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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 811 | $74.2K | 0.03% | +9+1.1% | Added |
| Independence Bank of Kentucky | 811 | $74.2K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 750 | $74.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 805 | $73.6K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 776 | $71.0K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 750 | $68.6K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 741 | $68.4K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 747 | $68.3K | 0.06% | +350+88.2% | Added |
| Costello Asset Management, INC | 727 | $66.5K | 0.02% | −73−9.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 724 | $66.2K | 0.03% | −109−13.1% | Reduced |
| City State Bank | 724 | $66.2K | 0.02% | −33−4.4% | Reduced |
| Bellevue Asset Management, LLC | 716 | $65.5K | 0.03% | 00.0% | Unchanged |
| Oakmont Corp | 705 | $64.5K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 701 | $64.1K | 0.01% | −1−0.1% | Reduced |
| Spire Wealth Management | 698 | $63.9K | 0.00% | −721−50.8% | Reduced |
| CoreCap Advisors, LLC | 677 | $61.9K | 0.00% | −14−2.0% | Reduced |
| Indiana Trust & Investment Management CO | 676 | $61.8K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 676 | $61.8K | 0.02% | +411+155.1% | Added |
| Versant Capital Management, Inc | 667 | $61.0K | 0.01% | −3,358−83.4% | Reduced |
| SBI Securities Co., Ltd. | 664 | $60.7K | 0.00% | +1+0.2% | Added |
| Acima Private Wealth, LLC | 650 | $59.4K | 0.02% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 640 | $58.5K | 0.02% | −42−6.2% | Reduced |
| Center for Financial Planning, Inc. | 635 | $58.1K | 0.01% | −75−10.6% | Reduced |
| CoreFirst Bank & Trust | 623 | $57.0K | 0.03% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 620 | $56.7K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 599 | $54.8K | 0.01% | 00.0% | Unchanged |
| PEAK6 LLC | 594 | $54.3K | 0.00% | −430−42.0% | Reduced |
| Key Financial Inc | 578 | $53.4K | 0.01% | −5−0.9% | Reduced |
| Hopwood Financial Services, Inc. | 562 | $51.4K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 542 | $50.1K | 0.02% | +14+2.7% | Added |
| Hilltop National Bank | 518 | $47.4K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 509 | $46.5K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 506 | $46.2K | 0.02% | +2+0.4% | Added |
| Cypress Capital Management LLC (WY) | 500 | $45.7K | 0.04% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 498 | $45.5K | 0.01% | −7−1.4% | Reduced |
| NBC Securities, Inc. | 497 | $45.4K | 0.00% | +299+151.0% | Added |
| Creative Financial Designs Inc | 476 | $43.6K | 0.00% | −5−1.0% | Reduced |
| Gables Capital Management Inc. | 475 | $43.4K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 470 | $43.0K | 0.00% | −63−11.8% | Reduced |
| WPG Advisers, LLC | 459 | $42.0K | 0.03% | −56−10.9% | Reduced |
| JNBA Financial Advisors | 454 | $41.5K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 450 | $41.1K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 448 | $41.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 436 | $39.9K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 424 | $38.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 418 | $38.2K | 0.00% | +49+13.3% | Added |
| Financial Network Wealth Advisors LLC | 414 | $37.9K | 0.04% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 408 | $37.3K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 400 | $36.6K | 0.03% | −50−11.1% | Reduced |
| Wellington Shields Capital Management, LLC | 400 | $36.6K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $36.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 399 | $36.5K | 0.00% | −3−0.7% | Reduced |
| TFC Financial Management | 397 | $36.3K | 0.00% | −2−0.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 396 | $36.2K | 0.06% | −47−10.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 396 | $36.2K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 391 | $35.0K | 0.00% | −41−9.5% | Reduced |
| Motco | 378 | $34.6K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 375 | $34.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 369 | $33.7K | 0.01% | +1+0.3% | Added |
| Flagship Wealth Advisors, LLC | 368 | $33.6K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 353 | $32.3K | 0.03% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 346 | $31.6K | 0.01% | −3−0.9% | Reduced |
| Oakworth Capital, Inc. | 343 | $31.4K | 0.00% | +113+49.1% | Added |
| Abound Wealth Management | 342 | $31.2K | 0.01% | −248−42.0% | Reduced |
| Westside Investment Management, Inc. | 336 | $31.0K | 0.00% | +168+100.0% | Added |
| UMA Financial Services, Inc. | 339 | $31.0K | 0.00% | +124+57.7% | Added |
| Itau Unibanco Holding S.A. | 338 | $30.9K | 0.00% | −17−4.8% | Reduced |
| Ransom Advisory, Ltd | 336 | $30.7K | 0.01% | −100−22.9% | Reduced |
| Loomis Sayles & Co L P | 336 | $30.7K | 0.00% | +6+1.8% | Added |
| SJS Investment Consulting Inc. | 332 | $30.4K | 0.00% | +67+25.3% | Added |
| Prestige Wealth Management Group LLC | 322 | $29.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 319 | $29.2K | 0.01% | +19+6.3% | Added |
| Ameritas Advisory Services, LLC | 318 | $29.1K | 0.00% | −439−58.0% | Reduced |
| Valley National Advisers Inc | 323 | $29.0K | 0.00% | −598−64.9% | Reduced |
| Intelligent Financial Strategies | 316 | $28.9K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 313 | $28.6K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 313 | $28.6K | 0.01% | +13+4.3% | Added |
| Newbridge Financial Services Group, Inc. | 310 | $28.3K | 0.00% | −1−0.3% | Reduced |
| Old Second National Bank of Aurora | 300 | $27.4K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 300 | $27.4K | 0.01% | +21+7.5% | Added |
| Nemes Rush Group LLC | 297 | $27.2K | 0.00% | −17−5.4% | Reduced |
| Missouri Trust & Investment Co | 295 | $27.0K | 0.01% | 00.0% | Unchanged |
| Stance Capital LLC | 295 | $26.9K | 0.01% | +295 | New |
| Golden State Wealth Management, LLC | 289 | $26.4K | 0.00% | −155−34.9% | Reduced |
| Root Financial Partners, LLC | 285 | $26.1K | 0.00% | +285 | New |
| North Capital, Inc. | 277 | $25.3K | 0.02% | −1−0.4% | Reduced |
| First United Bank Trust | 275 | $25.1K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 263 | $24.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 263 | $24.0K | 0.01% | −1,647−86.2% | Reduced |
| GW&K Investment Management, LLC | 261 | $24.0K | 0.00% | +1+0.4% | Added |
| Wall Street Access Asset Management, LLC | 253 | $23.1K | 0.01% | +253 | New |
| Measured Wealth Private Client Group, LLC | 251 | $22.9K | 0.01% | +251 | New |
| Concord Wealth Partners | 250 | $22.9K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 250 | $22.9K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 245 | $22.4K | 0.06% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 238 | $21.8K | 0.00% | −75−24.0% | Reduced |
| Central Pacific Bank - Trust Division | 235 | $21.5K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 235 | $21.5K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 232 | $21.2K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $21.0K | 0.01% | 00.0% | Unchanged |