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 |
|---|---|---|---|---|---|
| Ahl Investment Management, Inc. | 5,917 | $548.0K | 0.38% | −25−0.4% | Reduced |
| Allred Capital Management, LLC | 5,911 | $547.4K | 0.21% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 5,898 | $546.2K | 0.07% | +5,898 | New |
| Optas, LLC | 5,889 | $545.4K | 0.12% | +367+6.6% | Added |
| Walleye Capital LLC | 5,874 | $544.0K | 0.01% | −7,811−57.1% | Reduced |
| Wolverine Trading, LLC | 5,875 | $543.8K | 0.01% | +1,625+38.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,863 | $543.0K | 0.06% | −172−2.9% | Reduced |
| Quotient Wealth Partners, LLC | 5,839 | $540.8K | 0.02% | +140+2.5% | Added |
| McElhenny Sheffield Capital Management, LLC | 5,802 | $537.3K | 0.18% | +5,802 | New |
| Banque Transatlantique SA | 5,798 | $534.0K | 0.01% | +5,798 | New |
| Cacti Asset Management LLC | 5,765 | $533.7K | 0.04% | −32,639−85.0% | Reduced |
| Garrison Point Advisors, LLC | 5,745 | $532.0K | 0.25% | 00.0% | Unchanged |
| Holderness Investments Co | 5,719 | $529.7K | 0.12% | −20−0.3% | Reduced |
| Signaturefd, LLC | 5,701 | $528.0K | 0.01% | +718+14.4% | Added |
| Qtron Investments LLC | 5,680 | $526.0K | 0.07% | +1,202+26.8% | Added |
| StoneX Group Inc. | 5,657 | $523.9K | 0.03% | +5,657 | New |
| 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 |
| Ingalls & Snyder LLC | 5,573 | $516.0K | 0.02% | −5−0.1% | Reduced |
| Ballentine Partners, LLC | 5,543 | $513.3K | 0.01% | +292+5.6% | Added |
| Wendell David Associates Inc | 5,494 | $509.0K | 0.05% | −25−0.5% | Reduced |
| Sentry Investment Management LLC | 5,418 | $502.0K | 0.24% | −882−14.0% | Reduced |
| Milestone Asset Management Group, LLC | 5,348 | $495.3K | 0.44% | +5,348 | New |
| LGT Group Foundation | 5,306 | $491.4K | 0.01% | −210−3.8% | Reduced |
| Freestone Capital Holdings, LLC | 5,300 | $490.8K | 0.02% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 5,240 | $485.3K | 0.17% | −63−1.2% | Reduced |
| Gateway Wealth Partners, LLC | 5,240 | $485.2K | 0.13% | +5,240 | New |
| Wetherby Asset Management Inc | 5,205 | $482.0K | 0.02% | −234−4.3% | Reduced |
| Moody National Bank Trust Division | 5,201 | $481.7K | 0.05% | −349−6.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,198 | $481.4K | 0.04% | −905−14.8% | Reduced |
| Hilltop Holdings Inc. | 5,160 | $477.8K | 0.03% | +1,564+43.5% | Added |
| Ridgewood Investments LLC | 5,124 | $474.5K | 0.23% | +1,558+43.7% | Added |
| Valley Brook Capital Group | 5,115 | $473.7K | 0.35% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 5,101 | $472.2K | 0.04% | −780−13.3% | Reduced |
| Checchi Capital Advisers, LLC | 5,065 | $469.1K | 0.04% | +31+0.6% | Added |
| National Asset Management, Inc. | 5,015 | $464.5K | 0.02% | −1,652−24.8% | Reduced |
| City Holding Co | 5,001 | $463.1K | 0.07% | +357+7.7% | Added |
| Aptus Capital Advisors, LLC | 4,971 | $460.3K | 0.01% | +326+7.0% | Added |
| Everett Harris & Co | 4,967 | $460.0K | 0.01% | 00.0% | Unchanged |
| First Western Trust Bank | 4,950 | $458.4K | 0.02% | +1,180+31.3% | Added |
| Montag A & Associates Inc | 4,949 | $458.4K | 0.02% | −667−11.9% | Reduced |
| GWN Securities Inc. | 4,726 | $456.9K | 0.12% | +4,726 | New |
| Umb Bank N A | 4,929 | $456.5K | 0.01% | +137+2.9% | Added |
| Moors & Cabot, Inc. | 4,924 | $456.0K | 0.02% | −69−1.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,920 | $455.6K | 0.01% | +61+1.3% | Added |
| Cary Street Partners Financial LLC | 4,902 | $454.0K | 0.01% | +4,902 | New |
| Baker Avenue Asset Management, LP | 4,901 | $453.9K | 0.01% | +17+0.3% | Added |
| IHT Wealth Management, LLC | 4,766 | $441.3K | 0.01% | −698−12.8% | Reduced |
| Stephens Inc | 4,725 | $437.6K | 0.01% | −225−4.5% | Reduced |
