Skip to main content

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, Q4 2024

Institutional positions in Otis Worldwide Corp as of Dec 31, 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
1,234
+52 vs. Q3 2024
Shares held
363.5M
+4.49M (+1.2%) vs. Q3 2024
Total value
$33.7B
−$3.64B (−9.8%) vs. Q3 2024
New holders
158
383 more added
Sold out
106
422 more reduced

18 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,234 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ4 2024: $33.7B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2024.

Institutions holding OTIS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
HBC Financial Services, PLLC7$00.00%00.0%Unchanged
Evolution Advisers, Inc.4$00.00%00.0%Unchanged
REAP Financial Group, LLC1$460.00%+1New
Activest Wealth Management4$3700.00%+4New
NVWM, LLC5$4630.00%00.0%Unchanged
Parkworth Wealth Management, Inc.5$4630.00%+5New
Wolff Wiese Magana LLC5$4640.00%00.0%Unchanged
North Ridge Wealth Advisors, Inc.5$4640.00%+5New
Financial Management Professionals, Inc.6$5560.00%−6−50.0%Reduced
Global Financial Private Client, LLC7$6480.00%+7New
Fairman Group, LLC8$7410.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$7410.00%+8New
New Wave Wealth Advisors LLC8$7580.00%+8New
Winnow Wealth LLC9$7960.00%+9New
New Millennium Group LLC9$8330.00%00.0%Unchanged
Wood Tarver Financial Group, LLC20$1.00K0.00%+20New
Game Plan Financial Advisors, LLC12$1.11K0.00%00.0%Unchanged
Fairscale Capital, LLC12$1.11K0.00%00.0%Unchanged
True Wealth Design, LLC12$1.11K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.13$1.18K0.00%00.0%Unchanged
Bogart Wealth, LLC14$1.30K0.00%00.0%Unchanged
West Paces Advisors Inc.14$1.30K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC15$1.39K0.00%00.0%Unchanged
Dogwood Wealth Management LLC16$1.44K0.00%00.0%Unchanged
NewSquare Capital LLC16$1.48K0.00%+16New
Valued Wealth Advisors LLC17$1.57K0.00%00.0%Unchanged
Clear Street Markets LLC19$1.76K0.00%+19New
TD Capital Management LLC20$1.85K0.00%00.0%Unchanged
Aspect Partners, LLC20$1.85K0.00%00.0%Unchanged
Asset Planning,Inc20$1.85K0.00%+20New
Clark Wealth Partners20$1.85K0.00%+20New
WealthTrak Capital Management LLC20$1.85K0.00%+20New
Signature Resources Capital Management, LLC21$1.95K0.00%00.0%Unchanged
Ogorek Anthony Joseph23$2.00K0.00%00.0%Unchanged
Navigoe, LLC25$2.00K0.00%+25New
Battery Global Advisors, LLC22$2.04K0.00%00.0%Unchanged
Decker Retirement Planning Inc.25$2.31K0.00%+25New
Pacific Center for Financial Services25$2.32K0.00%00.0%Unchanged
Redwood Park Advisors LLC26$2.41K0.00%+26New
PFS Partners, LLC26$2.45K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC27$2.50K0.00%+9+50.0%Added
Moisand Fitzgerald Tamayo, LLC27$2.50K0.00%00.0%Unchanged
Pinney & Scofield, Inc.27$2.53K0.00%+27New
Financial Freedom, LLC28$2.57K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.29$2.69K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.31$2.87K0.00%+2+6.9%Added
Salomon & Ludwin, LLC34$3.15K0.00%−12−26.1%Reduced
Fortis Group Advisors, LLC38$3.52K0.00%00.0%Unchanged
Peoples Financial Services Corp.40$3.70K0.00%−10−20.0%Reduced
Altshuler Shaham Ltd41$3.80K0.00%−186−81.9%Reduced
McIlrath & Eck, LLC45$4.17K0.00%00.0%Unchanged
Highline Wealth Partners LLC45$4.17K0.00%+15+50.0%Added
S&T Bank45$4.17K0.00%+45New
Hoey Investments, Inc46$4.26K0.00%00.0%Unchanged
Mainstream Capital Management LLC48$4.45K0.00%+48New
Stonebridge Financial Group, LLC50$4.63K0.00%+50New
Compass Planning Associates Inc52$4.78K0.00%+52New
Harel Insurance Investments & Financial Services Ltd.55$5.00K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.55$5.09K0.00%+55New
Glass Jacobson Investment Advisors llc56$5.15K0.00%+1+1.8%Added
FSA Wealth Management LLC57$5.31K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC58$5.37K0.00%00.0%Unchanged
Syntax Research, Inc.59$5.46K0.00%00.0%Unchanged
MidAtlantic Capital Management, Inc.60$5.56K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp61$5.65K0.01%+61New
Main Street Group, LTD62$5.74K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.62$5.74K0.00%+39+169.6%Added
Avion Wealth65$6.00K0.00%+10+18.2%Added
Park Square Financial Group, LLC66$6.11K0.00%+66New
Raffa Wealth Management, LLC69$6.39K0.00%00.0%Unchanged
Lavaca Capital LLC69$6.39K0.00%+69New
Provenance Wealth Advisors, LLC70$6.48K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.70$6.48K0.00%+22+45.8%Added
Ameriflex Group, Inc.69$6.54K0.00%+69New
Richard W. Paul & Associates, LLC72$6.67K0.00%00.0%Unchanged
Breakwater Investment Management72$6.67K0.00%00.0%Unchanged
Creative Capital Management Investments LLC72$6.67K0.00%+72New
Millstone Evans Group, LLC72$6.67K0.00%+72New
Abound Wealth Management72$6.71K0.00%00.0%Unchanged
WR Wealth Planners, LLC74$6.85K0.00%+4+5.7%Added
Sierra Ocean, LLC74$6.90K0.01%+74New
ORG Partners LLC75$6.95K0.00%00.0%Unchanged
Avalon Trust Co77$7.13K0.00%+77New
High Note Wealth, LLC78$7.22K0.00%+78New
BankPlus Trust Department79$7.32K0.00%+79New
AdvisorNet Financial, Inc80$7.41K0.00%−103−56.3%Reduced
Front Row Advisors LLC80$7.41K0.00%00.0%Unchanged
Holos Integrated Wealth LLC82$7.59K0.01%+82New
MCF Advisors LLC83$7.69K0.00%00.0%Unchanged
Park Place Capital Corp86$7.96K0.00%00.0%Unchanged
Oarsman Capital, Inc.87$8.06K0.00%00.0%Unchanged
Tucker Asset Management LLC87$8.06K0.00%00.0%Unchanged
Raelipskie Partnership89$8.24K0.00%−25−21.9%Reduced
Family CFO Inc93$8.61K0.00%+93New
Coastline Trust Co97$8.98K0.00%+7+7.8%Added
CKW Financial Group102$9.00K0.00%00.0%Unchanged
First PREMIER Bank100$9.00K0.00%00.0%Unchanged
YANKCOM Partnership100$9.26K0.00%+100New
VSM Wealth Advisory, LLC100$9.26K0.00%+100New
Kentucky Trust Co100$9.26K0.01%+100New