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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.

Q4 2024 vs. Q3 2024

How the institutions holding Otis Worldwide Corp changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of OTIS: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1,200181,234+52
Shares359.9M912.1K363.5M+4.49M (+1.2%)
Value$37.4B$94.8M$33.7B−$3.64B (−9.8%)

18 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (158)

Institutions that held Otis Worldwide Corp at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 158 by value.

Institutions new to OTIS in Q4 2024
InstitutionSharesValue% of portfolio
BNP Paribas Arbitrage, SA723,053$67.0M0.05%
Jane Street Group, LLC442,661$41.0M0.07%
Twinbeech Capital LP424,235$39.3M0.67%
Universal- Beteiligungs- und Servicegesellschaft mbH318,012$29.5M0.06%
Raymond James Financial Inc264,013$24.5M0.01%
ExodusPoint Capital Management, LP259,750$24.1M0.25%
KLP Kapitalforvaltning AS215,542$20.0M0.09%
Engineers Gate Manager LP145,157$13.4M0.23%
AdviceOne Advisory Services, LLC143,194$13.3M11.77%
Lansforsakringar Fondforvaltning AB (publ)132,718$12.3M0.07%
Renaissance Technologies LLC112,400$10.4M0.02%
Clarkston Capital Partners, LLC94,405$8.74M0.17%
MUFG Securities EMEA plc71,999$6.67M0.12%
Police & Firemen's Retirement System of New Jersey58,253$5.39M0.05%
Qube Research & Technologies Ltd56,926$5.27M0.01%
Sone Capital Management, LLC49,886$4.62M0.58%
Caisse des Depots Et Consignations47,209$4.37M0.21%
Avanza Fonder AB42,729$3.96M0.12%
Aquatic Capital Management LLC40,485$3.75M0.10%
Ashburton (Jersey) Ltd39,099$3.62M1.60%
Groupe la Francaise38,027$3.53M0.09%
Occudo Quantitative Strategies LP34,735$3.22M0.58%
HRT Financial LP32,518$3.01M0.02%
Jump Financial, LLC30,637$2.84M0.06%
Canada Post Corp Registered Pension Plan29,381$2.72M0.16%
Sciencast Management LP28,687$2.66M0.73%
Aware Super Pty Ltd as trustee of Aware Super26,331$2.44M0.04%
Oak Thistle LLC24,651$2.28M0.68%
DMKC Advisory Services, LLC20,116$1.86M1.69%
Quantbot Technologies LP19,239$1.78M0.07%
Generali Asset Management SPA SGR16,253$1.51M0.04%
Burling Wealth Partners, LLC15,214$1.41M0.29%
Nomura Holdings Inc13,162$1.22M0.01%
Allstate Corp12,328$1.14M0.03%
Natixis10,346$958.1K0.01%
Boothbay Fund Management, LLC9,224$854.2K0.03%
Dynamic Technology Lab Private Ltd8,900$824.0K0.13%
Ewing Morris & Co. Investment Partners Ltd.8,145$754.3K0.26%
Triasima Portfolio Management inc.7,820$724.2K0.14%
Lecap Asset Management Ltd7,654$708.8K0.19%
Financial Advisors Network, Inc.7,386$684.1K0.11%
Fire Capital Management LLC7,346$680.3K0.51%
