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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 17,917 | $1.86M | 0.14% | +17,917 | New |
| Zurich Insurance Group Ltd | 18,200 | $1.89M | 0.02% | 00.0% | Unchanged |
| Snider Financial Group | 18,358 | $1.91M | 0.70% | +1,931+11.8% | Added |
| Fifth Third Bancorp | 18,403 | $1.91M | 0.01% | −723−3.8% | Reduced |
| Essex Financial Services, Inc. | 18,686 | $1.92M | 0.14% | −775−4.0% | Reduced |
| RSM US Wealth Management LLC | 18,698 | $1.94M | 0.03% | +750+4.2% | Added |
| Kestra Advisory Services, LLC | 18,811 | $1.96M | 0.01% | −1,246−6.2% | Reduced |
| International Assets Investment Management, LLC | 207,168 | $1.99M | 0.01% | +205,427+11,799.4% | Added |
| Sage Capital Management, LLC | 19,292 | $2.01M | 0.96% | +19,292 | New |
| Allspring Global Investments Holdings, LLC | 19,519 | $2.03M | 0.00% | −3,836−16.4% | Reduced |
| Huntington National Bank | 19,577 | $2.03M | 0.01% | +699+3.7% | Added |
| New Mexico Educational Retirement Board | 19,808 | $2.06M | 0.07% | −800−3.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,816 | $2.06M | 0.02% | −47,283−70.5% | Reduced |
| Selway Asset Management | 20,021 | $2.08M | 0.81% | +150+0.8% | Added |
| NBT Bank N A | 20,241 | $2.10M | 0.14% | −447−2.2% | Reduced |
| Everence Capital Management Inc | 20,480 | $2.13M | 0.13% | −4,950−19.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,500 | $2.13M | 1.10% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 20,600 | $2.14M | 0.23% | +20,600 | New |
| Steward Partners Investment Advisory, LLC | 20,796 | $2.16M | 0.02% | −22−0.1% | Reduced |
| Private Advisor Group, LLC | 20,813 | $2.16M | 0.01% | −1,510−6.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,192 | $2.20M | 0.06% | +2,252+11.9% | Added |
| Dodge & Cox | 21,810 | $2.27M | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 21,988 | $2.29M | 0.10% | −178−0.8% | Reduced |
| Tocqueville Asset Management L.P. | 22,057 | $2.29M | 0.04% | −75−0.3% | Reduced |
| Securian Asset Management, Inc | 22,153 | $2.30M | 0.07% | −1,095−4.7% | Reduced |
| Symmetry Investments LP | 22,458 | $2.33M | 0.50% | +22,458 | New |
| Louisiana State Employees Retirement System | 22,600 | $2.35M | 0.04% | −300−1.3% | Reduced |
| Sanctuary Advisors, LLC | 23,223 | $2.35M | 0.01% | +737+3.3% | Added |
| D. E. Shaw & Co., Inc. | 22,666 | $2.36M | 0.00% | −5,511−19.6% | Reduced |
| Plato Investment Management Ltd | 22,745 | $2.36M | 0.19% | 00.0% | Unchanged |
| Colony Group, LLC | 22,771 | $2.37M | 0.01% | −2,026−8.2% | Reduced |
| GTS Securities LLC | 22,816 | $2.37M | 0.05% | +15,017+192.6% | Added |
| Rakuten Investment Management, Inc. | 22,925 | $2.39M | 0.01% | +5,694+33.0% | Added |
| Sandy Spring Bank | 23,064 | $2.40M | 0.10% | −2,340−9.2% | Reduced |
| Maryland State Retirement & Pension System | 23,070 | $2.40M | 0.05% | −8,410−26.7% | Reduced |
| Liontrust Investment Partners LLP | 25,018 | $2.41M | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 23,370 | $2.43M | 0.01% | +1,442+6.6% | Added |
| YHB Investment Advisors, Inc. | 23,417 | $2.43M | 0.20% | −42−0.2% | Reduced |
| Rockland Trust Co | 23,430 | $2.44M | 0.12% | +2,287+10.8% | Added |
| Jefferies Financial Group Inc. | 23,523 | $2.44M | 0.04% | −11,340−32.5% | Reduced |
| Boston Financial Mangement LLC | 23,552 | $2.45M | 0.07% | +2,008+9.3% | Added |
| AMG National Trust Bank | 23,732 | $2.47M | 0.07% | −6,679−22.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 28,114 | $2.49M | 0.02% | +8,093+40.4% | Added |
| Letson Investment Management, Inc. | 24,370 | $2.53M | 0.99% | +689+2.9% | Added |
| Crossmark Global Holdings, Inc. | 24,433 | $2.54M | 0.05% | +292+1.2% | Added |
| JB Capital LLC | 24,491 | $2.55M | 0.15% | +43+0.2% | Added |
| Heritage Investors Management Corp | 24,587 | $2.56M | 0.09% | −150−0.6% | Reduced |
| Blair William & Co | 24,843 | $2.58M | 0.01% | +299+1.2% | Added |
| Seven Eight Capital, LP | 24,921 | $2.59M | 0.23% | +24,921 | New |
