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 |
|---|---|---|---|---|---|
| Longfellow Investment Management Co LLC | 7,608 | $664.6K | 0.15% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 7,575 | $661.7K | 0.41% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 7,561 | $660.5K | 0.03% | +946+14.3% | Added |
| Field & Main Bank | 7,556 | $660.0K | 0.19% | −50−0.7% | Reduced |
| Frank, Rimerman Advisors LLC | 7,550 | $659.5K | 0.04% | +7,550 | New |
| Integrated Wealth Concepts LLC | 7,543 | $658.9K | 0.01% | −1,243−14.1% | Reduced |
| Birch Hill Investment Advisors LLC | 7,537 | $658.4K | 0.03% | −1,000−11.7% | Reduced |
| Krilogy Financial LLC | 7,216 | $653.6K | 0.02% | −1,705−19.1% | Reduced |
| Curated Wealth Partners LLC | 7,440 | $649.9K | 0.07% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,423 | $648.4K | 0.01% | +847+12.9% | Added |
| Lee Danner & Bass Inc | 7,410 | $647.3K | 0.05% | 00.0% | Unchanged |
| Fire Capital Management LLC | 7,346 | $641.7K | 0.32% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 7,332 | $640.0K | 0.06% | −3,601−32.9% | Reduced |
| EP Wealth Advisors, LLC | 7,275 | $635.5K | 0.00% | +7,275 | New |
| American National Bank | 7,252 | $633.5K | 0.06% | +694+10.6% | Added |
| Diversified Trust Co | 7,230 | $631.5K | 0.01% | +76+1.1% | Added |
| Werlinich Asset Management, LLC | 7,175 | $631.5K | 0.31% | +20+0.3% | Added |
| Buckingham Strategic Partners | 7,216 | $630.3K | 0.01% | −3,140−30.3% | Reduced |
| TD Private Client Wealth LLC | 7,179 | $627.1K | 0.01% | +1,577+28.2% | Added |
| Woodline Partners LP | 7,179 | $627.1K | 0.00% | +4,654+184.3% | Added |
| Ar Asset Management Inc | 7,150 | $625.0K | 0.13% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 7,101 | $620.3K | 0.23% | +171+2.5% | Added |
| Marble Harbor Investment Counsel, LLC | 7,019 | $613.1K | 0.07% | 00.0% | Unchanged |
| Eastern Bank | 6,952 | $607.3K | 0.01% | −420−5.7% | Reduced |
| Gsa Capital Partners LLP | 6,948 | $607.0K | 0.05% | +6,948 | New |
| Romano Brothers and Company | 6,936 | $605.9K | 0.07% | −100−1.4% | Reduced |
| Moneta Group Investment Advisors LLC | 6,935 | $605.8K | 0.00% | −122−1.7% | Reduced |
| Parallel Advisors, LLC | 6,934 | $605.7K | 0.01% | −547−7.3% | Reduced |
| Kestra Private Wealth Services, LLC | 6,932 | $605.5K | 0.01% | −65−0.9% | Reduced |
| Apollon Wealth Management, LLC | 6,907 | $603.3K | 0.01% | −2,569−27.1% | Reduced |
| Medallion Wealth Advisors, LLC | 6,903 | $603.0K | 0.20% | +10.0% | Added |
| Benjamin Edwards Inc | 6,894 | $602.2K | 0.01% | +1,233+21.8% | Added |
| Quadrant Capital Group LLC | 6,738 | $588.6K | 0.02% | −68−1.0% | Reduced |
| Waterford Advisors, LLC | 6,690 | $584.4K | 0.23% | 00.0% | Unchanged |
| Glenview Trust Co | 6,680 | $583.5K | 0.01% | −293−4.2% | Reduced |
| Rehmann Capital Advisory Group | 6,656 | $581.8K | 0.03% | +391+6.2% | Added |
| Amussen Hunsaker Associates LLC | 6,630 | $579.1K | 0.06% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 6,567 | $573.6K | 0.01% | +1,830+38.6% | Added |
| Wedbush Securities Inc | 6,548 | $572.0K | 0.02% | +171+2.7% | Added |
| Williams Jones Wealth Management, LLC. | 6,509 | $568.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,508 | $568.5K | 0.01% | +3,569+121.4% | Added |
| Quarry LP | 6,495 | $567.3K | 0.09% | +6,495 | New |
| Parsons Capital Management Inc | 6,475 | $565.6K | 0.03% | +1,239+23.7% | Added |
| Dark Forest Capital Management LP | 6,470 | $565.2K | 0.03% | −9,207−58.7% | Reduced |
| Umb Bank N A | 6,446 | $563.1K | 0.01% | +655+11.3% | Added |
| GAMMA Investing LLC | 6,426 | $561.3K | 0.03% | +113+1.8% | Added |
| Soltis Investment Advisors LLC | 6,394 | $558.5K | 0.04% | +479+8.1% | Added |
| Auto-Owners Insurance Co | 6,393 | $558.4K | 0.01% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 6,388 | $558.0K | 0.11% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,275 | $548.0K | 0.00% | −220−3.4% | Reduced |
