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 |
|---|---|---|---|---|---|
| Front Row Advisors LLC | 80 | $6.17K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 80 | $6.17K | 0.01% | +80 | New |
| BOK Financial Private Wealth, Inc. | 80 | $6.17K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 80 | $6.17K | 0.00% | +28+53.8% | Added |
| Transamerica Financial Advisors, Inc. | 86 | $6.63K | 0.00% | +28+48.3% | Added |
| Activest Wealth Management | 89 | $6.86K | 0.00% | −172−65.9% | Reduced |
| High Note Wealth, LLC | 89 | $6.86K | 0.00% | +9+11.3% | Added |
| Mosley Wealth Management | 75 | $6.89K | 0.00% | +75 | New |
| Cornerstone Planning Group LLC | 92 | $6.94K | 0.00% | +23+33.3% | Added |
| Cornerstone Financial Management LLC | 98 | $7.55K | 0.01% | +27+38.0% | Added |
| Lavaca Capital LLC | 100 | $7.71K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 100 | $7.71K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $7.71K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 100 | $7.71K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $7.71K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $7.71K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 103 | $7.94K | 0.00% | +48+87.3% | Added |
| CKW Financial Group | 104 | $8.00K | 0.00% | +1+1.0% | Added |
| Swiss Re Ltd | 104 | $8.02K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 107 | $8.25K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 110 | $8.48K | 0.00% | 00.0% | Unchanged |
| Dorato Capital Management | 110 | $8.75K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 116 | $8.98K | 0.00% | −61−34.5% | Reduced |
| Sittner & Nelson, LLC | 118 | $9.10K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 119 | $9.17K | 0.00% | −60−33.5% | Reduced |
| Whipplewood Advisors, LLC | 123 | $9.48K | 0.00% | +123 | New |
| Plante Moran Financial Advisors, LLC | 127 | $9.78K | 0.00% | −110−46.4% | Reduced |
| SJS Investment Consulting Inc. | 128 | $9.87K | 0.00% | −258−66.8% | Reduced |
| JPL Wealth Management, LLC | 129 | $9.94K | 0.00% | +129 | New |
| Wilkerson Advisory Group LLC | 131 | $10.1K | 0.00% | +53+67.9% | Added |
| Clean Yield Group | 134 | $10.3K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 136 | $10.5K | 0.01% | −300−68.8% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 137 | $10.6K | 0.01% | +137 | New |
| Armstrong Advisory Group, Inc | 138 | $10.6K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 139 | $10.7K | 0.00% | +39+39.0% | Added |
| Frazier Financial Advisors, LLC | 140 | $10.8K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 141 | $10.9K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 142 | $10.9K | 0.00% | +52+57.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 144 | $11.1K | 0.00% | +144 | New |
| Meeder Asset Management Inc | 145 | $11.2K | 0.00% | −39−21.2% | Reduced |
| Cetera Trust Company, N.A | 150 | $11.6K | 0.01% | −100−40.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 150 | $11.6K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 152 | $11.7K | 0.00% | −6−3.8% | Reduced |
| Sound Income Strategies, LLC | 154 | $11.9K | 0.00% | −18−10.5% | Reduced |
| Archer Investment Corp | 155 | $11.9K | 0.00% | −5,095−97.0% | Reduced |
| Merrithew & Thorsten Inc | 164 | $12.0K | 0.01% | +1+0.6% | Added |
| Kemnay Advisory Services Inc. | 156 | $12.0K | 0.00% | +33+26.8% | Added |
| Rachor Investment Advisory Services, LLC | 160 | $12.3K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 162 | $12.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 167 | $12.9K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 167 | $12.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 174 | $13.4K | 0.00% | +1+0.6% | Added |
| Glen Eagle Advisors, LLC | 174 | $13.4K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 175 | $13.5K | 0.01% | −41−19.0% | Reduced |
| Financial Perspectives, Inc | 180 | $13.9K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 187 | $14.4K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 192 | $14.8K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 195 | $15.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 198 | $15.3K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $15.4K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $15.4K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 202 | $15.6K | 0.00% | +26+14.8% | Added |
| TD Capital Management LLC | 203 | $15.7K | 0.00% | +1+0.5% | Added |
| Sunbelt Securities, Inc. | 204 | $15.7K | 0.00% | +1+0.5% | Added |
| Birchbrook, Inc. | 212 | $16.3K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 217 | $16.7K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 217 | $16.7K | 0.00% | +20+10.2% | Added |
| Newbridge Financial Services Group, Inc. | 223 | $17.2K | 0.00% | +1+0.5% | Added |
| UMA Financial Services, Inc. | 224 | $17.3K | 0.00% | +3+1.4% | Added |
| Golden State Equity Partners | 226 | $17.4K | 0.00% | +226 | New |
| DT Investment Partners, LLC | 227 | $17.5K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 229 | $17.7K | 0.00% | −7−3.0% | Reduced |
| Bravera Wealth | 230 | $17.7K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $17.7K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 232 | $17.9K | 0.00% | −91−28.2% | Reduced |
| Central Pacific Bank - Trust Division | 235 | $18.1K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 240 | $18.5K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 240 | $18.5K | 0.01% | +240 | New |
| Consultiva Wealth Management, Corp. | 245 | $18.9K | 0.05% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 246 | $19.0K | 0.00% | −34−12.1% | Reduced |
| Mascoma Wealth Management LLC | 250 | $19.3K | 0.00% | 00.0% | Unchanged |
| Trask Adam Roland | 250 | $19.3K | 0.02% | +250 | New |
| Measured Wealth Private Client Group, LLC | 251 | $19.3K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 253 | $19.5K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 269 | $20.7K | 0.00% | +34+14.5% | Added |
| First United Bank Trust | 275 | $21.2K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 289 | $22.3K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 290 | $22.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 293 | $22.6K | 0.00% | −29−9.0% | Reduced |
| Essential Partners LLC | 294 | $22.7K | 0.01% | −2,198−88.2% | Reduced |
| Missouri Trust & Investment Co | 295 | $22.7K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 300 | $23.1K | 0.02% | −340−53.1% | Reduced |
| Board of the Pension Protection Fund | 300 | $23.1K | 0.02% | −100−25.0% | Reduced |
| Old Second National Bank of Aurora | 300 | $23.1K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 303 | $23.4K | 0.00% | −151−33.3% | Reduced |
| United Community Bank | 305 | $23.5K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 320 | $24.0K | 0.00% | −12−3.6% | Reduced |
| Oakworth Capital, Inc. | 329 | $25.4K | 0.00% | −14−4.1% | Reduced |
| Westside Investment Management, Inc. | 336 | $26.2K | 0.00% | −7−2.0% | Reduced |