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 |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 3,982 | $368.8K | 0.03% | +7+0.2% | Added |
| Quadrant Capital Group LLC | 3,982 | $368.8K | 0.03% | +10+0.3% | Added |
| Ameritas Investment Partners, Inc. | 3,892 | $360.4K | 0.01% | −165−4.1% | Reduced |
| Rialto Wealth Management, LLC | 3,889 | $360.2K | 0.12% | +3,889 | New |
| CX Institutional | 3,846 | $356.3K | 0.01% | +97+2.6% | Added |
| HBK Sorce Advisory LLC | 3,822 | $354.0K | 0.01% | +18+0.5% | Added |
| Waldron Private Wealth LLC | 3,823 | $354.0K | 0.01% | −789−17.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,798 | $351.7K | 0.01% | −1,312−25.7% | Reduced |
| Headinvest, LLC | 3,787 | $350.7K | 0.07% | −101−2.6% | Reduced |
| Rothschild Investment LLC | 3,777 | $349.8K | 0.02% | +44+1.2% | Added |
| Robinson Smith Wealth Advisors LLC | 3,776 | $349.7K | 0.30% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,773 | $349.4K | 0.03% | +3,773 | New |
| Clarendon Private LLC | 3,772 | $349.3K | 0.37% | +3,772 | New |
| Foster & Motley Inc | 3,734 | $346.0K | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 3,720 | $344.5K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,634 | $343.6K | 0.03% | +75+2.1% | Added |
| QSV Equity Investors LLC | 3,702 | $342.8K | 0.33% | +7+0.2% | Added |
| Global Retirement Partners, LLC | 3,680 | $340.8K | 0.01% | −3−0.1% | Reduced |
| Kinneret Advisory, LLC | 3,672 | $340.1K | 0.03% | −171−4.4% | Reduced |
| Boston Private Wealth LLC | 3,644 | $337.5K | 0.01% | +3,644 | New |
| Concurrent Investment Advisors, LLC | 3,639 | $337.0K | 0.01% | −58−1.6% | Reduced |
| Bokf, NA | 3,695 | $335.4K | 0.01% | +10+0.3% | Added |
| Aprio Wealth Management, LLC | 3,620 | $335.2K | 0.05% | +896+32.9% | Added |
| GSB Wealth Management, LLC | 3,588 | $332.3K | 0.09% | +13+0.4% | Added |
| Aaron Wealth Advisors | 3,584 | $331.9K | 0.04% | +3,584 | New |
| Callan Family Office, LLC | 3,575 | $331.1K | 0.02% | +3,575 | New |
| Fortune Financial Advisors, LLC | 3,574 | $331.0K | 0.30% | +5+0.1% | Added |
| Aberdeen Wealth Management LLC | 3,574 | $331.0K | 0.23% | −50−1.4% | Reduced |
| Bell Investment Advisors, Inc | 3,541 | $327.9K | 0.06% | −51−1.4% | Reduced |
| Americana Partners, LLC | 3,534 | $327.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 3,532 | $327.1K | 0.01% | +3+0.1% | Added |
| Patten & Patten Inc | 3,527 | $326.6K | 0.02% | −10−0.3% | Reduced |
| Essential Planning, LLC. | 3,250 | $326.1K | 0.00% | +3,250 | New |
| Northwest Bancshares, Inc. | 3,505 | $324.6K | 0.06% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,498 | $324.0K | 0.19% | +73+2.1% | Added |
| Essex Savings Bank | 3,468 | $321.2K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,467 | $321.1K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,465 | $320.9K | 0.09% | −10.0% | Reduced |
| Resonant Capital Advisors, LLC | 3,455 | $320.0K | 0.02% | +105+3.1% | Added |
| Farmers National Bank | 3,429 | $317.6K | 0.09% | +3,429 | New |
| Chicago Trust Co NA | 3,428 | $317.5K | 0.06% | +750+28.0% | Added |
| Mather Group, LLC. | 3,414 | $316.2K | 0.00% | +40+1.2% | Added |
| Fruth Investment Management | 3,403 | $315.0K | 0.09% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 3,381 | $313.2K | 0.17% | +1,727+104.4% | Added |
| NTV Asset Management LLC | 3,360 | $311.2K | 0.04% | −50−1.5% | Reduced |
| Tower Bridge Advisors | 3,346 | $309.9K | 0.03% | −112−3.2% | Reduced |
| Defined Wealth Management, LLC | 3,342 | $309.5K | 0.21% | +2+0.1% | Added |
| PFG Investments, LLC | 3,342 | $309.5K | 0.02% | +131+4.1% | Added |
| Axxcess Wealth Management, LLC | 3,327 | $308.1K | 0.01% | −57−1.7% | Reduced |
| NewEdge Wealth, LLC | 3,320 | $307.4K | 0.01% | +138+4.3% | Added |
