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 |
|---|---|---|---|---|---|
| Claret Asset Management Corp | 2,375 | $217.0K | 0.03% | −33−1.4% | Reduced |
| Patton Fund Management, Inc. | 2,369 | $216.6K | 0.04% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 2,362 | $216.0K | 0.06% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 2,355 | $215.3K | 0.03% | +10.0% | Added |
| Dynamic Advisor Solutions LLC | 2,354 | $215.2K | 0.01% | −228−8.8% | Reduced |
| Sentry LLC | 2,341 | $214.1K | 0.05% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,341 | $214.0K | 0.01% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 2,341 | $214.0K | 0.03% | +2,341 | New |
| Sky Investment Group LLC | 2,318 | $211.9K | 0.04% | −116−4.8% | Reduced |
| Donaldson Capital Management, LLC | 2,309 | $211.1K | 0.01% | −79−3.3% | Reduced |
| Washington Trust Advisors, Inc. | 2,300 | $210.3K | 0.02% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,293 | $209.7K | 0.03% | +2,293 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,285 | $208.9K | 0.00% | −383−14.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,284 | $208.8K | 0.03% | −36−1.6% | Reduced |
| Brookstone Capital Management | 2,274 | $207.9K | 0.00% | −38,605−94.4% | Reduced |
| Global Retirement Partners, LLC | 2,274 | $207.9K | 0.00% | −1,378−37.7% | Reduced |
| Silicon Valley Capital Partners | 2,272 | $207.7K | 0.02% | 00.0% | Unchanged |
| Summit Financial, LLC | 2,269 | $207.4K | 0.00% | +2,269 | New |
| Enterprise Financial Services Corp | 2,254 | $206.1K | 0.11% | −657−22.6% | Reduced |
| Douglas Lane & Associates, LLC | 2,248 | $205.5K | 0.00% | −340−13.1% | Reduced |
| Old National Bancorp | 2,245 | $205.3K | 0.00% | +118+5.5% | Added |
| First National Trust Co | 2,214 | $202.4K | 0.01% | −9−0.4% | Reduced |
| Diversify Advisory Services, LLC | 2,243 | $202.2K | 0.01% | +2,243 | New |
| Optimum Investment Advisors | 2,198 | $201.0K | 0.08% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 2,198 | $201.0K | 0.01% | +2,198 | New |
| Empower Advisory Group, LLC | 2,193 | $200.5K | 0.00% | +2,193 | New |
| Childress Capital Advisors, LLC | 2,188 | $200.0K | 0.04% | −145−6.2% | Reduced |
| Penserra Capital Management LLC | 2,198 | $200.0K | 0.00% | +24+1.1% | Added |
| Smartleaf Asset Management LLC | 2,172 | $198.3K | 0.01% | +738+51.5% | Added |
| GHP Investment Advisors, Inc. | 2,167 | $198.1K | 0.01% | −333−13.3% | Reduced |
| Icon Wealth Advisors, LLC | 2,097 | $191.7K | 0.01% | +429+25.7% | Added |
| Wellington Shields & Co., LLC | 2,092 | $191.3K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,992 | $182.2K | 0.00% | −172−7.9% | Reduced |
| Wealthspire Advisors, LLC | 1,961 | $179.3K | 0.00% | −464−19.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,850 | $169.1K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,829 | $167.2K | 0.01% | −398−17.9% | Reduced |
| Centaurus Financial, Inc. | 1,827 | $167.0K | 0.01% | −440−19.4% | Reduced |
| Broadwater Capital Management LLC | 1,822 | $166.6K | 0.12% | −178,592−99.0% | Reduced |
| IFP Advisors, Inc | 1,780 | $162.7K | 0.00% | −466−20.7% | Reduced |
| Colonial Trust Advisors | 1,769 | $161.7K | 0.01% | −543−23.5% | Reduced |
| Asset Dedication, LLC | 1,765 | $161.3K | 0.01% | −419−19.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,729 | $158.1K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,705 | $155.9K | 0.00% | +274+19.1% | Added |
| Smithfield Trust Co | 1,660 | $150.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,633 | $149.3K | 0.05% | −10−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,628 | $148.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,617 | $147.8K | 0.00% | −480−22.9% | Reduced |
| Citizens National Bank Trust Department | 1,610 | $147.2K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,579 | $144.4K | 0.03% | −11−0.7% | Reduced |
