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 |
|---|---|---|---|---|---|
| ASR Vermogensbeheer N.V. | 21,839 | $2.00M | 0.02% | +229+1.1% | Added |
| YHB Investment Advisors, Inc. | 21,618 | $1.98M | 0.14% | −1,178−5.2% | Reduced |
| Zurich Insurance Group Ltd | 21,400 | $1.96M | 0.01% | +21,400 | New |
| QRG Capital Management, Inc. | 21,396 | $1.96M | 0.02% | −13,618−38.9% | Reduced |
| Brevan Howard Capital Management LP | 20,797 | $1.90M | 0.03% | +7,799+60.0% | Added |
| Steward Partners Investment Advisory, LLC | 20,717 | $1.89M | 0.01% | −701−3.3% | Reduced |
| Arete Wealth Advisors, LLC | 20,614 | $1.89M | 0.12% | +86+0.4% | Added |
| Louisiana State Employees Retirement System | 20,600 | $1.88M | 0.03% | −200−1.0% | Reduced |
| J.W. Cole Advisors, Inc. | 20,586 | $1.88M | 0.04% | +1,898+10.2% | Added |
| BDF-Gestion | 19,996 | $1.83M | 0.22% | −4,159−17.2% | Reduced |
| Polymer Capital Management (US) LLC | 19,945 | $1.82M | 0.24% | +19,945 | New |
| Gulf International Bank (UK) Ltd | 19,792 | $1.81M | 0.06% | −470−2.3% | Reduced |
| Savant Capital, LLC | 19,647 | $1.80M | 0.01% | −2,645−11.9% | Reduced |
| Kestra Advisory Services, LLC | 19,556 | $1.79M | 0.01% | +665+3.5% | Added |
| Bailard, Inc. | 19,536 | $1.79M | 0.04% | −137−0.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 19,148 | $1.78M | 0.02% | −81−0.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,279 | $1.76M | 0.01% | +2,542+15.2% | Added |
| Ashton Thomas Securities, LLC | 19,246 | $1.76M | 0.25% | +19,246 | New |
| Nippon Life Global Investors Americas, Inc. | 19,210 | $1.76M | 0.07% | +3,230+20.2% | Added |
| Essex Financial Services, Inc. | 19,208 | $1.76M | 0.11% | +167+0.9% | Added |
| Maryland State Retirement & Pension System | 19,207 | $1.76M | 0.04% | 00.0% | Unchanged |
| Chicago Capital, LLC | 19,201 | $1.76M | 0.04% | +2,420+14.4% | Added |
| Pinnacle Associates Ltd | 19,115 | $1.75M | 0.02% | +49+0.3% | Added |
| Securian Asset Management, Inc | 18,953 | $1.73M | 0.05% | −1,601−7.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 18,929 | $1.73M | 0.04% | +1,444+8.3% | Added |
| Plato Investment Management Ltd | 19,033 | $1.73M | 0.12% | 00.0% | Unchanged |
| AMG National Trust Bank | 18,581 | $1.70M | 0.04% | −5,006−21.2% | Reduced |
| Sage Capital Management, LLC | 18,534 | $1.69M | 0.76% | −511−2.7% | Reduced |
| Investment Management Corp of Ontario | 18,532 | $1.69M | 0.03% | +8,824+90.9% | Added |
| Private Advisor Group, LLC | 18,525 | $1.69M | 0.01% | −1,970−9.6% | Reduced |
| Weiss Asset Management LP | 18,084 | $1.65M | 0.02% | −189,471−91.3% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 16,690 | $1.65M | 0.08% | 00.0% | Unchanged |
| Inceptionr LLC | 18,060 | $1.65M | 0.40% | +18,060 | New |
| Tower Research Capital LLC (TRC) | 17,876 | $1.63M | 0.05% | −3,639−16.9% | Reduced |
| New Mexico Educational Retirement Board | 17,808 | $1.63M | 0.05% | −900−4.8% | Reduced |
| Huntington National Bank | 17,702 | $1.62M | 0.01% | −1,368−7.2% | Reduced |
| HB Wealth Management, LLC | 17,506 | $1.60M | 0.01% | +2,553+17.1% | Added |
| Union Bancaire Privee, UBP SA | 10,248 | $1.59M | 0.03% | +10,248 | New |
| Okabena Investment Services Inc | 17,381 | $1.59M | 0.31% | −5,079−22.6% | Reduced |
| E. Ohman J:or Asset Management AB | 17,300 | $1.58M | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 16,961 | $1.57M | 0.00% | −1,434−7.8% | Reduced |
| Mirabella Financial Services LLP | 17,100 | $1.56M | 0.14% | +17,100 | New |
| Lafayette Investments, Inc. | 16,974 | $1.55M | 0.30% | +3,684+27.7% | Added |
| Everence Capital Management Inc | 16,780 | $1.53M | 0.09% | 00.0% | Unchanged |
| Intech Investment Management LLC | 16,726 | $1.53M | 0.01% | +6,175+58.5% | Added |
| Atria Investments LLC | 16,660 | $1.52M | 0.02% | +4,718+39.5% | Added |
| Dodge & Cox | 16,610 | $1.52M | 0.00% | −2,710−14.0% | Reduced |
| ISAM Funds (UK) Ltd | 16,212 | $1.48M | 0.30% | −9,374−36.6% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.46M | 1.62% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 15,920 | $1.46M | 0.01% | −20,169−55.9% | Reduced |
