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 |
|---|---|---|---|---|---|
| Invesco, LLC | 3,252 | $335.6K | 0.14% | −731−18.4% | Reduced |
| Crestwood Advisors Group LLC | 3,262 | $336.6K | 0.01% | +490+17.7% | Added |
| Axxcess Wealth Management, LLC | 3,296 | $340.1K | 0.01% | −31−0.9% | Reduced |
| Boston Private Wealth LLC | 3,297 | $340.3K | 0.01% | −347−9.5% | Reduced |
| PFG Investments, LLC | 3,307 | $341.3K | 0.02% | −35−1.0% | Reduced |
| Westpac Banking Corp | 3,328 | $343.4K | 0.03% | −978−22.7% | Reduced |
| First Citizens Bank & Trust Co | 3,339 | $344.6K | 0.01% | +22+0.7% | Added |
| Tower Bridge Advisors | 3,346 | $345.3K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,348 | $345.5K | 0.01% | −20,932−86.2% | Reduced |
| Defined Wealth Management, LLC | 3,352 | $345.9K | 0.23% | +10+0.3% | Added |
| NTV Asset Management LLC | 3,360 | $346.8K | 0.05% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,395 | $350.4K | 0.01% | −427−11.2% | Reduced |
| Cinctive Capital Management LP | 3,400 | $350.9K | 0.03% | +3,400 | New |
| Fruth Investment Management | 3,403 | $351.0K | 0.10% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,407 | $351.6K | 0.03% | −168−4.7% | Reduced |
| AE Wealth Management LLC | 3,412 | $352.1K | 0.00% | +434+14.6% | Added |
| Farmers National Bank | 3,420 | $352.9K | 0.10% | −9−0.3% | Reduced |
| Essex Savings Bank | 3,443 | $355.3K | 0.09% | −25−0.7% | Reduced |
| Boston Family Office LLC | 3,462 | $357.0K | 0.03% | +3,462 | New |
| Addison Advisors LLC | 3,470 | $358.1K | 0.10% | +5+0.1% | Added |
| Syon Capital LLC | 3,477 | $358.8K | 0.03% | +988+39.7% | Added |
| Americana Partners, LLC | 3,491 | $360.3K | 0.01% | −43−1.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,503 | $361.5K | 0.03% | +36+1.0% | Added |
| Northwest Bancshares, Inc. | 3,505 | $361.7K | 0.07% | 00.0% | Unchanged |
| Patten & Patten Inc | 3,525 | $363.8K | 0.02% | −2−0.1% | Reduced |
| Bell Investment Advisors, Inc | 3,552 | $366.6K | 0.07% | +11+0.3% | Added |
| Strategic Planning, Inc. | 3,559 | $367.2K | 0.21% | +3,559 | New |
| Brevan Howard Capital Management LP | 3,562 | $367.6K | 0.01% | +3,562 | New |
| Headinvest, LLC | 3,564 | $367.8K | 0.07% | −223−5.9% | Reduced |
| Aberdeen Wealth Management LLC | 3,574 | $368.8K | 0.25% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 3,576 | $369.0K | 0.32% | +2+0.1% | Added |
| Foster & Motley Inc | 3,586 | $370.0K | 0.02% | −148−4.0% | Reduced |
| GSB Wealth Management, LLC | 3,611 | $372.7K | 0.10% | +23+0.6% | Added |
| Congress Wealth Management LLC | 3,615 | $373.0K | 0.00% | +1,070+42.0% | Added |
| Kinneret Advisory, LLC | 3,660 | $377.7K | 0.04% | −12−0.3% | Reduced |
| QSV Equity Investors LLC | 3,679 | $379.7K | 0.39% | −23−0.6% | Reduced |
| Boston Trust Walden Corp | 3,698 | $381.6K | 0.00% | −500−11.9% | Reduced |
| Gamco Investors, Inc. Et Al | 3,700 | $381.8K | 0.00% | −20−0.5% | Reduced |
| Resonant Capital Advisors, LLC | 3,701 | $381.9K | 0.03% | +246+7.1% | Added |
| Sentry Investment Management LLC | 4,172 | $384.0K | 0.26% | −1,246−23.0% | Reduced |
| Rothschild Investment LLC | 3,775 | $389.6K | 0.03% | −2−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,778 | $389.9K | 0.01% | −114−2.9% | Reduced |
| BSW Wealth Partners | 3,782 | $390.3K | 0.06% | −411−9.8% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,805 | $392.7K | 0.33% | +29+0.8% | Added |
| Rialto Wealth Management, LLC | 3,903 | $402.8K | 0.13% | +14+0.4% | Added |
| Atwood & Palmer Inc | 3,925 | $405.1K | 0.03% | −57−1.4% | Reduced |
| Aprio Wealth Management, LLC | 3,936 | $406.2K | 0.05% | +316+8.7% | Added |
| Philadelphia Trust Co | 3,964 | $409.0K | 0.04% | −435−9.9% | Reduced |
| Mather Group, LLC. | 3,969 | $409.6K | 0.00% | +555+16.3% | Added |
