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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 2,237 | $171.0K | 0.00% | +69+3.2% | Added |
| Tiaa Trust, National Association | 2,174 | $167.6K | 0.01% | −11,110−83.6% | Reduced |
| Smartleaf Asset Management LLC | 2,128 | $162.4K | 0.01% | −167−7.3% | Reduced |
| Napier Financial, LLC | 2,080 | $160.3K | 0.04% | +2,080 | New |
| Broadwater Capital Management LLC | 1,822 | $159.2K | 0.12% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,048 | $158.6K | 0.01% | −113−5.2% | Reduced |
| GHP Investment Advisors, Inc. | 1,969 | $151.8K | 0.01% | −114−5.5% | Reduced |
| Ninety One North America, Inc. | 1,969 | $151.8K | 0.01% | −1,153−36.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,991 | $150.9K | 0.00% | +313+18.7% | Added |
| Acropolis Investment Management, LLC | 1,953 | $150.6K | 0.01% | +1,953 | New |
| Centaurus Financial, Inc. | 1,896 | $146.0K | 0.01% | +101+5.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,850 | $142.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,816 | $140.0K | 0.01% | +451+33.0% | Added |
| Cassaday & Co Wealth Management LLC | 1,777 | $136.9K | 0.00% | +1,777 | New |
| Ares Financial Consulting, LLC | 1,713 | $132.7K | 0.10% | +80+4.9% | Added |
| Versant Capital Management, Inc | 1,712 | $132.0K | 0.01% | +680+65.9% | Added |
| Bayforest Capital Ltd | 1,712 | $132.0K | 0.15% | +1,712 | New |
| Colonial Trust Advisors | 1,670 | $128.7K | 0.01% | −50−2.9% | Reduced |
| Smithfield Trust Co | 1,660 | $128.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,652 | $127.3K | 0.00% | +1,243+303.9% | Added |
| Trust Co | 1,625 | $125.3K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,611 | $124.2K | 0.01% | +1,611 | New |
| Citizens National Bank Trust Department | 1,610 | $124.1K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,605 | $123.7K | 0.01% | +254+18.8% | Added |
| South State Corp. | 1,591 | $122.6K | 0.01% | −237−13.0% | Reduced |
| Geneos Wealth Management Inc. | 1,584 | $122.1K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,578 | $121.6K | 0.03% | −12−0.8% | Reduced |
| Adirondack Trust Co | 1,541 | $118.8K | 0.04% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,526 | $117.6K | 0.01% | +1,526 | New |
| Harbor Investment Advisory, LLC | 1,475 | $113.7K | 0.01% | −71−4.6% | Reduced |
| Opal Wealth Advisors, LLC | 1,468 | $113.2K | 0.03% | +1,468 | New |
| Manchester Capital Management LLC | 1,452 | $111.9K | 0.02% | +2+0.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,366 | $105.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,357 | $105.0K | 0.03% | −50−3.6% | Reduced |
| South Dakota Investment Council | 1,350 | $104.0K | 0.00% | +1,350 | New |
| Parkside Financial Bank & Trust | 1,323 | $102.0K | 0.01% | −145−9.9% | Reduced |
| Cromwell Holdings LLC | 1,293 | $99.7K | 0.06% | +8+0.6% | Added |
| Resources Management Corp | 1,290 | $99.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,261 | $97.2K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,254 | $96.7K | 0.00% | +926+282.3% | Added |
| Anchor Investment Management, LLC | 1,214 | $93.6K | 0.01% | +1+0.1% | Added |
| Webster Bank, N. A. | 1,208 | $93.1K | 0.01% | −25−2.0% | Reduced |
| Evelyn Partners Asset Management Ltd | 1,159 | $89.3K | 0.02% | +560+93.5% | Added |
| Asset Dedication, LLC | 1,146 | $88.3K | 0.01% | −357−23.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,141 | $87.9K | 0.04% | −125−9.9% | Reduced |
| CVA Family Office, LLC | 1,135 | $87.5K | 0.01% | −125−9.9% | Reduced |
| Financial Consulate, Inc | 1,122 | $86.5K | 0.01% | −316−22.0% | Reduced |
| Parvin Asset Management, LLC | 1,112 | $85.7K | 0.06% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,108 | $85.0K | 0.07% | −5−0.4% | Reduced |
| Bangor Savings Bank | 1,101 | $84.9K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 1,080 | $83.2K | 0.00% | −485−31.0% | Reduced |
| Onefund, LLC | 1,071 | $82.9K | 0.05% | −94−8.1% | Reduced |
| First Financial Corp | 1,062 | $81.9K | 0.03% | +25+2.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,041 | $80.2K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,025 | $79.0K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,011 | $77.9K | 0.02% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 1,008 | $77.7K | 0.08% | −1−0.1% | Reduced |
| Capital Analysts, LLC | 989 | $77.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 982 | $75.7K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 972 | $74.9K | 0.00% | +972 | New |
| Ronald Blue Trust, Inc. | 912 | $70.3K | 0.00% | −543−37.3% | Reduced |
| Grove Bank & Trust | 903 | $69.6K | 0.01% | −55−5.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 901 | $69.5K | 0.01% | −336−27.2% | Reduced |
| MV Capital Management, Inc. | 895 | $69.0K | 0.01% | −10−1.1% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 878 | $67.7K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 855 | $65.9K | 0.00% | −577−40.3% | Reduced |
| Hanson & Doremus Investment Management | 847 | $65.0K | 0.01% | −150−15.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 822 | $64.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 822 | $63.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 822 | $63.4K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 820 | $63.2K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 805 | $62.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 778 | $60.0K | 0.00% | +73+10.4% | Added |
| Rossby Financial, LCC | 771 | $59.7K | 0.01% | +692+875.9% | Added |
| First Horizon Corp | 760 | $58.6K | 0.00% | +33+4.5% | Added |
| Capula Management Ltd | 760 | $58.6K | 0.00% | +760 | New |
| Sawyer & Company, Inc | 750 | $57.8K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 750 | $57.8K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 741 | $57.1K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 733 | $56.5K | 0.02% | +5+0.7% | Added |
| Covestor Ltd | 726 | $56.0K | 0.04% | −716−49.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 724 | $55.8K | 0.01% | +464+178.5% | Added |
| Bellevue Asset Management, LLC | 716 | $55.2K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 710 | $54.8K | 0.00% | −588−45.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 724 | $54.7K | 0.03% | 00.0% | Unchanged |
| Oakmont Corp | 705 | $54.3K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 703 | $54.2K | 0.04% | +703 | New |
| Aventura Private Wealth, LLC | 702 | $54.1K | 0.02% | −67−8.7% | Reduced |
| Zions Bancorporation, National Association | 678 | $52.3K | 0.00% | −34−4.8% | Reduced |
| Indiana Trust & Investment Management CO | 676 | $52.1K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 668 | $51.5K | 0.00% | −7−1.0% | Reduced |
| Acima Private Wealth, LLC | 650 | $50.1K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 648 | $49.9K | 0.01% | +28+4.5% | Added |
| Center for Financial Planning, Inc. | 635 | $48.9K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 635 | $48.9K | 0.01% | +260+69.3% | Added |
| City State Bank | 624 | $48.1K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 622 | $47.9K | 0.03% | +21+3.5% | Added |
| DHJJ Financial Advisors, Ltd. | 620 | $47.8K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $47.8K | 0.02% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 619 | $47.7K | 0.02% | +619 | New |