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 |
|---|---|---|---|---|---|
| LMCG Investments, LLC | 2,341 | $231.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,332 | $231.0K | 0.01% | +300+14.8% | Added |
| Childress Capital Advisors, LLC | 2,333 | $231.0K | 0.06% | +77+3.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,320 | $229.7K | 0.03% | −59−2.5% | Reduced |
| Clarius Group, LLC | 2,320 | $229.7K | 0.01% | −380−14.1% | Reduced |
| Colonial Trust Advisors | 2,312 | $228.9K | 0.02% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 2,301 | $227.8K | 0.08% | +130+6.0% | Added |
| Washington Trust Advisors, Inc. | 2,300 | $227.7K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,288 | $226.6K | 0.01% | −753−24.8% | Reduced |
| Silicon Valley Capital Partners | 2,272 | $225.0K | 0.02% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,268 | $224.6K | 0.01% | +15+0.7% | Added |
| Centaurus Financial, Inc. | 2,267 | $224.0K | 0.01% | −21−0.9% | Reduced |
| Longboard Asset Management, LP | 2,261 | $223.9K | 0.56% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 2,250 | $222.8K | 0.10% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,246 | $222.4K | 0.01% | −8,812−79.7% | Reduced |
| Sky-Mountain Capital Management, Inc. | 2,540 | $221.8K | 0.15% | 00.0% | Unchanged |
| South State Corp. | 2,227 | $220.5K | 0.01% | +77+3.6% | Added |
| First National Trust Co | 2,223 | $220.1K | 0.01% | −83−3.6% | Reduced |
| Angeles Wealth Management, LLC | 2,214 | $219.2K | 0.02% | +2,214 | New |
| Aventura Private Wealth, LLC | 2,209 | $218.7K | 0.09% | −414−15.8% | Reduced |
| Optimum Investment Advisors | 2,198 | $217.6K | 0.09% | −64−2.8% | Reduced |
| Northeast Investment Management | 2,193 | $217.2K | 0.01% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 2,185 | $216.4K | 0.01% | +2,185 | New |
| Asset Dedication, LLC | 2,184 | $216.3K | 0.02% | +3+0.1% | Added |
| MJP Associates Inc | 2,183 | $216.1K | 0.03% | +45+2.1% | Added |
| Schnieders Capital Management LLC | 2,179 | $215.8K | 0.04% | −2,034−48.3% | Reduced |
| MEMBERS Trust Co | 2,179 | $215.8K | 0.01% | −477−18.0% | Reduced |
| Naples Global Advisors, LLC | 2,176 | $215.5K | 0.02% | −107−4.7% | Reduced |
| Penserra Capital Management LLC | 2,174 | $215.0K | 0.00% | −8,176−79.0% | Reduced |
| Harbour Investments, Inc. | 2,164 | $214.3K | 0.01% | −46−2.1% | Reduced |
| Personal Cfo Solutions, LLC | 2,160 | $213.9K | 0.04% | −5−0.2% | Reduced |
| Montis Financial, LLC | 2,156 | $213.5K | 0.06% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 2,151 | $213.0K | 0.09% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,132 | $211.1K | 0.00% | +181+9.3% | Added |
| Mairs & Power Inc | 2,128 | $210.7K | 0.00% | −76−3.4% | Reduced |
| Ascent Group, LLC | 2,127 | $210.6K | 0.01% | −15−0.7% | Reduced |
| Old National Bancorp | 2,127 | $210.6K | 0.00% | −597−21.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,121 | $210.0K | 0.03% | +2,121 | New |
| Kingswood Wealth Advisors, LLC | 2,103 | $208.3K | 0.02% | −47−2.2% | Reduced |
| Boothbay Fund Management, LLC | 2,103 | $208.2K | 0.01% | +2,103 | New |
| Berkshire Money Management, Inc. | 2,100 | $207.9K | 0.02% | +100+5.0% | Added |
| NewEdge Wealth, LLC | 2,378 | $207.7K | 0.00% | +2,378 | New |
| Geneos Wealth Management Inc. | 2,097 | $207.6K | 0.01% | +583+38.5% | Added |
| Wellington Shields & Co., LLC | 2,092 | $207.2K | 0.06% | −45−2.1% | Reduced |
| Arrow Financial Corp | 2,075 | $205.5K | 0.02% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 2,055 | $203.5K | 0.04% | −150−6.8% | Reduced |
| GM Advisory Group, Inc. | 2,038 | $201.8K | 0.01% | +2,038 | New |
| PDS Planning, Inc | 2,027 | $200.7K | 0.01% | +68+3.5% | Added |
| Court Place Advisors, LLC | 2,022 | $200.2K | 0.06% | −50−2.4% | Reduced |
