Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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, Q1 2026

Institutional positions in Otis Worldwide Corp as of Mar 31, 2026. 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: 1,245; −49 vs. Q4 2025
Shares held: 344.5M; +13.2M (+4.0%) vs. Q4 2025
Total value: $26.6B; +$990.1M (+3.9%) vs. Q4 2025
New holders: 112; 393 more added
Sold out: 161; 480 more reduced

17 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 1,245 institutions

Value heldQ1 2026: $26.6B

Institutions holding OTIS and their total value by quarter
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, Q1 2026

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q4 2025.

Institutions holding OTIS in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Rakuten Securities, Inc.	2	$154	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	2	$154	0.00%	+2	New
Curio Wealth, LLC	3	$231	0.00%	+3	New
DecisionPoint Financial, LLC	3	$232	0.00%	00.0%	Unchanged
Fairman Group, LLC	4	$308	0.00%	00.0%	Unchanged
Hilton Head Capital Partners, LLC	4	$308	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	4	$309	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	5	$357	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	5	$385	0.00%	−4−44.4%	Reduced
NVWM, LLC	5	$385	0.00%	00.0%	Unchanged
TopTier Wealth Management, LLC	5	$385	0.00%	+5	New
North Ridge Wealth Advisors, Inc.	5	$386	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	6	$462	0.00%	00.0%	Unchanged
Breakwater Investment Management	6	$463	0.00%	+6	New
Evergreen Advisors, LLC	9	$675	0.00%	+9	New
Core Alternative Capital	9	$694	0.00%	00.0%	Unchanged
Intentional Wealth Strategies, LLC	11	$848	0.00%	+11	New
Principia Wealth Advisory, LLC	12	$925	0.00%	−6−33.3%	Reduced
Game Plan Financial Advisors, LLC	12	$925	0.00%	00.0%	Unchanged
Fairscale Capital, LLC	12	$925	0.00%	00.0%	Unchanged
Signature Equity Partners, LLC	12	$938	0.00%	−73−85.9%	Reduced
Navigoe, LLC	25	$1.00K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	13	$1.01K	0.00%	−25−65.8%	Reduced
Atlas Capital Advisors LLC	14	$1.08K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	14	$1.08K	0.00%	+14	New
Sunrise Financial Services, LLC	15	$1.16K	0.00%	00.0%	Unchanged
Gilpin Wealth Management, LLC	16	$1.23K	0.00%	00.0%	Unchanged
Burk Holdings LLC	17	$1.31K	0.00%	+17	New
Valued Wealth Advisors LLC	17	$1.31K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	17	$1.31K	0.00%	+14+466.7%	Added
Retirement Wealth Solutions LLC	18	$1.39K	0.00%	+6+50.0%	Added
Anfield Capital Management, LLC	19	$1.47K	0.00%	+19	New
ZRC Wealth Management, LLC	20	$1.54K	0.00%	−351−94.6%	Reduced
Sfam, LLC	20	$1.54K	0.00%	00.0%	Unchanged
Asset Planning,Inc	20	$1.54K	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	20	$1.54K	0.00%	+16+400.0%	Added
Hollencrest Capital Management	20	$1.56K	0.00%	00.0%	Unchanged
Security National Bank	21	$1.62K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	21	$1.62K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	21	$1.62K	0.00%	00.0%	Unchanged
Godfrey Financial Associates, Inc.	21	$1.62K	0.00%	00.0%	Unchanged
Battery Global Advisors, LLC	22	$1.70K	0.00%	−49−69.0%	Reduced
Vermillion Wealth Management, Inc.	22	$1.70K	0.00%	+22	New
Creative Capital Management Investments LLC	24	$1.85K	0.00%	00.0%	Unchanged
