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 |
|---|---|---|---|---|---|
| Radnor Capital Management, LLC | 3,892 | $300.0K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,894 | $300.1K | 0.03% | −403−9.4% | Reduced |
| Guggenheim Capital LLC | 3,897 | $300.4K | 0.00% | −1,100−22.0% | Reduced |
| Rialto Wealth Management, LLC | 3,906 | $301.1K | 0.07% | +9+0.2% | Added |
| Patten & Patten Inc | 3,915 | $301.8K | 0.02% | −95−2.4% | Reduced |
| 1st Source Bank | 3,920 | $302.2K | 0.02% | −125−3.1% | Reduced |
| Sage Capital Management, LLC | 3,923 | $302.6K | 0.14% | −1,647−29.6% | Reduced |
| Hancock Whitney Corp | 3,938 | $304.8K | 0.01% | −98−2.4% | Reduced |
| HBK Sorce Advisory LLC | 4,100 | $306.8K | 0.01% | −157−3.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 3,982 | $307.0K | 0.07% | +3,982 | New |
| TCG Advisory Services, LLC | 3,984 | $307.1K | 0.01% | +3,984 | New |
| Phoenix Holdings Ltd. | 3,977 | $308.1K | 0.00% | +736+22.7% | Added |
| Knollwood Investment Advisory, LLC | 4,008 | $308.9K | 0.03% | 00.0% | Unchanged |
| Wendell David Associates Inc | 4,027 | $310.0K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 4,022 | $310.1K | 0.00% | +4,022 | New |
| Beese Fulmer Investment Management, Inc. | 4,072 | $313.9K | 0.02% | +186+4.8% | Added |
| Signaturefd, LLC | 4,102 | $316.2K | 0.00% | −622−13.2% | Reduced |
| Ritholtz Wealth Management | 4,124 | $317.9K | 0.01% | +444+12.1% | Added |
| Moneta Group Investment Advisors LLC | 4,137 | $318.9K | 0.00% | −2,798−40.3% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,142 | $319.3K | 0.08% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 4,147 | $319.7K | 0.00% | −302−6.8% | Reduced |
| Texas Bank & Trust Co | 4,150 | $319.9K | 0.12% | −250−5.7% | Reduced |
| Exencial Wealth Advisors, LLC | 4,185 | $322.6K | 0.01% | −634−13.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,196 | $323.4K | 0.00% | −389−8.5% | Reduced |
| Pointe Capital Management LLC | 4,202 | $323.9K | 0.16% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 4,280 | $329.9K | 0.17% | +452+11.8% | Added |
| Frec Markets, Inc. | 4,283 | $330.1K | 0.06% | +4,283 | New |
| Drexel Morgan & Co. | 4,288 | $330.5K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 4,323 | $333.2K | 0.01% | −55−1.3% | Reduced |
| Abc Arbitrage SA | 4,358 | $335.9K | 0.04% | +4,358 | New |
| Apella Capital, LLC | 4,157 | $338.5K | 0.01% | +1,177+39.5% | Added |
| Excalibur Management Corp | 4,398 | $339.0K | 0.12% | −37−0.8% | Reduced |
| Moors & Cabot, Inc. | 4,441 | $342.3K | 0.01% | −300−6.3% | Reduced |
| Checchi Capital Advisers, LLC | 4,489 | $346.0K | 0.02% | +442+10.9% | Added |
| Everett Harris & Co | 4,518 | $348.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4,527 | $348.9K | 0.04% | −4−0.1% | Reduced |
| Quarry LP | 4,563 | $351.7K | 0.07% | −1,932−29.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,568 | $352.1K | 0.02% | +2,257+97.7% | Added |
| Beck Mack & Oliver LLC | 4,582 | $353.2K | 0.01% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 4,670 | $360.0K | 0.17% | 00.0% | Unchanged |
| CX Institutional | 4,673 | $360.0K | 0.01% | −575−11.0% | Reduced |
| Vancity Investment Management Ltd | 4,672 | $360.0K | 0.06% | −372−7.4% | Reduced |
| Burling Wealth Partners, LLC | 4,707 | $362.8K | 0.06% | −335−6.6% | Reduced |
| Montag A & Associates Inc | 4,749 | $366.1K | 0.02% | −205−4.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,766 | $367.4K | 0.01% | +653+15.9% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 4,867 | $375.1K | 0.00% | +4,867 | New |
| Baker Tilly Wealth Management, LLC | 4,870 | $375.4K | 0.09% | +4,870 | New |
| Garrison Point Advisors, LLC | 4,875 | $375.8K | 0.17% | −245−4.8% | Reduced |
| Investment Advisory Services Inc | 4,892 | $377.1K | 0.12% | −213−4.2% | Reduced |
