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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 3,256 | $322.4K | 0.03% | +49+1.5% | Added |
| Axxcess Wealth Management, LLC | 3,264 | $323.2K | 0.01% | −32−1.0% | Reduced |
| Transcend Wealth Collective, LLC | 3,265 | $323.3K | 0.03% | +3,265 | New |
| Tower Bridge Advisors | 3,346 | $331.3K | 0.04% | 00.0% | Unchanged |
| NTV Asset Management LLC | 3,360 | $332.7K | 0.04% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,360 | $332.7K | 0.21% | +8+0.2% | Added |
| Fruth Investment Management | 3,403 | $336.0K | 0.09% | 00.0% | Unchanged |
| Farmers National Bank | 3,420 | $338.6K | 0.09% | 00.0% | Unchanged |
| Bokf, NA | 3,423 | $338.9K | 0.01% | +268+8.5% | Added |
| PFG Investments, LLC | 3,428 | $339.4K | 0.02% | +121+3.7% | Added |
| HBK Sorce Advisory LLC | 3,430 | $339.6K | 0.01% | +35+1.0% | Added |
| Boston Family Office LLC | 3,462 | $343.0K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,470 | $343.6K | 0.00% | −499−12.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,455 | $343.8K | 0.01% | +240+7.5% | Added |
| Foster & Motley Inc | 3,470 | $344.0K | 0.02% | −116−3.2% | Reduced |
| Americana Partners, LLC | 3,476 | $344.2K | 0.01% | −15−0.4% | Reduced |
| Addison Advisors LLC | 3,494 | $346.0K | 0.09% | +24+0.7% | Added |
| Menora Mivtachim Holdings Ltd. | 3,500 | $346.6K | 0.00% | −1,096,496−99.7% | Reduced |
| Chicago Partners Investment Group LLC | 3,917 | $346.6K | 0.01% | +1,207+44.5% | Added |
| Patten & Patten Inc | 3,505 | $347.1K | 0.02% | −20−0.6% | Reduced |
| Northwest Bancshares, Inc. | 3,505 | $347.1K | 0.06% | 00.0% | Unchanged |
| Strategic Planning, Inc. | 3,544 | $350.9K | 0.21% | −15−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,544 | $350.9K | 0.03% | +41+1.2% | Added |
| Bell Investment Advisors, Inc | 3,546 | $351.1K | 0.06% | −6−0.2% | Reduced |
| Vancity Investment Management Ltd | 3,566 | $353.0K | 0.04% | +565+18.8% | Added |
| Aberdeen Wealth Management LLC | 3,574 | $353.9K | 0.24% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 3,600 | $356.5K | 0.09% | −11−0.3% | Reduced |
| Global Retirement Partners, LLC | 3,652 | $361.6K | 0.01% | +3,652 | New |
| Kinneret Advisory, LLC | 3,655 | $361.9K | 0.03% | −5−0.1% | Reduced |
| Advisory Services Network, LLC | 4,226 | $362.1K | 0.01% | +1,100+35.2% | Added |
| QSV Equity Investors LLC | 3,679 | $364.3K | 0.38% | 00.0% | Unchanged |
| Rexford Capital Inc | 3,688 | $365.2K | 0.30% | +3,688 | New |
| Boston Trust Walden Corp | 3,698 | $366.2K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 3,700 | $366.4K | 0.00% | 00.0% | Unchanged |
| Baader Bank INC | 3,720 | $368.4K | 0.03% | +1,372+58.4% | Added |
| National Asset Management, Inc. | 3,730 | $369.3K | 0.02% | −2,286−38.0% | Reduced |
| Rothschild Investment LLC | 3,751 | $371.4K | 0.02% | −24−0.6% | Reduced |
| Arista Wealth Management, LLC | 3,761 | $372.4K | 0.05% | +3,761 | New |
| Robinson Smith Wealth Advisors LLC | 3,776 | $373.9K | 0.30% | −29−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,778 | $374.1K | 0.01% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 3,824 | $378.7K | 0.30% | +248+6.9% | Added |
| AE Wealth Management LLC | 3,845 | $380.7K | 0.00% | +433+12.7% | Added |
| Busey Wealth Management | 3,849 | $381.1K | 0.01% | −178−4.4% | Reduced |
| Westpac Banking Corp | 3,856 | $381.8K | 0.03% | +528+15.9% | Added |
| Shelton Capital Management | 3,863 | $382.5K | 0.01% | +1,374+55.2% | Added |
| Fiduciary Group LLC | 3,886 | $384.8K | 0.04% | −200−4.9% | Reduced |
| Cigna Investments Inc | 3,911 | $387.0K | 0.07% | −104−2.6% | Reduced |
| Rialto Wealth Management, LLC | 3,917 | $387.9K | 0.11% | +14+0.4% | Added |
| Algert Global LLC | 3,920 | $388.2K | 0.01% | +3,920 | New |
