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 |
|---|---|---|---|---|---|
| Fiera Capital Corp | 5,020,052 | $438.5M | 1.39% | −124,171−2.4% | Reduced |
| JPMorgan Chase & Co | 6,033,991 | $527.1M | 0.04% | −1,487,120−19.8% | Reduced |
| Massachusetts Financial Services Co | 6,843,069 | $597.7M | 0.19% | −248,945−3.5% | Reduced |
| Franklin Resources Inc | 7,842,153 | $685.0M | 0.17% | +422,519+5.7% | Added |
| Norges Bank | 8,816,541 | $770.1M | 0.08% | +8,816,541 | New |
| Geode Capital Management, LLC | 10,788,225 | $945.0M | 0.06% | +29,636+0.3% | Added |
| Morgan Stanley | 12,675,067 | $1.11B | 0.07% | −403,770−3.1% | Reduced |
| Alliancebernstein L.P. | 15,186,158 | $1.33B | 0.42% | −1,751,879−10.3% | Reduced |
| State Street Corp | 16,128,197 | $1.41B | 0.05% | +121,207+0.8% | Added |
| BlackRock, Inc. | 33,577,608 | $2.93B | 0.05% | +1,466,831+4.6% | Added |
| Vanguard Group Inc | 48,636,836 | $4.25B | 0.06% | +10,0380.0% | Added |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −775,000−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −81,800−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −67,057−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −56,837−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −54,321−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −45,805−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −32,860−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −18,084−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −14,575−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −13,813−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −13,001−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −11,769−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −11,304−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,305−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −9,515−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,607−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −8,596−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −6,901−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −4,455−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −4,309−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −3,673−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,612−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −3,361−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −3,340−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −3,101−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −2,998−100.0% | Sold out |
| Jackson Thornton Asset Management, LLC | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| Dover Advisors, LLC | 0 | $0 | 0.00% | −2,702−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −2,676−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −2,564−100.0% | Sold out |
| Acropolis Investment Management, LLC | 0 | $0 | 0.00% | −2,363−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,509−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −2,518−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −2,471−100.0% | Sold out |
| Chemung Canal Trust Co | 0 | $0 | 0.00% | −2,470−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −2,386−100.0% | Sold out |
| Patton Albertson Miller Group, LLC | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −2,293−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −2,245−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −2,214−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −2,193−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −2,188−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −1,355−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −814−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −594−100.0% | Sold out |
| Hopwood Financial Services, Inc. | 0 | $0 | 0.00% | −562−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Breakwater Investment Management | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Syntax Research, Inc. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Cheviot Value Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Pinebridge Investments, L.P. | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Pinnacle Financial Partners Inc | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Eisler Capital Management Ltd. | – | – | – | – | Not filed |
| EFG Asset Management (Americas) Corp. | – | – | – | – | Not filed |