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 |
|---|---|---|---|---|---|
| CSS LLC | 1,460 | $133.5K | 0.01% | +1,460 | New |
| Manchester Capital Management LLC | 1,470 | $134.4K | 0.02% | −396−21.2% | Reduced |
| Hantz Financial Services, Inc. | 1,498 | $137.0K | 0.00% | +767+104.9% | Added |
| Sentry Investment Management LLC | 1,528 | $139.0K | 0.09% | −2,644−63.4% | Reduced |
| Bank of New Hampshire | 1,579 | $144.4K | 0.03% | −11−0.7% | Reduced |
| Citizens National Bank Trust Department | 1,610 | $147.2K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,617 | $147.8K | 0.00% | −480−22.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,628 | $148.8K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,633 | $149.3K | 0.05% | −10−0.6% | Reduced |
| Smithfield Trust Co | 1,660 | $150.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,705 | $155.9K | 0.00% | +274+19.1% | Added |
| Deseret Mutual Benefit Administrators | 1,729 | $158.1K | 0.07% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,765 | $161.3K | 0.01% | −419−19.2% | Reduced |
| Colonial Trust Advisors | 1,769 | $161.7K | 0.01% | −543−23.5% | Reduced |
| IFP Advisors, Inc | 1,780 | $162.7K | 0.00% | −466−20.7% | Reduced |
| Broadwater Capital Management LLC | 1,822 | $166.6K | 0.12% | −178,592−99.0% | Reduced |
| Centaurus Financial, Inc. | 1,827 | $167.0K | 0.01% | −440−19.4% | Reduced |
| South State Corp. | 1,829 | $167.2K | 0.01% | −398−17.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,850 | $169.1K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,961 | $179.3K | 0.00% | −464−19.1% | Reduced |
| Harbour Investments, Inc. | 1,992 | $182.2K | 0.00% | −172−7.9% | Reduced |
| Wellington Shields & Co., LLC | 2,092 | $191.3K | 0.05% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,097 | $191.7K | 0.01% | +429+25.7% | Added |
| GHP Investment Advisors, Inc. | 2,167 | $198.1K | 0.01% | −333−13.3% | Reduced |
| Smartleaf Asset Management LLC | 2,172 | $198.3K | 0.01% | +738+51.5% | Added |
| Penserra Capital Management LLC | 2,198 | $200.0K | 0.00% | +24+1.1% | Added |
| Childress Capital Advisors, LLC | 2,188 | $200.0K | 0.04% | −145−6.2% | Reduced |
| Empower Advisory Group, LLC | 2,193 | $200.5K | 0.00% | +2,193 | New |
| Optimum Investment Advisors | 2,198 | $201.0K | 0.08% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 2,198 | $201.0K | 0.01% | +2,198 | New |
| Diversify Advisory Services, LLC | 2,243 | $202.2K | 0.01% | +2,243 | New |
| First National Trust Co | 2,214 | $202.4K | 0.01% | −9−0.4% | Reduced |
| Old National Bancorp | 2,245 | $205.3K | 0.00% | +118+5.5% | Added |
| Douglas Lane & Associates, LLC | 2,248 | $205.5K | 0.00% | −340−13.1% | Reduced |
| Enterprise Financial Services Corp | 2,254 | $206.1K | 0.11% | −657−22.6% | Reduced |
| Summit Financial, LLC | 2,269 | $207.4K | 0.00% | +2,269 | New |
| Silicon Valley Capital Partners | 2,272 | $207.7K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,274 | $207.9K | 0.00% | −1,378−37.7% | Reduced |
| Brookstone Capital Management | 2,274 | $207.9K | 0.00% | −38,605−94.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,284 | $208.8K | 0.03% | −36−1.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,285 | $208.9K | 0.00% | −383−14.4% | Reduced |
| Capital Performance Advisors LLP | 2,293 | $209.7K | 0.03% | +2,293 | New |
| Washington Trust Advisors, Inc. | 2,300 | $210.3K | 0.02% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,309 | $211.1K | 0.01% | −79−3.3% | Reduced |
| Sky Investment Group LLC | 2,318 | $211.9K | 0.04% | −116−4.8% | Reduced |
| LMCG Investments, LLC | 2,341 | $214.0K | 0.01% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 2,341 | $214.0K | 0.03% | +2,341 | New |
| Sentry LLC | 2,341 | $214.1K | 0.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,354 | $215.2K | 0.01% | −228−8.8% | Reduced |
