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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 1,938 | $201.0K | 0.00% | +22+1.1% | Added |
| Personal Cfo Solutions, LLC | 1,956 | $203.3K | 0.03% | +1,956 | New |
| Citizens National Bank Trust Department | 1,961 | $203.8K | 0.04% | 00.0% | Unchanged |
| AE Wealth Management LLC | 1,974 | $205.2K | 0.00% | −974−33.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,977 | $205.5K | 0.01% | +1,977 | New |
| Becker Capital Management Inc | 1,983 | $206.2K | 0.01% | +1,983 | New |
| Independent Advisor Alliance | 1,987 | $206.5K | 0.01% | −211−9.6% | Reduced |
| Marathon Capital Management | 1,997 | $207.5K | 0.05% | +1,997 | New |
| Van Hulzen Asset Management, LLC | 2,000 | $208.0K | 0.02% | −8,000−80.0% | Reduced |
| SeaCrest Wealth Management, LLC | 2,002 | $208.1K | 0.02% | −150−7.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,002 | $208.1K | 0.08% | −253−11.2% | Reduced |
| Savoie Capital LLC | 2,019 | $209.9K | 0.03% | +2,019 | New |
| Claret Asset Management Corp | 2,017 | $210.0K | 0.03% | +2,017 | New |
| CWA Asset Management Group, LLC | 2,021 | $210.0K | 0.01% | +2,021 | New |
| Cullinan Associates Inc | 2,000 | $210.7K | 0.01% | +2,000 | New |
| Badgley Phelps Wealth Managers, LLC | 2,028 | $210.8K | 0.00% | +2,028 | New |
| MJP Associates Inc | 2,039 | $212.0K | 0.04% | +2,039 | New |
| Manchester Capital Management LLC | 2,041 | $212.1K | 0.02% | −111−5.2% | Reduced |
| Sigma Planning Corp | 2,048 | $212.9K | 0.01% | −62−2.9% | Reduced |
| US Financial Advisors, LLC | 2,054 | $213.5K | 0.07% | +2,054 | New |
| Childress Capital Advisors, LLC | 2,073 | $215.5K | 0.06% | −43−2.0% | Reduced |
| Arrow Financial Corp | 2,075 | $215.7K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,085 | $216.7K | 0.02% | −29−1.4% | Reduced |
| David Loasby | 2,082 | $217.2K | 0.02% | −68−3.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,102 | $218.0K | 0.01% | −12−0.6% | Reduced |
| Institute for Wealth Management, LLC. | 2,099 | $218.2K | 0.03% | −23−1.1% | Reduced |
| Montis Financial, LLC | 2,106 | $218.9K | 0.08% | −215−9.3% | Reduced |
| Massmutual Trust Co FSB | 2,107 | $219.0K | 0.01% | −168−7.4% | Reduced |
| Bennett Selby Investments LP | 2,126 | $221.0K | 0.09% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,130 | $221.4K | 0.01% | −19−0.9% | Reduced |
| Wellington Shields & Co., LLC | 2,137 | $222.1K | 0.07% | +21+1.0% | Added |
| Lake Street Advisors Group, LLC | 2,143 | $222.7K | 0.01% | −4−0.2% | Reduced |
| Pavion Blue Capital, LLC | 2,151 | $223.6K | 0.10% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,157 | $224.2K | 0.01% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 2,157 | $224.2K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,174 | $226.0K | 0.01% | +222+11.4% | Added |
| Procyon Private Wealth Partners, LLC | 2,178 | $226.5K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,182 | $226.8K | 0.02% | +2,182 | New |
| Keebeck Alpha, LP | 2,182 | $226.8K | 0.15% | +2,182 | New |
| Northeast Investment Management | 2,195 | $228.1K | 0.01% | −300−12.0% | Reduced |
| Tyche Wealth Partners LLC | 2,207 | $229.4K | 0.05% | +2+0.1% | Added |
| Change Path, LLC | 2,210 | $229.7K | 0.01% | +2,210 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,218 | $230.5K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,222 | $231.0K | 0.00% | +7+0.3% | Added |
| Optimum Investment Advisors | 2,262 | $235.1K | 0.10% | −63−2.7% | Reduced |
| Interchange Capital Partners, LLC | 2,267 | $235.6K | 0.08% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,271 | $236.1K | 0.01% | −346−13.2% | Reduced |
| Adirondack Trust Co | 2,273 | $236.2K | 0.09% | −10−0.4% | Reduced |
| Wealthspire Advisors, LLC | 2,275 | $236.5K | 0.00% | −67−2.9% | Reduced |
