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 |
|---|---|---|---|---|---|
| StoneX Group Inc. | 10,358 | $1.03M | 0.05% | +4,831+87.4% | Added |
| Bartlett & Co. Wealth Management LLC | 10,229 | $1.01M | 0.01% | +320+3.2% | Added |
| GWM Advisors LLC | 10,222 | $1.01M | 0.01% | +1,196+13.3% | Added |
| Ridgewood Investments LLC | 10,191 | $1.01M | 0.44% | +4,525+79.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 10,163 | $1.01M | 0.03% | 00.0% | Unchanged |
| Woodstock Corp | 10,019 | $992.1K | 0.09% | −1,246−11.1% | Reduced |
| Cresset Asset Management, LLC | 9,965 | $986.8K | 0.00% | −1,633−14.1% | Reduced |
| Meeder Advisory Services, Inc. | 9,922 | $982.4K | 0.05% | −591−5.6% | Reduced |
| Empowered Funds, LLC | 9,896 | $979.9K | 0.01% | +908+10.1% | Added |
| Investment Management Corp of Ontario | 9,708 | $961.3K | 0.01% | −1,600−14.1% | Reduced |
| Kornitzer Capital Management Inc | 9,684 | $958.9K | 0.02% | +9,684 | New |
| Eventide Asset Management, LLC | 9,801 | $957.5K | 0.02% | +4,424+82.3% | Added |
| EP Wealth Advisors, LLC | 9,619 | $952.5K | 0.01% | +2,200+29.7% | Added |
| Applied Finance Capital Management, LLC | 9,530 | $943.7K | 0.06% | −465−4.7% | Reduced |
| Trust Co of Toledo NA | 9,524 | $943.1K | 0.10% | −180−1.9% | Reduced |
| Compass Wealth Management LLC | 9,515 | $942.2K | 0.22% | −150−1.6% | Reduced |
| STRS Ohio | 9,446 | $935.3K | 0.00% | +9,446 | New |
| Principal Securities, Inc. | 9,347 | $925.5K | 0.02% | −4,799−33.9% | Reduced |
| La Banque Postale Asset Management SA | 9,248 | $915.7K | 0.01% | −1,042−10.1% | Reduced |
| Home Federal Bank of Tennessee | 9,226 | $913.6K | 0.26% | 00.0% | Unchanged |
| Burney Co | 9,217 | $912.7K | 0.03% | −528−5.4% | Reduced |
| Monarch Capital Management Inc | 9,113 | $902.4K | 0.24% | −100−1.1% | Reduced |
| Holowesko Partners Ltd. | 9,000 | $891.2K | 0.33% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $884.2K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 8,925 | $883.8K | 0.01% | −2,904−24.5% | Reduced |
| FineMark National Bank & Trust | 8,770 | $868.4K | 0.03% | +19+0.2% | Added |
| MUFG Securities Americas Inc. | 8,747 | $866.1K | 0.07% | +1,728+24.6% | Added |
| AustralianSuper Pty Ltd | 8,718 | $863.3K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 8,647 | $856.2K | 0.01% | −448−4.9% | Reduced |
| Ossiam | 8,646 | $856.1K | 0.01% | −166−1.9% | Reduced |
| Callan Family Office, LLC | 8,619 | $853.5K | 0.03% | +5,212+153.0% | Added |
| Headlands Technologies LLC | 8,606 | $852.2K | 0.10% | +8,606 | New |
| Vontobel Holding Ltd. | 8,598 | $851.4K | 0.00% | −856−9.1% | Reduced |
| NorthRock Partners, LLC | 8,574 | $849.0K | 0.02% | +1,842+27.4% | Added |
| IMA Wealth, Inc. | 8,570 | $848.6K | 0.09% | −127−1.5% | Reduced |
| Field & Main Bank | 8,562 | $847.8K | 0.28% | −140−1.6% | Reduced |
| Birch Hill Investment Advisors LLC | 8,537 | $845.3K | 0.04% | −788−8.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,467 | $838.4K | 0.08% | −61−0.7% | Reduced |
| Mirae Asset Securities (USA) Inc. | 8,422 | $833.9K | 0.04% | +8,422 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,395 | $831.3K | 0.01% | −1,052−11.1% | Reduced |
| Oppenheimer & Co Inc | 8,299 | $821.8K | 0.01% | −5−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 8,247 | $816.7K | 0.01% | +1,020+14.1% | Added |
| Dumont & Blake Investment Advisors LLC | 8,167 | $808.7K | 0.21% | +50+0.6% | Added |
| Daymark Wealth Partners, LLC | 8,116 | $803.6K | 0.03% | −558−6.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,100 | $802.1K | 0.00% | −5,452,736−99.9% | Reduced |
| Parallel Advisors, LLC | 8,082 | $800.3K | 0.02% | −1,184−12.8% | Reduced |
| Ballentine Partners, LLC | 7,999 | $792.1K | 0.01% | +2,242+38.9% | Added |
| Horizon Investments, LLC | 7,986 | $790.8K | 0.01% | +500+6.7% | Added |
| Walleye Capital LLC | 7,879 | $780.2K | 0.01% | +7,879 | New |
| Moneta Group Investment Advisors LLC | 7,860 | $778.3K | 0.01% | +2,448+45.2% | Added |
