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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 1,141 | $87.9K | 0.04% | −125−9.9% | Reduced |
| Asset Dedication, LLC | 1,146 | $88.3K | 0.01% | −357−23.8% | Reduced |
| Evelyn Partners Asset Management Ltd | 1,159 | $89.3K | 0.02% | +560+93.5% | Added |
| Webster Bank, N. A. | 1,208 | $93.1K | 0.01% | −25−2.0% | Reduced |
| Anchor Investment Management, LLC | 1,214 | $93.6K | 0.01% | +1+0.1% | Added |
| Root Financial Partners, LLC | 1,254 | $96.7K | 0.00% | +926+282.3% | Added |
| Stephenson National Bank & Trust | 1,261 | $97.2K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 1,290 | $99.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,293 | $99.7K | 0.06% | +8+0.6% | Added |
| Parkside Financial Bank & Trust | 1,323 | $102.0K | 0.01% | −145−9.9% | Reduced |
| South Dakota Investment Council | 1,350 | $104.0K | 0.00% | +1,350 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,357 | $105.0K | 0.03% | −50−3.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,366 | $105.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,452 | $111.9K | 0.02% | +2+0.1% | Added |
| Opal Wealth Advisors, LLC | 1,468 | $113.2K | 0.03% | +1,468 | New |
| Harbor Investment Advisory, LLC | 1,475 | $113.7K | 0.01% | −71−4.6% | Reduced |
| RWM Asset Management, LLC | 1,526 | $117.6K | 0.01% | +1,526 | New |
| Adirondack Trust Co | 1,541 | $118.8K | 0.04% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,578 | $121.6K | 0.03% | −12−0.8% | Reduced |
| Geneos Wealth Management Inc. | 1,584 | $122.1K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,591 | $122.6K | 0.01% | −237−13.0% | Reduced |
| Crewe Advisors LLC | 1,605 | $123.7K | 0.01% | +254+18.8% | Added |
| Citizens National Bank Trust Department | 1,610 | $124.1K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,611 | $124.2K | 0.01% | +1,611 | New |
| Trust Co | 1,625 | $125.3K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,652 | $127.3K | 0.00% | +1,243+303.9% | Added |
| Smithfield Trust Co | 1,660 | $128.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,670 | $128.7K | 0.01% | −50−2.9% | Reduced |
| Versant Capital Management, Inc | 1,712 | $132.0K | 0.01% | +680+65.9% | Added |
| Bayforest Capital Ltd | 1,712 | $132.0K | 0.15% | +1,712 | New |
| Ares Financial Consulting, LLC | 1,713 | $132.7K | 0.10% | +80+4.9% | Added |
| Cassaday & Co Wealth Management LLC | 1,777 | $136.9K | 0.00% | +1,777 | New |
| North Star Investment Management Corp. | 1,816 | $140.0K | 0.01% | +451+33.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,850 | $142.6K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,896 | $146.0K | 0.01% | +101+5.6% | Added |
| Acropolis Investment Management, LLC | 1,953 | $150.6K | 0.01% | +1,953 | New |
| SRS Capital Advisors, Inc. | 1,991 | $150.9K | 0.00% | +313+18.7% | Added |
| Ninety One North America, Inc. | 1,969 | $151.8K | 0.01% | −1,153−36.9% | Reduced |
| GHP Investment Advisors, Inc. | 1,969 | $151.8K | 0.01% | −114−5.5% | Reduced |
| International Assets Investment Management, LLC | 2,048 | $158.6K | 0.01% | −113−5.2% | Reduced |
| Broadwater Capital Management LLC | 1,822 | $159.2K | 0.12% | 00.0% | Unchanged |
| Napier Financial, LLC | 2,080 | $160.3K | 0.04% | +2,080 | New |
| Smartleaf Asset Management LLC | 2,128 | $162.4K | 0.01% | −167−7.3% | Reduced |
| Tiaa Trust, National Association | 2,174 | $167.6K | 0.01% | −11,110−83.6% | Reduced |
| Penserra Capital Management LLC | 2,237 | $171.0K | 0.00% | +69+3.2% | Added |
| Los Angeles Capital Management LLC | 2,230 | $171.9K | 0.00% | −53,265−96.0% | Reduced |
| Compagnie Lombard Odier SCmA | 2,268 | $174.8K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,272 | $175.1K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,276 | $175.4K | 0.00% | −454−16.6% | Reduced |
