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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems | 24,811 | $2.17M | 0.06% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 24,553 | $2.14M | 0.02% | +3,157+14.8% | Added |
| Close Asset Management Ltd | 24,464 | $2.14M | 0.05% | −150−0.6% | Reduced |
| M. Kraus & Co | 24,316 | $2.12M | 0.59% | −292−1.2% | Reduced |
| Kestra Advisory Services, LLC | 24,181 | $2.11M | 0.01% | +4,625+23.7% | Added |
| Norinchukin Bank, The | 24,168 | $2.11M | 0.02% | +1,449+6.4% | Added |
| Venture Visionary Partners LLC | 23,827 | $2.10M | 0.07% | +1,871+8.5% | Added |
| Abn Amro Investment Solutions | 23,651 | $2.07M | 0.03% | +21,238+880.1% | Added |
| Cohen Klingenstein LLC | 23,500 | $2.05M | 0.06% | 00.0% | Unchanged |
| Oak Thistle LLC | 23,428 | $2.05M | 0.28% | +23,428 | New |
| Headlands Technologies LLC | 23,294 | $2.03M | 0.17% | −348−1.5% | Reduced |
| Canandaigua National Bank & Trust Co | 23,264 | $2.03M | 0.18% | −56−0.2% | Reduced |
| Heritage Investors Management Corp | 23,223 | $2.03M | 0.06% | −37−0.2% | Reduced |
| JB Capital LLC | 23,170 | $2.02M | 0.08% | −116−0.5% | Reduced |
| Sterling Capital Management LLC | 23,134 | $2.02M | 0.03% | −1,741−7.0% | Reduced |
| Blair William & Co | 22,587 | $1.97M | 0.01% | −105−0.5% | Reduced |
| Sanctuary Advisors, LLC | 22,572 | $1.97M | 0.01% | −1,524−6.3% | Reduced |
| Hartford Investment Management Co | 22,521 | $1.97M | 0.06% | −467−2.0% | Reduced |
| IFP Advisors, Inc | 22,404 | $1.96M | 0.04% | +20,624+1,158.7% | Added |
| ASR Vermogensbeheer N.V. | 21,786 | $1.90M | 0.02% | −53−0.2% | Reduced |
| YHB Investment Advisors, Inc. | 21,431 | $1.87M | 0.13% | −187−0.9% | Reduced |
| Glenmede Trust Co NA | 21,426 | $1.87M | 0.01% | +21,426 | New |
| Zurich Insurance Group Ltd | 21,400 | $1.87M | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 21,008 | $1.84M | 0.13% | +394+1.9% | Added |
| Union Bancaire Privee, UBP SA | 13,667 | $1.83M | 0.03% | +3,419+33.4% | Added |
| Pinnacle Associates Ltd | 20,575 | $1.80M | 0.02% | +1,460+7.6% | Added |
| Bridgefront Capital, LLC | 20,551 | $1.80M | 0.45% | +20,551 | New |
| ISAM Funds (UK) Ltd | 20,494 | $1.79M | 0.64% | +4,282+26.4% | Added |
| Intech Investment Management LLC | 20,425 | $1.78M | 0.02% | +3,699+22.1% | Added |
| Chicago Capital, LLC | 20,411 | $1.78M | 0.04% | +1,210+6.3% | Added |
| Steward Partners Investment Advisory, LLC | 20,310 | $1.77M | 0.01% | −407−2.0% | Reduced |
| North Dakota State Investment Board | 20,285 | $1.77M | 0.07% | +20,285 | New |
| Morningstar Investment Management LLC | 20,128 | $1.76M | 0.10% | −11,481−36.3% | Reduced |
| Louisiana State Employees Retirement System | 19,900 | $1.74M | 0.03% | −700−3.4% | Reduced |
| Gulf International Bank (UK) Ltd | 19,792 | $1.73M | 0.06% | 00.0% | Unchanged |
| Bailard, Inc. | 19,690 | $1.72M | 0.04% | +154+0.8% | Added |
| Savant Capital, LLC | 19,661 | $1.72M | 0.01% | +14+0.1% | Added |
| Virginia Retirement Systems Et Al | 19,600 | $1.71M | 0.01% | +19,600 | New |
| Maryland State Retirement & Pension System | 19,207 | $1.68M | 0.03% | 00.0% | Unchanged |
| Sciencast Management LP | 19,179 | $1.68M | 0.23% | −28,212−59.5% | Reduced |
| Plato Investment Management Ltd | 19,033 | $1.67M | 0.11% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 19,101 | $1.67M | 0.00% | +4,601+31.7% | Added |
| AG2R la Mondiale Gestion D'Actifs | 18,779 | $1.64M | 0.07% | +2,089+12.5% | Added |
| BDF-Gestion | 18,746 | $1.64M | 0.20% | −1,250−6.3% | Reduced |
| J.W. Cole Advisors, Inc. | 18,800 | $1.62M | 0.04% | −1,786−8.7% | Reduced |
| AMG National Trust Bank | 18,587 | $1.62M | 0.04% | +60.0% | Added |
| Essex Financial Services, Inc. | 18,394 | $1.61M | 0.09% | −814−4.2% | Reduced |
| Axq Capital, LP | 18,230 | $1.59M | 0.36% | +18,230 | New |
| Private Advisor Group, LLC | 18,077 | $1.58M | 0.01% | −448−2.4% | Reduced |
