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 |
|---|---|---|---|---|---|
| Northwest Bancshares, Inc. | 3,505 | $324.6K | 0.06% | 00.0% | Unchanged |
| Essential Planning, LLC. | 3,250 | $326.1K | 0.00% | +3,250 | New |
| Patten & Patten Inc | 3,527 | $326.6K | 0.02% | −10−0.3% | Reduced |
| Washington Trust Co | 3,532 | $327.1K | 0.01% | +3+0.1% | Added |
| Americana Partners, LLC | 3,534 | $327.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,541 | $327.9K | 0.06% | −51−1.4% | Reduced |
| Aberdeen Wealth Management LLC | 3,574 | $331.0K | 0.23% | −50−1.4% | Reduced |
| Fortune Financial Advisors, LLC | 3,574 | $331.0K | 0.30% | +5+0.1% | Added |
| Callan Family Office, LLC | 3,575 | $331.1K | 0.02% | +3,575 | New |
| Aaron Wealth Advisors | 3,584 | $331.9K | 0.04% | +3,584 | New |
| GSB Wealth Management, LLC | 3,588 | $332.3K | 0.09% | +13+0.4% | Added |
| Aprio Wealth Management, LLC | 3,620 | $335.2K | 0.05% | +896+32.9% | Added |
| Bokf, NA | 3,695 | $335.4K | 0.01% | +10+0.3% | Added |
| Concurrent Investment Advisors, LLC | 3,639 | $337.0K | 0.01% | −58−1.6% | Reduced |
| Boston Private Wealth LLC | 3,644 | $337.5K | 0.01% | +3,644 | New |
| Kinneret Advisory, LLC | 3,672 | $340.1K | 0.03% | −171−4.4% | Reduced |
| Global Retirement Partners, LLC | 3,680 | $340.8K | 0.01% | −3−0.1% | Reduced |
| QSV Equity Investors LLC | 3,702 | $342.8K | 0.33% | +7+0.2% | Added |
| Fidelis Capital Partners, LLC | 3,634 | $343.6K | 0.03% | +75+2.1% | Added |
| Gamco Investors, Inc. Et Al | 3,720 | $344.5K | 0.00% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,734 | $346.0K | 0.02% | 00.0% | Unchanged |
| Clarendon Private LLC | 3,772 | $349.3K | 0.37% | +3,772 | New |
| Frank, Rimerman Advisors LLC | 3,773 | $349.4K | 0.03% | +3,773 | New |
| Robinson Smith Wealth Advisors LLC | 3,776 | $349.7K | 0.30% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,777 | $349.8K | 0.02% | +44+1.2% | Added |
| Headinvest, LLC | 3,787 | $350.7K | 0.07% | −101−2.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,798 | $351.7K | 0.01% | −1,312−25.7% | Reduced |
| Waldron Private Wealth LLC | 3,823 | $354.0K | 0.01% | −789−17.1% | Reduced |
| HBK Sorce Advisory LLC | 3,822 | $354.0K | 0.01% | +18+0.5% | Added |
| CX Institutional | 3,846 | $356.3K | 0.01% | +97+2.6% | Added |
| Rialto Wealth Management, LLC | 3,889 | $360.2K | 0.12% | +3,889 | New |
| Ameritas Investment Partners, Inc. | 3,892 | $360.4K | 0.01% | −165−4.1% | Reduced |
| Atwood & Palmer Inc | 3,982 | $368.8K | 0.03% | +7+0.2% | Added |
| Quadrant Capital Group LLC | 3,982 | $368.8K | 0.03% | +10+0.3% | Added |
| Invesco, LLC | 3,983 | $368.9K | 0.15% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 4,008 | $371.2K | 0.12% | −167−4.0% | Reduced |
| Knollwood Investment Advisory, LLC | 4,008 | $371.2K | 0.04% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 4,015 | $371.8K | 0.37% | +9+0.2% | Added |
| Charter Trust Co | 4,036 | $373.8K | 0.02% | −508−11.2% | Reduced |
| Fiduciary Group LLC | 4,086 | $378.4K | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,115 | $381.0K | 0.07% | −47−1.1% | Reduced |
| Mystic Asset Management, Inc. | 4,122 | $381.7K | 0.10% | +4,122 | New |
| Sound View Wealth Advisors Group, LLC | 4,123 | $381.9K | 0.03% | +185+4.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,762 | $384.4K | 0.00% | −594−13.6% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,152 | $384.5K | 0.10% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,163 | $385.5K | 0.01% | +2,176+109.5% | Added |
| First Horizon Advisors, Inc. | 4,183 | $387.5K | 0.01% | +19+0.5% | Added |
| BSW Wealth Partners | 4,193 | $388.3K | 0.06% | +206+5.2% | Added |
| Boston Trust Walden Corp | 4,198 | $388.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,199 | $388.9K | 0.04% | −138−3.2% | Reduced |
