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 |
|---|---|---|---|---|---|
| Lee Danner & Bass Inc | 7,410 | $647.3K | 0.05% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,423 | $648.4K | 0.01% | +847+12.9% | Added |
| Curated Wealth Partners LLC | 7,440 | $649.9K | 0.07% | 00.0% | Unchanged |
| Krilogy Financial LLC | 7,216 | $653.6K | 0.02% | −1,705−19.1% | Reduced |
| Birch Hill Investment Advisors LLC | 7,537 | $658.4K | 0.03% | −1,000−11.7% | Reduced |
| Integrated Wealth Concepts LLC | 7,543 | $658.9K | 0.01% | −1,243−14.1% | Reduced |
| Frank, Rimerman Advisors LLC | 7,550 | $659.5K | 0.04% | +7,550 | New |
| Field & Main Bank | 7,556 | $660.0K | 0.19% | −50−0.7% | Reduced |
| Cookson Peirce & Co Inc | 7,561 | $660.5K | 0.03% | +946+14.3% | Added |
| Pring Turner Capital Group Inc | 7,575 | $661.7K | 0.41% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7,608 | $664.6K | 0.15% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 7,680 | $671.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 7,833 | $684.0K | 0.02% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 7,863 | $686.8K | 0.14% | +7,863 | New |
| Greenleaf Trust | 7,967 | $695.9K | 0.01% | −875−9.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 7,810 | $696.5K | 0.02% | −499−6.0% | Reduced |
| FineMark National Bank & Trust | 8,182 | $714.7K | 0.02% | −113−1.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,193 | $716.0K | 0.17% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 8,236 | $719.5K | 0.01% | +916+12.5% | Added |
| Assetmark, Inc | 8,285 | $723.7K | 0.00% | +3,144+61.2% | Added |
| Oppenheimer & Co Inc | 8,321 | $726.8K | 0.01% | +62+0.8% | Added |
| Warren Averett Asset Management, LLC | 8,373 | $731.4K | 0.01% | +1,089+15.0% | Added |
| Stratos Wealth Partners, LTD. | 8,395 | $733.3K | 0.01% | +353+4.4% | Added |
| Johnson Investment Counsel Inc | 8,439 | $737.1K | 0.01% | −42−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 8,455 | $738.5K | 0.04% | +8,455 | New |
| Anchyra Partners LLC | 8,492 | $741.8K | 0.23% | +8,492 | New |
| Vontobel Holding Ltd. | 8,598 | $751.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 8,650 | $755.6K | 0.01% | −22,915−72.6% | Reduced |
| HighPoint Advisor Group LLC | 8,655 | $756.0K | 0.02% | −180−2.0% | Reduced |
| Larson Financial Group LLC | 8,713 | $761.0K | 0.03% | +1,154+15.3% | Added |
| Ballentine Partners, LLC | 8,776 | $766.6K | 0.01% | +2,854+48.2% | Added |
| Sequoia Financial Advisors, LLC | 8,813 | $769.8K | 0.00% | +1,985+29.1% | Added |
| Monarch Capital Management Inc | 8,883 | $775.9K | 0.19% | −123−1.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 8,917 | $778.9K | 0.06% | −1,697−16.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $780.0K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 9,025 | $788.3K | 0.00% | +2,549+39.4% | Added |
| Trust Co of Toledo NA | 9,055 | $791.0K | 0.08% | −304−3.2% | Reduced |
| Daymark Wealth Partners, LLC | 9,150 | $799.2K | 0.03% | +1,458+19.0% | Added |
| Home Federal Bank of Tennessee | 9,176 | $801.5K | 0.21% | 00.0% | Unchanged |
| Burney Co | 9,226 | $805.9K | 0.03% | +93+1.0% | Added |
| Concurrent Investment Advisors, LLC | 9,247 | $807.8K | 0.01% | +160+1.8% | Added |
| Bartlett & Co. Wealth Management LLC | 9,268 | $809.6K | 0.01% | −511−5.2% | Reduced |
| Graham Capital Management, L.P. | 9,282 | $810.8K | 0.03% | +9,282 | New |
| Azzad Asset Management Inc | 9,368 | $818.3K | 0.08% | +145+1.6% | Added |
| Salem Investment Counselors Inc | 9,502 | $830.0K | 0.02% | +1,646+21.0% | Added |
| IMA Wealth, Inc. | 9,514 | $831.1K | 0.08% | +11+0.1% | Added |
| Ascent Wealth Partners, LLC | 9,527 | $832.2K | 0.10% | +15+0.2% | Added |
| Laird Norton Trust Company, LLC | 9,622 | $840.5K | 0.02% | +9,622 | New |
| Kornitzer Capital Management Inc | 9,684 | $845.9K | 0.02% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 9,834 | $859.0K | 0.02% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 9,872 | $862.3K | 0.02% | −191−1.9% | Reduced |
