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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 21,182 | $1.52M | 0.02% | −349−1.6% | Reduced |
| Balyasny Asset Management LLC | 21,268 | $1.52M | 0.00% | +15,069+243.1% | Added |
| Zurich Insurance Group Ltd | 21,400 | $1.53M | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 21,548 | $1.54M | 0.01% | +9,038+72.2% | Added |
| Atria Investments LLC | 21,765 | $1.56M | 0.02% | −980−4.3% | Reduced |
| Heritage Investors Management Corp | 21,791 | $1.56M | 0.04% | −1,340−5.8% | Reduced |
| Wealthfront Advisers LLC | 21,903 | $1.57M | 0.00% | −100.0% | Reduced |
| Beacon Pointe Advisors, LLC | 21,920 | $1.57M | 0.01% | −32−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 22,095 | $1.58M | 0.01% | +20,104+1,009.7% | Added |
| Woodline Partners LP | 22,135 | $1.58M | 0.00% | +6,934+45.6% | Added |
| HB Wealth Management, LLC | 22,190 | $1.59M | 0.01% | +10,701+93.1% | Added |
| Ridgewood Investments LLC | 22,228 | $1.59M | 0.60% | +4,768+27.3% | Added |
| Venture Visionary Partners LLC | 22,601 | $1.62M | 0.05% | −1,274−5.3% | Reduced |
| Norinchukin Bank, The | 22,792 | $1.63M | 0.02% | −1,360−5.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 23,102 | $1.65M | 0.37% | −18,861−44.9% | Reduced |
| JB Capital LLC | 23,173 | $1.66M | 0.06% | +49+0.2% | Added |
| Gsa Capital Partners LLP | 23,423 | $1.68M | 0.11% | −4,883−17.3% | Reduced |
| Cohen Klingenstein LLC | 23,500 | $1.68M | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23,522 | $1.68M | 0.01% | +2,449+11.6% | Added |
| Close Asset Management Ltd | 23,943 | $1.71M | 0.05% | +215+0.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 23,990 | $1.72M | 0.00% | −434−1.8% | Reduced |
| Principal Securities, Inc. | 24,439 | $1.75M | 0.02% | +11,863+94.3% | Added |
| Kentucky Retirement Systems | 24,634 | $1.76M | 0.04% | −45,062−64.7% | Reduced |
| Investment Management Corp of Ontario | 24,757 | $1.77M | 0.02% | −3,100−11.1% | Reduced |
| Crossmark Global Holdings, Inc. | 24,906 | $1.78M | 0.02% | +258+1.0% | Added |
| Fiduciary Trust Co | 25,131 | $1.80M | 0.02% | −2,926−10.4% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 25,262 | $1.81M | 0.07% | +6,231+32.7% | Added |
| Sheets Smith Wealth Management | 25,801 | $1.85M | 0.18% | −2,175−7.8% | Reduced |
| LRI Investments, LLC | 26,010 | $1.86M | 0.15% | +16+0.1% | Added |
| IFP Advisors, Inc | 26,109 | $1.87M | 0.03% | +3,732+16.7% | Added |
| Silvercrest Asset Management Group LLC | 26,362 | $1.89M | 0.01% | −1,214−4.4% | Reduced |
| Blair William & Co | 26,559 | $1.90M | 0.00% | +1,815+7.3% | Added |
| RSM US Wealth Management LLC | 26,685 | $1.91M | 0.02% | +11,017+70.3% | Added |
| Regents Gate Capital LLP | 26,993 | $1.93M | 2.57% | −148,432−84.6% | Reduced |
| Letson Investment Management, Inc. | 27,052 | $1.94M | 0.71% | +70.0% | Added |
| Ashton Thomas Securities, LLC | 27,089 | $1.94M | 0.29% | −7,683−22.1% | Reduced |
| GWM Advisors LLC | 27,068 | $1.94M | 0.01% | +15,420+132.4% | Added |
| Regions Financial Corp | 27,158 | $1.94M | 0.01% | −1,381−4.8% | Reduced |
| Canada Post Corp Registered Pension Plan | 27,192 | $1.95M | 0.07% | −2,856−9.5% | Reduced |
| Saudi Central Bank | 27,209 | $1.95M | 0.03% | +12,824+89.1% | Added |
| Aviso Financial Inc. | 27,958 | $2.00M | 0.07% | −9,910−26.2% | Reduced |
| First Manhattan Co | 28,187 | $2.02M | 0.01% | −4,062−12.6% | Reduced |
| Sivia Capital Partners, LLC | 28,976 | $2.07M | 0.25% | +28,976 | New |
| Gulf International Bank (UK) Ltd | 29,583 | $2.12M | 0.04% | −373−1.2% | Reduced |
| Chicago Capital, LLC | 29,629 | $2.12M | 0.05% | +5,671+23.7% | Added |
| Sarasin & Partners LLP | 29,891 | $2.14M | 0.03% | −516,392−94.5% | Reduced |
| Mizuho Securities USA LLC | 30,041 | $2.15M | 0.03% | +6,541+27.8% | Added |
| Hohimer Wealth Management, LLC | 30,262 | $2.17M | 0.22% | +1,621+5.7% | Added |
| Wesbanco Bank Inc | 30,354 | $2.17M | 0.05% | −2,701−8.2% | Reduced |
| Brown Shipley& Co Ltd | 30,585 | $2.19M | 1.13% | +1,278+4.4% | Added |
