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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 18,428 | $1.92M | 0.00% | −74−0.4% | Reduced |
| RSM US Wealth Management LLC | 18,511 | $1.91M | 0.03% | +884+5.0% | Added |
| Kestra Advisory Services, LLC | 18,408 | $1.90M | 0.01% | +335+1.9% | Added |
| Whittier Trust Co of Nevada Inc | 18,136 | $1.87M | 0.05% | +163+0.9% | Added |
| Jones Financial Companies LLLP | 18,202 | $1.86M | 0.00% | +9,307+104.6% | Added |
| Generali Asset Management SPA SGR | 17,809 | $1.84M | 0.05% | +1,556+9.6% | Added |
| Dearborn Partners LLC | 17,596 | $1.82M | 0.09% | −65−0.4% | Reduced |
| E. Ohman J:or Asset Management AB | 17,300 | $1.79M | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 19,229 | $1.77M | 0.02% | −24,323−55.8% | Reduced |
| Everence Capital Management Inc | 16,780 | $1.73M | 0.12% | 00.0% | Unchanged |
| Argent Trust Co | 16,680 | $1.72M | 0.07% | +1,305+8.5% | Added |
| CAPROCK Group, Inc. | 16,505 | $1.70M | 0.05% | +7,310+79.5% | Added |
| CWM, LLC | 16,476 | $1.70M | 0.01% | −1,047−6.0% | Reduced |
| ISAM Funds (UK) Ltd | 16,356 | $1.69M | 0.83% | +6,047+58.7% | Added |
| Merit Financial Group, LLC | 16,355 | $1.69M | 0.03% | +5,565+51.6% | Added |
| Metis Global Partners, LLC | 16,062 | $1.66M | 0.05% | +2,577+19.1% | Added |
| Shelter Ins Retirement Plan | 16,000 | $1.65M | 2.14% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15,494 | $1.60M | 0.05% | −7,771−33.4% | Reduced |
| Aquatic Capital Management LLC | 15,440 | $1.59M | 0.04% | −25,045−61.9% | Reduced |
| Tufton Capital Management | 15,436 | $1.59M | 0.31% | −231−1.5% | Reduced |
| Quantitative Investment Management, LLC | 15,350 | $1.58M | 0.15% | +15,350 | New |
| J.W. Cole Advisors, Inc. | 15,302 | $1.58M | 0.05% | +8,097+112.4% | Added |
| Private Trust Co NA | 15,235 | $1.57M | 0.16% | +896+6.2% | Added |
| Nebula Research & Development LLC | 15,089 | $1.56M | 0.14% | +15,089 | New |
| Fifth Third Bancorp | 15,087 | $1.56M | 0.01% | −415−2.7% | Reduced |
| Trivant Custom Portfolio Group, LLC | 15,023 | $1.55M | 0.89% | −207−1.4% | Reduced |
| Beacon Pointe Advisors, LLC | 14,832 | $1.53M | 0.02% | −706−4.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 16,021 | $1.53M | 0.08% | +16,021 | New |
| Qsemble Capital Management, LP | 14,742 | $1.52M | 0.16% | +11,758+394.0% | Added |
| Hartford Funds Management Co LLC | 14,721 | $1.52M | 0.14% | −153−1.0% | Reduced |
| Caxton Associates LLP | 14,716 | $1.52M | 0.05% | +14,716 | New |
| Omers Administration Corp | 14,644 | $1.51M | 0.01% | −2,436−14.3% | Reduced |
| Systematic Alpha Investments, LLC | 14,610 | $1.51M | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 14,489 | $1.50M | 0.05% | +6,419+79.5% | Added |
| Bessemer Group Inc | 14,465 | $1.49M | 0.00% | +273+1.9% | Added |
| Empirical Finance, LLC | 14,373 | $1.48M | 0.09% | +333+2.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,334 | $1.48M | 0.02% | −3,409−19.2% | Reduced |
| Synovus Financial Corp | 14,063 | $1.45M | 0.02% | +92+0.7% | Added |
| Tiaa Trust, National Association | 14,012 | $1.45M | 0.00% | −962−6.4% | Reduced |
| Pensionfund Sabic | 14,000 | $1.45M | 0.43% | −2,500−15.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 14,000 | $1.44M | 0.28% | 00.0% | Unchanged |
| Vident Advisory, LLC | 13,994 | $1.44M | 0.02% | +5,898+72.9% | Added |
| Triasima Portfolio Management inc. | 13,969 | $1.44M | 0.28% | +6,149+78.6% | Added |
| Atria Investments LLC | 13,931 | $1.44M | 0.02% | +782+5.9% | Added |
| Chicago Capital, LLC | 13,861 | $1.43M | 0.04% | +6,455+87.2% | Added |
| Park Avenue Securities LLC | 13,772 | $1.42M | 0.02% | −9,096−39.8% | Reduced |
| BKD Wealth Advisors, LLC | 13,720 | $1.42M | 0.03% | +1,023+8.1% | Added |
| Quantessence Capital LLC | 13,700 | $1.41M | 0.35% | +7,164+109.6% | Added |
| Voleon Capital Management LP | 13,661 | $1.41M | 0.11% | +13,661 | New |
| Perigon Wealth Management, LLC | 13,477 | $1.39M | 0.04% | −3,528−20.7% | Reduced |
