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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 4,466 | $408.4K | 0.02% | −226−4.8% | Reduced |
| Chicago Trust Co NA | 4,455 | $407.3K | 0.06% | +1,536+52.6% | Added |
| Excalibur Management Corp | 4,435 | $405.5K | 0.15% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 4,400 | $402.3K | 0.15% | 00.0% | Unchanged |
| Washington Trust Co | 4,390 | $401.4K | 0.01% | +2,034+86.3% | Added |
| Transcend Wealth Collective, LLC | 4,387 | $401.1K | 0.03% | +1,122+34.4% | Added |
| HBK Sorce Advisory LLC | 4,364 | $399.1K | 0.01% | +934+27.2% | Added |
| Pointe Capital Management LLC | 4,326 | $395.5K | 0.19% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 4,309 | $394.0K | 0.01% | +4,309 | New |
| QSV Equity Investors LLC | 4,307 | $393.8K | 0.40% | +628+17.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $393.1K | 0.10% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 4,288 | $392.1K | 0.06% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 4,142 | $378.7K | 0.09% | −18−0.4% | Reduced |
| Verdence Capital Advisors LLC | 4,095 | $377.0K | 0.02% | −179−4.2% | Reduced |
| Ninety One North America, Inc. | 4,122 | $376.9K | 0.02% | −1,372−25.0% | Reduced |
| Profund Advisors LLC | 4,119 | $376.6K | 0.01% | −313−7.1% | Reduced |
| BSW Wealth Partners | 4,105 | $375.3K | 0.05% | +903+28.2% | Added |
| Mystic Asset Management, Inc. | 4,083 | $373.3K | 0.08% | +73+1.8% | Added |
| Vancity Investment Management Ltd | 4,054 | $371.0K | 0.05% | +488+13.7% | Added |
| Fifth Third Wealth Advisors LLC | 4,050 | $370.3K | 0.01% | −353−8.0% | Reduced |
| Hancock Whitney Corp | 4,036 | $369.0K | 0.01% | −169−4.0% | Reduced |
| Checchi Capital Advisers, LLC | 4,033 | $368.8K | 0.03% | −567−12.3% | Reduced |
| Caldwell Trust Co | 4,033 | $368.7K | 0.03% | +100+2.5% | Added |
| Radnor Capital Management, LLC | 4,032 | $368.6K | 0.06% | −520−11.4% | Reduced |
| SG Americas Securities, LLC | 4,011 | $367.0K | 0.00% | −3,526−46.8% | Reduced |
| Knollwood Investment Advisory, LLC | 4,008 | $366.5K | 0.03% | 00.0% | Unchanged |
| GAM Holding AG | 4,000 | $365.7K | 0.02% | +4,000 | New |
| Charter Trust Co | 3,995 | $365.3K | 0.02% | −16−0.4% | Reduced |
| Independent Financial Group, LLC | 3,992 | $365.0K | 0.01% | +749+23.1% | Added |
| Trust Co of Virginia | 3,939 | $360.1K | 0.03% | −51−1.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,935 | $359.8K | 0.01% | −233−5.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,934 | $359.7K | 0.02% | −391−9.0% | Reduced |
| Philadelphia Trust Co | 3,929 | $359.0K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,925 | $358.9K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3,896 | $356.2K | 0.09% | −21−0.5% | Reduced |
| Kraematon Investment Advisors, Inc | 3,891 | $355.7K | 0.30% | −143−3.5% | Reduced |
| Sage Mountain Advisors LLC | 3,865 | $353.4K | 0.02% | +881+29.5% | Added |
| Cullen/Frost Bankers, Inc. | 3,858 | $352.7K | 0.00% | −3,122−44.7% | Reduced |
| Westpac Banking Corp | 3,856 | $352.6K | 0.02% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,853 | $352.2K | 0.07% | −355−8.4% | Reduced |
| Rexford Capital Inc | 3,829 | $350.1K | 0.27% | +141+3.8% | Added |
| Cigna Investments Inc | 3,824 | $350.0K | 0.05% | −87−2.2% | Reduced |
| Bokf, NA | 3,828 | $350.0K | 0.01% | +405+11.8% | Added |
| Fortune Financial Advisors, LLC | 3,827 | $349.9K | 0.26% | +3+0.1% | Added |
| Chicago Partners Investment Group LLC | 3,815 | $348.3K | 0.01% | −102−2.6% | Reduced |
| Busey Wealth Management | 3,799 | $347.3K | 0.01% | −50−1.3% | Reduced |
| Resonant Capital Advisors, LLC | 3,784 | $346.0K | 0.02% | −235−5.8% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,776 | $345.2K | 0.25% | 00.0% | Unchanged |
| Shelton Capital Management | 3,766 | $344.3K | 0.01% | −97−2.5% | Reduced |
