Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2025: 1,248 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ1 2025: $36.8B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q4 2024.

Institutions holding OTIS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Reuter James Wealth Management, LLC2,853$294.4K0.05%00.0%Unchanged
Howland Capital Management LLC2,852$294.3K0.01%00.0%Unchanged
Independent Financial Group, LLC2,848$293.9K0.01%+2,848New
Cyndeo Wealth Partners, LLC2,838$292.9K0.02%00.0%Unchanged
Sowell Financial Services LLC2,824$291.4K0.01%+2,824New
Fielder Capital Group LLC2,818$290.8K0.08%−78−2.7%Reduced
Founders Financial Securities LLC3,092$289.6K0.02%+125+4.2%Added
Forbes J M & Co LLP2,804$289.4K0.03%00.0%Unchanged
Adviser Investments LLC2,803$289.2K0.00%−33−1.2%Reduced
CTC Alternative Strategies, Ltd.2,800$289.0K0.35%+2,800New
New England Capital Financial Advisors LLC2,785$287.4K0.15%−138−4.7%Reduced
Citizens Financial Group Inc2,781$287.0K0.01%+324+13.2%Added
Change Path, LLC2,769$285.8K0.01%−148−5.1%Reduced
Ancora Advisors, LLC2,769$285.8K0.01%−39−1.4%Reduced
Horan Securities, Inc.2,768$285.6K0.11%+2+0.1%Added
Kerntke Otto McGlone Wealth Management Group2,765$285.3K0.25%00.0%Unchanged
Douglas Lane & Associates, LLC2,754$284.2K0.00%−71−2.5%Reduced
Sentinel Trust Co Lba2,754$284.0K0.03%+4+0.1%Added
Bragg Financial Advisors, Inc2,748$283.6K0.01%−119−4.2%Reduced
Stonebridge Capital Advisors LLC2,738$282.5K0.02%+213+8.4%Added
St Germain D J Co Inc2,729$281.6K0.01%−144−5.0%Reduced
Great Lakes Advisors, LLC2,728$281.5K0.00%+380+16.2%Added
Miracle Mile Advisors, LLC2,724$281.1K0.01%+2,724New
Old National Bancorp2,724$281.1K0.01%−577−17.5%Reduced
Montecito Bank & Trust2,717$280.4K0.05%−60−2.2%Reduced
Clarius Group, LLC2,700$278.6K0.02%+14+0.5%Added
Dynamic Advisor Solutions LLC2,697$278.3K0.01%+372+16.0%Added
Mountain Pacific Investment Advisers Inc2,690$277.6K0.02%−100−3.6%Reduced
Spinnaker Trust2,690$277.6K0.02%+200+8.0%Added
Intrua Financial, LLC2,676$276.2K0.04%−628−19.0%Reduced
Colonial Trust Co2,665$275.0K0.04%−11−0.4%Reduced
MEMBERS Trust Co2,656$274.1K0.01%+2+0.1%Added
Aventura Private Wealth, LLC2,623$270.7K0.14%+132+5.3%Added
GHP Investment Advisors, Inc.2,609$269.3K0.01%+12+0.5%Added
Sapient Capital LLC2,590$267.3K0.01%−15−0.6%Reduced
Donaldson Capital Management, LLC2,590$267.3K0.01%−56−2.1%Reduced
Great Valley Advisor Group, Inc.2,586$266.9K0.01%−274−9.6%Reduced
LMR Partners LLP2,586$266.9K0.01%+2,586New
Mission Wealth Management, LP2,585$266.7K0.01%−370−12.5%Reduced
Flputnam Investment Management Co2,583$266.6K0.00%−625−19.5%Reduced
SeaCrest Wealth Management, LLC2,578$266.0K0.03%−202−7.3%Reduced
Courier Capital LLC2,566$264.8K0.02%+150+6.2%Added
Journey Strategic Wealth LLC2,566$264.8K0.01%+2,566New
Schechter Investment Advisors, LLC2,560$264.2K0.02%+2,560New
Equitable Holdings, Inc.2,558$264.0K0.00%−46−1.8%Reduced
Chicago Partners Investment Group LLC2,710$263.8K0.01%+2,710New
Sky-Mountain Capital Management, Inc.2,540$262.1K0.22%+2,540New
Founders Capital Management, LLC2,537$261.8K0.05%00.0%Unchanged
