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 |
|---|---|---|---|---|---|
| Requisite Capital Management, LLC | 3,101 | $283.5K | 0.05% | +3,101 | New |
| Country Club Bank | 3,102 | $283.2K | 0.02% | −50−1.6% | Reduced |
| HORAN Wealth, LLC | 3,094 | $282.8K | 0.04% | +3,094 | New |
| Boyd Watterson Asset Management LLC | 3,093 | $282.8K | 0.08% | +43+1.4% | Added |
| Sterneck Capital Management, LLC | 3,088 | $282.3K | 0.13% | +3,088 | New |
| Change Path, LLC | 3,078 | $281.4K | 0.01% | +331+12.0% | Added |
| Tower Bridge Advisors | 3,071 | $280.8K | 0.03% | −275−8.2% | Reduced |
| Riversedge Advisors, LLC | 3,062 | $279.9K | 0.05% | +3,062 | New |
| General Partner, Inc. | 3,029 | $276.9K | 0.15% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,021 | $276.2K | 0.01% | +37+1.2% | Added |
| Heritage Wealth Management, Inc. | 3,017 | $275.8K | 0.08% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 3,009 | $275.1K | 0.28% | +3,009 | New |
| Hazlett, Burt & Watson, Inc. | 3,012 | $275.0K | 0.10% | +12+0.4% | Added |
| Corient IA LLC | 3,000 | $274.3K | 0.20% | −1,000−25.0% | Reduced |
| Systematic Financial Management LP | 3,000 | $274.3K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $274.3K | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $274.3K | 0.05% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,999 | $274.2K | 0.10% | −125−4.0% | Reduced |
| Pitcairn Co | 2,998 | $274.1K | 0.02% | +27+0.9% | Added |
| NTV Asset Management LLC | 2,990 | $273.4K | 0.03% | −370−11.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,991 | $273.1K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,986 | $273.0K | 0.01% | −33−1.1% | Reduced |
| Founders Financial Securities LLC | 2,982 | $272.6K | 0.02% | −125−4.0% | Reduced |
| AE Wealth Management LLC | 2,949 | $269.6K | 0.00% | −896−23.3% | Reduced |
| Employees Retirement System of Texas | 2,947 | $269.0K | 0.00% | −23,509−88.9% | Reduced |
| Farther Finance Advisors, LLC | 2,939 | $268.7K | 0.00% | −57−1.9% | Reduced |
| Copeland Capital Management, LLC | 2,926 | $267.6K | 0.01% | −7,855−72.9% | Reduced |
| First Citizens Bank & Trust Co | 2,912 | $266.2K | 0.01% | −66−2.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,912 | $266.2K | 0.01% | −200−6.4% | Reduced |
| Mather Group, LLC. | 2,910 | $266.1K | 0.00% | −560−16.1% | Reduced |
| Signature Wealth Management Partners, LLC | 2,910 | $266.1K | 0.14% | 00.0% | Unchanged |
| LCM Capital Management Inc | 2,902 | $265.3K | 0.13% | −2−0.1% | Reduced |
| Twinbeech Capital LP | 2,883 | $263.6K | 0.01% | −99,800−97.2% | Reduced |
| Premier Path Wealth Partners, LLC | 2,883 | $263.6K | 0.03% | −153−5.0% | Reduced |
| DRW Securities, LLC | 2,882 | $262.8K | 0.01% | −1,786−38.3% | Reduced |
| Journey Strategic Wealth LLC | 2,873 | $262.7K | 0.01% | −2,259−44.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,844 | $259.5K | 0.03% | +2,844 | New |
| Ritholtz Wealth Management | 2,837 | $259.4K | 0.01% | −72−2.5% | Reduced |
| Crestwood Advisors Group LLC | 2,832 | $258.9K | 0.00% | −386−12.0% | Reduced |
| S.A. Mason LLC | 2,818 | $257.7K | 0.11% | +10.0% | Added |
| Forbes J M & Co LLP | 2,810 | $256.9K | 0.02% | +29+1.0% | Added |
| Reuter James Wealth Management, LLC | 2,805 | $256.5K | 0.04% | −48−1.7% | Reduced |
| Adviser Investments LLC | 2,802 | $256.2K | 0.00% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,793 | $255.4K | 0.01% | −45−1.6% | Reduced |
| McDonald Partners LLC | 2,789 | $255.0K | 0.08% | −158−5.4% | Reduced |
| Coldstream Capital Management Inc | 2,776 | $253.8K | 0.00% | −38−1.4% | Reduced |
| Aull & Monroe Investment Management Corp | 2,770 | $253.3K | 0.13% | −75−2.6% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $252.8K | 0.19% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 2,765 | $252.8K | 0.03% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 2,746 | $251.1K | 0.00% | +84+3.2% | Added |
