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 |
|---|---|---|---|---|---|
| Eastern Bank | 7,396 | $732.4K | 0.01% | −102−1.4% | Reduced |
| Lee Danner & Bass Inc | 7,410 | $733.7K | 0.06% | −573−7.2% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 7,414 | $734.1K | 0.08% | +7,414 | New |
| Wedbush Securities Inc | 7,456 | $738.0K | 0.03% | +310+4.3% | Added |
| Arkadios Wealth Advisors | 7,514 | $744.0K | 0.02% | +1,333+21.6% | Added |
| Curated Wealth Partners LLC | 7,514 | $744.0K | 0.09% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,537 | $746.0K | 0.00% | −17,011−69.3% | Reduced |
| Cinctive Capital Management LP | 7,544 | $747.0K | 0.04% | +4,144+121.9% | Added |
| Salem Investment Counselors Inc | 7,567 | $749.3K | 0.02% | −82−1.1% | Reduced |
| Pring Turner Capital Group Inc | 7,575 | $750.1K | 0.48% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,613 | $752.0K | 0.00% | +3,568+88.2% | Added |
| Sequoia Financial Advisors, LLC | 7,614 | $754.0K | 0.01% | −2,322−23.4% | Reduced |
| Panagora Asset Management Inc | 7,647 | $757.2K | 0.00% | −1,005−11.6% | Reduced |
| Kestra Private Wealth Services, LLC | 7,677 | $760.2K | 0.01% | −215−2.7% | Reduced |
| GAMMA Investing LLC | 7,690 | $761.5K | 0.05% | −263−3.3% | Reduced |
| GF Fund Management Co. Ltd. | 7,714 | $763.8K | 0.02% | +7,714 | New |
| Sit Investment Associates Inc | 7,720 | $764.0K | 0.02% | −695−8.3% | Reduced |
| American National Bank | 7,716 | $764.0K | 0.08% | −1,050−12.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,769 | $769.3K | 0.08% | 00.0% | Unchanged |
| Vestcor Inc | 7,833 | $776.0K | 0.02% | −50−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 7,860 | $778.3K | 0.01% | +2,448+45.2% | Added |
| Walleye Capital LLC | 7,879 | $780.2K | 0.01% | +7,879 | New |
| Horizon Investments, LLC | 7,986 | $790.8K | 0.01% | +500+6.7% | Added |
| Ballentine Partners, LLC | 7,999 | $792.1K | 0.01% | +2,242+38.9% | Added |
| Parallel Advisors, LLC | 8,082 | $800.3K | 0.02% | −1,184−12.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,100 | $802.1K | 0.00% | −5,452,736−99.9% | Reduced |
| Daymark Wealth Partners, LLC | 8,116 | $803.6K | 0.03% | −558−6.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,167 | $808.7K | 0.21% | +50+0.6% | Added |
| Kingsview Wealth Management, LLC | 8,247 | $816.7K | 0.01% | +1,020+14.1% | Added |
| Oppenheimer & Co Inc | 8,299 | $821.8K | 0.01% | −5−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,395 | $831.3K | 0.01% | −1,052−11.1% | Reduced |
| Mirae Asset Securities (USA) Inc. | 8,422 | $833.9K | 0.04% | +8,422 | New |
| Procyon Private Wealth Partners, LLC | 8,467 | $838.4K | 0.08% | −61−0.7% | Reduced |
| Birch Hill Investment Advisors LLC | 8,537 | $845.3K | 0.04% | −788−8.5% | Reduced |
| Field & Main Bank | 8,562 | $847.8K | 0.28% | −140−1.6% | Reduced |
| IMA Wealth, Inc. | 8,570 | $848.6K | 0.09% | −127−1.5% | Reduced |
| NorthRock Partners, LLC | 8,574 | $849.0K | 0.02% | +1,842+27.4% | Added |
| Vontobel Holding Ltd. | 8,598 | $851.4K | 0.00% | −856−9.1% | Reduced |
| Headlands Technologies LLC | 8,606 | $852.2K | 0.10% | +8,606 | New |
| Callan Family Office, LLC | 8,619 | $853.5K | 0.03% | +5,212+153.0% | Added |
| Ossiam | 8,646 | $856.1K | 0.01% | −166−1.9% | Reduced |
| Johnson Investment Counsel Inc | 8,647 | $856.2K | 0.01% | −448−4.9% | Reduced |
| AustralianSuper Pty Ltd | 8,718 | $863.3K | 0.00% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 8,747 | $866.1K | 0.07% | +1,728+24.6% | Added |
| FineMark National Bank & Trust | 8,770 | $868.4K | 0.03% | +19+0.2% | Added |
| Greenleaf Trust | 8,925 | $883.8K | 0.01% | −2,904−24.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $884.2K | 0.02% | 00.0% | Unchanged |
| Holowesko Partners Ltd. | 9,000 | $891.2K | 0.33% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 9,113 | $902.4K | 0.24% | −100−1.1% | Reduced |
| Burney Co | 9,217 | $912.7K | 0.03% | −528−5.4% | Reduced |
