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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 2,511 | $248.6K | 0.01% | −237−8.6% | Reduced |
| Sterling Financial Planning, Inc. | 2,513 | $248.8K | 0.08% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,525 | $250.0K | 0.03% | −588−18.9% | Reduced |
| Keynote Financial Services LLC | 2,532 | $250.7K | 0.17% | −443−14.9% | Reduced |
| Founders Capital Management, LLC | 2,537 | $251.2K | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,540 | $251.3K | 0.00% | +2,540 | New |
| Prospera Financial Services Inc | 2,551 | $253.1K | 0.00% | +108+4.4% | Added |
| SeaCrest Wealth Management, LLC | 2,558 | $253.3K | 0.03% | −20−0.8% | Reduced |
| Flputnam Investment Management Co | 2,563 | $253.8K | 0.00% | −20−0.8% | Reduced |
| Courier Capital LLC | 2,566 | $254.1K | 0.02% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 2,575 | $255.0K | 0.06% | +121+4.9% | Added |
| Dynamic Advisor Solutions LLC | 2,582 | $255.7K | 0.01% | −115−4.3% | Reduced |
| Sapient Capital LLC | 2,583 | $255.8K | 0.00% | −7−0.3% | Reduced |
| Douglas Lane & Associates, LLC | 2,588 | $256.3K | 0.00% | −166−6.0% | Reduced |
| Mission Wealth Management, LP | 2,607 | $258.2K | 0.01% | +22+0.9% | Added |
| Stonebridge Capital Advisors LLC | 2,643 | $261.7K | 0.02% | −95−3.5% | Reduced |
| AlphaCore Capital LLC | 2,644 | $261.8K | 0.01% | +2,644 | New |
| Mengis Capital Management, Inc. | 2,650 | $262.4K | 0.06% | +2,650 | New |
| Colonial Trust Co | 2,655 | $262.9K | 0.04% | −10−0.4% | Reduced |
| Howard Capital Management Inc. | 2,662 | $263.6K | 0.00% | +285+12.0% | Added |
| Evergreen Capital Management LLC | 2,667 | $264.1K | 0.01% | +159+6.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,668 | $264.2K | 0.01% | −680−20.3% | Reduced |
| Laurel Wealth Advisors LLC | 2,668 | $264.2K | 0.04% | +138+5.5% | Added |
| Cobblestone Capital Advisors LLC | 2,673 | $264.7K | 0.01% | +189+7.6% | Added |
| Charter Oak Capital Management, LLC | 2,676 | $264.9K | 0.02% | +157+6.2% | Added |
| Spinnaker Trust | 2,690 | $266.4K | 0.02% | 00.0% | Unchanged |
| Dover Advisors, LLC | 2,702 | $267.6K | 0.12% | −235−8.0% | Reduced |
| Change Path, LLC | 2,747 | $272.0K | 0.01% | −22−0.8% | Reduced |
| Sentinel Trust Co Lba | 2,752 | $273.0K | 0.03% | −2−0.1% | Reduced |
| Blueshift Asset Management, LLC | 2,759 | $273.2K | 0.08% | +2,759 | New |
| Bard Financial Services, Inc. | 2,765 | $273.8K | 0.03% | −285−9.3% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $273.8K | 0.22% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,770 | $274.2K | 0.10% | +2+0.1% | Added |
| Miracle Mile Advisors, LLC | 2,778 | $275.1K | 0.00% | +54+2.0% | Added |
| Forbes J M & Co LLP | 2,781 | $275.4K | 0.03% | −23−0.8% | Reduced |
| CWA Asset Management Group, LLC | 2,789 | $276.1K | 0.01% | +252+9.9% | Added |
| New England Capital Financial Advisors LLC | 2,793 | $276.6K | 0.13% | +8+0.3% | Added |
| Adviser Investments LLC | 2,802 | $277.4K | 0.00% | −10.0% | Reduced |
| Ancora Advisors, LLC | 2,806 | $277.9K | 0.01% | +37+1.3% | Added |
| Coldstream Capital Management Inc | 2,814 | $278.6K | 0.00% | −53−1.8% | Reduced |
| S.A. Mason LLC | 2,817 | $278.9K | 0.13% | −66−2.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,838 | $281.0K | 0.02% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 2,839 | $281.2K | 0.02% | −3,628−56.1% | Reduced |
| Riverwater Partners LLC | 2,843 | $281.5K | 0.13% | −42−1.5% | Reduced |
| Aull & Monroe Investment Management Corp | 2,845 | $281.7K | 0.15% | −1,325−31.8% | Reduced |
| Flagship Harbor Advisors, LLC | 2,845 | $281.7K | 0.01% | −129−4.3% | Reduced |
| Cypress Advisory Group LLC | 2,850 | $282.2K | 0.22% | −50−1.7% | Reduced |
| Reuter James Wealth Management, LLC | 2,853 | $282.5K | 0.04% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 2,856 | $282.8K | 0.03% | −1,080−27.4% | Reduced |
