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Livermore
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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.

Q2 2026 vs. Q1 2026

How the institutions holding Otis Worldwide Corp changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of OTIS: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders1,245221,232+9
Shares344.5M181.2K356.7M+12.3M (+3.6%)
Value$26.6B$14.0M$25.6B−$1.03B (−3.9%)

22 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (133)

Institutions that held Otis Worldwide Corp at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 133 by value.

Institutions new to OTIS in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank8,602,119$615.9M0.06%
Ci Investments Inc.844,938$60.5M0.19%
Tudor Investment Corp Et Al540,436$38.7M0.16%
River Road Asset Management, LLC255,913$18.3M0.20%
Summitry LLC138,630$9.93M0.33%
Veritas Asset Management LLP105,652$7.56M0.14%
Edgestream Partners, L.P.97,850$7.01M0.21%
Levin Capital Strategies, L.P.94,550$6.77M0.45%
Nykredit A/S80,937$5.80M0.02%
Eliot Finkel Investment Counsel, LLC77,285$5.53M2.59%
Alberta Investment Management Corp64,200$4.60M0.03%
Rock Point Advisors, LLC60,101$4.30M1.05%
Bell Asset Management Ltd57,439$4.11M1.10%
Jupiter Topco LLC55,484$3.97M0.00%
Andra AP-fonden51,600$3.69M0.04%
Regency Capital Management Inc.50,700$3.63M1.44%
CenterBook Partners LP46,098$3.30M0.16%
Mizuho Markets Americas LLC45,139$3.23M0.06%
iA Global Asset Management Inc.44,545$3.19M0.04%
Canandaigua National Bank & Trust Co36,663$2.63M0.22%
Liberty Capital Management, Inc.36,007$2.58M0.44%
Sivia Capital Partners, LLC28,976$2.07M0.25%
Marks Group Wealth Management, Inc19,089$1.37M0.12%
Quadrature Capital Ltd16,991$1.22M0.01%
Twin City Private Wealth, LLC16,670$1.19M0.84%
Diversify Advisory Services, LLC16,244$1.19M0.02%
Mediolanum International Funds Ltd16,184$1.18M0.01%
Weiss Asset Management LP14,686$1.05M0.01%
Fideuram Asset Management (Ireland) dac14,132$1.02M0.02%
Chicago Partners Investment Group LLC13,810$977.3K0.02%
Quantitative Investment Management, LLC12,662$906.0K0.10%
Global Retirement Partners, LLC12,232$875.8K0.01%
Trust Co of Vermont12,124$868.1K0.03%
Pallas Capital Advisors LLC11,809$845.5K0.03%
denkapparat Operations GmbH11,576$828.8K0.27%
Magnetar Financial LLC11,016$788.7K0.01%
Axxcess Wealth Management, LLC9,987$715.1K0.01%
Revisor Wealth Management LLC9,952$712.6K0.17%
Elyxium Wealth, LLC9,790$701.0K0.07%
ProVise Management Group, LLC8,365$598.9K0.04%
Stoneridge Investment Partners LLC8,092$582.0K0.38%
MSH Capital Advisors LLC7,755$555.3K0.10%
Compass Wealth Management LLC7,741$554.3K0.10%
Centiva Capital, LP7,702$551.5K0.02%
Krilogy Financial LLC7,664$548.7K0.02%
Caisse de Depot Et Placement du Quebec7,367$527.5K0.00%
Meadowbrook Advisors Group, LLC6,325$452.9K0.24%
Bull Harbor Capital LLC6,313$452.0K0.09%
West Family Investments, Inc.6,264$448.5K0.13%
Legacy Capital Wealth Partners, LLC6,247$447.3K0.09%
Financial Solutions Advisory Group, Inc.6,163$443.7K0.06%
S-Bank Fund Management Ltd6,134$439.2K0.06%
Mission Wealth Management, LP6,075$435.0K0.01%
Prelude Capital Management, LLC5,818$416.6K0.03%
Citizens Financial Group Inc5,651$404.6K0.00%
Waddell & Associates, LLC5,481$392.4K0.02%
Sand Hill Global Advisors, LLC5,410$387.4K0.01%
Baker Avenue Asset Management, LP4,997$357.8K0.01%
Parcion Private Wealth LLC4,938$353.6K0.02%
Capital Investment Counsel, Inc4,801$343.8K0.04%
Voya Financial Advisors, Inc.4,685$341.6K0.03%
RiverFront Investment Group, LLC4,736$339.1K0.00%
Evolve Private Wealth, LLC4,510$322.9K0.02%
Cypress Wealth Services, LLC4,440$317.9K0.04%
Lester Murray Antman dba SimplyRich4,426$316.0K0.07%
Brookstone Capital Management4,399$315.0K0.00%
Evergreen Wealth Solutions, LLC4,286$313.0K0.02%
Warner Group LLC4,192$300.1K0.07%
Aegis Wealth Management LLC4,069$291.3K0.14%
Wealthspire Advisors, LLC4,065$291.0K0.00%
Van Hulzen Asset Management, LLC4,000$286.4K0.02%
Riversedge Advisors, LLC3,801$272.2K0.04%
GeoWealth Management, LLC3,700$264.9K0.01%
Mirabella Financial Services LLP3,648$261.2K0.03%
Syon Capital LLC3,628$259.8K0.01%
Evelyn Partners Group Ltd3,544$253.8K0.00%
StoneX Group Inc.3,426$252.5K0.01%
Insigneo Advisory Services, LLC3,463$248.0K0.01%
Kera Capital Partners, Inc.3,315$237.4K0.02%
Tannin Capital LLC3,205$229.5K0.15%
Proficio Capital Partners LLC3,118$223.2K0.01%
Claret Asset Management Corp3,119$223.0K0.02%
Level Four Advisory Services, LLC3,024$216.6K0.01%
Sentinus, LLC3,009$215.5K0.02%
NewEdge Wealth, LLC2,903$207.9K0.00%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.2,903$207.9K0.06%
Inscription Capital, LLC2,896$207.3K0.02%
Knightsbridge Asset Management, LLC2,843$203.5K0.03%
McDonald Partners LLC2,344$167.8K0.04%
Cape Investment Advisory, Inc.1,989$142.4K0.04%
Continuum Advisory, LLC1,870$133.9K0.01%
Institute for Wealth Management, LLC.1,861$133.2K0.01%
Northstar Asset Management LLC1,633$117.5K0.02%
TOP Private Wealth LLC.1,621$116.1K0.11%
Ameritas Advisory Services, LLC1,571$112.5K0.00%
IFG Advisory, LLC1,273$91.2K0.00%
First National Bank481$34.4K0.01%
Silver Grove Financial Group, Inc.422$30.2K0.02%
University of Texas/Texas Am Investment Managment Co415$29.7K0.00%
Regatta Research & Money Management408$29.2K0.03%

