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 |
|---|---|---|---|---|---|
| Northwest Bancshares, Inc. | 3,430 | $299.6K | 0.06% | −75−2.1% | Reduced |
| Americana Partners, LLC | 3,408 | $297.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,407 | $297.6K | 0.05% | −145−4.1% | Reduced |
| Fruth Investment Management | 3,403 | $297.0K | 0.08% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,375 | $294.8K | 0.04% | −1,181−25.9% | Reduced |
| Farmers National Bank | 3,375 | $294.8K | 0.07% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 3,364 | $293.8K | 0.23% | −527−13.5% | Reduced |
| Bokf, NA | 3,347 | $292.4K | 0.00% | −481−12.6% | Reduced |
| Defined Wealth Management, LLC | 3,337 | $291.5K | 0.17% | −10.0% | Reduced |
| Strategic Planning, Inc. | 3,335 | $291.3K | 0.16% | −166−4.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,214 | $291.0K | 0.00% | −15,934−83.2% | Reduced |
| Howland Capital Management LLC | 3,324 | $290.3K | 0.01% | +72+2.2% | Added |
| Aberdeen Wealth Management LLC | 3,299 | $288.2K | 0.13% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,283 | $286.8K | 0.01% | +371+12.7% | Added |
| Mather Group, LLC. | 3,281 | $286.6K | 0.00% | +371+12.7% | Added |
| Resonant Capital Advisors, LLC | 3,272 | $285.8K | 0.02% | −512−13.5% | Reduced |
| Miracle Mile Advisors, LLC | 3,258 | $284.6K | 0.00% | +131+4.2% | Added |
| TCTC Holdings, LLC | 3,249 | $283.8K | 0.01% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 3,241 | $283.1K | 0.00% | +623+23.8% | Added |
| National Asset Management, Inc. | 3,229 | $282.1K | 0.01% | −318−9.0% | Reduced |
| Invesco, LLC | 3,222 | $281.4K | 0.09% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,217 | $281.0K | 0.08% | +124+4.0% | Added |
| Foster & Motley Inc | 3,218 | $281.0K | 0.01% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 3,164 | $276.4K | 0.00% | −771−19.6% | Reduced |
| J. Team Financial, Inc. | 3,161 | $276.1K | 0.28% | +152+5.1% | Added |
| BTG Pactual Asset Management US LLC | 3,153 | $275.4K | 0.03% | +3,153 | New |
| PFG Investments, LLC | 3,131 | $273.5K | 0.01% | −385−10.9% | Reduced |
| Founders Financial Securities LLC | 3,130 | $273.4K | 0.02% | +148+5.0% | Added |
| nVerses Capital, LLC | 3,129 | $273.3K | 0.61% | +3,129 | New |
| First National Bank of Omaha | 3,102 | $273.0K | 0.01% | +3,102 | New |
| Ninety One North America, Inc. | 3,122 | $272.7K | 0.01% | −1,000−24.3% | Reduced |
| Riversedge Advisors, LLC | 3,120 | $272.5K | 0.04% | +58+1.9% | Added |
| Sage Mountain Advisors LLC | 3,110 | $271.7K | 0.01% | −755−19.5% | Reduced |
| Sentinus, LLC | 3,098 | $270.6K | 0.03% | +3,098 | New |
| HORAN Wealth, LLC | 3,096 | $270.4K | 0.04% | +2+0.1% | Added |
| Forum Financial Management, LP | 3,092 | $270.1K | 0.00% | −279−8.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,991 | $268.7K | 0.04% | 00.0% | Unchanged |
| Scientech Research LLC | 3,073 | $268.4K | 0.17% | +3,073 | New |
| Roundview Capital LLC | 3,069 | $268.1K | 0.02% | −8,934−74.4% | Reduced |
| Journey Strategic Wealth LLC | 3,047 | $266.2K | 0.01% | +174+6.1% | Added |
| IHT Wealth Management, LLC | 3,045 | $266.0K | 0.01% | −64−2.1% | Reduced |
| St Germain D J Co Inc | 3,044 | $265.9K | 0.01% | +58+1.9% | Added |
| Tower Bridge Advisors | 3,034 | $265.0K | 0.03% | −37−1.2% | Reduced |
| Flagship Harbor Advisors, LLC | 3,033 | $265.0K | 0.01% | +306+11.2% | Added |
| General Partner, Inc. | 3,029 | $264.6K | 0.15% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,023 | $264.1K | 0.01% | +420+16.1% | Added |
| Meridian Wealth Management, LLC | 3,021 | $263.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,012 | $263.0K | 0.08% | 00.0% | Unchanged |
| Becker Capital Management Inc | 3,002 | $262.2K | 0.01% | +3,002 | New |
