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 |
|---|---|---|---|---|---|
| Home Federal Bank of Tennessee | 9,176 | $839.0K | 0.22% | −50−0.5% | Reduced |
| Azzad Asset Management Inc | 9,223 | $843.2K | 0.08% | +2,566+38.5% | Added |
| 111 Capital | 9,313 | $851.5K | 0.16% | +6,873+281.7% | Added |
| Trust Co of Toledo NA | 9,359 | $855.7K | 0.09% | −165−1.7% | Reduced |
| STRS Ohio | 9,449 | $863.9K | 0.00% | +30.0% | Added |
| Apollon Wealth Management, LLC | 9,476 | $866.4K | 0.02% | −2,221−19.0% | Reduced |
| Lido Advisors, LLC | 9,487 | $867.5K | 0.00% | −1,857−16.4% | Reduced |
| IMA Wealth, Inc. | 9,503 | $868.9K | 0.09% | +933+10.9% | Added |
| Ascent Wealth Partners, LLC | 9,512 | $869.7K | 0.10% | +9,512 | New |
| Compass Wealth Management LLC | 9,515 | $870.0K | 0.19% | 00.0% | Unchanged |
| FORA Capital, LLC | 9,588 | $876.6K | 0.15% | −13,823−59.0% | Reduced |
| Kornitzer Capital Management Inc | 9,684 | $885.4K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9,779 | $894.1K | 0.01% | −450−4.4% | Reduced |
| BKD Wealth Advisors, LLC | 9,834 | $899.1K | 0.02% | −3,840−28.1% | Reduced |
| Cooper Financial Group | 9,986 | $913.0K | 0.10% | +2,829+39.5% | Added |
| Woodstock Corp | 10,009 | $915.1K | 0.08% | −10−0.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 10,063 | $920.1K | 0.03% | −100−1.0% | Reduced |
| Bryn Mawr Trust Co | 10,085 | $922.1K | 0.02% | −1,168−10.4% | Reduced |
| Buckingham Strategic Partners | 10,356 | $938.9K | 0.01% | +7,816+307.7% | Added |
| Hillsdale Investment Management Inc. | 10,300 | $941.7K | 0.03% | +10,300 | New |
| Nomura Holdings Inc | 10,305 | $942.2K | 0.00% | +10,305 | New |
| Cypress Advisory Group LLC | 10,380 | $949.0K | 0.70% | +7,530+264.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,400 | $950.9K | 0.06% | −454−4.2% | Reduced |
| Bridges Investment Management Inc | 10,411 | $951.9K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,418 | $952.5K | 0.00% | +453+4.5% | Added |
| Moody Lynn & Lieberson, LLC | 10,446 | $955.1K | 0.05% | −1,029−9.0% | Reduced |
| NorthRock Partners, LLC | 10,508 | $960.8K | 0.02% | +1,934+22.6% | Added |
| MUFG Securities Americas Inc. | 10,584 | $967.7K | 0.06% | +1,837+21.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 10,614 | $970.4K | 0.09% | −19−0.2% | Reduced |
| Eventide Asset Management, LLC | 10,692 | $976.1K | 0.02% | +891+9.1% | Added |
| CAPROCK Group, Inc. | 11,304 | $982.3K | 0.02% | +11,304 | New |
| Holowesko Partners Ltd. | 10,900 | $996.6K | 0.37% | +1,900+21.1% | Added |
| Quantitative Investment Management, LLC | 10,933 | $999.0K | 0.14% | +10,933 | New |
| Argent Trust Co | 10,936 | $999.9K | 0.04% | −2,538−18.8% | Reduced |
| Snowden Capital Advisors LLC | 10,988 | $1.00M | 0.03% | +13+0.1% | Added |
| GWM Advisors LLC | 11,114 | $1.02M | 0.00% | +892+8.7% | Added |
| Principle Wealth Partners LLC | 11,151 | $1.02M | 0.06% | −76−0.7% | Reduced |
| Neville Rodie & Shaw Inc | 11,158 | $1.02M | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 11,312 | $1.04M | 0.01% | −159−1.4% | Reduced |
| Scotia Capital Inc. | 11,391 | $1.04M | 0.00% | −29,045−71.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,494 | $1.05M | 0.01% | +3,099+36.9% | Added |
| Rossmore Private Capital | 11,519 | $1.05M | 0.11% | +147+1.3% | Added |
| Guinness Atkinson Asset Management Inc | 11,587 | $1.06M | 0.50% | 00.0% | Unchanged |
| R Squared Ltd | 11,715 | $1.07M | 0.46% | +537+4.8% | Added |
| Ci Investments Inc. | 11,769 | $1.08M | 0.00% | −217−1.8% | Reduced |
| Ally Financial Inc. | 12,000 | $1.10M | 0.14% | +12,000 | New |
| Roundview Capital LLC | 12,003 | $1.10M | 0.07% | −17,993−60.0% | Reduced |
| Principal Securities, Inc. | 12,043 | $1.10M | 0.02% | +2,696+28.8% | Added |
| Raiffeisen Bank International AG | 12,079 | $1.10M | 0.01% | +6,052+100.4% | Added |
| Synovus Financial Corp | 12,102 | $1.11M | 0.01% | −648−5.1% | Reduced |
