Skip to main content

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
Trust Co of Toledo NA––––Not filed
Vise Technologies, Inc.––––Not filed
Monarch Capital Management Inc––––Not filed
ProVise Management Group, LLC––––Not filed
Quadrant Capital Group LLC––––Not filed
Woodstock Corp––––Not filed
Burney Co––––Not filed
Anchyra Partners LLC––––Not filed
Stoneridge Investment Partners LLC––––Not filed
BKD Wealth Advisors, LLC––––Not filed
Laird Norton Trust Company, LLC––––Not filed
State of Wyoming––––Not filed
Parallel Advisors, LLC––––Not filed
Curated Wealth Partners LLC––––Not filed
ICW Investment Advisors LLC––––Not filed
Meiji Yasuda Asset Management Co Ltd.––––Not filed
Vestcor Inc––––Not filed
Pring Turner Capital Group Inc––––Not filed
Quotient Wealth Partners, LLC––––Not filed
MSH Capital Advisors LLC––––Not filed
Dumont & Blake Investment Advisors LLC––––Not filed
Compass Wealth Management LLC––––Not filed
Centiva Capital, LP––––Not filed
Everence Capital Management Inc––––Not filed
Sit Investment Associates Inc––––Not filed
Krilogy Financial LLC––––Not filed
TCG Advisory Services, LLC––––Not filed
Birch Hill Investment Advisors LLC––––Not filed
AlphaGrep UK Ltd––––Not filed
Soltis Investment Advisors LLC––––Not filed
Polymer Capital Management (US) LLC––––Not filed
Landscape Capital Management, L.L.C.––––Not filed
Caisse de Depot Et Placement du Quebec––––Not filed
Lee Danner & Bass Inc––––Not filed
Azzad Asset Management Inc––––Not filed
Marble Harbor Investment Counsel, LLC––––Not filed
Ar Asset Management Inc––––Not filed
Optas, LLC––––Not filed
Resources Investment Advisors, LLC.––––Not filed
BTC Capital Management, Inc.––––Not filed
NorthCrest Asset Manangement, LLC––––Not filed
Buckingham Strategic Partners––––Not filed
Banque Transatlantique SA––––Not filed
Sterneck Capital Management, LLC––––Not filed
Eastern Bank––––Not filed
BTG Pactual Asset Management US LLC––––Not filed
Schonfeld Strategic Advisors LLC––––Not filed
Fire Capital Management LLC––––Not filed
Marex Group plc––––Not filed
Kestra Private Wealth Services, LLC––––Not filed
Viewpoint Investment Partners Corp––––Not filed
CAPROCK Group, Inc.––––Not filed
Romano Brothers and Company––––Not filed
Johnson Investment Counsel Inc––––Not filed
Folger Nolan Fleming Douglas Capital Management, Inc––––Not filed
Advisory Services Network, LLC––––Not filed
Waterford Advisors, LLC––––Not filed
Amussen Hunsaker Associates LLC––––Not filed
Parsons Capital Management Inc––––Not filed
AlphaCore Capital LLC––––Not filed
Wellspring Financial Advisors, LLC––––Not filed
Sava Infond d.o.o.––––Not filed
TCW Group Inc––––Not filed
Williams Jones Wealth Management, LLC.––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
Auto-Owners Insurance Co––––Not filed
Meadowbrook Advisors Group, LLC––––Not filed
Bull Harbor Capital LLC––––Not filed
Ausdal Financial Partners, Inc.––––Not filed
West Family Investments, Inc.––––Not filed
Legacy Capital Wealth Partners, LLC––––Not filed
Westhampton Capital, LLC––––Not filed
Medallion Wealth Advisors, LLC––––Not filed
Ritholtz Wealth Management––––Not filed
Financial Solutions Advisory Group, Inc.––––Not filed
Eventide Asset Management, LLC––––Not filed
WD Rutherford LLC––––Not filed
S-Bank Fund Management Ltd––––Not filed
Mission Wealth Management, LP––––Not filed
Means Investment Co., Inc.––––Not filed
Allred Capital Management, LLC––––Not filed
Curbstone Financial Management Corp––––Not filed
FIL Ltd––––Not filed
Umb Bank N A––––Not filed
Meridian Management Co––––Not filed
Central Trust Co––––Not filed
Penobscot Investment Management Company, Inc.––––Not filed
Glenview Trust Co––––Not filed
American National Bank––––Not filed
Dearborn Partners LLC––––Not filed
ELCO Management Co., LLC––––Not filed
Prelude Capital Management, LLC––––Not filed
Tema ETFs LLC––––Not filed
Mutual Advisors, LLC––––Not filed
Farther Finance Advisors, LLC––––Not filed
Two Sigma Securities, LLC––––Not filed
OpenArc Corporate Advisory, LLC––––Not filed
TD Private Client Wealth LLC––––Not filed
Citizens Financial Group Inc––––Not filed
Intellectus Partners, LLC––––Not filed