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 |
|---|---|---|---|---|---|
| Chesapeake Asset Management LLC | 402 | $41.5K | 0.04% | 00.0% | Unchanged |
| Union Savings Bank | 411 | $42.4K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 414 | $42.7K | 0.06% | +14+3.5% | Added |
| Hemington Wealth Management | 425 | $43.0K | 0.01% | +42+11.0% | Added |
| JFS Wealth Advisors, LLC | 423 | $43.7K | 0.00% | −69−14.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 424 | $43.8K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 428 | $44.2K | 0.00% | −995−69.9% | Reduced |
| First Community Trust NA | 436 | $45.0K | 0.04% | −300−40.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 443 | $45.8K | 0.09% | +1+0.2% | Added |
| First Command Advisory Services, Inc. | 448 | $46.2K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 450 | $46.4K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 454 | $46.9K | 0.00% | −99−17.9% | Reduced |
| Ransom Advisory, Ltd | 461 | $47.6K | 0.02% | +25+5.7% | Added |
| Capital Advisors, Ltd. LLC | 472 | $49.0K | 0.01% | −1−0.2% | Reduced |
| Creative Financial Designs Inc | 481 | $49.6K | 0.00% | +34+7.6% | Added |
| Motco | 487 | $50.3K | 0.01% | +88+22.1% | Added |
| Cypress Capital Management LLC (WY) | 500 | $51.6K | 0.06% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 502 | $51.8K | 0.02% | +2+0.4% | Added |
| Monetary Management Group Inc | 509 | $52.5K | 0.01% | −87−14.6% | Reduced |
| Beacon Capital Management, LLC | 516 | $53.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 558 | $57.6K | 0.02% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 562 | $58.0K | 0.04% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 559 | $58.1K | 0.03% | −52−8.5% | Reduced |
| Gables Capital Management Inc. | 575 | $59.3K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 587 | $60.6K | 0.02% | +515+715.3% | Added |
| Curat Global, LLC | 592 | $61.1K | 0.07% | +592 | New |
| Evelyn Partners Asset Management Ltd | 599 | $61.8K | 0.02% | +407+212.0% | Added |
| WPG Advisers, LLC | 600 | $61.9K | 0.06% | −30−4.8% | Reduced |
| Golden State Wealth Management, LLC | 613 | $63.3K | 0.01% | +241+64.8% | Added |
| Leonteq Securities AG | 634 | $65.4K | 0.00% | −271−29.9% | Reduced |
| Key Financial Inc | 635 | $65.5K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 640 | $66.0K | 0.01% | −84−11.6% | Reduced |
| Acima Private Wealth, LLC | 650 | $67.1K | 0.02% | 00.0% | Unchanged |
| North Capital, Inc. | 651 | $67.2K | 0.06% | +651 | New |
| SBI Securities Co., Ltd. | 663 | $68.4K | 0.00% | −74−10.0% | Reduced |
| Indiana Trust & Investment Management CO | 676 | $69.8K | 0.03% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 682 | $70.4K | 0.03% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 700 | $72.2K | 0.00% | +700 | New |
| Strengthening Families & Communities, LLC | 702 | $72.4K | 0.04% | 00.0% | Unchanged |
| Oakmont Corp | 705 | $72.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 705 | $72.8K | 0.00% | +705 | New |
| Bellevue Asset Management, LLC | 716 | $73.9K | 0.04% | 00.0% | Unchanged |
| Group One Trading, L.P. | 727 | $75.0K | 0.00% | +727 | New |
| Rise Advisors, LLC | 729 | $75.2K | 0.03% | +13+1.8% | Added |
| Opal Wealth Advisors, LLC | 734 | $75.7K | 0.02% | +734 | New |
| Center for Financial Planning, Inc. | 740 | $76.4K | 0.01% | −9−1.2% | Reduced |
| CoreCap Advisors, LLC | 743 | $76.7K | 0.00% | +27+3.8% | Added |
| Sawyer & Company, Inc | 750 | $77.0K | 0.03% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 741 | $77.2K | 0.04% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 750 | $77.4K | 0.02% | 00.0% | Unchanged |
| City State Bank | 757 | $78.1K | 0.03% | +100+15.2% | Added |
