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 |
|---|---|---|---|---|---|
| Thurston, Springer, Miller, Herd & Titak, Inc. | 492 | $51.2K | 0.01% | −25−4.8% | Reduced |
| Assetmark, Inc | 476 | $49.5K | 0.00% | +402+543.2% | Added |
| Capital Advisors, Ltd. LLC | 473 | $49.0K | 0.01% | 00.0% | Unchanged |
| Maia Wealth LLC | 450 | $46.8K | 0.01% | +450 | New |
| First Command Advisory Services, Inc. | 448 | $46.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 446 | $46.4K | 0.00% | −17−3.7% | Reduced |
| SRS Capital Advisors, Inc. | 427 | $44.4K | 0.00% | −35−7.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 424 | $44.1K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 411 | $42.7K | 0.02% | −25−5.7% | Reduced |
| Financial Network Wealth Advisors LLC | 408 | $42.4K | 0.04% | +8+2.0% | Added |
| Claris Advisors, LLC | 407 | $42.3K | 0.02% | +407 | New |
| Beach Investment Counsel Inc | 400 | $42.0K | 0.01% | −291−42.1% | Reduced |
| Chesapeake Asset Management LLC | 402 | $41.8K | 0.04% | +5+1.3% | Added |
| Wellington Shields Capital Management, LLC | 400 | $41.6K | 0.01% | −166−29.3% | Reduced |
| Accent Capital Management, LLC | 400 | $41.6K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $41.6K | 0.01% | 00.0% | Unchanged |
| Motco | 399 | $41.5K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 397 | $41.3K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 396 | $41.2K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 395 | $41.1K | 0.02% | +1+0.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 389 | $40.4K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 372 | $38.6K | 0.01% | +372 | New |
| Continuum Advisory, LLC | 381 | $38.0K | 0.00% | +3+0.8% | Added |
| Paladin Advisory Group, LLC | 353 | $36.7K | 0.03% | 00.0% | Unchanged |
| Bray Capital Advisors | 350 | $36.4K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 350 | $36.4K | 0.01% | +350 | New |
| Cornerstone Planning Group LLC | 357 | $36.2K | 0.01% | −5−1.4% | Reduced |
| Missouri Trust & Investment Co | 345 | $35.9K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 336 | $34.9K | 0.02% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 331 | $34.4K | 0.01% | +331 | New |
| Oakworth Capital, Inc. | 330 | $34.3K | 0.00% | +6+1.9% | Added |
| First United Bank Trust | 325 | $33.8K | 0.01% | −432−57.1% | Reduced |
| Atticus Wealth Management, LLC | 322 | $33.5K | 0.01% | −2−0.6% | Reduced |
| Prestige Wealth Management Group LLC | 322 | $33.5K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 320 | $33.3K | 0.01% | +50+18.5% | Added |
| Hemington Wealth Management | 341 | $33.0K | 0.01% | +341 | New |
| Intelligent Financial Strategies | 316 | $32.8K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 300 | $31.2K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 300 | $31.2K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 301 | $31.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 295 | $30.7K | 0.01% | +50+20.4% | Added |
| Golden State Equity Partners | 295 | $30.7K | 0.00% | +295 | New |
| CNB Bank | 292 | $30.4K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 291 | $30.2K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 314 | $30.2K | 0.02% | −12−3.7% | Reduced |
| Venturi Wealth Management, LLC | 287 | $29.8K | 0.00% | −423−59.6% | Reduced |
| Ashton Thomas Securities, LLC | 281 | $29.2K | 0.01% | +281 | New |
| Northwest Investment Counselors, LLC | 272 | $28.3K | 0.01% | +272 | New |
| Costello Asset Management, INC | 262 | $27.2K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 250 | $26.0K | 0.00% | −8−3.1% | Reduced |
| Osterweis Capital Management Inc | 250 | $26.0K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $26.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 250 | $26.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 250 | $26.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 242 | $25.2K | 0.02% | +242 | New |
| NBC Securities, Inc. | 248 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 235 | $24.4K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 235 | $24.4K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 232 | $24.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 227 | $23.6K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 227 | $23.6K | 0.00% | +18+8.6% | Added |
| Newbridge Financial Services Group, Inc. | 221 | $23.0K | 0.01% | +171+342.0% | Added |
| Tompkins Financial Corp | 217 | $22.6K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 212 | $22.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 208 | $21.6K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 206 | $21.4K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 203 | $21.1K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 198 | $21.0K | 0.00% | +23+13.1% | Added |
| Armstrong Advisory Group, Inc | 201 | $20.9K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $20.8K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $20.8K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 198 | $20.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 198 | $20.6K | 0.00% | +9+4.8% | Added |
| Castleview Partners, LLC | 197 | $20.5K | 0.01% | +14+7.7% | Added |
| Planned Solutions, Inc. | 186 | $19.3K | 0.01% | +186 | New |
| AdvisorNet Financial, Inc | 183 | $19.0K | 0.00% | +4+2.2% | Added |
| Accordant Advisory Group Inc | 181 | $18.8K | 0.01% | +56+44.8% | Added |
| Northwest Financial Advisors | 181 | $18.8K | 0.01% | +181 | New |
| Financial Perspectives, Inc | 180 | $18.7K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 180 | $18.7K | 0.01% | +180 | New |
| Cedar Mountain Advisors, LLC | 173 | $18.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 179 | $17.8K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 167 | $17.4K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 163 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 162 | $16.8K | 0.00% | −125−43.6% | Reduced |
| Versant Capital Management, Inc | 154 | $16.0K | 0.00% | −215−58.3% | Reduced |
| Annapolis Financial Services, LLC | 151 | $15.7K | 0.00% | +1+0.7% | Added |
| Sound Income Strategies, LLC | 151 | $15.7K | 0.00% | −87−36.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 150 | $15.6K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 154 | $15.4K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 144 | $15.0K | 0.01% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 140 | $14.6K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 139 | $14.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 138 | $14.4K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 134 | $13.9K | 0.00% | −30−18.3% | Reduced |
| Tortoise Investment Management, LLC | 125 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 122 | $12.7K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 122 | $12.7K | 0.00% | +57+87.7% | Added |
| Sittner & Nelson, LLC | 118 | $12.3K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 117 | $12.0K | 0.01% | +21+21.9% | Added |