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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 10,037 | $773.7K | 0.01% | −2,773−21.6% | Reduced |
| Oxford Asset Management LLP | 10,064 | $775.7K | 0.31% | −5,279−34.4% | Reduced |
| Exchange Traded Concepts, LLC | 10,087 | $777.5K | 0.01% | +8,614+584.8% | Added |
| Moody Lynn & Lieberson, LLC | 10,150 | $782.4K | 0.04% | −215−2.1% | Reduced |
| Lederer & Associates Investment Counsel | 10,167 | $784.0K | 0.56% | +90+0.9% | Added |
| Argent Trust Co | 10,188 | $785.3K | 0.03% | +294+3.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,400 | $801.6K | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,420 | $803.1K | 0.00% | −1,595−13.3% | Reduced |
| Securian Asset Management, Inc | 10,497 | $809.1K | 0.03% | −100−0.9% | Reduced |
| Bleakley Financial Group, LLC | 10,563 | $814.2K | 0.01% | −518−4.7% | Reduced |
| Principle Wealth Partners LLC | 10,678 | $823.1K | 0.05% | −480−4.3% | Reduced |
| Triangle Securities Wealth Management | 10,692 | $824.1K | 0.19% | −922−7.9% | Reduced |
| MUFG Securities Americas Inc. | 10,756 | $829.1K | 0.05% | +257+2.4% | Added |
| Holowesko Partners Ltd. | 10,900 | $840.2K | 0.24% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 10,918 | $841.6K | 0.09% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 11,045 | $851.3K | 0.02% | −1,354−10.9% | Reduced |
| Neville Rodie & Shaw Inc | 11,108 | $856.0K | 0.06% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11,115 | $856.7K | 0.18% | +3,507+46.1% | Added |
| Cypress Advisory Group LLC | 11,233 | $865.8K | 0.66% | +528+4.9% | Added |
| Employees Retirement System of Texas | 11,421 | $880.0K | 0.01% | +8,474+287.5% | Added |
| HB Wealth Management, LLC | 11,489 | $885.6K | 0.01% | −5,096−30.7% | Reduced |
| Scotia Capital Inc. | 11,495 | $886.0K | 0.00% | −964−7.7% | Reduced |
| Clearstead Advisors, LLC | 11,562 | $891.2K | 0.01% | −2,521−17.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,604 | $894.4K | 0.00% | −6,000−34.1% | Reduced |
| GWM Advisors LLC | 11,648 | $897.8K | 0.00% | −144−1.2% | Reduced |
| CSS LLC | 11,653 | $898.2K | 0.05% | +9,093+355.2% | Added |
| Rossmore Private Capital | 11,704 | $902.1K | 0.08% | −40−0.3% | Reduced |
| EFG International AG | 11,899 | $917.2K | 0.02% | −16,910−58.7% | Reduced |
| Ally Financial Inc. | 12,000 | $925.0K | 0.12% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 12,042 | $928.2K | 0.39% | −569−4.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,439 | $958.8K | 0.01% | −13−0.1% | Reduced |
| Richard Bernstein Advisors LLC | 12,442 | $959.0K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 12,471 | $961.3K | 0.04% | +12,471 | New |
| Benjamin Edwards Inc | 12,510 | $964.2K | 0.01% | +5,616+81.5% | Added |
| Principal Securities, Inc. | 12,576 | $969.4K | 0.01% | −159−1.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 12,591 | $970.5K | 0.53% | +503+4.2% | Added |
| Gateway Investment Advisers LLC | 12,622 | $972.9K | 0.01% | −39,030−75.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,734 | $981.5K | 0.04% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 12,781 | $985.2K | 0.49% | +1,522+13.5% | Added |
| Perigon Wealth Management, LLC | 12,816 | $987.8K | 0.02% | −1,385−9.8% | Reduced |
| Ieq Capital, LLC | 12,849 | $990.4K | 0.00% | −76,968−85.7% | Reduced |
| Hartford Funds Management Co LLC | 12,873 | $992.4K | 0.09% | −2,042−13.7% | Reduced |
| E. Ohman J:or Asset Management AB | 12,877 | $992.6K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13,064 | $1.01M | 0.03% | +4,351+49.9% | Added |
| Hunter Associates Investment Management LLC | 13,214 | $1.02M | 0.13% | +1,532+13.1% | Added |
| AlphaGrep UK Ltd | 13,250 | $1.02M | 0.30% | +7,097+115.3% | Added |
| Pictet & Cie (Europe) SA | 13,346 | $1.03M | 0.02% | −2,265−14.5% | Reduced |
| Applied Finance Capital Management, LLC | 13,376 | $1.03M | 0.08% | +428+3.3% | Added |
| Everence Capital Management Inc | 13,433 | $1.03M | 0.06% | −3,347−19.9% | Reduced |
