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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
Fielder Capital Group LLC0$00.00%−2,818−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−2,800−100.0%Sold out
LMR Partners LLP0$00.00%−2,586−100.0%Sold out
KCM Investment Advisors LLC0$00.00%−2,487−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−2,404−100.0%Sold out
Seascape Capital Management0$00.00%−2,385−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−2,323−100.0%Sold out
First Foundation Advisors0$00.00%−2,175−100.0%Sold out
Conning Inc.0$00.00%−2,088−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−2,063−100.0%Sold out
Bridgewater Advisors Inc.0$00.00%−2,241−100.0%Sold out
Cullinan Associates Inc0$00.00%−2,000−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−2,000−100.0%Sold out
Marathon Capital Management0$00.00%−1,999−100.0%Sold out
ICONIQ Capital, LLC0$00.00%−1,995−100.0%Sold out
Plancorp, LLC0$00.00%−1,984−100.0%Sold out
Fractal Investments LLC0$00.00%−1,979−100.0%Sold out
Azimuth Capital Investment Management LLC0$00.00%−1,970−100.0%Sold out
Alta Advisers Ltd0$00.00%−1,968−100.0%Sold out
Commerzbank Aktiengesellschaft0$00.00%−1,965−100.0%Sold out
David Loasby0$00.00%−2,152−100.0%Sold out
Wescott Financial Advisory Group, LLC0$00.00%−1,963−100.0%Sold out
Becker Capital Management Inc0$00.00%−1,944−100.0%Sold out
Acropolis Investment Management, LLC0$00.00%−1,398−100.0%Sold out
Financial Life Planners0$00.00%−1,342−100.0%Sold out
Quent Capital, LLC0$00.00%−1,172−100.0%Sold out
Veritas Investment Partners (UK) Ltd.0$00.00%−800−100.0%Sold out
Group One Trading, L.P.0$00.00%−727−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−640−100.0%Sold out
Cacti Asset Management LLC0$00.00%−400−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−372−100.0%Sold out
Continuum Advisory, LLC0$00.00%−314−100.0%Sold out
Wayfinding Financial, LLC0$00.00%−306−100.0%Sold out
Osterweis Capital Management Inc0$00.00%−255−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−229−100.0%Sold out
Mattson Financial Services, LLC0$00.00%−225−100.0%Sold out
eCIO, Inc.0$00.00%−20,000−100.0%Sold out
Saudi Central Bank0$00.00%−157−100.0%Sold out
FSC Wealth Advisors, LLC0$00.00%−144−100.0%Sold out
ZynergyRetirementPlanningLLC0$00.00%−140−100.0%Sold out
McClarren Financial Advisors, Inc.0$00.00%−117−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−116−100.0%Sold out
Stonebridge Financial Group, LLC0$00.00%−59−100.0%Sold out
ROSS\JOHNSON & Associates LLC0$00.00%−40−100.0%Sold out
Abound Financial, LLC0$00.00%−37−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−22−100.0%Sold out
West Paces Advisors Inc.0$00.00%−14−100.0%Sold out
Tradewinds Capital Management, LLC0$00.00%−6−100.0%Sold out
Greenline Partners, LLC0$00.00%−6−100.0%Sold out
Bear Mountain Capital, Inc.0$00.00%−6−100.0%Sold out
Pensioenfonds Rail & Ov––––Not filed
Credit Agricole S A––––Not filed
Orion Portfolio Solutions, LLC––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Mizuho Securities USA LLC––––Not filed
Glenmede Trust Co NA––––Not filed
Selway Asset Management––––Not filed
Sandy Spring Bank––––Not filed
CAPROCK Group, Inc.––––Not filed
Lindbrook Capital, LLC––––Not filed
Monterey Private Wealth, Inc.––––Not filed
Callan Capital, LLC––––Not filed
Montecito Bank & Trust––––Not filed
Schechter Investment Advisors, LLC––––Not filed
Sabal Trust CO––––Not filed
US Financial Advisors, LLC––––Not filed
Financial Network Wealth Management LLC––––Not filed
Sofos Investments, Inc.––––Not filed
JCIC Asset Management Inc.––––Not filed