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 |
|---|---|---|---|---|---|
| Northeast Investment Management | 2,195 | $203.3K | 0.01% | 00.0% | Unchanged |
| Haverford Trust Co | 2,178 | $201.7K | 0.00% | −150−6.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,168 | $200.8K | 0.01% | −10−0.5% | Reduced |
| Wellington Shields & Co., LLC | 2,137 | $197.9K | 0.06% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 2,108 | $195.2K | 0.11% | +2,108 | New |
| Manchester Capital Management LLC | 2,050 | $189.9K | 0.02% | +9+0.4% | Added |
| Headlands Technologies LLC | 2,035 | $188.5K | 0.02% | +2,035 | New |
| Smartleaf Asset Management LLC | 2,017 | $186.7K | 0.02% | +511+33.9% | Added |
| Anchor Investment Management, LLC | 2,015 | $186.6K | 0.02% | −500−19.9% | Reduced |
| Van Hulzen Asset Management, LLC | 2,000 | $185.2K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,973 | $182.7K | 0.07% | −300−13.2% | Reduced |
| Citizens National Bank Trust Department | 1,961 | $181.6K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 1,956 | $181.1K | 0.02% | −381−16.3% | Reduced |
| Grove Bank & Trust | 1,917 | $177.5K | 0.02% | +39+2.1% | Added |
| USA Financial Portformulas Corp | 1,880 | $174.1K | 0.03% | +1,880 | New |
| Cary Street Partner Investment Advisory LLC | 1,853 | $171.6K | 0.11% | −5,152−73.5% | Reduced |
| North Star Investment Management Corp. | 1,831 | $169.6K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,822 | $168.7K | 0.13% | 00.0% | Unchanged |
| First Financial Corp | 1,703 | $157.7K | 0.07% | +4+0.2% | Added |
| IFP Advisors, Inc | 1,676 | $155.2K | 0.01% | +136+8.8% | Added |
| Harbor Investment Advisory, LLC | 1,655 | $153.3K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,654 | $153.2K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,660 | $152.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,632 | $151.1K | 0.07% | −17−1.0% | Reduced |
| Bank of New Hampshire | 1,565 | $144.9K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,531 | $142.0K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 1,452 | $138.5K | 0.01% | −222−13.3% | Reduced |
| Resources Management Corp | 1,480 | $137.0K | 0.02% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 1,463 | $135.5K | 0.13% | +1,463 | New |
| Acropolis Investment Management, LLC | 1,439 | $133.3K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,423 | $131.8K | 0.00% | −228−13.8% | Reduced |
| Farther Finance Advisors, LLC | 1,379 | $127.7K | 0.00% | −240−14.8% | Reduced |
| 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 |
| Atlas Capital Advisors LLC | 1,364 | $126.3K | 0.02% | +1,350+9,642.9% | Added |
| AllSquare Wealth Management LLC | 1,350 | $125.0K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,338 | $123.9K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 1,337 | $123.8K | 0.10% | +1,337 | New |
| Assetmark, Inc | 1,325 | $122.7K | 0.00% | +849+178.4% | Added |
| Spire Wealth Management | 1,299 | $120.3K | 0.00% | +392+43.2% | Added |
| CVA Family Office, LLC | 1,298 | $120.2K | 0.02% | +52+4.2% | Added |
| Stephenson National Bank & Trust | 1,261 | $116.8K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 1,230 | $113.9K | 0.00% | +1,230 | New |
| Cromwell Holdings LLC | 1,216 | $112.6K | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,200 | $111.1K | 0.00% | −129−9.7% | Reduced |
| Bangor Savings Bank | 1,172 | $108.5K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,171 | $108.4K | 0.03% | +185+18.8% | Added |
| Estabrook Capital Management | 1,146 | $106.1K | 0.02% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 1,112 | $103.0K | 0.11% | +1,112 | New |
| Logan Capital Management Inc | 1,103 | $102.1K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,097 | $102.0K | 0.02% | +150+15.8% | Added |
| Ulland Investment Advisors, LLC | 1,071 | $99.0K | 0.06% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,065 | $98.6K | 0.00% | +1,065 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,041 | $96.4K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,029 | $95.3K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,025 | $94.9K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,006 | $93.1K | 0.02% | +3+0.3% | Added |
| Spurstone Advisory Services, LLC | 1,000 | $92.6K | 1.76% | +1,000 | New |
| MV Capital Management, Inc. | 959 | $88.8K | 0.01% | −2−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 940 | $87.1K | 0.00% | −458−32.8% | Reduced |
| Venturi Wealth Management, LLC | 927 | $85.9K | 0.00% | +640+223.0% | Added |
| Leonteq Securities AG | 905 | $83.8K | 0.01% | +54+6.3% | Added |
| Parkside Financial Bank & Trust | 903 | $83.6K | 0.01% | +18+2.0% | Added |
| Independence Bank of Kentucky | 901 | $83.4K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 892 | $83.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 857 | $79.4K | 0.07% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 833 | $77.1K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 822 | $76.1K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $76.0K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 800 | $74.1K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 791 | $73.3K | 0.00% | +791 | New |
| Capital Analysts, LLC | 781 | $72.0K | 0.00% | +64+8.9% | Added |
| Brown, Lisle/Cummings, Inc. | 776 | $71.9K | 0.02% | +776 | New |
| Eagle Bay Advisors LLC | 760 | $70.3K | 0.04% | −77−9.2% | Reduced |
| ESL Trust Services, LLC | 750 | $69.5K | 0.02% | +750 | New |
| Center for Financial Planning, Inc. | 749 | $69.4K | 0.01% | −3−0.4% | Reduced |
| Sawyer & Company, Inc | 750 | $69.0K | 0.03% | +750 | New |
| Pacifica Partners Inc. | 741 | $68.3K | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 737 | $68.3K | 0.00% | +737 | New |
| Cassady Schiller Wealth Management, LLC | 736 | $68.2K | 0.03% | +37+5.3% | Added |
| First Community Trust NA | 736 | $68.2K | 0.05% | +61+9.0% | Added |
| Carolinas Wealth Consulting LLC | 724 | $67.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 718 | $66.5K | 0.01% | +226+45.9% | Added |
| CoreCap Advisors, LLC | 716 | $66.3K | 0.00% | +6+0.8% | Added |
| Bellevue Asset Management, LLC | 716 | $66.3K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 716 | $66.3K | 0.03% | +4+0.6% | Added |
| POM Investment Strategies, LLC | 712 | $65.9K | 0.05% | 00.0% | Unchanged |
| Oakmont Corp | 705 | $65.3K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 702 | $65.0K | 0.04% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 682 | $63.2K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 676 | $62.6K | 0.02% | +26+4.0% | Added |
| Coppell Advisory Solutions LLC | 668 | $61.9K | 0.01% | +69+11.5% | Added |
| City State Bank | 657 | $60.8K | 0.02% | −91−12.2% | Reduced |
| Acima Private Wealth, LLC | 650 | $60.2K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 635 | $58.8K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 633 | $58.6K | 0.00% | −4−0.6% | Reduced |
| Versant Capital Management, Inc | 632 | $58.5K | 0.01% | +478+310.4% | Added |
| WPG Advisers, LLC | 630 | $58.3K | 0.05% | +630 | New |
| CoreFirst Bank & Trust | 623 | $57.7K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 619 | $57.5K | 0.00% | +192+45.0% | Added |