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 |
|---|---|---|---|---|---|
| Kuhn & Co Investment Counsel | 2,609 | $227.9K | 0.15% | +2,609 | New |
| Colonial Trust Co | 2,616 | $228.5K | 0.03% | −39−1.5% | Reduced |
| Panagora Asset Management Inc | 2,627 | $229.5K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,630 | $229.7K | 0.03% | +2,630 | New |
| Sky-Mountain Capital Management, Inc. | 2,540 | $230.1K | 0.15% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 2,637 | $230.3K | 0.09% | +9+0.3% | Added |
| Montecito Bank & Trust | 2,640 | $230.6K | 0.04% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 2,646 | $231.1K | 0.03% | +2,646 | New |
| Burke & Herbert Bank & Trust Co | 2,649 | $231.4K | 0.06% | +2,649 | New |
| Mengis Capital Management, Inc. | 2,650 | $231.5K | 0.04% | 00.0% | Unchanged |
| Adviser Investments LLC | 2,653 | $231.7K | 0.00% | −149−5.3% | Reduced |
| LCM Capital Management Inc | 2,670 | $233.2K | 0.11% | −232−8.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 2,683 | $234.4K | 0.01% | +2,683 | New |
| Charter Oak Capital Management, LLC | 2,684 | $234.5K | 0.02% | −50−1.8% | Reduced |
| Eagle Wealth Advisors LLC | 2,685 | $234.5K | 0.20% | +2,685 | New |
| Riverwater Partners LLC | 2,692 | $235.2K | 0.09% | −32−1.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,695 | $235.4K | 0.01% | −98−3.5% | Reduced |
| McDonald Partners LLC | 2,702 | $236.0K | 0.07% | −87−3.1% | Reduced |
| Legacy Trust | 2,715 | $237.2K | 0.04% | +2,715 | New |
| Coldstream Capital Management Inc | 2,723 | $237.9K | 0.00% | −53−1.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 2,727 | $238.2K | 0.01% | +165+6.4% | Added |
| Mission Wealth Management, LP | 2,728 | $238.3K | 0.00% | +25+0.9% | Added |
| Massmutual Trust Co FSB | 2,730 | $238.5K | 0.01% | +20+0.7% | Added |
| Kingswood Wealth Advisors, LLC | 2,732 | $238.6K | 0.01% | +94+3.6% | Added |
| EntryPoint Capital, LLC | 2,742 | $239.5K | 0.09% | −3,686−57.3% | Reduced |
| Howard Capital Management Inc. | 2,760 | $241.1K | 0.00% | +14+0.5% | Added |
| Axxcess Wealth Management, LLC | 2,762 | $241.3K | 0.00% | −355−11.4% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $241.5K | 0.17% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 2,770 | $242.0K | 0.12% | 00.0% | Unchanged |
| LMR Partners LLP | 2,773 | $242.2K | 0.00% | +2,773 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,777 | $242.6K | 0.00% | −2,628−48.6% | Reduced |
| AE Wealth Management LLC | 2,795 | $244.2K | 0.00% | −154−5.2% | Reduced |
| Reuter James Wealth Management, LLC | 2,805 | $245.0K | 0.03% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 2,806 | $245.1K | 0.02% | −4−0.1% | Reduced |
| Heritage Wealth Management, Inc. | 2,817 | $246.1K | 0.07% | −200−6.6% | Reduced |
| S.A. Mason LLC | 2,819 | $246.3K | 0.10% | +10.0% | Added |
| Crestwood Advisors Group LLC | 2,822 | $246.5K | 0.00% | −10−0.4% | Reduced |
| Teza Capital Management LLC | 2,826 | $246.9K | 0.79% | +2,826 | New |
| Caldwell Trust Co | 2,833 | $247.5K | 0.02% | −1,200−29.8% | Reduced |
| Wick Capital Partners, LLC | 2,843 | $248.3K | 0.04% | +2,843 | New |
| Magnetar Financial LLC | 2,844 | $248.4K | 0.00% | −5,135−64.4% | Reduced |
| Groupama Asset Managment | 2,849 | $248.9K | 0.00% | −295−9.4% | Reduced |
| Tritonpoint Wealth, LLC | 2,890 | $252.4K | 0.03% | −614−17.5% | Reduced |
| JM2 Capital Inc. | 2,902 | $253.5K | 0.20% | +2,902 | New |
| Signature Wealth Management Partners, LLC | 2,910 | $254.2K | 0.13% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,910 | $254.2K | 0.01% | +2,910 | New |
| City Holding Co | 2,911 | $254.3K | 0.03% | −722−19.9% | Reduced |
| NTV Asset Management LLC | 2,912 | $254.4K | 0.03% | −78−2.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,912 | $254.4K | 0.01% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 2,916 | $254.7K | 0.07% | −245−7.8% | Reduced |
