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 |
|---|---|---|---|---|---|
| R Squared Ltd | 4,840 | $499.5K | 0.53% | +4,310+813.2% | Added |
| Clarendon Private LLC | 4,852 | $500.7K | 0.53% | +1,080+28.6% | Added |
| Ferguson Wellman Capital Management, Inc | 4,910 | $506.7K | 0.01% | +640+15.0% | Added |
| Hilltop Holdings Inc. | 4,914 | $507.1K | 0.03% | −246−4.8% | Reduced |
| Montag A & Associates Inc | 4,949 | $510.8K | 0.03% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,956 | $511.5K | 0.02% | +793+19.0% | Added |
| First Western Trust Bank | 4,958 | $511.7K | 0.02% | +8+0.2% | Added |
| Everett Harris & Co | 4,967 | $512.6K | 0.01% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4,993 | $515.2K | 0.02% | +369+8.0% | Added |
| Moors & Cabot, Inc. | 4,999 | $515.9K | 0.03% | +75+1.5% | Added |
| Valley Brook Capital Group | 5,065 | $522.7K | 0.41% | −50−1.0% | Reduced |
| Silver Oak Securities, Inc | 5,121 | $522.9K | 0.05% | +20+0.4% | Added |
| Cary Street Partners Financial LLC | 5,076 | $523.8K | 0.02% | +174+3.5% | Added |
| Checchi Capital Advisers, LLC | 5,083 | $524.6K | 0.04% | +18+0.4% | Added |
| Aptus Capital Advisors, LLC | 5,100 | $526.3K | 0.01% | +129+2.6% | Added |
| Moody National Bank Trust Division | 5,131 | $529.5K | 0.06% | −70−1.3% | Reduced |
| Investment Advisory Services Inc | 5,194 | $536.1K | 0.19% | −46−0.9% | Reduced |
| Gateway Wealth Partners, LLC | 5,240 | $540.8K | 0.12% | 00.0% | Unchanged |
| Quarry LP | 5,278 | $544.7K | 0.14% | +2,059+64.0% | Added |
| Catalyst Funds Management Pty Ltd | 5,280 | $544.9K | 0.14% | +5,280 | New |
| LGT Group Foundation | 5,306 | $547.6K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 5,310 | $548.0K | 0.02% | +10+0.2% | Added |
| Eventide Asset Management, LLC | 5,377 | $549.0K | 0.01% | +5,377 | New |
| Trexquant Investment LP | 5,335 | $550.6K | 0.01% | +5,335 | New |
| Banque Transatlantique SA | 5,345 | $551.4K | 0.02% | −453−7.8% | Reduced |
| Milestone Asset Management Group, LLC | 5,353 | $552.4K | 0.50% | +5+0.1% | Added |
| Aaron Wealth Advisors | 5,376 | $554.8K | 0.06% | +1,792+50.0% | Added |
| Moneta Group Investment Advisors LLC | 5,412 | $558.5K | 0.01% | −1,174−17.8% | Reduced |
| Bull Street Advisors, LLC | 5,470 | $565.0K | 0.27% | −162−2.9% | Reduced |
| Wendell David Associates Inc | 5,494 | $567.0K | 0.06% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,561 | $567.8K | 0.01% | −879−13.6% | Reduced |
| StoneX Group Inc. | 5,527 | $570.4K | 0.03% | −130−2.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,552 | $573.0K | 0.01% | +632+12.8% | Added |
| Ingalls & Snyder LLC | 5,573 | $575.0K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5,666 | $584.7K | 0.27% | +542+10.6% | Added |
| Qtron Investments LLC | 5,680 | $586.2K | 0.09% | 00.0% | Unchanged |
| Simmons Bank | 5,698 | $588.0K | 0.04% | −276−4.6% | Reduced |
| Garrison Point Advisors, LLC | 5,745 | $592.9K | 0.29% | 00.0% | Unchanged |
| Holderness Investments Co | 5,751 | $593.5K | 0.14% | +32+0.6% | Added |
| Amica Retiree Medical Trust | 5,752 | $594.0K | 0.91% | −2,842−33.1% | Reduced |
| Ballentine Partners, LLC | 5,757 | $594.1K | 0.01% | +214+3.9% | Added |
| Belpointe Asset Management LLC | 5,807 | $599.3K | 0.03% | +5,807 | New |
| Fortis Capital Advisors, LLC | 5,807 | $599.3K | 0.12% | +5,807 | New |
| Ahl Investment Management, Inc. | 5,857 | $604.4K | 0.42% | −60−1.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,863 | $605.1K | 0.07% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 5,911 | $610.0K | 0.24% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 5,917 | $610.6K | 0.07% | −90−1.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,922 | $612.0K | 0.00% | +5,922 | New |
| Ausdal Financial Partners, Inc. | 5,932 | $612.1K | 0.05% | +3,406+134.8% | Added |
| Lindbrook Capital, LLC | 6,008 | $620.0K | 0.06% | +50+0.8% | Added |