| Cooper Financial Group | 9,892 | $864.1K | 0.09% | −94−0.9% | Reduced |
| Argent Trust Co | 9,894 | $864.2K | 0.03% | −1,042−9.5% | Reduced |
| Woodstock Corp | 9,959 | $869.9K | 0.07% | −50−0.5% | Reduced |
| Rockland Trust Co | 10,000 | $873.5K | 0.03% | −2,306−18.7% | Reduced |
| Lederer & Associates Investment Counsel | 10,077 | $880.0K | 0.59% | +10,077 | New |
| Virtu Financial LLC | 10,185 | $890.0K | 0.03% | +10,185 | New |
| Centiva Capital, LP | 10,261 | $896.3K | 0.05% | +10,261 | New |
| Moody Lynn & Lieberson, LLC | 10,365 | $905.4K | 0.05% | −81−0.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,400 | $908.4K | 0.06% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 10,411 | $909.4K | 0.01% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 10,499 | $917.1K | 0.06% | −85−0.8% | Reduced |
| Whittier Trust Co | 10,227 | $919.3K | 0.01% | −1,085−9.6% | Reduced |
| Fifth Third Bancorp | 10,591 | $925.1K | 0.00% | −4,669−30.6% | Reduced |
| Securian Asset Management, Inc | 10,597 | $925.6K | 0.04% | −8,356−44.1% | Reduced |
| Cypress Advisory Group LLC | 10,705 | $935.1K | 0.69% | +325+3.1% | Added |
| Snowden Capital Advisors LLC | 10,737 | $937.9K | 0.02% | −251−2.3% | Reduced |
| Archer Investment Corp | 5,250 | $947.9K | 0.21% | +4,987+1,896.2% | Added |
| Holowesko Partners Ltd. | 10,900 | $952.1K | 0.33% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 10,918 | $960.9K | 0.09% | +2,240+25.8% | Added |
| Bleakley Financial Group, LLC | 11,081 | $967.9K | 0.02% | +11,081 | New |
| RMB Capital Management, LLC | 11,095 | $969.1K | 0.02% | +5,783+108.9% | Added |
| Neville Rodie & Shaw Inc | 11,108 | $970.0K | 0.07% | −50−0.4% | Reduced |
| Lido Advisors, LLC | 10,714 | $974.0K | 0.00% | +1,227+12.9% | Added |
| Principle Wealth Partners LLC | 11,158 | $974.7K | 0.05% | +7+0.1% | Added |
| Ostrum Asset Management | 11,266 | $984.1K | 0.05% | −3,733−24.9% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,259 | $990.2K | 0.47% | −328−2.8% | Reduced |
| Hillsdale Investment Management Inc. | 11,340 | $990.5K | 0.03% | +1,040+10.1% | Added |
| Resources Investment Advisors, LLC. | 11,428 | $998.2K | 0.01% | −1,612−12.4% | Reduced |
| Stevens Capital Management LP | 11,528 | $1.01M | 0.35% | +11,528 | New |
| Inceptionr LLC | 11,536 | $1.01M | 0.28% | −6,524−36.1% | Reduced |
| Triangle Securities Wealth Management | 11,614 | $1.01M | 0.21% | −1,253−9.7% | Reduced |
| Cresset Asset Management, LLC | 11,654 | $1.02M | 0.00% | +1,236+11.9% | Added |
| Raiffeisen Bank International AG | 11,583 | $1.02M | 0.01% | −496−4.1% | Reduced |
| Rossmore Private Capital | 11,744 | $1.03M | 0.09% | +225+2.0% | Added |
| Hunter Associates Investment Management LLC | 11,682 | $1.03M | 0.14% | +11,682 | New |
| GWM Advisors LLC | 11,792 | $1.03M | 0.00% | +678+6.1% | Added |
| Ally Financial Inc. | 12,000 | $1.05M | 0.13% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 12,015 | $1.05M | 0.01% | −995−7.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 12,088 | $1.06M | 0.61% | −815−6.3% | Reduced |
| Runnymede Capital Advisors, Inc. | 12,088 | $1.06M | 0.61% | +12,088 | New |
| Bollard Group LLC | 12,287 | $1.07M | 0.03% | +33+0.3% | Added |
| Tealwood Asset Management Inc | 12,374 | $1.08M | 0.49% | −3,434−21.7% | Reduced |
| Metis Global Partners, LLC | 12,399 | $1.08M | 0.03% | −962−7.2% | Reduced |
| Richard Bernstein Advisors LLC | 12,442 | $1.09M | 0.03% | −1,257−9.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,452 | $1.09M | 0.01% | −57−0.5% | Reduced |
| Scotia Capital Inc. | 12,459 | $1.09M | 0.00% | +1,068+9.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,560 | $1.10M | 0.05% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 12,611 | $1.10M | 0.46% | +44+0.4% | Added |
| Versor Investments LP | 12,655 | $1.11M | 0.17% | +12,655 | New |