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 |
|---|---|---|---|---|---|
| Aveo Capital Partners, LLC | 2,619 | $242.5K | 0.03% | −39−1.5% | Reduced |
| Cobblestone Capital Advisors LLC | 2,623 | $242.9K | 0.01% | −44−1.6% | Reduced |
| Donaldson Capital Management, LLC | 2,646 | $245.0K | 0.01% | −562−17.5% | Reduced |
| Callan Capital, LLC | 2,649 | $245.3K | 0.02% | −127−4.6% | Reduced |
| MEMBERS Trust Co | 2,654 | $245.8K | 0.01% | −87−3.2% | Reduced |
| Colonial Trust Co | 2,676 | $247.8K | 0.04% | −93−3.4% | Reduced |
| Azimuth Capital Investment Management LLC | 2,685 | $248.7K | 0.01% | −150−5.3% | Reduced |
| Clarius Group, LLC | 2,686 | $248.8K | 0.02% | +2+0.1% | Added |
| Coldstream Capital Management Inc | 2,689 | $249.0K | 0.01% | +109+4.2% | Added |
| Financial Advisory Corp | 2,709 | $251.0K | 0.09% | −117−4.1% | Reduced |
| Howard Capital Management Inc. | 2,741 | $253.8K | 0.00% | +139+5.3% | Added |
| Sentinel Trust Co Lba | 2,750 | $255.0K | 0.03% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $256.1K | 0.19% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,766 | $256.2K | 0.10% | +10.0% | Added |
| Crestwood Advisors Group LLC | 2,772 | $256.7K | 0.00% | +71+2.6% | Added |
| Montecito Bank & Trust | 2,777 | $257.2K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,780 | $257.5K | 0.03% | +778+38.9% | Added |
| Mountain Pacific Investment Advisers Inc | 2,790 | $258.4K | 0.02% | 00.0% | Unchanged |
| Riverwater Partners LLC | 2,794 | $258.8K | 0.13% | −98−3.4% | Reduced |
| Forbes J M & Co LLP | 2,804 | $259.7K | 0.02% | −52−1.8% | Reduced |
| Principal Street Partners, LLC | 2,808 | $260.0K | 0.05% | −589−17.3% | Reduced |
| Ancora Advisors, LLC | 2,808 | $260.0K | 0.01% | +28+1.0% | Added |
| South State Corp. | 2,809 | $260.1K | 0.02% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 2,825 | $261.6K | 0.00% | −40−1.4% | Reduced |
| Adviser Investments LLC | 2,836 | $262.6K | 0.00% | +18+0.6% | Added |
| Ritholtz Wealth Management | 2,838 | $262.8K | 0.01% | −13−0.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,838 | $262.8K | 0.02% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,852 | $264.1K | 0.01% | +383+15.5% | Added |
| Reuter James Wealth Management, LLC | 2,853 | $264.2K | 0.05% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,860 | $265.2K | 0.01% | +126+4.6% | Added |
| Bragg Financial Advisors, Inc | 2,867 | $265.5K | 0.01% | −300−9.5% | Reduced |
| Penserra Capital Management LLC | 2,886 | $266.0K | 0.00% | +948+48.9% | Added |
| St Germain D J Co Inc | 2,873 | $266.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,881 | $266.8K | 0.01% | +47+1.7% | Added |
| Centaurus Financial, Inc. | 2,888 | $267.0K | 0.02% | −42−1.4% | Reduced |
| Vise Technologies, Inc. | 2,884 | $267.1K | 0.02% | +2,884 | New |
| Tritonpoint Wealth, LLC | 2,892 | $267.8K | 0.02% | −5−0.2% | Reduced |
| S.A. Mason LLC | 2,892 | $267.9K | 0.14% | −99−3.3% | Reduced |
| Forum Financial Management, LP | 2,893 | $267.9K | 0.00% | +311+12.0% | Added |
| Enterprise Financial Services Corp | 2,894 | $268.0K | 0.15% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,896 | $268.2K | 0.08% | +39+1.4% | Added |
| Cypress Advisory Group LLC | 2,900 | $268.6K | 0.25% | +2,900 | New |
| Mitchell McLeod Pugh & Williams Inc | 2,902 | $268.8K | 0.06% | −207−6.7% | Reduced |
| Raiffeisen Bank International AG | 2,910 | $269.4K | 0.00% | +2,910 | New |
| Signature Wealth Management Partners, LLC | 2,910 | $269.5K | 0.19% | 00.0% | Unchanged |
| Change Path, LLC | 2,917 | $270.1K | 0.01% | +707+32.0% | Added |
| New England Capital Financial Advisors LLC | 2,923 | $270.7K | 0.13% | −30−1.0% | Reduced |
| LCM Capital Management Inc | 2,928 | $271.2K | 0.15% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 2,932 | $271.5K | 0.03% | −90−3.0% | Reduced |
