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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.

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
Optiver Holding B.V.0$00.00%−1,772−100.0%Sold out
Goodman Advisory Group, LLC0$00.00%−1,265−100.0%Sold out
Morse Asset Management, Inc0$00.00%−1,250−100.0%Sold out
Alta Advisers Ltd0$00.00%−1,200−100.0%Sold out
Uncommon Cents Investing LLC0$00.00%−978−100.0%Sold out
Baldwin Brothers Inc0$00.00%−834−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−729−100.0%Sold out
Intact Investment Management Inc.0$00.00%−690−100.0%Sold out
Claris Advisors, LLC0$00.00%−407−100.0%Sold out
Beach Investment Counsel Inc0$00.00%−400−100.0%Sold out
Accent Capital Management, LLC0$00.00%−400−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−372−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−331−100.0%Sold out
Golden State Equity Partners0$00.00%−295−100.0%Sold out
Jamison Private Wealth Management, Inc.0$00.00%−291−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−281−100.0%Sold out
Old Point Trust & Financial Services N A0$00.00%−250−100.0%Sold out
NBC Securities, Inc.0$00.00%−248−100.0%Sold out
Hobbs Group Advisors, LLC0$00.00%−203−100.0%Sold out
Planned Solutions, Inc.0$00.00%−186−100.0%Sold out
Northwest Financial Advisors0$00.00%−181−100.0%Sold out
Transcendent Capital Group LLC0$00.00%−106−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−107−100.0%Sold out
Aspire Private Capital, LLC0$00.00%−86−100.0%Sold out
Thompson Investment Management, Inc.0$00.00%−67−100.0%Sold out
Gilliland Jeter Wealth Management LLC0$00.00%−52−100.0%Sold out
McMahon Financial Advisors, LLC0$00.00%−49−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−42−100.0%Sold out
Chilton Capital Management LLC0$00.00%−24−100.0%Sold out
Clear Point Advisors Inc.0$00.00%−24−100.0%Sold out
Globeflex Capital L P0$00.00%−22−100.0%Sold out
Redmont Wealth Advisors LLC0$00.00%−19−100.0%Sold out
Partnership Wealth Management, LLC0$00.00%−12−100.0%Sold out
1620 Investment Advisors, Inc.0$00.00%−9−100.0%Sold out
Copley Financial Group, Inc.0$00.00%−9−100.0%Sold out
Livelsberger Financial Advisory0$00.00%−4−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−4−100.0%Sold out
MeadowBrook Investment Advisors LLC0$00.00%−2−100.0%Sold out
PSI Advisors, LLC0$00.00%−2−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−2−100.0%Sold out
Prio Wealth Limited Partnership––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Raymond James & Associates––––Not filed
Chartwell Investment Partners, LLC––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Graybill Bartz & Assoc Ltd––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Raymond James Trust N.A.––––Not filed
GYL Financial Synergies, LLC––––Not filed
9258 Wealth Management, LLC––––Not filed
Fort, L.P.––––Not filed
Carmichael Hill & Associates, Inc.––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
M&R Capital Management Inc––––Not filed
Northwest Investment Counselors, LLC––––Not filed
Annapolis Financial Services, LLC––––Not filed
First Personal Financial Services––––Not filed
ClariVest Asset Management LLC––––Not filed