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 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 130 | $9.31K | 0.00% | −37−22.2% | Reduced |
| JPL Wealth Management, LLC | 128 | $9.16K | 0.00% | −1−0.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 124 | $8.92K | 0.00% | +8+6.9% | Added |
| Cornerstone Financial Management LLC | 123 | $8.81K | 0.01% | +25+25.5% | Added |
| Chilton Capital Management LLC | 119 | $8.52K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 117 | $8.38K | 0.00% | −112−48.9% | Reduced |
| Investors Research Corp | 116 | $8.31K | 0.00% | +116 | New |
| Raffa Wealth Management, LLC | 114 | $8.16K | 0.00% | +11+10.7% | Added |
| Dorato Capital Management | 110 | $8.04K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 112 | $8.02K | 0.00% | +112 | New |
| Armstrong Advisory Group, Inc | 111 | $7.95K | 0.00% | −27−19.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 100 | $7.71K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 107 | $7.66K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 105 | $7.52K | 0.00% | −5−4.5% | Reduced |
| Logan Capital Management Inc | 101 | $7.23K | 0.00% | +101 | New |
| Lavaca Capital LLC | 100 | $7.16K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 100 | $7.16K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $7.16K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $7.16K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 98 | $7.02K | 0.00% | +98 | New |
| CKW Financial Group | 104 | $7.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 95 | $6.80K | 0.00% | +95 | New |
| Coastline Trust Co | 90 | $6.44K | 0.00% | −52−36.6% | Reduced |
| Rakuten Securities, Inc. | 90 | $6.44K | 0.00% | +88+4,400.0% | Added |
| Clear Street Markets LLC | 89 | $6.37K | 0.00% | +25+39.1% | Added |
| Bogart Wealth, LLC | 88 | $6.30K | 0.00% | +54+158.8% | Added |
| Downshift Financial, LLC | 85 | $6.09K | 0.00% | +85 | New |
| High Point Wealth Management, LLC | 80 | $5.73K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 79 | $5.71K | 0.00% | +79 | New |
| Kayne Anderson Rudnick Investment Management LLC | 79 | $5.66K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 79 | $5.66K | 0.00% | +67+558.3% | Added |
| Acumen Wealth Advisors, LLC | 77 | $5.51K | 0.00% | −163−67.9% | Reduced |
| Mosley Wealth Management | 77 | $5.48K | 0.00% | +2+2.7% | Added |
| First Community Trust NA | 75 | $5.37K | 0.00% | −61−44.9% | Reduced |
| Financial Gravity Companies, Inc. | 70 | $5.01K | 0.00% | +70 | New |
| Spurstone Advisory Services, LLC | 68 | $4.80K | 0.07% | +43+172.0% | Added |
| Provenance Wealth Advisors, LLC | 63 | $4.51K | 0.00% | +5+8.6% | Added |
| Main Street Group, LTD | 62 | $4.44K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 60 | $4.41K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 59 | $4.25K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 59 | $4.22K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 55 | $3.96K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 55 | $3.94K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 55 | $3.94K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 51 | $3.65K | 0.00% | +51 | New |
| Purpose Unlimited Inc. | 50 | $3.64K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 50 | $3.60K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 50 | $3.58K | 0.00% | −100−66.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 50 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 50 | $3.58K | 0.00% | +3+6.4% | Added |
| Markowski Investments | 50 | $3.58K | 0.00% | +50 | New |
| Y.D. More Investments Ltd | 13,982 | $3.36K | 0.00% | +569+4.2% | Added |
| Hoey Investments, Inc | 46 | $3.29K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 45 | $3.22K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 41 | $2.94K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 41 | $2.94K | 0.00% | +15+57.7% | Added |
| Peoples Financial Services Corp. | 40 | $2.86K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 39 | $2.79K | 0.00% | +39 | New |
| Fortis Group Advisors, LLC | 38 | $2.72K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 37 | $2.65K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $2.51K | 0.00% | +15+75.0% | Added |
| Axiom Investment Management LLC | 35 | $2.51K | 0.00% | +35 | New |
| Torren Management, LLC | 34 | $2.45K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 34 | $2.43K | 0.00% | −97−74.0% | Reduced |
| J.Safra Asset Management Corp | 34 | $2.43K | 0.00% | +34 | New |
| Westend Capital Management, LLC | 33 | $2.36K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 33 | $2.33K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 32 | $2.30K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 32 | $2.29K | 0.00% | −17−34.7% | Reduced |
| Duncker Streett & Co Inc | 32 | $2.29K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 32 | $2.27K | 0.00% | +1+3.2% | Added |
| Whipplewood Advisors, LLC | 31 | $2.22K | 0.00% | −92−74.8% | Reduced |
| Front Row Advisors LLC | 30 | $2.19K | 0.00% | −50−62.5% | Reduced |
| Ankerstar Wealth, LLC | 30 | $2.15K | 0.00% | −10−25.0% | Reduced |
| Aspect Partners, LLC | 29 | $2.08K | 0.00% | −18−38.3% | Reduced |
| BankPlus Trust Department | 29 | $2.08K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $2.00K | 0.00% | −52−65.0% | Reduced |
| Lodestone Wealth Management LLC | 28 | $2.00K | 0.00% | −15−34.9% | Reduced |
| Navigoe, LLC | 28 | $2.00K | 0.00% | +3+12.0% | Added |
| Pinney & Scofield, Inc. | 27 | $1.96K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 27 | $1.95K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 25 | $1.79K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 22 | $1.58K | 0.00% | +10+83.3% | Added |
| Caitong International Asset Management Co., Ltd | 22 | $1.57K | 0.00% | −6,457−99.7% | Reduced |
| Battery Global Advisors, LLC | 22 | $1.57K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $1.50K | 0.00% | −7−25.0% | Reduced |
| Security National Bank | 21 | $1.50K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 21 | $1.50K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 21 | $1.50K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 21 | $1.50K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $1.46K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 20 | $1.43K | 0.00% | −66−76.7% | Reduced |
| Private Wealth Management Group, LLC | 20 | $1.43K | 0.00% | −26−56.5% | Reduced |
| Dogwood Wealth Management LLC | 20 | $1.43K | 0.00% | −5−20.0% | Reduced |
| Sfam, LLC | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 18 | $1.29K | 0.00% | +18 | New |
| Stone House Investment Management, LLC | 17 | $1.23K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 17 | $1.22K | 0.00% | 00.0% | Unchanged |