| Mission Wealth Management, LP | 2,955 | $273.6K | 0.01% | −225−7.1% | Reduced |
| Founders Financial Securities LLC | 2,967 | $274.8K | 0.02% | +231+8.4% | Added |
| Keynote Financial Services LLC | 2,975 | $275.5K | 0.21% | −75−2.5% | Reduced |
| McDonald Partners LLC | 2,977 | $275.8K | 0.07% | −174−5.5% | Reduced |
| AE Wealth Management LLC | 2,978 | $275.8K | 0.00% | +1,004+50.9% | Added |
| Dover Advisors, LLC | 2,981 | $276.1K | 0.16% | −167−5.3% | Reduced |
| Qsemble Capital Management, LP | 2,984 | $276.3K | 0.04% | +2,984 | New |
| Meridian Wealth Management, LLC | 2,994 | $277.2K | 0.01% | −97−3.1% | Reduced |
| Arkadios Wealth Advisors | 2,996 | $277.5K | 0.02% | +499+20.0% | Added |
| Systematic Financial Management LP | 3,000 | $277.8K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $277.8K | 0.04% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $277.8K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 3,017 | $279.4K | 0.09% | −100−3.2% | Reduced |
| General Partner, Inc. | 3,029 | $280.5K | 0.17% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,047 | $282.2K | 0.01% | +65+2.2% | Added |
| Bard Financial Services, Inc. | 3,050 | $282.5K | 0.03% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 3,072 | $284.5K | 0.03% | +12+0.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,112 | $288.2K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 3,121 | $289.0K | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,122 | $289.1K | 0.00% | −1,924−38.1% | Reduced |
| Chemung Canal Trust Co | 3,138 | $290.6K | 0.06% | −9−0.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,145 | $291.0K | 0.13% | +9+0.3% | Added |
| Oxford Asset Management LLP | 3,157 | $292.4K | 0.13% | +3,157 | New |
| Tiemann Investment Advisors, LLC | 3,159 | $292.6K | 0.13% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,172 | $293.7K | 0.03% | +100+3.3% | Added |
| Flagship Harbor Advisors, LLC | 3,185 | $294.9K | 0.02% | −182−5.4% | Reduced |
| Trust Point Inc. | 3,192 | $295.6K | 0.02% | −10.0% | Reduced |
| Boyd Watterson Asset Management LLC | 3,208 | $297.1K | 0.08% | −20−0.6% | Reduced |
| Flputnam Investment Management Co | 3,208 | $297.1K | 0.01% | −173−5.1% | Reduced |
| Quarry LP | 3,219 | $298.1K | 0.06% | +3,179+7,947.5% | Added |
| Country Club Bank | 3,227 | $298.7K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,249 | $300.9K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 3,301 | $305.7K | 0.01% | −267−7.5% | Reduced |
| Intrua Financial, LLC | 3,304 | $306.0K | 0.05% | −245−6.9% | Reduced |
| First Citizens Bank & Trust Co | 3,317 | $307.2K | 0.01% | +12+0.4% | Added |
| NewEdge Wealth, LLC | 3,320 | $307.4K | 0.01% | +138+4.3% | Added |
| Axxcess Wealth Management, LLC | 3,327 | $308.1K | 0.01% | −57−1.7% | Reduced |
| PFG Investments, LLC | 3,342 | $309.5K | 0.02% | +131+4.1% | Added |
| Defined Wealth Management, LLC | 3,342 | $309.5K | 0.21% | +2+0.1% | Added |
| Tower Bridge Advisors | 3,346 | $309.9K | 0.03% | −112−3.2% | Reduced |
| NTV Asset Management LLC | 3,360 | $311.2K | 0.04% | −50−1.5% | Reduced |
| Values First Advisors, Inc. | 3,381 | $313.2K | 0.17% | +1,727+104.4% | Added |
| Fruth Investment Management | 3,403 | $315.0K | 0.09% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,414 | $316.2K | 0.00% | +40+1.2% | Added |
| Chicago Trust Co NA | 3,428 | $317.5K | 0.06% | +750+28.0% | Added |
| Farmers National Bank | 3,429 | $317.6K | 0.09% | +3,429 | New |
| Resonant Capital Advisors, LLC | 3,455 | $320.0K | 0.02% | +105+3.1% | Added |
| Addison Advisors LLC | 3,465 | $320.9K | 0.09% | −10.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,467 | $321.1K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 3,468 | $321.2K | 0.08% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,498 | $324.0K | 0.19% | +73+2.1% | Added |