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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
Charter Trust Co––––Not filed
Profund Advisors LLC––––Not filed
Fortress Private Ledger, LLC––––Not filed
GeoWealth Management, LLC––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Mirabella Financial Services LLP––––Not filed
Sovereign Financial Group, Inc.––––Not filed
Busey Wealth Management––––Not filed
Syon Capital LLC––––Not filed
Cigna Investments Inc––––Not filed
Loring Wolcott & Coolidge Fiduciary Advisors LLP––––Not filed
Checchi Capital Advisers, LLC––––Not filed
Moody National Bank Trust Division––––Not filed
Trust Co of Virginia––––Not filed
Evelyn Partners Group Ltd––––Not filed
Arlington Partners LLC––––Not filed
StoneX Group Inc.––––Not filed
Howland Capital Management LLC––––Not filed
Menora Mivtachim Holdings Ltd.––––Not filed
Resonant Capital Advisors, LLC––––Not filed
Insigneo Advisory Services, LLC––––Not filed
Reuter James Wealth Management, LLC––––Not filed
Ellevest, Inc.––––Not filed
Holderness Investments Co––––Not filed
Great Diamond Partners, LLC––––Not filed
Kinneret Advisory, LLC––––Not filed
Farmers National Bank––––Not filed
Orographic Financial Advisors, LLC––––Not filed
TCTC Holdings, LLC––––Not filed
Pinnacle Wealth Management Advisory Group, LLC––––Not filed
Northwest Bancshares, Inc.––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Kera Capital Partners, Inc.––––Not filed
Quadcap Wealth Management, LLC––––Not filed
Fiduciary Group LLC––––Not filed
Bell Investment Advisors, Inc––––Not filed
Boyd Watterson Asset Management LLC––––Not filed
Philadelphia Investment Partners, LLC––––Not filed
Aptus Capital Advisors, LLC––––Not filed
Invesco, LLC––––Not filed
Tannin Capital LLC––––Not filed
Mystic Asset Management, Inc.––––Not filed
Fruth Investment Management––––Not filed
Atomi Financial Group, Inc.––––Not filed
Robinson Smith Wealth Advisors LLC––––Not filed
DF Dent & Co Inc––––Not filed
Deseret Mutual Benefit Administrators––––Not filed
Proficio Capital Partners LLC––––Not filed
Claret Asset Management Corp––––Not filed
Independent Financial Group, LLC––––Not filed
Flagship Harbor Advisors, LLC––––Not filed
Meridian Wealth Management, LLC––––Not filed
General Partner, Inc.––––Not filed
Level Four Advisory Services, LLC––––Not filed
Mitchell McLeod Pugh & Williams Inc––––Not filed
Sentinus, LLC––––Not filed
Sound View Wealth Advisors Group, LLC––––Not filed
Systematic Financial Management LP––––Not filed
Becker Capital Management Inc––––Not filed
Hazlett, Burt & Watson, Inc.––––Not filed
Boston Family Office LLC––––Not filed
Signature Wealth Management Partners, LLC––––Not filed
NewEdge Wealth, LLC––––Not filed
Arrowpoint Investment Partners (Singapore) Pte. Ltd.––––Not filed
Inscription Capital, LLC––––Not filed
Beese Fulmer Investment Management, Inc.––––Not filed
Copeland Capital Management, LLC––––Not filed
Harbour Investments, Inc.––––Not filed
Roehl & Yi Investment Advisors, LLC––––Not filed
Tiemann Investment Advisors, LLC––––Not filed
Knightsbridge Asset Management, LLC––––Not filed
LGT Group Foundation––––Not filed
Forbes J M & Co LLP––––Not filed
Cyndeo Wealth Partners, LLC––––Not filed
First National Bank of Omaha––––Not filed
Ferguson Wellman Capital Management, Inc––––Not filed
Colonial Trust Co––––Not filed
PFA Pension, Forsikringsaktieselskab––––Not filed
St Germain D J Co Inc––––Not filed
S.A. Mason LLC––––Not filed
Corient IA LLC––––Not filed
Bokf, NA––––Not filed
Caldwell Trust Co––––Not filed
Washington Trust Advisors, Inc.––––Not filed
New England Capital Financial Advisors LLC––––Not filed
Manning & Napier Advisors LLC––––Not filed
McDonald Partners LLC––––Not filed
Penserra Capital Management LLC––––Not filed
Silicon Valley Capital Partners––––Not filed
Compagnie Lombard Odier SCmA––––Not filed
Innovative Asset Advisors Group, LLC––––Not filed
Mather Group, LLC.––––Not filed
Smartleaf Asset Management LLC––––Not filed
Essential Partners LLC––––Not filed
City Holding Co––––Not filed
Napier Financial, LLC––––Not filed
Aberdeen Wealth Management LLC––––Not filed
Cape Investment Advisory, Inc.––––Not filed
International Assets Investment Management, LLC––––Not filed
Ancora Advisors, LLC––––Not filed