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 |
|---|---|---|---|---|---|
| Carolina Wealth Advisors, LLC | 13,047 | $1.14M | 0.51% | +93+0.7% | Added |
| Pensionfund Sabic | 13,000 | $1.14M | 0.31% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 12,948 | $1.13M | 0.08% | +4,714+57.3% | Added |
| Diversify Wealth Management, LLC | 12,597 | $1.13M | 0.05% | −3,272−20.6% | Reduced |
| E. Ohman J:or Asset Management AB | 12,877 | $1.12M | 0.03% | −4,423−25.6% | Reduced |
| Advisors Asset Management, Inc. | 12,810 | $1.12M | 0.02% | −311−2.4% | Reduced |
| Vident Advisory, LLC | 12,772 | $1.12M | 0.01% | −1,432−10.1% | Reduced |
| Trust Co of Vermont | 12,754 | $1.11M | 0.05% | −203−1.6% | Reduced |
| Principal Securities, Inc. | 12,735 | $1.11M | 0.02% | +692+5.7% | Added |
| Tokio Marine Asset Management Co Ltd | 12,734 | $1.11M | 0.04% | 00.0% | Unchanged |
| WBI Investments | 12,728 | $1.11M | 0.29% | +12,728 | New |
| Versor Investments LP | 12,655 | $1.11M | 0.17% | +12,655 | New |
| Ironwood Investment Management LLC | 12,611 | $1.10M | 0.46% | +44+0.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,560 | $1.10M | 0.05% | 00.0% | Unchanged |
| Scotia Capital Inc. | 12,459 | $1.09M | 0.00% | +1,068+9.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,452 | $1.09M | 0.01% | −57−0.5% | Reduced |
| Richard Bernstein Advisors LLC | 12,442 | $1.09M | 0.03% | −1,257−9.2% | Reduced |
| Metis Global Partners, LLC | 12,399 | $1.08M | 0.03% | −962−7.2% | Reduced |
| Tealwood Asset Management Inc | 12,374 | $1.08M | 0.49% | −3,434−21.7% | Reduced |
| Bollard Group LLC | 12,287 | $1.07M | 0.03% | +33+0.3% | Added |
| Trivant Custom Portfolio Group, LLC | 12,088 | $1.06M | 0.61% | −815−6.3% | Reduced |
| Runnymede Capital Advisors, Inc. | 12,088 | $1.06M | 0.61% | +12,088 | New |
| United Capital Financial Advisers, LLC | 12,015 | $1.05M | 0.01% | −995−7.6% | Reduced |
| Ally Financial Inc. | 12,000 | $1.05M | 0.13% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,792 | $1.03M | 0.00% | +678+6.1% | Added |
| Hunter Associates Investment Management LLC | 11,682 | $1.03M | 0.14% | +11,682 | New |
| Rossmore Private Capital | 11,744 | $1.03M | 0.09% | +225+2.0% | Added |
| Raiffeisen Bank International AG | 11,583 | $1.02M | 0.01% | −496−4.1% | Reduced |
| Cresset Asset Management, LLC | 11,654 | $1.02M | 0.00% | +1,236+11.9% | Added |
| Triangle Securities Wealth Management | 11,614 | $1.01M | 0.21% | −1,253−9.7% | Reduced |
| Inceptionr LLC | 11,536 | $1.01M | 0.28% | −6,524−36.1% | Reduced |
| Stevens Capital Management LP | 11,528 | $1.01M | 0.35% | +11,528 | New |
| Resources Investment Advisors, LLC. | 11,428 | $998.2K | 0.01% | −1,612−12.4% | Reduced |
| Hillsdale Investment Management Inc. | 11,340 | $990.5K | 0.03% | +1,040+10.1% | Added |
| Guinness Atkinson Asset Management Inc | 11,259 | $990.2K | 0.47% | −328−2.8% | Reduced |
| Ostrum Asset Management | 11,266 | $984.1K | 0.05% | −3,733−24.9% | Reduced |
| Principle Wealth Partners LLC | 11,158 | $974.7K | 0.05% | +7+0.1% | Added |
| Lido Advisors, LLC | 10,714 | $974.0K | 0.00% | +1,227+12.9% | Added |
| Neville Rodie & Shaw Inc | 11,108 | $970.0K | 0.07% | −50−0.4% | Reduced |
| RMB Capital Management, LLC | 11,095 | $969.1K | 0.02% | +5,783+108.9% | Added |
| Bleakley Financial Group, LLC | 11,081 | $967.9K | 0.02% | +11,081 | New |
| MASTERINVEST Kapitalanlage GmbH | 10,918 | $960.9K | 0.09% | +2,240+25.8% | Added |
| Holowesko Partners Ltd. | 10,900 | $952.1K | 0.33% | 00.0% | Unchanged |
| Archer Investment Corp | 5,250 | $947.9K | 0.21% | +4,987+1,896.2% | Added |
| Snowden Capital Advisors LLC | 10,737 | $937.9K | 0.02% | −251−2.3% | Reduced |
| Cypress Advisory Group LLC | 10,705 | $935.1K | 0.69% | +325+3.1% | Added |
| Securian Asset Management, Inc | 10,597 | $925.6K | 0.04% | −8,356−44.1% | Reduced |
| Fifth Third Bancorp | 10,591 | $925.1K | 0.00% | −4,669−30.6% | Reduced |
