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 |
|---|---|---|---|---|---|
| Old National Bancorp | 3,568 | $370.9K | 0.01% | −42−1.2% | Reduced |
| Ridgewood Investments LLC | 3,566 | $370.6K | 0.19% | +3,313+1,309.5% | Added |
| Ostrum Asset Management | 3,565 | $370.5K | 0.03% | +44+1.2% | Added |
| Intrua Financial, LLC | 3,549 | $368.8K | 0.06% | −148−4.0% | Reduced |
| Patten & Patten Inc | 3,537 | $367.6K | 0.02% | −306−8.0% | Reduced |
| Americana Partners, LLC | 3,534 | $367.3K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 3,529 | $366.8K | 0.01% | −9−0.3% | Reduced |
| Fidelis Capital Partners, LLC | 3,559 | $366.1K | 0.04% | −39−1.1% | Reduced |
| Northwest Bancshares, Inc. | 3,505 | $364.3K | 0.06% | −76−2.1% | Reduced |
| ClearAlpha Technologies LP | 3,478 | $361.5K | 0.15% | −2,509−41.9% | Reduced |
| Essex Savings Bank | 3,468 | $360.5K | 0.09% | +16+0.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,467 | $360.4K | 0.03% | −24−0.7% | Reduced |
| Addison Advisors LLC | 3,466 | $360.3K | 0.10% | +3+0.1% | Added |
| Tower Bridge Advisors | 3,458 | $359.4K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 3,437 | $359.0K | 0.00% | −189−5.2% | Reduced |
| First Affirmative Financial Network | 3,425 | $356.0K | 0.19% | +2+0.1% | Added |
| NTV Asset Management LLC | 3,410 | $354.4K | 0.05% | 00.0% | Unchanged |
| Fruth Investment Management | 3,403 | $353.0K | 0.09% | −150−4.2% | Reduced |
| Axxcess Wealth Management, LLC | 3,384 | $351.7K | 0.01% | −795−19.0% | Reduced |
| Mather Group, LLC. | 3,374 | $350.7K | 0.00% | −428−11.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,367 | $349.9K | 0.02% | +103+3.2% | Added |
| Resonant Capital Advisors, LLC | 3,350 | $348.2K | 0.03% | −76−2.2% | Reduced |
| Defined Wealth Management, LLC | 3,340 | $347.2K | 0.23% | −3−0.1% | Reduced |
| Flputnam Investment Management Co | 3,381 | $346.3K | 0.01% | +94+2.9% | Added |
| First Citizens Bank & Trust Co | 3,305 | $343.5K | 0.01% | −295−8.2% | Reduced |
| TCTC Holdings, LLC | 3,249 | $337.7K | 0.01% | 00.0% | Unchanged |
| Country Club Bank | 3,227 | $337.0K | 0.02% | −95−2.9% | Reduced |
| Boyd Watterson Asset Management LLC | 3,228 | $335.5K | 0.09% | −187−5.5% | Reduced |
| PFG Investments, LLC | 3,211 | $333.7K | 0.02% | −66−2.0% | Reduced |
| Donaldson Capital Management, LLC | 3,208 | $333.4K | 0.01% | −19−0.6% | Reduced |
| Trust Point Inc. | 3,193 | $331.9K | 0.02% | −19−0.6% | Reduced |
| NewEdge Wealth, LLC | 3,182 | $330.7K | 0.01% | −338−9.6% | Reduced |
| Mission Wealth Management, LP | 3,180 | $330.5K | 0.01% | −21−0.7% | Reduced |
| Bragg Financial Advisors, Inc | 3,167 | $329.2K | 0.01% | −242−7.1% | Reduced |
| Stonebridge Capital Advisors LLC | 3,166 | $329.1K | 0.03% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,159 | $328.3K | 0.14% | −100−3.1% | Reduced |
| McDonald Partners LLC | 3,151 | $327.6K | 0.08% | −171−5.1% | Reduced |
| Dover Advisors, LLC | 3,148 | $327.2K | 0.19% | −718−18.6% | Reduced |
| Chemung Canal Trust Co | 3,147 | $327.1K | 0.07% | −336−9.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,136 | $327.0K | 0.15% | +1,201+62.1% | Added |
| Principal Street Partners, LLC | 3,397 | $327.0K | 0.05% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,125 | $324.8K | 0.04% | +3,125 | New |
| Ramirez Asset Management, Inc. | 3,121 | $324.4K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 3,117 | $324.0K | 0.11% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,112 | $323.4K | 0.02% | +2,235+254.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,109 | $323.1K | 0.07% | +300+10.7% | Added |
| Meridian Wealth Management, LLC | 3,091 | $321.3K | 0.02% | −13−0.4% | Reduced |
| Advisor OS, LLC | 3,072 | $319.3K | 0.03% | +513+20.0% | Added |
| MBB Public Markets I LLC | 3,060 | $318.1K | 0.03% | −26,930−89.8% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,060 | $318.1K | 0.03% | +13+0.4% | Added |
