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 |
|---|---|---|---|---|---|
| Flagship Wealth Advisors, LLC | 368 | $32.1K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 345 | $31.0K | 0.01% | +345 | New |
| Paladin Advisory Group, LLC | 353 | $30.8K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 343 | $30.3K | 0.00% | +7+2.1% | Added |
| Pinnacle Bancorp, Inc. | 346 | $30.2K | 0.01% | +27+8.5% | Added |
| NBC Securities, Inc. | 345 | $30.1K | 0.00% | −152−30.6% | Reduced |
| Oakworth Capital, Inc. | 343 | $30.0K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 342 | $29.9K | 0.01% | −4−1.2% | Reduced |
| Ransom Advisory, Ltd | 336 | $29.4K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 332 | $29.0K | 0.00% | +9+2.8% | Added |
| Root Financial Partners, LLC | 328 | $28.7K | 0.00% | +43+15.1% | Added |
| Loomis Sayles & Co L P | 323 | $28.2K | 0.00% | −13−3.9% | Reduced |
| Prestige Wealth Management Group LLC | 322 | $28.1K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 316 | $27.6K | 0.01% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 311 | $27.2K | 0.02% | +311 | New |
| Abound Wealth Management | 308 | $26.9K | 0.01% | −34−9.9% | Reduced |
| United Community Bank | 305 | $26.6K | 0.01% | −8−2.6% | Reduced |
| Old Second National Bank of Aurora | 300 | $26.2K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 300 | $26.2K | 0.02% | +300 | New |
| Investment Research & Advisory Group, Inc. | 290 | $25.9K | 0.01% | −991−77.4% | Reduced |
| Missouri Trust & Investment Co | 295 | $25.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 293 | $25.6K | 0.01% | −76−20.6% | Reduced |
| Golden State Wealth Management, LLC | 289 | $25.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 288 | $25.2K | 0.00% | +288 | New |
| First United Bank Trust | 275 | $24.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 280 | $24.0K | 0.00% | +19+7.3% | Added |
| Activest Wealth Management | 261 | $22.8K | 0.00% | +228+690.9% | Added |
| Cary Street Partner Investment Advisory LLC | 260 | $22.7K | 0.01% | −3−1.1% | Reduced |
| Wall Street Access Asset Management, LLC | 253 | $22.1K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 251 | $21.9K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 250 | $21.8K | 0.00% | −50−16.7% | Reduced |
| Concord Wealth Partners | 250 | $21.8K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 250 | $21.8K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 245 | $21.4K | 0.06% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 240 | $21.0K | 0.01% | +240 | New |
| Plante Moran Financial Advisors, LLC | 237 | $20.7K | 0.00% | −76−24.3% | Reduced |
| Global X Japan Co., Ltd. | 236 | $20.6K | 0.00% | +149+171.3% | Added |
| Central Pacific Bank - Trust Division | 235 | $20.5K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 235 | $20.5K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 222 | $20.2K | 0.00% | +222 | New |
| Bravera Wealth | 230 | $20.1K | 0.01% | +230 | New |
| Bradley & Co. Private Wealth Management, LLC | 230 | $20.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 227 | $19.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 222 | $19.4K | 0.00% | −88−28.4% | Reduced |
| UMA Financial Services, Inc. | 221 | $19.3K | 0.00% | −118−34.8% | Reduced |
| Curat Global, LLC | 217 | $19.0K | 0.02% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 216 | $18.9K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 212 | $18.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 203 | $17.7K | 0.00% | −20−9.0% | Reduced |
| TD Capital Management LLC | 202 | $17.7K | 0.00% | +1+0.5% | Added |
| Barrett & Company, Inc. | 200 | $17.5K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $17.5K | 0.01% | +200 | New |
| Red Tortoise LLC | 198 | $17.3K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 197 | $17.2K | 0.00% | −100−33.7% | Reduced |
| Hara Capital LLC | 195 | $17.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 192 | $16.8K | 0.00% | −40−17.2% | Reduced |
| Salomon & Ludwin, LLC | 188 | $16.8K | 0.00% | −2−1.1% | Reduced |
| Entrust Financial LLC | 187 | $16.3K | 0.01% | +187 | New |
| Meeder Asset Management Inc | 184 | $16.1K | 0.00% | +126+217.2% | Added |
| Financial Perspectives, Inc | 180 | $15.7K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 179 | $15.6K | 0.00% | −59−24.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 177 | $15.5K | 0.01% | +134+311.6% | Added |
| Sound Income Strategies, LLC | 172 | $15.5K | 0.00% | +29+20.3% | Added |
| Highline Wealth Partners LLC | 176 | $15.4K | 0.00% | −6−3.3% | Reduced |
| Glen Eagle Advisors, LLC | 174 | $15.2K | 0.00% | +20+13.0% | Added |
| Cedar Mountain Advisors, LLC | 173 | $15.1K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 167 | $14.6K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 167 | $14.6K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 162 | $14.2K | 0.00% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 163 | $14.0K | 0.01% | +163 | New |
| Rachor Investment Advisory Services, LLC | 160 | $14.0K | 0.01% | +160 | New |
| Optima Capital LLC | 160 | $14.0K | 0.01% | +160 | New |
| Johnson Financial Group, Inc. | 158 | $13.8K | 0.00% | +77+95.1% | Added |
| Edmond de Rothschild Holding S.A. | 150 | $13.1K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 150 | $13.1K | 0.01% | +150 | New |
| CNB Bank | 141 | $12.3K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 140 | $12.2K | 0.01% | +1+0.7% | Added |
| Armstrong Advisory Group, Inc | 138 | $12.1K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 135 | $11.8K | 0.01% | −3−2.2% | Reduced |
| Clean Yield Group | 134 | $11.7K | 0.00% | −27−16.8% | Reduced |
| Kemnay Advisory Services Inc. | 123 | $10.7K | 0.00% | +123 | New |
| Sittner & Nelson, LLC | 118 | $10.6K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 119 | $10.4K | 0.00% | +119 | New |
| Dorato Capital Management | 110 | $9.89K | 0.01% | +110 | New |
| CGC Financial Services, LLC | 110 | $9.61K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 107 | $9.35K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 104 | $9.08K | 0.00% | +104 | New |
| CKW Financial Group | 103 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $8.73K | 0.00% | −69−40.8% | Reduced |
| Global Wealth Strategies & Associates | 100 | $8.73K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 100 | $8.73K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $8.73K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $8.73K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 100 | $8.73K | 0.00% | +100 | New |
| SHP Wealth Management | 100 | $8.71K | 0.00% | +100 | New |
| Duncker Streett & Co Inc | 97 | $8.47K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 93 | $8.12K | 0.00% | +93 | New |
| Coastline Trust Co | 90 | $7.86K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 86 | $7.51K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 86 | $7.51K | 0.00% | 00.0% | Unchanged |