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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 154 | $11.9K | 0.00% | −18−10.5% | Reduced |
| Johnson Financial Group, Inc. | 152 | $11.7K | 0.00% | −6−3.8% | Reduced |
| Cetera Trust Company, N.A | 150 | $11.6K | 0.01% | −100−40.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 150 | $11.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 145 | $11.2K | 0.00% | −39−21.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 144 | $11.1K | 0.00% | +144 | New |
| Coastline Trust Co | 142 | $10.9K | 0.00% | +52+57.8% | Added |
| CNB Bank | 141 | $10.9K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 140 | $10.8K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 139 | $10.7K | 0.00% | +39+39.0% | Added |
| Armstrong Advisory Group, Inc | 138 | $10.6K | 0.00% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 137 | $10.6K | 0.01% | +137 | New |
| First Community Trust NA | 136 | $10.5K | 0.01% | −300−68.8% | Reduced |
| Clean Yield Group | 134 | $10.3K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 131 | $10.1K | 0.00% | +53+67.9% | Added |
| JPL Wealth Management, LLC | 129 | $9.94K | 0.00% | +129 | New |
| SJS Investment Consulting Inc. | 128 | $9.87K | 0.00% | −258−66.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 127 | $9.78K | 0.00% | −110−46.4% | Reduced |
| Whipplewood Advisors, LLC | 123 | $9.48K | 0.00% | +123 | New |
| Chilton Capital Management LLC | 119 | $9.17K | 0.00% | −60−33.5% | Reduced |
| Sittner & Nelson, LLC | 118 | $9.10K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 116 | $8.98K | 0.00% | −61−34.5% | Reduced |
| Dorato Capital Management | 110 | $8.75K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 110 | $8.48K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 107 | $8.25K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 104 | $8.02K | 0.05% | 00.0% | Unchanged |
| CKW Financial Group | 104 | $8.00K | 0.00% | +1+1.0% | Added |
| Raffa Wealth Management, LLC | 103 | $7.94K | 0.00% | +48+87.3% | Added |
| Lavaca Capital LLC | 100 | $7.71K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 100 | $7.71K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $7.71K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 100 | $7.71K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $7.71K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $7.71K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 98 | $7.55K | 0.01% | +27+38.0% | Added |
| Cornerstone Planning Group LLC | 92 | $6.94K | 0.00% | +23+33.3% | Added |
| Mosley Wealth Management | 75 | $6.89K | 0.00% | +75 | New |
| Activest Wealth Management | 89 | $6.86K | 0.00% | −172−65.9% | Reduced |
| High Note Wealth, LLC | 89 | $6.86K | 0.00% | +9+11.3% | Added |
| Transamerica Financial Advisors, Inc. | 86 | $6.63K | 0.00% | +28+48.3% | Added |
| BOK Financial Private Wealth, Inc. | 80 | $6.17K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 80 | $6.17K | 0.00% | +28+53.8% | Added |
| Front Row Advisors LLC | 80 | $6.17K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 80 | $6.17K | 0.01% | +80 | New |
| Kayne Anderson Rudnick Investment Management LLC | 79 | $6.09K | 0.00% | −7−8.1% | Reduced |
| LGT Financial Advisors LLC | 71 | $5.48K | 0.03% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 70 | $5.40K | 0.00% | +22+45.8% | Added |
| Kilter Group LLC | 70 | $5.40K | 0.00% | +26+59.1% | Added |
| Clear Street Markets LLC | 64 | $4.93K | 0.00% | −514−88.9% | Reduced |
| Main Street Group, LTD | 62 | $4.78K | 0.00% | +62 | New |
| Holos Integrated Wealth LLC | 60 | $4.67K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 59 | $4.55K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 59 | $4.55K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 58 | $4.47K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 55 | $4.24K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 55 | $4.24K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 55 | $4.24K | 0.00% | +55 | New |
| Ogorek Anthony Joseph | 62 | $4.00K | 0.00% | −3−4.6% | Reduced |
| United Financial Planning Group LLC | 51 | $3.93K | 0.00% | +51 | New |
| Nalls Sherbakoff Group, LLC | 50 | $3.85K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 50 | $3.85K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 50 | $3.85K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 50 | $3.85K | 0.00% | +50 | New |
| MJT & Associates Financial Advisory Group, Inc. | 49 | $3.78K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 47 | $3.62K | 0.00% | −2−4.1% | Reduced |
| Aspect Partners, LLC | 47 | $3.62K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 47 | $3.59K | 0.00% | +46+4,600.0% | Added |
| Hoey Investments, Inc | 46 | $3.55K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 46 | $3.55K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 45 | $3.47K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 45 | $3.47K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 43 | $3.31K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 13,413 | $3.27K | 0.00% | −213−1.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 41 | $3.16K | 0.00% | +11+36.7% | Added |
| Ankerstar Wealth, LLC | 40 | $3.08K | 0.00% | −10−20.0% | Reduced |
| Peoples Financial Services Corp. | 40 | $3.08K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 49 | $3.00K | 0.00% | −1−2.0% | Reduced |
| Fortis Group Advisors, LLC | 38 | $2.93K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 37 | $2.85K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 35 | $2.70K | 0.00% | +35 | New |
| Torren Management, LLC | 34 | $2.64K | 0.00% | −11−24.4% | Reduced |
| Bogart Wealth, LLC | 34 | $2.62K | 0.00% | +20+142.9% | Added |
| Salomon & Ludwin, LLC | 33 | $2.57K | 0.00% | −155−82.4% | Reduced |
| Westend Capital Management, LLC | 33 | $2.54K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 32 | $2.48K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 32 | $2.47K | 0.00% | −65−67.0% | Reduced |
| Graney & King, LLC | 31 | $2.42K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 29 | $2.23K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 28 | $2.19K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $2.16K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 27 | $2.11K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 27 | $2.09K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 27 | $2.08K | 0.00% | +27 | New |
| Marquette Asset Management, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Murphy & Mullick Capital Management Corp | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 25 | $1.93K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 25 | $1.93K | 0.03% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 25 | $1.93K | 0.00% | +5+25.0% | Added |