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
Davis Capital Management	3	$262	0.00%	−1−25.0%	Reduced
Financial Management Professionals, Inc.	3	$262	0.00%	+3	New
Stone House Investment Management, LLC	3	$262	0.00%	+3	New
Redwood Park Advisors LLC	2	$175	0.00%	−26−92.9%	Reduced
Hughes Financial Services, LLC	2	$175	0.00%	−3−60.0%	Reduced
Rakuten Securities, Inc.	2	$175	0.00%	00.0%	Unchanged
Reyes Financial Architecture, Inc.	2	$175	0.00%	+2	New
NorthAvenue LLC	2	$175	0.00%	+2	New
Winnow Wealth LLC	1	$88	0.00%	00.0%	Unchanged
Jessup Wealth Management, Inc	1	$87	0.00%	+1	New
Westfuller Advisors, LLC	1	$55	0.00%	00.0%	Unchanged
Cartenna Capital, LP	0	$0	0.00%	−775,000−100.0%	Sold out
AdvisorShares Investments LLC	0	$0	0.00%	−81,800−100.0%	Sold out
Connor, Clark & Lunn Investment Management Ltd.	0	$0	0.00%	−67,057−100.0%	Sold out
Kovitz Investment Group Partners, LLC	0	$0	0.00%	−56,837−100.0%	Sold out
HITE Hedge Asset Management LLC	0	$0	0.00%	−54,321−100.0%	Sold out
Artemis Investment Management LLP	0	$0	0.00%	−45,805−100.0%	Sold out
SummitTX Capital, L.P.	0	$0	0.00%	−32,860−100.0%	Sold out
Weiss Asset Management LP	0	$0	0.00%	−18,084−100.0%	Sold out
New England Research & Management, Inc.	0	$0	0.00%	−14,575−100.0%	Sold out
Brighton Jones LLC	0	$0	0.00%	−13,813−100.0%	Sold out
NJ State Employees Deferred Compensation Plan	0	$0	0.00%	−13,001−100.0%	Sold out
Ci Investments Inc.	0	$0	0.00%	−11,769−100.0%	Sold out
CAPROCK Group, Inc.	0	$0	0.00%	−11,304−100.0%	Sold out
Nomura Holdings Inc	0	$0	0.00%	−10,305−100.0%	Sold out
Compass Wealth Management LLC	0	$0	0.00%	−9,515−100.0%	Sold out
Fox Run Management, L.L.C.	0	$0	0.00%	−8,607−100.0%	Sold out
Perbak Capital Partners LLP	0	$0	0.00%	−8,596−100.0%	Sold out
Pallas Capital Advisors LLC	0	$0	0.00%	−6,901−100.0%	Sold out
Sanders Morris Harris LLC	0	$0	0.00%	−4,500−100.0%	Sold out
Chicago Trust Co NA	0	$0	0.00%	−4,455−100.0%	Sold out
Catalytic Wealth RIA, LLC	0	$0	0.00%	−4,309−100.0%	Sold out
GAM Holding AG	0	$0	0.00%	−4,000−100.0%	Sold out
Arista Wealth Management, LLC	0	$0	0.00%	−3,761−100.0%	Sold out
Baker Avenue Asset Management, LP	0	$0	0.00%	−3,673−100.0%	Sold out
Neo Ivy Capital Management	0	$0	0.00%	−3,612−100.0%	Sold out
Banque Cantonale Vaudoise	0	$0	0.00%	−3,361−100.0%	Sold out
Armistice Capital, LLC	0	$0	0.00%	−3,340−100.0%	Sold out
Lombard Odier Asset Management (USA) Corp	0	$0	0.00%	−3,240−100.0%	Sold out
Requisite Capital Management, LLC	0	$0	0.00%	−3,101−100.0%	Sold out
Pitcairn Co	0	$0	0.00%	−2,998−100.0%	Sold out
Jackson Thornton Asset Management, LLC	0	$0	0.00%	−2,844−100.0%	Sold out
Dover Advisors, LLC	0	$0	0.00%	−2,702−100.0%	Sold out
Principal Street Partners, LLC	0	$0	0.00%	−2,676−100.0%	Sold out
Sapient Capital LLC	0	$0	0.00%	−2,564−100.0%	Sold out
Acropolis Investment Management, LLC	0	$0	0.00%	−2,363−100.0%	Sold out
DF Dent & Co Inc	0	$0	0.00%	−2,555−100.0%	Sold out
Simplex Trading, LLC	0	$0	0.00%	−2,509−100.0%	Sold out
David Loasby	0	$0	0.00%	−2,518−100.0%	Sold out
