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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 1,214 | $86.9K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 1,228 | $87.9K | 0.01% | −946−43.5% | Reduced |
| Stephenson National Bank & Trust | 1,261 | $90.3K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,273 | $91.2K | 0.00% | +1,273 | New |
| Manchester Capital Management LLC | 1,274 | $91.2K | 0.01% | −178−12.3% | Reduced |
| Westpac Banking Corp | 1,279 | $91.6K | 0.01% | −2,577−66.8% | Reduced |
| Parkside Financial Bank & Trust | 1,319 | $94.4K | 0.01% | −4−0.3% | Reduced |
| South State Corp. | 1,331 | $95.3K | 0.00% | −260−16.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,357 | $97.0K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,366 | $97.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,473 | $105.5K | 0.00% | −803−35.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,475 | $105.6K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,493 | $106.9K | 0.01% | −118−7.3% | Reduced |
| Adirondack Trust Co | 1,521 | $108.9K | 0.03% | −20−1.3% | Reduced |
| Geneos Wealth Management Inc. | 1,534 | $109.9K | 0.00% | −50−3.2% | Reduced |
| Ameritas Advisory Services, LLC | 1,571 | $112.5K | 0.00% | +1,571 | New |
| Smithfield Trust Co | 1,560 | $113.0K | 0.00% | −100−6.0% | Reduced |
| Bangor Savings Bank | 1,589 | $113.8K | 0.01% | +488+44.3% | Added |
| Citizens National Bank Trust Department | 1,605 | $114.9K | 0.02% | −5−0.3% | Reduced |
| Basecamp Wealth Advisors LLC | 1,605 | $114.9K | 0.02% | +27+1.7% | Added |
| Acadian Asset Management LLC | 1,611 | $115.0K | 0.00% | −16,937−91.3% | Reduced |
| TOP Private Wealth LLC. | 1,621 | $116.1K | 0.11% | +1,621 | New |
| Crewe Advisors LLC | 1,638 | $117.3K | 0.01% | +33+2.1% | Added |
| Northstar Asset Management LLC | 1,633 | $117.5K | 0.02% | +1,633 | New |
| Ares Financial Consulting, LLC | 1,658 | $118.7K | 0.09% | −55−3.2% | Reduced |
| North Star Investment Management Corp. | 1,670 | $119.6K | 0.01% | −146−8.0% | Reduced |
| Colonial Trust Advisors | 1,670 | $119.6K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,690 | $121.0K | 0.00% | −263−13.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,774 | $127.0K | 0.00% | −3−0.2% | Reduced |
| GHP Investment Advisors, Inc. | 1,780 | $127.5K | 0.00% | −189−9.6% | Reduced |
| Broadwater Capital Management LLC | 1,822 | $130.5K | 0.09% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,861 | $133.2K | 0.01% | +1,861 | New |
| Continuum Advisory, LLC | 1,870 | $133.9K | 0.01% | +1,870 | New |
| True Wealth Design, LLC | 1,923 | $137.7K | 0.03% | +1,373+249.6% | Added |
| Centaurus Financial, Inc. | 1,924 | $138.0K | 0.01% | +28+1.5% | Added |
| Ancora Advisors, LLC | 1,931 | $138.3K | 0.00% | −732−27.5% | Reduced |
| International Assets Investment Management, LLC | 1,960 | $138.5K | 0.01% | −88−4.3% | Reduced |
| Cape Investment Advisory, Inc. | 1,989 | $142.4K | 0.04% | +1,989 | New |
| Aberdeen Wealth Management LLC | 1,999 | $143.1K | 0.07% | −1,300−39.4% | Reduced |
| Napier Financial, LLC | 2,054 | $147.1K | 0.03% | −26−1.3% | Reduced |
| City Holding Co | 2,059 | $147.4K | 0.02% | −379−15.5% | Reduced |
| Essential Partners LLC | 2,098 | $150.2K | 0.07% | +1,804+613.6% | Added |
| Smartleaf Asset Management LLC | 2,128 | $155.2K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,185 | $156.5K | 0.00% | −370−14.5% | Reduced |
| Innovative Asset Advisors Group, LLC | 2,211 | $158.3K | 0.07% | −406−15.5% | Reduced |
| Compagnie Lombard Odier SCmA | 2,268 | $162.4K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,272 | $162.7K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,284 | $163.0K | 0.00% | +47+2.1% | Added |
| McDonald Partners LLC | 2,344 | $167.8K | 0.04% | +2,344 | New |
| Manning & Napier Advisors LLC | 2,410 | $175.7K | 0.00% | +40+1.7% | Added |
