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Livermore
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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.

Q1 2026 vs. Q4 2025

How the institutions holding Otis Worldwide Corp changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of OTIS: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders1,311171,245−49
Shares391.9M60.6M344.5M+13.2M (+4.0%)
Value$30.9B$5.29B$26.6B+$990.1M (+3.9%)

17 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (112)

Institutions that held Otis Worldwide Corp at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 112 by value.

Institutions new to OTIS in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC25,256,005$1.95B0.05%
Vanguard Portfolio Management LLC19,701,892$1.52B0.08%
CIBC Bancorp USA Inc.2,864,227$220.8M0.30%
Vanguard Fiduciary Trust Co2,189,166$168.7M0.04%
Vanguard Global Advisers, LLC851,242$65.6M0.04%
Vanguard Asset Management, Ltd668,982$51.6M0.04%
Vanguard Investments Australia, Ltd.193,647$14.9M0.04%
Regents Gate Capital LLP175,425$13.5M2.88%
Segall Bryant & Hamill, LLC127,408$9.82M0.14%
Tredje AP-fonden108,953$8.40M0.05%
SEB Asset Management AB101,369$7.81M0.03%
Adage Capital Partners GP, L.L.C.93,615$7.22M0.01%
Capitolis Liquid Global Markets LLC79,453$6.12M0.04%
PEAK6 LLC65,904$5.08M0.15%
Invenomic Capital Management LP64,052$4.94M0.23%
Ilmarinen Mutual Pension Insurance Co58,000$4.47M0.04%
Kovitz Investment Group Partners, LLC40,194$3.10M0.07%
Stance Capital LLC38,017$2.93M1.42%
SummitTX Capital, L.P.31,689$2.44M0.08%
Hohimer Wealth Management, LLC28,641$2.21M0.27%
Two Sigma Securities, LLC28,083$2.16M0.25%
Canandaigua National Corp27,485$2.12M0.19%
Riverview Capital Advisers, LLC25,679$1.98M0.66%
Third View Private Wealth, LLC24,336$1.88M0.26%
WD Rutherford LLC21,965$1.69M0.75%
Emmett Investment Management, LP19,525$1.51M1.16%
Nomura Holdings Inc17,595$1.36M0.01%
Ridgewood Investments LLC17,460$1.35M0.55%
Aware Super Pty Ltd as trustee of Aware Super16,356$1.26M0.02%
Saudi Central Bank14,385$1.11M0.02%
Western Wealth Management, LLC12,471$961.3K0.04%
Belpointe Asset Management LLC9,336$719.6K0.03%
Banque Cantonale Vaudoise9,157$706.0K0.03%
FIL Ltd8,260$636.7K0.00%
Wellspring Financial Advisors, LLC7,281$561.2K0.04%
Oppenheimer Asset Management Inc.7,118$548.7K0.01%
Canandaigua National Trust Co of Florida6,744$519.8K0.42%
CAPROCK Group, Inc.6,597$508.5K0.01%
Sava Infond d.o.o.6,500$501.0K0.07%
Brighton Jones LLC6,338$488.5K0.01%
TIAA Wealth Investment Management LLC5,673$437.3K0.00%
IMC-Chicago, LLC5,341$411.7K0.01%
