Skip to main content

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, Q1 2025

Institutional positions in Otis Worldwide Corp as of Mar 31, 2025. 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
1,248
+34 vs. Q4 2024
Shares held
356.8M
−5.50M (−1.5%) vs. Q4 2024
Total value
$36.8B
+$3.24B (+9.7%) vs. Q4 2024
New holders
130
401 more added
Sold out
96
476 more reduced

20 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 1,248 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ1 2025: $36.8B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q4 2024.

Institutions holding OTIS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rakuten Securities, Inc.1$1030.00%+1New
HFM Investment Advisors, LLC4$4130.00%+4New
North Ridge Wealth Advisors, Inc.5$5160.00%00.0%Unchanged
Parkworth Wealth Management, Inc.5$5160.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC5$5160.00%+5New
Quest 10 Wealth Builders, Inc.5$5670.00%+5New
Bear Mountain Capital, Inc.6$5720.00%+6New
Greenline Partners, LLC6$6190.00%+6New
Tradewinds Capital Management, LLC6$6600.00%+6New
Fairman Group, LLC8$7410.00%00.0%Unchanged
New Millennium Group LLC9$9290.00%00.0%Unchanged
NVWM, LLC10$1.03K0.00%+5+100.0%Added
Bay Harbor Wealth Management, LLC10$1.03K0.00%+10New
Bare Financial Services, Inc10$1.03K0.00%+10New
Binnacle Investments Inc11$1.14K0.00%+11New
Fairscale Capital, LLC12$1.24K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC12$1.24K0.00%00.0%Unchanged
JCIC Asset Management Inc.12$1.24K0.00%+12New
Winnow Wealth LLC13$1.31K0.00%+4+44.4%Added
Principia Wealth Advisory, LLC14$1.32K0.00%+6+75.0%Added
Bogart Wealth, LLC14$1.45K0.00%00.0%Unchanged
West Paces Advisors Inc.14$1.45K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC15$1.55K0.00%00.0%Unchanged
Valued Wealth Advisors LLC17$1.75K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC19$1.96K0.00%+19New
Navigoe, LLC25$2.00K0.00%00.0%Unchanged
TD Capital Management LLC20$2.06K0.00%00.0%Unchanged
Aspect Partners, LLC20$2.06K0.00%00.0%Unchanged
Asset Planning,Inc20$2.06K0.00%00.0%Unchanged
Clark Wealth Partners20$2.06K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC20$2.06K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC20$2.06K0.00%+20New
Signature Resources Capital Management, LLC21$2.17K0.00%00.0%Unchanged
Financial Management Professionals, Inc.21$2.17K0.00%+15+250.0%Added
Battery Global Advisors, LLC22$2.27K0.00%00.0%Unchanged
Global Financial Private Client, LLC22$2.27K0.00%+15+214.3%Added
Creative Capital Management Investments LLC24$2.48K0.00%−48−66.7%Reduced
Pacific Center for Financial Services25$2.58K0.00%00.0%Unchanged
Redwood Park Advisors LLC26$2.68K0.00%00.0%Unchanged
PFS Partners, LLC27$2.74K0.00%+1+3.8%Added
Iron Horse Wealth Management, LLC27$2.79K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC27$2.79K0.00%00.0%Unchanged
Pinney & Scofield, Inc.27$2.82K0.00%00.0%Unchanged
Financial Freedom, LLC28$2.88K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.29$2.99K0.00%00.0%Unchanged
WealthTrak Capital Management LLC30$3.10K0.00%+10+50.0%Added
DiNuzzo Private Wealth, Inc.32$3.30K0.00%+1+3.2%Added
Westend Capital Management, LLC33$3.41K0.00%+33New
Salomon & Ludwin, LLC34$3.51K0.00%00.0%Unchanged
Highline Wealth Partners LLC36$3.71K0.00%−9−20.0%Reduced
Rossby Financial, LCC40$3.72K0.00%+40New
Abound Financial, LLC37$3.82K0.00%+37New
Fortis Group Advisors, LLC38$3.92K0.00%00.0%Unchanged
Peoples Financial Services Corp.40$4.13K0.00%00.0%Unchanged
Inlight Wealth Management, LLC40$4.13K0.00%+40New
ROSS\JOHNSON & Associates LLC40$4.13K0.07%+40New
Dogwood Wealth Management LLC44$4.50K0.00%+28+175.0%Added
S&T Bank45$4.64K0.00%00.0%Unchanged
McIlrath & Eck, LLC45$4.64K0.00%00.0%Unchanged
Hoey Investments, Inc46$4.75K0.00%00.0%Unchanged
Ogorek Anthony Joseph55$5.00K0.00%+32+139.1%Added
Hughes Financial Services, LLC49$5.10K0.00%+49New
Glass Jacobson Investment Advisors llc56$5.15K0.00%00.0%Unchanged
Compass Planning Associates Inc52$5.33K0.01%00.0%Unchanged
Raffa Wealth Management, LLC55$5.68K0.00%−14−20.3%Reduced
Comprehensive Financial Planning, Inc.55$5.68K0.01%00.0%Unchanged
FSA Wealth Management LLC57$5.91K0.00%00.0%Unchanged
Avion Wealth65$6.00K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC58$6.00K0.00%00.0%Unchanged
Syntax Research, Inc.59$6.09K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC59$6.09K0.00%+9+18.0%Added
Holos Integrated Wealth LLC60$6.19K0.00%−22−26.8%Reduced
Cape Investment Advisory, Inc.60$6.19K0.00%−2−3.2%Reduced
Murphy & Mullick Capital Management Corp61$6.29K0.01%00.0%Unchanged
Park Square Financial Group, LLC62$6.40K0.01%−4−6.1%Reduced
Graney & King, LLC62$6.40K0.00%+62New
MCF Advisors LLC65$6.71K0.00%−18−21.7%Reduced
Main Street Group, LTD66$6.71K0.00%+4+6.5%Added
Lavaca Capital LLC69$7.12K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC70$7.22K0.00%00.0%Unchanged
Sofos Investments, Inc.70$7.22K0.00%+70New
Millstone Evans Group, LLC72$7.43K0.01%00.0%Unchanged
Breakwater Investment Management72$7.43K0.00%00.0%Unchanged
Sierra Ocean, LLC74$7.69K0.01%00.0%Unchanged
High Note Wealth, LLC78$8.05K0.00%00.0%Unchanged
BankPlus Trust Department79$8.15K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.80$8.26K0.00%−108−57.4%Reduced
Front Row Advisors LLC80$8.26K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC81$8.36K0.01%−33−28.9%Reduced
AdvisorNet Financial, Inc81$8.36K0.00%+1+1.3%Added
ORG Partners LLC81$8.43K0.00%+6+8.0%Added
Park Place Capital Corp86$8.88K0.00%00.0%Unchanged
Raelipskie Partnership89$9.19K0.00%00.0%Unchanged
Coastline Trust Co90$9.29K0.00%−7−7.2%Reduced
Kayne Anderson Rudnick Investment Management LLC92$9.49K0.00%−47−33.8%Reduced
Dunhill Financial, LLC95$9.83K0.00%−9−8.7%Reduced
First PREMIER Bank100$10.0K0.00%00.0%Unchanged
Duncker Streett & Co Inc97$10.0K0.00%−131−57.5%Reduced
True Wealth Design, LLC97$10.0K0.00%+85+708.3%Added
YANKCOM Partnership100$10.3K0.01%00.0%Unchanged