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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 1,660 | $170.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 1,676 | $173.0K | 0.08% | −27−1.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,724 | $177.9K | 0.01% | +1,105+178.5% | Added |
| Deseret Mutual Benefit Administrators | 1,729 | $178.4K | 0.09% | +97+5.9% | Added |
| Broadwater Capital Management LLC | 1,822 | $188.0K | 0.15% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,832 | $189.0K | 0.01% | +1+0.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,850 | $190.9K | 0.00% | −57,000−96.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,891 | $195.2K | 0.11% | +38+2.1% | Added |
| Adirondack Trust Co | 1,923 | $198.5K | 0.08% | −50−2.5% | Reduced |
| Becker Capital Management Inc | 1,944 | $200.7K | 0.01% | +1,944 | New |
| Pure Financial Advisors, Inc. | 1,951 | $201.3K | 0.00% | +1,951 | New |
| Citizens National Bank Trust Department | 1,956 | $201.9K | 0.04% | −5−0.3% | Reduced |
| PDS Planning, Inc | 1,959 | $202.2K | 0.02% | +1,959 | New |
| Wescott Financial Advisory Group, LLC | 1,963 | $202.6K | 0.02% | +1,963 | New |
| David Loasby | 2,152 | $203.0K | 0.02% | +2,152 | New |
| Commerzbank Aktiengesellschaft | 1,965 | $203.0K | 0.00% | +1,965 | New |
| Alta Advisers Ltd | 1,968 | $203.1K | 0.09% | +1,968 | New |
| Azimuth Capital Investment Management LLC | 1,970 | $203.3K | 0.01% | −715−26.6% | Reduced |
| Fractal Investments LLC | 1,979 | $204.2K | 0.03% | +1,979 | New |
| Jump Financial, LLC | 1,983 | $204.6K | 0.00% | −28,654−93.5% | Reduced |
| Plancorp, LLC | 1,984 | $204.7K | 0.01% | +1,984 | New |
| ICONIQ Capital, LLC | 1,995 | $205.9K | 0.00% | +1,995 | New |
| Marathon Capital Management | 1,999 | $206.3K | 0.05% | +1,999 | New |
| Van Hulzen Asset Management, LLC | 2,000 | $206.4K | 0.02% | 00.0% | Unchanged |
| Cullinan Associates Inc | 2,000 | $206.4K | 0.01% | +2,000 | New |
| Berkshire Money Management, Inc. | 2,000 | $206.4K | 0.02% | +2,000 | New |
| Fortress Private Ledger, LLC | 2,013 | $207.7K | 0.12% | +2,013 | New |
| Manchester Capital Management LLC | 2,018 | $208.3K | 0.03% | −32−1.6% | Reduced |
| First Horizon Advisors, Inc. | 2,032 | $209.8K | 0.01% | −2,151−51.4% | Reduced |
| Institute for Wealth Management, LLC. | 2,042 | $210.7K | 0.03% | +2,042 | New |
| Haverford Trust Co | 2,053 | $211.9K | 0.00% | −125−5.7% | Reduced |
| US Financial Advisors, LLC | 2,054 | $212.0K | 0.06% | +2,054 | New |
| Claret Asset Management Corp | – | $212.0K | 0.03% | – | New |
| Bridgewater Advisors Inc. | 2,241 | $212.6K | 0.02% | +2,241 | New |
| Integrated Advisors Network LLC | 2,063 | $212.9K | 0.01% | +2,063 | New |
| Court Place Advisors, LLC | 2,072 | $213.8K | 0.07% | −134−6.1% | Reduced |
| Arrow Financial Corp | 2,075 | $214.1K | 0.02% | +2,075 | New |
| Conning Inc. | 2,088 | $215.5K | 0.01% | +2,088 | New |
| Smartleaf Asset Management LLC | 2,115 | $216.0K | 0.02% | +98+4.9% | Added |
| Proficio Capital Partners LLC | 2,119 | $218.7K | 0.02% | +2,119 | New |
| Capital Advantage, Inc. | 2,374 | $219.9K | 0.04% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,137 | $220.5K | 0.07% | 00.0% | Unchanged |
| MJP Associates Inc | 2,138 | $220.6K | 0.04% | +2,138 | New |
| Ascent Group, LLC | 2,142 | $221.1K | 0.01% | +2,142 | New |
| South State Corp. | 2,150 | $221.9K | 0.01% | −659−23.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,150 | $221.9K | 0.02% | +2,150 | New |
| Pavion Blue Capital, LLC | 2,151 | $222.0K | 0.11% | +2,151 | New |
| Montis Financial, LLC | 2,156 | $222.5K | 0.07% | −60−2.7% | Reduced |
| Personal Cfo Solutions, LLC | 2,165 | $223.5K | 0.05% | +2,165 | New |
| Hancock Whitney Corp | 2,166 | $223.5K | 0.01% | −46−2.1% | Reduced |
