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 |
|---|---|---|---|---|---|
| Philadelphia Trust Co | 3,964 | $409.0K | 0.04% | −435−9.9% | Reduced |
| Aprio Wealth Management, LLC | 3,936 | $406.2K | 0.05% | +316+8.7% | Added |
| Atwood & Palmer Inc | 3,925 | $405.1K | 0.03% | −57−1.4% | Reduced |
| Rialto Wealth Management, LLC | 3,903 | $402.8K | 0.13% | +14+0.4% | Added |
| Robinson Smith Wealth Advisors LLC | 3,805 | $392.7K | 0.33% | +29+0.8% | Added |
| BSW Wealth Partners | 3,782 | $390.3K | 0.06% | −411−9.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,778 | $389.9K | 0.01% | −114−2.9% | Reduced |
| Rothschild Investment LLC | 3,775 | $389.6K | 0.03% | −2−0.1% | Reduced |
| Sentry Investment Management LLC | 4,172 | $384.0K | 0.26% | −1,246−23.0% | Reduced |
| Resonant Capital Advisors, LLC | 3,701 | $381.9K | 0.03% | +246+7.1% | Added |
| Gamco Investors, Inc. Et Al | 3,700 | $381.8K | 0.00% | −20−0.5% | Reduced |
| Boston Trust Walden Corp | 3,698 | $381.6K | 0.00% | −500−11.9% | Reduced |
| QSV Equity Investors LLC | 3,679 | $379.7K | 0.39% | −23−0.6% | Reduced |
| Kinneret Advisory, LLC | 3,660 | $377.7K | 0.04% | −12−0.3% | Reduced |
| Congress Wealth Management LLC | 3,615 | $373.0K | 0.00% | +1,070+42.0% | Added |
| GSB Wealth Management, LLC | 3,611 | $372.7K | 0.10% | +23+0.6% | Added |
| Foster & Motley Inc | 3,586 | $370.0K | 0.02% | −148−4.0% | Reduced |
| Fortune Financial Advisors, LLC | 3,576 | $369.0K | 0.32% | +2+0.1% | Added |
| Aberdeen Wealth Management LLC | 3,574 | $368.8K | 0.25% | 00.0% | Unchanged |
| Headinvest, LLC | 3,564 | $367.8K | 0.07% | −223−5.9% | Reduced |
| Brevan Howard Capital Management LP | 3,562 | $367.6K | 0.01% | +3,562 | New |
| Strategic Planning, Inc. | 3,559 | $367.2K | 0.21% | +3,559 | New |
| Bell Investment Advisors, Inc | 3,552 | $366.6K | 0.07% | +11+0.3% | Added |
| Patten & Patten Inc | 3,525 | $363.8K | 0.02% | −2−0.1% | Reduced |
| Northwest Bancshares, Inc. | 3,505 | $361.7K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,503 | $361.5K | 0.03% | +36+1.0% | Added |
| Americana Partners, LLC | 3,491 | $360.3K | 0.01% | −43−1.2% | Reduced |
| Syon Capital LLC | 3,477 | $358.8K | 0.03% | +988+39.7% | Added |
| Addison Advisors LLC | 3,470 | $358.1K | 0.10% | +5+0.1% | Added |
| Boston Family Office LLC | 3,462 | $357.0K | 0.03% | +3,462 | New |
| Essex Savings Bank | 3,443 | $355.3K | 0.09% | −25−0.7% | Reduced |
| Farmers National Bank | 3,420 | $352.9K | 0.10% | −9−0.3% | Reduced |
| AE Wealth Management LLC | 3,412 | $352.1K | 0.00% | +434+14.6% | Added |
| Callan Family Office, LLC | 3,407 | $351.6K | 0.03% | −168−4.7% | Reduced |
| Fruth Investment Management | 3,403 | $351.0K | 0.10% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 3,400 | $350.9K | 0.03% | +3,400 | New |
| HBK Sorce Advisory LLC | 3,395 | $350.4K | 0.01% | −427−11.2% | Reduced |
| NTV Asset Management LLC | 3,360 | $346.8K | 0.05% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,352 | $345.9K | 0.23% | +10+0.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,348 | $345.5K | 0.01% | −20,932−86.2% | Reduced |
| Tower Bridge Advisors | 3,346 | $345.3K | 0.04% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,339 | $344.6K | 0.01% | +22+0.7% | Added |
| Westpac Banking Corp | 3,328 | $343.4K | 0.03% | −978−22.7% | Reduced |
| PFG Investments, LLC | 3,307 | $341.3K | 0.02% | −35−1.0% | Reduced |
| Boston Private Wealth LLC | 3,297 | $340.3K | 0.01% | −347−9.5% | Reduced |
| Axxcess Wealth Management, LLC | 3,296 | $340.1K | 0.01% | −31−0.9% | Reduced |
| Crestwood Advisors Group LLC | 3,262 | $336.6K | 0.01% | +490+17.7% | Added |
| Invesco, LLC | 3,252 | $335.6K | 0.14% | −731−18.4% | Reduced |
| TCTC Holdings, LLC | 3,249 | $335.3K | 0.01% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 3,244 | $334.8K | 0.03% | +352+12.2% | Added |
