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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 41,500 | $4.28M | 0.02% | +429+1.0% | Added |
| Farmers & Merchants Investments Inc | 41,484 | $4.28M | 0.14% | −248−0.6% | Reduced |
| Evoke Wealth, LLC | 41,125 | $4.24M | 0.11% | −4,922−10.7% | Reduced |
| QRG Capital Management, Inc. | 41,104 | $4.24M | 0.04% | −2,973−6.7% | Reduced |
| First Manhattan Co | 40,549 | $4.18M | 0.01% | −1,237−3.0% | Reduced |
| Brookstone Capital Management | 40,270 | $4.16M | 0.06% | +40,270 | New |
| Mirae Asset Global Investments Co., Ltd. | 66,401 | $4.12M | 0.02% | +4,517+7.3% | Added |
| Atlantic Union Bankshares Corp | 39,207 | $4.05M | 0.24% | −163−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 38,797 | $4.00M | 0.01% | −382−1.0% | Reduced |
| Fiduciary Trust Co | 38,385 | $3.96M | 0.05% | −1,882−4.7% | Reduced |
| Wesleyan Assurance Society | 38,100 | $3.93M | 0.29% | −8,000−17.4% | Reduced |
| Spirepoint Private Client, LLC | 37,504 | $3.87M | 0.51% | +37,504 | New |
| Banco Santander, S.A. | 36,683 | $3.79M | 0.04% | −45,538−55.4% | Reduced |
| Regions Financial Corp | 36,604 | $3.78M | 0.03% | −496−1.3% | Reduced |
| Colony Group, LLC | 35,967 | $3.71M | 0.01% | +1,581+4.6% | Added |
| Rakuten Investment Management, Inc. | 36,323 | $3.71M | 0.02% | +36,323 | New |
| Richard Bernstein Advisors LLC | 35,355 | $3.65M | 0.09% | −1,606−4.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 35,191 | $3.63M | 0.00% | +6,326+21.9% | Added |
| Avanza Fonder AB | 34,728 | $3.61M | 0.12% | −8,001−18.7% | Reduced |
| Sciencast Management LP | 34,921 | $3.60M | 0.83% | +6,234+21.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 34,806 | $3.59M | 0.04% | +1,823+5.5% | Added |
| Susquehanna International Group, LLP | 34,397 | $3.55M | 0.01% | −182,279−84.1% | Reduced |
| Wesbanco Bank Inc | 34,350 | $3.54M | 0.12% | −26−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 34,246 | $3.53M | 0.03% | +3,288+10.6% | Added |
| Oregon Public Employees Retirement Fund | 34,097 | $3.52M | 0.07% | −180−0.5% | Reduced |
| Threadgill Financial, LLC | 33,565 | $3.46M | 1.86% | −233−0.7% | Reduced |
| Agf Management Ltd | 33,464 | $3.45M | 0.02% | +1,818+5.7% | Added |
| Quest Partners LLC | 33,007 | $3.41M | 0.37% | +23,669+253.5% | Added |
| Circle Wealth Management, LLC | 32,510 | $3.36M | 0.08% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 32,113 | $3.31M | 0.01% | −119−0.4% | Reduced |
| Mizuho Securities USA LLC | 31,749 | $3.28M | 0.07% | −6,111−16.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,673 | $3.27M | 0.01% | +371+1.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 31,644 | $3.27M | 0.01% | +1,303+4.3% | Added |
| Shelter Mutual Insurance Co | 31,200 | $3.22M | 0.78% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 30,850 | $3.18M | 0.03% | +1,171+3.9% | Added |
| Abn Amro Investment Solutions | 30,575 | $3.16M | 0.07% | +2,056+7.2% | Added |
| Baird Financial Group, Inc. | 30,113 | $3.11M | 0.01% | −306−1.0% | Reduced |
| Rafferty Asset Management, LLC | 29,611 | $3.06M | 0.01% | −7,703−20.6% | Reduced |
| Roundview Capital LLC | 29,358 | $3.03M | 0.22% | −3,717−11.2% | Reduced |
| LRI Investments, LLC | 29,129 | $3.01M | 0.29% | −29−0.1% | Reduced |
| Allworth Financial LP | 32,358 | $3.00M | 0.02% | +4,234+15.1% | Added |
| XTX Topco Ltd | 27,251 | $2.81M | 0.14% | +18,407+208.1% | Added |
| Kentucky Retirement Systems | 27,250 | $2.81M | 0.09% | −276−1.0% | Reduced |
| Liberty Capital Management, Inc. | 27,152 | $2.80M | 0.62% | +239+0.9% | Added |
| Letson Investment Management, Inc. | 27,127 | $2.80M | 1.13% | +50.0% | Added |
| Evercore Wealth Management, LLC | 27,064 | $2.79M | 0.04% | −404−1.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 26,942 | $2.78M | 0.48% | −20.0% | Reduced |
| BDF-Gestion | 26,788 | $2.76M | 0.30% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 26,411 | $2.73M | 0.05% | +5,010+23.4% | Added |
