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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.

Institutional holdersQ3 2025: 1,253 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ3 2025: $31.1B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q2 2025.

Institutions holding OTIS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Laurel Wealth Advisors LLC0$00.00%−2,668−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−2,558−100.0%Sold out
MBB Public Markets I LLC0$00.00%−2,525−100.0%Sold out
Bragg Financial Advisors, Inc0$00.00%−2,511−100.0%Sold out
Versor Investments LP0$00.00%−2,473−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−2,418−100.0%Sold out
Proficio Capital Partners LLC0$00.00%−2,392−100.0%Sold out
Intrua Financial, LLC0$00.00%−2,383−100.0%Sold out
Meiji Yasuda Asset Management Co Ltd.0$00.00%−2,353−100.0%Sold out
Interchange Capital Partners, LLC0$00.00%−2,343−100.0%Sold out
Clarius Group, LLC0$00.00%−2,320−100.0%Sold out
Atomi Financial Group, Inc.0$00.00%−2,288−100.0%Sold out
Stock Yards Bank & Trust Co0$00.00%−2,268−100.0%Sold out
Longboard Asset Management, LP0$00.00%−2,261−100.0%Sold out
GKV Capital Management Co., Inc.0$00.00%−2,250−100.0%Sold out
Angeles Wealth Management, LLC0$00.00%−2,214−100.0%Sold out
Northeast Investment Management0$00.00%−2,193−100.0%Sold out
Full Sail Capital, LLC0$00.00%−2,185−100.0%Sold out
MJP Associates Inc0$00.00%−2,183−100.0%Sold out
MEMBERS Trust Co0$00.00%−2,179−100.0%Sold out
Personal Cfo Solutions, LLC0$00.00%−2,160−100.0%Sold out
Montis Financial, LLC0$00.00%−2,156−100.0%Sold out
Pavion Blue Capital, LLC0$00.00%−2,151−100.0%Sold out
Pure Financial Advisors, Inc.0$00.00%−2,132−100.0%Sold out
Mairs & Power Inc0$00.00%−2,128−100.0%Sold out
Ascent Group, LLC0$00.00%−2,127−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−2,121−100.0%Sold out
Berkshire Money Management, Inc.0$00.00%−2,100−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−2,378−100.0%Sold out
Arrow Financial Corp0$00.00%−2,075−100.0%Sold out
Tyche Wealth Partners LLC0$00.00%−2,055−100.0%Sold out
GM Advisory Group, Inc.0$00.00%−2,038−100.0%Sold out
PDS Planning, Inc0$00.00%−2,027−100.0%Sold out
Court Place Advisors, LLC0$00.00%−2,022−100.0%Sold out
Institute for Wealth Management, LLC.0$00.00%−2,020−100.0%Sold out
Lazard Asset Management LLC0$00.00%−1,886−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−1,034−100.0%Sold out
GeoWealth Management, LLC0$00.00%−1,033−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−926−100.0%Sold out
Intact Investment Management Inc.0$00.00%−800−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−734−100.0%Sold out
Quarry LP0$00.00%−588−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−517−100.0%Sold out
CarsonAllaria Wealth Management, Ltd.0$00.00%−395−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−322−100.0%Sold out
Transce3nd, LLC0$00.00%−266−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−241−100.0%Sold out
Riverview Trust Co0$00.00%−230−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−226−100.0%Sold out
Olistico Wealth, LLC0$00.00%−200−100.0%Sold out
NewSquare Capital LLC0$00.00%−128−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−137−100.0%Sold out
Kestra Investment Management, LLC0$00.00%−107−100.0%Sold out
Traub Capital Management LLC0$00.00%−111−100.0%Sold out
Centennial Bank0$00.00%−110−100.0%Sold out
Barnes Dennig Private Wealth Management LLC0$00.00%−107−100.0%Sold out
Family CFO Inc0$00.00%−93−100.0%Sold out
Sierra Ocean, LLC0$00.00%−74−100.0%Sold out
Raelipskie Partnership0$00.00%−62−100.0%Sold out
Park Square Financial Group, LLC0$00.00%−61−100.0%Sold out
Tower View Investment Management & Research LLC0$00.00%−58−100.0%Sold out
Compass Planning Associates Inc0$00.00%−52−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−30−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−21−100.0%Sold out
Eq Wealth Advisors, LLC0$00.00%−20−100.0%Sold out
Clark Wealth Partners0$00.00%−20−100.0%Sold out
Stephens Consulting, LLC0$00.00%−13−100.0%Sold out
Wood Tarver Financial Group, LLC0$00.00%−20−100.0%Sold out
Total Investment Management Inc0$00.00%−10−100.0%Sold out
CBIZ Investment Advisory Services, LLC0$00.00%−9−100.0%Sold out
New Millennium Group LLC0$00.00%−9−100.0%Sold out
Smallwood Wealth Investment Management, LLC0$00.00%−5−100.0%Sold out
Livelsberger Financial Advisory0$00.00%−4−100.0%Sold out
Norges Bank––––Not filed
CIBC World Markets Corp––––Not filed
Avantax Advisory Services, Inc.––––Not filed
EP Wealth Advisors, LLC––––Not filed
Congress Wealth Management LLC––––Not filed
Graypoint LLC––––Not filed
Forte Capital LLC––––Not filed
Horan Securities, Inc.––––Not filed
First Horizon Advisors, Inc.––––Not filed
Schnieders Capital Management LLC––––Not filed
Atlas Capital Advisors LLC––––Not filed
Union Savings Bank––––Not filed
Centricity Wealth Management, LLC––––Not filed
PrairieView Partners, LLC––––Not filed
Financial Gravity Companies, Inc.––––Not filed
Iron Horse Wealth Management, LLC––––Not filed
Parkworth Wealth Management, Inc.––––Not filed