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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 17,903 | $1.86M | 0.05% | −80.0% | Reduced |
| CWM, LLC | 17,727 | $1.84M | 0.01% | +181+1.0% | Added |
| Dearborn Partners LLC | 17,636 | $1.83M | 0.07% | 00.0% | Unchanged |
| FORA Capital, LLC | 17,464 | $1.82M | 0.21% | −3,500−16.7% | Reduced |
| Pinnacle Associates Ltd | 20,120 | $1.80M | 0.03% | +1,788+9.8% | Added |
| Paloma Partners Management Co | 17,237 | $1.79M | 0.10% | +6,672+63.2% | Added |
| Public Sector Pension Investment Board | 16,971 | $1.76M | 0.01% | −181,900−91.5% | Reduced |
| Perigon Wealth Management, LLC | 16,696 | $1.74M | 0.05% | −43−0.3% | Reduced |
| Norinchukin Bank, The | 16,567 | $1.72M | 0.04% | +2,215+15.4% | Added |
| Investment Research & Advisory Group, Inc. | 16,560 | $1.72M | 0.73% | −1,808−9.8% | Reduced |
| Ieq Capital, LLC | 16,485 | $1.71M | 0.02% | +1,161+7.6% | Added |
| NEOS Investment Management LLC | 16,428 | $1.71M | 0.05% | +1,605+10.8% | Added |
| Sterling Capital Management LLC | 16,056 | $1.67M | 0.02% | +16,056 | New |
| Principal Securities, Inc. | 15,736 | $1.64M | 0.04% | +2,248+16.7% | Added |
| Tufton Capital Management | 15,727 | $1.63M | 0.31% | −125−0.8% | Reduced |
| E. Ohman J:or Asset Management AB | 15,700 | $1.63M | 0.04% | −2,250−12.5% | Reduced |
| American National Bank | 15,652 | $1.63M | 0.19% | −280−1.8% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.62M | 2.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 15,518 | $1.61M | 0.02% | +5,030+48.0% | Added |
| Lazard Asset Management LLC | 15,338 | $1.59M | 0.00% | −12,268−44.4% | Reduced |
| Redwood Investment Management, LLC | 15,027 | $1.57M | 0.14% | +593+4.1% | Added |
| Trivant Custom Portfolio Group, LLC | 14,987 | $1.56M | 0.90% | −7,930−34.6% | Reduced |
| Tiaa Trust, National Association | 14,938 | $1.55M | 0.00% | −134,397−90.0% | Reduced |
| Bessemer Group Inc | 14,869 | $1.55M | 0.00% | −157−1.0% | Reduced |
| Hartford Funds Management Co LLC | 14,815 | $1.54M | 0.14% | +330+2.3% | Added |
| BKD Wealth Advisors, LLC | 14,632 | $1.52M | 0.03% | −1,194−7.5% | Reduced |
| Systematic Alpha Investments, LLC | 14,610 | $1.52M | 0.06% | −4,000−21.5% | Reduced |
| Private Trust Co NA | 14,480 | $1.51M | 0.15% | +1,477+11.4% | Added |
| Park Avenue Securities LLC | 14,435 | $1.50M | 0.02% | −496−3.3% | Reduced |
| Triangle Securities Wealth Management | 14,406 | $1.50M | 0.39% | −292−2.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 14,258 | $1.48M | 0.09% | −272−1.9% | Reduced |
| Argent Trust Co | 14,250 | $1.48M | 0.06% | +745+5.5% | Added |
| Empirical Finance, LLC | 14,216 | $1.48M | 0.09% | +276+2.0% | Added |
| Synovus Financial Corp | 14,124 | $1.47M | 0.02% | +77+0.5% | Added |
| Beacon Pointe Advisors, LLC | 14,109 | $1.47M | 0.02% | −234−1.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 14,000 | $1.45M | 0.26% | −1,000−6.7% | Reduced |
| Davenport & Co LLC | 13,976 | $1.45M | 0.01% | +1,454+11.6% | Added |
| Trust Co of Vermont | 13,693 | $1.42M | 0.07% | −225−1.6% | Reduced |
| Walleye Capital LLC | 13,685 | $1.42M | 0.02% | +8,683+173.6% | Added |
| D.A. Davidson & Co. | 13,490 | $1.40M | 0.01% | +681+5.3% | Added |
| Investment Management Corp of Ontario | 13,408 | $1.39M | 0.03% | +4,500+50.5% | Added |
| Bryn Mawr Trust Co | 13,329 | $1.39M | 0.02% | +9,979+297.9% | Added |
| Whittier Trust Co | 13,136 | $1.37M | 0.02% | −74−0.6% | Reduced |
| Parsons Capital Management Inc | 13,091 | $1.36M | 0.09% | −75−0.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.35M | 0.16% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 12,995 | $1.35M | 0.07% | −53−0.4% | Reduced |
| Metis Global Partners, LLC | 12,843 | $1.33M | 0.04% | +92+0.7% | Added |
| Vinva Investment Management Ltd | 12,701 | $1.33M | 0.06% | −17,783−58.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,694 | $1.32M | 0.03% | −173−1.3% | Reduced |
