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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 7,057 | $645.2K | 0.01% | −803−10.2% | Reduced |
| Romano Brothers and Company | 7,036 | $643.3K | 0.07% | −38−0.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,019 | $641.7K | 0.07% | −750−9.7% | Reduced |
| Kestra Private Wealth Services, LLC | 6,997 | $639.7K | 0.01% | −680−8.9% | Reduced |
| Glenview Trust Co | 6,973 | $637.5K | 0.01% | −51−0.7% | Reduced |
| ICW Investment Advisors LLC | 6,930 | $633.6K | 0.23% | +91+1.3% | Added |
| Medallion Wealth Advisors, LLC | 6,902 | $631.1K | 0.22% | +10.0% | Added |
| Pallas Capital Advisors LLC | 6,901 | $631.0K | 0.02% | +6,901 | New |
| State of Wyoming | 6,848 | $626.1K | 0.07% | +449+7.0% | Added |
| Mutual Advisors, LLC | 6,726 | $625.4K | 0.01% | +282+4.4% | Added |
| Sequoia Financial Advisors, LLC | 6,828 | $624.3K | 0.00% | −786−10.3% | Reduced |
| Quadrant Capital Group LLC | 6,806 | $622.3K | 0.02% | −3,701−35.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,724 | $614.8K | 0.03% | +40+0.6% | Added |
| Waterford Advisors, LLC | 6,690 | $611.7K | 0.21% | −8,257−55.2% | Reduced |
| Rothschild Investment LLC | 6,637 | $606.8K | 0.03% | +2,886+76.9% | Added |
| Amussen Hunsaker Associates LLC | 6,630 | $606.6K | 0.06% | +6,630 | New |
| Cookson Peirce & Co Inc | 6,615 | $604.8K | 0.02% | +115+1.8% | Added |
| We Are One Seven, LLC | 6,576 | $601.3K | 0.01% | +3,698+128.5% | Added |
| American National Bank | 6,558 | $599.6K | 0.06% | −1,158−15.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,509 | $595.1K | 0.01% | −179−2.7% | Reduced |
| Park Avenue Securities LLC | 6,495 | $594.0K | 0.00% | −7,381−53.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,476 | $592.1K | 0.00% | +192+3.1% | Added |
| EntryPoint Capital, LLC | 6,428 | $587.7K | 0.23% | −363−5.3% | Reduced |
| Auto-Owners Insurance Co | 6,393 | $584.5K | 0.02% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 6,388 | $584.1K | 0.11% | −60−0.9% | Reduced |
| Wedbush Securities Inc | 6,377 | $583.0K | 0.02% | −1,079−14.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,324 | $578.2K | 0.04% | +400+6.8% | Added |
| GAMMA Investing LLC | 6,313 | $577.2K | 0.03% | −1,377−17.9% | Reduced |
| Rehmann Capital Advisory Group | 6,265 | $571.7K | 0.03% | −718−10.3% | Reduced |
| Westhampton Capital, LLC | 6,225 | $569.2K | 0.28% | 00.0% | Unchanged |
| Central Trust Co | 6,168 | $563.9K | 0.01% | −10.0% | Reduced |
| Means Investment Co., Inc. | 6,142 | $561.6K | 0.05% | +10.0% | Added |
| Ausdal Financial Partners, Inc. | 6,091 | $556.8K | 0.03% | +142+2.4% | Added |
| Meridian Management Co | 6,007 | $549.2K | 0.15% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,922 | $541.4K | 0.01% | −2,077−26.0% | Reduced |
| Soltis Investment Advisors LLC | 5,915 | $540.8K | 0.04% | −234−3.8% | Reduced |
| Allred Capital Management, LLC | 5,911 | $540.4K | 0.19% | 00.0% | Unchanged |
| Dearborn Partners LLC | 5,865 | $536.2K | 0.03% | −303−4.9% | Reduced |
| Freestone Capital Holdings, LLC | 5,826 | $532.7K | 0.02% | +500+9.4% | Added |
| Hartford Financial Management Inc. | 5,815 | $531.6K | 0.14% | −519−8.2% | Reduced |
| Quotient Wealth Partners, LLC | 5,813 | $531.5K | 0.01% | −228−3.8% | Reduced |
| Umb Bank N A | 5,791 | $529.5K | 0.01% | +1,821+45.9% | Added |
| Amica Retiree Medical Trust | 5,752 | $526.0K | 0.72% | 00.0% | Unchanged |
| CX Institutional | 5,753 | $526.0K | 0.02% | +1,430+33.1% | Added |
| ELCO Management Co., LLC | 5,709 | $522.0K | 0.27% | −318−5.3% | Reduced |
| Benjamin Edwards Inc | 5,661 | $517.6K | 0.01% | +5,661 | New |
| TD Private Client Wealth LLC | 5,602 | $512.2K | 0.01% | +711+14.5% | Added |
| Siemens Fonds Invest GmbH | 5,558 | $508.2K | 0.03% | −8−0.1% | Reduced |
| Guggenheim Capital LLC | 5,543 | $506.8K | 0.00% | +580+11.7% | Added |
