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 |
|---|---|---|---|---|---|
| Quantessence Capital LLC | 13,700 | $1.41M | 0.35% | +7,164+109.6% | Added |
| BKD Wealth Advisors, LLC | 13,720 | $1.42M | 0.03% | +1,023+8.1% | Added |
| Park Avenue Securities LLC | 13,772 | $1.42M | 0.02% | −9,096−39.8% | Reduced |
| Chicago Capital, LLC | 13,861 | $1.43M | 0.04% | +6,455+87.2% | Added |
| Atria Investments LLC | 13,931 | $1.44M | 0.02% | +782+5.9% | Added |
| Triasima Portfolio Management inc. | 13,969 | $1.44M | 0.28% | +6,149+78.6% | Added |
| Vident Advisory, LLC | 13,994 | $1.44M | 0.02% | +5,898+72.9% | Added |
| Arthur M. Cohen & Associates, LLC | 14,000 | $1.44M | 0.28% | 00.0% | Unchanged |
| Pensionfund Sabic | 14,000 | $1.45M | 0.43% | −2,500−15.2% | Reduced |
| Tiaa Trust, National Association | 14,012 | $1.45M | 0.00% | −962−6.4% | Reduced |
| Synovus Financial Corp | 14,063 | $1.45M | 0.02% | +92+0.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,334 | $1.48M | 0.02% | −3,409−19.2% | Reduced |
| Empirical Finance, LLC | 14,373 | $1.48M | 0.09% | +333+2.4% | Added |
| Bessemer Group Inc | 14,465 | $1.49M | 0.00% | +273+1.9% | Added |
| Summit Trail Advisors, LLC | 14,489 | $1.50M | 0.05% | +6,419+79.5% | Added |
| Systematic Alpha Investments, LLC | 14,610 | $1.51M | 0.06% | 00.0% | Unchanged |
| Omers Administration Corp | 14,644 | $1.51M | 0.01% | −2,436−14.3% | Reduced |
| Caxton Associates LLP | 14,716 | $1.52M | 0.05% | +14,716 | New |
| Hartford Funds Management Co LLC | 14,721 | $1.52M | 0.14% | −153−1.0% | Reduced |
| Qsemble Capital Management, LP | 14,742 | $1.52M | 0.16% | +11,758+394.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 16,021 | $1.53M | 0.08% | +16,021 | New |
| Beacon Pointe Advisors, LLC | 14,832 | $1.53M | 0.02% | −706−4.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 15,023 | $1.55M | 0.89% | −207−1.4% | Reduced |
| Fifth Third Bancorp | 15,087 | $1.56M | 0.01% | −415−2.7% | Reduced |
| Nebula Research & Development LLC | 15,089 | $1.56M | 0.14% | +15,089 | New |
| Private Trust Co NA | 15,235 | $1.57M | 0.16% | +896+6.2% | Added |
| J.W. Cole Advisors, Inc. | 15,302 | $1.58M | 0.05% | +8,097+112.4% | Added |
| Quantitative Investment Management, LLC | 15,350 | $1.58M | 0.15% | +15,350 | New |
| Tufton Capital Management | 15,436 | $1.59M | 0.31% | −231−1.5% | Reduced |
| Aquatic Capital Management LLC | 15,440 | $1.59M | 0.04% | −25,045−61.9% | Reduced |
| Tower Research Capital LLC (TRC) | 15,494 | $1.60M | 0.05% | −7,771−33.4% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.65M | 2.14% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 16,062 | $1.66M | 0.05% | +2,577+19.1% | Added |
| Merit Financial Group, LLC | 16,355 | $1.69M | 0.03% | +5,565+51.6% | Added |
| ISAM Funds (UK) Ltd | 16,356 | $1.69M | 0.83% | +6,047+58.7% | Added |
| CWM, LLC | 16,476 | $1.70M | 0.01% | −1,047−6.0% | Reduced |
| CAPROCK Group, Inc. | 16,505 | $1.70M | 0.05% | +7,310+79.5% | Added |
| Argent Trust Co | 16,680 | $1.72M | 0.07% | +1,305+8.5% | Added |
| Everence Capital Management Inc | 16,780 | $1.73M | 0.12% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 19,229 | $1.77M | 0.02% | −24,323−55.8% | Reduced |
| E. Ohman J:or Asset Management AB | 17,300 | $1.79M | 0.05% | 00.0% | Unchanged |
| Dearborn Partners LLC | 17,596 | $1.82M | 0.09% | −65−0.4% | Reduced |
| Generali Asset Management SPA SGR | 17,809 | $1.84M | 0.05% | +1,556+9.6% | Added |
| Jones Financial Companies LLLP | 18,202 | $1.86M | 0.00% | +9,307+104.6% | Added |
| Whittier Trust Co of Nevada Inc | 18,136 | $1.87M | 0.05% | +163+0.9% | Added |
| Kestra Advisory Services, LLC | 18,408 | $1.90M | 0.01% | +335+1.9% | Added |
| RSM US Wealth Management LLC | 18,511 | $1.91M | 0.03% | +884+5.0% | Added |
| Allspring Global Investments Holdings, LLC | 18,428 | $1.92M | 0.00% | −74−0.4% | Reduced |
| Maryland State Retirement & Pension System | 18,658 | $1.93M | 0.05% | −2,654−12.5% | Reduced |
