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 |
|---|---|---|---|---|---|
| Resonant Capital Advisors, LLC | 3,262 | $251.4K | 0.01% | −10−0.3% | Reduced |
| Orographic Financial Advisors, LLC | 3,259 | $251.0K | 0.18% | +3,259 | New |
| NorthCrest Asset Manangement, LLC | 3,222 | $250.9K | 0.01% | −4,588−58.7% | Reduced |
| Ellevest, Inc. | 3,252 | $250.7K | 0.03% | −123−3.6% | Reduced |
| Flagship Harbor Advisors, LLC | 3,249 | $250.4K | 0.01% | +216+7.1% | Added |
| Coldstream Capital Management Inc | 3,240 | $249.8K | 0.00% | +517+19.0% | Added |
| Invesco, LLC | 3,222 | $248.4K | 0.09% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,218 | $248.0K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,217 | $248.0K | 0.01% | +3,217 | New |
| PFG Investments, LLC | 3,215 | $247.8K | 0.01% | +84+2.7% | Added |
| Mystic Asset Management, Inc. | 3,201 | $246.7K | 0.06% | −348−9.8% | Reduced |
| Philadelphia Investment Partners, LLC | 3,190 | $245.9K | 0.17% | +3,190 | New |
| Interchange Capital Partners, LLC | 2,405 | $244.7K | 0.08% | +2,405 | New |
| DF Dent & Co Inc | 3,165 | $244.0K | 0.00% | +3,165 | New |
| Ferguson Wellman Capital Management, Inc | 3,164 | $243.9K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 3,134 | $241.6K | 0.01% | −959−23.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,129 | $241.2K | 0.02% | −1,015−24.5% | Reduced |
| AE Wealth Management LLC | 3,115 | $240.1K | 0.00% | +320+11.4% | Added |
| Marex Group plc | 3,114 | $240.0K | 0.00% | +3,114 | New |
| VestGen Advisors, LLC | 3,205 | $237.5K | 0.01% | −255−7.4% | Reduced |
| First National Bank of Omaha | 3,102 | $236.8K | 0.01% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,071 | $236.7K | 0.03% | +80+2.7% | Added |
| TCTC Holdings, LLC | 3,062 | $236.0K | 0.01% | −187−5.8% | Reduced |
| Arlington Partners LLC | 3,052 | $235.2K | 0.47% | +3,052 | New |
| Quadcap Wealth Management, LLC | 3,030 | $233.6K | 0.03% | +618+25.6% | Added |
| General Partner, Inc. | 3,029 | $233.5K | 0.14% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,025 | $233.2K | 0.01% | +4+0.1% | Added |
| Aprio Wealth Management, LLC | 3,016 | $232.5K | 0.01% | +3,016 | New |
| Kingswood Wealth Advisors, LLC | 3,008 | $231.9K | 0.01% | +276+10.1% | Added |
| Systematic Financial Management LP | 3,000 | $231.2K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,000 | $231.2K | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 3,000 | $231.2K | 0.04% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,999 | $231.2K | 0.09% | +50+1.7% | Added |
| Hazlett, Burt & Watson, Inc. | 3,000 | $231.0K | 0.07% | −12−0.4% | Reduced |
| Becker Capital Management Inc | 2,991 | $230.6K | 0.01% | −11−0.4% | Reduced |
| Boston Family Office LLC | 2,967 | $229.0K | 0.02% | +25+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,864 | $229.0K | 0.00% | −350−10.9% | Reduced |
| Advisor OS, LLC | 2,958 | $228.0K | 0.02% | −7−0.2% | Reduced |
| St Germain D J Co Inc | 2,921 | $225.2K | 0.01% | −123−4.0% | Reduced |
| Signature Wealth Management Partners, LLC | 2,910 | $224.3K | 0.11% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 2,900 | $223.5K | 0.00% | −800−21.6% | Reduced |
| Bokf, NA | 2,892 | $222.9K | 0.00% | −455−13.6% | Reduced |
| JM2 Capital Inc. | 2,888 | $222.6K | 0.18% | −14−0.5% | Reduced |
| Reuter James Wealth Management, LLC | 2,879 | $221.9K | 0.03% | +74+2.6% | Added |
| Roehl & Yi Investment Advisors, LLC | 2,859 | $220.4K | 0.08% | +2,859 | New |
| Patton Fund Management, Inc. | 2,850 | $219.7K | 0.04% | +280+10.9% | Added |
| J. Team Financial, Inc. | 2,840 | $218.9K | 0.25% | −321−10.2% | Reduced |
| S.A. Mason LLC | 2,820 | $217.4K | 0.08% | +10.0% | Added |
| Integrity Alliance, LLC. | 2,814 | $216.9K | 0.01% | −174−5.8% | Reduced |
