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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.

Institutional holdersQ3 2024: 1,200 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ3 2024: $37.4B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$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
InstitutionSharesValue% of portfolioChange in sharesAction
Arrowstreet Capital, Limited Partnership0$00.00%−341,793−100.0%Sold out
Natixis0$00.00%−291,277−100.0%Sold out
Jane Street Group, LLC0$00.00%−242,814−100.0%Sold out
Vaughan Nelson Investment Management, L.P.0$00.00%−101,998−100.0%Sold out
Trexquant Investment LP0$00.00%−54,614−100.0%Sold out
HRT Financial LP0$00.00%−46,000−100.0%Sold out
D L Carlson Investment Group Inc0$00.00%−31,001−100.0%Sold out
Sciencast Management LP0$00.00%−22,846−100.0%Sold out
Engineers Gate Manager LP0$00.00%−22,123−100.0%Sold out
Pearl River Capital, LLC0$00.00%−15,644−100.0%Sold out
K.J. Harrison & Partners Inc0$00.00%−13,000−100.0%Sold out
Appian Way Asset Management LP0$00.00%−10,300−100.0%Sold out
Oak Thistle LLC0$00.00%−9,888−100.0%Sold out
Simplicity Wealth,LLC0$00.00%−8,278−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−8,225−100.0%Sold out
MQS Management LLC0$00.00%−6,809−100.0%Sold out
Amussen Hunsaker Associates LLC0$00.00%−6,849−100.0%Sold out
Laurion Capital Management LP0$00.00%−6,728−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−5,963−100.0%Sold out
Nomura Holdings Inc0$00.00%−5,849−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−5,200−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−4,700−100.0%Sold out
Shayne & Co., LLC0$00.00%−4,601−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−4,093−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−4,077−100.0%Sold out
Bridgewater Associates, LP0$00.00%−3,992−100.0%Sold out
Boston Private Wealth LLC0$00.00%−3,965−100.0%Sold out
Symmetry Partners, LLC0$00.00%−3,524−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−3,248−100.0%Sold out
Jump Financial, LLC0$00.00%−2,992−100.0%Sold out
Quadrature Capital Ltd0$00.00%−2,896−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−2,615−100.0%Sold out
WBI Investments0$00.00%−2,369−100.0%Sold out
Natixis Investment Managers International0$00.00%−2,365−100.0%Sold out
Maven Securities LTD0$00.00%−2,245−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−2,174−100.0%Sold out
Transatlantique Private Wealth LLC0$00.00%−41,109−100.0%Sold out
Kessler Investment Group, LLC0$00.00%−1,487−100.0%Sold out
Crewe Advisors LLC0$00.00%−1,473−100.0%Sold out
nVerses Capital, LLC0$00.00%−1,100−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−1,045−100.0%Sold out
RFP Financial Group LLC0$00.00%−800−100.0%Sold out
Group One Trading, L.P.0$00.00%−777−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−740−100.0%Sold out
Register Financial Advisors LLC0$00.00%−580−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−507−100.0%Sold out
Orion Capital Management LLC0$00.00%−375−100.0%Sold out
Laffer Tengler Investments0$00.00%−335−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−303−100.0%Sold out
Camelot Portfolios, LLC0$00.00%−300−100.0%Sold out
Kelly Financial Services LLC0$00.00%−268−100.0%Sold out
Family Firm, Inc.0$00.00%−201−100.0%Sold out
Gradient Investments LLC0$00.00%−136−100.0%Sold out
1832 Asset Management L.P.0$00.00%−114−100.0%Sold out
Tyler-Stone Wealth Management0$00.00%−86−100.0%Sold out
Wetzel Investment Advisors, Inc.0$00.00%−75−100.0%Sold out
Creekmur Asset Management LLC0$00.00%−64−100.0%Sold out
BBJS Financial Advisors, LLC0$00.00%−60−100.0%Sold out
Central Bank & Trust Co0$00.00%−58−100.0%Sold out
Westside Investment Management, Inc.0$00.00%−50−100.0%Sold out
Lummis Asset Management, LP0$00.00%−50−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−45−100.0%Sold out
SOA Wealth Advisors, LLC.0$00.00%−40−100.0%Sold out
Princeton Global Asset Management LLC0$00.00%−36−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−25−100.0%Sold out
Twin Lakes Capital Management, LLC0$00.00%−23−100.0%Sold out
Planning Capital Management Corp0$00.00%−17−100.0%Sold out
Spectrum Wealth Counsel, LLC0$00.00%−16−100.0%Sold out
Chris Bulman Inc0$00.00%−15−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−13−100.0%Sold out
Fairway Wealth LLC0$00.00%−10−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−2−100.0%Sold out
BlackRock Inc.––––Not filed
Ofi Invest Asset Management––––Not filed
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Bank Pictet & Cie (Asia) Ltd––––Not filed
Abbrea Capital, LLC––––Not filed
Farmers National Bank––––Not filed
Institutional & Family Asset Management, LLC––––Not filed
Gratus Capital LLC––––Not filed
Hall Capital Management Co Inc––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
JJJ Advisors Inc.––––Not filed
Bradley & Co. Private Wealth Management, LLC––––Not filed
Sofos Investments, Inc.––––Not filed