| Aptus Capital Advisors, LLC | 5,486 | $501.6K | 0.00% | +231+4.4% | Added |
| Ingalls & Snyder LLC | 5,477 | $501.0K | 0.02% | −327−5.6% | Reduced |
| Bull Street Advisors, LLC | 5,470 | $500.0K | 0.23% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,519 | $498.9K | 0.02% | −1,411−20.4% | Reduced |
| Moody National Bank Trust Division | 5,414 | $495.0K | 0.04% | +465+9.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,405 | $494.2K | 0.00% | −57,227−91.4% | Reduced |
| Simmons Bank | 5,380 | $491.9K | 0.03% | −300−5.3% | Reduced |
| Callan Family Office, LLC | 5,365 | $490.5K | 0.02% | −3,254−37.8% | Reduced |
| Milestone Asset Management Group, LLC | 5,364 | $490.5K | 0.31% | +6+0.1% | Added |
| LGT Group Foundation | 5,306 | $490.1K | 0.01% | 00.0% | Unchanged |
| Tema ETFs LLC | 5,357 | $489.8K | 0.04% | +5,357 | New |
| La Banque Postale Asset Management SA | 5,321 | $486.5K | 0.01% | −3,927−42.5% | Reduced |
| RMB Capital Management, LLC | 5,312 | $485.6K | 0.01% | +117+2.3% | Added |
| Garrison Point Advisors, LLC | 5,310 | $485.5K | 0.20% | −265−4.8% | Reduced |
| Investment Advisory Services Inc | 5,303 | $484.8K | 0.15% | −211−3.8% | Reduced |
| StoneX Group Inc. | 5,273 | $482.1K | 0.02% | −5,085−49.1% | Reduced |
| Citizens Financial Group Inc | 5,252 | $480.2K | 0.01% | +2,182+71.1% | Added |
| Parsons Capital Management Inc | 5,236 | $478.7K | 0.03% | −357−6.4% | Reduced |
| Wendell David Associates Inc | 5,223 | $478.0K | 0.05% | −221−4.1% | Reduced |
| Connable Office Inc | 5,172 | $472.9K | 0.04% | +330+6.8% | Added |
| Cary Street Partners Financial LLC | 5,165 | $472.2K | 0.01% | +132+2.6% | Added |
| Assetmark, Inc | 5,141 | $470.1K | 0.00% | +2,036+65.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,128 | $468.9K | 0.05% | −116−2.2% | Reduced |
| Stephens Inc | 5,090 | $465.3K | 0.01% | +355+7.5% | Added |
| Valley Brook Capital Group | 5,065 | $463.1K | 0.31% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,023 | $459.3K | 0.01% | −269−5.1% | Reduced |
| Banque Transatlantique SA | 4,980 | $454.9K | 0.01% | −23−0.5% | Reduced |
| First Western Trust Bank | 4,942 | $451.8K | 0.02% | −16−0.3% | Reduced |
| Gabelli Funds LLC | 4,915 | $449.4K | 0.00% | +415+9.2% | Added |
| Kingsview Wealth Management, LLC | 4,911 | $449.0K | 0.01% | −3,336−40.5% | Reduced |
| Tocqueville Asset Management L.P. | 4,907 | $448.6K | 0.01% | −16,000−76.5% | Reduced |
| Grimes & Company, Inc. | 4,903 | $448.2K | 0.01% | −83−1.7% | Reduced |
| Optas, LLC | 4,902 | $448.2K | 0.08% | −1,010−17.1% | Reduced |
| EverSource Wealth Advisors, LLC | 4,888 | $447.0K | 0.02% | +371+8.2% | Added |
| Signaturefd, LLC | 4,821 | $440.8K | 0.01% | −1,251−20.6% | Reduced |
| Montag A & Associates Inc | 4,749 | $434.2K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,737 | $433.1K | 0.02% | −451−8.7% | Reduced |
| Beck Mack & Oliver LLC | 4,714 | $431.0K | 0.01% | +482+11.4% | Added |
| TD Waterhouse Canada Inc. | 4,656 | $430.0K | 0.00% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,686 | $428.4K | 0.01% | +234+5.3% | Added |
| Advisory Services Network, LLC | 4,683 | $428.2K | 0.01% | +457+10.8% | Added |
| Core Wealth Partners LLC | 4,670 | $427.0K | 0.20% | +100+2.2% | Added |
| Moors & Cabot, Inc. | 4,615 | $421.9K | 0.02% | −701−13.2% | Reduced |
| Choate Investment Advisors | 4,595 | $420.1K | 0.01% | +489+11.9% | Added |
| Wetherby Asset Management Inc | 4,593 | $419.9K | 0.02% | −709−13.4% | Reduced |
| Ellevest, Inc. | 4,556 | $416.6K | 0.06% | −1,856−28.9% | Reduced |
| Valeo Financial Advisors, LLC | 4,535 | $414.7K | 0.01% | −48−1.0% | Reduced |
| Private Wealth Asset Management, LLC | 4,531 | $414.3K | 0.05% | 00.0% | Unchanged |
| Everett Harris & Co | 4,518 | $413.1K | 0.01% | 00.0% | Unchanged |
| 1st Source Bank | 4,516 | $412.9K | 0.02% | −10−0.2% | Reduced |
| Sanders Morris Harris LLC | 4,500 | $411.4K | 0.05% | +1,413+45.8% | Added |