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 |
|---|---|---|---|---|---|
| Resources Management Corp | 1,380 | $137.0K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,434 | $140.0K | 0.01% | −681−32.2% | Reduced |
| Spire Wealth Management | 1,419 | $140.5K | 0.01% | +188+15.3% | Added |
| Ronald Blue Trust, Inc. | 1,431 | $141.7K | 0.00% | −1,024−41.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,431 | $142.0K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,590 | $157.4K | 0.04% | +25+1.6% | Added |
| SRS Capital Advisors, Inc. | 1,596 | $158.0K | 0.01% | −128−7.4% | Reduced |
| Citizens National Bank Trust Department | 1,610 | $159.4K | 0.03% | −346−17.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,628 | $161.2K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,643 | $162.7K | 0.06% | −280−14.6% | Reduced |
| Smithfield Trust Co | 1,660 | $164.0K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,668 | $165.1K | 0.01% | +1,668 | New |
| First Financial Corp | 1,672 | $165.6K | 0.07% | −4−0.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,729 | $171.2K | 0.08% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 180,414 | $180.4K | 0.14% | +178,592+9,802.0% | Added |
| North Star Investment Management Corp. | 1,832 | $181.4K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,850 | $183.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,866 | $184.8K | 0.02% | −152−7.5% | Reduced |
| Lazard Asset Management LLC | 1,886 | $186.0K | 0.00% | −9,113−82.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,910 | $189.1K | 0.09% | +19+1.0% | Added |
| Institute for Wealth Management, LLC. | 2,020 | $200.0K | 0.02% | −22−1.1% | Reduced |
| Court Place Advisors, LLC | 2,022 | $200.2K | 0.06% | −50−2.4% | Reduced |
| PDS Planning, Inc | 2,027 | $200.7K | 0.01% | +68+3.5% | Added |
| GM Advisory Group, Inc. | 2,038 | $201.8K | 0.01% | +2,038 | New |
| Tyche Wealth Partners LLC | 2,055 | $203.5K | 0.04% | −150−6.8% | Reduced |
| Arrow Financial Corp | 2,075 | $205.5K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,092 | $207.2K | 0.06% | −45−2.1% | Reduced |
| Geneos Wealth Management Inc. | 2,097 | $207.6K | 0.01% | +583+38.5% | Added |
| NewEdge Wealth, LLC | 2,378 | $207.7K | 0.00% | +2,378 | New |
| Berkshire Money Management, Inc. | 2,100 | $207.9K | 0.02% | +100+5.0% | Added |
| Boothbay Fund Management, LLC | 2,103 | $208.2K | 0.01% | +2,103 | New |
| Kingswood Wealth Advisors, LLC | 2,103 | $208.3K | 0.02% | −47−2.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,121 | $210.0K | 0.03% | +2,121 | New |
| Old National Bancorp | 2,127 | $210.6K | 0.00% | −597−21.9% | Reduced |
| Ascent Group, LLC | 2,127 | $210.6K | 0.01% | −15−0.7% | Reduced |
| Mairs & Power Inc | 2,128 | $210.7K | 0.00% | −76−3.4% | Reduced |
| Pure Financial Advisors, Inc. | 2,132 | $211.1K | 0.00% | +181+9.3% | Added |
| Pavion Blue Capital, LLC | 2,151 | $213.0K | 0.09% | 00.0% | Unchanged |
| Montis Financial, LLC | 2,156 | $213.5K | 0.06% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,160 | $213.9K | 0.04% | −5−0.2% | Reduced |
| Harbour Investments, Inc. | 2,164 | $214.3K | 0.01% | −46−2.1% | Reduced |
| Penserra Capital Management LLC | 2,174 | $215.0K | 0.00% | −8,176−79.0% | Reduced |
| Naples Global Advisors, LLC | 2,176 | $215.5K | 0.02% | −107−4.7% | Reduced |
| MEMBERS Trust Co | 2,179 | $215.8K | 0.01% | −477−18.0% | Reduced |
| Schnieders Capital Management LLC | 2,179 | $215.8K | 0.04% | −2,034−48.3% | Reduced |
| MJP Associates Inc | 2,183 | $216.1K | 0.03% | +45+2.1% | Added |
| Asset Dedication, LLC | 2,184 | $216.3K | 0.02% | +3+0.1% | Added |
| Full Sail Capital, LLC | 2,185 | $216.4K | 0.01% | +2,185 | New |
| Northeast Investment Management | 2,193 | $217.2K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,198 | $217.6K | 0.09% | −64−2.8% | Reduced |
