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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 2,881 | $266.8K | 0.01% | +47+1.7% | Added |
| St Germain D J Co Inc | 2,873 | $266.1K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,886 | $266.0K | 0.00% | +948+48.9% | Added |
| Bragg Financial Advisors, Inc | 2,867 | $265.5K | 0.01% | −300−9.5% | Reduced |
| Great Valley Advisor Group, Inc. | 2,860 | $265.2K | 0.01% | +126+4.6% | Added |
| Reuter James Wealth Management, LLC | 2,853 | $264.2K | 0.05% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,852 | $264.1K | 0.01% | +383+15.5% | Added |
| Cyndeo Wealth Partners, LLC | 2,838 | $262.8K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,838 | $262.8K | 0.01% | −13−0.5% | Reduced |
| Adviser Investments LLC | 2,836 | $262.6K | 0.00% | +18+0.6% | Added |
| Douglas Lane & Associates, LLC | 2,825 | $261.6K | 0.00% | −40−1.4% | Reduced |
| South State Corp. | 2,809 | $260.1K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,808 | $260.0K | 0.05% | −589−17.3% | Reduced |
| Ancora Advisors, LLC | 2,808 | $260.0K | 0.01% | +28+1.0% | Added |
| Forbes J M & Co LLP | 2,804 | $259.7K | 0.02% | −52−1.8% | Reduced |
| Riverwater Partners LLC | 2,794 | $258.8K | 0.13% | −98−3.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,790 | $258.4K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,780 | $257.5K | 0.03% | +778+38.9% | Added |
| Montecito Bank & Trust | 2,777 | $257.2K | 0.04% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,772 | $256.7K | 0.00% | +71+2.6% | Added |
| Horan Securities, Inc. | 2,766 | $256.2K | 0.10% | +10.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $256.1K | 0.19% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 2,750 | $255.0K | 0.03% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 2,741 | $253.8K | 0.00% | +139+5.3% | Added |
| Financial Advisory Corp | 2,709 | $251.0K | 0.09% | −117−4.1% | Reduced |
| Coldstream Capital Management Inc | 2,689 | $249.0K | 0.01% | +109+4.2% | Added |
| Clarius Group, LLC | 2,686 | $248.8K | 0.02% | +2+0.1% | Added |
| Azimuth Capital Investment Management LLC | 2,685 | $248.7K | 0.01% | −150−5.3% | Reduced |
| Colonial Trust Co | 2,676 | $247.8K | 0.04% | −93−3.4% | Reduced |
| MEMBERS Trust Co | 2,654 | $245.8K | 0.01% | −87−3.2% | Reduced |
| Callan Capital, LLC | 2,649 | $245.3K | 0.02% | −127−4.6% | Reduced |
| Donaldson Capital Management, LLC | 2,646 | $245.0K | 0.01% | −562−17.5% | Reduced |
| Cobblestone Capital Advisors LLC | 2,623 | $242.9K | 0.01% | −44−1.6% | Reduced |
| Aveo Capital Partners, LLC | 2,619 | $242.5K | 0.03% | −39−1.5% | Reduced |
| Sapient Capital LLC | 2,605 | $241.2K | 0.00% | +35+1.4% | Added |
| Equitable Holdings, Inc. | 2,604 | $241.2K | 0.00% | −93−3.4% | Reduced |
| GHP Investment Advisors, Inc. | 2,597 | $240.5K | 0.01% | −146−5.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 2,582 | $239.1K | 0.02% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,579 | $238.8K | 0.04% | −52−2.0% | Reduced |
| Shelton Capital Management | 2,559 | $237.0K | 0.01% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 2,545 | $235.7K | 0.00% | +2,545 | New |
| Founders Capital Management, LLC | 2,537 | $235.0K | 0.04% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 2,532 | $234.5K | 0.01% | −359−12.4% | Reduced |
| Laurel Wealth Advisors LLC | 2,530 | $234.3K | 0.04% | −25−1.0% | Reduced |
| Ausdal Financial Partners, Inc. | 2,526 | $234.0K | 0.02% | +2,526 | New |
| Stonebridge Capital Advisors LLC | 2,525 | $233.8K | 0.02% | −641−20.2% | Reduced |
| Charter Oak Capital Management, LLC | 2,524 | $233.7K | 0.02% | −2−0.1% | Reduced |
| Custos Family Office, LLC | 2,515 | $232.9K | 0.08% | +2,515 | New |
| Sterling Financial Planning, Inc. | 2,513 | $232.7K | 0.09% | +13+0.5% | Added |
