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 |
|---|---|---|---|---|---|
| Field & Main Bank | 7,406 | $570.9K | 0.17% | −150−2.0% | Reduced |
| EP Wealth Advisors, LLC | 7,403 | $570.6K | 0.00% | +128+1.8% | Added |
| Fire Capital Management LLC | 7,346 | $566.2K | 0.27% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 7,335 | $565.4K | 0.04% | −75−1.0% | Reduced |
| Wellspring Financial Advisors, LLC | 7,281 | $561.2K | 0.04% | +7,281 | New |
| GAMMA Investing LLC | 7,226 | $557.0K | 0.03% | +800+12.4% | Added |
| Ar Asset Management Inc | 7,150 | $551.0K | 0.11% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 7,118 | $548.7K | 0.01% | +7,118 | New |
| Kestra Private Wealth Services, LLC | 7,102 | $547.4K | 0.01% | +170+2.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,036 | $542.3K | 0.05% | +2,048+41.1% | Added |
| Warren Averett Asset Management, LLC | 7,030 | $541.9K | 0.00% | −1,343−16.0% | Reduced |
| nVerses Capital, LLC | 6,976 | $537.7K | 0.49% | +3,847+122.9% | Added |
| Eastern Bank | 6,952 | $535.9K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,895 | $531.5K | 0.01% | +962+16.2% | Added |
| Medallion Wealth Advisors, LLC | 6,886 | $530.8K | 0.17% | −17−0.2% | Reduced |
| State of Wyoming | 6,884 | $530.6K | 0.06% | +736+12.0% | Added |
| Romano Brothers and Company | 6,811 | $525.0K | 0.06% | −125−1.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,874 | $521.6K | 0.01% | −2,394−25.8% | Reduced |
| Canandaigua National Trust Co of Florida | 6,744 | $519.8K | 0.42% | +6,744 | New |
| Amussen Hunsaker Associates LLC | 6,630 | $511.0K | 0.05% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 6,690 | $510.6K | 0.16% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 6,597 | $508.5K | 0.01% | +6,597 | New |
| Sava Infond d.o.o. | 6,500 | $501.0K | 0.07% | +6,500 | New |
| RMB Capital Management, LLC | 6,496 | $500.7K | 0.01% | −4,599−41.5% | Reduced |
| 111 Capital | 6,481 | $499.6K | 0.12% | −8,981−58.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 6,479 | $499.4K | 0.09% | +4,566+238.7% | Added |
| Parsons Capital Management Inc | 6,475 | $499.1K | 0.02% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 6,445 | $496.8K | 0.01% | +887+16.0% | Added |
| TCW Group Inc | 6,428 | $495.5K | 0.00% | +217+3.5% | Added |
| Marble Harbor Investment Counsel, LLC | 6,407 | $493.9K | 0.05% | −612−8.7% | Reduced |
| Auto-Owners Insurance Co | 6,393 | $492.8K | 0.01% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 6,388 | $492.4K | 0.09% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,338 | $488.5K | 0.01% | +6,338 | New |
| Meeder Advisory Services, Inc. | 6,310 | $486.4K | 0.02% | +56+0.9% | Added |
| Stephens Inc | 6,309 | $486.3K | 0.01% | +1,087+20.8% | Added |
| Ausdal Financial Partners, Inc. | 6,283 | $484.3K | 0.02% | +1,310+26.3% | Added |
| Parallel Advisors, LLC | 6,265 | $483.0K | 0.01% | −669−9.6% | Reduced |
| TD Private Client Wealth LLC | 6,261 | $482.6K | 0.01% | −918−12.8% | Reduced |
| Headlands Technologies LLC | 6,258 | $482.4K | 0.05% | −17,036−73.1% | Reduced |
| Westhampton Capital, LLC | 6,218 | $479.3K | 0.22% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 6,191 | $479.3K | 0.00% | +1,348+27.8% | Added |
| Balyasny Asset Management LLC | 6,199 | $477.8K | 0.00% | −123,152−95.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,164 | $475.1K | 0.04% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 6,159 | $474.7K | 0.01% | −350−5.4% | Reduced |
| Means Investment Co., Inc. | 6,143 | $473.5K | 0.04% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 6,142 | $473.4K | 0.03% | −252−3.9% | Reduced |
| Central Trust Co | 6,118 | $471.6K | 0.01% | −50−0.8% | Reduced |
| Glenview Trust Co | 6,016 | $463.7K | 0.01% | −664−9.9% | Reduced |
| Dodge & Cox | 6,010 | $463.3K | 0.00% | −10,000−62.5% | Reduced |
| Umb Bank N A | 6,005 | $462.9K | 0.01% | −441−6.8% | Reduced |
