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 |
|---|---|---|---|---|---|
| Montis Financial, LLC | 2,156 | $222.5K | 0.07% | −60−2.7% | Reduced |
| Pavion Blue Capital, LLC | 2,151 | $222.0K | 0.11% | +2,151 | New |
| Kingswood Wealth Advisors, LLC | 2,150 | $221.9K | 0.02% | +2,150 | New |
| South State Corp. | 2,150 | $221.9K | 0.01% | −659−23.5% | Reduced |
| Ascent Group, LLC | 2,142 | $221.1K | 0.01% | +2,142 | New |
| MJP Associates Inc | 2,138 | $220.6K | 0.04% | +2,138 | New |
| Wellington Shields & Co., LLC | 2,137 | $220.5K | 0.07% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 2,374 | $219.9K | 0.04% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,119 | $218.7K | 0.02% | +2,119 | New |
| Smartleaf Asset Management LLC | 2,115 | $216.0K | 0.02% | +98+4.9% | Added |
| Conning Inc. | 2,088 | $215.5K | 0.01% | +2,088 | New |
| Arrow Financial Corp | 2,075 | $214.1K | 0.02% | +2,075 | New |
| Court Place Advisors, LLC | 2,072 | $213.8K | 0.07% | −134−6.1% | Reduced |
| Integrated Advisors Network LLC | 2,063 | $212.9K | 0.01% | +2,063 | New |
| Bridgewater Advisors Inc. | 2,241 | $212.6K | 0.02% | +2,241 | New |
| Claret Asset Management Corp | – | $212.0K | 0.03% | – | New |
| US Financial Advisors, LLC | 2,054 | $212.0K | 0.06% | +2,054 | New |
| Haverford Trust Co | 2,053 | $211.9K | 0.00% | −125−5.7% | Reduced |
| Institute for Wealth Management, LLC. | 2,042 | $210.7K | 0.03% | +2,042 | New |
| First Horizon Advisors, Inc. | 2,032 | $209.8K | 0.01% | −2,151−51.4% | Reduced |
| Manchester Capital Management LLC | 2,018 | $208.3K | 0.03% | −32−1.6% | Reduced |
| Fortress Private Ledger, LLC | 2,013 | $207.7K | 0.12% | +2,013 | New |
| Van Hulzen Asset Management, LLC | 2,000 | $206.4K | 0.02% | 00.0% | Unchanged |
| Cullinan Associates Inc | 2,000 | $206.4K | 0.01% | +2,000 | New |
| Berkshire Money Management, Inc. | 2,000 | $206.4K | 0.02% | +2,000 | New |
| Marathon Capital Management | 1,999 | $206.3K | 0.05% | +1,999 | New |
| ICONIQ Capital, LLC | 1,995 | $205.9K | 0.00% | +1,995 | New |
| Plancorp, LLC | 1,984 | $204.7K | 0.01% | +1,984 | New |
| Jump Financial, LLC | 1,983 | $204.6K | 0.00% | −28,654−93.5% | Reduced |
| Fractal Investments LLC | 1,979 | $204.2K | 0.03% | +1,979 | New |
| Azimuth Capital Investment Management LLC | 1,970 | $203.3K | 0.01% | −715−26.6% | Reduced |
| Alta Advisers Ltd | 1,968 | $203.1K | 0.09% | +1,968 | New |
| Commerzbank Aktiengesellschaft | 1,965 | $203.0K | 0.00% | +1,965 | New |
| David Loasby | 2,152 | $203.0K | 0.02% | +2,152 | New |
| Wescott Financial Advisory Group, LLC | 1,963 | $202.6K | 0.02% | +1,963 | New |
| PDS Planning, Inc | 1,959 | $202.2K | 0.02% | +1,959 | New |
| Citizens National Bank Trust Department | 1,956 | $201.9K | 0.04% | −5−0.3% | Reduced |
| Pure Financial Advisors, Inc. | 1,951 | $201.3K | 0.00% | +1,951 | New |
| Becker Capital Management Inc | 1,944 | $200.7K | 0.01% | +1,944 | New |
| Adirondack Trust Co | 1,923 | $198.5K | 0.08% | −50−2.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,891 | $195.2K | 0.11% | +38+2.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,850 | $190.9K | 0.00% | −57,000−96.9% | Reduced |
| North Star Investment Management Corp. | 1,832 | $189.0K | 0.01% | +1+0.1% | Added |
| Broadwater Capital Management LLC | 1,822 | $188.0K | 0.15% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,729 | $178.4K | 0.09% | +97+5.9% | Added |
| SRS Capital Advisors, Inc. | 1,724 | $177.9K | 0.01% | +1,105+178.5% | Added |
| First Financial Corp | 1,676 | $173.0K | 0.08% | −27−1.6% | Reduced |
| Smithfield Trust Co | 1,660 | $170.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,628 | $168.0K | 0.02% | −27−1.6% | Reduced |
| Webster Bank, N. A. | 1,593 | $164.4K | 0.02% | −61−3.7% | Reduced |