Sold out (124)

Institutions that held Otis Worldwide Corp at the end of Q1 2026 and filed for Q2 2026 without it.

Showing the largest 100 of 124 by value.

Institutions that sold out of OTIS in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Fundsmith LLPSuperinvestorFundsmith2,731,635$210.6M
Jacobs Levy Equity Management, Inc1,337,699$103.1M
London Co of Virginia1,121,660$86.5M
Fundsmith Investment Services Ltd.966,787$74.5M
Marshall Wace, LLP607,939$46.9M
Anchor Capital Advisors LLC555,220$42.8M
T. Rowe Price Investment Management, Inc.240,312$18.5M
BCV Asset Management Inc.123,691$9.53M
Twinbeech Capital LP77,400$5.97M
Sciencast Management LP75,916$5.85M
Point72 Asset Management, L.P.62,710$4.83M
Oxbow Advisors, LLC62,449$4.81M
Antipodes Partners Ltd61,687$4.75M
AIA Group Ltd41,260$3.18M
Winton Group Ltd34,552$2.66M
Entropy Technologies, LP31,787$2.45M
SummitTX Capital, L.P.31,689$2.44M
Evoke Wealth, LLC25,086$1.93M
Emmett Investment Management, LP19,525$1.51M
Aware Super Pty Ltd as trustee of Aware Super16,356$1.26M
Arq Wealth Advisors, LLC15,526$1.20M
Lederer & Associates Investment Counsel10,167$784.0K
Oxford Asset Management LLP10,064$775.7K
Belpointe Asset Management LLC9,336$719.6K
Blueshift Asset Management, LLC9,209$709.8K
Cookson Peirce & Co Inc8,512$656.1K
nVerses Capital, LLC6,976$537.7K
111 Capital6,481$499.6K
Frank, Rimerman Advisors LLC5,545$427.4K
Beaumont Asset Management, L.L.C.5,234$403.5K
Freestone Capital Holdings, LLC5,161$397.8K
Gateway Wealth Partners, LLC5,151$397.1K
LMR Partners LLP4,942$380.9K
Vancity Investment Management Ltd4,672$360.0K
Patriot Financial Group Insurance Agency, LLC4,568$352.1K
Abc Arbitrage SA4,358$335.9K
Sage Capital Management, LLC3,923$302.6K
Radnor Capital Management, LLC3,892$300.0K
GSB Wealth Management, LLC3,597$277.3K
Inceptionr LLC3,568$275.0K
Armistice Capital, LLC3,535$272.5K
BSW Wealth Partners3,503$270.0K
Sanders Morris Harris LLC3,500$269.8K
HORAN Wealth, LLC3,096$267.1K
Change Path, LLC3,391$261.4K
Wedbush Securities Inc3,354$259.0K
First Citizens Bank & Trust Co3,264$251.6K
Coldstream Capital Management Inc3,240$249.8K
Foster & Motley Inc3,218$248.0K
Interchange Capital Partners, LLC2,405$244.7K
Verdence Capital Advisors LLC3,134$241.6K
AE Wealth Management LLC3,115$240.1K
Aprio Wealth Management, LLC3,016$232.5K
Kingswood Wealth Advisors, LLC3,008$231.9K
St. Louis Trust Co3,000$231.2K
Bleichroeder LP3,000$231.2K
Advisor OS, LLC2,958$228.0K
Gamco Investors, Inc. Et Al2,900$223.5K
JM2 Capital Inc.2,888$222.6K
Patton Fund Management, Inc.2,850$219.7K
J. Team Financial, Inc.2,840$218.9K
