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 |
|---|---|---|---|---|---|
| Ramirez Asset Management, Inc. | 600 | $46.2K | 0.01% | −500−45.5% | Reduced |
| SBI Securities Co., Ltd. | 597 | $46.0K | 0.00% | +29+5.1% | Added |
| Southern Michigan Bank & Trust | 595 | $45.9K | 0.02% | +595 | New |
| Bank of New Hampshire | 579 | $44.6K | 0.01% | −1,000−63.3% | Reduced |
| Key Financial Inc | 578 | $44.6K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 575 | $44.3K | 0.00% | +90+18.6% | Added |
| Chesapeake Asset Management LLC | 550 | $42.4K | 0.03% | −200−26.7% | Reduced |
| True Wealth Design, LLC | 550 | $42.4K | 0.01% | −3−0.5% | Reduced |
| Community Financial Services Group, LLC | 536 | $41.5K | 0.01% | +536 | New |
| Wall Street Financial Group, Inc. | 538 | $41.5K | 0.02% | +538 | New |
| Bullock Wealth Management Group | 528 | $40.9K | 0.02% | −10−1.9% | Reduced |
| WPG Advisers, LLC | 520 | $40.1K | 0.03% | −75−12.6% | Reduced |
| Quaker Wealth Management, LLC | 511 | $39.4K | 0.01% | +9+1.8% | Added |
| Toth Financial Advisory Corp | 500 | $38.5K | 0.00% | −335−40.1% | Reduced |
| Hilltop National Bank | 500 | $38.5K | 0.01% | −18−3.5% | Reduced |
| Cypress Capital Management LLC (WY) | 500 | $38.5K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 492 | $37.9K | 0.00% | +204+70.8% | Added |
| NBC Securities, Inc. | 484 | $37.3K | 0.00% | +139+40.3% | Added |
| Creative Financial Designs Inc | 477 | $36.8K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 475 | $36.6K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 473 | $36.5K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 368 | $36.4K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 462 | $36.0K | 0.00% | −8−1.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 466 | $35.9K | 0.01% | +2+0.4% | Added |
| MCF Advisors LLC | 421 | $32.5K | 0.00% | −142−25.2% | Reduced |
| MTM Investment Management, LLC | 408 | $31.4K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 401 | $30.9K | 0.00% | −410−50.6% | Reduced |
| Financial Network Wealth Advisors LLC | 400 | $30.8K | 0.03% | −14−3.4% | Reduced |
| Wellington Shields Capital Management, LLC | 400 | $30.8K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 400 | $30.8K | 0.03% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 396 | $30.5K | 0.05% | 00.0% | Unchanged |
| MidFirst Bank | 396 | $30.5K | 0.00% | +1+0.3% | Added |
| TFC Financial Management | 387 | $29.8K | 0.00% | −10−2.5% | Reduced |
| Vision Retirement, LLC | 377 | $29.1K | 0.01% | −51−11.9% | Reduced |
| Orion Capital Management LLC | 375 | $28.9K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 374 | $28.8K | 0.00% | −25−6.3% | Reduced |
| Pinnacle Bancorp, Inc. | 371 | $28.6K | 0.01% | +25+7.2% | Added |
| JFS Wealth Advisors, LLC | 370 | $28.5K | 0.00% | −129−25.9% | Reduced |
| Meramec Financial Planners, LLC | 345 | $27.9K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 359 | $27.7K | 0.01% | −150−29.5% | Reduced |
| Abound Wealth Management | 353 | $27.2K | 0.01% | +45+14.6% | Added |
| Paladin Advisory Group, LLC | 353 | $27.2K | 0.02% | 00.0% | Unchanged |
| Motco | 345 | $26.6K | 0.00% | −33−8.7% | Reduced |
| Fortitude Family Office, LLC | 343 | $26.4K | 0.01% | +50+17.1% | Added |
| American Capital Advisory, LLC | 342 | $26.4K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 336 | $26.2K | 0.00% | −7−2.0% | Reduced |
| Oakworth Capital, Inc. | 329 | $25.4K | 0.00% | −14−4.1% | Reduced |
| Valley National Advisers Inc | 320 | $24.0K | 0.00% | −12−3.6% | Reduced |
| United Community Bank | 305 | $23.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 303 | $23.4K | 0.00% | −151−33.3% | Reduced |
| Hoertkorn Richard Charles | 300 | $23.1K | 0.02% | −340−53.1% | Reduced |
| Board of the Pension Protection Fund | 300 | $23.1K | 0.02% | −100−25.0% | Reduced |
| Old Second National Bank of Aurora | 300 | $23.1K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 295 | $22.7K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 294 | $22.7K | 0.01% | −2,198−88.2% | Reduced |
| Prestige Wealth Management Group LLC | 293 | $22.6K | 0.00% | −29−9.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 290 | $22.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 289 | $22.3K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 275 | $21.2K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 269 | $20.7K | 0.00% | +34+14.5% | Added |
| Wall Street Access Asset Management, LLC | 253 | $19.5K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 251 | $19.3K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 250 | $19.3K | 0.00% | 00.0% | Unchanged |
| Trask Adam Roland | 250 | $19.3K | 0.02% | +250 | New |
| GW&K Investment Management, LLC | 246 | $19.0K | 0.00% | −34−12.1% | Reduced |
| Consultiva Wealth Management, Corp. | 245 | $18.9K | 0.05% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 240 | $18.5K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 240 | $18.5K | 0.01% | +240 | New |
| Central Pacific Bank - Trust Division | 235 | $18.1K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 232 | $17.9K | 0.00% | −91−28.2% | Reduced |
| Bravera Wealth | 230 | $17.7K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $17.7K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 229 | $17.7K | 0.00% | −7−3.0% | Reduced |
| DT Investment Partners, LLC | 227 | $17.5K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 226 | $17.4K | 0.00% | +226 | New |
| UMA Financial Services, Inc. | 224 | $17.3K | 0.00% | +3+1.4% | Added |
| Newbridge Financial Services Group, Inc. | 223 | $17.2K | 0.00% | +1+0.5% | Added |
| Curat Global, LLC | 217 | $16.7K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 217 | $16.7K | 0.00% | +20+10.2% | Added |
| Birchbrook, Inc. | 212 | $16.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 204 | $15.7K | 0.00% | +1+0.5% | Added |
| TD Capital Management LLC | 203 | $15.7K | 0.00% | +1+0.5% | Added |
| Highline Wealth Partners LLC | 202 | $15.6K | 0.00% | +26+14.8% | Added |
| Barrett & Company, Inc. | 200 | $15.4K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $15.4K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 198 | $15.3K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 195 | $15.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 192 | $14.8K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 187 | $14.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 180 | $13.9K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 175 | $13.5K | 0.01% | −41−19.0% | Reduced |
| Glen Eagle Advisors, LLC | 174 | $13.4K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 174 | $13.4K | 0.00% | +1+0.6% | Added |
| Tompkins Financial Corp | 167 | $12.9K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 167 | $12.9K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 162 | $12.5K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 160 | $12.3K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 156 | $12.0K | 0.00% | +33+26.8% | Added |
| Merrithew & Thorsten Inc | 164 | $12.0K | 0.01% | +1+0.6% | Added |
| Archer Investment Corp | 155 | $11.9K | 0.00% | −5,095−97.0% | Reduced |