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 |
|---|---|---|---|---|---|
| Means Investment Co., Inc. | 6,143 | $473.5K | 0.04% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 6,159 | $474.7K | 0.01% | −350−5.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,164 | $475.1K | 0.04% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 6,199 | $477.8K | 0.00% | −123,152−95.2% | Reduced |
| TD Waterhouse Canada Inc. | 6,191 | $479.3K | 0.00% | +1,348+27.8% | Added |
| Westhampton Capital, LLC | 6,218 | $479.3K | 0.22% | 00.0% | Unchanged |
| Headlands Technologies LLC | 6,258 | $482.4K | 0.05% | −17,036−73.1% | Reduced |
| TD Private Client Wealth LLC | 6,261 | $482.6K | 0.01% | −918−12.8% | Reduced |
| Parallel Advisors, LLC | 6,265 | $483.0K | 0.01% | −669−9.6% | Reduced |
| Ausdal Financial Partners, Inc. | 6,283 | $484.3K | 0.02% | +1,310+26.3% | Added |
| Stephens Inc | 6,309 | $486.3K | 0.01% | +1,087+20.8% | Added |
| Meeder Advisory Services, Inc. | 6,310 | $486.4K | 0.02% | +56+0.9% | Added |
| Brighton Jones LLC | 6,338 | $488.5K | 0.01% | +6,338 | New |
| Curbstone Financial Management Corp | 6,388 | $492.4K | 0.09% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 6,393 | $492.8K | 0.01% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 6,407 | $493.9K | 0.05% | −612−8.7% | Reduced |
| TCW Group Inc | 6,428 | $495.5K | 0.00% | +217+3.5% | Added |
| Quotient Wealth Partners, LLC | 6,445 | $496.8K | 0.01% | +887+16.0% | Added |
| Parsons Capital Management Inc | 6,475 | $499.1K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 6,479 | $499.4K | 0.09% | +4,566+238.7% | Added |
| 111 Capital | 6,481 | $499.6K | 0.12% | −8,981−58.1% | Reduced |
| RMB Capital Management, LLC | 6,496 | $500.7K | 0.01% | −4,599−41.5% | Reduced |
| Sava Infond d.o.o. | 6,500 | $501.0K | 0.07% | +6,500 | New |
| CAPROCK Group, Inc. | 6,597 | $508.5K | 0.01% | +6,597 | New |
| Waterford Advisors, LLC | 6,690 | $510.6K | 0.16% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 6,630 | $511.0K | 0.05% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 6,744 | $519.8K | 0.42% | +6,744 | New |
| Bartlett & Co. Wealth Management LLC | 6,874 | $521.6K | 0.01% | −2,394−25.8% | Reduced |
| Romano Brothers and Company | 6,811 | $525.0K | 0.06% | −125−1.8% | Reduced |
| State of Wyoming | 6,884 | $530.6K | 0.06% | +736+12.0% | Added |
| Medallion Wealth Advisors, LLC | 6,886 | $530.8K | 0.17% | −17−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,895 | $531.5K | 0.01% | +962+16.2% | Added |
| Eastern Bank | 6,952 | $535.9K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 6,976 | $537.7K | 0.49% | +3,847+122.9% | Added |
| Warren Averett Asset Management, LLC | 7,030 | $541.9K | 0.00% | −1,343−16.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,036 | $542.3K | 0.05% | +2,048+41.1% | Added |
| Kestra Private Wealth Services, LLC | 7,102 | $547.4K | 0.01% | +170+2.5% | Added |
| Oppenheimer Asset Management Inc. | 7,118 | $548.7K | 0.01% | +7,118 | New |
| Ar Asset Management Inc | 7,150 | $551.0K | 0.11% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,226 | $557.0K | 0.03% | +800+12.4% | Added |
| Wellspring Financial Advisors, LLC | 7,281 | $561.2K | 0.04% | +7,281 | New |
| Lee Danner & Bass Inc | 7,335 | $565.4K | 0.04% | −75−1.0% | Reduced |
| Fire Capital Management LLC | 7,346 | $566.2K | 0.27% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 7,403 | $570.6K | 0.00% | +128+1.8% | Added |
| Field & Main Bank | 7,406 | $570.9K | 0.17% | −150−2.0% | Reduced |
| Curated Wealth Partners LLC | 7,440 | $573.5K | 0.07% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 6,567 | $573.6K | 0.01% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 7,537 | $581.0K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 7,580 | $584.3K | 0.03% | −3,686−32.7% | Reduced |
| American National Bank | 7,582 | $584.4K | 0.06% | +330+4.6% | Added |