| Bollard Group LLC | 12,254 | $1.12M | 0.03% | +611+5.2% | Added |
| Rockland Trust Co | 12,306 | $1.13M | 0.05% | −6,854−35.8% | Reduced |
| Clearstead Advisors, LLC | 12,378 | $1.13M | 0.02% | +1,709+16.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,509 | $1.14M | 0.02% | −81−0.6% | Reduced |
| Shell Asset Management Co | 12,533 | $1.15M | 0.12% | −6,837−35.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,560 | $1.15M | 0.05% | +12,560 | New |
| Ironwood Investment Management LLC | 12,567 | $1.15M | 0.50% | −42−0.3% | Reduced |
| Ahl Investment Management, Inc. | 12,579 | $1.15M | 0.79% | +6,747+115.7% | Added |
| Tokio Marine Asset Management Co Ltd | 12,734 | $1.16M | 0.04% | +989+8.4% | Added |
| Capstone Investment Advisors, LLC | 12,829 | $1.17M | 0.01% | +12,829 | New |
| Triangle Securities Wealth Management | 12,867 | $1.18M | 0.27% | +532+4.3% | Added |
| Trivant Custom Portfolio Group, LLC | 12,903 | $1.18M | 0.61% | −1,826−12.4% | Reduced |
| Carolina Wealth Advisors, LLC | 12,954 | $1.18M | 0.51% | +1,288+11.0% | Added |
| Trust Co of Vermont | 12,957 | $1.18M | 0.05% | +87+0.7% | Added |
| Goelzer Investment Management, Inc. | 12,995 | $1.19M | 0.06% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.19M | 0.13% | 00.0% | Unchanged |
| Pensionfund Sabic | 13,000 | $1.19M | 0.32% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 13,010 | $1.19M | 0.01% | −79,871−86.0% | Reduced |
| Resources Investment Advisors, LLC. | 13,040 | $1.19M | 0.01% | +1,443+12.4% | Added |
| Tiaa Trust, National Association | 13,114 | $1.20M | 0.00% | −60.0% | Reduced |
| Advisors Asset Management, Inc. | 13,121 | $1.20M | 0.02% | +2,408+22.5% | Added |
| Metis Global Partners, LLC | 13,361 | $1.22M | 0.03% | −815−5.7% | Reduced |
| Richard Bernstein Advisors LLC | 13,699 | $1.25M | 0.04% | −21,656−61.3% | Reduced |
| Brighton Jones LLC | 13,813 | $1.26M | 0.03% | +8,520+161.0% | Added |
| Allstate Corp | 13,994 | $1.28M | 0.03% | +13,994 | New |
| Arthur M. Cohen & Associates, LLC | 14,000 | $1.28M | 0.22% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,065 | $1.29M | 0.01% | +1,568+12.5% | Added |
| Vident Advisory, LLC | 14,204 | $1.30M | 0.01% | +935+7.0% | Added |
| Acadian Asset Management LLC | 14,500 | $1.32M | 0.00% | +6,887+90.5% | Added |
| Perigon Wealth Management, LLC | 14,547 | $1.33M | 0.03% | +1,112+8.3% | Added |
| New England Research & Management, Inc. | 14,575 | $1.33M | 0.61% | +14,575 | New |
| Ridgewood Investments LLC | 14,581 | $1.33M | 0.56% | +4,390+43.1% | Added |
| Empirical Finance, LLC | 14,596 | $1.33M | 0.06% | +134+0.9% | Added |
| Systematic Alpha Investments, LLC | 14,610 | $1.34M | 0.04% | 00.0% | Unchanged |
| Omers Administration Corp | 14,644 | $1.34M | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 14,710 | $1.34M | 0.02% | +14,710 | New |
| CenterBook Partners LP | 14,745 | $1.35M | 0.07% | +10,770+270.9% | Added |
| Hartford Funds Management Co LLC | 14,832 | $1.36M | 0.12% | −3,258−18.0% | Reduced |
| Dash Acquisitions Inc. | 14,592 | $1.36M | 0.27% | +902+6.6% | Added |
| Procyon Private Wealth Partners, LLC | 14,945 | $1.37M | 0.08% | +6,478+76.5% | Added |
| Ostrum Asset Management | 14,999 | $1.37M | 0.06% | +8,627+135.4% | Added |
| Tufton Capital Management | 15,111 | $1.38M | 0.25% | −150−1.0% | Reduced |
| Pictet & Cie (Europe) SA | 15,196 | $1.39M | 0.03% | −63,046−80.6% | Reduced |
| Fifth Third Bancorp | 15,260 | $1.40M | 0.00% | −1,109−6.8% | Reduced |
| Independent Advisor Alliance | 15,470 | $1.41M | 0.04% | +8,451+120.4% | Added |
| RSM US Wealth Management LLC | 15,481 | $1.42M | 0.02% | −2,898−15.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 15,537 | $1.42M | 0.00% | −207−1.3% | Reduced |
| Bessemer Group Inc | 15,538 | $1.42M | 0.00% | −744−4.6% | Reduced |
| Private Trust Co NA | 15,619 | $1.43M | 0.13% | +393+2.6% | Added |
| Diversify Wealth Management, LLC | 15,869 | $1.43M | 0.08% | +860+5.7% | Added |