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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 4,746 | $339.8K | 0.01% | −4,698−49.7% | Reduced |
| Montag A & Associates Inc | 4,749 | $340.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,752 | $340.2K | 0.03% | +3,040+177.6% | Added |
| Voya Financial Advisors, Inc. | 4,685 | $341.6K | 0.03% | +4,685 | New |
| Ingalls & Snyder LLC | 4,771 | $342.0K | 0.01% | −380−7.4% | Reduced |
| Triangle Securities Wealth Management | 4,786 | $342.7K | 0.07% | −5,906−55.2% | Reduced |
| Capital Investment Counsel, Inc | 4,801 | $343.8K | 0.04% | +4,801 | New |
| Ascent Group, LLC | 4,801 | $343.8K | 0.01% | +1,425+42.2% | Added |
| Investment Advisory Services Inc | 4,842 | $346.7K | 0.10% | −50−1.0% | Reduced |
| Everett Harris & Co | 4,868 | $348.5K | 0.00% | +350+7.7% | Added |
| Choate Investment Advisors | 4,905 | $351.2K | 0.01% | −507−9.4% | Reduced |
| Tocqueville Asset Management L.P. | 4,907 | $351.3K | 0.00% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 4,938 | $353.6K | 0.02% | +4,938 | New |
| Grimes & Company, Inc. | 4,971 | $355.9K | 0.01% | +32+0.6% | Added |
| Signaturefd, LLC | 4,984 | $356.9K | 0.00% | +882+21.5% | Added |
| Baker Avenue Asset Management, LP | 4,997 | $357.8K | 0.01% | +4,997 | New |
| Rehmann Capital Advisory Group | 5,016 | $359.2K | 0.02% | −47−0.9% | Reduced |
| Cary Street Partners Financial LLC | 5,135 | $367.7K | 0.01% | +25+0.5% | Added |
| Dodge & Cox | 5,210 | $373.0K | 0.00% | −800−13.3% | Reduced |
| Kathmere Capital Management, LLC | 5,301 | $379.6K | 0.02% | +1,526+40.4% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,313 | $380.4K | 0.00% | +446+9.2% | Added |
| Ossiam | 5,339 | $382.3K | 0.01% | −35,590−87.0% | Reduced |
| Simmons Bank | 5,340 | $382.3K | 0.02% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 5,359 | $383.9K | 0.00% | −314−5.5% | Reduced |
| Stratos Wealth Partners, LTD. | 5,374 | $384.8K | 0.00% | −186−3.3% | Reduced |
| GAMMA Investing LLC | 5,382 | $385.4K | 0.01% | −1,844−25.5% | Reduced |
| Spirepoint Private Client, LLC | 5,385 | $385.6K | 0.03% | −46,623−89.6% | Reduced |
| Milestone Asset Management Group, LLC | 5,385 | $385.6K | 0.19% | +8+0.1% | Added |
| Sand Hill Global Advisors, LLC | 5,410 | $387.4K | 0.01% | +5,410 | New |
| Americana Partners, LLC | 5,471 | $391.7K | 0.01% | +2,048+59.8% | Added |
| Crestwood Advisors Group LLC | 5,473 | $391.9K | 0.01% | +1,760+47.4% | Added |
| Bull Street Advisors, LLC | 5,470 | $392.0K | 0.18% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 5,477 | $392.1K | 0.09% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 5,481 | $392.4K | 0.02% | +5,481 | New |
| Fifth Third Wealth Advisors LLC | 5,543 | $396.9K | 0.01% | +777+16.3% | Added |
| Siemens Fonds Invest GmbH | 5,558 | $398.0K | 0.02% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 5,631 | $403.2K | 0.07% | +13+0.2% | Added |
| Citizens Financial Group Inc | 5,651 | $404.6K | 0.00% | +5,651 | New |
| TD Private Client Wealth LLC | 5,669 | $405.9K | 0.01% | −592−9.5% | Reduced |
| OpenArc Corporate Advisory, LLC | 5,699 | $408.0K | 0.00% | +1,552+37.4% | Added |
| Two Sigma Securities, LLC | 5,710 | $408.8K | 0.04% | −22,373−79.7% | Reduced |
| Farther Finance Advisors, LLC | 5,780 | $414.2K | 0.00% | −17−0.3% | Reduced |
| Mutual Advisors, LLC | 5,788 | $414.4K | 0.01% | −49−0.8% | Reduced |
| Tema ETFs LLC | 5,801 | $415.4K | 0.01% | +435+8.1% | Added |
| Prelude Capital Management, LLC | 5,818 | $416.6K | 0.03% | +5,818 | New |
| ELCO Management Co., LLC | 5,862 | $419.7K | 0.18% | +446+8.2% | Added |
| Dearborn Partners LLC | 5,865 | $419.9K | 0.02% | 00.0% | Unchanged |
| American National Bank | 5,909 | $423.1K | 0.04% | −1,673−22.1% | Reduced |
| Glenview Trust Co | 5,923 | $424.1K | 0.01% | −93−1.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,954 | $426.3K | 0.03% | −210−3.4% | Reduced |
