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 |
|---|---|---|---|---|---|
| VSM Wealth Advisory, LLC | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $10.3K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $10.3K | 0.00% | +100 | New |
| Activest Wealth Management | 104 | $10.7K | 0.00% | +100+2,500.0% | Added |
| PrairieView Partners, LLC | 113 | $11.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 103 | $11.0K | 0.00% | +1+1.0% | Added |
| Financial Network Wealth Management LLC | 111 | $11.0K | 0.00% | +111 | New |
| Rosenberg Matthew Hamilton | 107 | $11.0K | 0.00% | +2+1.9% | Added |
| Kestra Investment Management, LLC | 107 | $11.0K | 0.00% | −684−86.5% | Reduced |
| DecisionPoint Financial, LLC | 110 | $11.4K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 110 | $11.4K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 110 | $11.4K | 0.01% | +110 | New |
| Caitong International Asset Management Co., Ltd | 116 | $12.0K | 0.01% | −343−74.7% | Reduced |
| McClarren Financial Advisors, Inc. | 117 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 118 | $12.2K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 122 | $12.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 125 | $12.9K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 140 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 130 | $13.4K | 0.00% | +15+13.0% | Added |
| Private Wealth Management Group, LLC | 138 | $14.2K | 0.01% | +33+31.4% | Added |
| Frazier Financial Advisors, LLC | 139 | $14.3K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 144 | $14.9K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 150 | $15.5K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 150 | $15.5K | 0.01% | +150 | New |
| Glen Eagle Advisors, LLC | 154 | $15.9K | 0.00% | +6+4.1% | Added |
| Meeder Asset Management Inc | 154 | $15.9K | 0.00% | −95−38.2% | Reduced |
| Saudi Central Bank | 157 | $16.2K | 0.09% | +157 | New |
| Sachetta, LLC | 159 | $16.4K | 0.01% | +13+8.9% | Added |
| Clean Yield Group | 161 | $16.6K | 0.01% | +27+20.1% | Added |
| Sound Income Strategies, LLC | 161 | $16.6K | 0.00% | +10+6.6% | Added |
| Cranbrook Wealth Management, LLC | 162 | $16.7K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 167 | $17.2K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 168 | $17.3K | 0.00% | +29+20.9% | Added |
| Cedar Mountain Advisors, LLC | 173 | $17.8K | 0.00% | 00.0% | Unchanged |
| eCIO, Inc. | 20,000 | $18.1K | 0.01% | +20,000 | New |
| NewSquare Capital LLC | 177 | $18.3K | 0.00% | +161+1,006.3% | Added |
| Nemes Rush Group LLC | 179 | $18.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 180 | $18.6K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 181 | $18.7K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 186 | $19.2K | 0.00% | +19+11.4% | Added |
| Hara Capital LLC | 195 | $20.1K | 0.01% | +15+8.3% | Added |
| Red Tortoise LLC | 198 | $20.4K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 199 | $20.5K | 0.01% | −7−3.4% | Reduced |
| Olistico Wealth, LLC | 200 | $20.6K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $20.6K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 212 | $21.9K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 215 | $22.2K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 297 | $22.8K | 0.01% | +79+36.2% | Added |
| Mattson Financial Services, LLC | 225 | $23.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 227 | $23.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 255 | $23.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 229 | $23.6K | 0.00% | +24+11.7% | Added |
| Riverview Trust Co | 230 | $23.7K | 0.02% | −12−5.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 230 | $23.7K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 232 | $23.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 234 | $24.0K | 0.00% | +32+15.8% | Added |
| Central Pacific Bank - Trust Division | 235 | $24.3K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 235 | $24.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 248 | $25.0K | 0.00% | +248 | New |
| Consultiva Wealth Management, Corp. | 245 | $25.3K | 0.09% | +121+97.6% | Added |
| Cetera Trust Company, N.A | 250 | $25.8K | 0.02% | −50−16.7% | Reduced |
| Concord Wealth Partners | 250 | $25.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 251 | $25.9K | 0.00% | −32−11.3% | Reduced |
| Osterweis Capital Management Inc | 255 | $26.3K | 0.00% | +5+2.0% | Added |
| Archer Investment Corp | 263 | $27.1K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 266 | $27.5K | 0.01% | −1−0.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 273 | $28.2K | 0.01% | +39+16.7% | Added |
| Centricity Wealth Management, LLC | 275 | $28.4K | 0.03% | −80−22.5% | Reduced |
| First United Bank Trust | 275 | $28.4K | 0.01% | −25−8.3% | Reduced |
| Cornerstone Planning Group LLC | 308 | $28.4K | 0.01% | −61−16.5% | Reduced |
| Mascoma Wealth Management LLC | 279 | $28.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 281 | $29.0K | 0.00% | −2−0.7% | Reduced |
| CNB Bank | 292 | $30.1K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 295 | $30.4K | 0.01% | −25−7.8% | Reduced |
| Old Second National Bank of Aurora | 300 | $31.0K | 0.01% | −208−40.9% | Reduced |
| United Community Bank | 300 | $31.0K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 306 | $31.0K | 0.01% | +306 | New |
| Cheviot Value Management, LLC | 322 | $31.4K | 0.00% | +322 | New |
| Continuum Advisory, LLC | 314 | $32.4K | 0.00% | −70−18.2% | Reduced |
| Intelligent Financial Strategies | 316 | $32.6K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 322 | $33.2K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 322 | $33.2K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 322 | $33.2K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 330 | $34.1K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 340 | $35.1K | 0.02% | +4+1.2% | Added |
| Hantz Financial Services, Inc. | 347 | $36.0K | 0.00% | +28+8.8% | Added |
| Paladin Advisory Group, LLC | 353 | $36.4K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 368 | $38.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 371 | $38.3K | 0.01% | −30−7.5% | Reduced |
| Flaharty Asset Management, LLC | 372 | $38.4K | 0.01% | +372 | New |
| Orion Capital Management LLC | 375 | $38.7K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 388 | $40.0K | 0.00% | −209−35.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 395 | $40.8K | 0.02% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 400 | $40.8K | 0.00% | −5,365−93.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 396 | $40.9K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 396 | $41.0K | 0.00% | −42−9.6% | Reduced |
| TFC Financial Management | 399 | $41.2K | 0.01% | +2+0.5% | Added |
| Wellington Shields Capital Management, LLC | 400 | $41.3K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $41.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 402 | $41.5K | 0.01% | −170−29.7% | Reduced |