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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 9,674 | $895.9K | 0.01% | −1,118−10.4% | Reduced |
| Compass Wealth Management LLC | 9,665 | $895.1K | 0.22% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,653 | $894.0K | 0.01% | +514+5.6% | Added |
| Birch Hill Investment Advisors LLC | 9,625 | $891.4K | 0.04% | −162−1.7% | Reduced |
| Ossiam | 9,498 | $879.6K | 0.02% | +8,731+1,138.3% | Added |
| IMA Wealth, Inc. | 9,433 | $873.6K | 0.11% | −137−1.4% | Reduced |
| Quest Partners LLC | 9,338 | $864.8K | 0.11% | +3,151+50.9% | Added |
| Bleakley Financial Group, LLC | 9,334 | $864.4K | 0.03% | +1,413+17.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,238 | $855.5K | 0.01% | −108,334−92.1% | Reduced |
| Home Federal Bank of Tennessee | 9,231 | $854.9K | 0.25% | −100−1.1% | Reduced |
| Boothbay Fund Management, LLC | 9,224 | $854.2K | 0.03% | +9,224 | New |
| Sequoia Financial Advisors, LLC | 9,217 | $853.6K | 0.01% | −2,209−19.3% | Reduced |
| CAPROCK Group, Inc. | 9,195 | $851.6K | 0.03% | +4,534+97.3% | Added |
| Kestra Private Wealth Services, LLC | 9,149 | $847.3K | 0.01% | +84+0.9% | Added |
| Shell Asset Management Co | 9,133 | $846.0K | 0.04% | −304−3.2% | Reduced |
| Vinva Investment Management Ltd | 9,062 | $838.9K | 0.03% | −3,639−28.7% | Reduced |
| Holowesko Partners Ltd. | 9,000 | $833.5K | 0.38% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 8,993 | $832.8K | 0.12% | +1,224+15.8% | Added |
| Johnson Investment Counsel Inc | 8,935 | $827.5K | 0.01% | +1,414+18.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $827.0K | 0.02% | +5,000+127.2% | Added |
| Salem Investment Counselors Inc | 8,926 | $826.6K | 0.03% | −264−2.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,900 | $824.0K | 0.13% | +8,900 | New |
| Jones Financial Companies LLLP | 8,895 | $823.8K | 0.00% | +3,580+67.4% | Added |
| Field & Main Bank | 8,872 | $821.6K | 0.29% | −11−0.1% | Reduced |
| XTX Topco Ltd | 8,844 | $819.0K | 0.07% | −9,073−50.6% | Reduced |
| Meeder Advisory Services, Inc. | 8,838 | $818.5K | 0.05% | +569+6.9% | Added |
| Advisors Asset Management, Inc. | 8,745 | $809.9K | 0.01% | −428−4.7% | Reduced |
| FineMark National Bank & Trust | 8,651 | $801.2K | 0.03% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 8,594 | $796.0K | 0.75% | −745−8.0% | Reduced |
| DF Dent & Co Inc | 8,458 | $783.3K | 0.01% | +217+2.6% | Added |
| Sit Investment Associates Inc | 8,415 | $779.0K | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 8,395 | $777.5K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 8,276 | $766.5K | 0.02% | +1,706+26.0% | Added |
| Panagora Asset Management Inc | 8,215 | $760.8K | 0.00% | +253+3.2% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 8,145 | $754.3K | 0.26% | +8,145 | New |
| Empowered Funds, LLC | 8,131 | $753.0K | 0.01% | +845+11.6% | Added |
| Marble Harbor Investment Counsel, LLC | 8,119 | $751.9K | 0.08% | 00.0% | Unchanged |
| Vident Advisory, LLC | 8,096 | $749.8K | 0.01% | +1,022+14.4% | Added |
| Dumont & Blake Investment Advisors LLC | 8,077 | $748.0K | 0.20% | +14+0.2% | Added |
| Summit Trail Advisors, LLC | 8,070 | $747.4K | 0.03% | +971+13.7% | Added |
| Lee Danner & Bass Inc | 7,983 | $739.3K | 0.06% | −517−6.1% | Reduced |
| Lido Advisors, LLC | 7,981 | $739.1K | 0.00% | −291−3.5% | Reduced |
| Daymark Wealth Partners, LLC | 7,886 | $730.3K | 0.03% | +371+4.9% | Added |
| Vestcor Inc | 7,866 | $728.0K | 0.02% | −9−0.1% | Reduced |
| Triasima Portfolio Management inc. | 7,820 | $724.2K | 0.14% | +7,820 | New |
| Lecap Asset Management Ltd | 7,654 | $708.8K | 0.19% | +7,654 | New |
| Kingsview Wealth Management, LLC | 7,638 | $707.4K | 0.01% | +536+7.5% | Added |
| Pring Turner Capital Group Inc | 7,575 | $701.5K | 0.47% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 7,525 | $696.9K | 0.04% | −985−11.6% | Reduced |
