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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 12,378 | $1.13M | 0.02% | +1,709+16.0% | Added |
| Rockland Trust Co | 12,306 | $1.13M | 0.05% | −6,854−35.8% | Reduced |
| Bollard Group LLC | 12,254 | $1.12M | 0.03% | +611+5.2% | Added |
| Synovus Financial Corp | 12,102 | $1.11M | 0.01% | −648−5.1% | Reduced |
| Raiffeisen Bank International AG | 12,079 | $1.10M | 0.01% | +6,052+100.4% | Added |
| Principal Securities, Inc. | 12,043 | $1.10M | 0.02% | +2,696+28.8% | Added |
| Roundview Capital LLC | 12,003 | $1.10M | 0.07% | −17,993−60.0% | Reduced |
| Ally Financial Inc. | 12,000 | $1.10M | 0.14% | +12,000 | New |
| Ci Investments Inc. | 11,769 | $1.08M | 0.00% | −217−1.8% | Reduced |
| R Squared Ltd | 11,715 | $1.07M | 0.46% | +537+4.8% | Added |
| Guinness Atkinson Asset Management Inc | 11,587 | $1.06M | 0.50% | 00.0% | Unchanged |
| Rossmore Private Capital | 11,519 | $1.05M | 0.11% | +147+1.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,494 | $1.05M | 0.01% | +3,099+36.9% | Added |
| Scotia Capital Inc. | 11,391 | $1.04M | 0.00% | −29,045−71.8% | Reduced |
| Whittier Trust Co | 11,312 | $1.04M | 0.01% | −159−1.4% | Reduced |
| Neville Rodie & Shaw Inc | 11,158 | $1.02M | 0.07% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 11,151 | $1.02M | 0.06% | −76−0.7% | Reduced |
| GWM Advisors LLC | 11,114 | $1.02M | 0.00% | +892+8.7% | Added |
| Snowden Capital Advisors LLC | 10,988 | $1.00M | 0.03% | +13+0.1% | Added |
| Argent Trust Co | 10,936 | $999.9K | 0.04% | −2,538−18.8% | Reduced |
| Quantitative Investment Management, LLC | 10,933 | $999.0K | 0.14% | +10,933 | New |
| Holowesko Partners Ltd. | 10,900 | $996.6K | 0.37% | +1,900+21.1% | Added |
| CAPROCK Group, Inc. | 11,304 | $982.3K | 0.02% | +11,304 | New |
| Eventide Asset Management, LLC | 10,692 | $976.1K | 0.02% | +891+9.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 10,614 | $970.4K | 0.09% | −19−0.2% | Reduced |
| MUFG Securities Americas Inc. | 10,584 | $967.7K | 0.06% | +1,837+21.0% | Added |
| NorthRock Partners, LLC | 10,508 | $960.8K | 0.02% | +1,934+22.6% | Added |
| Moody Lynn & Lieberson, LLC | 10,446 | $955.1K | 0.05% | −1,029−9.0% | Reduced |
| Cresset Asset Management, LLC | 10,418 | $952.5K | 0.00% | +453+4.5% | Added |
| Bridges Investment Management Inc | 10,411 | $951.9K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 10,400 | $950.9K | 0.06% | −454−4.2% | Reduced |
| Cypress Advisory Group LLC | 10,380 | $949.0K | 0.70% | +7,530+264.2% | Added |
| Nomura Holdings Inc | 10,305 | $942.2K | 0.00% | +10,305 | New |
| Hillsdale Investment Management Inc. | 10,300 | $941.7K | 0.03% | +10,300 | New |
| Buckingham Strategic Partners | 10,356 | $938.9K | 0.01% | +7,816+307.7% | Added |
| Bryn Mawr Trust Co | 10,085 | $922.1K | 0.02% | −1,168−10.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 10,063 | $920.1K | 0.03% | −100−1.0% | Reduced |
| Woodstock Corp | 10,009 | $915.1K | 0.08% | −10−0.1% | Reduced |
| Cooper Financial Group | 9,986 | $913.0K | 0.10% | +2,829+39.5% | Added |
| BKD Wealth Advisors, LLC | 9,834 | $899.1K | 0.02% | −3,840−28.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9,779 | $894.1K | 0.01% | −450−4.4% | Reduced |
| Kornitzer Capital Management Inc | 9,684 | $885.4K | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 9,588 | $876.6K | 0.15% | −13,823−59.0% | Reduced |
| Compass Wealth Management LLC | 9,515 | $870.0K | 0.19% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 9,512 | $869.7K | 0.10% | +9,512 | New |
| IMA Wealth, Inc. | 9,503 | $868.9K | 0.09% | +933+10.9% | Added |
| Lido Advisors, LLC | 9,487 | $867.5K | 0.00% | −1,857−16.4% | Reduced |
| Apollon Wealth Management, LLC | 9,476 | $866.4K | 0.02% | −2,221−19.0% | Reduced |
| STRS Ohio | 9,449 | $863.9K | 0.00% | +30.0% | Added |
| Trust Co of Toledo NA | 9,359 | $855.7K | 0.09% | −165−1.7% | Reduced |
