Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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, Q3 2025

Institutional positions in Otis Worldwide Corp as of Sep 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: 1,253; 0 vs. Q2 2025
Shares held: 339.9M; −4.73M (−1.4%) vs. Q2 2025
Total value: $31.1B; −$3.03B (−8.9%) vs. Q2 2025
New holders: 120; 370 more added
Sold out: 120; 505 more reduced

17 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 1,253 institutions

Value heldQ3 2025: $31.1B

Institutions holding OTIS and their total value by quarter
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, Q3 2025

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q2 2025.

Institutions holding OTIS in Q3 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Strategic Wealth Partners, Ltd.	1	$46	0.00%	00.0%	Unchanged
Westfuller Advisors, LLC	1	$57	0.00%	+1	New
Winnow Wealth LLC	1	$92	0.00%	−180−99.4%	Reduced
Rakuten Securities, Inc.	2	$183	0.00%	+1+100.0%	Added
DecisionPoint Financial, LLC	3	$278	0.00%	00.0%	Unchanged
Davis Capital Management	4	$366	0.00%	+4	New
Seneschal Advisors, LLC	4	$366	0.00%	+4	New
Beaird Harris Wealth Management, LLC	5	$423	0.00%	−10−66.7%	Reduced
Hughes Financial Services, LLC	5	$451	0.00%	−20−80.0%	Reduced
North Ridge Wealth Advisors, Inc.	5	$458	0.00%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	5	$502	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	6	$549	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	8	$731	0.00%	−77−90.6%	Reduced
HFM Investment Advisors, LLC	8	$731	0.00%	−1−11.1%	Reduced
Fairman Group, LLC	8	$731	0.00%	00.0%	Unchanged
Wealth Watch Advisors, INC	8	$731	0.00%	+8	New
NVWM, LLC	10	$914	0.00%	−94−90.4%	Reduced
Retirement Wealth Solutions LLC	11	$1.01K	0.00%	+11	New
Game Plan Financial Advisors, LLC	12	$1.10K	0.00%	00.0%	Unchanged
Fairscale Capital, LLC	12	$1.10K	0.00%	00.0%	Unchanged
Kilter Group LLC	15	$1.37K	0.00%	−11−42.3%	Reduced
Trifecta Capital Advisors, LLC	15	$1.37K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	17	$1.55K	0.00%	−2−10.5%	Reduced
Valued Wealth Advisors LLC	17	$1.55K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	19	$1.74K	0.00%	00.0%	Unchanged
Asset Planning,Inc	20	$1.83K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	21	$1.92K	0.00%	−350−94.3%	Reduced
Signature Resources Capital Management, LLC	21	$1.92K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	21	$1.92K	0.00%	+3+16.7%	Added
Bogart Wealth, LLC	21	$1.92K	0.00%	+7+50.0%	Added
Security National Bank	21	$1.92K	0.00%	+21	New
Navigoe, LLC	25	$2.00K	0.00%	00.0%	Unchanged
Cloud Capital Management, LLC	31	$2.00K	0.00%	+31	New
Battery Global Advisors, LLC	22	$2.01K	0.00%	00.0%	Unchanged
Core Alternative Capital	23	$2.10K	0.00%	−145−86.3%	Reduced
Dogwood Wealth Management LLC	23	$2.10K	0.00%	+7+43.8%	Added
Creative Capital Management Investments LLC	24	$2.19K	0.00%	00.0%	Unchanged
Spurstone Advisory Services, LLC	25	$2.29K	0.03%	+25	New
Pacific Center for Financial Services	25	$2.29K	0.00%	00.0%	Unchanged
E Fund Management (Hong Kong) Co., Ltd.	26	$2.38K	0.00%	+26	New
PFS Partners, LLC	27	$2.45K	0.00%	00.0%	Unchanged
Binnacle Investments Inc	27	$2.47K	0.00%	−15−35.7%	Reduced
Moisand Fitzgerald Tamayo, LLC	27	$2.47K	0.00%	00.0%	Unchanged
Pinney & Scofield, Inc.	27	$2.50K	0.00%	00.0%	Unchanged
