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 |
|---|---|---|---|---|---|
| Vision Retirement, LLC | 378 | $27.1K | 0.01% | +1+0.3% | Added |
| Loomis Sayles & Co L P | 381 | $27.3K | 0.00% | +149+64.2% | Added |
| TFC Financial Management | 387 | $27.7K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 391 | $28.0K | 0.01% | −620−61.3% | Reduced |
| MidFirst Bank | 396 | $28.4K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 396 | $28.4K | 0.04% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 397 | $28.4K | 0.02% | −153−27.8% | Reduced |
| Boreal Capital Management LLC | 400 | $28.6K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 401 | $28.7K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 402 | $28.8K | 0.01% | +382+1,910.0% | Added |
| Financial Network Wealth Advisors LLC | 405 | $29.0K | 0.03% | +5+1.3% | Added |
| Capital Advisors, Ltd. LLC | 400 | $29.0K | 0.00% | −62−13.4% | Reduced |
| Addison Advisors LLC | 406 | $29.1K | 0.01% | −2,894−87.7% | Reduced |
| Regatta Research & Money Management | 408 | $29.2K | 0.03% | +408 | New |
| MTM Investment Management, LLC | 408 | $29.2K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 410 | $29.4K | 0.00% | +36+9.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 415 | $29.7K | 0.00% | +415 | New |
| MCF Advisors LLC | 421 | $30.1K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 422 | $30.2K | 0.02% | +422 | New |
| United Community Bank | 425 | $30.4K | 0.01% | +120+39.3% | Added |
| Zions Bancorporation, National Association | 431 | $30.9K | 0.00% | −247−36.4% | Reduced |
| CoreFirst Bank & Trust | 473 | $33.9K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 475 | $34.0K | 0.01% | 00.0% | Unchanged |
| First National Bank | 481 | $34.4K | 0.01% | +481 | New |
| Quaker Wealth Management, LLC | 499 | $35.8K | 0.01% | −12−2.3% | Reduced |
| Toth Financial Advisory Corp | 500 | $35.8K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 500 | $35.8K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 500 | $35.8K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 506 | $36.2K | 0.01% | +253+100.0% | Added |
| Owl Creek Wealth Partners LLC | 510 | $36.5K | 0.01% | +270+112.5% | Added |
| Pinnacle Bancorp, Inc. | 521 | $37.3K | 0.01% | +150+40.4% | Added |
| Bullock Wealth Management Group | 531 | $37.5K | 0.02% | +3+0.6% | Added |
| WPG Advisers, LLC | 526 | $37.7K | 0.02% | +6+1.2% | Added |
| Basepoint Wealth LLC | 526 | $37.7K | 0.02% | −96−15.4% | Reduced |
| Community Financial Services Group, LLC | 536 | $37.9K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 537 | $38.4K | 0.00% | −111−17.1% | Reduced |
| Meeder Asset Management Inc | 541 | $38.7K | 0.00% | +396+273.1% | Added |
| Southern Michigan Bank & Trust | 560 | $40.1K | 0.01% | −35−5.9% | Reduced |
| Key Financial Inc | 578 | $41.4K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 579 | $41.5K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 579 | $41.5K | 0.00% | +102+21.4% | Added |
| Ramirez Asset Management, Inc. | 600 | $43.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 606 | $43.4K | 0.00% | +9+1.5% | Added |
| Synergy Investment Management, LLC | 615 | $44.1K | 0.01% | −4−0.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 620 | $44.4K | 0.01% | 00.0% | Unchanged |
| City State Bank | 624 | $44.7K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 447 | $45.4K | 0.04% | +230+106.0% | Added |
| Community Bank, N.A. | 635 | $45.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 648 | $46.4K | 0.01% | +305+88.9% | Added |
| Golden State Wealth Management, LLC | 648 | $46.4K | 0.00% | +359+124.2% | Added |
