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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.

Institutional holdersQ1 2025: 1,248 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ1 2025: $36.8B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q4 2024.

Institutions holding OTIS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
First City Capital Management, Inc.0$00.00%−2,250−100.0%Sold out
Reynders McVeigh Capital Management, LLC0$00.00%−2,247−100.0%Sold out
Avestar Capital, LLC0$00.00%−2,228−100.0%Sold out
Fedenia Advisers LLC0$00.00%−2,108−100.0%Sold out
Headlands Technologies LLC0$00.00%−2,035−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−1,880−100.0%Sold out
Wingate Wealth Advisors, Inc.0$00.00%−1,463−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−1,065−100.0%Sold out
Spurstone Advisory Services, LLC0$00.00%−1,000−100.0%Sold out
Hall Laurie J Trustee0$00.00%−892−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−760−100.0%Sold out
POM Investment Strategies, LLC0$00.00%−712−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−668−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−633−100.0%Sold out
CoreFirst Bank & Trust0$00.00%−623−100.0%Sold out
Maia Wealth LLC0$00.00%−450−100.0%Sold out
Kohmann Bosshard Financial Services, LLC0$00.00%−432−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−426−100.0%Sold out
Ofi Invest Asset Management0$00.00%−410−100.0%Sold out
Pacific Capital Wealth Advisors, Inc0$00.00%−389−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−303−100.0%Sold out
Stance Capital LLC0$00.00%−291−100.0%Sold out
Legacy Bridge, LLC0$00.00%−250−100.0%Sold out
Castleview Partners, LLC0$00.00%−198−100.0%Sold out
TSFG, LLC0$00.00%−163−100.0%Sold out
Global X Japan Co., Ltd.0$00.00%−137−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−104−100.0%Sold out
Family CFO Inc0$00.00%−93−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−87−100.0%Sold out
Tucker Asset Management LLC0$00.00%−87−100.0%Sold out
Avalon Trust Co0$00.00%−77−100.0%Sold out
Richard W. Paul & Associates, LLC0$00.00%−72−100.0%Sold out
Ameriflex Group, Inc.0$00.00%−69−100.0%Sold out
MidAtlantic Capital Management, Inc.0$00.00%−60−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−55−100.0%Sold out
Mainstream Capital Management LLC0$00.00%−48−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−41−100.0%Sold out
Decker Retirement Planning Inc.0$00.00%−25−100.0%Sold out
Clear Street Markets LLC0$00.00%−19−100.0%Sold out
Guardian Wealth Management, Inc.0$00.00%−13−100.0%Sold out
New Wave Wealth Advisors LLC0$00.00%−8−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−5−100.0%Sold out
REAP Financial Group, LLC0$00.00%−1−100.0%Sold out
Evolution Advisers, Inc.0$00.00%−4−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Swedbank AB––––Not filed
Ashburton (Jersey) Ltd––––Not filed
Caxton Associates LP––––Not filed
Boston Financial Mangement LLC––––Not filed
Zions Bancorporation, N.A.––––Not filed
Wetherby Asset Management Inc––––Not filed
Geller Advisors LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Vise Technologies, Inc.––––Not filed
Lake Street Advisors Group, LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed
Hilltop National Bank––––Not filed
Bray Capital Advisors––––Not filed
Criterion Capital Advisors, LLC––––Not filed
Sugarloaf Wealth Management, LLC––––Not filed
Kiely Wealth Advisory Group, Inc.––––Not filed
WR Wealth Planners, LLC––––Not filed
Financial Gravity Companies, Inc.––––Not filed
HBC Financial Services, PLLC––––Not filed