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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 4,973 | $434.4K | 0.02% | −1,118−18.4% | Reduced |
| NewEdge Wealth, LLC | 4,955 | $432.8K | 0.00% | +4,955 | New |
| Montag A & Associates Inc | 4,954 | $432.8K | 0.02% | +205+4.3% | Added |
| Mesirow Financial Investment Management, Inc. | 4,938 | $431.3K | 0.01% | −2,878−36.8% | Reduced |
| Kingsview Wealth Management, LLC | 4,928 | $430.5K | 0.01% | +17+0.3% | Added |
| Grimes & Company, Inc. | 4,926 | $430.3K | 0.01% | +23+0.5% | Added |
| Tocqueville Asset Management L.P. | 4,907 | $428.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,906 | $428.6K | 0.02% | +18+0.4% | Added |
| MQS Management LLC | 4,864 | $424.9K | 0.25% | +4,864 | New |
| TD Waterhouse Canada Inc. | 4,843 | $423.0K | 0.00% | +187+4.0% | Added |
| Exencial Wealth Advisors, LLC | 4,819 | $420.9K | 0.01% | +133+2.8% | Added |
| Chicago Partners Investment Group LLC | 4,625 | $420.8K | 0.01% | +810+21.2% | Added |
| Moors & Cabot, Inc. | 4,741 | $414.1K | 0.02% | +126+2.7% | Added |
| Signaturefd, LLC | 4,724 | $412.6K | 0.01% | −97−2.0% | Reduced |
| Valeo Financial Advisors, LLC | 4,714 | $411.8K | 0.01% | +179+3.9% | Added |
| Core Wealth Partners LLC | 4,670 | $407.9K | 0.18% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,601 | $401.9K | 0.08% | +1,419+44.6% | Added |
| Evolve Private Wealth, LLC | 4,594 | $401.3K | 0.02% | +4,594 | New |
| Prime Capital Investment Advisors, LLC | 4,585 | $400.5K | 0.00% | −438−8.7% | Reduced |
| Beck Mack & Oliver LLC | 4,582 | $400.2K | 0.01% | −132−2.8% | Reduced |
| Eventide Asset Management, LLC | 4,536 | $399.2K | 0.01% | −6,156−57.6% | Reduced |
| Private Wealth Asset Management, LLC | 4,531 | $395.8K | 0.04% | 00.0% | Unchanged |
| Everett Harris & Co | 4,518 | $394.6K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 4,492 | $392.4K | 0.03% | −18,416−80.4% | Reduced |
| Choate Investment Advisors | 4,474 | $390.8K | 0.01% | −121−2.6% | Reduced |
| Valley Brook Capital Group | 4,470 | $390.5K | 0.26% | −595−11.7% | Reduced |
| Advisory Services Network, LLC | 4,465 | $390.1K | 0.01% | −218−4.7% | Reduced |
| OpenArc Corporate Advisory, LLC | 4,449 | $388.6K | 0.01% | +4,449 | New |
| Excalibur Management Corp | 4,435 | $387.4K | 0.14% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 4,400 | $384.3K | 0.14% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,387 | $383.2K | 0.01% | +395+9.9% | Added |
| HBK Sorce Advisory LLC | 4,257 | $382.5K | 0.01% | −107−2.5% | Reduced |
| Washington Trust Co | 4,378 | $382.4K | 0.01% | −12−0.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $375.6K | 0.10% | 00.0% | Unchanged |
| Viewpoint Investment Partners Corp | 4,300 | $375.6K | 0.18% | +4,300 | New |
| V-Square Quantitative Management LLC | 4,297 | $375.3K | 0.04% | +4,297 | New |
| Drexel Morgan & Co. | 4,288 | $374.6K | 0.06% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 4,270 | $373.0K | 0.19% | +4,270 | New |
| Hilltop Holdings Inc. | 4,260 | $372.1K | 0.02% | −206−4.6% | Reduced |
| Fortress Private Ledger, LLC | 4,247 | $371.0K | 0.12% | +1,045+32.6% | Added |
| Pointe Capital Management LLC | 4,202 | $367.0K | 0.18% | −124−2.9% | Reduced |
| NorthRock Partners, LLC | 4,162 | $363.6K | 0.01% | −6,346−60.4% | Reduced |
| Osmosis Investment Management UK Ltd | 4,159 | $363.3K | 0.01% | +4,159 | New |
| Sound View Wealth Advisors Group, LLC | 4,144 | $362.0K | 0.02% | +210+5.3% | Added |
| Shakespeare Wealth Management, Inc. | 4,142 | $361.8K | 0.08% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,131 | $360.8K | 0.00% | +4,131 | New |
| QSV Equity Investors LLC | 4,129 | $360.7K | 0.53% | −178−4.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,117 | $359.7K | 0.01% | +4,117 | New |
| Fifth Third Wealth Advisors LLC | 4,113 | $359.3K | 0.01% | +63+1.6% | Added |
