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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BDF-Gestion | 26,788 | $2.76M | 0.30% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 26,942 | $2.78M | 0.48% | −20.0% | Reduced |
| Evercore Wealth Management, LLC | 27,064 | $2.79M | 0.04% | −404−1.5% | Reduced |
| Letson Investment Management, Inc. | 27,127 | $2.80M | 1.13% | +50.0% | Added |
| Liberty Capital Management, Inc. | 27,152 | $2.80M | 0.62% | +239+0.9% | Added |
| Kentucky Retirement Systems | 27,250 | $2.81M | 0.09% | −276−1.0% | Reduced |
| XTX Topco Ltd | 27,251 | $2.81M | 0.14% | +18,407+208.1% | Added |
| Allworth Financial LP | 32,358 | $3.00M | 0.02% | +4,234+15.1% | Added |
| LRI Investments, LLC | 29,129 | $3.01M | 0.29% | −29−0.1% | Reduced |
| Roundview Capital LLC | 29,358 | $3.03M | 0.22% | −3,717−11.2% | Reduced |
| Rafferty Asset Management, LLC | 29,611 | $3.06M | 0.01% | −7,703−20.6% | Reduced |
| Baird Financial Group, Inc. | 30,113 | $3.11M | 0.01% | −306−1.0% | Reduced |
| Abn Amro Investment Solutions | 30,575 | $3.16M | 0.07% | +2,056+7.2% | Added |
| Teachers Retirement System of the State of Kentucky | 30,850 | $3.18M | 0.03% | +1,171+3.9% | Added |
| Shelter Mutual Insurance Co | 31,200 | $3.22M | 0.78% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 31,644 | $3.27M | 0.01% | +1,303+4.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,673 | $3.27M | 0.01% | +371+1.2% | Added |
| Mizuho Securities USA LLC | 31,749 | $3.28M | 0.07% | −6,111−16.1% | Reduced |
| Thrivent Financial for Lutherans | 32,113 | $3.31M | 0.01% | −119−0.4% | Reduced |
| Circle Wealth Management, LLC | 32,510 | $3.36M | 0.08% | 00.0% | Unchanged |
| Quest Partners LLC | 33,007 | $3.41M | 0.37% | +23,669+253.5% | Added |
| Agf Management Ltd | 33,464 | $3.45M | 0.02% | +1,818+5.7% | Added |
| Threadgill Financial, LLC | 33,565 | $3.46M | 1.86% | −233−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 34,097 | $3.52M | 0.07% | −180−0.5% | Reduced |
| Swiss Life Asset Management Ltd | 34,246 | $3.53M | 0.03% | +3,288+10.6% | Added |
| Wesbanco Bank Inc | 34,350 | $3.54M | 0.12% | −26−0.1% | Reduced |
| Susquehanna International Group, LLP | 34,397 | $3.55M | 0.01% | −182,279−84.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 34,806 | $3.59M | 0.04% | +1,823+5.5% | Added |
| Sciencast Management LP | 34,921 | $3.60M | 0.83% | +6,234+21.7% | Added |
| Avanza Fonder AB | 34,728 | $3.61M | 0.12% | −8,001−18.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 35,191 | $3.63M | 0.00% | +6,326+21.9% | Added |
| Richard Bernstein Advisors LLC | 35,355 | $3.65M | 0.09% | −1,606−4.3% | Reduced |
| Rakuten Investment Management, Inc. | 36,323 | $3.71M | 0.02% | +36,323 | New |
| Colony Group, LLC | 35,967 | $3.71M | 0.01% | +1,581+4.6% | Added |
| Regions Financial Corp | 36,604 | $3.78M | 0.03% | −496−1.3% | Reduced |
| Banco Santander, S.A. | 36,683 | $3.79M | 0.04% | −45,538−55.4% | Reduced |
| Spirepoint Private Client, LLC | 37,504 | $3.87M | 0.51% | +37,504 | New |
| Wesleyan Assurance Society | 38,100 | $3.93M | 0.29% | −8,000−17.4% | Reduced |
| Fiduciary Trust Co | 38,385 | $3.96M | 0.05% | −1,882−4.7% | Reduced |
| Rockefeller Capital Management L.P. | 38,797 | $4.00M | 0.01% | −382−1.0% | Reduced |
| Atlantic Union Bankshares Corp | 39,207 | $4.05M | 0.24% | −163−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 66,401 | $4.12M | 0.02% | +4,517+7.3% | Added |
| Brookstone Capital Management | 40,270 | $4.16M | 0.06% | +40,270 | New |
| First Manhattan Co | 40,549 | $4.18M | 0.01% | −1,237−3.0% | Reduced |
| QRG Capital Management, Inc. | 41,104 | $4.24M | 0.04% | −2,973−6.7% | Reduced |
| Evoke Wealth, LLC | 41,125 | $4.24M | 0.11% | −4,922−10.7% | Reduced |
| Farmers & Merchants Investments Inc | 41,484 | $4.28M | 0.14% | −248−0.6% | Reduced |
| Alps Advisors Inc | 41,500 | $4.28M | 0.02% | +429+1.0% | Added |
| Cetera Investment Advisers | 42,700 | $4.41M | 0.01% | −4,097−8.8% | Reduced |
| Caisse des Depots Et Consignations | 42,945 | $4.43M | 0.21% | −4,264−9.0% | Reduced |