| New Mexico Educational Retirement Board | 17,908 | $1.56M | 0.05% | +100+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 17,313 | $1.56M | 0.03% | −1,616−8.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,604 | $1.54M | 0.01% | −1,675−8.7% | Reduced |
| R Squared Ltd | 17,464 | $1.53M | 0.71% | +5,749+49.1% | Added |
| Aigen Investment Management, LP | 17,363 | $1.52M | 0.35% | −11,713−40.3% | Reduced |
| Huntington National Bank | 17,310 | $1.51M | 0.01% | −392−2.2% | Reduced |
| Atria Investments LLC | 17,115 | $1.50M | 0.02% | +455+2.7% | Added |
| Ossiam | 17,002 | $1.49M | 0.03% | +13,394+371.2% | Added |
| Ipswich Investment Management Co., Inc. | 16,835 | $1.47M | 0.34% | −24,056−58.8% | Reduced |
| Everence Capital Management Inc | 16,780 | $1.47M | 0.09% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 16,728 | $1.46M | 0.28% | −653−3.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,473 | $1.46M | 0.00% | −488−2.9% | Reduced |
| HB Wealth Management, LLC | 16,585 | $1.45M | 0.01% | −921−5.3% | Reduced |
| Havemeyer Place LP | 16,230 | $1.42M | 0.28% | +16,230 | New |
| Vinva Investment Management Ltd | 15,993 | $1.41M | 0.02% | +15,993 | New |
| Bessemer Group Inc | 16,035 | $1.40M | 0.00% | +497+3.2% | Added |
| Dodge & Cox | 16,010 | $1.40M | 0.00% | −600−3.6% | Reduced |
| Private Trust Co NA | 16,009 | $1.40M | 0.12% | +390+2.5% | Added |
| Shelter Ins Retirement Plan | 16,000 | $1.40M | 1.51% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15,999 | $1.40M | 0.03% | −1,877−10.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,990 | $1.40M | 0.01% | +4,496+39.1% | Added |
| MUFG Securities EMEA plc | 15,977 | $1.40M | 0.02% | +8,465+112.7% | Added |
| Independent Advisor Alliance | 15,838 | $1.38M | 0.03% | +368+2.4% | Added |
| Dash Acquisitions Inc. | 15,198 | $1.37M | 0.29% | +606+4.2% | Added |
| Pictet & Cie (Europe) SA | 15,611 | $1.36M | 0.03% | +415+2.7% | Added |
| Tufton Capital Management | 15,533 | $1.36M | 0.24% | +422+2.8% | Added |
| Lafayette Investments, Inc. | 15,472 | $1.35M | 0.26% | −1,502−8.8% | Reduced |
| 111 Capital | 15,462 | $1.35M | 0.29% | +6,149+66.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 15,406 | $1.35M | 0.00% | −131−0.8% | Reduced |
| Oxford Asset Management LLP | 15,343 | $1.34M | 0.47% | +15,343 | New |
| NBT Bank N A | 15,184 | $1.33M | 0.09% | −549−3.5% | Reduced |
| RSM US Wealth Management LLC | 15,050 | $1.32M | 0.02% | −431−2.8% | Reduced |
| Goelzer Investment Management, Inc. | 15,151 | $1.32M | 0.06% | +2,156+16.6% | Added |
| Mirabella Financial Services LLP | 15,000 | $1.31M | 0.13% | −2,100−12.3% | Reduced |
| Hartford Funds Management Co LLC | 14,915 | $1.30M | 0.11% | +83+0.6% | Added |
| Capstone Investment Advisors, LLC | 14,794 | $1.29M | 0.01% | +1,965+15.3% | Added |
| Beacon Pointe Advisors, LLC | 14,694 | $1.28M | 0.01% | −8,369−36.3% | Reduced |
| Omers Administration Corp | 14,644 | $1.28M | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 14,610 | $1.28M | 0.04% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 14,480 | $1.26M | 0.05% | −4,730−24.6% | Reduced |
| Perigon Wealth Management, LLC | 14,201 | $1.24M | 0.02% | −346−2.4% | Reduced |
| Clearstead Advisors, LLC | 14,083 | $1.23M | 0.02% | +1,705+13.8% | Added |
| Hudson Bay Capital Management LP | 14,076 | $1.23M | 0.01% | −1,844−11.6% | Reduced |
| Davenport & Co LLC | 14,067 | $1.23M | 0.01% | +20.0% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 14,007 | $1.22M | 0.04% | +14,007 | New |
| Arthur M. Cohen & Associates, LLC | 14,000 | $1.22M | 0.20% | 00.0% | Unchanged |
| Empirical Finance, LLC | 13,976 | $1.22M | 0.06% | −620−4.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,602 | $1.19M | 0.27% | +13,602 | New |
| Quadrature Capital Ltd | 13,450 | $1.17M | 0.01% | −1,260−8.6% | Reduced |
| Tiaa Trust, National Association | 13,284 | $1.16M | 0.00% | +170+1.3% | Added |
| Boothbay Fund Management, LLC | 13,215 | $1.15M | 0.03% | −93,085−87.6% | Reduced |