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 |
|---|---|---|---|---|---|
| Fiduciary Group LLC | 3,303 | $236.5K | 0.02% | −200−5.7% | Reduced |
| Quadcap Wealth Management, LLC | 3,311 | $237.1K | 0.02% | +281+9.3% | Added |
| Kera Capital Partners, Inc. | 3,315 | $237.4K | 0.02% | +3,315 | New |
| Ameritas Investment Partners, Inc. | 3,341 | $239.2K | 0.01% | −145−4.2% | Reduced |
| Northwest Bancshares, Inc. | 3,343 | $239.4K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,347 | $239.6K | 0.01% | +547+19.5% | Added |
| TCTC Holdings, LLC | 3,351 | $239.9K | 0.01% | +289+9.4% | Added |
| Orographic Financial Advisors, LLC | 3,259 | $241.0K | 0.16% | 00.0% | Unchanged |
| Farmers National Bank | 3,375 | $241.7K | 0.05% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 3,392 | $242.9K | 0.02% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,394 | $243.0K | 0.04% | 00.0% | Unchanged |
| Holderness Investments Co | 3,418 | $244.7K | 0.04% | −77−2.2% | Reduced |
| Ellevest, Inc. | 3,348 | $245.7K | 0.03% | +96+3.0% | Added |
| Reuter James Wealth Management, LLC | 3,450 | $247.0K | 0.03% | +571+19.8% | Added |
| Insigneo Advisory Services, LLC | 3,463 | $248.0K | 0.01% | +3,463 | New |
| Resonant Capital Advisors, LLC | 3,487 | $249.7K | 0.01% | +225+6.9% | Added |
| Menora Mivtachim Holdings Ltd. | 3,500 | $250.6K | 0.00% | 00.0% | Unchanged |
| Howland Capital Management LLC | 3,523 | $252.2K | 0.01% | +199+6.0% | Added |
| StoneX Group Inc. | 3,426 | $252.5K | 0.01% | +3,426 | New |
| Arlington Partners LLC | 3,539 | $253.4K | 0.46% | +487+16.0% | Added |
| Evelyn Partners Group Ltd | 3,544 | $253.8K | 0.00% | +3,544 | New |
| Trust Co of Virginia | 3,560 | $254.9K | 0.02% | −153−4.1% | Reduced |
| Moody National Bank Trust Division | 3,596 | $257.5K | 0.02% | +30+0.8% | Added |
| Checchi Capital Advisers, LLC | 3,612 | $258.6K | 0.02% | −877−19.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,614 | $258.8K | 0.00% | +750+26.2% | Added |
| Cigna Investments Inc | 3,612 | $259.0K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 3,628 | $259.8K | 0.01% | +3,628 | New |
| Busey Wealth Management | 3,632 | $260.1K | 0.01% | −3−0.1% | Reduced |
| Sovereign Financial Group, Inc. | 3,646 | $261.0K | 0.04% | −136−3.6% | Reduced |
| Mirabella Financial Services LLP | 3,648 | $261.2K | 0.03% | +3,648 | New |
| EverSource Wealth Advisors, LLC | 3,688 | $264.1K | 0.01% | +1,070+40.9% | Added |
| GeoWealth Management, LLC | 3,700 | $264.9K | 0.01% | +3,700 | New |
| Fortress Private Ledger, LLC | 3,710 | $265.6K | 0.07% | −1,710−31.5% | Reduced |
| Profund Advisors LLC | 3,717 | $266.1K | 0.01% | +63+1.7% | Added |
| Charter Trust Co | 3,788 | $271.2K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,793 | $271.5K | 0.01% | +578+18.0% | Added |
| Hunter Perkins Capital Management, LLC | 3,801 | $272.0K | 0.06% | −181−4.5% | Reduced |
| Riversedge Advisors, LLC | 3,801 | $272.2K | 0.04% | +3,801 | New |
| Philadelphia Trust Co | 3,818 | $273.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,735 | $273.0K | 0.01% | −365−8.9% | Reduced |
| Atwood & Palmer Inc | 3,825 | $273.9K | 0.01% | 00.0% | Unchanged |
| First Western Trust Bank | 3,826 | $273.9K | 0.01% | 00.0% | Unchanged |
| 1st Source Bank | 3,833 | $274.4K | 0.01% | −87−2.2% | Reduced |
| Shelton Capital Management | 3,866 | $276.8K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3,898 | $279.1K | 0.06% | −8−0.2% | Reduced |
| Hancock Whitney Corp | 3,900 | $279.2K | 0.00% | −38−1.0% | Reduced |
| Patten & Patten Inc | 3,915 | $280.3K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 3,950 | $282.8K | 0.17% | +95+2.5% | Added |
| Gabelli Funds LLC | 4,000 | $286.4K | 0.00% | −1,400−25.9% | Reduced |
| Van Hulzen Asset Management, LLC | 4,000 | $286.4K | 0.02% | +4,000 | New |
