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 |
|---|---|---|---|---|---|
| TFC Financial Management | 397 | $36.3K | 0.00% | −2−0.5% | Reduced |
| JFS Wealth Advisors, LLC | 399 | $36.5K | 0.00% | −3−0.7% | Reduced |
| Community Bank, N.A. | 400 | $36.6K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 400 | $36.6K | 0.03% | −50−11.1% | Reduced |
| Wellington Shields Capital Management, LLC | 400 | $36.6K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 408 | $37.3K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 414 | $37.9K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 418 | $38.2K | 0.00% | +49+13.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 424 | $38.8K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 436 | $39.9K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 448 | $41.0K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 450 | $41.1K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 454 | $41.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 459 | $42.0K | 0.03% | −56−10.9% | Reduced |
| Capital Advisors, Ltd. LLC | 470 | $43.0K | 0.00% | −63−11.8% | Reduced |
| Gables Capital Management Inc. | 475 | $43.4K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 476 | $43.6K | 0.00% | −5−1.0% | Reduced |
| NBC Securities, Inc. | 497 | $45.4K | 0.00% | +299+151.0% | Added |
| Quaker Wealth Management, LLC | 498 | $45.5K | 0.01% | −7−1.4% | Reduced |
| Cypress Capital Management LLC (WY) | 500 | $45.7K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 506 | $46.2K | 0.02% | +2+0.4% | Added |
| Monetary Management Group Inc | 509 | $46.5K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 518 | $47.4K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 542 | $50.1K | 0.02% | +14+2.7% | Added |
| Hopwood Financial Services, Inc. | 562 | $51.4K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 578 | $53.4K | 0.01% | −5−0.9% | Reduced |
| PEAK6 LLC | 594 | $54.3K | 0.00% | −430−42.0% | Reduced |
| Evelyn Partners Asset Management Ltd | 599 | $54.8K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 620 | $56.7K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 623 | $57.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 635 | $58.1K | 0.01% | −75−10.6% | Reduced |
| Hoertkorn Richard Charles | 640 | $58.5K | 0.02% | −42−6.2% | Reduced |
| Acima Private Wealth, LLC | 650 | $59.4K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 664 | $60.7K | 0.00% | +1+0.2% | Added |
| Versant Capital Management, Inc | 667 | $61.0K | 0.01% | −3,358−83.4% | Reduced |
| Indiana Trust & Investment Management CO | 676 | $61.8K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 676 | $61.8K | 0.02% | +411+155.1% | Added |
| CoreCap Advisors, LLC | 677 | $61.9K | 0.00% | −14−2.0% | Reduced |
| Spire Wealth Management | 698 | $63.9K | 0.00% | −721−50.8% | Reduced |
| Strengthening Families & Communities, LLC | 701 | $64.1K | 0.01% | −1−0.1% | Reduced |
| Oakmont Corp | 705 | $64.5K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 716 | $65.5K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 724 | $66.2K | 0.03% | −109−13.1% | Reduced |
| City State Bank | 724 | $66.2K | 0.02% | −33−4.4% | Reduced |
| Costello Asset Management, INC | 727 | $66.5K | 0.02% | −73−9.1% | Reduced |
| Chesapeake Asset Management LLC | 747 | $68.3K | 0.06% | +350+88.2% | Added |
| Pacifica Partners Inc. | 741 | $68.4K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 750 | $68.6K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 776 | $71.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 805 | $73.6K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 750 | $74.0K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 811 | $74.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 811 | $74.2K | 0.03% | +9+1.1% | Added |
| New Age Alpha Advisors, LLC | 814 | $74.4K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $75.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 822 | $75.2K | 0.06% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 822 | $75.2K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 835 | $76.3K | 0.01% | +385+85.6% | Added |
| True Wealth Design, LLC | 850 | $77.7K | 0.02% | +744+701.9% | Added |
| Evelyn Partners Investment Management Services Ltd | 862 | $78.8K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 903 | $82.6K | 0.01% | −68−7.0% | Reduced |
| First Horizon Corp | 923 | $84.4K | 0.00% | +923 | New |
| Grove Bank & Trust | 958 | $87.6K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 982 | $89.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 988 | $91.0K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,011 | $92.4K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,025 | $93.7K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,041 | $95.2K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 1,072 | $98.0K | 0.04% | −600−35.9% | Reduced |
| Hanson & Doremus Investment Management | 1,097 | $100.0K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,100 | $100.6K | 0.01% | −1,921−63.6% | Reduced |
| Onefund, LLC | 1,102 | $100.8K | 0.06% | +38+3.6% | Added |
| Parvin Asset Management, LLC | 1,112 | $101.7K | 0.09% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,114 | $101.9K | 0.01% | +537+93.1% | Added |
| Ulland Investment Advisors, LLC | 1,113 | $102.0K | 0.08% | +42+3.9% | Added |
| Evelyn Partners Investment Management LLP | 1,126 | $103.0K | 0.00% | −46−3.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,182 | $108.1K | 0.07% | +1,182 | New |
| Aventura Private Wealth, LLC | 1,187 | $108.5K | 0.04% | −1,022−46.3% | Reduced |
| Anchor Investment Management, LLC | 1,213 | $110.9K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,234 | $112.8K | 0.00% | +361+41.4% | Added |
| CVA Family Office, LLC | 1,258 | $115.0K | 0.01% | −75−5.6% | Reduced |
| Stephenson National Bank & Trust | 1,261 | $115.3K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,261 | $115.3K | 0.02% | +703+126.0% | Added |
| Caldwell Sutter Capital, Inc. | 1,266 | $115.8K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,272 | $116.3K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,285 | $117.5K | 0.06% | +3+0.2% | Added |
| Investment Research & Advisory Group, Inc. | 1,281 | $117.7K | 0.04% | −19,637−93.9% | Reduced |
| Wealth Preservation Advisors, LLC | 1,291 | $118.0K | 0.07% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,308 | $119.6K | 0.01% | −10−0.8% | Reduced |
| Parkside Financial Bank & Trust | 1,309 | $119.7K | 0.01% | −30−2.2% | Reduced |
| Quent Capital, LLC | 1,321 | $120.8K | 0.01% | +1,321 | New |
| North Star Investment Management Corp. | 1,331 | $121.7K | 0.01% | −501−27.3% | Reduced |
| Resources Management Corp | 1,340 | $123.0K | 0.02% | −40−2.9% | Reduced |
| AllSquare Wealth Management LLC | 1,350 | $123.4K | 0.07% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,351 | $123.5K | 0.01% | +1,351 | New |
| Financial Life Planners | 1,355 | $123.9K | 0.08% | +1,355 | New |
| Foster Dykema Cabot & Partners, LLC | 1,366 | $124.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,384 | $127.0K | 0.07% | +302+27.9% | Added |
| Financial Consulate, Inc | 1,421 | $129.9K | 0.02% | +1,421 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,431 | $131.0K | 0.04% | 00.0% | Unchanged |