| Capital Advantage, Inc. | 2,355 | $215.3K | 0.03% | +10.0% | Added |
| MSH Capital Advisors LLC | 2,362 | $216.0K | 0.06% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,369 | $216.6K | 0.04% | 00.0% | Unchanged |
| Claret Asset Management Corp | 2,375 | $217.0K | 0.03% | −33−1.4% | Reduced |
| Inscription Capital, LLC | 2,386 | $218.2K | 0.02% | −3,162−57.0% | Reduced |
| Abn Amro Investment Solutions | 2,413 | $220.6K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 2,424 | $221.6K | 0.00% | −40−1.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,455 | $224.5K | 0.04% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 2,470 | $225.8K | 0.05% | −30−1.2% | Reduced |
| Equitable Holdings, Inc. | 2,471 | $225.9K | 0.00% | −26−1.0% | Reduced |
| David Loasby | 2,518 | $227.7K | 0.02% | +2,518 | New |
| Prospera Financial Services Inc | 2,486 | $227.7K | 0.00% | −65−2.5% | Reduced |
| Leavell Investment Management, Inc. | 2,502 | $228.8K | 0.01% | +100+4.2% | Added |
| Simplex Trading, LLC | 2,509 | $229.0K | 0.01% | −642−20.4% | Reduced |
| PKS Advisory Services, LLC | 2,507 | $229.2K | 0.05% | −68−2.6% | Reduced |
| Caerus Investment Advisors, LLC | 2,510 | $229.5K | 0.09% | +2,510 | New |
| Sterling Financial Planning, Inc. | 2,513 | $229.8K | 0.07% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 2,520 | $230.4K | 0.01% | +2,520 | New |
| Woodline Partners LP | 2,525 | $230.9K | 0.00% | +2,525 | New |
| Great Valley Advisor Group, Inc. | 2,527 | $231.0K | 0.00% | +26+1.0% | Added |
| Keynote Financial Services LLC | 2,532 | $231.5K | 0.14% | 00.0% | Unchanged |
| Essex Savings Bank | 2,535 | $231.8K | 0.05% | −600−19.1% | Reduced |
| Founders Capital Management, LLC | 2,537 | $232.0K | 0.04% | 00.0% | Unchanged |
| Sky-Mountain Capital Management, Inc. | 2,540 | $232.2K | 0.16% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 2,547 | $232.9K | 0.00% | −16−0.6% | Reduced |
| Cobblestone Capital Advisors LLC | 2,548 | $233.0K | 0.01% | −125−4.7% | Reduced |
| DF Dent & Co Inc | 2,555 | $233.6K | 0.00% | −1,538−37.6% | Reduced |
| Acropolis Investment Management, LLC | 2,363 | $234.0K | 0.01% | +2,363 | New |
| Sapient Capital LLC | 2,564 | $234.1K | 0.00% | −19−0.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 2,562 | $234.2K | 0.01% | +100+4.1% | Added |
| Courier Capital LLC | 2,566 | $234.6K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,407 | $234.9K | 0.03% | −49−2.0% | Reduced |
| Naples Global Advisors, LLC | 2,601 | $237.8K | 0.02% | +425+19.5% | Added |
| Ancora Advisors, LLC | 2,603 | $238.0K | 0.00% | −203−7.2% | Reduced |
| Farmers Trust Co | 2,603 | $238.0K | 0.04% | +186+7.7% | Added |
| Bennett Selby Investments LP | 2,606 | $238.3K | 0.08% | +305+13.3% | Added |
| Phoenix Holdings Ltd. | 2,618 | $239.4K | 0.00% | +2,618 | New |
| Panagora Asset Management Inc | 2,627 | $240.2K | 0.00% | −5,020−65.6% | Reduced |
| New England Capital Financial Advisors LLC | 2,628 | $240.3K | 0.10% | −165−5.9% | Reduced |
| Stonebridge Capital Advisors LLC | 2,630 | $240.5K | 0.02% | −13−0.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,638 | $241.2K | 0.01% | +535+25.4% | Added |
| Montecito Bank & Trust | 2,640 | $241.4K | 0.04% | +2,640 | New |
| Mengis Capital Management, Inc. | 2,650 | $242.3K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 2,655 | $242.7K | 0.03% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,676 | $244.7K | 0.04% | −2,640−49.7% | Reduced |
| Caxton Associates LLP | 2,677 | $244.8K | 0.01% | −2,097−43.9% | Reduced |
| Dover Advisors, LLC | 2,702 | $247.0K | 0.10% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,703 | $247.1K | 0.01% | +96+3.7% | Added |
| Massmutual Trust Co FSB | 2,710 | $247.8K | 0.01% | −334−11.0% | Reduced |
| Riverwater Partners LLC | 2,724 | $249.1K | 0.10% | −119−4.2% | Reduced |
| Flagship Harbor Advisors, LLC | 2,727 | $249.4K | 0.01% | −118−4.1% | Reduced |