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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −3,698−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,616−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −3,601−100.0% | Sold out |
| Miller Financial Services LLC | 0 | $0 | 0.00% | −3,445−100.0% | Sold out |
| Parcion Private Wealth LLC | 0 | $0 | 0.00% | −3,435−100.0% | Sold out |
| Defined Wealth Management, LLC | 0 | $0 | 0.00% | −3,337−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −3,258−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −3,229−100.0% | Sold out |
| Riversedge Advisors, LLC | 0 | $0 | 0.00% | −3,120−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −3,110−100.0% | Sold out |
| Sentinus, LLC | 0 | $0 | 0.00% | −3,098−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −3,092−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −3,069−100.0% | Sold out |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −3,034−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −2,912−100.0% | Sold out |
| Tritonpoint Wealth, LLC | 0 | $0 | 0.00% | −2,890−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| Wick Capital Partners, LLC | 0 | $0 | 0.00% | −2,843−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,826−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,762−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −2,760−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −2,728−100.0% | Sold out |
| Lowe Brockenbrough & Co Inc | 0 | $0 | 0.00% | −2,727−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −2,702−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −2,683−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −2,653−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −2,646−100.0% | Sold out |
| Sky-Mountain Capital Management, Inc. | 0 | $0 | 0.00% | −2,540−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −2,630−100.0% | Sold out |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,605−100.0% | Sold out |
| Bennett Selby Investments LP | 0 | $0 | 0.00% | −2,605−100.0% | Sold out |
| Naples Global Advisors, LLC | 0 | $0 | 0.00% | −2,601−100.0% | Sold out |
| Courier Capital LLC | 0 | $0 | 0.00% | −2,566−100.0% | Sold out |
| Founders Capital Management, LLC | 0 | $0 | 0.00% | −2,537−100.0% | Sold out |
| Essex Savings Bank | 0 | $0 | 0.00% | −2,535−100.0% | Sold out |
| Keynote Financial Services LLC | 0 | $0 | 0.00% | −2,532−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −2,526−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| PKS Advisory Services, LLC | 0 | $0 | 0.00% | −2,513−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −2,513−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −2,502−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −2,481−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −2,477−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −2,472−100.0% | Sold out |
| Mountain Pacific Investment Advisers Inc | 0 | $0 | 0.00% | −2,455−100.0% | Sold out |
| Premier Path Wealth Partners, LLC | 0 | $0 | 0.00% | −2,418−100.0% | Sold out |
| Farmers Trust Co | 0 | $0 | 0.00% | −2,417−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −2,385−100.0% | Sold out |
| MSH Capital Advisors LLC | 0 | $0 | 0.00% | −2,376−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −2,369−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −2,363−100.0% | Sold out |
| Legacy Wealth Partners, LLC | 0 | $0 | 0.00% | −2,359−100.0% | Sold out |
| Capital Advantage, Inc. | 0 | $0 | 0.00% | −2,355−100.0% | Sold out |
| Sentry LLC | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −2,339−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −2,257−100.0% | Sold out |
| Sky Investment Group LLC | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| Savvy Advisors, Inc. | 0 | $0 | 0.00% | −2,317−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −2,309−100.0% | Sold out |
| Douglas Lane & Associates, LLC | 0 | $0 | 0.00% | −2,308−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,260−100.0% | Sold out |
| Financial Advisory Service, Inc. | 0 | $0 | 0.00% | −2,295−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −1,528−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −1,291−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −702−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −481−100.0% | Sold out |
| South Plains Financial, Inc. | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Reflection Asset Management | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| Intelligent Financial Strategies | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Fideuram Asset Management (Ireland) dac | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Family CFO Inc | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Howard Hughes Medical Institute | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| LFA - Lugano Financial Advisors SA | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Fourth Dimension Wealth, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Legacy Bridge, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| 1 North Wealth Services LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| MidAtlantic Capital Management, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Accordant Advisory Group Inc | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Inlight Wealth Management, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Eq Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Quest 10 Wealth Builders, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Luken Investment Analytics, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Davis Capital Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |