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 |
|---|---|---|---|---|---|
| Creative Capital Management Investments LLC | 24 | $1.85K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 24 | $1.85K | 0.00% | +24 | New |
| Battery Global Advisors, LLC | 22 | $1.70K | 0.00% | −49−69.0% | Reduced |
| Vermillion Wealth Management, Inc. | 22 | $1.70K | 0.00% | +22 | New |
| Security National Bank | 21 | $1.62K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 21 | $1.62K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 21 | $1.62K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 21 | $1.62K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $1.56K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $1.54K | 0.00% | −351−94.6% | Reduced |
| Sfam, LLC | 20 | $1.54K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 20 | $1.54K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $1.54K | 0.00% | +16+400.0% | Added |
| Anfield Capital Management, LLC | 19 | $1.47K | 0.00% | +19 | New |
| Retirement Wealth Solutions LLC | 18 | $1.39K | 0.00% | +6+50.0% | Added |
| Stone House Investment Management, LLC | 17 | $1.31K | 0.00% | +14+466.7% | Added |
| Valued Wealth Advisors LLC | 17 | $1.31K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 17 | $1.31K | 0.00% | +17 | New |
| Gilpin Wealth Management, LLC | 16 | $1.23K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 15 | $1.16K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 14 | $1.08K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 14 | $1.08K | 0.00% | +14 | New |
| Dunhill Financial, LLC | 13 | $1.01K | 0.00% | −25−65.8% | Reduced |
| Navigoe, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 12 | $938 | 0.00% | −73−85.9% | Reduced |
| Principia Wealth Advisory, LLC | 12 | $925 | 0.00% | −6−33.3% | Reduced |
| Game Plan Financial Advisors, LLC | 12 | $925 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 12 | $925 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 11 | $848 | 0.00% | +11 | New |
| Core Alternative Capital | 9 | $694 | 0.00% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 9 | $675 | 0.00% | +9 | New |
| Breakwater Investment Management | 6 | $463 | 0.00% | +6 | New |
| Old Point Trust & Financial Services N A | 6 | $462 | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 5 | $386 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $385 | 0.00% | −4−44.4% | Reduced |
| NVWM, LLC | 5 | $385 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 5 | $385 | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 5 | $357 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $309 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 4 | $308 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 4 | $308 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $232 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $231 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 2 | $154 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 2 | $154 | 0.00% | +2 | New |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −436,749−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −170,600−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −163,834−100.0% | Sold out |
| Albar Capital Partners LLP | 0 | $0 | 0.00% | −135,346−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −119,875−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −96,914−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −90,100−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −83,437−100.0% | Sold out |
| Galvin, Gaustad & Stein, LLC | 0 | $0 | 0.00% | −80,892−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −64,553−100.0% | Sold out |
| Amiral Gestion | 0 | $0 | 0.00% | −61,731−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −51,745−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −50,856−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −35,700−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −30,471−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −30,321−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −23,191−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −27,007−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −26,657−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −20,551−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −20,494−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −17,363−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −16,230−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −14,480−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,450−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,047−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −12,728−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −12,655−100.0% | Sold out |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −12,088−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −11,528−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,261−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,185−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −9,684−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,282−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −8,655−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −7,863−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −7,216−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,332−100.0% | Sold out |
| Werlinich Asset Management, LLC | 0 | $0 | 0.00% | −7,175−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −5,767−100.0% | Sold out |
| Caerus Investment Advisors, LLC | 0 | $0 | 0.00% | −5,468−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −5,321−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −5,224−100.0% | Sold out |
| Connable Office Inc | 0 | $0 | 0.00% | −5,172−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −5,039−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −4,955−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −4,625−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −4,594−100.0% | Sold out |
| Valley Brook Capital Group | 0 | $0 | 0.00% | −4,470−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −4,260−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −4,117−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,066−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −3,838−100.0% | Sold out |