| New England Capital Financial Advisors LLC | 2,543 | $182.1K | 0.04% | +10+0.4% | Added |
| Washington Trust Advisors, Inc. | 2,567 | $183.8K | 0.01% | +190+8.0% | Added |
| Bokf, NA | 2,569 | $183.9K | 0.00% | −323−11.2% | Reduced |
| Caldwell Trust Co | 2,569 | $183.9K | 0.01% | −205−7.4% | Reduced |
| Corient IA LLC | 2,660 | $190.5K | 0.18% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,672 | $191.3K | 0.06% | −148−5.2% | Reduced |
| St Germain D J Co Inc | 2,709 | $194.0K | 0.01% | −212−7.3% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 2,719 | $194.7K | 0.00% | −555,077−99.5% | Reduced |
| Colonial Trust Co | 2,733 | $195.7K | 0.02% | +45+1.7% | Added |
| Ferguson Wellman Capital Management, Inc | 2,797 | $200.3K | 0.00% | −367−11.6% | Reduced |
| First National Bank of Omaha | 2,750 | $200.5K | 0.01% | −352−11.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,805 | $200.8K | 0.01% | +113+4.2% | Added |
| Forbes J M & Co LLP | 2,806 | $200.9K | 0.02% | 00.0% | Unchanged |
| LGT Group Foundation | 2,814 | $201.5K | 0.00% | −792−22.0% | Reduced |
| Knightsbridge Asset Management, LLC | 2,843 | $203.5K | 0.03% | +2,843 | New |
| Tiemann Investment Advisors, LLC | 2,857 | $204.6K | 0.07% | −142−4.7% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 2,863 | $205.0K | 0.07% | +4+0.1% | Added |
| Harbour Investments, Inc. | 2,867 | $205.3K | 0.00% | +100+3.6% | Added |
| Copeland Capital Management, LLC | 2,872 | $205.6K | 0.00% | −588−17.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,882 | $206.4K | 0.01% | −1,190−29.2% | Reduced |
| Inscription Capital, LLC | 2,896 | $207.3K | 0.02% | +2,896 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,903 | $207.9K | 0.06% | +2,903 | New |
| NewEdge Wealth, LLC | 2,903 | $207.9K | 0.00% | +2,903 | New |
| Signature Wealth Management Partners, LLC | 2,910 | $208.4K | 0.10% | 00.0% | Unchanged |
| Boston Family Office LLC | 2,967 | $212.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,000 | $214.0K | 0.06% | 00.0% | Unchanged |
| Becker Capital Management Inc | 2,992 | $214.2K | 0.01% | +10.0% | Added |
| Systematic Financial Management LP | 3,000 | $214.8K | 0.00% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,003 | $215.0K | 0.01% | −126−4.0% | Reduced |
| Sentinus, LLC | 3,009 | $215.5K | 0.02% | +3,009 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,011 | $215.6K | 0.03% | −60−2.0% | Reduced |
| Level Four Advisory Services, LLC | 3,024 | $216.6K | 0.01% | +3,024 | New |
| General Partner, Inc. | 3,029 | $216.9K | 0.12% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,030 | $217.0K | 0.01% | +5+0.2% | Added |
| Flagship Harbor Advisors, LLC | 3,068 | $219.7K | 0.01% | −181−5.6% | Reduced |
| Independent Financial Group, LLC | 3,092 | $221.4K | 0.00% | −272−8.1% | Reduced |
| Claret Asset Management Corp | 3,119 | $223.0K | 0.02% | +3,119 | New |
| Proficio Capital Partners LLC | 3,118 | $223.2K | 0.01% | +3,118 | New |
| Deseret Mutual Benefit Administrators | 3,126 | $223.8K | 0.07% | −174−5.3% | Reduced |
| DF Dent & Co Inc | 3,165 | $226.6K | 0.00% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 3,167 | $226.8K | 0.14% | −546−14.7% | Reduced |
| Atomi Financial Group, Inc. | 3,182 | $227.8K | 0.01% | −35−1.1% | Reduced |
| Fruth Investment Management | 3,200 | $229.0K | 0.05% | −150−4.5% | Reduced |
| Mystic Asset Management, Inc. | 3,201 | $229.2K | 0.05% | 00.0% | Unchanged |
| Tannin Capital LLC | 3,205 | $229.5K | 0.15% | +3,205 | New |
| Invesco, LLC | 3,222 | $230.7K | 0.07% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,235 | $231.6K | 0.00% | −39−1.2% | Reduced |
| Philadelphia Investment Partners, LLC | 3,190 | $233.0K | 0.15% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,282 | $235.0K | 0.06% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,283 | $235.1K | 0.03% | −124−3.6% | Reduced |