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 |
|---|---|---|---|---|---|
| Pinnacle Bancorp, Inc. | 521 | $37.3K | 0.01% | +150+40.4% | Added |
| Owl Creek Wealth Partners LLC | 510 | $36.5K | 0.01% | +270+112.5% | Added |
| Wall Street Access Asset Management, LLC | 506 | $36.2K | 0.01% | +253+100.0% | Added |
| Toth Financial Advisory Corp | 500 | $35.8K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 500 | $35.8K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 500 | $35.8K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 499 | $35.8K | 0.01% | −12−2.3% | Reduced |
| First National Bank | 481 | $34.4K | 0.01% | +481 | New |
| Gables Capital Management Inc. | 475 | $34.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 473 | $33.9K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 431 | $30.9K | 0.00% | −247−36.4% | Reduced |
| United Community Bank | 425 | $30.4K | 0.01% | +120+39.3% | Added |
| Silver Grove Financial Group, Inc. | 422 | $30.2K | 0.02% | +422 | New |
| MCF Advisors LLC | 421 | $30.1K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 415 | $29.7K | 0.00% | +415 | New |
| Keating Financial Advisory Services, Inc. | 410 | $29.4K | 0.00% | +36+9.6% | Added |
| MTM Investment Management, LLC | 408 | $29.2K | 0.01% | 00.0% | Unchanged |
| Regatta Research & Money Management | 408 | $29.2K | 0.03% | +408 | New |
| Addison Advisors LLC | 406 | $29.1K | 0.01% | −2,894−87.7% | Reduced |
| Capital Advisors, Ltd. LLC | 400 | $29.0K | 0.00% | −62−13.4% | Reduced |
| Financial Network Wealth Advisors LLC | 405 | $29.0K | 0.03% | +5+1.3% | Added |
| ZRC Wealth Management, LLC | 402 | $28.8K | 0.01% | +382+1,910.0% | Added |
| Independence Bank of Kentucky | 401 | $28.7K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 400 | $28.6K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 397 | $28.4K | 0.02% | −153−27.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 396 | $28.4K | 0.04% | 00.0% | Unchanged |
| MidFirst Bank | 396 | $28.4K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 391 | $28.0K | 0.01% | −620−61.3% | Reduced |
| TFC Financial Management | 387 | $27.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 381 | $27.3K | 0.00% | +149+64.2% | Added |
| Vision Retirement, LLC | 378 | $27.1K | 0.01% | +1+0.3% | Added |
| Orion Capital Management LLC | 375 | $26.9K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 368 | $26.3K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 359 | $25.7K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 353 | $25.3K | 0.02% | 00.0% | Unchanged |
| Motco | 353 | $25.3K | 0.00% | +8+2.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 349 | $25.0K | 0.01% | −117−25.1% | Reduced |
| JFS Wealth Advisors, LLC | 348 | $24.9K | 0.00% | −22−5.9% | Reduced |
| American Capital Advisory, LLC | 348 | $24.9K | 0.01% | +6+1.8% | Added |
| Westside Investment Management, Inc. | 336 | $24.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 320 | $22.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 314 | $22.4K | 0.00% | −15−4.6% | Reduced |
| Prestige Wealth Management Group LLC | 304 | $21.8K | 0.00% | +11+3.8% | Added |
| Investment Research & Advisory Group, Inc. | 290 | $21.8K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 303 | $21.7K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $21.5K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 300 | $21.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 284 | $20.3K | 0.00% | −208−42.3% | Reduced |
| First United Bank Trust | 275 | $19.7K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 274 | $19.6K | 0.01% | +248+953.8% | Added |
| Activest Wealth Management | 268 | $19.2K | 0.00% | +179+201.1% | Added |
| GW&K Investment Management, LLC | 255 | $18.0K | 0.00% | +9+3.7% | Added |
| Measured Wealth Private Client Group, LLC | 251 | $18.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 250 | $17.9K | 0.00% | −103−29.2% | Reduced |
| Mascoma Wealth Management LLC | 250 | $17.9K | 0.00% | 00.0% | Unchanged |
| Burnham & Co LLC | 250 | $17.9K | 0.01% | +250 | New |
| Stance Capital LLC | 246 | $17.6K | 0.01% | −37,771−99.4% | Reduced |
| UMA Financial Services, Inc. | 246 | $17.6K | 0.00% | +22+9.8% | Added |
| Consultiva Wealth Management, Corp. | 245 | $17.5K | 0.04% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 237 | $17.0K | 0.00% | +35+17.3% | Added |
| Central Pacific Bank - Trust Division | 235 | $16.8K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $16.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 220 | $15.8K | 0.00% | −400−64.5% | Reduced |
| Meramec Financial Planners, LLC | 214 | $15.7K | 0.01% | −131−38.0% | Reduced |
| Nemes Rush Group LLC | 217 | $15.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 215 | $15.4K | 0.00% | −269−55.6% | Reduced |
| Birchbrook, Inc. | 212 | $15.2K | 0.01% | 00.0% | Unchanged |
| Bravera Wealth | 212 | $15.2K | 0.01% | −18−7.8% | Reduced |
| Crews Bank & Trust | 210 | $15.0K | 0.00% | −59−21.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 208 | $14.9K | 0.00% | −15−6.7% | Reduced |
| TD Capital Management LLC | 204 | $14.6K | 0.00% | +1+0.5% | Added |
| Barrett & Company, Inc. | 200 | $14.3K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $14.3K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 198 | $14.2K | 0.01% | +198 | New |
| Hara Capital LLC | 195 | $14.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 192 | $13.7K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 187 | $13.4K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 186 | $13.0K | 0.00% | +186 | New |
| Financial Perspectives, Inc | 180 | $12.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 174 | $12.5K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 174 | $12.4K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 171 | $12.2K | 0.01% | +171 | New |
| Tanglewood Legacy Advisors, LLC | 167 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 162 | $11.6K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 162 | $11.6K | 0.00% | +6+3.8% | Added |
| Rachor Investment Advisory Services, LLC | 160 | $11.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 155 | $11.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 156 | $11.0K | 0.00% | +107+218.4% | Added |
| Johnson Financial Group, Inc. | 152 | $10.9K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 150 | $10.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 148 | $10.6K | 0.00% | +148 | New |
| Cornerstone Planning Group LLC | 149 | $10.5K | 0.00% | +57+62.0% | Added |
| Tounjian Advisory Partners, LLC | 146 | $10.4K | 0.00% | +146 | New |
| Kilter Group LLC | 142 | $10.2K | 0.00% | +72+102.9% | Added |
| Vermillion Wealth Management, Inc. | 142 | $10.2K | 0.00% | +120+545.5% | Added |
| CNB Bank | 141 | $10.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 140 | $10.1K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 139 | $9.95K | 0.00% | +50+56.2% | Added |
| Sittner & Nelson, LLC | 137 | $9.81K | 0.00% | +19+16.1% | Added |
| Financial Management Professionals, Inc. | 137 | $9.81K | 0.00% | +137 | New |