| Woodstock Corp | 12,560 | $1.31M | 0.13% | −74−0.6% | Reduced |
| Pensionfund Sabic | 12,500 | $1.30M | 0.41% | −2,500−16.7% | Reduced |
| Hartford Financial Management Inc. | 12,496 | $1.30M | 0.27% | −99−0.8% | Reduced |
| Ironwood Investment Management LLC | 12,404 | $1.29M | 0.63% | +16+0.1% | Added |
| Dash Acquisitions Inc. | 12,648 | $1.28M | 0.31% | +513+4.2% | Added |
| Resources Investment Advisors, LLC. | 12,215 | $1.27M | 0.01% | −1,114−8.4% | Reduced |
| Swiss Life Asset Management Ltd | 12,073 | $1.25M | 0.01% | −3,348−21.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,859 | $1.23M | 0.09% | −1,182−9.1% | Reduced |
| Rossmore Private Capital | 11,726 | $1.22M | 0.15% | −20.0% | Reduced |
| Lafayette Investments, Inc. | 11,608 | $1.21M | 0.25% | +982+9.2% | Added |
| Neville Rodie & Shaw Inc | 11,558 | $1.20M | 0.09% | −50−0.4% | Reduced |
| Paradigm Asset Management Co LLC | 11,500 | $1.20M | 0.31% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 11,426 | $1.19M | 0.01% | +1,981+21.0% | Added |
| Principle Wealth Partners LLC | 11,402 | $1.19M | 0.08% | +228+2.0% | Added |
| Bollard Group LLC | 11,238 | $1.17M | 0.03% | +27+0.2% | Added |
| Raymond James Trust N.A. | 11,109 | $1.15M | 0.03% | −179−1.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,084 | $1.15M | 0.04% | −10.0% | Reduced |
| Ellevest, Inc. | 11,071 | $1.15M | 0.06% | −2,491−18.4% | Reduced |
| Tower Research Capital LLC (TRC) | 10,863 | $1.13M | 0.03% | −17,667−61.9% | Reduced |
| Atria Investments LLC | 10,845 | $1.13M | 0.01% | −241−2.2% | Reduced |
| Clearstead Advisors, LLC | 10,792 | $1.12M | 0.02% | +206+1.9% | Added |
| Snowden Capital Advisors LLC | 10,748 | $1.12M | 0.03% | +1,381+14.7% | Added |
| Bridges Investment Management Inc | 10,716 | $1.11M | 0.02% | +26+0.2% | Added |
| HighPoint Advisor Group LLC | 10,837 | $1.08M | 0.06% | +705+7.0% | Added |
| La Banque Postale Asset Management SA | 10,290 | $1.07M | 0.02% | −543−5.0% | Reduced |
| Vontobel Holding Ltd. | 10,260 | $1.07M | 0.00% | +151+1.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,240 | $1.06M | 0.09% | +10,240 | New |
| Bartlett & Co. Wealth Management LLC | 10,200 | $1.06M | 0.02% | −479−4.5% | Reduced |
| Greenleaf Trust | 10,148 | $1.05M | 0.01% | −326−3.1% | Reduced |
| Fox Run Management, L.L.C. | 10,118 | $1.05M | 0.23% | +4,364+75.8% | Added |
| Merit Financial Group, LLC | 10,096 | $1.05M | 0.02% | −278−2.7% | Reduced |
| Canal Insurance CO | 10,000 | $1.04M | 0.24% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 9,993 | $1.04M | 0.05% | +314+3.2% | Added |
| Monarch Capital Management Inc | 9,887 | $1.03M | 0.28% | −175−1.7% | Reduced |
| Burney Co | 9,854 | $1.02M | 0.04% | −70−0.7% | Reduced |
| Birch Hill Investment Advisors LLC | 9,787 | $1.02M | 0.05% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 9,744 | $1.01M | 0.14% | −89−0.9% | Reduced |
| Veriti Management LLC | 9,712 | $1.01M | 0.05% | −2,525−20.6% | Reduced |
| Applied Finance Capital Management, LLC | 9,694 | $1.01M | 0.04% | +111+1.2% | Added |
| Compass Wealth Management LLC | 9,665 | $1.00M | 0.24% | −443−4.4% | Reduced |
| IMA Wealth, Inc. | 9,570 | $994.7K | 0.22% | +164+1.7% | Added |
| Guggenheim Capital LLC | 9,564 | $994.1K | 0.01% | −4,455−31.8% | Reduced |
| Shell Asset Management Co | 9,437 | $981.0K | 0.04% | +9,437 | New |
| Oppenheimer & Co Inc | 9,363 | $973.2K | 0.01% | −380−3.9% | Reduced |
| Amica Retiree Medical Trust | 9,339 | $971.0K | 0.81% | +9,339 | New |
| Home Federal Bank of Tennessee | 9,331 | $969.9K | 0.28% | +400+4.5% | Added |
| Parallel Advisors, LLC | 9,283 | $964.9K | 0.02% | −158−1.7% | Reduced |
| Salem Investment Counselors Inc | 9,190 | $955.2K | 0.03% | +87+1.0% | Added |
| Advisors Asset Management, Inc. | 9,173 | $953.4K | 0.02% | +318+3.6% | Added |
| GWM Advisors LLC | 9,139 | $949.9K | 0.01% | +43+0.5% | Added |
| Kestra Private Wealth Services, LLC | 9,065 | $942.2K | 0.02% | +208+2.3% | Added |