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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.

Q3 2025 vs. Q2 2025

How the institutions holding Otis Worldwide Corp changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of OTIS: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders1,270171,2530
Shares352.0M7.39M339.9M−4.73M (−1.4%)
Value$34.8B$732.0M$31.1B−$3.03B (−8.9%)

17 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (120)

Institutions that held Otis Worldwide Corp at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 120 by value.

Institutions new to OTIS in Q3 2025
InstitutionSharesValue% of portfolio
Independent Franchise Partners LLP1,098,496$100.4M0.66%
Scharf Investments, LLC800,601$73.2M1.84%
Cartenna Capital, LP775,000$70.9M3.70%
Balyasny Asset Management LLC646,692$59.1M0.12%
GFI Investment Counsel Ltd.645,539$59.0M6.15%
FIFTHDELTA Ltd451,178$41.3M12.90%
AXA Investment Managers S.A.280,262$25.6M0.07%
Credit Agricole S A213,874$19.6M0.06%
Galvin, Gaustad & Stein, LLC123,647$11.3M0.92%
BLI - Banque de Luxembourg Investments116,900$10.7M0.31%
Moran Wealth Management, LLC109,986$10.1M0.30%
Bridgewater Associates, LP103,849$9.49M0.04%
ING Groep NV90,738$8.30M0.04%
Numerai GP LLC69,773$6.38M0.90%
CIBC Bancorp USA Inc.58,875$5.38M0.03%
HITE Hedge Asset Management LLC54,321$4.97M0.27%
Eisler Capital Management Ltd.57,080$4.96M0.11%
Lighthouse Investment Partners, LLC48,244$4.41M0.16%
Albar Capital Partners LLP38,784$3.55M0.81%
ICICI Prudential Asset Management Co Ltd36,000$3.29M0.35%
SummitTX Capital, L.P.32,860$3.00M0.12%
Morningstar Investment Management LLC31,609$2.89M0.11%
Rakuten Investment Management, Inc.336$2.72M0.01%
Winton Group Ltd27,700$2.53M0.09%
Boston Partners25,547$2.34M0.00%
Point72 Asset Management, L.P.22,463$2.05M0.00%
Zurich Insurance Group Ltd21,400$1.96M0.01%
Polymer Capital Management (US) LLC19,945$1.82M0.24%
Ashton Thomas Securities, LLC19,246$1.76M0.25%
Inceptionr LLC18,060$1.65M0.40%
Union Bancaire Privee, UBP SA10,248$1.59M0.03%
Mirabella Financial Services LLP17,100$1.56M0.14%
Dark Forest Capital Management LP15,677$1.43M0.05%
Quadrature Capital Ltd14,710$1.34M0.02%
New England Research & Management, Inc.14,575$1.33M0.61%
Allstate Corp13,994$1.28M0.03%
Capstone Investment Advisors, LLC12,829$1.17M0.01%
Lombard Odier Asset Management (Switzerland) SA12,560$1.15M0.05%
Ally Financial Inc.12,000$1.10M0.14%
Quantitative Investment Management, LLC10,933$999.0K0.14%
CAPROCK Group, Inc.11,304$982.3K0.02%
Nomura Holdings Inc10,305$942.2K0.00%
