Otis Worldwide Corp

OTIS

Exchange: NYSE
Industry: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC filings (opens in a new tab)

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, Q2 2026

Institutional positions in Otis Worldwide Corp as of Jun 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

Institutional holders: 1,232; +9 vs. Q1 2026
Shares held: 356.7M; +12.3M (+3.6%) vs. Q1 2026
Total value: $25.6B; −$1.03B (−3.9%) vs. Q1 2026
New holders: 133; 431 more added
Sold out: 124; 457 more reduced

22 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 1,232 institutions

Value heldQ2 2026: $25.6B

Institutions holding OTIS and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,232	$25.6B
Q1 2026	1,245	$26.6B
Q4 2025	1,311	$30.9B
Q3 2025	1,253	$31.1B
Q2 2025	1,270	$34.8B
Q1 2025	1,248	$36.8B
Q4 2024	1,234	$33.7B
Q3 2024	1,200	$37.4B
Q2 2024	1,191	$34.1B
Q1 2024	1,202	$34.8B
Q4 2023	1,190	$31.9B
Q3 2023	1,099	$28.7B
Q2 2023	1,124	$31.9B
Q1 2023	1,101	$30.1B
Q4 2022	1,106	$27.8B
Q3 2022	1,045	$22.6B
Q2 2022	1,090	$25.0B
Q1 2022	1,147	$27.1B
Q4 2021	1,199	$30.9B
Q3 2021	1,145	$29.5B
Q2 2021	1,142	$29.4B
Q1 2021	1,134	$25.7B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2026.

