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 |
|---|---|---|---|---|---|
| Ar Asset Management Inc | 7,150 | $512.0K | 0.09% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 7,257 | $519.6K | 0.05% | +850+13.3% | Added |
| Azzad Asset Management Inc | 7,347 | $526.0K | 0.05% | −2,069−22.0% | Reduced |
| Lee Danner & Bass Inc | 7,351 | $526.3K | 0.03% | +16+0.2% | Added |
| Caisse de Depot Et Placement du Quebec | 7,367 | $527.5K | 0.00% | +7,367 | New |
| Landscape Capital Management, L.L.C. | 7,372 | $527.8K | 0.03% | −30,340−80.5% | Reduced |
| Polymer Capital Management (US) LLC | 7,386 | $528.8K | 0.08% | +1,386+23.1% | Added |
| Soltis Investment Advisors LLC | 7,422 | $531.4K | 0.03% | +1,280+20.8% | Added |
| AlphaGrep UK Ltd | 7,457 | $533.9K | 0.16% | −5,793−43.7% | Reduced |
| Birch Hill Investment Advisors LLC | 7,537 | $539.6K | 0.02% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 7,567 | $541.8K | 0.01% | +3,583+89.9% | Added |
| Krilogy Financial LLC | 7,664 | $548.7K | 0.02% | +7,664 | New |
| Sit Investment Associates Inc | 7,680 | $550.0K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 7,692 | $551.0K | 0.03% | −5,741−42.7% | Reduced |
| Centiva Capital, LP | 7,702 | $551.5K | 0.02% | +7,702 | New |
| Compass Wealth Management LLC | 7,741 | $554.3K | 0.10% | +7,741 | New |
| Dumont & Blake Investment Advisors LLC | 7,743 | $554.4K | 0.12% | −340−4.2% | Reduced |
| MSH Capital Advisors LLC | 7,755 | $555.3K | 0.10% | +7,755 | New |
| Quotient Wealth Partners, LLC | 7,788 | $557.6K | 0.01% | +1,343+20.8% | Added |
| Pring Turner Capital Group Inc | 7,575 | $559.3K | 0.32% | 00.0% | Unchanged |
| Vestcor Inc | 7,833 | $561.0K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 7,841 | $561.4K | 0.03% | −1,424−15.4% | Reduced |
| ICW Investment Advisors LLC | 7,865 | $563.2K | 0.20% | +112+1.4% | Added |
| Curated Wealth Partners LLC | 7,870 | $563.5K | 0.07% | +430+5.8% | Added |
| Parallel Advisors, LLC | 7,918 | $566.9K | 0.01% | +1,653+26.4% | Added |
| State of Wyoming | 7,978 | $571.2K | 0.06% | +1,094+15.9% | Added |
| Laird Norton Trust Company, LLC | 8,045 | $576.0K | 0.01% | −955−10.6% | Reduced |
| BKD Wealth Advisors, LLC | 8,070 | $577.8K | 0.01% | −1,676−17.2% | Reduced |
| Stoneridge Investment Partners LLC | 8,092 | $582.0K | 0.38% | +8,092 | New |
| Anchyra Partners LLC | 8,195 | $586.8K | 0.14% | −159−1.9% | Reduced |
| Burney Co | 8,313 | $595.2K | 0.02% | −6,076−42.2% | Reduced |
| Woodstock Corp | 8,355 | $598.2K | 0.05% | −702−7.8% | Reduced |
| Quadrant Capital Group LLC | 8,364 | $598.9K | 0.02% | −5,230−38.5% | Reduced |
| ProVise Management Group, LLC | 8,365 | $598.9K | 0.04% | +8,365 | New |
| Monarch Capital Management Inc | 8,460 | $605.7K | 0.14% | −373−4.2% | Reduced |
| Vise Technologies, Inc. | 8,463 | $605.9K | 0.01% | +1,896+28.9% | Added |
| Trust Co of Toledo NA | 8,571 | $613.7K | 0.05% | −119−1.4% | Reduced |
| Concurrent Investment Advisors, LLC | 8,690 | $622.2K | 0.01% | +1,007+13.1% | Added |
| Sone Capital Management, LLC | 8,693 | $622.4K | 0.05% | −117,558−93.1% | Reduced |
| Cooper Financial Group | 8,723 | $624.6K | 0.05% | −1,024−10.5% | Reduced |
| Rockland Trust Co | 8,725 | $624.7K | 0.02% | −130−1.5% | Reduced |
| Arkadios Wealth Advisors | 8,793 | $629.6K | 0.01% | +292+3.4% | Added |
| STRS Ohio | 8,814 | $631.1K | 0.00% | −519−5.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,845 | $632.6K | 0.00% | −956−9.8% | Reduced |
| Whittier Trust Co | 8,637 | $634.7K | 0.01% | −852−9.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $639.4K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 9,002 | $644.5K | 0.00% | −42,231−82.4% | Reduced |
| IMA Wealth, Inc. | 9,020 | $645.9K | 0.04% | −216−2.3% | Reduced |
| Integrity Alliance, LLC. | 9,037 | $647.1K | 0.02% | +6,223+221.1% | Added |
| Greenleaf Trust | 9,038 | $647.1K | 0.01% | −350−3.7% | Reduced |
| Home Federal Bank of Tennessee | 9,080 | $650.1K | 0.14% | +29+0.3% | Added |
