Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2024: 1,200 institutions

Value heldQ3 2024: $37.4B

Institutions holding OTIS and their total value by quarter
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.

Institutions holding OTIS in Q3 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Sunbelt Securities, Inc.	115	$12.0K	0.00%	+49+74.2%	Added
Raelipskie Partnership	114	$11.8K	0.01%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	114	$11.8K	0.01%	+21+22.6%	Added
DecisionPoint Financial, LLC	110	$11.4K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	110	$11.4K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	109	$11.3K	0.00%	+9+9.0%	Added
Global X Japan Co., Ltd.	108	$11.2K	0.00%	+108	New
Transcendent Capital Group LLC	106	$11.0K	0.01%	00.0%	Unchanged
CKW Financial Group	102	$11.0K	0.00%	00.0%	Unchanged
PrairieView Partners, LLC	113	$11.0K	0.00%	00.0%	Unchanged
Householder Group Estate & Retirement Specialist, LLC	107	$11.0K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	105	$10.9K	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	105	$10.9K	0.00%	00.0%	Unchanged
First Personal Financial Services	100	$10.4K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	100	$10.4K	0.00%	+6+6.4%	Added
BOK Financial Private Wealth, Inc.	100	$10.4K	0.00%	+100	New
First PREMIER Bank	100	$10.0K	0.00%	00.0%	Unchanged
Coastline Trust Co	90	$9.36K	0.00%	+90	New
Tucker Asset Management LLC	87	$9.04K	0.00%	−4,180−98.0%	Reduced
Oarsman Capital, Inc.	87	$9.04K	0.00%	+87	New
Park Place Capital Corp	86	$8.94K	0.00%	−41−32.3%	Reduced
Aspire Private Capital, LLC	86	$8.94K	0.00%	00.0%	Unchanged
MCF Advisors LLC	83	$8.63K	0.00%	−121−59.3%	Reduced
Dunhill Financial, LLC	82	$8.56K	0.00%	+42+105.0%	Added
Front Row Advisors LLC	80	$8.31K	0.00%	−174−68.5%	Reduced
Itau Unibanco Holding S.A.	77	$8.00K	0.00%	+77	New
ORG Partners LLC	75	$7.79K	0.00%	00.0%	Unchanged
Abound Wealth Management	72	$7.52K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	72	$7.48K	0.00%	00.0%	Unchanged
Breakwater Investment Management	72	$7.48K	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	71	$7.38K	0.00%	−199−73.7%	Reduced
Mowery & Schoenfeld Wealth Management, LLC	70	$7.28K	0.01%	00.0%	Unchanged
WR Wealth Planners, LLC	70	$7.28K	0.00%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	70	$7.28K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	69	$7.17K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	67	$6.96K	0.00%	00.0%	Unchanged
Main Street Group, LTD	62	$6.44K	0.00%	00.0%	Unchanged
MidAtlantic Capital Management, Inc.	60	$6.24K	0.00%	00.0%	Unchanged
Syntax Research, Inc.	59	$6.13K	0.00%	00.0%	Unchanged
Harel Insurance Investments & Financial Services Ltd.	55	$6.00K	0.00%	00.0%	Unchanged
Tower View Investment Management & Research LLC	58	$6.00K	0.00%	00.0%	Unchanged
FSA Wealth Management LLC	57	$5.96K	0.00%	+57	New
Glass Jacobson Investment Advisors llc	55	$5.76K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	55	$5.72K	0.00%	00.0%	Unchanged
Gilliland Jeter Wealth Management LLC	52	$5.41K	0.00%	00.0%	Unchanged
Peoples Financial Services Corp.	50	$5.20K	0.00%	00.0%	Unchanged
McMahon Financial Advisors, LLC	49	$5.09K	0.00%	00.0%	Unchanged
Avion Wealth	55	$5.00K	0.00%	−10−15.4%	Reduced
Financial Gravity Companies, Inc.	48	$4.99K	0.00%	+48	New
Salomon & Ludwin, LLC	46	$4.78K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	45	$4.68K	0.00%	00.0%	Unchanged
Hoey Investments, Inc	46	$4.43K	0.00%	00.0%	Unchanged
Jaffetilchin Investment Partners, LLC	42	$4.34K	0.00%	+42	New
Quarry LP	40	$4.16K	0.00%	−1,961−98.0%	Reduced
Fortis Group Advisors, LLC	38	$3.95K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	30	$3.12K	0.00%	+27+900.0%	Added
DHJJ Financial Advisors, Ltd.	29	$3.02K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	29	$3.02K	0.00%	+1+3.6%	Added
Financial Freedom, LLC	28	$2.88K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	27	$2.81K	0.00%	00.0%	Unchanged
PFS Partners, LLC	26	$2.74K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	25	$2.60K	0.00%	00.0%	Unchanged
Chilton Capital Management LLC	24	$2.50K	0.00%	−100−80.6%	Reduced
Clear Point Advisors Inc.	24	$2.50K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	23	$2.39K	0.00%	+23	New
Globeflex Capital L P	22	$2.29K	0.00%	+22	New
Battery Global Advisors, LLC	22	$2.29K	0.00%	+22	New
Signature Resources Capital Management, LLC	21	$2.18K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	20	$2.08K	0.00%	−3−13.0%	Reduced
TD Capital Management LLC	20	$2.08K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	20	$2.00K	0.00%	−60−75.0%	Reduced
Ogorek Anthony Joseph	23	$2.00K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	19	$1.98K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	18	$1.87K	0.00%	+9+100.0%	Added
Valued Wealth Advisors LLC	17	$1.77K	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	16	$1.62K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	15	$1.56K	0.00%	00.0%	Unchanged
Atlas Capital Advisors LLC	14	$1.46K	0.00%	−1,350−99.0%	Reduced
Bogart Wealth, LLC	14	$1.46K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	14	$1.46K	0.00%	00.0%	Unchanged
Guardian Wealth Management, Inc.	13	$1.35K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	12	$1.25K	0.00%	00.0%	Unchanged
Fairscale Capital, LLC	12	$1.25K	0.00%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	12	$1.25K	0.00%	00.0%	Unchanged
Partnership Wealth Management, LLC	12	$1.21K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	12	$1.00K	0.00%	−78−86.7%	Reduced
1620 Investment Advisors, Inc.	9	$941	0.00%	−8−47.1%	Reduced
New Millennium Group LLC	9	$935	0.00%	00.0%	Unchanged
Copley Financial Group, Inc.	9	$935	0.00%	+9	New
Fairman Group, LLC	8	$832	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	6	$576	0.00%	00.0%	Unchanged
NVWM, LLC	5	$520	0.00%	−10−66.7%	Reduced
Wolff Wiese Magana LLC	5	$520	0.00%	00.0%	Unchanged
Livelsberger Financial Advisory	4	$432	0.01%	+4	New
Voisard Asset Management Group, Inc.	4	$416	0.00%	+4	New
MeadowBrook Investment Advisors LLC	2	$208	0.00%	00.0%	Unchanged
PSI Advisors, LLC	2	$208	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	2	$208	0.00%	+2	New
HBC Financial Services, PLLC	7	$0	0.00%	00.0%	Unchanged
Evolution Advisers, Inc.	4	$0	0.00%	00.0%	Unchanged