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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 265 | $26.3K | 0.00% | −16−5.7% | Reduced |
| Clear Street Markets LLC | 265 | $26.2K | 0.01% | +265 | New |
| Archer Investment Corp | 263 | $26.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 260 | $26.0K | 0.00% | +26+11.1% | Added |
| Concord Wealth Partners | 250 | $24.8K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 250 | $24.8K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 245 | $24.3K | 0.07% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 241 | $23.9K | 0.01% | +42+21.1% | Added |
| TD Capital Management LLC | 235 | $23.3K | 0.00% | +215+1,075.0% | Added |
| Central Pacific Bank - Trust Division | 235 | $23.3K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 235 | $23.3K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 232 | $23.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 230 | $22.8K | 0.03% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $22.8K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 230 | $22.8K | 0.00% | −100−30.3% | Reduced |
| DT Investment Partners, LLC | 227 | $22.5K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 226 | $22.4K | 0.01% | −71−23.9% | Reduced |
| Curat Global, LLC | 217 | $21.5K | 0.02% | −375−63.3% | Reduced |
| UMA Financial Services, Inc. | 215 | $21.3K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 212 | $21.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 198 | $19.9K | 0.00% | +117+144.4% | Added |
| Barrett & Company, Inc. | 200 | $19.8K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $19.8K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 198 | $19.6K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 195 | $19.3K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 198 | $19.0K | 0.00% | −50−20.2% | Reduced |
| Accordant Advisory Group Inc | 181 | $17.9K | 0.01% | 00.0% | Unchanged |
| Winnow Wealth LLC | 181 | $17.9K | 0.01% | +168+1,292.3% | Added |
| Financial Perspectives, Inc | 180 | $17.8K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 173 | $17.1K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 168 | $16.9K | 0.00% | +168 | New |
| Lavaca Capital LLC | 169 | $16.7K | 0.01% | +100+144.9% | Added |
| Core Alternative Capital | 168 | $16.6K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 167 | $16.5K | 0.00% | −19−10.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 167 | $16.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 166 | $16.5K | 0.00% | +5+3.1% | Added |
| Cranbrook Wealth Management, LLC | 162 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 161 | $15.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 154 | $15.2K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 150 | $14.9K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 140 | $13.9K | 0.00% | +15+12.0% | Added |
| Frazier Financial Advisors, LLC | 139 | $13.8K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 138 | $13.7K | 0.00% | −117−45.9% | Reduced |
| Private Wealth Management Group, LLC | 138 | $13.7K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 128 | $12.7K | 0.00% | −49−27.7% | Reduced |
| TruNorth Capital Management, LLC | 122 | $12.1K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 137 | $12.1K | 0.00% | +137 | New |
| Sittner & Nelson, LLC | 118 | $11.7K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 107 | $11.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 113 | $11.0K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 111 | $11.0K | 0.01% | +111 | New |
| Delos Wealth Advisors, LLC | 110 | $10.9K | 0.01% | +110 | New |
| CGC Financial Services, LLC | 110 | $10.9K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 110 | $10.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 115 | $10.7K | 0.00% | −15−11.5% | Reduced |
| Rosenberg Matthew Hamilton | 107 | $10.6K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 107 | $10.6K | 0.01% | +107 | New |
| True Wealth Design, LLC | 106 | $10.5K | 0.00% | +9+9.3% | Added |
| NVWM, LLC | 104 | $10.3K | 0.00% | +94+940.0% | Added |
| Logan Capital Management Inc | 101 | $10.0K | 0.00% | −1,002−90.8% | Reduced |
| CKW Financial Group | 103 | $10.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $9.90K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 100 | $9.90K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $9.90K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $9.90K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 97 | $9.61K | 0.00% | −62−39.0% | Reduced |
| Duncker Streett & Co Inc | 97 | $9.61K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 96 | $9.51K | 0.00% | +4+4.3% | Added |
| Family CFO Inc | 93 | $9.21K | 0.00% | +93 | New |
| Coastline Trust Co | 90 | $8.91K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 86 | $8.64K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 85 | $8.42K | 0.00% | +4+4.9% | Added |
| Howard Hughes Medical Institute | 85 | $8.42K | 0.00% | +85 | New |
| Bruce G. Allen Investments, LLC | 81 | $8.02K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 80 | $7.92K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 80 | $7.92K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 79 | $7.82K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 90 | $7.78K | 0.00% | −218−70.8% | Reduced |
| High Note Wealth, LLC | 78 | $7.72K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 75 | $7.43K | 0.00% | +75 | New |
| Sierra Ocean, LLC | 74 | $7.38K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 72 | $7.13K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 71 | $7.06K | 0.00% | +71 | New |
| Avion Wealth | 73 | $7.00K | 0.00% | +8+12.3% | Added |
| Financial Gravity Companies, Inc. | 70 | $6.93K | 0.00% | +70 | New |
| Bare Financial Services, Inc | 69 | $6.83K | 0.00% | +59+590.0% | Added |
| LGT Financial Advisors LLC | 66 | $6.54K | 0.02% | +66 | New |
| MCF Advisors LLC | 65 | $6.44K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 63 | $6.24K | 0.00% | +18+40.0% | Added |
| Graney & King, LLC | 62 | $6.17K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 62 | $6.14K | 0.00% | −27−30.3% | Reduced |
| Main Street Group, LTD | 62 | $6.14K | 0.00% | −4−6.1% | Reduced |
| Park Square Financial Group, LLC | 61 | $6.04K | 0.00% | −1−1.6% | Reduced |
| Cape Investment Advisory, Inc. | 60 | $5.94K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 59 | $5.84K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 59 | $5.84K | 0.00% | −13−18.1% | Reduced |
| Tower View Investment Management & Research LLC | 58 | $5.78K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 58 | $5.74K | 0.00% | −12−17.1% | Reduced |
| FSA Wealth Management LLC | 57 | $5.67K | 0.00% | 00.0% | Unchanged |