| Bollard Group LLC | 13,542 | $1.04M | 0.03% | +1,255+10.2% | Added |
| Quadrant Capital Group LLC | 13,594 | $1.05M | 0.03% | +6,856+101.8% | Added |
| Vontobel Holding Ltd. | 13,598 | $1.05M | 0.00% | +5,000+58.2% | Added |
| We Are One Seven, LLC | 13,658 | $1.05M | 0.02% | +6,235+84.0% | Added |
| Sterling Capital Management LLC | 13,693 | $1.06M | 0.02% | −9,441−40.8% | Reduced |
| Lecap Asset Management Ltd | 13,726 | $1.06M | 0.40% | −15,329−52.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 13,760 | $1.06M | 0.04% | +1,200+9.6% | Added |
| Empirical Finance, LLC | 13,946 | $1.07M | 0.05% | −30−0.2% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 14,007 | $1.08M | 0.04% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 14,020 | $1.08M | 0.03% | −50,872−78.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 14,000 | $1.08M | 0.19% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 14,076 | $1.08M | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,129 | $1.09M | 0.01% | +62+0.4% | Added |
| Ipswich Investment Management Co., Inc. | 14,326 | $1.10M | 0.26% | −2,509−14.9% | Reduced |
| Saudi Central Bank | 14,385 | $1.11M | 0.02% | +14,385 | New |
| Burney Co | 14,389 | $1.11M | 0.03% | +5,163+56.0% | Added |
| Tower Research Capital LLC (TRC) | 14,591 | $1.12M | 0.03% | −1,408−8.8% | Reduced |
| Tufton Capital Management | 14,608 | $1.13M | 0.20% | −925−6.0% | Reduced |
| Systematic Alpha Investments, LLC | 14,610 | $1.13M | 0.04% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 13,924 | $1.13M | 0.06% | +10,794+344.9% | Added |
| Hillsdale Investment Management Inc. | 14,840 | $1.14M | 0.03% | +3,500+30.9% | Added |
| Private Trust Co NA | 14,851 | $1.14M | 0.10% | −1,158−7.2% | Reduced |
| NBT Bank N A | 14,968 | $1.15M | 0.08% | −216−1.4% | Reduced |
| Lafayette Investments, Inc. | 15,138 | $1.17M | 0.24% | −334−2.2% | Reduced |
| Goelzer Investment Management, Inc. | 15,151 | $1.17M | 0.06% | 00.0% | Unchanged |
| Woodline Partners LP | 15,201 | $1.17M | 0.00% | +8,022+111.7% | Added |
| Dash Acquisitions Inc. | 14,709 | $1.19M | 0.25% | −489−3.2% | Reduced |
| Boothbay Fund Management, LLC | 15,446 | $1.19M | 0.03% | +2,231+16.9% | Added |
| Arq Wealth Advisors, LLC | 15,526 | $1.20M | 0.22% | +12,610+432.4% | Added |
| Huntington National Bank | 15,618 | $1.20M | 0.01% | −1,692−9.8% | Reduced |
| RSM US Wealth Management LLC | 15,668 | $1.21M | 0.01% | +618+4.1% | Added |
| Diversify Wealth Management, LLC | 15,805 | $1.21M | 0.02% | +3,208+25.5% | Added |
| MUFG Securities EMEA plc | 15,977 | $1.23M | 0.02% | 00.0% | Unchanged |
| Shelter Ins Retirement Plan | 16,000 | $1.23M | 1.37% | 00.0% | Unchanged |
| Bessemer Group Inc | 16,105 | $1.24M | 0.00% | +70+0.4% | Added |
| Okabena Investment Services Inc | 16,264 | $1.25M | 0.24% | −464−2.8% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 16,356 | $1.26M | 0.02% | +16,356 | New |
| Allspring Global Investments Holdings, LLC | 16,286 | $1.26M | 0.00% | −187−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 16,415 | $1.28M | 0.03% | −898−5.2% | Reduced |
| Essex Financial Services, Inc. | 16,800 | $1.29M | 0.07% | −1,594−8.7% | Reduced |
| Atlantic Union Bankshares Corp | 16,891 | $1.30M | 0.03% | −26,608−61.2% | Reduced |
| Lido Advisors, LLC | 17,363 | $1.34M | 0.01% | +6,649+62.1% | Added |
| Ridgewood Investments LLC | 17,460 | $1.35M | 0.55% | +17,460 | New |
| Private Advisor Group, LLC | 17,519 | $1.35M | 0.01% | −558−3.1% | Reduced |
| Nomura Holdings Inc | 17,595 | $1.36M | 0.01% | +17,595 | New |
| North Dakota State Investment Board | 17,697 | $1.36M | 0.06% | −2,588−12.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,702 | $1.36M | 0.00% | −26,962−60.4% | Reduced |
| New Mexico Educational Retirement Board | 17,908 | $1.38M | 0.04% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 18,171 | $1.40M | 0.02% | −2,404−11.7% | Reduced |
| Acadian Asset Management LLC | 18,548 | $1.43M | 0.00% | −553−2.9% | Reduced |
| AMG National Trust Bank | 18,690 | $1.44M | 0.03% | +103+0.6% | Added |