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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 5,519 | $498.9K | 0.02% | −1,411−20.4% | Reduced |
| Bull Street Advisors, LLC | 5,470 | $500.0K | 0.23% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 5,477 | $501.0K | 0.02% | −327−5.6% | Reduced |
| Aptus Capital Advisors, LLC | 5,486 | $501.6K | 0.00% | +231+4.4% | Added |
| Guggenheim Capital LLC | 5,543 | $506.8K | 0.00% | +580+11.7% | Added |
| Siemens Fonds Invest GmbH | 5,558 | $508.2K | 0.03% | −8−0.1% | Reduced |
| TD Private Client Wealth LLC | 5,602 | $512.2K | 0.01% | +711+14.5% | Added |
| Benjamin Edwards Inc | 5,661 | $517.6K | 0.01% | +5,661 | New |
| ELCO Management Co., LLC | 5,709 | $522.0K | 0.27% | −318−5.3% | Reduced |
| Amica Retiree Medical Trust | 5,752 | $526.0K | 0.72% | 00.0% | Unchanged |
| CX Institutional | 5,753 | $526.0K | 0.02% | +1,430+33.1% | Added |
| Umb Bank N A | 5,791 | $529.5K | 0.01% | +1,821+45.9% | Added |
| Quotient Wealth Partners, LLC | 5,813 | $531.5K | 0.01% | −228−3.8% | Reduced |
| Hartford Financial Management Inc. | 5,815 | $531.6K | 0.14% | −519−8.2% | Reduced |
| Freestone Capital Holdings, LLC | 5,826 | $532.7K | 0.02% | +500+9.4% | Added |
| Dearborn Partners LLC | 5,865 | $536.2K | 0.03% | −303−4.9% | Reduced |
| Allred Capital Management, LLC | 5,911 | $540.4K | 0.19% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 5,915 | $540.8K | 0.04% | −234−3.8% | Reduced |
| Ballentine Partners, LLC | 5,922 | $541.4K | 0.01% | −2,077−26.0% | Reduced |
| Meridian Management Co | 6,007 | $549.2K | 0.15% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 6,091 | $556.8K | 0.03% | +142+2.4% | Added |
| Means Investment Co., Inc. | 6,142 | $561.6K | 0.05% | +10.0% | Added |
| Central Trust Co | 6,168 | $563.9K | 0.01% | −10.0% | Reduced |
| Westhampton Capital, LLC | 6,225 | $569.2K | 0.28% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,265 | $571.7K | 0.03% | −718−10.3% | Reduced |
| GAMMA Investing LLC | 6,313 | $577.2K | 0.03% | −1,377−17.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,324 | $578.2K | 0.04% | +400+6.8% | Added |
| Wedbush Securities Inc | 6,377 | $583.0K | 0.02% | −1,079−14.5% | Reduced |
| Curbstone Financial Management Corp | 6,388 | $584.1K | 0.11% | −60−0.9% | Reduced |
| Auto-Owners Insurance Co | 6,393 | $584.5K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 6,428 | $587.7K | 0.23% | −363−5.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,476 | $592.1K | 0.00% | +192+3.1% | Added |
| Park Avenue Securities LLC | 6,495 | $594.0K | 0.00% | −7,381−53.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,509 | $595.1K | 0.01% | −179−2.7% | Reduced |
| American National Bank | 6,558 | $599.6K | 0.06% | −1,158−15.0% | Reduced |
| We Are One Seven, LLC | 6,576 | $601.3K | 0.01% | +3,698+128.5% | Added |
| Cookson Peirce & Co Inc | 6,615 | $604.8K | 0.02% | +115+1.8% | Added |
| Amussen Hunsaker Associates LLC | 6,630 | $606.6K | 0.06% | +6,630 | New |
| Rothschild Investment LLC | 6,637 | $606.8K | 0.03% | +2,886+76.9% | Added |
| Waterford Advisors, LLC | 6,690 | $611.7K | 0.21% | −8,257−55.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,724 | $614.8K | 0.03% | +40+0.6% | Added |
| Quadrant Capital Group LLC | 6,806 | $622.3K | 0.02% | −3,701−35.2% | Reduced |
| Sequoia Financial Advisors, LLC | 6,828 | $624.3K | 0.00% | −786−10.3% | Reduced |
| Mutual Advisors, LLC | 6,726 | $625.4K | 0.01% | +282+4.4% | Added |
| State of Wyoming | 6,848 | $626.1K | 0.07% | +449+7.0% | Added |
| Pallas Capital Advisors LLC | 6,901 | $631.0K | 0.02% | +6,901 | New |
| Medallion Wealth Advisors, LLC | 6,902 | $631.1K | 0.22% | +10.0% | Added |
| ICW Investment Advisors LLC | 6,930 | $633.6K | 0.23% | +91+1.3% | Added |
| Glenview Trust Co | 6,973 | $637.5K | 0.01% | −51−0.7% | Reduced |
