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 |
|---|---|---|---|---|---|
| Fortune Financial Advisors, LLC | 3,569 | $371.0K | 0.34% | +2+0.1% | Added |
| GSB Wealth Management, LLC | 3,575 | $371.6K | 0.10% | +4+0.1% | Added |
| Bell Investment Advisors, Inc | 3,592 | $373.4K | 0.07% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,596 | $373.7K | 0.02% | +653+22.2% | Added |
| Capstone Investment Advisors, LLC | 3,612 | $375.4K | 0.01% | +3,612 | New |
| Aberdeen Wealth Management LLC | 3,624 | $376.7K | 0.25% | −100−2.7% | Reduced |
| EntryPoint Capital, LLC | 3,658 | $380.2K | 0.22% | +1,247+51.7% | Added |
| Global Retirement Partners, LLC | 3,683 | $382.8K | 0.01% | −379−9.3% | Reduced |
| Fractal Investments LLC | 3,690 | $383.5K | 0.06% | −5,710−60.7% | Reduced |
| QSV Equity Investors LLC | 3,695 | $384.1K | 0.36% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,697 | $384.3K | 0.01% | +83+2.3% | Added |
| Bokf, NA | 3,685 | $384.3K | 0.01% | −480−11.5% | Reduced |
| Gamco Investors, Inc. Et Al | 3,720 | $386.7K | 0.00% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,734 | $388.0K | 0.02% | +29+0.8% | Added |
| Rothschild Investment LLC | 3,733 | $388.0K | 0.03% | −120−3.1% | Reduced |
| CX Institutional | 3,749 | $389.6K | 0.02% | +47+1.3% | Added |
| First Western Trust Bank | 3,770 | $391.9K | 0.02% | −5−0.1% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,776 | $392.5K | 0.33% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,804 | $395.4K | 0.01% | −268−6.6% | Reduced |
| GYL Financial Synergies, LLC | 3,815 | $396.5K | 0.03% | −13−0.3% | Reduced |
| Kinneret Advisory, LLC | 3,843 | $399.4K | 0.04% | −50−1.3% | Reduced |
| Headinvest, LLC | 3,888 | $404.1K | 0.07% | −993−20.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,930 | $408.5K | 0.01% | −23,000−85.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,938 | $409.4K | 0.03% | +86+2.2% | Added |
| Quadrant Capital Group LLC | 3,972 | $412.9K | 0.03% | −195−4.7% | Reduced |
| Atwood & Palmer Inc | 3,975 | $413.2K | 0.03% | 00.0% | Unchanged |
| Invesco, LLC | 3,983 | $414.0K | 0.17% | −25−0.6% | Reduced |
| BSW Wealth Partners | 3,987 | $414.4K | 0.06% | +918+29.9% | Added |
| Kraematon Investment Advisors, Inc | 4,006 | $416.3K | 0.41% | −98−2.4% | Reduced |
| Knollwood Investment Advisory, LLC | 4,008 | $416.6K | 0.04% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 4,013 | $417.0K | 0.01% | −6,820−63.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,057 | $421.7K | 0.01% | −198−4.7% | Reduced |
| Fiduciary Group LLC | 4,086 | $424.7K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 4,115 | $427.7K | 0.03% | −104−2.5% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,152 | $431.6K | 0.11% | +10+0.2% | Added |
| Cigna Investments Inc | 4,162 | $432.0K | 0.08% | −88−2.1% | Reduced |
| First Horizon Advisors, Inc. | 4,164 | $432.9K | 0.01% | +24+0.6% | Added |
| Monterey Private Wealth, Inc. | 4,175 | $433.9K | 0.15% | −768−15.5% | Reduced |
| Boston Trust Walden Corp | 4,198 | $436.3K | 0.00% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 4,213 | $437.9K | 0.08% | +69+1.7% | Added |
| Fifth Third Wealth Advisors LLC | 4,254 | $442.2K | 0.03% | +20+0.5% | Added |
| Wolverine Trading, LLC | 4,250 | $443.8K | 0.01% | +4,250 | New |
| Drexel Morgan & Co. | 4,288 | $445.7K | 0.08% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $446.9K | 0.13% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,306 | $447.6K | 0.03% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,326 | $449.6K | 0.26% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,337 | $450.8K | 0.05% | −75−1.7% | Reduced |
| Mutual Advisors, LLC | 4,467 | $457.8K | 0.01% | −869−16.3% | Reduced |
| Forte Capital LLC | 4,413 | $458.7K | 0.05% | −17−0.4% | Reduced |