| Tealwood Asset Management Inc | 15,808 | $1.45M | 0.58% | −36−0.2% | Reduced |
| NBT Bank N A | 15,733 | $1.44M | 0.09% | −3,282−17.3% | Reduced |
| Dark Forest Capital Management LP | 15,677 | $1.43M | 0.05% | +15,677 | New |
| Diversify Wealth Management, LLC | 15,869 | $1.43M | 0.08% | +860+5.7% | Added |
| Private Trust Co NA | 15,619 | $1.43M | 0.13% | +393+2.6% | Added |
| Bessemer Group Inc | 15,538 | $1.42M | 0.00% | −744−4.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 15,537 | $1.42M | 0.00% | −207−1.3% | Reduced |
| RSM US Wealth Management LLC | 15,481 | $1.42M | 0.02% | −2,898−15.8% | Reduced |
| Independent Advisor Alliance | 15,470 | $1.41M | 0.04% | +8,451+120.4% | Added |
| Fifth Third Bancorp | 15,260 | $1.40M | 0.00% | −1,109−6.8% | Reduced |
| Pictet & Cie (Europe) SA | 15,196 | $1.39M | 0.03% | −63,046−80.6% | Reduced |
| Tufton Capital Management | 15,111 | $1.38M | 0.25% | −150−1.0% | Reduced |
| Ostrum Asset Management | 14,999 | $1.37M | 0.06% | +8,627+135.4% | Added |
| Procyon Private Wealth Partners, LLC | 14,945 | $1.37M | 0.08% | +6,478+76.5% | Added |
| Dash Acquisitions Inc. | 14,592 | $1.36M | 0.27% | +902+6.6% | Added |
| Hartford Funds Management Co LLC | 14,832 | $1.36M | 0.12% | −3,258−18.0% | Reduced |
| CenterBook Partners LP | 14,745 | $1.35M | 0.07% | +10,770+270.9% | Added |
| Quadrature Capital Ltd | 14,710 | $1.34M | 0.02% | +14,710 | New |
| Omers Administration Corp | 14,644 | $1.34M | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 14,610 | $1.34M | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 14,596 | $1.33M | 0.06% | +134+0.9% | Added |
| Ridgewood Investments LLC | 14,581 | $1.33M | 0.56% | +4,390+43.1% | Added |
| New England Research & Management, Inc. | 14,575 | $1.33M | 0.61% | +14,575 | New |
| Perigon Wealth Management, LLC | 14,547 | $1.33M | 0.03% | +1,112+8.3% | Added |
| Acadian Asset Management LLC | 14,500 | $1.32M | 0.00% | +6,887+90.5% | Added |
| Vident Advisory, LLC | 14,204 | $1.30M | 0.01% | +935+7.0% | Added |
| Davenport & Co LLC | 14,065 | $1.29M | 0.01% | +1,568+12.5% | Added |
| Arthur M. Cohen & Associates, LLC | 14,000 | $1.28M | 0.22% | 00.0% | Unchanged |
| Allstate Corp | 13,994 | $1.28M | 0.03% | +13,994 | New |
| Brighton Jones LLC | 13,813 | $1.26M | 0.03% | +8,520+161.0% | Added |
| Richard Bernstein Advisors LLC | 13,699 | $1.25M | 0.04% | −21,656−61.3% | Reduced |
| Metis Global Partners, LLC | 13,361 | $1.22M | 0.03% | −815−5.7% | Reduced |
| Advisors Asset Management, Inc. | 13,121 | $1.20M | 0.02% | +2,408+22.5% | Added |
| Tiaa Trust, National Association | 13,114 | $1.20M | 0.00% | −60.0% | Reduced |
| Resources Investment Advisors, LLC. | 13,040 | $1.19M | 0.01% | +1,443+12.4% | Added |
| United Capital Financial Advisers, LLC | 13,010 | $1.19M | 0.01% | −79,871−86.0% | Reduced |
| Pensionfund Sabic | 13,000 | $1.19M | 0.32% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.19M | 0.13% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 12,995 | $1.19M | 0.06% | 00.0% | Unchanged |
| Trust Co of Vermont | 12,957 | $1.18M | 0.05% | +87+0.7% | Added |
| Carolina Wealth Advisors, LLC | 12,954 | $1.18M | 0.51% | +1,288+11.0% | Added |
| Trivant Custom Portfolio Group, LLC | 12,903 | $1.18M | 0.61% | −1,826−12.4% | Reduced |
| Triangle Securities Wealth Management | 12,867 | $1.18M | 0.27% | +532+4.3% | Added |
| Capstone Investment Advisors, LLC | 12,829 | $1.17M | 0.01% | +12,829 | New |
| Tokio Marine Asset Management Co Ltd | 12,734 | $1.16M | 0.04% | +989+8.4% | Added |
| Ahl Investment Management, Inc. | 12,579 | $1.15M | 0.79% | +6,747+115.7% | Added |
| Ironwood Investment Management LLC | 12,567 | $1.15M | 0.50% | −42−0.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,560 | $1.15M | 0.05% | +12,560 | New |
| Shell Asset Management Co | 12,533 | $1.15M | 0.12% | −6,837−35.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,509 | $1.14M | 0.02% | −81−0.6% | Reduced |