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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 5,101 | $472.2K | 0.04% | −780−13.3% | Reduced |
| Valley Brook Capital Group | 5,115 | $473.7K | 0.35% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5,124 | $474.5K | 0.23% | +1,558+43.7% | Added |
| Hilltop Holdings Inc. | 5,160 | $477.8K | 0.03% | +1,564+43.5% | Added |
| Penobscot Investment Management Company, Inc. | 5,198 | $481.4K | 0.04% | −905−14.8% | Reduced |
| Moody National Bank Trust Division | 5,201 | $481.7K | 0.05% | −349−6.3% | Reduced |
| Wetherby Asset Management Inc | 5,205 | $482.0K | 0.02% | −234−4.3% | Reduced |
| Gateway Wealth Partners, LLC | 5,240 | $485.2K | 0.13% | +5,240 | New |
| Investment Advisory Services Inc | 5,240 | $485.3K | 0.17% | −63−1.2% | Reduced |
| Freestone Capital Holdings, LLC | 5,300 | $490.8K | 0.02% | 00.0% | Unchanged |
| LGT Group Foundation | 5,306 | $491.4K | 0.01% | −210−3.8% | Reduced |
| Milestone Asset Management Group, LLC | 5,348 | $495.3K | 0.44% | +5,348 | New |
| Sentry Investment Management LLC | 5,418 | $502.0K | 0.24% | −882−14.0% | Reduced |
| Wendell David Associates Inc | 5,494 | $509.0K | 0.05% | −25−0.5% | Reduced |
| Ballentine Partners, LLC | 5,543 | $513.3K | 0.01% | +292+5.6% | Added |
| Ingalls & Snyder LLC | 5,573 | $516.0K | 0.02% | −5−0.1% | Reduced |
| Bull Street Advisors, LLC | 5,632 | $522.0K | 0.25% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,633 | $522.0K | 0.21% | +5,633 | New |
| StoneX Group Inc. | 5,657 | $523.9K | 0.03% | +5,657 | New |
| Qtron Investments LLC | 5,680 | $526.0K | 0.07% | +1,202+26.8% | Added |
| Signaturefd, LLC | 5,701 | $528.0K | 0.01% | +718+14.4% | Added |
| Holderness Investments Co | 5,719 | $529.7K | 0.12% | −20−0.3% | Reduced |
| Garrison Point Advisors, LLC | 5,745 | $532.0K | 0.25% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 5,765 | $533.7K | 0.04% | −32,639−85.0% | Reduced |
| Banque Transatlantique SA | 5,798 | $534.0K | 0.01% | +5,798 | New |
| McElhenny Sheffield Capital Management, LLC | 5,802 | $537.3K | 0.18% | +5,802 | New |
| Quotient Wealth Partners, LLC | 5,839 | $540.8K | 0.02% | +140+2.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,863 | $543.0K | 0.06% | −172−2.9% | Reduced |
| Wolverine Trading, LLC | 5,875 | $543.8K | 0.01% | +1,625+38.2% | Added |
| Walleye Capital LLC | 5,874 | $544.0K | 0.01% | −7,811−57.1% | Reduced |
| Optas, LLC | 5,889 | $545.4K | 0.12% | +367+6.6% | Added |
| MUFG Securities Americas Inc. | 5,898 | $546.2K | 0.07% | +5,898 | New |
| Allred Capital Management, LLC | 5,911 | $547.4K | 0.21% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 5,917 | $548.0K | 0.38% | −25−0.4% | Reduced |
| Ieq Capital, LLC | 5,933 | $549.5K | 0.01% | −10,552−64.0% | Reduced |
| Lindbrook Capital, LLC | 5,958 | $551.8K | 0.05% | +37+0.6% | Added |
| Simmons Bank | 5,974 | $553.3K | 0.04% | −375−5.9% | Reduced |
| Baldwin Investment Management, LLC | 6,007 | $556.3K | 0.07% | −1,850−23.5% | Reduced |
| Cypress Capital Group | 6,058 | $561.1K | 0.07% | −2,515−29.3% | Reduced |
| Soltis Investment Advisors LLC | 6,073 | $562.5K | 0.05% | −19−0.3% | Reduced |
| Meridian Management Co | 6,157 | $570.2K | 0.15% | +53+0.9% | Added |
| Means Investment Co., Inc. | 6,190 | $573.3K | 0.06% | +10.0% | Added |
| Central Trust Co | 6,193 | $573.5K | 0.01% | +90+1.5% | Added |
| Stratos Wealth Partners, LTD. | 6,271 | $580.8K | 0.01% | −1,146−15.5% | Reduced |
| Wedmont Private Capital | 6,400 | $581.0K | 0.03% | +299+4.9% | Added |
| NorthRock Partners, LLC | 6,299 | $583.3K | 0.02% | −172−2.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,318 | $585.1K | 0.02% | −463−6.8% | Reduced |
| Auto-Owners Insurance Co | 6,393 | $592.1K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 6,427 | $595.0K | 0.02% | +1,826+39.7% | Added |
