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 |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 25,086 | $1.93M | 0.04% | −11,693−31.8% | Reduced |
| Blair William & Co | 24,744 | $1.91M | 0.01% | +2,157+9.5% | Added |
| Crossmark Global Holdings, Inc. | 24,648 | $1.90M | 0.03% | −259−1.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 24,424 | $1.88M | 0.00% | +9,018+58.5% | Added |
| Third View Private Wealth, LLC | 24,336 | $1.88M | 0.26% | +24,336 | New |
| Norinchukin Bank, The | 24,152 | $1.86M | 0.02% | −16−0.1% | Reduced |
| Chicago Capital, LLC | 23,958 | $1.85M | 0.05% | +3,547+17.4% | Added |
| Venture Visionary Partners LLC | 23,875 | $1.84M | 0.06% | +48+0.2% | Added |
| Kestra Advisory Services, LLC | 23,818 | $1.84M | 0.01% | −363−1.5% | Reduced |
| Close Asset Management Ltd | 23,728 | $1.83M | 0.05% | −736−3.0% | Reduced |
| Mizuho Securities USA LLC | 23,500 | $1.81M | 0.04% | −4,877−17.2% | Reduced |
| Cohen Klingenstein LLC | 23,500 | $1.81M | 0.06% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 23,434 | $1.81M | 0.02% | −1,119−4.6% | Reduced |
| Heritage Investors Management Corp | 23,131 | $1.78M | 0.05% | −92−0.4% | Reduced |
| JB Capital LLC | 23,124 | $1.78M | 0.07% | −46−0.2% | Reduced |
| M. Kraus & Co | 23,115 | $1.78M | 0.52% | −1,201−4.9% | Reduced |
| Atria Investments LLC | 22,745 | $1.75M | 0.02% | +5,630+32.9% | Added |
| IFP Advisors, Inc | 22,377 | $1.72M | 0.04% | −27−0.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,135 | $1.71M | 0.01% | −81,166−78.6% | Reduced |
| Hartford Investment Management Co | 22,063 | $1.70M | 0.05% | −458−2.0% | Reduced |
| Dark Forest Capital Management LP | 22,011 | $1.70M | 0.15% | +15,541+240.2% | Added |
| WD Rutherford LLC | 21,965 | $1.69M | 0.75% | +21,965 | New |
| Beacon Pointe Advisors, LLC | 21,952 | $1.69M | 0.01% | +7,258+49.4% | Added |
| Wealthfront Advisers LLC | 21,913 | $1.69M | 0.00% | −12,942−37.1% | Reduced |
| ASR Vermogensbeheer N.V. | 21,892 | $1.69M | 0.02% | +106+0.5% | Added |
| Evercore Wealth Management, LLC | 21,531 | $1.66M | 0.03% | −3,910−15.4% | Reduced |
| Zurich Insurance Group Ltd | 21,400 | $1.65M | 0.01% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 21,179 | $1.63M | 0.12% | −252−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,073 | $1.62M | 0.01% | +763+3.8% | Added |
| Arete Wealth Advisors, LLC | 21,011 | $1.62M | 0.12% | +30.0% | Added |
| Savant Capital, LLC | 20,587 | $1.59M | 0.01% | +926+4.7% | Added |
| Pacer Advisors, Inc. | 19,912 | $1.53M | 0.00% | −11,342−36.3% | Reduced |
| Louisiana State Employees Retirement System | 19,800 | $1.53M | 0.03% | −100−0.5% | Reduced |
| Plato Investment Management Ltd | 19,718 | $1.52M | 0.10% | +685+3.6% | Added |
| Emmett Investment Management, LP | 19,525 | $1.51M | 1.16% | +19,525 | New |
| Clarkston Capital Partners, LLC | 19,530 | $1.51M | 0.11% | −125,024−86.5% | Reduced |
| Walleye Capital LLC | 19,391 | $1.49M | 0.01% | −159,877−89.2% | Reduced |
| Maryland State Retirement & Pension System | 19,207 | $1.48M | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 19,166 | $1.48M | 0.01% | +7,512+64.5% | Added |
| Bailard, Inc. | 19,140 | $1.48M | 0.03% | −550−2.8% | Reduced |
| Tealwood Asset Management Inc | 19,113 | $1.47M | 0.67% | +6,739+54.5% | Added |
| J.W. Cole Advisors, Inc. | 19,058 | $1.47M | 0.05% | +258+1.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 19,031 | $1.47M | 0.07% | +252+1.3% | Added |
| Glenmede Trust Co NA | 18,899 | $1.46M | 0.01% | −2,527−11.8% | Reduced |
| BDF-Gestion | 18,746 | $1.44M | 0.19% | 00.0% | Unchanged |
| AMG National Trust Bank | 18,690 | $1.44M | 0.03% | +103+0.6% | Added |
| Acadian Asset Management LLC | 18,548 | $1.43M | 0.00% | −553−2.9% | Reduced |
| Pinnacle Associates Ltd | 18,171 | $1.40M | 0.02% | −2,404−11.7% | Reduced |
| New Mexico Educational Retirement Board | 17,908 | $1.38M | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17,702 | $1.36M | 0.00% | −26,962−60.4% | Reduced |