| Polymer Capital Management (US) LLC | 6,000 | $462.5K | 0.07% | −22,583−79.0% | Reduced |
| Meridian Management Co | 6,000 | $462.5K | 0.12% | −7−0.1% | Reduced |
| Allred Capital Management, LLC | 5,964 | $459.7K | 0.17% | +53+0.9% | Added |
| Dearborn Partners LLC | 5,865 | $452.1K | 0.02% | 00.0% | Unchanged |
| Viewpoint Investment Partners Corp | 8,000 | $451.4K | 0.21% | +3,700+86.0% | Added |
| Mutual Advisors, LLC | 5,837 | $449.9K | 0.01% | −53−0.9% | Reduced |
| Farther Finance Advisors, LLC | 5,797 | $449.0K | 0.00% | −711−10.9% | Reduced |
| Optas, LLC | 5,807 | $447.6K | 0.07% | +654+12.7% | Added |
| Wedmont Private Capital | 5,580 | $443.9K | 0.01% | +146+2.7% | Added |
| Banque Transatlantique SA | 5,680 | $438.0K | 0.01% | +594+11.7% | Added |
| Park Avenue Securities LLC | 5,681 | $438.0K | 0.00% | −594−9.5% | Reduced |
| TIAA Wealth Investment Management LLC | 5,673 | $437.3K | 0.00% | +5,673 | New |
| Intellectus Partners, LLC | 5,618 | $433.1K | 0.09% | +1,017+22.1% | Added |
| Stratos Wealth Partners, LTD. | 5,560 | $428.6K | 0.00% | −2,835−33.8% | Reduced |
| Siemens Fonds Invest GmbH | 5,558 | $428.4K | 0.02% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 5,545 | $427.4K | 0.03% | −2,005−26.6% | Reduced |
| Capstone Investment Advisors, LLC | 5,515 | $425.1K | 0.00% | −9,279−62.7% | Reduced |
| Hartford Financial Management Inc. | 5,477 | $422.1K | 0.11% | −234−4.1% | Reduced |
| Bull Street Advisors, LLC | 5,470 | $422.0K | 0.21% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,464 | $421.2K | 0.01% | +1,302+31.3% | Added |
| Fortress Private Ledger, LLC | 5,420 | $417.8K | 0.13% | +1,173+27.6% | Added |
| ELCO Management Co., LLC | 5,416 | $417.5K | 0.20% | −173−3.1% | Reduced |
| Choate Investment Advisors | 5,412 | $417.2K | 0.01% | +938+21.0% | Added |
| Gabelli Funds LLC | 5,400 | $416.2K | 0.00% | +200+3.8% | Added |
| Milestone Asset Management Group, LLC | 5,377 | $414.4K | 0.24% | +7+0.1% | Added |
| Tema ETFs LLC | 5,366 | $413.6K | 0.03% | +21+0.4% | Added |
| IMC-Chicago, LLC | 5,341 | $411.7K | 0.01% | +5,341 | New |
| Simmons Bank | 5,340 | $411.6K | 0.03% | −40−0.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,234 | $403.5K | 0.18% | +964+22.6% | Added |
| Callan Family Office, LLC | 5,195 | $400.4K | 0.01% | −128−2.4% | Reduced |
| Eventide Asset Management, LLC | 5,226 | $398.9K | 0.01% | +690+15.2% | Added |
| Freestone Capital Holdings, LLC | 5,161 | $397.8K | 0.01% | −92−1.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,160 | $397.7K | 0.01% | −40,214−88.6% | Reduced |
| Gateway Wealth Partners, LLC | 5,151 | $397.1K | 0.02% | +5,151 | New |
| Ingalls & Snyder LLC | 5,151 | $397.0K | 0.01% | +10+0.2% | Added |
| Advisory Services Network, LLC | 5,110 | $393.9K | 0.01% | +645+14.4% | Added |
| Cary Street Partners Financial LLC | 5,110 | $393.9K | 0.01% | −38−0.7% | Reduced |
| MQS Management LLC | 5,066 | $390.5K | 0.26% | +202+4.2% | Added |
| Rehmann Capital Advisory Group | 5,063 | $390.4K | 0.02% | −1,593−23.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,041 | $388.5K | 0.01% | +5,041 | New |
| Sterneck Capital Management, LLC | 5,038 | $388.3K | 0.17% | +1,518+43.1% | Added |
| Independent Advisor Alliance | 4,994 | $384.9K | 0.00% | −10,844−68.5% | Reduced |
| LMR Partners LLP | 4,942 | $380.9K | 0.00% | +2,169+78.2% | Added |
| Kingsview Wealth Management, LLC | 4,939 | $380.7K | 0.01% | +11+0.2% | Added |
| Grimes & Company, Inc. | 4,939 | $380.7K | 0.01% | +13+0.3% | Added |
| Tocqueville Asset Management L.P. | 4,907 | $378.2K | 0.01% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 4,892 | $377.1K | 0.12% | −213−4.2% | Reduced |
| Garrison Point Advisors, LLC | 4,875 | $375.8K | 0.17% | −245−4.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,870 | $375.4K | 0.09% | +4,870 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 4,867 | $375.1K | 0.00% | +4,867 | New |