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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 87,963 | $6.30M | 0.01% | +6,249+7.6% | Added |
| Pinnacle Financial Partners, Inc. | 88,865 | $6.36M | 0.04% | −674−0.8% | Reduced |
| Voya Investment Management LLC | 88,933 | $6.37M | 0.01% | −1,385−1.5% | Reduced |
| IFM Investors Pty Ltd | 89,794 | $6.43M | 0.04% | +9,218+11.4% | Added |
| Impax Asset Management Group plc | 91,163 | $6.53M | 0.04% | +1,296+1.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 91,163 | $6.53M | 0.01% | +8,907+10.8% | Added |
| Jane Street Group, LLC | 91,544 | $6.55M | 0.00% | −83,484−47.7% | Reduced |
| Invenomic Capital Management LP | 92,561 | $6.63M | 0.40% | +28,509+44.5% | Added |
| Levin Capital Strategies, L.P. | 94,550 | $6.77M | 0.45% | +94,550 | New |
| Connecticut Wealth Management, LLC | 94,662 | $6.78M | 0.25% | −2,949−3.0% | Reduced |
| Captrust Financial Advisors | 94,934 | $6.80M | 0.01% | +1,112+1.2% | Added |
| Kempen Capital Management N.V. | 97,627 | $6.99M | 0.05% | −70,571−42.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 97,780 | $7.00M | 0.14% | −135,794−58.1% | Reduced |
| Edgestream Partners, L.P. | 97,850 | $7.01M | 0.21% | +97,850 | New |
| State of Michigan Retirement System | 98,207 | $7.03M | 0.03% | −3,300−3.3% | Reduced |
| Baldwin Brothers Inc | 98,210 | $7.03M | 0.46% | −1,952−1.9% | Reduced |
| Holowesko Partners Ltd. | 98,300 | $7.04M | 1.78% | +87,400+801.8% | Added |
| Commonwealth Equity Services, LLC | 99,252 | $7.11M | 0.01% | −3,226−3.1% | Reduced |
| Mercer Global Advisors Inc | 100,961 | $7.23M | 0.01% | +42,981+74.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 107,040 | $7.32M | 0.01% | +42,949+67.0% | Added |
| Susquehanna International Group, LLP | 103,467 | $7.41M | 0.01% | −218,109−67.8% | Reduced |
| Veritas Asset Management LLP | 105,652 | $7.56M | 0.14% | +105,652 | New |
| Clifford Swan Investment Counsel LLC | 105,779 | $7.57M | 0.24% | +14,787+16.3% | Added |
| SEB Asset Management AB | 105,813 | $7.58M | 0.03% | +4,444+4.4% | Added |
| Banco Santander, S.A. | 106,257 | $7.61M | 0.05% | +97,778+1,153.2% | Added |
| Federated Hermes, Inc. | 106,593 | $7.63M | 0.01% | +303+0.3% | Added |
| Brown Advisory Inc | 108,030 | $7.73M | 0.01% | −8,257−7.1% | Reduced |
| Czech National Bank | 109,220 | $7.82M | 0.04% | +3,354+3.2% | Added |
| Public Employees Retirement System of Ohio | 109,524 | $7.84M | 0.02% | −4,055−3.6% | Reduced |
| Arizona State Retirement System | 111,451 | $7.98M | 0.04% | +5,556+5.2% | Added |
| American Century Companies Inc | 111,589 | $7.99M | 0.00% | −76,409−40.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 111,583 | $8.02M | 0.04% | −6,657−5.6% | Reduced |
| XTX Topco Ltd | 112,346 | $8.04M | 0.10% | −88,799−44.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 113,160 | $8.10M | 0.06% | −39,200−25.7% | Reduced |
| Peapack Gladstone Financial Corp | 114,259 | $8.18M | 0.09% | +21,395+23.0% | Added |
| Cetera Investment Advisers | 114,287 | $8.18M | 0.01% | +43,605+61.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 116,924 | $8.37M | 0.04% | −2,300−1.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 117,415 | $8.41M | 0.01% | +23,800+25.4% | Added |
| Fayez Sarofim & Co | 119,017 | $8.52M | 0.02% | −55,838−31.9% | Reduced |
| Quantbot Technologies LP | 121,483 | $8.70M | 0.34% | −13,350−9.9% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 122,198 | $8.75M | 0.04% | −9,778−7.4% | Reduced |
| State of New Jersey Common Pension Fund D | 124,798 | $8.94M | 0.03% | −6,313−4.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 127,556 | $9.13M | 0.91% | −22,654−15.1% | Reduced |
| Factory Mutual Insurance Co | 130,250 | $9.33M | 0.09% | −550−0.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 133,620 | $9.57M | 0.07% | +19,000+16.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 134,500 | $9.63M | 1.05% | +20,400+17.9% | Added |
| Nomura Asset Management Co Ltd | 136,384 | $9.77M | 0.02% | 00.0% | Unchanged |
| US Bancorp | 138,184 | $9.89M | 0.01% | −2,455−1.7% | Reduced |
| Credit Agricole S A | 138,315 | $9.90M | 0.03% | −83,600−37.7% | Reduced |
