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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Algert Global LLC | 31,565 | $2.89M | 0.05% | +27,645+705.2% | Added |
| Morningstar Investment Management LLC | 31,609 | $2.89M | 0.11% | +31,609 | New |
| Baird Financial Group, Inc. | 31,805 | $2.91M | 0.00% | −440−1.4% | Reduced |
| Brown Shipley& Co Ltd | 31,845 | $2.91M | 1.54% | −11,698−26.9% | Reduced |
| Circle Wealth Management, LLC | 32,851 | $3.00M | 0.06% | +341+1.0% | Added |
| SummitTX Capital, L.P. | 32,860 | $3.00M | 0.12% | +32,860 | New |
| Public Sector Pension Investment Board | 33,735 | $3.08M | 0.01% | +3,856+12.9% | Added |
| Liberty Capital Management, Inc. | 33,813 | $3.09M | 0.58% | +2,670+8.6% | Added |
| Quest Partners LLC | 33,994 | $3.11M | 0.20% | +5,551+19.5% | Added |
| Regions Financial Corp | 34,598 | $3.16M | 0.02% | −372−1.1% | Reduced |
| Wesbanco Bank Inc | 34,650 | $3.17M | 0.09% | +517+1.5% | Added |
| Sheets Smith Wealth Management | 34,775 | $3.18M | 0.36% | −21,387−38.1% | Reduced |
| Rafferty Asset Management, LLC | 35,305 | $3.23M | 0.01% | −325−0.9% | Reduced |
| Banco Santander, S.A. | 35,775 | $3.27M | 0.03% | −908−2.5% | Reduced |
| Alps Advisors Inc | 35,908 | $3.28M | 0.02% | −5,385−13.0% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 36,000 | $3.29M | 0.35% | +36,000 | New |
| Wealthfront Advisers LLC | 36,179 | $3.31M | 0.01% | +46+0.1% | Added |
| CIBC World Markets Inc. | 36,330 | $3.32M | 0.01% | +3,571+10.9% | Added |
| Voleon Capital Management LP | 37,516 | $3.43M | 0.08% | −11,064−22.8% | Reduced |
| Wesleyan Assurance Society | 38,100 | $3.48M | 0.21% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 38,170 | $3.49M | 0.07% | −1,941−4.8% | Reduced |
| Albar Capital Partners LLP | 38,784 | $3.55M | 0.81% | +38,784 | New |
| JustInvest LLC | 38,841 | $3.56M | 0.04% | −6,687−14.7% | Reduced |
| First Manhattan Co | 39,341 | $3.60M | 0.01% | −555−1.4% | Reduced |
| Pacer Advisors, Inc. | 39,662 | $3.63M | 0.01% | −5,350−11.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 40,047 | $3.66M | 0.03% | +503+1.3% | Added |
| Avanza Fonder AB | 40,709 | $3.72M | 0.10% | +5,981+17.2% | Added |
| Farmers & Merchants Investments Inc | 40,789 | $3.73M | 0.11% | −3,556−8.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 40,891 | $3.74M | 0.87% | −8,395−17.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 40,938 | $3.74M | 0.01% | −3,110−7.1% | Reduced |
| Brinker Capital Investments, LLC | 41,322 | $3.78M | 0.03% | −3,958−8.7% | Reduced |
| Agf Management Ltd | 42,138 | $3.85M | 0.02% | +4,336+11.5% | Added |
| Mutual of America Capital Management LLC | 42,555 | $3.89M | 0.04% | −2,717−6.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 42,739 | $3.91M | 0.00% | +5,333+14.3% | Added |
| Spirepoint Private Client, LLC | 43,142 | $3.94M | 0.41% | +4,211+10.8% | Added |
| Clifford Swan Investment Counsel LLC | 43,252 | $3.95M | 0.13% | −603−1.4% | Reduced |
| Davis-Rea Ltd. | 44,253 | $4.05M | 0.98% | +1,278+3.0% | Added |
| OP Asset Management Ltd | 44,823 | $4.10M | 0.05% | +1,158+2.7% | Added |
| Oregon Public Employees Retirement Fund | 44,823 | $4.10M | 0.05% | +10,726+31.5% | Added |
| Truist Financial Corp | 44,915 | $4.11M | 0.01% | −335−0.7% | Reduced |
| Artemis Investment Management LLP | 45,805 | $4.19M | 0.05% | −25,886−36.1% | Reduced |
| Atlantic Union Bankshares Corp | 46,140 | $4.22M | 0.08% | −11,948−20.6% | Reduced |
| Kanawha Capital Management LLC | 46,288 | $4.23M | 0.29% | −1,492−3.1% | Reduced |
| Pathstone Holdings, LLC | 46,796 | $4.28M | 0.02% | −1,885−3.9% | Reduced |
| Lifeworks Advisors, LLC | 47,033 | $4.30M | 0.58% | −1,416−2.9% | Reduced |
| Ethic Inc. | 47,049 | $4.30M | 0.07% | −4,808−9.3% | Reduced |
| Louisbourg Investments Inc. | 59,131 | $4.32M | 0.94% | +37,590+174.5% | Added |
| Sciencast Management LP | 47,391 | $4.33M | 0.81% | +7,864+19.9% | Added |
| O'Shaughnessy Asset Management, LLC | 47,581 | $4.35M | 0.03% | −4,483−8.6% | Reduced |
| Lighthouse Investment Partners, LLC | 48,244 | $4.41M | 0.16% | +48,244 | New |
