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 |
|---|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | 498 | $51.7K | 0.02% | +2+0.4% | Added |
| Carolina Wealth Advisors, LLC | 506 | $52.6K | 0.03% | +506 | New |
| Pinnacle Bancorp, Inc. | 507 | $52.7K | 0.01% | +70+16.0% | Added |
| Beacon Capital Management, LLC | 516 | $53.6K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 518 | $53.8K | 0.02% | −15−2.8% | Reduced |
| JFS Wealth Advisors, LLC | 519 | $53.9K | 0.00% | −189−26.7% | Reduced |
| Ransom Advisory, Ltd | 536 | $55.7K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 553 | $57.5K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 563 | $58.5K | 0.02% | +2+0.4% | Added |
| Gables Capital Management Inc. | 575 | $59.8K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 596 | $61.9K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 600 | $62.4K | 0.07% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 599 | $62.6K | 0.01% | −15−2.4% | Reduced |
| Bullock Wealth Management Group | 622 | $64.6K | 0.04% | −1−0.2% | Reduced |
| CoreFirst Bank & Trust | 623 | $64.8K | 0.04% | +623 | New |
| Key Financial Inc | 635 | $66.0K | 0.01% | +5+0.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 637 | $66.2K | 0.00% | −52−7.5% | Reduced |
| Indiana Trust & Investment Management CO | 650 | $67.6K | 0.02% | −340−34.3% | Reduced |
| Acima Private Wealth, LLC | 650 | $67.6K | 0.02% | 00.0% | Unchanged |
| Oakmont Corp | 705 | $70.1K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 675 | $70.2K | 0.06% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 682 | $70.9K | 0.03% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 690 | $71.7K | 0.00% | +690 | New |
| Cassady Schiller Wealth Management, LLC | 699 | $72.7K | 0.03% | −33−4.5% | Reduced |
| Old Second National Bank of Aurora | 700 | $72.8K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 702 | $72.9K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 704 | $73.2K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 710 | $73.8K | 0.00% | −53−6.9% | Reduced |
| Rise Advisors, LLC | 712 | $74.0K | 0.04% | +3+0.4% | Added |
| POM Investment Strategies, LLC | 712 | $74.0K | 0.06% | −49−6.4% | Reduced |
| Bellevue Asset Management, LLC | 716 | $74.4K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 717 | $75.0K | 0.00% | +2+0.3% | Added |
| Carolinas Wealth Consulting LLC | 724 | $75.3K | 0.01% | −5−0.7% | Reduced |
| Johnson Financial Group, Inc. | 729 | $75.8K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 741 | $77.0K | 0.03% | 00.0% | Unchanged |
| City State Bank | 748 | $77.7K | 0.03% | −17−2.2% | Reduced |
| Center for Financial Planning, Inc. | 752 | $78.2K | 0.01% | −68−8.3% | Reduced |
| Ossiam | 767 | $79.7K | 0.00% | −18−2.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 800 | $83.1K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $85.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 822 | $85.4K | 0.01% | −50−5.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 833 | $86.6K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 834 | $86.7K | 0.01% | +259+45.0% | Added |
| Eagle Bay Advisors LLC | 837 | $86.9K | 0.03% | −8−0.9% | Reduced |
| Leonteq Securities AG | 851 | $88.5K | 0.01% | −379−30.8% | Reduced |
| Piscataqua Savings Bank | 857 | $89.1K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 885 | $92.0K | 0.01% | −100−10.2% | Reduced |
| Hall Laurie J Trustee | 892 | $93.0K | 0.03% | +800+869.6% | Added |
| Independence Bank of Kentucky | 901 | $93.7K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 907 | $94.3K | 0.00% | −63−6.5% | Reduced |
