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 |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 328 | $28.7K | 0.00% | +43+15.1% | Added |
| Valley National Advisers Inc | 332 | $29.0K | 0.00% | +9+2.8% | Added |
| Ransom Advisory, Ltd | 336 | $29.4K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 342 | $29.9K | 0.01% | −4−1.2% | Reduced |
| Oakworth Capital, Inc. | 343 | $30.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 345 | $30.1K | 0.00% | −152−30.6% | Reduced |
| Pinnacle Bancorp, Inc. | 346 | $30.2K | 0.01% | +27+8.5% | Added |
| Westside Investment Management, Inc. | 343 | $30.3K | 0.00% | +7+2.1% | Added |
| Paladin Advisory Group, LLC | 353 | $30.8K | 0.02% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 345 | $31.0K | 0.01% | +345 | New |
| Flagship Wealth Advisors, LLC | 368 | $32.1K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 371 | $32.4K | 0.01% | +371 | New |
| Community Bank, N.A. | 375 | $32.8K | 0.00% | −25−6.3% | Reduced |
| Orion Capital Management LLC | 375 | $32.8K | 0.01% | 00.0% | Unchanged |
| Motco | 378 | $33.0K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 382 | $33.4K | 0.00% | +382 | New |
| Reflection Asset Management | 384 | $33.5K | 0.02% | +384 | New |
| SJS Investment Consulting Inc. | 386 | $33.7K | 0.00% | +54+16.3% | Added |
| MidFirst Bank | 395 | $34.5K | 0.00% | +395 | New |
| SageView Advisory Group, LLC | 395 | $34.5K | 0.00% | +395 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 396 | $34.6K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 397 | $34.7K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 399 | $34.9K | 0.00% | +399 | New |
| Wellington Shields Capital Management, LLC | 400 | $34.9K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 400 | $34.9K | 0.03% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 400 | $34.9K | 0.03% | +400 | New |
| MTM Investment Management, LLC | 408 | $35.6K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 409 | $35.7K | 0.00% | +409 | New |
| Financial Network Wealth Advisors LLC | 414 | $36.2K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 426 | $37.2K | 0.01% | +285+202.1% | Added |
| Vision Retirement, LLC | 428 | $37.4K | 0.01% | +428 | New |
| First Community Trust NA | 436 | $38.1K | 0.03% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 449 | $39.2K | 0.02% | +449 | New |
| JNBA Financial Advisors | 454 | $39.7K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 464 | $40.5K | 0.01% | −42−8.3% | Reduced |
| Capital Advisors, Ltd. LLC | 470 | $41.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 473 | $41.3K | 0.02% | −150−24.1% | Reduced |
| Gables Capital Management Inc. | 475 | $41.5K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 477 | $41.6K | 0.00% | +1+0.2% | Added |
| Elyxium Wealth, LLC | 481 | $42.0K | 0.01% | +481 | New |
| First Command Advisory Services, Inc. | 485 | $42.4K | 0.00% | +37+8.3% | Added |
| JFS Wealth Advisors, LLC | 499 | $43.6K | 0.00% | +100+25.1% | Added |
| Cypress Capital Management LLC (WY) | 500 | $43.7K | 0.04% | 00.0% | Unchanged |
| DV Trading LLC | 500 | $43.7K | 0.00% | +500 | New |
| Quaker Wealth Management, LLC | 502 | $43.8K | 0.01% | +4+0.8% | Added |
| Monetary Management Group Inc | 509 | $44.5K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 518 | $45.2K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 538 | $47.0K | 0.02% | −4−0.7% | Reduced |
| DV Equities, LLC | 544 | $47.5K | 0.01% | +544 | New |
| True Wealth Design, LLC | 553 | $48.3K | 0.01% | −297−34.9% | Reduced |
| MCF Advisors LLC | 563 | $49.2K | 0.00% | +498+766.2% | Added |
| SBI Securities Co., Ltd. | 568 | $49.6K | 0.00% | −96−14.5% | Reduced |
| Clear Street Markets LLC | 578 | $50.5K | 0.01% | −98−14.5% | Reduced |
| Key Financial Inc | 578 | $50.5K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 595 | $52.0K | 0.04% | +136+29.6% | Added |
| Evelyn Partners Asset Management Ltd | 599 | $52.3K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 601 | $52.6K | 0.03% | +601 | New |
| DHJJ Financial Advisors, Ltd. | 620 | $54.2K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $54.2K | 0.01% | +196+46.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 620 | $54.2K | 0.01% | +620 | New |
| City State Bank | 624 | $54.5K | 0.01% | −100−13.8% | Reduced |
| Center for Financial Planning, Inc. | 635 | $55.5K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 640 | $55.9K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 650 | $56.8K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 675 | $59.0K | 0.00% | −2−0.3% | Reduced |
| Indiana Trust & Investment Management CO | 676 | $59.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 702 | $61.3K | 0.02% | +1+0.1% | Added |
| Oakmont Corp | 705 | $61.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 705 | $61.6K | 0.00% | +7+1.0% | Added |
| Zions Bancorporation, National Association | 712 | $62.2K | 0.00% | +294+70.3% | Added |
| Bellevue Asset Management, LLC | 716 | $62.5K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 724 | $63.2K | 0.03% | 00.0% | Unchanged |
| First Horizon Corp | 727 | $63.5K | 0.00% | −196−21.2% | Reduced |
| Costello Asset Management, INC | 728 | $63.6K | 0.02% | +1+0.1% | Added |
| Pacifica Partners Inc. | 741 | $65.5K | 0.03% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 750 | $65.5K | 0.05% | +3+0.4% | Added |
| Sawyer & Company, Inc | 750 | $65.5K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 750 | $65.5K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 769 | $67.2K | 0.02% | −418−35.2% | Reduced |
| Atlantic Trust, LLC | 805 | $70.3K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 811 | $70.8K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 820 | $71.6K | 0.02% | +44+5.7% | Added |
| Piscataqua Savings Bank | 822 | $71.8K | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 822 | $71.8K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $72.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 835 | $72.9K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 878 | $76.7K | 0.01% | +16+1.9% | Added |
| Intact Investment Management Inc. | 900 | $78.6K | 0.00% | +900 | New |
| MV Capital Management, Inc. | 905 | $79.1K | 0.01% | +2+0.2% | Added |
| Grove Bank & Trust | 958 | $83.7K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 982 | $85.8K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 997 | $87.0K | 0.01% | −100−9.1% | Reduced |
| Capital Analysts, LLC | 989 | $87.0K | 0.00% | +1+0.1% | Added |
| 1015 Capital Partners, LLC | 1,009 | $88.1K | 0.09% | +1,009 | New |
| Cherry Tree Wealth Management, LLC | 1,011 | $88.3K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,025 | $89.5K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,032 | $90.1K | 0.01% | +365+54.7% | Added |
| First Financial Corp | 1,037 | $90.6K | 0.03% | −35−3.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,041 | $90.9K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,066 | $93.1K | 0.00% | −926−46.5% | Reduced |