| Wellington Shields & Co., LLC | 2,346 | $180.8K | 0.05% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 2,370 | $182.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,377 | $183.2K | 0.01% | +77+3.3% | Added |
| City Holding Co | 2,438 | $187.9K | 0.02% | −473−16.2% | Reduced |
| Vanguard National Trust Co | 2,516 | $193.9K | 0.01% | +2,516 | New |
| New England Capital Financial Advisors LLC | 2,533 | $195.2K | 0.05% | −104−3.9% | Reduced |
| Mather Group, LLC. | 2,555 | $197.0K | 0.00% | −726−22.1% | Reduced |
| Kuhn & Co Investment Counsel | 2,609 | $201.1K | 0.13% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 2,617 | $201.7K | 0.12% | +2,617 | New |
| EverSource Wealth Advisors, LLC | 2,618 | $201.9K | 0.01% | −2,288−46.6% | Reduced |
| R Squared Ltd | 2,623 | $202.2K | 0.11% | −14,841−85.0% | Reduced |
| Panagora Asset Management Inc | 2,627 | $202.5K | 0.00% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 2,639 | $203.4K | 0.06% | −1,661−38.6% | Reduced |
| Riverwater Partners LLC | 2,639 | $203.4K | 0.07% | −53−2.0% | Reduced |
| Montecito Bank & Trust | 2,640 | $203.5K | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,649 | $204.2K | 0.06% | 00.0% | Unchanged |
| NTV Asset Management LLC | 2,650 | $204.3K | 0.02% | −262−9.0% | Reduced |
| Mengis Capital Management, Inc. | 2,650 | $204.3K | 0.04% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,654 | $204.6K | 0.02% | −30−1.1% | Reduced |
| Corient IA LLC | 2,660 | $205.0K | 0.19% | −340−11.3% | Reduced |
| Ancora Advisors, LLC | 2,663 | $205.3K | 0.00% | −360−11.9% | Reduced |
| Buckingham Strategic Partners | 2,664 | $205.4K | 0.00% | −4,552−63.1% | Reduced |
| First Affirmative Financial Network | 2,666 | $205.5K | 0.08% | +2,666 | New |
| LCM Capital Management Inc | 2,670 | $205.8K | 0.10% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,684 | $206.9K | 0.00% | −361−11.9% | Reduced |
| Eagle Wealth Advisors LLC | 2,685 | $207.0K | 0.19% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 2,686 | $207.0K | 0.03% | +2,686 | New |
| Colonial Trust Co | 2,688 | $207.2K | 0.03% | +72+2.8% | Added |
| Cyndeo Wealth Partners, LLC | 2,692 | $207.5K | 0.01% | −3−0.1% | Reduced |
| Kraematon Investment Advisors, Inc | 2,698 | $207.9K | 0.17% | −666−19.8% | Reduced |
| Vann Equity Management LLC | 2,710 | $208.9K | 0.15% | +2,710 | New |
| Chicago Trust Co NA | 2,717 | $209.4K | 0.03% | +2,717 | New |
| EntryPoint Capital, LLC | 2,742 | $211.4K | 0.06% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 2,759 | $212.7K | 0.01% | +447+19.3% | Added |
| Great Valley Advisor Group, Inc. | 2,758 | $213.0K | 0.00% | +237+9.4% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $213.1K | 0.15% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 2,765 | $213.1K | 0.01% | +2,765 | New |
| Heritage Wealth Management, Inc. | 2,767 | $213.3K | 0.11% | −50−1.8% | Reduced |
| Harbour Investments, Inc. | 2,767 | $213.3K | 0.00% | +1,701+159.6% | Added |
| Aull & Monroe Investment Management Corp | 2,770 | $213.5K | 0.10% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,774 | $213.8K | 0.02% | −59−2.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,783 | $214.5K | 0.00% | +6+0.2% | Added |
| Scientech Research LLC | 2,787 | $214.8K | 0.18% | −286−9.3% | Reduced |
| AlphaCore Capital LLC | 2,792 | $215.2K | 0.01% | −2,479−47.0% | Reduced |
| Legacy Trust | 2,798 | $215.7K | 0.04% | +83+3.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,800 | $215.8K | 0.01% | −2,319−45.3% | Reduced |
| Forbes J M & Co LLP | 2,806 | $216.3K | 0.02% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 2,814 | $216.9K | 0.01% | −174−5.8% | Reduced |
| S.A. Mason LLC | 2,820 | $217.4K | 0.08% | +10.0% | Added |
| J. Team Financial, Inc. | 2,840 | $218.9K | 0.25% | −321−10.2% | Reduced |
| Patton Fund Management, Inc. | 2,850 | $219.7K | 0.04% | +280+10.9% | Added |