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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 6,284 | $624.1K | 0.00% | +723+13.0% | Added |
| Westhampton Capital, LLC | 6,225 | $616.4K | 0.32% | −162−2.5% | Reduced |
| Central Trust Co | 6,169 | $610.9K | 0.01% | +98+1.6% | Added |
| Dearborn Partners LLC | 6,168 | $610.8K | 0.03% | −11,428−64.9% | Reduced |
| Soltis Investment Advisors LLC | 6,149 | $608.9K | 0.05% | −209−3.3% | Reduced |
| Clarendon Private LLC | 6,143 | $608.3K | 0.58% | +1,291+26.6% | Added |
| Means Investment Co., Inc. | 6,141 | $608.1K | 0.06% | 00.0% | Unchanged |
| Teza Capital Management LLC | 6,100 | $604.0K | 0.45% | +6,100 | New |
| Signaturefd, LLC | 6,072 | $601.2K | 0.01% | −358−5.6% | Reduced |
| Quotient Wealth Partners, LLC | 6,041 | $598.2K | 0.02% | −105−1.7% | Reduced |
| ELCO Management Co., LLC | 6,027 | $596.8K | 0.31% | −202−3.2% | Reduced |
| Ausdal Financial Partners, Inc. | 5,949 | $589.0K | 0.04% | +17+0.3% | Added |
| Penobscot Investment Management Company, Inc. | 5,924 | $586.6K | 0.05% | −422−6.6% | Reduced |
| Optas, LLC | 5,912 | $585.4K | 0.11% | −1,047−15.0% | Reduced |
| Allred Capital Management, LLC | 5,911 | $585.3K | 0.22% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,905 | $584.7K | 0.15% | +5,905 | New |
| Raiffeisen Bank International AG | 6,027 | $582.4K | 0.01% | −232−3.7% | Reduced |
| Mutual Advisors, LLC | 6,444 | $578.6K | 0.01% | +1,442+28.8% | Added |
| Ahl Investment Management, Inc. | 5,832 | $577.5K | 0.39% | −25−0.4% | Reduced |
| Ingalls & Snyder LLC | 5,804 | $575.0K | 0.02% | +231+4.1% | Added |
| Amica Retiree Medical Trust | 5,752 | $570.0K | 0.82% | 00.0% | Unchanged |
| Entropy Technologies, LP | 5,754 | $569.8K | 0.05% | +5,754 | New |
| Simmons Bank | 5,680 | $562.4K | 0.04% | −18−0.3% | Reduced |
| Parsons Capital Management Inc | 5,593 | $553.8K | 0.03% | −6,664−54.4% | Reduced |
| Garrison Point Advisors, LLC | 5,575 | $552.0K | 0.25% | −170−3.0% | Reduced |
| Siemens Fonds Invest GmbH | 5,566 | $551.1K | 0.03% | +833+17.6% | Added |
| Inscription Capital, LLC | 5,548 | $549.4K | 0.08% | +5,548 | New |
| Warren Averett Asset Management, LLC | 5,515 | $546.1K | 0.01% | +1,144+26.2% | Added |
| Investment Advisory Services Inc | 5,514 | $546.0K | 0.18% | +320+6.2% | Added |
| Caption Management, LLC | 5,500 | $544.6K | 0.05% | +5,500 | New |
| Ninety One North America, Inc. | 5,494 | $544.0K | 0.03% | −996−15.3% | Reduced |
| Bull Street Advisors, LLC | 5,470 | $542.0K | 0.26% | 00.0% | Unchanged |
| Wendell David Associates Inc | 5,444 | $539.0K | 0.05% | −50−0.9% | Reduced |
| Milestone Asset Management Group, LLC | 5,358 | $530.6K | 0.39% | +5+0.1% | Added |
| Freestone Capital Holdings, LLC | 5,326 | $527.4K | 0.02% | +16+0.3% | Added |
| Moors & Cabot, Inc. | 5,316 | $526.4K | 0.02% | +317+6.3% | Added |
| Principal Street Partners, LLC | 5,316 | $526.4K | 0.05% | +2,322+77.6% | Added |
| LGT Group Foundation | 5,306 | $525.4K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,302 | $525.0K | 0.02% | +5,302 | New |
| Brighton Jones LLC | 5,293 | $524.1K | 0.01% | +2,133+67.5% | Added |
| Prime Capital Investment Advisors, LLC | 5,292 | $524.0K | 0.01% | −260−4.7% | Reduced |
| Aptus Capital Advisors, LLC | 5,255 | $520.4K | 0.01% | +155+3.0% | Added |
| Congress Wealth Management LLC | 5,248 | $519.8K | 0.01% | +1,633+45.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,244 | $519.3K | 0.06% | −619−10.6% | Reduced |
| Gateway Wealth Partners, LLC | 5,241 | $519.0K | 0.10% | +10.0% | Added |
| Meridian Management Co | 6,007 | $514.7K | 0.14% | −43−0.7% | Reduced |
| RMB Capital Management, LLC | 5,195 | $514.4K | 0.01% | +5,195 | New |
| Vise Technologies, Inc. | 5,188 | $513.7K | 0.02% | +5,188 | New |
| Silver Oak Securities, Inc | 5,144 | $509.3K | 0.04% | +23+0.4% | Added |
