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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 4,692 | $464.6K | 0.03% | −222−4.5% | Reduced |
| TD Waterhouse Canada Inc. | 4,656 | $467.7K | 0.00% | −3,219−40.9% | Reduced |
| Stephens Inc | 4,735 | $468.9K | 0.01% | +25+0.5% | Added |
| Montag A & Associates Inc | 4,749 | $470.3K | 0.02% | −200−4.0% | Reduced |
| Caxton Associates LLP | 4,774 | $472.7K | 0.01% | −9,942−67.6% | Reduced |
| Banque Cantonale Vaudoise | 4,845 | $479.0K | 0.02% | −2,812−36.7% | Reduced |
| Connable Office Inc | 4,842 | $479.5K | 0.05% | +4,842 | New |
| V-Square Quantitative Management LLC | 4,846 | $479.9K | 0.06% | −3,872−44.4% | Reduced |
| Perbak Capital Partners LLP | 4,863 | $481.5K | 0.11% | +2,686+123.4% | Added |
| TD Private Client Wealth LLC | 4,891 | $484.3K | 0.01% | −2,723−35.8% | Reduced |
| Holderness Investments Co | 4,944 | $489.6K | 0.11% | −807−14.0% | Reduced |
| Moody National Bank Trust Division | 4,949 | $490.1K | 0.04% | −182−3.5% | Reduced |
| First Western Trust Bank | 4,958 | $490.9K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,963 | $491.4K | 0.00% | −1,909−27.8% | Reduced |
| Oak Thistle LLC | 4,979 | $493.0K | 0.07% | +4,979 | New |
| Grimes & Company, Inc. | 4,986 | $493.7K | 0.01% | −7−0.1% | Reduced |
| Banque Transatlantique SA | 5,003 | $498.0K | 0.01% | −342−6.4% | Reduced |
| Cary Street Partners Financial LLC | 5,033 | $498.4K | 0.01% | −43−0.8% | Reduced |
| Valley Brook Capital Group | 5,065 | $501.5K | 0.38% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 5,113 | $506.3K | 0.11% | +5,113 | New |
| Journey Strategic Wealth LLC | 5,132 | $508.2K | 0.02% | +2,566+100.0% | Added |
| Silver Oak Securities, Inc | 5,144 | $509.3K | 0.04% | +23+0.4% | Added |
| Vise Technologies, Inc. | 5,188 | $513.7K | 0.02% | +5,188 | New |
| RMB Capital Management, LLC | 5,195 | $514.4K | 0.01% | +5,195 | New |
| Meridian Management Co | 6,007 | $514.7K | 0.14% | −43−0.7% | Reduced |
| Gateway Wealth Partners, LLC | 5,241 | $519.0K | 0.10% | +10.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,244 | $519.3K | 0.06% | −619−10.6% | Reduced |
| Congress Wealth Management LLC | 5,248 | $519.8K | 0.01% | +1,633+45.2% | Added |
| Aptus Capital Advisors, LLC | 5,255 | $520.4K | 0.01% | +155+3.0% | Added |
| Prime Capital Investment Advisors, LLC | 5,292 | $524.0K | 0.01% | −260−4.7% | Reduced |
| Brighton Jones LLC | 5,293 | $524.1K | 0.01% | +2,133+67.5% | Added |
| Wetherby Asset Management Inc | 5,302 | $525.0K | 0.02% | +5,302 | New |
| LGT Group Foundation | 5,306 | $525.4K | 0.01% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 5,316 | $526.4K | 0.05% | +2,322+77.6% | Added |
| Moors & Cabot, Inc. | 5,316 | $526.4K | 0.02% | +317+6.3% | Added |
| Freestone Capital Holdings, LLC | 5,326 | $527.4K | 0.02% | +16+0.3% | Added |
| Milestone Asset Management Group, LLC | 5,358 | $530.6K | 0.39% | +5+0.1% | Added |
| Wendell David Associates Inc | 5,444 | $539.0K | 0.05% | −50−0.9% | Reduced |
| Bull Street Advisors, LLC | 5,470 | $542.0K | 0.26% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 5,494 | $544.0K | 0.03% | −996−15.3% | Reduced |
| Caption Management, LLC | 5,500 | $544.6K | 0.05% | +5,500 | New |
| Investment Advisory Services Inc | 5,514 | $546.0K | 0.18% | +320+6.2% | Added |
| Warren Averett Asset Management, LLC | 5,515 | $546.1K | 0.01% | +1,144+26.2% | Added |
| Inscription Capital, LLC | 5,548 | $549.4K | 0.08% | +5,548 | New |
| Siemens Fonds Invest GmbH | 5,566 | $551.1K | 0.03% | +833+17.6% | Added |
| Garrison Point Advisors, LLC | 5,575 | $552.0K | 0.25% | −170−3.0% | Reduced |
| Parsons Capital Management Inc | 5,593 | $553.8K | 0.03% | −6,664−54.4% | Reduced |
| Simmons Bank | 5,680 | $562.4K | 0.04% | −18−0.3% | Reduced |
| Entropy Technologies, LP | 5,754 | $569.8K | 0.05% | +5,754 | New |