| First Citizens Bank & Trust Co | 3,317 | $307.2K | 0.01% | +12+0.4% | Added |
| Intrua Financial, LLC | 3,304 | $306.0K | 0.05% | −245−6.9% | Reduced |
| Old National Bancorp | 3,301 | $305.7K | 0.01% | −267−7.5% | Reduced |
| TCTC Holdings, LLC | 3,249 | $300.9K | 0.01% | 00.0% | Unchanged |
| Country Club Bank | 3,227 | $298.7K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 3,219 | $298.1K | 0.06% | +3,179+7,947.5% | Added |
| Flputnam Investment Management Co | 3,208 | $297.1K | 0.01% | −173−5.1% | Reduced |
| Boyd Watterson Asset Management LLC | 3,208 | $297.1K | 0.08% | −20−0.6% | Reduced |
| Trust Point Inc. | 3,192 | $295.6K | 0.02% | −10.0% | Reduced |
| Flagship Harbor Advisors, LLC | 3,185 | $294.9K | 0.02% | −182−5.4% | Reduced |
| Advisor OS, LLC | 3,172 | $293.7K | 0.03% | +100+3.3% | Added |
| Tiemann Investment Advisors, LLC | 3,159 | $292.6K | 0.13% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 3,157 | $292.4K | 0.13% | +3,157 | New |
| Hazlett, Burt & Watson, Inc. | 3,145 | $291.0K | 0.13% | +9+0.3% | Added |
| Chemung Canal Trust Co | 3,138 | $290.6K | 0.06% | −9−0.3% | Reduced |
| Atria Wealth Solutions, Inc. | 3,122 | $289.1K | 0.00% | −1,924−38.1% | Reduced |
| Ramirez Asset Management, Inc. | 3,121 | $289.0K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,112 | $288.2K | 0.02% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 3,072 | $284.5K | 0.03% | +12+0.4% | Added |
| Bard Financial Services, Inc. | 3,050 | $282.5K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,047 | $282.2K | 0.01% | +65+2.2% | Added |
| General Partner, Inc. | 3,029 | $280.5K | 0.17% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 3,017 | $279.4K | 0.09% | −100−3.2% | Reduced |
| Systematic Financial Management LP | 3,000 | $277.8K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $277.8K | 0.04% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $277.8K | 0.07% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,996 | $277.5K | 0.02% | +499+20.0% | Added |
| Meridian Wealth Management, LLC | 2,994 | $277.2K | 0.01% | −97−3.1% | Reduced |
| Qsemble Capital Management, LP | 2,984 | $276.3K | 0.04% | +2,984 | New |
| Dover Advisors, LLC | 2,981 | $276.1K | 0.16% | −167−5.3% | Reduced |
| AE Wealth Management LLC | 2,978 | $275.8K | 0.00% | +1,004+50.9% | Added |
| McDonald Partners LLC | 2,977 | $275.8K | 0.07% | −174−5.5% | Reduced |
| Keynote Financial Services LLC | 2,975 | $275.5K | 0.21% | −75−2.5% | Reduced |
| Founders Financial Securities LLC | 2,967 | $274.8K | 0.02% | +231+8.4% | Added |
| Mission Wealth Management, LP | 2,955 | $273.6K | 0.01% | −225−7.1% | Reduced |
| Telos Capital Management, Inc. | 2,932 | $271.5K | 0.03% | −90−3.0% | Reduced |
| LCM Capital Management Inc | 2,928 | $271.2K | 0.15% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 2,923 | $270.7K | 0.13% | −30−1.0% | Reduced |
| Change Path, LLC | 2,917 | $270.1K | 0.01% | +707+32.0% | Added |
| Signature Wealth Management Partners, LLC | 2,910 | $269.5K | 0.19% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 2,910 | $269.4K | 0.00% | +2,910 | New |
| Mitchell McLeod Pugh & Williams Inc | 2,902 | $268.8K | 0.06% | −207−6.7% | Reduced |
| Cypress Advisory Group LLC | 2,900 | $268.6K | 0.25% | +2,900 | New |
| Fielder Capital Group LLC | 2,896 | $268.2K | 0.08% | +39+1.4% | Added |
| Enterprise Financial Services Corp | 2,894 | $268.0K | 0.15% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,893 | $267.9K | 0.00% | +311+12.0% | Added |
| S.A. Mason LLC | 2,892 | $267.9K | 0.14% | −99−3.3% | Reduced |
| Tritonpoint Wealth, LLC | 2,892 | $267.8K | 0.02% | −5−0.2% | Reduced |
| Vise Technologies, Inc. | 2,884 | $267.1K | 0.02% | +2,884 | New |
| Centaurus Financial, Inc. | 2,888 | $267.0K | 0.02% | −42−1.4% | Reduced |