| NorthCrest Asset Manangement, LLC | 3,215 | $331.8K | 0.01% | −583−15.4% | Reduced |
| Advisor OS, LLC | 3,207 | $330.9K | 0.04% | +35+1.1% | Added |
| Country Club Bank | 3,227 | $329.5K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,160 | $326.1K | 0.01% | +720+29.5% | Added |
| Tiemann Investment Advisors, LLC | 3,159 | $326.0K | 0.15% | 00.0% | Unchanged |
| Bokf, NA | 3,155 | $325.6K | 0.01% | −540−14.6% | Reduced |
| First Affirmative Financial Network | 3,146 | $324.7K | 0.20% | −352−10.1% | Reduced |
| Fidelis Capital Partners, LLC | 3,486 | $324.0K | 0.03% | −148−4.1% | Reduced |
| Advisory Services Network, LLC | 3,126 | $322.6K | 0.01% | +79+2.6% | Added |
| MBB Public Markets I LLC | 3,113 | $321.3K | 0.04% | +3,113 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,112 | $321.1K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,101 | $320.1K | 0.10% | −107−3.3% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,083 | $318.2K | 0.03% | +11+0.4% | Added |
| Ramirez Asset Management, Inc. | 3,071 | $316.9K | 0.07% | −50−1.6% | Reduced |
| Bard Financial Services, Inc. | 3,050 | $314.8K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,050 | $314.8K | 0.02% | +169+5.9% | Added |
| Atomi Financial Group, Inc. | 3,041 | $313.9K | 0.01% | +3,041 | New |
| General Partner, Inc. | 3,029 | $312.6K | 0.20% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,028 | $312.5K | 0.02% | +34+1.1% | Added |
| Chemung Canal Trust Co | 3,026 | $312.3K | 0.07% | −112−3.6% | Reduced |
| Heritage Wealth Management, Inc. | 3,017 | $311.4K | 0.11% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,000 | $310.0K | 0.17% | −19,000−86.4% | Reduced |
| Vancity Investment Management Ltd | 3,001 | $310.0K | 0.04% | +3,001 | New |
| Systematic Financial Management LP | 3,000 | $309.6K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $309.6K | 0.04% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $309.6K | 0.08% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,000 | $309.0K | 0.14% | −145−4.6% | Reduced |
| Principal Street Partners, LLC | 2,994 | $309.0K | 0.06% | +186+6.6% | Added |
| Premier Path Wealth Partners, LLC | 2,981 | $307.6K | 0.05% | +402+15.6% | Added |
| Keynote Financial Services LLC | 2,975 | $307.0K | 0.22% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,974 | $306.9K | 0.02% | −211−6.6% | Reduced |
| Sagespring Wealth Partners, LLC | 2,966 | $306.1K | 0.01% | +2,966 | New |
| Massmutual Trust Co FSB | 2,965 | $306.0K | 0.01% | +758+34.3% | Added |
| Forum Financial Management, LP | 2,955 | $305.0K | 0.01% | +62+2.1% | Added |
| McDonald Partners LLC | 2,952 | $304.7K | 0.08% | −25−0.8% | Reduced |
| Chicago Trust Co NA | 2,948 | $304.2K | 0.05% | −480−14.0% | Reduced |
| Caldwell Trust Co | 2,944 | $303.8K | 0.03% | −1,255−29.9% | Reduced |
| Dover Advisors, LLC | 2,937 | $303.1K | 0.13% | −44−1.5% | Reduced |
| Signature Wealth Management Partners, LLC | 2,910 | $300.3K | 0.20% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,907 | $300.0K | 0.01% | +69+2.4% | Added |
| LCM Capital Management Inc | 2,904 | $299.7K | 0.18% | −24−0.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,902 | $299.5K | 0.06% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 2,900 | $299.3K | 0.27% | 00.0% | Unchanged |
| Callan Capital, LLC | 2,895 | $298.8K | 0.02% | +246+9.3% | Added |
| Riverwater Partners LLC | 2,885 | $297.7K | 0.15% | +91+3.3% | Added |
| S.A. Mason LLC | 2,883 | $297.5K | 0.16% | −9−0.3% | Reduced |
| Farther Finance Advisors, LLC | 2,845 | $296.1K | 0.01% | +1,466+106.3% | Added |
| Coldstream Capital Management Inc | 2,867 | $295.9K | 0.01% | +178+6.6% | Added |
| Enterprise Financial Services Corp | 2,862 | $295.4K | 0.17% | −32−1.1% | Reduced |
| Washington Trust Co | 2,858 | $294.9K | 0.01% | −674−19.1% | Reduced |