| Systematic Financial Management LP | 3,000 | $262.1K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $262.1K | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $262.1K | 0.05% | 00.0% | Unchanged |
| Corient IA LLC | 3,000 | $262.1K | 0.25% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 2,988 | $261.1K | 0.01% | −334−10.1% | Reduced |
| Apella Capital, LLC | 2,980 | $260.3K | 0.01% | +2,980 | New |
| Advisor OS, LLC | 2,965 | $259.0K | 0.02% | −206−6.5% | Reduced |
| Tiemann Investment Advisors, LLC | 2,949 | $257.6K | 0.10% | −50−1.7% | Reduced |
| Boston Family Office LLC | 2,942 | $257.0K | 0.02% | −520−15.0% | Reduced |
| Employees Retirement System of Texas | 2,947 | $257.0K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 2,931 | $256.0K | 0.01% | −147−4.8% | Reduced |
| Copeland Capital Management, LLC | 2,926 | $255.6K | 0.01% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 2,916 | $254.7K | 0.07% | −245−7.8% | Reduced |
| NTV Asset Management LLC | 2,912 | $254.4K | 0.03% | −78−2.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,912 | $254.4K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 2,911 | $254.3K | 0.03% | −722−19.9% | Reduced |
| Ascent Group, LLC | 2,910 | $254.2K | 0.01% | +2,910 | New |
| Signature Wealth Management Partners, LLC | 2,910 | $254.2K | 0.13% | 00.0% | Unchanged |
| JM2 Capital Inc. | 2,902 | $253.5K | 0.20% | +2,902 | New |
| Tritonpoint Wealth, LLC | 2,890 | $252.4K | 0.03% | −614−17.5% | Reduced |
| Groupama Asset Managment | 2,849 | $248.9K | 0.00% | −295−9.4% | Reduced |
| Magnetar Financial LLC | 2,844 | $248.4K | 0.00% | −5,135−64.4% | Reduced |
| Wick Capital Partners, LLC | 2,843 | $248.3K | 0.04% | +2,843 | New |
| Caldwell Trust Co | 2,833 | $247.5K | 0.02% | −1,200−29.8% | Reduced |
| Teza Capital Management LLC | 2,826 | $246.9K | 0.79% | +2,826 | New |
| Crestwood Advisors Group LLC | 2,822 | $246.5K | 0.00% | −10−0.4% | Reduced |
| S.A. Mason LLC | 2,819 | $246.3K | 0.10% | +10.0% | Added |
| Heritage Wealth Management, Inc. | 2,817 | $246.1K | 0.07% | −200−6.6% | Reduced |
| Forbes J M & Co LLP | 2,806 | $245.1K | 0.02% | −4−0.1% | Reduced |
| Reuter James Wealth Management, LLC | 2,805 | $245.0K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,795 | $244.2K | 0.00% | −154−5.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,777 | $242.6K | 0.00% | −2,628−48.6% | Reduced |
| LMR Partners LLP | 2,773 | $242.2K | 0.00% | +2,773 | New |
| Aull & Monroe Investment Management Corp | 2,770 | $242.0K | 0.12% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $241.5K | 0.17% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,762 | $241.3K | 0.00% | −355−11.4% | Reduced |
| Howard Capital Management Inc. | 2,760 | $241.1K | 0.00% | +14+0.5% | Added |
| EntryPoint Capital, LLC | 2,742 | $239.5K | 0.09% | −3,686−57.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,732 | $238.6K | 0.01% | +94+3.6% | Added |
| Massmutual Trust Co FSB | 2,730 | $238.5K | 0.01% | +20+0.7% | Added |
| Mission Wealth Management, LP | 2,728 | $238.3K | 0.00% | +25+0.9% | Added |
| Lowe Brockenbrough & Co Inc | 2,727 | $238.2K | 0.01% | +165+6.4% | Added |
| Coldstream Capital Management Inc | 2,723 | $237.9K | 0.00% | −53−1.9% | Reduced |
| Legacy Trust | 2,715 | $237.2K | 0.04% | +2,715 | New |
| McDonald Partners LLC | 2,702 | $236.0K | 0.07% | −87−3.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,695 | $235.4K | 0.01% | −98−3.5% | Reduced |
| Riverwater Partners LLC | 2,692 | $235.2K | 0.09% | −32−1.2% | Reduced |
| Eagle Wealth Advisors LLC | 2,685 | $234.5K | 0.20% | +2,685 | New |
| Charter Oak Capital Management, LLC | 2,684 | $234.5K | 0.02% | −50−1.8% | Reduced |
| Fullerton Fund Management Co Ltd. | 2,683 | $234.4K | 0.01% | +2,683 | New |
| LCM Capital Management Inc | 2,670 | $233.2K | 0.11% | −232−8.0% | Reduced |