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 |
|---|---|---|---|---|---|
| Eastern Bank | 7,498 | $773.8K | 0.02% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 7,514 | $775.4K | 0.10% | +63+0.8% | Added |
| Pring Turner Capital Group Inc | 7,575 | $781.7K | 0.48% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,614 | $785.8K | 0.02% | +220+3.0% | Added |
| Salem Investment Counselors Inc | 7,649 | $789.4K | 0.03% | −1,277−14.3% | Reduced |
| Banque Cantonale Vaudoise | 7,657 | $790.0K | 0.03% | +7,657 | New |
| Marble Harbor Investment Counsel, LLC | 7,769 | $801.8K | 0.09% | −350−4.3% | Reduced |
| Vestcor Inc | 7,883 | $814.0K | 0.03% | +17+0.2% | Added |
| Kestra Private Wealth Services, LLC | 7,892 | $814.5K | 0.01% | −1,257−13.7% | Reduced |
| Apollon Wealth Management, LLC | 7,914 | $816.8K | 0.02% | −362−4.4% | Reduced |
| TD Waterhouse Canada Inc. | 7,875 | $819.1K | 0.01% | +3,284+71.5% | Added |
| GAMMA Investing LLC | 7,953 | $820.8K | 0.06% | +1,260+18.8% | Added |
| Lee Danner & Bass Inc | 7,983 | $823.8K | 0.07% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 8,117 | $837.7K | 0.23% | +40+0.5% | Added |
| Advisors Asset Management, Inc. | 8,257 | $852.1K | 0.02% | −488−5.6% | Reduced |
| TownSquare Capital, LLC | 8,298 | $856.3K | 0.01% | +1,272+18.1% | Added |
| Oppenheimer & Co Inc | 8,304 | $857.0K | 0.01% | −1,396−14.4% | Reduced |
| Sit Investment Associates Inc | 8,415 | $868.0K | 0.02% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 8,519 | $879.2K | 0.04% | +8,519 | New |
| Procyon Private Wealth Partners, LLC | 8,528 | $880.0K | 0.05% | +6,360+293.4% | Added |
| Panagora Asset Management Inc | 8,652 | $892.9K | 0.00% | +437+5.3% | Added |
| Daymark Wealth Partners, LLC | 8,674 | $895.1K | 0.04% | +788+10.0% | Added |
| IMA Wealth, Inc. | 8,697 | $897.5K | 0.11% | −736−7.8% | Reduced |
| Field & Main Bank | 8,702 | $898.0K | 0.32% | −170−1.9% | Reduced |
| V-Square Quantitative Management LLC | 8,718 | $899.7K | 0.13% | −275−3.1% | Reduced |
| AustralianSuper Pty Ltd | 8,718 | $899.7K | 0.01% | +8,718 | New |
| Shell Asset Management Co | 8,737 | $902.0K | 0.04% | −396−4.3% | Reduced |
| FineMark National Bank & Trust | 8,751 | $903.1K | 0.03% | +100+1.2% | Added |
| American National Bank | 8,766 | $904.7K | 0.10% | −6,802−43.7% | Reduced |
| Ossiam | 8,812 | $909.4K | 0.01% | −686−7.2% | Reduced |
| Carolina Wealth Advisors, LLC | 8,846 | $912.9K | 0.49% | +6,581+290.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $921.6K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 8,988 | $927.6K | 0.01% | +857+10.5% | Added |
| Holowesko Partners Ltd. | 9,000 | $928.8K | 0.35% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,026 | $931.4K | 0.01% | −627−6.5% | Reduced |
| Johnson Investment Counsel Inc | 9,095 | $938.6K | 0.01% | +160+1.8% | Added |
| Monarch Capital Management Inc | 9,213 | $950.8K | 0.26% | −539−5.5% | Reduced |
| Home Federal Bank of Tennessee | 9,226 | $952.1K | 0.28% | −5−0.1% | Reduced |
| Parallel Advisors, LLC | 9,266 | $956.2K | 0.02% | −456−4.7% | Reduced |
| Birch Hill Investment Advisors LLC | 9,325 | $962.3K | 0.05% | −300−3.1% | Reduced |
| Auto-Owners Insurance Co | 5,000 | $964.3K | 0.03% | −1,393−21.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,447 | $974.9K | 0.01% | +209+2.3% | Added |
| Vontobel Holding Ltd. | 9,454 | $975.7K | 0.00% | −947−9.1% | Reduced |
| Clearstead Advisors, LLC | 9,601 | $990.8K | 0.02% | −73−0.8% | Reduced |
| Compass Wealth Management LLC | 9,665 | $997.4K | 0.25% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 9,704 | $1.00M | 0.13% | −112−1.1% | Reduced |
| Burney Co | 9,745 | $1.01M | 0.04% | −169−1.7% | Reduced |
| Ellevest, Inc. | 9,833 | $1.01M | 0.07% | −476−4.6% | Reduced |
| Lido Advisors, LLC | 9,868 | $1.02M | 0.01% | +1,887+23.6% | Added |
| Bartlett & Co. Wealth Management LLC | 9,909 | $1.02M | 0.02% | −664−6.3% | Reduced |
