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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 53,713 | $4.14M | 0.02% | −15,813−22.7% | Reduced |
| MAI Capital Management | 52,877 | $4.08M | 0.02% | −5,277−9.1% | Reduced |
| Caxton Associates LLP | 52,813 | $4.07M | 0.09% | +7,754+17.2% | Added |
| BNP Paribas | 52,737 | $4.04M | 0.13% | −371−0.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 52,416 | $4.04M | 0.03% | +932+1.8% | Added |
| Davis-Rea Ltd. | 52,232 | $4.03M | 1.05% | +4,658+9.8% | Added |
| HM Payson & Co | 52,161 | $4.02M | 0.06% | −4,060−7.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 52,157 | $4.02M | 0.02% | +7,598+17.1% | Added |
| Cohen Capital Management, Inc. | 52,077 | $4.01M | 0.62% | +2,181+4.4% | Added |
| Spirepoint Private Client, LLC | 52,008 | $4.01M | 0.38% | +7,765+17.6% | Added |
| Intech Investment Management LLC | 51,930 | $4.00M | 0.04% | +31,505+154.2% | Added |
| Banque Pictet & Cie SA | 51,657 | $3.98M | 0.05% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 51,397 | $3.96M | 0.51% | +1,543+3.1% | Added |
| D.A. Davidson & Co. | 51,364 | $3.96M | 0.02% | −710−1.4% | Reduced |
| Prudential PLC | 51,233 | $3.95M | 0.03% | −5,778−10.1% | Reduced |
| Financial Advisors Network, Inc. | 50,471 | $3.89M | 0.54% | +78+0.2% | Added |
| Nissay Asset Management Corp | 50,407 | $3.89M | 0.02% | +385+0.8% | Added |
| Keybank National Association | 50,319 | $3.88M | 0.01% | −3,263−6.1% | Reduced |
| OP Asset Management Ltd | 50,070 | $3.86M | 0.04% | −2,000−3.8% | Reduced |
| William Allan, LLC | 50,007 | $3.85M | 2.28% | +576+1.2% | Added |
| State of Alaska, Department of Revenue | 49,767 | $3.83M | 0.04% | 00.0% | Unchanged |
| Meyer Handelman Co | 49,602 | $3.82M | 0.12% | −32,776−39.8% | Reduced |
| Avanza Fonder AB | 48,086 | $3.71M | 0.10% | 00.0% | Unchanged |
| Vident Advisory, LLC | 46,922 | $3.62M | 0.03% | +34,150+267.4% | Added |
| State of Tennessee, Treasury Department | 46,557 | $3.59M | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 46,065 | $3.55M | 0.06% | +2,828+6.5% | Added |
| Horizon Investments, LLC | 45,973 | $3.54M | 0.04% | +18,980+70.3% | Added |
| Bradley Foster & Sargent Inc | 45,482 | $3.51M | 0.05% | −2,189−4.6% | Reduced |
| Macquarie Group Ltd | 44,744 | $3.45M | 0.02% | −10,886−19.6% | Reduced |
| CIBC World Markets Inc. | 44,550 | $3.43M | 0.01% | +1,442+3.3% | Added |
| Oregon Public Employees Retirement Fund | 44,523 | $3.43M | 0.05% | −100−0.2% | Reduced |
| Allstate Corp | 44,025 | $3.39M | 0.04% | +16,165+58.0% | Added |
| Agf Management Ltd | 43,664 | $3.37M | 0.02% | +5,566+14.6% | Added |
| Baird Financial Group, Inc. | 43,459 | $3.35M | 0.01% | +10,275+31.0% | Added |
| CWM, LLC | 42,932 | $3.31M | 0.01% | −32,080−42.8% | Reduced |
| Yousif Capital Management, LLC | 42,928 | $3.31M | 0.04% | −3,303−7.1% | Reduced |
| McMillan Office, Inc. | 42,475 | $3.27M | 0.42% | −2,350−5.2% | Reduced |
| Kanawha Capital Management LLC | 42,184 | $3.25M | 0.23% | −1,415−3.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 41,963 | $3.23M | 0.53% | +28,361+208.5% | Added |
| Mutual of America Capital Management LLC | 41,357 | $3.19M | 0.04% | −500−1.2% | Reduced |
| AIA Group Ltd | 41,260 | $3.18M | 0.05% | −3,753−8.3% | Reduced |
| Ossiam | 40,929 | $3.15M | 0.06% | +23,927+140.7% | Added |
| Farmers & Merchants Investments Inc | 40,796 | $3.14M | 0.09% | +207+0.5% | Added |
| Numerai GP LLC | 40,604 | $3.13M | 0.31% | −48,682−54.5% | Reduced |
| Pathstone Holdings, LLC | 40,535 | $3.12M | 0.01% | −5,206−11.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 40,194 | $3.10M | 0.07% | +40,194 | New |
| B. Metzler seel. Sohn & Co. AG | 38,912 | $3.00M | 0.03% | −1,936−4.7% | Reduced |
| Truist Financial Corp | 38,899 | $3.00M | 0.00% | −4,648−10.7% | Reduced |
| Omers Administration Corp | 38,201 | $2.94M | 0.02% | +23,557+160.9% | Added |
| Procyon Private Wealth Partners, LLC | 38,122 | $2.94M | 0.14% | +5,265+16.0% | Added |
