Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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, Q2 2025

Institutional positions in Otis Worldwide Corp as of Jun 30, 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: 1,270; +41 vs. Q1 2025
Shares held: 352.0M; −4.01M (−1.1%) vs. Q1 2025
Total value: $34.8B; −$1.88B (−5.1%) vs. Q1 2025
New holders: 121; 411 more added
Sold out: 80; 462 more reduced

19 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 1,270 institutions

Value heldQ2 2025: $34.8B

Institutions holding OTIS and their total value by quarter
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, Q2 2025

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2025.

Institutions holding OTIS in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Strategic Wealth Partners, Ltd.	1	$50	0.00%	+1	New
Rakuten Securities, Inc.	1	$99	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	3	$302	0.00%	−107−97.3%	Reduced
Livelsberger Financial Advisory	4	$412	0.01%	+4	New
Smallwood Wealth Investment Management, LLC	5	$495	0.00%	+5	New
North Ridge Wealth Advisors, Inc.	5	$496	0.00%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	5	$544	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	6	$594	0.00%	+6	New
Fairman Group, LLC	8	$792	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	9	$891	0.00%	−27−75.0%	Reduced
New Millennium Group LLC	9	$891	0.00%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	9	$891	0.00%	+4+80.0%	Added
HFM Investment Advisors, LLC	9	$891	0.00%	+5+125.0%	Added
Parkworth Wealth Management, Inc.	10	$990	0.00%	+5+100.0%	Added
Total Investment Management Inc	10	$990	0.00%	+10	New
Wood Tarver Financial Group, LLC	20	$1.00K	0.00%	00.0%	Unchanged
Fairscale Capital, LLC	12	$1.03K	0.00%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	12	$1.19K	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	13	$1.29K	0.00%	+13	New
Bogart Wealth, LLC	14	$1.39K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	15	$1.45K	0.00%	+15	New
Trifecta Capital Advisors, LLC	15	$1.49K	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	16	$1.57K	0.00%	−28−63.6%	Reduced
Valued Wealth Advisors LLC	17	$1.68K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	18	$1.78K	0.00%	+8+80.0%	Added
Redmont Wealth Advisors LLC	19	$1.88K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	19	$1.88K	0.00%	+5+35.7%	Added
Eq Wealth Advisors, LLC	20	$1.98K	0.00%	00.0%	Unchanged
Asset Planning,Inc	20	$1.98K	0.00%	00.0%	Unchanged
Clark Wealth Partners	20	$1.98K	0.00%	00.0%	Unchanged
Navigoe, LLC	25	$2.00K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	21	$2.08K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	21	$2.08K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	25	$2.17K	0.00%	−24−49.0%	Reduced
Battery Global Advisors, LLC	22	$2.18K	0.00%	00.0%	Unchanged
Creative Capital Management Investments LLC	24	$2.38K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	25	$2.48K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	25	$2.48K	0.00%	+5+25.0%	Added
Redwood Park Advisors LLC	26	$2.58K	0.00%	00.0%	Unchanged
Kilter Group LLC	26	$2.58K	0.00%	+26	New
PFS Partners, LLC	27	$2.64K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	27	$2.67K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	27	$2.67K	0.00%	00.0%	Unchanged
Pinney & Scofield, Inc.	27	$2.71K	0.00%	00.0%	Unchanged
Financial Freedom, LLC	28	$2.77K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	30	$2.97K	0.00%	−2−6.3%	Reduced
WealthTrak Capital Management LLC	30	$2.97K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	32	$3.00K	0.00%	−23−41.8%	Reduced
Harbor Asset Planning, Inc.	32	$3.18K	0.00%	+32	New
Westend Capital Management, LLC	33	$3.27K	0.00%	00.0%	Unchanged
Salomon & Ludwin, LLC	34	$3.39K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	38	$3.76K	0.00%	00.0%	Unchanged
Peoples Financial Services Corp.	40	$3.96K	0.00%	00.0%	Unchanged
Inlight Wealth Management, LLC	40	$3.96K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	40	$4.02K	0.00%	−55−57.9%	Reduced
Binnacle Investments Inc	42	$4.16K	0.00%	+31+281.8%	Added
Activest Wealth Management	44	$4.36K	0.00%	−60−57.7%	Reduced
Cheviot Value Management, LLC	50	$4.37K	0.00%	−272−84.5%	Reduced
Hoey Investments, Inc	46	$4.55K	0.00%	00.0%	Unchanged
Rossby Financial, LCC	48	$4.75K	0.00%	+8+20.0%	Added
MJT & Associates Financial Advisory Group, Inc.	49	$4.85K	0.01%	+49	New
Nalls Sherbakoff Group, LLC	50	$4.95K	0.00%	−100−66.7%	Reduced
S&T Bank	51	$5.05K	0.00%	+6+13.3%	Added
Compass Planning Associates Inc	52	$5.11K	0.00%	00.0%	Unchanged
Murphy & Mullick Capital Management Corp	61	$5.23K	0.00%	00.0%	Unchanged
Holos Integrated Wealth LLC	60	$5.25K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	55	$5.45K	0.00%	00.0%	Unchanged
Comprehensive Financial Planning, Inc.	55	$5.45K	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	56	$5.54K	0.00%	−98−63.6%	Reduced
Glass Jacobson Investment Advisors llc	56	$5.55K	0.00%	00.0%	Unchanged
FSA Wealth Management LLC	57	$5.67K	0.00%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	58	$5.74K	0.00%	−12−17.1%	Reduced
Tower View Investment Management & Research LLC	58	$5.78K	0.00%	00.0%	Unchanged
Millstone Evans Group, LLC	59	$5.84K	0.00%	−13−18.1%	Reduced
Syntax Research, Inc.	59	$5.84K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	60	$5.94K	0.00%	00.0%	Unchanged
Park Square Financial Group, LLC	61	$6.04K	0.00%	−1−1.6%	Reduced
Raelipskie Partnership	62	$6.14K	0.00%	−27−30.3%	Reduced
Main Street Group, LTD	62	$6.14K	0.00%	−4−6.1%	Reduced
Graney & King, LLC	62	$6.17K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	63	$6.24K	0.00%	+18+40.0%	Added
MCF Advisors LLC	65	$6.44K	0.00%	00.0%	Unchanged
LGT Financial Advisors LLC	66	$6.54K	0.02%	+66	New
Bare Financial Services, Inc	69	$6.83K	0.00%	+59+590.0%	Added
Financial Gravity Companies, Inc.	70	$6.93K	0.00%	+70	New
Avion Wealth	73	$7.00K	0.00%	+8+12.3%	Added
Fourth Dimension Wealth, LLC	71	$7.06K	0.00%	+71	New
Breakwater Investment Management	72	$7.13K	0.00%	00.0%	Unchanged
Sierra Ocean, LLC	74	$7.38K	0.01%	00.0%	Unchanged
LFA - Lugano Financial Advisors SA	75	$7.43K	0.00%	+75	New
High Note Wealth, LLC	78	$7.72K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	90	$7.78K	0.00%	−218−70.8%	Reduced
BankPlus Trust Department	79	$7.82K	0.00%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	80	$7.92K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	80	$7.92K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	81	$8.02K	0.01%	00.0%	Unchanged
AdvisorNet Financial, Inc	85	$8.42K	0.00%	+4+4.9%	Added
Howard Hughes Medical Institute	85	$8.42K	0.00%	+85	New
Park Place Capital Corp	86	$8.64K	0.00%	00.0%	Unchanged
Coastline Trust Co	90	$8.91K	0.00%	00.0%	Unchanged