| Caisse des Depots Et Consignations | 31,126 | $2.23M | 0.04% | −24,199−43.7% | Reduced |
| Equitable Trust Co | 31,144 | $2.23M | 0.09% | −5,951−16.0% | Reduced |
| Shelter Mutual Insurance Co | 31,200 | $2.23M | 0.47% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 31,246 | $2.24M | 0.02% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 31,731 | $2.27M | 0.02% | +3,264+11.5% | Added |
| Kestra Advisory Services, LLC | 31,915 | $2.29M | 0.01% | +8,097+34.0% | Added |
| Ally Financial Inc. | 32,000 | $2.29M | 0.30% | +20,000+166.7% | Added |
| JustInvest LLC | 32,486 | $2.33M | 0.02% | +89+0.3% | Added |
| Circle Wealth Management, LLC | 32,851 | $2.35M | 0.03% | −454−1.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,265 | $2.38M | 0.01% | +2,536+8.3% | Added |
| Achmea Investment Management B.V. | 33,448 | $2.40M | 0.06% | +19,428+138.6% | Added |
| Public Employees Retirement Association of Colorado | 33,570 | $2.40M | 0.01% | −3,299−8.9% | Reduced |
| Jones Financial Companies LLLP | 33,415 | $2.45M | 0.00% | −206,155−86.1% | Reduced |
| Nomura Holdings Inc | 34,691 | $2.48M | 0.01% | +17,096+97.2% | Added |
| Argent Trust Co | 35,475 | $2.54M | 0.07% | +25,287+248.2% | Added |
| Alps Advisors Inc | 35,758 | $2.56M | 0.01% | +2,444+7.3% | Added |
| Liberty Capital Management, Inc. | 36,007 | $2.58M | 0.44% | +36,007 | New |
| Raiffeisen Bank International AG | 35,563 | $2.59M | 0.03% | +4,734+15.4% | Added |
| Meyer Handelman Co | 36,367 | $2.60M | 0.07% | −13,235−26.7% | Reduced |
| Merit Financial Group, LLC | 36,367 | $2.60M | 0.02% | +9,613+35.9% | Added |
| Allstate Corp | 36,559 | $2.62M | 0.03% | −7,466−17.0% | Reduced |
| Thrivent Financial for Lutherans | 36,585 | $2.62M | 0.00% | −49,483−57.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 36,658 | $2.62M | 0.06% | −3,536−8.8% | Reduced |
| Canandaigua National Bank & Trust Co | 36,663 | $2.63M | 0.22% | +36,663 | New |
| Rafferty Asset Management, LLC | 37,112 | $2.66M | 0.01% | +11,801+46.6% | Added |
| HM Payson & Co | 37,291 | $2.67M | 0.04% | −14,870−28.5% | Reduced |
| Natixis | 37,602 | $2.69M | 0.01% | −24,538−39.5% | Reduced |
| Wesleyan Assurance Society | 38,100 | $2.73M | 0.14% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 38,387 | $2.75M | 0.52% | +7,591+24.6% | Added |
| Summit Trail Advisors, LLC | 38,933 | $2.79M | 0.04% | +11,470+41.8% | Added |
| Procyon Private Wealth Partners, LLC | 39,119 | $2.80M | 0.12% | +997+2.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 39,474 | $2.83M | 0.00% | −100,485−71.8% | Reduced |
| Mutual of America Capital Management LLC | 39,560 | $2.83M | 0.03% | −1,797−4.3% | Reduced |
| Founders Financial Securities LLC | 40,016 | $2.87M | 0.15% | +26,092+187.4% | Added |
| Farmers & Merchants Investments Inc | 40,325 | $2.89M | 0.07% | −471−1.2% | Reduced |
| Kanawha Capital Management LLC | 40,338 | $2.89M | 0.19% | −1,846−4.4% | Reduced |
| Yousif Capital Management, LLC | 40,473 | $2.90M | 0.03% | −2,455−5.7% | Reduced |
| Bank of Nova Scotia | 40,653 | $2.91M | 0.00% | −18,410−31.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 42,218 | $3.02M | 0.03% | +3,306+8.5% | Added |
| Omers Administration Corp | 42,219 | $3.02M | 0.02% | +4,018+10.5% | Added |
| McMillan Office, Inc. | 42,260 | $3.03M | 0.35% | −215−0.5% | Reduced |
| Bradley Foster & Sargent Inc | 42,289 | $3.03M | 0.04% | −3,193−7.0% | Reduced |
| Ethic Inc. | 42,463 | $3.04M | 0.04% | −3,602−7.8% | Reduced |
| CIBC World Markets Inc. | 42,513 | $3.04M | 0.01% | −2,037−4.6% | Reduced |
| Oppenheimer & Co Inc | 42,747 | $3.06M | 0.03% | +34,459+415.8% | Added |
| Rockefeller Capital Management L.P. | 42,962 | $3.08M | 0.00% | −121,329−73.9% | Reduced |
| Allworth Financial LP | 43,593 | $3.12M | 0.01% | +7,606+21.1% | Added |
| Dark Forest Capital Management LP | 43,702 | $3.13M | 0.20% | +21,691+98.5% | Added |
| Keybank National Association | 43,759 | $3.13M | 0.01% | −6,560−13.0% | Reduced |
| Mackenzie Financial Corp | 44,270 | $3.17M | 0.00% | −10,015−18.4% | Reduced |