| Central Trust Co | 5,985 | $428.5K | 0.01% | −133−2.2% | Reduced |
| Meridian Management Co | 6,000 | $429.6K | 0.10% | 00.0% | Unchanged |
| Umb Bank N A | 6,001 | $429.7K | 0.01% | −4−0.1% | Reduced |
| FIL Ltd | 6,015 | $430.7K | 0.00% | −2,245−27.2% | Reduced |
| Curbstone Financial Management Corp | 6,062 | $434.0K | 0.07% | −326−5.1% | Reduced |
| Allred Capital Management, LLC | 6,065 | $434.3K | 0.14% | +101+1.7% | Added |
| Means Investment Co., Inc. | 6,074 | $434.9K | 0.03% | −69−1.1% | Reduced |
| Mission Wealth Management, LP | 6,075 | $435.0K | 0.01% | +6,075 | New |
| S-Bank Fund Management Ltd | 6,134 | $439.2K | 0.06% | +6,134 | New |
| WD Rutherford LLC | 6,142 | $439.8K | 0.16% | −15,823−72.0% | Reduced |
| Eventide Asset Management, LLC | 6,078 | $443.2K | 0.01% | +852+16.3% | Added |
| Financial Solutions Advisory Group, Inc. | 6,163 | $443.7K | 0.06% | +6,163 | New |
| Ritholtz Wealth Management | 6,213 | $444.9K | 0.01% | +2,089+50.7% | Added |
| Medallion Wealth Advisors, LLC | 6,214 | $444.9K | 0.15% | −672−9.8% | Reduced |
| Westhampton Capital, LLC | 6,218 | $445.2K | 0.18% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 6,247 | $447.3K | 0.09% | +6,247 | New |
| West Family Investments, Inc. | 6,264 | $448.5K | 0.13% | +6,264 | New |
| Ausdal Financial Partners, Inc. | 6,289 | $450.3K | 0.02% | +6+0.1% | Added |
| Bull Harbor Capital LLC | 6,313 | $452.0K | 0.09% | +6,313 | New |
| Meadowbrook Advisors Group, LLC | 6,325 | $452.9K | 0.24% | +6,325 | New |
| Auto-Owners Insurance Co | 6,393 | $457.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6,417 | $459.5K | 0.01% | −457−6.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,428 | $460.2K | 0.01% | +269+4.4% | Added |
| TCW Group Inc | 6,452 | $462.0K | 0.00% | +24+0.4% | Added |
| Sava Infond d.o.o. | 6,500 | $465.4K | 0.03% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 6,548 | $468.8K | 0.03% | −733−10.1% | Reduced |
| AlphaCore Capital LLC | 6,575 | $470.8K | 0.01% | +3,783+135.5% | Added |
| Parsons Capital Management Inc | 6,584 | $471.4K | 0.02% | +109+1.7% | Added |
| Amussen Hunsaker Associates LLC | 6,630 | $474.7K | 0.05% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 6,690 | $479.0K | 0.13% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,701 | $479.8K | 0.01% | +1,591+31.1% | Added |
| Johnson Investment Counsel Inc | 6,706 | $480.1K | 0.00% | −1,402−17.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,706 | $480.1K | 0.04% | −330−4.7% | Reduced |
| Romano Brothers and Company | 6,719 | $481.1K | 0.05% | −92−1.4% | Reduced |
| CAPROCK Group, Inc. | 6,784 | $485.8K | 0.01% | +187+2.8% | Added |
| Viewpoint Investment Partners Corp | 6,800 | $486.9K | 0.17% | −1,200−15.0% | Reduced |
| Kestra Private Wealth Services, LLC | 6,840 | $489.8K | 0.01% | −262−3.7% | Reduced |
| Marex Group plc | 6,845 | $490.1K | 0.00% | +3,731+119.8% | Added |
| Fire Capital Management LLC | 6,846 | $490.2K | 0.20% | −500−6.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,852 | $490.6K | 0.00% | −15,283−69.0% | Reduced |
| BTG Pactual Asset Management US LLC | 6,877 | $492.4K | 0.04% | +3,108+82.5% | Added |
| CX Institutional | 6,886 | $493.0K | 0.01% | +2,213+47.4% | Added |
| Eastern Bank | 6,952 | $497.8K | 0.01% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 7,005 | $501.6K | 0.21% | +1,967+39.0% | Added |
| Banque Transatlantique SA | 6,084 | $503.4K | 0.01% | +404+7.1% | Added |
| Buckingham Strategic Partners | 7,034 | $503.7K | 0.00% | +4,370+164.0% | Added |
| NorthCrest Asset Manangement, LLC | 6,998 | $503.9K | 0.01% | +3,776+117.2% | Added |
| BTC Capital Management, Inc. | 7,114 | $508.5K | 0.03% | −61,192−89.6% | Reduced |
| Resources Investment Advisors, LLC. | 7,120 | $509.8K | 0.00% | −1,217−14.6% | Reduced |
| Optas, LLC | 7,137 | $511.0K | 0.07% | +1,330+22.9% | Added |