| Hanson & Doremus Investment Management | 947 | $98.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 961 | $99.9K | 0.01% | −36−3.6% | Reduced |
| Gen-Wealth Partners Inc | 1,025 | $100.7K | 0.04% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 978 | $101.7K | 0.03% | +978 | New |
| Skopos Labs, Inc. | 986 | $102.5K | 0.03% | +986 | New |
| FinTrust Capital Advisors, LLC | 989 | $102.8K | 0.02% | +47+5.0% | Added |
| Atlantic Trust, LLC | 1,003 | $104.3K | 0.02% | +3+0.3% | Added |
| Cherry Tree Wealth Management, LLC | 1,029 | $107.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,041 | $108.2K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,071 | $111.0K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 1,086 | $113.0K | 0.07% | −3−0.3% | Reduced |
| Logan Capital Management Inc | 1,103 | $114.6K | 0.00% | −102−8.5% | Reduced |
| Estabrook Capital Management | 1,146 | $119.1K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,172 | $121.8K | 0.01% | −23−1.9% | Reduced |
| Alta Advisers Ltd | 1,200 | $124.7K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,216 | $126.4K | 0.08% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,246 | $129.5K | 0.02% | −60−4.6% | Reduced |
| Morse Asset Management, Inc | 1,250 | $129.9K | 0.03% | +1,250 | New |
| Stephenson National Bank & Trust | 1,261 | $131.1K | 0.04% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 1,265 | $131.5K | 0.04% | −6,580−83.9% | Reduced |
| Geneos Wealth Management Inc. | 1,329 | $138.1K | 0.01% | +221+19.9% | Added |
| Quent Capital, LLC | 1,338 | $139.3K | 0.01% | −21−1.5% | Reduced |
| AllSquare Wealth Management LLC | 1,350 | $140.3K | 0.08% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,366 | $142.0K | 0.07% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,366 | $142.0K | 0.01% | +48+3.6% | Added |
| Plante Moran Financial Advisors, LLC | 1,385 | $144.0K | 0.01% | +1,134+451.8% | Added |
| Exchange Traded Concepts, LLC | 1,398 | $145.3K | 0.00% | +1,281+1,094.9% | Added |
| Acropolis Investment Management, LLC | 1,439 | $149.6K | 0.01% | −26−1.8% | Reduced |
| Resources Management Corp | 1,480 | $154.0K | 0.02% | +1,154+354.0% | Added |
| Smartleaf Asset Management LLC | 1,506 | $157.3K | 0.02% | +822+120.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,531 | $159.0K | 0.06% | −100−6.1% | Reduced |
| IFP Advisors, Inc | 1,540 | $160.1K | 0.01% | +48+3.2% | Added |
| Bank of New Hampshire | 1,565 | $162.7K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,619 | $168.3K | 0.01% | +64+4.1% | Added |
| Deseret Mutual Benefit Administrators | 1,649 | $171.4K | 0.09% | −100−5.7% | Reduced |
| GeoWealth Management, LLC | 1,651 | $171.6K | 0.01% | −169−9.3% | Reduced |
| Webster Bank, N. A. | 1,654 | $171.9K | 0.02% | −200−10.8% | Reduced |
| Values First Advisors, Inc. | 1,654 | $171.9K | 0.09% | +1,654 | New |
| Harbor Investment Advisory, LLC | 1,655 | $172.0K | 0.02% | −7−0.4% | Reduced |
| Smithfield Trust Co | 1,660 | $173.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,674 | $174.0K | 0.01% | −56−3.2% | Reduced |
| First Financial Corp | 1,699 | $176.6K | 0.08% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,772 | $184.2K | 0.00% | +1,772 | New |
| Broadwater Capital Management LLC | 1,822 | $189.4K | 0.14% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,831 | $190.3K | 0.01% | +100+5.8% | Added |
| Grove Bank & Trust | 1,878 | $195.2K | 0.03% | +35+1.9% | Added |
| Mairs & Power Inc | 1,928 | $200.4K | 0.00% | +1,928 | New |
| Townsend & Associates, Inc | 1,950 | $200.6K | 0.02% | +1,950 | New |
| Bath Savings Trust Co | 1,930 | $200.6K | 0.02% | +1,930 | New |
| Capital Planning Advisors, LLC | 1,931 | $200.7K | 0.03% | −312−13.9% | Reduced |