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 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 3,698 | $338.1K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 3,700 | $338.3K | 0.00% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,738 | $341.8K | 0.03% | −148−3.8% | Reduced |
| Arista Wealth Management, LLC | 3,761 | $343.9K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 3,766 | $344.3K | 0.01% | −97−2.5% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,776 | $345.2K | 0.25% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,784 | $346.0K | 0.02% | −235−5.8% | Reduced |
| Busey Wealth Management | 3,799 | $347.3K | 0.01% | −50−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 3,815 | $348.3K | 0.01% | −102−2.6% | Reduced |
| Fortune Financial Advisors, LLC | 3,827 | $349.9K | 0.26% | +3+0.1% | Added |
| Bokf, NA | 3,828 | $350.0K | 0.01% | +405+11.8% | Added |
| Cigna Investments Inc | 3,824 | $350.0K | 0.05% | −87−2.2% | Reduced |
| Rexford Capital Inc | 3,829 | $350.1K | 0.27% | +141+3.8% | Added |
| Sovereign Financial Group, Inc. | 3,853 | $352.2K | 0.07% | −355−8.4% | Reduced |
| Westpac Banking Corp | 3,856 | $352.6K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,858 | $352.7K | 0.00% | −3,122−44.7% | Reduced |
| Sage Mountain Advisors LLC | 3,865 | $353.4K | 0.02% | +881+29.5% | Added |
| Kraematon Investment Advisors, Inc | 3,891 | $355.7K | 0.30% | −143−3.5% | Reduced |
| Rialto Wealth Management, LLC | 3,896 | $356.2K | 0.09% | −21−0.5% | Reduced |
| Atwood & Palmer Inc | 3,925 | $358.9K | 0.02% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,929 | $359.0K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,934 | $359.7K | 0.02% | −391−9.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,935 | $359.8K | 0.01% | −233−5.6% | Reduced |
| Trust Co of Virginia | 3,939 | $360.1K | 0.03% | −51−1.3% | Reduced |
| Independent Financial Group, LLC | 3,992 | $365.0K | 0.01% | +749+23.1% | Added |
| Charter Trust Co | 3,995 | $365.3K | 0.02% | −16−0.4% | Reduced |
| GAM Holding AG | 4,000 | $365.7K | 0.02% | +4,000 | New |
| Knollwood Investment Advisory, LLC | 4,008 | $366.5K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,011 | $367.0K | 0.00% | −3,526−46.8% | Reduced |
| Radnor Capital Management, LLC | 4,032 | $368.6K | 0.06% | −520−11.4% | Reduced |
| Caldwell Trust Co | 4,033 | $368.7K | 0.03% | +100+2.5% | Added |
| Checchi Capital Advisers, LLC | 4,033 | $368.8K | 0.03% | −567−12.3% | Reduced |
| Hancock Whitney Corp | 4,036 | $369.0K | 0.01% | −169−4.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,050 | $370.3K | 0.01% | −353−8.0% | Reduced |
| Vancity Investment Management Ltd | 4,054 | $371.0K | 0.05% | +488+13.7% | Added |
| Mystic Asset Management, Inc. | 4,083 | $373.3K | 0.08% | +73+1.8% | Added |
| BSW Wealth Partners | 4,105 | $375.3K | 0.05% | +903+28.2% | Added |
| Profund Advisors LLC | 4,119 | $376.6K | 0.01% | −313−7.1% | Reduced |
| Ninety One North America, Inc. | 4,122 | $376.9K | 0.02% | −1,372−25.0% | Reduced |
| Verdence Capital Advisors LLC | 4,095 | $377.0K | 0.02% | −179−4.2% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,142 | $378.7K | 0.09% | −18−0.4% | Reduced |
| Drexel Morgan & Co. | 4,288 | $392.1K | 0.06% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $393.1K | 0.10% | 00.0% | Unchanged |
| QSV Equity Investors LLC | 4,307 | $393.8K | 0.40% | +628+17.1% | Added |
| Catalytic Wealth RIA, LLC | 4,309 | $394.0K | 0.01% | +4,309 | New |
| Pointe Capital Management LLC | 4,326 | $395.5K | 0.19% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,364 | $399.1K | 0.01% | +934+27.2% | Added |
| Transcend Wealth Collective, LLC | 4,387 | $401.1K | 0.03% | +1,122+34.4% | Added |
| Washington Trust Co | 4,390 | $401.4K | 0.01% | +2,034+86.3% | Added |
| Texas Bank & Trust Co | 4,400 | $402.3K | 0.15% | 00.0% | Unchanged |
