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 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 2,678 | $278.4K | 0.05% | +475+21.6% | Added |
| Clarius Group, LLC | 2,684 | $278.2K | 0.02% | −105−3.8% | Reduced |
| Cobblestone Capital Advisors LLC | 2,667 | $277.2K | 0.02% | +194+7.8% | Added |
| Aveo Capital Partners, LLC | 2,658 | $276.3K | 0.03% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,631 | $273.5K | 0.04% | −91−3.3% | Reduced |
| Bellecapital International Ltd. | 2,624 | $272.7K | 0.05% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 2,602 | $270.5K | 0.00% | +2,602 | New |
| First National Trust Co | 2,602 | $270.5K | 0.01% | −21−0.8% | Reduced |
| Fort, L.P. | 2,589 | $269.1K | 0.68% | −121−4.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 2,582 | $268.4K | 0.02% | −300−10.4% | Reduced |
| Forum Financial Management, LP | 2,582 | $268.4K | 0.00% | +5+0.2% | Added |
| Sapient Capital LLC | 2,570 | $267.1K | 0.01% | −26−1.0% | Reduced |
| Coldstream Capital Management Inc | 2,580 | $266.6K | 0.01% | +272+11.8% | Added |
| Shelton Capital Management | 2,559 | $266.0K | 0.01% | −116−4.3% | Reduced |
| Laurel Wealth Advisors LLC | 2,555 | $265.6K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 2,537 | $263.7K | 0.05% | −75−2.9% | Reduced |
| Charter Oak Capital Management, LLC | 2,526 | $262.6K | 0.02% | +215+9.3% | Added |
| Court Place Advisors, LLC | 2,522 | $262.1K | 0.08% | −188−6.9% | Reduced |
| Anchor Investment Management, LLC | 2,515 | $261.4K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,512 | $261.1K | 0.01% | −68−2.6% | Reduced |
| Stock Yards Bank & Trust Co | 2,503 | $260.2K | 0.01% | −135−5.1% | Reduced |
| Sterling Financial Planning, Inc. | 2,500 | $259.9K | 0.10% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,498 | $259.6K | 0.05% | −32−1.3% | Reduced |
| Arkadios Wealth Advisors | 2,497 | $259.6K | 0.01% | +2,497 | New |
| Prospera Financial Services Inc | 2,472 | $257.4K | 0.01% | −179−6.8% | Reduced |
| Verition Fund Management LLC | 2,475 | $257.3K | 0.00% | −1,346−35.2% | Reduced |
| Howland Capital Management LLC | 2,469 | $256.6K | 0.01% | 00.0% | Unchanged |
| Farmers Trust Co | 2,463 | $256.0K | 0.05% | +13+0.5% | Added |
| LMCG Investments, LLC | 2,453 | $255.0K | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,452 | $254.9K | 0.00% | +2,452 | New |
| MSH Capital Advisors LLC | 2,440 | $253.6K | 0.08% | 00.0% | Unchanged |
| First Foundation Advisors | 2,439 | $253.5K | 0.01% | −620−20.3% | Reduced |
| Manning & Napier Advisors LLC | 2,424 | $252.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,412 | $250.7K | 0.02% | −12−0.5% | Reduced |
| First City Capital Management, Inc. | 2,400 | $249.5K | 0.13% | 00.0% | Unchanged |
| Spinnaker Trust | 2,390 | $248.4K | 0.02% | −380−13.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,367 | $246.0K | 0.03% | −237−9.1% | Reduced |
| Brookstone Capital Management | 2,364 | $245.7K | 0.00% | −4−0.2% | Reduced |
| Sentry LLC | 2,341 | $243.4K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 2,337 | $242.9K | 0.03% | +448+23.7% | Added |
| Baader Bank INC | 2,336 | $242.8K | 0.02% | +2,336 | New |
| Haverford Trust Co | 2,328 | $242.0K | 0.00% | +180+8.4% | Added |
| Conning Inc. | 2,304 | $239.5K | 0.01% | −10.0% | Reduced |
| Sabal Trust CO | 2,303 | $239.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,300 | $239.1K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,294 | $238.4K | 0.01% | −638−21.8% | Reduced |
| AlTi Global, Inc. | 2,291 | $238.1K | 0.01% | −938−29.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 2,290 | $238.0K | 0.02% | −634−21.7% | Reduced |
| Asset Dedication, LLC | 2,285 | $237.5K | 0.02% | −47−2.0% | Reduced |
| Naples Global Advisors, LLC | 2,283 | $237.3K | 0.02% | +18+0.8% | Added |