| Schnieders Capital Management LLC | 4,213 | $390.2K | 0.08% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 4,225 | $391.3K | 0.20% | −500−10.6% | Reduced |
| Profund Advisors LLC | 4,237 | $392.4K | 0.01% | −680−13.8% | Reduced |
| Busey Wealth Management | 4,264 | $394.9K | 0.01% | −687−13.9% | Reduced |
| Graypoint LLC | 4,267 | $395.2K | 0.02% | +152+3.7% | Added |
| Ferguson Wellman Capital Management, Inc | 4,270 | $395.4K | 0.01% | −817−16.1% | Reduced |
| Drexel Morgan & Co. | 4,288 | $397.1K | 0.08% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $398.2K | 0.12% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,306 | $398.8K | 0.03% | 00.0% | Unchanged |
| Mirova | 4,324 | $400.4K | 0.07% | −181−4.0% | Reduced |
| Pointe Capital Management LLC | 4,326 | $400.6K | 0.23% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 4,359 | $403.7K | 0.01% | +4,359 | New |
| Marshall Wace, LLP | 4,362 | $404.0K | 0.00% | −30,439−87.5% | Reduced |
| Mutual Advisors, LLC | 4,339 | $404.4K | 0.01% | −128−2.9% | Reduced |
| Philadelphia Trust Co | 4,399 | $407.0K | 0.03% | −225−4.9% | Reduced |
| Texas Bank & Trust Co | 4,400 | $407.5K | 0.17% | +4,400 | New |
| Exencial Wealth Advisors, LLC | 4,405 | $407.9K | 0.02% | −59−1.3% | Reduced |
| 1st Source Bank | 4,411 | $408.5K | 0.02% | −18−0.4% | Reduced |
| Forte Capital LLC | 4,413 | $408.7K | 0.05% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,416 | $409.0K | 0.02% | +162+3.8% | Added |
| Pitcairn Co | 4,420 | $409.3K | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,437 | $410.7K | 0.04% | −129−2.8% | Reduced |
| Beck Mack & Oliver LLC | 4,472 | $414.2K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,483 | $415.2K | 0.01% | −233−4.9% | Reduced |
| Geller Advisors LLC | 4,499 | $416.7K | 0.03% | −141−3.0% | Reduced |
| Gabelli Funds LLC | 4,500 | $416.7K | 0.00% | 00.0% | Unchanged |
| Excalibur Management Corp | 4,525 | $419.1K | 0.17% | −11−0.2% | Reduced |
| Verdence Capital Advisors LLC | 4,529 | $419.4K | 0.03% | −224−4.7% | Reduced |
| Radnor Capital Management, LLC | 4,552 | $422.0K | 0.07% | −224−4.7% | Reduced |
| Sovereign Financial Group, Inc. | 4,562 | $422.5K | 0.10% | −67−1.4% | Reduced |
| Core Wealth Partners LLC | 4,570 | $423.2K | 0.24% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,591 | $425.1K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 4,593 | $425.4K | 0.01% | +4,593 | New |
| Grimes & Company, Inc. | 4,624 | $428.2K | 0.01% | −1,009−17.9% | Reduced |
| Trust Co of Virginia | 4,645 | $430.2K | 0.04% | −51−1.1% | Reduced |
| Stephens Inc | 4,725 | $437.6K | 0.01% | −225−4.5% | Reduced |
| IHT Wealth Management, LLC | 4,766 | $441.3K | 0.01% | −698−12.8% | Reduced |
| Baker Avenue Asset Management, LP | 4,901 | $453.9K | 0.01% | +17+0.3% | Added |
| Cary Street Partners Financial LLC | 4,902 | $454.0K | 0.01% | +4,902 | New |
| Prime Capital Investment Advisors, LLC | 4,920 | $455.6K | 0.01% | +61+1.3% | Added |
| Moors & Cabot, Inc. | 4,924 | $456.0K | 0.02% | −69−1.4% | Reduced |
| Umb Bank N A | 4,929 | $456.5K | 0.01% | +137+2.9% | Added |
| GWN Securities Inc. | 4,726 | $456.9K | 0.12% | +4,726 | New |
| Montag A & Associates Inc | 4,949 | $458.4K | 0.02% | −667−11.9% | Reduced |
| First Western Trust Bank | 4,950 | $458.4K | 0.02% | +1,180+31.3% | Added |
| Everett Harris & Co | 4,967 | $460.0K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 4,971 | $460.3K | 0.01% | +326+7.0% | Added |
| City Holding Co | 5,001 | $463.1K | 0.07% | +357+7.7% | Added |
| National Asset Management, Inc. | 5,015 | $464.5K | 0.02% | −1,652−24.8% | Reduced |
| Checchi Capital Advisers, LLC | 5,065 | $469.1K | 0.04% | +31+0.6% | Added |