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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 12,245 | $1.21M | 0.01% | +1,361+12.5% | Added |
| Triangle Securities Wealth Management | 12,335 | $1.22M | 0.30% | −882−6.7% | Reduced |
| Davenport & Co LLC | 12,497 | $1.24M | 0.01% | −225−1.8% | Reduced |
| Burling Wealth Partners, LLC | 12,531 | $1.24M | 0.23% | −563−4.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,590 | $1.25M | 0.02% | −21−0.2% | Reduced |
| Ironwood Investment Management LLC | 12,609 | $1.25M | 0.61% | +138+1.1% | Added |
| Synovus Financial Corp | 12,750 | $1.26M | 0.02% | −1,313−9.3% | Reduced |
| Trust Co of Vermont | 12,870 | $1.27M | 0.06% | −179−1.4% | Reduced |
| Goelzer Investment Management, Inc. | 12,995 | $1.29M | 0.07% | 00.0% | Unchanged |
| Pensionfund Sabic | 13,000 | $1.29M | 0.36% | −1,000−7.1% | Reduced |
| Brevan Howard Capital Management LP | 12,998 | $1.29M | 0.01% | +9,436+264.9% | Added |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.29M | 0.15% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 13,120 | $1.30M | 0.00% | −892−6.4% | Reduced |
| Vident Advisory, LLC | 13,269 | $1.31M | 0.01% | −725−5.2% | Reduced |
| Lafayette Investments, Inc. | 13,290 | $1.32M | 0.27% | +408+3.2% | Added |
| Diversify Wealth Management, LLC | 15,009 | $1.32M | 0.08% | +1,631+12.2% | Added |
| Perigon Wealth Management, LLC | 13,435 | $1.33M | 0.03% | −42−0.3% | Reduced |
| Argent Trust Co | 13,474 | $1.33M | 0.05% | −3,206−19.2% | Reduced |
| BKD Wealth Advisors, LLC | 13,674 | $1.35M | 0.03% | −46−0.3% | Reduced |
| Park Avenue Securities LLC | 13,876 | $1.37M | 0.01% | +104+0.8% | Added |
| Triasima Portfolio Management inc. | 13,969 | $1.38M | 0.25% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 14,000 | $1.39M | 0.24% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 14,176 | $1.40M | 0.04% | −1,886−11.7% | Reduced |
| Empirical Finance, LLC | 14,462 | $1.43M | 0.07% | +89+0.6% | Added |
| Systematic Alpha Investments, LLC | 14,610 | $1.45M | 0.05% | 00.0% | Unchanged |
| Omers Administration Corp | 14,644 | $1.45M | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 14,729 | $1.46M | 0.80% | −294−2.0% | Reduced |
| HB Wealth Management, LLC | 14,953 | $1.48M | 0.01% | −5,362−26.4% | Reduced |
| Private Trust Co NA | 15,226 | $1.51M | 0.14% | −9−0.1% | Reduced |
| Tufton Capital Management | 15,261 | $1.51M | 0.29% | −175−1.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 15,744 | $1.56M | 0.00% | +11,016+233.0% | Added |
| Tealwood Asset Management Inc | 15,844 | $1.57M | 0.70% | +15,844 | New |
| Nippon Life Global Investors Americas, Inc. | 15,980 | $1.58M | 0.07% | −65,470−80.4% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.58M | 1.86% | 00.0% | Unchanged |
| Bessemer Group Inc | 16,282 | $1.61M | 0.00% | +1,817+12.6% | Added |
| Fifth Third Bancorp | 16,369 | $1.62M | 0.01% | +1,282+8.5% | Added |
| T. Rowe Price Investment Management, Inc. | 16,488 | $1.63M | 0.00% | +10,566+178.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 16,690 | $1.65M | 0.08% | +669+4.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,737 | $1.66M | 0.01% | −2,066−11.0% | Reduced |
| Chicago Capital, LLC | 16,781 | $1.66M | 0.04% | +2,920+21.1% | Added |
| Everence Capital Management Inc | 16,780 | $1.66M | 0.11% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 17,300 | $1.71M | 0.04% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 17,309 | $1.71M | 0.01% | −2,382−12.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 17,485 | $1.73M | 0.04% | −651−3.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 17,709 | $1.75M | 0.02% | +3,375+23.5% | Added |
| Hartford Funds Management Co LLC | 18,090 | $1.79M | 0.15% | +3,369+22.9% | Added |
| RSM US Wealth Management LLC | 18,379 | $1.82M | 0.03% | −132−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 18,395 | $1.85M | 0.00% | −33−0.2% | Reduced |
| J.W. Cole Advisors, Inc. | 18,688 | $1.85M | 0.04% | +3,386+22.1% | Added |