CWA Asset Management Group, LLC2,537$261.8K0.01%+2,537New
Laurel Wealth Advisors LLC2,530$261.1K0.04%00.0%Unchanged
Charter Oak Capital Management, LLC2,519$260.0K0.02%−5−0.2%Reduced
Sterling Financial Planning, Inc.2,513$259.3K0.09%00.0%Unchanged
Evergreen Capital Management LLC2,508$258.8K0.01%+2,508New
Shelton Capital Management2,489$256.9K0.01%−70−2.7%Reduced
KCM Investment Advisors LLC2,487$256.7K0.01%−45−1.8%Reduced
Frank, Rimerman Advisors LLC2,486$256.6K0.02%−1,287−34.1%Reduced
Cobblestone Capital Advisors LLC2,484$256.3K0.01%−139−5.3%Reduced
Manning & Napier Advisors LLC2,464$254.3K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.2,455$253.4K0.00%+220+9.8%Added
PKS Advisory Services, LLC2,454$253.3K0.07%+15+0.6%Added
Prospera Financial Services Inc2,443$252.6K0.01%00.0%Unchanged
Leavell Investment Management, Inc.2,446$252.4K0.01%−38−1.5%Reduced
Sky Investment Group LLC2,436$251.4K0.05%−5−0.2%Reduced
Farmers Trust Co2,417$249.4K0.05%−33−1.3%Reduced
Venturi Wealth Management, LLC2,404$248.1K0.01%+1,477+159.3%Added
Seascape Capital Management2,385$246.0K0.09%−31,745−93.0%Reduced
Patriot Financial Group Insurance Agency, LLC2,379$245.5K0.03%+7+0.3%Added
Howard Capital Management Inc.2,377$245.3K0.01%−364−13.3%Reduced
Baader Bank INC2,348$242.1K0.02%+12+0.5%Added
Sentry LLC2,341$241.6K0.05%00.0%Unchanged
LMCG Investments, LLC2,341$241.6K0.02%−2−0.1%Reduced
U.S. Capital Wealth Advisors, LLC2,336$241.1K0.01%+2,336New
Atria Wealth Solutions, Inc.2,323$239.7K0.00%−799−25.6%Reduced
Colonial Trust Advisors2,312$238.6K0.02%−100−4.1%Reduced
First National Trust Co2,306$238.0K0.01%−182−7.3%Reduced
Sabal Trust CO2,303$237.7K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.2,300$237.4K0.02%00.0%Unchanged
Centaurus Financial, Inc.2,288$236.0K0.01%−600−20.8%Reduced
Naples Global Advisors, LLC2,283$235.6K0.02%00.0%Unchanged
Interchange Capital Partners, LLC2,280$235.3K0.07%+13+0.6%Added
Optimum Investment Advisors2,262$233.4K0.11%00.0%Unchanged
Longboard Asset Management, LP2,261$233.3K0.69%00.0%Unchanged
Childress Capital Advisors, LLC2,256$232.8K0.07%+2,256New
Stock Yards Bank & Trust Co2,253$232.5K0.01%−125−5.3%Reduced
GKV Capital Management Co., Inc.2,250$232.2K0.12%−250−10.0%Reduced
Silicon Valley Capital Partners2,272$232.0K0.03%+2,272New
MSH Capital Advisors LLC2,240$231.2K0.07%00.0%Unchanged
EntryPoint Capital, LLC2,237$230.9K0.11%+2,237New
Wealthspire Advisors, LLC2,224$229.5K0.00%−241−9.8%Reduced
Harbour Investments, Inc.2,210$228.0K0.01%+9+0.4%Added
Tyche Wealth Partners LLC2,205$227.6K0.05%−2−0.1%Reduced
Mairs & Power Inc2,204$227.5K0.00%−159−6.7%Reduced
Northeast Investment Management2,193$226.3K0.01%−2−0.1%Reduced
Skopos Labs, Inc.2,182$225.1K0.05%+1,011+86.3%Added
Asset Dedication, LLC2,181$225.1K0.02%−87−3.8%Reduced
Perbak Capital Partners LLP2,177$224.7K0.17%+2,177New
First Foundation Advisors2,175$224.5K0.01%−258−10.6%Reduced
Bennett Selby Investments LP2,171$224.0K0.09%+2,171New
Hancock Whitney Corp2,166$223.5K0.01%−46−2.1%Reduced
Personal Cfo Solutions, LLC2,165$223.5K0.05%+2,165New