| Bennett Selby Investments LP | 2,171 | $224.0K | 0.09% | +2,171 | New |
| First Foundation Advisors | 2,175 | $224.5K | 0.01% | −258−10.6% | Reduced |
| Perbak Capital Partners LLP | 2,177 | $224.7K | 0.17% | +2,177 | New |
| Asset Dedication, LLC | 2,181 | $225.1K | 0.02% | −87−3.8% | Reduced |
| Skopos Labs, Inc. | 2,182 | $225.1K | 0.05% | +1,011+86.3% | Added |
| Northeast Investment Management | 2,193 | $226.3K | 0.01% | −2−0.1% | Reduced |
| Mairs & Power Inc | 2,204 | $227.5K | 0.00% | −159−6.7% | Reduced |
| Tyche Wealth Partners LLC | 2,205 | $227.6K | 0.05% | −2−0.1% | Reduced |
| Harbour Investments, Inc. | 2,210 | $228.0K | 0.01% | +9+0.4% | Added |
| Wealthspire Advisors, LLC | 2,224 | $229.5K | 0.00% | −241−9.8% | Reduced |
| EntryPoint Capital, LLC | 2,237 | $230.9K | 0.11% | +2,237 | New |
| MSH Capital Advisors LLC | 2,240 | $231.2K | 0.07% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,272 | $232.0K | 0.03% | +2,272 | New |
| GKV Capital Management Co., Inc. | 2,250 | $232.2K | 0.12% | −250−10.0% | Reduced |
| Stock Yards Bank & Trust Co | 2,253 | $232.5K | 0.01% | −125−5.3% | Reduced |
| Childress Capital Advisors, LLC | 2,256 | $232.8K | 0.07% | +2,256 | New |
| Longboard Asset Management, LP | 2,261 | $233.3K | 0.69% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,262 | $233.4K | 0.11% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,280 | $235.3K | 0.07% | +13+0.6% | Added |
| Naples Global Advisors, LLC | 2,283 | $235.6K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,288 | $236.0K | 0.01% | −600−20.8% | Reduced |
| Washington Trust Advisors, Inc. | 2,300 | $237.4K | 0.02% | 00.0% | Unchanged |
| Sabal Trust CO | 2,303 | $237.7K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 2,306 | $238.0K | 0.01% | −182−7.3% | Reduced |
| Colonial Trust Advisors | 2,312 | $238.6K | 0.02% | −100−4.1% | Reduced |
| Atria Wealth Solutions, Inc. | 2,323 | $239.7K | 0.00% | −799−25.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 2,336 | $241.1K | 0.01% | +2,336 | New |
| LMCG Investments, LLC | 2,341 | $241.6K | 0.02% | −2−0.1% | Reduced |
| Sentry LLC | 2,341 | $241.6K | 0.05% | 00.0% | Unchanged |
| Baader Bank INC | 2,348 | $242.1K | 0.02% | +12+0.5% | Added |
| Howard Capital Management Inc. | 2,377 | $245.3K | 0.01% | −364−13.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,379 | $245.5K | 0.03% | +7+0.3% | Added |
| Seascape Capital Management | 2,385 | $246.0K | 0.09% | −31,745−93.0% | Reduced |
| Venturi Wealth Management, LLC | 2,404 | $248.1K | 0.01% | +1,477+159.3% | Added |
| Farmers Trust Co | 2,417 | $249.4K | 0.05% | −33−1.3% | Reduced |
| Sky Investment Group LLC | 2,436 | $251.4K | 0.05% | −5−0.2% | Reduced |
| Leavell Investment Management, Inc. | 2,446 | $252.4K | 0.01% | −38−1.5% | Reduced |
| Prospera Financial Services Inc | 2,443 | $252.6K | 0.01% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 2,454 | $253.3K | 0.07% | +15+0.6% | Added |
| Ronald Blue Trust, Inc. | 2,455 | $253.4K | 0.00% | +220+9.8% | Added |
| Manning & Napier Advisors LLC | 2,464 | $254.3K | 0.00% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,484 | $256.3K | 0.01% | −139−5.3% | Reduced |
| Frank, Rimerman Advisors LLC | 2,486 | $256.6K | 0.02% | −1,287−34.1% | Reduced |
| KCM Investment Advisors LLC | 2,487 | $256.7K | 0.01% | −45−1.8% | Reduced |
| Shelton Capital Management | 2,489 | $256.9K | 0.01% | −70−2.7% | Reduced |
| Evergreen Capital Management LLC | 2,508 | $258.8K | 0.01% | +2,508 | New |
| Sterling Financial Planning, Inc. | 2,513 | $259.3K | 0.09% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,519 | $260.0K | 0.02% | −5−0.2% | Reduced |
| Laurel Wealth Advisors LLC | 2,530 | $261.1K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,537 | $261.8K | 0.01% | +2,537 | New |