| New Mexico Educational Retirement Board | 18,708 | $1.85M | 0.06% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 21,541 | $1.86M | 0.44% | −2,350−9.8% | Reduced |
| Kestra Advisory Services, LLC | 18,891 | $1.87M | 0.01% | +483+2.6% | Added |
| Plato Investment Management Ltd | 19,033 | $1.88M | 0.14% | −3,712−16.3% | Reduced |
| NBT Bank N A | 19,015 | $1.88M | 0.13% | −295−1.5% | Reduced |
| Essex Financial Services, Inc. | 19,041 | $1.89M | 0.12% | +113+0.6% | Added |
| Sage Capital Management, LLC | 19,045 | $1.89M | 0.91% | −330−1.7% | Reduced |
| Pinnacle Associates Ltd | 19,066 | $1.89M | 0.03% | −80−0.4% | Reduced |
| Huntington National Bank | 19,070 | $1.89M | 0.01% | −156−0.8% | Reduced |
| Rockland Trust Co | 19,160 | $1.90M | 0.09% | −1,993−9.4% | Reduced |
| Maryland State Retirement & Pension System | 19,207 | $1.90M | 0.04% | +549+2.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 19,229 | $1.90M | 0.02% | 00.0% | Unchanged |
| Dodge & Cox | 19,320 | $1.91M | 0.00% | −2,390−11.0% | Reduced |
| Shell Asset Management Co | 19,370 | $1.92M | 0.07% | +10,633+121.7% | Added |
| Jones Financial Companies LLLP | 19,662 | $1.92M | 0.00% | +1,460+8.0% | Added |
| Bailard, Inc. | 19,673 | $1.95M | 0.05% | +19,673 | New |
| Gulf International Bank (UK) Ltd | 20,262 | $2.01M | 0.07% | −3,475−14.6% | Reduced |
| Private Advisor Group, LLC | 20,495 | $2.03M | 0.01% | +546+2.7% | Added |
| Arete Wealth Advisors, LLC | 20,528 | $2.03M | 0.14% | +20,528 | New |
| Securian Asset Management, Inc | 20,554 | $2.04M | 0.06% | −443−2.1% | Reduced |
| Centiva Capital, LP | 20,642 | $2.04M | 0.14% | +16,322+377.8% | Added |
| Louisiana State Employees Retirement System | 20,800 | $2.06M | 0.04% | −500−2.3% | Reduced |
| Tocqueville Asset Management L.P. | 20,907 | $2.07M | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 20,918 | $2.07M | 0.78% | +1,048+5.3% | Added |
| Beacon Pointe Advisors, LLC | 21,294 | $2.11M | 0.02% | +6,462+43.6% | Added |
| Steward Partners Investment Advisory, LLC | 21,418 | $2.12M | 0.02% | +174+0.8% | Added |
| Tower Research Capital LLC (TRC) | 21,515 | $2.13M | 0.06% | +6,021+38.9% | Added |
| ASR Vermogensbeheer N.V. | 21,610 | $2.14M | 0.03% | +705+3.4% | Added |
| Venture Visionary Partners LLC | 21,958 | $2.17M | 0.08% | −296−1.3% | Reduced |
| Avantax Advisory Services, Inc. | 22,133 | $2.19M | 0.01% | +3,159+16.6% | Added |
| Savant Capital, LLC | 22,292 | $2.21M | 0.02% | +1,063+5.0% | Added |
| Okabena Investment Services Inc | 22,460 | $2.22M | 0.49% | −2,484−10.0% | Reduced |
| Norinchukin Bank, The | 22,618 | $2.24M | 0.03% | +1,818+8.7% | Added |
| DMKC Advisory Services, LLC | 22,321 | $2.26M | 1.18% | +1,958+9.6% | Added |
| YHB Investment Advisors, Inc. | 22,796 | $2.26M | 0.17% | −33−0.1% | Reduced |
| JB Capital LLC | 22,950 | $2.27M | 0.11% | −431−1.8% | Reduced |
| Merit Financial Group, LLC | 23,255 | $2.30M | 0.03% | +6,900+42.2% | Added |
| Heritage Investors Management Corp | 23,260 | $2.30M | 0.07% | −260−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 23,378 | $2.31M | 0.04% | −671−2.8% | Reduced |
| FORA Capital, LLC | 23,411 | $2.32M | 0.26% | +9,946+73.9% | Added |
| Cohen Klingenstein LLC | 23,500 | $2.33M | 0.08% | 00.0% | Unchanged |
| AMG National Trust Bank | 23,587 | $2.34M | 0.06% | +40+0.2% | Added |
| Canandaigua National Bank & Trust Co | 23,718 | $2.35M | 0.22% | −169−0.7% | Reduced |
| Hartford Investment Management Co | 23,871 | $2.36M | 0.08% | −351−1.4% | Reduced |
| BDF-Gestion | 24,155 | $2.39M | 0.27% | −2,633−9.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 24,196 | $2.40M | 0.15% | +24,196 | New |
| CWM, LLC | 24,369 | $2.41M | 0.01% | +7,893+47.9% | Added |
| Blair William & Co | 24,770 | $2.45M | 0.01% | +3,121+14.4% | Added |
| Close Asset Management Ltd | 24,921 | $2.47M | 0.07% | −30−0.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 25,279 | $2.50M | 0.40% | −1,663−6.2% | Reduced |
| Kentucky Retirement Systems | 25,574 | $2.53M | 0.07% | −1,676−6.2% | Reduced |