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 |
|---|---|---|---|---|---|
| BDF-Gestion | 18,746 | $1.44M | 0.19% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 18,899 | $1.46M | 0.01% | −2,527−11.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 19,031 | $1.47M | 0.07% | +252+1.3% | Added |
| J.W. Cole Advisors, Inc. | 19,058 | $1.47M | 0.05% | +258+1.4% | Added |
| Tealwood Asset Management Inc | 19,113 | $1.47M | 0.67% | +6,739+54.5% | Added |
| Bailard, Inc. | 19,140 | $1.48M | 0.03% | −550−2.8% | Reduced |
| Cresset Asset Management, LLC | 19,166 | $1.48M | 0.01% | +7,512+64.5% | Added |
| Maryland State Retirement & Pension System | 19,207 | $1.48M | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 19,391 | $1.49M | 0.01% | −159,877−89.2% | Reduced |
| Clarkston Capital Partners, LLC | 19,530 | $1.51M | 0.11% | −125,024−86.5% | Reduced |
| Emmett Investment Management, LP | 19,525 | $1.51M | 1.16% | +19,525 | New |
| Plato Investment Management Ltd | 19,718 | $1.52M | 0.10% | +685+3.6% | Added |
| Louisiana State Employees Retirement System | 19,800 | $1.53M | 0.03% | −100−0.5% | Reduced |
| Pacer Advisors, Inc. | 19,912 | $1.53M | 0.00% | −11,342−36.3% | Reduced |
| Savant Capital, LLC | 20,587 | $1.59M | 0.01% | +926+4.7% | Added |
| Arete Wealth Advisors, LLC | 21,011 | $1.62M | 0.12% | +30.0% | Added |
| Steward Partners Investment Advisory, LLC | 21,073 | $1.62M | 0.01% | +763+3.8% | Added |
| YHB Investment Advisors, Inc. | 21,179 | $1.63M | 0.12% | −252−1.2% | Reduced |
| Zurich Insurance Group Ltd | 21,400 | $1.65M | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 21,531 | $1.66M | 0.03% | −3,910−15.4% | Reduced |
| ASR Vermogensbeheer N.V. | 21,892 | $1.69M | 0.02% | +106+0.5% | Added |
| Wealthfront Advisers LLC | 21,913 | $1.69M | 0.00% | −12,942−37.1% | Reduced |
| Beacon Pointe Advisors, LLC | 21,952 | $1.69M | 0.01% | +7,258+49.4% | Added |
| WD Rutherford LLC | 21,965 | $1.69M | 0.75% | +21,965 | New |
| Dark Forest Capital Management LP | 22,011 | $1.70M | 0.15% | +15,541+240.2% | Added |
| Hartford Investment Management Co | 22,063 | $1.70M | 0.05% | −458−2.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,135 | $1.71M | 0.01% | −81,166−78.6% | Reduced |
| IFP Advisors, Inc | 22,377 | $1.72M | 0.04% | −27−0.1% | Reduced |
| Atria Investments LLC | 22,745 | $1.75M | 0.02% | +5,630+32.9% | Added |
| M. Kraus & Co | 23,115 | $1.78M | 0.52% | −1,201−4.9% | Reduced |
| JB Capital LLC | 23,124 | $1.78M | 0.07% | −46−0.2% | Reduced |
| Heritage Investors Management Corp | 23,131 | $1.78M | 0.05% | −92−0.4% | Reduced |
| QRG Capital Management, Inc. | 23,434 | $1.81M | 0.02% | −1,119−4.6% | Reduced |
| Mizuho Securities USA LLC | 23,500 | $1.81M | 0.04% | −4,877−17.2% | Reduced |
| Cohen Klingenstein LLC | 23,500 | $1.81M | 0.06% | 00.0% | Unchanged |
| Close Asset Management Ltd | 23,728 | $1.83M | 0.05% | −736−3.0% | Reduced |
| Kestra Advisory Services, LLC | 23,818 | $1.84M | 0.01% | −363−1.5% | Reduced |
| Venture Visionary Partners LLC | 23,875 | $1.84M | 0.06% | +48+0.2% | Added |
| Chicago Capital, LLC | 23,958 | $1.85M | 0.05% | +3,547+17.4% | Added |
| Norinchukin Bank, The | 24,152 | $1.86M | 0.02% | −16−0.1% | Reduced |
| Third View Private Wealth, LLC | 24,336 | $1.88M | 0.26% | +24,336 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 24,424 | $1.88M | 0.00% | +9,018+58.5% | Added |
| Crossmark Global Holdings, Inc. | 24,648 | $1.90M | 0.03% | −259−1.0% | Reduced |
| Blair William & Co | 24,744 | $1.91M | 0.01% | +2,157+9.5% | Added |
| Evoke Wealth, LLC | 25,086 | $1.93M | 0.04% | −11,693−31.8% | Reduced |
| Algert Global LLC | 25,277 | $1.95M | 0.03% | +16,627+192.2% | Added |
| Rafferty Asset Management, LLC | 25,311 | $1.95M | 0.01% | −9,405−27.1% | Reduced |
| Riverview Capital Advisers, LLC | 25,679 | $1.98M | 0.66% | +25,679 | New |
| LRI Investments, LLC | 25,994 | $2.00M | 0.18% | −3,008−10.4% | Reduced |
| Brinker Capital Investments, LLC | 26,031 | $2.01M | 0.02% | −10,169−28.1% | Reduced |