| Sequoia Financial Advisors, LLC | 9,936 | $1.03M | 0.01% | +719+7.8% | Added |
| HighPoint Advisor Group LLC | 10,869 | $1.03M | 0.06% | −185−1.7% | Reduced |
| Applied Finance Capital Management, LLC | 9,995 | $1.03M | 0.08% | +301+3.1% | Added |
| Allstate Corp | 10,019 | $1.03M | 0.03% | −2,309−18.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 10,163 | $1.05M | 0.03% | −1,306−11.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,285 | $1.06M | 0.04% | +292+2.9% | Added |
| La Banque Postale Asset Management SA | 10,290 | $1.06M | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 10,350 | $1.07M | 0.02% | +7,464+258.6% | Added |
| Bridges Investment Management Inc | 10,408 | $1.07M | 0.02% | −780−7.0% | Reduced |
| Meeder Advisory Services, Inc. | 10,513 | $1.08M | 0.07% | +1,675+19.0% | Added |
| DF Dent & Co Inc | 10,690 | $1.10M | 0.01% | +2,232+26.4% | Added |
| Intech Investment Management LLC | 10,760 | $1.11M | 0.01% | −5,357−33.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,884 | $1.12M | 0.01% | +68+0.6% | Added |
| Bryn Mawr Trust Co | 10,918 | $1.13M | 0.02% | −2,331−17.6% | Reduced |
| Snowden Capital Advisors LLC | 10,944 | $1.13M | 0.04% | −388−3.4% | Reduced |
| Lazard Asset Management LLC | 10,999 | $1.14M | 0.00% | −1,435−11.5% | Reduced |
| IFP Advisors, Inc | 11,058 | $1.14M | 0.04% | +9,382+559.8% | Added |
| Copeland Capital Management, LLC | 11,157 | $1.15M | 0.02% | −1,094−8.9% | Reduced |
| Neville Rodie & Shaw Inc | 11,158 | $1.15M | 0.09% | −400−3.5% | Reduced |
| Principle Wealth Partners LLC | 11,227 | $1.16M | 0.08% | −50−0.4% | Reduced |
| Woodstock Corp | 11,265 | $1.16M | 0.11% | −1,158−9.3% | Reduced |
| Bollard Group LLC | 11,287 | $1.17M | 0.03% | +24+0.2% | Added |
| Investment Management Corp of Ontario | 11,308 | $1.17M | 0.02% | +200+1.8% | Added |
| Rossmore Private Capital | 11,351 | $1.17M | 0.14% | −360−3.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 11,492 | $1.19M | 0.08% | −1,163−9.2% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,587 | $1.20M | 0.67% | +405+3.6% | Added |
| Cresset Asset Management, LLC | 11,598 | $1.20M | 0.01% | −4,904−29.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,607 | $1.20M | 0.09% | −18,288−61.2% | Reduced |
| Greenleaf Trust | 11,829 | $1.22M | 0.01% | +1,348+12.9% | Added |
| Hartford Financial Management Inc. | 11,902 | $1.23M | 0.25% | −94−0.8% | Reduced |
| Ci Investments Inc. | 11,955 | $1.23M | 0.01% | +1,133+10.5% | Added |
| Parsons Capital Management Inc | 12,257 | $1.26M | 0.07% | −498−3.9% | Reduced |
| Resources Investment Advisors, LLC. | 12,295 | $1.27M | 0.02% | +77+0.6% | Added |
| Diversify Wealth Management, LLC | 13,378 | $1.27M | 0.09% | +1,615+13.7% | Added |
| Ironwood Investment Management LLC | 12,471 | $1.29M | 0.70% | −32−0.3% | Reduced |
| Nomura Holdings Inc | 12,516 | $1.29M | 0.01% | −646−4.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,611 | $1.30M | 0.02% | −73−0.6% | Reduced |
| Dash Acquisitions Inc. | 13,470 | $1.31M | 0.29% | +399+3.1% | Added |
| Whittier Trust Co | 12,668 | $1.31M | 0.02% | −241−1.9% | Reduced |
| Principal Securities, Inc. | 14,146 | $1.31M | 0.03% | +10.0% | Added |
| Davenport & Co LLC | 12,722 | $1.31M | 0.01% | −1,451−10.2% | Reduced |
| Lafayette Investments, Inc. | 12,882 | $1.33M | 0.28% | +1,282+11.1% | Added |
| Goelzer Investment Management, Inc. | 12,995 | $1.34M | 0.08% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.34M | 0.17% | 00.0% | Unchanged |
| Trust Co of Vermont | 13,049 | $1.35M | 0.07% | −378−2.8% | Reduced |
| Burling Wealth Partners, LLC | 13,094 | $1.35M | 0.28% | −2,120−13.9% | Reduced |
| Triangle Securities Wealth Management | 13,217 | $1.36M | 0.35% | −549−4.0% | Reduced |
| FORA Capital, LLC | 13,465 | $1.39M | 0.14% | −35,098−72.3% | Reduced |
| Perigon Wealth Management, LLC | 13,477 | $1.39M | 0.04% | −3,528−20.7% | Reduced |
| Voleon Capital Management LP | 13,661 | $1.41M | 0.11% | +13,661 | New |