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 |
|---|---|---|---|---|---|
| 9258 Wealth Management, LLC | 2,679 | $278.5K | 0.04% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,697 | $280.3K | 0.00% | +214+8.6% | Added |
| Crestwood Advisors Group LLC | 2,701 | $280.8K | 0.01% | +273+11.2% | Added |
| Teacher Retirement System of Texas | 2,707 | $281.0K | 0.00% | −5,186−65.7% | Reduced |
| Aprio Wealth Management, LLC | 2,724 | $283.2K | 0.05% | −254−8.5% | Reduced |
| Great Valley Advisor Group, Inc. | 2,734 | $284.3K | 0.01% | +54+2.0% | Added |
| Founders Financial Securities LLC | 2,736 | $284.4K | 0.03% | −130−4.5% | Reduced |
| MEMBERS Trust Co | 2,741 | $284.9K | 0.01% | −215−7.3% | Reduced |
| GHP Investment Advisors, Inc. | 2,743 | $285.1K | 0.01% | −117−4.1% | Reduced |
| Sentinel Trust Co Lba | 2,750 | $286.0K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,982 | $287.1K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,765 | $287.3K | 0.11% | +2+0.1% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $287.4K | 0.24% | 00.0% | Unchanged |
| Colonial Trust Co | 2,769 | $287.8K | 0.04% | +10+0.4% | Added |
| Callan Capital, LLC | 2,776 | $288.5K | 0.02% | +306+12.4% | Added |
| Montecito Bank & Trust | 2,777 | $288.6K | 0.05% | +2,777 | New |
| Ancora Advisors, LLC | 2,780 | $289.0K | 0.01% | −64−2.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,790 | $290.0K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 2,809 | $292.0K | 0.02% | −76−2.6% | Reduced |
| Adviser Investments LLC | 2,818 | $292.9K | 0.00% | +2,818 | New |
| Financial Advisory Corp | 2,826 | $294.0K | 0.11% | +2,826 | New |
| EverSource Wealth Advisors, LLC | 2,834 | $294.6K | 0.02% | +346+13.9% | Added |
| Azimuth Capital Investment Management LLC | 2,835 | $294.7K | 0.01% | −707−20.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,838 | $295.0K | 0.02% | +295+11.6% | Added |
| Ritholtz Wealth Management | 2,851 | $296.4K | 0.01% | −596−17.3% | Reduced |
| Reuter James Wealth Management, LLC | 2,853 | $296.5K | 0.05% | +2,853 | New |
| Forbes J M & Co LLP | 2,856 | $296.9K | 0.03% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,857 | $297.0K | 0.10% | −147−4.9% | Reduced |
| Douglas Lane & Associates, LLC | 2,865 | $297.8K | 0.00% | −531−15.6% | Reduced |
| St Germain D J Co Inc | 2,873 | $298.6K | 0.01% | −51−1.7% | Reduced |
| Rehmann Capital Advisory Group | 2,867 | $298.8K | 0.02% | +122+4.4% | Added |
| Ronald Blue Trust, Inc. | 3,107 | $299.1K | 0.00% | +1,771+132.6% | Added |
| KCM Investment Advisors LLC | 2,891 | $300.5K | 0.01% | −104−3.5% | Reduced |
| Enterprise Financial Services Corp | 2,894 | $300.8K | 0.18% | −38−1.3% | Reduced |
| Signature Wealth Management Partners, LLC | 2,910 | $302.5K | 0.22% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,897 | $302.6K | 0.03% | +42+1.5% | Added |
| Riverwater Partners LLC | 2,892 | $303.1K | 0.15% | −55−1.9% | Reduced |
| LCM Capital Management Inc | 2,928 | $304.3K | 0.18% | −8−0.3% | Reduced |
| Centaurus Financial, Inc. | 2,930 | $305.0K | 0.02% | −90−3.0% | Reduced |
| New England Capital Financial Advisors LLC | 2,953 | $307.0K | 0.16% | +8+0.3% | Added |
| S.A. Mason LLC | 2,991 | $310.9K | 0.16% | +10.0% | Added |
| Systematic Financial Management LP | 3,000 | $311.8K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $311.8K | 0.04% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $311.8K | 0.08% | 00.0% | Unchanged |
| Courier Capital LLC | 3,015 | $313.4K | 0.02% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 3,022 | $314.1K | 0.03% | −174−5.4% | Reduced |
| General Partner, Inc. | 3,029 | $314.8K | 0.20% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 3,050 | $317.0K | 0.04% | −370−10.8% | Reduced |