| FORA Capital, LLC | 13,465 | $1.39M | 0.14% | −35,098−72.3% | Reduced |
| Triangle Securities Wealth Management | 13,217 | $1.36M | 0.35% | −549−4.0% | Reduced |
| Burling Wealth Partners, LLC | 13,094 | $1.35M | 0.28% | −2,120−13.9% | Reduced |
| Trust Co of Vermont | 13,049 | $1.35M | 0.07% | −378−2.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.34M | 0.17% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 12,995 | $1.34M | 0.08% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 12,882 | $1.33M | 0.28% | +1,282+11.1% | Added |
| Davenport & Co LLC | 12,722 | $1.31M | 0.01% | −1,451−10.2% | Reduced |
| Principal Securities, Inc. | 14,146 | $1.31M | 0.03% | +10.0% | Added |
| Whittier Trust Co | 12,668 | $1.31M | 0.02% | −241−1.9% | Reduced |
| Dash Acquisitions Inc. | 13,470 | $1.31M | 0.29% | +399+3.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,611 | $1.30M | 0.02% | −73−0.6% | Reduced |
| Nomura Holdings Inc | 12,516 | $1.29M | 0.01% | −646−4.9% | Reduced |
| Ironwood Investment Management LLC | 12,471 | $1.29M | 0.70% | −32−0.3% | Reduced |
| Diversify Wealth Management, LLC | 13,378 | $1.27M | 0.09% | +1,615+13.7% | Added |
| Resources Investment Advisors, LLC. | 12,295 | $1.27M | 0.02% | +77+0.6% | Added |
| Parsons Capital Management Inc | 12,257 | $1.26M | 0.07% | −498−3.9% | Reduced |
| Ci Investments Inc. | 11,955 | $1.23M | 0.01% | +1,133+10.5% | Added |
| Hartford Financial Management Inc. | 11,902 | $1.23M | 0.25% | −94−0.8% | Reduced |
| Greenleaf Trust | 11,829 | $1.22M | 0.01% | +1,348+12.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,607 | $1.20M | 0.09% | −18,288−61.2% | Reduced |
| Cresset Asset Management, LLC | 11,598 | $1.20M | 0.01% | −4,904−29.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,587 | $1.20M | 0.67% | +405+3.6% | Added |
| Moody Lynn & Lieberson, LLC | 11,492 | $1.19M | 0.08% | −1,163−9.2% | Reduced |
| Rossmore Private Capital | 11,351 | $1.17M | 0.14% | −360−3.1% | Reduced |
| Investment Management Corp of Ontario | 11,308 | $1.17M | 0.02% | +200+1.8% | Added |
| Bollard Group LLC | 11,287 | $1.17M | 0.03% | +24+0.2% | Added |
| Woodstock Corp | 11,265 | $1.16M | 0.11% | −1,158−9.3% | Reduced |
| Principle Wealth Partners LLC | 11,227 | $1.16M | 0.08% | −50−0.4% | Reduced |
| Neville Rodie & Shaw Inc | 11,158 | $1.15M | 0.09% | −400−3.5% | Reduced |
| Copeland Capital Management, LLC | 11,157 | $1.15M | 0.02% | −1,094−8.9% | Reduced |
| IFP Advisors, Inc | 11,058 | $1.14M | 0.04% | +9,382+559.8% | Added |
| Lazard Asset Management LLC | 10,999 | $1.14M | 0.00% | −1,435−11.5% | Reduced |
| Snowden Capital Advisors LLC | 10,944 | $1.13M | 0.04% | −388−3.4% | Reduced |
| Bryn Mawr Trust Co | 10,918 | $1.13M | 0.02% | −2,331−17.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,884 | $1.12M | 0.01% | +68+0.6% | Added |
| Intech Investment Management LLC | 10,760 | $1.11M | 0.01% | −5,357−33.2% | Reduced |
| DF Dent & Co Inc | 10,690 | $1.10M | 0.01% | +2,232+26.4% | Added |
| Meeder Advisory Services, Inc. | 10,513 | $1.08M | 0.07% | +1,675+19.0% | Added |
| Bridges Investment Management Inc | 10,408 | $1.07M | 0.02% | −780−7.0% | Reduced |
| Penserra Capital Management LLC | 10,350 | $1.07M | 0.02% | +7,464+258.6% | Added |
| La Banque Postale Asset Management SA | 10,290 | $1.06M | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 10,285 | $1.06M | 0.04% | +292+2.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 10,163 | $1.05M | 0.03% | −1,306−11.4% | Reduced |
| Allstate Corp | 10,019 | $1.03M | 0.03% | −2,309−18.7% | Reduced |
| Applied Finance Capital Management, LLC | 9,995 | $1.03M | 0.08% | +301+3.1% | Added |
| HighPoint Advisor Group LLC | 10,869 | $1.03M | 0.06% | −185−1.7% | Reduced |
| Sequoia Financial Advisors, LLC | 9,936 | $1.03M | 0.01% | +719+7.8% | Added |
| Bartlett & Co. Wealth Management LLC | 9,909 | $1.02M | 0.02% | −664−6.3% | Reduced |
| Lido Advisors, LLC | 9,868 | $1.02M | 0.01% | +1,887+23.6% | Added |