| Kestra Private Wealth Services, LLC | 6,997 | $639.7K | 0.01% | −680−8.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,019 | $641.7K | 0.07% | −750−9.7% | Reduced |
| Romano Brothers and Company | 7,036 | $643.3K | 0.07% | −38−0.5% | Reduced |
| Moneta Group Investment Advisors LLC | 7,057 | $645.2K | 0.01% | −803−10.2% | Reduced |
| Ar Asset Management Inc | 7,150 | $654.0K | 0.14% | 00.0% | Unchanged |
| Diversified Trust Co | 7,154 | $654.1K | 0.01% | −5−0.1% | Reduced |
| Werlinich Asset Management, LLC | 7,155 | $654.2K | 0.33% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 7,284 | $666.0K | 0.01% | +1,769+32.1% | Added |
| Arkadios Wealth Advisors | 7,320 | $669.2K | 0.02% | −194−2.6% | Reduced |
| Blueshift Asset Management, LLC | 7,321 | $669.4K | 0.21% | +4,562+165.3% | Added |
| Fire Capital Management LLC | 7,346 | $671.6K | 0.39% | 00.0% | Unchanged |
| Eastern Bank | 7,372 | $674.0K | 0.01% | −24−0.3% | Reduced |
| Lee Danner & Bass Inc | 7,410 | $677.5K | 0.05% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 7,440 | $680.2K | 0.08% | −74−1.0% | Reduced |
| Parallel Advisors, LLC | 7,481 | $684.0K | 0.01% | −601−7.4% | Reduced |
| MUFG Securities EMEA plc | 7,512 | $686.8K | 0.02% | +6,344+543.2% | Added |
| Larson Financial Group LLC | 7,559 | $691.1K | 0.02% | +405+5.7% | Added |
| Pring Turner Capital Group Inc | 7,575 | $692.6K | 0.42% | 00.0% | Unchanged |
| Field & Main Bank | 7,606 | $695.4K | 0.21% | −956−11.2% | Reduced |
| Longfellow Investment Management Co LLC | 7,608 | $695.6K | 0.16% | +7,608 | New |
| Volterra Technologies LP | 7,665 | $700.8K | 0.46% | +7,665 | New |
| Sit Investment Associates Inc | 7,680 | $702.0K | 0.01% | −40−0.5% | Reduced |
| Daymark Wealth Partners, LLC | 7,692 | $703.3K | 0.02% | −424−5.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 7,816 | $714.8K | 0.01% | +869+12.5% | Added |
| Wolverine Trading, LLC | 7,830 | $714.8K | 0.01% | +7,830 | New |
| Vestcor Inc | 7,833 | $716.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 7,856 | $718.3K | 0.02% | +289+3.8% | Added |
| Magnetar Financial LLC | 7,979 | $729.5K | 0.00% | +7,979 | New |
| Stratos Wealth Partners, LTD. | 8,042 | $735.3K | 0.01% | +1,695+26.7% | Added |
| Dumont & Blake Investment Advisors LLC | 8,193 | $749.1K | 0.18% | +26+0.3% | Added |
| NorthCrest Asset Manangement, LLC | 8,309 | $751.1K | 0.02% | +4,854+140.5% | Added |
| Applied Finance Capital Management, LLC | 8,234 | $752.8K | 0.05% | −1,296−13.6% | Reduced |
| Oppenheimer & Co Inc | 8,259 | $755.1K | 0.01% | −40−0.5% | Reduced |
| FineMark National Bank & Trust | 8,295 | $758.4K | 0.02% | −475−5.4% | Reduced |
| Johnson Investment Counsel Inc | 8,481 | $775.4K | 0.01% | −166−1.9% | Reduced |
| Birch Hill Investment Advisors LLC | 8,537 | $780.5K | 0.03% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 8,596 | $785.9K | 0.14% | +3,733+76.8% | Added |
| Vontobel Holding Ltd. | 8,598 | $786.1K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 8,607 | $786.9K | 0.12% | +8,607 | New |
| MASTERINVEST Kapitalanlage GmbH | 8,678 | $793.4K | 0.08% | +1,264+17.0% | Added |
| XTX Topco Ltd | 8,707 | $796.1K | 0.04% | −21,784−71.4% | Reduced |
| Integrated Wealth Concepts LLC | 8,786 | $803.3K | 0.01% | −1,775−16.8% | Reduced |
| HighPoint Advisor Group LLC | 8,835 | $807.8K | 0.04% | −1,618−15.5% | Reduced |
| Greenleaf Trust | 8,842 | $808.4K | 0.01% | −83−0.9% | Reduced |
| Burling Wealth Partners, LLC | 8,857 | $809.8K | 0.13% | −3,674−29.3% | Reduced |
| Krilogy Financial LLC | 8,921 | $814.0K | 0.03% | +8,921 | New |
| Meeder Advisory Services, Inc. | 8,924 | $815.9K | 0.04% | −998−10.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $816.5K | 0.02% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 9,006 | $823.4K | 0.20% | −107−1.2% | Reduced |
| Concurrent Investment Advisors, LLC | 9,087 | $830.8K | 0.01% | +1,721+23.4% | Added |
| Burney Co | 9,133 | $835.0K | 0.03% | −84−0.9% | Reduced |