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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ISAM Funds (UK) Ltd | 25,586 | $2.53M | 0.56% | +9,230+56.4% | Added |
| Delta Global Management LP | 25,832 | $2.56M | 0.17% | +25,832 | New |
| M. Kraus & Co | 26,028 | $2.58M | 0.76% | −317−1.2% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 26,331 | $2.61M | 0.04% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 26,456 | $2.62M | 0.02% | +26,456 | New |
| Glenmede Investment Management, LP | 26,586 | $2.63M | 0.01% | +26,586 | New |
| Silvercrest Asset Management Group LLC | 26,639 | $2.64M | 0.02% | +376+1.4% | Added |
| Toroso Investments, LLC | 26,677 | $2.64M | 0.02% | +418+1.6% | Added |
| Eleva Capital SAS | 27,031 | $2.68M | 0.58% | +27,031 | New |
| Evercore Wealth Management, LLC | 27,113 | $2.68M | 0.04% | +49+0.2% | Added |
| Letson Investment Management, Inc. | 27,164 | $2.69M | 1.06% | +37+0.1% | Added |
| Sterling Capital Management LLC | 27,276 | $2.70M | 0.04% | +4,457+19.5% | Added |
| Mizuho Securities USA LLC | 27,282 | $2.70M | 0.06% | +27,282 | New |
| Ieq Capital, LLC | 27,607 | $2.73M | 0.02% | +21,360+341.9% | Added |
| Quest Partners LLC | 28,443 | $2.82M | 0.28% | −4,564−13.8% | Reduced |
| Lecap Asset Management Ltd | 28,627 | $2.83M | 1.00% | +28,627 | New |
| Arlington Partners LLC | 29,022 | $2.87M | 1.06% | −15,465−34.8% | Reduced |
| LRI Investments, LLC | 29,129 | $2.88M | 0.25% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 29,452 | $2.92M | 0.61% | +29,452 | New |
| Cambridge Investment Research Advisors, Inc. | 29,640 | $2.94M | 0.01% | −2,033−6.4% | Reduced |
| Public Sector Pension Investment Board | 29,879 | $2.96M | 0.01% | −23,688−44.2% | Reduced |
| Roundview Capital LLC | 29,996 | $2.97M | 0.20% | +638+2.2% | Added |
| Canada Post Corp Registered Pension Plan | 30,101 | $2.98M | 0.18% | +30,101 | New |
| XTX Topco Ltd | 30,491 | $3.02M | 0.13% | +3,240+11.9% | Added |
| Oxbow Advisors, LLC | 30,532 | $3.02M | 0.33% | +30,532 | New |
| Liberty Capital Management, Inc. | 31,143 | $3.08M | 0.62% | +3,991+14.7% | Added |
| Shelter Mutual Insurance Co | 31,200 | $3.09M | 0.72% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 31,246 | $3.09M | 0.03% | +396+1.3% | Added |
| Baird Financial Group, Inc. | 32,245 | $3.19M | 0.01% | +2,132+7.1% | Added |
| Circle Wealth Management, LLC | 32,510 | $3.22M | 0.07% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 32,759 | $3.24M | 0.01% | −26,553−44.8% | Reduced |
| Threadgill Financial, LLC | 33,472 | $3.25M | 1.74% | −93−0.3% | Reduced |
| Fiduciary Trust Co | 33,057 | $3.27M | 0.04% | −5,328−13.9% | Reduced |
| NEOS Investment Management LLC | 33,543 | $3.32M | 0.04% | +7,132+27.0% | Added |
| Occudo Quantitative Strategies LP | 33,644 | $3.33M | 0.37% | +33,644 | New |
| Allworth Financial LP | 33,805 | $3.35M | 0.02% | +1,447+4.5% | Added |
| Oregon Public Employees Retirement Fund | 34,097 | $3.38M | 0.06% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 34,133 | $3.38M | 0.10% | −217−0.6% | Reduced |
| Avanza Fonder AB | 34,728 | $3.44M | 0.10% | 00.0% | Unchanged |
| Regions Financial Corp | 34,970 | $3.46M | 0.02% | −1,634−4.5% | Reduced |
| QRG Capital Management, Inc. | 35,014 | $3.47M | 0.03% | −6,090−14.8% | Reduced |
| Richard Bernstein Advisors LLC | 35,355 | $3.50M | 0.09% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 35,630 | $3.53M | 0.01% | +6,019+20.3% | Added |
| Hudson Bay Capital Management LP | 36,089 | $3.57M | 0.02% | −22,187−38.1% | Reduced |
| Wealthfront Advisers LLC | 36,133 | $3.58M | 0.01% | −7,173−16.6% | Reduced |
| Banco Santander, S.A. | 36,683 | $3.63M | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 37,406 | $3.70M | 0.00% | +2,215+6.3% | Added |
| Agf Management Ltd | 37,802 | $3.74M | 0.02% | +4,338+13.0% | Added |
| Wesleyan Assurance Society | 38,100 | $3.77M | 0.24% | 00.0% | Unchanged |
| Colony Group, LLC | 38,084 | $3.77M | 0.01% | +2,117+5.9% | Added |
