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 |
|---|---|---|---|---|---|
| BNP Paribas | 51,616 | $3.84M | 0.10% | −1,121−2.1% | Reduced |
| Lifeworks Advisors, LLC | 53,317 | $3.82M | 0.40% | +1,920+3.7% | Added |
| O'Shaughnessy Asset Management, LLC | 53,187 | $3.81M | 0.02% | +1,030+2.0% | Added |
| Engineers Gate Manager LP | 52,894 | $3.79M | 0.05% | −225,574−81.0% | Reduced |
| Cohen Capital Management, Inc. | 52,862 | $3.78M | 0.51% | +785+1.5% | Added |
| Federation des caisses Desjardins du Quebec | 52,514 | $3.76M | 0.01% | −38,611−42.4% | Reduced |
| Nissay Asset Management Corp | 52,420 | $3.75M | 0.02% | +2,013+4.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 52,416 | $3.75M | 0.03% | 00.0% | Unchanged |
| OP Asset Management Ltd | 52,136 | $3.73M | 0.04% | +2,066+4.1% | Added |
| Banque Pictet & Cie SA | 51,657 | $3.70M | 0.04% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 51,601 | $3.69M | 0.59% | −45,602−46.9% | Reduced |
| Andra AP-fonden | 51,600 | $3.69M | 0.04% | +51,600 | New |
| D.A. Davidson & Co. | 51,236 | $3.67M | 0.02% | −128−0.2% | Reduced |
| Caxton Associates LLP | 50,900 | $3.64M | 0.07% | −1,913−3.6% | Reduced |
| Regency Capital Management Inc. | 50,700 | $3.63M | 1.44% | +50,700 | New |
| Natixis Advisors, L.P. | 50,193 | $3.59M | 0.00% | −296,835−85.5% | Reduced |
| Voleon Capital Management LP | 49,845 | $3.57M | 0.07% | −21,164−29.8% | Reduced |
| Brevan Howard Capital Management LP | 49,163 | $3.52M | 0.05% | −7,324−13.0% | Reduced |
| Macquarie Group Ltd | 47,856 | $3.43M | 0.01% | +3,112+7.0% | Added |
| State of Alaska, Department of Revenue | 47,496 | $3.40M | 0.03% | −2,271−4.6% | Reduced |
| Oregon Public Employees Retirement Fund | 47,223 | $3.38M | 0.04% | +2,700+6.1% | Added |
| Pictet North America Advisors SA | 46,976 | $3.36M | 0.30% | −40,663−46.4% | Reduced |
| CenterBook Partners LP | 46,098 | $3.30M | 0.16% | +46,098 | New |
| Sanctuary Advisors, LLC | 46,034 | $3.30M | 0.02% | +11,816+34.5% | Added |
| Truist Financial Corp | 45,610 | $3.27M | 0.00% | +6,711+17.3% | Added |
| Pathstone Holdings, LLC | 45,536 | $3.26M | 0.01% | +5,001+12.3% | Added |
| Savant Capital, LLC | 43,570 | $3.24M | 0.01% | +22,983+111.6% | Added |
| Mizuho Markets Americas LLC | 45,139 | $3.23M | 0.06% | +45,139 | New |
| Bryn Mawr Trust Co | 44,677 | $3.20M | 0.07% | +7,000+18.6% | Added |
| iA Global Asset Management Inc. | 44,545 | $3.19M | 0.04% | +44,545 | New |
| Union Bancaire Privee, UBP SA | 24,802 | $3.18M | 0.05% | +6,999+39.3% | Added |
| Mackenzie Financial Corp | 44,270 | $3.17M | 0.00% | −10,015−18.4% | Reduced |
| Keybank National Association | 43,759 | $3.13M | 0.01% | −6,560−13.0% | Reduced |
| Dark Forest Capital Management LP | 43,702 | $3.13M | 0.20% | +21,691+98.5% | Added |
| Allworth Financial LP | 43,593 | $3.12M | 0.01% | +7,606+21.1% | Added |
| Rockefeller Capital Management L.P. | 42,962 | $3.08M | 0.00% | −121,329−73.9% | Reduced |
| Oppenheimer & Co Inc | 42,747 | $3.06M | 0.03% | +34,459+415.8% | Added |
| CIBC World Markets Inc. | 42,513 | $3.04M | 0.01% | −2,037−4.6% | Reduced |
| Ethic Inc. | 42,463 | $3.04M | 0.04% | −3,602−7.8% | Reduced |
| Bradley Foster & Sargent Inc | 42,289 | $3.03M | 0.04% | −3,193−7.0% | Reduced |
| McMillan Office, Inc. | 42,260 | $3.03M | 0.35% | −215−0.5% | Reduced |
| Omers Administration Corp | 42,219 | $3.02M | 0.02% | +4,018+10.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 42,218 | $3.02M | 0.03% | +3,306+8.5% | Added |
| Bank of Nova Scotia | 40,653 | $2.91M | 0.00% | −18,410−31.2% | Reduced |
| Yousif Capital Management, LLC | 40,473 | $2.90M | 0.03% | −2,455−5.7% | Reduced |
| Kanawha Capital Management LLC | 40,338 | $2.89M | 0.19% | −1,846−4.4% | Reduced |
| Farmers & Merchants Investments Inc | 40,325 | $2.89M | 0.07% | −471−1.2% | Reduced |
| Founders Financial Securities LLC | 40,016 | $2.87M | 0.15% | +26,092+187.4% | Added |
