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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, Q3 2026

Institutional positions in Otis Worldwide Corp as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
6
+2 vs. Q2 2026
Shares held
8.98K
−2.79K (−23.7%) vs. Q2 2026
Total value
$578.0K
−$265.4K (−31.5%) vs. Q2 2026
New holders
2
1 more added
Sold out
0
3 more reduced

1,228 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value held
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q2 2026.

Institutions holding OTIS in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Centaurus Financial, Inc.––––Not filed
True Wealth Design, LLC––––Not filed
Continuum Advisory, LLC––––Not filed
Institute for Wealth Management, LLC.––––Not filed
Broadwater Capital Management LLC––––Not filed
GHP Investment Advisors, Inc.––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
Acropolis Investment Management, LLC––––Not filed
North Star Investment Management Corp.––––Not filed
Colonial Trust Advisors––––Not filed
Ares Financial Consulting, LLC––––Not filed
Northstar Asset Management LLC––––Not filed
Crewe Advisors LLC––––Not filed
TOP Private Wealth LLC.––––Not filed
Acadian Asset Management LLC––––Not filed
Citizens National Bank Trust Department––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
Bangor Savings Bank––––Not filed
Smithfield Trust Co––––Not filed
Ameritas Advisory Services, LLC––––Not filed
Geneos Wealth Management Inc.––––Not filed
Adirondack Trust Co––––Not filed
Strategic Investment Advisors––––Not filed
Harbor Investment Advisory, LLC––––Not filed
Massmutual Trust Co FSB––––Not filed
Foster Dykema Cabot & Partners, LLC––––Not filed
Farmers & Merchants Trust Co of Chambersburg PA––––Not filed
South State Corp.––––Not filed
Parkside Financial Bank & Trust––––Not filed
Westpac Banking Corp––––Not filed
Manchester Capital Management LLC––––Not filed
IFG Advisory, LLC––––Not filed
Stephenson National Bank & Trust––––Not filed
Tiaa Trust, National Association––––Not filed
Anchor Investment Management, LLC––––Not filed
Caldwell Sutter Capital, Inc.––––Not filed
First Command Advisory Services, Inc.––––Not filed
Financial Consulate, Inc––––Not filed
Parvin Asset Management, LLC––––Not filed
First Financial Corp––––Not filed
Webster Bank, N. A.––––Not filed
Vanguard National Trust Co––––Not filed
Covestor Ltd––––Not filed
Ulland Investment Advisors, LLC––––Not filed
Onefund, LLC––––Not filed
Ninety One North America, Inc.––––Not filed
Cromwell Holdings LLC––––Not filed
Gen-Wealth Partners Inc––––Not filed
CVA Family Office, LLC––––Not filed
1015 Capital Partners, LLC––––Not filed
Capital Analysts, LLC––––Not filed
Atlantic Edge Private Wealth Management, LLC––––Not filed
Asset Dedication, LLC––––Not filed
Evermay Wealth Management LLC––––Not filed
Grove Bank & Trust––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Estabrook Capital Management––––Not filed
Spire Wealth Management––––Not filed
Cary Street Partner Investment Advisory LLC––––Not filed
Hanson & Doremus Investment Management––––Not filed
Brown, Lisle/Cummings, Inc.––––Not filed
Quent Capital, LLC––––Not filed
JTC Employer Solutions Trusteee Ltd––––Not filed
Piscataqua Savings Bank––––Not filed
Atlantic Trust, LLC––––Not filed
MV Capital Management, Inc.––––Not filed
SHP Wealth Management––––Not filed
Pacifica Partners Inc.––––Not filed
Center for Financial Planning, Inc.––––Not filed
Rossby Financial, LCC––––Not filed
First Horizon Corp––––Not filed
Sawyer & Company, Inc––––Not filed
ESL Trust Services, LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed
Costello Asset Management, INC––––Not filed
Mark Sheptoff Financial Planning, LLC––––Not filed
Financial Life Planners––––Not filed
Oakmont Corp––––Not filed
Beacon Investment Advisory Services, Inc.––––Not filed
Board of the Pension Protection Fund––––Not filed
CoreCap Advisors, LLC––––Not filed
Aventura Private Wealth, LLC––––Not filed
Indiana Trust & Investment Management CO––––Not filed
Acima Private Wealth, LLC––––Not filed
Leonteq Securities AG––––Not filed
Golden State Wealth Management, LLC––––Not filed
Fortitude Family Office, LLC––––Not filed
Community Bank, N.A.––––Not filed
Curat Global, LLC––––Not filed
City State Bank––––Not filed
DHJJ Financial Advisors, Ltd.––––Not filed
Synergy Investment Management, LLC––––Not filed
SBI Securities Co., Ltd.––––Not filed
Ramirez Asset Management, Inc.––––Not filed
Creative Financial Designs Inc––––Not filed
Bank of New Hampshire––––Not filed
Key Financial Inc––––Not filed
Southern Michigan Bank & Trust––––Not filed
Meeder Asset Management Inc––––Not filed
Wealth Enhancement Trust Services, Inc.––––Not filed