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 |
|---|---|---|---|---|---|
| Broadwater Capital Management LLC | 1,822 | $130.5K | 0.09% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,780 | $127.5K | 0.00% | −189−9.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,774 | $127.0K | 0.00% | −3−0.2% | Reduced |
| Acropolis Investment Management, LLC | 1,690 | $121.0K | 0.00% | −263−13.5% | Reduced |
| North Star Investment Management Corp. | 1,670 | $119.6K | 0.01% | −146−8.0% | Reduced |
| Colonial Trust Advisors | 1,670 | $119.6K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 1,658 | $118.7K | 0.09% | −55−3.2% | Reduced |
| Northstar Asset Management LLC | 1,633 | $117.5K | 0.02% | +1,633 | New |
| Crewe Advisors LLC | 1,638 | $117.3K | 0.01% | +33+2.1% | Added |
| TOP Private Wealth LLC. | 1,621 | $116.1K | 0.11% | +1,621 | New |
| Acadian Asset Management LLC | 1,611 | $115.0K | 0.00% | −16,937−91.3% | Reduced |
| Citizens National Bank Trust Department | 1,605 | $114.9K | 0.02% | −5−0.3% | Reduced |
| Basecamp Wealth Advisors LLC | 1,605 | $114.9K | 0.02% | +27+1.7% | Added |
| Bangor Savings Bank | 1,589 | $113.8K | 0.01% | +488+44.3% | Added |
| Smithfield Trust Co | 1,560 | $113.0K | 0.00% | −100−6.0% | Reduced |
| Ameritas Advisory Services, LLC | 1,571 | $112.5K | 0.00% | +1,571 | New |
| Geneos Wealth Management Inc. | 1,534 | $109.9K | 0.00% | −50−3.2% | Reduced |
| Adirondack Trust Co | 1,521 | $108.9K | 0.03% | −20−1.3% | Reduced |
| Strategic Investment Advisors | 1,493 | $106.9K | 0.01% | −118−7.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,475 | $105.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,473 | $105.5K | 0.00% | −803−35.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,366 | $97.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,357 | $97.0K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 1,331 | $95.3K | 0.00% | −260−16.3% | Reduced |
| Parkside Financial Bank & Trust | 1,319 | $94.4K | 0.01% | −4−0.3% | Reduced |
| Westpac Banking Corp | 1,279 | $91.6K | 0.01% | −2,577−66.8% | Reduced |
| Manchester Capital Management LLC | 1,274 | $91.2K | 0.01% | −178−12.3% | Reduced |
| IFG Advisory, LLC | 1,273 | $91.2K | 0.00% | +1,273 | New |
| Stephenson National Bank & Trust | 1,261 | $90.3K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 1,228 | $87.9K | 0.01% | −946−43.5% | Reduced |
| Anchor Investment Management, LLC | 1,214 | $86.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,141 | $81.7K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,132 | $81.1K | 0.00% | +557+96.9% | Added |
| Financial Consulate, Inc | 1,128 | $80.8K | 0.01% | +6+0.5% | Added |
| Parvin Asset Management, LLC | 1,122 | $80.3K | 0.06% | +10+0.9% | Added |
| First Financial Corp | 1,062 | $76.0K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,058 | $75.8K | 0.01% | −150−12.4% | Reduced |
| Vanguard National Trust Co | 1,057 | $75.7K | 0.00% | −1,459−58.0% | Reduced |
| Ulland Investment Advisors, LLC | 1,043 | $75.0K | 0.06% | −65−5.9% | Reduced |
| Covestor Ltd | 1,036 | $75.0K | 0.04% | +310+42.7% | Added |
| Onefund, LLC | 1,045 | $74.8K | 0.04% | −26−2.4% | Reduced |
| Ninety One North America, Inc. | 1,036 | $74.2K | 0.00% | −933−47.4% | Reduced |
| Cromwell Holdings LLC | 1,033 | $74.0K | 0.03% | −260−20.1% | Reduced |
| Gen-Wealth Partners Inc | 1,025 | $73.4K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,020 | $73.0K | 0.01% | −115−10.1% | Reduced |
| 1015 Capital Partners, LLC | 1,004 | $71.9K | 0.06% | −4−0.4% | Reduced |
| Capital Analysts, LLC | 990 | $70.0K | 0.00% | +1+0.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 950 | $68.0K | 0.01% | −91−8.7% | Reduced |
