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
Q3 2026 data is still coming in: 1 institution has reported holding OTIS so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 2,741,590 | $196.3M | 0.03% | −106,892−3.8% | Reduced |
| Capital Research Global Investors | 2,896,828 | $207.4M | 0.03% | +23,934+0.8% | Added |
| Canoe Financial LP | 3,044,476 | $218.0M | 2.70% | +594,140+24.2% | Added |
| UBS Asset Management Americas Inc | 3,071,357 | $219.9M | 0.04% | −239,012−7.2% | Reduced |
| JPMorgan Chase & Co | 3,021,264 | $220.3M | 0.01% | −734,052−19.5% | Reduced |
| Canada Pension Plan Investment Board | 3,114,562 | $223.0M | 0.12% | −145,851−4.5% | Reduced |
| Two Sigma Investments, LP | 3,138,794 | $224.7M | 0.17% | +1,201,358+62.0% | Added |
| Goldman Sachs Group Inc | 3,165,336 | $226.6M | 0.02% | +213,733+7.2% | Added |
| Wellington Management Group LLP | 3,335,941 | $238.9M | 0.04% | −185,520−5.3% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 3,885,445 | $278.2M | 10.72% | −502,600−11.5% | Reduced |
| Northern Trust Corp | 3,900,999 | $279.3M | 0.03% | −156,906−3.9% | Reduced |
| Invesco Ltd. | 3,953,975 | $283.1M | 0.02% | −16,154−0.4% | Reduced |
| Van Eck Associates Corp | 3,993,011 | $285.9M | 0.17% | +24,914+0.6% | Added |
| Fiera Capital Corp | 4,138,739 | $296.3M | 1.08% | −728,157−15.0% | Reduced |
| Massachusetts Financial Services Co | 4,103,431 | $303.9M | 0.10% | −3,496,839−46.0% | Reduced |
| StonePine Asset Management Inc. | 4,290,454 | $307.2M | 1.90% | −203,428−4.5% | Reduced |
| AQR Capital Management LLC | 4,625,150 | $331.2M | 0.12% | +3,107,217+204.7% | Added |
| Independent Franchise Partners LLP | 5,152,104 | $368.9M | 2.42% | +4,149,820+414.0% | Added |
| D. E. Shaw & Co., Inc. | 5,439,203 | $389.4M | 0.24% | +1,984,275+57.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,918,140 | $423.7M | 0.23% | +26,119+0.4% | Added |
| Price T Rowe Associates Inc | 6,104,625 | $437.1M | 0.04% | −2,734,405−30.9% | Reduced |
| Clearbridge Investments, LLC | 7,461,546 | $534.2M | 0.44% | +4,770,365+177.3% | Added |
| Norges Bank | 8,602,119 | $615.9M | 0.06% | +8,602,119 | New |
| FMR LLC | 10,109,592 | $723.8M | 0.03% | +2,130,460+26.7% | Added |
| Morgan Stanley | 10,964,838 | $785.1M | 0.04% | −1,994,474−15.4% | Reduced |
| Franklin Resources Inc | 11,784,188 | $843.7M | 0.18% | +263,232+2.3% | Added |
| Geode Capital Management, LLC | 12,589,525 | $906.4M | 0.05% | +138,195+1.1% | Added |
| State Street Corp | 16,664,994 | $1.19B | 0.04% | +463,491+2.9% | Added |
| Vanguard Portfolio Management LLC | 19,956,721 | $1.43B | 0.06% | +254,829+1.3% | Added |
| Vanguard Capital Management LLC | 25,061,198 | $1.79B | 0.04% | −194,807−0.8% | Reduced |
| BlackRock, Inc. | 31,620,354 | $2.26B | 0.03% | −600,486−1.9% | Reduced |
| BDF-Gestion | 16,851 | – | – | −1,895−10.1% | Reduced |
| Merrithew & Thorsten Inc | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Fundsmith LLPSuperinvestorFundsmith | 0 | $0 | 0.00% | −2,731,635−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −1,337,699−100.0% | Sold out |
| London Co of Virginia | 0 | $0 | 0.00% | −1,121,660−100.0% | Sold out |
| Fundsmith Investment Services Ltd. | 0 | $0 | 0.00% | −966,787−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −607,939−100.0% | Sold out |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −555,220−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −240,312−100.0% | Sold out |
| BCV Asset Management Inc. | 0 | $0 | 0.00% | −123,691−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −77,400−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −75,916−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −62,710−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −62,449−100.0% | Sold out |
| Antipodes Partners Ltd | 0 | $0 | 0.00% | −61,687−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −41,260−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −34,552−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −31,787−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −31,689−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −25,086−100.0% | Sold out |
| Emmett Investment Management, LP | 0 | $0 | 0.00% | −19,525−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −16,356−100.0% | Sold out |
| Arq Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,526−100.0% | Sold out |
| Lederer & Associates Investment Counsel | 0 | $0 | 0.00% | −10,167−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −10,064−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −9,336−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −9,209−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −8,512−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −6,976−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −6,481−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −5,545−100.0% | Sold out |
| Beaumont Asset Management, L.L.C. | 0 | $0 | 0.00% | −5,234−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −5,161−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −5,151−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −4,942−100.0% | Sold out |
| Vancity Investment Management Ltd | 0 | $0 | 0.00% | −4,672−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −4,568−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −4,358−100.0% | Sold out |
| Sage Capital Management, LLC | 0 | $0 | 0.00% | −3,923−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −3,892−100.0% | Sold out |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −3,597−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,568−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −3,535−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −3,503−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| HORAN Wealth, LLC | 0 | $0 | 0.00% | −3,096−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −3,391−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −3,354−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −3,264−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −3,218−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −2,405−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −3,134−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,115−100.0% | Sold out |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −3,016−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,008−100.0% | Sold out |
| St. Louis Trust Co | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Bleichroeder LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −2,958−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| JM2 Capital Inc. | 0 | $0 | 0.00% | −2,888−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| J. Team Financial, Inc. | 0 | $0 | 0.00% | −2,840−100.0% | Sold out |
| Legacy Trust | 0 | $0 | 0.00% | −2,798−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,787−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −2,783−100.0% | Sold out |
| Aull & Monroe Investment Management Corp | 0 | $0 | 0.00% | −2,770−100.0% | Sold out |
| Heritage Wealth Management, Inc. | 0 | $0 | 0.00% | −2,767−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −2,765−100.0% | Sold out |