| Copeland Capital Management, LLC | 2,926 | $255.6K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 2,931 | $256.0K | 0.01% | −147−4.8% | Reduced |
| Boston Family Office LLC | 2,942 | $257.0K | 0.02% | −520−15.0% | Reduced |
| Employees Retirement System of Texas | 2,947 | $257.0K | 0.00% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,949 | $257.6K | 0.10% | −50−1.7% | Reduced |
| Advisor OS, LLC | 2,965 | $259.0K | 0.02% | −206−6.5% | Reduced |
| Apella Capital, LLC | 2,980 | $260.3K | 0.01% | +2,980 | New |
| Integrity Alliance, LLC. | 2,988 | $261.1K | 0.01% | −334−10.1% | Reduced |
| Systematic Financial Management LP | 3,000 | $262.1K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $262.1K | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $262.1K | 0.05% | 00.0% | Unchanged |
| Corient IA LLC | 3,000 | $262.1K | 0.25% | 00.0% | Unchanged |
| Becker Capital Management Inc | 3,002 | $262.2K | 0.01% | +3,002 | New |
| Hazlett, Burt & Watson, Inc. | 3,012 | $263.0K | 0.08% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,021 | $263.9K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,023 | $264.1K | 0.01% | +420+16.1% | Added |
| General Partner, Inc. | 3,029 | $264.6K | 0.15% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,033 | $265.0K | 0.01% | +306+11.2% | Added |
| Tower Bridge Advisors | 3,034 | $265.0K | 0.03% | −37−1.2% | Reduced |
| St Germain D J Co Inc | 3,044 | $265.9K | 0.01% | +58+1.9% | Added |
| IHT Wealth Management, LLC | 3,045 | $266.0K | 0.01% | −64−2.1% | Reduced |
| Journey Strategic Wealth LLC | 3,047 | $266.2K | 0.01% | +174+6.1% | Added |
| Roundview Capital LLC | 3,069 | $268.1K | 0.02% | −8,934−74.4% | Reduced |
| Scientech Research LLC | 3,073 | $268.4K | 0.17% | +3,073 | New |
| Mitchell McLeod Pugh & Williams Inc | 2,991 | $268.7K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,092 | $270.1K | 0.00% | −279−8.3% | Reduced |
| HORAN Wealth, LLC | 3,096 | $270.4K | 0.04% | +2+0.1% | Added |
| Sentinus, LLC | 3,098 | $270.6K | 0.03% | +3,098 | New |
| Sage Mountain Advisors LLC | 3,110 | $271.7K | 0.01% | −755−19.5% | Reduced |
| Riversedge Advisors, LLC | 3,120 | $272.5K | 0.04% | +58+1.9% | Added |
| Ninety One North America, Inc. | 3,122 | $272.7K | 0.01% | −1,000−24.3% | Reduced |
| First National Bank of Omaha | 3,102 | $273.0K | 0.01% | +3,102 | New |
| nVerses Capital, LLC | 3,129 | $273.3K | 0.61% | +3,129 | New |
| Founders Financial Securities LLC | 3,130 | $273.4K | 0.02% | +148+5.0% | Added |
| PFG Investments, LLC | 3,131 | $273.5K | 0.01% | −385−10.9% | Reduced |
| BTG Pactual Asset Management US LLC | 3,153 | $275.4K | 0.03% | +3,153 | New |
| J. Team Financial, Inc. | 3,161 | $276.1K | 0.28% | +152+5.1% | Added |
| Ferguson Wellman Capital Management, Inc | 3,164 | $276.4K | 0.00% | −771−19.6% | Reduced |
| Foster & Motley Inc | 3,218 | $281.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,217 | $281.0K | 0.08% | +124+4.0% | Added |
| Invesco, LLC | 3,222 | $281.4K | 0.09% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,229 | $282.1K | 0.01% | −318−9.0% | Reduced |
| Phoenix Holdings Ltd. | 3,241 | $283.1K | 0.00% | +623+23.8% | Added |
| TCTC Holdings, LLC | 3,249 | $283.8K | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,258 | $284.6K | 0.00% | +131+4.2% | Added |
| Resonant Capital Advisors, LLC | 3,272 | $285.8K | 0.02% | −512−13.5% | Reduced |
| Mather Group, LLC. | 3,281 | $286.6K | 0.00% | +371+12.7% | Added |
| First Citizens Bank & Trust Co | 3,283 | $286.8K | 0.01% | +371+12.7% | Added |
| Aberdeen Wealth Management LLC | 3,299 | $288.2K | 0.13% | 00.0% | Unchanged |
| Howland Capital Management LLC | 3,324 | $290.3K | 0.01% | +72+2.2% | Added |