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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 104 | $9.63K | 0.00% | +22+26.8% | Added |
| Raleigh Capital Management Inc. | 104 | $9.63K | 0.00% | −5−4.6% | Reduced |
| Rosenberg Matthew Hamilton | 105 | $9.72K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 105 | $9.72K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 117 | $10.0K | 0.03% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 113 | $10.0K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 110 | $10.2K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 110 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 114 | $10.6K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 115 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 118 | $10.9K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 122 | $11.3K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 124 | $11.5K | 0.06% | +124 | New |
| Tortoise Investment Management, LLC | 125 | $11.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 134 | $12.4K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 137 | $12.7K | 0.00% | +29+26.9% | Added |
| Frazier Financial Advisors, LLC | 139 | $12.8K | 0.01% | +1+0.7% | Added |
| Core Alternative Capital | 139 | $12.9K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 139 | $12.9K | 0.00% | +39+39.0% | Added |
| FSC Wealth Advisors, LLC | 144 | $13.3K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 146 | $13.5K | 0.01% | +24+19.7% | Added |
| Glen Eagle Advisors, LLC | 148 | $13.7K | 0.00% | −60−28.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 150 | $13.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 151 | $14.0K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 140 | $14.6K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 154 | $14.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 163 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 162 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 167 | $15.5K | 0.00% | −50−23.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 167 | $15.5K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 173 | $16.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 179 | $16.6K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 180 | $16.7K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 180 | $16.7K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 181 | $16.8K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 189 | $17.0K | 0.00% | +169+845.0% | Added |
| BOK Financial Private Wealth, Inc. | 188 | $17.4K | 0.00% | +88+88.0% | Added |
| Evelyn Partners Asset Management Ltd | 192 | $17.8K | 0.00% | +192 | New |
| Castleview Partners, LLC | 198 | $18.3K | 0.01% | +1+0.5% | Added |
| Red Tortoise LLC | 198 | $18.3K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $18.5K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 205 | $19.0K | 0.00% | +7+3.5% | Added |
| GW&K Investment Management, LLC | 202 | $19.0K | 0.00% | +4+2.0% | Added |
| Riggs Asset Managment Co. Inc. | 206 | $19.1K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 212 | $19.6K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 215 | $19.9K | 0.00% | +215 | New |
| Whipplewood Advisors, LLC | 218 | $20.2K | 0.01% | +218 | New |
| DT Investment Partners, LLC | 227 | $21.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 228 | $21.1K | 0.00% | −67−22.7% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 230 | $21.3K | 0.01% | +230 | New |
| West Branch Capital LLC | 232 | $21.5K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 234 | $21.6K | 0.01% | +13+5.9% | Added |
| Central Pacific Bank - Trust Division | 235 | $21.8K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 235 | $21.8K | 0.00% | +235 | New |
| Sugarloaf Wealth Management, LLC | 235 | $21.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 236 | $22.0K | 0.01% | −850−78.3% | Reduced |
| Riverview Trust Co | 242 | $22.4K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 249 | $23.1K | 0.00% | +178+250.7% | Added |
| Osterweis Capital Management Inc | 250 | $23.2K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 250 | $23.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 250 | $23.2K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 225 | $23.4K | 0.01% | +225 | New |
| Armstrong Advisory Group, Inc | 255 | $23.6K | 0.00% | +54+26.9% | Added |
| Costello Asset Management, INC | 262 | $24.3K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 263 | $24.4K | 0.01% | −4,000−93.8% | Reduced |
| Transce3nd, LLC | 267 | $24.7K | 0.01% | +267 | New |
| Mascoma Wealth Management LLC | 279 | $25.8K | 0.01% | +29+11.6% | Added |
| Plante Moran Financial Advisors, LLC | 283 | $26.2K | 0.00% | −1,102−79.6% | Reduced |
| SJS Investment Consulting Inc. | 283 | $26.2K | 0.00% | −37−11.6% | Reduced |
| Stance Capital LLC | 291 | $26.9K | 0.02% | +291 | New |
| CNB Bank | 292 | $27.0K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 300 | $27.8K | 0.01% | −25−7.7% | Reduced |
| United Community Bank | 300 | $27.8K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 300 | $27.8K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 303 | $28.1K | 0.01% | +303 | New |
| Intelligent Financial Strategies | 316 | $29.3K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 320 | $29.6K | 0.01% | −25−7.2% | Reduced |
| Fortitude Family Office, LLC | 322 | $29.8K | 0.01% | +267+485.5% | Added |
| Prestige Wealth Management Group LLC | 322 | $29.8K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 322 | $29.8K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 319 | $30.0K | 0.00% | +18+6.0% | Added |
| Criterion Capital Advisors, LLC | 314 | $30.2K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 330 | $30.6K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 336 | $31.1K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 350 | $32.4K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 353 | $32.7K | 0.03% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 355 | $32.9K | 0.03% | +355 | New |
| Flagship Wealth Advisors, LLC | 368 | $34.1K | 0.02% | +368 | New |
| Golden State Wealth Management, LLC | 372 | $34.5K | 0.01% | +372 | New |
| Orion Capital Management LLC | 375 | $34.7K | 0.02% | +375 | New |
| Hemington Wealth Management | 383 | $35.0K | 0.01% | +42+12.3% | Added |
| Continuum Advisory, LLC | 384 | $35.6K | 0.00% | +3+0.8% | Added |
| Pacific Capital Wealth Advisors, Inc | 389 | $36.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 369 | $36.1K | 0.01% | +12+3.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 395 | $36.6K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 410 | $36.7K | 0.00% | +410 | New |
| GPS Wealth Strategies Group, LLC | 396 | $36.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 397 | $36.8K | 0.01% | 00.0% | Unchanged |
| Motco | 399 | $37.0K | 0.00% | 00.0% | Unchanged |