| Vestcor Inc | 7,833 | $776.0K | 0.02% | −50−0.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,769 | $769.3K | 0.08% | 00.0% | Unchanged |
| American National Bank | 7,716 | $764.0K | 0.08% | −1,050−12.0% | Reduced |
| Sit Investment Associates Inc | 7,720 | $764.0K | 0.02% | −695−8.3% | Reduced |
| GF Fund Management Co. Ltd. | 7,714 | $763.8K | 0.02% | +7,714 | New |
| GAMMA Investing LLC | 7,690 | $761.5K | 0.05% | −263−3.3% | Reduced |
| Kestra Private Wealth Services, LLC | 7,677 | $760.2K | 0.01% | −215−2.7% | Reduced |
| Panagora Asset Management Inc | 7,647 | $757.2K | 0.00% | −1,005−11.6% | Reduced |
| Sequoia Financial Advisors, LLC | 7,614 | $754.0K | 0.01% | −2,322−23.4% | Reduced |
| Acadian Asset Management LLC | 7,613 | $752.0K | 0.00% | +3,568+88.2% | Added |
| Pring Turner Capital Group Inc | 7,575 | $750.1K | 0.48% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 7,567 | $749.3K | 0.02% | −82−1.1% | Reduced |
| Cinctive Capital Management LP | 7,544 | $747.0K | 0.04% | +4,144+121.9% | Added |
| SG Americas Securities, LLC | 7,537 | $746.0K | 0.00% | −17,011−69.3% | Reduced |
| Curated Wealth Partners LLC | 7,514 | $744.0K | 0.09% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 7,514 | $744.0K | 0.02% | +1,333+21.6% | Added |
| Wedbush Securities Inc | 7,456 | $738.0K | 0.03% | +310+4.3% | Added |
| MASTERINVEST Kapitalanlage GmbH | 7,414 | $734.1K | 0.08% | +7,414 | New |
| Lee Danner & Bass Inc | 7,410 | $733.7K | 0.06% | −573−7.2% | Reduced |
| Eastern Bank | 7,396 | $732.4K | 0.01% | −102−1.4% | Reduced |
| Concurrent Investment Advisors, LLC | 7,366 | $729.3K | 0.01% | +785+11.9% | Added |
| Fire Capital Management LLC | 7,346 | $727.4K | 0.46% | 00.0% | Unchanged |
| Diversified Trust Co | 7,159 | $708.9K | 0.02% | −126−1.7% | Reduced |
| Cooper Financial Group | 7,157 | $708.7K | 0.08% | −122−1.7% | Reduced |
| Werlinich Asset Management, LLC | 7,155 | $708.5K | 0.39% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7,154 | $708.4K | 0.03% | +647+9.9% | Added |
| Ar Asset Management Inc | 7,150 | $708.0K | 0.16% | −50−0.7% | Reduced |
| Romano Brothers and Company | 7,074 | $700.5K | 0.09% | −85−1.2% | Reduced |
| Glenview Trust Co | 7,024 | $695.5K | 0.01% | −392−5.3% | Reduced |
| Independent Advisor Alliance | 7,019 | $695.0K | 0.02% | +2,063+41.6% | Added |
| Medallion Wealth Advisors, LLC | 6,901 | $692.0K | 0.27% | −44−0.6% | Reduced |
| Rehmann Capital Advisory Group | 6,983 | $691.5K | 0.04% | +159+2.3% | Added |
| Cullen/Frost Bankers, Inc. | 6,980 | $691.1K | 0.01% | −103,266−93.7% | Reduced |
| Wedmont Private Capital | 6,930 | $688.4K | 0.03% | −676−8.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 6,947 | $688.0K | 0.01% | +116+1.7% | Added |
| ICW Investment Advisors LLC | 6,839 | $677.2K | 0.27% | +239+3.6% | Added |
| EntryPoint Capital, LLC | 6,791 | $672.4K | 0.34% | +4,554+203.6% | Added |
| Waterford Advisors, LLC | 14,947 | $662.4K | 0.24% | +8,257+123.4% | Added |
| Williams Jones Wealth Management, LLC. | 6,688 | $662.2K | 0.01% | −10.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,684 | $661.8K | 0.04% | −261−3.8% | Reduced |
| Virtu Financial LLC | 6,675 | $661.0K | 0.03% | +6,675 | New |
| Azzad Asset Management Inc | 6,657 | $659.2K | 0.07% | +6,657 | New |
| Cookson Peirce & Co Inc | 6,500 | $643.6K | 0.03% | +6,500 | New |
| Curbstone Financial Management Corp | 6,448 | $638.5K | 0.13% | −700−9.8% | Reduced |
| Ellevest, Inc. | 6,412 | $634.9K | 0.10% | −3,421−34.8% | Reduced |
| State of Wyoming | 6,399 | $633.6K | 0.08% | −1,007−13.6% | Reduced |
| Auto-Owners Insurance Co | 6,393 | $633.0K | 0.01% | +1,393+27.9% | Added |
| Ostrum Asset Management | 6,372 | $631.0K | 0.03% | −183−2.8% | Reduced |
| Stratos Wealth Partners, LTD. | 6,347 | $628.5K | 0.01% | +271+4.5% | Added |
| Hartford Financial Management Inc. | 6,334 | $627.2K | 0.17% | −5,568−46.8% | Reduced |