| Rehmann Capital Advisory Group | 6,449 | $597.3K | 0.04% | +3,582+124.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,440 | $598.3K | 0.01% | +1,496+30.3% | Added |
| Mesirow Financial Investment Management, Inc. | 6,480 | $600.3K | 0.01% | +117+1.8% | Added |
| ICW Investment Advisors LLC | 6,522 | $604.0K | 0.25% | +193+3.0% | Added |
| Quantessence Capital LLC | 6,536 | $605.3K | 0.25% | +6,536 | New |
| Moneta Group Investment Advisors LLC | 6,586 | $609.9K | 0.01% | +913+16.1% | Added |
| Westhampton Capital, LLC | 6,587 | $610.0K | 0.31% | 00.0% | Unchanged |
| Cooper Financial Group | 6,613 | $612.5K | 0.07% | +237+3.7% | Added |
| EP Wealth Advisors, LLC | 6,625 | $613.5K | 0.01% | +218+3.4% | Added |
| Campbell & CO Investment Adviser LLC | 6,660 | $616.8K | 0.05% | +458+7.4% | Added |
| ELCO Management Co., LLC | 6,675 | $618.2K | 0.32% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 6,690 | $619.6K | 0.32% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,693 | $619.8K | 0.05% | +1,303+24.2% | Added |
| Amussen Hunsaker Associates LLC | 6,749 | $622.7K | 0.09% | +6,749 | New |
| Ostrum Asset Management | 6,729 | $623.2K | 0.05% | +3,164+88.8% | Added |
| Medallion Wealth Advisors, LLC | 6,632 | $623.5K | 0.31% | +6,632 | New |
| Curbstone Financial Management Corp | 6,748 | $624.9K | 0.13% | +20.0% | Added |
| Larson Financial Group LLC | 6,763 | $626.3K | 0.03% | +368+5.8% | Added |
| Williams Jones Wealth Management, LLC. | 6,826 | $632.2K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 6,836 | $633.1K | 0.02% | +63+0.9% | Added |
| Integrated Wealth Concepts LLC | 6,934 | $642.2K | 0.01% | −831−10.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,945 | $643.2K | 0.04% | +114+1.7% | Added |
| Zions Bancorporation, N.A. | 7,000 | $648.3K | 0.04% | +2,268+47.9% | Added |
| TownSquare Capital, LLC | 7,026 | $650.7K | 0.01% | +1,801+34.5% | Added |
| Werlinich Asset Management, LLC | 7,155 | $662.3K | 0.39% | 00.0% | Unchanged |
| Ar Asset Management Inc | 7,200 | $667.0K | 0.15% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 7,205 | $667.2K | 0.03% | +63+0.9% | Added |
| Romano Brothers and Company | 7,247 | $671.1K | 0.08% | −137−1.9% | Reduced |
| Horizon Investments, LLC | 7,261 | $672.4K | 0.02% | +102+1.4% | Added |
| Fire Capital Management LLC | 7,346 | $680.3K | 0.51% | +7,346 | New |
| Financial Advisors Network, Inc. | 7,386 | $684.1K | 0.11% | +7,386 | New |
| Choate Investment Advisors | 7,391 | $684.5K | 0.02% | +2,817+61.6% | Added |
| TD Private Client Wealth LLC | 7,394 | $684.8K | 0.02% | −432−5.5% | Reduced |
| Chicago Capital, LLC | 7,406 | $685.9K | 0.02% | +13+0.2% | Added |
| Curated Wealth Partners LLC | 7,451 | $690.0K | 0.08% | −37−0.5% | Reduced |
| Eastern Bank | 7,498 | $694.4K | 0.01% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 7,525 | $696.9K | 0.04% | −985−11.6% | Reduced |
| Pring Turner Capital Group Inc | 7,575 | $701.5K | 0.47% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 7,638 | $707.4K | 0.01% | +536+7.5% | Added |
| Lecap Asset Management Ltd | 7,654 | $708.8K | 0.19% | +7,654 | New |
| Triasima Portfolio Management inc. | 7,820 | $724.2K | 0.14% | +7,820 | New |
| Vestcor Inc | 7,866 | $728.0K | 0.02% | −9−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 7,886 | $730.3K | 0.03% | +371+4.9% | Added |
| Lido Advisors, LLC | 7,981 | $739.1K | 0.00% | −291−3.5% | Reduced |
| Lee Danner & Bass Inc | 7,983 | $739.3K | 0.06% | −517−6.1% | Reduced |
| Summit Trail Advisors, LLC | 8,070 | $747.4K | 0.03% | +971+13.7% | Added |
| Dumont & Blake Investment Advisors LLC | 8,077 | $748.0K | 0.20% | +14+0.2% | Added |
| Vident Advisory, LLC | 8,096 | $749.8K | 0.01% | +1,022+14.4% | Added |
| Marble Harbor Investment Counsel, LLC | 8,119 | $751.9K | 0.08% | 00.0% | Unchanged |
| Empowered Funds, LLC | 8,131 | $753.0K | 0.01% | +845+11.6% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 8,145 | $754.3K | 0.26% | +8,145 | New |