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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,214 | $291.0K | 0.00% | −15,934−83.2% | Reduced |
| Strategic Planning, Inc. | 3,335 | $291.3K | 0.16% | −166−4.7% | Reduced |
| Defined Wealth Management, LLC | 3,337 | $291.5K | 0.17% | −10.0% | Reduced |
| Bokf, NA | 3,347 | $292.4K | 0.00% | −481−12.6% | Reduced |
| Kraematon Investment Advisors, Inc | 3,364 | $293.8K | 0.23% | −527−13.5% | Reduced |
| Ellevest, Inc. | 3,375 | $294.8K | 0.04% | −1,181−25.9% | Reduced |
| Farmers National Bank | 3,375 | $294.8K | 0.07% | 00.0% | Unchanged |
| Fruth Investment Management | 3,403 | $297.0K | 0.08% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,407 | $297.6K | 0.05% | −145−4.1% | Reduced |
| Americana Partners, LLC | 3,408 | $297.7K | 0.01% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,430 | $299.6K | 0.06% | −75−2.1% | Reduced |
| Parcion Private Wealth LLC | 3,435 | $300.0K | 0.02% | −217−5.9% | Reduced |
| Miller Financial Services LLC | 3,445 | $300.9K | 0.35% | −250−6.8% | Reduced |
| Great Diamond Partners, LLC | 3,447 | $301.1K | 0.06% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 3,460 | $302.2K | 0.01% | +1,262+57.4% | Added |
| Addison Advisors LLC | 3,460 | $302.2K | 0.07% | −17−0.5% | Reduced |
| BSW Wealth Partners | 3,495 | $305.3K | 0.04% | −610−14.9% | Reduced |
| Menora Mivtachim Holdings Ltd. | 3,500 | $305.7K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,502 | $305.9K | 0.03% | −1,912−35.3% | Reduced |
| Profund Advisors LLC | 3,516 | $307.1K | 0.01% | −603−14.6% | Reduced |
| Sterneck Capital Management, LLC | 3,520 | $307.5K | 0.14% | +432+14.0% | Added |
| Kinneret Advisory, LLC | 3,542 | $309.4K | 0.03% | −97−2.7% | Reduced |
| Mystic Asset Management, Inc. | 3,549 | $310.0K | 0.07% | −534−13.1% | Reduced |
| Fidelis Capital Partners, LLC | 3,550 | $310.1K | 0.02% | +108+3.1% | Added |
| Holderness Investments Co | 3,552 | $310.3K | 0.06% | −72−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,577 | $312.5K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,588 | $313.4K | 0.00% | −270−7.0% | Reduced |
| Wealthspire Advisors, LLC | 3,601 | $314.5K | 0.00% | +1,640+83.6% | Added |
| GSB Wealth Management, LLC | 3,603 | $314.7K | 0.07% | +14+0.4% | Added |
| DRW Securities, LLC | 3,616 | $315.9K | 0.02% | +734+25.5% | Added |
| LGT Group Foundation | 3,606 | $317.4K | 0.00% | −1,700−32.0% | Reduced |
| Ritholtz Wealth Management | 3,680 | $321.4K | 0.01% | +843+29.7% | Added |
| Boston Trust Walden Corp | 3,698 | $323.0K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 3,700 | $323.2K | 0.00% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 3,713 | $324.3K | 0.22% | −63−1.7% | Reduced |
| Fiduciary Group LLC | 3,738 | $326.5K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 3,766 | $328.9K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,820 | $333.7K | 0.10% | −3,501−47.8% | Reduced |
| Sovereign Financial Group, Inc. | 3,823 | $334.0K | 0.06% | −30−0.8% | Reduced |
| Cigna Investments Inc | 3,824 | $334.0K | 0.05% | 00.0% | Unchanged |
| Trust Co of Virginia | 3,825 | $334.1K | 0.03% | −114−2.9% | Reduced |
| First Western Trust Bank | 3,826 | $334.2K | 0.02% | −1,116−22.6% | Reduced |
| Fortune Financial Advisors, LLC | 3,828 | $334.4K | 0.23% | +10.0% | Added |
| King Luther Capital Management Corp | 3,838 | $335.2K | 0.00% | +3,838 | New |
| Westpac Banking Corp | 3,856 | $336.8K | 0.02% | 00.0% | Unchanged |
| Rexford Capital Inc | 3,861 | $337.3K | 0.26% | +32+0.8% | Added |
| Beese Fulmer Investment Management, Inc. | 3,886 | $339.4K | 0.02% | +3,886 | New |
| Radnor Capital Management, LLC | 3,892 | $340.0K | 0.05% | −140−3.5% | Reduced |
| Rialto Wealth Management, LLC | 3,897 | $340.4K | 0.08% | +10.0% | Added |
