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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 9,065 | $942.2K | 0.02% | +208+2.3% | Added |
| GWM Advisors LLC | 9,139 | $949.9K | 0.01% | +43+0.5% | Added |
| Advisors Asset Management, Inc. | 9,173 | $953.4K | 0.02% | +318+3.6% | Added |
| Salem Investment Counselors Inc | 9,190 | $955.2K | 0.03% | +87+1.0% | Added |
| Parallel Advisors, LLC | 9,283 | $964.9K | 0.02% | −158−1.7% | Reduced |
| Home Federal Bank of Tennessee | 9,331 | $969.9K | 0.28% | +400+4.5% | Added |
| Amica Retiree Medical Trust | 9,339 | $971.0K | 0.81% | +9,339 | New |
| Oppenheimer & Co Inc | 9,363 | $973.2K | 0.01% | −380−3.9% | Reduced |
| Shell Asset Management Co | 9,437 | $981.0K | 0.04% | +9,437 | New |
| Guggenheim Capital LLC | 9,564 | $994.1K | 0.01% | −4,455−31.8% | Reduced |
| IMA Wealth, Inc. | 9,570 | $994.7K | 0.22% | +164+1.7% | Added |
| Compass Wealth Management LLC | 9,665 | $1.00M | 0.24% | −443−4.4% | Reduced |
| Applied Finance Capital Management, LLC | 9,694 | $1.01M | 0.04% | +111+1.2% | Added |
| Veriti Management LLC | 9,712 | $1.01M | 0.05% | −2,525−20.6% | Reduced |
| Trust Co of Toledo NA | 9,744 | $1.01M | 0.14% | −89−0.9% | Reduced |
| Birch Hill Investment Advisors LLC | 9,787 | $1.02M | 0.05% | 00.0% | Unchanged |
| Burney Co | 9,854 | $1.02M | 0.04% | −70−0.7% | Reduced |
| Monarch Capital Management Inc | 9,887 | $1.03M | 0.28% | −175−1.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,993 | $1.04M | 0.05% | +314+3.2% | Added |
| Canal Insurance CO | 10,000 | $1.04M | 0.24% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,096 | $1.05M | 0.02% | −278−2.7% | Reduced |
| Fox Run Management, L.L.C. | 10,118 | $1.05M | 0.23% | +4,364+75.8% | Added |
| Greenleaf Trust | 10,148 | $1.05M | 0.01% | −326−3.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,200 | $1.06M | 0.02% | −479−4.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,240 | $1.06M | 0.09% | +10,240 | New |
| Vontobel Holding Ltd. | 10,260 | $1.07M | 0.00% | +151+1.5% | Added |
| La Banque Postale Asset Management SA | 10,290 | $1.07M | 0.02% | −543−5.0% | Reduced |
| HighPoint Advisor Group LLC | 10,837 | $1.08M | 0.06% | +705+7.0% | Added |
| Bridges Investment Management Inc | 10,716 | $1.11M | 0.02% | +26+0.2% | Added |
| Snowden Capital Advisors LLC | 10,748 | $1.12M | 0.03% | +1,381+14.7% | Added |
| Clearstead Advisors, LLC | 10,792 | $1.12M | 0.02% | +206+1.9% | Added |
| Atria Investments LLC | 10,845 | $1.13M | 0.01% | −241−2.2% | Reduced |
| Tower Research Capital LLC (TRC) | 10,863 | $1.13M | 0.03% | −17,667−61.9% | Reduced |
| Ellevest, Inc. | 11,071 | $1.15M | 0.06% | −2,491−18.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,084 | $1.15M | 0.04% | −10.0% | Reduced |
| Raymond James Trust N.A. | 11,109 | $1.15M | 0.03% | −179−1.6% | Reduced |
| Bollard Group LLC | 11,238 | $1.17M | 0.03% | +27+0.2% | Added |
| Principle Wealth Partners LLC | 11,402 | $1.19M | 0.08% | +228+2.0% | Added |
| Sequoia Financial Advisors, LLC | 11,426 | $1.19M | 0.01% | +1,981+21.0% | Added |
| Paradigm Asset Management Co LLC | 11,500 | $1.20M | 0.31% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 11,558 | $1.20M | 0.09% | −50−0.4% | Reduced |
| Lafayette Investments, Inc. | 11,608 | $1.21M | 0.25% | +982+9.2% | Added |
| Rossmore Private Capital | 11,726 | $1.22M | 0.15% | −20.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,859 | $1.23M | 0.09% | −1,182−9.1% | Reduced |
| Swiss Life Asset Management Ltd | 12,073 | $1.25M | 0.01% | −3,348−21.7% | Reduced |
| Resources Investment Advisors, LLC. | 12,215 | $1.27M | 0.01% | −1,114−8.4% | Reduced |
| Dash Acquisitions Inc. | 12,648 | $1.28M | 0.31% | +513+4.2% | Added |
| Ironwood Investment Management LLC | 12,404 | $1.29M | 0.63% | +16+0.1% | Added |
| Hartford Financial Management Inc. | 12,496 | $1.30M | 0.27% | −99−0.8% | Reduced |
| Pensionfund Sabic | 12,500 | $1.30M | 0.41% | −2,500−16.7% | Reduced |