| Costello Asset Management, INC | 769 | $79.3K | 0.03% | +507+193.5% | Added |
| Brown, Lisle/Cummings, Inc. | 776 | $80.1K | 0.02% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 800 | $82.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 805 | $83.1K | 0.02% | −201−20.0% | Reduced |
| Independence Bank of Kentucky | 811 | $83.7K | 0.01% | −90−10.0% | Reduced |
| New Age Alpha Advisors, LLC | 819 | $84.5K | 0.00% | −1,477−64.3% | Reduced |
| Evermay Wealth Management LLC | 822 | $84.8K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $85.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 833 | $85.0K | 0.02% | +644+340.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 828 | $85.5K | 0.01% | +110+15.3% | Added |
| Parkside Financial Bank & Trust | 829 | $85.6K | 0.01% | −74−8.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 833 | $86.0K | 0.05% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 837 | $86.4K | 0.08% | −20−2.3% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 862 | $89.0K | 0.01% | +415+92.8% | Added |
| Grove Bank & Trust | 958 | $98.9K | 0.01% | −959−50.0% | Reduced |
| MV Capital Management, Inc. | 970 | $100.1K | 0.01% | +11+1.1% | Added |
| Capital Analysts, LLC | 988 | $102.0K | 0.00% | +207+26.5% | Added |
| Gen-Wealth Partners Inc | 1,025 | $105.8K | 0.04% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,029 | $106.2K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,041 | $107.4K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 1,053 | $108.7K | 0.00% | −272−20.5% | Reduced |
| Ulland Investment Advisors, LLC | 1,071 | $111.0K | 0.09% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,097 | $113.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,098 | $113.3K | 0.00% | +158+16.8% | Added |
| Logan Capital Management Inc | 1,103 | $113.8K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 1,112 | $114.8K | 0.13% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,146 | $118.3K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,172 | $121.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,172 | $121.0K | 0.01% | −166−12.4% | Reduced |
| Spire Wealth Management | 1,231 | $127.0K | 0.00% | −68−5.2% | Reduced |
| Cromwell Holdings LLC | 1,235 | $127.5K | 0.08% | +19+1.6% | Added |
| Stephenson National Bank & Trust | 1,261 | $130.1K | 0.05% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,266 | $130.7K | 0.06% | −100−7.3% | Reduced |
| Covestor Ltd | 1,283 | $132.0K | 0.09% | +1,047+443.6% | Added |
| Wealth Preservation Advisors, LLC | 1,291 | $133.2K | 0.10% | +1,291 | New |
| Financial Life Planners | 1,342 | $138.5K | 0.13% | +5+0.4% | Added |
| AllSquare Wealth Management LLC | 1,350 | $139.3K | 0.08% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,364 | $140.8K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,366 | $141.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,368 | $141.1K | 0.02% | +70+5.4% | Added |
| Resources Management Corp | 1,380 | $142.0K | 0.02% | −100−6.8% | Reduced |
| Evelyn Partners Investment Management LLP | 1,386 | $143.0K | 0.00% | +156+12.7% | Added |
| Acropolis Investment Management, LLC | 1,398 | $144.3K | 0.01% | −41−2.8% | Reduced |
| Anchor Investment Management, LLC | 1,415 | $146.0K | 0.01% | −600−29.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,431 | $148.0K | 0.05% | −100−6.5% | Reduced |
| Geneos Wealth Management Inc. | 1,514 | $156.2K | 0.01% | +314+26.2% | Added |
| Bank of New Hampshire | 1,565 | $161.5K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,593 | $164.4K | 0.02% | −61−3.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,628 | $168.0K | 0.02% | −27−1.6% | Reduced |