| Gladius Capital Management LP | 2,278 | $236.8K | 0.14% | −86−3.6% | Reduced |
| Wealthspire Advisors, LLC | 2,275 | $236.5K | 0.00% | −67−2.9% | Reduced |
| Adirondack Trust Co | 2,273 | $236.2K | 0.09% | −10−0.4% | Reduced |
| Hancock Whitney Corp | 2,271 | $236.1K | 0.01% | −346−13.2% | Reduced |
| Interchange Capital Partners, LLC | 2,267 | $235.6K | 0.08% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,262 | $235.1K | 0.10% | −63−2.7% | Reduced |
| Buckingham Strategic Partners | 2,222 | $231.0K | 0.00% | +7+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,218 | $230.5K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 2,210 | $229.7K | 0.01% | +2,210 | New |
| Tyche Wealth Partners LLC | 2,207 | $229.4K | 0.05% | +2+0.1% | Added |
| Northeast Investment Management | 2,195 | $228.1K | 0.01% | −300−12.0% | Reduced |
| Prelude Capital Management, LLC | 2,182 | $226.8K | 0.02% | +2,182 | New |
| Keebeck Alpha, LP | 2,182 | $226.8K | 0.15% | +2,182 | New |
| Procyon Private Wealth Partners, LLC | 2,178 | $226.5K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,174 | $226.0K | 0.01% | +222+11.4% | Added |
| Leavell Investment Management, Inc. | 2,157 | $224.2K | 0.01% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 2,157 | $224.2K | 0.02% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 2,151 | $223.6K | 0.10% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,143 | $222.7K | 0.01% | −4−0.2% | Reduced |
| Wellington Shields & Co., LLC | 2,137 | $222.1K | 0.07% | +21+1.0% | Added |
| Integrated Advisors Network LLC | 2,130 | $221.4K | 0.01% | −19−0.9% | Reduced |
| Bennett Selby Investments LP | 2,126 | $221.0K | 0.09% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,107 | $219.0K | 0.01% | −168−7.4% | Reduced |
| Montis Financial, LLC | 2,106 | $218.9K | 0.08% | −215−9.3% | Reduced |
| Institute for Wealth Management, LLC. | 2,099 | $218.2K | 0.03% | −23−1.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,102 | $218.0K | 0.01% | −12−0.6% | Reduced |
| David Loasby | 2,082 | $217.2K | 0.02% | −68−3.2% | Reduced |
| Avestar Capital, LLC | 2,085 | $216.7K | 0.02% | −29−1.4% | Reduced |
| Arrow Financial Corp | 2,075 | $215.7K | 0.02% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,073 | $215.5K | 0.06% | −43−2.0% | Reduced |
| US Financial Advisors, LLC | 2,054 | $213.5K | 0.07% | +2,054 | New |
| Sigma Planning Corp | 2,048 | $212.9K | 0.01% | −62−2.9% | Reduced |
| Manchester Capital Management LLC | 2,041 | $212.1K | 0.02% | −111−5.2% | Reduced |
| MJP Associates Inc | 2,039 | $212.0K | 0.04% | +2,039 | New |
| Badgley Phelps Wealth Managers, LLC | 2,028 | $210.8K | 0.00% | +2,028 | New |
| Cullinan Associates Inc | 2,000 | $210.7K | 0.01% | +2,000 | New |
| CWA Asset Management Group, LLC | 2,021 | $210.0K | 0.01% | +2,021 | New |
| Claret Asset Management Corp | 2,017 | $210.0K | 0.03% | +2,017 | New |
| Savoie Capital LLC | 2,019 | $209.9K | 0.03% | +2,019 | New |
| Carmichael Hill & Associates, Inc. | 2,002 | $208.1K | 0.08% | −253−11.2% | Reduced |
| SeaCrest Wealth Management, LLC | 2,002 | $208.1K | 0.02% | −150−7.0% | Reduced |
| Van Hulzen Asset Management, LLC | 2,000 | $208.0K | 0.02% | −8,000−80.0% | Reduced |
| Marathon Capital Management | 1,997 | $207.5K | 0.05% | +1,997 | New |
| Independent Advisor Alliance | 1,987 | $206.5K | 0.01% | −211−9.6% | Reduced |
| Becker Capital Management Inc | 1,983 | $206.2K | 0.01% | +1,983 | New |
| Cassaday & Co Wealth Management LLC | 1,977 | $205.5K | 0.01% | +1,977 | New |
| AE Wealth Management LLC | 1,974 | $205.2K | 0.00% | −974−33.0% | Reduced |
| Citizens National Bank Trust Department | 1,961 | $203.8K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,956 | $203.3K | 0.03% | +1,956 | New |
| Penserra Capital Management LLC | 1,938 | $201.0K | 0.00% | +22+1.1% | Added |