| Dynamic Advisor Solutions LLC | 3,050 | $317.0K | 0.01% | −277−8.3% | Reduced |
| Bard Financial Services, Inc. | 3,050 | $317.0K | 0.04% | −370−10.8% | Reduced |
| Keynote Financial Services LLC | 3,050 | $317.0K | 0.24% | 00.0% | Unchanged |
| General Partner, Inc. | 3,029 | $314.8K | 0.20% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 3,022 | $314.1K | 0.03% | −174−5.4% | Reduced |
| Courier Capital LLC | 3,015 | $313.4K | 0.02% | 00.0% | Unchanged |
| Systematic Financial Management LP | 3,000 | $311.8K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $311.8K | 0.04% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $311.8K | 0.08% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,991 | $310.9K | 0.16% | +10.0% | Added |
| New England Capital Financial Advisors LLC | 2,953 | $307.0K | 0.16% | +8+0.3% | Added |
| Centaurus Financial, Inc. | 2,930 | $305.0K | 0.02% | −90−3.0% | Reduced |
| LCM Capital Management Inc | 2,928 | $304.3K | 0.18% | −8−0.3% | Reduced |
| Riverwater Partners LLC | 2,892 | $303.1K | 0.15% | −55−1.9% | Reduced |
| Tritonpoint Wealth, LLC | 2,897 | $302.6K | 0.03% | +42+1.5% | Added |
| Signature Wealth Management Partners, LLC | 2,910 | $302.5K | 0.22% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,894 | $300.8K | 0.18% | −38−1.3% | Reduced |
| KCM Investment Advisors LLC | 2,891 | $300.5K | 0.01% | −104−3.5% | Reduced |
| Ronald Blue Trust, Inc. | 3,107 | $299.1K | 0.00% | +1,771+132.6% | Added |
| Rehmann Capital Advisory Group | 2,867 | $298.8K | 0.02% | +122+4.4% | Added |
| St Germain D J Co Inc | 2,873 | $298.6K | 0.01% | −51−1.7% | Reduced |
| Douglas Lane & Associates, LLC | 2,865 | $297.8K | 0.00% | −531−15.6% | Reduced |
| Fielder Capital Group LLC | 2,857 | $297.0K | 0.10% | −147−4.9% | Reduced |
| Forbes J M & Co LLP | 2,856 | $296.9K | 0.03% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 2,853 | $296.5K | 0.05% | +2,853 | New |
| Ritholtz Wealth Management | 2,851 | $296.4K | 0.01% | −596−17.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,838 | $295.0K | 0.02% | +295+11.6% | Added |
| Azimuth Capital Investment Management LLC | 2,835 | $294.7K | 0.01% | −707−20.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,834 | $294.6K | 0.02% | +346+13.9% | Added |
| Financial Advisory Corp | 2,826 | $294.0K | 0.11% | +2,826 | New |
| Adviser Investments LLC | 2,818 | $292.9K | 0.00% | +2,818 | New |
| South State Corp. | 2,809 | $292.0K | 0.02% | −76−2.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,790 | $290.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,780 | $289.0K | 0.01% | −64−2.3% | Reduced |
| Montecito Bank & Trust | 2,777 | $288.6K | 0.05% | +2,777 | New |
| Callan Capital, LLC | 2,776 | $288.5K | 0.02% | +306+12.4% | Added |
| Colonial Trust Co | 2,769 | $287.8K | 0.04% | +10+0.4% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $287.4K | 0.24% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,765 | $287.3K | 0.11% | +2+0.1% | Added |
| Advisory Services Network, LLC | 2,982 | $287.1K | 0.01% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 2,750 | $286.0K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,743 | $285.1K | 0.01% | −117−4.1% | Reduced |
| MEMBERS Trust Co | 2,741 | $284.9K | 0.01% | −215−7.3% | Reduced |
| Founders Financial Securities LLC | 2,736 | $284.4K | 0.03% | −130−4.5% | Reduced |
| Great Valley Advisor Group, Inc. | 2,734 | $284.3K | 0.01% | +54+2.0% | Added |
| Aprio Wealth Management, LLC | 2,724 | $283.2K | 0.05% | −254−8.5% | Reduced |
| Teacher Retirement System of Texas | 2,707 | $281.0K | 0.00% | −5,186−65.7% | Reduced |
| Crestwood Advisors Group LLC | 2,701 | $280.8K | 0.01% | +273+11.2% | Added |
| Equitable Holdings, Inc. | 2,697 | $280.3K | 0.00% | +214+8.6% | Added |
| 9258 Wealth Management, LLC | 2,679 | $278.5K | 0.04% | 00.0% | Unchanged |