| NEOS Investment Management LLC | 48,351 | $4.42M | 0.03% | +14,808+44.1% | Added |
| EFG Asset Management (Americas) Corp. | 49,029 | $4.48M | 0.77% | +192+0.4% | Added |
| William Allan, LLC | 49,150 | $4.49M | 2.52% | −293−0.6% | Reduced |
| Yousif Capital Management, LLC | 49,265 | $4.50M | 0.05% | −10,748−17.9% | Reduced |
| Nissay Asset Management Corp | 49,673 | $4.54M | 0.03% | +387+0.8% | Added |
| Cohen Capital Management, Inc. | 49,896 | $4.56M | 0.71% | +1,900+4.0% | Added |
| Financial Advisors Network, Inc. | 49,908 | $4.56M | 0.65% | −478−0.9% | Reduced |
| BNP Paribas | 50,276 | $4.58M | 0.14% | −7,851−13.5% | Reduced |
| Gateway Investment Advisers LLC | 50,305 | $4.60M | 0.04% | −365−0.7% | Reduced |
| Aviso Financial Inc. | 50,348 | $4.60M | 0.19% | +1,091+2.2% | Added |
| Bradley Foster & Sargent Inc | 50,432 | $4.61M | 0.07% | −2,798−5.3% | Reduced |
| Public Employees Retirement Association of Colorado | 50,588 | $4.63M | 0.02% | −226−0.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,729 | $4.64M | 0.04% | +663+1.3% | Added |
| MML Investors Services, LLC | 51,959 | $4.75M | 0.01% | −9,187−15.0% | Reduced |
| Groupe la Francaise | 52,290 | $4.77M | 0.06% | +624+1.2% | Added |
| Bank of Nova Scotia | 53,026 | $4.85M | 0.01% | +7,724+17.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 53,238 | $4.87M | 0.28% | −1,070−2.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 53,548 | $4.90M | 0.02% | +4,924+10.1% | Added |
| D.A. Davidson & Co. | 54,051 | $4.94M | 0.03% | −1,682−3.0% | Reduced |
| Eisler Capital Management Ltd. | 57,080 | $4.96M | 0.11% | +57,080 | New |
| HITE Hedge Asset Management LLC | 54,321 | $4.97M | 0.27% | +54,321 | New |
| Janus Henderson Group PLC | 54,391 | $4.97M | 0.00% | +5,979+12.4% | Added |
| Keybank National Association | 55,063 | $5.03M | 0.02% | −3,087−5.3% | Reduced |
| Caisse des Depots Et Consignations | 55,325 | $5.06M | 0.21% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 55,813 | $5.10M | 1.57% | +802+1.5% | Added |
| Swiss Life Asset Management Ltd | 56,656 | $5.18M | 0.03% | +12,235+27.5% | Added |
| British Columbia Investment Management Corp | 56,722 | $5.19M | 0.03% | −5,527−8.9% | Reduced |
| Susquehanna International Group, LLP | 56,823 | $5.20M | 0.01% | −8,299−12.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 56,837 | $5.20M | 0.02% | +44,592+364.2% | Added |
| Prudential PLC | 57,011 | $5.21M | 0.04% | +9,124+19.1% | Added |
| New York Life Investment Management LLC | 57,191 | $5.23M | 0.05% | −1,828−3.1% | Reduced |
| Banque Pictet & Cie SA | 58,108 | $5.31M | 0.05% | −115,236−66.5% | Reduced |
| Colony Group, LLC | 58,219 | $5.32M | 0.01% | +20,135+52.9% | Added |
| Xponance, Inc. | 58,232 | $5.32M | 0.04% | −9,693−14.3% | Reduced |
| Evergreen Capital Management LLC | 58,789 | $5.38M | 0.13% | +56,122+2,104.3% | Added |
| CIBC Bancorp USA Inc. | 58,875 | $5.38M | 0.03% | +58,875 | New |
| State of Alaska, Department of Revenue | 60,108 | $5.49M | 0.06% | +15,822+35.7% | Added |
| Commerce Bank | 60,256 | $5.51M | 0.03% | −1,521−2.5% | Reduced |
| MAI Capital Management | 60,623 | $5.54M | 0.03% | −935−1.5% | Reduced |
| Machina Capital S.A.S. | 61,288 | $5.60M | 0.99% | +31,836+108.1% | Added |
| Mercer Global Advisors Inc | 61,434 | $5.62M | 0.01% | +16,496+36.7% | Added |
| Janney Montgomery Scott LLC | 62,819 | $5.74M | 0.01% | +15,500+32.8% | Added |
| Holocene Advisors, LP | 62,844 | $5.75M | 0.01% | −2,144−3.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 63,575 | $5.81M | 0.05% | +3,596+6.0% | Added |
| Cetera Investment Advisers | 64,507 | $5.90M | 0.01% | +21,886+51.4% | Added |
| Utah Retirement Systems | 65,216 | $5.96M | 0.06% | −336−0.5% | Reduced |
| HM Payson & Co | 65,726 | $6.01M | 0.09% | −12,010−15.4% | Reduced |
| Amica Mutual Insurance Co | 66,982 | $6.12M | 0.56% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 67,057 | $6.13M | 0.02% | −31,678−32.1% | Reduced |
| Calamos Advisors LLC | 67,250 | $6.15M | 0.02% | 00.0% | Unchanged |