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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
Community Bank, N.A.400$37.0K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC400$37.0K0.07%−8−2.0%Reduced
Wellington Shields Capital Management, LLC400$37.0K0.01%00.0%Unchanged
Truvestments Capital LLC401$37.1K0.01%+51+14.6%Added
Chesapeake Asset Management LLC402$37.2K0.03%00.0%Unchanged
Union Savings Bank411$38.1K0.02%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA424$39.3K0.01%00.0%Unchanged
Kapitalo Investimentos Ltda426$39.5K0.03%+426New
Kohmann Bosshard Financial Services, LLC432$40.0K0.00%+432New
Ransom Advisory, Ltd436$40.4K0.02%−100−18.7%Reduced
Itau Unibanco Holding S.A.438$40.6K0.00%+361+468.8%Added
Mowery & Schoenfeld Wealth Management, LLC442$40.9K0.08%+372+531.4%Added
Creative Financial Designs Inc447$41.4K0.00%+1+0.2%Added
Evelyn Partners Investment Management Services Ltd447$41.4K0.01%+447New
First Command Advisory Services, Inc.448$41.5K0.00%00.0%Unchanged
Maia Wealth LLC450$41.7K0.01%00.0%Unchanged
Crowley Wealth Management, Inc.450$41.7K0.04%+450New
Caitong International Asset Management Co., Ltd459$42.5K0.04%+459New
Capital Advisors, Ltd. LLC473$44.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC492$45.6K0.00%−27−5.2%Reduced
Jackson, Grant Investment Advisers, Inc.500$46.3K0.02%+2+0.4%Added
Cypress Capital Management LLC (WY)500$46.3K0.05%−100−16.7%Reduced
Old Second National Bank of Aurora508$47.0K0.01%−192−27.4%Reduced
Beacon Capital Management, LLC516$47.8K0.01%00.0%Unchanged
Hilltop National Bank518$48.0K0.01%00.0%Unchanged
R Squared Ltd530$49.1K0.05%+530New
JNBA Financial Advisors553$51.2K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC558$51.7K0.01%−5−0.9%Reduced
Hopwood Financial Services, Inc.562$52.0K0.04%+562New
Pinnacle Bancorp, Inc.572$53.0K0.02%+65+12.8%Added
Gables Capital Management Inc.575$53.3K0.03%00.0%Unchanged
Loomis Sayles & Co L P597$55.0K0.00%+597New
Monetary Management Group Inc596$55.2K0.01%00.0%Unchanged
Bullock Wealth Management Group611$56.6K0.03%−11−1.8%Reduced
SRS Capital Advisors, Inc.619$57.5K0.00%+192+45.0%Added
CoreFirst Bank & Trust623$57.7K0.03%00.0%Unchanged
WPG Advisers, LLC630$58.3K0.05%+630New
Versant Capital Management, Inc632$58.5K0.01%+478+310.4%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC633$58.6K0.00%−4−0.6%Reduced
Key Financial Inc635$58.8K0.01%00.0%Unchanged
Acima Private Wealth, LLC650$60.2K0.02%00.0%Unchanged
City State Bank657$60.8K0.02%−91−12.2%Reduced
Coppell Advisory Solutions LLC668$61.9K0.01%+69+11.5%Added
Indiana Trust & Investment Management CO676$62.6K0.02%+26+4.0%Added
Hoertkorn Richard Charles682$63.2K0.03%00.0%Unchanged
Strengthening Families & Communities, LLC702$65.0K0.04%00.0%Unchanged
Oakmont Corp705$65.3K0.01%00.0%Unchanged
POM Investment Strategies, LLC712$65.9K0.05%00.0%Unchanged
Rise Advisors, LLC716$66.3K0.03%+4+0.6%Added