Hillsdale Investment Management Inc.10,300$941.7K0.03%
Ascent Wealth Partners, LLC9,512$869.7K0.10%
Krilogy Financial LLC8,921$814.0K0.03%
Fox Run Management, L.L.C.8,607$786.9K0.12%
Magnetar Financial LLC7,979$729.5K0.00%
Wolverine Trading, LLC7,830$714.8K0.01%
Volterra Technologies LP7,665$700.8K0.46%
Longfellow Investment Management Co LLC7,608$695.6K0.16%
Pallas Capital Advisors LLC6,901$631.0K0.02%
Amussen Hunsaker Associates LLC6,630$606.6K0.06%
Benjamin Edwards Inc5,661$517.6K0.01%
Tema ETFs LLC5,357$489.8K0.04%
Catalytic Wealth RIA, LLC4,309$394.0K0.01%
GAM Holding AG4,000$365.7K0.02%
Miller Financial Services LLC3,695$337.8K0.39%
Neo Ivy Capital Management3,612$330.2K0.08%
Armistice Capital, LLC3,340$305.4K0.01%
Savvy Advisors, Inc.3,208$293.3K0.01%
Intellectus Partners, LLC3,182$290.9K0.06%
Arq Wealth Advisors, LLC3,161$289.0K0.09%
Groupama Asset Managment3,144$287.5K0.00%
Requisite Capital Management, LLC3,101$283.5K0.05%
HORAN Wealth, LLC3,094$282.8K0.04%
Sterneck Capital Management, LLC3,088$282.3K0.13%
Riversedge Advisors, LLC3,062$279.9K0.05%
J. Team Financial, Inc.3,009$275.1K0.28%
Jackson Thornton Asset Management, LLC2,844$259.5K0.03%
Montecito Bank & Trust2,640$241.4K0.04%
Phoenix Holdings Ltd.2,618$239.4K0.00%
Acropolis Investment Management, LLC2,363$234.0K0.01%
Woodline Partners LP2,525$230.9K0.00%
Dana Investment Advisors, Inc.2,520$230.4K0.01%
Caerus Investment Advisors, LLC2,510$229.5K0.09%
David Loasby2,518$227.7K0.02%
Patton Albertson Miller Group, LLC2,341$214.0K0.03%
Capital Performance Advisors LLP2,293$209.7K0.03%
Summit Financial, LLC2,269$207.4K0.00%
Diversify Advisory Services, LLC2,243$202.2K0.01%
VestGen Advisors, LLC2,198$201.0K0.01%
Empower Advisory Group, LLC2,193$200.5K0.00%
CSS LLC1,460$133.5K0.01%
Financial Consulate, Inc1,421$129.9K0.02%
Financial Life Planners1,355$123.9K0.08%
Crewe Advisors LLC1,351$123.5K0.01%
Quent Capital, LLC1,321$120.8K0.01%
Caitong International Asset Management Co., Ltd1,182$108.1K0.07%
First Horizon Corp923$84.4K0.00%
Stance Capital LLC295$26.9K0.01%
Root Financial Partners, LLC285$26.1K0.00%
Wall Street Access Asset Management, LLC253$23.1K0.01%
Measured Wealth Private Client Group, LLC251$22.9K0.01%
Clayton Financial Group LLC216$19.7K0.01%
Palisade Asset Management, LLC206$18.8K0.00%
Optiver Holding B.V.202$18.5K0.00%
Turning Point Benefit Group, Inc.138$12.7K0.01%
JPL Wealth Management, LLC123$11.2K0.00%
Transamerica Financial Advisors, Inc.103$9.40K0.00%
Morton Brown Family Wealth, LLC100$9.14K0.00%