Gateway Wealth Partners, LLC5,151$397.1K0.02%
Mount Yale Investment Advisors, LLC5,041$388.5K0.01%
Baker Tilly Wealth Management, LLC4,870$375.4K0.09%
Tiaa-Cref Individual & Institutional Services, LLC4,867$375.1K0.00%
Abc Arbitrage SA4,358$335.9K0.04%
Frec Markets, Inc.4,283$330.1K0.06%
Vestmark Advisory Solutions, Inc.4,022$310.1K0.00%
TCG Advisory Services, LLC3,984$307.1K0.01%
Hunter Perkins Capital Management, LLC3,982$307.0K0.07%
Armistice Capital, LLC3,535$272.5K0.01%
Sanders Morris Harris LLC3,500$269.8K0.04%
Chiron Capital Management, LLC3,500$269.8K0.28%
Orographic Financial Advisors, LLC3,259$251.0K0.18%
Atomi Financial Group, Inc.3,217$248.0K0.01%
Philadelphia Investment Partners, LLC3,190$245.9K0.17%
Interchange Capital Partners, LLC2,405$244.7K0.08%
DF Dent & Co Inc3,165$244.0K0.00%
Marex Group plc3,114$240.0K0.00%
Arlington Partners LLC3,052$235.2K0.47%
Aprio Wealth Management, LLC3,016$232.5K0.01%
Roehl & Yi Investment Advisors, LLC2,859$220.4K0.08%
Calamos Wealth Management LLC2,765$213.1K0.01%
Chicago Trust Co NA2,717$209.4K0.03%
Vann Equity Management LLC2,710$208.9K0.15%
Oslo Pensjonsforsikring AS2,686$207.0K0.03%
First Affirmative Financial Network2,666$205.5K0.08%
Innovative Asset Advisors Group, LLC2,617$201.7K0.12%
Vanguard National Trust Co2,516$193.9K0.01%
Napier Financial, LLC2,080$160.3K0.04%
Acropolis Investment Management, LLC1,953$150.6K0.01%
Cassaday & Co Wealth Management LLC1,777$136.9K0.00%
Bayforest Capital Ltd1,712$132.0K0.15%
Strategic Investment Advisors1,611$124.2K0.01%
RWM Asset Management, LLC1,526$117.6K0.01%
Opal Wealth Advisors, LLC1,468$113.2K0.03%
South Dakota Investment Council1,350$104.0K0.00%
Beacon Investment Advisory Services, Inc.972$74.9K0.00%
Capula Management Ltd760$58.6K0.00%
Financial Life Planners703$54.2K0.04%
Synergy Investment Management, LLC619$47.7K0.02%
Southern Michigan Bank & Trust595$45.9K0.02%
Community Financial Services Group, LLC536$41.5K0.01%
Wall Street Financial Group, Inc.538$41.5K0.02%
Trask Adam Roland250$19.3K0.02%
Owl Creek Wealth Partners LLC240$18.5K0.01%
Golden State Equity Partners226$17.4K0.00%
Twin Peaks Wealth Advisors, LLC144$11.1K0.00%
Timothy G. Youngquist 2020 Irrevocable Trust137$10.6K0.01%
JPL Wealth Management, LLC129$9.94K0.00%
Whipplewood Advisors, LLC123$9.48K0.00%
Mosley Wealth Management75$6.89K0.00%
High Point Wealth Management, LLC80$6.17K0.01%
Main Street Group, LTD62$4.78K0.00%
Tidemark, LLC55$4.24K0.00%
United Financial Planning Group LLC51$3.93K0.00%
N.E.W. Advisory Services LLC50$3.85K0.00%
Greykasell Wealth Strategies, Inc.35$2.70K0.00%
Raleigh Capital Management Inc.27$2.08K0.00%

