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 |
|---|---|---|---|---|---|
| Hunter Associates Investment Management LLC | 13,214 | $1.02M | 0.13% | +1,532+13.1% | Added |
| Larson Financial Group LLC | 13,064 | $1.01M | 0.03% | +4,351+49.9% | Added |
| E. Ohman J:or Asset Management AB | 12,877 | $992.6K | 0.03% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 12,873 | $992.4K | 0.09% | −2,042−13.7% | Reduced |
| Ieq Capital, LLC | 12,849 | $990.4K | 0.00% | −76,968−85.7% | Reduced |
| Perigon Wealth Management, LLC | 12,816 | $987.8K | 0.02% | −1,385−9.8% | Reduced |
| Guinness Atkinson Asset Management Inc | 12,781 | $985.2K | 0.49% | +1,522+13.5% | Added |
| Tokio Marine Asset Management Co Ltd | 12,734 | $981.5K | 0.04% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 12,622 | $972.9K | 0.01% | −39,030−75.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 12,591 | $970.5K | 0.53% | +503+4.2% | Added |
| Principal Securities, Inc. | 12,576 | $969.4K | 0.01% | −159−1.2% | Reduced |
| Benjamin Edwards Inc | 12,510 | $964.2K | 0.01% | +5,616+81.5% | Added |
| Western Wealth Management, LLC | 12,471 | $961.3K | 0.04% | +12,471 | New |
| Richard Bernstein Advisors LLC | 12,442 | $959.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 12,439 | $958.8K | 0.01% | −13−0.1% | Reduced |
| Ironwood Investment Management LLC | 12,042 | $928.2K | 0.39% | −569−4.5% | Reduced |
| Ally Financial Inc. | 12,000 | $925.0K | 0.12% | 00.0% | Unchanged |
| EFG International AG | 11,899 | $917.2K | 0.02% | −16,910−58.7% | Reduced |
| Rossmore Private Capital | 11,704 | $902.1K | 0.08% | −40−0.3% | Reduced |
| CSS LLC | 11,653 | $898.2K | 0.05% | +9,093+355.2% | Added |
| GWM Advisors LLC | 11,648 | $897.8K | 0.00% | −144−1.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,604 | $894.4K | 0.00% | −6,000−34.1% | Reduced |
| Clearstead Advisors, LLC | 11,562 | $891.2K | 0.01% | −2,521−17.9% | Reduced |
| Scotia Capital Inc. | 11,495 | $886.0K | 0.00% | −964−7.7% | Reduced |
| HB Wealth Management, LLC | 11,489 | $885.6K | 0.01% | −5,096−30.7% | Reduced |
| Employees Retirement System of Texas | 11,421 | $880.0K | 0.01% | +8,474+287.5% | Added |
| Cypress Advisory Group LLC | 11,233 | $865.8K | 0.66% | +528+4.9% | Added |
| Longfellow Investment Management Co LLC | 11,115 | $856.7K | 0.18% | +3,507+46.1% | Added |
| Neville Rodie & Shaw Inc | 11,108 | $856.0K | 0.06% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 11,045 | $851.3K | 0.02% | −1,354−10.9% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 10,918 | $841.6K | 0.09% | 00.0% | Unchanged |
| Holowesko Partners Ltd. | 10,900 | $840.2K | 0.24% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 10,756 | $829.1K | 0.05% | +257+2.4% | Added |
| Triangle Securities Wealth Management | 10,692 | $824.1K | 0.19% | −922−7.9% | Reduced |
| Principle Wealth Partners LLC | 10,678 | $823.1K | 0.05% | −480−4.3% | Reduced |
| Bleakley Financial Group, LLC | 10,563 | $814.2K | 0.01% | −518−4.7% | Reduced |
| Securian Asset Management, Inc | 10,497 | $809.1K | 0.03% | −100−0.9% | Reduced |
| United Capital Financial Advisers, LLC | 10,420 | $803.1K | 0.00% | −1,595−13.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,400 | $801.6K | 0.05% | 00.0% | Unchanged |
| Argent Trust Co | 10,188 | $785.3K | 0.03% | +294+3.0% | Added |
| Lederer & Associates Investment Counsel | 10,167 | $784.0K | 0.56% | +90+0.9% | Added |
| Moody Lynn & Lieberson, LLC | 10,150 | $782.4K | 0.04% | −215−2.1% | Reduced |
| Exchange Traded Concepts, LLC | 10,087 | $777.5K | 0.01% | +8,614+584.8% | Added |
| Oxford Asset Management LLP | 10,064 | $775.7K | 0.31% | −5,279−34.4% | Reduced |
| Advisors Asset Management, Inc. | 10,037 | $773.7K | 0.01% | −2,773−21.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,999 | $770.7K | 0.02% | +127+1.3% | Added |
| Integrated Wealth Concepts LLC | 9,938 | $766.0K | 0.01% | +2,395+31.8% | Added |
| Groupama Asset Managment | 9,848 | $759.1K | 0.01% | +6,999+245.7% | Added |
