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 |
|---|---|---|---|---|---|
| Guinness Atkinson Asset Management Inc | 9,063 | $942.0K | 0.46% | −326−3.5% | Reduced |
| Holowesko Partners Ltd. | 9,000 | $935.5K | 0.49% | 00.0% | Unchanged |
| Field & Main Bank | 8,883 | $923.3K | 0.33% | −242−2.7% | Reduced |
| FineMark National Bank & Trust | 8,651 | $899.2K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Group | 8,573 | $891.1K | 0.10% | −33−0.4% | Reduced |
| Ninety One North America, Inc. | 8,510 | $884.5K | 0.06% | +8,510 | New |
| Lee Danner & Bass Inc | 8,500 | $883.0K | 0.06% | −125−1.4% | Reduced |
| Sit Investment Associates Inc | 8,415 | $875.0K | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 8,395 | $872.6K | 0.02% | −175−2.0% | Reduced |
| Lido Advisors, LLC | 8,272 | $859.8K | 0.01% | +500+6.4% | Added |
| Meeder Advisory Services, Inc. | 8,269 | $859.4K | 0.06% | +386+4.9% | Added |
| DF Dent & Co Inc | 8,241 | $856.6K | 0.01% | +2,012+32.3% | Added |
| Marble Harbor Investment Counsel, LLC | 8,119 | $843.9K | 0.09% | −95−1.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,063 | $838.1K | 0.22% | −8,059−50.0% | Reduced |
| Panagora Asset Management Inc | 7,962 | $827.6K | 0.00% | −10−0.1% | Reduced |
| Bleakley Financial Group, LLC | 7,921 | $823.3K | 0.03% | −357−4.3% | Reduced |
| Vestcor Inc | 7,875 | $819.0K | 0.03% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 7,857 | $816.7K | 0.10% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,826 | $813.4K | 0.02% | −143−1.8% | Reduced |
| V-Square Quantitative Management LLC | 7,769 | $807.5K | 0.12% | +1,003+14.8% | Added |
| Integrated Wealth Concepts LLC | 7,765 | $807.1K | 0.01% | −826−9.6% | Reduced |
| Pring Turner Capital Group Inc | 7,575 | $787.3K | 0.50% | 00.0% | Unchanged |
| Groupama Asset Managment | 9,428 | $786.7K | 0.02% | +132+1.4% | Added |
| Johnson Investment Counsel Inc | 7,521 | $781.7K | 0.01% | −2,468−24.7% | Reduced |
| Daymark Wealth Partners, LLC | 7,515 | $781.1K | 0.03% | +80+1.1% | Added |
| Eastern Bank | 7,498 | $779.3K | 0.01% | +7,498 | New |
| Curated Wealth Partners LLC | 7,488 | $778.3K | 0.10% | −10.0% | Reduced |
| Stratos Wealth Partners, LTD. | 7,417 | $770.9K | 0.01% | −531−6.7% | Reduced |
| Virtu Financial LLC | 7,402 | $769.0K | 0.04% | −492−6.2% | Reduced |
| Chicago Capital, LLC | 7,393 | $768.4K | 0.02% | +160+2.2% | Added |
| Romano Brothers and Company | 7,384 | $767.5K | 0.10% | 00.0% | Unchanged |
| Ci Investments Inc. | 7,298 | $759.0K | 0.00% | +471+6.9% | Added |
| Empowered Funds, LLC | 7,286 | $757.3K | 0.01% | +668+10.1% | Added |
| Ar Asset Management Inc | 7,200 | $748.0K | 0.17% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,159 | $744.1K | 0.02% | −105−1.4% | Reduced |
| Werlinich Asset Management, LLC | 7,155 | $743.7K | 0.43% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 7,142 | $742.4K | 0.03% | +744+11.6% | Added |
| Prudential PLC | 7,109 | $738.9K | 0.00% | −24,406−77.4% | Reduced |
| Kingsview Wealth Management, LLC | 7,102 | $738.2K | 0.02% | +820+13.1% | Added |
| Summit Trail Advisors, LLC | 7,099 | $737.9K | 0.02% | −1,088−13.3% | Reduced |
| Vident Advisory, LLC | 7,074 | $735.3K | 0.02% | +1,049+17.4% | Added |
| Cary Street Partner Investment Advisory LLC | 7,005 | $728.1K | 0.03% | +196+2.9% | Added |
| Fullerton Fund Management Co Ltd. | 6,938 | $721.1K | 0.03% | +2,190+46.1% | Added |
| Dorsey & Whitney Trust CO LLC | 6,831 | $710.0K | 0.04% | +4,377+178.4% | Added |
| Williams Jones Wealth Management, LLC. | 6,826 | $709.5K | 0.01% | −1,174−14.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,781 | $704.8K | 0.03% | +370+5.8% | Added |
| Diversified Trust Co | 6,773 | $704.0K | 0.02% | +1,825+36.9% | Added |
| Curbstone Financial Management Corp | 6,746 | $701.2K | 0.15% | −72−1.1% | Reduced |
| Agf Management Ltd | 6,743 | $700.9K | 0.00% | +6,743 | New |
