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 |
|---|---|---|---|---|---|
| Charter Oak Capital Management, LLC | 2,734 | $250.0K | 0.02% | +58+2.2% | Added |
| AlphaCore Capital LLC | 2,734 | $250.0K | 0.01% | +90+3.4% | Added |
| Essential Partners LLC | 2,745 | $251.0K | 0.08% | +2,004+270.4% | Added |
| Howard Capital Management Inc. | 2,746 | $251.1K | 0.00% | +84+3.2% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $252.8K | 0.19% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 2,765 | $252.8K | 0.03% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 2,770 | $253.3K | 0.13% | −75−2.6% | Reduced |
| Coldstream Capital Management Inc | 2,776 | $253.8K | 0.00% | −38−1.4% | Reduced |
| McDonald Partners LLC | 2,789 | $255.0K | 0.08% | −158−5.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,793 | $255.4K | 0.01% | −45−1.6% | Reduced |
| Adviser Investments LLC | 2,802 | $256.2K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 2,805 | $256.5K | 0.04% | −48−1.7% | Reduced |
| Forbes J M & Co LLP | 2,810 | $256.9K | 0.02% | +29+1.0% | Added |
| S.A. Mason LLC | 2,818 | $257.7K | 0.11% | +10.0% | Added |
| Crestwood Advisors Group LLC | 2,832 | $258.9K | 0.00% | −386−12.0% | Reduced |
| Ritholtz Wealth Management | 2,837 | $259.4K | 0.01% | −72−2.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,844 | $259.5K | 0.03% | +2,844 | New |
| Journey Strategic Wealth LLC | 2,873 | $262.7K | 0.01% | −2,259−44.0% | Reduced |
| DRW Securities, LLC | 2,882 | $262.8K | 0.01% | −1,786−38.3% | Reduced |
| Twinbeech Capital LP | 2,883 | $263.6K | 0.01% | −99,800−97.2% | Reduced |
| Premier Path Wealth Partners, LLC | 2,883 | $263.6K | 0.03% | −153−5.0% | Reduced |
| LCM Capital Management Inc | 2,902 | $265.3K | 0.13% | −2−0.1% | Reduced |
| Signature Wealth Management Partners, LLC | 2,910 | $266.1K | 0.14% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,910 | $266.1K | 0.00% | −560−16.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,912 | $266.2K | 0.01% | −200−6.4% | Reduced |
| First Citizens Bank & Trust Co | 2,912 | $266.2K | 0.01% | −66−2.2% | Reduced |
| Copeland Capital Management, LLC | 2,926 | $267.6K | 0.01% | −7,855−72.9% | Reduced |
| Farther Finance Advisors, LLC | 2,939 | $268.7K | 0.00% | −57−1.9% | Reduced |
| Employees Retirement System of Texas | 2,947 | $269.0K | 0.00% | −23,509−88.9% | Reduced |
| AE Wealth Management LLC | 2,949 | $269.6K | 0.00% | −896−23.3% | Reduced |
| Founders Financial Securities LLC | 2,982 | $272.6K | 0.02% | −125−4.0% | Reduced |
| St Germain D J Co Inc | 2,986 | $273.0K | 0.01% | −33−1.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,991 | $273.1K | 0.04% | 00.0% | Unchanged |
| NTV Asset Management LLC | 2,990 | $273.4K | 0.03% | −370−11.0% | Reduced |
| Pitcairn Co | 2,998 | $274.1K | 0.02% | +27+0.9% | Added |
| Tiemann Investment Advisors, LLC | 2,999 | $274.2K | 0.10% | −125−4.0% | Reduced |
| Corient IA LLC | 3,000 | $274.3K | 0.20% | −1,000−25.0% | Reduced |
| Systematic Financial Management LP | 3,000 | $274.3K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $274.3K | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $274.3K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,012 | $275.0K | 0.10% | +12+0.4% | Added |
| J. Team Financial, Inc. | 3,009 | $275.1K | 0.28% | +3,009 | New |
| Heritage Wealth Management, Inc. | 3,017 | $275.8K | 0.08% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,021 | $276.2K | 0.01% | +37+1.2% | Added |
| General Partner, Inc. | 3,029 | $276.9K | 0.15% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 3,062 | $279.9K | 0.05% | +3,062 | New |
| Tower Bridge Advisors | 3,071 | $280.8K | 0.03% | −275−8.2% | Reduced |
| Change Path, LLC | 3,078 | $281.4K | 0.01% | +331+12.0% | Added |
| Sterneck Capital Management, LLC | 3,088 | $282.3K | 0.13% | +3,088 | New |
