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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 15,677 | $1.43M | 0.05% | +15,677 | New |
| NBT Bank N A | 15,733 | $1.44M | 0.09% | −3,282−17.3% | Reduced |
| Tealwood Asset Management Inc | 15,808 | $1.45M | 0.58% | −36−0.2% | Reduced |
| Hudson Bay Capital Management LP | 15,920 | $1.46M | 0.01% | −20,169−55.9% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.46M | 1.62% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 16,212 | $1.48M | 0.30% | −9,374−36.6% | Reduced |
| Dodge & Cox | 16,610 | $1.52M | 0.00% | −2,710−14.0% | Reduced |
| Atria Investments LLC | 16,660 | $1.52M | 0.02% | +4,718+39.5% | Added |
| Intech Investment Management LLC | 16,726 | $1.53M | 0.01% | +6,175+58.5% | Added |
| Everence Capital Management Inc | 16,780 | $1.53M | 0.09% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 16,974 | $1.55M | 0.30% | +3,684+27.7% | Added |
| Mirabella Financial Services LLP | 17,100 | $1.56M | 0.14% | +17,100 | New |
| Allspring Global Investments Holdings, LLC | 16,961 | $1.57M | 0.00% | −1,434−7.8% | Reduced |
| E. Ohman J:or Asset Management AB | 17,300 | $1.58M | 0.04% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 17,381 | $1.59M | 0.31% | −5,079−22.6% | Reduced |
| Union Bancaire Privee, UBP SA | 10,248 | $1.59M | 0.03% | +10,248 | New |
| HB Wealth Management, LLC | 17,506 | $1.60M | 0.01% | +2,553+17.1% | Added |
| Huntington National Bank | 17,702 | $1.62M | 0.01% | −1,368−7.2% | Reduced |
| New Mexico Educational Retirement Board | 17,808 | $1.63M | 0.05% | −900−4.8% | Reduced |
| Tower Research Capital LLC (TRC) | 17,876 | $1.63M | 0.05% | −3,639−16.9% | Reduced |
| Inceptionr LLC | 18,060 | $1.65M | 0.40% | +18,060 | New |
| AG2R la Mondiale Gestion D'Actifs | 16,690 | $1.65M | 0.08% | 00.0% | Unchanged |
| Weiss Asset Management LP | 18,084 | $1.65M | 0.02% | −189,471−91.3% | Reduced |
| Private Advisor Group, LLC | 18,525 | $1.69M | 0.01% | −1,970−9.6% | Reduced |
| Investment Management Corp of Ontario | 18,532 | $1.69M | 0.03% | +8,824+90.9% | Added |
| Sage Capital Management, LLC | 18,534 | $1.69M | 0.76% | −511−2.7% | Reduced |
| AMG National Trust Bank | 18,581 | $1.70M | 0.04% | −5,006−21.2% | Reduced |
| Plato Investment Management Ltd | 19,033 | $1.73M | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 18,929 | $1.73M | 0.04% | +1,444+8.3% | Added |
| Securian Asset Management, Inc | 18,953 | $1.73M | 0.05% | −1,601−7.8% | Reduced |
| Pinnacle Associates Ltd | 19,115 | $1.75M | 0.02% | +49+0.3% | Added |
| Chicago Capital, LLC | 19,201 | $1.76M | 0.04% | +2,420+14.4% | Added |
| Maryland State Retirement & Pension System | 19,207 | $1.76M | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 19,208 | $1.76M | 0.11% | +167+0.9% | Added |
| Nippon Life Global Investors Americas, Inc. | 19,210 | $1.76M | 0.07% | +3,230+20.2% | Added |
| Ashton Thomas Securities, LLC | 19,246 | $1.76M | 0.25% | +19,246 | New |
| Envestnet Portfolio Solutions, Inc. | 19,279 | $1.76M | 0.01% | +2,542+15.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 19,148 | $1.78M | 0.02% | −81−0.4% | Reduced |
| Bailard, Inc. | 19,536 | $1.79M | 0.04% | −137−0.7% | Reduced |
| Kestra Advisory Services, LLC | 19,556 | $1.79M | 0.01% | +665+3.5% | Added |
| Savant Capital, LLC | 19,647 | $1.80M | 0.01% | −2,645−11.9% | Reduced |
| Gulf International Bank (UK) Ltd | 19,792 | $1.81M | 0.06% | −470−2.3% | Reduced |
| Polymer Capital Management (US) LLC | 19,945 | $1.82M | 0.24% | +19,945 | New |
| BDF-Gestion | 19,996 | $1.83M | 0.22% | −4,159−17.2% | Reduced |
| J.W. Cole Advisors, Inc. | 20,586 | $1.88M | 0.04% | +1,898+10.2% | Added |
| Louisiana State Employees Retirement System | 20,600 | $1.88M | 0.03% | −200−1.0% | Reduced |
| Arete Wealth Advisors, LLC | 20,614 | $1.89M | 0.12% | +86+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 20,717 | $1.89M | 0.01% | −701−3.3% | Reduced |
| Brevan Howard Capital Management LP | 20,797 | $1.90M | 0.03% | +7,799+60.0% | Added |