| Keynote Financial Services LLC | 3,050 | $317.0K | 0.24% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,050 | $317.0K | 0.01% | −277−8.3% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,060 | $318.1K | 0.03% | +13+0.4% | Added |
| MBB Public Markets I LLC | 3,060 | $318.1K | 0.03% | −26,930−89.8% | Reduced |
| Advisor OS, LLC | 3,072 | $319.3K | 0.03% | +513+20.0% | Added |
| Meridian Wealth Management, LLC | 3,091 | $321.3K | 0.02% | −13−0.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,109 | $323.1K | 0.07% | +300+10.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,112 | $323.4K | 0.02% | +2,235+254.8% | Added |
| Heritage Wealth Management, Inc. | 3,117 | $324.0K | 0.11% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 3,121 | $324.4K | 0.06% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,125 | $324.8K | 0.04% | +3,125 | New |
| Principal Street Partners, LLC | 3,397 | $327.0K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,136 | $327.0K | 0.15% | +1,201+62.1% | Added |
| Chemung Canal Trust Co | 3,147 | $327.1K | 0.07% | −336−9.6% | Reduced |
| Dover Advisors, LLC | 3,148 | $327.2K | 0.19% | −718−18.6% | Reduced |
| McDonald Partners LLC | 3,151 | $327.6K | 0.08% | −171−5.1% | Reduced |
| Tiemann Investment Advisors, LLC | 3,159 | $328.3K | 0.14% | −100−3.1% | Reduced |
| Stonebridge Capital Advisors LLC | 3,166 | $329.1K | 0.03% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 3,167 | $329.2K | 0.01% | −242−7.1% | Reduced |
| Mission Wealth Management, LP | 3,180 | $330.5K | 0.01% | −21−0.7% | Reduced |
| NewEdge Wealth, LLC | 3,182 | $330.7K | 0.01% | −338−9.6% | Reduced |
| Trust Point Inc. | 3,193 | $331.9K | 0.02% | −19−0.6% | Reduced |
| Donaldson Capital Management, LLC | 3,208 | $333.4K | 0.01% | −19−0.6% | Reduced |
| PFG Investments, LLC | 3,211 | $333.7K | 0.02% | −66−2.0% | Reduced |
| Boyd Watterson Asset Management LLC | 3,228 | $335.5K | 0.09% | −187−5.5% | Reduced |
| Country Club Bank | 3,227 | $337.0K | 0.02% | −95−2.9% | Reduced |
| TCTC Holdings, LLC | 3,249 | $337.7K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,305 | $343.5K | 0.01% | −295−8.2% | Reduced |
| Flputnam Investment Management Co | 3,381 | $346.3K | 0.01% | +94+2.9% | Added |
| Defined Wealth Management, LLC | 3,340 | $347.2K | 0.23% | −3−0.1% | Reduced |
| Resonant Capital Advisors, LLC | 3,350 | $348.2K | 0.03% | −76−2.2% | Reduced |
| Flagship Harbor Advisors, LLC | 3,367 | $349.9K | 0.02% | +103+3.2% | Added |
| Mather Group, LLC. | 3,374 | $350.7K | 0.00% | −428−11.3% | Reduced |
| Axxcess Wealth Management, LLC | 3,384 | $351.7K | 0.01% | −795−19.0% | Reduced |
| Fruth Investment Management | 3,403 | $353.0K | 0.09% | −150−4.2% | Reduced |
| NTV Asset Management LLC | 3,410 | $354.4K | 0.05% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,425 | $356.0K | 0.19% | +2+0.1% | Added |
| Morningstar Investment Services LLC | 3,437 | $359.0K | 0.00% | −189−5.2% | Reduced |
| Tower Bridge Advisors | 3,458 | $359.4K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,466 | $360.3K | 0.10% | +3+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,467 | $360.4K | 0.03% | −24−0.7% | Reduced |
| Essex Savings Bank | 3,468 | $360.5K | 0.09% | +16+0.5% | Added |
| ClearAlpha Technologies LP | 3,478 | $361.5K | 0.15% | −2,509−41.9% | Reduced |
| Northwest Bancshares, Inc. | 3,505 | $364.3K | 0.06% | −76−2.1% | Reduced |
| Fidelis Capital Partners, LLC | 3,559 | $366.1K | 0.04% | −39−1.1% | Reduced |
| Washington Trust Co | 3,529 | $366.8K | 0.01% | −9−0.3% | Reduced |
| Americana Partners, LLC | 3,534 | $367.3K | 0.03% | 00.0% | Unchanged |
| Patten & Patten Inc | 3,537 | $367.6K | 0.02% | −306−8.0% | Reduced |
| Intrua Financial, LLC | 3,549 | $368.8K | 0.06% | −148−4.0% | Reduced |
| Ostrum Asset Management | 3,565 | $370.5K | 0.03% | +44+1.2% | Added |
| Ridgewood Investments LLC | 3,566 | $370.6K | 0.19% | +3,313+1,309.5% | Added |
| Old National Bancorp | 3,568 | $370.9K | 0.01% | −42−1.2% | Reduced |