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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 8,215 | $760.8K | 0.00% | +253+3.2% | Added |
| Apollon Wealth Management, LLC | 8,276 | $766.5K | 0.02% | +1,706+26.0% | Added |
| Glenview Trust Co | 8,395 | $777.5K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 8,415 | $779.0K | 0.02% | 00.0% | Unchanged |
| DF Dent & Co Inc | 8,458 | $783.3K | 0.01% | +217+2.6% | Added |
| Amica Retiree Medical Trust | 8,594 | $796.0K | 0.75% | −745−8.0% | Reduced |
| FineMark National Bank & Trust | 8,651 | $801.2K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 8,745 | $809.9K | 0.01% | −428−4.7% | Reduced |
| Meeder Advisory Services, Inc. | 8,838 | $818.5K | 0.05% | +569+6.9% | Added |
| XTX Topco Ltd | 8,844 | $819.0K | 0.07% | −9,073−50.6% | Reduced |
| Field & Main Bank | 8,872 | $821.6K | 0.29% | −11−0.1% | Reduced |
| Jones Financial Companies LLLP | 8,895 | $823.8K | 0.00% | +3,580+67.4% | Added |
| Dynamic Technology Lab Private Ltd | 8,900 | $824.0K | 0.13% | +8,900 | New |
| Salem Investment Counselors Inc | 8,926 | $826.6K | 0.03% | −264−2.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $827.0K | 0.02% | +5,000+127.2% | Added |
| Johnson Investment Counsel Inc | 8,935 | $827.5K | 0.01% | +1,414+18.8% | Added |
| V-Square Quantitative Management LLC | 8,993 | $832.8K | 0.12% | +1,224+15.8% | Added |
| Holowesko Partners Ltd. | 9,000 | $833.5K | 0.38% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 9,062 | $838.9K | 0.03% | −3,639−28.7% | Reduced |
| Shell Asset Management Co | 9,133 | $846.0K | 0.04% | −304−3.2% | Reduced |
| Kestra Private Wealth Services, LLC | 9,149 | $847.3K | 0.01% | +84+0.9% | Added |
| CAPROCK Group, Inc. | 9,195 | $851.6K | 0.03% | +4,534+97.3% | Added |
| Sequoia Financial Advisors, LLC | 9,217 | $853.6K | 0.01% | −2,209−19.3% | Reduced |
| Boothbay Fund Management, LLC | 9,224 | $854.2K | 0.03% | +9,224 | New |
| Home Federal Bank of Tennessee | 9,231 | $854.9K | 0.25% | −100−1.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,238 | $855.5K | 0.01% | −108,334−92.1% | Reduced |
| Bleakley Financial Group, LLC | 9,334 | $864.4K | 0.03% | +1,413+17.8% | Added |
| Quest Partners LLC | 9,338 | $864.8K | 0.11% | +3,151+50.9% | Added |
| IMA Wealth, Inc. | 9,433 | $873.6K | 0.11% | −137−1.4% | Reduced |
| Ossiam | 9,498 | $879.6K | 0.02% | +8,731+1,138.3% | Added |
| Birch Hill Investment Advisors LLC | 9,625 | $891.4K | 0.04% | −162−1.7% | Reduced |
| GWM Advisors LLC | 9,653 | $894.0K | 0.01% | +514+5.6% | Added |
| Compass Wealth Management LLC | 9,665 | $895.1K | 0.22% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 9,674 | $895.9K | 0.01% | −1,118−10.4% | Reduced |
| Applied Finance Capital Management, LLC | 9,694 | $897.8K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 9,700 | $898.3K | 0.01% | +337+3.6% | Added |
| Parallel Advisors, LLC | 9,722 | $900.4K | 0.02% | +439+4.7% | Added |
| Monarch Capital Management Inc | 9,752 | $903.1K | 0.25% | −135−1.4% | Reduced |
| Trust Co of Toledo NA | 9,816 | $909.1K | 0.12% | +72+0.7% | Added |
| Burney Co | 9,914 | $918.1K | 0.03% | +60+0.6% | Added |
| Tokio Marine Asset Management Co Ltd | 9,993 | $925.5K | 0.03% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 10,290 | $953.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,305 | $954.3K | 0.01% | +741+7.7% | Added |
| Ellevest, Inc. | 10,309 | $954.7K | 0.06% | −762−6.9% | Reduced |
| ISAM Funds (UK) Ltd | 10,309 | $954.7K | 0.71% | +5,466+112.9% | Added |
| Natixis | 10,346 | $958.1K | 0.01% | +10,346 | New |
| Vontobel Holding Ltd. | 10,401 | $963.2K | 0.00% | +141+1.4% | Added |
| Greenleaf Trust | 10,481 | $970.6K | 0.01% | +333+3.3% | Added |
| Bartlett & Co. Wealth Management LLC | 10,573 | $979.2K | 0.01% | +373+3.7% | Added |
| Virtu Financial LLC | 10,705 | $991.0K | 0.05% | +3,303+44.6% | Added |
