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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 5,251 | $545.8K | 0.01% | −1,506−22.3% | Reduced |
| Acadian Asset Management LLC | 5,302 | $550.0K | 0.00% | −8,033−60.2% | Reduced |
| Freestone Capital Holdings, LLC | 5,300 | $550.9K | 0.02% | +19+0.4% | Added |
| Investment Advisory Services Inc | 5,303 | $551.2K | 0.19% | −256−4.6% | Reduced |
| Jones Financial Companies LLLP | 5,315 | $554.8K | 0.00% | +2,169+68.9% | Added |
| GAMMA Investing LLC | 5,390 | $560.2K | 0.06% | −25−0.5% | Reduced |
| Wetherby Asset Management Inc | 5,439 | $565.3K | 0.03% | −645−10.6% | Reduced |
| IHT Wealth Management, LLC | 5,464 | $567.8K | 0.02% | +935+20.6% | Added |
| Optas, LLC | 5,522 | $574.0K | 0.13% | +118+2.2% | Added |
| Wendell David Associates Inc | 5,519 | $574.0K | 0.05% | −440−7.4% | Reduced |
| Moody National Bank Trust Division | 5,550 | $576.9K | 0.06% | +870+18.6% | Added |
| LGT Group Foundation | 5,516 | $578.1K | 0.01% | +210+4.0% | Added |
| Ingalls & Snyder LLC | 5,578 | $580.0K | 0.02% | −25−0.4% | Reduced |
| Montag A & Associates Inc | 5,616 | $583.8K | 0.03% | −29−0.5% | Reduced |
| Bull Street Advisors, LLC | 5,632 | $585.0K | 0.27% | −13−0.2% | Reduced |
| Grimes & Company, Inc. | 5,633 | $585.4K | 0.02% | +413+7.9% | Added |
| Moneta Group Investment Advisors LLC | 5,673 | $589.6K | 0.01% | −59−1.0% | Reduced |
| Quotient Wealth Partners, LLC | 5,699 | $592.4K | 0.02% | −174−3.0% | Reduced |
| Holderness Investments Co | 5,739 | $596.5K | 0.13% | −47−0.8% | Reduced |
| Garrison Point Advisors, LLC | 5,745 | $597.1K | 0.37% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 5,881 | $597.2K | 0.06% | +710+13.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,849 | $608.0K | 0.01% | −8,508−59.3% | Reduced |
| Allred Capital Management, LLC | 5,911 | $614.4K | 0.24% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,921 | $615.4K | 0.05% | −170−2.8% | Reduced |
| Ahl Investment Management, Inc. | 5,942 | $617.6K | 0.43% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,035 | $627.3K | 0.06% | −472−7.3% | Reduced |
| Soltis Investment Advisors LLC | 6,092 | $633.2K | 0.06% | +4+0.1% | Added |
| Penobscot Investment Management Company, Inc. | 6,103 | $634.3K | 0.06% | +758+14.2% | Added |
| Central Trust Co | 6,103 | $634.3K | 0.01% | −1,279−17.3% | Reduced |
| Meridian Management Co | 6,104 | $634.5K | 0.16% | −20−0.3% | Reduced |
| Wedmont Private Capital | 6,101 | $634.6K | 0.04% | −390−6.0% | Reduced |
| Quest Partners LLC | 6,187 | $643.1K | 0.06% | −5,384−46.5% | Reduced |
| Means Investment Co., Inc. | 6,189 | $643.3K | 0.07% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 6,202 | $644.6K | 0.05% | +2,698+77.0% | Added |
| Diversify Wealth Management, LLC | 6,280 | $646.0K | 0.06% | +717+12.9% | Added |
| Axq Capital, LP | 6,274 | $652.1K | 0.20% | +6,274 | New |
| Sentry Investment Management LLC | 6,300 | $655.0K | 0.28% | +187+3.1% | Added |
| ICW Investment Advisors LLC | 6,329 | $657.9K | 0.27% | +82+1.3% | Added |
| Simmons Bank | 6,349 | $659.9K | 0.05% | −110−1.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 6,363 | $661.4K | 0.01% | +227+3.7% | Added |
| Cooper Financial Group | 6,376 | $662.7K | 0.09% | −913−12.5% | Reduced |
| Auto-Owners Insurance Co | 6,393 | $664.5K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,395 | $664.7K | 0.04% | +2,230+53.5% | Added |
| EP Wealth Advisors, LLC | 6,407 | $666.0K | 0.01% | +428+7.2% | Added |
| NorthRock Partners, LLC | 6,471 | $672.6K | 0.02% | −157−2.4% | Reduced |
| Landscape Capital Management, L.L.C. | 6,508 | $676.4K | 0.07% | +6,508 | New |
| Apollon Wealth Management, LLC | 6,570 | $682.8K | 0.02% | −959−12.7% | Reduced |
| Westhampton Capital, LLC | 6,587 | $684.7K | 0.35% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 6,675 | $693.8K | 0.37% | −262−3.8% | Reduced |