| Summitry LLC | 138,630 | $9.93M | 0.33% | +138,630 | New |
| M&T Bank Corp | 139,927 | $10.0M | 0.03% | −7,385−5.0% | Reduced |
| AdviceOne Advisory Services, LLC | 140,247 | $10.0M | 5.67% | −360.0% | Reduced |
| Colony Group, LLC | 140,388 | $10.1M | 0.01% | −27,060−16.2% | Reduced |
| Moran Wealth Management, LLC | 144,383 | $10.3M | 0.28% | +34,565+31.5% | Added |
| Mill Capital Management, LLC | 144,579 | $10.4M | 0.69% | +136+0.1% | Added |
| Quintet Private Bank (Europe) S.A. | 144,733 | $10.4M | 0.65% | −11,043−7.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 164,056 | $10.6M | 0.08% | −7,147−4.2% | Reduced |
| Mariner, LLC | 149,626 | $10.7M | 0.01% | +20,119+15.5% | Added |
| Allied Investment Advisors, LLC | 150,535 | $10.8M | 1.35% | +17,557+13.2% | Added |
| Toronto Dominion Bank | 153,205 | $11.0M | 0.02% | +33,390+27.9% | Added |
| TD Asset Management Inc | 153,520 | $11.0M | 0.01% | −52,644−25.5% | Reduced |
| Tredje AP-fonden | 154,827 | $11.1M | 0.05% | +45,874+42.1% | Added |
| Treasurer of the State of North Carolina | 163,646 | $11.7M | 0.03% | −3,410−2.0% | Reduced |
| Assetmark, Inc | 164,647 | $11.8M | 0.02% | +155,790+1,758.9% | Added |
| DekaBank Deutsche Girozentrale | 158,568 | $12.1M | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 168,480 | $12.1M | 0.06% | −121,187−41.8% | Reduced |
| Asset Management One Co.,Ltd. | 169,000 | $12.1M | 0.03% | +3,588+2.2% | Added |
| Varma Mutual Pension Insurance Co | 173,442 | $12.4M | 0.07% | +22,800+15.1% | Added |
| CIBC Asset Management Inc | 179,432 | $12.8M | 0.03% | −27,689−13.4% | Reduced |
| Assenagon Asset Management S.A. | 180,205 | $12.9M | 0.02% | −245,138−57.6% | Reduced |
| Cerity Partners LLC | 183,124 | $13.1M | 0.02% | +25,738+16.4% | Added |
| Foyston, Gordon, & Payne Inc | 183,616 | $13.1M | 2.81% | +48,296+35.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 186,707 | $13.4M | 0.03% | −6,277−3.3% | Reduced |
| Occudo Quantitative Strategies LP | 190,691 | $13.7M | 0.73% | +107,002+127.9% | Added |
| Royal London Asset Management Ltd | 191,154 | $13.7M | 0.03% | −1,045−0.5% | Reduced |
| Janney Montgomery Scott LLC | 191,498 | $13.7M | 0.03% | +89,294+87.4% | Added |
| Los Angeles Capital Management LLC | 192,195 | $13.8M | 0.05% | +189,965+8,518.6% | Added |
| Jefferies Financial Group Inc. | 193,236 | $13.8M | 0.13% | −48,264−20.0% | Reduced |
| Virginia Retirement Systems Et Al | 196,650 | $14.1M | 0.08% | +73,650+59.9% | Added |
| Vanguard Investments Australia, Ltd. | 198,109 | $14.2M | 0.04% | +4,462+2.3% | Added |
| Creative Planning | 203,400 | $14.6M | 0.01% | +32,877+19.3% | Added |
| First Eagle Investment Management, LLC | 205,863 | $14.7M | 0.02% | +9,830+5.0% | Added |
| State of Wisconsin Investment Board | 207,244 | $14.8M | 0.03% | −16,431−7.3% | Reduced |
| Coerente Capital Management | 209,885 | $15.0M | 2.77% | −18,029−7.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 215,220 | $15.4M | 0.02% | −627−0.3% | Reduced |
| Pinebridge Investments LLC | 215,750 | $15.4M | 0.13% | −45,518−17.4% | Reduced |
| New York State Common Retirement Fund | 221,506 | $15.9M | 0.02% | −9,000−3.9% | Reduced |
| Handelsbanken Fonder AB | 226,957 | $16.3M | 0.05% | +13,426+6.3% | Added |
| Danske Bank A/S | 232,894 | $16.7M | 0.03% | −11,600−4.7% | Reduced |
| Welch & Forbes LLC | 238,066 | $17.0M | 0.21% | −7,612−3.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 242,687 | $17.4M | 0.04% | −188,314−43.7% | Reduced |
| Teacher Retirement System of Texas | 249,147 | $17.8M | 0.05% | −199,206−44.4% | Reduced |
| River Road Asset Management, LLC | 255,913 | $18.3M | 0.20% | +255,913 | New |
| CI Private Wealth, LLC | 258,430 | $18.5M | 0.03% | +106,606+70.2% | Added |
| Stifel Financial Corp | 259,575 | $18.6M | 0.02% | +103,520+66.3% | Added |
| Rathbone Brothers plc | 261,274 | $18.7M | 0.07% | −94,749−26.6% | Reduced |
| Davidson Investment Advisors | 262,612 | $18.8M | 0.77% | −33,062−11.2% | Reduced |
| APG Asset Management N.V. | 300,722 | $18.8M | 0.05% | +67,357+28.9% | Added |
| Ensign Peak Advisors, Inc | 263,835 | $18.9M | 0.03% | +135,062+104.9% | Added |
| Swedbank AB | 267,246 | $19.1M | 0.02% | +644+0.2% | Added |