| Wesleyan Assurance Society | 38,100 | $2.94M | 0.17% | 00.0% | Unchanged |
| Stance Capital LLC | 38,017 | $2.93M | 1.42% | +38,017 | New |
| Aviso Financial Inc. | 37,868 | $2.92M | 0.10% | −8,753−18.8% | Reduced |
| Landscape Capital Management, L.L.C. | 37,712 | $2.91M | 0.18% | +12,837+51.6% | Added |
| Bryn Mawr Trust Co | 37,677 | $2.90M | 0.07% | +3,417+10.0% | Added |
| Equitable Trust Co | 37,095 | $2.86M | 0.13% | −70,193−65.4% | Reduced |
| Public Employees Retirement Association of Colorado | 36,869 | $2.84M | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 35,987 | $2.77M | 0.01% | +4,931+15.9% | Added |
| MML Investors Services, LLC | 35,750 | $2.76M | 0.01% | −17,123−32.4% | Reduced |
| Ashton Thomas Securities, LLC | 34,772 | $2.68M | 0.34% | +8,310+31.4% | Added |
| Winton Group Ltd | 34,552 | $2.66M | 0.09% | −60,952−63.8% | Reduced |
| Jump Financial, LLC | 34,413 | $2.65M | 0.04% | −443,422−92.8% | Reduced |
| Sanctuary Advisors, LLC | 34,218 | $2.64M | 0.01% | +11,646+51.6% | Added |
| Alps Advisors Inc | 33,314 | $2.57M | 0.01% | −2,377−6.7% | Reduced |
| Circle Wealth Management, LLC | 33,305 | $2.57M | 0.04% | +454+1.4% | Added |
| Wesbanco Bank Inc | 33,055 | $2.55M | 0.07% | −1,929−5.5% | Reduced |
| JustInvest LLC | 32,397 | $2.50M | 0.02% | −2,000−5.8% | Reduced |
| First Manhattan Co | 32,249 | $2.49M | 0.01% | −4,462−12.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 31,931 | $2.46M | 0.02% | +15,941+99.7% | Added |
| Entropy Technologies, LP | 31,787 | $2.45M | 0.11% | −52,880−62.5% | Reduced |
| SummitTX Capital, L.P. | 31,689 | $2.44M | 0.08% | +31,689 | New |
| Teachers Retirement System of the State of Kentucky | 31,246 | $2.41M | 0.02% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 31,200 | $2.40M | 0.53% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 30,904 | $2.38M | 0.33% | −249−0.8% | Reduced |
| DMKC Advisory Services, LLC | 30,796 | $2.37M | 0.99% | +2,847+10.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,729 | $2.37M | 0.01% | −49−0.2% | Reduced |
| Raiffeisen Bank International AG | 30,829 | $2.35M | 0.03% | +19,246+166.2% | Added |
| Canada Post Corp Registered Pension Plan | 30,048 | $2.32M | 0.09% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 29,956 | $2.31M | 0.05% | +10,164+51.4% | Added |
| Hantz Financial Services, Inc. | 29,699 | $2.29M | 0.03% | +28,477+2,330.4% | Added |
| Brown Shipley& Co Ltd | 29,307 | $2.26M | 1.36% | −705−2.3% | Reduced |
| Hohimer Wealth Management, LLC | 28,641 | $2.21M | 0.27% | +28,641 | New |
| Regions Financial Corp | 28,539 | $2.20M | 0.01% | −2,981−9.5% | Reduced |
| Abn Amro Investment Solutions | 28,467 | $2.19M | 0.03% | +4,816+20.4% | Added |
| Gsa Capital Partners LLP | 28,306 | $2.18M | 0.14% | +21,358+307.4% | Added |
| Two Sigma Securities, LLC | 28,083 | $2.16M | 0.25% | +28,083 | New |
| Fiduciary Trust Co | 28,057 | $2.16M | 0.03% | −2,525−8.3% | Reduced |
| Sheets Smith Wealth Management | 27,976 | $2.16M | 0.24% | −4,799−14.6% | Reduced |
| Investment Management Corp of Ontario | 27,857 | $2.15M | 0.03% | −1,535−5.2% | Reduced |
| Silvercrest Asset Management Group LLC | 27,576 | $2.13M | 0.02% | −1,594−5.5% | Reduced |
| Canandaigua National Corp | 27,485 | $2.12M | 0.19% | +27,485 | New |
| Summit Trail Advisors, LLC | 27,463 | $2.12M | 0.03% | +2,534+10.2% | Added |
| Letson Investment Management, Inc. | 27,045 | $2.08M | 0.80% | −221−0.8% | Reduced |
| Merit Financial Group, LLC | 26,754 | $2.06M | 0.02% | −2,152−7.4% | Reduced |
| Union Bancaire Privee, UBP SA | 17,803 | $2.04M | 0.04% | +4,136+30.3% | Added |
| Brinker Capital Investments, LLC | 26,031 | $2.01M | 0.02% | −10,169−28.1% | Reduced |
| LRI Investments, LLC | 25,994 | $2.00M | 0.18% | −3,008−10.4% | Reduced |
| Riverview Capital Advisers, LLC | 25,679 | $1.98M | 0.66% | +25,679 | New |
| Rafferty Asset Management, LLC | 25,311 | $1.95M | 0.01% | −9,405−27.1% | Reduced |
| Algert Global LLC | 25,277 | $1.95M | 0.03% | +16,627+192.2% | Added |