| Waterford Advisors, LLC | 6,690 | $695.4K | 0.35% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,667 | $694.0K | 0.02% | −4−0.1% | Reduced |
| ELCO Management Co., LLC | 6,675 | $693.8K | 0.37% | −262−3.8% | Reduced |
| Westhampton Capital, LLC | 6,587 | $684.7K | 0.35% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6,570 | $682.8K | 0.02% | −959−12.7% | Reduced |
| Landscape Capital Management, L.L.C. | 6,508 | $676.4K | 0.07% | +6,508 | New |
| NorthRock Partners, LLC | 6,471 | $672.6K | 0.02% | −157−2.4% | Reduced |
| EP Wealth Advisors, LLC | 6,407 | $666.0K | 0.01% | +428+7.2% | Added |
| Larson Financial Group LLC | 6,395 | $664.7K | 0.04% | +2,230+53.5% | Added |
| Auto-Owners Insurance Co | 6,393 | $664.5K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 6,376 | $662.7K | 0.09% | −913−12.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 6,363 | $661.4K | 0.01% | +227+3.7% | Added |
| Simmons Bank | 6,349 | $659.9K | 0.05% | −110−1.7% | Reduced |
| ICW Investment Advisors LLC | 6,329 | $657.9K | 0.27% | +82+1.3% | Added |
| Sentry Investment Management LLC | 6,300 | $655.0K | 0.28% | +187+3.1% | Added |
| Axq Capital, LP | 6,274 | $652.1K | 0.20% | +6,274 | New |
| Diversify Wealth Management, LLC | 6,280 | $646.0K | 0.06% | +717+12.9% | Added |
| Campbell & CO Investment Adviser LLC | 6,202 | $644.6K | 0.05% | +2,698+77.0% | Added |
| Means Investment Co., Inc. | 6,189 | $643.3K | 0.07% | 00.0% | Unchanged |
| Quest Partners LLC | 6,187 | $643.1K | 0.06% | −5,384−46.5% | Reduced |
| Wedmont Private Capital | 6,101 | $634.6K | 0.04% | −390−6.0% | Reduced |
| Meridian Management Co | 6,104 | $634.5K | 0.16% | −20−0.3% | Reduced |
| Central Trust Co | 6,103 | $634.3K | 0.01% | −1,279−17.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,103 | $634.3K | 0.06% | +758+14.2% | Added |
| Soltis Investment Advisors LLC | 6,092 | $633.2K | 0.06% | +4+0.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,035 | $627.3K | 0.06% | −472−7.3% | Reduced |
| Ahl Investment Management, Inc. | 5,942 | $617.6K | 0.43% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,921 | $615.4K | 0.05% | −170−2.8% | Reduced |
| Allred Capital Management, LLC | 5,911 | $614.4K | 0.24% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,849 | $608.0K | 0.01% | −8,508−59.3% | Reduced |
| Silver Oak Securities, Inc | 5,881 | $597.2K | 0.06% | +710+13.7% | Added |
| Garrison Point Advisors, LLC | 5,745 | $597.1K | 0.37% | 00.0% | Unchanged |
| Holderness Investments Co | 5,739 | $596.5K | 0.13% | −47−0.8% | Reduced |
| Quotient Wealth Partners, LLC | 5,699 | $592.4K | 0.02% | −174−3.0% | Reduced |
| Moneta Group Investment Advisors LLC | 5,673 | $589.6K | 0.01% | −59−1.0% | Reduced |
| Grimes & Company, Inc. | 5,633 | $585.4K | 0.02% | +413+7.9% | Added |
| Bull Street Advisors, LLC | 5,632 | $585.0K | 0.27% | −13−0.2% | Reduced |
| Montag A & Associates Inc | 5,616 | $583.8K | 0.03% | −29−0.5% | Reduced |
| Ingalls & Snyder LLC | 5,578 | $580.0K | 0.02% | −25−0.4% | Reduced |
| LGT Group Foundation | 5,516 | $578.1K | 0.01% | +210+4.0% | Added |
| Moody National Bank Trust Division | 5,550 | $576.9K | 0.06% | +870+18.6% | Added |
| Wendell David Associates Inc | 5,519 | $574.0K | 0.05% | −440−7.4% | Reduced |
| Optas, LLC | 5,522 | $574.0K | 0.13% | +118+2.2% | Added |
| IHT Wealth Management, LLC | 5,464 | $567.8K | 0.02% | +935+20.6% | Added |
| Wetherby Asset Management Inc | 5,439 | $565.3K | 0.03% | −645−10.6% | Reduced |
| GAMMA Investing LLC | 5,390 | $560.2K | 0.06% | −25−0.5% | Reduced |
| Jones Financial Companies LLLP | 5,315 | $554.8K | 0.00% | +2,169+68.9% | Added |
| Investment Advisory Services Inc | 5,303 | $551.2K | 0.19% | −256−4.6% | Reduced |
| Freestone Capital Holdings, LLC | 5,300 | $550.9K | 0.02% | +19+0.4% | Added |
| Acadian Asset Management LLC | 5,302 | $550.0K | 0.00% | −8,033−60.2% | Reduced |
| Ballentine Partners, LLC | 5,251 | $545.8K | 0.01% | −1,506−22.3% | Reduced |