Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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.

Institutional holdersQ4 2025: 1,311 institutions

Value heldQ4 2025: $30.9B

Institutions holding OTIS and their total value by quarter
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.

Institutions holding OTIS in Q4 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
LGT Financial Advisors LLC	71	$6.17K	0.04%	+1+1.4%	Added
Cornerstone Financial Management LLC	71	$6.20K	0.01%	+71	New
Fourth Dimension Wealth, LLC	72	$6.29K	0.00%	00.0%	Unchanged
LFA - Lugano Financial Advisors SA	75	$6.55K	0.00%	00.0%	Unchanged
Wilkerson Advisory Group LLC	78	$6.81K	0.00%	+78	New
Rossby Financial, LCC	79	$6.90K	0.00%	+31+64.6%	Added
High Note Wealth, LLC	80	$6.99K	0.00%	−1−1.2%	Reduced
BOK Financial Private Wealth, Inc.	80	$6.99K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	80	$6.99K	0.00%	00.0%	Unchanged
Howard Hughes Medical Institute	84	$7.34K	0.00%	−1−1.2%	Reduced
Signature Equity Partners, LLC	85	$7.42K	0.00%	+85	New
Kayne Anderson Rudnick Investment Management LLC	86	$7.51K	0.00%	00.0%	Unchanged
Park Place Capital Corp	86	$7.51K	0.00%	00.0%	Unchanged
Coastline Trust Co	90	$7.86K	0.00%	00.0%	Unchanged
Family CFO Inc	93	$8.12K	0.00%	+93	New
Duncker Streett & Co Inc	97	$8.47K	0.00%	00.0%	Unchanged
SHP Wealth Management	100	$8.71K	0.00%	+100	New
Lavaca Capital LLC	100	$8.73K	0.00%	−69−40.8%	Reduced
Global Wealth Strategies & Associates	100	$8.73K	0.00%	00.0%	Unchanged
YANKCOM Partnership	100	$8.73K	0.00%	00.0%	Unchanged
VSM Wealth Advisory, LLC	100	$8.73K	0.00%	00.0%	Unchanged
Kentucky Trust Co	100	$8.73K	0.00%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	100	$8.73K	0.00%	+100	New
CKW Financial Group	103	$9.00K	0.00%	00.0%	Unchanged
Swiss Re Ltd	104	$9.08K	0.00%	+104	New
Rosenberg Matthew Hamilton	107	$9.35K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	110	$9.61K	0.00%	00.0%	Unchanged
Dorato Capital Management	110	$9.89K	0.01%	+110	New
Garner Asset Management Corp	119	$10.4K	0.00%	+119	New
Sittner & Nelson, LLC	118	$10.6K	0.00%	00.0%	Unchanged
Kemnay Advisory Services Inc.	123	$10.7K	0.00%	+123	New
Clean Yield Group	134	$11.7K	0.00%	−27−16.8%	Reduced
Turning Point Benefit Group, Inc.	135	$11.8K	0.01%	−3−2.2%	Reduced
Armstrong Advisory Group, Inc	138	$12.1K	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	140	$12.2K	0.01%	+1+0.7%	Added
CNB Bank	141	$12.3K	0.01%	00.0%	Unchanged
Edmond de Rothschild Holding S.A.	150	$13.1K	0.00%	00.0%	Unchanged
Walsh & Associates, LLC	150	$13.1K	0.01%	+150	New
Johnson Financial Group, Inc.	158	$13.8K	0.00%	+77+95.1%	Added
Rachor Investment Advisory Services, LLC	160	$14.0K	0.01%	+160	New
Optima Capital LLC	160	$14.0K	0.01%	+160	New
Merrithew & Thorsten Inc	163	$14.0K	0.01%	+163	New
Cranbrook Wealth Management, LLC	162	$14.2K	0.00%	00.0%	Unchanged
Tanglewood Legacy Advisors, LLC	167	$14.6K	0.01%	00.0%	Unchanged
Tompkins Financial Corp	167	$14.6K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	173	$15.1K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	174	$15.2K	0.00%	+20+13.0%	Added
Highline Wealth Partners LLC	176	$15.4K	0.00%	−6−3.3%	Reduced
