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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 4,819 | $420.9K | 0.01% | +133+2.8% | Added |
| TD Waterhouse Canada Inc. | 4,843 | $423.0K | 0.00% | +187+4.0% | Added |
| MQS Management LLC | 4,864 | $424.9K | 0.25% | +4,864 | New |
| EverSource Wealth Advisors, LLC | 4,906 | $428.6K | 0.02% | +18+0.4% | Added |
| Tocqueville Asset Management L.P. | 4,907 | $428.6K | 0.01% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4,926 | $430.3K | 0.01% | +23+0.5% | Added |
| Kingsview Wealth Management, LLC | 4,928 | $430.5K | 0.01% | +17+0.3% | Added |
| Mesirow Financial Investment Management, Inc. | 4,938 | $431.3K | 0.01% | −2,878−36.8% | Reduced |
| Montag A & Associates Inc | 4,954 | $432.8K | 0.02% | +205+4.3% | Added |
| NewEdge Wealth, LLC | 4,955 | $432.8K | 0.00% | +4,955 | New |
| Ausdal Financial Partners, Inc. | 4,973 | $434.4K | 0.02% | −1,118−18.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,988 | $435.7K | 0.04% | −140−2.7% | Reduced |
| Guggenheim Capital LLC | 4,997 | $436.5K | 0.00% | −546−9.9% | Reduced |
| Citizens Financial Group Inc | 5,039 | $440.1K | 0.01% | −213−4.1% | Reduced |
| Burling Wealth Partners, LLC | 5,042 | $440.4K | 0.07% | −3,815−43.1% | Reduced |
| Vancity Investment Management Ltd | 5,044 | $441.0K | 0.06% | +990+24.4% | Added |
| Banque Transatlantique SA | 5,086 | $444.2K | 0.01% | +106+2.1% | Added |
| Investment Advisory Services Inc | 5,105 | $445.9K | 0.14% | −198−3.7% | Reduced |
| Global Retirement Partners, LLC | 5,112 | $446.5K | 0.01% | +2,838+124.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,119 | $447.1K | 0.03% | +1,574+44.4% | Added |
| Garrison Point Advisors, LLC | 5,120 | $447.2K | 0.20% | −190−3.6% | Reduced |
| Ingalls & Snyder LLC | 5,141 | $449.0K | 0.02% | −336−6.1% | Reduced |
| Cary Street Partners Financial LLC | 5,148 | $449.7K | 0.01% | −17−0.3% | Reduced |
| Optas, LLC | 5,153 | $450.1K | 0.07% | +251+5.1% | Added |
| Connable Office Inc | 5,172 | $451.8K | 0.04% | 00.0% | Unchanged |
| Gabelli Funds LLC | 5,200 | $454.2K | 0.00% | +285+5.8% | Added |
| Stephens Inc | 5,222 | $456.2K | 0.01% | +132+2.6% | Added |
| StoneX Group Inc. | 5,224 | $456.4K | 0.02% | −49−0.9% | Reduced |
| CX Institutional | 5,248 | $458.0K | 0.01% | −505−8.8% | Reduced |
| Freestone Capital Holdings, LLC | 5,253 | $458.9K | 0.01% | −573−9.8% | Reduced |
| AlphaCore Capital LLC | 5,271 | $460.4K | 0.01% | +2,537+92.8% | Added |
| La Banque Postale Asset Management SA | 5,321 | $464.8K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 5,323 | $464.9K | 0.01% | −42−0.8% | Reduced |
| Tema ETFs LLC | 5,345 | $466.9K | 0.04% | −12−0.2% | Reduced |
| Rothschild Investment LLC | 5,359 | $468.1K | 0.03% | −1,278−19.3% | Reduced |
| Milestone Asset Management Group, LLC | 5,370 | $469.1K | 0.26% | +6+0.1% | Added |
| Simmons Bank | 5,380 | $469.9K | 0.03% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 5,468 | $477.6K | 0.16% | +2,958+117.8% | Added |
| Bull Street Advisors, LLC | 5,470 | $478.0K | 0.22% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,434 | $480.4K | 0.02% | −85−1.5% | Reduced |
| Aptus Capital Advisors, LLC | 5,556 | $485.3K | 0.00% | +70+1.3% | Added |
| Quotient Wealth Partners, LLC | 5,558 | $485.5K | 0.01% | −255−4.4% | Reduced |
| Sage Capital Management, LLC | 5,570 | $486.7K | 0.22% | −12,964−69.9% | Reduced |
| ELCO Management Co., LLC | 5,589 | $488.2K | 0.31% | −120−2.1% | Reduced |
| Siemens Fonds Invest GmbH | 5,558 | $489.2K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 5,711 | $498.8K | 0.13% | −104−1.8% | Reduced |
| Volterra Technologies LP | 5,767 | $503.7K | 0.52% | −1,898−24.8% | Reduced |
| Dearborn Partners LLC | 5,865 | $512.3K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,890 | $514.5K | 0.01% | −836−12.4% | Reduced |