| Merit Financial Group, LLC | 10,790 | $999.3K | 0.02% | +694+6.9% | Added |
| Ci Investments Inc. | 10,822 | $1.00M | 0.00% | +3,524+48.3% | Added |
| Kovitz Investment Group Partners, LLC | 10,816 | $1.00M | 0.00% | −17,298−61.5% | Reduced |
| Investment Management Corp of Ontario | 11,108 | $1.03M | 0.03% | −2,300−17.2% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,182 | $1.04M | 0.53% | +2,119+23.4% | Added |
| Bridges Investment Management Inc | 11,188 | $1.04M | 0.01% | +472+4.4% | Added |
| Bollard Group LLC | 11,263 | $1.04M | 0.03% | +25+0.2% | Added |
| Principle Wealth Partners LLC | 11,277 | $1.04M | 0.07% | −125−1.1% | Reduced |
| Snowden Capital Advisors LLC | 11,332 | $1.05M | 0.03% | +584+5.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 11,469 | $1.06M | 0.03% | +385+3.5% | Added |
| Diversify Wealth Management, LLC | 11,763 | $1.07M | 0.08% | +5,483+87.3% | Added |
| HighPoint Advisor Group LLC | 11,054 | $1.07M | 0.06% | +217+2.0% | Added |
| Neville Rodie & Shaw Inc | 11,558 | $1.07M | 0.08% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 11,600 | $1.07M | 0.23% | −8−0.1% | Reduced |
| Rossmore Private Capital | 11,711 | $1.08M | 0.13% | −15−0.1% | Reduced |
| Hartford Financial Management Inc. | 11,996 | $1.11M | 0.23% | −500−4.0% | Reduced |
| D. E. Shaw & Co., Inc. | 12,025 | $1.11M | 0.00% | −10,641−46.9% | Reduced |
| Resources Investment Advisors, LLC. | 12,218 | $1.13M | 0.01% | +30.0% | Added |
| Copeland Capital Management, LLC | 12,251 | $1.13M | 0.02% | −155,797−92.7% | Reduced |
| Allstate Corp | 12,328 | $1.14M | 0.03% | +12,328 | New |
| Lazard Asset Management LLC | 12,434 | $1.15M | 0.00% | −2,904−18.9% | Reduced |
| Woodstock Corp | 12,423 | $1.15M | 0.11% | −137−1.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,464 | $1.15M | 0.09% | +2,224+21.7% | Added |
| Ironwood Investment Management LLC | 12,503 | $1.16M | 0.58% | +99+0.8% | Added |
| Moody Lynn & Lieberson, LLC | 12,655 | $1.17M | 0.07% | −1,603−11.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,684 | $1.17M | 0.03% | −10−0.1% | Reduced |
| BKD Wealth Advisors, LLC | 12,697 | $1.18M | 0.03% | −1,935−13.2% | Reduced |
| Parsons Capital Management Inc | 12,755 | $1.18M | 0.06% | −336−2.6% | Reduced |
| Whittier Trust Co | 12,909 | $1.20M | 0.02% | −227−1.7% | Reduced |
| Goelzer Investment Management, Inc. | 12,995 | $1.20M | 0.07% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.20M | 0.15% | 00.0% | Unchanged |
| Atria Investments LLC | 13,149 | $1.22M | 0.02% | +2,304+21.2% | Added |
| Nomura Holdings Inc | 13,162 | $1.22M | 0.01% | +13,162 | New |
| Bryn Mawr Trust Co | 13,249 | $1.23M | 0.02% | −80−0.6% | Reduced |
| Trust Co of Vermont | 13,427 | $1.24M | 0.06% | −266−1.9% | Reduced |
| D.A. Davidson & Co. | 13,450 | $1.25M | 0.01% | −40−0.3% | Reduced |
| Prudential PLC | 13,468 | $1.25M | 0.01% | +6,359+89.4% | Added |
| Metis Global Partners, LLC | 13,485 | $1.25M | 0.04% | +642+5.0% | Added |
| Dash Acquisitions Inc. | 13,071 | $1.25M | 0.27% | +423+3.3% | Added |
| Triangle Securities Wealth Management | 13,766 | $1.27M | 0.33% | −640−4.4% | Reduced |
| Synovus Financial Corp | 13,971 | $1.29M | 0.02% | −153−1.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 14,000 | $1.30M | 0.23% | 00.0% | Unchanged |
| Empirical Finance, LLC | 14,040 | $1.30M | 0.08% | −176−1.2% | Reduced |
| Principal Securities, Inc. | 14,145 | $1.31M | 0.03% | −1,591−10.1% | Reduced |
| Davenport & Co LLC | 14,173 | $1.31M | 0.01% | +197+1.4% | Added |
| Bessemer Group Inc | 14,192 | $1.31M | 0.00% | −677−4.6% | Reduced |
| Private Trust Co NA | 14,339 | $1.33M | 0.14% | −141−1.0% | Reduced |
| Systematic Alpha Investments, LLC | 14,610 | $1.35M | 0.05% | 00.0% | Unchanged |
| Holocene Advisors, LP | 14,709 | $1.36M | 0.00% | −35,984−71.0% | Reduced |
| Hartford Funds Management Co LLC | 14,874 | $1.38M | 0.13% | +59+0.4% | Added |