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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 2,680 | $258.0K | 0.01% | −73−2.7% | Reduced |
| 9258 Wealth Management, LLC | 2,679 | $257.9K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 2,675 | $257.5K | 0.01% | −10−0.4% | Reduced |
| Aveo Capital Partners, LLC | 2,658 | $255.9K | 0.03% | −62−2.3% | Reduced |
| Prospera Financial Services Inc | 2,651 | $255.5K | 0.01% | +212+8.7% | Added |
| Stock Yards Bank & Trust Co | 2,638 | $253.9K | 0.01% | −378−12.5% | Reduced |
| Bellecapital International Ltd. | 2,624 | $252.6K | 0.05% | 00.0% | Unchanged |
| First National Trust Co | 2,623 | $252.5K | 0.01% | −34−1.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,615 | $252.0K | 0.03% | −13,607−83.9% | Reduced |
| Hancock Whitney Corp | 2,617 | $251.9K | 0.01% | +68+2.7% | Added |
| Founders Capital Management, LLC | 2,612 | $251.4K | 0.05% | +87+3.4% | Added |
| Gratus Capital LLC | 2,607 | $251.0K | 0.01% | +161+6.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,604 | $250.6K | 0.04% | +62+2.4% | Added |
| Sapient Capital LLC | 2,596 | $249.9K | 0.01% | −59−2.2% | Reduced |
| Brighton Jones LLC | 2,580 | $248.4K | 0.01% | +124+5.0% | Added |
| Forum Financial Management, LP | 2,577 | $248.1K | 0.00% | +2+0.1% | Added |
| Advisor OS, LLC | 2,559 | $246.3K | 0.03% | +175+7.3% | Added |
| Laurel Wealth Advisors LLC | 2,555 | $245.9K | 0.04% | −37−1.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,543 | $244.8K | 0.02% | −19−0.7% | Reduced |
| Sky Investment Group LLC | 2,530 | $243.5K | 0.05% | −260−9.3% | Reduced |
| Anchor Investment Management, LLC | 2,515 | $242.1K | 0.02% | −100−3.8% | Reduced |
| Sterling Financial Planning, Inc. | 2,500 | $240.7K | 0.10% | 00.0% | Unchanged |
| Northeast Investment Management | 2,495 | $240.2K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,483 | $239.0K | 0.00% | −70−2.7% | Reduced |
| Cobblestone Capital Advisors LLC | 2,473 | $238.1K | 0.01% | 00.0% | Unchanged |
| Callan Capital, LLC | 2,470 | $237.8K | 0.02% | +80+3.3% | Added |
| Howland Capital Management LLC | 2,469 | $237.7K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,454 | $236.2K | 0.02% | +10+0.4% | Added |
| LMCG Investments, LLC | 2,453 | $236.1K | 0.01% | −3−0.1% | Reduced |
| Farmers Trust Co | 2,450 | $235.8K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,488 | $235.1K | 0.02% | −50−2.0% | Reduced |
| MSH Capital Advisors LLC | 2,440 | $234.9K | 0.08% | −175−6.7% | Reduced |
| Brookstone Capital Management | 2,368 | $234.3K | 0.00% | −219−8.5% | Reduced |
| Crestwood Advisors Group LLC | 2,428 | $233.7K | 0.00% | +51+2.1% | Added |
| Colonial Trust Advisors | 2,424 | $233.3K | 0.02% | −19−0.8% | Reduced |
| Manning & Napier Advisors LLC | 2,424 | $233.3K | 0.00% | +2,424 | New |
| EntryPoint Capital, LLC | 2,411 | $232.1K | 0.11% | +2,411 | New |
| First City Capital Management, Inc. | 2,400 | $231.0K | 0.13% | −300−11.1% | Reduced |
| WBI Investments | 2,369 | $228.0K | 0.06% | −8,274−77.7% | Reduced |
| Natixis Investment Managers International | 2,365 | $227.7K | 0.02% | −2,555−51.9% | Reduced |
| Gladius Capital Management LP | 2,364 | $227.6K | 0.23% | +2,364 | New |
| Wealthspire Advisors, LLC | 2,342 | $225.4K | 0.00% | −2,046−46.6% | Reduced |
| Sentry LLC | 2,341 | $225.4K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,332 | $224.4K | 0.02% | −9−0.4% | Reduced |
| Optimum Investment Advisors | 2,325 | $223.8K | 0.10% | 00.0% | Unchanged |
| Montis Financial, LLC | 2,321 | $223.4K | 0.10% | −87−3.6% | Reduced |
| Charter Oak Capital Management, LLC | 2,311 | $222.4K | 0.02% | −91−3.8% | Reduced |
| Coldstream Capital Management Inc | 2,308 | $222.2K | 0.01% | +180+8.5% | Added |
| Conning Inc. | 2,305 | $221.9K | 0.01% | +250+12.2% | Added |