| Forbes J M & Co LLP | 2,806 | $216.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,800 | $215.8K | 0.01% | −2,319−45.3% | Reduced |
| Legacy Trust | 2,798 | $215.7K | 0.04% | +83+3.1% | Added |
| AlphaCore Capital LLC | 2,792 | $215.2K | 0.01% | −2,479−47.0% | Reduced |
| Scientech Research LLC | 2,787 | $214.8K | 0.18% | −286−9.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,783 | $214.5K | 0.00% | +6+0.2% | Added |
| Caldwell Trust Co | 2,774 | $213.8K | 0.02% | −59−2.1% | Reduced |
| Aull & Monroe Investment Management Corp | 2,770 | $213.5K | 0.10% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,767 | $213.3K | 0.00% | +1,701+159.6% | Added |
| Heritage Wealth Management, Inc. | 2,767 | $213.3K | 0.11% | −50−1.8% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $213.1K | 0.15% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 2,765 | $213.1K | 0.01% | +2,765 | New |
| Great Valley Advisor Group, Inc. | 2,758 | $213.0K | 0.00% | +237+9.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,759 | $212.7K | 0.01% | +447+19.3% | Added |
| EntryPoint Capital, LLC | 2,742 | $211.4K | 0.06% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,717 | $209.4K | 0.03% | +2,717 | New |
| Vann Equity Management LLC | 2,710 | $208.9K | 0.15% | +2,710 | New |
| Kraematon Investment Advisors, Inc | 2,698 | $207.9K | 0.17% | −666−19.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,692 | $207.5K | 0.01% | −3−0.1% | Reduced |
| Colonial Trust Co | 2,688 | $207.2K | 0.03% | +72+2.8% | Added |
| Oslo Pensjonsforsikring AS | 2,686 | $207.0K | 0.03% | +2,686 | New |
| Eagle Wealth Advisors LLC | 2,685 | $207.0K | 0.19% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,684 | $206.9K | 0.00% | −361−11.9% | Reduced |
| LCM Capital Management Inc | 2,670 | $205.8K | 0.10% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,666 | $205.5K | 0.08% | +2,666 | New |
| Buckingham Strategic Partners | 2,664 | $205.4K | 0.00% | −4,552−63.1% | Reduced |
| Ancora Advisors, LLC | 2,663 | $205.3K | 0.00% | −360−11.9% | Reduced |
| Corient IA LLC | 2,660 | $205.0K | 0.19% | −340−11.3% | Reduced |
| Charter Oak Capital Management, LLC | 2,654 | $204.6K | 0.02% | −30−1.1% | Reduced |
| NTV Asset Management LLC | 2,650 | $204.3K | 0.02% | −262−9.0% | Reduced |
| Mengis Capital Management, Inc. | 2,650 | $204.3K | 0.04% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,649 | $204.2K | 0.06% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,640 | $203.5K | 0.03% | 00.0% | Unchanged |
| Riverwater Partners LLC | 2,639 | $203.4K | 0.07% | −53−2.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,639 | $203.4K | 0.06% | −1,661−38.6% | Reduced |
| Panagora Asset Management Inc | 2,627 | $202.5K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 2,623 | $202.2K | 0.11% | −14,841−85.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,618 | $201.9K | 0.01% | −2,288−46.6% | Reduced |
| Innovative Asset Advisors Group, LLC | 2,617 | $201.7K | 0.12% | +2,617 | New |
| Kuhn & Co Investment Counsel | 2,609 | $201.1K | 0.13% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,555 | $197.0K | 0.00% | −726−22.1% | Reduced |
| New England Capital Financial Advisors LLC | 2,533 | $195.2K | 0.05% | −104−3.9% | Reduced |
| Vanguard National Trust Co | 2,516 | $193.9K | 0.01% | +2,516 | New |
| City Holding Co | 2,438 | $187.9K | 0.02% | −473−16.2% | Reduced |
| Washington Trust Advisors, Inc. | 2,377 | $183.2K | 0.01% | +77+3.3% | Added |
| Manning & Napier Advisors LLC | 2,370 | $182.7K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,346 | $180.8K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,276 | $175.4K | 0.00% | −454−16.6% | Reduced |
| Silicon Valley Capital Partners | 2,272 | $175.1K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,268 | $174.8K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,230 | $171.9K | 0.00% | −53,265−96.0% | Reduced |