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 |
|---|---|---|---|---|---|
| Adviser Investments LLC | 2,653 | $231.7K | 0.00% | −149−5.3% | Reduced |
| Mengis Capital Management, Inc. | 2,650 | $231.5K | 0.04% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,649 | $231.4K | 0.06% | +2,649 | New |
| Maridea Wealth Management LLC | 2,646 | $231.1K | 0.03% | +2,646 | New |
| Montecito Bank & Trust | 2,640 | $230.6K | 0.04% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 2,637 | $230.3K | 0.09% | +9+0.3% | Added |
| Sky-Mountain Capital Management, Inc. | 2,540 | $230.1K | 0.15% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,630 | $229.7K | 0.03% | +2,630 | New |
| Panagora Asset Management Inc | 2,627 | $229.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,616 | $228.5K | 0.03% | −39−1.5% | Reduced |
| Kuhn & Co Investment Counsel | 2,609 | $227.9K | 0.15% | +2,609 | New |
| Pure Financial Advisors, Inc. | 2,605 | $227.6K | 0.00% | +2,605 | New |
| Bennett Selby Investments LP | 2,605 | $227.5K | 0.07% | −10.0% | Reduced |
| Naples Global Advisors, LLC | 2,601 | $227.2K | 0.02% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,570 | $224.5K | 0.03% | +201+8.5% | Added |
| Courier Capital LLC | 2,566 | $224.1K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 2,560 | $223.6K | 0.01% | +1,100+75.3% | Added |
| Founders Capital Management, LLC | 2,537 | $221.6K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 2,535 | $221.4K | 0.05% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 2,532 | $221.2K | 0.12% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,526 | $220.6K | 0.02% | −104−4.0% | Reduced |
| Great Valley Advisor Group, Inc. | 2,521 | $220.2K | 0.00% | −6−0.2% | Reduced |
| Dana Investment Advisors, Inc. | 2,520 | $220.1K | 0.01% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 2,513 | $219.5K | 0.05% | +6+0.2% | Added |
| Sterling Financial Planning, Inc. | 2,513 | $219.5K | 0.07% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,502 | $218.6K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 2,492 | $217.7K | 0.07% | −253−9.2% | Reduced |
| Flputnam Investment Management Co | 2,481 | $216.7K | 0.00% | −66−2.6% | Reduced |
| Fieldview Capital Management, LLC | 2,477 | $216.4K | 0.04% | +2,477 | New |
| Prospera Financial Services Inc | 2,472 | $216.2K | 0.00% | −14−0.6% | Reduced |
| Kathmere Capital Management, LLC | 2,464 | $215.2K | 0.01% | +2,464 | New |
| Mountain Pacific Investment Advisers Inc | 2,455 | $214.4K | 0.03% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,418 | $211.2K | 0.03% | −465−16.1% | Reduced |
| Farmers Trust Co | 2,417 | $211.1K | 0.03% | −186−7.1% | Reduced |
| Quadcap Wealth Management, LLC | 2,412 | $210.7K | 0.02% | +2,412 | New |
| Dorsey & Whitney Trust CO LLC | 2,387 | $208.5K | 0.01% | −4,337−64.5% | Reduced |
| XTX Topco Ltd | 2,385 | $208.3K | 0.01% | −6,322−72.6% | Reduced |
| PharVision Advisers, LLC | 2,385 | $208.3K | 0.11% | +2,385 | New |
| MSH Capital Advisors LLC | 2,376 | $207.5K | 0.04% | +14+0.6% | Added |
| Manning & Napier Advisors LLC | 2,370 | $207.0K | 0.00% | −54−2.2% | Reduced |
| Claret Asset Management Corp | 2,369 | $207.0K | 0.02% | −6−0.3% | Reduced |
| Enterprise Financial Services Corp | 2,363 | $206.4K | 0.10% | +109+4.8% | Added |
| Legacy Wealth Partners, LLC | 2,359 | $206.1K | 0.05% | +2,359 | New |
| Capital Advantage, Inc. | 2,355 | $205.8K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,346 | $204.9K | 0.05% | +254+12.1% | Added |
| Sentry LLC | 2,341 | $204.5K | 0.06% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,341 | $204.5K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,339 | $204.3K | 0.01% | −15−0.6% | Reduced |
| Diversify Advisory Services, LLC | 2,257 | $203.5K | 0.01% | +14+0.6% | Added |
| Sky Investment Group LLC | 2,326 | $203.2K | 0.03% | +8+0.3% | Added |
