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 |
|---|---|---|---|---|---|
| William Allan, LLC | 49,150 | $4.49M | 2.52% | −293−0.6% | Reduced |
| EFG Asset Management (Americas) Corp. | 49,029 | $4.48M | 0.77% | +192+0.4% | Added |
| NEOS Investment Management LLC | 48,351 | $4.42M | 0.03% | +14,808+44.1% | Added |
| Lighthouse Investment Partners, LLC | 48,244 | $4.41M | 0.16% | +48,244 | New |
| O'Shaughnessy Asset Management, LLC | 47,581 | $4.35M | 0.03% | −4,483−8.6% | Reduced |
| Sciencast Management LP | 47,391 | $4.33M | 0.81% | +7,864+19.9% | Added |
| Louisbourg Investments Inc. | 59,131 | $4.32M | 0.94% | +37,590+174.5% | Added |
| Ethic Inc. | 47,049 | $4.30M | 0.07% | −4,808−9.3% | Reduced |
| Lifeworks Advisors, LLC | 47,033 | $4.30M | 0.58% | −1,416−2.9% | Reduced |
| Pathstone Holdings, LLC | 46,796 | $4.28M | 0.02% | −1,885−3.9% | Reduced |
| Kanawha Capital Management LLC | 46,288 | $4.23M | 0.29% | −1,492−3.1% | Reduced |
| Atlantic Union Bankshares Corp | 46,140 | $4.22M | 0.08% | −11,948−20.6% | Reduced |
| Artemis Investment Management LLP | 45,805 | $4.19M | 0.05% | −25,886−36.1% | Reduced |
| Truist Financial Corp | 44,915 | $4.11M | 0.01% | −335−0.7% | Reduced |
| OP Asset Management Ltd | 44,823 | $4.10M | 0.05% | +1,158+2.7% | Added |
| Oregon Public Employees Retirement Fund | 44,823 | $4.10M | 0.05% | +10,726+31.5% | Added |
| Davis-Rea Ltd. | 44,253 | $4.05M | 0.98% | +1,278+3.0% | Added |
| Clifford Swan Investment Counsel LLC | 43,252 | $3.95M | 0.13% | −603−1.4% | Reduced |
| Spirepoint Private Client, LLC | 43,142 | $3.94M | 0.41% | +4,211+10.8% | Added |
| Northwestern Mutual Wealth Management Co | 42,739 | $3.91M | 0.00% | +5,333+14.3% | Added |
| Mutual of America Capital Management LLC | 42,555 | $3.89M | 0.04% | −2,717−6.0% | Reduced |
| Agf Management Ltd | 42,138 | $3.85M | 0.02% | +4,336+11.5% | Added |
| Brinker Capital Investments, LLC | 41,322 | $3.78M | 0.03% | −3,958−8.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 40,938 | $3.74M | 0.01% | −3,110−7.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 40,891 | $3.74M | 0.87% | −8,395−17.0% | Reduced |
| Farmers & Merchants Investments Inc | 40,789 | $3.73M | 0.11% | −3,556−8.0% | Reduced |
| Avanza Fonder AB | 40,709 | $3.72M | 0.10% | +5,981+17.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 40,047 | $3.66M | 0.03% | +503+1.3% | Added |
| Pacer Advisors, Inc. | 39,662 | $3.63M | 0.01% | −5,350−11.9% | Reduced |
| First Manhattan Co | 39,341 | $3.60M | 0.01% | −555−1.4% | Reduced |
| JustInvest LLC | 38,841 | $3.56M | 0.04% | −6,687−14.7% | Reduced |
| Albar Capital Partners LLP | 38,784 | $3.55M | 0.81% | +38,784 | New |
| Evoke Wealth, LLC | 38,170 | $3.49M | 0.07% | −1,941−4.8% | Reduced |
| Wesleyan Assurance Society | 38,100 | $3.48M | 0.21% | 00.0% | Unchanged |
| Voleon Capital Management LP | 37,516 | $3.43M | 0.08% | −11,064−22.8% | Reduced |
| CIBC World Markets Inc. | 36,330 | $3.32M | 0.01% | +3,571+10.9% | Added |
| Wealthfront Advisers LLC | 36,179 | $3.31M | 0.01% | +46+0.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 36,000 | $3.29M | 0.35% | +36,000 | New |
| Alps Advisors Inc | 35,908 | $3.28M | 0.02% | −5,385−13.0% | Reduced |
| Banco Santander, S.A. | 35,775 | $3.27M | 0.03% | −908−2.5% | Reduced |
| Rafferty Asset Management, LLC | 35,305 | $3.23M | 0.01% | −325−0.9% | Reduced |
| Sheets Smith Wealth Management | 34,775 | $3.18M | 0.36% | −21,387−38.1% | Reduced |
| Wesbanco Bank Inc | 34,650 | $3.17M | 0.09% | +517+1.5% | Added |
| Regions Financial Corp | 34,598 | $3.16M | 0.02% | −372−1.1% | Reduced |
| Quest Partners LLC | 33,994 | $3.11M | 0.20% | +5,551+19.5% | Added |
| Liberty Capital Management, Inc. | 33,813 | $3.09M | 0.58% | +2,670+8.6% | Added |
| Public Sector Pension Investment Board | 33,735 | $3.08M | 0.01% | +3,856+12.9% | Added |
| SummitTX Capital, L.P. | 32,860 | $3.00M | 0.12% | +32,860 | New |
| Circle Wealth Management, LLC | 32,851 | $3.00M | 0.06% | +341+1.0% | Added |
