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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 227 | $20.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 223 | $20.3K | 0.00% | +108+93.9% | Added |
| Curat Global, LLC | 217 | $19.8K | 0.02% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 216 | $19.7K | 0.01% | +216 | New |
| Birchbrook, Inc. | 212 | $19.4K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 206 | $18.8K | 0.00% | +206 | New |
| Optiver Holding B.V. | 202 | $18.5K | 0.00% | +202 | New |
| TD Capital Management LLC | 201 | $18.4K | 0.00% | −34−14.5% | Reduced |
| Barrett & Company, Inc. | 200 | $18.3K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 198 | $18.1K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 195 | $17.8K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 190 | $17.4K | 0.00% | +156+458.8% | Added |
| Highline Wealth Partners LLC | 182 | $16.6K | 0.00% | +173+1,922.2% | Added |
| Accordant Advisory Group Inc | 181 | $16.5K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 180 | $16.5K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 173 | $15.8K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 169 | $15.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 167 | $15.3K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 167 | $15.3K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 162 | $14.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 161 | $14.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 154 | $14.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 150 | $13.7K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 141 | $12.9K | 0.01% | −162−53.5% | Reduced |
| ORG Partners LLC | 141 | $12.9K | 0.00% | −57−28.8% | Reduced |
| Sound Income Strategies, LLC | 143 | $12.8K | 0.00% | −23−13.9% | Reduced |
| Tortoise Investment Management, LLC | 140 | $12.8K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 139 | $12.8K | 0.01% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 138 | $12.7K | 0.01% | +138 | New |
| Armstrong Advisory Group, Inc | 138 | $12.6K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 123 | $11.2K | 0.00% | +123 | New |
| TruNorth Capital Management, LLC | 122 | $11.2K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 118 | $10.8K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 110 | $10.1K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 110 | $10.1K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 103 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 107 | $9.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 106 | $9.69K | 0.00% | −32−23.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 103 | $9.40K | 0.00% | +103 | New |
| Logan Capital Management Inc | 101 | $9.23K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $9.14K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 100 | $9.14K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $9.14K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $9.14K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $9.14K | 0.00% | +100 | New |
| First PREMIER Bank | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 97 | $8.87K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 94 | $8.64K | 0.00% | +94 | New |
| Coastline Trust Co | 90 | $8.23K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 89 | $8.14K | 0.00% | +89 | New |
| Global X Japan Co., Ltd. | 87 | $7.95K | 0.00% | +87 | New |
| Kayne Anderson Rudnick Investment Management LLC | 86 | $7.86K | 0.00% | −10−10.4% | Reduced |
| Park Place Capital Corp | 86 | $7.86K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 85 | $7.77K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 81 | $7.41K | 0.00% | +3+3.8% | Added |
| Johnson Financial Group, Inc. | 81 | $7.41K | 0.00% | +81 | New |
| BOK Financial Private Wealth, Inc. | 80 | $7.32K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 80 | $7.31K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 75 | $6.86K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 72 | $6.58K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 72 | $6.55K | 0.00% | +1+1.4% | Added |
| LGT Financial Advisors LLC | 70 | $6.43K | 0.01% | +4+6.1% | Added |
| Bare Financial Services, Inc | 67 | $6.13K | 0.00% | −2−2.9% | Reduced |
| Avion Wealth | 68 | $6.00K | 0.00% | −5−6.8% | Reduced |
| MCF Advisors LLC | 65 | $5.94K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 63 | $5.72K | 0.00% | +1+1.6% | Added |
| Main Street Group, LTD | 62 | $5.67K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 62 | $5.67K | 0.00% | +62 | New |
| Murphy & Mullick Capital Management Corp | 61 | $5.58K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 60 | $5.49K | 0.00% | −21−25.9% | Reduced |
| Cape Investment Advisory, Inc. | 60 | $5.49K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 59 | $5.39K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 59 | $5.39K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 60 | $5.37K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 58 | $5.30K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 58 | $5.30K | 0.00% | +2+3.6% | Added |
| Glass Jacobson Investment Advisors llc | 56 | $5.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 55 | $5.03K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 55 | $5.03K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 55 | $5.03K | 0.00% | +55 | New |
| S&T Bank | 51 | $4.66K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 50 | $4.57K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 50 | $4.57K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 49 | $4.48K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 48 | $4.43K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 48 | $4.39K | 0.00% | +48 | New |
| Hoey Investments, Inc | 46 | $4.21K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 45 | $4.11K | 0.00% | −18−28.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 43 | $3.93K | 0.01% | −823−95.0% | Reduced |
| Inlight Wealth Management, LLC | 40 | $3.66K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 40 | $3.66K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 39 | $3.57K | 0.00% | +14+56.0% | Added |
| Fortis Group Advisors, LLC | 38 | $3.47K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 37 | $3.38K | 0.00% | +37 | New |
| Halbert Hargrove Global Advisors, LLC | 37 | $3.38K | 0.00% | +37 | New |
| Dunhill Financial, LLC | 35 | $3.23K | 0.00% | −5−12.5% | Reduced |
| Cornerstone Planning Group LLC | 186 | $3.21K | 0.00% | +96+106.7% | Added |
| First Pacific Financial | 35 | $3.20K | 0.00% | +35 | New |
| Guerra Advisors Inc | 34 | $3.11K | 0.00% | +34 | New |
| FSA Wealth Management LLC | 33 | $3.02K | 0.00% | −24−42.1% | Reduced |