| Hartford Investment Management Co | 25,134 | $2.61M | 0.09% | −703−2.7% | Reduced |
| Close Asset Management Ltd | 25,147 | $2.61M | 0.08% | −2,891−10.3% | Reduced |
| Silvercrest Asset Management Group LLC | 25,330 | $2.63M | 0.02% | −845−3.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 44,735 | $2.63M | 0.01% | +11,811+35.9% | Added |
| Okabena Investment Services Inc | 25,550 | $2.66M | 0.75% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 25,780 | $2.68M | 0.25% | −2,058−7.4% | Reduced |
| Mizuho Securities USA LLC | 25,974 | $2.70M | 0.06% | −5,203−16.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,576 | $2.76M | 0.01% | +810+3.1% | Added |
| Northwestern Mutual Wealth Management Co | 26,602 | $2.76M | 0.00% | −33,825−56.0% | Reduced |
| Savant Capital, LLC | 26,694 | $2.77M | 0.02% | +7,981+42.6% | Added |
| Liberty Capital Management, Inc. | 26,742 | $2.78M | 0.62% | +58+0.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 26,944 | $2.80M | 0.46% | −178−0.7% | Reduced |
| Intech Investment Management LLC | 27,366 | $2.84M | 0.03% | −4,131−13.1% | Reduced |
| Evercore Wealth Management, LLC | 27,472 | $2.86M | 0.04% | −240−0.9% | Reduced |
| Kentucky Retirement Systems | 27,905 | $2.90M | 0.09% | −2,563−8.4% | Reduced |
| LRI Investments, LLC | 29,158 | $2.91M | 0.28% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 28,165 | $2.93M | 0.02% | +2,257+8.7% | Added |
| IMC-Chicago, LLC | 28,666 | $2.98M | 0.09% | +28,666 | New |
| M. Kraus & Co | 29,157 | $3.03M | 0.89% | −885−2.9% | Reduced |
| Cohen Klingenstein LLC | 29,307 | $3.05M | 0.11% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 29,833 | $3.10M | 0.08% | −1,428−4.6% | Reduced |
| Louisbourg Investments Inc. | 35,833 | $3.11M | 0.79% | +400+1.1% | Added |
| Two Sigma Investments, LP | 30,139 | $3.13M | 0.01% | −35,761−54.3% | Reduced |
| Abn Amro Investment Solutions | 30,184 | $3.14M | 0.05% | +1,048+3.6% | Added |
| Quantinno Capital Management LP | 30,205 | $3.14M | 0.04% | −2,526−7.7% | Reduced |
| Shelter Mutual Insurance Co | 31,200 | $3.15M | 0.75% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 30,305 | $3.15M | 0.02% | +138+0.5% | Added |
| Teachers Retirement System of the State of Kentucky | 30,400 | $3.16M | 0.03% | −2,157−6.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,098 | $3.23M | 0.01% | −585−1.8% | Reduced |
| Baird Financial Group, Inc. | 31,161 | $3.24M | 0.01% | −5,682−15.4% | Reduced |
| Threadgill Financial, LLC | 32,046 | $3.33M | 1.98% | +32,046 | New |
| CIBC World Markets Inc. | 32,296 | $3.36M | 0.01% | −387−1.2% | Reduced |
| Toroso Investments, LLC | 32,445 | $3.37M | 0.04% | +4,172+14.8% | Added |
| Circle Wealth Management, LLC | 32,510 | $3.38M | 0.07% | 00.0% | Unchanged |
| Roundview Capital LLC | 33,176 | $3.45M | 0.25% | +450+1.4% | Added |
| Rafferty Asset Management, LLC | 33,587 | $3.49M | 0.01% | −1,262−3.6% | Reduced |
| Eventide Asset Management, LLC | 33,664 | $3.50M | 0.06% | +3,187+10.5% | Added |
| Seascape Capital Management | 33,859 | $3.52M | 1.25% | −482−1.4% | Reduced |
| Oregon Public Employees Retirement Fund | 34,327 | $3.57M | 0.07% | −390−1.1% | Reduced |
| Winton Group Ltd | 34,461 | $3.58M | 0.25% | +34,461 | New |
| Wesbanco Bank Inc | 34,675 | $3.60M | 0.12% | +1,262+3.8% | Added |
| Cresset Asset Management, LLC | 34,745 | $3.61M | 0.01% | −2,113−5.7% | Reduced |
| Marshall Wace, LLP | 34,801 | $3.62M | 0.00% | +34,801 | New |
| O'Shaughnessy Asset Management, LLC | 34,850 | $3.67M | 0.03% | −1,257−3.5% | Reduced |
| ING Groep NV | 35,570 | $3.70M | 0.02% | −18,837−34.6% | Reduced |
| Elo Mutual Pension Insurance Co | 35,691 | $3.71M | 0.08% | +746+2.1% | Added |
| BDF-Gestion | 30,268 | $3.73M | 0.61% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 38,404 | $3.80M | 0.29% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 36,612 | $3.81M | 0.01% | +2,825+8.4% | Added |
| JustInvest LLC | 36,660 | $3.81M | 0.06% | −887−2.4% | Reduced |
| Richard Bernstein Advisors LLC | 36,961 | $3.84M | 0.08% | 00.0% | Unchanged |