| Brown Shipley& Co Ltd | 31,845 | $2.91M | 1.54% | −11,698−26.9% | Reduced |
| Baird Financial Group, Inc. | 31,805 | $2.91M | 0.00% | −440−1.4% | Reduced |
| Morningstar Investment Management LLC | 31,609 | $2.89M | 0.11% | +31,609 | New |
| Algert Global LLC | 31,565 | $2.89M | 0.05% | +27,645+705.2% | Added |
| Allworth Financial LP | 31,506 | $2.88M | 0.01% | −2,299−6.8% | Reduced |
| Oxbow Advisors, LLC | 31,466 | $2.88M | 0.27% | +934+3.1% | Added |
| Teachers Retirement System of the State of Kentucky | 31,246 | $2.86M | 0.02% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 31,200 | $2.85M | 0.64% | 00.0% | Unchanged |
| Fiduciary Trust Co | 31,138 | $2.85M | 0.03% | −1,919−5.8% | Reduced |
| Canada Post Corp Registered Pension Plan | 30,101 | $2.75M | 0.12% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 336 | $2.72M | 0.01% | +336 | New |
| Empowered Funds, LLC | 29,438 | $2.69M | 0.03% | +19,542+197.5% | Added |
| LRI Investments, LLC | 29,230 | $2.67M | 0.22% | +101+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,133 | $2.66M | 0.01% | −507−1.7% | Reduced |
| Aigen Investment Management, LP | 29,076 | $2.66M | 0.41% | −17,074−37.0% | Reduced |
| Summit Trail Advisors, LLC | 29,027 | $2.65M | 0.04% | +18,180+167.6% | Added |
| Merit Financial Group, LLC | 28,501 | $2.61M | 0.02% | +5,246+22.6% | Added |
| Letson Investment Management, Inc. | 28,433 | $2.60M | 0.93% | +1,269+4.7% | Added |
| SRS Capital Advisors, Inc. | 28,054 | $2.56M | 0.04% | +26,458+1,657.8% | Added |
| Delta Global Management LP | 28,039 | $2.56M | 0.19% | +2,207+8.5% | Added |
| Silvercrest Asset Management Group LLC | 27,888 | $2.55M | 0.02% | +1,249+4.7% | Added |
| Winton Group Ltd | 27,700 | $2.53M | 0.09% | +27,700 | New |
| Lecap Asset Management Ltd | 27,107 | $2.48M | 0.86% | −1,520−5.3% | Reduced |
| Mizuho Securities USA LLC | 28,585 | $2.47M | 0.05% | +1,303+4.8% | Added |
| Entropy Technologies, LP | 26,830 | $2.45M | 0.18% | +21,076+366.3% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 26,331 | $2.41M | 0.03% | 00.0% | Unchanged |
| Boston Partners | 25,547 | $2.34M | 0.00% | +25,547 | New |
| Evercore Wealth Management, LLC | 25,441 | $2.33M | 0.03% | −1,672−6.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 24,894 | $2.28M | 0.02% | +7,185+40.6% | Added |
| Sterling Capital Management LLC | 24,875 | $2.27M | 0.03% | −2,401−8.8% | Reduced |
| Kentucky Retirement Systems | 24,811 | $2.27M | 0.06% | −763−3.0% | Reduced |
| Close Asset Management Ltd | 24,614 | $2.25M | 0.05% | −307−1.2% | Reduced |
| M. Kraus & Co | 24,608 | $2.25M | 0.63% | −1,420−5.5% | Reduced |
| Horizon Investments, LLC | 24,602 | $2.25M | 0.03% | +16,616+208.1% | Added |
| Sanctuary Advisors, LLC | 24,096 | $2.20M | 0.01% | +6,787+39.2% | Added |
| Headlands Technologies LLC | 23,642 | $2.16M | 0.17% | +15,036+174.7% | Added |
| Cohen Klingenstein LLC | 23,500 | $2.15M | 0.07% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 23,479 | $2.15M | 1.09% | +1,158+5.2% | Added |
| Canandaigua National Bank & Trust Co | 23,320 | $2.13M | 0.19% | −398−1.7% | Reduced |
| JB Capital LLC | 23,286 | $2.13M | 0.09% | +336+1.5% | Added |
| Heritage Investors Management Corp | 23,260 | $2.13M | 0.06% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 23,063 | $2.11M | 0.02% | +1,769+8.3% | Added |
| Hartford Investment Management Co | 22,988 | $2.10M | 0.06% | −883−3.7% | Reduced |
| Atom Investors LP | 22,908 | $2.09M | 0.16% | +12,464+119.3% | Added |
| Jones Financial Companies LLLP | 23,121 | $2.09M | 0.00% | +3,459+17.6% | Added |
| Norinchukin Bank, The | 22,719 | $2.08M | 0.03% | +101+0.4% | Added |
| Blair William & Co | 22,692 | $2.07M | 0.01% | −2,078−8.4% | Reduced |
| Crossmark Global Holdings, Inc. | 22,576 | $2.06M | 0.03% | −802−3.4% | Reduced |
| Glenmede Investment Management, LP | 22,508 | $2.06M | 0.01% | −4,078−15.3% | Reduced |
| Point72 Asset Management, L.P. | 22,463 | $2.05M | 0.00% | +22,463 | New |
| Venture Visionary Partners LLC | 21,956 | $2.01M | 0.07% | −20.0% | Reduced |