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 |
|---|---|---|---|---|---|
| Activest Wealth Management | 33 | $3.02K | 0.00% | −11−25.0% | Reduced |
| Westend Capital Management, LLC | 33 | $3.02K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 35 | $3.00K | 0.00% | +3+9.4% | Added |
| Harbor Asset Planning, Inc. | 32 | $2.94K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 29 | $2.65K | 0.00% | −50−63.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 30 | $2.59K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 28 | $2.57K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $2.56K | 0.00% | −69−71.1% | Reduced |
| Redwood Park Advisors LLC | 28 | $2.56K | 0.00% | +2+7.7% | Added |
| Pinney & Scofield, Inc. | 27 | $2.50K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $2.47K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 27 | $2.47K | 0.00% | −15−35.7% | Reduced |
| PFS Partners, LLC | 27 | $2.45K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 26 | $2.38K | 0.00% | +26 | New |
| Pacific Center for Financial Services | 25 | $2.29K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 25 | $2.29K | 0.03% | +25 | New |
| Creative Capital Management Investments LLC | 24 | $2.19K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 23 | $2.10K | 0.00% | −145−86.3% | Reduced |
| Dogwood Wealth Management LLC | 23 | $2.10K | 0.00% | +7+43.8% | Added |
| Battery Global Advisors, LLC | 22 | $2.01K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 31 | $2.00K | 0.00% | +31 | New |
| Truvestments Capital LLC | 21 | $1.92K | 0.00% | −350−94.3% | Reduced |
| Signature Resources Capital Management, LLC | 21 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $1.92K | 0.00% | +3+16.7% | Added |
| Bogart Wealth, LLC | 21 | $1.92K | 0.00% | +7+50.0% | Added |
| Security National Bank | 21 | $1.92K | 0.00% | +21 | New |
| Asset Planning,Inc | 20 | $1.83K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 19 | $1.74K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 17 | $1.55K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $1.55K | 0.00% | −2−10.5% | Reduced |
| Kilter Group LLC | 15 | $1.37K | 0.00% | −11−42.3% | Reduced |
| Trifecta Capital Advisors, LLC | 15 | $1.37K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 12 | $1.10K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 12 | $1.10K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 11 | $1.01K | 0.00% | +11 | New |
| NVWM, LLC | 10 | $914 | 0.00% | −94−90.4% | Reduced |
| AdvisorNet Financial, Inc | 8 | $731 | 0.00% | −77−90.6% | Reduced |
| HFM Investment Advisors, LLC | 8 | $731 | 0.00% | −1−11.1% | Reduced |
| Fairman Group, LLC | 8 | $731 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 8 | $731 | 0.00% | +8 | New |
| Old Point Trust & Financial Services N A | 6 | $549 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 5 | $502 | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 5 | $458 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $451 | 0.00% | −20−80.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 5 | $423 | 0.00% | −10−66.7% | Reduced |
| Davis Capital Management | 4 | $366 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $366 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 3 | $278 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $183 | 0.00% | +1+100.0% | Added |
| Winnow Wealth LLC | 1 | $92 | 0.00% | −180−99.4% | Reduced |
| Westfuller Advisors, LLC | 1 | $57 | 0.00% | +1 | New |
| Strategic Wealth Partners, Ltd. | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −602,115−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −385,608−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −188,353−100.0% | Sold out |
| Comgest Global Investors S.A.S. | 0 | $0 | 0.00% | −166,709−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −70,871−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −64,991−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −59,324−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −59,186−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −53,703−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −52,423−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −33,644−100.0% | Sold out |
| Threadgill Financial, LLC | 0 | $0 | 0.00% | −33,472−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −29,022−100.0% | Sold out |
| Eleva Capital SAS | 0 | $0 | 0.00% | −27,031−100.0% | Sold out |
| J.P. Marvel Investment Advisors, LLC | 0 | $0 | 0.00% | −25,279−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −24,196−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −20,642−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −13,969−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −8,718−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −8,422−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −7,714−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −7,544−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,675−100.0% | Sold out |
| Clarendon Private LLC | 0 | $0 | 0.00% | −6,143−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,905−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −5,241−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −5,144−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −5,113−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,979−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −4,846−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,544−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −4,392−100.0% | Sold out |
| United Advisor Group, LLC | 0 | $0 | 0.00% | −4,191−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −4,185−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −4,047−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| J. L. Bainbridge & Co., Inc. | 0 | $0 | 0.00% | −3,110−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −3,063−100.0% | Sold out |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −3,059−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −2,856−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −2,789−100.0% | Sold out |
| Sentinel Trust Co Lba | 0 | $0 | 0.00% | −2,752−100.0% | Sold out |
| Spinnaker Trust | 0 | $0 | 0.00% | −2,690−100.0% | Sold out |