Medallion Wealth Advisors, LLC6,632$623.5K0.31%
Amussen Hunsaker Associates LLC6,749$622.7K0.09%
Quantessence Capital LLC6,536$605.3K0.25%
MUFG Securities Americas Inc.5,898$546.2K0.07%
McElhenny Sheffield Capital Management, LLC5,802$537.3K0.18%
Banque Transatlantique SA5,798$534.0K0.01%
StoneX Group Inc.5,657$523.9K0.03%
Stevens Capital Management LP5,633$522.0K0.21%
Milestone Asset Management Group, LLC5,348$495.3K0.44%
Gateway Wealth Partners, LLC5,240$485.2K0.13%
GWN Securities Inc.4,726$456.9K0.12%
Cary Street Partners Financial LLC4,902$454.0K0.01%
Twin Tree Management, LP4,593$425.4K0.01%
Texas Bank & Trust Co4,400$407.5K0.17%
Warren Averett Asset Management, LLC4,359$403.7K0.01%
Mystic Asset Management, Inc.4,122$381.7K0.10%
Rialto Wealth Management, LLC3,889$360.2K0.12%
Frank, Rimerman Advisors LLC3,773$349.4K0.03%
Clarendon Private LLC3,772$349.3K0.37%
Boston Private Wealth LLC3,644$337.5K0.01%
Aaron Wealth Advisors3,584$331.9K0.04%
Callan Family Office, LLC3,575$331.1K0.02%
Essential Planning, LLC.3,250$326.1K0.00%
Farmers National Bank3,429$317.6K0.09%
Oxford Asset Management LLP3,157$292.4K0.13%
Qsemble Capital Management, LP2,984$276.3K0.04%
Raiffeisen Bank International AG2,910$269.4K0.00%
Cypress Advisory Group LLC2,900$268.6K0.25%
Vise Technologies, Inc.2,884$267.1K0.02%
Congress Wealth Management LLC2,545$235.7K0.00%
Ausdal Financial Partners, Inc.2,526$234.0K0.02%
Custos Family Office, LLC2,515$232.9K0.08%
GKV Capital Management Co., Inc.2,500$231.5K0.09%
Aventura Private Wealth, LLC2,491$230.7K0.12%
Syon Capital LLC2,489$230.5K0.02%
Citizens Financial Group Inc2,457$227.6K0.00%
PKS Advisory Services, LLC2,439$225.9K0.06%
Capital Advantage, Inc.2,374$219.9K0.04%
New Age Alpha Advisors, LLC2,296$212.6K0.01%
Longboard Asset Management, LP2,261$209.4K0.55%
Fedenia Advisers LLC2,108$195.2K0.11%
Headlands Technologies LLC2,035$188.5K0.02%
USA Financial Portformulas Corp1,880$174.1K0.03%
Wingate Wealth Advisors, Inc.1,463$135.5K0.13%
Financial Life Planners1,337$123.8K0.10%
Evelyn Partners Investment Management LLP1,230$113.9K0.00%
Parvin Asset Management, LLC1,112$103.0K0.11%
Parallax Volatility Advisers, L.P.1,065$98.6K0.00%
Spurstone Advisory Services, LLC1,000$92.6K1.76%
Kestra Investment Management, LLC791$73.3K0.00%
Brown, Lisle/Cummings, Inc.776$71.9K0.02%
ESL Trust Services, LLC750$69.5K0.02%
Sawyer & Company, Inc750$69.0K0.03%
SBI Securities Co., Ltd.737$68.3K0.00%
WPG Advisers, LLC630$58.3K0.05%
Loomis Sayles & Co L P597$55.0K0.00%
Hopwood Financial Services, Inc.562$52.0K0.04%
R Squared Ltd530$49.1K0.05%

