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 |
|---|---|---|---|---|---|
| Ramirez Asset Management, Inc. | 1,100 | $96.1K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,101 | $96.2K | 0.01% | −171−13.4% | Reduced |
| Ulland Investment Advisors, LLC | 1,113 | $97.0K | 0.08% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 1,112 | $97.1K | 0.08% | 00.0% | Unchanged |
| Onefund, LLC | 1,165 | $101.8K | 0.06% | +63+5.7% | Added |
| Anchor Investment Management, LLC | 1,213 | $106.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,222 | $107.0K | 0.00% | −276−18.4% | Reduced |
| Webster Bank, N. A. | 1,233 | $107.7K | 0.01% | −75−5.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,237 | $108.1K | 0.02% | −24−1.9% | Reduced |
| CVA Family Office, LLC | 1,260 | $110.1K | 0.01% | +2+0.2% | Added |
| Stephenson National Bank & Trust | 1,261 | $110.1K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,266 | $110.6K | 0.05% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,285 | $112.2K | 0.06% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 1,291 | $112.8K | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 1,290 | $113.0K | 0.01% | −50−3.7% | Reduced |
| Quent Capital, LLC | 1,298 | $113.4K | 0.01% | −23−1.7% | Reduced |
| Crewe Advisors LLC | 1,351 | $118.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,365 | $119.2K | 0.01% | +34+2.6% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,366 | $119.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,407 | $123.0K | 0.03% | −24−1.7% | Reduced |
| Leonteq Securities AG | 1,432 | $125.1K | 0.01% | +318+28.5% | Added |
| Financial Consulate, Inc | 1,438 | $125.6K | 0.02% | +17+1.2% | Added |
| Covestor Ltd | 1,442 | $126.0K | 0.07% | +58+4.2% | Added |
| Manchester Capital Management LLC | 1,450 | $126.7K | 0.02% | −20−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,455 | $127.1K | 0.00% | −250−14.7% | Reduced |
| Parkside Financial Bank & Trust | 1,468 | $128.2K | 0.01% | +159+12.1% | Added |
| Exchange Traded Concepts, LLC | 1,473 | $128.7K | 0.00% | +239+19.4% | Added |
| Asset Dedication, LLC | 1,503 | $131.3K | 0.01% | −262−14.8% | Reduced |
| Sentry Investment Management LLC | 1,528 | $133.0K | 0.09% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,541 | $134.6K | 0.04% | −92−5.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,546 | $135.0K | 0.01% | −82−5.0% | Reduced |
| Evelyn Partners Investment Management LLP | 1,565 | $136.7K | 0.00% | +439+39.0% | Added |
| Bank of New Hampshire | 1,579 | $137.9K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,584 | $138.4K | 0.00% | −33−2.0% | Reduced |
| Basecamp Wealth Advisors LLC | 1,590 | $138.9K | 0.03% | +1,590 | New |
| Citizens National Bank Trust Department | 1,610 | $140.6K | 0.02% | 00.0% | Unchanged |
| Trust Co | 1,625 | $141.9K | 0.01% | +1,625 | New |
| Smithfield Trust Co | 1,660 | $142.0K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 1,633 | $142.6K | 0.14% | +1,633 | New |
| SRS Capital Advisors, Inc. | 1,678 | $146.6K | 0.00% | −26,376−94.0% | Reduced |
| Colonial Trust Advisors | 1,720 | $150.2K | 0.01% | −49−2.8% | Reduced |
| Centaurus Financial, Inc. | 1,795 | $157.0K | 0.01% | −32−1.8% | Reduced |
| Broadwater Capital Management LLC | 1,822 | $159.2K | 0.12% | 00.0% | Unchanged |
| South State Corp. | 1,828 | $159.7K | 0.01% | −1−0.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,840 | $160.7K | 0.07% | +111+6.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,850 | $161.6K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,913 | $167.1K | 0.04% | +731+61.8% | Added |
| GHP Investment Advisors, Inc. | 2,083 | $181.9K | 0.01% | −84−3.9% | Reduced |
| Penserra Capital Management LLC | 2,168 | $188.0K | 0.00% | −30−1.4% | Reduced |
| International Assets Investment Management, LLC | 2,161 | $188.7K | 0.01% | +2,161 | New |
