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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 44,938 | $4.45M | 0.01% | +128+0.3% | Added |
| Swiss Life Asset Management Ltd | 44,421 | $4.40M | 0.03% | +10,175+29.7% | Added |
| Farmers & Merchants Investments Inc | 44,345 | $4.39M | 0.13% | +2,861+6.9% | Added |
| State of Alaska, Department of Revenue | 44,286 | $4.38M | 0.05% | −2,140−4.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 44,048 | $4.36M | 0.01% | −2,140−4.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 43,855 | $4.34M | 0.15% | −261−0.6% | Reduced |
| OP Asset Management Ltd | 43,665 | $4.32M | 0.06% | −169−0.4% | Reduced |
| Brown Shipley& Co Ltd | 43,543 | $4.31M | 2.37% | −645−1.5% | Reduced |
| Davis-Rea Ltd. | 42,975 | $4.26M | 1.06% | −32−0.1% | Reduced |
| Cetera Investment Advisers | 42,621 | $4.22M | 0.01% | −79−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 42,468 | $4.21M | 0.03% | −630−1.5% | Reduced |
| Alps Advisors Inc | 41,293 | $4.09M | 0.02% | −207−0.5% | Reduced |
| Brookstone Capital Management | 40,879 | $4.05M | 0.05% | +609+1.5% | Added |
| Scotia Capital Inc. | 40,436 | $4.00M | 0.02% | −6,337−13.5% | Reduced |
| Evoke Wealth, LLC | 40,111 | $3.97M | 0.09% | −1,014−2.5% | Reduced |
| Cubist Systematic Strategies, LLC | 40,000 | $3.96M | 0.04% | +40,000 | New |
| First Manhattan Co | 39,896 | $3.95M | 0.01% | −653−1.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 39,544 | $3.92M | 0.04% | +4,738+13.6% | Added |
| Sciencast Management LP | 39,527 | $3.91M | 0.81% | +4,606+13.2% | Added |
| Spirepoint Private Client, LLC | 38,931 | $3.85M | 0.44% | +1,427+3.8% | Added |
| Colony Group, LLC | 38,084 | $3.77M | 0.01% | +2,117+5.9% | Added |
| Wesleyan Assurance Society | 38,100 | $3.77M | 0.24% | 00.0% | Unchanged |
| Agf Management Ltd | 37,802 | $3.74M | 0.02% | +4,338+13.0% | Added |
| Northwestern Mutual Wealth Management Co | 37,406 | $3.70M | 0.00% | +2,215+6.3% | Added |
| Banco Santander, S.A. | 36,683 | $3.63M | 0.03% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 36,133 | $3.58M | 0.01% | −7,173−16.6% | Reduced |
| Hudson Bay Capital Management LP | 36,089 | $3.57M | 0.02% | −22,187−38.1% | Reduced |
| Rafferty Asset Management, LLC | 35,630 | $3.53M | 0.01% | +6,019+20.3% | Added |
| Richard Bernstein Advisors LLC | 35,355 | $3.50M | 0.09% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 35,014 | $3.47M | 0.03% | −6,090−14.8% | Reduced |
| Regions Financial Corp | 34,970 | $3.46M | 0.02% | −1,634−4.5% | Reduced |
| Avanza Fonder AB | 34,728 | $3.44M | 0.10% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 34,133 | $3.38M | 0.10% | −217−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 34,097 | $3.38M | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 33,805 | $3.35M | 0.02% | +1,447+4.5% | Added |
| Occudo Quantitative Strategies LP | 33,644 | $3.33M | 0.37% | +33,644 | New |
| NEOS Investment Management LLC | 33,543 | $3.32M | 0.04% | +7,132+27.0% | Added |
| Fiduciary Trust Co | 33,057 | $3.27M | 0.04% | −5,328−13.9% | Reduced |
| Threadgill Financial, LLC | 33,472 | $3.25M | 1.74% | −93−0.3% | Reduced |
| CIBC World Markets Inc. | 32,759 | $3.24M | 0.01% | −26,553−44.8% | Reduced |
| Circle Wealth Management, LLC | 32,510 | $3.22M | 0.07% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 32,245 | $3.19M | 0.01% | +2,132+7.1% | Added |
| Teachers Retirement System of the State of Kentucky | 31,246 | $3.09M | 0.03% | +396+1.3% | Added |
| Shelter Mutual Insurance Co | 31,200 | $3.09M | 0.72% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 31,143 | $3.08M | 0.62% | +3,991+14.7% | Added |
| Oxbow Advisors, LLC | 30,532 | $3.02M | 0.33% | +30,532 | New |
| XTX Topco Ltd | 30,491 | $3.02M | 0.13% | +3,240+11.9% | Added |
| Canada Post Corp Registered Pension Plan | 30,101 | $2.98M | 0.18% | +30,101 | New |
| Roundview Capital LLC | 29,996 | $2.97M | 0.20% | +638+2.2% | Added |