| National Asset Management, Inc. | 6,016 | $620.9K | 0.02% | +1,001+20.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,048 | $624.2K | 0.03% | −270−4.3% | Reduced |
| Meridian Management Co | 6,050 | $624.4K | 0.19% | −107−1.7% | Reduced |
| Central Trust Co | 6,071 | $626.5K | 0.02% | −122−2.0% | Reduced |
| Stratos Wealth Partners, LTD. | 6,076 | $627.1K | 0.01% | −195−3.1% | Reduced |
| Means Investment Co., Inc. | 6,141 | $633.7K | 0.07% | −49−0.8% | Reduced |
| Quotient Wealth Partners, LLC | 6,146 | $634.3K | 0.02% | +307+5.3% | Added |
| Arkadios Wealth Advisors | 6,181 | $637.9K | 0.02% | +3,185+106.3% | Added |
| Raiffeisen Bank International AG | 6,259 | $639.1K | 0.01% | +3,349+115.1% | Added |
| ELCO Management Co., LLC | 6,229 | $642.8K | 0.36% | −446−6.7% | Reduced |
| Ieq Capital, LLC | 6,247 | $644.7K | 0.01% | +314+5.3% | Added |
| Penobscot Investment Management Company, Inc. | 6,346 | $654.9K | 0.06% | +1,148+22.1% | Added |
| Soltis Investment Advisors LLC | 6,358 | $656.2K | 0.06% | +285+4.7% | Added |
| Westhampton Capital, LLC | 6,387 | $659.1K | 0.36% | −200−3.0% | Reduced |
| Signaturefd, LLC | 6,430 | $663.6K | 0.01% | +729+12.8% | Added |
| Fullerton Fund Management Co Ltd. | 6,435 | $664.1K | 0.04% | +6,435 | New |
| Integrity Alliance, LLC. | 6,467 | $667.4K | 0.03% | +6,467 | New |
| Ninety One North America, Inc. | 6,490 | $669.8K | 0.05% | −1,035−13.8% | Reduced |
| Larson Financial Group LLC | 6,507 | $671.5K | 0.03% | −256−3.8% | Reduced |
| Ostrum Asset Management | 6,555 | $676.5K | 0.04% | −174−2.6% | Reduced |
| Concurrent Investment Advisors, LLC | 6,581 | $679.2K | 0.02% | +2,942+80.8% | Added |
| ICW Investment Advisors LLC | 6,600 | $681.1K | 0.28% | +78+1.2% | Added |
| Williams Jones Wealth Management, LLC. | 6,689 | $690.3K | 0.01% | −137−2.0% | Reduced |
| Waterford Advisors, LLC | 6,690 | $690.4K | 0.29% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 6,728 | $694.3K | 0.10% | −21−0.3% | Reduced |
| NorthRock Partners, LLC | 6,732 | $694.8K | 0.02% | +433+6.9% | Added |
| Rehmann Capital Advisory Group | 6,824 | $704.3K | 0.04% | +375+5.8% | Added |
| Mesirow Financial Investment Management, Inc. | 6,831 | $705.3K | 0.01% | +351+5.4% | Added |
| Guggenheim Capital LLC | 6,872 | $709.2K | 0.01% | −3,433−33.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,945 | $716.7K | 0.04% | 00.0% | Unchanged |
| Optas, LLC | 6,959 | $718.2K | 0.12% | +1,070+18.2% | Added |
| Medallion Wealth Advisors, LLC | 6,945 | $721.9K | 0.33% | +313+4.7% | Added |
| Integrated Wealth Concepts LLC | 6,997 | $722.1K | 0.01% | +63+0.9% | Added |
| MUFG Securities Americas Inc. | 7,019 | $724.4K | 0.08% | +1,121+19.0% | Added |
| Quadrant Capital Group LLC | 7,057 | $728.3K | 0.03% | +3,075+77.2% | Added |
| Prudential PLC | 7,109 | $733.6K | 0.00% | −6,359−47.2% | Reduced |
| Wedbush Securities Inc | 7,146 | $737.0K | 0.03% | +719+11.2% | Added |
| Curbstone Financial Management Corp | 7,148 | $737.7K | 0.16% | +400+5.9% | Added |
| Werlinich Asset Management, LLC | 7,155 | $738.4K | 0.47% | 00.0% | Unchanged |
| Wedmont Private Capital | 7,606 | $738.5K | 0.04% | +1,206+18.8% | Added |
| Romano Brothers and Company | 7,159 | $738.8K | 0.10% | −88−1.2% | Reduced |
| Ar Asset Management Inc | 7,200 | $743.0K | 0.17% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 7,227 | $745.8K | 0.01% | −411−5.4% | Reduced |
| Cooper Financial Group | 7,279 | $751.2K | 0.10% | +666+10.1% | Added |
| Diversified Trust Co | 7,285 | $751.8K | 0.02% | +449+6.6% | Added |
| Fire Capital Management LLC | 7,346 | $758.1K | 0.56% | 00.0% | Unchanged |
| State of Wyoming | 7,406 | $764.3K | 0.10% | +5,450+278.6% | Added |
| Glenview Trust Co | 7,416 | $765.3K | 0.01% | −979−11.7% | Reduced |
| EP Wealth Advisors, LLC | 7,419 | $765.6K | 0.01% | +794+12.0% | Added |
| Horizon Investments, LLC | 7,486 | $772.6K | 0.02% | +225+3.1% | Added |