| We Are One Seven, LLC | 2,878 | $285.0K | 0.01% | +2,878 | New |
| Great Lakes Advisors, LLC | 2,893 | $286.5K | 0.00% | +165+6.0% | Added |
| Fortress Private Ledger, LLC | 2,902 | $287.3K | 0.13% | +889+44.2% | Added |
| LCM Capital Management Inc | 2,904 | $287.6K | 0.15% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,909 | $288.0K | 0.01% | +2+0.1% | Added |
| Signature Wealth Management Partners, LLC | 2,910 | $288.1K | 0.16% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,911 | $288.2K | 0.15% | +49+1.7% | Added |
| Chicago Trust Co NA | 2,919 | $289.0K | 0.04% | −29−1.0% | Reduced |
| McDonald Partners LLC | 2,947 | $291.9K | 0.07% | −5−0.2% | Reduced |
| Pitcairn Co | 2,971 | $294.2K | 0.02% | −1,455−32.9% | Reduced |
| First Citizens Bank & Trust Co | 2,978 | $294.9K | 0.01% | −361−10.8% | Reduced |
| Sage Mountain Advisors LLC | 2,984 | $295.5K | 0.02% | +2,984 | New |
| Meridian Wealth Management, LLC | 2,984 | $295.5K | 0.01% | −44−1.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,991 | $296.2K | 0.06% | +89+3.1% | Added |
| Farther Finance Advisors, LLC | 2,996 | $296.7K | 0.01% | +151+5.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,000 | $297.0K | 0.15% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,000 | $297.0K | 0.12% | 00.0% | Unchanged |
| Systematic Financial Management LP | 3,000 | $297.1K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $297.1K | 0.04% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $297.1K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 3,017 | $298.7K | 0.10% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,019 | $298.9K | 0.01% | +290+10.6% | Added |
| Ramirez Asset Management, Inc. | 3,021 | $299.1K | 0.05% | −50−1.6% | Reduced |
| General Partner, Inc. | 3,029 | $299.9K | 0.18% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,036 | $300.6K | 0.04% | +55+1.8% | Added |
| Massmutual Trust Co FSB | 3,044 | $301.4K | 0.01% | +79+2.7% | Added |
| Tritonpoint Wealth, LLC | 3,046 | $301.6K | 0.03% | −198−6.1% | Reduced |
| Boyd Watterson Asset Management LLC | 3,050 | $302.0K | 0.10% | −51−1.6% | Reduced |
| Sagespring Wealth Partners, LLC | 3,059 | $302.9K | 0.01% | +93+3.1% | Added |
| Haverford Trust Co | 3,063 | $303.3K | 0.00% | +1,010+49.2% | Added |
| Forum Financial Management, LP | 3,066 | $303.6K | 0.00% | +111+3.8% | Added |
| Citizens Financial Group Inc | 3,070 | $304.0K | 0.00% | +289+10.4% | Added |
| Fidelis Capital Partners, LLC | 3,501 | $304.5K | 0.03% | +15+0.4% | Added |
| Sanders Morris Harris LLC | 3,087 | $305.7K | 0.07% | +3,087 | New |
| Assetmark, Inc | 3,105 | $307.4K | 0.00% | +2,052+194.9% | Added |
| Country Club Bank | 3,152 | $307.6K | 0.02% | −75−2.3% | Reduced |
| Founders Financial Securities LLC | 3,107 | $307.7K | 0.02% | +15+0.5% | Added |
| J. L. Bainbridge & Co., Inc. | 3,110 | $307.9K | 0.03% | +27+0.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,112 | $308.0K | 0.01% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,124 | $309.3K | 0.13% | −35−1.1% | Reduced |
| Essex Savings Bank | 3,135 | $310.4K | 0.07% | −308−8.9% | Reduced |
| Great Diamond Partners, LLC | 3,147 | $311.6K | 0.07% | +3,147 | New |
| Simplex Trading, LLC | 3,151 | $312.0K | 0.01% | +3,151 | New |
| First Affirmative Financial Network | 3,163 | $313.2K | 0.16% | +17+0.5% | Added |
| BSW Wealth Partners | 3,202 | $317.1K | 0.04% | −580−15.3% | Reduced |
| Crestwood Advisors Group LLC | 3,218 | $318.6K | 0.01% | −44−1.3% | Reduced |
| IHT Wealth Management, LLC | 3,221 | $319.0K | 0.01% | −1,470−31.3% | Reduced |
| Invesco, LLC | 3,222 | $319.0K | 0.12% | −30−0.9% | Reduced |
| Independent Financial Group, LLC | 3,243 | $321.1K | 0.01% | +395+13.9% | Added |
| TCTC Holdings, LLC | 3,249 | $321.7K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 3,252 | $322.0K | 0.01% | +400+14.0% | Added |