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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 111,589 | $7.99M | 0.00% | −76,409−40.6% | Reduced |
| Arizona State Retirement System | 111,451 | $7.98M | 0.04% | +5,556+5.2% | Added |
| Public Employees Retirement System of Ohio | 109,524 | $7.84M | 0.02% | −4,055−3.6% | Reduced |
| Czech National Bank | 109,220 | $7.82M | 0.04% | +3,354+3.2% | Added |
| Brown Advisory Inc | 108,030 | $7.73M | 0.01% | −8,257−7.1% | Reduced |
| Federated Hermes, Inc. | 106,593 | $7.63M | 0.01% | +303+0.3% | Added |
| Banco Santander, S.A. | 106,257 | $7.61M | 0.05% | +97,778+1,153.2% | Added |
| SEB Asset Management AB | 105,813 | $7.58M | 0.03% | +4,444+4.4% | Added |
| Clifford Swan Investment Counsel LLC | 105,779 | $7.57M | 0.24% | +14,787+16.3% | Added |
| Veritas Asset Management LLP | 105,652 | $7.56M | 0.14% | +105,652 | New |
| Susquehanna International Group, LLP | 103,467 | $7.41M | 0.01% | −218,109−67.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 107,040 | $7.32M | 0.01% | +42,949+67.0% | Added |
| Mercer Global Advisors Inc | 100,961 | $7.23M | 0.01% | +42,981+74.1% | Added |
| Commonwealth Equity Services, LLC | 99,252 | $7.11M | 0.01% | −3,226−3.1% | Reduced |
| Holowesko Partners Ltd. | 98,300 | $7.04M | 1.78% | +87,400+801.8% | Added |
| Baldwin Brothers Inc | 98,210 | $7.03M | 0.46% | −1,952−1.9% | Reduced |
| State of Michigan Retirement System | 98,207 | $7.03M | 0.03% | −3,300−3.3% | Reduced |
| Edgestream Partners, L.P. | 97,850 | $7.01M | 0.21% | +97,850 | New |
| Carnegie Capital Asset Management, LLC | 97,780 | $7.00M | 0.14% | −135,794−58.1% | Reduced |
| Kempen Capital Management N.V. | 97,627 | $6.99M | 0.05% | −70,571−42.0% | Reduced |
| Captrust Financial Advisors | 94,934 | $6.80M | 0.01% | +1,112+1.2% | Added |
| Connecticut Wealth Management, LLC | 94,662 | $6.78M | 0.25% | −2,949−3.0% | Reduced |
| Levin Capital Strategies, L.P. | 94,550 | $6.77M | 0.45% | +94,550 | New |
| Invenomic Capital Management LP | 92,561 | $6.63M | 0.40% | +28,509+44.5% | Added |
| Jane Street Group, LLC | 91,544 | $6.55M | 0.00% | −83,484−47.7% | Reduced |
| Impax Asset Management Group plc | 91,163 | $6.53M | 0.04% | +1,296+1.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 91,163 | $6.53M | 0.01% | +8,907+10.8% | Added |
| IFM Investors Pty Ltd | 89,794 | $6.43M | 0.04% | +9,218+11.4% | Added |
| Voya Investment Management LLC | 88,933 | $6.37M | 0.01% | −1,385−1.5% | Reduced |
| Pinnacle Financial Partners, Inc. | 88,865 | $6.36M | 0.04% | −674−0.8% | Reduced |
| Fifth Third Bancorp | 87,963 | $6.30M | 0.01% | +6,249+7.6% | Added |
| MetLife Investment Management | 87,790 | $6.29M | 0.03% | −3,060−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 87,336 | $6.26M | 0.01% | +514+0.6% | Added |
| Nisa Investment Advisors, LLC | 86,566 | $6.20M | 0.02% | −12,908−13.0% | Reduced |
| Cloverfields Capital Group, LP | 86,011 | $6.16M | 1.86% | −3,053−3.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 84,752 | $6.07M | 0.03% | −5,798−6.4% | Reduced |
| Algert Global LLC | 83,789 | $6.00M | 0.07% | +58,512+231.5% | Added |
| Hantz Financial Services, Inc. | 83,554 | $5.98M | 0.08% | +53,855+181.3% | Added |
| WSFS Capital Management, LLC | 82,600 | $5.91M | 0.26% | +19,132+30.1% | Added |
| Louisbourg Investments Inc. | 103,067 | $5.81M | 1.07% | +19,360+23.1% | Added |
| ProShare Advisors LLC | 81,153 | $5.81M | 0.01% | +11,495+16.5% | Added |
| Qsemble Capital Management, LP | 81,146 | $5.81M | 0.74% | −17,369−17.6% | Reduced |
| Nykredit A/S | 80,937 | $5.80M | 0.02% | +80,937 | New |
| Retirement Systems of Alabama | 80,611 | $5.77M | 0.02% | −1,936−2.3% | Reduced |
| BLI - Banque de Luxembourg Investments | 78,442 | $5.73M | 0.20% | −34,935−30.8% | Reduced |
| Capitolis Liquid Global Markets LLC | 79,453 | $5.69M | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 78,675 | $5.63M | 0.01% | +570+0.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 78,615 | $5.63M | 0.04% | +46,684+146.2% | Added |
| Eliot Finkel Investment Counsel, LLC | 77,285 | $5.53M | 2.59% | +77,285 | New |