| Spirepoint Private Client, LLC | 38,931 | $3.85M | 0.44% | +1,427+3.8% | Added |
| Sciencast Management LP | 39,527 | $3.91M | 0.81% | +4,606+13.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 39,544 | $3.92M | 0.04% | +4,738+13.6% | Added |
| First Manhattan Co | 39,896 | $3.95M | 0.01% | −653−1.6% | Reduced |
| Cubist Systematic Strategies, LLC | 40,000 | $3.96M | 0.04% | +40,000 | New |
| Evoke Wealth, LLC | 40,111 | $3.97M | 0.09% | −1,014−2.5% | Reduced |
| Scotia Capital Inc. | 40,436 | $4.00M | 0.02% | −6,337−13.5% | Reduced |
| Brookstone Capital Management | 40,879 | $4.05M | 0.05% | +609+1.5% | Added |
| Alps Advisors Inc | 41,293 | $4.09M | 0.02% | −207−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 42,468 | $4.21M | 0.03% | −630−1.5% | Reduced |
| Cetera Investment Advisers | 42,621 | $4.22M | 0.01% | −79−0.2% | Reduced |
| Davis-Rea Ltd. | 42,975 | $4.26M | 1.06% | −32−0.1% | Reduced |
| Brown Shipley& Co Ltd | 43,543 | $4.31M | 2.37% | −645−1.5% | Reduced |
| OP Asset Management Ltd | 43,665 | $4.32M | 0.06% | −169−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 43,855 | $4.34M | 0.15% | −261−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 44,048 | $4.36M | 0.01% | −2,140−4.6% | Reduced |
| State of Alaska, Department of Revenue | 44,286 | $4.38M | 0.05% | −2,140−4.6% | Reduced |
| Farmers & Merchants Investments Inc | 44,345 | $4.39M | 0.13% | +2,861+6.9% | Added |
| Swiss Life Asset Management Ltd | 44,421 | $4.40M | 0.03% | +10,175+29.7% | Added |
| Mercer Global Advisors Inc | 44,938 | $4.45M | 0.01% | +128+0.3% | Added |
| Pacer Advisors, Inc. | 45,012 | $4.46M | 0.01% | −1,218−2.6% | Reduced |
| Truist Financial Corp | 45,250 | $4.48M | 0.01% | −3,112−6.4% | Reduced |
| Mutual of America Capital Management LLC | 45,272 | $4.48M | 0.05% | −849−1.8% | Reduced |
| Brinker Capital Investments, LLC | 45,280 | $4.48M | 0.04% | +1,232+2.8% | Added |
| Bank of Nova Scotia | 45,302 | $4.49M | 0.01% | +710+1.6% | Added |
| JustInvest LLC | 45,528 | $4.52M | 0.05% | +902+2.0% | Added |
| Aigen Investment Management, LP | 46,150 | $4.57M | 0.63% | +46,150 | New |
| Janney Montgomery Scott LLC | 47,319 | $4.69M | 0.01% | −6,188−11.6% | Reduced |
| Kanawha Capital Management LLC | 47,780 | $4.73M | 0.35% | −1,909−3.8% | Reduced |
| Prudential PLC | 47,887 | $4.74M | 0.03% | +40,778+573.6% | Added |
| Cohen Capital Management, Inc. | 47,996 | $4.75M | 0.77% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 48,412 | $4.79M | 0.00% | −2,246−4.4% | Reduced |
| Lifeworks Advisors, LLC | 48,449 | $4.80M | 0.72% | −7,666−13.7% | Reduced |
| Voleon Capital Management LP | 48,580 | $4.81M | 0.26% | +34,919+255.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 48,624 | $4.81M | 0.02% | −17,777−26.8% | Reduced |
| Pathstone Holdings, LLC | 48,681 | $4.82M | 0.02% | −30,377−38.4% | Reduced |
| EFG Asset Management (Americas) Corp. | 48,837 | $4.84M | 0.89% | +4,432+10.0% | Added |
| Aviso Financial Inc. | 49,257 | $4.88M | 0.22% | +613+1.3% | Added |
| Nissay Asset Management Corp | 49,286 | $4.88M | 0.03% | +741+1.5% | Added |
| Ipswich Investment Management Co., Inc. | 49,286 | $4.88M | 1.18% | −165−0.3% | Reduced |
| William Allan, LLC | 49,443 | $4.90M | 2.85% | +225+0.5% | Added |
| CIBC World Markets Corp | 49,703 | $4.92M | 0.03% | +1,740+3.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,066 | $4.96M | 0.04% | +5,200+11.6% | Added |
| Financial Advisors Network, Inc. | 50,386 | $4.99M | 0.75% | +2,478+5.2% | Added |
| Gateway Investment Advisers LLC | 50,670 | $5.02M | 0.05% | −20.0% | Reduced |
| Public Employees Retirement Association of Colorado | 50,814 | $5.03M | 0.02% | −219−0.4% | Reduced |
| Ethic Inc. | 51,857 | $5.06M | 0.09% | −16,545−24.2% | Reduced |
| Groupe la Francaise | 51,666 | $5.09M | 0.08% | +8,248+19.0% | Added |
| O'Shaughnessy Asset Management, LLC | 52,064 | $5.16M | 0.04% | −5,198−9.1% | Reduced |
| Nebula Research & Development LLC | 52,423 | $5.19M | 0.44% | +37,334+247.4% | Added |