| Sentry Investment Management LLC | 1,528 | $139.0K | 0.09% | −2,644−63.4% | Reduced |
| Hantz Financial Services, Inc. | 1,498 | $137.0K | 0.00% | +767+104.9% | Added |
| Manchester Capital Management LLC | 1,470 | $134.4K | 0.02% | −396−21.2% | Reduced |
| CSS LLC | 1,460 | $133.5K | 0.01% | +1,460 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,431 | $131.0K | 0.04% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,421 | $129.9K | 0.02% | +1,421 | New |
| Covestor Ltd | 1,384 | $127.0K | 0.07% | +302+27.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,366 | $124.9K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 1,355 | $123.9K | 0.08% | +1,355 | New |
| Crewe Advisors LLC | 1,351 | $123.5K | 0.01% | +1,351 | New |
| AllSquare Wealth Management LLC | 1,350 | $123.4K | 0.07% | 00.0% | Unchanged |
| Resources Management Corp | 1,340 | $123.0K | 0.02% | −40−2.9% | Reduced |
| North Star Investment Management Corp. | 1,331 | $121.7K | 0.01% | −501−27.3% | Reduced |
| Quent Capital, LLC | 1,321 | $120.8K | 0.01% | +1,321 | New |
| Parkside Financial Bank & Trust | 1,309 | $119.7K | 0.01% | −30−2.2% | Reduced |
| Webster Bank, N. A. | 1,308 | $119.6K | 0.01% | −10−0.8% | Reduced |
| Wealth Preservation Advisors, LLC | 1,291 | $118.0K | 0.07% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,281 | $117.7K | 0.04% | −19,637−93.9% | Reduced |
| Cromwell Holdings LLC | 1,285 | $117.5K | 0.06% | +3+0.2% | Added |
| Bangor Savings Bank | 1,272 | $116.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,266 | $115.8K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,261 | $115.3K | 0.02% | +703+126.0% | Added |
| Stephenson National Bank & Trust | 1,261 | $115.3K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,258 | $115.0K | 0.01% | −75−5.6% | Reduced |
| Exchange Traded Concepts, LLC | 1,234 | $112.8K | 0.00% | +361+41.4% | Added |
| Anchor Investment Management, LLC | 1,213 | $110.9K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,187 | $108.5K | 0.04% | −1,022−46.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,182 | $108.1K | 0.07% | +1,182 | New |
| Evelyn Partners Investment Management LLP | 1,126 | $103.0K | 0.00% | −46−3.9% | Reduced |
| Ulland Investment Advisors, LLC | 1,113 | $102.0K | 0.08% | +42+3.9% | Added |
| Leonteq Securities AG | 1,114 | $101.9K | 0.01% | +537+93.1% | Added |
| Parvin Asset Management, LLC | 1,112 | $101.7K | 0.09% | 00.0% | Unchanged |
| Onefund, LLC | 1,102 | $100.8K | 0.06% | +38+3.6% | Added |
| Ramirez Asset Management, Inc. | 1,100 | $100.6K | 0.01% | −1,921−63.6% | Reduced |
| Hanson & Doremus Investment Management | 1,097 | $100.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 1,072 | $98.0K | 0.04% | −600−35.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,041 | $95.2K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,025 | $93.7K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,011 | $92.4K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 988 | $91.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 982 | $89.8K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 958 | $87.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 923 | $84.4K | 0.00% | +923 | New |
| MV Capital Management, Inc. | 903 | $82.6K | 0.01% | −68−7.0% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 862 | $78.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 850 | $77.7K | 0.02% | +744+701.9% | Added |
| Toth Financial Advisory Corp | 835 | $76.3K | 0.01% | +385+85.6% | Added |
| Evermay Wealth Management LLC | 822 | $75.2K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 822 | $75.2K | 0.06% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $75.0K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 814 | $74.4K | 0.00% | 00.0% | Unchanged |