| Public Sector Pension Investment Board | 29,879 | $2.96M | 0.01% | −23,688−44.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 29,640 | $2.94M | 0.01% | −2,033−6.4% | Reduced |
| Machina Capital S.A.S. | 29,452 | $2.92M | 0.61% | +29,452 | New |
| LRI Investments, LLC | 29,129 | $2.88M | 0.25% | 00.0% | Unchanged |
| Arlington Partners LLC | 29,022 | $2.87M | 1.06% | −15,465−34.8% | Reduced |
| Lecap Asset Management Ltd | 28,627 | $2.83M | 1.00% | +28,627 | New |
| Quest Partners LLC | 28,443 | $2.82M | 0.28% | −4,564−13.8% | Reduced |
| Ieq Capital, LLC | 27,607 | $2.73M | 0.02% | +21,360+341.9% | Added |
| Mizuho Securities USA LLC | 27,282 | $2.70M | 0.06% | +27,282 | New |
| Sterling Capital Management LLC | 27,276 | $2.70M | 0.04% | +4,457+19.5% | Added |
| Letson Investment Management, Inc. | 27,164 | $2.69M | 1.06% | +37+0.1% | Added |
| Evercore Wealth Management, LLC | 27,113 | $2.68M | 0.04% | +49+0.2% | Added |
| Eleva Capital SAS | 27,031 | $2.68M | 0.58% | +27,031 | New |
| Toroso Investments, LLC | 26,677 | $2.64M | 0.02% | +418+1.6% | Added |
| Silvercrest Asset Management Group LLC | 26,639 | $2.64M | 0.02% | +376+1.4% | Added |
| Glenmede Investment Management, LP | 26,586 | $2.63M | 0.01% | +26,586 | New |
| Employees Retirement System of Texas | 26,456 | $2.62M | 0.02% | +26,456 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 26,331 | $2.61M | 0.04% | 00.0% | Unchanged |
| M. Kraus & Co | 26,028 | $2.58M | 0.76% | −317−1.2% | Reduced |
| Delta Global Management LP | 25,832 | $2.56M | 0.17% | +25,832 | New |
| ISAM Funds (UK) Ltd | 25,586 | $2.53M | 0.56% | +9,230+56.4% | Added |
| Kentucky Retirement Systems | 25,574 | $2.53M | 0.07% | −1,676−6.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 25,279 | $2.50M | 0.40% | −1,663−6.2% | Reduced |
| Close Asset Management Ltd | 24,921 | $2.47M | 0.07% | −30−0.1% | Reduced |
| Blair William & Co | 24,770 | $2.45M | 0.01% | +3,121+14.4% | Added |
| CWM, LLC | 24,369 | $2.41M | 0.01% | +7,893+47.9% | Added |
| Campbell & CO Investment Adviser LLC | 24,196 | $2.40M | 0.15% | +24,196 | New |
| BDF-Gestion | 24,155 | $2.39M | 0.27% | −2,633−9.8% | Reduced |
| Hartford Investment Management Co | 23,871 | $2.36M | 0.08% | −351−1.4% | Reduced |
| Canandaigua National Bank & Trust Co | 23,718 | $2.35M | 0.22% | −169−0.7% | Reduced |
| AMG National Trust Bank | 23,587 | $2.34M | 0.06% | +40+0.2% | Added |
| Cohen Klingenstein LLC | 23,500 | $2.33M | 0.08% | 00.0% | Unchanged |
| FORA Capital, LLC | 23,411 | $2.32M | 0.26% | +9,946+73.9% | Added |
| Crossmark Global Holdings, Inc. | 23,378 | $2.31M | 0.04% | −671−2.8% | Reduced |
| Heritage Investors Management Corp | 23,260 | $2.30M | 0.07% | −260−1.1% | Reduced |
| Merit Financial Group, LLC | 23,255 | $2.30M | 0.03% | +6,900+42.2% | Added |
| JB Capital LLC | 22,950 | $2.27M | 0.11% | −431−1.8% | Reduced |
| YHB Investment Advisors, Inc. | 22,796 | $2.26M | 0.17% | −33−0.1% | Reduced |
| DMKC Advisory Services, LLC | 22,321 | $2.26M | 1.18% | +1,958+9.6% | Added |
| Norinchukin Bank, The | 22,618 | $2.24M | 0.03% | +1,818+8.7% | Added |
| Okabena Investment Services Inc | 22,460 | $2.22M | 0.49% | −2,484−10.0% | Reduced |
| Savant Capital, LLC | 22,292 | $2.21M | 0.02% | +1,063+5.0% | Added |
| Avantax Advisory Services, Inc. | 22,133 | $2.19M | 0.01% | +3,159+16.6% | Added |
| Venture Visionary Partners LLC | 21,958 | $2.17M | 0.08% | −296−1.3% | Reduced |
| ASR Vermogensbeheer N.V. | 21,610 | $2.14M | 0.03% | +705+3.4% | Added |
| Tower Research Capital LLC (TRC) | 21,515 | $2.13M | 0.06% | +6,021+38.9% | Added |
| Steward Partners Investment Advisory, LLC | 21,418 | $2.12M | 0.02% | +174+0.8% | Added |
| Beacon Pointe Advisors, LLC | 21,294 | $2.11M | 0.02% | +6,462+43.6% | Added |
| Investment Research & Advisory Group, Inc. | 20,918 | $2.07M | 0.78% | +1,048+5.3% | Added |
| Tocqueville Asset Management L.P. | 20,907 | $2.07M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 20,800 | $2.06M | 0.04% | −500−2.3% | Reduced |