| Aventura Private Wealth, LLC | 2,209 | $218.7K | 0.09% | −414−15.8% | Reduced |
| Angeles Wealth Management, LLC | 2,214 | $219.2K | 0.02% | +2,214 | New |
| First National Trust Co | 2,223 | $220.1K | 0.01% | −83−3.6% | Reduced |
| South State Corp. | 2,227 | $220.5K | 0.01% | +77+3.6% | Added |
| Sky-Mountain Capital Management, Inc. | 2,540 | $221.8K | 0.15% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,246 | $222.4K | 0.01% | −8,812−79.7% | Reduced |
| GKV Capital Management Co., Inc. | 2,250 | $222.8K | 0.10% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,261 | $223.9K | 0.56% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,267 | $224.0K | 0.01% | −21−0.9% | Reduced |
| Stock Yards Bank & Trust Co | 2,268 | $224.6K | 0.01% | +15+0.7% | Added |
| Silicon Valley Capital Partners | 2,272 | $225.0K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,288 | $226.6K | 0.01% | −753−24.8% | Reduced |
| Washington Trust Advisors, Inc. | 2,300 | $227.7K | 0.02% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 2,301 | $227.8K | 0.08% | +130+6.0% | Added |
| Colonial Trust Advisors | 2,312 | $228.9K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,320 | $229.7K | 0.01% | −380−14.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,320 | $229.7K | 0.03% | −59−2.5% | Reduced |
| Childress Capital Advisors, LLC | 2,333 | $231.0K | 0.06% | +77+3.4% | Added |
| First Horizon Advisors, Inc. | 2,332 | $231.0K | 0.01% | +300+14.8% | Added |
| LMCG Investments, LLC | 2,341 | $231.8K | 0.01% | 00.0% | Unchanged |
| Sentry LLC | 2,341 | $231.8K | 0.05% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,343 | $232.0K | 0.05% | +63+2.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,353 | $233.0K | 0.01% | −3,695−61.1% | Reduced |
| Capital Advantage, Inc. | 2,354 | $233.1K | 0.04% | −20−0.8% | Reduced |
| Washington Trust Co | 2,356 | $233.3K | 0.01% | −502−17.6% | Reduced |
| MSH Capital Advisors LLC | 2,362 | $233.9K | 0.07% | +122+5.4% | Added |
| Patton Fund Management, Inc. | 2,369 | $234.6K | 0.05% | +2,369 | New |
| Intrua Financial, LLC | 2,383 | $236.0K | 0.03% | −293−10.9% | Reduced |
| Donaldson Capital Management, LLC | 2,388 | $236.5K | 0.01% | −202−7.8% | Reduced |
| Proficio Capital Partners LLC | 2,392 | $236.9K | 0.01% | +273+12.9% | Added |
| Leavell Investment Management, Inc. | 2,402 | $237.8K | 0.01% | −44−1.8% | Reduced |
| Claret Asset Management Corp | 2,408 | $238.0K | 0.03% | – | – |
| Parcion Private Wealth LLC | 2,411 | $238.7K | 0.02% | +2,411 | New |
| Abn Amro Investment Solutions | 2,413 | $238.9K | 0.00% | −28,162−92.1% | Reduced |
| Farmers Trust Co | 2,417 | $239.3K | 0.04% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 2,418 | $239.4K | 0.01% | +82+3.5% | Added |
| Wealthspire Advisors, LLC | 2,425 | $240.1K | 0.00% | +201+9.0% | Added |
| Sky Investment Group LLC | 2,434 | $241.0K | 0.04% | −2−0.1% | Reduced |
| 111 Capital | 2,440 | $241.6K | 0.04% | +2,440 | New |
| Mountain Pacific Investment Advisers Inc | 2,455 | $243.1K | 0.02% | −235−8.7% | Reduced |
| Skopos Labs, Inc. | 2,456 | $243.1K | 0.03% | +274+12.6% | Added |
| Lowe Brockenbrough & Co Inc | 2,462 | $243.8K | 0.01% | +2,462 | New |
| Manning & Napier Advisors LLC | 2,464 | $244.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 2,473 | $244.9K | 0.04% | +2,473 | New |
| Lombard Odier Asset Management (USA) Corp | 2,475 | $245.1K | 0.06% | +2,475 | New |
| Equitable Holdings, Inc. | 2,497 | $247.3K | 0.00% | −61−2.4% | Reduced |
| Alberta Investment Management Corp | 2,500 | $247.6K | 0.00% | −171,771−98.6% | Reduced |
| Chemung Canal Trust Co | 2,500 | $247.6K | 0.05% | −526−17.4% | Reduced |
| GHP Investment Advisors, Inc. | 2,500 | $247.6K | 0.01% | −109−4.2% | Reduced |
| Great Valley Advisor Group, Inc. | 2,501 | $247.7K | 0.01% | −85−3.3% | Reduced |