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 |
|---|---|---|---|---|---|
| Roehl & Yi Investment Advisors, LLC | 2,859 | $220.4K | 0.08% | +2,859 | New |
| Reuter James Wealth Management, LLC | 2,879 | $221.9K | 0.03% | +74+2.6% | Added |
| JM2 Capital Inc. | 2,888 | $222.6K | 0.18% | −14−0.5% | Reduced |
| Bokf, NA | 2,892 | $222.9K | 0.00% | −455−13.6% | Reduced |
| Gamco Investors, Inc. Et Al | 2,900 | $223.5K | 0.00% | −800−21.6% | Reduced |
| Signature Wealth Management Partners, LLC | 2,910 | $224.3K | 0.11% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,921 | $225.2K | 0.01% | −123−4.0% | Reduced |
| Advisor OS, LLC | 2,958 | $228.0K | 0.02% | −7−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,864 | $229.0K | 0.00% | −350−10.9% | Reduced |
| Boston Family Office LLC | 2,967 | $229.0K | 0.02% | +25+0.8% | Added |
| Becker Capital Management Inc | 2,991 | $230.6K | 0.01% | −11−0.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,000 | $231.0K | 0.07% | −12−0.4% | Reduced |
| Tiemann Investment Advisors, LLC | 2,999 | $231.2K | 0.09% | +50+1.7% | Added |
| Systematic Financial Management LP | 3,000 | $231.2K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $231.2K | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $231.2K | 0.04% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,008 | $231.9K | 0.01% | +276+10.1% | Added |
| Aprio Wealth Management, LLC | 3,016 | $232.5K | 0.01% | +3,016 | New |
| Meridian Wealth Management, LLC | 3,025 | $233.2K | 0.01% | +4+0.1% | Added |
| General Partner, Inc. | 3,029 | $233.5K | 0.14% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 3,030 | $233.6K | 0.03% | +618+25.6% | Added |
| Arlington Partners LLC | 3,052 | $235.2K | 0.47% | +3,052 | New |
| TCTC Holdings, LLC | 3,062 | $236.0K | 0.01% | −187−5.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,071 | $236.7K | 0.03% | +80+2.7% | Added |
| First National Bank of Omaha | 3,102 | $236.8K | 0.01% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 3,205 | $237.5K | 0.01% | −255−7.4% | Reduced |
| Marex Group plc | 3,114 | $240.0K | 0.00% | +3,114 | New |
| AE Wealth Management LLC | 3,115 | $240.1K | 0.00% | +320+11.4% | Added |
| Sound View Wealth Advisors Group, LLC | 3,129 | $241.2K | 0.02% | −1,015−24.5% | Reduced |
| Verdence Capital Advisors LLC | 3,134 | $241.6K | 0.01% | −959−23.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,164 | $243.9K | 0.00% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,165 | $244.0K | 0.00% | +3,165 | New |
| Interchange Capital Partners, LLC | 2,405 | $244.7K | 0.08% | +2,405 | New |
| Philadelphia Investment Partners, LLC | 3,190 | $245.9K | 0.17% | +3,190 | New |
| Mystic Asset Management, Inc. | 3,201 | $246.7K | 0.06% | −348−9.8% | Reduced |
| PFG Investments, LLC | 3,215 | $247.8K | 0.01% | +84+2.7% | Added |
| Atomi Financial Group, Inc. | 3,217 | $248.0K | 0.01% | +3,217 | New |
| Foster & Motley Inc | 3,218 | $248.0K | 0.01% | 00.0% | Unchanged |
| Invesco, LLC | 3,222 | $248.4K | 0.09% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,240 | $249.8K | 0.00% | +517+19.0% | Added |
| Flagship Harbor Advisors, LLC | 3,249 | $250.4K | 0.01% | +216+7.1% | Added |
| Ellevest, Inc. | 3,252 | $250.7K | 0.03% | −123−3.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,222 | $250.9K | 0.01% | −4,588−58.7% | Reduced |
| Orographic Financial Advisors, LLC | 3,259 | $251.0K | 0.18% | +3,259 | New |
| Resonant Capital Advisors, LLC | 3,262 | $251.4K | 0.01% | −10−0.3% | Reduced |
| First Citizens Bank & Trust Co | 3,264 | $251.6K | 0.01% | −19−0.6% | Reduced |
| Aptus Capital Advisors, LLC | 3,274 | $252.4K | 0.00% | −2,282−41.1% | Reduced |
| Boyd Watterson Asset Management LLC | 3,282 | $253.0K | 0.08% | +65+2.0% | Added |
| Aberdeen Wealth Management LLC | 3,299 | $254.3K | 0.12% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,300 | $254.4K | 0.06% | −160−4.6% | Reduced |