| Boyd Watterson Asset Management LLC | 3,093 | $282.8K | 0.08% | +43+1.4% | Added |
| HORAN Wealth, LLC | 3,094 | $282.8K | 0.04% | +3,094 | New |
| Country Club Bank | 3,102 | $283.2K | 0.02% | −50−1.6% | Reduced |
| Requisite Capital Management, LLC | 3,101 | $283.5K | 0.05% | +3,101 | New |
| IHT Wealth Management, LLC | 3,109 | $284.3K | 0.01% | −112−3.5% | Reduced |
| Axxcess Wealth Management, LLC | 3,117 | $285.0K | 0.01% | −147−4.5% | Reduced |
| Miracle Mile Advisors, LLC | 3,127 | $285.9K | 0.00% | +349+12.6% | Added |
| Groupama Asset Managment | 3,144 | $287.5K | 0.00% | +3,144 | New |
| First Affirmative Financial Network | 3,145 | $287.6K | 0.14% | −18−0.6% | Reduced |
| Arq Wealth Advisors, LLC | 3,161 | $289.0K | 0.09% | +3,161 | New |
| Advisor OS, LLC | 3,171 | $290.0K | 0.03% | −85−2.6% | Reduced |
| Intellectus Partners, LLC | 3,182 | $290.9K | 0.06% | +3,182 | New |
| Fortress Private Ledger, LLC | 3,202 | $292.8K | 0.11% | +300+10.3% | Added |
| Savvy Advisors, Inc. | 3,208 | $293.3K | 0.01% | +3,208 | New |
| Foster & Motley Inc | 3,218 | $294.0K | 0.02% | −252−7.3% | Reduced |
| Invesco, LLC | 3,222 | $294.6K | 0.10% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 3,240 | $296.2K | 0.07% | +765+30.9% | Added |
| TCTC Holdings, LLC | 3,249 | $297.1K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 3,252 | $297.3K | 0.01% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 3,299 | $301.6K | 0.19% | −275−7.7% | Reduced |
| Integrity Alliance, LLC. | 3,322 | $303.8K | 0.01% | +483+17.0% | Added |
| Defined Wealth Management, LLC | 3,338 | $305.2K | 0.18% | −22−0.7% | Reduced |
| Armistice Capital, LLC | 3,340 | $305.4K | 0.01% | +3,340 | New |
| Banque Cantonale Vaudoise | 3,361 | $307.0K | 0.01% | −1,484−30.6% | Reduced |
| Forum Financial Management, LP | 3,371 | $308.2K | 0.00% | +305+9.9% | Added |
| Farmers National Bank | 3,375 | $308.6K | 0.07% | −45−1.3% | Reduced |
| Fruth Investment Management | 3,403 | $311.0K | 0.08% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,408 | $311.6K | 0.01% | −68−2.0% | Reduced |
| Fidelis Capital Partners, LLC | 3,442 | $314.7K | 0.02% | −59−1.7% | Reduced |
| Great Diamond Partners, LLC | 3,447 | $315.2K | 0.06% | +300+9.5% | Added |
| Boston Family Office LLC | 3,462 | $317.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,477 | $317.9K | 0.07% | −17−0.5% | Reduced |
| Menora Mivtachim Holdings Ltd. | 3,500 | $320.0K | 0.00% | 00.0% | Unchanged |
| Strategic Planning, Inc. | 3,501 | $320.1K | 0.19% | −43−1.2% | Reduced |
| Tritonpoint Wealth, LLC | 3,504 | $320.4K | 0.03% | +458+15.0% | Added |
| Patten & Patten Inc | 3,505 | $320.5K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,505 | $320.5K | 0.05% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,516 | $321.4K | 0.02% | +88+2.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,545 | $324.1K | 0.02% | +10.0% | Added |
| National Asset Management, Inc. | 3,547 | $324.3K | 0.02% | −183−4.9% | Reduced |
| Bell Investment Advisors, Inc | 3,552 | $324.8K | 0.05% | +6+0.2% | Added |
| Ameritas Investment Partners, Inc. | 3,577 | $327.0K | 0.01% | −201−5.3% | Reduced |
| GSB Wealth Management, LLC | 3,589 | $328.1K | 0.07% | −11−0.3% | Reduced |
| Ossiam | 3,608 | $329.9K | 0.00% | −5,038−58.3% | Reduced |
| Neo Ivy Capital Management | 3,612 | $330.2K | 0.08% | +3,612 | New |
| Holderness Investments Co | 3,624 | $331.4K | 0.07% | −1,320−26.7% | Reduced |
| City Holding Co | 3,633 | $332.1K | 0.04% | −972−21.1% | Reduced |
| Kinneret Advisory, LLC | 3,639 | $332.7K | 0.03% | −16−0.4% | Reduced |
| Parcion Private Wealth LLC | 3,652 | $333.9K | 0.02% | +1,241+51.5% | Added |
| Baker Avenue Asset Management, LP | 3,673 | $335.8K | 0.01% | −790−17.7% | Reduced |
| Miller Financial Services LLC | 3,695 | $337.8K | 0.39% | +3,695 | New |