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 |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 5,922 | $612.0K | 0.00% | +5,922 | New |
| Baldwin Investment Management, LLC | 5,917 | $610.6K | 0.07% | −90−1.5% | Reduced |
| Allred Capital Management, LLC | 5,911 | $610.0K | 0.24% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,863 | $605.1K | 0.07% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 5,857 | $604.4K | 0.42% | −60−1.0% | Reduced |
| Belpointe Asset Management LLC | 5,807 | $599.3K | 0.03% | +5,807 | New |
| Fortis Capital Advisors, LLC | 5,807 | $599.3K | 0.12% | +5,807 | New |
| Ballentine Partners, LLC | 5,757 | $594.1K | 0.01% | +214+3.9% | Added |
| Amica Retiree Medical Trust | 5,752 | $594.0K | 0.91% | −2,842−33.1% | Reduced |
| Holderness Investments Co | 5,751 | $593.5K | 0.14% | +32+0.6% | Added |
| Garrison Point Advisors, LLC | 5,745 | $592.9K | 0.29% | 00.0% | Unchanged |
| Simmons Bank | 5,698 | $588.0K | 0.04% | −276−4.6% | Reduced |
| Qtron Investments LLC | 5,680 | $586.2K | 0.09% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5,666 | $584.7K | 0.27% | +542+10.6% | Added |
| Ingalls & Snyder LLC | 5,573 | $575.0K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,552 | $573.0K | 0.01% | +632+12.8% | Added |
| StoneX Group Inc. | 5,527 | $570.4K | 0.03% | −130−2.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,561 | $567.8K | 0.01% | −879−13.6% | Reduced |
| Wendell David Associates Inc | 5,494 | $567.0K | 0.06% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 5,470 | $565.0K | 0.27% | −162−2.9% | Reduced |
| Moneta Group Investment Advisors LLC | 5,412 | $558.5K | 0.01% | −1,174−17.8% | Reduced |
| Aaron Wealth Advisors | 5,376 | $554.8K | 0.06% | +1,792+50.0% | Added |
| Milestone Asset Management Group, LLC | 5,353 | $552.4K | 0.50% | +5+0.1% | Added |
| Banque Transatlantique SA | 5,345 | $551.4K | 0.02% | −453−7.8% | Reduced |
| Trexquant Investment LP | 5,335 | $550.6K | 0.01% | +5,335 | New |
| Eventide Asset Management, LLC | 5,377 | $549.0K | 0.01% | +5,377 | New |
| Freestone Capital Holdings, LLC | 5,310 | $548.0K | 0.02% | +10+0.2% | Added |
| LGT Group Foundation | 5,306 | $547.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 5,280 | $544.9K | 0.14% | +5,280 | New |
| Quarry LP | 5,278 | $544.7K | 0.14% | +2,059+64.0% | Added |
| Gateway Wealth Partners, LLC | 5,240 | $540.8K | 0.12% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 5,194 | $536.1K | 0.19% | −46−0.9% | Reduced |
| Moody National Bank Trust Division | 5,131 | $529.5K | 0.06% | −70−1.3% | Reduced |
| Aptus Capital Advisors, LLC | 5,100 | $526.3K | 0.01% | +129+2.6% | Added |
| Checchi Capital Advisers, LLC | 5,083 | $524.6K | 0.04% | +18+0.4% | Added |
| Cary Street Partners Financial LLC | 5,076 | $523.8K | 0.02% | +174+3.5% | Added |
| Silver Oak Securities, Inc | 5,121 | $522.9K | 0.05% | +20+0.4% | Added |
| Valley Brook Capital Group | 5,065 | $522.7K | 0.41% | −50−1.0% | Reduced |
| Moors & Cabot, Inc. | 4,999 | $515.9K | 0.03% | +75+1.5% | Added |
| Grimes & Company, Inc. | 4,993 | $515.2K | 0.02% | +369+8.0% | Added |
| Everett Harris & Co | 4,967 | $512.6K | 0.01% | 00.0% | Unchanged |
| First Western Trust Bank | 4,958 | $511.7K | 0.02% | +8+0.2% | Added |
| Independent Advisor Alliance | 4,956 | $511.5K | 0.02% | +793+19.0% | Added |
| Montag A & Associates Inc | 4,949 | $510.8K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,914 | $507.1K | 0.03% | −246−4.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,910 | $506.7K | 0.01% | +640+15.0% | Added |
| Clarendon Private LLC | 4,852 | $500.7K | 0.53% | +1,080+28.6% | Added |
| R Squared Ltd | 4,840 | $499.5K | 0.53% | +4,310+813.2% | Added |
| Baker Avenue Asset Management, LP | 4,784 | $493.7K | 0.02% | −117−2.4% | Reduced |