Sold out (161)

Institutions that held Otis Worldwide Corp at the end of Q4 2025 and filed for Q1 2026 without it.

Showing the largest 100 of 161 by value.

Institutions that sold out of OTIS in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Ilex Capital Partners (UK) LLP436,749$38.2M
Alberta Investment Management Corp170,600$14.9M
Andra AP-fonden163,834$14.3M
Albar Capital Partners LLP135,346$11.8M
Lighthouse Investment Partners, LLC119,875$10.5M
Skandinaviska Enskilda Banken AB (publ)96,914$8.47M
Edgestream Partners, L.P.90,100$7.87M
Tudor Investment Corp Et Al83,437$7.29M
Galvin, Gaustad & Stein, LLC80,892$7.07M
Campbell & CO Investment Adviser LLC64,553$5.64M
Amiral Gestion61,731$5.39M
Financiere des Professionnels - Fonds d,investissement inc.51,745$4.52M
Quest Partners LLC50,856$4.44M
Two Sigma Advisers, LP35,700$3.12M
Holocene Advisors, LP30,471$2.66M
Verition Fund Management LLC30,321$2.65M
FORA Capital, LLC23,191$2.38M
CenterBook Partners LP27,007$2.36M
Delta Global Management LP26,657$2.33M
Bridgefront Capital, LLC20,551$1.80M
ISAM Funds (UK) Ltd20,494$1.79M
Aigen Investment Management, LP17,363$1.52M
Havemeyer Place LP16,230$1.42M
Mirabella Financial Services LLP15,000$1.31M
Nippon Life Global Investors Americas, Inc.14,480$1.26M
Quadrature Capital Ltd13,450$1.17M
Carolina Wealth Advisors, LLC13,047$1.14M
Pensionfund Sabic13,000$1.14M
WBI Investments12,728$1.11M
Versor Investments LP12,655$1.11M
Runnymede Capital Advisors, Inc.12,088$1.06M
Stevens Capital Management LP11,528$1.01M
Centiva Capital, LP10,261$896.3K
Virtu Financial LLC10,185$890.0K
Kornitzer Capital Management Inc9,684$845.9K
Graham Capital Management, L.P.9,282$810.8K
HighPoint Advisor Group LLC8,655$756.0K
Sivia Capital Partners, LLC7,863$686.8K
Krilogy Financial LLC7,216$653.6K
Quantitative Investment Management, LLC7,332$640.0K
Werlinich Asset Management, LLC7,175$631.5K
Volterra Technologies LP5,767$503.7K
Caerus Investment Advisors, LLC5,468$477.6K
La Banque Postale Asset Management SA5,321$464.8K
StoneX Group Inc.5,224$456.4K
Connable Office Inc5,172$451.8K
Citizens Financial Group Inc5,039$440.1K
NewEdge Wealth, LLC4,955$432.8K
Chicago Partners Investment Group LLC4,625$420.8K
Evolve Private Wealth, LLC4,594$401.3K
Valley Brook Capital Group4,470$390.5K
Hilltop Holdings Inc.4,260$372.1K
Robertson Stephens Wealth Management, LLC4,117$359.7K
GTS Securities LLC4,066$355.2K
King Luther Capital Management Corp3,838$335.2K
Boston Trust Walden Corp3,698$323.0K
DRW Securities, LLC3,616$315.9K
Wealthspire Advisors, LLC3,601$314.5K
Miller Financial Services LLC3,445$300.9K
Parcion Private Wealth LLC3,435$300.0K
Defined Wealth Management, LLC3,337$291.5K
Miracle Mile Advisors, LLC3,258$284.6K
National Asset Management, Inc.3,229$282.1K
Riversedge Advisors, LLC3,120$272.5K
Sage Mountain Advisors LLC3,110$271.7K
Sentinus, LLC3,098$270.6K
Forum Financial Management, LP3,092$270.1K
Roundview Capital LLC3,069$268.1K
Tower Bridge Advisors3,034$265.0K
Livforsakringsbolaget Skandia, Omsesidigt2,912$254.4K
Tritonpoint Wealth, LLC2,890$252.4K
Magnetar Financial LLC2,844$248.4K
Wick Capital Partners, LLC2,843$248.3K
Teza Capital Management LLC2,826$246.9K
Axxcess Wealth Management, LLC2,762$241.3K
Howard Capital Management Inc.2,760$241.1K
Mission Wealth Management, LP2,728$238.3K
Lowe Brockenbrough & Co Inc2,727$238.2K
McDonald Partners LLC2,702$236.0K
Fullerton Fund Management Co Ltd.2,683$234.4K
Adviser Investments LLC2,653$231.7K
Maridea Wealth Management LLC2,646$231.1K
Sky-Mountain Capital Management, Inc.2,540$230.1K
Laurel Wealth Advisors LLC2,630$229.7K
Pure Financial Advisors, Inc.2,605$227.6K
Bennett Selby Investments LP2,605$227.5K
Naples Global Advisors, LLC2,601$227.2K
Courier Capital LLC2,566$224.1K
Founders Capital Management, LLC2,537$221.6K
Essex Savings Bank2,535$221.4K
Keynote Financial Services LLC2,532$221.2K
Stonebridge Capital Advisors LLC2,526$220.6K
Dana Investment Advisors, Inc.2,520$220.1K
PKS Advisory Services, LLC2,513$219.5K
Sterling Financial Planning, Inc.2,513$219.5K
Leavell Investment Management, Inc.2,502$218.6K
Flputnam Investment Management Co2,481$216.7K
Fieldview Capital Management, LLC2,477$216.4K
Prospera Financial Services Inc2,472$216.2K
Mountain Pacific Investment Advisers Inc2,455$214.4K

Not filed for Q1 2026 yet (17)

Institutions that held Otis Worldwide Corp at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTIS in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc48,636,836$4.25B
Norges Bank8,816,541$770.1M
CIBC Private Wealth Group, LLC2,850,031$249.0M
Forsta Ap-Fonden76,200$6.66M
Comerica Bank74,361$6.50M
CIBC World Markets Corp59,050$5.16M
Liberty Capital Management, Inc.34,094$2.98M
Canandaigua National Bank & Trust Co23,264$2.03M
Trust Co of Vermont12,754$1.11M
FineMark National Bank & Trust8,182$714.7K
Global Retirement Partners, LLC5,112$446.5K
QSV Equity Investors LLC4,129$360.7K
DV Equities, LLC544$47.5K
ORG Partners LLC426$37.2K
Ransom Advisory, Ltd336$29.4K
GPS Wealth Strategies Group, LLC28$2.46K
Redmont Wealth Advisors LLC19$1.66K