Sold out (106)

Institutions that held Otis Worldwide Corp at the end of Q3 2024 and filed for Q4 2024 without it.

Showing the largest 100 of 106 by value.

Institutions that sold out of OTIS in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
SG Americas Securities, LLC173,588$18.0M
Y-Intercept (Hong Kong) Ltd125,333$13.0M
Bornite Capital Management LP125,000$13.0M
Trium Capital LLP73,370$7.63M
TCW Group Inc43,563$4.53M
Concentric Capital Strategies, LP43,498$4.52M
Teza Capital Management LLC40,020$4.16M
Winton Group Ltd34,461$3.58M
Eventide Asset Management, LLC33,664$3.50M
IMC-Chicago, LLC28,666$2.98M
Seven Eight Capital, LP24,921$2.59M
Jefferies Financial Group Inc.23,523$2.44M
GTS Securities LLC22,816$2.37M
Symmetry Investments LP22,458$2.33M
International Assets Investment Management, LLC207,168$1.99M
Snider Financial Group18,358$1.91M
Paloma Partners Management Co17,237$1.79M
Paradigm Asset Management Co LLC11,500$1.20M
Fox Run Management, L.L.C.10,118$1.05M
Canal Insurance CO10,000$1.04M
Veriti Management LLC9,712$1.01M
Groupama Asset Managment9,428$786.7K
Fullerton Fund Management Co Ltd.6,938$721.1K
Landscape Capital Management, L.L.C.6,508$676.4K
Axq Capital, LP6,274$652.1K
Diversify Advisory Services, LLC5,136$528.9K
DRW Securities, LLC4,492$466.9K
iA Global Asset Management Inc.4,013$417.0K
Fractal Investments LLC3,690$383.5K
EntryPoint Capital, LLC3,658$380.2K
ClearAlpha Technologies LP3,478$361.5K
Morningstar Investment Services LLC3,437$359.0K
Dark Forest Capital Management LP3,125$324.8K
MBB Public Markets I LLC3,060$318.1K
Bellecapital International Ltd.2,624$272.7K
Brookstone Capital Management2,364$245.7K
Conning Inc.2,304$239.5K
Lowe Brockenbrough & Co Inc2,290$238.0K
Gladius Capital Management LP2,278$236.8K
Buckingham Strategic Partners2,222$231.0K
Pinnacle Wealth Planning Services, Inc.2,218$230.5K
Prelude Capital Management, LLC2,182$226.8K
Keebeck Alpha, LP2,182$226.8K
Greenwood Gearhart Inc2,157$224.2K
Pavion Blue Capital, LLC2,151$223.6K
Integrated Advisors Network LLC2,130$221.4K
Bennett Selby Investments LP2,126$221.0K
Institute for Wealth Management, LLC.2,099$218.2K
David Loasby2,082$217.2K
Arrow Financial Corp2,075$215.7K
Childress Capital Advisors, LLC2,073$215.5K
US Financial Advisors, LLC2,054$213.5K
Sigma Planning Corp2,048$212.9K
MJP Associates Inc2,039$212.0K
Badgley Phelps Wealth Managers, LLC2,028$210.8K
Cullinan Associates Inc2,000$210.7K
CWA Asset Management Group, LLC2,021$210.0K
Claret Asset Management Corp2,017$210.0K
Savoie Capital LLC2,019$209.9K
Marathon Capital Management1,997$207.5K
Becker Capital Management Inc1,983$206.2K
Cassaday & Co Wealth Management LLC1,977$205.5K
Personal Cfo Solutions, LLC1,956$203.3K
Capital Planning Advisors, LLC1,931$200.7K
Bath Savings Trust Co1,930$200.6K
Townsend & Associates, Inc1,950$200.6K
Optiver Holding B.V.1,772$184.2K
Goodman Advisory Group, LLC1,265$131.5K
Morse Asset Management, Inc1,250$129.9K
Alta Advisers Ltd1,200$124.7K
Uncommon Cents Investing LLC978$101.7K
Baldwin Brothers Inc834$86.7K
Johnson Financial Group, Inc.729$75.8K
Intact Investment Management Inc.690$71.7K
Claris Advisors, LLC407$42.3K
Beach Investment Counsel Inc400$42.0K
Accent Capital Management, LLC400$41.6K
Flaharty Asset Management, LLC372$38.6K
Capital Performance Advisors LLP331$34.4K
Golden State Equity Partners295$30.7K
Jamison Private Wealth Management, Inc.291$30.2K
Ashton Thomas Securities, LLC281$29.2K
Old Point Trust & Financial Services N A250$26.0K
NBC Securities, Inc.248$25.0K
Hobbs Group Advisors, LLC203$21.1K
Planned Solutions, Inc.186$19.3K
Northwest Financial Advisors181$18.8K
Transcendent Capital Group LLC106$11.0K
Householder Group Estate & Retirement Specialist, LLC107$11.0K
Aspire Private Capital, LLC86$8.94K
Thompson Investment Management, Inc.67$6.96K
Gilliland Jeter Wealth Management LLC52$5.41K
McMahon Financial Advisors, LLC49$5.09K
Jaffetilchin Investment Partners, LLC42$4.34K
Chilton Capital Management LLC24$2.50K
Clear Point Advisors Inc.24$2.50K
Globeflex Capital L P22$2.29K
Redmont Wealth Advisors LLC19$1.98K
Partnership Wealth Management, LLC12$1.21K
1620 Investment Advisors, Inc.9$941

Not filed for Q4 2024 yet (18)

Institutions that held Otis Worldwide Corp at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTIS in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Prio Wealth Limited Partnership284,636$29.6M
B. Metzler seel. Sohn & Co. Holding AG230,802$24.0M
Raymond James & Associates167,238$17.4M
Chartwell Investment Partners, LLC70,576$7.34M
Raymond James Financial Services Advisors, Inc.57,600$5.99M
Graybill Bartz & Assoc Ltd53,889$5.60M
Rakuten Investment Management, Inc.22,925$2.39M
Raymond James Trust N.A.11,109$1.15M
GYL Financial Synergies, LLC3,815$396.5K
9258 Wealth Management, LLC2,679$278.5K
Fort, L.P.2,589$269.1K
Carmichael Hill & Associates, Inc.2,002$208.1K
FinTrust Capital Advisors, LLC989$102.8K
M&R Capital Management Inc704$73.2K
Northwest Investment Counselors, LLC272$28.3K
Annapolis Financial Services, LLC151$15.7K
First Personal Financial Services100$10.4K
ClariVest Asset Management LLC6$576