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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 5,225 | $543.1K | 0.01% | +359+7.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,356 | $536.7K | 0.00% | +1,857+74.3% | Added |
| Valley Brook Capital Group | 5,115 | $531.7K | 0.38% | −100−1.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,110 | $531.1K | 0.02% | +176+3.6% | Added |
| Diversify Advisory Services, LLC | 5,136 | $528.9K | 0.03% | −807−13.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,087 | $528.7K | 0.01% | −60−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 5,046 | $524.4K | 0.01% | −2,147−29.8% | Reduced |
| Checchi Capital Advisers, LLC | 5,034 | $523.2K | 0.04% | +152+3.1% | Added |
| Moors & Cabot, Inc. | 4,993 | $519.0K | 0.03% | +21+0.4% | Added |
| Signaturefd, LLC | 4,983 | $517.9K | 0.01% | −458−8.4% | Reduced |
| Everett Harris & Co | 4,967 | $516.3K | 0.01% | +300+6.4% | Added |
| Busey Wealth Management | 4,951 | $514.6K | 0.02% | +185+3.9% | Added |
| Stephens Inc | 4,950 | $514.5K | 0.01% | −99−2.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,944 | $513.9K | 0.01% | +2,795+130.1% | Added |
| Archer Investment Corp | 4,263 | $512.0K | 0.14% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,917 | $511.1K | 0.02% | −1,583−24.4% | Reduced |
| Baker Avenue Asset Management, LP | 4,884 | $507.6K | 0.02% | +4,884 | New |
| Prime Capital Investment Advisors, LLC | 4,859 | $505.1K | 0.01% | −198−3.9% | Reduced |
| ISAM Funds (UK) Ltd | 4,843 | $503.4K | 0.29% | −5,024−50.9% | Reduced |
| Umb Bank N A | 4,792 | $498.1K | 0.01% | −299−5.9% | Reduced |
| Radnor Capital Management, LLC | 4,776 | $496.0K | 0.07% | +224+4.9% | Added |
| Verdence Capital Advisors LLC | 4,753 | $494.1K | 0.04% | +40+0.8% | Added |
| Caxton Associates LP | 4,749 | $493.6K | 0.02% | +4,749 | New |
| Zions Bancorporation, N.A. | 4,732 | $491.8K | 0.04% | −128−2.6% | Reduced |
| Aull & Monroe Investment Management Corp | 4,725 | $491.1K | 0.23% | −195−4.0% | Reduced |
| Valeo Financial Advisors, LLC | 4,716 | $490.2K | 0.01% | −16−0.3% | Reduced |
| Trust Co of Virginia | 4,696 | $488.1K | 0.04% | −54−1.1% | Reduced |
| CAPROCK Group, Inc. | 4,661 | $484.5K | 0.02% | −1,118−19.3% | Reduced |
| Aptus Capital Advisors, LLC | 4,645 | $482.8K | 0.01% | +1,073+30.0% | Added |
| City Holding Co | 4,644 | $482.7K | 0.07% | +817+21.3% | Added |
| Geller Advisors LLC | 4,640 | $482.3K | 0.03% | −48−1.0% | Reduced |
| Sovereign Financial Group, Inc. | 4,629 | $481.1K | 0.11% | −59−1.3% | Reduced |
| Philadelphia Trust Co | 4,624 | $481.0K | 0.03% | −2,804−37.7% | Reduced |
| Waldron Private Wealth LLC | 4,612 | $479.3K | 0.02% | +349+8.2% | Added |
| Wedbush Securities Inc | 4,601 | $478.0K | 0.02% | +48+1.1% | Added |
| TD Waterhouse Canada Inc. | 4,591 | $476.2K | 0.00% | −649−12.4% | Reduced |
| Choate Investment Advisors | 4,574 | $475.4K | 0.01% | −137−2.9% | Reduced |
| Core Wealth Partners LLC | 4,570 | $475.0K | 0.29% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,566 | $474.6K | 0.04% | −31−0.7% | Reduced |
| Charter Trust Co | 4,544 | $472.3K | 0.03% | −300−6.2% | Reduced |
| Excalibur Management Corp | 4,536 | $471.5K | 0.18% | −191−4.0% | Reduced |
| Mirova | 4,505 | $468.3K | 0.08% | 00.0% | Unchanged |
| Gabelli Funds LLC | 4,500 | $467.7K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 4,492 | $466.9K | 0.00% | −223,963−98.0% | Reduced |
| DRW Securities, LLC | 4,492 | $466.9K | 0.03% | +4,492 | New |
| Qtron Investments LLC | 4,478 | $465.4K | 0.06% | −10,180−69.5% | Reduced |
| Beck Mack & Oliver LLC | 4,472 | $464.8K | 0.01% | −75−1.6% | Reduced |
| Allworth Financial LP | 4,470 | $464.7K | 0.00% | +38+0.9% | Added |
| Exencial Wealth Advisors, LLC | 4,464 | $464.0K | 0.02% | +27+0.6% | Added |
