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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Union Bancaire Privee, UBP SA | 24,802 | $3.18M | 0.05% | +6,999+39.3% | Added |
| iA Global Asset Management Inc. | 44,545 | $3.19M | 0.04% | +44,545 | New |
| Bryn Mawr Trust Co | 44,677 | $3.20M | 0.07% | +7,000+18.6% | Added |
| Mizuho Markets Americas LLC | 45,139 | $3.23M | 0.06% | +45,139 | New |
| Savant Capital, LLC | 43,570 | $3.24M | 0.01% | +22,983+111.6% | Added |
| Pathstone Holdings, LLC | 45,536 | $3.26M | 0.01% | +5,001+12.3% | Added |
| Truist Financial Corp | 45,610 | $3.27M | 0.00% | +6,711+17.3% | Added |
| Sanctuary Advisors, LLC | 46,034 | $3.30M | 0.02% | +11,816+34.5% | Added |
| CenterBook Partners LP | 46,098 | $3.30M | 0.16% | +46,098 | New |
| Pictet North America Advisors SA | 46,976 | $3.36M | 0.30% | −40,663−46.4% | Reduced |
| Oregon Public Employees Retirement Fund | 47,223 | $3.38M | 0.04% | +2,700+6.1% | Added |
| State of Alaska, Department of Revenue | 47,496 | $3.40M | 0.03% | −2,271−4.6% | Reduced |
| Macquarie Group Ltd | 47,856 | $3.43M | 0.01% | +3,112+7.0% | Added |
| Brevan Howard Capital Management LP | 49,163 | $3.52M | 0.05% | −7,324−13.0% | Reduced |
| Voleon Capital Management LP | 49,845 | $3.57M | 0.07% | −21,164−29.8% | Reduced |
| Natixis Advisors, L.P. | 50,193 | $3.59M | 0.00% | −296,835−85.5% | Reduced |
| Regency Capital Management Inc. | 50,700 | $3.63M | 1.44% | +50,700 | New |
| Caxton Associates LLP | 50,900 | $3.64M | 0.07% | −1,913−3.6% | Reduced |
| D.A. Davidson & Co. | 51,236 | $3.67M | 0.02% | −128−0.2% | Reduced |
| Andra AP-fonden | 51,600 | $3.69M | 0.04% | +51,600 | New |
| Machina Capital S.A.S. | 51,601 | $3.69M | 0.59% | −45,602−46.9% | Reduced |
| Banque Pictet & Cie SA | 51,657 | $3.70M | 0.04% | 00.0% | Unchanged |
| OP Asset Management Ltd | 52,136 | $3.73M | 0.04% | +2,066+4.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 52,416 | $3.75M | 0.03% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 52,420 | $3.75M | 0.02% | +2,013+4.0% | Added |
| Federation des caisses Desjardins du Quebec | 52,514 | $3.76M | 0.01% | −38,611−42.4% | Reduced |
| Cohen Capital Management, Inc. | 52,862 | $3.78M | 0.51% | +785+1.5% | Added |
| Engineers Gate Manager LP | 52,894 | $3.79M | 0.05% | −225,574−81.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 53,187 | $3.81M | 0.02% | +1,030+2.0% | Added |
| Lifeworks Advisors, LLC | 53,317 | $3.82M | 0.40% | +1,920+3.7% | Added |
| BNP Paribas | 51,616 | $3.84M | 0.10% | −1,121−2.1% | Reduced |
| Baird Financial Group, Inc. | 53,760 | $3.85M | 0.01% | +10,301+23.7% | Added |
| Financial Advisors Network, Inc. | 54,548 | $3.91M | 0.48% | +4,077+8.1% | Added |
| Jupiter Topco LLC | 55,484 | $3.97M | 0.00% | +55,484 | New |
| Davis-Rea Ltd. | 55,527 | $3.98M | 1.13% | +3,295+6.3% | Added |
| Third View Private Wealth, LLC | 55,533 | $3.98M | 0.49% | +31,197+128.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 56,940 | $4.08M | 0.03% | −3,369−5.6% | Reduced |
| Illinois Municipal Retirement Fund | 57,050 | $4.08M | 0.05% | −89,966−61.2% | Reduced |
| New York Life Investment Management LLC | 57,108 | $4.09M | 0.03% | −537−0.9% | Reduced |
| Oak Thistle LLC | 57,323 | $4.10M | 0.40% | −11,436−16.6% | Reduced |
| Bell Asset Management Ltd | 57,439 | $4.11M | 1.10% | +57,439 | New |
| William Allan, LLC | 57,813 | $4.14M | 2.02% | +7,806+15.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 58,000 | $4.15M | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 58,255 | $4.17M | 0.02% | +5,378+10.2% | Added |
| British Columbia Investment Management Corp | 58,264 | $4.17M | 0.03% | +4,551+8.5% | Added |
| Utah Retirement Systems | 58,330 | $4.18M | 0.04% | −5,086−8.0% | Reduced |
| Swiss Life Asset Management Ltd | 59,882 | $4.29M | 0.02% | −122−0.2% | Reduced |
| Rock Point Advisors, LLC | 60,101 | $4.30M | 1.05% | +60,101 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 60,516 | $4.33M | 0.04% | +1,484+2.5% | Added |
| Modera Wealth Management, LLC | 60,554 | $4.34M | 0.05% | −5,732−8.6% | Reduced |