| Compagnie Lombard Odier SCmA | 2,268 | $198.1K | 0.00% | +2,268 | New |
| Silicon Valley Capital Partners | 2,272 | $198.5K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,295 | $200.5K | 0.01% | +2,295 | New |
| Icon Wealth Advisors, LLC | 2,260 | $200.7K | 0.01% | +163+7.8% | Added |
| Washington Trust Advisors, Inc. | 2,300 | $200.9K | 0.02% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 2,308 | $201.6K | 0.00% | +60+2.7% | Added |
| Donaldson Capital Management, LLC | 2,309 | $201.7K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,311 | $201.9K | 0.02% | +27+1.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,312 | $202.0K | 0.01% | +2,312 | New |
| Smartleaf Asset Management LLC | 2,295 | $202.1K | 0.01% | +123+5.7% | Added |
| Savvy Advisors, Inc. | 2,317 | $202.4K | 0.01% | −891−27.8% | Reduced |
| Sky Investment Group LLC | 2,326 | $203.2K | 0.03% | +8+0.3% | Added |
| Diversify Advisory Services, LLC | 2,257 | $203.5K | 0.01% | +14+0.6% | Added |
| Dynamic Advisor Solutions LLC | 2,339 | $204.3K | 0.01% | −15−0.6% | Reduced |
| LMCG Investments, LLC | 2,341 | $204.5K | 0.01% | 00.0% | Unchanged |
| Sentry LLC | 2,341 | $204.5K | 0.06% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,346 | $204.9K | 0.05% | +254+12.1% | Added |
| Capital Advantage, Inc. | 2,355 | $205.8K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Partners, LLC | 2,359 | $206.1K | 0.05% | +2,359 | New |
| Enterprise Financial Services Corp | 2,363 | $206.4K | 0.10% | +109+4.8% | Added |
| Claret Asset Management Corp | 2,369 | $207.0K | 0.02% | −6−0.3% | Reduced |
| Manning & Napier Advisors LLC | 2,370 | $207.0K | 0.00% | −54−2.2% | Reduced |
| MSH Capital Advisors LLC | 2,376 | $207.5K | 0.04% | +14+0.6% | Added |
| XTX Topco Ltd | 2,385 | $208.3K | 0.01% | −6,322−72.6% | Reduced |
| PharVision Advisers, LLC | 2,385 | $208.3K | 0.11% | +2,385 | New |
| Dorsey & Whitney Trust CO LLC | 2,387 | $208.5K | 0.01% | −4,337−64.5% | Reduced |
| Quadcap Wealth Management, LLC | 2,412 | $210.7K | 0.02% | +2,412 | New |
| Farmers Trust Co | 2,417 | $211.1K | 0.03% | −186−7.1% | Reduced |
| Premier Path Wealth Partners, LLC | 2,418 | $211.2K | 0.03% | −465−16.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,455 | $214.4K | 0.03% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,464 | $215.2K | 0.01% | +2,464 | New |
| Prospera Financial Services Inc | 2,472 | $216.2K | 0.00% | −14−0.6% | Reduced |
| Fieldview Capital Management, LLC | 2,477 | $216.4K | 0.04% | +2,477 | New |
| Flputnam Investment Management Co | 2,481 | $216.7K | 0.00% | −66−2.6% | Reduced |
| Essential Partners LLC | 2,492 | $217.7K | 0.07% | −253−9.2% | Reduced |
| Leavell Investment Management, Inc. | 2,502 | $218.6K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,513 | $219.5K | 0.07% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 2,513 | $219.5K | 0.05% | +6+0.2% | Added |
| Dana Investment Advisors, Inc. | 2,520 | $220.1K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,521 | $220.2K | 0.00% | −6−0.2% | Reduced |
| Stonebridge Capital Advisors LLC | 2,526 | $220.6K | 0.02% | −104−4.0% | Reduced |
| Keynote Financial Services LLC | 2,532 | $221.2K | 0.12% | 00.0% | Unchanged |
| Essex Savings Bank | 2,535 | $221.4K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 2,537 | $221.6K | 0.03% | 00.0% | Unchanged |
| CSS LLC | 2,560 | $223.6K | 0.01% | +1,100+75.3% | Added |
| Courier Capital LLC | 2,566 | $224.1K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,570 | $224.5K | 0.03% | +201+8.5% | Added |
| Naples Global Advisors, LLC | 2,601 | $227.2K | 0.02% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 2,605 | $227.5K | 0.07% | −10.0% | Reduced |
| Pure Financial Advisors, Inc. | 2,605 | $227.6K | 0.00% | +2,605 | New |