Legacy Trust2,798$215.7K
Scientech Research LLC2,787$214.8K
Bank Julius Baer & Co. Ltd, Zurich2,783$214.5K
Aull & Monroe Investment Management Corp2,770$213.5K
Heritage Wealth Management, Inc.2,767$213.3K
Calamos Wealth Management LLC2,765$213.1K
Kerntke Otto McGlone Wealth Management Group2,765$213.1K
Vann Equity Management LLC2,710$208.9K
Kraematon Investment Advisors, Inc2,698$207.9K
Eagle Wealth Advisors LLC2,685$207.0K
IHT Wealth Management, LLC2,684$206.9K
LCM Capital Management Inc2,670$205.8K
NTV Asset Management LLC2,650$204.3K
Mengis Capital Management, Inc.2,650$204.3K
Burke & Herbert Bank & Trust Co2,649$204.2K
Montecito Bank & Trust2,640$203.5K
Riverwater Partners LLC2,639$203.4K
Supplemental Annuity Collective Trust of NJ2,639$203.4K
R Squared Ltd2,623$202.2K
Kuhn & Co Investment Counsel2,609$201.1K
Wellington Shields & Co., LLC2,346$180.8K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,850$142.6K
Bayforest Capital Ltd1,712$132.0K
Group One Trading, L.P.1,652$127.3K
Trust Co1,625$125.3K
RWM Asset Management, LLC1,526$117.6K
Opal Wealth Advisors, LLC1,468$113.2K
Resources Management Corp1,290$99.0K
Root Financial Partners, LLC1,254$96.7K
Annis Gardner Whiting Capital Advisors, LLC901$69.5K
Capula Management Ltd760$58.6K
Bellevue Asset Management, LLC716$55.2K
Wall Street Financial Group, Inc.538$41.5K
Wellington Shields Capital Management, LLC400$30.8K
Missouri Trust & Investment Co295$22.7K
Golden State Equity Partners226$17.4K
Clayton Financial Group LLC175$13.5K
Merrithew & Thorsten Inc164$12.0K
Sound Income Strategies, LLC154$11.9K

Not filed for Q2 2026 yet (22)

Institutions that held Otis Worldwide Corp at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTIS in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC59,297$4.57M
CWM, LLC42,932$3.31M
Canandaigua National Corp27,485$2.12M
Richard Bernstein Advisors LLC12,442$959.0K
Skopos Labs, Inc.9,298$716.7K
Canandaigua National Trust Co of Florida6,744$519.8K
Exencial Wealth Advisors, LLC4,185$322.6K
Journey Strategic Wealth LLC3,487$268.8K
Strategic Planning, Inc.3,352$258.4K
U.S. Capital Wealth Advisors, LLC2,759$212.7K
First Affirmative Financial Network2,666$205.5K
Charter Oak Capital Management, LLC2,654$204.6K
Evelyn Partners Asset Management Ltd1,159$89.3K
Evelyn Partners Investment Management LLP1,080$83.2K
Evelyn Partners Investment Management Services Ltd878$67.7K
Trask Adam Roland250$19.3K
Sunbelt Securities, Inc.204$15.7K
Red Tortoise LLC198$15.3K
Sofos Investments, Inc.70$5.40K
McIlrath & Eck, LLC45$3.47K
Anfield Capital Management, LLC19$1.47K
North Ridge Wealth Advisors, Inc.5$386