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, Q4 2025
Institutional positions in Otis Worldwide Corp as of Dec 31, 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
- 1,311
- +85 vs. Q3 2025
- Shares held
- 391.9M
- +52.9M (+15.6%) vs. Q3 2025
- Total value
- $30.9B
- −$83.9M (−0.3%) vs. Q3 2025
- New holders
- 167
- 391 more added
- Sold out
- 82
- 484 more reduced
27 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 23,294 | $2.03M | 0.17% | −348−1.5% | Reduced |
| Oak Thistle LLC | 23,428 | $2.05M | 0.28% | +23,428 | New |
| Cohen Klingenstein LLC | 23,500 | $2.05M | 0.06% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 23,651 | $2.07M | 0.03% | +21,238+880.1% | Added |
| Venture Visionary Partners LLC | 23,827 | $2.10M | 0.07% | +1,871+8.5% | Added |
| Norinchukin Bank, The | 24,168 | $2.11M | 0.02% | +1,449+6.4% | Added |
| Kestra Advisory Services, LLC | 24,181 | $2.11M | 0.01% | +4,625+23.7% | Added |
| M. Kraus & Co | 24,316 | $2.12M | 0.59% | −292−1.2% | Reduced |
| Close Asset Management Ltd | 24,464 | $2.14M | 0.05% | −150−0.6% | Reduced |
| QRG Capital Management, Inc. | 24,553 | $2.14M | 0.02% | +3,157+14.8% | Added |
| Kentucky Retirement Systems | 24,811 | $2.17M | 0.06% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 24,875 | $2.17M | 0.15% | +24,875 | New |
| Crossmark Global Holdings, Inc. | 24,907 | $2.18M | 0.03% | +2,331+10.3% | Added |
| Summit Trail Advisors, LLC | 24,929 | $2.18M | 0.04% | −4,098−14.1% | Reduced |
| Evercore Wealth Management, LLC | 25,441 | $2.22M | 0.03% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 25,739 | $2.25M | 0.02% | +845+3.4% | Added |
| Ashton Thomas Securities, LLC | 26,462 | $2.32M | 0.44% | +7,216+37.5% | Added |
| Delta Global Management LP | 26,657 | $2.33M | 0.17% | −1,382−4.9% | Reduced |
| Horizon Investments, LLC | 26,993 | $2.36M | 0.03% | +2,391+9.7% | Added |
| CenterBook Partners LP | 27,007 | $2.36M | 0.12% | +12,262+83.2% | Added |
| Letson Investment Management, Inc. | 27,266 | $2.38M | 0.87% | −1,167−4.1% | Reduced |
| FORA Capital, LLC | 23,191 | $2.38M | 0.29% | +13,603+141.9% | Added |
| Allstate Corp | 27,860 | $2.43M | 0.03% | +13,866+99.1% | Added |
| DMKC Advisory Services, LLC | 27,949 | $2.44M | 1.07% | +4,470+19.0% | Added |
| Jones Financial Companies LLLP | 28,115 | $2.46M | 0.00% | +4,994+21.6% | Added |
| Polymer Capital Management (US) LLC | 28,583 | $2.50M | 0.32% | +8,638+43.3% | Added |
| EFG International AG | 28,809 | $2.52M | 0.05% | +28,809 | New |
| Mizuho Securities USA LLC | 28,377 | $2.52M | 0.04% | −208−0.7% | Reduced |
| Merit Financial Group, LLC | 28,906 | $2.52M | 0.02% | +405+1.4% | Added |
| LRI Investments, LLC | 29,002 | $2.53M | 0.20% | −228−0.8% | Reduced |
| Lecap Asset Management Ltd | 29,055 | $2.54M | 1.01% | +1,948+7.2% | Added |
| Silvercrest Asset Management Group LLC | 29,170 | $2.55M | 0.02% | +1,282+4.6% | Added |
| Investment Management Corp of Ontario | 29,392 | $2.57M | 0.03% | +10,860+58.6% | Added |
| Brown Shipley& Co Ltd | 30,012 | $2.62M | 1.40% | −1,833−5.8% | Reduced |
| Canada Post Corp Registered Pension Plan | 30,048 | $2.62M | 0.10% | −53−0.2% | Reduced |
| Verition Fund Management LLC | 30,321 | $2.65M | 0.01% | −213,892−87.6% | Reduced |
| Holocene Advisors, LP | 30,471 | $2.66M | 0.01% | −32,373−51.5% | Reduced |
| Fiduciary Trust Co | 30,582 | $2.67M | 0.03% | −556−1.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,778 | $2.69M | 0.01% | +1,645+5.6% | Added |
| Allworth Financial LP | 31,056 | $2.71M | 0.01% | −450−1.4% | Reduced |
| Cambient Family Office, LLC | 31,153 | $2.72M | 0.39% | +31,153 | New |
| Shelter Mutual Insurance Co | 31,200 | $2.73M | 0.61% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 31,246 | $2.73M | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 31,254 | $2.73M | 0.01% | −8,408−21.2% | Reduced |
| Regions Financial Corp | 31,520 | $2.75M | 0.02% | −3,078−8.9% | Reduced |
| Oxbow Advisors, LLC | 31,706 | $2.77M | 0.24% | +240+0.8% | Added |
| Sheets Smith Wealth Management | 32,775 | $2.86M | 0.31% | −2,000−5.8% | Reduced |