| Apollon Wealth Management, LLC | 9,833 | $757.9K | 0.01% | +2,926+42.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,801 | $755.4K | 0.00% | +776+8.6% | Added |
| Snowden Capital Advisors LLC | 9,800 | $755.4K | 0.02% | −937−8.7% | Reduced |
| Ascent Wealth Partners, LLC | 9,761 | $752.4K | 0.09% | +234+2.5% | Added |
| Cooper Financial Group | 9,747 | $751.3K | 0.08% | −145−1.5% | Reduced |
| BKD Wealth Advisors, LLC | 9,746 | $751.2K | 0.01% | −88−0.9% | Reduced |
| Transcend Wealth Collective, LLC | 9,658 | $744.4K | 0.06% | +3,427+55.0% | Added |
| Daymark Wealth Partners, LLC | 9,636 | $742.7K | 0.02% | +486+5.3% | Added |
| Whittier Trust Co | 9,489 | $741.2K | 0.01% | −738−7.2% | Reduced |
| Salem Investment Counselors Inc | 9,502 | $732.4K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 9,444 | $728.1K | 0.01% | +4,506+91.3% | Added |
| Azzad Asset Management Inc | 9,416 | $725.8K | 0.07% | +48+0.5% | Added |
| Greenleaf Trust | 9,388 | $723.6K | 0.01% | +1,421+17.8% | Added |
| Belpointe Asset Management LLC | 9,336 | $719.6K | 0.03% | +9,336 | New |
| STRS Ohio | 9,333 | $719.4K | 0.00% | −23,714−71.8% | Reduced |
| Diversified Trust Co | 9,325 | $718.8K | 0.01% | +2,095+29.0% | Added |
| Skopos Labs, Inc. | 9,298 | $716.7K | 0.02% | +5,321+133.8% | Added |
| Ballentine Partners, LLC | 9,296 | $716.5K | 0.01% | +520+5.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,265 | $714.1K | 0.04% | +810+9.6% | Added |
| IMA Wealth, Inc. | 9,236 | $711.9K | 0.07% | −278−2.9% | Reduced |
| Sequoia Financial Advisors, LLC | 9,221 | $710.8K | 0.00% | +408+4.6% | Added |
| Blueshift Asset Management, LLC | 9,209 | $709.8K | 0.22% | +5,389+141.1% | Added |
| Banque Cantonale Vaudoise | 9,157 | $706.0K | 0.03% | +9,157 | New |
| Bridges Investment Management Inc | 9,140 | $704.5K | 0.01% | −1,271−12.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 9,086 | $700.3K | 0.05% | +169+1.9% | Added |
| Woodstock Corp | 9,057 | $698.1K | 0.06% | −902−9.1% | Reduced |
| Home Federal Bank of Tennessee | 9,051 | $697.6K | 0.17% | −125−1.4% | Reduced |
| Laird Norton Trust Company, LLC | 9,000 | $693.8K | 0.02% | −622−6.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $688.3K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 8,857 | $682.7K | 0.00% | +572+6.9% | Added |
| Rockland Trust Co | 8,855 | $682.5K | 0.03% | −1,145−11.5% | Reduced |
| Monarch Capital Management Inc | 8,833 | $680.8K | 0.17% | −50−0.6% | Reduced |
| Trust Co of Toledo NA | 8,690 | $669.8K | 0.06% | −365−4.0% | Reduced |
| Pring Turner Capital Group Inc | 7,575 | $661.7K | 0.40% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 8,512 | $656.1K | 0.03% | +951+12.6% | Added |
| Arkadios Wealth Advisors | 8,501 | $655.2K | 0.01% | +265+3.2% | Added |
| Banco Santander, S.A. | 8,479 | $653.6K | 0.01% | −26,780−76.0% | Reduced |
| Anchyra Partners LLC | 8,354 | $643.9K | 0.20% | −138−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 8,337 | $642.6K | 0.01% | −3,091−27.0% | Reduced |
| Oppenheimer & Co Inc | 8,288 | $638.8K | 0.01% | −33−0.4% | Reduced |
| FIL Ltd | 8,260 | $636.7K | 0.00% | +8,260 | New |
| Johnson Investment Counsel Inc | 8,108 | $625.0K | 0.01% | −331−3.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,083 | $623.0K | 0.16% | −110−1.3% | Reduced |
| Vestcor Inc | 7,833 | $604.0K | 0.02% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 7,753 | $597.6K | 0.22% | +652+9.2% | Added |
| Concurrent Investment Advisors, LLC | 7,683 | $592.2K | 0.01% | −1,564−16.9% | Reduced |
| Sit Investment Associates Inc | 7,680 | $592.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 7,582 | $584.4K | 0.06% | +330+4.6% | Added |
| Ostrum Asset Management | 7,580 | $584.3K | 0.03% | −3,686−32.7% | Reduced |
| Birch Hill Investment Advisors LLC | 7,537 | $581.0K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 6,567 | $573.6K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 7,440 | $573.5K | 0.07% | 00.0% | Unchanged |