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 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 79 | $5.66K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 79 | $5.66K | 0.00% | +67+558.3% | Added |
| Compass Financial Management LLC | 79 | $5.71K | 0.00% | +79 | New |
| High Point Wealth Management, LLC | 80 | $5.73K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 85 | $6.09K | 0.00% | +85 | New |
| Bogart Wealth, LLC | 88 | $6.30K | 0.00% | +54+158.8% | Added |
| Clear Street Markets LLC | 89 | $6.37K | 0.00% | +25+39.1% | Added |
| Coastline Trust Co | 90 | $6.44K | 0.00% | −52−36.6% | Reduced |
| Rakuten Securities, Inc. | 90 | $6.44K | 0.00% | +88+4,400.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 95 | $6.80K | 0.00% | +95 | New |
| CKW Financial Group | 104 | $7.00K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 98 | $7.02K | 0.00% | +98 | New |
| Lavaca Capital LLC | 100 | $7.16K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 100 | $7.16K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $7.16K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $7.16K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 101 | $7.23K | 0.00% | +101 | New |
| CGC Financial Services, LLC | 105 | $7.52K | 0.00% | −5−4.5% | Reduced |
| Rosenberg Matthew Hamilton | 107 | $7.66K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 100 | $7.71K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 111 | $7.95K | 0.00% | −27−19.6% | Reduced |
| Bare Financial Services, Inc | 112 | $8.02K | 0.00% | +112 | New |
| Dorato Capital Management | 110 | $8.04K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 114 | $8.16K | 0.00% | +11+10.7% | Added |
| Investors Research Corp | 116 | $8.31K | 0.00% | +116 | New |
| Global X Japan Co., Ltd. | 117 | $8.38K | 0.00% | −112−48.9% | Reduced |
| Chilton Capital Management LLC | 119 | $8.52K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 123 | $8.81K | 0.01% | +25+25.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 124 | $8.92K | 0.00% | +8+6.9% | Added |
| JPL Wealth Management, LLC | 128 | $9.16K | 0.00% | −1−0.8% | Reduced |
| Tompkins Financial Corp | 130 | $9.31K | 0.00% | −37−22.2% | Reduced |
| Financial Management Professionals, Inc. | 137 | $9.81K | 0.00% | +137 | New |
| Sittner & Nelson, LLC | 137 | $9.81K | 0.00% | +19+16.1% | Added |
| High Note Wealth, LLC | 139 | $9.95K | 0.00% | +50+56.2% | Added |
| Frazier Financial Advisors, LLC | 140 | $10.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 141 | $10.1K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 142 | $10.2K | 0.00% | +120+545.5% | Added |
| Kilter Group LLC | 142 | $10.2K | 0.00% | +72+102.9% | Added |
| Tounjian Advisory Partners, LLC | 146 | $10.4K | 0.00% | +146 | New |
| Cornerstone Planning Group LLC | 149 | $10.5K | 0.00% | +57+62.0% | Added |
| Concord Wealth Partners | 148 | $10.6K | 0.00% | +148 | New |
| Edmond de Rothschild Holding S.A. | 150 | $10.7K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 152 | $10.9K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 156 | $11.0K | 0.00% | +107+218.4% | Added |
| Archer Investment Corp | 155 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 160 | $11.5K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 162 | $11.6K | 0.00% | +6+3.8% | Added |
| Cranbrook Wealth Management, LLC | 162 | $11.6K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 167 | $12.0K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 171 | $12.2K | 0.01% | +171 | New |
| Cedar Mountain Advisors, LLC | 174 | $12.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 174 | $12.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 180 | $12.9K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 186 | $13.0K | 0.00% | +186 | New |
| Entrust Financial LLC | 187 | $13.4K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 192 | $13.7K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 195 | $14.0K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 198 | $14.2K | 0.01% | +198 | New |
| Barrett & Company, Inc. | 200 | $14.3K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $14.3K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 204 | $14.6K | 0.00% | +1+0.5% | Added |
| Newbridge Financial Services Group, Inc. | 208 | $14.9K | 0.00% | −15−6.7% | Reduced |
| Crews Bank & Trust | 210 | $15.0K | 0.00% | −59−21.9% | Reduced |
| Bravera Wealth | 212 | $15.2K | 0.01% | −18−7.8% | Reduced |
| Birchbrook, Inc. | 212 | $15.2K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 215 | $15.4K | 0.00% | −269−55.6% | Reduced |
| Nemes Rush Group LLC | 217 | $15.5K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 214 | $15.7K | 0.01% | −131−38.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 220 | $15.8K | 0.00% | −400−64.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 230 | $16.5K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 235 | $16.8K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 237 | $17.0K | 0.00% | +35+17.3% | Added |
| Consultiva Wealth Management, Corp. | 245 | $17.5K | 0.04% | 00.0% | Unchanged |
| Stance Capital LLC | 246 | $17.6K | 0.01% | −37,771−99.4% | Reduced |
| UMA Financial Services, Inc. | 246 | $17.6K | 0.00% | +22+9.8% | Added |
| Mascoma Wealth Management LLC | 250 | $17.9K | 0.00% | 00.0% | Unchanged |
| Burnham & Co LLC | 250 | $17.9K | 0.01% | +250 | New |
| Abound Wealth Management | 250 | $17.9K | 0.00% | −103−29.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 251 | $18.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 255 | $18.0K | 0.00% | +9+3.7% | Added |
| Activest Wealth Management | 268 | $19.2K | 0.00% | +179+201.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 274 | $19.6K | 0.01% | +248+953.8% | Added |
| First United Bank Trust | 275 | $19.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 284 | $20.3K | 0.00% | −208−42.3% | Reduced |
| Old Second National Bank of Aurora | 300 | $21.5K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 300 | $21.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 303 | $21.7K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 290 | $21.8K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 304 | $21.8K | 0.00% | +11+3.8% | Added |
| Oakworth Capital, Inc. | 314 | $22.4K | 0.00% | −15−4.6% | Reduced |
| Valley National Advisers Inc | 320 | $22.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 336 | $24.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 348 | $24.9K | 0.00% | −22−5.9% | Reduced |
| American Capital Advisory, LLC | 348 | $24.9K | 0.01% | +6+1.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 349 | $25.0K | 0.01% | −117−25.1% | Reduced |
| Paladin Advisory Group, LLC | 353 | $25.3K | 0.02% | 00.0% | Unchanged |
| Motco | 353 | $25.3K | 0.00% | +8+2.3% | Added |
| Monetary Management Group Inc | 359 | $25.7K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 368 | $26.3K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 375 | $26.9K | 0.01% | 00.0% | Unchanged |