| Avanza Fonder AB | 60,606 | $4.34M | 0.09% | +12,520+26.0% | Added |
| Horizon Investments, LLC | 60,939 | $4.36M | 0.05% | +14,966+32.6% | Added |
| Graybill Bartz & Assoc Ltd | 61,117 | $4.38M | 1.18% | +349+0.6% | Added |
| Public Sector Pension Investment Board | 61,692 | $4.42M | 0.01% | −827−1.3% | Reduced |
| Candriam Luxembourg S.C.A. | 62,066 | $4.44M | 0.02% | +3,087+5.2% | Added |
| Calamos Advisors LLC | 63,592 | $4.55M | 0.02% | −3,943−5.8% | Reduced |
| NEOS Investment Management LLC | 63,814 | $4.57M | 0.02% | +2,000+3.2% | Added |
| Amica Mutual Insurance Co | 64,106 | $4.59M | 0.38% | −2,876−4.3% | Reduced |
| Alberta Investment Management Corp | 64,200 | $4.60M | 0.03% | +64,200 | New |
| Osmosis Investment Management UK Ltd | 64,322 | $4.61M | 0.21% | −128,480−66.6% | Reduced |
| Rakuten Investment Management, Inc. | 63,787 | $4.65M | 0.01% | +5,357+9.2% | Added |
| Lincoln Capital LLC | 65,323 | $4.68M | 0.83% | −2,552−3.8% | Reduced |
| Aquatic Capital Management LLC | 65,730 | $4.71M | 0.16% | −34,879−34.7% | Reduced |
| State of Tennessee, Treasury Department | 66,092 | $4.73M | 0.01% | +19,535+42.0% | Added |
| Commerce Bank | 66,323 | $4.75M | 0.02% | +95+0.1% | Added |
| Groupe la Francaise | 66,940 | $4.79M | 0.06% | +6,529+10.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 66,935 | $4.79M | 0.09% | +61,775+1,197.2% | Added |
| Ieq Capital, LLC | 67,713 | $4.85M | 0.02% | +54,864+427.0% | Added |
| Eurizon Capital SGR S.p.A. | 68,024 | $4.87M | 0.01% | +7,823+13.0% | Added |
| Amalgamated Bank | 68,084 | $4.88M | 0.03% | −2,925−4.1% | Reduced |
| Delta Asset Management LLC | 68,374 | $4.90M | 0.42% | +203+0.3% | Added |
| Axq Capital, LP | 68,599 | $4.91M | 0.53% | +4,397+6.8% | Added |
| MML Investors Services, LLC | 69,198 | $4.95M | 0.01% | +33,448+93.6% | Added |
| Elo Mutual Pension Insurance Co | 69,251 | $4.96M | 0.06% | −13,985−16.8% | Reduced |
| Evergreen Capital Management LLC | 69,267 | $4.96M | 0.09% | +5,443+8.5% | Added |
| Xponance, Inc. | 69,348 | $4.97M | 0.03% | −723−1.0% | Reduced |
| Vinva Investment Management Ltd | 70,008 | $5.10M | 0.03% | +3,138+4.7% | Added |
| Empowered Funds, LLC | 72,123 | $5.16M | 0.03% | +6,583+10.0% | Added |
| Bahl & Gaynor Inc | 72,367 | $5.18M | 0.02% | −5,960−7.6% | Reduced |
| Windward Capital Management Co | 73,090 | $5.23M | 0.40% | −115−0.2% | Reduced |
| Morningstar Investment Management LLC | 68,541 | $5.28M | 0.33% | 00.0% | Unchanged |
| Intech Investment Management LLC | 73,818 | $5.29M | 0.05% | +21,888+42.1% | Added |
| Eliot Finkel Investment Counsel, LLC | 77,285 | $5.53M | 2.59% | +77,285 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 78,615 | $5.63M | 0.04% | +46,684+146.2% | Added |
| Daiwa Securities Group Inc. | 78,675 | $5.63M | 0.01% | +570+0.7% | Added |
| Capitolis Liquid Global Markets LLC | 79,453 | $5.69M | 0.02% | 00.0% | Unchanged |
| BLI - Banque de Luxembourg Investments | 78,442 | $5.73M | 0.20% | −34,935−30.8% | Reduced |
| Retirement Systems of Alabama | 80,611 | $5.77M | 0.02% | −1,936−2.3% | Reduced |
| Nykredit A/S | 80,937 | $5.80M | 0.02% | +80,937 | New |
| Qsemble Capital Management, LP | 81,146 | $5.81M | 0.74% | −17,369−17.6% | Reduced |
| ProShare Advisors LLC | 81,153 | $5.81M | 0.01% | +11,495+16.5% | Added |
| Louisbourg Investments Inc. | 103,067 | $5.81M | 1.07% | +19,360+23.1% | Added |
| WSFS Capital Management, LLC | 82,600 | $5.91M | 0.26% | +19,132+30.1% | Added |
| Hantz Financial Services, Inc. | 83,554 | $5.98M | 0.08% | +53,855+181.3% | Added |
| Algert Global LLC | 83,789 | $6.00M | 0.07% | +58,512+231.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 84,752 | $6.07M | 0.03% | −5,798−6.4% | Reduced |
| Cloverfields Capital Group, LP | 86,011 | $6.16M | 1.86% | −3,053−3.4% | Reduced |
| Nisa Investment Advisors, LLC | 86,566 | $6.20M | 0.02% | −12,908−13.0% | Reduced |
| Advisor Group Holdings, Inc. | 87,336 | $6.26M | 0.01% | +514+0.6% | Added |
| MetLife Investment Management | 87,790 | $6.29M | 0.03% | −3,060−3.4% | Reduced |