| Pitcairn Co | 4,420 | $459.4K | 0.03% | −1,107−20.0% | Reduced |
| 1st Source Bank | 4,429 | $460.4K | 0.03% | −114−2.5% | Reduced |
| Exencial Wealth Advisors, LLC | 4,464 | $464.0K | 0.02% | +27+0.6% | Added |
| Allworth Financial LP | 4,470 | $464.7K | 0.00% | +38+0.9% | Added |
| Beck Mack & Oliver LLC | 4,472 | $464.8K | 0.01% | −75−1.6% | Reduced |
| Qtron Investments LLC | 4,478 | $465.4K | 0.06% | −10,180−69.5% | Reduced |
| Millennium Management LLC | 4,492 | $466.9K | 0.00% | −223,963−98.0% | Reduced |
| DRW Securities, LLC | 4,492 | $466.9K | 0.03% | +4,492 | New |
| Gabelli Funds LLC | 4,500 | $467.7K | 0.00% | 00.0% | Unchanged |
| Mirova | 4,505 | $468.3K | 0.08% | 00.0% | Unchanged |
| Excalibur Management Corp | 4,536 | $471.5K | 0.18% | −191−4.0% | Reduced |
| Charter Trust Co | 4,544 | $472.3K | 0.03% | −300−6.2% | Reduced |
| Siemens Fonds Invest GmbH | 4,566 | $474.6K | 0.04% | −31−0.7% | Reduced |
| Core Wealth Partners LLC | 4,570 | $475.0K | 0.29% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,574 | $475.4K | 0.01% | −137−2.9% | Reduced |
| TD Waterhouse Canada Inc. | 4,591 | $476.2K | 0.00% | −649−12.4% | Reduced |
| Wedbush Securities Inc | 4,601 | $478.0K | 0.02% | +48+1.1% | Added |
| Waldron Private Wealth LLC | 4,612 | $479.3K | 0.02% | +349+8.2% | Added |
| Philadelphia Trust Co | 4,624 | $481.0K | 0.03% | −2,804−37.7% | Reduced |
| Sovereign Financial Group, Inc. | 4,629 | $481.1K | 0.11% | −59−1.3% | Reduced |
| Geller Advisors LLC | 4,640 | $482.3K | 0.03% | −48−1.0% | Reduced |
| City Holding Co | 4,644 | $482.7K | 0.07% | +817+21.3% | Added |
| Aptus Capital Advisors, LLC | 4,645 | $482.8K | 0.01% | +1,073+30.0% | Added |
| CAPROCK Group, Inc. | 4,661 | $484.5K | 0.02% | −1,118−19.3% | Reduced |
| Trust Co of Virginia | 4,696 | $488.1K | 0.04% | −54−1.1% | Reduced |
| Valeo Financial Advisors, LLC | 4,716 | $490.2K | 0.01% | −16−0.3% | Reduced |
| Aull & Monroe Investment Management Corp | 4,725 | $491.1K | 0.23% | −195−4.0% | Reduced |
| Zions Bancorporation, N.A. | 4,732 | $491.8K | 0.04% | −128−2.6% | Reduced |
| Caxton Associates LP | 4,749 | $493.6K | 0.02% | +4,749 | New |
| Verdence Capital Advisors LLC | 4,753 | $494.1K | 0.04% | +40+0.8% | Added |
| Radnor Capital Management, LLC | 4,776 | $496.0K | 0.07% | +224+4.9% | Added |
| Umb Bank N A | 4,792 | $498.1K | 0.01% | −299−5.9% | Reduced |
| ISAM Funds (UK) Ltd | 4,843 | $503.4K | 0.29% | −5,024−50.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,859 | $505.1K | 0.01% | −198−3.9% | Reduced |
| Baker Avenue Asset Management, LP | 4,884 | $507.6K | 0.02% | +4,884 | New |
| Profund Advisors LLC | 4,917 | $511.1K | 0.02% | −1,583−24.4% | Reduced |
| Archer Investment Corp | 4,263 | $512.0K | 0.14% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,944 | $513.9K | 0.01% | +2,795+130.1% | Added |
| Stephens Inc | 4,950 | $514.5K | 0.01% | −99−2.0% | Reduced |
| Busey Wealth Management | 4,951 | $514.6K | 0.02% | +185+3.9% | Added |
| Everett Harris & Co | 4,967 | $516.3K | 0.01% | +300+6.4% | Added |
| Signaturefd, LLC | 4,983 | $517.9K | 0.01% | −458−8.4% | Reduced |
| Moors & Cabot, Inc. | 4,993 | $519.0K | 0.03% | +21+0.4% | Added |
| Checchi Capital Advisers, LLC | 5,034 | $523.2K | 0.04% | +152+3.1% | Added |
| Atria Wealth Solutions, Inc. | 5,046 | $524.4K | 0.01% | −2,147−29.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,087 | $528.7K | 0.01% | −60−1.2% | Reduced |
| Diversify Advisory Services, LLC | 5,136 | $528.9K | 0.03% | −807−13.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,110 | $531.1K | 0.02% | +176+3.6% | Added |
| Valley Brook Capital Group | 5,115 | $531.7K | 0.38% | −100−1.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,356 | $536.7K | 0.00% | +1,857+74.3% | Added |
| TownSquare Capital, LLC | 5,225 | $543.1K | 0.01% | +359+7.4% | Added |