| Leonteq Securities AG | 649 | $46.5K | 0.00% | −206−24.1% | Reduced |
| Indiana Trust & Investment Management CO | 650 | $46.5K | 0.01% | −26−3.8% | Reduced |
| Acima Private Wealth, LLC | 650 | $46.5K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 654 | $46.8K | 0.01% | −48−6.8% | Reduced |
| CoreCap Advisors, LLC | 698 | $50.0K | 0.00% | +30+4.5% | Added |
| Beacon Investment Advisory Services, Inc. | 700 | $50.1K | 0.00% | −272−28.0% | Reduced |
| Board of the Pension Protection Fund | 700 | $50.1K | 0.05% | +400+133.3% | Added |
| Oakmont Corp | 705 | $50.5K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 708 | $50.7K | 0.03% | +5+0.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 724 | $51.8K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 734 | $52.6K | 0.02% | +1+0.1% | Added |
| SJS Investment Consulting Inc. | 739 | $52.9K | 0.01% | +611+477.3% | Added |
| Sawyer & Company, Inc | 750 | $53.7K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 750 | $53.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 751 | $53.8K | 0.00% | −9−1.2% | Reduced |
| Rossby Financial, LCC | 752 | $53.8K | 0.01% | −19−2.5% | Reduced |
| Center for Financial Planning, Inc. | 755 | $54.1K | 0.01% | +120+18.9% | Added |
| Pacifica Partners Inc. | 741 | $54.2K | 0.02% | 00.0% | Unchanged |
| SHP Wealth Management | 789 | $56.5K | 0.00% | +650+467.6% | Added |
| MV Capital Management, Inc. | 800 | $57.3K | 0.01% | −95−10.6% | Reduced |
| Atlantic Trust, LLC | 805 | $57.6K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 822 | $58.9K | 0.04% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 824 | $59.0K | 0.00% | +2+0.2% | Added |
| Quent Capital, LLC | 828 | $59.3K | 0.00% | +118+16.6% | Added |
| Brown, Lisle/Cummings, Inc. | 833 | $59.6K | 0.01% | +13+1.6% | Added |
| Hanson & Doremus Investment Management | 847 | $61.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 858 | $61.4K | 0.01% | +134+18.5% | Added |
| Spire Wealth Management | 877 | $62.8K | 0.00% | +99+12.7% | Added |
| Estabrook Capital Management | 882 | $63.2K | 0.01% | −100−10.2% | Reduced |
| Ronald Blue Trust, Inc. | 899 | $64.4K | 0.00% | −13−1.4% | Reduced |
| Grove Bank & Trust | 903 | $64.7K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 904 | $64.7K | 0.01% | +82+10.0% | Added |
| Asset Dedication, LLC | 933 | $66.8K | 0.00% | −213−18.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 950 | $68.0K | 0.01% | −91−8.7% | Reduced |
| Capital Analysts, LLC | 990 | $70.0K | 0.00% | +1+0.1% | Added |
| 1015 Capital Partners, LLC | 1,004 | $71.9K | 0.06% | −4−0.4% | Reduced |
| CVA Family Office, LLC | 1,020 | $73.0K | 0.01% | −115−10.1% | Reduced |
| Gen-Wealth Partners Inc | 1,025 | $73.4K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,033 | $74.0K | 0.03% | −260−20.1% | Reduced |
| Ninety One North America, Inc. | 1,036 | $74.2K | 0.00% | −933−47.4% | Reduced |
| Onefund, LLC | 1,045 | $74.8K | 0.04% | −26−2.4% | Reduced |
| Ulland Investment Advisors, LLC | 1,043 | $75.0K | 0.06% | −65−5.9% | Reduced |
| Covestor Ltd | 1,036 | $75.0K | 0.04% | +310+42.7% | Added |
| Vanguard National Trust Co | 1,057 | $75.7K | 0.00% | −1,459−58.0% | Reduced |
| Webster Bank, N. A. | 1,058 | $75.8K | 0.01% | −150−12.4% | Reduced |
| First Financial Corp | 1,062 | $76.0K | 0.03% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 1,122 | $80.3K | 0.06% | +10+0.9% | Added |
| Financial Consulate, Inc | 1,128 | $80.8K | 0.01% | +6+0.5% | Added |
| First Command Advisory Services, Inc. | 1,132 | $81.1K | 0.00% | +557+96.9% | Added |
| Caldwell Sutter Capital, Inc. | 1,141 | $81.7K | 0.03% | 00.0% | Unchanged |