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 |
|---|---|---|---|---|---|
| WBI Investments | 12,728 | $1.11M | 0.29% | +12,728 | New |
| Tokio Marine Asset Management Co Ltd | 12,734 | $1.11M | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 12,735 | $1.11M | 0.02% | +692+5.7% | Added |
| Trust Co of Vermont | 12,754 | $1.11M | 0.05% | −203−1.6% | Reduced |
| Vident Advisory, LLC | 12,772 | $1.12M | 0.01% | −1,432−10.1% | Reduced |
| Advisors Asset Management, Inc. | 12,810 | $1.12M | 0.02% | −311−2.4% | Reduced |
| E. Ohman J:or Asset Management AB | 12,877 | $1.12M | 0.03% | −4,423−25.6% | Reduced |
| Diversify Wealth Management, LLC | 12,597 | $1.13M | 0.05% | −3,272−20.6% | Reduced |
| Applied Finance Capital Management, LLC | 12,948 | $1.13M | 0.08% | +4,714+57.3% | Added |
| Pensionfund Sabic | 13,000 | $1.14M | 0.31% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 13,047 | $1.14M | 0.51% | +93+0.7% | Added |
| Boothbay Fund Management, LLC | 13,215 | $1.15M | 0.03% | −93,085−87.6% | Reduced |
| Tiaa Trust, National Association | 13,284 | $1.16M | 0.00% | +170+1.3% | Added |
| Quadrature Capital Ltd | 13,450 | $1.17M | 0.01% | −1,260−8.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,602 | $1.19M | 0.27% | +13,602 | New |
| Empirical Finance, LLC | 13,976 | $1.22M | 0.06% | −620−4.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 14,000 | $1.22M | 0.20% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 14,007 | $1.22M | 0.04% | +14,007 | New |
| Davenport & Co LLC | 14,067 | $1.23M | 0.01% | +20.0% | Added |
| Hudson Bay Capital Management LP | 14,076 | $1.23M | 0.01% | −1,844−11.6% | Reduced |
| Clearstead Advisors, LLC | 14,083 | $1.23M | 0.02% | +1,705+13.8% | Added |
| Perigon Wealth Management, LLC | 14,201 | $1.24M | 0.02% | −346−2.4% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 14,480 | $1.26M | 0.05% | −4,730−24.6% | Reduced |
| Systematic Alpha Investments, LLC | 14,610 | $1.28M | 0.04% | 00.0% | Unchanged |
| Omers Administration Corp | 14,644 | $1.28M | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 14,694 | $1.28M | 0.01% | −8,369−36.3% | Reduced |
| Capstone Investment Advisors, LLC | 14,794 | $1.29M | 0.01% | +1,965+15.3% | Added |
| Hartford Funds Management Co LLC | 14,915 | $1.30M | 0.11% | +83+0.6% | Added |
| Mirabella Financial Services LLP | 15,000 | $1.31M | 0.13% | −2,100−12.3% | Reduced |
| Goelzer Investment Management, Inc. | 15,151 | $1.32M | 0.06% | +2,156+16.6% | Added |
| RSM US Wealth Management LLC | 15,050 | $1.32M | 0.02% | −431−2.8% | Reduced |
| NBT Bank N A | 15,184 | $1.33M | 0.09% | −549−3.5% | Reduced |
| Oxford Asset Management LLP | 15,343 | $1.34M | 0.47% | +15,343 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 15,406 | $1.35M | 0.00% | −131−0.8% | Reduced |
| 111 Capital | 15,462 | $1.35M | 0.29% | +6,149+66.0% | Added |
| Lafayette Investments, Inc. | 15,472 | $1.35M | 0.26% | −1,502−8.8% | Reduced |
| Tufton Capital Management | 15,533 | $1.36M | 0.24% | +422+2.8% | Added |
| Pictet & Cie (Europe) SA | 15,611 | $1.36M | 0.03% | +415+2.7% | Added |
| Dash Acquisitions Inc. | 15,198 | $1.37M | 0.29% | +606+4.2% | Added |
| Independent Advisor Alliance | 15,838 | $1.38M | 0.03% | +368+2.4% | Added |
| MUFG Securities EMEA plc | 15,977 | $1.40M | 0.02% | +8,465+112.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,990 | $1.40M | 0.01% | +4,496+39.1% | Added |
| Tower Research Capital LLC (TRC) | 15,999 | $1.40M | 0.03% | −1,877−10.5% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.40M | 1.51% | 00.0% | Unchanged |
| Private Trust Co NA | 16,009 | $1.40M | 0.12% | +390+2.5% | Added |
| Dodge & Cox | 16,010 | $1.40M | 0.00% | −600−3.6% | Reduced |
| Bessemer Group Inc | 16,035 | $1.40M | 0.00% | +497+3.2% | Added |
| Vinva Investment Management Ltd | 15,993 | $1.41M | 0.02% | +15,993 | New |
| Havemeyer Place LP | 16,230 | $1.42M | 0.28% | +16,230 | New |