| Institute for Wealth Management, LLC. | 2,020 | $200.0K | 0.02% | −22−1.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,910 | $189.1K | 0.09% | +19+1.0% | Added |
| Lazard Asset Management LLC | 1,886 | $186.0K | 0.00% | −9,113−82.9% | Reduced |
| Manchester Capital Management LLC | 1,866 | $184.8K | 0.02% | −152−7.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,850 | $183.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,832 | $181.4K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 180,414 | $180.4K | 0.14% | +178,592+9,802.0% | Added |
| Deseret Mutual Benefit Administrators | 1,729 | $171.2K | 0.08% | 00.0% | Unchanged |
| First Financial Corp | 1,672 | $165.6K | 0.07% | −4−0.2% | Reduced |
| Icon Wealth Advisors, LLC | 1,668 | $165.1K | 0.01% | +1,668 | New |
| Smithfield Trust Co | 1,660 | $164.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,643 | $162.7K | 0.06% | −280−14.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,628 | $161.2K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,610 | $159.4K | 0.03% | −346−17.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,596 | $158.0K | 0.01% | −128−7.4% | Reduced |
| Bank of New Hampshire | 1,590 | $157.4K | 0.04% | +25+1.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,431 | $142.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,431 | $141.7K | 0.00% | −1,024−41.7% | Reduced |
| Spire Wealth Management | 1,419 | $140.5K | 0.01% | +188+15.3% | Added |
| Smartleaf Asset Management LLC | 1,434 | $140.0K | 0.01% | −681−32.2% | Reduced |
| Resources Management Corp | 1,380 | $137.0K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,366 | $135.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,364 | $135.1K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $133.7K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,339 | $132.6K | 0.01% | +510+61.5% | Added |
| CVA Family Office, LLC | 1,333 | $132.0K | 0.02% | −35−2.6% | Reduced |
| Webster Bank, N. A. | 1,318 | $130.5K | 0.01% | −275−17.3% | Reduced |
| Wealth Preservation Advisors, LLC | 1,291 | $127.8K | 0.08% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,282 | $126.9K | 0.08% | +47+3.8% | Added |
| Bangor Savings Bank | 1,272 | $126.0K | 0.01% | +100+8.5% | Added |
| Caldwell Sutter Capital, Inc. | 1,266 | $125.4K | 0.06% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,261 | $124.9K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,213 | $120.1K | 0.01% | −202−14.3% | Reduced |
| Evelyn Partners Investment Management LLP | 1,172 | $116.1K | 0.00% | −214−15.4% | Reduced |
| MUFG Securities EMEA plc | 1,168 | $115.7K | 0.01% | +1,168 | New |
| Parvin Asset Management, LLC | 1,112 | $110.1K | 0.11% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,097 | $109.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,082 | $107.0K | 0.06% | −201−15.7% | Reduced |
| Ulland Investment Advisors, LLC | 1,071 | $106.0K | 0.08% | 00.0% | Unchanged |
| Onefund, LLC | 1,064 | $105.0K | 0.08% | +1,064 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,041 | $103.1K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,034 | $102.4K | 0.01% | +1,034 | New |
| GeoWealth Management, LLC | 1,033 | $102.3K | 0.00% | +605+141.4% | Added |
| Gen-Wealth Partners Inc | 1,025 | $101.5K | 0.04% | 00.0% | Unchanged |
| PEAK6 LLC | 1,024 | $101.4K | 0.00% | +1,024 | New |
| Cherry Tree Wealth Management, LLC | 1,011 | $100.1K | 0.02% | −18−1.7% | Reduced |
| Capital Analysts, LLC | 988 | $98.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 982 | $97.2K | 0.01% | −164−14.3% | Reduced |
| MV Capital Management, Inc. | 971 | $96.1K | 0.01% | +1+0.1% | Added |
| Grove Bank & Trust | 958 | $94.9K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 926 | $91.7K | 0.01% | +926 | New |