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, Q3 2024
Institutional positions in Otis Worldwide Corp as of Sep 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
- 1,200
- +23 vs. Q2 2024
- Shares held
- 359.9M
- +41.2M (+12.9%) vs. Q2 2024
- Total value
- $37.4B
- +$6.71B (+21.9%) vs. Q2 2024
- New holders
- 95
- 355 more added
- Sold out
- 72
- 492 more reduced
14 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 117 | $12.0K | 0.01% | +21+21.9% | Added |
| Sittner & Nelson, LLC | 118 | $12.3K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 122 | $12.7K | 0.00% | +57+87.7% | Added |
| Sachetta, LLC | 122 | $12.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 125 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 134 | $13.9K | 0.00% | −30−18.3% | Reduced |
| Frazier Financial Advisors, LLC | 138 | $14.4K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 139 | $14.4K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 140 | $14.6K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 144 | $15.0K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 154 | $15.4K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 150 | $15.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 151 | $15.7K | 0.00% | −87−36.6% | Reduced |
| Annapolis Financial Services, LLC | 151 | $15.7K | 0.00% | +1+0.7% | Added |
| Versant Capital Management, Inc | 154 | $16.0K | 0.00% | −215−58.3% | Reduced |
| Cranbrook Wealth Management, LLC | 162 | $16.8K | 0.00% | −125−43.6% | Reduced |
| TSFG, LLC | 163 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 167 | $17.4K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 179 | $17.8K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 173 | $18.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 180 | $18.7K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 180 | $18.7K | 0.01% | +180 | New |
| Northwest Financial Advisors | 181 | $18.8K | 0.01% | +181 | New |
| Accordant Advisory Group Inc | 181 | $18.8K | 0.01% | +56+44.8% | Added |
| AdvisorNet Financial, Inc | 183 | $19.0K | 0.00% | +4+2.2% | Added |
| Planned Solutions, Inc. | 186 | $19.3K | 0.01% | +186 | New |
| Castleview Partners, LLC | 197 | $20.5K | 0.01% | +14+7.7% | Added |
| Red Tortoise LLC | 198 | $20.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 198 | $20.6K | 0.00% | +9+4.8% | Added |
| Barrett & Company, Inc. | 200 | $20.8K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $20.8K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 201 | $20.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 198 | $21.0K | 0.00% | +23+13.1% | Added |
| Hobbs Group Advisors, LLC | 203 | $21.1K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 206 | $21.4K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 208 | $21.6K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 212 | $22.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 217 | $22.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 221 | $23.0K | 0.01% | +171+342.0% | Added |
| Altshuler Shaham Ltd | 227 | $23.6K | 0.00% | +18+8.6% | Added |
| DT Investment Partners, LLC | 227 | $23.6K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 232 | $24.1K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 235 | $24.4K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 235 | $24.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 248 | $25.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 242 | $25.2K | 0.02% | +242 | New |
| Concord Wealth Partners | 250 | $26.0K | 0.00% | −8−3.1% | Reduced |
| Osterweis Capital Management Inc | 250 | $26.0K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $26.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 250 | $26.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 250 | $26.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 262 | $27.2K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 272 | $28.3K | 0.01% | +272 | New |
| Ashton Thomas Securities, LLC | 281 | $29.2K | 0.01% | +281 | New |
| Venturi Wealth Management, LLC | 287 | $29.8K | 0.00% | −423−59.6% | Reduced |
| Criterion Capital Advisors, LLC | 314 | $30.2K | 0.02% | −12−3.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 291 | $30.2K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 292 | $30.4K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 295 | $30.7K | 0.00% | +295 | New |
| Duncker Streett & Co Inc | 295 | $30.7K | 0.01% | +50+20.4% | Added |
| Hantz Financial Services, Inc. | 301 | $31.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 300 | $31.2K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 300 | $31.2K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 316 | $32.8K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 341 | $33.0K | 0.01% | +341 | New |
| SJS Investment Consulting Inc. | 320 | $33.3K | 0.01% | +50+18.5% | Added |
| Atticus Wealth Management, LLC | 322 | $33.5K | 0.01% | −2−0.6% | Reduced |
| Prestige Wealth Management Group LLC | 322 | $33.5K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 325 | $33.8K | 0.01% | −432−57.1% | Reduced |
| Oakworth Capital, Inc. | 330 | $34.3K | 0.00% | +6+1.9% | Added |
| Capital Performance Advisors LLP | 331 | $34.4K | 0.01% | +331 | New |
| American Capital Advisory, LLC | 336 | $34.9K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 345 | $35.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 357 | $36.2K | 0.01% | −5−1.4% | Reduced |
| Bray Capital Advisors | 350 | $36.4K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 350 | $36.4K | 0.01% | +350 | New |
| Paladin Advisory Group, LLC | 353 | $36.7K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 381 | $38.0K | 0.00% | +3+0.8% | Added |
| Flaharty Asset Management, LLC | 372 | $38.6K | 0.01% | +372 | New |
| Pacific Capital Wealth Advisors, Inc | 389 | $40.4K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 395 | $41.1K | 0.02% | +1+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 396 | $41.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 397 | $41.3K | 0.01% | 00.0% | Unchanged |
| Motco | 399 | $41.5K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $41.6K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 400 | $41.6K | 0.01% | −166−29.3% | Reduced |
| Accent Capital Management, LLC | 400 | $41.6K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 402 | $41.8K | 0.04% | +5+1.3% | Added |
| Beach Investment Counsel Inc | 400 | $42.0K | 0.01% | −291−42.1% | Reduced |
| Claris Advisors, LLC | 407 | $42.3K | 0.02% | +407 | New |
| Financial Network Wealth Advisors LLC | 408 | $42.4K | 0.04% | +8+2.0% | Added |
| Union Savings Bank | 411 | $42.7K | 0.02% | −25−5.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 424 | $44.1K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 427 | $44.4K | 0.00% | −35−7.6% | Reduced |
| Creative Financial Designs Inc | 446 | $46.4K | 0.00% | −17−3.7% | Reduced |
| First Command Advisory Services, Inc. | 448 | $46.6K | 0.00% | 00.0% | Unchanged |
| Maia Wealth LLC | 450 | $46.8K | 0.01% | +450 | New |
| Capital Advisors, Ltd. LLC | 473 | $49.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 476 | $49.5K | 0.00% | +402+543.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 492 | $51.2K | 0.01% | −25−4.8% | Reduced |