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 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 86 | $7.86K | 0.00% | −10−10.4% | Reduced |
| Park Place Capital Corp | 86 | $7.86K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 87 | $7.95K | 0.00% | +87 | New |
| Heartwood Wealth Advisors LLC | 89 | $8.14K | 0.00% | +89 | New |
| Coastline Trust Co | 90 | $8.23K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 94 | $8.64K | 0.00% | +94 | New |
| Duncker Streett & Co Inc | 97 | $8.87K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $9.14K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 100 | $9.14K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $9.14K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $9.14K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $9.14K | 0.00% | +100 | New |
| Logan Capital Management Inc | 101 | $9.23K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 103 | $9.40K | 0.00% | +103 | New |
| Private Wealth Management Group, LLC | 106 | $9.69K | 0.00% | −32−23.2% | Reduced |
| Rosenberg Matthew Hamilton | 107 | $9.78K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 103 | $10.0K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 110 | $10.1K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 110 | $10.1K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 118 | $10.8K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 122 | $11.2K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 123 | $11.2K | 0.00% | +123 | New |
| Armstrong Advisory Group, Inc | 138 | $12.6K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 138 | $12.7K | 0.01% | +138 | New |
| Frazier Financial Advisors, LLC | 139 | $12.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 140 | $12.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 143 | $12.8K | 0.00% | −23−13.9% | Reduced |
| ORG Partners LLC | 141 | $12.9K | 0.00% | −57−28.8% | Reduced |
| CNB Bank | 141 | $12.9K | 0.01% | −162−53.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 150 | $13.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 154 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 161 | $14.7K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 162 | $14.8K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 167 | $15.3K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 167 | $15.3K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 169 | $15.5K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 173 | $15.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 180 | $16.5K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 181 | $16.5K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 182 | $16.6K | 0.00% | +173+1,922.2% | Added |
| Salomon & Ludwin, LLC | 190 | $17.4K | 0.00% | +156+458.8% | Added |
| Hara Capital LLC | 195 | $17.8K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 198 | $18.1K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $18.3K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 201 | $18.4K | 0.00% | −34−14.5% | Reduced |
| Optiver Holding B.V. | 202 | $18.5K | 0.00% | +202 | New |
| Palisade Asset Management, LLC | 206 | $18.8K | 0.00% | +206 | New |
| Birchbrook, Inc. | 212 | $19.4K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 216 | $19.7K | 0.01% | +216 | New |
| Curat Global, LLC | 217 | $19.8K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 223 | $20.3K | 0.00% | +108+93.9% | Added |
| DT Investment Partners, LLC | 227 | $20.8K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $21.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 232 | $21.2K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 235 | $21.5K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 235 | $21.5K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 238 | $21.8K | 0.00% | −75−24.0% | Reduced |
| Consultiva Wealth Management, Corp. | 245 | $22.4K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 250 | $22.9K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 250 | $22.9K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 251 | $22.9K | 0.01% | +251 | New |
| Wall Street Access Asset Management, LLC | 253 | $23.1K | 0.01% | +253 | New |
| GW&K Investment Management, LLC | 261 | $24.0K | 0.00% | +1+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 263 | $24.0K | 0.01% | −1,647−86.2% | Reduced |
| Archer Investment Corp | 263 | $24.0K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 275 | $25.1K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 277 | $25.3K | 0.02% | −1−0.4% | Reduced |
| Root Financial Partners, LLC | 285 | $26.1K | 0.00% | +285 | New |
| Golden State Wealth Management, LLC | 289 | $26.4K | 0.00% | −155−34.9% | Reduced |
| Stance Capital LLC | 295 | $26.9K | 0.01% | +295 | New |
| Missouri Trust & Investment Co | 295 | $27.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 297 | $27.2K | 0.00% | −17−5.4% | Reduced |
| Old Second National Bank of Aurora | 300 | $27.4K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 300 | $27.4K | 0.01% | +21+7.5% | Added |
| Newbridge Financial Services Group, Inc. | 310 | $28.3K | 0.00% | −1−0.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 313 | $28.6K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 313 | $28.6K | 0.01% | +13+4.3% | Added |
| Intelligent Financial Strategies | 316 | $28.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 323 | $29.0K | 0.00% | −598−64.9% | Reduced |
| Ameritas Advisory Services, LLC | 318 | $29.1K | 0.00% | −439−58.0% | Reduced |
| Pinnacle Bancorp, Inc. | 319 | $29.2K | 0.01% | +19+6.3% | Added |
| Prestige Wealth Management Group LLC | 322 | $29.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 332 | $30.4K | 0.00% | +67+25.3% | Added |
| Ransom Advisory, Ltd | 336 | $30.7K | 0.01% | −100−22.9% | Reduced |
| Loomis Sayles & Co L P | 336 | $30.7K | 0.00% | +6+1.8% | Added |
| Itau Unibanco Holding S.A. | 338 | $30.9K | 0.00% | −17−4.8% | Reduced |
| UMA Financial Services, Inc. | 339 | $31.0K | 0.00% | +124+57.7% | Added |
| Westside Investment Management, Inc. | 336 | $31.0K | 0.00% | +168+100.0% | Added |
| Abound Wealth Management | 342 | $31.2K | 0.01% | −248−42.0% | Reduced |
| Oakworth Capital, Inc. | 343 | $31.4K | 0.00% | +113+49.1% | Added |
| American Capital Advisory, LLC | 346 | $31.6K | 0.01% | −3−0.9% | Reduced |
| Paladin Advisory Group, LLC | 353 | $32.3K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 368 | $33.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 369 | $33.7K | 0.01% | +1+0.3% | Added |
| Orion Capital Management LLC | 375 | $34.3K | 0.01% | 00.0% | Unchanged |
| Motco | 378 | $34.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 391 | $35.0K | 0.00% | −41−9.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 396 | $36.2K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 396 | $36.2K | 0.06% | −47−10.6% | Reduced |