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 |
|---|---|---|---|---|---|
| Sawyer & Company, Inc | 750 | $77.0K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 743 | $76.7K | 0.00% | +27+3.8% | Added |
| Center for Financial Planning, Inc. | 740 | $76.4K | 0.01% | −9−1.2% | Reduced |
| Opal Wealth Advisors, LLC | 734 | $75.7K | 0.02% | +734 | New |
| Rise Advisors, LLC | 729 | $75.2K | 0.03% | +13+1.8% | Added |
| Group One Trading, L.P. | 727 | $75.0K | 0.00% | +727 | New |
| Bellevue Asset Management, LLC | 716 | $73.9K | 0.04% | 00.0% | Unchanged |
| Oakmont Corp | 705 | $72.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 705 | $72.8K | 0.00% | +705 | New |
| Strengthening Families & Communities, LLC | 702 | $72.4K | 0.04% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 700 | $72.2K | 0.00% | +700 | New |
| Hoertkorn Richard Charles | 682 | $70.4K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 676 | $69.8K | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 663 | $68.4K | 0.00% | −74−10.0% | Reduced |
| North Capital, Inc. | 651 | $67.2K | 0.06% | +651 | New |
| Acima Private Wealth, LLC | 650 | $67.1K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 640 | $66.0K | 0.01% | −84−11.6% | Reduced |
| Key Financial Inc | 635 | $65.5K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 634 | $65.4K | 0.00% | −271−29.9% | Reduced |
| Golden State Wealth Management, LLC | 613 | $63.3K | 0.01% | +241+64.8% | Added |
| WPG Advisers, LLC | 600 | $61.9K | 0.06% | −30−4.8% | Reduced |
| Evelyn Partners Asset Management Ltd | 599 | $61.8K | 0.02% | +407+212.0% | Added |
| Curat Global, LLC | 592 | $61.1K | 0.07% | +592 | New |
| Abound Wealth Management | 587 | $60.6K | 0.02% | +515+715.3% | Added |
| Gables Capital Management Inc. | 575 | $59.3K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 559 | $58.1K | 0.03% | −52−8.5% | Reduced |
| Hopwood Financial Services, Inc. | 562 | $58.0K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 558 | $57.6K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 516 | $53.3K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 509 | $52.5K | 0.01% | −87−14.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 502 | $51.8K | 0.02% | +2+0.4% | Added |
| Cypress Capital Management LLC (WY) | 500 | $51.6K | 0.06% | 00.0% | Unchanged |
| Motco | 487 | $50.3K | 0.01% | +88+22.1% | Added |
| Creative Financial Designs Inc | 481 | $49.6K | 0.00% | +34+7.6% | Added |
| Capital Advisors, Ltd. LLC | 472 | $49.0K | 0.01% | −1−0.2% | Reduced |
| Ransom Advisory, Ltd | 461 | $47.6K | 0.02% | +25+5.7% | Added |
| JNBA Financial Advisors | 454 | $46.9K | 0.00% | −99−17.9% | Reduced |
| Crowley Wealth Management, Inc. | 450 | $46.4K | 0.04% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 448 | $46.2K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 443 | $45.8K | 0.09% | +1+0.2% | Added |
| First Community Trust NA | 436 | $45.0K | 0.04% | −300−40.8% | Reduced |
| GeoWealth Management, LLC | 428 | $44.2K | 0.00% | −995−69.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 424 | $43.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 423 | $43.7K | 0.00% | −69−14.0% | Reduced |
| Hemington Wealth Management | 425 | $43.0K | 0.01% | +42+11.0% | Added |
| Financial Network Wealth Advisors LLC | 414 | $42.7K | 0.06% | +14+3.5% | Added |
| Union Savings Bank | 411 | $42.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 402 | $41.5K | 0.01% | −170−29.7% | Reduced |
| Chesapeake Asset Management LLC | 402 | $41.5K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 400 | $41.3K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $41.3K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 399 | $41.2K | 0.01% | +2+0.5% | Added |
| Itau Unibanco Holding S.A. | 396 | $41.0K | 0.00% | −42−9.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 396 | $40.9K | 0.01% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 400 | $40.8K | 0.00% | −5,365−93.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 395 | $40.8K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 388 | $40.0K | 0.00% | −209−35.0% | Reduced |
| Orion Capital Management LLC | 375 | $38.7K | 0.02% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 372 | $38.4K | 0.01% | +372 | New |
| Truvestments Capital LLC | 371 | $38.3K | 0.01% | −30−7.5% | Reduced |
| Flagship Wealth Advisors, LLC | 368 | $38.0K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 353 | $36.4K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 347 | $36.0K | 0.00% | +28+8.8% | Added |
| American Capital Advisory, LLC | 340 | $35.1K | 0.02% | +4+1.2% | Added |
| Oakworth Capital, Inc. | 330 | $34.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 322 | $33.2K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 322 | $33.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 322 | $33.2K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 316 | $32.6K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 314 | $32.4K | 0.00% | −70−18.2% | Reduced |
| Cheviot Value Management, LLC | 322 | $31.4K | 0.00% | +322 | New |
| Wayfinding Financial, LLC | 306 | $31.0K | 0.01% | +306 | New |
| Old Second National Bank of Aurora | 300 | $31.0K | 0.01% | −208−40.9% | Reduced |
| United Community Bank | 300 | $31.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 295 | $30.4K | 0.01% | −25−7.8% | Reduced |
| CNB Bank | 292 | $30.1K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 281 | $29.0K | 0.00% | −2−0.7% | Reduced |
| Mascoma Wealth Management LLC | 279 | $28.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 308 | $28.4K | 0.01% | −61−16.5% | Reduced |
| Centricity Wealth Management, LLC | 275 | $28.4K | 0.03% | −80−22.5% | Reduced |
| First United Bank Trust | 275 | $28.4K | 0.01% | −25−8.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 273 | $28.2K | 0.01% | +39+16.7% | Added |
| Transce3nd, LLC | 266 | $27.5K | 0.01% | −1−0.4% | Reduced |
| Archer Investment Corp | 263 | $27.1K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 255 | $26.3K | 0.00% | +5+2.0% | Added |
| Plante Moran Financial Advisors, LLC | 251 | $25.9K | 0.00% | −32−11.3% | Reduced |
| Cetera Trust Company, N.A | 250 | $25.8K | 0.02% | −50−16.7% | Reduced |
| Concord Wealth Partners | 250 | $25.8K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 245 | $25.3K | 0.09% | +121+97.6% | Added |
| NBC Securities, Inc. | 248 | $25.0K | 0.00% | +248 | New |
| Central Pacific Bank - Trust Division | 235 | $24.3K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 235 | $24.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 234 | $24.0K | 0.00% | +32+15.8% | Added |
| West Branch Capital LLC | 232 | $23.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 230 | $23.7K | 0.02% | −12−5.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 230 | $23.7K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 229 | $23.6K | 0.00% | +24+11.7% | Added |
| Armstrong Advisory Group, Inc | 255 | $23.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 227 | $23.4K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 225 | $23.2K | 0.01% | 00.0% | Unchanged |