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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 4,172 | $416.0K | 0.23% | 00.0% | Unchanged |
| United Advisor Group, LLC | 4,191 | $415.0K | 0.07% | +4,191 | New |
| Frank, Rimerman Advisors LLC | 4,185 | $414.4K | 0.03% | +1,699+68.3% | Added |
| Ferguson Wellman Capital Management, Inc | 4,168 | $412.7K | 0.01% | −742−15.1% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,160 | $411.9K | 0.11% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,106 | $406.6K | 0.01% | −206−4.8% | Reduced |
| DF Dent & Co Inc | 4,093 | $405.3K | 0.01% | −6,597−61.7% | Reduced |
| Syon Capital LLC | 4,047 | $400.7K | 0.03% | +570+16.4% | Added |
| Kraematon Investment Advisors, Inc | 4,034 | $399.4K | 0.38% | +10+0.2% | Added |
| Versant Capital Management, Inc | 4,025 | $398.6K | 0.06% | −13−0.3% | Reduced |
| Resonant Capital Advisors, LLC | 4,019 | $398.0K | 0.03% | +318+8.6% | Added |
| Charter Trust Co | 4,011 | $397.2K | 0.03% | −25−0.6% | Reduced |
| Mystic Asset Management, Inc. | 4,010 | $397.1K | 0.10% | −150−3.6% | Reduced |
| Knollwood Investment Advisory, LLC | 4,008 | $396.9K | 0.04% | 00.0% | Unchanged |
| Corient IA LLC | 4,000 | $396.1K | 0.23% | 00.0% | Unchanged |
| Trust Co of Virginia | 3,990 | $395.1K | 0.03% | −552−12.2% | Reduced |
| CenterBook Partners LP | 3,975 | $393.6K | 0.02% | +3,975 | New |
| Umb Bank N A | 3,970 | $393.1K | 0.01% | −806−16.9% | Reduced |
| Caldwell Trust Co | 3,933 | $389.4K | 0.04% | +989+33.6% | Added |
| Philadelphia Trust Co | 3,929 | $389.0K | 0.03% | −35−0.9% | Reduced |
| Atwood & Palmer Inc | 3,925 | $388.7K | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 3,920 | $388.2K | 0.01% | +3,920 | New |
| Rialto Wealth Management, LLC | 3,917 | $387.9K | 0.11% | +14+0.4% | Added |
| Cigna Investments Inc | 3,911 | $387.0K | 0.07% | −104−2.6% | Reduced |
| Fiduciary Group LLC | 3,886 | $384.8K | 0.04% | −200−4.9% | Reduced |
| Shelton Capital Management | 3,863 | $382.5K | 0.01% | +1,374+55.2% | Added |
| Westpac Banking Corp | 3,856 | $381.8K | 0.03% | +528+15.9% | Added |
| Busey Wealth Management | 3,849 | $381.1K | 0.01% | −178−4.4% | Reduced |
| AE Wealth Management LLC | 3,845 | $380.7K | 0.00% | +433+12.7% | Added |
| Fortune Financial Advisors, LLC | 3,824 | $378.7K | 0.30% | +248+6.9% | Added |
| Ameritas Investment Partners, Inc. | 3,778 | $374.1K | 0.01% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 3,776 | $373.9K | 0.30% | −29−0.8% | Reduced |
| Arista Wealth Management, LLC | 3,761 | $372.4K | 0.05% | +3,761 | New |
| Rothschild Investment LLC | 3,751 | $371.4K | 0.02% | −24−0.6% | Reduced |
| National Asset Management, Inc. | 3,730 | $369.3K | 0.02% | −2,286−38.0% | Reduced |
| Baader Bank INC | 3,720 | $368.4K | 0.03% | +1,372+58.4% | Added |
| Gamco Investors, Inc. Et Al | 3,700 | $366.4K | 0.00% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,698 | $366.2K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 3,688 | $365.2K | 0.30% | +3,688 | New |
| QSV Equity Investors LLC | 3,679 | $364.3K | 0.38% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,226 | $362.1K | 0.01% | +1,100+35.2% | Added |
| Kinneret Advisory, LLC | 3,655 | $361.9K | 0.03% | −5−0.1% | Reduced |
| Global Retirement Partners, LLC | 3,652 | $361.6K | 0.01% | +3,652 | New |
| GSB Wealth Management, LLC | 3,600 | $356.5K | 0.09% | −11−0.3% | Reduced |
| Aberdeen Wealth Management LLC | 3,574 | $353.9K | 0.24% | 00.0% | Unchanged |
| Vancity Investment Management Ltd | 3,566 | $353.0K | 0.04% | +565+18.8% | Added |
| Bell Investment Advisors, Inc | 3,546 | $351.1K | 0.06% | −6−0.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,544 | $350.9K | 0.03% | +41+1.2% | Added |
| Strategic Planning, Inc. | 3,544 | $350.9K | 0.21% | −15−0.4% | Reduced |