| Bank of New Hampshire | 1,565 | $161.5K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,514 | $156.2K | 0.01% | +314+26.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,431 | $148.0K | 0.05% | −100−6.5% | Reduced |
| Anchor Investment Management, LLC | 1,415 | $146.0K | 0.01% | −600−29.8% | Reduced |
| Acropolis Investment Management, LLC | 1,398 | $144.3K | 0.01% | −41−2.8% | Reduced |
| Evelyn Partners Investment Management LLP | 1,386 | $143.0K | 0.00% | +156+12.7% | Added |
| Resources Management Corp | 1,380 | $142.0K | 0.02% | −100−6.8% | Reduced |
| CVA Family Office, LLC | 1,368 | $141.1K | 0.02% | +70+5.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,366 | $141.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,364 | $140.8K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $139.3K | 0.08% | 00.0% | Unchanged |
| Financial Life Planners | 1,342 | $138.5K | 0.13% | +5+0.4% | Added |
| Wealth Preservation Advisors, LLC | 1,291 | $133.2K | 0.10% | +1,291 | New |
| Covestor Ltd | 1,283 | $132.0K | 0.09% | +1,047+443.6% | Added |
| Caldwell Sutter Capital, Inc. | 1,266 | $130.7K | 0.06% | −100−7.3% | Reduced |
| Stephenson National Bank & Trust | 1,261 | $130.1K | 0.05% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,235 | $127.5K | 0.08% | +19+1.6% | Added |
| Spire Wealth Management | 1,231 | $127.0K | 0.00% | −68−5.2% | Reduced |
| Quent Capital, LLC | 1,172 | $121.0K | 0.01% | −166−12.4% | Reduced |
| Bangor Savings Bank | 1,172 | $121.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,146 | $118.3K | 0.02% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 1,112 | $114.8K | 0.13% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,103 | $113.8K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,098 | $113.3K | 0.00% | +158+16.8% | Added |
| Hanson & Doremus Investment Management | 1,097 | $113.0K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,071 | $111.0K | 0.09% | 00.0% | Unchanged |
| Assetmark, Inc | 1,053 | $108.7K | 0.00% | −272−20.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,041 | $107.4K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,029 | $106.2K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,025 | $105.8K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 988 | $102.0K | 0.00% | +207+26.5% | Added |
| MV Capital Management, Inc. | 970 | $100.1K | 0.01% | +11+1.1% | Added |
| Grove Bank & Trust | 958 | $98.9K | 0.01% | −959−50.0% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 862 | $89.0K | 0.01% | +415+92.8% | Added |
| Piscataqua Savings Bank | 837 | $86.4K | 0.08% | −20−2.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 833 | $86.0K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 829 | $85.6K | 0.01% | −74−8.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 828 | $85.5K | 0.01% | +110+15.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 822 | $85.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 833 | $85.0K | 0.02% | +644+340.7% | Added |
| Evermay Wealth Management LLC | 822 | $84.8K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 819 | $84.5K | 0.00% | −1,477−64.3% | Reduced |
| Independence Bank of Kentucky | 811 | $83.7K | 0.01% | −90−10.0% | Reduced |
| Atlantic Trust, LLC | 805 | $83.1K | 0.02% | −201−20.0% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 800 | $82.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 776 | $80.1K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 769 | $79.3K | 0.03% | +507+193.5% | Added |
| City State Bank | 757 | $78.1K | 0.03% | +100+15.2% | Added |
| ESL Trust Services, LLC | 750 | $77.4K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 741 | $77.2K | 0.04% | 00.0% | Unchanged |