| Trust Co of Virginia | 4,645 | $430.2K | 0.04% | −51−1.1% | Reduced |
| Grimes & Company, Inc. | 4,624 | $428.2K | 0.01% | −1,009−17.9% | Reduced |
| Twin Tree Management, LP | 4,593 | $425.4K | 0.01% | +4,593 | New |
| TD Waterhouse Canada Inc. | 4,591 | $425.1K | 0.00% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 4,570 | $423.2K | 0.24% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,562 | $422.5K | 0.10% | −67−1.4% | Reduced |
| Radnor Capital Management, LLC | 4,552 | $422.0K | 0.07% | −224−4.7% | Reduced |
| Verdence Capital Advisors LLC | 4,529 | $419.4K | 0.03% | −224−4.7% | Reduced |
| Excalibur Management Corp | 4,525 | $419.1K | 0.17% | −11−0.2% | Reduced |
| Gabelli Funds LLC | 4,500 | $416.7K | 0.00% | 00.0% | Unchanged |
| Geller Advisors LLC | 4,499 | $416.7K | 0.03% | −141−3.0% | Reduced |
| Valeo Financial Advisors, LLC | 4,483 | $415.2K | 0.01% | −233−4.9% | Reduced |
| Beck Mack & Oliver LLC | 4,472 | $414.2K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,437 | $410.7K | 0.04% | −129−2.8% | Reduced |
| Pitcairn Co | 4,420 | $409.3K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,416 | $409.0K | 0.02% | +162+3.8% | Added |
| Forte Capital LLC | 4,413 | $408.7K | 0.05% | 00.0% | Unchanged |
| 1st Source Bank | 4,411 | $408.5K | 0.02% | −18−0.4% | Reduced |
| Exencial Wealth Advisors, LLC | 4,405 | $407.9K | 0.02% | −59−1.3% | Reduced |
| Texas Bank & Trust Co | 4,400 | $407.5K | 0.17% | +4,400 | New |
| Philadelphia Trust Co | 4,399 | $407.0K | 0.03% | −225−4.9% | Reduced |
| Mutual Advisors, LLC | 4,339 | $404.4K | 0.01% | −128−2.9% | Reduced |
| Marshall Wace, LLP | 4,362 | $404.0K | 0.00% | −30,439−87.5% | Reduced |
| Warren Averett Asset Management, LLC | 4,359 | $403.7K | 0.01% | +4,359 | New |
| Pointe Capital Management LLC | 4,326 | $400.6K | 0.23% | 00.0% | Unchanged |
| Mirova | 4,324 | $400.4K | 0.07% | −181−4.0% | Reduced |
| Westpac Banking Corp | 4,306 | $398.8K | 0.03% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $398.2K | 0.12% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 4,288 | $397.1K | 0.08% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 4,270 | $395.4K | 0.01% | −817−16.1% | Reduced |
| Graypoint LLC | 4,267 | $395.2K | 0.02% | +152+3.7% | Added |
| Busey Wealth Management | 4,264 | $394.9K | 0.01% | −687−13.9% | Reduced |
| Profund Advisors LLC | 4,237 | $392.4K | 0.01% | −680−13.8% | Reduced |
| Aull & Monroe Investment Management Corp | 4,225 | $391.3K | 0.20% | −500−10.6% | Reduced |
| Schnieders Capital Management LLC | 4,213 | $390.2K | 0.08% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,199 | $388.9K | 0.04% | −138−3.2% | Reduced |
| Boston Trust Walden Corp | 4,198 | $388.8K | 0.00% | 00.0% | Unchanged |
| BSW Wealth Partners | 4,193 | $388.3K | 0.06% | +206+5.2% | Added |
| First Horizon Advisors, Inc. | 4,183 | $387.5K | 0.01% | +19+0.5% | Added |
| Independent Advisor Alliance | 4,163 | $385.5K | 0.01% | +2,176+109.5% | Added |
| Shakespeare Wealth Management, Inc. | 4,152 | $384.5K | 0.10% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 3,762 | $384.4K | 0.00% | −594−13.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,123 | $381.9K | 0.03% | +185+4.7% | Added |
| Mystic Asset Management, Inc. | 4,122 | $381.7K | 0.10% | +4,122 | New |
| Cigna Investments Inc | 4,115 | $381.0K | 0.07% | −47−1.1% | Reduced |
| Fiduciary Group LLC | 4,086 | $378.4K | 0.04% | 00.0% | Unchanged |
| Charter Trust Co | 4,036 | $373.8K | 0.02% | −508−11.2% | Reduced |
| Kraematon Investment Advisors, Inc | 4,015 | $371.8K | 0.37% | +9+0.2% | Added |
| 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 |
| Invesco, LLC | 3,983 | $368.9K | 0.15% | 00.0% | Unchanged |