| Knollwood Investment Advisory, LLC | 4,008 | $287.0K | 0.03% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 4,022 | $288.0K | 0.04% | −26,882−87.0% | Reduced |
| Wendell David Associates Inc | 4,027 | $288.0K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,065 | $291.0K | 0.00% | +4,065 | New |
| Aegis Wealth Management LLC | 4,069 | $291.3K | 0.14% | +4,069 | New |
| Pointe Capital Management LLC | 4,102 | $293.7K | 0.13% | −100−2.4% | Reduced |
| Oslo Pensjonsforsikring AS | 4,105 | $293.9K | 0.03% | +1,419+52.8% | Added |
| Prime Capital Investment Advisors, LLC | 4,111 | $294.3K | 0.00% | −85−2.0% | Reduced |
| Fidelis Capital Partners, LLC | 4,139 | $296.4K | 0.02% | +497+13.6% | Added |
| Shakespeare Wealth Management, Inc. | 4,142 | $296.6K | 0.08% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,154 | $297.4K | 0.00% | +17+0.4% | Added |
| Warner Group LLC | 4,192 | $300.1K | 0.07% | +4,192 | New |
| Meeder Advisory Services, Inc. | 4,193 | $300.2K | 0.01% | −2,117−33.5% | Reduced |
| Kingsview Wealth Management, LLC | 4,205 | $301.1K | 0.00% | −734−14.9% | Reduced |
| Texas Bank & Trust Co | 4,259 | $304.9K | 0.10% | +109+2.6% | Added |
| Drexel Morgan & Co. | 4,288 | $307.0K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 4,328 | $309.9K | 0.01% | −113−2.5% | Reduced |
| Phoenix Holdings Ltd. | 4,333 | $310.2K | 0.00% | +356+9.0% | Added |
| Agf Management Ltd | 4,339 | $310.7K | 0.00% | −39,325−90.1% | Reduced |
| Private Wealth Asset Management, LLC | 4,355 | $311.8K | 0.03% | −172−3.8% | Reduced |
| Valeo Financial Advisors, LLC | 4,357 | $311.9K | 0.01% | +959+28.2% | Added |
| Evergreen Wealth Solutions, LLC | 4,286 | $313.0K | 0.02% | +4,286 | New |
| Apella Capital, LLC | 4,274 | $313.9K | 0.00% | +117+2.8% | Added |
| Garrison Point Advisors, LLC | 4,385 | $314.0K | 0.13% | −490−10.1% | Reduced |
| Excalibur Management Corp | 4,399 | $314.9K | 0.10% | +10.0% | Added |
| Brookstone Capital Management | 4,399 | $315.0K | 0.00% | +4,399 | New |
| MQS Management LLC | 4,404 | $315.3K | 0.39% | −662−13.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,426 | $316.0K | 0.07% | +4,426 | New |
| Burling Wealth Partners, LLC | 4,425 | $316.8K | 0.05% | −282−6.0% | Reduced |
| VestGen Advisors, LLC | 4,426 | $316.9K | 0.01% | +1,221+38.1% | Added |
| Washington Trust Co | 4,431 | $317.3K | 0.01% | +108+2.5% | Added |
| Cypress Wealth Services, LLC | 4,440 | $317.9K | 0.04% | +4,440 | New |
| Private Trust Co NA | 4,464 | $319.6K | 0.03% | −10,387−69.9% | Reduced |
| Callan Family Office, LLC | 4,475 | $320.4K | 0.01% | −720−13.9% | Reduced |
| Employees Retirement System of Texas | 4,478 | $321.0K | 0.00% | −6,943−60.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,484 | $321.0K | 0.00% | +462+11.5% | Added |
| Evolve Private Wealth, LLC | 4,510 | $322.9K | 0.02% | +4,510 | New |
| Field & Main Bank | 4,516 | $323.3K | 0.07% | −2,890−39.0% | Reduced |
| Independent Advisor Alliance | 4,517 | $323.4K | 0.01% | −477−9.6% | Reduced |
| Guggenheim Capital LLC | 4,524 | $323.9K | 0.00% | +627+16.1% | Added |
| Beck Mack & Oliver LLC | 4,582 | $328.1K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,594 | $329.0K | 0.00% | −1,087−19.1% | Reduced |
| Quarry LP | 4,595 | $329.0K | 0.05% | +32+0.7% | Added |
| Mount Yale Investment Advisors, LLC | 4,598 | $329.1K | 0.01% | −443−8.8% | Reduced |
| Tower Research Capital LLC (TRC) | 4,653 | $333.2K | 0.01% | −9,938−68.1% | Reduced |
| Core Wealth Partners LLC | 4,670 | $334.4K | 0.14% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 4,672 | $334.5K | 0.14% | +392+9.2% | Added |
| V-Square Quantitative Management LLC | 4,673 | $334.6K | 0.03% | +779+20.0% | Added |
| RiverFront Investment Group, LLC | 4,736 | $339.1K | 0.00% | +4,736 | New |
| Wedmont Private Capital | 4,647 | $339.7K | 0.01% | −933−16.7% | Reduced |