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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
Siemens Fonds Invest GmbH––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
Waddell & Associates, LLC––––Not filed
Hartford Financial Management Inc.––––Not filed
Bull Street Advisors, LLC––––Not filed
Crestwood Advisors Group LLC––––Not filed
Americana Partners, LLC––––Not filed
Sand Hill Global Advisors, LLC––––Not filed
Spirepoint Private Client, LLC––––Not filed
Milestone Asset Management Group, LLC––––Not filed
GAMMA Investing LLC––––Not filed
Stratos Wealth Partners, LTD.––––Not filed
TIAA Wealth Investment Management LLC––––Not filed
Simmons Bank––––Not filed
Ossiam––––Not filed
Tiaa-Cref Individual & Institutional Services, LLC––––Not filed
Kathmere Capital Management, LLC––––Not filed
Dodge & Cox––––Not filed
Cary Street Partners Financial LLC––––Not filed
Rehmann Capital Advisory Group––––Not filed
Baker Avenue Asset Management, LP––––Not filed
Signaturefd, LLC––––Not filed
Grimes & Company, Inc.––––Not filed
Parcion Private Wealth LLC––––Not filed
Tocqueville Asset Management L.P.––––Not filed
Choate Investment Advisors––––Not filed
Everett Harris & Co––––Not filed
Investment Advisory Services Inc––––Not filed
Ascent Group, LLC––––Not filed
Capital Investment Counsel, Inc––––Not filed
Triangle Securities Wealth Management––––Not filed
Ingalls & Snyder LLC––––Not filed
Voya Financial Advisors, Inc.––––Not filed
Montag A & Associates Inc––––Not filed
Mesirow Financial Investment Management, Inc.––––Not filed
Wedmont Private Capital––––Not filed
RiverFront Investment Group, LLC––––Not filed
V-Square Quantitative Management LLC––––Not filed
Fortune Financial Advisors, LLC––––Not filed
Core Wealth Partners LLC––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Mount Yale Investment Advisors, LLC––––Not filed
Quarry LP––––Not filed
Park Avenue Securities LLC––––Not filed
Beck Mack & Oliver LLC––––Not filed
Guggenheim Capital LLC––––Not filed
Independent Advisor Alliance––––Not filed
Field & Main Bank––––Not filed
Evolve Private Wealth, LLC––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
Employees Retirement System of Texas––––Not filed
Callan Family Office, LLC––––Not filed
Private Trust Co NA––––Not filed
Cypress Wealth Services, LLC––––Not filed
Washington Trust Co––––Not filed
VestGen Advisors, LLC––––Not filed
Burling Wealth Partners, LLC––––Not filed
Lester Murray Antman dba SimplyRich––––Not filed
MQS Management LLC––––Not filed
Brookstone Capital Management––––Not filed
Excalibur Management Corp––––Not filed
Garrison Point Advisors, LLC––––Not filed
Apella Capital, LLC––––Not filed
Evergreen Wealth Solutions, LLC––––Not filed
Valeo Financial Advisors, LLC––––Not filed
Private Wealth Asset Management, LLC––––Not filed
Agf Management Ltd––––Not filed
Phoenix Holdings Ltd.––––Not filed
Moors & Cabot, Inc.––––Not filed
Drexel Morgan & Co.––––Not filed
Texas Bank & Trust Co––––Not filed
Kingsview Wealth Management, LLC––––Not filed
Meeder Advisory Services, Inc.––––Not filed
Warner Group LLC––––Not filed
Moneta Group Investment Advisors LLC––––Not filed
Shakespeare Wealth Management, Inc.––––Not filed
Fidelis Capital Partners, LLC––––Not filed
Prime Capital Investment Advisors, LLC––––Not filed
Oslo Pensjonsforsikring AS––––Not filed
Pointe Capital Management LLC––––Not filed
Aegis Wealth Management LLC––––Not filed
Wealthspire Advisors, LLC––––Not filed
Wendell David Associates Inc––––Not filed
Cambient Family Office, LLC––––Not filed
Knollwood Investment Advisory, LLC––––Not filed
Gabelli Funds LLC––––Not filed
Van Hulzen Asset Management, LLC––––Not filed
Rexford Capital Inc––––Not filed
Patten & Patten Inc––––Not filed
Hancock Whitney Corp––––Not filed
Rialto Wealth Management, LLC––––Not filed
Shelton Capital Management––––Not filed
1st Source Bank––––Not filed
First Western Trust Bank––––Not filed
Atwood & Palmer Inc––––Not filed
HBK Sorce Advisory LLC––––Not filed
Philadelphia Trust Co––––Not filed
Riversedge Advisors, LLC––––Not filed
Hunter Perkins Capital Management, LLC––––Not filed
PFG Investments, LLC––––Not filed