| Atwood & Palmer Inc | 3,925 | $388.7K | 0.02% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,929 | $389.0K | 0.03% | −35−0.9% | Reduced |
| Caldwell Trust Co | 3,933 | $389.4K | 0.04% | +989+33.6% | Added |
| Umb Bank N A | 3,970 | $393.1K | 0.01% | −806−16.9% | Reduced |
| CenterBook Partners LP | 3,975 | $393.6K | 0.02% | +3,975 | New |
| Trust Co of Virginia | 3,990 | $395.1K | 0.03% | −552−12.2% | Reduced |
| Corient IA LLC | 4,000 | $396.1K | 0.23% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 4,008 | $396.9K | 0.04% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 4,010 | $397.1K | 0.10% | −150−3.6% | Reduced |
| Charter Trust Co | 4,011 | $397.2K | 0.03% | −25−0.6% | Reduced |
| Resonant Capital Advisors, LLC | 4,019 | $398.0K | 0.03% | +318+8.6% | Added |
| Versant Capital Management, Inc | 4,025 | $398.6K | 0.06% | −13−0.3% | Reduced |
| Kraematon Investment Advisors, Inc | 4,034 | $399.4K | 0.38% | +10+0.2% | Added |
| Syon Capital LLC | 4,047 | $400.7K | 0.03% | +570+16.4% | Added |
| DF Dent & Co Inc | 4,093 | $405.3K | 0.01% | −6,597−61.7% | Reduced |
| Choate Investment Advisors | 4,106 | $406.6K | 0.01% | −206−4.8% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,160 | $411.9K | 0.11% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 4,168 | $412.7K | 0.01% | −742−15.1% | Reduced |
| Frank, Rimerman Advisors LLC | 4,185 | $414.4K | 0.03% | +1,699+68.3% | Added |
| United Advisor Group, LLC | 4,191 | $415.0K | 0.07% | +4,191 | New |
| Sentry Investment Management LLC | 4,172 | $416.0K | 0.23% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,205 | $416.4K | 0.01% | +2,039+94.1% | Added |
| Sovereign Financial Group, Inc. | 4,208 | $416.7K | 0.09% | −297−6.6% | Reduced |
| Beck Mack & Oliver LLC | 4,232 | $419.1K | 0.01% | −165−3.8% | Reduced |
| Verdence Capital Advisors LLC | 4,274 | $423.2K | 0.03% | −250−5.5% | Reduced |
| Drexel Morgan & Co. | 4,288 | $424.6K | 0.08% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $425.8K | 0.12% | 00.0% | Unchanged |
| CX Institutional | 4,323 | $428.0K | 0.01% | −99−2.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,325 | $428.3K | 0.03% | +197+4.8% | Added |
| Pointe Capital Management LLC | 4,326 | $428.4K | 0.22% | 00.0% | Unchanged |
| Forte Capital LLC | 4,375 | $433.2K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,392 | $434.9K | 0.04% | −984−18.3% | Reduced |
| Texas Bank & Trust Co | 4,400 | $435.7K | 0.17% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,403 | $436.0K | 0.02% | −15−0.3% | Reduced |
| Profund Advisors LLC | 4,432 | $438.9K | 0.02% | +413+10.3% | Added |
| Excalibur Management Corp | 4,435 | $439.2K | 0.16% | −90−2.0% | Reduced |
| Exencial Wealth Advisors, LLC | 4,452 | $440.8K | 0.02% | +102+2.3% | Added |
| Baker Avenue Asset Management, LP | 4,463 | $441.9K | 0.01% | −321−6.7% | Reduced |
| Gabelli Funds LLC | 4,500 | $445.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,517 | $447.3K | 0.02% | +1,467+48.1% | Added |
| Everett Harris & Co | 4,518 | $447.4K | 0.01% | −449−9.0% | Reduced |
| 1st Source Bank | 4,526 | $448.2K | 0.02% | +178+4.1% | Added |
| Private Wealth Asset Management, LLC | 4,531 | $448.7K | 0.06% | −97−2.1% | Reduced |
| Gsa Capital Partners LLP | 4,544 | $450.0K | 0.03% | +4,544 | New |
| Radnor Capital Management, LLC | 4,552 | $451.0K | 0.07% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 4,570 | $452.5K | 0.23% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,583 | $453.8K | 0.01% | +33+0.7% | Added |
| Checchi Capital Advisers, LLC | 4,600 | $455.5K | 0.03% | −483−9.5% | Reduced |
| City Holding Co | 4,605 | $456.0K | 0.06% | −62−1.3% | Reduced |
| DRW Securities, LLC | 4,668 | $462.2K | 0.03% | +4,668 | New |
| Graypoint LLC | 4,686 | $464.0K | 0.03% | +272+6.2% | Added |