| IMC-Chicago, LLC | 9,136 | $654.1K | 0.01% | +3,795+71.1% | Added |
| Snowden Capital Advisors LLC | 9,140 | $654.4K | 0.02% | −660−6.7% | Reduced |
| Ballentine Partners, LLC | 9,252 | $662.4K | 0.01% | −44−0.5% | Reduced |
| Metis Global Partners, LLC | 9,273 | $663.9K | 0.02% | −1,772−16.0% | Reduced |
| Warren Averett Asset Management, LLC | 9,389 | $672.2K | 0.00% | +2,359+33.6% | Added |
| EFG International AG | 9,391 | $672.4K | 0.01% | −2,508−21.1% | Reduced |
| Salem Investment Counselors Inc | 9,460 | $677.3K | 0.02% | −42−0.4% | Reduced |
| ASR Vermogensbeheer N.V. | 9,524 | $681.9K | 0.01% | −12,368−56.5% | Reduced |
| Rossmore Private Capital | 9,654 | $691.2K | 0.06% | −2,050−17.5% | Reduced |
| Advisors Asset Management, Inc. | 9,665 | $692.0K | 0.01% | −372−3.7% | Reduced |
| Principle Wealth Partners LLC | 9,706 | $695.0K | 0.03% | −972−9.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,731 | $696.7K | 0.02% | −268−2.7% | Reduced |
| Elyxium Wealth, LLC | 9,790 | $701.0K | 0.07% | +9,790 | New |
| Bridges Investment Management Inc | 9,815 | $702.8K | 0.01% | +675+7.4% | Added |
| NorthRock Partners, LLC | 9,845 | $704.9K | 0.01% | +4,381+80.2% | Added |
| Moody Lynn & Lieberson, LLC | 9,903 | $709.1K | 0.04% | −247−2.4% | Reduced |
| United Capital Financial Advisers, LLC | 9,942 | $711.8K | 0.00% | −478−4.6% | Reduced |
| Revisor Wealth Management LLC | 9,952 | $712.6K | 0.17% | +9,952 | New |
| EP Wealth Advisors, LLC | 9,968 | $713.7K | 0.00% | +2,565+34.6% | Added |
| Axxcess Wealth Management, LLC | 9,987 | $715.1K | 0.01% | +9,987 | New |
| Headlands Technologies LLC | 10,027 | $717.9K | 0.08% | +3,769+60.2% | Added |
| Groupama Asset Managment | 9,848 | $718.1K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 10,073 | $721.2K | 0.25% | −1,969−16.4% | Reduced |
| RMB Capital Management, LLC | 10,115 | $724.3K | 0.01% | +3,619+55.7% | Added |
| Atlantic Union Bankshares Corp | 10,131 | $725.4K | 0.01% | −6,760−40.0% | Reduced |
| Ascent Wealth Partners, LLC | 10,158 | $727.3K | 0.07% | +397+4.1% | Added |
| Larson Financial Group LLC | 10,174 | $728.5K | 0.02% | −2,890−22.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,223 | $732.0K | 0.04% | −177−1.7% | Reduced |
| Chiron Capital Management, LLC | 10,302 | $737.6K | 0.66% | +6,802+194.3% | Added |
| Panagora Asset Management Inc | 10,312 | $738.3K | 0.00% | +7,685+292.5% | Added |
| Daymark Wealth Partners, LLC | 10,346 | $740.7K | 0.02% | +710+7.4% | Added |
| Brighton Jones LLC | 10,347 | $740.9K | 0.01% | +4,009+63.3% | Added |
| Sequoia Financial Advisors, LLC | 10,387 | $743.7K | 0.00% | +1,166+12.6% | Added |
| Chicago Trust Co NA | 10,410 | $745.4K | 0.11% | +7,693+283.1% | Added |
| Securian Asset Management, Inc | 10,196 | $748.9K | 0.03% | −301−2.9% | Reduced |
| Ostrum Asset Management | 10,560 | $756.1K | 0.04% | +2,980+39.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,599 | $758.9K | 0.01% | +3,704+53.7% | Added |
| Hartford Funds Management Co LLC | 10,654 | $762.9K | 0.06% | −2,219−17.2% | Reduced |
| Stephens Inc | 10,677 | $764.4K | 0.01% | +4,368+69.2% | Added |
| MASTERINVEST Kapitalanlage GmbH | 10,918 | $781.7K | 0.07% | 00.0% | Unchanged |
| Scotia Capital Inc. | 10,955 | $784.4K | 0.00% | −540−4.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 10,976 | $785.9K | 0.17% | −3,350−23.4% | Reduced |
| Magnetar Financial LLC | 11,016 | $788.7K | 0.01% | +11,016 | New |
| Neville Rodie & Shaw Inc | 11,108 | $795.0K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,145 | $798.0K | 0.01% | +1,207+12.1% | Added |
| Brinker Capital Investments, LLC | 11,170 | $799.7K | 0.01% | −14,861−57.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,304 | $809.4K | 0.17% | +6,434+132.1% | Added |
| Western Wealth Management, LLC | 11,462 | $820.7K | 0.03% | −1,009−8.1% | Reduced |
| MUFG Securities Americas Inc. | 11,558 | $827.6K | 0.04% | +802+7.5% | Added |