Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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.

Institutional holdersQ4 2025: 1,311 institutions

Value heldQ4 2025: $30.9B

Institutions holding OTIS and their total value by quarter
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.

Institutions holding OTIS in Q4 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Signature Equity Partners, LLC	85	$7.42K	0.00%	+85	New
Howard Hughes Medical Institute	84	$7.34K	0.00%	−1−1.2%	Reduced
High Note Wealth, LLC	80	$6.99K	0.00%	−1−1.2%	Reduced
BOK Financial Private Wealth, Inc.	80	$6.99K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	80	$6.99K	0.00%	00.0%	Unchanged
Rossby Financial, LCC	79	$6.90K	0.00%	+31+64.6%	Added
Wilkerson Advisory Group LLC	78	$6.81K	0.00%	+78	New
LFA - Lugano Financial Advisors SA	75	$6.55K	0.00%	00.0%	Unchanged
Fourth Dimension Wealth, LLC	72	$6.29K	0.00%	00.0%	Unchanged
Cornerstone Financial Management LLC	71	$6.20K	0.01%	+71	New
LGT Financial Advisors LLC	71	$6.17K	0.04%	+1+1.4%	Added
Cornerstone Planning Group LLC	69	$6.08K	0.00%	−117−62.9%	Reduced
Legacy Bridge, LLC	67	$5.85K	0.00%	+67	New
Holos Integrated Wealth LLC	60	$5.30K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	60	$5.24K	0.00%	00.0%	Unchanged
1 North Wealth Services LLC	60	$5.24K	0.00%	+60	New
MidAtlantic Capital Management, Inc.	60	$5.24K	0.00%	+60	New
Millstone Evans Group, LLC	59	$5.15K	0.00%	00.0%	Unchanged
Tower View Investment Management & Research LLC	59	$5.13K	0.00%	+59	New
Provenance Wealth Advisors, LLC	58	$5.07K	0.00%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	58	$5.04K	0.00%	−45−43.7%	Reduced
Ogorek Anthony Joseph	65	$5.00K	0.00%	+30+85.7%	Added
Accordant Advisory Group Inc	56	$4.89K	0.00%	−125−69.1%	Reduced
Country Trust Bank	55	$4.80K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	55	$4.80K	0.00%	00.0%	Unchanged
Comprehensive Financial Planning, Inc.	55	$4.80K	0.00%	00.0%	Unchanged
Sachetta, LLC	52	$4.54K	0.00%	+24+85.7%	Added
Nalls Sherbakoff Group, LLC	50	$4.37K	0.00%	00.0%	Unchanged
Ankerstar Wealth, LLC	50	$4.37K	0.00%	+50	New
Purpose Unlimited Inc.	50	$4.37K	0.00%	+50	New
Pension & Wealth Management Advisors, Inc.	50	$4.37K	0.00%	+50	New
MJT & Associates Financial Advisory Group, Inc.	49	$4.28K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	49	$4.28K	0.00%	−11−18.3%	Reduced
Sofos Investments, Inc.	48	$4.19K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	47	$4.11K	0.00%	+8+20.5%	Added
Private Wealth Management Group, LLC	46	$4.02K	0.00%	−60−56.6%	Reduced
Hoey Investments, Inc	46	$4.02K	0.00%	00.0%	Unchanged
Avion Wealth	50	$4.00K	0.00%	−18−26.5%	Reduced
Torren Management, LLC	45	$3.97K	0.00%	+45	New
S&T Bank	45	$3.93K	0.00%	−6−11.8%	Reduced
McIlrath & Eck, LLC	45	$3.93K	0.00%	00.0%	Unchanged
Kilter Group LLC	44	$3.84K	0.00%	+29+193.3%	Added
Lodestone Wealth Management LLC	43	$3.76K	0.00%	+43	New
Y.D. More Investments Ltd	13,626	$3.73K	0.00%	+13,626	New
Peoples Financial Services Corp.	40	$3.49K	0.00%	00.0%	Unchanged
Inlight Wealth Management, LLC	40	$3.49K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	38	$3.35K	0.00%	+3+8.6%	Added
