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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 9,833 | $1.01M | 0.07% | −476−4.6% | Reduced |
| Burney Co | 9,745 | $1.01M | 0.04% | −169−1.7% | Reduced |
| Trust Co of Toledo NA | 9,704 | $1.00M | 0.13% | −112−1.1% | Reduced |
| Compass Wealth Management LLC | 9,665 | $997.4K | 0.25% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 9,601 | $990.8K | 0.02% | −73−0.8% | Reduced |
| Vontobel Holding Ltd. | 9,454 | $975.7K | 0.00% | −947−9.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,447 | $974.9K | 0.01% | +209+2.3% | Added |
| Auto-Owners Insurance Co | 5,000 | $964.3K | 0.03% | −1,393−21.8% | Reduced |
| Birch Hill Investment Advisors LLC | 9,325 | $962.3K | 0.05% | −300−3.1% | Reduced |
| Parallel Advisors, LLC | 9,266 | $956.2K | 0.02% | −456−4.7% | Reduced |
| Home Federal Bank of Tennessee | 9,226 | $952.1K | 0.28% | −5−0.1% | Reduced |
| Monarch Capital Management Inc | 9,213 | $950.8K | 0.26% | −539−5.5% | Reduced |
| Johnson Investment Counsel Inc | 9,095 | $938.6K | 0.01% | +160+1.8% | Added |
| GWM Advisors LLC | 9,026 | $931.4K | 0.01% | −627−6.5% | Reduced |
| Holowesko Partners Ltd. | 9,000 | $928.8K | 0.35% | 00.0% | Unchanged |
| Empowered Funds, LLC | 8,988 | $927.6K | 0.01% | +857+10.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $921.6K | 0.03% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 8,846 | $912.9K | 0.49% | +6,581+290.6% | Added |
| Ossiam | 8,812 | $909.4K | 0.01% | −686−7.2% | Reduced |
| American National Bank | 8,766 | $904.7K | 0.10% | −6,802−43.7% | Reduced |
| FineMark National Bank & Trust | 8,751 | $903.1K | 0.03% | +100+1.2% | Added |
| Shell Asset Management Co | 8,737 | $902.0K | 0.04% | −396−4.3% | Reduced |
| V-Square Quantitative Management LLC | 8,718 | $899.7K | 0.13% | −275−3.1% | Reduced |
| AustralianSuper Pty Ltd | 8,718 | $899.7K | 0.01% | +8,718 | New |
| Field & Main Bank | 8,702 | $898.0K | 0.32% | −170−1.9% | Reduced |
| IMA Wealth, Inc. | 8,697 | $897.5K | 0.11% | −736−7.8% | Reduced |
| Daymark Wealth Partners, LLC | 8,674 | $895.1K | 0.04% | +788+10.0% | Added |
| Panagora Asset Management Inc | 8,652 | $892.9K | 0.00% | +437+5.3% | Added |
| Procyon Private Wealth Partners, LLC | 8,528 | $880.0K | 0.05% | +6,360+293.4% | Added |
| SummitTX Capital, L.P. | 8,519 | $879.2K | 0.04% | +8,519 | New |
| Sit Investment Associates Inc | 8,415 | $868.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 8,304 | $857.0K | 0.01% | −1,396−14.4% | Reduced |
| TownSquare Capital, LLC | 8,298 | $856.3K | 0.01% | +1,272+18.1% | Added |
| Advisors Asset Management, Inc. | 8,257 | $852.1K | 0.02% | −488−5.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,117 | $837.7K | 0.23% | +40+0.5% | Added |
| Lee Danner & Bass Inc | 7,983 | $823.8K | 0.07% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,953 | $820.8K | 0.06% | +1,260+18.8% | Added |
| TD Waterhouse Canada Inc. | 7,875 | $819.1K | 0.01% | +3,284+71.5% | Added |
| Apollon Wealth Management, LLC | 7,914 | $816.8K | 0.02% | −362−4.4% | Reduced |
| Kestra Private Wealth Services, LLC | 7,892 | $814.5K | 0.01% | −1,257−13.7% | Reduced |
| Vestcor Inc | 7,883 | $814.0K | 0.03% | +17+0.2% | Added |
| Marble Harbor Investment Counsel, LLC | 7,769 | $801.8K | 0.09% | −350−4.3% | Reduced |
| Banque Cantonale Vaudoise | 7,657 | $790.0K | 0.03% | +7,657 | New |
| Salem Investment Counselors Inc | 7,649 | $789.4K | 0.03% | −1,277−14.3% | Reduced |
| TD Private Client Wealth LLC | 7,614 | $785.8K | 0.02% | +220+3.0% | Added |
| Pring Turner Capital Group Inc | 7,575 | $781.7K | 0.48% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 7,514 | $775.4K | 0.10% | +63+0.8% | Added |
| Eastern Bank | 7,498 | $773.8K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,486 | $772.6K | 0.02% | +225+3.1% | Added |
| EP Wealth Advisors, LLC | 7,419 | $765.6K | 0.01% | +794+12.0% | Added |