Sachetta, LLC	28	$2.56K	0.00%	−69−71.1%	Reduced
Redwood Park Advisors LLC	28	$2.56K	0.00%	+2+7.7%	Added
Financial Freedom, LLC	28	$2.57K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	30	$2.59K	0.00%	00.0%	Unchanged
BankPlus Trust Department	29	$2.65K	0.00%	−50−63.3%	Reduced
Harbor Asset Planning, Inc.	32	$2.94K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	35	$3.00K	0.00%	+3+9.4%	Added
FSA Wealth Management LLC	33	$3.02K	0.00%	−24−42.1%	Reduced
Activest Wealth Management	33	$3.02K	0.00%	−11−25.0%	Reduced
Westend Capital Management, LLC	33	$3.02K	0.00%	00.0%	Unchanged
Guerra Advisors Inc	34	$3.11K	0.00%	+34	New
First Pacific Financial	35	$3.20K	0.00%	+35	New
Cornerstone Planning Group LLC	186	$3.21K	0.00%	+96+106.7%	Added
Dunhill Financial, LLC	35	$3.23K	0.00%	−5−12.5%	Reduced
Marquette Asset Management, LLC	37	$3.38K	0.00%	+37	New
Halbert Hargrove Global Advisors, LLC	37	$3.38K	0.00%	+37	New
Fortis Group Advisors, LLC	38	$3.47K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	39	$3.57K	0.00%	+14+56.0%	Added
Inlight Wealth Management, LLC	40	$3.66K	0.00%	00.0%	Unchanged
Peoples Financial Services Corp.	40	$3.66K	0.00%	00.0%	Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.	43	$3.93K	0.01%	−823−95.0%	Reduced
McIlrath & Eck, LLC	45	$4.11K	0.00%	−18−28.6%	Reduced
Hoey Investments, Inc	46	$4.21K	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	48	$4.39K	0.00%	+48	New
Rossby Financial, LCC	48	$4.43K	0.00%	00.0%	Unchanged
MJT & Associates Financial Advisory Group, Inc.	49	$4.48K	0.00%	00.0%	Unchanged
Cheviot Value Management, LLC	50	$4.57K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	50	$4.57K	0.00%	00.0%	Unchanged
S&T Bank	51	$4.66K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	55	$5.03K	0.00%	00.0%	Unchanged
Comprehensive Financial Planning, Inc.	55	$5.03K	0.00%	00.0%	Unchanged
Country Trust Bank	55	$5.03K	0.00%	+55	New
Glass Jacobson Investment Advisors llc	56	$5.15K	0.00%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	58	$5.30K	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	58	$5.30K	0.00%	+2+3.6%	Added
Holos Integrated Wealth LLC	60	$5.37K	0.00%	00.0%	Unchanged
Millstone Evans Group, LLC	59	$5.39K	0.00%	00.0%	Unchanged
Syntax Research, Inc.	59	$5.39K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	60	$5.49K	0.00%	−21−25.9%	Reduced
Cape Investment Advisory, Inc.	60	$5.49K	0.01%	00.0%	Unchanged
Murphy & Mullick Capital Management Corp	61	$5.58K	0.00%	00.0%	Unchanged
Main Street Group, LTD	62	$5.67K	0.00%	00.0%	Unchanged
Ameriflex Group, Inc.	62	$5.67K	0.00%	+62	New
Graney & King, LLC	63	$5.72K	0.00%	+1+1.6%	Added
MCF Advisors LLC	65	$5.94K	0.00%	00.0%	Unchanged
Avion Wealth	68	$6.00K	0.00%	−5−6.8%	Reduced
Bare Financial Services, Inc	67	$6.13K	0.00%	−2−2.9%	Reduced
LGT Financial Advisors LLC	70	$6.43K	0.01%	+4+6.1%	Added
Fourth Dimension Wealth, LLC	72	$6.55K	0.00%	+1+1.4%	Added
Breakwater Investment Management	72	$6.58K	0.00%	00.0%	Unchanged
LFA - Lugano Financial Advisors SA	75	$6.86K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	80	$7.31K	0.00%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	80	$7.32K	0.00%	00.0%	Unchanged
High Note Wealth, LLC	81	$7.41K	0.00%	+3+3.8%	Added
Johnson Financial Group, Inc.	81	$7.41K	0.00%	+81	New
Howard Hughes Medical Institute	85	$7.77K	0.00%	00.0%	Unchanged