Bellevue Asset Management, LLC716$66.3K0.03%00.0%Unchanged
CoreCap Advisors, LLC716$66.3K0.00%+6+0.8%Added
Thurston, Springer, Miller, Herd & Titak, Inc.718$66.5K0.01%+226+45.9%Added
Carolinas Wealth Consulting LLC724$67.0K0.01%00.0%Unchanged
First Community Trust NA736$68.2K0.05%+61+9.0%Added
Cassady Schiller Wealth Management, LLC736$68.2K0.03%+37+5.3%Added
SBI Securities Co., Ltd.737$68.3K0.00%+737New
Pacifica Partners Inc.741$68.3K0.03%00.0%Unchanged
Sawyer & Company, Inc750$69.0K0.03%+750New
Center for Financial Planning, Inc.749$69.4K0.01%−3−0.4%Reduced
ESL Trust Services, LLC750$69.5K0.02%+750New
Eagle Bay Advisors LLC760$70.3K0.04%−77−9.2%Reduced
Brown, Lisle/Cummings, Inc.776$71.9K0.02%+776New
Capital Analysts, LLC781$72.0K0.00%+64+8.9%Added
Kestra Investment Management, LLC791$73.3K0.00%+791New
Veritas Investment Partners (UK) Ltd.800$74.1K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd822$76.0K0.01%00.0%Unchanged
Evermay Wealth Management LLC822$76.1K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC833$77.1K0.04%00.0%Unchanged
Piscataqua Savings Bank857$79.4K0.07%00.0%Unchanged
Hall Laurie J Trustee892$83.0K0.03%00.0%Unchanged
Independence Bank of Kentucky901$83.4K0.01%00.0%Unchanged
Parkside Financial Bank & Trust903$83.6K0.01%+18+2.0%Added
Leonteq Securities AG905$83.8K0.01%+54+6.3%Added
Venturi Wealth Management, LLC927$85.9K0.00%+640+223.0%Added
Exchange Traded Concepts, LLC940$87.1K0.00%−458−32.8%Reduced
MV Capital Management, Inc.959$88.8K0.01%−2−0.2%Reduced
Spurstone Advisory Services, LLC1,000$92.6K1.76%+1,000New
Atlantic Trust, LLC1,006$93.1K0.02%+3+0.3%Added
Gen-Wealth Partners Inc1,025$94.9K0.04%00.0%Unchanged
Cherry Tree Wealth Management, LLC1,029$95.3K0.02%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC1,041$96.4K0.03%00.0%Unchanged
Parallax Volatility Advisers, L.P.1,065$98.6K0.00%+1,065New
Ulland Investment Advisors, LLC1,071$99.0K0.06%00.0%Unchanged
Hanson & Doremus Investment Management1,097$102.0K0.02%+150+15.8%Added
Logan Capital Management Inc1,103$102.1K0.00%00.0%Unchanged
Parvin Asset Management, LLC1,112$103.0K0.11%+1,112New
Estabrook Capital Management1,146$106.1K0.02%00.0%Unchanged
Skopos Labs, Inc.1,171$108.4K0.03%+185+18.8%Added
Bangor Savings Bank1,172$108.5K0.01%00.0%Unchanged
Geneos Wealth Management Inc.1,200$111.1K0.00%−129−9.7%Reduced
Cromwell Holdings LLC1,216$112.6K0.06%00.0%Unchanged
Evelyn Partners Investment Management LLP1,230$113.9K0.00%+1,230New
Stephenson National Bank & Trust1,261$116.8K0.04%00.0%Unchanged
CVA Family Office, LLC1,298$120.2K0.02%+52+4.2%Added
Spire Wealth Management1,299$120.3K0.00%+392+43.2%Added
Assetmark, Inc1,325$122.7K0.00%+849+178.4%Added
Financial Life Planners1,337$123.8K0.10%+1,337New
Quent Capital, LLC1,338$123.9K0.01%00.0%Unchanged
AllSquare Wealth Management LLC1,350$125.0K0.07%00.0%Unchanged
Atlas Capital Advisors LLC1,364$126.3K0.02%+1,350+9,642.9%Added