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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 1,366 | $126.5K | 0.06% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,366 | $126.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,379 | $127.7K | 0.00% | −240−14.8% | Reduced |
| GeoWealth Management, LLC | 1,423 | $131.8K | 0.00% | −228−13.8% | Reduced |
| Acropolis Investment Management, LLC | 1,439 | $133.3K | 0.01% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 1,463 | $135.5K | 0.13% | +1,463 | New |
| Resources Management Corp | 1,480 | $137.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,452 | $138.5K | 0.01% | −222−13.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,531 | $142.0K | 0.05% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,565 | $144.9K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,632 | $151.1K | 0.07% | −17−1.0% | Reduced |
| Smithfield Trust Co | 1,660 | $152.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,654 | $153.2K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,655 | $153.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,676 | $155.2K | 0.01% | +136+8.8% | Added |
| First Financial Corp | 1,703 | $157.7K | 0.07% | +4+0.2% | Added |
| Broadwater Capital Management LLC | 1,822 | $168.7K | 0.13% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,831 | $169.6K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,853 | $171.6K | 0.11% | −5,152−73.5% | Reduced |
| USA Financial Portformulas Corp | 1,880 | $174.1K | 0.03% | +1,880 | New |
| Grove Bank & Trust | 1,917 | $177.5K | 0.02% | +39+2.1% | Added |
| State of Wyoming | 1,956 | $181.1K | 0.02% | −381−16.3% | Reduced |
| Citizens National Bank Trust Department | 1,961 | $181.6K | 0.04% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,973 | $182.7K | 0.07% | −300−13.2% | Reduced |
| Van Hulzen Asset Management, LLC | 2,000 | $185.2K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,015 | $186.6K | 0.02% | −500−19.9% | Reduced |
| Smartleaf Asset Management LLC | 2,017 | $186.7K | 0.02% | +511+33.9% | Added |
| Headlands Technologies LLC | 2,035 | $188.5K | 0.02% | +2,035 | New |
| Manchester Capital Management LLC | 2,050 | $189.9K | 0.02% | +9+0.4% | Added |
| Fedenia Advisers LLC | 2,108 | $195.2K | 0.11% | +2,108 | New |
| Wellington Shields & Co., LLC | 2,137 | $197.9K | 0.06% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,168 | $200.8K | 0.01% | −10−0.5% | Reduced |
| Haverford Trust Co | 2,178 | $201.7K | 0.00% | −150−6.4% | Reduced |
| Northeast Investment Management | 2,195 | $203.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,201 | $203.8K | 0.01% | +27+1.2% | Added |
| Court Place Advisors, LLC | 2,206 | $204.3K | 0.07% | −316−12.5% | Reduced |
| Massmutual Trust Co FSB | 2,207 | $204.4K | 0.01% | +100+4.7% | Added |
| Tyche Wealth Partners LLC | 2,207 | $204.4K | 0.04% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,212 | $204.9K | 0.01% | −59−2.6% | Reduced |
| Montis Financial, LLC | 2,216 | $205.2K | 0.06% | +110+5.2% | Added |
| Avestar Capital, LLC | 2,228 | $206.3K | 0.02% | +143+6.9% | Added |
| Ronald Blue Trust, Inc. | 2,235 | $206.9K | 0.00% | −872−28.1% | Reduced |
| MSH Capital Advisors LLC | 2,240 | $207.4K | 0.07% | −200−8.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,247 | $208.0K | 0.01% | +145+6.9% | Added |
| First City Capital Management, Inc. | 2,250 | $208.4K | 0.11% | −150−6.3% | Reduced |
| Longboard Asset Management, LP | 2,261 | $209.4K | 0.55% | +2,261 | New |
| Optimum Investment Advisors | 2,262 | $209.5K | 0.09% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2,265 | $209.8K | 0.11% | +1,759+347.6% | Added |