| North Dakota State Investment Board | 17,697 | $1.36M | 0.06% | −2,588−12.8% | Reduced |
| Nomura Holdings Inc | 17,595 | $1.36M | 0.01% | +17,595 | New |
| Private Advisor Group, LLC | 17,519 | $1.35M | 0.01% | −558−3.1% | Reduced |
| Ridgewood Investments LLC | 17,460 | $1.35M | 0.55% | +17,460 | New |
| Lido Advisors, LLC | 17,363 | $1.34M | 0.01% | +6,649+62.1% | Added |
| Atlantic Union Bankshares Corp | 16,891 | $1.30M | 0.03% | −26,608−61.2% | Reduced |
| Essex Financial Services, Inc. | 16,800 | $1.29M | 0.07% | −1,594−8.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 16,415 | $1.28M | 0.03% | −898−5.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,286 | $1.26M | 0.00% | −187−1.1% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 16,356 | $1.26M | 0.02% | +16,356 | New |
| Okabena Investment Services Inc | 16,264 | $1.25M | 0.24% | −464−2.8% | Reduced |
| Bessemer Group Inc | 16,105 | $1.24M | 0.00% | +70+0.4% | Added |
| Shelter Ins Retirement Plan | 16,000 | $1.23M | 1.37% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 15,977 | $1.23M | 0.02% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 15,805 | $1.21M | 0.02% | +3,208+25.5% | Added |
| RSM US Wealth Management LLC | 15,668 | $1.21M | 0.01% | +618+4.1% | Added |
| Huntington National Bank | 15,618 | $1.20M | 0.01% | −1,692−9.8% | Reduced |
| Arq Wealth Advisors, LLC | 15,526 | $1.20M | 0.22% | +12,610+432.4% | Added |
| Boothbay Fund Management, LLC | 15,446 | $1.19M | 0.03% | +2,231+16.9% | Added |
| Dash Acquisitions Inc. | 14,709 | $1.19M | 0.25% | −489−3.2% | Reduced |
| Woodline Partners LP | 15,201 | $1.17M | 0.00% | +8,022+111.7% | Added |
| Goelzer Investment Management, Inc. | 15,151 | $1.17M | 0.06% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 15,138 | $1.17M | 0.24% | −334−2.2% | Reduced |
| NBT Bank N A | 14,968 | $1.15M | 0.08% | −216−1.4% | Reduced |
| Private Trust Co NA | 14,851 | $1.14M | 0.10% | −1,158−7.2% | Reduced |
| Hillsdale Investment Management Inc. | 14,840 | $1.14M | 0.03% | +3,500+30.9% | Added |
| Founders Financial Securities LLC | 13,924 | $1.13M | 0.06% | +10,794+344.9% | Added |
| Systematic Alpha Investments, LLC | 14,610 | $1.13M | 0.04% | 00.0% | Unchanged |
| Tufton Capital Management | 14,608 | $1.13M | 0.20% | −925−6.0% | Reduced |
| Tower Research Capital LLC (TRC) | 14,591 | $1.12M | 0.03% | −1,408−8.8% | Reduced |
| Burney Co | 14,389 | $1.11M | 0.03% | +5,163+56.0% | Added |
| Saudi Central Bank | 14,385 | $1.11M | 0.02% | +14,385 | New |
| Ipswich Investment Management Co., Inc. | 14,326 | $1.10M | 0.26% | −2,509−14.9% | Reduced |
| Davenport & Co LLC | 14,129 | $1.09M | 0.01% | +62+0.4% | Added |
| Hudson Bay Capital Management LP | 14,076 | $1.08M | 0.01% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 14,000 | $1.08M | 0.19% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 14,020 | $1.08M | 0.03% | −50,872−78.4% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 14,007 | $1.08M | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 13,946 | $1.07M | 0.05% | −30−0.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 13,760 | $1.06M | 0.04% | +1,200+9.6% | Added |
| Lecap Asset Management Ltd | 13,726 | $1.06M | 0.40% | −15,329−52.8% | Reduced |
| Sterling Capital Management LLC | 13,693 | $1.06M | 0.02% | −9,441−40.8% | Reduced |
| We Are One Seven, LLC | 13,658 | $1.05M | 0.02% | +6,235+84.0% | Added |
| Vontobel Holding Ltd. | 13,598 | $1.05M | 0.00% | +5,000+58.2% | Added |
| Quadrant Capital Group LLC | 13,594 | $1.05M | 0.03% | +6,856+101.8% | Added |
| Bollard Group LLC | 13,542 | $1.04M | 0.03% | +1,255+10.2% | Added |
| Everence Capital Management Inc | 13,433 | $1.03M | 0.06% | −3,347−19.9% | Reduced |
| Applied Finance Capital Management, LLC | 13,376 | $1.03M | 0.08% | +428+3.3% | Added |
| Pictet & Cie (Europe) SA | 13,346 | $1.03M | 0.02% | −2,265−14.5% | Reduced |
| AlphaGrep UK Ltd | 13,250 | $1.02M | 0.30% | +7,097+115.3% | Added |