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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc. | 3,017 | $298.7K | 0.10% | 00.0% | Unchanged |
| Systematic Financial Management LP | 3,000 | $297.1K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $297.1K | 0.04% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $297.1K | 0.07% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,000 | $297.0K | 0.15% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,000 | $297.0K | 0.12% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,996 | $296.7K | 0.01% | +151+5.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,991 | $296.2K | 0.06% | +89+3.1% | Added |
| Meridian Wealth Management, LLC | 2,984 | $295.5K | 0.01% | −44−1.5% | Reduced |
| Sage Mountain Advisors LLC | 2,984 | $295.5K | 0.02% | +2,984 | New |
| First Citizens Bank & Trust Co | 2,978 | $294.9K | 0.01% | −361−10.8% | Reduced |
| Pitcairn Co | 2,971 | $294.2K | 0.02% | −1,455−32.9% | Reduced |
| McDonald Partners LLC | 2,947 | $291.9K | 0.07% | −5−0.2% | Reduced |
| Chicago Trust Co NA | 2,919 | $289.0K | 0.04% | −29−1.0% | Reduced |
| Enterprise Financial Services Corp | 2,911 | $288.2K | 0.15% | +49+1.7% | Added |
| Signature Wealth Management Partners, LLC | 2,910 | $288.1K | 0.16% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,909 | $288.0K | 0.01% | +2+0.1% | Added |
| LCM Capital Management Inc | 2,904 | $287.6K | 0.15% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 2,902 | $287.3K | 0.13% | +889+44.2% | Added |
| Great Lakes Advisors, LLC | 2,893 | $286.5K | 0.00% | +165+6.0% | Added |
| We Are One Seven, LLC | 2,878 | $285.0K | 0.01% | +2,878 | New |
| Aprio Wealth Management, LLC | 2,856 | $282.8K | 0.03% | −1,080−27.4% | Reduced |
| Reuter James Wealth Management, LLC | 2,853 | $282.5K | 0.04% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 2,850 | $282.2K | 0.22% | −50−1.7% | Reduced |
| Flagship Harbor Advisors, LLC | 2,845 | $281.7K | 0.01% | −129−4.3% | Reduced |
| Aull & Monroe Investment Management Corp | 2,845 | $281.7K | 0.15% | −1,325−31.8% | Reduced |
| Riverwater Partners LLC | 2,843 | $281.5K | 0.13% | −42−1.5% | Reduced |
| Integrity Alliance, LLC. | 2,839 | $281.2K | 0.02% | −3,628−56.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,838 | $281.0K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,817 | $278.9K | 0.13% | −66−2.3% | Reduced |
| Coldstream Capital Management Inc | 2,814 | $278.6K | 0.00% | −53−1.8% | Reduced |
| Ancora Advisors, LLC | 2,806 | $277.9K | 0.01% | +37+1.3% | Added |
| Adviser Investments LLC | 2,802 | $277.4K | 0.00% | −10.0% | Reduced |
| New England Capital Financial Advisors LLC | 2,793 | $276.6K | 0.13% | +8+0.3% | Added |
| CWA Asset Management Group, LLC | 2,789 | $276.1K | 0.01% | +252+9.9% | Added |
| Forbes J M & Co LLP | 2,781 | $275.4K | 0.03% | −23−0.8% | Reduced |
| Miracle Mile Advisors, LLC | 2,778 | $275.1K | 0.00% | +54+2.0% | Added |
| Horan Securities, Inc. | 2,770 | $274.2K | 0.10% | +2+0.1% | Added |
| Bard Financial Services, Inc. | 2,765 | $273.8K | 0.03% | −285−9.3% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $273.8K | 0.22% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,759 | $273.2K | 0.08% | +2,759 | New |
| Sentinel Trust Co Lba | 2,752 | $273.0K | 0.03% | −2−0.1% | Reduced |
| Change Path, LLC | 2,747 | $272.0K | 0.01% | −22−0.8% | Reduced |
| Dover Advisors, LLC | 2,702 | $267.6K | 0.12% | −235−8.0% | Reduced |
| Spinnaker Trust | 2,690 | $266.4K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,676 | $264.9K | 0.02% | +157+6.2% | Added |
| Cobblestone Capital Advisors LLC | 2,673 | $264.7K | 0.01% | +189+7.6% | Added |
| Laurel Wealth Advisors LLC | 2,668 | $264.2K | 0.04% | +138+5.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,668 | $264.2K | 0.01% | −680−20.3% | Reduced |
| Evergreen Capital Management LLC | 2,667 | $264.1K | 0.01% | +159+6.3% | Added |