| Interchange Capital Partners, LLC | 2,267 | $209.9K | 0.08% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,268 | $210.0K | 0.02% | −17−0.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,275 | $210.7K | 0.01% | −19−0.8% | Reduced |
| Naples Global Advisors, LLC | 2,283 | $211.4K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,293 | $212.4K | 0.00% | −1,319−36.5% | Reduced |
| New Age Alpha Advisors, LLC | 2,296 | $212.6K | 0.01% | +2,296 | New |
| Lake Street Advisors Group, LLC | 2,297 | $212.7K | 0.01% | +154+7.2% | Added |
| Washington Trust Advisors, Inc. | 2,300 | $213.0K | 0.02% | 00.0% | Unchanged |
| Sabal Trust CO | 2,303 | $213.3K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,325 | $215.3K | 0.01% | −725−23.8% | Reduced |
| Baader Bank INC | 2,336 | $216.3K | 0.02% | 00.0% | Unchanged |
| Sentry LLC | 2,341 | $216.8K | 0.04% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,343 | $217.0K | 0.01% | −110−4.5% | Reduced |
| Great Lakes Advisors, LLC | 2,348 | $217.4K | 0.00% | −104−4.2% | Reduced |
| Mairs & Power Inc | 2,363 | $218.8K | 0.00% | +435+22.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,372 | $219.7K | 0.03% | +5+0.2% | Added |
| Capital Advantage, Inc. | 2,374 | $219.9K | 0.04% | +2,374 | New |
| Stock Yards Bank & Trust Co | 2,378 | $220.2K | 0.01% | −125−5.0% | Reduced |
| AlTi Global, Inc. | 2,404 | $223.0K | 0.01% | +113+4.9% | Added |
| Colonial Trust Advisors | 2,412 | $223.4K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 2,416 | $223.7K | 0.02% | −599−19.9% | Reduced |
| First Foundation Advisors | 2,433 | $225.3K | 0.01% | −6−0.2% | Reduced |
| PKS Advisory Services, LLC | 2,439 | $225.9K | 0.06% | +2,439 | New |
| Brighton Jones LLC | 2,440 | $226.0K | 0.01% | −72−2.9% | Reduced |
| Sky Investment Group LLC | 2,441 | $226.1K | 0.04% | −57−2.3% | Reduced |
| Prospera Financial Services Inc | 2,443 | $226.6K | 0.01% | −29−1.2% | Reduced |
| Farmers Trust Co | 2,450 | $226.9K | 0.04% | −13−0.5% | Reduced |
| Citizens Financial Group Inc | 2,457 | $227.6K | 0.00% | +2,457 | New |
| Acadian Asset Management LLC | 2,471 | $228.0K | 0.00% | −2,831−53.4% | Reduced |
| Manning & Napier Advisors LLC | 2,464 | $228.2K | 0.00% | +40+1.7% | Added |
| Wealthspire Advisors, LLC | 2,465 | $228.3K | 0.00% | +190+8.4% | Added |
| Leavell Investment Management, Inc. | 2,484 | $230.0K | 0.01% | +327+15.2% | Added |
| First National Trust Co | 2,488 | $230.4K | 0.01% | −114−4.4% | Reduced |
| Syon Capital LLC | 2,489 | $230.5K | 0.02% | +2,489 | New |
| Spinnaker Trust | 2,490 | $230.6K | 0.01% | +100+4.2% | Added |
| Aventura Private Wealth, LLC | 2,491 | $230.7K | 0.12% | +2,491 | New |
| GKV Capital Management Co., Inc. | 2,500 | $231.5K | 0.09% | +2,500 | New |
| Sterling Financial Planning, Inc. | 2,513 | $232.7K | 0.09% | +13+0.5% | Added |
| Custos Family Office, LLC | 2,515 | $232.9K | 0.08% | +2,515 | New |
| Charter Oak Capital Management, LLC | 2,524 | $233.7K | 0.02% | −2−0.1% | Reduced |
| Stonebridge Capital Advisors LLC | 2,525 | $233.8K | 0.02% | −641−20.2% | Reduced |
| Ausdal Financial Partners, Inc. | 2,526 | $234.0K | 0.02% | +2,526 | New |
| Laurel Wealth Advisors LLC | 2,530 | $234.3K | 0.04% | −25−1.0% | Reduced |
| KCM Investment Advisors LLC | 2,532 | $234.5K | 0.01% | −359−12.4% | Reduced |
| Founders Capital Management, LLC | 2,537 | $235.0K | 0.04% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 2,545 | $235.7K | 0.00% | +2,545 | New |
| Shelton Capital Management | 2,559 | $237.0K | 0.01% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,579 | $238.8K | 0.04% | −52−2.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 2,582 | $239.1K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,597 | $240.5K | 0.01% | −146−5.3% | Reduced |
| Equitable Holdings, Inc. | 2,604 | $241.2K | 0.00% | −93−3.4% | Reduced |
| Sapient Capital LLC | 2,605 | $241.2K | 0.00% | +35+1.4% | Added |