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 |
|---|---|---|---|---|---|
| Capital Planning Advisors, LLC | 1,931 | $200.7K | 0.03% | −312−13.9% | Reduced |
| Bath Savings Trust Co | 1,930 | $200.6K | 0.02% | +1,930 | New |
| Townsend & Associates, Inc | 1,950 | $200.6K | 0.02% | +1,950 | New |
| Mairs & Power Inc | 1,928 | $200.4K | 0.00% | +1,928 | New |
| Grove Bank & Trust | 1,878 | $195.2K | 0.03% | +35+1.9% | Added |
| North Star Investment Management Corp. | 1,831 | $190.3K | 0.01% | +100+5.8% | Added |
| Broadwater Capital Management LLC | 1,822 | $189.4K | 0.14% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,772 | $184.2K | 0.00% | +1,772 | New |
| First Financial Corp | 1,699 | $176.6K | 0.08% | 00.0% | Unchanged |
| Proequities, Inc. | 1,674 | $174.0K | 0.01% | −56−3.2% | Reduced |
| Smithfield Trust Co | 1,660 | $173.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,655 | $172.0K | 0.02% | −7−0.4% | Reduced |
| Values First Advisors, Inc. | 1,654 | $171.9K | 0.09% | +1,654 | New |
| Webster Bank, N. A. | 1,654 | $171.9K | 0.02% | −200−10.8% | Reduced |
| GeoWealth Management, LLC | 1,651 | $171.6K | 0.01% | −169−9.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,649 | $171.4K | 0.09% | −100−5.7% | Reduced |
| Farther Finance Advisors, LLC | 1,619 | $168.3K | 0.01% | +64+4.1% | Added |
| Bank of New Hampshire | 1,565 | $162.7K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,540 | $160.1K | 0.01% | +48+3.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,531 | $159.0K | 0.06% | −100−6.1% | Reduced |
| Smartleaf Asset Management LLC | 1,506 | $157.3K | 0.02% | +822+120.2% | Added |
| Resources Management Corp | 1,480 | $154.0K | 0.02% | +1,154+354.0% | Added |
| Acropolis Investment Management, LLC | 1,439 | $149.6K | 0.01% | −26−1.8% | Reduced |
| Exchange Traded Concepts, LLC | 1,398 | $145.3K | 0.00% | +1,281+1,094.9% | Added |
| Plante Moran Financial Advisors, LLC | 1,385 | $144.0K | 0.01% | +1,134+451.8% | Added |
| Caldwell Sutter Capital, Inc. | 1,366 | $142.0K | 0.07% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,366 | $142.0K | 0.01% | +48+3.6% | Added |
| AllSquare Wealth Management LLC | 1,350 | $140.3K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,338 | $139.3K | 0.01% | −21−1.5% | Reduced |
| Geneos Wealth Management Inc. | 1,329 | $138.1K | 0.01% | +221+19.9% | Added |
| Goodman Advisory Group, LLC | 1,265 | $131.5K | 0.04% | −6,580−83.9% | Reduced |
| Stephenson National Bank & Trust | 1,261 | $131.1K | 0.04% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,250 | $129.9K | 0.03% | +1,250 | New |
| CVA Family Office, LLC | 1,246 | $129.5K | 0.02% | −60−4.6% | Reduced |
| Cromwell Holdings LLC | 1,216 | $126.4K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $124.7K | 0.06% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,172 | $121.8K | 0.01% | −23−1.9% | Reduced |
| Estabrook Capital Management | 1,146 | $119.1K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,103 | $114.6K | 0.00% | −102−8.5% | Reduced |
| Covestor Ltd | 1,086 | $113.0K | 0.07% | −3−0.3% | Reduced |
| Ulland Investment Advisors, LLC | 1,071 | $111.0K | 0.08% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,041 | $108.2K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,029 | $107.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,003 | $104.3K | 0.02% | +3+0.3% | Added |
| FinTrust Capital Advisors, LLC | 989 | $102.8K | 0.02% | +47+5.0% | Added |
| Skopos Labs, Inc. | 986 | $102.5K | 0.03% | +986 | New |
| Uncommon Cents Investing LLC | 978 | $101.7K | 0.03% | +978 | New |
| Gen-Wealth Partners Inc | 1,025 | $100.7K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 961 | $99.9K | 0.01% | −36−3.6% | Reduced |