| Essential Partners LLC | 2,745 | $251.0K | 0.08% | +2,004+270.4% | Added |
| AlphaCore Capital LLC | 2,734 | $250.0K | 0.01% | +90+3.4% | Added |
| Charter Oak Capital Management, LLC | 2,734 | $250.0K | 0.02% | +58+2.2% | Added |
| Flagship Harbor Advisors, LLC | 2,727 | $249.4K | 0.01% | −118−4.1% | Reduced |
| Riverwater Partners LLC | 2,724 | $249.1K | 0.10% | −119−4.2% | Reduced |
| Massmutual Trust Co FSB | 2,710 | $247.8K | 0.01% | −334−11.0% | Reduced |
| Mission Wealth Management, LP | 2,703 | $247.1K | 0.01% | +96+3.7% | Added |
| Dover Advisors, LLC | 2,702 | $247.0K | 0.10% | 00.0% | Unchanged |
| Caxton Associates LLP | 2,677 | $244.8K | 0.01% | −2,097−43.9% | Reduced |
| Principal Street Partners, LLC | 2,676 | $244.7K | 0.04% | −2,640−49.7% | Reduced |
| Colonial Trust Co | 2,655 | $242.7K | 0.03% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 2,650 | $242.3K | 0.05% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,640 | $241.4K | 0.04% | +2,640 | New |
| Kingswood Wealth Advisors, LLC | 2,638 | $241.2K | 0.01% | +535+25.4% | Added |
| Stonebridge Capital Advisors LLC | 2,630 | $240.5K | 0.02% | −13−0.5% | Reduced |
| New England Capital Financial Advisors LLC | 2,628 | $240.3K | 0.10% | −165−5.9% | Reduced |
| Panagora Asset Management Inc | 2,627 | $240.2K | 0.00% | −5,020−65.6% | Reduced |
| Phoenix Holdings Ltd. | 2,618 | $239.4K | 0.00% | +2,618 | New |
| Bennett Selby Investments LP | 2,606 | $238.3K | 0.08% | +305+13.3% | Added |
| Ancora Advisors, LLC | 2,603 | $238.0K | 0.00% | −203−7.2% | Reduced |
| Farmers Trust Co | 2,603 | $238.0K | 0.04% | +186+7.7% | Added |
| Naples Global Advisors, LLC | 2,601 | $237.8K | 0.02% | +425+19.5% | Added |
| Skopos Labs, Inc. | 2,407 | $234.9K | 0.03% | −49−2.0% | Reduced |
| Courier Capital LLC | 2,566 | $234.6K | 0.01% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 2,562 | $234.2K | 0.01% | +100+4.1% | Added |
| Sapient Capital LLC | 2,564 | $234.1K | 0.00% | −19−0.7% | Reduced |
| Acropolis Investment Management, LLC | 2,363 | $234.0K | 0.01% | +2,363 | New |
| DF Dent & Co Inc | 2,555 | $233.6K | 0.00% | −1,538−37.6% | Reduced |
| Cobblestone Capital Advisors LLC | 2,548 | $233.0K | 0.01% | −125−4.7% | Reduced |
| Flputnam Investment Management Co | 2,547 | $232.9K | 0.00% | −16−0.6% | Reduced |
| Sky-Mountain Capital Management, Inc. | 2,540 | $232.2K | 0.16% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 2,537 | $232.0K | 0.04% | 00.0% | Unchanged |
| Essex Savings Bank | 2,535 | $231.8K | 0.05% | −600−19.1% | Reduced |
| Keynote Financial Services LLC | 2,532 | $231.5K | 0.14% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,527 | $231.0K | 0.00% | +26+1.0% | Added |
| Woodline Partners LP | 2,525 | $230.9K | 0.00% | +2,525 | New |
| Dana Investment Advisors, Inc. | 2,520 | $230.4K | 0.01% | +2,520 | New |
| Sterling Financial Planning, Inc. | 2,513 | $229.8K | 0.07% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,510 | $229.5K | 0.09% | +2,510 | New |
| PKS Advisory Services, LLC | 2,507 | $229.2K | 0.05% | −68−2.6% | Reduced |
| Simplex Trading, LLC | 2,509 | $229.0K | 0.01% | −642−20.4% | Reduced |
| Leavell Investment Management, Inc. | 2,502 | $228.8K | 0.01% | +100+4.2% | Added |
| Prospera Financial Services Inc | 2,486 | $227.7K | 0.00% | −65−2.5% | Reduced |
| David Loasby | 2,518 | $227.7K | 0.02% | +2,518 | New |
| Equitable Holdings, Inc. | 2,471 | $225.9K | 0.00% | −26−1.0% | Reduced |
| Chemung Canal Trust Co | 2,470 | $225.8K | 0.05% | −30−1.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,455 | $224.5K | 0.04% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 2,424 | $221.6K | 0.00% | −40−1.6% | Reduced |
| Abn Amro Investment Solutions | 2,413 | $220.6K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,386 | $218.2K | 0.02% | −3,162−57.0% | Reduced |