| HB Wealth Management, LLC | 16,585 | $1.45M | 0.01% | −921−5.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,473 | $1.46M | 0.00% | −488−2.9% | Reduced |
| Okabena Investment Services Inc | 16,728 | $1.46M | 0.28% | −653−3.8% | Reduced |
| Everence Capital Management Inc | 16,780 | $1.47M | 0.09% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 16,835 | $1.47M | 0.34% | −24,056−58.8% | Reduced |
| Ossiam | 17,002 | $1.49M | 0.03% | +13,394+371.2% | Added |
| Atria Investments LLC | 17,115 | $1.50M | 0.02% | +455+2.7% | Added |
| Huntington National Bank | 17,310 | $1.51M | 0.01% | −392−2.2% | Reduced |
| Aigen Investment Management, LP | 17,363 | $1.52M | 0.35% | −11,713−40.3% | Reduced |
| R Squared Ltd | 17,464 | $1.53M | 0.71% | +5,749+49.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,604 | $1.54M | 0.01% | −1,675−8.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 17,313 | $1.56M | 0.03% | −1,616−8.5% | Reduced |
| New Mexico Educational Retirement Board | 17,908 | $1.56M | 0.05% | +100+0.6% | Added |
| Private Advisor Group, LLC | 18,077 | $1.58M | 0.01% | −448−2.4% | Reduced |
| Axq Capital, LP | 18,230 | $1.59M | 0.36% | +18,230 | New |
| Essex Financial Services, Inc. | 18,394 | $1.61M | 0.09% | −814−4.2% | Reduced |
| AMG National Trust Bank | 18,587 | $1.62M | 0.04% | +60.0% | Added |
| J.W. Cole Advisors, Inc. | 18,800 | $1.62M | 0.04% | −1,786−8.7% | Reduced |
| BDF-Gestion | 18,746 | $1.64M | 0.20% | −1,250−6.3% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 18,779 | $1.64M | 0.07% | +2,089+12.5% | Added |
| Acadian Asset Management LLC | 19,101 | $1.67M | 0.00% | +4,601+31.7% | Added |
| Plato Investment Management Ltd | 19,033 | $1.67M | 0.11% | 00.0% | Unchanged |
| Sciencast Management LP | 19,179 | $1.68M | 0.23% | −28,212−59.5% | Reduced |
| Maryland State Retirement & Pension System | 19,207 | $1.68M | 0.03% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 19,600 | $1.71M | 0.01% | +19,600 | New |
| Savant Capital, LLC | 19,661 | $1.72M | 0.01% | +14+0.1% | Added |
| Bailard, Inc. | 19,690 | $1.72M | 0.04% | +154+0.8% | Added |
| Gulf International Bank (UK) Ltd | 19,792 | $1.73M | 0.06% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 19,900 | $1.74M | 0.03% | −700−3.4% | Reduced |
| Morningstar Investment Management LLC | 20,128 | $1.76M | 0.10% | −11,481−36.3% | Reduced |
| North Dakota State Investment Board | 20,285 | $1.77M | 0.07% | +20,285 | New |
| Steward Partners Investment Advisory, LLC | 20,310 | $1.77M | 0.01% | −407−2.0% | Reduced |
| Chicago Capital, LLC | 20,411 | $1.78M | 0.04% | +1,210+6.3% | Added |
| Intech Investment Management LLC | 20,425 | $1.78M | 0.02% | +3,699+22.1% | Added |
| ISAM Funds (UK) Ltd | 20,494 | $1.79M | 0.64% | +4,282+26.4% | Added |
| Bridgefront Capital, LLC | 20,551 | $1.80M | 0.45% | +20,551 | New |
| Pinnacle Associates Ltd | 20,575 | $1.80M | 0.02% | +1,460+7.6% | Added |
| Union Bancaire Privee, UBP SA | 13,667 | $1.83M | 0.03% | +3,419+33.4% | Added |
| Arete Wealth Advisors, LLC | 21,008 | $1.84M | 0.13% | +394+1.9% | Added |
| Zurich Insurance Group Ltd | 21,400 | $1.87M | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 21,426 | $1.87M | 0.01% | +21,426 | New |
| YHB Investment Advisors, Inc. | 21,431 | $1.87M | 0.13% | −187−0.9% | Reduced |
| ASR Vermogensbeheer N.V. | 21,786 | $1.90M | 0.02% | −53−0.2% | Reduced |
| IFP Advisors, Inc | 22,404 | $1.96M | 0.04% | +20,624+1,158.7% | Added |
| Hartford Investment Management Co | 22,521 | $1.97M | 0.06% | −467−2.0% | Reduced |
| Sanctuary Advisors, LLC | 22,572 | $1.97M | 0.01% | −1,524−6.3% | Reduced |
| Blair William & Co | 22,587 | $1.97M | 0.01% | −105−0.5% | Reduced |
| Sterling Capital Management LLC | 23,134 | $2.02M | 0.03% | −1,741−7.0% | Reduced |
| JB Capital LLC | 23,170 | $2.02M | 0.08% | −116−0.5% | Reduced |
| Heritage Investors Management Corp | 23,223 | $2.03M | 0.06% | −37−0.2% | Reduced |
| Canandaigua National Bank & Trust Co | 23,264 | $2.03M | 0.18% | −56−0.2% | Reduced |