| Union Bancaire Privee, UBP SA | 17,803 | $2.04M | 0.04% | +4,136+30.3% | Added |
| Merit Financial Group, LLC | 26,754 | $2.06M | 0.02% | −2,152−7.4% | Reduced |
| Letson Investment Management, Inc. | 27,045 | $2.08M | 0.80% | −221−0.8% | Reduced |
| Summit Trail Advisors, LLC | 27,463 | $2.12M | 0.03% | +2,534+10.2% | Added |
| Canandaigua National Corp | 27,485 | $2.12M | 0.19% | +27,485 | New |
| Silvercrest Asset Management Group LLC | 27,576 | $2.13M | 0.02% | −1,594−5.5% | Reduced |
| Investment Management Corp of Ontario | 27,857 | $2.15M | 0.03% | −1,535−5.2% | Reduced |
| Sheets Smith Wealth Management | 27,976 | $2.16M | 0.24% | −4,799−14.6% | Reduced |
| Fiduciary Trust Co | 28,057 | $2.16M | 0.03% | −2,525−8.3% | Reduced |
| Two Sigma Securities, LLC | 28,083 | $2.16M | 0.25% | +28,083 | New |
| Gsa Capital Partners LLP | 28,306 | $2.18M | 0.14% | +21,358+307.4% | Added |
| Abn Amro Investment Solutions | 28,467 | $2.19M | 0.03% | +4,816+20.4% | Added |
| Regions Financial Corp | 28,539 | $2.20M | 0.01% | −2,981−9.5% | Reduced |
| Hohimer Wealth Management, LLC | 28,641 | $2.21M | 0.27% | +28,641 | New |
| Brown Shipley& Co Ltd | 29,307 | $2.26M | 1.36% | −705−2.3% | Reduced |
| Hantz Financial Services, Inc. | 29,699 | $2.29M | 0.03% | +28,477+2,330.4% | Added |
| Gulf International Bank (UK) Ltd | 29,956 | $2.31M | 0.05% | +10,164+51.4% | Added |
| Canada Post Corp Registered Pension Plan | 30,048 | $2.32M | 0.09% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 30,829 | $2.35M | 0.03% | +19,246+166.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,729 | $2.37M | 0.01% | −49−0.2% | Reduced |
| DMKC Advisory Services, LLC | 30,796 | $2.37M | 0.99% | +2,847+10.2% | Added |
| Cambient Family Office, LLC | 30,904 | $2.38M | 0.33% | −249−0.8% | Reduced |
| Shelter Mutual Insurance Co | 31,200 | $2.40M | 0.53% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 31,246 | $2.41M | 0.02% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 31,689 | $2.44M | 0.08% | +31,689 | New |
| Entropy Technologies, LP | 31,787 | $2.45M | 0.11% | −52,880−62.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 31,931 | $2.46M | 0.02% | +15,941+99.7% | Added |
| First Manhattan Co | 32,249 | $2.49M | 0.01% | −4,462−12.2% | Reduced |
| JustInvest LLC | 32,397 | $2.50M | 0.02% | −2,000−5.8% | Reduced |
| Wesbanco Bank Inc | 33,055 | $2.55M | 0.07% | −1,929−5.5% | Reduced |
| Circle Wealth Management, LLC | 33,305 | $2.57M | 0.04% | +454+1.4% | Added |
| Alps Advisors Inc | 33,314 | $2.57M | 0.01% | −2,377−6.7% | Reduced |
| Sanctuary Advisors, LLC | 34,218 | $2.64M | 0.01% | +11,646+51.6% | Added |
| Jump Financial, LLC | 34,413 | $2.65M | 0.04% | −443,422−92.8% | Reduced |
| Winton Group Ltd | 34,552 | $2.66M | 0.09% | −60,952−63.8% | Reduced |
| Ashton Thomas Securities, LLC | 34,772 | $2.68M | 0.34% | +8,310+31.4% | Added |
| MML Investors Services, LLC | 35,750 | $2.76M | 0.01% | −17,123−32.4% | Reduced |
| Allworth Financial LP | 35,987 | $2.77M | 0.01% | +4,931+15.9% | Added |
| Public Employees Retirement Association of Colorado | 36,869 | $2.84M | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 37,095 | $2.86M | 0.13% | −70,193−65.4% | Reduced |
| Bryn Mawr Trust Co | 37,677 | $2.90M | 0.07% | +3,417+10.0% | Added |
| Landscape Capital Management, L.L.C. | 37,712 | $2.91M | 0.18% | +12,837+51.6% | Added |
| Aviso Financial Inc. | 37,868 | $2.92M | 0.10% | −8,753−18.8% | Reduced |
| Stance Capital LLC | 38,017 | $2.93M | 1.42% | +38,017 | New |
| Wesleyan Assurance Society | 38,100 | $2.94M | 0.17% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 38,122 | $2.94M | 0.14% | +5,265+16.0% | Added |
| Omers Administration Corp | 38,201 | $2.94M | 0.02% | +23,557+160.9% | Added |
| Truist Financial Corp | 38,899 | $3.00M | 0.00% | −4,648−10.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 38,912 | $3.00M | 0.03% | −1,936−4.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 40,194 | $3.10M | 0.07% | +40,194 | New |