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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
Frazier Financial Advisors, LLC––––Not filed
High Note Wealth, LLC––––Not filed
Sittner & Nelson, LLC––––Not filed
Financial Management Professionals, Inc.––––Not filed
Tompkins Financial Corp––––Not filed
JPL Wealth Management, LLC––––Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.––––Not filed
Cornerstone Financial Management LLC––––Not filed
Chilton Capital Management LLC––––Not filed
Global X Japan Co., Ltd.––––Not filed
Investors Research Corp––––Not filed
Raffa Wealth Management, LLC––––Not filed
Dorato Capital Management––––Not filed
Bare Financial Services, Inc––––Not filed
Armstrong Advisory Group, Inc––––Not filed
CBIZ Investment Advisory Services, LLC––––Not filed
Rosenberg Matthew Hamilton––––Not filed
CGC Financial Services, LLC––––Not filed
Logan Capital Management Inc––––Not filed
Lavaca Capital LLC––––Not filed
YANKCOM Partnership––––Not filed
VSM Wealth Advisory, LLC––––Not filed
Kentucky Trust Co––––Not filed
Joseph Group Capital Management––––Not filed
CKW Financial Group––––Not filed
Spectrum Wealth Advisory Group, LLC––––Not filed
Rakuten Securities, Inc.––––Not filed
Clear Street Markets LLC––––Not filed
Bogart Wealth, LLC––––Not filed
Downshift Financial, LLC––––Not filed
High Point Wealth Management, LLC––––Not filed
Compass Financial Management LLC––––Not filed
Kayne Anderson Rudnick Investment Management LLC––––Not filed
Principia Wealth Advisory, LLC––––Not filed
Acumen Wealth Advisors, LLC––––Not filed
Mosley Wealth Management––––Not filed
First Community Trust NA––––Not filed
Financial Gravity Companies, Inc.––––Not filed
Spurstone Advisory Services, LLC––––Not filed
Provenance Wealth Advisors, LLC––––Not filed
Main Street Group, LTD––––Not filed
Holos Integrated Wealth LLC––––Not filed
Tower View Investment Management & Research LLC––––Not filed
Millstone Evans Group, LLC––––Not filed
Ogorek Anthony Joseph––––Not filed
Tidemark, LLC––––Not filed
Country Trust Bank––––Not filed
Comprehensive Financial Planning, Inc.––––Not filed
Purpose Unlimited Inc.––––Not filed
N.E.W. Advisory Services LLC––––Not filed
Nalls Sherbakoff Group, LLC––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
Walsh & Associates, LLC––––Not filed
Markowski Investments––––Not filed
Y.D. More Investments Ltd––––Not filed
Hoey Investments, Inc––––Not filed
S&T Bank––––Not filed
Marquette Asset Management, LLC––––Not filed
Bay Harbor Wealth Management, LLC––––Not filed
Peoples Financial Services Corp.––––Not filed
West Paces Advisors Inc.––––Not filed
Fortis Group Advisors, LLC––––Not filed
Abound Financial, LLC––––Not filed
AdvisorNet Financial, Inc––––Not filed
Axiom Investment Management LLC––––Not filed
Torren Management, LLC––––Not filed
J.Safra Asset Management Corp––––Not filed
Wilkerson Advisory Group LLC––––Not filed
Westend Capital Management, LLC––––Not filed
Salomon & Ludwin, LLC––––Not filed
Harbor Asset Planning, Inc.––––Not filed
MJT & Associates Financial Advisory Group, Inc.––––Not filed
Duncker Streett & Co Inc––––Not filed
Graney & King, LLC––––Not filed
Whipplewood Advisors, LLC––––Not filed
Front Row Advisors LLC––––Not filed
Ankerstar Wealth, LLC––––Not filed
Aspect Partners, LLC––––Not filed
BankPlus Trust Department––––Not filed
Lodestone Wealth Management LLC––––Not filed
Sachetta, LLC––––Not filed
Navigoe, LLC––––Not filed
Pinney & Scofield, Inc.––––Not filed
PFS Partners, LLC––––Not filed
Pacific Center for Financial Services––––Not filed
Signature Equity Partners, LLC––––Not filed
Battery Global Advisors, LLC––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
Security National Bank––––Not filed
Truvestments Capital LLC––––Not filed
Signature Resources Capital Management, LLC––––Not filed
DiNuzzo Private Wealth, Inc.––––Not filed
Godfrey Financial Associates, Inc.––––Not filed
Hollencrest Capital Management––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
Sfam, LLC––––Not filed
Private Wealth Management Group, LLC––––Not filed
Asset Planning,Inc––––Not filed
Dogwood Wealth Management LLC––––Not filed
Hughes Financial Services, LLC––––Not filed