Sound Income Strategies, LLC	172	$15.5K	0.00%	+29+20.3%	Added
Thurston, Springer, Miller, Herd & Titak, Inc.	177	$15.5K	0.01%	+134+311.6%	Added
Chilton Capital Management LLC	179	$15.6K	0.00%	−59−24.8%	Reduced
Financial Perspectives, Inc	180	$15.7K	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	184	$16.1K	0.00%	+126+217.2%	Added
Entrust Financial LLC	187	$16.3K	0.01%	+187	New
Salomon & Ludwin, LLC	188	$16.8K	0.00%	−2−1.1%	Reduced
West Branch Capital LLC	192	$16.8K	0.00%	−40−17.2%	Reduced
Hara Capital LLC	195	$17.0K	0.01%	00.0%	Unchanged
Nemes Rush Group LLC	197	$17.2K	0.00%	−100−33.7%	Reduced
Red Tortoise LLC	198	$17.3K	0.01%	00.0%	Unchanged
Barrett & Company, Inc.	200	$17.5K	0.01%	00.0%	Unchanged
Olistico Wealth, LLC	200	$17.5K	0.01%	+200	New
TD Capital Management LLC	202	$17.7K	0.00%	+1+0.5%	Added
Sunbelt Securities, Inc.	203	$17.7K	0.00%	−20−9.0%	Reduced
Birchbrook, Inc.	212	$18.5K	0.01%	00.0%	Unchanged
Clayton Financial Group LLC	216	$18.9K	0.01%	00.0%	Unchanged
Curat Global, LLC	217	$19.0K	0.02%	00.0%	Unchanged
UMA Financial Services, Inc.	221	$19.3K	0.00%	−118−34.8%	Reduced
Newbridge Financial Services Group, Inc.	222	$19.4K	0.00%	−88−28.4%	Reduced
DT Investment Partners, LLC	227	$19.8K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	230	$20.1K	0.01%	00.0%	Unchanged
Bravera Wealth	230	$20.1K	0.01%	+230	New
Fideuram Asset Management (Ireland) dac	222	$20.2K	0.00%	+222	New
Central Pacific Bank - Trust Division	235	$20.5K	0.00%	00.0%	Unchanged
Crews Bank & Trust	235	$20.5K	0.00%	00.0%	Unchanged
Global X Japan Co., Ltd.	236	$20.6K	0.00%	+149+171.3%	Added
Plante Moran Financial Advisors, LLC	237	$20.7K	0.00%	−76−24.3%	Reduced
Acumen Wealth Advisors, LLC	240	$21.0K	0.01%	+240	New
Consultiva Wealth Management, Corp.	245	$21.4K	0.06%	00.0%	Unchanged
Mascoma Wealth Management LLC	250	$21.8K	0.00%	−50−16.7%	Reduced
Concord Wealth Partners	250	$21.8K	0.00%	00.0%	Unchanged
Cetera Trust Company, N.A	250	$21.8K	0.01%	00.0%	Unchanged
Measured Wealth Private Client Group, LLC	251	$21.9K	0.01%	00.0%	Unchanged
Wall Street Access Asset Management, LLC	253	$22.1K	0.01%	00.0%	Unchanged
Cary Street Partner Investment Advisory LLC	260	$22.7K	0.01%	−3−1.1%	Reduced
Activest Wealth Management	261	$22.8K	0.00%	+228+690.9%	Added
GW&K Investment Management, LLC	280	$24.0K	0.00%	+19+7.3%	Added
First United Bank Trust	275	$24.0K	0.01%	00.0%	Unchanged
Pinnacle Wealth Planning Services, Inc.	288	$25.2K	0.00%	+288	New
Golden State Wealth Management, LLC	289	$25.3K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	293	$25.6K	0.01%	−76−20.6%	Reduced
Missouri Trust & Investment Co	295	$25.8K	0.01%	00.0%	Unchanged
Investment Research & Advisory Group, Inc.	290	$25.9K	0.01%	−991−77.4%	Reduced
Old Second National Bank of Aurora	300	$26.2K	0.01%	00.0%	Unchanged
Camelot Portfolios, LLC	300	$26.2K	0.02%	+300	New
United Community Bank	305	$26.6K	0.01%	−8−2.6%	Reduced
Abound Wealth Management	308	$26.9K	0.01%	−34−9.9%	Reduced
Garton & Associates Financial Advisors LLC	311	$27.2K	0.02%	+311	New
Intelligent Financial Strategies	316	$27.6K	0.01%	00.0%	Unchanged
Prestige Wealth Management Group LLC	322	$28.1K	0.01%	00.0%	Unchanged
Loomis Sayles & Co L P	323	$28.2K	0.00%	−13−3.9%	Reduced