| Amica Retiree Medical Trust | 5,752 | $570.0K | 0.82% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 5,804 | $575.0K | 0.02% | +231+4.1% | Added |
| Ahl Investment Management, Inc. | 5,832 | $577.5K | 0.39% | −25−0.4% | Reduced |
| Mutual Advisors, LLC | 6,444 | $578.6K | 0.01% | +1,442+28.8% | Added |
| Raiffeisen Bank International AG | 6,027 | $582.4K | 0.01% | −232−3.7% | Reduced |
| Bridgefront Capital, LLC | 5,905 | $584.7K | 0.15% | +5,905 | New |
| Allred Capital Management, LLC | 5,911 | $585.3K | 0.22% | 00.0% | Unchanged |
| Optas, LLC | 5,912 | $585.4K | 0.11% | −1,047−15.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,924 | $586.6K | 0.05% | −422−6.6% | Reduced |
| Ausdal Financial Partners, Inc. | 5,949 | $589.0K | 0.04% | +17+0.3% | Added |
| ELCO Management Co., LLC | 6,027 | $596.8K | 0.31% | −202−3.2% | Reduced |
| Quotient Wealth Partners, LLC | 6,041 | $598.2K | 0.02% | −105−1.7% | Reduced |
| Signaturefd, LLC | 6,072 | $601.2K | 0.01% | −358−5.6% | Reduced |
| Teza Capital Management LLC | 6,100 | $604.0K | 0.45% | +6,100 | New |
| Means Investment Co., Inc. | 6,141 | $608.1K | 0.06% | 00.0% | Unchanged |
| Clarendon Private LLC | 6,143 | $608.3K | 0.58% | +1,291+26.6% | Added |
| Soltis Investment Advisors LLC | 6,149 | $608.9K | 0.05% | −209−3.3% | Reduced |
| Dearborn Partners LLC | 6,168 | $610.8K | 0.03% | −11,428−64.9% | Reduced |
| Central Trust Co | 6,169 | $610.9K | 0.01% | +98+1.6% | Added |
| Westhampton Capital, LLC | 6,225 | $616.4K | 0.32% | −162−2.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,284 | $624.1K | 0.00% | +723+13.0% | Added |
| Hartford Financial Management Inc. | 6,334 | $627.2K | 0.17% | −5,568−46.8% | Reduced |
| Stratos Wealth Partners, LTD. | 6,347 | $628.5K | 0.01% | +271+4.5% | Added |
| Ostrum Asset Management | 6,372 | $631.0K | 0.03% | −183−2.8% | Reduced |
| Auto-Owners Insurance Co | 6,393 | $633.0K | 0.01% | +1,393+27.9% | Added |
| State of Wyoming | 6,399 | $633.6K | 0.08% | −1,007−13.6% | Reduced |
| Ellevest, Inc. | 6,412 | $634.9K | 0.10% | −3,421−34.8% | Reduced |
| Curbstone Financial Management Corp | 6,448 | $638.5K | 0.13% | −700−9.8% | Reduced |
| Cookson Peirce & Co Inc | 6,500 | $643.6K | 0.03% | +6,500 | New |
| Azzad Asset Management Inc | 6,657 | $659.2K | 0.07% | +6,657 | New |
| Virtu Financial LLC | 6,675 | $661.0K | 0.03% | +6,675 | New |
| Dorsey & Whitney Trust CO LLC | 6,684 | $661.8K | 0.04% | −261−3.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,688 | $662.2K | 0.01% | −10.0% | Reduced |
| Waterford Advisors, LLC | 14,947 | $662.4K | 0.24% | +8,257+123.4% | Added |
| EntryPoint Capital, LLC | 6,791 | $672.4K | 0.34% | +4,554+203.6% | Added |
| ICW Investment Advisors LLC | 6,839 | $677.2K | 0.27% | +239+3.6% | Added |
| Mesirow Financial Investment Management, Inc. | 6,947 | $688.0K | 0.01% | +116+1.7% | Added |
| Wedmont Private Capital | 6,930 | $688.4K | 0.03% | −676−8.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,980 | $691.1K | 0.01% | −103,266−93.7% | Reduced |
| Rehmann Capital Advisory Group | 6,983 | $691.5K | 0.04% | +159+2.3% | Added |
| Medallion Wealth Advisors, LLC | 6,901 | $692.0K | 0.27% | −44−0.6% | Reduced |
| Independent Advisor Alliance | 7,019 | $695.0K | 0.02% | +2,063+41.6% | Added |
| Glenview Trust Co | 7,024 | $695.5K | 0.01% | −392−5.3% | Reduced |
| Romano Brothers and Company | 7,074 | $700.5K | 0.09% | −85−1.2% | Reduced |
| Ar Asset Management Inc | 7,150 | $708.0K | 0.16% | −50−0.7% | Reduced |
| Larson Financial Group LLC | 7,154 | $708.4K | 0.03% | +647+9.9% | Added |
| Werlinich Asset Management, LLC | 7,155 | $708.5K | 0.39% | 00.0% | Unchanged |
| Cooper Financial Group | 7,157 | $708.7K | 0.08% | −122−1.7% | Reduced |
| Diversified Trust Co | 7,159 | $708.9K | 0.02% | −126−1.7% | Reduced |
| Fire Capital Management LLC | 7,346 | $727.4K | 0.46% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 7,366 | $729.3K | 0.01% | +785+11.9% | Added |