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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
Community Financial Services Group, LLC––––Not filed
Basepoint Wealth LLC––––Not filed
WPG Advisers, LLC––––Not filed
Bullock Wealth Management Group––––Not filed
Pinnacle Bancorp, Inc.––––Not filed
Owl Creek Wealth Partners LLC––––Not filed
Wall Street Access Asset Management, LLC––––Not filed
Toth Financial Advisory Corp––––Not filed
Cypress Capital Management LLC (WY)––––Not filed
Hilltop National Bank––––Not filed
Quaker Wealth Management, LLC––––Not filed
First National Bank––––Not filed
Gables Capital Management Inc.––––Not filed
CoreFirst Bank & Trust––––Not filed
Zions Bancorporation, National Association––––Not filed
United Community Bank––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
MCF Advisors LLC––––Not filed
University of Texas/Texas Am Investment Managment Co––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
MTM Investment Management, LLC––––Not filed
Regatta Research & Money Management––––Not filed
Addison Advisors LLC––––Not filed
Capital Advisors, Ltd. LLC––––Not filed
Financial Network Wealth Advisors LLC––––Not filed
ZRC Wealth Management, LLC––––Not filed
Independence Bank of Kentucky––––Not filed
Boreal Capital Management LLC––––Not filed
Chesapeake Asset Management LLC––––Not filed
Mowery & Schoenfeld Wealth Management, LLC––––Not filed
MidFirst Bank––––Not filed
Cherry Tree Wealth Management, LLC––––Not filed
TFC Financial Management––––Not filed
Loomis Sayles & Co L P––––Not filed
Vision Retirement, LLC––––Not filed
Orion Capital Management LLC––––Not filed
Flagship Wealth Advisors, LLC––––Not filed
Monetary Management Group Inc––––Not filed
Motco––––Not filed
Paladin Advisory Group, LLC––––Not filed
Jackson, Grant Investment Advisers, Inc.––––Not filed
JFS Wealth Advisors, LLC––––Not filed
American Capital Advisory, LLC––––Not filed
Westside Investment Management, Inc.––––Not filed
Valley National Advisers Inc––––Not filed
Oakworth Capital, Inc.––––Not filed
Prestige Wealth Management Group LLC––––Not filed
Investment Research & Advisory Group, Inc.––––Not filed
JNBA Financial Advisors––––Not filed
Old Second National Bank of Aurora––––Not filed
Hoertkorn Richard Charles––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
First United Bank Trust––––Not filed
E Fund Management (Hong Kong) Co., Ltd.––––Not filed
Activest Wealth Management––––Not filed
GW&K Investment Management, LLC––––Not filed
Measured Wealth Private Client Group, LLC––––Not filed
Abound Wealth Management––––Not filed
Mascoma Wealth Management LLC––––Not filed
Burnham & Co LLC––––Not filed
UMA Financial Services, Inc.––––Not filed
Stance Capital LLC––––Not filed
Consultiva Wealth Management, Corp.––––Not filed
Highline Wealth Partners LLC––––Not filed
Central Pacific Bank - Trust Division––––Not filed
Bradley & Co. Private Wealth Management, LLC––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Meramec Financial Planners, LLC––––Not filed
Nemes Rush Group LLC––––Not filed
NBC Securities, Inc.––––Not filed
Birchbrook, Inc.––––Not filed
Bravera Wealth––––Not filed
Crews Bank & Trust––––Not filed
Newbridge Financial Services Group, Inc.––––Not filed
TD Capital Management LLC––––Not filed
Barrett & Company, Inc.––––Not filed
Olistico Wealth, LLC––––Not filed
Horizon Financial Services, LLC––––Not filed
Hara Capital LLC––––Not filed
West Branch Capital LLC––––Not filed
Entrust Financial LLC––––Not filed
Action Point Financial Planning, LLC––––Not filed
Financial Perspectives, Inc––––Not filed
Glen Eagle Advisors, LLC––––Not filed
Cedar Mountain Advisors, LLC––––Not filed
LifeSteps Financial, Inc.––––Not filed
Tanglewood Legacy Advisors, LLC––––Not filed
Cranbrook Wealth Management, LLC––––Not filed
Kemnay Advisory Services Inc.––––Not filed
Rachor Investment Advisory Services, LLC––––Not filed
Archer Investment Corp––––Not filed
Avion Wealth––––Not filed
Johnson Financial Group, Inc.––––Not filed
Edmond de Rothschild Holding S.A.––––Not filed
Concord Wealth Partners––––Not filed
Cornerstone Planning Group LLC––––Not filed
Tounjian Advisory Partners, LLC––––Not filed
Kilter Group LLC––––Not filed
Vermillion Wealth Management, Inc.––––Not filed
CNB Bank––––Not filed