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 |
|---|---|---|---|---|---|
| Chesapeake Asset Management LLC | 397 | $39.3K | 0.04% | −5−1.2% | Reduced |
| TFC Financial Management | 399 | $39.5K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $39.6K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 400 | $39.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 402 | $39.8K | 0.00% | −21−5.0% | Reduced |
| MTM Investment Management, LLC | 408 | $40.4K | 0.01% | +408 | New |
| Financial Network Wealth Advisors LLC | 414 | $41.0K | 0.05% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 424 | $42.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 432 | $42.0K | 0.01% | +7+1.6% | Added |
| Ransom Advisory, Ltd | 436 | $43.2K | 0.02% | −25−5.4% | Reduced |
| First Community Trust NA | 436 | $43.2K | 0.04% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 443 | $43.9K | 0.07% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 444 | $44.0K | 0.01% | −169−27.6% | Reduced |
| First Command Advisory Services, Inc. | 448 | $44.4K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 450 | $44.6K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 450 | $44.6K | 0.01% | +450 | New |
| Boreal Capital Management LLC | 450 | $44.6K | 0.04% | +450 | New |
| JNBA Financial Advisors | 454 | $45.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 475 | $47.0K | 0.02% | −100−17.4% | Reduced |
| Creative Financial Designs Inc | 481 | $47.6K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 500 | $49.5K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 504 | $49.9K | 0.02% | +2+0.4% | Added |
| Quaker Wealth Management, LLC | 505 | $50.0K | 0.02% | +505 | New |
| Monetary Management Group Inc | 509 | $50.4K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 515 | $51.0K | 0.04% | −85−14.2% | Reduced |
| Beacon Capital Management, LLC | 517 | $51.1K | 0.01% | +1+0.2% | Added |
| Hilltop National Bank | 518 | $51.3K | 0.01% | +518 | New |
| Capital Advisors, Ltd. LLC | 533 | $53.0K | 0.01% | +61+12.9% | Added |
| Bullock Wealth Management Group | 528 | $53.1K | 0.03% | −31−5.5% | Reduced |
| Sawyer & Company, Inc | 750 | $53.7K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 558 | $55.3K | 0.02% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 562 | $55.6K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 577 | $57.1K | 0.00% | −57−9.0% | Reduced |
| Key Financial Inc | 583 | $57.7K | 0.01% | −52−8.2% | Reduced |
| Quarry LP | 588 | $58.2K | 0.01% | −4,690−88.9% | Reduced |
| Abound Wealth Management | 590 | $58.4K | 0.02% | +3+0.5% | Added |
| Evelyn Partners Asset Management Ltd | 599 | $59.3K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 620 | $61.4K | 0.02% | +591+2,037.9% | Added |
| CoreFirst Bank & Trust | 623 | $61.7K | 0.03% | +623 | New |
| Acima Private Wealth, LLC | 650 | $64.4K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 663 | $65.7K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 676 | $66.9K | 0.02% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 682 | $67.5K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 691 | $68.4K | 0.00% | −52−7.0% | Reduced |
| Strengthening Families & Communities, LLC | 702 | $69.5K | 0.04% | 00.0% | Unchanged |
| Oakmont Corp | 705 | $69.8K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 710 | $70.3K | 0.01% | −30−4.1% | Reduced |
| Bellevue Asset Management, LLC | 716 | $70.9K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 731 | $72.0K | 0.00% | +384+110.7% | Added |
| Pacifica Partners Inc. | 741 | $72.3K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 734 | $72.7K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 741 | $73.4K | 0.03% | +741 | New |
| ESL Trust Services, LLC | 750 | $74.3K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 757 | $74.9K | 0.00% | +757 | New |
| City State Bank | 757 | $75.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 776 | $76.8K | 0.02% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 800 | $79.2K | 0.00% | +100+14.3% | Added |
| Costello Asset Management, INC | 800 | $79.2K | 0.03% | +31+4.0% | Added |
| Rise Advisors, LLC | 802 | $79.4K | 0.03% | +73+10.0% | Added |
| Atlantic Trust, LLC | 805 | $79.7K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 811 | $80.3K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 814 | $80.6K | 0.00% | −5−0.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 822 | $81.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 822 | $81.4K | 0.07% | −15−1.8% | Reduced |
| Evermay Wealth Management LLC | 822 | $81.4K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 833 | $82.5K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 862 | $85.4K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 866 | $85.8K | 0.01% | +38+4.6% | Added |
| Exchange Traded Concepts, LLC | 873 | $86.4K | 0.00% | −225−20.5% | Reduced |
| Valley National Advisers Inc | 921 | $90.0K | 0.01% | +88+10.6% | Added |
| Point72 (DIFC) Ltd | 926 | $91.7K | 0.01% | +926 | New |
| Grove Bank & Trust | 958 | $94.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 971 | $96.1K | 0.01% | +1+0.1% | Added |
| Estabrook Capital Management | 982 | $97.2K | 0.01% | −164−14.3% | Reduced |
| Capital Analysts, LLC | 988 | $98.0K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,011 | $100.1K | 0.02% | −18−1.7% | Reduced |
| PEAK6 LLC | 1,024 | $101.4K | 0.00% | +1,024 | New |
| Gen-Wealth Partners Inc | 1,025 | $101.5K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,033 | $102.3K | 0.00% | +605+141.4% | Added |
| Mount Yale Investment Advisors, LLC | 1,034 | $102.4K | 0.01% | +1,034 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,041 | $103.1K | 0.03% | 00.0% | Unchanged |
| Onefund, LLC | 1,064 | $105.0K | 0.08% | +1,064 | New |
| Ulland Investment Advisors, LLC | 1,071 | $106.0K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 1,082 | $107.0K | 0.06% | −201−15.7% | Reduced |
| Hanson & Doremus Investment Management | 1,097 | $109.0K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 1,112 | $110.1K | 0.11% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 1,168 | $115.7K | 0.01% | +1,168 | New |
| Evelyn Partners Investment Management LLP | 1,172 | $116.1K | 0.00% | −214−15.4% | Reduced |
| Anchor Investment Management, LLC | 1,213 | $120.1K | 0.01% | −202−14.3% | Reduced |
| Stephenson National Bank & Trust | 1,261 | $124.9K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,266 | $125.4K | 0.06% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,272 | $126.0K | 0.01% | +100+8.5% | Added |
| Cromwell Holdings LLC | 1,282 | $126.9K | 0.08% | +47+3.8% | Added |
| Wealth Preservation Advisors, LLC | 1,291 | $127.8K | 0.08% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,318 | $130.5K | 0.01% | −275−17.3% | Reduced |
| CVA Family Office, LLC | 1,333 | $132.0K | 0.02% | −35−2.6% | Reduced |
| Parkside Financial Bank & Trust | 1,339 | $132.6K | 0.01% | +510+61.5% | Added |
| AllSquare Wealth Management LLC | 1,350 | $133.7K | 0.08% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,364 | $135.1K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,366 | $135.3K | 0.01% | 00.0% | Unchanged |