| Corient IA LLC | 4,000 | $412.8K | 0.29% | +4,000 | New |
| Monterey Private Wealth, Inc. | 4,008 | $413.6K | 0.12% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 4,008 | $413.6K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,019 | $414.8K | 0.02% | −218−5.1% | Reduced |
| Cigna Investments Inc | 4,015 | $415.0K | 0.08% | −100−2.4% | Reduced |
| Kraematon Investment Advisors, Inc | 4,024 | $415.2K | 0.42% | +9+0.2% | Added |
| Busey Wealth Management | 4,027 | $415.6K | 0.01% | −237−5.6% | Reduced |
| Charter Trust Co | 4,036 | $416.5K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,038 | $416.7K | 0.07% | +3,406+538.9% | Added |
| Acadian Asset Management LLC | 4,045 | $417.0K | 0.00% | +1,574+63.7% | Added |
| Fiduciary Group LLC | 4,086 | $421.7K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,128 | $426.0K | 0.03% | +5+0.1% | Added |
| Shakespeare Wealth Management, Inc. | 4,160 | $429.3K | 0.12% | +8+0.2% | Added |
| Mystic Asset Management, Inc. | 4,160 | $429.3K | 0.11% | +38+0.9% | Added |
| Aull & Monroe Investment Management Corp | 4,170 | $430.3K | 0.21% | −55−1.3% | Reduced |
| Schnieders Capital Management LLC | 4,213 | $434.8K | 0.09% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 4,288 | $442.5K | 0.09% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,295 | $443.2K | 0.03% | +4,295 | New |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $443.8K | 0.14% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,312 | $445.0K | 0.01% | −3,079−41.7% | Reduced |
| Centiva Capital, LP | 4,320 | $445.8K | 0.03% | +4,320 | New |
| Mirova | 4,324 | $446.2K | 0.08% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,326 | $446.4K | 0.26% | 00.0% | Unchanged |
| 1st Source Bank | 4,348 | $448.7K | 0.03% | −63−1.4% | Reduced |
| Exencial Wealth Advisors, LLC | 4,350 | $448.9K | 0.02% | −55−1.2% | Reduced |
| Warren Averett Asset Management, LLC | 4,371 | $451.1K | 0.01% | +12+0.3% | Added |
| Forte Capital LLC | 4,375 | $451.5K | 0.05% | −38−0.9% | Reduced |
| Beck Mack & Oliver LLC | 4,397 | $453.8K | 0.01% | −75−1.7% | Reduced |
| Texas Bank & Trust Co | 4,400 | $454.1K | 0.19% | 00.0% | Unchanged |
| Graypoint LLC | 4,414 | $455.6K | 0.03% | +147+3.4% | Added |
| Fifth Third Wealth Advisors LLC | 4,418 | $455.9K | 0.02% | +20.0% | Added |
| CX Institutional | 4,422 | $456.0K | 0.02% | +576+15.0% | Added |
| Pitcairn Co | 4,426 | $456.8K | 0.03% | +6+0.1% | Added |
| Gabelli Funds LLC | 4,500 | $464.4K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,002 | $464.9K | 0.01% | +663+15.3% | Added |
| Sovereign Financial Group, Inc. | 4,505 | $464.9K | 0.11% | −57−1.2% | Reduced |
| Verdence Capital Advisors LLC | 4,524 | $466.9K | 0.04% | −5−0.1% | Reduced |
| Excalibur Management Corp | 4,525 | $467.0K | 0.18% | 00.0% | Unchanged |
| Trust Co of Virginia | 4,542 | $468.7K | 0.04% | −103−2.2% | Reduced |
| Valeo Financial Advisors, LLC | 4,550 | $469.5K | 0.01% | +67+1.5% | Added |
| Radnor Capital Management, LLC | 4,552 | $470.0K | 0.08% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 4,570 | $471.6K | 0.27% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4,628 | $477.6K | 0.07% | +4,628 | New |
| City Holding Co | 4,667 | $481.6K | 0.07% | −334−6.7% | Reduced |
| IHT Wealth Management, LLC | 4,691 | $484.1K | 0.02% | −75−1.6% | Reduced |
| Stephens Inc | 4,710 | $486.1K | 0.01% | −15−0.3% | Reduced |
| Laurion Capital Management LP | 4,718 | $486.9K | 0.04% | +4,718 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 4,728 | $487.9K | 0.00% | +4,728 | New |
| Siemens Fonds Invest GmbH | 4,733 | $488.4K | 0.03% | +296+6.7% | Added |
| Umb Bank N A | 4,776 | $492.9K | 0.01% | −153−3.1% | Reduced |
| Baker Avenue Asset Management, LP | 4,784 | $493.7K | 0.02% | −117−2.4% | Reduced |