| Circle Wealth Management, LLC | 32,851 | $2.87M | 0.04% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 32,857 | $2.87M | 0.14% | +17,912+119.9% | Added |
| STRS Ohio | 33,047 | $2.89M | 0.01% | +23,598+249.7% | Added |
| Baird Financial Group, Inc. | 33,184 | $2.90M | 0.00% | +1,379+4.3% | Added |
| Liberty Capital Management, Inc. | 34,094 | $2.98M | 0.55% | +281+0.8% | Added |
| Bryn Mawr Trust Co | 34,260 | $2.99M | 0.07% | +24,175+239.7% | Added |
| JustInvest LLC | 34,397 | $3.00M | 0.03% | −4,444−11.4% | Reduced |
| Rafferty Asset Management, LLC | 34,716 | $3.03M | 0.01% | −589−1.7% | Reduced |
| Wealthfront Advisers LLC | 34,855 | $3.04M | 0.01% | −1,324−3.7% | Reduced |
| Wesbanco Bank Inc | 34,984 | $3.06M | 0.08% | +334+1.0% | Added |
| Banco Santander, S.A. | 35,259 | $3.08M | 0.02% | −516−1.4% | Reduced |
| Alps Advisors Inc | 35,691 | $3.12M | 0.02% | −217−0.6% | Reduced |
| Two Sigma Advisers, LP | 35,700 | $3.12M | 0.01% | −84,000−70.2% | Reduced |
| Brinker Capital Investments, LLC | 36,200 | $3.16M | 0.02% | −5,122−12.4% | Reduced |
| First Manhattan Co | 36,711 | $3.21M | 0.01% | −2,630−6.7% | Reduced |
| Evoke Wealth, LLC | 36,779 | $3.21M | 0.06% | −1,391−3.6% | Reduced |
| Public Employees Retirement Association of Colorado | 36,869 | $3.22M | 0.01% | −13,719−27.1% | Reduced |
| Agf Management Ltd | 38,098 | $3.33M | 0.01% | −4,040−9.6% | Reduced |
| Wesleyan Assurance Society | 38,100 | $3.33M | 0.19% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 40,373 | $3.53M | 0.01% | −565−1.4% | Reduced |
| Farmers & Merchants Investments Inc | 40,589 | $3.55M | 0.10% | −200−0.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 40,848 | $3.57M | 0.03% | +801+2.0% | Added |
| Mutual of America Capital Management LLC | 41,857 | $3.66M | 0.04% | −698−1.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 41,938 | $3.66M | 0.12% | −1,314−3.0% | Reduced |
| Empowered Funds, LLC | 42,122 | $3.68M | 0.06% | +12,684+43.1% | Added |
| CIBC World Markets Inc. | 43,108 | $3.77M | 0.01% | +6,778+18.7% | Added |
| Ethic Inc. | 43,237 | $3.78M | 0.06% | −3,812−8.1% | Reduced |
| Atlantic Union Bankshares Corp | 43,499 | $3.80M | 0.07% | −2,641−5.7% | Reduced |
| Truist Financial Corp | 43,547 | $3.80M | 0.01% | −1,368−3.0% | Reduced |
| Kanawha Capital Management LLC | 43,599 | $3.81M | 0.26% | −2,689−5.8% | Reduced |
| Spirepoint Private Client, LLC | 44,243 | $3.86M | 0.37% | +1,101+2.6% | Added |
| O'Shaughnessy Asset Management, LLC | 44,559 | $3.89M | 0.02% | −3,022−6.4% | Reduced |
| Oregon Public Employees Retirement Fund | 44,623 | $3.90M | 0.05% | −200−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 44,664 | $3.90M | 0.00% | +1,925+4.5% | Added |
| McMillan Office, Inc. | 44,825 | $3.92M | 0.47% | +44,825 | New |
| AIA Group Ltd | 45,013 | $3.93M | 0.06% | +45,013 | New |
| Caxton Associates LLP | 45,059 | $3.94M | 0.08% | +42,382+1,583.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 45,374 | $3.96M | 0.09% | +45,374 | New |
| State of Tennessee, Treasury Department | 46,557 | $3.98M | 0.01% | −29,759−39.0% | Reduced |
| Pathstone Holdings, LLC | 45,741 | $4.00M | 0.02% | −1,055−2.3% | Reduced |
| Aviso Financial Inc. | 46,621 | $4.07M | 0.15% | −3,727−7.4% | Reduced |
| Yousif Capital Management, LLC | 46,231 | $4.07M | 0.04% | −3,034−6.2% | Reduced |
| Davis-Rea Ltd. | 47,574 | $4.16M | 1.04% | +3,321+7.5% | Added |
| Bradley Foster & Sargent Inc | 47,671 | $4.16M | 0.06% | −2,761−5.5% | Reduced |
| Avanza Fonder AB | 48,086 | $4.20M | 0.11% | +7,377+18.1% | Added |
| William Allan, LLC | 49,431 | $4.32M | 2.45% | +281+0.6% | Added |
| State of Alaska, Department of Revenue | 49,767 | $4.35M | 0.05% | −10,341−17.2% | Reduced |
| Lifeworks Advisors, LLC | 49,854 | $4.35M | 0.56% | +2,821+6.0% | Added |
| Cohen Capital Management, Inc. | 49,896 | $4.36M | 0.66% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 50,022 | $4.37M | 0.02% | +349+0.7% | Added |
| Public Sector Pension Investment Board | 50,276 | $4.39M | 0.01% | +16,541+49.0% | Added |
| Financial Advisors Network, Inc. | 50,393 | $4.40M | 0.60% | +485+1.0% | Added |
| Quest Partners LLC | 50,856 | $4.44M | 0.25% | +16,862+49.6% | Added |