Equitable Holdings, Inc.	0	$0	0.00%	−2,471−100.0%	Sold out
Chemung Canal Trust Co	0	$0	0.00%	−2,470−100.0%	Sold out
Inscription Capital, LLC	0	$0	0.00%	−2,386−100.0%	Sold out
Patton Albertson Miller Group, LLC	0	$0	0.00%	−2,341−100.0%	Sold out
Capital Performance Advisors LLP	0	$0	0.00%	−2,293−100.0%	Sold out
Brookstone Capital Management	0	$0	0.00%	−2,274−100.0%	Sold out
Summit Financial, LLC	0	$0	0.00%	−2,269−100.0%	Sold out
Old National Bancorp	0	$0	0.00%	−2,245−100.0%	Sold out
First National Trust Co	0	$0	0.00%	−2,214−100.0%	Sold out
Empower Advisory Group, LLC	0	$0	0.00%	−2,193−100.0%	Sold out
Childress Capital Advisors, LLC	0	$0	0.00%	−2,188−100.0%	Sold out
Financial Life Planners	0	$0	0.00%	−1,355−100.0%	Sold out
New Age Alpha Advisors, LLC	0	$0	0.00%	−814−100.0%	Sold out
Rise Advisors, LLC	0	$0	0.00%	−811−100.0%	Sold out
PEAK6 LLC	0	$0	0.00%	−594−100.0%	Sold out
Hopwood Financial Services, Inc.	0	$0	0.00%	−562−100.0%	Sold out
Crowley Wealth Management, Inc.	0	$0	0.00%	−450−100.0%	Sold out
Itau Unibanco Holding S.A.	0	$0	0.00%	−338−100.0%	Sold out
Ameritas Advisory Services, LLC	0	$0	0.00%	−318−100.0%	Sold out
Stance Capital LLC	0	$0	0.00%	−295−100.0%	Sold out
North Capital, Inc.	0	$0	0.00%	−277−100.0%	Sold out
Palisade Asset Management, LLC	0	$0	0.00%	−206−100.0%	Sold out
Optiver Holding B.V.	0	$0	0.00%	−202−100.0%	Sold out
Tortoise Investment Management, LLC	0	$0	0.00%	−140−100.0%	Sold out
JPL Wealth Management, LLC	0	$0	0.00%	−123−100.0%	Sold out
TruNorth Capital Management, LLC	0	$0	0.00%	−122−100.0%	Sold out
Delos Wealth Advisors, LLC	0	$0	0.00%	−110−100.0%	Sold out
Logan Capital Management Inc	0	$0	0.00%	−101−100.0%	Sold out
Morton Brown Family Wealth, LLC	0	$0	0.00%	−100−100.0%	Sold out
First PREMIER Bank	0	$0	0.00%	−100−100.0%	Sold out
Heartwood Wealth Advisors LLC	0	$0	0.00%	−89−100.0%	Sold out
Breakwater Investment Management	0	$0	0.00%	−72−100.0%	Sold out
Main Street Group, LTD	0	$0	0.00%	−62−100.0%	Sold out
Ameriflex Group, Inc.	0	$0	0.00%	−62−100.0%	Sold out
Syntax Research, Inc.	0	$0	0.00%	−59−100.0%	Sold out
Glass Jacobson Investment Advisors llc	0	$0	0.00%	−56−100.0%	Sold out
Cheviot Value Management, LLC	0	$0	0.00%	−50−100.0%	Sold out
Marquette Asset Management, LLC	0	$0	0.00%	−37−100.0%	Sold out
Halbert Hargrove Global Advisors, LLC	0	$0	0.00%	−37−100.0%	Sold out
First Pacific Financial	0	$0	0.00%	−35−100.0%	Sold out
Moisand Fitzgerald Tamayo, LLC	0	$0	0.00%	−27−100.0%	Sold out
Cloud Capital Management, LLC	0	$0	0.00%	−31−100.0%	Sold out
Trifecta Capital Advisors, LLC	0	$0	0.00%	−15−100.0%	Sold out
Strategic Wealth Partners, Ltd.	0	$0	0.00%	−1−100.0%	Sold out
AXA Investment Managers S.A.	–	–	–	–	Not filed
Pinebridge Investments, L.P.	–	–	–	–	Not filed
Cubist Systematic Strategies, LLC	–	–	–	–	Not filed
Pinnacle Financial Partners Inc	–	–	–	–	Not filed
CIBC Bancorp USA Inc.	–	–	–	–	Not filed
Eisler Capital Management Ltd.	–	–	–	–	Not filed
EFG Asset Management (Americas) Corp.	–	–	–	–	Not filed