| Intech Investment Management LLC | 73,818 | $5.29M | 0.05% | +21,888+42.1% | Added |
| Morningstar Investment Management LLC | 68,541 | $5.28M | 0.33% | 00.0% | Unchanged |
| Windward Capital Management Co | 73,090 | $5.23M | 0.40% | −115−0.2% | Reduced |
| Bahl & Gaynor Inc | 72,367 | $5.18M | 0.02% | −5,960−7.6% | Reduced |
| Empowered Funds, LLC | 72,123 | $5.16M | 0.03% | +6,583+10.0% | Added |
| Vinva Investment Management Ltd | 70,008 | $5.10M | 0.03% | +3,138+4.7% | Added |
| Xponance, Inc. | 69,348 | $4.97M | 0.03% | −723−1.0% | Reduced |
| Evergreen Capital Management LLC | 69,267 | $4.96M | 0.09% | +5,443+8.5% | Added |
| Elo Mutual Pension Insurance Co | 69,251 | $4.96M | 0.06% | −13,985−16.8% | Reduced |
| MML Investors Services, LLC | 69,198 | $4.95M | 0.01% | +33,448+93.6% | Added |
| Axq Capital, LP | 68,599 | $4.91M | 0.53% | +4,397+6.8% | Added |
| Delta Asset Management LLC | 68,374 | $4.90M | 0.42% | +203+0.3% | Added |
| Amalgamated Bank | 68,084 | $4.88M | 0.03% | −2,925−4.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 68,024 | $4.87M | 0.01% | +7,823+13.0% | Added |
| Ieq Capital, LLC | 67,713 | $4.85M | 0.02% | +54,864+427.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 66,935 | $4.79M | 0.09% | +61,775+1,197.2% | Added |
| Groupe la Francaise | 66,940 | $4.79M | 0.06% | +6,529+10.8% | Added |
| Commerce Bank | 66,323 | $4.75M | 0.02% | +95+0.1% | Added |
| State of Tennessee, Treasury Department | 66,092 | $4.73M | 0.01% | +19,535+42.0% | Added |
| Aquatic Capital Management LLC | 65,730 | $4.71M | 0.16% | −34,879−34.7% | Reduced |
| Lincoln Capital LLC | 65,323 | $4.68M | 0.83% | −2,552−3.8% | Reduced |
| Rakuten Investment Management, Inc. | 63,787 | $4.65M | 0.01% | +5,357+9.2% | Added |
| Osmosis Investment Management UK Ltd | 64,322 | $4.61M | 0.21% | −128,480−66.6% | Reduced |
| Alberta Investment Management Corp | 64,200 | $4.60M | 0.03% | +64,200 | New |
| Amica Mutual Insurance Co | 64,106 | $4.59M | 0.38% | −2,876−4.3% | Reduced |
| NEOS Investment Management LLC | 63,814 | $4.57M | 0.02% | +2,000+3.2% | Added |
| Calamos Advisors LLC | 63,592 | $4.55M | 0.02% | −3,943−5.8% | Reduced |
| Candriam Luxembourg S.C.A. | 62,066 | $4.44M | 0.02% | +3,087+5.2% | Added |
| Public Sector Pension Investment Board | 61,692 | $4.42M | 0.01% | −827−1.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 61,117 | $4.38M | 1.18% | +349+0.6% | Added |
| Horizon Investments, LLC | 60,939 | $4.36M | 0.05% | +14,966+32.6% | Added |
| Avanza Fonder AB | 60,606 | $4.34M | 0.09% | +12,520+26.0% | Added |
| Modera Wealth Management, LLC | 60,554 | $4.34M | 0.05% | −5,732−8.6% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 60,516 | $4.33M | 0.04% | +1,484+2.5% | Added |
| Rock Point Advisors, LLC | 60,101 | $4.30M | 1.05% | +60,101 | New |
| Swiss Life Asset Management Ltd | 59,882 | $4.29M | 0.02% | −122−0.2% | Reduced |
| Utah Retirement Systems | 58,330 | $4.18M | 0.04% | −5,086−8.0% | Reduced |
| British Columbia Investment Management Corp | 58,264 | $4.17M | 0.03% | +4,551+8.5% | Added |
| MAI Capital Management | 58,255 | $4.17M | 0.02% | +5,378+10.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 58,000 | $4.15M | 0.03% | 00.0% | Unchanged |
| William Allan, LLC | 57,813 | $4.14M | 2.02% | +7,806+15.6% | Added |
| Bell Asset Management Ltd | 57,439 | $4.11M | 1.10% | +57,439 | New |
| Oak Thistle LLC | 57,323 | $4.10M | 0.40% | −11,436−16.6% | Reduced |
| New York Life Investment Management LLC | 57,108 | $4.09M | 0.03% | −537−0.9% | Reduced |
| Illinois Municipal Retirement Fund | 57,050 | $4.08M | 0.05% | −89,966−61.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 56,940 | $4.08M | 0.03% | −3,369−5.6% | Reduced |
| Third View Private Wealth, LLC | 55,533 | $3.98M | 0.49% | +31,197+128.2% | Added |
| Davis-Rea Ltd. | 55,527 | $3.98M | 1.13% | +3,295+6.3% | Added |
| Jupiter Topco LLC | 55,484 | $3.97M | 0.00% | +55,484 | New |
| Financial Advisors Network, Inc. | 54,548 | $3.91M | 0.48% | +4,077+8.1% | Added |
| Baird Financial Group, Inc. | 53,760 | $3.85M | 0.01% | +10,301+23.7% | Added |