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