| Whittier Trust Co | 10,227 | $919.3K | 0.01% | −1,085−9.6% | Reduced |
| MUFG Securities Americas Inc. | 10,499 | $917.1K | 0.06% | −85−0.8% | Reduced |
| Bridges Investment Management Inc | 10,411 | $909.4K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 10,400 | $908.4K | 0.06% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 10,365 | $905.4K | 0.05% | −81−0.8% | Reduced |
| Centiva Capital, LP | 10,261 | $896.3K | 0.05% | +10,261 | New |
| Virtu Financial LLC | 10,185 | $890.0K | 0.03% | +10,185 | New |
| Lederer & Associates Investment Counsel | 10,077 | $880.0K | 0.59% | +10,077 | New |
| Rockland Trust Co | 10,000 | $873.5K | 0.03% | −2,306−18.7% | Reduced |
| Woodstock Corp | 9,959 | $869.9K | 0.07% | −50−0.5% | Reduced |
| Argent Trust Co | 9,894 | $864.2K | 0.03% | −1,042−9.5% | Reduced |
| Cooper Financial Group | 9,892 | $864.1K | 0.09% | −94−0.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,872 | $862.3K | 0.02% | −191−1.9% | Reduced |
| BKD Wealth Advisors, LLC | 9,834 | $859.0K | 0.02% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 9,684 | $845.9K | 0.02% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 9,622 | $840.5K | 0.02% | +9,622 | New |
| Ascent Wealth Partners, LLC | 9,527 | $832.2K | 0.10% | +15+0.2% | Added |
| IMA Wealth, Inc. | 9,514 | $831.1K | 0.08% | +11+0.1% | Added |
| Salem Investment Counselors Inc | 9,502 | $830.0K | 0.02% | +1,646+21.0% | Added |
| Azzad Asset Management Inc | 9,368 | $818.3K | 0.08% | +145+1.6% | Added |
| Graham Capital Management, L.P. | 9,282 | $810.8K | 0.03% | +9,282 | New |
| Bartlett & Co. Wealth Management LLC | 9,268 | $809.6K | 0.01% | −511−5.2% | Reduced |
| Concurrent Investment Advisors, LLC | 9,247 | $807.8K | 0.01% | +160+1.8% | Added |
| Burney Co | 9,226 | $805.9K | 0.03% | +93+1.0% | Added |
| Home Federal Bank of Tennessee | 9,176 | $801.5K | 0.21% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 9,150 | $799.2K | 0.03% | +1,458+19.0% | Added |
| Trust Co of Toledo NA | 9,055 | $791.0K | 0.08% | −304−3.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,025 | $788.3K | 0.00% | +2,549+39.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $780.0K | 0.02% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 8,917 | $778.9K | 0.06% | −1,697−16.0% | Reduced |
| Monarch Capital Management Inc | 8,883 | $775.9K | 0.19% | −123−1.4% | Reduced |
| Sequoia Financial Advisors, LLC | 8,813 | $769.8K | 0.00% | +1,985+29.1% | Added |
| Ballentine Partners, LLC | 8,776 | $766.6K | 0.01% | +2,854+48.2% | Added |
| Larson Financial Group LLC | 8,713 | $761.0K | 0.03% | +1,154+15.3% | Added |
| HighPoint Advisor Group LLC | 8,655 | $756.0K | 0.02% | −180−2.0% | Reduced |
| Algert Global LLC | 8,650 | $755.6K | 0.01% | −22,915−72.6% | Reduced |
| Vontobel Holding Ltd. | 8,598 | $751.0K | 0.00% | 00.0% | Unchanged |
| Anchyra Partners LLC | 8,492 | $741.8K | 0.23% | +8,492 | New |
| Meiji Yasuda Asset Management Co Ltd. | 8,455 | $738.5K | 0.04% | +8,455 | New |
| Johnson Investment Counsel Inc | 8,439 | $737.1K | 0.01% | −42−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 8,395 | $733.3K | 0.01% | +353+4.4% | Added |
| Warren Averett Asset Management, LLC | 8,373 | $731.4K | 0.01% | +1,089+15.0% | Added |
| Oppenheimer & Co Inc | 8,321 | $726.8K | 0.01% | +62+0.8% | Added |
| Assetmark, Inc | 8,285 | $723.7K | 0.00% | +3,144+61.2% | Added |
| Arkadios Wealth Advisors | 8,236 | $719.5K | 0.01% | +916+12.5% | Added |
| Dumont & Blake Investment Advisors LLC | 8,193 | $716.0K | 0.17% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 8,182 | $714.7K | 0.02% | −113−1.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 7,810 | $696.5K | 0.02% | −499−6.0% | Reduced |
| Greenleaf Trust | 7,967 | $695.9K | 0.01% | −875−9.9% | Reduced |
| Sivia Capital Partners, LLC | 7,863 | $686.8K | 0.14% | +7,863 | New |
| Vestcor Inc | 7,833 | $684.0K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 7,680 | $671.0K | 0.01% | 00.0% | Unchanged |