| M. Kraus & Co | 26,345 | $2.72M | 0.83% | −2,260−7.9% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 26,331 | $2.72M | 0.05% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 26,263 | $2.71M | 0.02% | +983+3.9% | Added |
| Toroso Investments, LLC | 26,259 | $2.71M | 0.02% | −8,265−23.9% | Reduced |
| Glenmede Trust Co NA | 25,505 | $2.63M | 0.01% | −1,108−4.2% | Reduced |
| Natixis | 25,740 | $2.63M | 0.02% | +15,394+148.8% | Added |
| Close Asset Management Ltd | 24,951 | $2.58M | 0.07% | −196−0.8% | Reduced |
| Okabena Investment Services Inc | 24,944 | $2.57M | 0.65% | +1,336+5.7% | Added |
| SG Americas Securities, LLC | 24,548 | $2.53M | 0.01% | +24,548 | New |
| Hartford Investment Management Co | 24,222 | $2.50M | 0.09% | −433−1.8% | Reduced |
| Liontrust Investment Partners LLP | 24,159 | $2.49M | 0.04% | −859−3.4% | Reduced |
| Pinebridge Investments, L.P. | 24,098 | $2.49M | 0.02% | +30.0% | Added |
| Crossmark Global Holdings, Inc. | 24,049 | $2.48M | 0.04% | −314−1.3% | Reduced |
| Canandaigua National Bank & Trust Co | 23,887 | $2.47M | 0.25% | −1,794−7.0% | Reduced |
| Gulf International Bank (UK) Ltd | 23,737 | $2.45M | 0.08% | −5,747−19.5% | Reduced |
| AMG National Trust Bank | 23,547 | $2.43M | 0.07% | −183−0.8% | Reduced |
| Heritage Investors Management Corp | 23,520 | $2.43M | 0.08% | −368−1.5% | Reduced |
| Cohen Klingenstein LLC | 23,500 | $2.43M | 0.09% | 00.0% | Unchanged |
| JB Capital LLC | 23,381 | $2.41M | 0.13% | −1,053−4.3% | Reduced |
| Plato Investment Management Ltd | 22,745 | $2.37M | 0.20% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 22,829 | $2.36M | 0.20% | −182−0.8% | Reduced |
| Sterling Capital Management LLC | 22,819 | $2.35M | 0.04% | −1,467−6.0% | Reduced |
| Venture Visionary Partners LLC | 22,254 | $2.30M | 0.10% | +153+0.7% | Added |
| Dodge & Cox | 21,710 | $2.24M | 0.00% | −100−0.5% | Reduced |
| Blair William & Co | 21,649 | $2.23M | 0.01% | +362+1.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,403 | $2.21M | 0.15% | +21,403 | New |
| Louisiana State Employees Retirement System | 21,300 | $2.20M | 0.04% | −200−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,244 | $2.19M | 0.02% | −811−3.7% | Reduced |
| Savant Capital, LLC | 21,229 | $2.19M | 0.02% | −1,652−7.2% | Reduced |
| Rockland Trust Co | 21,153 | $2.18M | 0.11% | −1,020−4.6% | Reduced |
| Securian Asset Management, Inc | 20,997 | $2.17M | 0.07% | −472−2.2% | Reduced |
| Tocqueville Asset Management L.P. | 20,907 | $2.16M | 0.04% | −1,150−5.2% | Reduced |
| ASR Vermogensbeheer N.V. | 20,905 | $2.16M | 0.03% | +20,905 | New |
| Norinchukin Bank, The | 20,800 | $2.15M | 0.04% | +2,667+14.7% | Added |
| Louisbourg Investments Inc. | 23,891 | $2.11M | 0.57% | −8,273−25.7% | Reduced |
| DMKC Advisory Services, LLC | 20,363 | $2.10M | 1.89% | +247+1.2% | Added |
| HB Wealth Management, LLC | 20,315 | $2.10M | 0.02% | +4,106+25.3% | Added |
| Selway Asset Management | 20,221 | $2.09M | 0.86% | +200+1.0% | Added |
| Private Advisor Group, LLC | 19,949 | $2.06M | 0.01% | −1,455−6.8% | Reduced |
| Sandy Spring Bank | 19,922 | $2.06M | 0.09% | −1,866−8.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 19,870 | $2.05M | 0.86% | +2,998+17.8% | Added |
| Sanctuary Advisors, LLC | 19,691 | $2.03M | 0.01% | −2,464−11.1% | Reduced |
| Sage Capital Management, LLC | 19,375 | $2.00M | 1.09% | −158−0.8% | Reduced |
| NBT Bank N A | 19,310 | $1.99M | 0.14% | −716−3.6% | Reduced |
| Huntington National Bank | 19,226 | $1.98M | 0.01% | −768−3.8% | Reduced |
| Pinnacle Associates Ltd | 19,146 | $1.98M | 0.03% | +1,017+5.6% | Added |
| Avantax Advisory Services, Inc. | 18,974 | $1.96M | 0.01% | −12,446−39.6% | Reduced |
| Essex Financial Services, Inc. | 18,928 | $1.95M | 0.14% | +458+2.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,803 | $1.94M | 0.01% | −5,810−23.6% | Reduced |
| New Mexico Educational Retirement Board | 18,708 | $1.93M | 0.07% | −400−2.1% | Reduced |
| Maryland State Retirement & Pension System | 18,658 | $1.93M | 0.05% | −2,654−12.5% | Reduced |