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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2025: 1,270 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ2 2025: $34.8B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2025.

Institutions holding OTIS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Glass Jacobson Investment Advisors llc56$5.55K0.00%00.0%Unchanged
Meeder Asset Management Inc56$5.54K0.00%−98−63.6%Reduced
Raffa Wealth Management, LLC55$5.45K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.55$5.45K0.00%00.0%Unchanged
Holos Integrated Wealth LLC60$5.25K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp61$5.23K0.00%00.0%Unchanged
Compass Planning Associates Inc52$5.11K0.00%00.0%Unchanged
S&T Bank51$5.05K0.00%+6+13.3%Added
Nalls Sherbakoff Group, LLC50$4.95K0.00%−100−66.7%Reduced
MJT & Associates Financial Advisory Group, Inc.49$4.85K0.01%+49New
Rossby Financial, LCC48$4.75K0.00%+8+20.0%Added
Hoey Investments, Inc46$4.55K0.00%00.0%Unchanged
Cheviot Value Management, LLC50$4.37K0.00%−272−84.5%Reduced
Activest Wealth Management44$4.36K0.00%−60−57.7%Reduced
Binnacle Investments Inc42$4.16K0.00%+31+281.8%Added
Dunhill Financial, LLC40$4.02K0.00%−55−57.9%Reduced
Inlight Wealth Management, LLC40$3.96K0.00%00.0%Unchanged
Peoples Financial Services Corp.40$3.96K0.00%00.0%Unchanged
Fortis Group Advisors, LLC38$3.76K0.00%00.0%Unchanged
Salomon & Ludwin, LLC34$3.39K0.00%00.0%Unchanged
Westend Capital Management, LLC33$3.27K0.00%00.0%Unchanged
Harbor Asset Planning, Inc.32$3.18K0.00%+32New
Ogorek Anthony Joseph32$3.00K0.00%−23−41.8%Reduced
DiNuzzo Private Wealth, Inc.30$2.97K0.00%−2−6.3%Reduced
WealthTrak Capital Management LLC30$2.97K0.00%00.0%Unchanged
Financial Freedom, LLC28$2.77K0.00%00.0%Unchanged
Pinney & Scofield, Inc.27$2.71K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC27$2.67K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC27$2.67K0.00%00.0%Unchanged
PFS Partners, LLC27$2.64K0.00%00.0%Unchanged
Redwood Park Advisors LLC26$2.58K0.00%00.0%Unchanged
Kilter Group LLC26$2.58K0.00%+26New
Pacific Center for Financial Services25$2.48K0.00%00.0%Unchanged
Aspect Partners, LLC25$2.48K0.00%+5+25.0%Added
Creative Capital Management Investments LLC24$2.38K0.00%00.0%Unchanged
Battery Global Advisors, LLC22$2.18K0.00%00.0%Unchanged
Hughes Financial Services, LLC25$2.17K0.00%−24−49.0%Reduced
Financial Management Professionals, Inc.21$2.08K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC21$2.08K0.00%00.0%Unchanged
Navigoe, LLC25$2.00K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC20$1.98K0.00%00.0%Unchanged
Asset Planning,Inc20$1.98K0.00%00.0%Unchanged
Clark Wealth Partners20$1.98K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC19$1.88K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC19$1.88K0.00%+5+35.7%Added
Bay Harbor Wealth Management, LLC18$1.78K0.00%+8+80.0%Added
Valued Wealth Advisors LLC17$1.68K0.00%00.0%Unchanged
Dogwood Wealth Management LLC16$1.57K0.00%−28−63.6%Reduced
Trifecta Capital Advisors, LLC15$1.49K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC15$1.45K0.00%+15New
Bogart Wealth, LLC14$1.39K0.00%00.0%Unchanged
Stephens Consulting, LLC13$1.29K0.00%+13New
Game Plan Financial Advisors, LLC12$1.19K0.00%00.0%Unchanged
Fairscale Capital, LLC12$1.03K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC20$1.00K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.10$9900.00%+5+100.0%Added
Total Investment Management Inc10$9900.00%+10New
Highline Wealth Partners LLC9$8910.00%−27−75.0%Reduced
New Millennium Group LLC9$8910.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC9$8910.00%+4+80.0%Added
HFM Investment Advisors, LLC9$8910.00%+5+125.0%Added
Fairman Group, LLC8$7920.00%00.0%Unchanged
Old Point Trust & Financial Services N A6$5940.00%+6New
Quest 10 Wealth Builders, Inc.5$5440.00%00.0%Unchanged
North Ridge Wealth Advisors, Inc.5$4960.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC5$4950.00%+5New
Livelsberger Financial Advisory4$4120.01%+4New
DecisionPoint Financial, LLC3$3020.00%−107−97.3%Reduced
Rakuten Securities, Inc.1$990.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.1$500.00%+1New
Border to Coast Pensions Partnership Ltd0$00.00%−262,972−100.0%Sold out
PGGM Investments0$00.00%−177,812−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−91,125−100.0%Sold out
Schwartz Investment Counsel Inc0$00.00%−85,000−100.0%Sold out
Osborne Partners Capital Management, LLC0$00.00%−75,087−100.0%Sold out
Jain Global LLC0$00.00%−66,646−100.0%Sold out
Winton Group Ltd0$00.00%−63,507−100.0%Sold out
United Services Automobile Association0$00.00%−57,371−100.0%Sold out
Sawgrass Asset Management LLC0$00.00%−52,502−100.0%Sold out
Liontrust Investment Partners LLP0$00.00%−24,159−100.0%Sold out
Generali Asset Management SPA SGR0$00.00%−17,809−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−15,350−100.0%Sold out
Quantessence Capital LLC0$00.00%−13,700−100.0%Sold out
Nomura Holdings Inc0$00.00%−12,516−100.0%Sold out
Allstate Corp0$00.00%−10,019−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−8,519−100.0%Sold out
TownSquare Capital, LLC0$00.00%−8,298−100.0%Sold out
Amussen Hunsaker Associates LLC0$00.00%−6,728−100.0%Sold out
Fullerton Fund Management Co Ltd.0$00.00%−6,435−100.0%Sold out
Baldwin Investment Management, LLC0$00.00%−5,917−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−5,807−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−5,807−100.0%Sold out
Qtron Investments LLC0$00.00%−5,680−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−5,280−100.0%Sold out
Laurion Capital Management LP0$00.00%−4,718−100.0%Sold out
Mirova0$00.00%−4,324−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−4,295−100.0%Sold out
Headinvest, LLC0$00.00%−3,564−100.0%Sold out
Boston Private Wealth LLC0$00.00%−3,297−100.0%Sold out
Sowell Financial Services LLC0$00.00%−2,824−100.0%Sold out