Institutions holding OTIS in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Evolution Advisers, Inc.	1	$0	0.00%	+1	New
Maryland Capital Advisors Inc.	1	$72	0.00%	+1	New
POM Investment Strategies, LLC	2	$143	0.00%	00.0%	Unchanged
Highland Investment Advisors LLC	2	$143	0.00%	+2	New
DT Investment Partners, LLC	3	$215	0.00%	−224−98.7%	Reduced
DecisionPoint Financial, LLC	4	$283	0.00%	+1+33.3%	Added
Fairman Group, LLC	4	$286	0.00%	00.0%	Unchanged
Hilton Head Capital Partners, LLC	4	$286	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	4	$287	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	5	$331	0.00%	00.0%	Unchanged
Core Capital Management & Research, inc.	5	$357	0.00%	+5	New
Trifecta Capital Advisors, LLC	5	$358	0.00%	+5	New
Luminist Capital LLC	6	$430	0.00%	+6	New
Core Alternative Capital	9	$644	0.00%	00.0%	Unchanged
Oakmont Advisory Group, LLC	9	$676	0.00%	+9	New
Dunhill Financial, LLC	9	$679	0.00%	−4−30.8%	Reduced
Retirement Wealth Solutions LLC	10	$716	0.00%	−8−44.4%	Reduced
NVWM, LLC	10	$716	0.00%	+5+100.0%	Added
HFM Investment Advisors, LLC	11	$788	0.00%	+6+120.0%	Added
Nvest Wealth Strategies, Inc.	11	$788	0.00%	+11	New
Game Plan Financial Advisors, LLC	12	$859	0.00%	00.0%	Unchanged
Fairscale Capital, LLC	12	$859	0.00%	00.0%	Unchanged
Allied Private Wealth LLC	12	$864	0.00%	+12	New
Buck Wealth Strategies, LLC	13	$931	0.00%	+13	New
Atlas Capital Advisors LLC	14	$1.00K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	14	$1.00K	0.00%	00.0%	Unchanged
Sunrise Financial Services, LLC	15	$1.07K	0.00%	00.0%	Unchanged
Davis Capital Management	15	$1.07K	0.00%	+15	New
Creative Capital Management Investments LLC	16	$1.15K	0.00%	−8−33.3%	Reduced
Burk Holdings LLC	17	$1.22K	0.00%	00.0%	Unchanged
Ameriflex Group, Inc.	17	$1.22K	0.00%	+17	New
Valued Wealth Advisors LLC	17	$1.22K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	17	$1.23K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	18	$1.29K	0.00%	+18	New
Transamerica Financial Advisors, Inc.	20	$1.43K	0.00%	−66−76.7%	Reduced
Private Wealth Management Group, LLC	20	$1.43K	0.00%	−26−56.5%	Reduced
Dogwood Wealth Management LLC	20	$1.43K	0.00%	−5−20.0%	Reduced
Sfam, LLC	20	$1.43K	0.00%	00.0%	Unchanged
Asset Planning,Inc	20	$1.43K	0.00%	00.0%	Unchanged
Hollencrest Capital Management	20	$1.46K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	21	$1.50K	0.00%	−7−25.0%	Reduced
Security National Bank	21	$1.50K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	21	$1.50K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	21	$1.50K	0.00%	00.0%	Unchanged
Godfrey Financial Associates, Inc.	21	$1.50K	0.00%	00.0%	Unchanged
Caitong International Asset Management Co., Ltd	22	$1.57K	0.00%	−6,457−99.7%	Reduced
Battery Global Advisors, LLC	22	$1.57K	0.00%	00.0%	Unchanged
Signature Equity Partners, LLC	22	$1.58K	0.00%	+10+83.3%	Added
Pacific Center for Financial Services	25	$1.79K	0.00%	00.0%	Unchanged
PFS Partners, LLC	27	$1.95K	0.00%	00.0%	Unchanged
Pinney & Scofield, Inc.	27	$1.96K	0.00%	00.0%	Unchanged
Navigoe, LLC	28	$2.00K	0.00%	+3+12.0%	Added
Sachetta, LLC	28	$2.00K	0.00%	−52−65.0%	Reduced
Lodestone Wealth Management LLC	28	$2.00K	0.00%	−15−34.9%	Reduced
Aspect Partners, LLC	29	$2.08K	0.00%	−18−38.3%	Reduced
BankPlus Trust Department	29	$2.08K	0.00%	00.0%	Unchanged
Ankerstar Wealth, LLC	30	$2.15K	0.00%	−10−25.0%	Reduced
Front Row Advisors LLC	30	$2.19K	0.00%	−50−62.5%	Reduced
Whipplewood Advisors, LLC	31	$2.22K	0.00%	−92−74.8%	Reduced
Graney & King, LLC	32	$2.27K	0.00%	+1+3.2%	Added
Duncker Streett & Co Inc	32	$2.29K	0.00%	00.0%	Unchanged
MJT & Associates Financial Advisory Group, Inc.	32	$2.29K	0.00%	−17−34.7%	Reduced
Harbor Asset Planning, Inc.	32	$2.30K	0.00%	00.0%	Unchanged
Salomon & Ludwin, LLC	33	$2.33K	0.00%	00.0%	Unchanged
Westend Capital Management, LLC	33	$2.36K	0.00%	00.0%	Unchanged
Wilkerson Advisory Group LLC	34	$2.43K	0.00%	−97−74.0%	Reduced
J.Safra Asset Management Corp	34	$2.43K	0.00%	+34	New
Torren Management, LLC	34	$2.45K	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	35	$2.51K	0.00%	+15+75.0%	Added
Axiom Investment Management LLC	35	$2.51K	0.00%	+35	New
Abound Financial, LLC	37	$2.65K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	38	$2.72K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	39	$2.79K	0.00%	+39	New
Peoples Financial Services Corp.	40	$2.86K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	41	$2.94K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	41	$2.94K	0.00%	+15+57.7%	Added
S&T Bank	45	$3.22K	0.00%	00.0%	Unchanged
Hoey Investments, Inc	46	$3.29K	0.00%	00.0%	Unchanged
Y.D. More Investments Ltd	13,982	$3.36K	0.00%	+569+4.2%	Added
Walsh & Associates, LLC	50	$3.58K	0.00%	−100−66.7%	Reduced
Nalls Sherbakoff Group, LLC	50	$3.58K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	50	$3.58K	0.00%	+3+6.4%	Added
Markowski Investments	50	$3.58K	0.00%	+50	New
N.E.W. Advisory Services LLC	50	$3.60K	0.00%	00.0%	Unchanged
Purpose Unlimited Inc.	50	$3.64K	0.00%	00.0%	Unchanged
Planning Strategies Inc.	51	$3.65K	0.00%	+51	New
Country Trust Bank	55	$3.94K	0.00%	00.0%	Unchanged
Comprehensive Financial Planning, Inc.	55	$3.94K	0.00%	00.0%	Unchanged
Tidemark, LLC	55	$3.96K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	62	$4.00K	0.00%	00.0%	Unchanged
Millstone Evans Group, LLC	59	$4.22K	0.00%	00.0%	Unchanged
Tower View Investment Management & Research LLC	59	$4.25K	0.00%	00.0%	Unchanged
Holos Integrated Wealth LLC	60	$4.41K	0.00%	00.0%	Unchanged
Main Street Group, LTD	62	$4.44K	0.00%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	63	$4.51K	0.00%	+5+8.6%	Added
Spurstone Advisory Services, LLC	68	$4.80K	0.07%	+43+172.0%	Added
Financial Gravity Companies, Inc.	70	$5.01K	0.00%	+70	New
First Community Trust NA	75	$5.37K	0.00%	−61−44.9%	Reduced
Mosley Wealth Management	77	$5.48K	0.00%	+2+2.7%	Added
Acumen Wealth Advisors, LLC	77	$5.51K	0.00%	−163−67.9%	Reduced