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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 3,592 | $345.8K | 0.07% | +45+1.3% | Added |
| Northwest Bancshares, Inc. | 3,581 | $344.7K | 0.06% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,572 | $343.8K | 0.01% | +269+8.1% | Added |
| GSB Wealth Management, LLC | 3,571 | $343.8K | 0.09% | −13−0.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,448 | $343.5K | 0.00% | +700+25.5% | Added |
| Fortune Financial Advisors, LLC | 3,567 | $343.3K | 0.21% | +44+1.2% | Added |
| Fruth Investment Management | 3,553 | $342.0K | 0.09% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 3,542 | $341.0K | 0.01% | −25−0.7% | Reduced |
| Washington Trust Co | 3,538 | $340.6K | 0.01% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,534 | $340.2K | 0.03% | +57+1.6% | Added |
| Symmetry Partners, LLC | 3,524 | $339.0K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,521 | $338.9K | 0.03% | −3,377−49.0% | Reduced |
| NewEdge Wealth, LLC | 3,520 | $338.8K | 0.01% | −141−3.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,504 | $337.3K | 0.03% | +574+19.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,491 | $336.0K | 0.03% | +68+2.0% | Added |
| Chemung Canal Trust Co | 3,483 | $335.3K | 0.06% | −332−8.7% | Reduced |
| Addison Advisors LLC | 3,463 | $333.3K | 0.11% | +42+1.2% | Added |
| Tower Bridge Advisors | 3,458 | $332.9K | 0.04% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,598 | $332.7K | 0.05% | +54+1.5% | Added |
| Essex Savings Bank | 3,452 | $332.3K | 0.09% | +455+15.2% | Added |
| Ritholtz Wealth Management | 3,447 | $331.8K | 0.01% | +335+10.8% | Added |
| Resonant Capital Advisors, LLC | 3,426 | $329.8K | 0.03% | +150+4.6% | Added |
| First Affirmative Financial Network | 3,423 | $329.5K | 0.23% | −153−4.3% | Reduced |
| Bard Financial Services, Inc. | 3,420 | $329.2K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,415 | $328.8K | 0.09% | −12−0.4% | Reduced |
| NTV Asset Management LLC | 3,410 | $328.2K | 0.05% | −38−1.1% | Reduced |
| Bragg Financial Advisors, Inc | 3,409 | $328.2K | 0.01% | −274−7.4% | Reduced |
| Principal Street Partners, LLC | 3,397 | $327.0K | 0.06% | +323+10.5% | Added |
| Douglas Lane & Associates, LLC | 3,396 | $326.9K | 0.00% | +450+15.3% | Added |
| Farmers National Bank | 3,395 | $326.8K | 0.10% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,350 | $322.5K | 0.01% | −1,092−24.6% | Reduced |
| Defined Wealth Management, LLC | 3,343 | $321.8K | 0.22% | +6+0.2% | Added |
| Dynamic Advisor Solutions LLC | 3,327 | $320.3K | 0.01% | −497−13.0% | Reduced |
| McDonald Partners LLC | 3,322 | $319.9K | 0.09% | −10.0% | Reduced |
| Country Club Bank | 3,322 | $318.9K | 0.02% | −93−2.7% | Reduced |
| Flputnam Investment Management Co | 3,287 | $316.4K | 0.01% | −687−17.3% | Reduced |
| PFG Investments, LLC | 3,277 | $315.4K | 0.02% | −127−3.7% | Reduced |
| Flagship Harbor Advisors, LLC | 3,264 | $314.2K | 0.02% | −48−1.4% | Reduced |
| Tiemann Investment Advisors, LLC | 3,259 | $313.7K | 0.14% | +125+4.0% | Added |
| TCTC Holdings, LLC | 3,249 | $312.7K | 0.01% | −4−0.1% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 3,248 | $312.7K | 0.01% | +3,248 | New |
| AlTi Global, Inc. | 3,229 | $310.8K | 0.01% | −215−6.2% | Reduced |
| Donaldson Capital Management, LLC | 3,227 | $310.6K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 3,212 | $309.2K | 0.02% | −944−22.7% | Reduced |
| Mission Wealth Management, LP | 3,201 | $308.1K | 0.01% | +744+30.3% | Added |
| Telos Capital Management, Inc. | 3,196 | $307.6K | 0.03% | −188−5.6% | Reduced |
| Stonebridge Capital Advisors LLC | 3,166 | $304.8K | 0.03% | −177−5.3% | Reduced |
| Institutional & Family Asset Management, LLC | 3,160 | $304.2K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,146 | $302.8K | 0.00% | +2,204+234.0% | Added |