| National Asset Management, Inc. | 6,667 | $694.0K | 0.02% | −4−0.1% | Reduced |
| Waterford Advisors, LLC | 6,690 | $695.4K | 0.35% | 00.0% | Unchanged |
| Agf Management Ltd | 6,743 | $700.9K | 0.00% | +6,743 | New |
| Curbstone Financial Management Corp | 6,746 | $701.2K | 0.15% | −72−1.1% | Reduced |
| Diversified Trust Co | 6,773 | $704.0K | 0.02% | +1,825+36.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,781 | $704.8K | 0.03% | +370+5.8% | Added |
| Williams Jones Wealth Management, LLC. | 6,826 | $709.5K | 0.01% | −1,174−14.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,831 | $710.0K | 0.04% | +4,377+178.4% | Added |
| Fullerton Fund Management Co Ltd. | 6,938 | $721.1K | 0.03% | +2,190+46.1% | Added |
| Cary Street Partner Investment Advisory LLC | 7,005 | $728.1K | 0.03% | +196+2.9% | Added |
| Vident Advisory, LLC | 7,074 | $735.3K | 0.02% | +1,049+17.4% | Added |
| Summit Trail Advisors, LLC | 7,099 | $737.9K | 0.02% | −1,088−13.3% | Reduced |
| Kingsview Wealth Management, LLC | 7,102 | $738.2K | 0.02% | +820+13.1% | Added |
| Prudential PLC | 7,109 | $738.9K | 0.00% | −24,406−77.4% | Reduced |
| J.W. Cole Advisors, Inc. | 7,142 | $742.4K | 0.03% | +744+11.6% | Added |
| Werlinich Asset Management, LLC | 7,155 | $743.7K | 0.43% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,159 | $744.1K | 0.02% | −105−1.4% | Reduced |
| Ar Asset Management Inc | 7,200 | $748.0K | 0.17% | 00.0% | Unchanged |
| Empowered Funds, LLC | 7,286 | $757.3K | 0.01% | +668+10.1% | Added |
| Ci Investments Inc. | 7,298 | $759.0K | 0.00% | +471+6.9% | Added |
| Romano Brothers and Company | 7,384 | $767.5K | 0.10% | 00.0% | Unchanged |
| Chicago Capital, LLC | 7,393 | $768.4K | 0.02% | +160+2.2% | Added |
| Virtu Financial LLC | 7,402 | $769.0K | 0.04% | −492−6.2% | Reduced |
| Stratos Wealth Partners, LTD. | 7,417 | $770.9K | 0.01% | −531−6.7% | Reduced |
| Curated Wealth Partners LLC | 7,488 | $778.3K | 0.10% | −10.0% | Reduced |
| Eastern Bank | 7,498 | $779.3K | 0.01% | +7,498 | New |
| Daymark Wealth Partners, LLC | 7,515 | $781.1K | 0.03% | +80+1.1% | Added |
| Johnson Investment Counsel Inc | 7,521 | $781.7K | 0.01% | −2,468−24.7% | Reduced |
| Groupama Asset Managment | 9,428 | $786.7K | 0.02% | +132+1.4% | Added |
| Pring Turner Capital Group Inc | 7,575 | $787.3K | 0.50% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,765 | $807.1K | 0.01% | −826−9.6% | Reduced |
| V-Square Quantitative Management LLC | 7,769 | $807.5K | 0.12% | +1,003+14.8% | Added |
| TD Private Client Wealth LLC | 7,826 | $813.4K | 0.02% | −143−1.8% | Reduced |
| Baldwin Investment Management, LLC | 7,857 | $816.7K | 0.10% | 00.0% | Unchanged |
| Vestcor Inc | 7,875 | $819.0K | 0.03% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 7,921 | $823.3K | 0.03% | −357−4.3% | Reduced |
| Panagora Asset Management Inc | 7,962 | $827.6K | 0.00% | −10−0.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,063 | $838.1K | 0.22% | −8,059−50.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 8,119 | $843.9K | 0.09% | −95−1.2% | Reduced |
| DF Dent & Co Inc | 8,241 | $856.6K | 0.01% | +2,012+32.3% | Added |
| Meeder Advisory Services, Inc. | 8,269 | $859.4K | 0.06% | +386+4.9% | Added |
| Lido Advisors, LLC | 8,272 | $859.8K | 0.01% | +500+6.4% | Added |
| Glenview Trust Co | 8,395 | $872.6K | 0.02% | −175−2.0% | Reduced |
| Sit Investment Associates Inc | 8,415 | $875.0K | 0.02% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 8,500 | $883.0K | 0.06% | −125−1.4% | Reduced |
| Ninety One North America, Inc. | 8,510 | $884.5K | 0.06% | +8,510 | New |
| Cypress Capital Group | 8,573 | $891.1K | 0.10% | −33−0.4% | Reduced |
| FineMark National Bank & Trust | 8,651 | $899.2K | 0.03% | 00.0% | Unchanged |
| Field & Main Bank | 8,883 | $923.3K | 0.33% | −242−2.7% | Reduced |
| Holowesko Partners Ltd. | 9,000 | $935.5K | 0.49% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 9,063 | $942.0K | 0.46% | −326−3.5% | Reduced |