| Umb Bank N A | 4,776 | $492.9K | 0.01% | −153−3.1% | Reduced |
| Siemens Fonds Invest GmbH | 4,733 | $488.4K | 0.03% | +296+6.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,728 | $487.9K | 0.00% | +4,728 | New |
| Laurion Capital Management LP | 4,718 | $486.9K | 0.04% | +4,718 | New |
| Stephens Inc | 4,710 | $486.1K | 0.01% | −15−0.3% | Reduced |
| IHT Wealth Management, LLC | 4,691 | $484.1K | 0.02% | −75−1.6% | Reduced |
| City Holding Co | 4,667 | $481.6K | 0.07% | −334−6.7% | Reduced |
| Private Wealth Asset Management, LLC | 4,628 | $477.6K | 0.07% | +4,628 | New |
| Core Wealth Partners LLC | 4,570 | $471.6K | 0.27% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,552 | $470.0K | 0.08% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,550 | $469.5K | 0.01% | +67+1.5% | Added |
| Trust Co of Virginia | 4,542 | $468.7K | 0.04% | −103−2.2% | Reduced |
| Excalibur Management Corp | 4,525 | $467.0K | 0.18% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,524 | $466.9K | 0.04% | −5−0.1% | Reduced |
| Sovereign Financial Group, Inc. | 4,505 | $464.9K | 0.11% | −57−1.2% | Reduced |
| Mutual Advisors, LLC | 5,002 | $464.9K | 0.01% | +663+15.3% | Added |
| Gabelli Funds LLC | 4,500 | $464.4K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 4,426 | $456.8K | 0.03% | +6+0.1% | Added |
| CX Institutional | 4,422 | $456.0K | 0.02% | +576+15.0% | Added |
| Fifth Third Wealth Advisors LLC | 4,418 | $455.9K | 0.02% | +20.0% | Added |
| Graypoint LLC | 4,414 | $455.6K | 0.03% | +147+3.4% | Added |
| Texas Bank & Trust Co | 4,400 | $454.1K | 0.19% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 4,397 | $453.8K | 0.01% | −75−1.7% | Reduced |
| Forte Capital LLC | 4,375 | $451.5K | 0.05% | −38−0.9% | Reduced |
| Warren Averett Asset Management, LLC | 4,371 | $451.1K | 0.01% | +12+0.3% | Added |
| Exencial Wealth Advisors, LLC | 4,350 | $448.9K | 0.02% | −55−1.2% | Reduced |
| 1st Source Bank | 4,348 | $448.7K | 0.03% | −63−1.4% | Reduced |
| Pointe Capital Management LLC | 4,326 | $446.4K | 0.26% | 00.0% | Unchanged |
| Mirova | 4,324 | $446.2K | 0.08% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,320 | $445.8K | 0.03% | +4,320 | New |
| Choate Investment Advisors | 4,312 | $445.0K | 0.01% | −3,079−41.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $443.8K | 0.14% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,295 | $443.2K | 0.03% | +4,295 | New |
| Drexel Morgan & Co. | 4,288 | $442.5K | 0.09% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 4,213 | $434.8K | 0.09% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 4,170 | $430.3K | 0.21% | −55−1.3% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,160 | $429.3K | 0.12% | +8+0.2% | Added |
| Mystic Asset Management, Inc. | 4,160 | $429.3K | 0.11% | +38+0.9% | Added |
| Sound View Wealth Advisors Group, LLC | 4,128 | $426.0K | 0.03% | +5+0.1% | Added |
| Fiduciary Group LLC | 4,086 | $421.7K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,045 | $417.0K | 0.00% | +1,574+63.7% | Added |
| Versant Capital Management, Inc | 4,038 | $416.7K | 0.07% | +3,406+538.9% | Added |
| Charter Trust Co | 4,036 | $416.5K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 4,027 | $415.6K | 0.01% | −237−5.6% | Reduced |
| Kraematon Investment Advisors, Inc | 4,024 | $415.2K | 0.42% | +9+0.2% | Added |
| Cigna Investments Inc | 4,015 | $415.0K | 0.08% | −100−2.4% | Reduced |
| Profund Advisors LLC | 4,019 | $414.8K | 0.02% | −218−5.1% | Reduced |
| Monterey Private Wealth, Inc. | 4,008 | $413.6K | 0.12% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 4,008 | $413.6K | 0.05% | 00.0% | Unchanged |
| Corient IA LLC | 4,000 | $412.8K | 0.29% | +4,000 | New |
| Mather Group, LLC. | 3,969 | $409.6K | 0.00% | +555+16.3% | Added |