| Atwood & Palmer Inc | 3,925 | $342.8K | 0.02% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,929 | $343.0K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 3,968 | $346.6K | 0.02% | −27−0.7% | Reduced |
| Skopos Labs, Inc. | 3,977 | $349.7K | 0.02% | +1,570+65.2% | Added |
| Knollwood Investment Advisory, LLC | 4,008 | $350.1K | 0.03% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,010 | $350.3K | 0.02% | +505+14.4% | Added |
| Wendell David Associates Inc | 4,027 | $352.0K | 0.04% | −1,196−22.9% | Reduced |
| Hancock Whitney Corp | 4,036 | $352.5K | 0.01% | 00.0% | Unchanged |
| 1st Source Bank | 4,045 | $353.3K | 0.02% | −471−10.4% | Reduced |
| Checchi Capital Advisers, LLC | 4,047 | $353.5K | 0.02% | +14+0.3% | Added |
| Busey Wealth Management | 4,053 | $354.0K | 0.01% | +254+6.7% | Added |
| GTS Securities LLC | 4,066 | $355.2K | 0.01% | +4,066 | New |
| Verdence Capital Advisors LLC | 4,093 | $357.5K | 0.02% | −20.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,113 | $359.3K | 0.01% | +63+1.6% | Added |
| Robertson Stephens Wealth Management, LLC | 4,117 | $359.7K | 0.01% | +4,117 | New |
| QSV Equity Investors LLC | 4,129 | $360.7K | 0.53% | −178−4.1% | Reduced |
| Jefferies Financial Group Inc. | 4,131 | $360.8K | 0.00% | +4,131 | New |
| Shakespeare Wealth Management, Inc. | 4,142 | $361.8K | 0.08% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,144 | $362.0K | 0.02% | +210+5.3% | Added |
| Osmosis Investment Management UK Ltd | 4,159 | $363.3K | 0.01% | +4,159 | New |
| NorthRock Partners, LLC | 4,162 | $363.6K | 0.01% | −6,346−60.4% | Reduced |
| Pointe Capital Management LLC | 4,202 | $367.0K | 0.18% | −124−2.9% | Reduced |
| Fortress Private Ledger, LLC | 4,247 | $371.0K | 0.12% | +1,045+32.6% | Added |
| Hilltop Holdings Inc. | 4,260 | $372.1K | 0.02% | −206−4.6% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,270 | $373.0K | 0.19% | +4,270 | New |
| Drexel Morgan & Co. | 4,288 | $374.6K | 0.06% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,297 | $375.3K | 0.04% | +4,297 | New |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $375.6K | 0.10% | 00.0% | Unchanged |
| Viewpoint Investment Partners Corp | 4,300 | $375.6K | 0.18% | +4,300 | New |
| Washington Trust Co | 4,378 | $382.4K | 0.01% | −12−0.3% | Reduced |
| HBK Sorce Advisory LLC | 4,257 | $382.5K | 0.01% | −107−2.5% | Reduced |
| Independent Financial Group, LLC | 4,387 | $383.2K | 0.01% | +395+9.9% | Added |
| Texas Bank & Trust Co | 4,400 | $384.3K | 0.14% | 00.0% | Unchanged |
| Excalibur Management Corp | 4,435 | $387.4K | 0.14% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 4,449 | $388.6K | 0.01% | +4,449 | New |
| Advisory Services Network, LLC | 4,465 | $390.1K | 0.01% | −218−4.7% | Reduced |
| Valley Brook Capital Group | 4,470 | $390.5K | 0.26% | −595−11.7% | Reduced |
| Choate Investment Advisors | 4,474 | $390.8K | 0.01% | −121−2.6% | Reduced |
| Atom Investors LP | 4,492 | $392.4K | 0.03% | −18,416−80.4% | Reduced |
| Everett Harris & Co | 4,518 | $394.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4,531 | $395.8K | 0.04% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 4,536 | $399.2K | 0.01% | −6,156−57.6% | Reduced |
| Beck Mack & Oliver LLC | 4,582 | $400.2K | 0.01% | −132−2.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,585 | $400.5K | 0.00% | −438−8.7% | Reduced |
| Evolve Private Wealth, LLC | 4,594 | $401.3K | 0.02% | +4,594 | New |
| Intellectus Partners, LLC | 4,601 | $401.9K | 0.08% | +1,419+44.6% | Added |
| Core Wealth Partners LLC | 4,670 | $407.9K | 0.18% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,714 | $411.8K | 0.01% | +179+3.9% | Added |
| Signaturefd, LLC | 4,724 | $412.6K | 0.01% | −97−2.0% | Reduced |
| Moors & Cabot, Inc. | 4,741 | $414.1K | 0.02% | +126+2.7% | Added |
| Chicago Partners Investment Group LLC | 4,625 | $420.8K | 0.01% | +810+21.2% | Added |