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 |
|---|---|---|---|---|---|
| Whipplewood Advisors, LLC | 297 | $22.8K | 0.01% | +79+36.2% | Added |
| UMA Financial Services, Inc. | 215 | $22.2K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 212 | $21.9K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $20.6K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $20.6K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 199 | $20.5K | 0.01% | −7−3.4% | Reduced |
| Red Tortoise LLC | 198 | $20.4K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 195 | $20.1K | 0.01% | +15+8.3% | Added |
| Tompkins Financial Corp | 186 | $19.2K | 0.00% | +19+11.4% | Added |
| Accordant Advisory Group Inc | 181 | $18.7K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 180 | $18.6K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 179 | $18.5K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 177 | $18.3K | 0.00% | +161+1,006.3% | Added |
| eCIO, Inc. | 20,000 | $18.1K | 0.01% | +20,000 | New |
| Cedar Mountain Advisors, LLC | 173 | $17.8K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 168 | $17.3K | 0.00% | +29+20.9% | Added |
| Tanglewood Legacy Advisors, LLC | 167 | $17.2K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 162 | $16.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 161 | $16.6K | 0.00% | +10+6.6% | Added |
| Clean Yield Group | 161 | $16.6K | 0.01% | +27+20.1% | Added |
| Sachetta, LLC | 159 | $16.4K | 0.01% | +13+8.9% | Added |
| Saudi Central Bank | 157 | $16.2K | 0.09% | +157 | New |
| Meeder Asset Management Inc | 154 | $15.9K | 0.00% | −95−38.2% | Reduced |
| Glen Eagle Advisors, LLC | 154 | $15.9K | 0.00% | +6+4.1% | Added |
| Edmond de Rothschild Holding S.A. | 150 | $15.5K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 150 | $15.5K | 0.01% | +150 | New |
| FSC Wealth Advisors, LLC | 144 | $14.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 139 | $14.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 138 | $14.2K | 0.01% | +33+31.4% | Added |
| Sunbelt Securities, Inc. | 130 | $13.4K | 0.00% | +15+13.0% | Added |
| ZynergyRetirementPlanningLLC | 140 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 125 | $12.9K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 122 | $12.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 118 | $12.2K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 117 | $12.0K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 116 | $12.0K | 0.01% | −343−74.7% | Reduced |
| DecisionPoint Financial, LLC | 110 | $11.4K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 110 | $11.4K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 110 | $11.4K | 0.01% | +110 | New |
| Kestra Investment Management, LLC | 107 | $11.0K | 0.00% | −684−86.5% | Reduced |
| Rosenberg Matthew Hamilton | 107 | $11.0K | 0.00% | +2+1.9% | Added |
| PrairieView Partners, LLC | 113 | $11.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 103 | $11.0K | 0.00% | +1+1.0% | Added |
| Financial Network Wealth Management LLC | 111 | $11.0K | 0.00% | +111 | New |
| Activest Wealth Management | 104 | $10.7K | 0.00% | +100+2,500.0% | Added |
| YANKCOM Partnership | 100 | $10.3K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $10.3K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $10.3K | 0.00% | +100 | New |
| True Wealth Design, LLC | 97 | $10.0K | 0.00% | +85+708.3% | Added |
| Duncker Streett & Co Inc | 97 | $10.0K | 0.00% | −131−57.5% | Reduced |
| First PREMIER Bank | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 95 | $9.83K | 0.00% | −9−8.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 92 | $9.49K | 0.00% | −47−33.8% | Reduced |
| Coastline Trust Co | 90 | $9.29K | 0.00% | −7−7.2% | Reduced |
| Raelipskie Partnership | 89 | $9.19K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 86 | $8.88K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 81 | $8.43K | 0.00% | +6+8.0% | Added |
| Bruce G. Allen Investments, LLC | 81 | $8.36K | 0.01% | −33−28.9% | Reduced |
| AdvisorNet Financial, Inc | 81 | $8.36K | 0.00% | +1+1.3% | Added |
| BOK Financial Private Wealth, Inc. | 80 | $8.26K | 0.00% | −108−57.4% | Reduced |
| Front Row Advisors LLC | 80 | $8.26K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 79 | $8.15K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 78 | $8.05K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 74 | $7.69K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 72 | $7.43K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 72 | $7.43K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 70 | $7.22K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 70 | $7.22K | 0.00% | +70 | New |
| Lavaca Capital LLC | 69 | $7.12K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 66 | $6.71K | 0.00% | +4+6.5% | Added |
| MCF Advisors LLC | 65 | $6.71K | 0.00% | −18−21.7% | Reduced |
| Park Square Financial Group, LLC | 62 | $6.40K | 0.01% | −4−6.1% | Reduced |
| Graney & King, LLC | 62 | $6.40K | 0.00% | +62 | New |
| Murphy & Mullick Capital Management Corp | 61 | $6.29K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 60 | $6.19K | 0.00% | −22−26.8% | Reduced |
| Cape Investment Advisory, Inc. | 60 | $6.19K | 0.00% | −2−3.2% | Reduced |
| Syntax Research, Inc. | 59 | $6.09K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 59 | $6.09K | 0.00% | +9+18.0% | Added |
| Tower View Investment Management & Research LLC | 58 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 57 | $5.91K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 55 | $5.68K | 0.00% | −14−20.3% | Reduced |
| Comprehensive Financial Planning, Inc. | 55 | $5.68K | 0.01% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 52 | $5.33K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 56 | $5.15K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 49 | $5.10K | 0.00% | +49 | New |
| Ogorek Anthony Joseph | 55 | $5.00K | 0.00% | +32+139.1% | Added |
| Hoey Investments, Inc | 46 | $4.75K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 45 | $4.64K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 45 | $4.64K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 44 | $4.50K | 0.00% | +28+175.0% | Added |
| Peoples Financial Services Corp. | 40 | $4.13K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 40 | $4.13K | 0.00% | +40 | New |
| ROSS\JOHNSON & Associates LLC | 40 | $4.13K | 0.07% | +40 | New |
| Fortis Group Advisors, LLC | 38 | $3.92K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 37 | $3.82K | 0.00% | +37 | New |
| Rossby Financial, LCC | 40 | $3.72K | 0.00% | +40 | New |
| Highline Wealth Partners LLC | 36 | $3.71K | 0.00% | −9−20.0% | Reduced |
| Salomon & Ludwin, LLC | 34 | $3.51K | 0.00% | 00.0% | Unchanged |