| GKV Capital Management Co., Inc. | 2,500 | $231.5K | 0.09% | +2,500 | New |
| Aventura Private Wealth, LLC | 2,491 | $230.7K | 0.12% | +2,491 | New |
| Spinnaker Trust | 2,490 | $230.6K | 0.01% | +100+4.2% | Added |
| Syon Capital LLC | 2,489 | $230.5K | 0.02% | +2,489 | New |
| First National Trust Co | 2,488 | $230.4K | 0.01% | −114−4.4% | Reduced |
| Leavell Investment Management, Inc. | 2,484 | $230.0K | 0.01% | +327+15.2% | Added |
| Wealthspire Advisors, LLC | 2,465 | $228.3K | 0.00% | +190+8.4% | Added |
| Manning & Napier Advisors LLC | 2,464 | $228.2K | 0.00% | +40+1.7% | Added |
| Acadian Asset Management LLC | 2,471 | $228.0K | 0.00% | −2,831−53.4% | Reduced |
| Citizens Financial Group Inc | 2,457 | $227.6K | 0.00% | +2,457 | New |
| Farmers Trust Co | 2,450 | $226.9K | 0.04% | −13−0.5% | Reduced |
| Prospera Financial Services Inc | 2,443 | $226.6K | 0.01% | −29−1.2% | Reduced |
| Sky Investment Group LLC | 2,441 | $226.1K | 0.04% | −57−2.3% | Reduced |
| Brighton Jones LLC | 2,440 | $226.0K | 0.01% | −72−2.9% | Reduced |
| PKS Advisory Services, LLC | 2,439 | $225.9K | 0.06% | +2,439 | New |
| First Foundation Advisors | 2,433 | $225.3K | 0.01% | −6−0.2% | Reduced |
| Courier Capital LLC | 2,416 | $223.7K | 0.02% | −599−19.9% | Reduced |
| Colonial Trust Advisors | 2,412 | $223.4K | 0.02% | 00.0% | Unchanged |
| AlTi Global, Inc. | 2,404 | $223.0K | 0.01% | +113+4.9% | Added |
| Stock Yards Bank & Trust Co | 2,378 | $220.2K | 0.01% | −125−5.0% | Reduced |
| Capital Advantage, Inc. | 2,374 | $219.9K | 0.04% | +2,374 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,372 | $219.7K | 0.03% | +5+0.2% | Added |
| Mairs & Power Inc | 2,363 | $218.8K | 0.00% | +435+22.6% | Added |
| Great Lakes Advisors, LLC | 2,348 | $217.4K | 0.00% | −104−4.2% | Reduced |
| LMCG Investments, LLC | 2,343 | $217.0K | 0.01% | −110−4.5% | Reduced |
| Sentry LLC | 2,341 | $216.8K | 0.04% | 00.0% | Unchanged |
| Baader Bank INC | 2,336 | $216.3K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,325 | $215.3K | 0.01% | −725−23.8% | Reduced |
| Sabal Trust CO | 2,303 | $213.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,300 | $213.0K | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,297 | $212.7K | 0.01% | +154+7.2% | Added |
| New Age Alpha Advisors, LLC | 2,296 | $212.6K | 0.01% | +2,296 | New |
| Capstone Investment Advisors, LLC | 2,293 | $212.4K | 0.00% | −1,319−36.5% | Reduced |
| Naples Global Advisors, LLC | 2,283 | $211.4K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,275 | $210.7K | 0.01% | −19−0.8% | Reduced |
| Asset Dedication, LLC | 2,268 | $210.0K | 0.02% | −17−0.7% | Reduced |
| Interchange Capital Partners, LLC | 2,267 | $209.9K | 0.08% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2,265 | $209.8K | 0.11% | +1,759+347.6% | Added |
| Optimum Investment Advisors | 2,262 | $209.5K | 0.09% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,261 | $209.4K | 0.55% | +2,261 | New |
| First City Capital Management, Inc. | 2,250 | $208.4K | 0.11% | −150−6.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,247 | $208.0K | 0.01% | +145+6.9% | Added |
| MSH Capital Advisors LLC | 2,240 | $207.4K | 0.07% | −200−8.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,235 | $206.9K | 0.00% | −872−28.1% | Reduced |
| Avestar Capital, LLC | 2,228 | $206.3K | 0.02% | +143+6.9% | Added |
| Montis Financial, LLC | 2,216 | $205.2K | 0.06% | +110+5.2% | Added |
| Hancock Whitney Corp | 2,212 | $204.9K | 0.01% | −59−2.6% | Reduced |
| Tyche Wealth Partners LLC | 2,207 | $204.4K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,207 | $204.4K | 0.01% | +100+4.7% | Added |
| Court Place Advisors, LLC | 2,206 | $204.3K | 0.07% | −316−12.5% | Reduced |
| Harbour Investments, Inc. | 2,201 | $203.8K | 0.01% | +27+1.2% | Added |