| Savvy Advisors, Inc. | 2,317 | $202.4K | 0.01% | −891−27.8% | Reduced |
| Smartleaf Asset Management LLC | 2,295 | $202.1K | 0.01% | +123+5.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,312 | $202.0K | 0.01% | +2,312 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,311 | $201.9K | 0.02% | +27+1.2% | Added |
| Donaldson Capital Management, LLC | 2,309 | $201.7K | 0.01% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 2,308 | $201.6K | 0.00% | +60+2.7% | Added |
| Washington Trust Advisors, Inc. | 2,300 | $200.9K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,260 | $200.7K | 0.01% | +163+7.8% | Added |
| Financial Advisory Service, Inc. | 2,295 | $200.5K | 0.01% | +2,295 | New |
| Silicon Valley Capital Partners | 2,272 | $198.5K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,268 | $198.1K | 0.00% | +2,268 | New |
| International Assets Investment Management, LLC | 2,161 | $188.7K | 0.01% | +2,161 | New |
| Penserra Capital Management LLC | 2,168 | $188.0K | 0.00% | −30−1.4% | Reduced |
| GHP Investment Advisors, Inc. | 2,083 | $181.9K | 0.01% | −84−3.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,913 | $167.1K | 0.04% | +731+61.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,850 | $161.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,840 | $160.7K | 0.07% | +111+6.4% | Added |
| South State Corp. | 1,828 | $159.7K | 0.01% | −1−0.1% | Reduced |
| Broadwater Capital Management LLC | 1,822 | $159.2K | 0.12% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,795 | $157.0K | 0.01% | −32−1.8% | Reduced |
| Colonial Trust Advisors | 1,720 | $150.2K | 0.01% | −49−2.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,678 | $146.6K | 0.00% | −26,376−94.0% | Reduced |
| Ares Financial Consulting, LLC | 1,633 | $142.6K | 0.14% | +1,633 | New |
| Smithfield Trust Co | 1,660 | $142.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 1,625 | $141.9K | 0.01% | +1,625 | New |
| Citizens National Bank Trust Department | 1,610 | $140.6K | 0.02% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,590 | $138.9K | 0.03% | +1,590 | New |
| Geneos Wealth Management Inc. | 1,584 | $138.4K | 0.00% | −33−2.0% | Reduced |
| Bank of New Hampshire | 1,579 | $137.9K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 1,565 | $136.7K | 0.00% | +439+39.0% | Added |
| Harbor Investment Advisory, LLC | 1,546 | $135.0K | 0.01% | −82−5.0% | Reduced |
| Adirondack Trust Co | 1,541 | $134.6K | 0.04% | −92−5.6% | Reduced |
| Sentry Investment Management LLC | 1,528 | $133.0K | 0.09% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,503 | $131.3K | 0.01% | −262−14.8% | Reduced |
| Exchange Traded Concepts, LLC | 1,473 | $128.7K | 0.00% | +239+19.4% | Added |
| Parkside Financial Bank & Trust | 1,468 | $128.2K | 0.01% | +159+12.1% | Added |
| Ronald Blue Trust, Inc. | 1,455 | $127.1K | 0.00% | −250−14.7% | Reduced |
| Manchester Capital Management LLC | 1,450 | $126.7K | 0.02% | −20−1.4% | Reduced |
| Covestor Ltd | 1,442 | $126.0K | 0.07% | +58+4.2% | Added |
| Financial Consulate, Inc | 1,438 | $125.6K | 0.02% | +17+1.2% | Added |
| Leonteq Securities AG | 1,432 | $125.1K | 0.01% | +318+28.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,407 | $123.0K | 0.03% | −24−1.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,366 | $119.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,365 | $119.2K | 0.01% | +34+2.6% | Added |
| Crewe Advisors LLC | 1,351 | $118.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,298 | $113.4K | 0.01% | −23−1.7% | Reduced |
| Resources Management Corp | 1,290 | $113.0K | 0.01% | −50−3.7% | Reduced |
| Wealth Preservation Advisors, LLC | 1,291 | $112.8K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,285 | $112.2K | 0.06% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,266 | $110.6K | 0.05% | 00.0% | Unchanged |