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 |
|---|---|---|---|---|---|
| Founders Capital Management, LLC | 2,537 | $261.8K | 0.05% | 00.0% | Unchanged |
| Sky-Mountain Capital Management, Inc. | 2,540 | $262.1K | 0.22% | +2,540 | New |
| Chicago Partners Investment Group LLC | 2,710 | $263.8K | 0.01% | +2,710 | New |
| Equitable Holdings, Inc. | 2,558 | $264.0K | 0.00% | −46−1.8% | Reduced |
| Schechter Investment Advisors, LLC | 2,560 | $264.2K | 0.02% | +2,560 | New |
| Courier Capital LLC | 2,566 | $264.8K | 0.02% | +150+6.2% | Added |
| Journey Strategic Wealth LLC | 2,566 | $264.8K | 0.01% | +2,566 | New |
| SeaCrest Wealth Management, LLC | 2,578 | $266.0K | 0.03% | −202−7.3% | Reduced |
| Flputnam Investment Management Co | 2,583 | $266.6K | 0.00% | −625−19.5% | Reduced |
| Mission Wealth Management, LP | 2,585 | $266.7K | 0.01% | −370−12.5% | Reduced |
| LMR Partners LLP | 2,586 | $266.9K | 0.01% | +2,586 | New |
| Great Valley Advisor Group, Inc. | 2,586 | $266.9K | 0.01% | −274−9.6% | Reduced |
| Donaldson Capital Management, LLC | 2,590 | $267.3K | 0.01% | −56−2.1% | Reduced |
| Sapient Capital LLC | 2,590 | $267.3K | 0.01% | −15−0.6% | Reduced |
| GHP Investment Advisors, Inc. | 2,609 | $269.3K | 0.01% | +12+0.5% | Added |
| Aventura Private Wealth, LLC | 2,623 | $270.7K | 0.14% | +132+5.3% | Added |
| MEMBERS Trust Co | 2,656 | $274.1K | 0.01% | +2+0.1% | Added |
| Colonial Trust Co | 2,665 | $275.0K | 0.04% | −11−0.4% | Reduced |
| Intrua Financial, LLC | 2,676 | $276.2K | 0.04% | −628−19.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,690 | $277.6K | 0.02% | −100−3.6% | Reduced |
| Spinnaker Trust | 2,690 | $277.6K | 0.02% | +200+8.0% | Added |
| Dynamic Advisor Solutions LLC | 2,697 | $278.3K | 0.01% | +372+16.0% | Added |
| Clarius Group, LLC | 2,700 | $278.6K | 0.02% | +14+0.5% | Added |
| Montecito Bank & Trust | 2,717 | $280.4K | 0.05% | −60−2.2% | Reduced |
| Old National Bancorp | 2,724 | $281.1K | 0.01% | −577−17.5% | Reduced |
| Miracle Mile Advisors, LLC | 2,724 | $281.1K | 0.01% | +2,724 | New |
| Great Lakes Advisors, LLC | 2,728 | $281.5K | 0.00% | +380+16.2% | Added |
| St Germain D J Co Inc | 2,729 | $281.6K | 0.01% | −144−5.0% | Reduced |
| Stonebridge Capital Advisors LLC | 2,738 | $282.5K | 0.02% | +213+8.4% | Added |
| Bragg Financial Advisors, Inc | 2,748 | $283.6K | 0.01% | −119−4.2% | Reduced |
| Sentinel Trust Co Lba | 2,754 | $284.0K | 0.03% | +4+0.1% | Added |
| Douglas Lane & Associates, LLC | 2,754 | $284.2K | 0.00% | −71−2.5% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $285.3K | 0.25% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,768 | $285.6K | 0.11% | +2+0.1% | Added |
| Change Path, LLC | 2,769 | $285.8K | 0.01% | −148−5.1% | Reduced |
| Ancora Advisors, LLC | 2,769 | $285.8K | 0.01% | −39−1.4% | Reduced |
| Citizens Financial Group Inc | 2,781 | $287.0K | 0.01% | +324+13.2% | Added |
| New England Capital Financial Advisors LLC | 2,785 | $287.4K | 0.15% | −138−4.7% | Reduced |
| CTC Alternative Strategies, Ltd. | 2,800 | $289.0K | 0.35% | +2,800 | New |
| Adviser Investments LLC | 2,803 | $289.2K | 0.00% | −33−1.2% | Reduced |
| Forbes J M & Co LLP | 2,804 | $289.4K | 0.03% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,092 | $289.6K | 0.02% | +125+4.2% | Added |
| Fielder Capital Group LLC | 2,818 | $290.8K | 0.08% | −78−2.7% | Reduced |
| Sowell Financial Services LLC | 2,824 | $291.4K | 0.01% | +2,824 | New |
| Cyndeo Wealth Partners, LLC | 2,838 | $292.9K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,848 | $293.9K | 0.01% | +2,848 | New |
| Howland Capital Management LLC | 2,852 | $294.3K | 0.01% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 2,853 | $294.4K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 2,858 | $294.9K | 0.01% | −674−19.1% | Reduced |
| Enterprise Financial Services Corp | 2,862 | $295.4K | 0.17% | −32−1.1% | Reduced |