Clark Wealth Partners	24	$1.85K	0.00%	+24	New
Pacific Center for Financial Services	25	$1.93K	0.00%	00.0%	Unchanged
Spurstone Advisory Services, LLC	25	$1.93K	0.03%	00.0%	Unchanged
Dogwood Wealth Management LLC	25	$1.93K	0.00%	+5+25.0%	Added
Murphy & Mullick Capital Management Corp	26	$2.00K	0.00%	00.0%	Unchanged
E Fund Management (Hong Kong) Co., Ltd.	26	$2.00K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	26	$2.00K	0.00%	+26	New
Raleigh Capital Management Inc.	27	$2.08K	0.00%	+27	New
PFS Partners, LLC	27	$2.09K	0.00%	00.0%	Unchanged
Pinney & Scofield, Inc.	27	$2.11K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	28	$2.16K	0.00%	00.0%	Unchanged
Financial Freedom, LLC	28	$2.19K	0.00%	00.0%	Unchanged
BankPlus Trust Department	29	$2.23K	0.00%	00.0%	Unchanged
Graney & King, LLC	31	$2.42K	0.00%	00.0%	Unchanged
Duncker Streett & Co Inc	32	$2.47K	0.00%	−65−67.0%	Reduced
Harbor Asset Planning, Inc.	32	$2.48K	0.00%	00.0%	Unchanged
Westend Capital Management, LLC	33	$2.54K	0.00%	00.0%	Unchanged
Salomon & Ludwin, LLC	33	$2.57K	0.00%	−155−82.4%	Reduced
Bogart Wealth, LLC	34	$2.62K	0.00%	+20+142.9%	Added
Torren Management, LLC	34	$2.64K	0.00%	−11−24.4%	Reduced
Greykasell Wealth Strategies, Inc.	35	$2.70K	0.00%	+35	New
Abound Financial, LLC	37	$2.85K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	38	$2.93K	0.00%	00.0%	Unchanged
Avion Wealth	49	$3.00K	0.00%	−1−2.0%	Reduced
Ankerstar Wealth, LLC	40	$3.08K	0.00%	−10−20.0%	Reduced
Peoples Financial Services Corp.	40	$3.08K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	41	$3.16K	0.00%	+11+36.7%	Added
Y.D. More Investments Ltd	13,413	$3.27K	0.00%	−213−1.6%	Reduced
Lodestone Wealth Management LLC	43	$3.31K	0.00%	00.0%	Unchanged
S&T Bank	45	$3.47K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	45	$3.47K	0.00%	00.0%	Unchanged
Hoey Investments, Inc	46	$3.55K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	46	$3.55K	0.00%	00.0%	Unchanged
Westfuller Advisors, LLC	47	$3.59K	0.00%	+46+4,600.0%	Added
Bruce G. Allen Investments, LLC	47	$3.62K	0.00%	−2−4.1%	Reduced
Aspect Partners, LLC	47	$3.62K	0.00%	00.0%	Unchanged
MJT & Associates Financial Advisory Group, Inc.	49	$3.78K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	50	$3.85K	0.00%	00.0%	Unchanged
Purpose Unlimited Inc.	50	$3.85K	0.00%	00.0%	Unchanged
Pension & Wealth Management Advisors, Inc.	50	$3.85K	0.00%	00.0%	Unchanged
N.E.W. Advisory Services LLC	50	$3.85K	0.00%	+50	New
United Financial Planning Group LLC	51	$3.93K	0.00%	+51	New
Ogorek Anthony Joseph	62	$4.00K	0.00%	−3−4.6%	Reduced
Country Trust Bank	55	$4.24K	0.00%	00.0%	Unchanged
Comprehensive Financial Planning, Inc.	55	$4.24K	0.00%	00.0%	Unchanged
Tidemark, LLC	55	$4.24K	0.00%	+55	New
Provenance Wealth Advisors, LLC	58	$4.47K	0.00%	00.0%	Unchanged
Tower View Investment Management & Research LLC	59	$4.55K	0.00%	00.0%	Unchanged
Millstone Evans Group, LLC	59	$4.55K	0.00%	00.0%	Unchanged
Holos Integrated Wealth LLC	60	$4.67K	0.00%	00.0%	Unchanged
Main Street Group, LTD	62	$4.78K	0.00%	+62	New
Clear Street Markets LLC	64	$4.93K	0.00%	−514−88.9%	Reduced
Sofos Investments, Inc.	70	$5.40K	0.00%	+22+45.8%	Added
Kilter Group LLC	70	$5.40K	0.00%	+26+59.1%	Added
LGT Financial Advisors LLC	71	$5.48K	0.03%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	79	$6.09K	0.00%	−7−8.1%	Reduced