| QRG Capital Management, Inc. | 21,396 | $1.96M | 0.02% | −13,618−38.9% | Reduced |
| Zurich Insurance Group Ltd | 21,400 | $1.96M | 0.01% | +21,400 | New |
| YHB Investment Advisors, Inc. | 21,618 | $1.98M | 0.14% | −1,178−5.2% | Reduced |
| ASR Vermogensbeheer N.V. | 21,839 | $2.00M | 0.02% | +229+1.1% | Added |
| Venture Visionary Partners LLC | 21,956 | $2.01M | 0.07% | −20.0% | Reduced |
| Point72 Asset Management, L.P. | 22,463 | $2.05M | 0.00% | +22,463 | New |
| Glenmede Investment Management, LP | 22,508 | $2.06M | 0.01% | −4,078−15.3% | Reduced |
| Crossmark Global Holdings, Inc. | 22,576 | $2.06M | 0.03% | −802−3.4% | Reduced |
| Blair William & Co | 22,692 | $2.07M | 0.01% | −2,078−8.4% | Reduced |
| Norinchukin Bank, The | 22,719 | $2.08M | 0.03% | +101+0.4% | Added |
| Jones Financial Companies LLLP | 23,121 | $2.09M | 0.00% | +3,459+17.6% | Added |
| Atom Investors LP | 22,908 | $2.09M | 0.16% | +12,464+119.3% | Added |
| Hartford Investment Management Co | 22,988 | $2.10M | 0.06% | −883−3.7% | Reduced |
| Beacon Pointe Advisors, LLC | 23,063 | $2.11M | 0.02% | +1,769+8.3% | Added |
| Heritage Investors Management Corp | 23,260 | $2.13M | 0.06% | 00.0% | Unchanged |
| JB Capital LLC | 23,286 | $2.13M | 0.09% | +336+1.5% | Added |
| Canandaigua National Bank & Trust Co | 23,320 | $2.13M | 0.19% | −398−1.7% | Reduced |
| DMKC Advisory Services, LLC | 23,479 | $2.15M | 1.09% | +1,158+5.2% | Added |
| Cohen Klingenstein LLC | 23,500 | $2.15M | 0.07% | 00.0% | Unchanged |
| Headlands Technologies LLC | 23,642 | $2.16M | 0.17% | +15,036+174.7% | Added |
| Sanctuary Advisors, LLC | 24,096 | $2.20M | 0.01% | +6,787+39.2% | Added |
| Horizon Investments, LLC | 24,602 | $2.25M | 0.03% | +16,616+208.1% | Added |
| M. Kraus & Co | 24,608 | $2.25M | 0.63% | −1,420−5.5% | Reduced |
| Close Asset Management Ltd | 24,614 | $2.25M | 0.05% | −307−1.2% | Reduced |
| Kentucky Retirement Systems | 24,811 | $2.27M | 0.06% | −763−3.0% | Reduced |
| Sterling Capital Management LLC | 24,875 | $2.27M | 0.03% | −2,401−8.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 24,894 | $2.28M | 0.02% | +7,185+40.6% | Added |
| Evercore Wealth Management, LLC | 25,441 | $2.33M | 0.03% | −1,672−6.2% | Reduced |
| Boston Partners | 25,547 | $2.34M | 0.00% | +25,547 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 26,331 | $2.41M | 0.03% | 00.0% | Unchanged |
| Entropy Technologies, LP | 26,830 | $2.45M | 0.18% | +21,076+366.3% | Added |
| Mizuho Securities USA LLC | 28,585 | $2.47M | 0.05% | +1,303+4.8% | Added |
| Lecap Asset Management Ltd | 27,107 | $2.48M | 0.86% | −1,520−5.3% | Reduced |
| Winton Group Ltd | 27,700 | $2.53M | 0.09% | +27,700 | New |
| Silvercrest Asset Management Group LLC | 27,888 | $2.55M | 0.02% | +1,249+4.7% | Added |
| Delta Global Management LP | 28,039 | $2.56M | 0.19% | +2,207+8.5% | Added |
| SRS Capital Advisors, Inc. | 28,054 | $2.56M | 0.04% | +26,458+1,657.8% | Added |
| Letson Investment Management, Inc. | 28,433 | $2.60M | 0.93% | +1,269+4.7% | Added |
| Merit Financial Group, LLC | 28,501 | $2.61M | 0.02% | +5,246+22.6% | Added |
| Summit Trail Advisors, LLC | 29,027 | $2.65M | 0.04% | +18,180+167.6% | Added |
| Aigen Investment Management, LP | 29,076 | $2.66M | 0.41% | −17,074−37.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 29,133 | $2.66M | 0.01% | −507−1.7% | Reduced |
| LRI Investments, LLC | 29,230 | $2.67M | 0.22% | +101+0.3% | Added |
| Empowered Funds, LLC | 29,438 | $2.69M | 0.03% | +19,542+197.5% | Added |
| Rakuten Investment Management, Inc. | 336 | $2.72M | 0.01% | +336 | New |
| Canada Post Corp Registered Pension Plan | 30,101 | $2.75M | 0.12% | 00.0% | Unchanged |
| Fiduciary Trust Co | 31,138 | $2.85M | 0.03% | −1,919−5.8% | Reduced |
| Shelter Mutual Insurance Co | 31,200 | $2.85M | 0.64% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 31,246 | $2.86M | 0.02% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 31,466 | $2.88M | 0.27% | +934+3.1% | Added |
| Allworth Financial LP | 31,506 | $2.88M | 0.01% | −2,299−6.8% | Reduced |