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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 20,642 | $2.04M | 0.14% | +16,322+377.8% | Added |
| Securian Asset Management, Inc | 20,554 | $2.04M | 0.06% | −443−2.1% | Reduced |
| Arete Wealth Advisors, LLC | 20,528 | $2.03M | 0.14% | +20,528 | New |
| Private Advisor Group, LLC | 20,495 | $2.03M | 0.01% | +546+2.7% | Added |
| Gulf International Bank (UK) Ltd | 20,262 | $2.01M | 0.07% | −3,475−14.6% | Reduced |
| Bailard, Inc. | 19,673 | $1.95M | 0.05% | +19,673 | New |
| Jones Financial Companies LLLP | 19,662 | $1.92M | 0.00% | +1,460+8.0% | Added |
| Shell Asset Management Co | 19,370 | $1.92M | 0.07% | +10,633+121.7% | Added |
| Dodge & Cox | 19,320 | $1.91M | 0.00% | −2,390−11.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 19,229 | $1.90M | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 19,207 | $1.90M | 0.04% | +549+2.9% | Added |
| Rockland Trust Co | 19,160 | $1.90M | 0.09% | −1,993−9.4% | Reduced |
| Huntington National Bank | 19,070 | $1.89M | 0.01% | −156−0.8% | Reduced |
| Pinnacle Associates Ltd | 19,066 | $1.89M | 0.03% | −80−0.4% | Reduced |
| Sage Capital Management, LLC | 19,045 | $1.89M | 0.91% | −330−1.7% | Reduced |
| Essex Financial Services, Inc. | 19,041 | $1.89M | 0.12% | +113+0.6% | Added |
| NBT Bank N A | 19,015 | $1.88M | 0.13% | −295−1.5% | Reduced |
| Plato Investment Management Ltd | 19,033 | $1.88M | 0.14% | −3,712−16.3% | Reduced |
| Kestra Advisory Services, LLC | 18,891 | $1.87M | 0.01% | +483+2.6% | Added |
| Louisbourg Investments Inc. | 21,541 | $1.86M | 0.44% | −2,350−9.8% | Reduced |
| New Mexico Educational Retirement Board | 18,708 | $1.85M | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 18,688 | $1.85M | 0.04% | +3,386+22.1% | Added |
| Allspring Global Investments Holdings, LLC | 18,395 | $1.85M | 0.00% | −33−0.2% | Reduced |
| RSM US Wealth Management LLC | 18,379 | $1.82M | 0.03% | −132−0.7% | Reduced |
| Hartford Funds Management Co LLC | 18,090 | $1.79M | 0.15% | +3,369+22.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,709 | $1.75M | 0.02% | +3,375+23.5% | Added |
| Whittier Trust Co of Nevada Inc | 17,485 | $1.73M | 0.04% | −651−3.6% | Reduced |
| Sanctuary Advisors, LLC | 17,309 | $1.71M | 0.01% | −2,382−12.1% | Reduced |
| E. Ohman J:or Asset Management AB | 17,300 | $1.71M | 0.04% | 00.0% | Unchanged |
| Everence Capital Management Inc | 16,780 | $1.66M | 0.11% | 00.0% | Unchanged |
| Chicago Capital, LLC | 16,781 | $1.66M | 0.04% | +2,920+21.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,737 | $1.66M | 0.01% | −2,066−11.0% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 16,690 | $1.65M | 0.08% | +669+4.2% | Added |
| T. Rowe Price Investment Management, Inc. | 16,488 | $1.63M | 0.00% | +10,566+178.4% | Added |
| Fifth Third Bancorp | 16,369 | $1.62M | 0.01% | +1,282+8.5% | Added |
| Bessemer Group Inc | 16,282 | $1.61M | 0.00% | +1,817+12.6% | Added |
| Shelter Ins Retirement Plan | 16,000 | $1.58M | 1.86% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 15,980 | $1.58M | 0.07% | −65,470−80.4% | Reduced |
| Tealwood Asset Management Inc | 15,844 | $1.57M | 0.70% | +15,844 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 15,744 | $1.56M | 0.00% | +11,016+233.0% | Added |
| Tufton Capital Management | 15,261 | $1.51M | 0.29% | −175−1.1% | Reduced |
| Private Trust Co NA | 15,226 | $1.51M | 0.14% | −9−0.1% | Reduced |
| HB Wealth Management, LLC | 14,953 | $1.48M | 0.01% | −5,362−26.4% | Reduced |
| Trivant Custom Portfolio Group, LLC | 14,729 | $1.46M | 0.80% | −294−2.0% | Reduced |
| Omers Administration Corp | 14,644 | $1.45M | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 14,610 | $1.45M | 0.05% | 00.0% | Unchanged |
| Empirical Finance, LLC | 14,462 | $1.43M | 0.07% | +89+0.6% | Added |
| Metis Global Partners, LLC | 14,176 | $1.40M | 0.04% | −1,886−11.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 14,000 | $1.39M | 0.24% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 13,969 | $1.38M | 0.25% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 13,876 | $1.37M | 0.01% | +104+0.8% | Added |