| Sabal Trust CO | 2,303 | $221.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,300 | $221.4K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,283 | $219.8K | 0.09% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,275 | $219.0K | 0.01% | +408+21.9% | Added |
| Interchange Capital Partners, LLC | 2,267 | $218.2K | 0.08% | +2,267 | New |
| Naples Global Advisors, LLC | 2,265 | $218.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,255 | $217.1K | 0.09% | +448+24.8% | Added |
| Maven Securities LTD | 2,245 | $216.1K | 0.03% | +2,245 | New |
| Capital Planning Advisors, LLC | 2,243 | $215.9K | 0.04% | −85−3.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,218 | $213.5K | 0.03% | −10.0% | Reduced |
| Buckingham Strategic Partners | 2,215 | $213.3K | 0.01% | +178+8.7% | Added |
| Tyche Wealth Partners LLC | 2,205 | $212.3K | 0.05% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,203 | $212.1K | 0.04% | −480−17.9% | Reduced |
| Independent Advisor Alliance | 2,198 | $211.6K | 0.01% | +2,198 | New |
| Procyon Private Wealth Partners, LLC | 2,178 | $209.7K | 0.02% | −11−0.5% | Reduced |
| Two Sigma Securities, LLC | 2,174 | $209.3K | 0.01% | +2,174 | New |
| David Loasby | 2,150 | $208.3K | 0.02% | +38+1.8% | Added |
| Leavell Investment Management, Inc. | 2,157 | $208.0K | 0.01% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 2,157 | $207.6K | 0.02% | −190−8.1% | Reduced |
| Manchester Capital Management LLC | 2,152 | $207.2K | 0.02% | −13−0.6% | Reduced |
| SeaCrest Wealth Management, LLC | 2,152 | $207.1K | 0.02% | +56+2.7% | Added |
| Pavion Blue Capital, LLC | 2,151 | $207.1K | 0.10% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,149 | $206.8K | 0.01% | +28+1.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,149 | $206.8K | 0.01% | +2,149 | New |
| Haverford Trust Co | 2,148 | $206.8K | 0.00% | +72+3.5% | Added |
| Lake Street Advisors Group, LLC | 2,147 | $206.7K | 0.01% | −419−16.3% | Reduced |
| Bennett Selby Investments LP | 2,126 | $204.6K | 0.09% | +2+0.1% | Added |
| Institute for Wealth Management, LLC. | 2,122 | $204.2K | 0.03% | −43−2.0% | Reduced |
| Wellington Shields & Co., LLC | 2,116 | $203.7K | 0.07% | +13+0.6% | Added |
| Childress Capital Advisors, LLC | 2,116 | $203.7K | 0.06% | +96+4.8% | Added |
| Avestar Capital, LLC | 2,114 | $203.5K | 0.02% | +2,114 | New |
| Sigma Planning Corp | 2,110 | $203.1K | 0.01% | −1,873−47.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,114 | $203.0K | 0.01% | +2+0.1% | Added |
| Hall Capital Management Co Inc | 2,100 | $202.1K | 0.10% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,075 | $199.7K | 0.02% | −17−0.8% | Reduced |
| Quarry LP | 2,001 | $192.6K | 0.08% | +1,204+151.1% | Added |
| Citizens National Bank Trust Department | 1,961 | $188.8K | 0.04% | +336+20.7% | Added |
| Harbour Investments, Inc. | 1,952 | $187.9K | 0.01% | −6−0.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,935 | $186.0K | 0.10% | +800+70.5% | Added |
| Penserra Capital Management LLC | 1,916 | $184.0K | 0.00% | −15−0.8% | Reduced |
| State of Wyoming | 1,889 | $181.8K | 0.03% | −155−7.6% | Reduced |
| Webster Bank, N. A. | 1,854 | $178.5K | 0.02% | −1,067−36.5% | Reduced |
| Grove Bank & Trust | 1,843 | $177.4K | 0.03% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,822 | $175.4K | 0.14% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,820 | $175.2K | 0.01% | +376+26.0% | Added |
| Deseret Mutual Benefit Administrators | 1,749 | $168.4K | 0.08% | +69+4.1% | Added |
| International Assets Investment Management, LLC | 1,741 | $167.6K | 0.02% | +1,741 | New |
| North Star Investment Management Corp. | 1,731 | $166.6K | 0.01% | −450−20.6% | Reduced |
| Proequities, Inc. | 1,730 | $166.5K | 0.01% | +31+1.8% | Added |
| First Financial Corp | 1,699 | $163.5K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,662 | $160.0K | 0.02% | +7+0.4% | Added |