| New Mexico Educational Retirement Board | 18,708 | $1.93M | 0.07% | −400−2.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,803 | $1.94M | 0.01% | −5,810−23.6% | Reduced |
| Essex Financial Services, Inc. | 18,928 | $1.95M | 0.14% | +458+2.5% | Added |
| Avantax Advisory Services, Inc. | 18,974 | $1.96M | 0.01% | −12,446−39.6% | Reduced |
| Pinnacle Associates Ltd | 19,146 | $1.98M | 0.03% | +1,017+5.6% | Added |
| Huntington National Bank | 19,226 | $1.98M | 0.01% | −768−3.8% | Reduced |
| NBT Bank N A | 19,310 | $1.99M | 0.14% | −716−3.6% | Reduced |
| Sage Capital Management, LLC | 19,375 | $2.00M | 1.09% | −158−0.8% | Reduced |
| Sanctuary Advisors, LLC | 19,691 | $2.03M | 0.01% | −2,464−11.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 19,870 | $2.05M | 0.86% | +2,998+17.8% | Added |
| Sandy Spring Bank | 19,922 | $2.06M | 0.09% | −1,866−8.6% | Reduced |
| Private Advisor Group, LLC | 19,949 | $2.06M | 0.01% | −1,455−6.8% | Reduced |
| Selway Asset Management | 20,221 | $2.09M | 0.86% | +200+1.0% | Added |
| HB Wealth Management, LLC | 20,315 | $2.10M | 0.02% | +4,106+25.3% | Added |
| DMKC Advisory Services, LLC | 20,363 | $2.10M | 1.89% | +247+1.2% | Added |
| Louisbourg Investments Inc. | 23,891 | $2.11M | 0.57% | −8,273−25.7% | Reduced |
| Norinchukin Bank, The | 20,800 | $2.15M | 0.04% | +2,667+14.7% | Added |
| ASR Vermogensbeheer N.V. | 20,905 | $2.16M | 0.03% | +20,905 | New |
| Tocqueville Asset Management L.P. | 20,907 | $2.16M | 0.04% | −1,150−5.2% | Reduced |
| Securian Asset Management, Inc | 20,997 | $2.17M | 0.07% | −472−2.2% | Reduced |
| Rockland Trust Co | 21,153 | $2.18M | 0.11% | −1,020−4.6% | Reduced |
| Savant Capital, LLC | 21,229 | $2.19M | 0.02% | −1,652−7.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,244 | $2.19M | 0.02% | −811−3.7% | Reduced |
| Louisiana State Employees Retirement System | 21,300 | $2.20M | 0.04% | −200−0.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 21,403 | $2.21M | 0.15% | +21,403 | New |
| Blair William & Co | 21,649 | $2.23M | 0.01% | +362+1.7% | Added |
| Dodge & Cox | 21,710 | $2.24M | 0.00% | −100−0.5% | Reduced |
| Venture Visionary Partners LLC | 22,254 | $2.30M | 0.10% | +153+0.7% | Added |
| Sterling Capital Management LLC | 22,819 | $2.35M | 0.04% | −1,467−6.0% | Reduced |
| YHB Investment Advisors, Inc. | 22,829 | $2.36M | 0.20% | −182−0.8% | Reduced |
| Plato Investment Management Ltd | 22,745 | $2.37M | 0.20% | 00.0% | Unchanged |
| JB Capital LLC | 23,381 | $2.41M | 0.13% | −1,053−4.3% | Reduced |
| Cohen Klingenstein LLC | 23,500 | $2.43M | 0.09% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 23,520 | $2.43M | 0.08% | −368−1.5% | Reduced |
| AMG National Trust Bank | 23,547 | $2.43M | 0.07% | −183−0.8% | Reduced |
| Gulf International Bank (UK) Ltd | 23,737 | $2.45M | 0.08% | −5,747−19.5% | Reduced |
| Canandaigua National Bank & Trust Co | 23,887 | $2.47M | 0.25% | −1,794−7.0% | Reduced |
| Crossmark Global Holdings, Inc. | 24,049 | $2.48M | 0.04% | −314−1.3% | Reduced |
| Pinebridge Investments, L.P. | 24,098 | $2.49M | 0.02% | +30.0% | Added |
| Liontrust Investment Partners LLP | 24,159 | $2.49M | 0.04% | −859−3.4% | Reduced |
| Hartford Investment Management Co | 24,222 | $2.50M | 0.09% | −433−1.8% | Reduced |
| SG Americas Securities, LLC | 24,548 | $2.53M | 0.01% | +24,548 | New |
| Okabena Investment Services Inc | 24,944 | $2.57M | 0.65% | +1,336+5.7% | Added |
| Close Asset Management Ltd | 24,951 | $2.58M | 0.07% | −196−0.8% | Reduced |
| Natixis | 25,740 | $2.63M | 0.02% | +15,394+148.8% | Added |
| Glenmede Trust Co NA | 25,505 | $2.63M | 0.01% | −1,108−4.2% | Reduced |
| Toroso Investments, LLC | 26,259 | $2.71M | 0.02% | −8,265−23.9% | Reduced |
| Silvercrest Asset Management Group LLC | 26,263 | $2.71M | 0.02% | +983+3.9% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 26,331 | $2.72M | 0.05% | 00.0% | Unchanged |
| M. Kraus & Co | 26,345 | $2.72M | 0.83% | −2,260−7.9% | Reduced |
| NEOS Investment Management LLC | 26,411 | $2.73M | 0.05% | +5,010+23.4% | Added |