| BKD Wealth Advisors, LLC | 13,674 | $1.35M | 0.03% | −46−0.3% | Reduced |
| Argent Trust Co | 13,474 | $1.33M | 0.05% | −3,206−19.2% | Reduced |
| Perigon Wealth Management, LLC | 13,435 | $1.33M | 0.03% | −42−0.3% | Reduced |
| Diversify Wealth Management, LLC | 15,009 | $1.32M | 0.08% | +1,631+12.2% | Added |
| Lafayette Investments, Inc. | 13,290 | $1.32M | 0.27% | +408+3.2% | Added |
| Vident Advisory, LLC | 13,269 | $1.31M | 0.01% | −725−5.2% | Reduced |
| Tiaa Trust, National Association | 13,120 | $1.30M | 0.00% | −892−6.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.29M | 0.15% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 12,998 | $1.29M | 0.01% | +9,436+264.9% | Added |
| Pensionfund Sabic | 13,000 | $1.29M | 0.36% | −1,000−7.1% | Reduced |
| Goelzer Investment Management, Inc. | 12,995 | $1.29M | 0.07% | 00.0% | Unchanged |
| Trust Co of Vermont | 12,870 | $1.27M | 0.06% | −179−1.4% | Reduced |
| Synovus Financial Corp | 12,750 | $1.26M | 0.02% | −1,313−9.3% | Reduced |
| Ironwood Investment Management LLC | 12,609 | $1.25M | 0.61% | +138+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,590 | $1.25M | 0.02% | −21−0.2% | Reduced |
| Burling Wealth Partners, LLC | 12,531 | $1.24M | 0.23% | −563−4.3% | Reduced |
| Davenport & Co LLC | 12,497 | $1.24M | 0.01% | −225−1.8% | Reduced |
| Triangle Securities Wealth Management | 12,335 | $1.22M | 0.30% | −882−6.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,245 | $1.21M | 0.01% | +1,361+12.5% | Added |
| Dash Acquisitions Inc. | 13,690 | $1.21M | 0.26% | +220+1.6% | Added |
| Ci Investments Inc. | 11,986 | $1.19M | 0.00% | +31+0.3% | Added |
| Atria Investments LLC | 11,942 | $1.18M | 0.01% | −1,989−14.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,745 | $1.16M | 0.04% | +1,460+14.2% | Added |
| Apollon Wealth Management, LLC | 11,697 | $1.16M | 0.02% | +3,783+47.8% | Added |
| Carolina Wealth Advisors, LLC | 11,666 | $1.16M | 0.57% | +2,820+31.9% | Added |
| Bollard Group LLC | 11,643 | $1.15M | 0.03% | +356+3.2% | Added |
| Resources Investment Advisors, LLC. | 11,597 | $1.15M | 0.01% | −698−5.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,587 | $1.15M | 0.60% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 11,475 | $1.14M | 0.07% | −17−0.1% | Reduced |
| Whittier Trust Co | 11,471 | $1.14M | 0.01% | −1,197−9.4% | Reduced |
| Rossmore Private Capital | 11,372 | $1.13M | 0.13% | +21+0.2% | Added |
| Lido Advisors, LLC | 11,344 | $1.12M | 0.01% | +1,476+15.0% | Added |
| Bryn Mawr Trust Co | 11,253 | $1.11M | 0.02% | +335+3.1% | Added |
| Principle Wealth Partners LLC | 11,227 | $1.11M | 0.07% | 00.0% | Unchanged |
| R Squared Ltd | 11,178 | $1.11M | 0.61% | +6,338+131.0% | Added |
| Neville Rodie & Shaw Inc | 11,158 | $1.10M | 0.08% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,975 | $1.09M | 0.03% | +31+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,854 | $1.07M | 0.07% | −753−6.5% | Reduced |
| Summit Trail Advisors, LLC | 10,847 | $1.07M | 0.02% | −3,642−25.1% | Reduced |
| Copeland Capital Management, LLC | 10,781 | $1.07M | 0.02% | −376−3.4% | Reduced |
| Advisors Asset Management, Inc. | 10,713 | $1.06M | 0.02% | +2,456+29.7% | Added |
| Clearstead Advisors, LLC | 10,669 | $1.06M | 0.01% | +1,068+11.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 10,633 | $1.05M | 0.12% | +10,633 | New |
| Integrated Wealth Concepts LLC | 10,561 | $1.05M | 0.01% | +3,564+50.9% | Added |
| Intech Investment Management LLC | 10,551 | $1.04M | 0.01% | −209−1.9% | Reduced |
| Quadrant Capital Group LLC | 10,507 | $1.04M | 0.04% | +3,450+48.9% | Added |
| HighPoint Advisor Group LLC | 10,453 | $1.04M | 0.05% | −416−3.8% | Reduced |
| Atom Investors LP | 10,444 | $1.03M | 0.09% | +10,444 | New |
| Bridges Investment Management Inc | 10,411 | $1.03M | 0.01% | +30.0% | Added |