| Asset Dedication, LLC | 933 | $66.8K | 0.00% | −213−18.6% | Reduced |
| Evermay Wealth Management LLC | 904 | $64.7K | 0.01% | +82+10.0% | Added |
| Grove Bank & Trust | 903 | $64.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 899 | $64.4K | 0.00% | −13−1.4% | Reduced |
| Estabrook Capital Management | 882 | $63.2K | 0.01% | −100−10.2% | Reduced |
| Spire Wealth Management | 877 | $62.8K | 0.00% | +99+12.7% | Added |
| Cary Street Partner Investment Advisory LLC | 858 | $61.4K | 0.01% | +134+18.5% | Added |
| Hanson & Doremus Investment Management | 847 | $61.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 833 | $59.6K | 0.01% | +13+1.6% | Added |
| Quent Capital, LLC | 828 | $59.3K | 0.00% | +118+16.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 824 | $59.0K | 0.00% | +2+0.2% | Added |
| Piscataqua Savings Bank | 822 | $58.9K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 805 | $57.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 800 | $57.3K | 0.01% | −95−10.6% | Reduced |
| SHP Wealth Management | 789 | $56.5K | 0.00% | +650+467.6% | Added |
| Pacifica Partners Inc. | 741 | $54.2K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 755 | $54.1K | 0.01% | +120+18.9% | Added |
| Rossby Financial, LCC | 752 | $53.8K | 0.01% | −19−2.5% | Reduced |
| First Horizon Corp | 751 | $53.8K | 0.00% | −9−1.2% | Reduced |
| Sawyer & Company, Inc | 750 | $53.7K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 750 | $53.7K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 739 | $52.9K | 0.01% | +611+477.3% | Added |
| Costello Asset Management, INC | 734 | $52.6K | 0.02% | +1+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 724 | $51.8K | 0.03% | 00.0% | Unchanged |
| Financial Life Planners | 708 | $50.7K | 0.03% | +5+0.7% | Added |
| Oakmont Corp | 705 | $50.5K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 700 | $50.1K | 0.00% | −272−28.0% | Reduced |
| Board of the Pension Protection Fund | 700 | $50.1K | 0.05% | +400+133.3% | Added |
| CoreCap Advisors, LLC | 698 | $50.0K | 0.00% | +30+4.5% | Added |
| Aventura Private Wealth, LLC | 654 | $46.8K | 0.01% | −48−6.8% | Reduced |
| Indiana Trust & Investment Management CO | 650 | $46.5K | 0.01% | −26−3.8% | Reduced |
| Acima Private Wealth, LLC | 650 | $46.5K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 649 | $46.5K | 0.00% | −206−24.1% | Reduced |
| Golden State Wealth Management, LLC | 648 | $46.4K | 0.00% | +359+124.2% | Added |
| Fortitude Family Office, LLC | 648 | $46.4K | 0.01% | +305+88.9% | Added |
| Community Bank, N.A. | 635 | $45.5K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 447 | $45.4K | 0.04% | +230+106.0% | Added |
| City State Bank | 624 | $44.7K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 620 | $44.4K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 615 | $44.1K | 0.01% | −4−0.6% | Reduced |
| SBI Securities Co., Ltd. | 606 | $43.4K | 0.00% | +9+1.5% | Added |
| Ramirez Asset Management, Inc. | 600 | $43.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 579 | $41.5K | 0.00% | +102+21.4% | Added |
| Bank of New Hampshire | 579 | $41.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 578 | $41.4K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 560 | $40.1K | 0.01% | −35−5.9% | Reduced |
| Meeder Asset Management Inc | 541 | $38.7K | 0.00% | +396+273.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 537 | $38.4K | 0.00% | −111−17.1% | Reduced |
| Community Financial Services Group, LLC | 536 | $37.9K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 526 | $37.7K | 0.02% | −96−15.4% | Reduced |
| WPG Advisers, LLC | 526 | $37.7K | 0.02% | +6+1.2% | Added |
| Bullock Wealth Management Group | 531 | $37.5K | 0.02% | +3+0.6% | Added |