| Howard Capital Management Inc. | 2,662 | $263.6K | 0.00% | +285+12.0% | Added |
| Colonial Trust Co | 2,655 | $262.9K | 0.04% | −10−0.4% | Reduced |
| Mengis Capital Management, Inc. | 2,650 | $262.4K | 0.06% | +2,650 | New |
| AlphaCore Capital LLC | 2,644 | $261.8K | 0.01% | +2,644 | New |
| Stonebridge Capital Advisors LLC | 2,643 | $261.7K | 0.02% | −95−3.5% | Reduced |
| Mission Wealth Management, LP | 2,607 | $258.2K | 0.01% | +22+0.9% | Added |
| Douglas Lane & Associates, LLC | 2,588 | $256.3K | 0.00% | −166−6.0% | Reduced |
| Sapient Capital LLC | 2,583 | $255.8K | 0.00% | −7−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 2,582 | $255.7K | 0.01% | −115−4.3% | Reduced |
| PKS Advisory Services, LLC | 2,575 | $255.0K | 0.06% | +121+4.9% | Added |
| Courier Capital LLC | 2,566 | $254.1K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 2,563 | $253.8K | 0.00% | −20−0.8% | Reduced |
| SeaCrest Wealth Management, LLC | 2,558 | $253.3K | 0.03% | −20−0.8% | Reduced |
| Prospera Financial Services Inc | 2,551 | $253.1K | 0.00% | +108+4.4% | Added |
| Buckingham Strategic Partners | 2,540 | $251.3K | 0.00% | +2,540 | New |
| Founders Capital Management, LLC | 2,537 | $251.2K | 0.04% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 2,532 | $250.7K | 0.17% | −443−14.9% | Reduced |
| MBB Public Markets I LLC | 2,525 | $250.0K | 0.03% | −588−18.9% | Reduced |
| Sterling Financial Planning, Inc. | 2,513 | $248.8K | 0.08% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,511 | $248.6K | 0.01% | −237−8.6% | Reduced |
| Great Valley Advisor Group, Inc. | 2,501 | $247.7K | 0.01% | −85−3.3% | Reduced |
| GHP Investment Advisors, Inc. | 2,500 | $247.6K | 0.01% | −109−4.2% | Reduced |
| Chemung Canal Trust Co | 2,500 | $247.6K | 0.05% | −526−17.4% | Reduced |
| Alberta Investment Management Corp | 2,500 | $247.6K | 0.00% | −171,771−98.6% | Reduced |
| Equitable Holdings, Inc. | 2,497 | $247.3K | 0.00% | −61−2.4% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,475 | $245.1K | 0.06% | +2,475 | New |
| Versor Investments LP | 2,473 | $244.9K | 0.04% | +2,473 | New |
| Manning & Napier Advisors LLC | 2,464 | $244.0K | 0.00% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 2,462 | $243.8K | 0.01% | +2,462 | New |
| Skopos Labs, Inc. | 2,456 | $243.1K | 0.03% | +274+12.6% | Added |
| Mountain Pacific Investment Advisers Inc | 2,455 | $243.1K | 0.02% | −235−8.7% | Reduced |
| 111 Capital | 2,440 | $241.6K | 0.04% | +2,440 | New |
| Sky Investment Group LLC | 2,434 | $241.0K | 0.04% | −2−0.1% | Reduced |
| Wealthspire Advisors, LLC | 2,425 | $240.1K | 0.00% | +201+9.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,418 | $239.4K | 0.01% | +82+3.5% | Added |
| Farmers Trust Co | 2,417 | $239.3K | 0.04% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 2,413 | $238.9K | 0.00% | −28,162−92.1% | Reduced |
| Parcion Private Wealth LLC | 2,411 | $238.7K | 0.02% | +2,411 | New |
| Claret Asset Management Corp | 2,408 | $238.0K | 0.03% | – | – |
| Leavell Investment Management, Inc. | 2,402 | $237.8K | 0.01% | −44−1.8% | Reduced |
| Proficio Capital Partners LLC | 2,392 | $236.9K | 0.01% | +273+12.9% | Added |
| Donaldson Capital Management, LLC | 2,388 | $236.5K | 0.01% | −202−7.8% | Reduced |
| Intrua Financial, LLC | 2,383 | $236.0K | 0.03% | −293−10.9% | Reduced |
| Patton Fund Management, Inc. | 2,369 | $234.6K | 0.05% | +2,369 | New |
| MSH Capital Advisors LLC | 2,362 | $233.9K | 0.07% | +122+5.4% | Added |
| Washington Trust Co | 2,356 | $233.3K | 0.01% | −502−17.6% | Reduced |
| Capital Advantage, Inc. | 2,354 | $233.1K | 0.04% | −20−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,353 | $233.0K | 0.01% | −3,695−61.1% | Reduced |
| Interchange Capital Partners, LLC | 2,343 | $232.0K | 0.05% | +63+2.8% | Added |
| Sentry LLC | 2,341 | $231.8K | 0.05% | 00.0% | Unchanged |