| Patten & Patten Inc | 3,505 | $347.1K | 0.02% | −20−0.6% | Reduced |
| Northwest Bancshares, Inc. | 3,505 | $347.1K | 0.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,917 | $346.6K | 0.01% | +1,207+44.5% | Added |
| Menora Mivtachim Holdings Ltd. | 3,500 | $346.6K | 0.00% | −1,096,496−99.7% | Reduced |
| Addison Advisors LLC | 3,494 | $346.0K | 0.09% | +24+0.7% | Added |
| Americana Partners, LLC | 3,476 | $344.2K | 0.01% | −15−0.4% | Reduced |
| Foster & Motley Inc | 3,470 | $344.0K | 0.02% | −116−3.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,455 | $343.8K | 0.01% | +240+7.5% | Added |
| Mather Group, LLC. | 3,470 | $343.6K | 0.00% | −499−12.6% | Reduced |
| Boston Family Office LLC | 3,462 | $343.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,430 | $339.6K | 0.01% | +35+1.0% | Added |
| PFG Investments, LLC | 3,428 | $339.4K | 0.02% | +121+3.7% | Added |
| Bokf, NA | 3,423 | $338.9K | 0.01% | +268+8.5% | Added |
| Farmers National Bank | 3,420 | $338.6K | 0.09% | 00.0% | Unchanged |
| Fruth Investment Management | 3,403 | $336.0K | 0.09% | 00.0% | Unchanged |
| NTV Asset Management LLC | 3,360 | $332.7K | 0.04% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,360 | $332.7K | 0.21% | +8+0.2% | Added |
| Tower Bridge Advisors | 3,346 | $331.3K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,265 | $323.3K | 0.03% | +3,265 | New |
| Axxcess Wealth Management, LLC | 3,264 | $323.2K | 0.01% | −32−1.0% | Reduced |
| Advisor OS, LLC | 3,256 | $322.4K | 0.03% | +49+1.5% | Added |
| Howland Capital Management LLC | 3,252 | $322.0K | 0.01% | +400+14.0% | Added |
| TCTC Holdings, LLC | 3,249 | $321.7K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,243 | $321.1K | 0.01% | +395+13.9% | Added |
| Invesco, LLC | 3,222 | $319.0K | 0.12% | −30−0.9% | Reduced |
| IHT Wealth Management, LLC | 3,221 | $319.0K | 0.01% | −1,470−31.3% | Reduced |
| Crestwood Advisors Group LLC | 3,218 | $318.6K | 0.01% | −44−1.3% | Reduced |
| BSW Wealth Partners | 3,202 | $317.1K | 0.04% | −580−15.3% | Reduced |
| First Affirmative Financial Network | 3,163 | $313.2K | 0.16% | +17+0.5% | Added |
| Simplex Trading, LLC | 3,151 | $312.0K | 0.01% | +3,151 | New |
| Great Diamond Partners, LLC | 3,147 | $311.6K | 0.07% | +3,147 | New |
| Essex Savings Bank | 3,135 | $310.4K | 0.07% | −308−8.9% | Reduced |
| Tiemann Investment Advisors, LLC | 3,124 | $309.3K | 0.13% | −35−1.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,112 | $308.0K | 0.01% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 3,110 | $307.9K | 0.03% | +27+0.9% | Added |
| Founders Financial Securities LLC | 3,107 | $307.7K | 0.02% | +15+0.5% | Added |
| Country Club Bank | 3,152 | $307.6K | 0.02% | −75−2.3% | Reduced |
| Assetmark, Inc | 3,105 | $307.4K | 0.00% | +2,052+194.9% | Added |
| Sanders Morris Harris LLC | 3,087 | $305.7K | 0.07% | +3,087 | New |
| Fidelis Capital Partners, LLC | 3,501 | $304.5K | 0.03% | +15+0.4% | Added |
| Citizens Financial Group Inc | 3,070 | $304.0K | 0.00% | +289+10.4% | Added |
| Forum Financial Management, LP | 3,066 | $303.6K | 0.00% | +111+3.8% | Added |
| Haverford Trust Co | 3,063 | $303.3K | 0.00% | +1,010+49.2% | Added |
| Sagespring Wealth Partners, LLC | 3,059 | $302.9K | 0.01% | +93+3.1% | Added |
| Boyd Watterson Asset Management LLC | 3,050 | $302.0K | 0.10% | −51−1.6% | Reduced |
| Tritonpoint Wealth, LLC | 3,046 | $301.6K | 0.03% | −198−6.1% | Reduced |
| Massmutual Trust Co FSB | 3,044 | $301.4K | 0.01% | +79+2.7% | Added |
| Premier Path Wealth Partners, LLC | 3,036 | $300.6K | 0.04% | +55+1.8% | Added |
| General Partner, Inc. | 3,029 | $299.9K | 0.18% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 3,021 | $299.1K | 0.05% | −50−1.6% | Reduced |
| St Germain D J Co Inc | 3,019 | $298.9K | 0.01% | +290+10.6% | Added |