| 1st Source Bank | 4,429 | $460.4K | 0.03% | −114−2.5% | Reduced |
| Pitcairn Co | 4,420 | $459.4K | 0.03% | −1,107−20.0% | Reduced |
| Forte Capital LLC | 4,413 | $458.7K | 0.05% | −17−0.4% | Reduced |
| Mutual Advisors, LLC | 4,467 | $457.8K | 0.01% | −869−16.3% | Reduced |
| Caldwell Trust Co | 4,337 | $450.8K | 0.05% | −75−1.7% | Reduced |
| Pointe Capital Management LLC | 4,326 | $449.6K | 0.26% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,306 | $447.6K | 0.03% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $446.9K | 0.13% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 4,288 | $445.7K | 0.08% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,250 | $443.8K | 0.01% | +4,250 | New |
| Fifth Third Wealth Advisors LLC | 4,254 | $442.2K | 0.03% | +20+0.5% | Added |
| Schnieders Capital Management LLC | 4,213 | $437.9K | 0.08% | +69+1.7% | Added |
| Boston Trust Walden Corp | 4,198 | $436.3K | 0.00% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 4,175 | $433.9K | 0.15% | −768−15.5% | Reduced |
| First Horizon Advisors, Inc. | 4,164 | $432.9K | 0.01% | +24+0.6% | Added |
| Cigna Investments Inc | 4,162 | $432.0K | 0.08% | −88−2.1% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,152 | $431.6K | 0.11% | +10+0.2% | Added |
| Graypoint LLC | 4,115 | $427.7K | 0.03% | −104−2.5% | Reduced |
| Fiduciary Group LLC | 4,086 | $424.7K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,057 | $421.7K | 0.01% | −198−4.7% | Reduced |
| iA Global Asset Management Inc. | 4,013 | $417.0K | 0.01% | −6,820−63.0% | Reduced |
| Knollwood Investment Advisory, LLC | 4,008 | $416.6K | 0.04% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 4,006 | $416.3K | 0.41% | −98−2.4% | Reduced |
| BSW Wealth Partners | 3,987 | $414.4K | 0.06% | +918+29.9% | Added |
| Invesco, LLC | 3,983 | $414.0K | 0.17% | −25−0.6% | Reduced |
| Atwood & Palmer Inc | 3,975 | $413.2K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,972 | $412.9K | 0.03% | −195−4.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,938 | $409.4K | 0.03% | +86+2.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,930 | $408.5K | 0.01% | −23,000−85.4% | Reduced |
| Headinvest, LLC | 3,888 | $404.1K | 0.07% | −993−20.3% | Reduced |
| Kinneret Advisory, LLC | 3,843 | $399.4K | 0.04% | −50−1.3% | Reduced |
| GYL Financial Synergies, LLC | 3,815 | $396.5K | 0.03% | −13−0.3% | Reduced |
| HBK Sorce Advisory LLC | 3,804 | $395.4K | 0.01% | −268−6.6% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,776 | $392.5K | 0.33% | 00.0% | Unchanged |
| First Western Trust Bank | 3,770 | $391.9K | 0.02% | −5−0.1% | Reduced |
| CX Institutional | 3,749 | $389.6K | 0.02% | +47+1.3% | Added |
| Rothschild Investment LLC | 3,733 | $388.0K | 0.03% | −120−3.1% | Reduced |
| Foster & Motley Inc | 3,734 | $388.0K | 0.02% | +29+0.8% | Added |
| Gamco Investors, Inc. Et Al | 3,720 | $386.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3,685 | $384.3K | 0.01% | −480−11.5% | Reduced |
| Concurrent Investment Advisors, LLC | 3,697 | $384.3K | 0.01% | +83+2.3% | Added |
| QSV Equity Investors LLC | 3,695 | $384.1K | 0.36% | 00.0% | Unchanged |
| Fractal Investments LLC | 3,690 | $383.5K | 0.06% | −5,710−60.7% | Reduced |
| Global Retirement Partners, LLC | 3,683 | $382.8K | 0.01% | −379−9.3% | Reduced |
| EntryPoint Capital, LLC | 3,658 | $380.2K | 0.22% | +1,247+51.7% | Added |
| Aberdeen Wealth Management LLC | 3,624 | $376.7K | 0.25% | −100−2.7% | Reduced |
| Capstone Investment Advisors, LLC | 3,612 | $375.4K | 0.01% | +3,612 | New |
| Hilltop Holdings Inc. | 3,596 | $373.7K | 0.02% | +653+22.2% | Added |
| Bell Investment Advisors, Inc | 3,592 | $373.4K | 0.07% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 3,575 | $371.6K | 0.10% | +4+0.1% | Added |
| Fortune Financial Advisors, LLC | 3,569 | $371.0K | 0.34% | +2+0.1% | Added |