| Allred Capital Management, LLC | 5,911 | $516.3K | 0.19% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,933 | $518.2K | 0.01% | +3,648+159.6% | Added |
| Meridian Management Co | 6,007 | $524.7K | 0.13% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 6,143 | $536.6K | 0.05% | +10.0% | Added |
| State of Wyoming | 6,148 | $537.0K | 0.06% | −700−10.2% | Reduced |
| AlphaGrep UK Ltd | 6,153 | $537.5K | 0.18% | +6,153 | New |
| Penobscot Investment Management Company, Inc. | 6,164 | $538.4K | 0.04% | −160−2.5% | Reduced |
| Central Trust Co | 6,168 | $538.8K | 0.01% | 00.0% | Unchanged |
| TCW Group Inc | 6,211 | $542.5K | 0.00% | +6,211 | New |
| Westhampton Capital, LLC | 6,218 | $543.1K | 0.26% | −7−0.1% | Reduced |
| Transcend Wealth Collective, LLC | 6,231 | $544.3K | 0.04% | +1,844+42.0% | Added |
| Meeder Advisory Services, Inc. | 6,254 | $546.3K | 0.02% | −2,670−29.9% | Reduced |
| Park Avenue Securities LLC | 6,275 | $548.0K | 0.00% | −220−3.4% | Reduced |
| Curbstone Financial Management Corp | 6,388 | $558.0K | 0.11% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 6,393 | $558.4K | 0.01% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 6,394 | $558.5K | 0.04% | +479+8.1% | Added |
| GAMMA Investing LLC | 6,426 | $561.3K | 0.03% | +113+1.8% | Added |
| Umb Bank N A | 6,446 | $563.1K | 0.01% | +655+11.3% | Added |
| Dark Forest Capital Management LP | 6,470 | $565.2K | 0.03% | −9,207−58.7% | Reduced |
| Parsons Capital Management Inc | 6,475 | $565.6K | 0.03% | +1,239+23.7% | Added |
| Quarry LP | 6,495 | $567.3K | 0.09% | +6,495 | New |
| Farther Finance Advisors, LLC | 6,508 | $568.5K | 0.01% | +3,569+121.4% | Added |
| Williams Jones Wealth Management, LLC. | 6,509 | $568.6K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 6,548 | $572.0K | 0.02% | +171+2.7% | Added |
| Vise Technologies, Inc. | 6,567 | $573.6K | 0.01% | +1,830+38.6% | Added |
| Amussen Hunsaker Associates LLC | 6,630 | $579.1K | 0.06% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,656 | $581.8K | 0.03% | +391+6.2% | Added |
| Glenview Trust Co | 6,680 | $583.5K | 0.01% | −293−4.2% | Reduced |
| Waterford Advisors, LLC | 6,690 | $584.4K | 0.23% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,738 | $588.6K | 0.02% | −68−1.0% | Reduced |
| Benjamin Edwards Inc | 6,894 | $602.2K | 0.01% | +1,233+21.8% | Added |
| Medallion Wealth Advisors, LLC | 6,903 | $603.0K | 0.20% | +10.0% | Added |
| Apollon Wealth Management, LLC | 6,907 | $603.3K | 0.01% | −2,569−27.1% | Reduced |
| Kestra Private Wealth Services, LLC | 6,932 | $605.5K | 0.01% | −65−0.9% | Reduced |
| Parallel Advisors, LLC | 6,934 | $605.7K | 0.01% | −547−7.3% | Reduced |
| Moneta Group Investment Advisors LLC | 6,935 | $605.8K | 0.00% | −122−1.7% | Reduced |
| Romano Brothers and Company | 6,936 | $605.9K | 0.07% | −100−1.4% | Reduced |
| Gsa Capital Partners LLP | 6,948 | $607.0K | 0.05% | +6,948 | New |
| Eastern Bank | 6,952 | $607.3K | 0.01% | −420−5.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,019 | $613.1K | 0.07% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 7,101 | $620.3K | 0.23% | +171+2.5% | Added |
| Ar Asset Management Inc | 7,150 | $625.0K | 0.13% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,179 | $627.1K | 0.01% | +1,577+28.2% | Added |
| Woodline Partners LP | 7,179 | $627.1K | 0.00% | +4,654+184.3% | Added |
| Buckingham Strategic Partners | 7,216 | $630.3K | 0.01% | −3,140−30.3% | Reduced |
| Werlinich Asset Management, LLC | 7,175 | $631.5K | 0.31% | +20+0.3% | Added |
| Diversified Trust Co | 7,230 | $631.5K | 0.01% | +76+1.1% | Added |
| American National Bank | 7,252 | $633.5K | 0.06% | +694+10.6% | Added |
| EP Wealth Advisors, LLC | 7,275 | $635.5K | 0.00% | +7,275 | New |
| Quantitative Investment Management, LLC | 7,332 | $640.0K | 0.06% | −3,601−32.9% | Reduced |
| Fire Capital Management LLC | 7,346 | $641.7K | 0.32% | 00.0% | Unchanged |