| Journey Strategic Wealth LLC | 5,132 | $508.2K | 0.02% | +2,566+100.0% | Added |
| Aster Capital Management (DIFC) Ltd | 5,113 | $506.3K | 0.11% | +5,113 | New |
| Valley Brook Capital Group | 5,065 | $501.5K | 0.38% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 5,033 | $498.4K | 0.01% | −43−0.8% | Reduced |
| Banque Transatlantique SA | 5,003 | $498.0K | 0.01% | −342−6.4% | Reduced |
| Grimes & Company, Inc. | 4,986 | $493.7K | 0.01% | −7−0.1% | Reduced |
| Oak Thistle LLC | 4,979 | $493.0K | 0.07% | +4,979 | New |
| Guggenheim Capital LLC | 4,963 | $491.4K | 0.00% | −1,909−27.8% | Reduced |
| First Western Trust Bank | 4,958 | $490.9K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 4,949 | $490.1K | 0.04% | −182−3.5% | Reduced |
| Holderness Investments Co | 4,944 | $489.6K | 0.11% | −807−14.0% | Reduced |
| TD Private Client Wealth LLC | 4,891 | $484.3K | 0.01% | −2,723−35.8% | Reduced |
| Perbak Capital Partners LLP | 4,863 | $481.5K | 0.11% | +2,686+123.4% | Added |
| V-Square Quantitative Management LLC | 4,846 | $479.9K | 0.06% | −3,872−44.4% | Reduced |
| Connable Office Inc | 4,842 | $479.5K | 0.05% | +4,842 | New |
| Banque Cantonale Vaudoise | 4,845 | $479.0K | 0.02% | −2,812−36.7% | Reduced |
| Caxton Associates LLP | 4,774 | $472.7K | 0.01% | −9,942−67.6% | Reduced |
| Montag A & Associates Inc | 4,749 | $470.3K | 0.02% | −200−4.0% | Reduced |
| Stephens Inc | 4,735 | $468.9K | 0.01% | +25+0.5% | Added |
| TD Waterhouse Canada Inc. | 4,656 | $467.7K | 0.00% | −3,219−40.9% | Reduced |
| Hilltop Holdings Inc. | 4,692 | $464.6K | 0.03% | −222−4.5% | Reduced |
| Graypoint LLC | 4,686 | $464.0K | 0.03% | +272+6.2% | Added |
| DRW Securities, LLC | 4,668 | $462.2K | 0.03% | +4,668 | New |
| City Holding Co | 4,605 | $456.0K | 0.06% | −62−1.3% | Reduced |
| Checchi Capital Advisers, LLC | 4,600 | $455.5K | 0.03% | −483−9.5% | Reduced |
| Valeo Financial Advisors, LLC | 4,583 | $453.8K | 0.01% | +33+0.7% | Added |
| Core Wealth Partners LLC | 4,570 | $452.5K | 0.23% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,552 | $451.0K | 0.07% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,544 | $450.0K | 0.03% | +4,544 | New |
| Private Wealth Asset Management, LLC | 4,531 | $448.7K | 0.06% | −97−2.1% | Reduced |
| 1st Source Bank | 4,526 | $448.2K | 0.02% | +178+4.1% | Added |
| Everett Harris & Co | 4,518 | $447.4K | 0.01% | −449−9.0% | Reduced |
| EverSource Wealth Advisors, LLC | 4,517 | $447.3K | 0.02% | +1,467+48.1% | Added |
| Gabelli Funds LLC | 4,500 | $445.6K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,463 | $441.9K | 0.01% | −321−6.7% | Reduced |
| Exencial Wealth Advisors, LLC | 4,452 | $440.8K | 0.02% | +102+2.3% | Added |
| Excalibur Management Corp | 4,435 | $439.2K | 0.16% | −90−2.0% | Reduced |
| Profund Advisors LLC | 4,432 | $438.9K | 0.02% | +413+10.3% | Added |
| Fifth Third Wealth Advisors LLC | 4,403 | $436.0K | 0.02% | −15−0.3% | Reduced |
| Texas Bank & Trust Co | 4,400 | $435.7K | 0.17% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,392 | $434.9K | 0.04% | −984−18.3% | Reduced |
| Forte Capital LLC | 4,375 | $433.2K | 0.05% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,326 | $428.4K | 0.22% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,325 | $428.3K | 0.03% | +197+4.8% | Added |
| CX Institutional | 4,323 | $428.0K | 0.01% | −99−2.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $425.8K | 0.12% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 4,288 | $424.6K | 0.08% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,274 | $423.2K | 0.03% | −250−5.5% | Reduced |
| Beck Mack & Oliver LLC | 4,232 | $419.1K | 0.01% | −165−3.8% | Reduced |
| Sovereign Financial Group, Inc. | 4,208 | $416.7K | 0.09% | −297−6.6% | Reduced |
| Hancock Whitney Corp | 4,205 | $416.4K | 0.01% | +2,039+94.1% | Added |