| Verdence Capital Advisors LLC | 4,093 | $357.5K | 0.02% | −20.0% | Reduced |
| GTS Securities LLC | 4,066 | $355.2K | 0.01% | +4,066 | New |
| Busey Wealth Management | 4,053 | $354.0K | 0.01% | +254+6.7% | Added |
| Checchi Capital Advisers, LLC | 4,047 | $353.5K | 0.02% | +14+0.3% | Added |
| 1st Source Bank | 4,045 | $353.3K | 0.02% | −471−10.4% | Reduced |
| Hancock Whitney Corp | 4,036 | $352.5K | 0.01% | 00.0% | Unchanged |
| Wendell David Associates Inc | 4,027 | $352.0K | 0.04% | −1,196−22.9% | Reduced |
| Patten & Patten Inc | 4,010 | $350.3K | 0.02% | +505+14.4% | Added |
| Knollwood Investment Advisory, LLC | 4,008 | $350.1K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,977 | $349.7K | 0.02% | +1,570+65.2% | Added |
| Charter Trust Co | 3,968 | $346.6K | 0.02% | −27−0.7% | Reduced |
| Philadelphia Trust Co | 3,929 | $343.0K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,925 | $342.8K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3,897 | $340.4K | 0.08% | +10.0% | Added |
| Radnor Capital Management, LLC | 3,892 | $340.0K | 0.05% | −140−3.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 3,886 | $339.4K | 0.02% | +3,886 | New |
| Rexford Capital Inc | 3,861 | $337.3K | 0.26% | +32+0.8% | Added |
| Westpac Banking Corp | 3,856 | $336.8K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 3,838 | $335.2K | 0.00% | +3,838 | New |
| Fortune Financial Advisors, LLC | 3,828 | $334.4K | 0.23% | +10.0% | Added |
| First Western Trust Bank | 3,826 | $334.2K | 0.02% | −1,116−22.6% | Reduced |
| Trust Co of Virginia | 3,825 | $334.1K | 0.03% | −114−2.9% | Reduced |
| Cigna Investments Inc | 3,824 | $334.0K | 0.05% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,823 | $334.0K | 0.06% | −30−0.8% | Reduced |
| Blueshift Asset Management, LLC | 3,820 | $333.7K | 0.10% | −3,501−47.8% | Reduced |
| Shelton Capital Management | 3,766 | $328.9K | 0.01% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,738 | $326.5K | 0.03% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 3,713 | $324.3K | 0.22% | −63−1.7% | Reduced |
| Gamco Investors, Inc. Et Al | 3,700 | $323.2K | 0.00% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,698 | $323.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,680 | $321.4K | 0.01% | +843+29.7% | Added |
| LGT Group Foundation | 3,606 | $317.4K | 0.00% | −1,700−32.0% | Reduced |
| DRW Securities, LLC | 3,616 | $315.9K | 0.02% | +734+25.5% | Added |
| GSB Wealth Management, LLC | 3,603 | $314.7K | 0.07% | +14+0.4% | Added |
| Wealthspire Advisors, LLC | 3,601 | $314.5K | 0.00% | +1,640+83.6% | Added |
| Cullen/Frost Bankers, Inc. | 3,588 | $313.4K | 0.00% | −270−7.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,577 | $312.5K | 0.01% | 00.0% | Unchanged |
| Holderness Investments Co | 3,552 | $310.3K | 0.06% | −72−2.0% | Reduced |
| Fidelis Capital Partners, LLC | 3,550 | $310.1K | 0.02% | +108+3.1% | Added |
| Mystic Asset Management, Inc. | 3,549 | $310.0K | 0.07% | −534−13.1% | Reduced |
| Kinneret Advisory, LLC | 3,542 | $309.4K | 0.03% | −97−2.7% | Reduced |
| Sterneck Capital Management, LLC | 3,520 | $307.5K | 0.14% | +432+14.0% | Added |
| Profund Advisors LLC | 3,516 | $307.1K | 0.01% | −603−14.6% | Reduced |
| Moody National Bank Trust Division | 3,502 | $305.9K | 0.03% | −1,912−35.3% | Reduced |
| Menora Mivtachim Holdings Ltd. | 3,500 | $305.7K | 0.00% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,495 | $305.3K | 0.04% | −610−14.9% | Reduced |
| Addison Advisors LLC | 3,460 | $302.2K | 0.07% | −17−0.5% | Reduced |
| VestGen Advisors, LLC | 3,460 | $302.2K | 0.01% | +1,262+57.4% | Added |
| Great Diamond Partners, LLC | 3,447 | $301.1K | 0.06% | 00.0% | Unchanged |
| Miller Financial Services LLC | 3,445 | $300.9K | 0.35% | −250−6.8% | Reduced |
| Parcion Private Wealth LLC | 3,435 | $300.0K | 0.02% | −217−5.9% | Reduced |