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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 4,766 | $367.4K | 0.01% | +653+15.9% | Added |
| Montag A & Associates Inc | 4,749 | $366.1K | 0.02% | −205−4.1% | Reduced |
| Burling Wealth Partners, LLC | 4,707 | $362.8K | 0.06% | −335−6.6% | Reduced |
| CX Institutional | 4,673 | $360.0K | 0.01% | −575−11.0% | Reduced |
| Vancity Investment Management Ltd | 4,672 | $360.0K | 0.06% | −372−7.4% | Reduced |
| Core Wealth Partners LLC | 4,670 | $360.0K | 0.17% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 4,582 | $353.2K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,568 | $352.1K | 0.02% | +2,257+97.7% | Added |
| Quarry LP | 4,563 | $351.7K | 0.07% | −1,932−29.7% | Reduced |
| Private Wealth Asset Management, LLC | 4,527 | $348.9K | 0.04% | −4−0.1% | Reduced |
| Everett Harris & Co | 4,518 | $348.2K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,489 | $346.0K | 0.02% | +442+10.9% | Added |
| Moors & Cabot, Inc. | 4,441 | $342.3K | 0.01% | −300−6.3% | Reduced |
| Excalibur Management Corp | 4,398 | $339.0K | 0.12% | −37−0.8% | Reduced |
| Apella Capital, LLC | 4,157 | $338.5K | 0.01% | +1,177+39.5% | Added |
| Abc Arbitrage SA | 4,358 | $335.9K | 0.04% | +4,358 | New |
| Washington Trust Co | 4,323 | $333.2K | 0.01% | −55−1.3% | Reduced |
| Drexel Morgan & Co. | 4,288 | $330.5K | 0.05% | 00.0% | Unchanged |
| Frec Markets, Inc. | 4,283 | $330.1K | 0.06% | +4,283 | New |
| Fortune Financial Advisors, LLC | 4,280 | $329.9K | 0.17% | +452+11.8% | Added |
| Pointe Capital Management LLC | 4,202 | $323.9K | 0.16% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,196 | $323.4K | 0.00% | −389−8.5% | Reduced |
| Exencial Wealth Advisors, LLC | 4,185 | $322.6K | 0.01% | −634−13.2% | Reduced |
| Texas Bank & Trust Co | 4,150 | $319.9K | 0.12% | −250−5.7% | Reduced |
| OpenArc Corporate Advisory, LLC | 4,147 | $319.7K | 0.00% | −302−6.8% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,142 | $319.3K | 0.08% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,137 | $318.9K | 0.00% | −2,798−40.3% | Reduced |
| Ritholtz Wealth Management | 4,124 | $317.9K | 0.01% | +444+12.1% | Added |
| Signaturefd, LLC | 4,102 | $316.2K | 0.00% | −622−13.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,072 | $313.9K | 0.02% | +186+4.8% | Added |
| Vestmark Advisory Solutions, Inc. | 4,022 | $310.1K | 0.00% | +4,022 | New |
| Wendell David Associates Inc | 4,027 | $310.0K | 0.03% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 4,008 | $308.9K | 0.03% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 3,977 | $308.1K | 0.00% | +736+22.7% | Added |
| TCG Advisory Services, LLC | 3,984 | $307.1K | 0.01% | +3,984 | New |
| Hunter Perkins Capital Management, LLC | 3,982 | $307.0K | 0.07% | +3,982 | New |
| HBK Sorce Advisory LLC | 4,100 | $306.8K | 0.01% | −157−3.7% | Reduced |
| Hancock Whitney Corp | 3,938 | $304.8K | 0.01% | −98−2.4% | Reduced |
| Sage Capital Management, LLC | 3,923 | $302.6K | 0.14% | −1,647−29.6% | Reduced |
| 1st Source Bank | 3,920 | $302.2K | 0.02% | −125−3.1% | Reduced |
| Patten & Patten Inc | 3,915 | $301.8K | 0.02% | −95−2.4% | Reduced |
| Rialto Wealth Management, LLC | 3,906 | $301.1K | 0.07% | +9+0.2% | Added |
| Guggenheim Capital LLC | 3,897 | $300.4K | 0.00% | −1,100−22.0% | Reduced |
| V-Square Quantitative Management LLC | 3,894 | $300.1K | 0.03% | −403−9.4% | Reduced |
| Radnor Capital Management, LLC | 3,892 | $300.0K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 3,866 | $298.0K | 0.01% | +100+2.7% | Added |
| Westpac Banking Corp | 3,856 | $297.2K | 0.02% | 00.0% | Unchanged |
| Rexford Capital Inc | 3,855 | $297.1K | 0.21% | −6−0.2% | Reduced |
| First Western Trust Bank | 3,826 | $294.9K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,825 | $294.8K | 0.02% | −100−2.5% | Reduced |