| 111 Capital | 9,313 | $851.5K | 0.16% | +6,873+281.7% | Added |
| Azzad Asset Management Inc | 9,223 | $843.2K | 0.08% | +2,566+38.5% | Added |
| Home Federal Bank of Tennessee | 9,176 | $839.0K | 0.22% | −50−0.5% | Reduced |
| Burney Co | 9,133 | $835.0K | 0.03% | −84−0.9% | Reduced |
| Concurrent Investment Advisors, LLC | 9,087 | $830.8K | 0.01% | +1,721+23.4% | Added |
| Monarch Capital Management Inc | 9,006 | $823.4K | 0.20% | −107−1.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $816.5K | 0.02% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 8,924 | $815.9K | 0.04% | −998−10.1% | Reduced |
| Krilogy Financial LLC | 8,921 | $814.0K | 0.03% | +8,921 | New |
| Burling Wealth Partners, LLC | 8,857 | $809.8K | 0.13% | −3,674−29.3% | Reduced |
| Greenleaf Trust | 8,842 | $808.4K | 0.01% | −83−0.9% | Reduced |
| HighPoint Advisor Group LLC | 8,835 | $807.8K | 0.04% | −1,618−15.5% | Reduced |
| Integrated Wealth Concepts LLC | 8,786 | $803.3K | 0.01% | −1,775−16.8% | Reduced |
| XTX Topco Ltd | 8,707 | $796.1K | 0.04% | −21,784−71.4% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 8,678 | $793.4K | 0.08% | +1,264+17.0% | Added |
| Fox Run Management, L.L.C. | 8,607 | $786.9K | 0.12% | +8,607 | New |
| Vontobel Holding Ltd. | 8,598 | $786.1K | 0.00% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 8,596 | $785.9K | 0.14% | +3,733+76.8% | Added |
| Birch Hill Investment Advisors LLC | 8,537 | $780.5K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 8,481 | $775.4K | 0.01% | −166−1.9% | Reduced |
| FineMark National Bank & Trust | 8,295 | $758.4K | 0.02% | −475−5.4% | Reduced |
| Oppenheimer & Co Inc | 8,259 | $755.1K | 0.01% | −40−0.5% | Reduced |
| Applied Finance Capital Management, LLC | 8,234 | $752.8K | 0.05% | −1,296−13.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 8,309 | $751.1K | 0.02% | +4,854+140.5% | Added |
| Dumont & Blake Investment Advisors LLC | 8,193 | $749.1K | 0.18% | +26+0.3% | Added |
| Stratos Wealth Partners, LTD. | 8,042 | $735.3K | 0.01% | +1,695+26.7% | Added |
| Magnetar Financial LLC | 7,979 | $729.5K | 0.00% | +7,979 | New |
| Salem Investment Counselors Inc | 7,856 | $718.3K | 0.02% | +289+3.8% | Added |
| Vestcor Inc | 7,833 | $716.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 7,830 | $714.8K | 0.01% | +7,830 | New |
| Mesirow Financial Investment Management, Inc. | 7,816 | $714.8K | 0.01% | +869+12.5% | Added |
| Daymark Wealth Partners, LLC | 7,692 | $703.3K | 0.02% | −424−5.2% | Reduced |
| Sit Investment Associates Inc | 7,680 | $702.0K | 0.01% | −40−0.5% | Reduced |
| Volterra Technologies LP | 7,665 | $700.8K | 0.46% | +7,665 | New |
| Longfellow Investment Management Co LLC | 7,608 | $695.6K | 0.16% | +7,608 | New |
| Field & Main Bank | 7,606 | $695.4K | 0.21% | −956−11.2% | Reduced |
| Pring Turner Capital Group Inc | 7,575 | $692.6K | 0.42% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7,559 | $691.1K | 0.02% | +405+5.7% | Added |
| MUFG Securities EMEA plc | 7,512 | $686.8K | 0.02% | +6,344+543.2% | Added |
| Parallel Advisors, LLC | 7,481 | $684.0K | 0.01% | −601−7.4% | Reduced |
| Curated Wealth Partners LLC | 7,440 | $680.2K | 0.08% | −74−1.0% | Reduced |
| Lee Danner & Bass Inc | 7,410 | $677.5K | 0.05% | 00.0% | Unchanged |
| Eastern Bank | 7,372 | $674.0K | 0.01% | −24−0.3% | Reduced |
| Fire Capital Management LLC | 7,346 | $671.6K | 0.39% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 7,321 | $669.4K | 0.21% | +4,562+165.3% | Added |
| Arkadios Wealth Advisors | 7,320 | $669.2K | 0.02% | −194−2.6% | Reduced |
| Warren Averett Asset Management, LLC | 7,284 | $666.0K | 0.01% | +1,769+32.1% | Added |
| Werlinich Asset Management, LLC | 7,155 | $654.2K | 0.33% | 00.0% | Unchanged |
| Diversified Trust Co | 7,154 | $654.1K | 0.01% | −5−0.1% | Reduced |
| Ar Asset Management Inc | 7,150 | $654.0K | 0.14% | 00.0% | Unchanged |