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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
Stone House Investment Management, LLC––––Not filed
Valued Wealth Advisors LLC––––Not filed
Ameriflex Group, Inc.––––Not filed
Burk Holdings LLC––––Not filed
Creative Capital Management Investments LLC––––Not filed
Davis Capital Management––––Not filed
Sunrise Financial Services, LLC––––Not filed
Atlas Capital Advisors LLC––––Not filed
Heritage Wealth Advisors––––Not filed
Buck Wealth Strategies, LLC––––Not filed
Allied Private Wealth LLC––––Not filed
Game Plan Financial Advisors, LLC––––Not filed
Fairscale Capital, LLC––––Not filed
HFM Investment Advisors, LLC––––Not filed
Nvest Wealth Strategies, Inc.––––Not filed
NVWM, LLC––––Not filed
Retirement Wealth Solutions LLC––––Not filed
Dunhill Financial, LLC––––Not filed
Oakmont Advisory Group, LLC––––Not filed
Core Alternative Capital––––Not filed
Luminist Capital LLC––––Not filed
Trifecta Capital Advisors, LLC––––Not filed
Core Capital Management & Research, inc.––––Not filed
Beaird Harris Wealth Management, LLC––––Not filed
Seneschal Advisors, LLC––––Not filed
Fairman Group, LLC––––Not filed
Hilton Head Capital Partners, LLC––––Not filed
DecisionPoint Financial, LLC––––Not filed
DT Investment Partners, LLC––––Not filed
POM Investment Strategies, LLC––––Not filed
Highland Investment Advisors LLC––––Not filed
Maryland Capital Advisors Inc.––––Not filed
Evolution Advisers, Inc.––––Not filed
BDF-Gestion––––Not filed