| Gladius Capital Management LP | 2,278 | $236.8K | 0.14% | −86−3.6% | Reduced |
| Naples Global Advisors, LLC | 2,283 | $237.3K | 0.02% | +18+0.8% | Added |
| Asset Dedication, LLC | 2,285 | $237.5K | 0.02% | −47−2.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 2,290 | $238.0K | 0.02% | −634−21.7% | Reduced |
| AlTi Global, Inc. | 2,291 | $238.1K | 0.01% | −938−29.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,294 | $238.4K | 0.01% | −638−21.8% | Reduced |
| Washington Trust Advisors, Inc. | 2,300 | $239.1K | 0.02% | 00.0% | Unchanged |
| Sabal Trust CO | 2,303 | $239.4K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 2,304 | $239.5K | 0.01% | −10.0% | Reduced |
| Haverford Trust Co | 2,328 | $242.0K | 0.00% | +180+8.4% | Added |
| Baader Bank INC | 2,336 | $242.8K | 0.02% | +2,336 | New |
| State of Wyoming | 2,337 | $242.9K | 0.03% | +448+23.7% | Added |
| Sentry LLC | 2,341 | $243.4K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,364 | $245.7K | 0.00% | −4−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,367 | $246.0K | 0.03% | −237−9.1% | Reduced |
| Spinnaker Trust | 2,390 | $248.4K | 0.02% | −380−13.7% | Reduced |
| First City Capital Management, Inc. | 2,400 | $249.5K | 0.13% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,412 | $250.7K | 0.02% | −12−0.5% | Reduced |
| Manning & Napier Advisors LLC | 2,424 | $252.0K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 2,439 | $253.5K | 0.01% | −620−20.3% | Reduced |
| MSH Capital Advisors LLC | 2,440 | $253.6K | 0.08% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,452 | $254.9K | 0.00% | +2,452 | New |
| LMCG Investments, LLC | 2,453 | $255.0K | 0.02% | 00.0% | Unchanged |
| Farmers Trust Co | 2,463 | $256.0K | 0.05% | +13+0.5% | Added |
| Howland Capital Management LLC | 2,469 | $256.6K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,475 | $257.3K | 0.00% | −1,346−35.2% | Reduced |
| Prospera Financial Services Inc | 2,472 | $257.4K | 0.01% | −179−6.8% | Reduced |
| Arkadios Wealth Advisors | 2,497 | $259.6K | 0.01% | +2,497 | New |
| Sky Investment Group LLC | 2,498 | $259.6K | 0.05% | −32−1.3% | Reduced |
| Sterling Financial Planning, Inc. | 2,500 | $259.9K | 0.10% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,503 | $260.2K | 0.01% | −135−5.1% | Reduced |
| Brighton Jones LLC | 2,512 | $261.1K | 0.01% | −68−2.6% | Reduced |
| Anchor Investment Management, LLC | 2,515 | $261.4K | 0.02% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,522 | $262.1K | 0.08% | −188−6.9% | Reduced |
| Charter Oak Capital Management, LLC | 2,526 | $262.6K | 0.02% | +215+9.3% | Added |
| Founders Capital Management, LLC | 2,537 | $263.7K | 0.05% | −75−2.9% | Reduced |
| Laurel Wealth Advisors LLC | 2,555 | $265.6K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 2,559 | $266.0K | 0.01% | −116−4.3% | Reduced |
| Coldstream Capital Management Inc | 2,580 | $266.6K | 0.01% | +272+11.8% | Added |
| Sapient Capital LLC | 2,570 | $267.1K | 0.01% | −26−1.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 2,582 | $268.4K | 0.02% | −300−10.4% | Reduced |
| Forum Financial Management, LP | 2,582 | $268.4K | 0.00% | +5+0.2% | Added |
| Fort, L.P. | 2,589 | $269.1K | 0.68% | −121−4.5% | Reduced |
| First National Trust Co | 2,602 | $270.5K | 0.01% | −21−0.8% | Reduced |
| Howard Capital Management Inc. | 2,602 | $270.5K | 0.00% | +2,602 | New |
| Bellecapital International Ltd. | 2,624 | $272.7K | 0.05% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,631 | $273.5K | 0.04% | −91−3.3% | Reduced |
| Aveo Capital Partners, LLC | 2,658 | $276.3K | 0.03% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,667 | $277.2K | 0.02% | +194+7.8% | Added |
| Clarius Group, LLC | 2,684 | $278.2K | 0.02% | −105−3.8% | Reduced |
| Chicago Trust Co NA | 2,678 | $278.4K | 0.05% | +475+21.6% | Added |