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 |
|---|---|---|---|---|---|
| Keybank National Association | 53,582 | $4.68M | 0.02% | −1,481−2.7% | Reduced |
| BNP Paribas | 53,108 | $4.65M | 0.13% | +2,832+5.6% | Added |
| MML Investors Services, LLC | 52,873 | $4.62M | 0.01% | +914+1.8% | Added |
| Rakuten Investment Management, Inc. | 52,035 | $4.58M | 0.02% | +51,699+15,386.6% | Added |
| D.A. Davidson & Co. | 52,074 | $4.55M | 0.03% | −1,977−3.7% | Reduced |
| OP Asset Management Ltd | 52,070 | $4.55M | 0.06% | +7,247+16.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 51,745 | $4.52M | 0.26% | −1,493−2.8% | Reduced |
| Banque Pictet & Cie SA | 51,657 | $4.51M | 0.05% | −6,451−11.1% | Reduced |
| Gateway Investment Advisers LLC | 51,652 | $4.51M | 0.04% | +1,347+2.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,484 | $4.50M | 0.04% | +755+1.5% | Added |
| Mackenzie Financial Corp | 51,077 | $4.49M | 0.01% | −126,796−71.3% | Reduced |
| Quest Partners LLC | 50,856 | $4.44M | 0.25% | +16,862+49.6% | Added |
| Financial Advisors Network, Inc. | 50,393 | $4.40M | 0.60% | +485+1.0% | Added |
| Public Sector Pension Investment Board | 50,276 | $4.39M | 0.01% | +16,541+49.0% | Added |
| Nissay Asset Management Corp | 50,022 | $4.37M | 0.02% | +349+0.7% | Added |
| Cohen Capital Management, Inc. | 49,896 | $4.36M | 0.66% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 49,854 | $4.35M | 0.56% | +2,821+6.0% | Added |
| State of Alaska, Department of Revenue | 49,767 | $4.35M | 0.05% | −10,341−17.2% | Reduced |
| William Allan, LLC | 49,431 | $4.32M | 2.45% | +281+0.6% | Added |
| Avanza Fonder AB | 48,086 | $4.20M | 0.11% | +7,377+18.1% | Added |
| Bradley Foster & Sargent Inc | 47,671 | $4.16M | 0.06% | −2,761−5.5% | Reduced |
| Davis-Rea Ltd. | 47,574 | $4.16M | 1.04% | +3,321+7.5% | Added |
| Yousif Capital Management, LLC | 46,231 | $4.07M | 0.04% | −3,034−6.2% | Reduced |
| Aviso Financial Inc. | 46,621 | $4.07M | 0.15% | −3,727−7.4% | Reduced |
| Pathstone Holdings, LLC | 45,741 | $4.00M | 0.02% | −1,055−2.3% | Reduced |
| State of Tennessee, Treasury Department | 46,557 | $3.98M | 0.01% | −29,759−39.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 45,374 | $3.96M | 0.09% | +45,374 | New |
| Caxton Associates LLP | 45,059 | $3.94M | 0.08% | +42,382+1,583.2% | Added |
| AIA Group Ltd | 45,013 | $3.93M | 0.06% | +45,013 | New |
| McMillan Office, Inc. | 44,825 | $3.92M | 0.47% | +44,825 | New |
| Northwestern Mutual Wealth Management Co | 44,664 | $3.90M | 0.00% | +1,925+4.5% | Added |
| Oregon Public Employees Retirement Fund | 44,623 | $3.90M | 0.05% | −200−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 44,559 | $3.89M | 0.02% | −3,022−6.4% | Reduced |
| Spirepoint Private Client, LLC | 44,243 | $3.86M | 0.37% | +1,101+2.6% | Added |
| Kanawha Capital Management LLC | 43,599 | $3.81M | 0.26% | −2,689−5.8% | Reduced |
| Truist Financial Corp | 43,547 | $3.80M | 0.01% | −1,368−3.0% | Reduced |
| Atlantic Union Bankshares Corp | 43,499 | $3.80M | 0.07% | −2,641−5.7% | Reduced |
| Ethic Inc. | 43,237 | $3.78M | 0.06% | −3,812−8.1% | Reduced |
| CIBC World Markets Inc. | 43,108 | $3.77M | 0.01% | +6,778+18.7% | Added |
| Empowered Funds, LLC | 42,122 | $3.68M | 0.06% | +12,684+43.1% | Added |
| Clifford Swan Investment Counsel LLC | 41,938 | $3.66M | 0.12% | −1,314−3.0% | Reduced |
| Mutual of America Capital Management LLC | 41,857 | $3.66M | 0.04% | −698−1.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 40,848 | $3.57M | 0.03% | +801+2.0% | Added |
| Farmers & Merchants Investments Inc | 40,589 | $3.55M | 0.10% | −200−0.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 40,373 | $3.53M | 0.01% | −565−1.4% | Reduced |
| Wesleyan Assurance Society | 38,100 | $3.33M | 0.19% | 00.0% | Unchanged |
| Agf Management Ltd | 38,098 | $3.33M | 0.01% | −4,040−9.6% | Reduced |
| Public Employees Retirement Association of Colorado | 36,869 | $3.22M | 0.01% | −13,719−27.1% | Reduced |
| Evoke Wealth, LLC | 36,779 | $3.21M | 0.06% | −1,391−3.6% | Reduced |