| Sit Investment Associates Inc | 7,680 | $592.0K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 7,683 | $592.2K | 0.01% | −1,564−16.9% | Reduced |
| ICW Investment Advisors LLC | 7,753 | $597.6K | 0.22% | +652+9.2% | Added |
| Vestcor Inc | 7,833 | $604.0K | 0.02% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 8,083 | $623.0K | 0.16% | −110−1.3% | Reduced |
| Johnson Investment Counsel Inc | 8,108 | $625.0K | 0.01% | −331−3.9% | Reduced |
| FIL Ltd | 8,260 | $636.7K | 0.00% | +8,260 | New |
| Oppenheimer & Co Inc | 8,288 | $638.8K | 0.01% | −33−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 8,337 | $642.6K | 0.01% | −3,091−27.0% | Reduced |
| Anchyra Partners LLC | 8,354 | $643.9K | 0.20% | −138−1.6% | Reduced |
| Banco Santander, S.A. | 8,479 | $653.6K | 0.01% | −26,780−76.0% | Reduced |
| Arkadios Wealth Advisors | 8,501 | $655.2K | 0.01% | +265+3.2% | Added |
| Cookson Peirce & Co Inc | 8,512 | $656.1K | 0.03% | +951+12.6% | Added |
| Pring Turner Capital Group Inc | 7,575 | $661.7K | 0.40% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 8,690 | $669.8K | 0.06% | −365−4.0% | Reduced |
| Monarch Capital Management Inc | 8,833 | $680.8K | 0.17% | −50−0.6% | Reduced |
| Rockland Trust Co | 8,855 | $682.5K | 0.03% | −1,145−11.5% | Reduced |
| Assetmark, Inc | 8,857 | $682.7K | 0.00% | +572+6.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $688.3K | 0.02% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 9,000 | $693.8K | 0.02% | −622−6.5% | Reduced |
| Home Federal Bank of Tennessee | 9,051 | $697.6K | 0.17% | −125−1.4% | Reduced |
| Woodstock Corp | 9,057 | $698.1K | 0.06% | −902−9.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 9,086 | $700.3K | 0.05% | +169+1.9% | Added |
| Bridges Investment Management Inc | 9,140 | $704.5K | 0.01% | −1,271−12.2% | Reduced |
| Banque Cantonale Vaudoise | 9,157 | $706.0K | 0.03% | +9,157 | New |
| Blueshift Asset Management, LLC | 9,209 | $709.8K | 0.22% | +5,389+141.1% | Added |
| Sequoia Financial Advisors, LLC | 9,221 | $710.8K | 0.00% | +408+4.6% | Added |
| IMA Wealth, Inc. | 9,236 | $711.9K | 0.07% | −278−2.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,265 | $714.1K | 0.04% | +810+9.6% | Added |
| Ballentine Partners, LLC | 9,296 | $716.5K | 0.01% | +520+5.9% | Added |
| Skopos Labs, Inc. | 9,298 | $716.7K | 0.02% | +5,321+133.8% | Added |
| Diversified Trust Co | 9,325 | $718.8K | 0.01% | +2,095+29.0% | Added |
| STRS Ohio | 9,333 | $719.4K | 0.00% | −23,714−71.8% | Reduced |
| Belpointe Asset Management LLC | 9,336 | $719.6K | 0.03% | +9,336 | New |
| Greenleaf Trust | 9,388 | $723.6K | 0.01% | +1,421+17.8% | Added |
| Azzad Asset Management Inc | 9,416 | $725.8K | 0.07% | +48+0.5% | Added |
| Mesirow Financial Investment Management, Inc. | 9,444 | $728.1K | 0.01% | +4,506+91.3% | Added |
| Salem Investment Counselors Inc | 9,502 | $732.4K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 9,489 | $741.2K | 0.01% | −738−7.2% | Reduced |
| Daymark Wealth Partners, LLC | 9,636 | $742.7K | 0.02% | +486+5.3% | Added |
| Transcend Wealth Collective, LLC | 9,658 | $744.4K | 0.06% | +3,427+55.0% | Added |
| BKD Wealth Advisors, LLC | 9,746 | $751.2K | 0.01% | −88−0.9% | Reduced |
| Cooper Financial Group | 9,747 | $751.3K | 0.08% | −145−1.5% | Reduced |
| Ascent Wealth Partners, LLC | 9,761 | $752.4K | 0.09% | +234+2.5% | Added |
| Snowden Capital Advisors LLC | 9,800 | $755.4K | 0.02% | −937−8.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,801 | $755.4K | 0.00% | +776+8.6% | Added |
| Apollon Wealth Management, LLC | 9,833 | $757.9K | 0.01% | +2,926+42.4% | Added |
| Groupama Asset Managment | 9,848 | $759.1K | 0.01% | +6,999+245.7% | Added |
| Integrated Wealth Concepts LLC | 9,938 | $766.0K | 0.01% | +2,395+31.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 9,999 | $770.7K | 0.02% | +127+1.3% | Added |