| Tocqueville Asset Management L.P. | 4,907 | $378.2K | 0.01% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4,939 | $380.7K | 0.01% | +13+0.3% | Added |
| Kingsview Wealth Management, LLC | 4,939 | $380.7K | 0.01% | +11+0.2% | Added |
| LMR Partners LLP | 4,942 | $380.9K | 0.00% | +2,169+78.2% | Added |
| Independent Advisor Alliance | 4,994 | $384.9K | 0.00% | −10,844−68.5% | Reduced |
| Sterneck Capital Management, LLC | 5,038 | $388.3K | 0.17% | +1,518+43.1% | Added |
| Mount Yale Investment Advisors, LLC | 5,041 | $388.5K | 0.01% | +5,041 | New |
| Rehmann Capital Advisory Group | 5,063 | $390.4K | 0.02% | −1,593−23.9% | Reduced |
| MQS Management LLC | 5,066 | $390.5K | 0.26% | +202+4.2% | Added |
| Cary Street Partners Financial LLC | 5,110 | $393.9K | 0.01% | −38−0.7% | Reduced |
| Advisory Services Network, LLC | 5,110 | $393.9K | 0.01% | +645+14.4% | Added |
| Ingalls & Snyder LLC | 5,151 | $397.0K | 0.01% | +10+0.2% | Added |
| Gateway Wealth Partners, LLC | 5,151 | $397.1K | 0.02% | +5,151 | New |
| Y-Intercept (Hong Kong) Ltd | 5,160 | $397.7K | 0.01% | −40,214−88.6% | Reduced |
| Freestone Capital Holdings, LLC | 5,161 | $397.8K | 0.01% | −92−1.8% | Reduced |
| Eventide Asset Management, LLC | 5,226 | $398.9K | 0.01% | +690+15.2% | Added |
| Callan Family Office, LLC | 5,195 | $400.4K | 0.01% | −128−2.4% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,234 | $403.5K | 0.18% | +964+22.6% | Added |
| Simmons Bank | 5,340 | $411.6K | 0.03% | −40−0.7% | Reduced |
| IMC-Chicago, LLC | 5,341 | $411.7K | 0.01% | +5,341 | New |
| Tema ETFs LLC | 5,366 | $413.6K | 0.03% | +21+0.4% | Added |
| Milestone Asset Management Group, LLC | 5,377 | $414.4K | 0.24% | +7+0.1% | Added |
| Gabelli Funds LLC | 5,400 | $416.2K | 0.00% | +200+3.8% | Added |
| Choate Investment Advisors | 5,412 | $417.2K | 0.01% | +938+21.0% | Added |
| ELCO Management Co., LLC | 5,416 | $417.5K | 0.20% | −173−3.1% | Reduced |
| Fortress Private Ledger, LLC | 5,420 | $417.8K | 0.13% | +1,173+27.6% | Added |
| NorthRock Partners, LLC | 5,464 | $421.2K | 0.01% | +1,302+31.3% | Added |
| Bull Street Advisors, LLC | 5,470 | $422.0K | 0.21% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 5,477 | $422.1K | 0.11% | −234−4.1% | Reduced |
| Capstone Investment Advisors, LLC | 5,515 | $425.1K | 0.00% | −9,279−62.7% | Reduced |
| Frank, Rimerman Advisors LLC | 5,545 | $427.4K | 0.03% | −2,005−26.6% | Reduced |
| Siemens Fonds Invest GmbH | 5,558 | $428.4K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 5,560 | $428.6K | 0.00% | −2,835−33.8% | Reduced |
| Intellectus Partners, LLC | 5,618 | $433.1K | 0.09% | +1,017+22.1% | Added |
| TIAA Wealth Investment Management LLC | 5,673 | $437.3K | 0.00% | +5,673 | New |
| Park Avenue Securities LLC | 5,681 | $438.0K | 0.00% | −594−9.5% | Reduced |
| Banque Transatlantique SA | 5,680 | $438.0K | 0.01% | +594+11.7% | Added |
| Wedmont Private Capital | 5,580 | $443.9K | 0.01% | +146+2.7% | Added |
| Optas, LLC | 5,807 | $447.6K | 0.07% | +654+12.7% | Added |
| Farther Finance Advisors, LLC | 5,797 | $449.0K | 0.00% | −711−10.9% | Reduced |
| Mutual Advisors, LLC | 5,837 | $449.9K | 0.01% | −53−0.9% | Reduced |
| Viewpoint Investment Partners Corp | 8,000 | $451.4K | 0.21% | +3,700+86.0% | Added |
| Dearborn Partners LLC | 5,865 | $452.1K | 0.02% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 5,964 | $459.7K | 0.17% | +53+0.9% | Added |
| Polymer Capital Management (US) LLC | 6,000 | $462.5K | 0.07% | −22,583−79.0% | Reduced |
| Meridian Management Co | 6,000 | $462.5K | 0.12% | −7−0.1% | Reduced |
| Umb Bank N A | 6,005 | $462.9K | 0.01% | −441−6.8% | Reduced |
| Dodge & Cox | 6,010 | $463.3K | 0.00% | −10,000−62.5% | Reduced |
| Glenview Trust Co | 6,016 | $463.7K | 0.01% | −664−9.9% | Reduced |
| Central Trust Co | 6,118 | $471.6K | 0.01% | −50−0.8% | Reduced |
| Soltis Investment Advisors LLC | 6,142 | $473.4K | 0.03% | −252−3.9% | Reduced |