358.1K | 0.00% | −26−0.7% | Reduced |
| Foster & Motley Inc | 3,705 | $357.0K | 0.02% | −65−1.7% | Reduced |
| CX Institutional | 3,702 | $356.4K | 0.02% | −24−0.6% | Reduced |
| Intrua Financial, LLC | 3,697 | $355.9K | 0.06% | −293−7.3% | Reduced |
| QSV Equity Investors LLC | 3,695 | $355.7K | 0.37% | −72−1.9% | Reduced |
| Morningstar Investment Services LLC | 3,626 | $348.0K | 0.00% | +367+11.3% | Added |
| Concurrent Investment Advisors, LLC | 3,614 | $347.9K | 0.01% | +3,614 | New |
| Old National Bancorp | 3,610 | $347.5K | 0.01% | +436+13.7% | Added |
| First Citizens Bank & Trust Co | 3,600 | $346.5K | 0.01% | −30−0.8% | Reduced |