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 |
|---|---|---|---|---|---|
| denkapparat Operations GmbH | 11,576 | $828.8K | 0.27% | +11,576 | New |
| North Dakota State Investment Board | 11,603 | $830.8K | 0.03% | −6,094−34.4% | Reduced |
| Hunter Associates Investment Management LLC | 11,574 | $833.0K | 0.10% | −1,640−12.4% | Reduced |
| Pallas Capital Advisors LLC | 11,809 | $845.5K | 0.03% | +11,809 | New |
| Guinness Atkinson Asset Management Inc | 11,961 | $856.4K | 0.38% | −820−6.4% | Reduced |
| Applied Finance Capital Management, LLC | 12,028 | $861.2K | 0.06% | −1,348−10.1% | Reduced |
| Sterling Capital Management LLC | 12,110 | $867.1K | 0.01% | −1,583−11.6% | Reduced |
| Trust Co of Vermont | 12,124 | $868.1K | 0.03% | +12,124 | New |
| Clearstead Advisors, LLC | 12,137 | $869.0K | 0.01% | +575+5.0% | Added |
| EntryPoint Capital, LLC | 12,159 | $870.6K | 0.21% | +9,417+343.4% | Added |
| Global Retirement Partners, LLC | 12,232 | $875.8K | 0.01% | +12,232 | New |
| Northwestern Mutual Investment Management Company, LLC | 12,303 | $880.9K | 0.01% | −136−1.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 12,439 | $890.6K | 0.05% | +3,353+36.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,560 | $899.3K | 0.03% | −1,200−8.7% | Reduced |
| Perigon Wealth Management, LLC | 12,653 | $905.9K | 0.01% | −163−1.3% | Reduced |
| Quantitative Investment Management, LLC | 12,662 | $906.0K | 0.10% | +12,662 | New |
| Tokio Marine Asset Management Co Ltd | 12,734 | $911.8K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,870 | $921.5K | 0.00% | −4,649−26.5% | Reduced |
| E. Ohman J:or Asset Management AB | 12,877 | $922.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 12,907 | $923.0K | 0.04% | +3,750+41.0% | Added |
| Pictet & Cie (Europe) SA | 12,904 | $923.9K | 0.02% | −442−3.3% | Reduced |
| Trivant Custom Portfolio Group, LLC | 12,905 | $924.0K | 0.49% | +314+2.5% | Added |
| AMG National Trust Bank | 13,099 | $937.9K | 0.02% | −5,591−29.9% | Reduced |
| Jump Financial, LLC | 13,103 | $938.2K | 0.01% | −21,310−61.9% | Reduced |
| Davenport & Co LLC | 13,162 | $942.4K | 0.00% | −967−6.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,170 | $943.0K | 0.00% | +1,566+13.5% | Added |
| CSS LLC | 13,403 | $959.7K | 0.04% | +1,750+15.0% | Added |
| Lafayette Investments, Inc. | 13,478 | $965.0K | 0.18% | −1,660−11.0% | Reduced |
| Vident Advisory, LLC | 13,545 | $969.8K | 0.01% | −33,377−71.1% | Reduced |
| Vontobel Holding Ltd. | 13,598 | $973.6K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 13,613 | $975.0K | 0.03% | +71+0.5% | Added |
| Chicago Partners Investment Group LLC | 13,810 | $977.3K | 0.02% | +13,810 | New |
| Diversified Trust Co | 13,650 | $977.3K | 0.02% | +4,325+46.4% | Added |
| Bleakley Financial Group, LLC | 13,912 | $996.1K | 0.01% | +3,349+31.7% | Added |
| Arthur M. Cohen & Associates, LLC | 14,000 | $1.00M | 0.16% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 14,007 | $1.00M | 0.03% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 14,076 | $1.01M | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 14,132 | $1.02M | 0.02% | +14,132 | New |
| Tufton Capital Management | 14,218 | $1.02M | 0.17% | −390−2.7% | Reduced |
| Gateway Investment Advisers LLC | 14,299 | $1.02M | 0.01% | +1,677+13.3% | Added |
| Dash Acquisitions Inc. | 13,860 | $1.03M | 0.21% | −849−5.8% | Reduced |
| Empirical Finance, LLC | 14,399 | $1.03M | 0.04% | +453+3.2% | Added |
| NBT Bank N A | 14,556 | $1.04M | 0.07% | −412−2.8% | Reduced |
| Systematic Alpha Investments, LLC | 14,610 | $1.05M | 0.03% | 00.0% | Unchanged |
| Weiss Asset Management LP | 14,686 | $1.05M | 0.01% | +14,686 | New |
| Glenmede Trust Co NA | 14,724 | $1.05M | 0.00% | −4,175−22.1% | Reduced |
| Goelzer Investment Management, Inc. | 14,944 | $1.07M | 0.05% | −207−1.4% | Reduced |
| Apollon Wealth Management, LLC | 14,948 | $1.07M | 0.01% | +5,115+52.0% | Added |
| Longfellow Investment Management Co LLC | 14,965 | $1.07M | 0.22% | +3,850+34.6% | Added |