| Hanson & Doremus Investment Management | 947 | $98.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 907 | $94.3K | 0.00% | −63−6.5% | Reduced |
| Independence Bank of Kentucky | 901 | $93.7K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 892 | $93.0K | 0.03% | +800+869.6% | Added |
| Parkside Financial Bank & Trust | 885 | $92.0K | 0.01% | −100−10.2% | Reduced |
| Piscataqua Savings Bank | 857 | $89.1K | 0.08% | 00.0% | Unchanged |
| Leonteq Securities AG | 851 | $88.5K | 0.01% | −379−30.8% | Reduced |
| Eagle Bay Advisors LLC | 837 | $86.9K | 0.03% | −8−0.9% | Reduced |
| Baldwin Brothers Inc | 834 | $86.7K | 0.01% | +259+45.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 833 | $86.6K | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 822 | $85.4K | 0.01% | −50−5.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 822 | $85.0K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 800 | $83.1K | 0.00% | 00.0% | Unchanged |
| Ossiam | 767 | $79.7K | 0.00% | −18−2.3% | Reduced |
| Center for Financial Planning, Inc. | 752 | $78.2K | 0.01% | −68−8.3% | Reduced |
| City State Bank | 748 | $77.7K | 0.03% | −17−2.2% | Reduced |
| Pacifica Partners Inc. | 741 | $77.0K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 729 | $75.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 724 | $75.3K | 0.01% | −5−0.7% | Reduced |
| Capital Analysts, LLC | 717 | $75.0K | 0.00% | +2+0.3% | Added |
| Bellevue Asset Management, LLC | 716 | $74.4K | 0.04% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 712 | $74.0K | 0.06% | −49−6.4% | Reduced |
| Rise Advisors, LLC | 712 | $74.0K | 0.04% | +3+0.4% | Added |
| CoreCap Advisors, LLC | 710 | $73.8K | 0.00% | −53−6.9% | Reduced |
| M&R Capital Management Inc | 704 | $73.2K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 702 | $72.9K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 700 | $72.8K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 699 | $72.7K | 0.03% | −33−4.5% | Reduced |
| Intact Investment Management Inc. | 690 | $71.7K | 0.00% | +690 | New |
| Hoertkorn Richard Charles | 682 | $70.9K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 675 | $70.2K | 0.06% | 00.0% | Unchanged |
| Oakmont Corp | 705 | $70.1K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 650 | $67.6K | 0.02% | −340−34.3% | Reduced |
| Acima Private Wealth, LLC | 650 | $67.6K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 637 | $66.2K | 0.00% | −52−7.5% | Reduced |
| Key Financial Inc | 635 | $66.0K | 0.01% | +5+0.8% | Added |
| CoreFirst Bank & Trust | 623 | $64.8K | 0.04% | +623 | New |
| Bullock Wealth Management Group | 622 | $64.6K | 0.04% | −1−0.2% | Reduced |
| Coppell Advisory Solutions LLC | 599 | $62.6K | 0.01% | −15−2.4% | Reduced |
| Cypress Capital Management LLC (WY) | 600 | $62.4K | 0.07% | 00.0% | Unchanged |
| Monetary Management Group Inc | 596 | $61.9K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 575 | $59.8K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 563 | $58.5K | 0.02% | +2+0.4% | Added |
| JNBA Financial Advisors | 553 | $57.5K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 536 | $55.7K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 519 | $53.9K | 0.00% | −189−26.7% | Reduced |
| Hilltop National Bank | 518 | $53.8K | 0.02% | −15−2.8% | Reduced |
| Beacon Capital Management, LLC | 516 | $53.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 507 | $52.7K | 0.01% | +70+16.0% | Added |
| Carolina Wealth Advisors, LLC | 506 | $52.6K | 0.03% | +506 | New |
| Jackson, Grant Investment Advisers, Inc. | 498 | $51.7K | 0.02% | +2+0.4% | Added |