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 |
|---|---|---|---|---|---|
| Family CFO Inc | 93 | $9.21K | 0.00% | +93 | New |
| Kayne Anderson Rudnick Investment Management LLC | 96 | $9.51K | 0.00% | +4+4.3% | Added |
| Duncker Streett & Co Inc | 97 | $9.61K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 97 | $9.61K | 0.00% | −62−39.0% | Reduced |
| Global Wealth Strategies & Associates | 100 | $9.90K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 100 | $9.90K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $9.90K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $9.90K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 103 | $10.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 101 | $10.0K | 0.00% | −1,002−90.8% | Reduced |
| NVWM, LLC | 104 | $10.3K | 0.00% | +94+940.0% | Added |
| True Wealth Design, LLC | 106 | $10.5K | 0.00% | +9+9.3% | Added |
| Rosenberg Matthew Hamilton | 107 | $10.6K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 107 | $10.6K | 0.01% | +107 | New |
| Sunbelt Securities, Inc. | 115 | $10.7K | 0.00% | −15−11.5% | Reduced |
| CGC Financial Services, LLC | 110 | $10.9K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 110 | $10.9K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 110 | $10.9K | 0.01% | +110 | New |
| Traub Capital Management LLC | 111 | $11.0K | 0.01% | +111 | New |
| PrairieView Partners, LLC | 113 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 107 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 118 | $11.7K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 137 | $12.1K | 0.00% | +137 | New |
| TruNorth Capital Management, LLC | 122 | $12.1K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 128 | $12.7K | 0.00% | −49−27.7% | Reduced |
| Armstrong Advisory Group, Inc | 138 | $13.7K | 0.00% | −117−45.9% | Reduced |
| Private Wealth Management Group, LLC | 138 | $13.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 139 | $13.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 140 | $13.9K | 0.00% | +15+12.0% | Added |
| Edmond de Rothschild Holding S.A. | 150 | $14.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 154 | $15.2K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 161 | $15.9K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 162 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 166 | $16.5K | 0.00% | +5+3.1% | Added |
| Tompkins Financial Corp | 167 | $16.5K | 0.00% | −19−10.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 167 | $16.5K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 168 | $16.6K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 169 | $16.7K | 0.01% | +100+144.9% | Added |
| Westside Investment Management, Inc. | 168 | $16.9K | 0.00% | +168 | New |
| Cedar Mountain Advisors, LLC | 173 | $17.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 180 | $17.8K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 181 | $17.9K | 0.01% | 00.0% | Unchanged |
| Winnow Wealth LLC | 181 | $17.9K | 0.01% | +168+1,292.3% | Added |
| NBC Securities, Inc. | 198 | $19.0K | 0.00% | −50−20.2% | Reduced |
| Hara Capital LLC | 195 | $19.3K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 198 | $19.6K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $19.8K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $19.8K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 198 | $19.9K | 0.00% | +117+144.4% | Added |
| Birchbrook, Inc. | 212 | $21.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 215 | $21.3K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 217 | $21.5K | 0.02% | −375−63.3% | Reduced |
| Whipplewood Advisors, LLC | 226 | $22.4K | 0.01% | −71−23.9% | Reduced |
| DT Investment Partners, LLC | 227 | $22.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 230 | $22.8K | 0.00% | −100−30.3% | Reduced |
| Riverview Trust Co | 230 | $22.8K | 0.03% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $22.8K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 232 | $23.0K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 235 | $23.3K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 235 | $23.3K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 235 | $23.3K | 0.00% | +215+1,075.0% | Added |
| Riggs Asset Managment Co. Inc. | 241 | $23.9K | 0.01% | +42+21.1% | Added |
| Consultiva Wealth Management, Corp. | 245 | $24.3K | 0.07% | 00.0% | Unchanged |
| Concord Wealth Partners | 250 | $24.8K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 250 | $24.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 260 | $26.0K | 0.00% | +26+11.1% | Added |
| Archer Investment Corp | 263 | $26.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 265 | $26.2K | 0.01% | +265 | New |
| SJS Investment Consulting Inc. | 265 | $26.3K | 0.00% | −16−5.7% | Reduced |
| Transce3nd, LLC | 266 | $26.3K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 275 | $27.2K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 275 | $27.2K | 0.02% | 00.0% | Unchanged |
| North Capital, Inc. | 278 | $27.5K | 0.02% | −373−57.3% | Reduced |
| Mascoma Wealth Management LLC | 279 | $27.6K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 295 | $29.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 300 | $29.7K | 0.01% | −102−25.4% | Reduced |
| Old Second National Bank of Aurora | 300 | $29.7K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 300 | $29.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 303 | $30.0K | 0.01% | +11+3.8% | Added |
| Newbridge Financial Services Group, Inc. | 311 | $30.8K | 0.00% | +38+13.9% | Added |
| Plante Moran Financial Advisors, LLC | 313 | $31.0K | 0.00% | +62+24.7% | Added |
| Chilton Capital Management LLC | 313 | $31.0K | 0.00% | +313 | New |
| Nemes Rush Group LLC | 314 | $31.1K | 0.00% | +135+75.4% | Added |
| Intelligent Financial Strategies | 316 | $31.3K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 322 | $31.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 322 | $31.9K | 0.01% | 00.0% | Unchanged |
| Motco | 378 | $32.4K | 0.00% | −109−22.4% | Reduced |
| Loomis Sayles & Co L P | 330 | $32.7K | 0.00% | −58−14.9% | Reduced |
| American Capital Advisory, LLC | 349 | $34.6K | 0.02% | +9+2.6% | Added |
| Paladin Advisory Group, LLC | 353 | $35.0K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 355 | $35.2K | 0.00% | −41−10.4% | Reduced |
| Union Savings Bank | 411 | $35.2K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 368 | $36.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 368 | $36.4K | 0.01% | +46+14.3% | Added |
| Zions Bancorporation, National Association | 369 | $36.5K | 0.00% | −336−47.7% | Reduced |
| Truvestments Capital LLC | 371 | $36.7K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 375 | $37.1K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 395 | $39.2K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 396 | $39.2K | 0.00% | 00.0% | Unchanged |