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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 921 | $90.0K | 0.01% | +88+10.6% | Added |
| Exchange Traded Concepts, LLC | 873 | $86.4K | 0.00% | −225−20.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 866 | $85.8K | 0.01% | +38+4.6% | Added |
| Evelyn Partners Investment Management Services Ltd | 862 | $85.4K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 833 | $82.5K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 822 | $81.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 822 | $81.4K | 0.07% | −15−1.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 822 | $81.0K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 814 | $80.6K | 0.00% | −5−0.6% | Reduced |
| Independence Bank of Kentucky | 811 | $80.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 805 | $79.7K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 802 | $79.4K | 0.03% | +73+10.0% | Added |
| Costello Asset Management, INC | 800 | $79.2K | 0.03% | +31+4.0% | Added |
| Intact Investment Management Inc. | 800 | $79.2K | 0.00% | +100+14.3% | Added |
| Brown, Lisle/Cummings, Inc. | 776 | $76.8K | 0.02% | 00.0% | Unchanged |
| City State Bank | 757 | $75.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 757 | $74.9K | 0.00% | +757 | New |
| ESL Trust Services, LLC | 750 | $74.3K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 741 | $73.4K | 0.03% | +741 | New |
| Opal Wealth Advisors, LLC | 734 | $72.7K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 741 | $72.3K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 731 | $72.0K | 0.00% | +384+110.7% | Added |
| Bellevue Asset Management, LLC | 716 | $70.9K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 710 | $70.3K | 0.01% | −30−4.1% | Reduced |
| Oakmont Corp | 705 | $69.8K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 702 | $69.5K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 691 | $68.4K | 0.00% | −52−7.0% | Reduced |
| Hoertkorn Richard Charles | 682 | $67.5K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 676 | $66.9K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 663 | $65.7K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 650 | $64.4K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 623 | $61.7K | 0.03% | +623 | New |
| DHJJ Financial Advisors, Ltd. | 620 | $61.4K | 0.02% | +591+2,037.9% | Added |
| Evelyn Partners Asset Management Ltd | 599 | $59.3K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 590 | $58.4K | 0.02% | +3+0.5% | Added |
| Quarry LP | 588 | $58.2K | 0.01% | −4,690−88.9% | Reduced |
| Key Financial Inc | 583 | $57.7K | 0.01% | −52−8.2% | Reduced |
| Leonteq Securities AG | 577 | $57.1K | 0.00% | −57−9.0% | Reduced |
| Hopwood Financial Services, Inc. | 562 | $55.6K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 558 | $55.3K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 750 | $53.7K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 528 | $53.1K | 0.03% | −31−5.5% | Reduced |
| Capital Advisors, Ltd. LLC | 533 | $53.0K | 0.01% | +61+12.9% | Added |
| Hilltop National Bank | 518 | $51.3K | 0.01% | +518 | New |
| Beacon Capital Management, LLC | 517 | $51.1K | 0.01% | +1+0.2% | Added |
| WPG Advisers, LLC | 515 | $51.0K | 0.04% | −85−14.2% | Reduced |
| Monetary Management Group Inc | 509 | $50.4K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 505 | $50.0K | 0.02% | +505 | New |
| Jackson, Grant Investment Advisers, Inc. | 504 | $49.9K | 0.02% | +2+0.4% | Added |
| Cypress Capital Management LLC (WY) | 500 | $49.5K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 481 | $47.6K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 475 | $47.0K | 0.02% | −100−17.4% | Reduced |
| JNBA Financial Advisors | 454 | $45.0K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 450 | $44.6K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 450 | $44.6K | 0.01% | +450 | New |
| Boreal Capital Management LLC | 450 | $44.6K | 0.04% | +450 | New |
| First Command Advisory Services, Inc. | 448 | $44.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 444 | $44.0K | 0.01% | −169−27.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 443 | $43.9K | 0.07% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 436 | $43.2K | 0.02% | −25−5.4% | Reduced |
| First Community Trust NA | 436 | $43.2K | 0.04% | 00.0% | Unchanged |
| Hemington Wealth Management | 432 | $42.0K | 0.01% | +7+1.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 424 | $42.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 414 | $41.0K | 0.05% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 408 | $40.4K | 0.01% | +408 | New |
| JFS Wealth Advisors, LLC | 402 | $39.8K | 0.00% | −21−5.0% | Reduced |
| Wellington Shields Capital Management, LLC | 400 | $39.6K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $39.6K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 399 | $39.5K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 397 | $39.3K | 0.04% | −5−1.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 396 | $39.2K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 395 | $39.2K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 375 | $37.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 371 | $36.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 369 | $36.5K | 0.00% | −336−47.7% | Reduced |
| Flagship Wealth Advisors, LLC | 368 | $36.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 368 | $36.4K | 0.01% | +46+14.3% | Added |
| Union Savings Bank | 411 | $35.2K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 355 | $35.2K | 0.00% | −41−10.4% | Reduced |
| Paladin Advisory Group, LLC | 353 | $35.0K | 0.03% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 349 | $34.6K | 0.02% | +9+2.6% | Added |
| Loomis Sayles & Co L P | 330 | $32.7K | 0.00% | −58−14.9% | Reduced |
| Motco | 378 | $32.4K | 0.00% | −109−22.4% | Reduced |
| Prestige Wealth Management Group LLC | 322 | $31.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 322 | $31.9K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 316 | $31.3K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 314 | $31.1K | 0.00% | +135+75.4% | Added |
| Chilton Capital Management LLC | 313 | $31.0K | 0.00% | +313 | New |
| Plante Moran Financial Advisors, LLC | 313 | $31.0K | 0.00% | +62+24.7% | Added |
| Newbridge Financial Services Group, Inc. | 311 | $30.8K | 0.00% | +38+13.9% | Added |
| CNB Bank | 303 | $30.0K | 0.01% | +11+3.8% | Added |
| Pinnacle Bancorp, Inc. | 300 | $29.7K | 0.01% | −102−25.4% | Reduced |
| Old Second National Bank of Aurora | 300 | $29.7K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 300 | $29.7K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 295 | $29.2K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 279 | $27.6K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 278 | $27.5K | 0.02% | −373−57.3% | Reduced |
| First United Bank Trust | 275 | $27.2K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 275 | $27.2K | 0.02% | 00.0% | Unchanged |
| Transce3nd, LLC | 266 | $26.3K | 0.01% | 00.0% | Unchanged |