Fortis Group Advisors, LLC	38	$3.32K	0.00%	00.0%	Unchanged
Abound Financial, LLC	37	$3.23K	0.00%	+37	New
Westend Capital Management, LLC	33	$2.88K	0.00%	00.0%	Unchanged
Harbor Asset Planning, Inc.	32	$2.81K	0.00%	00.0%	Unchanged
Graney & King, LLC	31	$2.73K	0.00%	−32−50.8%	Reduced
Bay Harbor Wealth Management, LLC	30	$2.62K	0.00%	+9+42.9%	Added
BankPlus Trust Department	29	$2.53K	0.00%	00.0%	Unchanged
Financial Freedom, LLC	28	$2.47K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	28	$2.46K	0.00%	−368−92.9%	Reduced
DiNuzzo Private Wealth, Inc.	28	$2.45K	0.00%	−2−6.7%	Reduced
Pinney & Scofield, Inc.	27	$2.39K	0.00%	00.0%	Unchanged
PFS Partners, LLC	27	$2.35K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	25	$2.29K	0.00%	00.0%	Unchanged
Murphy & Mullick Capital Management Corp	26	$2.27K	0.00%	−35−57.4%	Reduced
E Fund Management (Hong Kong) Co., Ltd.	26	$2.24K	0.00%	00.0%	Unchanged
Spurstone Advisory Services, LLC	25	$2.18K	0.03%	00.0%	Unchanged
Creative Capital Management Investments LLC	24	$2.10K	0.00%	00.0%	Unchanged
Navigoe, LLC	25	$2.00K	0.00%	00.0%	Unchanged
Security National Bank	21	$1.83K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	21	$1.83K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	21	$1.83K	0.00%	00.0%	Unchanged
Godfrey Financial Associates, Inc.	21	$1.83K	0.00%	+21	New
Hollencrest Capital Management	20	$1.75K	0.00%	+20	New
Dogwood Wealth Management LLC	20	$1.75K	0.00%	−3−13.0%	Reduced
Asset Planning,Inc	20	$1.75K	0.00%	00.0%	Unchanged
Sfam, LLC	20	$1.75K	0.00%	+20	New
Eq Wealth Advisors, LLC	20	$1.75K	0.00%	+20	New
Redmont Wealth Advisors LLC	19	$1.66K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	18	$1.57K	0.00%	+1+5.9%	Added
Valued Wealth Advisors LLC	17	$1.49K	0.00%	00.0%	Unchanged
Gilpin Wealth Management, LLC	16	$1.40K	0.00%	+16	New
Sunrise Financial Services, LLC	15	$1.31K	0.00%	+15	New
Bogart Wealth, LLC	14	$1.22K	0.00%	−7−33.3%	Reduced
Atlas Capital Advisors LLC	14	$1.22K	0.00%	+14	New
Wealth Watch Advisors, INC	13	$1.14K	0.00%	+5+62.5%	Added
Retirement Wealth Solutions LLC	12	$1.05K	0.00%	+1+9.1%	Added
Game Plan Financial Advisors, LLC	12	$1.05K	0.00%	00.0%	Unchanged
Fairscale Capital, LLC	12	$1.05K	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	9	$787	0.00%	+1+12.5%	Added
Core Alternative Capital	9	$786	0.00%	−14−60.9%	Reduced
Bare Financial Services, Inc	8	$699	0.00%	−59−88.1%	Reduced
Old Point Trust & Financial Services N A	6	$524	0.00%	00.0%	Unchanged
Battery Global Advisors, LLC	71	$509	0.00%	+49+222.7%	Added
Quest 10 Wealth Builders, Inc.	5	$480	0.00%	00.0%	Unchanged
NVWM, LLC	5	$437	0.00%	−5−50.0%	Reduced
North Ridge Wealth Advisors, Inc.	5	$437	0.00%	00.0%	Unchanged
Luken Investment Analytics, LLC	5	$437	0.00%	+5	New
Beaird Harris Wealth Management, LLC	5	$404	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	4	$350	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	4	$349	0.00%	−4−50.0%	Reduced
Fairman Group, LLC	4	$349	0.00%	−4−50.0%	Reduced
Hilton Head Capital Partners, LLC	4	$349	0.00%	+4	New
DecisionPoint Financial, LLC	3	$263	0.00%	00.0%	Unchanged