| Home Federal Bank of Tennessee | 9,226 | $913.6K | 0.26% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 9,248 | $915.7K | 0.01% | −1,042−10.1% | Reduced |
| Principal Securities, Inc. | 9,347 | $925.5K | 0.02% | −4,799−33.9% | Reduced |
| STRS Ohio | 9,446 | $935.3K | 0.00% | +9,446 | New |
| Compass Wealth Management LLC | 9,515 | $942.2K | 0.22% | −150−1.6% | Reduced |
| Trust Co of Toledo NA | 9,524 | $943.1K | 0.10% | −180−1.9% | Reduced |
| Applied Finance Capital Management, LLC | 9,530 | $943.7K | 0.06% | −465−4.7% | Reduced |
| EP Wealth Advisors, LLC | 9,619 | $952.5K | 0.01% | +2,200+29.7% | Added |
| Eventide Asset Management, LLC | 9,801 | $957.5K | 0.02% | +4,424+82.3% | Added |
| Kornitzer Capital Management Inc | 9,684 | $958.9K | 0.02% | +9,684 | New |
| Investment Management Corp of Ontario | 9,708 | $961.3K | 0.01% | −1,600−14.1% | Reduced |
| Empowered Funds, LLC | 9,896 | $979.9K | 0.01% | +908+10.1% | Added |
| Meeder Advisory Services, Inc. | 9,922 | $982.4K | 0.05% | −591−5.6% | Reduced |
| Cresset Asset Management, LLC | 9,965 | $986.8K | 0.00% | −1,633−14.1% | Reduced |
| Woodstock Corp | 10,019 | $992.1K | 0.09% | −1,246−11.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 10,163 | $1.01M | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 10,191 | $1.01M | 0.44% | +4,525+79.9% | Added |
| GWM Advisors LLC | 10,222 | $1.01M | 0.01% | +1,196+13.3% | Added |
| Bartlett & Co. Wealth Management LLC | 10,229 | $1.01M | 0.01% | +320+3.2% | Added |
| StoneX Group Inc. | 10,358 | $1.03M | 0.05% | +4,831+87.4% | Added |
| Bridges Investment Management Inc | 10,411 | $1.03M | 0.01% | +30.0% | Added |
| Atom Investors LP | 10,444 | $1.03M | 0.09% | +10,444 | New |
| HighPoint Advisor Group LLC | 10,453 | $1.04M | 0.05% | −416−3.8% | Reduced |
| Quadrant Capital Group LLC | 10,507 | $1.04M | 0.04% | +3,450+48.9% | Added |
| Intech Investment Management LLC | 10,551 | $1.04M | 0.01% | −209−1.9% | Reduced |
| Integrated Wealth Concepts LLC | 10,561 | $1.05M | 0.01% | +3,564+50.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 10,633 | $1.05M | 0.12% | +10,633 | New |
| Clearstead Advisors, LLC | 10,669 | $1.06M | 0.01% | +1,068+11.1% | Added |
| Advisors Asset Management, Inc. | 10,713 | $1.06M | 0.02% | +2,456+29.7% | Added |
| Copeland Capital Management, LLC | 10,781 | $1.07M | 0.02% | −376−3.4% | Reduced |
| Summit Trail Advisors, LLC | 10,847 | $1.07M | 0.02% | −3,642−25.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,854 | $1.07M | 0.07% | −753−6.5% | Reduced |
| Snowden Capital Advisors LLC | 10,975 | $1.09M | 0.03% | +31+0.3% | Added |
| Neville Rodie & Shaw Inc | 11,158 | $1.10M | 0.08% | 00.0% | Unchanged |
| R Squared Ltd | 11,178 | $1.11M | 0.61% | +6,338+131.0% | Added |
| Principle Wealth Partners LLC | 11,227 | $1.11M | 0.07% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 11,253 | $1.11M | 0.02% | +335+3.1% | Added |
| Lido Advisors, LLC | 11,344 | $1.12M | 0.01% | +1,476+15.0% | Added |
| Rossmore Private Capital | 11,372 | $1.13M | 0.13% | +21+0.2% | Added |
| Whittier Trust Co | 11,471 | $1.14M | 0.01% | −1,197−9.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 11,475 | $1.14M | 0.07% | −17−0.1% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,587 | $1.15M | 0.60% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,597 | $1.15M | 0.01% | −698−5.7% | Reduced |
| Bollard Group LLC | 11,643 | $1.15M | 0.03% | +356+3.2% | Added |
| Carolina Wealth Advisors, LLC | 11,666 | $1.16M | 0.57% | +2,820+31.9% | Added |
| Apollon Wealth Management, LLC | 11,697 | $1.16M | 0.02% | +3,783+47.8% | Added |
| Tokio Marine Asset Management Co Ltd | 11,745 | $1.16M | 0.04% | +1,460+14.2% | Added |
| Atria Investments LLC | 11,942 | $1.18M | 0.01% | −1,989−14.3% | Reduced |
| Ci Investments Inc. | 11,986 | $1.19M | 0.00% | +31+0.3% | Added |
| Dash Acquisitions Inc. | 13,690 | $1.21M | 0.26% | +220+1.6% | Added |