| MUFG Securities EMEA plc | 15,019 | $1.08M | 0.01% | −958−6.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 15,161 | $1.11M | 0.02% | −1,254−7.6% | Reduced |
| Essex Financial Services, Inc. | 15,734 | $1.13M | 0.06% | −1,066−6.3% | Reduced |
| Rothschild Investment LLC | 15,748 | $1.13M | 0.04% | +11,973+317.2% | Added |
| Allspring Global Investments Holdings, LLC | 16,102 | $1.14M | 0.00% | −184−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 15,888 | $1.14M | 0.01% | +5,801+57.5% | Added |
| Great Valley Advisor Group, Inc. | 15,992 | $1.15M | 0.02% | +13,234+479.8% | Added |
| Shelter Ins Retirement Plan | 16,000 | $1.15M | 1.14% | 00.0% | Unchanged |
| Atom Investors LP | 16,001 | $1.15M | 0.10% | +12,233+324.7% | Added |
| Frec Markets, Inc. | 16,021 | $1.15M | 0.10% | +11,738+274.1% | Added |
| Cullen/Frost Bankers, Inc. | 16,043 | $1.15M | 0.01% | +12,523+355.8% | Added |
| Bailard, Inc. | 16,100 | $1.15M | 0.02% | −3,040−15.9% | Reduced |
| Bessemer Group Inc | 16,384 | $1.17M | 0.00% | +279+1.7% | Added |
| Mediolanum International Funds Ltd | 16,184 | $1.18M | 0.01% | +16,184 | New |
| Hillsdale Investment Management Inc. | 16,580 | $1.19M | 0.03% | +1,740+11.7% | Added |
| Diversify Wealth Management, LLC | 16,244 | $1.19M | 0.02% | +439+2.8% | Added |
| Diversify Advisory Services, LLC | 16,244 | $1.19M | 0.02% | +16,244 | New |
| QRG Capital Management, Inc. | 16,653 | $1.19M | 0.01% | −6,781−28.9% | Reduced |
| Twin City Private Wealth, LLC | 16,670 | $1.19M | 0.84% | +16,670 | New |
| Cypress Advisory Group LLC | 16,751 | $1.20M | 0.93% | +5,518+49.1% | Added |
| TD Waterhouse Canada Inc. | 17,033 | $1.20M | 0.00% | +10,842+175.1% | Added |
| Quadrature Capital Ltd | 16,991 | $1.22M | 0.01% | +16,991 | New |
| Walleye Capital LLC | 17,427 | $1.25M | 0.01% | −1,964−10.1% | Reduced |
| M. Kraus & Co | 17,619 | $1.26M | 0.33% | −5,496−23.8% | Reduced |
| Huntington National Bank | 17,695 | $1.27M | 0.01% | +2,077+13.3% | Added |
| Northwestern Mutual Wealth Management Co | 17,871 | $1.28M | 0.00% | +169+1.0% | Added |
| Transcend Wealth Collective, LLC | 17,966 | $1.29M | 0.09% | +8,308+86.0% | Added |
| YHB Investment Advisors, Inc. | 18,301 | $1.31M | 0.08% | −2,878−13.6% | Reduced |
| Pinnacle Associates Ltd | 18,554 | $1.33M | 0.01% | +383+2.1% | Added |
| We Are One Seven, LLC | 18,962 | $1.36M | 0.02% | +5,304+38.8% | Added |
| J.W. Cole Advisors, Inc. | 19,033 | $1.36M | 0.02% | −25−0.1% | Reduced |
| Riverview Capital Advisers, LLC | 19,053 | $1.36M | 0.39% | −6,626−25.8% | Reduced |
| Marks Group Wealth Management, Inc | 19,089 | $1.37M | 0.12% | +19,089 | New |
| Clarkston Capital Partners, LLC | 19,093 | $1.37M | 0.12% | −437−2.2% | Reduced |
| Tealwood Asset Management Inc | 19,194 | $1.37M | 0.53% | +81+0.4% | Added |
| Okabena Investment Services Inc | 19,297 | $1.38M | 0.25% | +3,033+18.6% | Added |
| New Mexico Educational Retirement Board | 19,408 | $1.39M | 0.03% | +1,500+8.4% | Added |
| Louisiana State Employees Retirement System | 19,600 | $1.40M | 0.02% | −200−1.0% | Reduced |
| Plato Investment Management Ltd | 19,718 | $1.40M | 0.08% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 19,603 | $1.40M | 0.60% | +5,877+42.8% | Added |
| Numerai GP LLC | 19,632 | $1.41M | 0.11% | −20,972−51.7% | Reduced |
| Boothbay Fund Management, LLC | 19,778 | $1.42M | 0.03% | +4,332+28.0% | Added |
| South Dakota Investment Council | 19,789 | $1.42M | 0.02% | +18,439+1,365.9% | Added |
| Capstone Investment Advisors, LLC | 19,861 | $1.42M | 0.01% | +14,346+260.1% | Added |
| Maryland State Retirement & Pension System | 20,204 | $1.45M | 0.02% | +997+5.2% | Added |
| Oppenheimer Asset Management Inc. | 20,308 | $1.45M | 0.02% | +13,190+185.3% | Added |
| Cresset Asset Management, LLC | 20,466 | $1.47M | 0.01% | +1,300+6.8% | Added |
| PEAK6 LLC | 20,719 | $1.48M | 0.04% | −45,185−68.6% | Reduced |
| Lido Advisors, LLC | 20,853 | $1.49M | 0.01% | +3,490+20.1% | Added |
| Arete Wealth Advisors, LLC | 21,110 | $1.51M | 0.10% | +99+0.5% | Added |
| Hartford Investment Management Co | 21,127 | $1.51M | 0.04% | −936−4.2% | Reduced |