| Glenview Trust Co | 7,416 | $765.3K | 0.01% | −979−11.7% | Reduced |
| State of Wyoming | 7,406 | $764.3K | 0.10% | +5,450+278.6% | Added |
| Fire Capital Management LLC | 7,346 | $758.1K | 0.56% | 00.0% | Unchanged |
| Diversified Trust Co | 7,285 | $751.8K | 0.02% | +449+6.6% | Added |
| Cooper Financial Group | 7,279 | $751.2K | 0.10% | +666+10.1% | Added |
| Kingsview Wealth Management, LLC | 7,227 | $745.8K | 0.01% | −411−5.4% | Reduced |
| Ar Asset Management Inc | 7,200 | $743.0K | 0.17% | 00.0% | Unchanged |
| Romano Brothers and Company | 7,159 | $738.8K | 0.10% | −88−1.2% | Reduced |
| Wedmont Private Capital | 7,606 | $738.5K | 0.04% | +1,206+18.8% | Added |
| Werlinich Asset Management, LLC | 7,155 | $738.4K | 0.47% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 7,148 | $737.7K | 0.16% | +400+5.9% | Added |
| Wedbush Securities Inc | 7,146 | $737.0K | 0.03% | +719+11.2% | Added |
| Prudential PLC | 7,109 | $733.6K | 0.00% | −6,359−47.2% | Reduced |
| Quadrant Capital Group LLC | 7,057 | $728.3K | 0.03% | +3,075+77.2% | Added |
| MUFG Securities Americas Inc. | 7,019 | $724.4K | 0.08% | +1,121+19.0% | Added |
| Integrated Wealth Concepts LLC | 6,997 | $722.1K | 0.01% | +63+0.9% | Added |
| Medallion Wealth Advisors, LLC | 6,945 | $721.9K | 0.33% | +313+4.7% | Added |
| Optas, LLC | 6,959 | $718.2K | 0.12% | +1,070+18.2% | Added |
| Dorsey & Whitney Trust CO LLC | 6,945 | $716.7K | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 6,872 | $709.2K | 0.01% | −3,433−33.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 6,831 | $705.3K | 0.01% | +351+5.4% | Added |
| Rehmann Capital Advisory Group | 6,824 | $704.3K | 0.04% | +375+5.8% | Added |
| NorthRock Partners, LLC | 6,732 | $694.8K | 0.02% | +433+6.9% | Added |
| Amussen Hunsaker Associates LLC | 6,728 | $694.3K | 0.10% | −21−0.3% | Reduced |
| Waterford Advisors, LLC | 6,690 | $690.4K | 0.29% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 6,689 | $690.3K | 0.01% | −137−2.0% | Reduced |
| ICW Investment Advisors LLC | 6,600 | $681.1K | 0.28% | +78+1.2% | Added |
| Concurrent Investment Advisors, LLC | 6,581 | $679.2K | 0.02% | +2,942+80.8% | Added |
| Ostrum Asset Management | 6,555 | $676.5K | 0.04% | −174−2.6% | Reduced |
| Larson Financial Group LLC | 6,507 | $671.5K | 0.03% | −256−3.8% | Reduced |
| Ninety One North America, Inc. | 6,490 | $669.8K | 0.05% | −1,035−13.8% | Reduced |
| Integrity Alliance, LLC. | 6,467 | $667.4K | 0.03% | +6,467 | New |
| Fullerton Fund Management Co Ltd. | 6,435 | $664.1K | 0.04% | +6,435 | New |
| Signaturefd, LLC | 6,430 | $663.6K | 0.01% | +729+12.8% | Added |
| Westhampton Capital, LLC | 6,387 | $659.1K | 0.36% | −200−3.0% | Reduced |
| Soltis Investment Advisors LLC | 6,358 | $656.2K | 0.06% | +285+4.7% | Added |
| Penobscot Investment Management Company, Inc. | 6,346 | $654.9K | 0.06% | +1,148+22.1% | Added |
| Ieq Capital, LLC | 6,247 | $644.7K | 0.01% | +314+5.3% | Added |
| ELCO Management Co., LLC | 6,229 | $642.8K | 0.36% | −446−6.7% | Reduced |
| Raiffeisen Bank International AG | 6,259 | $639.1K | 0.01% | +3,349+115.1% | Added |
| Arkadios Wealth Advisors | 6,181 | $637.9K | 0.02% | +3,185+106.3% | Added |
| Quotient Wealth Partners, LLC | 6,146 | $634.3K | 0.02% | +307+5.3% | Added |
| Means Investment Co., Inc. | 6,141 | $633.7K | 0.07% | −49−0.8% | Reduced |
| Stratos Wealth Partners, LTD. | 6,076 | $627.1K | 0.01% | −195−3.1% | Reduced |
| Central Trust Co | 6,071 | $626.5K | 0.02% | −122−2.0% | Reduced |
| Meridian Management Co | 6,050 | $624.4K | 0.19% | −107−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,048 | $624.2K | 0.03% | −270−4.3% | Reduced |
| National Asset Management, Inc. | 6,016 | $620.9K | 0.02% | +1,001+20.0% | Added |
| Lindbrook Capital, LLC | 6,008 | $620.0K | 0.06% | +50+0.8% | Added |
| Ausdal Financial Partners, Inc. | 5,932 | $612.1K | 0.05% | +3,406+134.8% | Added |