Sold out (120)

Institutions that held Otis Worldwide Corp at the end of Q2 2025 and filed for Q3 2025 without it.

Showing the largest 100 of 120 by value.

Institutions that sold out of OTIS in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Worldquant Millennium Advisors LLC602,115$59.6M
Tudor Investment Corp Et Al385,608$38.2M
AXA S.A.188,353$18.7M
Comgest Global Investors S.A.S.166,709$16.5M
Y-Intercept (Hong Kong) Ltd70,871$7.02M
Achmea Investment Management B.V.64,991$6.43M
Freestone Grove Partners LP59,324$5.87M
Interval Partners, LP59,186$5.86M
Qsemble Capital Management, LP53,703$5.32M
Nebula Research & Development LLC52,423$5.19M
Occudo Quantitative Strategies LP33,644$3.33M
Threadgill Financial, LLC33,472$3.25M
Arlington Partners LLC29,022$2.87M
Eleva Capital SAS27,031$2.68M
J.P. Marvel Investment Advisors, LLC25,279$2.50M
Campbell & CO Investment Adviser LLC24,196$2.40M
Centiva Capital, LP20,642$2.04M
Triasima Portfolio Management inc.13,969$1.38M
AustralianSuper Pty Ltd8,718$863.3K
Mirae Asset Securities (USA) Inc.8,422$833.9K
Grantham, Mayo, Van Otterloo & Co. LLC8,100$802.1K
GF Fund Management Co. Ltd.7,714$763.8K
Cinctive Capital Management LP7,544$747.0K
Virtu Financial LLC6,675$661.0K
Clarendon Private LLC6,143$608.3K
Teza Capital Management LLC6,100$604.0K
Bridgefront Capital, LLC5,905$584.7K
Caption Management, LLC5,500$544.6K
Gateway Wealth Partners, LLC5,241$519.0K
Silver Oak Securities, Inc5,144$509.3K
Aster Capital Management (DIFC) Ltd5,113$506.3K
Oak Thistle LLC4,979$493.0K
V-Square Quantitative Management LLC4,846$479.9K
Gsa Capital Partners LLP4,544$450.0K
Aaron Wealth Advisors4,392$434.9K
United Advisor Group, LLC4,191$415.0K
Frank, Rimerman Advisors LLC4,185$414.4K
Syon Capital LLC4,047$400.7K
Baader Bank INC3,720$368.4K
J. L. Bainbridge & Co., Inc.3,110$307.9K
Haverford Trust Co3,063$303.3K
Sagespring Wealth Partners, LLC3,059$302.9K
Mitsubishi UFJ Asset Management (UK) Ltd.3,000$297.0K
Aprio Wealth Management, LLC2,856$282.8K
CWA Asset Management Group, LLC2,789$276.1K
Sentinel Trust Co Lba2,752$273.0K
Spinnaker Trust2,690$266.4K
Laurel Wealth Advisors LLC2,668$264.2K
SeaCrest Wealth Management, LLC2,558$253.3K
MBB Public Markets I LLC2,525$250.0K
Bragg Financial Advisors, Inc2,511$248.6K
Versor Investments LP2,473$244.9K
U.S. Capital Wealth Advisors, LLC2,418$239.4K
Proficio Capital Partners LLC2,392$236.9K
Intrua Financial, LLC2,383$236.0K
Meiji Yasuda Asset Management Co Ltd.2,353$233.0K
Interchange Capital Partners, LLC2,343$232.0K
Clarius Group, LLC2,320$229.7K
Atomi Financial Group, Inc.2,288$226.6K
Stock Yards Bank & Trust Co2,268$224.6K
Longboard Asset Management, LP2,261$223.9K
GKV Capital Management Co., Inc.2,250$222.8K
Angeles Wealth Management, LLC2,214$219.2K
Northeast Investment Management2,193$217.2K
Full Sail Capital, LLC2,185$216.4K
MJP Associates Inc2,183$216.1K
MEMBERS Trust Co2,179$215.8K
Personal Cfo Solutions, LLC2,160$213.9K
Montis Financial, LLC2,156$213.5K
Pavion Blue Capital, LLC2,151$213.0K
Pure Financial Advisors, Inc.2,132$211.1K
Mairs & Power Inc2,128$210.7K
Ascent Group, LLC2,127$210.6K
Dynamic Technology Lab Private Ltd2,121$210.0K
Berkshire Money Management, Inc.2,100$207.9K
NewEdge Wealth, LLC2,378$207.7K
Arrow Financial Corp2,075$205.5K
Tyche Wealth Partners LLC2,055$203.5K
GM Advisory Group, Inc.2,038$201.8K
PDS Planning, Inc2,027$200.7K
Court Place Advisors, LLC2,022$200.2K
Institute for Wealth Management, LLC.2,020$200.0K
Lazard Asset Management LLC1,886$186.0K
Mount Yale Investment Advisors, LLC1,034$102.4K
GeoWealth Management, LLC1,033$102.3K
Point72 (DIFC) Ltd926$91.7K
Intact Investment Management Inc.800$79.2K
Opal Wealth Advisors, LLC734$72.7K
Quarry LP588$58.2K
Beacon Capital Management, LLC517$51.1K
CarsonAllaria Wealth Management, Ltd.395$39.2K
Atticus Wealth Management, LLC322$31.9K
Transce3nd, LLC266$26.3K
Riggs Asset Managment Co. Inc.241$23.9K
Riverview Trust Co230$22.8K
Whipplewood Advisors, LLC226$22.4K
Olistico Wealth, LLC200$19.8K
NewSquare Capital LLC128$12.7K
Twin Peaks Wealth Advisors, LLC137$12.1K
Kestra Investment Management, LLC107$11.0K

Not filed for Q3 2025 yet (17)

Institutions that held Otis Worldwide Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTIS in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank7,287,555$721.6M
CIBC World Markets Corp49,703$4.92M
Avantax Advisory Services, Inc.22,133$2.19M
EP Wealth Advisors, LLC9,619$952.5K
Congress Wealth Management LLC5,248$519.8K
Graypoint LLC4,686$464.0K
Forte Capital LLC4,375$433.2K
Horan Securities, Inc.2,770$274.2K
First Horizon Advisors, Inc.2,332$231.0K
Schnieders Capital Management LLC2,179$215.8K
Atlas Capital Advisors LLC1,364$135.1K
Union Savings Bank411$35.2K
Centricity Wealth Management, LLC275$27.2K
PrairieView Partners, LLC113$11.0K
Financial Gravity Companies, Inc.70$6.93K
Iron Horse Wealth Management, LLC27$2.67K
Parkworth Wealth Management, Inc.10$990