| Deseret Mutual Benefit Administrators | 3,300 | $254.4K | 0.09% | +1,460+79.3% | Added |
| Howland Capital Management LLC | 3,324 | $256.2K | 0.01% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,343 | $257.7K | 0.05% | −87−2.5% | Reduced |
| Fruth Investment Management | 3,350 | $258.0K | 0.06% | −53−1.6% | Reduced |
| Strategic Planning, Inc. | 3,352 | $258.4K | 0.13% | +17+0.5% | Added |
| Wedbush Securities Inc | 3,354 | $259.0K | 0.01% | −3,194−48.8% | Reduced |
| Independent Financial Group, LLC | 3,364 | $259.3K | 0.01% | −1,023−23.3% | Reduced |
| Farmers National Bank | 3,375 | $260.1K | 0.06% | 00.0% | Unchanged |
| Ascent Group, LLC | 3,376 | $260.2K | 0.01% | +466+16.0% | Added |
| Change Path, LLC | 3,391 | $261.4K | 0.01% | +460+15.7% | Added |
| Kinneret Advisory, LLC | 3,392 | $261.5K | 0.02% | −150−4.2% | Reduced |
| Great Diamond Partners, LLC | 3,394 | $261.6K | 0.05% | −53−1.5% | Reduced |
| Valeo Financial Advisors, LLC | 3,398 | $261.9K | 0.01% | −1,316−27.9% | Reduced |
| Bell Investment Advisors, Inc | 3,407 | $262.6K | 0.04% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,423 | $263.8K | 0.01% | +15+0.4% | Added |
| Copeland Capital Management, LLC | 3,460 | $266.7K | 0.01% | +534+18.3% | Added |
| HORAN Wealth, LLC | 3,096 | $267.1K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,486 | $268.7K | 0.01% | −91−2.5% | Reduced |
| Journey Strategic Wealth LLC | 3,487 | $268.8K | 0.01% | +440+14.4% | Added |
| Holderness Investments Co | 3,495 | $269.4K | 0.05% | −57−1.6% | Reduced |
| Menora Mivtachim Holdings Ltd. | 3,500 | $269.8K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 3,500 | $269.8K | 0.04% | +3,500 | New |
| Chiron Capital Management, LLC | 3,500 | $269.8K | 0.28% | +3,500 | New |
| Fiduciary Group LLC | 3,503 | $270.0K | 0.02% | −235−6.3% | Reduced |
| BSW Wealth Partners | 3,503 | $270.0K | 0.03% | +8+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 3,520 | $271.3K | 0.00% | −68−1.9% | Reduced |
| Armistice Capital, LLC | 3,535 | $272.5K | 0.01% | +3,535 | New |
| Moody National Bank Trust Division | 3,566 | $274.9K | 0.03% | +64+1.8% | Added |
| Inceptionr LLC | 3,568 | $275.0K | 0.07% | −7,968−69.1% | Reduced |
| GSB Wealth Management, LLC | 3,597 | $277.3K | 0.06% | −6−0.2% | Reduced |
| LGT Group Foundation | 3,606 | $277.9K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,612 | $278.0K | 0.04% | −212−5.5% | Reduced |
| Busey Wealth Management | 3,635 | $280.2K | 0.01% | −418−10.3% | Reduced |
| Fidelis Capital Partners, LLC | 3,642 | $280.7K | 0.02% | +92+2.6% | Added |
| Profund Advisors LLC | 3,654 | $281.6K | 0.01% | +138+3.9% | Added |
| Trust Co of Virginia | 3,713 | $286.2K | 0.02% | −112−2.9% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,713 | $286.2K | 0.19% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,713 | $286.2K | 0.00% | +891+31.6% | Added |
| Atom Investors LP | 3,768 | $290.4K | 0.02% | −724−16.1% | Reduced |
| BTG Pactual Asset Management US LLC | 3,769 | $290.5K | 0.03% | +616+19.5% | Added |
| Rothschild Investment LLC | 3,775 | $291.0K | 0.02% | −1,584−29.6% | Reduced |
| Kathmere Capital Management, LLC | 3,775 | $291.0K | 0.02% | +1,311+53.2% | Added |
| Sovereign Financial Group, Inc. | 3,782 | $291.6K | 0.05% | −41−1.1% | Reduced |
| Charter Trust Co | 3,788 | $292.0K | 0.02% | −180−4.5% | Reduced |
| Philadelphia Trust Co | 3,818 | $294.0K | 0.02% | −111−2.8% | Reduced |
| Atwood & Palmer Inc | 3,825 | $294.8K | 0.02% | −100−2.5% | Reduced |
| First Western Trust Bank | 3,826 | $294.9K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 3,855 | $297.1K | 0.21% | −6−0.2% | Reduced |
| Westpac Banking Corp | 3,856 | $297.2K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 3,866 | $298.0K | 0.01% | +100+2.7% | Added |