| Philadelphia Trust Co | 3,818 | $294.0K | 0.02% | −111−2.8% | Reduced |
| Charter Trust Co | 3,788 | $292.0K | 0.02% | −180−4.5% | Reduced |
| Sovereign Financial Group, Inc. | 3,782 | $291.6K | 0.05% | −41−1.1% | Reduced |
| Rothschild Investment LLC | 3,775 | $291.0K | 0.02% | −1,584−29.6% | Reduced |
| Kathmere Capital Management, LLC | 3,775 | $291.0K | 0.02% | +1,311+53.2% | Added |
| BTG Pactual Asset Management US LLC | 3,769 | $290.5K | 0.03% | +616+19.5% | Added |
| Atom Investors LP | 3,768 | $290.4K | 0.02% | −724−16.1% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,713 | $286.2K | 0.19% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,713 | $286.2K | 0.00% | +891+31.6% | Added |
| Trust Co of Virginia | 3,713 | $286.2K | 0.02% | −112−2.9% | Reduced |
| Profund Advisors LLC | 3,654 | $281.6K | 0.01% | +138+3.9% | Added |
| Fidelis Capital Partners, LLC | 3,642 | $280.7K | 0.02% | +92+2.6% | Added |
| Busey Wealth Management | 3,635 | $280.2K | 0.01% | −418−10.3% | Reduced |
| Cigna Investments Inc | 3,612 | $278.0K | 0.04% | −212−5.5% | Reduced |
| LGT Group Foundation | 3,606 | $277.9K | 0.00% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 3,597 | $277.3K | 0.06% | −6−0.2% | Reduced |
| Inceptionr LLC | 3,568 | $275.0K | 0.07% | −7,968−69.1% | Reduced |
| Moody National Bank Trust Division | 3,566 | $274.9K | 0.03% | +64+1.8% | Added |
| Armistice Capital, LLC | 3,535 | $272.5K | 0.01% | +3,535 | New |
| Cullen/Frost Bankers, Inc. | 3,520 | $271.3K | 0.00% | −68−1.9% | Reduced |
| BSW Wealth Partners | 3,503 | $270.0K | 0.03% | +8+0.2% | Added |
| Fiduciary Group LLC | 3,503 | $270.0K | 0.02% | −235−6.3% | Reduced |
| Menora Mivtachim Holdings Ltd. | 3,500 | $269.8K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 3,500 | $269.8K | 0.04% | +3,500 | New |
| Chiron Capital Management, LLC | 3,500 | $269.8K | 0.28% | +3,500 | New |
| Holderness Investments Co | 3,495 | $269.4K | 0.05% | −57−1.6% | Reduced |
| Journey Strategic Wealth LLC | 3,487 | $268.8K | 0.01% | +440+14.4% | Added |
| Ameritas Investment Partners, Inc. | 3,486 | $268.7K | 0.01% | −91−2.5% | Reduced |
| HORAN Wealth, LLC | 3,096 | $267.1K | 0.03% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 3,460 | $266.7K | 0.01% | +534+18.3% | Added |
| Americana Partners, LLC | 3,423 | $263.8K | 0.01% | +15+0.4% | Added |
| Bell Investment Advisors, Inc | 3,407 | $262.6K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,398 | $261.9K | 0.01% | −1,316−27.9% | Reduced |
| Great Diamond Partners, LLC | 3,394 | $261.6K | 0.05% | −53−1.5% | Reduced |
| Kinneret Advisory, LLC | 3,392 | $261.5K | 0.02% | −150−4.2% | Reduced |
| Change Path, LLC | 3,391 | $261.4K | 0.01% | +460+15.7% | Added |
| Ascent Group, LLC | 3,376 | $260.2K | 0.01% | +466+16.0% | Added |
| Farmers National Bank | 3,375 | $260.1K | 0.06% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,364 | $259.3K | 0.01% | −1,023−23.3% | Reduced |
| Wedbush Securities Inc | 3,354 | $259.0K | 0.01% | −3,194−48.8% | Reduced |
| Strategic Planning, Inc. | 3,352 | $258.4K | 0.13% | +17+0.5% | Added |
| Fruth Investment Management | 3,350 | $258.0K | 0.06% | −53−1.6% | Reduced |
| Northwest Bancshares, Inc. | 3,343 | $257.7K | 0.05% | −87−2.5% | Reduced |
| Howland Capital Management LLC | 3,324 | $256.2K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,300 | $254.4K | 0.06% | −160−4.6% | Reduced |
| Deseret Mutual Benefit Administrators | 3,300 | $254.4K | 0.09% | +1,460+79.3% | Added |
| Aberdeen Wealth Management LLC | 3,299 | $254.3K | 0.12% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,282 | $253.0K | 0.08% | +65+2.0% | Added |
| Aptus Capital Advisors, LLC | 3,274 | $252.4K | 0.00% | −2,282−41.1% | Reduced |
| First Citizens Bank & Trust Co | 3,264 | $251.6K | 0.01% | −19−0.6% | Reduced |