| First Manhattan Co | 36,711 | $3.21M | 0.01% | −2,630−6.7% | Reduced |
| Brinker Capital Investments, LLC | 36,200 | $3.16M | 0.02% | −5,122−12.4% | Reduced |
| Two Sigma Advisers, LP | 35,700 | $3.12M | 0.01% | −84,000−70.2% | Reduced |
| Alps Advisors Inc | 35,691 | $3.12M | 0.02% | −217−0.6% | Reduced |
| Banco Santander, S.A. | 35,259 | $3.08M | 0.02% | −516−1.4% | Reduced |
| Wesbanco Bank Inc | 34,984 | $3.06M | 0.08% | +334+1.0% | Added |
| Wealthfront Advisers LLC | 34,855 | $3.04M | 0.01% | −1,324−3.7% | Reduced |
| Rafferty Asset Management, LLC | 34,716 | $3.03M | 0.01% | −589−1.7% | Reduced |
| JustInvest LLC | 34,397 | $3.00M | 0.03% | −4,444−11.4% | Reduced |
| Bryn Mawr Trust Co | 34,260 | $2.99M | 0.07% | +24,175+239.7% | Added |
| Liberty Capital Management, Inc. | 34,094 | $2.98M | 0.55% | +281+0.8% | Added |
| Baird Financial Group, Inc. | 33,184 | $2.90M | 0.00% | +1,379+4.3% | Added |
| STRS Ohio | 33,047 | $2.89M | 0.01% | +23,598+249.7% | Added |
| Procyon Private Wealth Partners, LLC | 32,857 | $2.87M | 0.14% | +17,912+119.9% | Added |
| Circle Wealth Management, LLC | 32,851 | $2.87M | 0.04% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 32,775 | $2.86M | 0.31% | −2,000−5.8% | Reduced |
| Oxbow Advisors, LLC | 31,706 | $2.77M | 0.24% | +240+0.8% | Added |
| Regions Financial Corp | 31,520 | $2.75M | 0.02% | −3,078−8.9% | Reduced |
| Pacer Advisors, Inc. | 31,254 | $2.73M | 0.01% | −8,408−21.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 31,246 | $2.73M | 0.02% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 31,200 | $2.73M | 0.61% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 31,153 | $2.72M | 0.39% | +31,153 | New |
| Allworth Financial LP | 31,056 | $2.71M | 0.01% | −450−1.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,778 | $2.69M | 0.01% | +1,645+5.6% | Added |
| Fiduciary Trust Co | 30,582 | $2.67M | 0.03% | −556−1.8% | Reduced |
| Holocene Advisors, LP | 30,471 | $2.66M | 0.01% | −32,373−51.5% | Reduced |
| Verition Fund Management LLC | 30,321 | $2.65M | 0.01% | −213,892−87.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 30,048 | $2.62M | 0.10% | −53−0.2% | Reduced |
| Brown Shipley& Co Ltd | 30,012 | $2.62M | 1.40% | −1,833−5.8% | Reduced |
| Investment Management Corp of Ontario | 29,392 | $2.57M | 0.03% | +10,860+58.6% | Added |
| Silvercrest Asset Management Group LLC | 29,170 | $2.55M | 0.02% | +1,282+4.6% | Added |
| Lecap Asset Management Ltd | 29,055 | $2.54M | 1.01% | +1,948+7.2% | Added |
| LRI Investments, LLC | 29,002 | $2.53M | 0.20% | −228−0.8% | Reduced |
| Merit Financial Group, LLC | 28,906 | $2.52M | 0.02% | +405+1.4% | Added |
| Mizuho Securities USA LLC | 28,377 | $2.52M | 0.04% | −208−0.7% | Reduced |
| EFG International AG | 28,809 | $2.52M | 0.05% | +28,809 | New |
| Polymer Capital Management (US) LLC | 28,583 | $2.50M | 0.32% | +8,638+43.3% | Added |
| Jones Financial Companies LLLP | 28,115 | $2.46M | 0.00% | +4,994+21.6% | Added |
| DMKC Advisory Services, LLC | 27,949 | $2.44M | 1.07% | +4,470+19.0% | Added |
| Allstate Corp | 27,860 | $2.43M | 0.03% | +13,866+99.1% | Added |
| FORA Capital, LLC | 23,191 | $2.38M | 0.29% | +13,603+141.9% | Added |
| Letson Investment Management, Inc. | 27,266 | $2.38M | 0.87% | −1,167−4.1% | Reduced |
| CenterBook Partners LP | 27,007 | $2.36M | 0.12% | +12,262+83.2% | Added |
| Horizon Investments, LLC | 26,993 | $2.36M | 0.03% | +2,391+9.7% | Added |
| Delta Global Management LP | 26,657 | $2.33M | 0.17% | −1,382−4.9% | Reduced |
| Ashton Thomas Securities, LLC | 26,462 | $2.32M | 0.44% | +7,216+37.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 25,739 | $2.25M | 0.02% | +845+3.4% | Added |
| Evercore Wealth Management, LLC | 25,441 | $2.22M | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 24,929 | $2.18M | 0.04% | −4,098−14.1% | Reduced |
| Crossmark Global Holdings, Inc. | 24,907 | $2.18M | 0.03% | +2,331+10.3% | Added |
| Landscape Capital Management, L.L.C. | 24,875 | $2.17M | 0.15% | +24,875 | New |