| Mutual of America Capital Management LLC | 39,560 | $2.83M | 0.03% | −1,797−4.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 39,474 | $2.83M | 0.00% | −100,485−71.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 39,119 | $2.80M | 0.12% | +997+2.6% | Added |
| Summit Trail Advisors, LLC | 38,933 | $2.79M | 0.04% | +11,470+41.8% | Added |
| DMKC Advisory Services, LLC | 38,387 | $2.75M | 0.52% | +7,591+24.6% | Added |
| Wesleyan Assurance Society | 38,100 | $2.73M | 0.14% | 00.0% | Unchanged |
| Natixis | 37,602 | $2.69M | 0.01% | −24,538−39.5% | Reduced |
| HM Payson & Co | 37,291 | $2.67M | 0.04% | −14,870−28.5% | Reduced |
| Rafferty Asset Management, LLC | 37,112 | $2.66M | 0.01% | +11,801+46.6% | Added |
| Canandaigua National Bank & Trust Co | 36,663 | $2.63M | 0.22% | +36,663 | New |
| Kovitz Investment Group Partners, LLC | 36,658 | $2.62M | 0.06% | −3,536−8.8% | Reduced |
| Thrivent Financial for Lutherans | 36,585 | $2.62M | 0.00% | −49,483−57.5% | Reduced |
| Allstate Corp | 36,559 | $2.62M | 0.03% | −7,466−17.0% | Reduced |
| Merit Financial Group, LLC | 36,367 | $2.60M | 0.02% | +9,613+35.9% | Added |
| Meyer Handelman Co | 36,367 | $2.60M | 0.07% | −13,235−26.7% | Reduced |
| Raiffeisen Bank International AG | 35,563 | $2.59M | 0.03% | +4,734+15.4% | Added |
| Liberty Capital Management, Inc. | 36,007 | $2.58M | 0.44% | +36,007 | New |
| Alps Advisors Inc | 35,758 | $2.56M | 0.01% | +2,444+7.3% | Added |
| Argent Trust Co | 35,475 | $2.54M | 0.07% | +25,287+248.2% | Added |
| Nomura Holdings Inc | 34,691 | $2.48M | 0.01% | +17,096+97.2% | Added |
| Jones Financial Companies LLLP | 33,415 | $2.45M | 0.00% | −206,155−86.1% | Reduced |
| Public Employees Retirement Association of Colorado | 33,570 | $2.40M | 0.01% | −3,299−8.9% | Reduced |
| Achmea Investment Management B.V. | 33,448 | $2.40M | 0.06% | +19,428+138.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 33,265 | $2.38M | 0.01% | +2,536+8.3% | Added |
| Circle Wealth Management, LLC | 32,851 | $2.35M | 0.03% | −454−1.4% | Reduced |
| JustInvest LLC | 32,486 | $2.33M | 0.02% | +89+0.3% | Added |
| Ally Financial Inc. | 32,000 | $2.29M | 0.30% | +20,000+166.7% | Added |
| Kestra Advisory Services, LLC | 31,915 | $2.29M | 0.01% | +8,097+34.0% | Added |
| Abn Amro Investment Solutions | 31,731 | $2.27M | 0.02% | +3,264+11.5% | Added |
| Teachers Retirement System of the State of Kentucky | 31,246 | $2.24M | 0.02% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 31,200 | $2.23M | 0.47% | 00.0% | Unchanged |
| Equitable Trust Co | 31,144 | $2.23M | 0.09% | −5,951−16.0% | Reduced |
| Caisse des Depots Et Consignations | 31,126 | $2.23M | 0.04% | −24,199−43.7% | Reduced |
| Brown Shipley& Co Ltd | 30,585 | $2.19M | 1.13% | +1,278+4.4% | Added |
| Wesbanco Bank Inc | 30,354 | $2.17M | 0.05% | −2,701−8.2% | Reduced |
| Hohimer Wealth Management, LLC | 30,262 | $2.17M | 0.22% | +1,621+5.7% | Added |
| Mizuho Securities USA LLC | 30,041 | $2.15M | 0.03% | +6,541+27.8% | Added |
| Sarasin & Partners LLP | 29,891 | $2.14M | 0.03% | −516,392−94.5% | Reduced |
| Chicago Capital, LLC | 29,629 | $2.12M | 0.05% | +5,671+23.7% | Added |
| Gulf International Bank (UK) Ltd | 29,583 | $2.12M | 0.04% | −373−1.2% | Reduced |
| Sivia Capital Partners, LLC | 28,976 | $2.07M | 0.25% | +28,976 | New |
| First Manhattan Co | 28,187 | $2.02M | 0.01% | −4,062−12.6% | Reduced |
| Aviso Financial Inc. | 27,958 | $2.00M | 0.07% | −9,910−26.2% | Reduced |
| Saudi Central Bank | 27,209 | $1.95M | 0.03% | +12,824+89.1% | Added |
| Canada Post Corp Registered Pension Plan | 27,192 | $1.95M | 0.07% | −2,856−9.5% | Reduced |
| Regions Financial Corp | 27,158 | $1.94M | 0.01% | −1,381−4.8% | Reduced |
| GWM Advisors LLC | 27,068 | $1.94M | 0.01% | +15,420+132.4% | Added |
| Ashton Thomas Securities, LLC | 27,089 | $1.94M | 0.29% | −7,683−22.1% | Reduced |
| Letson Investment Management, Inc. | 27,052 | $1.94M | 0.71% | +70.0% | Added |
| Regents Gate Capital LLP | 26,993 | $1.93M | 2.57% | −148,432−84.6% | Reduced |
| RSM US Wealth Management LLC | 26,685 | $1.91M | 0.02% | +11,017+70.3% | Added |
| Blair William & Co | 26,559 | $1.90M | 0.00% | +1,815+7.3% | Added |