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 |
|---|---|---|---|---|---|
| American Capital Advisory, LLC | 342 | $26.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 343 | $26.4K | 0.01% | +50+17.1% | Added |
| Motco | 345 | $26.6K | 0.00% | −33−8.7% | Reduced |
| Paladin Advisory Group, LLC | 353 | $27.2K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 353 | $27.2K | 0.01% | +45+14.6% | Added |
| Monetary Management Group Inc | 359 | $27.7K | 0.01% | −150−29.5% | Reduced |
| Meramec Financial Planners, LLC | 345 | $27.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 370 | $28.5K | 0.00% | −129−25.9% | Reduced |
| Pinnacle Bancorp, Inc. | 371 | $28.6K | 0.01% | +25+7.2% | Added |
| Keating Financial Advisory Services, Inc. | 374 | $28.8K | 0.00% | −25−6.3% | Reduced |
| Orion Capital Management LLC | 375 | $28.9K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 377 | $29.1K | 0.01% | −51−11.9% | Reduced |
| TFC Financial Management | 387 | $29.8K | 0.00% | −10−2.5% | Reduced |
| MidFirst Bank | 396 | $30.5K | 0.00% | +1+0.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 396 | $30.5K | 0.05% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 400 | $30.8K | 0.03% | −14−3.4% | Reduced |
| Wellington Shields Capital Management, LLC | 400 | $30.8K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 400 | $30.8K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 401 | $30.9K | 0.00% | −410−50.6% | Reduced |
| MTM Investment Management, LLC | 408 | $31.4K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 421 | $32.5K | 0.00% | −142−25.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 466 | $35.9K | 0.01% | +2+0.4% | Added |
| Capital Advisors, Ltd. LLC | 462 | $36.0K | 0.00% | −8−1.7% | Reduced |
| Flagship Wealth Advisors, LLC | 368 | $36.4K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 473 | $36.5K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 475 | $36.6K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 477 | $36.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 484 | $37.3K | 0.00% | +139+40.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 492 | $37.9K | 0.00% | +204+70.8% | Added |
| Toth Financial Advisory Corp | 500 | $38.5K | 0.00% | −335−40.1% | Reduced |
| Hilltop National Bank | 500 | $38.5K | 0.01% | −18−3.5% | Reduced |
| Cypress Capital Management LLC (WY) | 500 | $38.5K | 0.04% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 511 | $39.4K | 0.01% | +9+1.8% | Added |
| WPG Advisers, LLC | 520 | $40.1K | 0.03% | −75−12.6% | Reduced |
| Bullock Wealth Management Group | 528 | $40.9K | 0.02% | −10−1.9% | Reduced |
| Wall Street Financial Group, Inc. | 538 | $41.5K | 0.02% | +538 | New |
| Community Financial Services Group, LLC | 536 | $41.5K | 0.01% | +536 | New |
| Chesapeake Asset Management LLC | 550 | $42.4K | 0.03% | −200−26.7% | Reduced |
| True Wealth Design, LLC | 550 | $42.4K | 0.01% | −3−0.5% | Reduced |
| First Command Advisory Services, Inc. | 575 | $44.3K | 0.00% | +90+18.6% | Added |
| Key Financial Inc | 578 | $44.6K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 579 | $44.6K | 0.01% | −1,000−63.3% | Reduced |
| Southern Michigan Bank & Trust | 595 | $45.9K | 0.02% | +595 | New |
| SBI Securities Co., Ltd. | 597 | $46.0K | 0.00% | +29+5.1% | Added |
| Ramirez Asset Management, Inc. | 600 | $46.2K | 0.01% | −500−45.5% | Reduced |
| Synergy Investment Management, LLC | 619 | $47.7K | 0.02% | +619 | New |
| DHJJ Financial Advisors, Ltd. | 620 | $47.8K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $47.8K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 622 | $47.9K | 0.03% | +21+3.5% | Added |
| City State Bank | 624 | $48.1K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 635 | $48.9K | 0.01% | +260+69.3% | Added |
| Center for Financial Planning, Inc. | 635 | $48.9K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 648 | $49.9K | 0.01% | +28+4.5% | Added |
| Acima Private Wealth, LLC | 650 | $50.1K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 668 | $51.5K | 0.00% | −7−1.0% | Reduced |
| Indiana Trust & Investment Management CO | 676 | $52.1K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 678 | $52.3K | 0.00% | −34−4.8% | Reduced |
| Aventura Private Wealth, LLC | 702 | $54.1K | 0.02% | −67−8.7% | Reduced |
| Financial Life Planners | 703 | $54.2K | 0.04% | +703 | New |
| Oakmont Corp | 705 | $54.3K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 724 | $54.7K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 710 | $54.8K | 0.00% | −588−45.3% | Reduced |
| Bellevue Asset Management, LLC | 716 | $55.2K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 724 | $55.8K | 0.01% | +464+178.5% | Added |
| Covestor Ltd | 726 | $56.0K | 0.04% | −716−49.7% | Reduced |
| Costello Asset Management, INC | 733 | $56.5K | 0.02% | +5+0.7% | Added |
| Pacifica Partners Inc. | 741 | $57.1K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 750 | $57.8K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 750 | $57.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 760 | $58.6K | 0.00% | +33+4.5% | Added |
| Capula Management Ltd | 760 | $58.6K | 0.00% | +760 | New |
| Rossby Financial, LCC | 771 | $59.7K | 0.01% | +692+875.9% | Added |
| Spire Wealth Management | 778 | $60.0K | 0.00% | +73+10.4% | Added |
| Atlantic Trust, LLC | 805 | $62.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 820 | $63.2K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 822 | $63.4K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 822 | $63.4K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 822 | $64.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 847 | $65.0K | 0.01% | −150−15.0% | Reduced |
| Leonteq Securities AG | 855 | $65.9K | 0.00% | −577−40.3% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 878 | $67.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 895 | $69.0K | 0.01% | −10−1.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 901 | $69.5K | 0.01% | −336−27.2% | Reduced |
| Grove Bank & Trust | 903 | $69.6K | 0.01% | −55−5.7% | Reduced |
| Ronald Blue Trust, Inc. | 912 | $70.3K | 0.00% | −543−37.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 972 | $74.9K | 0.00% | +972 | New |
| Estabrook Capital Management | 982 | $75.7K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 989 | $77.0K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 1,008 | $77.7K | 0.08% | −1−0.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,011 | $77.9K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,025 | $79.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,041 | $80.2K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 1,062 | $81.9K | 0.03% | +25+2.4% | Added |
| Onefund, LLC | 1,071 | $82.9K | 0.05% | −94−8.1% | Reduced |
| Evelyn Partners Investment Management LLP | 1,080 | $83.2K | 0.00% | −485−31.0% | Reduced |
| Bangor Savings Bank | 1,101 | $84.9K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,108 | $85.0K | 0.07% | −5−0.4% | Reduced |
| Parvin Asset Management, LLC | 1,112 | $85.7K | 0.06% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,122 | $86.5K | 0.01% | −316−22.0% | Reduced |
| CVA Family Office, LLC | 1,135 | $87.5K | 0.01% | −125−9.9% | Reduced |