| Davis-Rea Ltd. | 43,007 | $4.44M | 1.18% | +43,007 | New |
| Schonfeld Strategic Advisors LLC | 43,098 | $4.45M | 0.03% | +23,579+120.8% | Added |
| Wealthfront Advisers LLC | 43,306 | $4.47M | 0.01% | +3,684+9.3% | Added |
| Groupe la Francaise | 43,418 | $4.47M | 0.10% | +5,391+14.2% | Added |
| OP Asset Management Ltd | 43,834 | $4.52M | 0.08% | +43,834 | New |
| Brinker Capital Investments, LLC | 44,048 | $4.55M | 0.04% | −2,135−4.6% | Reduced |
| Orion Portfolio Solutions, LLC | 44,048 | $4.55M | 0.04% | −2,135−4.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 44,116 | $4.55M | 0.17% | +176+0.4% | Added |
| Brown Shipley& Co Ltd | 44,188 | $4.56M | 2.58% | −1,207−2.7% | Reduced |
| EFG Asset Management (Americas) Corp. | 44,405 | $4.58M | 0.93% | −1,124−2.5% | Reduced |
| Arlington Partners LLC | 44,487 | $4.59M | 1.80% | +2,605+6.2% | Added |
| Bank of Nova Scotia | 44,592 | $4.60M | 0.01% | −12,345−21.7% | Reduced |
| JustInvest LLC | 44,626 | $4.61M | 0.07% | +4,786+12.0% | Added |
| Mercer Global Advisors Inc | 44,810 | $4.62M | 0.01% | −1,663−3.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,866 | $4.63M | 0.05% | +701+1.6% | Added |
| Mutual of America Capital Management LLC | 46,121 | $4.76M | 0.05% | −1,741−3.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 46,188 | $4.77M | 0.01% | +1,616+3.6% | Added |
| Pacer Advisors, Inc. | 46,230 | $4.77M | 0.01% | −17,098−27.0% | Reduced |
| State of Alaska, Department of Revenue | 46,426 | $4.79M | 0.05% | +880+1.9% | Added |
| Scotia Capital Inc. | 46,773 | $4.83M | 0.03% | +651+1.4% | Added |
| Financial Advisors Network, Inc. | 47,908 | $4.94M | 0.82% | +40,522+548.6% | Added |
| CIBC World Markets Corp | 47,963 | $4.95M | 0.04% | −15,123−24.0% | Reduced |
| Cohen Capital Management, Inc. | 47,996 | $4.95M | 0.85% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 48,142 | $4.97M | 0.01% | −28,924−37.5% | Reduced |
| Truist Financial Corp | 48,362 | $4.99M | 0.01% | −4,436−8.4% | Reduced |
| Nissay Asset Management Corp | 48,545 | $5.01M | 0.03% | +486+1.0% | Added |
| Aviso Financial Inc. | 48,644 | $5.02M | 0.25% | +9,744+25.0% | Added |
| William Allan, LLC | 49,218 | $5.08M | 3.18% | +674+1.4% | Added |
| Ipswich Investment Management Co., Inc. | 49,451 | $5.10M | 1.27% | −840−1.7% | Reduced |
| Kanawha Capital Management LLC | 49,689 | $5.13M | 0.40% | +369+0.7% | Added |
| State of Tennessee, Treasury Department | 50,003 | $5.16M | 0.02% | −21,758−30.3% | Reduced |
| Elo Mutual Pension Insurance Co | 50,037 | $5.16M | 0.12% | +7,270+17.0% | Added |
| Janus Henderson Group PLC | 50,658 | $5.17M | 0.00% | −19,827−28.1% | Reduced |
| Gateway Investment Advisers LLC | 50,672 | $5.23M | 0.06% | +221+0.4% | Added |
| Public Employees Retirement Association of Colorado | 51,033 | $5.27M | 0.02% | −126−0.2% | Reduced |
| Sawgrass Asset Management LLC | 52,502 | $5.42M | 0.66% | −28,869−35.5% | Reduced |
| Marshall Wace, LLP | 52,759 | $5.44M | 0.01% | +48,397+1,109.5% | Added |
| Janney Montgomery Scott LLC | 53,507 | $5.52M | 0.02% | −3,840−6.7% | Reduced |
| Public Sector Pension Investment Board | 53,567 | $5.53M | 0.02% | +3,718+7.5% | Added |
| Graybill Bartz & Assoc Ltd | 53,832 | $5.56M | 1.91% | +53,832 | New |
| D.A. Davidson & Co. | 54,813 | $5.66M | 0.05% | +41,363+307.5% | Added |
| Verition Fund Management LLC | 55,084 | $5.68M | 0.03% | +18,869+52.1% | Added |
| Van Eck Associates Corp | 55,881 | $5.77M | 0.01% | −2,111,248−97.4% | Reduced |
| Lifeworks Advisors, LLC | 56,115 | $5.79M | 0.96% | +3,105+5.9% | Added |
| Sheets Smith Wealth Management | 56,162 | $5.80M | 0.72% | −200−0.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 56,354 | $5.82M | 1.44% | +260+0.5% | Added |
| Daiwa Securities Group Inc. | 56,473 | $5.83M | 0.02% | +3,824+7.3% | Added |
| United Services Automobile Association | 57,371 | $5.86M | 0.18% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 57,262 | $5.91M | 0.05% | +19,257+50.7% | Added |
| BTC Capital Management, Inc. | 57,791 | $5.96M | 0.55% | +466+0.8% | Added |