| Arista Wealth Management, LLC | 3,761 | $343.9K | 0.04% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,738 | $341.8K | 0.03% | −148−3.8% | Reduced |
| Gamco Investors, Inc. Et Al | 3,700 | $338.3K | 0.00% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,698 | $338.1K | 0.00% | 00.0% | Unchanged |
| Miller Financial Services LLC | 3,695 | $337.8K | 0.39% | +3,695 | New |
| Baker Avenue Asset Management, LP | 3,673 | $335.8K | 0.01% | −790−17.7% | Reduced |
| Parcion Private Wealth LLC | 3,652 | $333.9K | 0.02% | +1,241+51.5% | Added |
| Kinneret Advisory, LLC | 3,639 | $332.7K | 0.03% | −16−0.4% | Reduced |
| City Holding Co | 3,633 | $332.1K | 0.04% | −972−21.1% | Reduced |
| Holderness Investments Co | 3,624 | $331.4K | 0.07% | −1,320−26.7% | Reduced |
| Neo Ivy Capital Management | 3,612 | $330.2K | 0.08% | +3,612 | New |
| Ossiam | 3,608 | $329.9K | 0.00% | −5,038−58.3% | Reduced |
| GSB Wealth Management, LLC | 3,589 | $328.1K | 0.07% | −11−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,577 | $327.0K | 0.01% | −201−5.3% | Reduced |
| Bell Investment Advisors, Inc | 3,552 | $324.8K | 0.05% | +6+0.2% | Added |
| National Asset Management, Inc. | 3,547 | $324.3K | 0.02% | −183−4.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,545 | $324.1K | 0.02% | +10.0% | Added |
| PFG Investments, LLC | 3,516 | $321.4K | 0.02% | +88+2.6% | Added |
| Patten & Patten Inc | 3,505 | $320.5K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,505 | $320.5K | 0.05% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 3,504 | $320.4K | 0.03% | +458+15.0% | Added |
| Strategic Planning, Inc. | 3,501 | $320.1K | 0.19% | −43−1.2% | Reduced |
| Menora Mivtachim Holdings Ltd. | 3,500 | $320.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,477 | $317.9K | 0.07% | −17−0.5% | Reduced |
| Boston Family Office LLC | 3,462 | $317.0K | 0.02% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,447 | $315.2K | 0.06% | +300+9.5% | Added |
| Fidelis Capital Partners, LLC | 3,442 | $314.7K | 0.02% | −59−1.7% | Reduced |
| Americana Partners, LLC | 3,408 | $311.6K | 0.01% | −68−2.0% | Reduced |
| Fruth Investment Management | 3,403 | $311.0K | 0.08% | 00.0% | Unchanged |
| Farmers National Bank | 3,375 | $308.6K | 0.07% | −45−1.3% | Reduced |
| Forum Financial Management, LP | 3,371 | $308.2K | 0.00% | +305+9.9% | Added |
| Banque Cantonale Vaudoise | 3,361 | $307.0K | 0.01% | −1,484−30.6% | Reduced |
| Armistice Capital, LLC | 3,340 | $305.4K | 0.01% | +3,340 | New |
| Defined Wealth Management, LLC | 3,338 | $305.2K | 0.18% | −22−0.7% | Reduced |
| Integrity Alliance, LLC. | 3,322 | $303.8K | 0.01% | +483+17.0% | Added |
| Aberdeen Wealth Management LLC | 3,299 | $301.6K | 0.19% | −275−7.7% | Reduced |
| Howland Capital Management LLC | 3,252 | $297.3K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,249 | $297.1K | 0.01% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 3,240 | $296.2K | 0.07% | +765+30.9% | Added |
| Invesco, LLC | 3,222 | $294.6K | 0.10% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,218 | $294.0K | 0.02% | −252−7.3% | Reduced |
| Savvy Advisors, Inc. | 3,208 | $293.3K | 0.01% | +3,208 | New |
| Fortress Private Ledger, LLC | 3,202 | $292.8K | 0.11% | +300+10.3% | Added |
| Intellectus Partners, LLC | 3,182 | $290.9K | 0.06% | +3,182 | New |
| Advisor OS, LLC | 3,171 | $290.0K | 0.03% | −85−2.6% | Reduced |
| Arq Wealth Advisors, LLC | 3,161 | $289.0K | 0.09% | +3,161 | New |
| First Affirmative Financial Network | 3,145 | $287.6K | 0.14% | −18−0.6% | Reduced |
| Groupama Asset Managment | 3,144 | $287.5K | 0.00% | +3,144 | New |
| Miracle Mile Advisors, LLC | 3,127 | $285.9K | 0.00% | +349+12.6% | Added |
| Axxcess Wealth Management, LLC | 3,117 | $285.0K | 0.01% | −147−4.5% | Reduced |
| IHT Wealth Management, LLC | 3,109 | $284.3K | 0.01% | −112−3.5% | Reduced |