| Eastern Bank | 7,498 | $694.4K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 7,451 | $690.0K | 0.08% | −37−0.5% | Reduced |
| Chicago Capital, LLC | 7,406 | $685.9K | 0.02% | +13+0.2% | Added |
| TD Private Client Wealth LLC | 7,394 | $684.8K | 0.02% | −432−5.5% | Reduced |
| Choate Investment Advisors | 7,391 | $684.5K | 0.02% | +2,817+61.6% | Added |
| Financial Advisors Network, Inc. | 7,386 | $684.1K | 0.11% | +7,386 | New |
| Fire Capital Management LLC | 7,346 | $680.3K | 0.51% | +7,346 | New |
| Horizon Investments, LLC | 7,261 | $672.4K | 0.02% | +102+1.4% | Added |
| Romano Brothers and Company | 7,247 | $671.1K | 0.08% | −137−1.9% | Reduced |
| J.W. Cole Advisors, Inc. | 7,205 | $667.2K | 0.03% | +63+0.9% | Added |
| Ar Asset Management Inc | 7,200 | $667.0K | 0.15% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 7,155 | $662.3K | 0.39% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 7,026 | $650.7K | 0.01% | +1,801+34.5% | Added |
| Zions Bancorporation, N.A. | 7,000 | $648.3K | 0.04% | +2,268+47.9% | Added |
| Dorsey & Whitney Trust CO LLC | 6,945 | $643.2K | 0.04% | +114+1.7% | Added |
| Integrated Wealth Concepts LLC | 6,934 | $642.2K | 0.01% | −831−10.7% | Reduced |
| Diversified Trust Co | 6,836 | $633.1K | 0.02% | +63+0.9% | Added |
| Williams Jones Wealth Management, LLC. | 6,826 | $632.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,763 | $626.3K | 0.03% | +368+5.8% | Added |
| Curbstone Financial Management Corp | 6,748 | $624.9K | 0.13% | +20.0% | Added |
| Medallion Wealth Advisors, LLC | 6,632 | $623.5K | 0.31% | +6,632 | New |
| Ostrum Asset Management | 6,729 | $623.2K | 0.05% | +3,164+88.8% | Added |
| Amussen Hunsaker Associates LLC | 6,749 | $622.7K | 0.09% | +6,749 | New |
| GAMMA Investing LLC | 6,693 | $619.8K | 0.05% | +1,303+24.2% | Added |
| Waterford Advisors, LLC | 6,690 | $619.6K | 0.32% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 6,675 | $618.2K | 0.32% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 6,660 | $616.8K | 0.05% | +458+7.4% | Added |
| EP Wealth Advisors, LLC | 6,625 | $613.5K | 0.01% | +218+3.4% | Added |
| Cooper Financial Group | 6,613 | $612.5K | 0.07% | +237+3.7% | Added |
| Westhampton Capital, LLC | 6,587 | $610.0K | 0.31% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,586 | $609.9K | 0.01% | +913+16.1% | Added |
| Quantessence Capital LLC | 6,536 | $605.3K | 0.25% | +6,536 | New |
| ICW Investment Advisors LLC | 6,522 | $604.0K | 0.25% | +193+3.0% | Added |
| Mesirow Financial Investment Management, Inc. | 6,480 | $600.3K | 0.01% | +117+1.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,440 | $598.3K | 0.01% | +1,496+30.3% | Added |
| Rehmann Capital Advisory Group | 6,449 | $597.3K | 0.04% | +3,582+124.9% | Added |
| Wedbush Securities Inc | 6,427 | $595.0K | 0.02% | +1,826+39.7% | Added |
| Auto-Owners Insurance Co | 6,393 | $592.1K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 6,318 | $585.1K | 0.02% | −463−6.8% | Reduced |
| NorthRock Partners, LLC | 6,299 | $583.3K | 0.02% | −172−2.7% | Reduced |
| Wedmont Private Capital | 6,400 | $581.0K | 0.03% | +299+4.9% | Added |
| Stratos Wealth Partners, LTD. | 6,271 | $580.8K | 0.01% | −1,146−15.5% | Reduced |
| Central Trust Co | 6,193 | $573.5K | 0.01% | +90+1.5% | Added |
| Means Investment Co., Inc. | 6,190 | $573.3K | 0.06% | +10.0% | Added |
| Meridian Management Co | 6,157 | $570.2K | 0.15% | +53+0.9% | Added |
| Soltis Investment Advisors LLC | 6,073 | $562.5K | 0.05% | −19−0.3% | Reduced |
| Cypress Capital Group | 6,058 | $561.1K | 0.07% | −2,515−29.3% | Reduced |
| Baldwin Investment Management, LLC | 6,007 | $556.3K | 0.07% | −1,850−23.5% | Reduced |
| Simmons Bank | 5,974 | $553.3K | 0.04% | −375−5.9% | Reduced |
| Lindbrook Capital, LLC | 5,958 | $551.8K | 0.05% | +37+0.6% | Added |
| Ieq Capital, LLC | 5,933 | $549.5K | 0.01% | −10,552−64.0% | Reduced |