| Excalibur Management Corp | 4,435 | $405.5K | 0.15% | 00.0% | Unchanged |
| Chicago Trust Co NA | 4,455 | $407.3K | 0.06% | +1,536+52.6% | Added |
| Hilltop Holdings Inc. | 4,466 | $408.4K | 0.02% | −226−4.8% | Reduced |
| Sanders Morris Harris LLC | 4,500 | $411.4K | 0.05% | +1,413+45.8% | Added |
| 1st Source Bank | 4,516 | $412.9K | 0.02% | −10−0.2% | Reduced |
| Everett Harris & Co | 4,518 | $413.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4,531 | $414.3K | 0.05% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,535 | $414.7K | 0.01% | −48−1.0% | Reduced |
| Ellevest, Inc. | 4,556 | $416.6K | 0.06% | −1,856−28.9% | Reduced |
| Wetherby Asset Management Inc | 4,593 | $419.9K | 0.02% | −709−13.4% | Reduced |
| Choate Investment Advisors | 4,595 | $420.1K | 0.01% | +489+11.9% | Added |
| Moors & Cabot, Inc. | 4,615 | $421.9K | 0.02% | −701−13.2% | Reduced |
| Core Wealth Partners LLC | 4,670 | $427.0K | 0.20% | +100+2.2% | Added |
| Advisory Services Network, LLC | 4,683 | $428.2K | 0.01% | +457+10.8% | Added |
| Exencial Wealth Advisors, LLC | 4,686 | $428.4K | 0.01% | +234+5.3% | Added |
| TD Waterhouse Canada Inc. | 4,656 | $430.0K | 0.00% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 4,714 | $431.0K | 0.01% | +482+11.4% | Added |
| Vise Technologies, Inc. | 4,737 | $433.1K | 0.02% | −451−8.7% | Reduced |
| Montag A & Associates Inc | 4,749 | $434.2K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,821 | $440.8K | 0.01% | −1,251−20.6% | Reduced |
| EverSource Wealth Advisors, LLC | 4,888 | $447.0K | 0.02% | +371+8.2% | Added |
| Optas, LLC | 4,902 | $448.2K | 0.08% | −1,010−17.1% | Reduced |
| Grimes & Company, Inc. | 4,903 | $448.2K | 0.01% | −83−1.7% | Reduced |
| Tocqueville Asset Management L.P. | 4,907 | $448.6K | 0.01% | −16,000−76.5% | Reduced |
| Kingsview Wealth Management, LLC | 4,911 | $449.0K | 0.01% | −3,336−40.5% | Reduced |
| Gabelli Funds LLC | 4,915 | $449.4K | 0.00% | +415+9.2% | Added |
| First Western Trust Bank | 4,942 | $451.8K | 0.02% | −16−0.3% | Reduced |
| Banque Transatlantique SA | 4,980 | $454.9K | 0.01% | −23−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,023 | $459.3K | 0.01% | −269−5.1% | Reduced |
| Valley Brook Capital Group | 5,065 | $463.1K | 0.31% | 00.0% | Unchanged |
| Stephens Inc | 5,090 | $465.3K | 0.01% | +355+7.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,128 | $468.9K | 0.05% | −116−2.2% | Reduced |
| Assetmark, Inc | 5,141 | $470.1K | 0.00% | +2,036+65.6% | Added |
| Cary Street Partners Financial LLC | 5,165 | $472.2K | 0.01% | +132+2.6% | Added |
| Connable Office Inc | 5,172 | $472.9K | 0.04% | +330+6.8% | Added |
| Wendell David Associates Inc | 5,223 | $478.0K | 0.05% | −221−4.1% | Reduced |
| Parsons Capital Management Inc | 5,236 | $478.7K | 0.03% | −357−6.4% | Reduced |
| Citizens Financial Group Inc | 5,252 | $480.2K | 0.01% | +2,182+71.1% | Added |
| StoneX Group Inc. | 5,273 | $482.1K | 0.02% | −5,085−49.1% | Reduced |
| Investment Advisory Services Inc | 5,303 | $484.8K | 0.15% | −211−3.8% | Reduced |
| Garrison Point Advisors, LLC | 5,310 | $485.5K | 0.20% | −265−4.8% | Reduced |
| RMB Capital Management, LLC | 5,312 | $485.6K | 0.01% | +117+2.3% | Added |
| La Banque Postale Asset Management SA | 5,321 | $486.5K | 0.01% | −3,927−42.5% | Reduced |
| Tema ETFs LLC | 5,357 | $489.8K | 0.04% | +5,357 | New |
| LGT Group Foundation | 5,306 | $490.1K | 0.01% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 5,364 | $490.5K | 0.31% | +6+0.1% | Added |
| Callan Family Office, LLC | 5,365 | $490.5K | 0.02% | −3,254−37.8% | Reduced |
| Simmons Bank | 5,380 | $491.9K | 0.03% | −300−5.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,405 | $494.2K | 0.00% | −57,227−91.4% | Reduced |
| Moody National Bank Trust Division | 5,414 | $495.0K | 0.04% | +465+9.4% | Added |