| Woodstock Corp | 12,560 | $1.31M | 0.13% | −74−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,694 | $1.32M | 0.03% | −173−1.3% | Reduced |
| Vinva Investment Management Ltd | 12,701 | $1.33M | 0.06% | −17,783−58.3% | Reduced |
| Metis Global Partners, LLC | 12,843 | $1.33M | 0.04% | +92+0.7% | Added |
| Goelzer Investment Management, Inc. | 12,995 | $1.35M | 0.07% | −53−0.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.35M | 0.16% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 13,091 | $1.36M | 0.09% | −75−0.6% | Reduced |
| Whittier Trust Co | 13,136 | $1.37M | 0.02% | −74−0.6% | Reduced |
| Bryn Mawr Trust Co | 13,329 | $1.39M | 0.02% | +9,979+297.9% | Added |
| Investment Management Corp of Ontario | 13,408 | $1.39M | 0.03% | +4,500+50.5% | Added |
| D.A. Davidson & Co. | 13,490 | $1.40M | 0.01% | +681+5.3% | Added |
| Walleye Capital LLC | 13,685 | $1.42M | 0.02% | +8,683+173.6% | Added |
| Trust Co of Vermont | 13,693 | $1.42M | 0.07% | −225−1.6% | Reduced |
| Davenport & Co LLC | 13,976 | $1.45M | 0.01% | +1,454+11.6% | Added |
| Arthur M. Cohen & Associates, LLC | 14,000 | $1.45M | 0.26% | −1,000−6.7% | Reduced |
| Beacon Pointe Advisors, LLC | 14,109 | $1.47M | 0.02% | −234−1.6% | Reduced |
| Synovus Financial Corp | 14,124 | $1.47M | 0.02% | +77+0.5% | Added |
| Empirical Finance, LLC | 14,216 | $1.48M | 0.09% | +276+2.0% | Added |
| Argent Trust Co | 14,250 | $1.48M | 0.06% | +745+5.5% | Added |
| Moody Lynn & Lieberson, LLC | 14,258 | $1.48M | 0.09% | −272−1.9% | Reduced |
| Triangle Securities Wealth Management | 14,406 | $1.50M | 0.39% | −292−2.0% | Reduced |
| Park Avenue Securities LLC | 14,435 | $1.50M | 0.02% | −496−3.3% | Reduced |
| Private Trust Co NA | 14,480 | $1.51M | 0.15% | +1,477+11.4% | Added |
| Systematic Alpha Investments, LLC | 14,610 | $1.52M | 0.06% | −4,000−21.5% | Reduced |
| BKD Wealth Advisors, LLC | 14,632 | $1.52M | 0.03% | −1,194−7.5% | Reduced |
| Hartford Funds Management Co LLC | 14,815 | $1.54M | 0.14% | +330+2.3% | Added |
| Bessemer Group Inc | 14,869 | $1.55M | 0.00% | −157−1.0% | Reduced |
| Tiaa Trust, National Association | 14,938 | $1.55M | 0.00% | −134,397−90.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 14,987 | $1.56M | 0.90% | −7,930−34.6% | Reduced |
| Redwood Investment Management, LLC | 15,027 | $1.57M | 0.14% | +593+4.1% | Added |
| Lazard Asset Management LLC | 15,338 | $1.59M | 0.00% | −12,268−44.4% | Reduced |
| HB Wealth Management, LLC | 15,518 | $1.61M | 0.02% | +5,030+48.0% | Added |
| Shelter Ins Retirement Plan | 16,000 | $1.62M | 2.00% | 00.0% | Unchanged |
| American National Bank | 15,652 | $1.63M | 0.19% | −280−1.8% | Reduced |
| E. Ohman J:or Asset Management AB | 15,700 | $1.63M | 0.04% | −2,250−12.5% | Reduced |
| Tufton Capital Management | 15,727 | $1.63M | 0.31% | −125−0.8% | Reduced |
| Principal Securities, Inc. | 15,736 | $1.64M | 0.04% | +2,248+16.7% | Added |
| Sterling Capital Management LLC | 16,056 | $1.67M | 0.02% | +16,056 | New |
| NEOS Investment Management LLC | 16,428 | $1.71M | 0.05% | +1,605+10.8% | Added |
| Ieq Capital, LLC | 16,485 | $1.71M | 0.02% | +1,161+7.6% | Added |
| Investment Research & Advisory Group, Inc. | 16,560 | $1.72M | 0.73% | −1,808−9.8% | Reduced |
| Norinchukin Bank, The | 16,567 | $1.72M | 0.04% | +2,215+15.4% | Added |
| Perigon Wealth Management, LLC | 16,696 | $1.74M | 0.05% | −43−0.3% | Reduced |
| Public Sector Pension Investment Board | 16,971 | $1.76M | 0.01% | −181,900−91.5% | Reduced |
| Paloma Partners Management Co | 17,237 | $1.79M | 0.10% | +6,672+63.2% | Added |
| Pinnacle Associates Ltd | 20,120 | $1.80M | 0.03% | +1,788+9.8% | Added |
| FORA Capital, LLC | 17,464 | $1.82M | 0.21% | −3,500−16.7% | Reduced |
| Dearborn Partners LLC | 17,636 | $1.83M | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 17,727 | $1.84M | 0.01% | +181+1.0% | Added |
| Whittier Trust Co of Nevada Inc | 17,903 | $1.86M | 0.05% | −80.0% | Reduced |