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 |
|---|---|---|---|---|---|
| Stephenson National Bank & Trust | 1,261 | $110.1K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,260 | $110.1K | 0.01% | +2+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,237 | $108.1K | 0.02% | −24−1.9% | Reduced |
| Webster Bank, N. A. | 1,233 | $107.7K | 0.01% | −75−5.7% | Reduced |
| Hantz Financial Services, Inc. | 1,222 | $107.0K | 0.00% | −276−18.4% | Reduced |
| Anchor Investment Management, LLC | 1,213 | $106.0K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 1,165 | $101.8K | 0.06% | +63+5.7% | Added |
| Parvin Asset Management, LLC | 1,112 | $97.1K | 0.08% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,113 | $97.0K | 0.08% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,101 | $96.2K | 0.01% | −171−13.4% | Reduced |
| Ramirez Asset Management, Inc. | 1,100 | $96.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,066 | $93.1K | 0.00% | −926−46.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,041 | $90.9K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 1,037 | $90.6K | 0.03% | −35−3.3% | Reduced |
| Versant Capital Management, Inc | 1,032 | $90.1K | 0.01% | +365+54.7% | Added |
| Gen-Wealth Partners Inc | 1,025 | $89.5K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,011 | $88.3K | 0.02% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 1,009 | $88.1K | 0.09% | +1,009 | New |
| Hanson & Doremus Investment Management | 997 | $87.0K | 0.01% | −100−9.1% | Reduced |
| Capital Analysts, LLC | 989 | $87.0K | 0.00% | +1+0.1% | Added |
| Estabrook Capital Management | 982 | $85.8K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 958 | $83.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 905 | $79.1K | 0.01% | +2+0.2% | Added |
| Intact Investment Management Inc. | 900 | $78.6K | 0.00% | +900 | New |
| Evelyn Partners Investment Management Services Ltd | 878 | $76.7K | 0.01% | +16+1.9% | Added |
| Toth Financial Advisory Corp | 835 | $72.9K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $72.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 822 | $71.8K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 822 | $71.8K | 0.05% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 820 | $71.6K | 0.02% | +44+5.7% | Added |
| Independence Bank of Kentucky | 811 | $70.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 805 | $70.3K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 769 | $67.2K | 0.02% | −418−35.2% | Reduced |
| Sawyer & Company, Inc | 750 | $65.5K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 750 | $65.5K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 750 | $65.5K | 0.05% | +3+0.4% | Added |
| Pacifica Partners Inc. | 741 | $65.5K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 728 | $63.6K | 0.02% | +1+0.1% | Added |
| First Horizon Corp | 727 | $63.5K | 0.00% | −196−21.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 724 | $63.2K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 716 | $62.5K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 712 | $62.2K | 0.00% | +294+70.3% | Added |
| Spire Wealth Management | 705 | $61.6K | 0.00% | +7+1.0% | Added |
| Oakmont Corp | 705 | $61.6K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 702 | $61.3K | 0.02% | +1+0.1% | Added |
| Indiana Trust & Investment Management CO | 676 | $59.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 675 | $59.0K | 0.00% | −2−0.3% | Reduced |
| Acima Private Wealth, LLC | 650 | $56.8K | 0.02% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 640 | $55.9K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 635 | $55.5K | 0.01% | 00.0% | Unchanged |
| City State Bank | 624 | $54.5K | 0.01% | −100−13.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 620 | $54.2K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $54.2K | 0.01% | +196+46.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 620 | $54.2K | 0.01% | +620 | New |
| Basepoint Wealth LLC | 601 | $52.6K | 0.03% | +601 | New |
| Evelyn Partners Asset Management Ltd | 599 | $52.3K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 595 | $52.0K | 0.04% | +136+29.6% | Added |
| Clear Street Markets LLC | 578 | $50.5K | 0.01% | −98−14.5% | Reduced |
| Key Financial Inc | 578 | $50.5K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 568 | $49.6K | 0.00% | −96−14.5% | Reduced |
| MCF Advisors LLC | 563 | $49.2K | 0.00% | +498+766.2% | Added |
| True Wealth Design, LLC | 553 | $48.3K | 0.01% | −297−34.9% | Reduced |
| DV Equities, LLC | 544 | $47.5K | 0.01% | +544 | New |
| Bullock Wealth Management Group | 538 | $47.0K | 0.02% | −4−0.7% | Reduced |
| Hilltop National Bank | 518 | $45.2K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 509 | $44.5K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 502 | $43.8K | 0.01% | +4+0.8% | Added |
| Cypress Capital Management LLC (WY) | 500 | $43.7K | 0.04% | 00.0% | Unchanged |
| DV Trading LLC | 500 | $43.7K | 0.00% | +500 | New |
| JFS Wealth Advisors, LLC | 499 | $43.6K | 0.00% | +100+25.1% | Added |
| First Command Advisory Services, Inc. | 485 | $42.4K | 0.00% | +37+8.3% | Added |
| Elyxium Wealth, LLC | 481 | $42.0K | 0.01% | +481 | New |
| Creative Financial Designs Inc | 477 | $41.6K | 0.00% | +1+0.2% | Added |
| Gables Capital Management Inc. | 475 | $41.5K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 473 | $41.3K | 0.02% | −150−24.1% | Reduced |
| Capital Advisors, Ltd. LLC | 470 | $41.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 464 | $40.5K | 0.01% | −42−8.3% | Reduced |
| JNBA Financial Advisors | 454 | $39.7K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 449 | $39.2K | 0.02% | +449 | New |
| First Community Trust NA | 436 | $38.1K | 0.03% | 00.0% | Unchanged |
| Vision Retirement, LLC | 428 | $37.4K | 0.01% | +428 | New |
| ORG Partners LLC | 426 | $37.2K | 0.01% | +285+202.1% | Added |
| Financial Network Wealth Advisors LLC | 414 | $36.2K | 0.04% | 00.0% | Unchanged |
| Group One Trading, L.P. | 409 | $35.7K | 0.00% | +409 | New |
| MTM Investment Management, LLC | 408 | $35.6K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 400 | $34.9K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 400 | $34.9K | 0.03% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 400 | $34.9K | 0.03% | +400 | New |
| Keating Financial Advisory Services, Inc. | 399 | $34.9K | 0.00% | +399 | New |
| TFC Financial Management | 397 | $34.7K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 396 | $34.6K | 0.05% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 395 | $34.5K | 0.00% | +395 | New |
| MidFirst Bank | 395 | $34.5K | 0.00% | +395 | New |
| SJS Investment Consulting Inc. | 386 | $33.7K | 0.00% | +54+16.3% | Added |
| Reflection Asset Management | 384 | $33.5K | 0.02% | +384 | New |
| Kohmann Bosshard Financial Services, LLC | 382 | $33.4K | 0.00% | +382 | New |
| Motco | 378 | $33.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 375 | $32.8K | 0.00% | −25−6.3% | Reduced |
| Orion Capital Management LLC | 375 | $32.8K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 371 | $32.4K | 0.01% | +371 | New |