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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.

Institutional holdersQ2 2026: 1,232 institutions
Q1 2021: 1,134 institutionsQ2 2021: 1,142 institutionsQ3 2021: 1,145 institutionsQ4 2021: 1,199 institutionsQ1 2022: 1,147 institutionsQ2 2022: 1,090 institutionsQ3 2022: 1,045 institutionsQ4 2022: 1,106 institutionsQ1 2023: 1,101 institutionsQ2 2023: 1,124 institutionsQ3 2023: 1,099 institutionsQ4 2023: 1,190 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,191 institutionsQ3 2024: 1,200 institutionsQ4 2024: 1,234 institutionsQ1 2025: 1,248 institutionsQ2 2025: 1,270 institutionsQ3 2025: 1,253 institutionsQ4 2025: 1,311 institutionsQ1 2026: 1,245 institutionsQ2 2026: 1,232 institutions
Value heldQ2 2026: $25.6B
Q1 2021: $25.7BQ2 2021: $29.4BQ3 2021: $29.5BQ4 2021: $30.9BQ1 2022: $27.1BQ2 2022: $25.0BQ3 2022: $22.6BQ4 2022: $27.8BQ1 2023: $30.1BQ2 2023: $31.9BQ3 2023: $28.7BQ4 2023: $31.9BQ1 2024: $34.8BQ2 2024: $34.1BQ3 2024: $37.4BQ4 2024: $33.7BQ1 2025: $36.8BQ2 2025: $34.8BQ3 2025: $31.1BQ4 2025: $30.9BQ1 2026: $26.6BQ2 2026: $25.6B
Institutions holding OTIS and their total value by quarter
QuarterHoldersValue
Q2 20261,232$25.6B
Q1 20261,245$26.6B
Q4 20251,311$30.9B
Q3 20251,253$31.1B
Q2 20251,270$34.8B
Q1 20251,248$36.8B
Q4 20241,234$33.7B
Q3 20241,200$37.4B
Q2 20241,191$34.1B
Q1 20241,202$34.8B
Q4 20231,190$31.9B
Q3 20231,099$28.7B
Q2 20231,124$31.9B
Q1 20231,101$30.1B
Q4 20221,106$27.8B
Q3 20221,045$22.6B
Q2 20221,090$25.0B
Q1 20221,147$27.1B
Q4 20211,199$30.9B
Q3 20211,145$29.5B
Q2 20211,142$29.4B
Q1 20211,134$25.7B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2026.

Institutions holding OTIS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Kerntke Otto McGlone Wealth Management Group0$00.00%−2,765−100.0%Sold out
Vann Equity Management LLC0$00.00%−2,710−100.0%Sold out
Kraematon Investment Advisors, Inc0$00.00%−2,698−100.0%Sold out
Eagle Wealth Advisors LLC0$00.00%−2,685−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−2,684−100.0%Sold out
LCM Capital Management Inc0$00.00%−2,670−100.0%Sold out
NTV Asset Management LLC0$00.00%−2,650−100.0%Sold out
Mengis Capital Management, Inc.0$00.00%−2,650−100.0%Sold out
Burke & Herbert Bank & Trust Co0$00.00%−2,649−100.0%Sold out
Montecito Bank & Trust0$00.00%−2,640−100.0%Sold out
Riverwater Partners LLC0$00.00%−2,639−100.0%Sold out
Supplemental Annuity Collective Trust of NJ0$00.00%−2,639−100.0%Sold out
R Squared Ltd0$00.00%−2,623−100.0%Sold out
Kuhn & Co Investment Counsel0$00.00%−2,609−100.0%Sold out
Wellington Shields & Co., LLC0$00.00%−2,346−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−1,850−100.0%Sold out
Bayforest Capital Ltd0$00.00%−1,712−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,652−100.0%Sold out
Trust Co0$00.00%−1,625−100.0%Sold out
RWM Asset Management, LLC0$00.00%−1,526−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−1,468−100.0%Sold out
Resources Management Corp0$00.00%−1,290−100.0%Sold out
Root Financial Partners, LLC0$00.00%−1,254−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−901−100.0%Sold out
Capula Management Ltd0$00.00%−760−100.0%Sold out
Bellevue Asset Management, LLC0$00.00%−716−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−538−100.0%Sold out
Wellington Shields Capital Management, LLC0$00.00%−400−100.0%Sold out
Missouri Trust & Investment Co0$00.00%−295−100.0%Sold out
Golden State Equity Partners0$00.00%−226−100.0%Sold out
Clayton Financial Group LLC0$00.00%−175−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−154−100.0%Sold out
Cetera Trust Company, N.A0$00.00%−150−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−144−100.0%Sold out
Timothy G. Youngquist 2020 Irrevocable Trust0$00.00%−137−100.0%Sold out
Clean Yield Group0$00.00%−134−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−127−100.0%Sold out
Swiss Re Ltd0$00.00%−104−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%−100−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−80−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−71−100.0%Sold out
United Financial Planning Group LLC0$00.00%−51−100.0%Sold out
Pension & Wealth Management Advisors, Inc.0$00.00%−50−100.0%Sold out
Westfuller Advisors, LLC0$00.00%−47−100.0%Sold out
Greykasell Wealth Strategies, Inc.0$00.00%−35−100.0%Sold out
Financial Freedom, LLC0$00.00%−28−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−27−100.0%Sold out
Murphy & Mullick Capital Management Corp0$00.00%−26−100.0%Sold out
Clark Wealth Partners0$00.00%−24−100.0%Sold out
Gilpin Wealth Management, LLC0$00.00%−16−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−11−100.0%Sold out
Evergreen Advisors, LLC0$00.00%−9−100.0%Sold out
Breakwater Investment Management0$00.00%−6−100.0%Sold out
Old Point Trust & Financial Services N A0$00.00%−6−100.0%Sold out
TopTier Wealth Management, LLC0$00.00%−5−100.0%Sold out
Curio Wealth, LLC0$00.00%−3−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed
Canandaigua National Corp––––Not filed
Richard Bernstein Advisors LLC––––Not filed
Skopos Labs, Inc.––––Not filed
Canandaigua National Trust Co of Florida––––Not filed
Exencial Wealth Advisors, LLC––––Not filed
Journey Strategic Wealth LLC––––Not filed
Strategic Planning, Inc.––––Not filed
U.S. Capital Wealth Advisors, LLC––––Not filed
First Affirmative Financial Network––––Not filed
Charter Oak Capital Management, LLC––––Not filed
Evelyn Partners Asset Management Ltd––––Not filed
Evelyn Partners Investment Management LLP––––Not filed
Evelyn Partners Investment Management Services Ltd––––Not filed
Trask Adam Roland––––Not filed
Sunbelt Securities, Inc.––––Not filed
Red Tortoise LLC––––Not filed
Sofos Investments, Inc.––––Not filed
McIlrath & Eck, LLC––––Not filed
Anfield Capital Management, LLC––––Not filed
North Ridge Wealth Advisors, Inc.––––Not filed