| Meeder Advisory Services, Inc. | 6,254 | $546.3K | 0.02% | −2,670−29.9% | Reduced |
| Transcend Wealth Collective, LLC | 6,231 | $544.3K | 0.04% | +1,844+42.0% | Added |
| Westhampton Capital, LLC | 6,218 | $543.1K | 0.26% | −7−0.1% | Reduced |
| TCW Group Inc | 6,211 | $542.5K | 0.00% | +6,211 | New |
| Central Trust Co | 6,168 | $538.8K | 0.01% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 6,164 | $538.4K | 0.04% | −160−2.5% | Reduced |
| AlphaGrep UK Ltd | 6,153 | $537.5K | 0.18% | +6,153 | New |
| State of Wyoming | 6,148 | $537.0K | 0.06% | −700−10.2% | Reduced |
| Means Investment Co., Inc. | 6,143 | $536.6K | 0.05% | +10.0% | Added |
| Meridian Management Co | 6,007 | $524.7K | 0.13% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,933 | $518.2K | 0.01% | +3,648+159.6% | Added |
| Allred Capital Management, LLC | 5,911 | $516.3K | 0.19% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,890 | $514.5K | 0.01% | −836−12.4% | Reduced |
| Dearborn Partners LLC | 5,865 | $512.3K | 0.03% | 00.0% | Unchanged |
| Volterra Technologies LP | 5,767 | $503.7K | 0.52% | −1,898−24.8% | Reduced |
| Hartford Financial Management Inc. | 5,711 | $498.8K | 0.13% | −104−1.8% | Reduced |
| Siemens Fonds Invest GmbH | 5,558 | $489.2K | 0.03% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 5,589 | $488.2K | 0.31% | −120−2.1% | Reduced |
| Sage Capital Management, LLC | 5,570 | $486.7K | 0.22% | −12,964−69.9% | Reduced |
| Quotient Wealth Partners, LLC | 5,558 | $485.5K | 0.01% | −255−4.4% | Reduced |
| Aptus Capital Advisors, LLC | 5,556 | $485.3K | 0.00% | +70+1.3% | Added |
| Wedmont Private Capital | 5,434 | $480.4K | 0.02% | −85−1.5% | Reduced |
| Bull Street Advisors, LLC | 5,470 | $478.0K | 0.22% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 5,468 | $477.6K | 0.16% | +2,958+117.8% | Added |
| Simmons Bank | 5,380 | $469.9K | 0.03% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 5,370 | $469.1K | 0.26% | +6+0.1% | Added |
| Rothschild Investment LLC | 5,359 | $468.1K | 0.03% | −1,278−19.3% | Reduced |
| Tema ETFs LLC | 5,345 | $466.9K | 0.04% | −12−0.2% | Reduced |
| Callan Family Office, LLC | 5,323 | $464.9K | 0.01% | −42−0.8% | Reduced |
| La Banque Postale Asset Management SA | 5,321 | $464.8K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 5,271 | $460.4K | 0.01% | +2,537+92.8% | Added |
| Freestone Capital Holdings, LLC | 5,253 | $458.9K | 0.01% | −573−9.8% | Reduced |
| CX Institutional | 5,248 | $458.0K | 0.01% | −505−8.8% | Reduced |
| StoneX Group Inc. | 5,224 | $456.4K | 0.02% | −49−0.9% | Reduced |
| Stephens Inc | 5,222 | $456.2K | 0.01% | +132+2.6% | Added |
| Gabelli Funds LLC | 5,200 | $454.2K | 0.00% | +285+5.8% | Added |
| Connable Office Inc | 5,172 | $451.8K | 0.04% | 00.0% | Unchanged |
| Optas, LLC | 5,153 | $450.1K | 0.07% | +251+5.1% | Added |
| Cary Street Partners Financial LLC | 5,148 | $449.7K | 0.01% | −17−0.3% | Reduced |
| Ingalls & Snyder LLC | 5,141 | $449.0K | 0.02% | −336−6.1% | Reduced |
| Garrison Point Advisors, LLC | 5,120 | $447.2K | 0.20% | −190−3.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,119 | $447.1K | 0.03% | +1,574+44.4% | Added |
| Global Retirement Partners, LLC | 5,112 | $446.5K | 0.01% | +2,838+124.8% | Added |
| Investment Advisory Services Inc | 5,105 | $445.9K | 0.14% | −198−3.7% | Reduced |
| Banque Transatlantique SA | 5,086 | $444.2K | 0.01% | +106+2.1% | Added |
| Vancity Investment Management Ltd | 5,044 | $441.0K | 0.06% | +990+24.4% | Added |
| Burling Wealth Partners, LLC | 5,042 | $440.4K | 0.07% | −3,815−43.1% | Reduced |
| Citizens Financial Group Inc | 5,039 | $440.1K | 0.01% | −213−4.1% | Reduced |
| Guggenheim Capital LLC | 4,997 | $436.5K | 0.00% | −546−9.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,988 | $435.7K | 0.04% | −140−2.7% | Reduced |