| Coldstream Capital Management Inc | 2,867 | $295.9K | 0.01% | +178+6.6% | Added |
| Farther Finance Advisors, LLC | 2,845 | $296.1K | 0.01% | +1,466+106.3% | Added |
| S.A. Mason LLC | 2,883 | $297.5K | 0.16% | −9−0.3% | Reduced |
| Riverwater Partners LLC | 2,885 | $297.7K | 0.15% | +91+3.3% | Added |
| Callan Capital, LLC | 2,895 | $298.8K | 0.02% | +246+9.3% | Added |
| Cypress Advisory Group LLC | 2,900 | $299.3K | 0.27% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 2,902 | $299.5K | 0.06% | 00.0% | Unchanged |
| LCM Capital Management Inc | 2,904 | $299.7K | 0.18% | −24−0.8% | Reduced |
| Ritholtz Wealth Management | 2,907 | $300.0K | 0.01% | +69+2.4% | Added |
| Signature Wealth Management Partners, LLC | 2,910 | $300.3K | 0.20% | 00.0% | Unchanged |
| Dover Advisors, LLC | 2,937 | $303.1K | 0.13% | −44−1.5% | Reduced |
| Caldwell Trust Co | 2,944 | $303.8K | 0.03% | −1,255−29.9% | Reduced |
| Chicago Trust Co NA | 2,948 | $304.2K | 0.05% | −480−14.0% | Reduced |
| McDonald Partners LLC | 2,952 | $304.7K | 0.08% | −25−0.8% | Reduced |
| Forum Financial Management, LP | 2,955 | $305.0K | 0.01% | +62+2.1% | Added |
| Massmutual Trust Co FSB | 2,965 | $306.0K | 0.01% | +758+34.3% | Added |
| Sagespring Wealth Partners, LLC | 2,966 | $306.1K | 0.01% | +2,966 | New |
| Flagship Harbor Advisors, LLC | 2,974 | $306.9K | 0.02% | −211−6.6% | Reduced |
| Keynote Financial Services LLC | 2,975 | $307.0K | 0.22% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,981 | $307.6K | 0.05% | +402+15.6% | Added |
| Principal Street Partners, LLC | 2,994 | $309.0K | 0.06% | +186+6.6% | Added |
| Hazlett, Burt & Watson, Inc. | 3,000 | $309.0K | 0.14% | −145−4.6% | Reduced |
| Systematic Financial Management LP | 3,000 | $309.6K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $309.6K | 0.04% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $309.6K | 0.08% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,000 | $310.0K | 0.17% | −19,000−86.4% | Reduced |
| Vancity Investment Management Ltd | 3,001 | $310.0K | 0.04% | +3,001 | New |
| Heritage Wealth Management, Inc. | 3,017 | $311.4K | 0.11% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 3,026 | $312.3K | 0.07% | −112−3.6% | Reduced |
| Meridian Wealth Management, LLC | 3,028 | $312.5K | 0.02% | +34+1.1% | Added |
| General Partner, Inc. | 3,029 | $312.6K | 0.20% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,041 | $313.9K | 0.01% | +3,041 | New |
| EverSource Wealth Advisors, LLC | 3,050 | $314.8K | 0.02% | +169+5.9% | Added |
| Bard Financial Services, Inc. | 3,050 | $314.8K | 0.04% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 3,071 | $316.9K | 0.07% | −50−1.6% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,083 | $318.2K | 0.03% | +11+0.4% | Added |
| Boyd Watterson Asset Management LLC | 3,101 | $320.1K | 0.10% | −107−3.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,112 | $321.1K | 0.02% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 3,113 | $321.3K | 0.04% | +3,113 | New |
| Advisory Services Network, LLC | 3,126 | $322.6K | 0.01% | +79+2.6% | Added |
| Fidelis Capital Partners, LLC | 3,486 | $324.0K | 0.03% | −148−4.1% | Reduced |
| First Affirmative Financial Network | 3,146 | $324.7K | 0.20% | −352−10.1% | Reduced |
| Bokf, NA | 3,155 | $325.6K | 0.01% | −540−14.6% | Reduced |
| Tiemann Investment Advisors, LLC | 3,159 | $326.0K | 0.15% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,160 | $326.1K | 0.01% | +720+29.5% | Added |
| Country Club Bank | 3,227 | $329.5K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,207 | $330.9K | 0.04% | +35+1.1% | Added |
| NorthCrest Asset Manangement, LLC | 3,215 | $331.8K | 0.01% | −583−15.4% | Reduced |
| Tritonpoint Wealth, LLC | 3,244 | $334.8K | 0.03% | +352+12.2% | Added |
| TCTC Holdings, LLC | 3,249 | $335.3K | 0.01% | 00.0% | Unchanged |