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 |
|---|---|---|---|---|---|
| Westend Capital Management, LLC | 33 | $3.41K | 0.00% | +33 | New |
| DiNuzzo Private Wealth, Inc. | 32 | $3.30K | 0.00% | +1+3.2% | Added |
| WealthTrak Capital Management LLC | 30 | $3.10K | 0.00% | +10+50.0% | Added |
| DHJJ Financial Advisors, Ltd. | 29 | $2.99K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 28 | $2.88K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 27 | $2.82K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $2.79K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 27 | $2.79K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 27 | $2.74K | 0.00% | +1+3.8% | Added |
| Redwood Park Advisors LLC | 26 | $2.68K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 25 | $2.58K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 24 | $2.48K | 0.00% | −48−66.7% | Reduced |
| Battery Global Advisors, LLC | 22 | $2.27K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $2.27K | 0.00% | +15+214.3% | Added |
| Signature Resources Capital Management, LLC | 21 | $2.17K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $2.17K | 0.00% | +15+250.0% | Added |
| TD Capital Management LLC | 20 | $2.06K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $2.06K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 20 | $2.06K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 20 | $2.06K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 20 | $2.06K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 20 | $2.06K | 0.00% | +20 | New |
| Navigoe, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 19 | $1.96K | 0.00% | +19 | New |
| Valued Wealth Advisors LLC | 17 | $1.75K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $1.55K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.45K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 14 | $1.45K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $1.32K | 0.00% | +6+75.0% | Added |
| Winnow Wealth LLC | 13 | $1.31K | 0.00% | +4+44.4% | Added |
| Fairscale Capital, LLC | 12 | $1.24K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 12 | $1.24K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 12 | $1.24K | 0.00% | +12 | New |
| Binnacle Investments Inc | 11 | $1.14K | 0.00% | +11 | New |
| NVWM, LLC | 10 | $1.03K | 0.00% | +5+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $1.03K | 0.00% | +10 | New |
| Bare Financial Services, Inc | 10 | $1.03K | 0.00% | +10 | New |
| New Millennium Group LLC | 9 | $929 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 8 | $741 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6 | $660 | 0.00% | +6 | New |
| Greenline Partners, LLC | 6 | $619 | 0.00% | +6 | New |
| Bear Mountain Capital, Inc. | 6 | $572 | 0.00% | +6 | New |
| Quest 10 Wealth Builders, Inc. | 5 | $567 | 0.00% | +5 | New |
| North Ridge Wealth Advisors, Inc. | 5 | $516 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $516 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 5 | $516 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 4 | $413 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 1 | $103 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,452−100.0% | Sold out |
| Parnassus Investments | 0 | $0 | 0.00% | −771,116−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −766,705−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −424,235−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −259,750−100.0% | Sold out |
| FIFTHDELTA Ltd | 0 | $0 | 0.00% | −257,600−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −145,157−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −112,400−100.0% | Sold out |
| Prospector Partners LLC | 0 | $0 | 0.00% | −97,201−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −71,999−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −56,926−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −51,020−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −49,886−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −41,866−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −34,735−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −29,381−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −29,025−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −24,651−100.0% | Sold out |
| ICICI Prudential Asset Management Co Ltd | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −19,239−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −15,439−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −12,464−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,705−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −9,334−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −9,224−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −9,062−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Ewing Morris & Co. Investment Partners Ltd. | 0 | $0 | 0.00% | −8,145−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −7,654−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,660−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −6,058−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −5,874−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,875−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −5,802−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −5,633−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −4,726−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −4,593−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −3,823−100.0% | Sold out |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −3,381−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −3,320−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −3,192−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −3,157−100.0% | Sold out |
| Telos Capital Management, Inc. | 0 | $0 | 0.00% | −2,932−100.0% | Sold out |
| Financial Advisory Corp | 0 | $0 | 0.00% | −2,709−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −2,619−100.0% | Sold out |
| Gillespie Robinson & Grimm Inc | 0 | $0 | 0.00% | −2,582−100.0% | Sold out |
| Custos Family Office, LLC | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −2,404−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,293−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −2,275−100.0% | Sold out |