| Heritage Wealth Management, Inc. | 3,117 | $302.0K | 0.10% | +3,117 | New |
| Ramirez Asset Management, Inc. | 3,121 | $300.4K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,104 | $298.8K | 0.04% | +3,104 | New |
| BSW Wealth Partners | 3,069 | $295.5K | 0.05% | −131−4.1% | Reduced |
| First Foundation Advisors | 3,059 | $294.5K | 0.01% | −477−13.5% | Reduced |
| Keynote Financial Services LLC | 3,050 | $293.6K | 0.25% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 3,047 | $293.3K | 0.03% | +12+0.4% | Added |
| General Partner, Inc. | 3,029 | $291.6K | 0.19% | +29+1.0% | Added |
| Centaurus Financial, Inc. | 3,020 | $291.0K | 0.02% | −32−1.0% | Reduced |
| Courier Capital LLC | 3,015 | $290.2K | 0.02% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 3,004 | $289.2K | 0.11% | +17+0.6% | Added |
| Systematic Financial Management LP | 3,000 | $288.8K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $288.8K | 0.04% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $288.8K | 0.09% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 2,995 | $288.3K | 0.01% | −232−7.2% | Reduced |
| Jump Financial, LLC | 2,992 | $288.0K | 0.01% | −85,727−96.6% | Reduced |
| S.A. Mason LLC | 2,990 | $287.9K | 0.16% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,982 | $287.1K | 0.01% | −211−6.6% | Reduced |
| Aprio Wealth Management, LLC | 2,978 | $286.7K | 0.05% | +482+19.3% | Added |
| MEMBERS Trust Co | 2,956 | $284.5K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,948 | $283.8K | 0.00% | +2,948 | New |
| Riverwater Partners LLC | 2,947 | $283.7K | 0.21% | −49−1.6% | Reduced |
| New England Capital Financial Advisors LLC | 2,945 | $283.5K | 0.16% | +8+0.3% | Added |
| Hilltop Holdings Inc. | 2,943 | $283.3K | 0.03% | −77−2.5% | Reduced |
| LCM Capital Management Inc | 2,936 | $282.6K | 0.18% | −13−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,932 | $282.2K | 0.01% | −51−1.7% | Reduced |
| Enterprise Financial Services Corp | 2,932 | $282.2K | 0.17% | −181−5.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 2,924 | $281.5K | 0.02% | −200−6.4% | Reduced |
| St Germain D J Co Inc | 2,924 | $281.5K | 0.01% | −107−3.5% | Reduced |
| Signature Wealth Management Partners, LLC | 2,910 | $280.1K | 0.21% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 2,896 | $278.8K | 0.00% | −37,172−92.8% | Reduced |
| South State Corp. | 2,885 | $277.7K | 0.02% | −25−0.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 2,882 | $277.4K | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,866 | $275.9K | 0.03% | −12−0.4% | Reduced |
| GHP Investment Advisors, Inc. | 2,860 | $275.3K | 0.01% | −675−19.1% | Reduced |
| Forbes J M & Co LLP | 2,856 | $274.9K | 0.03% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,855 | $274.8K | 0.03% | −14−0.5% | Reduced |
| Ancora Advisors, LLC | 2,844 | $273.8K | 0.01% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 2,809 | $270.4K | 0.06% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,790 | $268.6K | 0.02% | −160−5.4% | Reduced |
| Clarius Group, LLC | 2,789 | $268.5K | 0.02% | −14−0.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,499 | $267.7K | 0.00% | −391−13.5% | Reduced |
| Spinnaker Trust | 2,770 | $266.6K | 0.02% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $266.2K | 0.25% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,763 | $265.9K | 0.11% | +2,763 | New |
| Colonial Trust Co | 2,759 | $265.6K | 0.05% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 2,750 | $265.0K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 2,745 | $264.2K | 0.02% | +195+7.6% | Added |
| Premier Path Wealth Partners, LLC | 2,722 | $262.0K | 0.04% | +25+0.9% | Added |
| Court Place Advisors, LLC | 2,710 | $260.9K | 0.08% | +24+0.9% | Added |
| Fort, L.P. | 2,710 | $260.9K | 0.67% | +44+1.7% | Added |