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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 26,362 | $1.89M | 0.01% | −1,214−4.4% | Reduced |
| IFP Advisors, Inc | 26,109 | $1.87M | 0.03% | +3,732+16.7% | Added |
| LRI Investments, LLC | 26,010 | $1.86M | 0.15% | +16+0.1% | Added |
| Sheets Smith Wealth Management | 25,801 | $1.85M | 0.18% | −2,175−7.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 25,262 | $1.81M | 0.07% | +6,231+32.7% | Added |
| Fiduciary Trust Co | 25,131 | $1.80M | 0.02% | −2,926−10.4% | Reduced |
| Crossmark Global Holdings, Inc. | 24,906 | $1.78M | 0.02% | +258+1.0% | Added |
| Investment Management Corp of Ontario | 24,757 | $1.77M | 0.02% | −3,100−11.1% | Reduced |
| Kentucky Retirement Systems | 24,634 | $1.76M | 0.04% | −45,062−64.7% | Reduced |
| Principal Securities, Inc. | 24,439 | $1.75M | 0.02% | +11,863+94.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 23,990 | $1.72M | 0.00% | −434−1.8% | Reduced |
| Close Asset Management Ltd | 23,943 | $1.71M | 0.05% | +215+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 23,522 | $1.68M | 0.01% | +2,449+11.6% | Added |
| Cohen Klingenstein LLC | 23,500 | $1.68M | 0.05% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 23,423 | $1.68M | 0.11% | −4,883−17.3% | Reduced |
| JB Capital LLC | 23,173 | $1.66M | 0.06% | +49+0.2% | Added |
| Dynamic Technology Lab Private Ltd | 23,102 | $1.65M | 0.37% | −18,861−44.9% | Reduced |
| Norinchukin Bank, The | 22,792 | $1.63M | 0.02% | −1,360−5.6% | Reduced |
| Venture Visionary Partners LLC | 22,601 | $1.62M | 0.05% | −1,274−5.3% | Reduced |
| Ridgewood Investments LLC | 22,228 | $1.59M | 0.60% | +4,768+27.3% | Added |
| HB Wealth Management, LLC | 22,190 | $1.59M | 0.01% | +10,701+93.1% | Added |
| Woodline Partners LP | 22,135 | $1.58M | 0.00% | +6,934+45.6% | Added |
| SRS Capital Advisors, Inc. | 22,095 | $1.58M | 0.01% | +20,104+1,009.7% | Added |
| Beacon Pointe Advisors, LLC | 21,920 | $1.57M | 0.01% | −32−0.1% | Reduced |
| Wealthfront Advisers LLC | 21,903 | $1.57M | 0.00% | −100.0% | Reduced |
| Heritage Investors Management Corp | 21,791 | $1.56M | 0.04% | −1,340−5.8% | Reduced |
| Atria Investments LLC | 21,765 | $1.56M | 0.02% | −980−4.3% | Reduced |
| Benjamin Edwards Inc | 21,548 | $1.54M | 0.01% | +9,038+72.2% | Added |
| Zurich Insurance Group Ltd | 21,400 | $1.53M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 21,268 | $1.52M | 0.00% | +15,069+243.1% | Added |
| Evercore Wealth Management, LLC | 21,182 | $1.52M | 0.02% | −349−1.6% | Reduced |
| Hartford Investment Management Co | 21,127 | $1.51M | 0.04% | −936−4.2% | Reduced |
| Arete Wealth Advisors, LLC | 21,110 | $1.51M | 0.10% | +99+0.5% | Added |
| Lido Advisors, LLC | 20,853 | $1.49M | 0.01% | +3,490+20.1% | Added |
| PEAK6 LLC | 20,719 | $1.48M | 0.04% | −45,185−68.6% | Reduced |
| Cresset Asset Management, LLC | 20,466 | $1.47M | 0.01% | +1,300+6.8% | Added |
| Oppenheimer Asset Management Inc. | 20,308 | $1.45M | 0.02% | +13,190+185.3% | Added |
| Maryland State Retirement & Pension System | 20,204 | $1.45M | 0.02% | +997+5.2% | Added |
| Capstone Investment Advisors, LLC | 19,861 | $1.42M | 0.01% | +14,346+260.1% | Added |
| South Dakota Investment Council | 19,789 | $1.42M | 0.02% | +18,439+1,365.9% | Added |
| Boothbay Fund Management, LLC | 19,778 | $1.42M | 0.03% | +4,332+28.0% | Added |
| Numerai GP LLC | 19,632 | $1.41M | 0.11% | −20,972−51.7% | Reduced |
| Lecap Asset Management Ltd | 19,603 | $1.40M | 0.60% | +5,877+42.8% | Added |
| Plato Investment Management Ltd | 19,718 | $1.40M | 0.08% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 19,600 | $1.40M | 0.02% | −200−1.0% | Reduced |
| New Mexico Educational Retirement Board | 19,408 | $1.39M | 0.03% | +1,500+8.4% | Added |
| Okabena Investment Services Inc | 19,297 | $1.38M | 0.25% | +3,033+18.6% | Added |
| Tealwood Asset Management Inc | 19,194 | $1.37M | 0.53% | +81+0.4% | Added |
| Clarkston Capital Partners, LLC | 19,093 | $1.37M | 0.12% | −437−2.2% | Reduced |
| Marks Group Wealth Management, Inc | 19,089 | $1.37M | 0.12% | +19,089 | New |
| Riverview Capital Advisers, LLC | 19,053 | $1.36M | 0.39% | −6,626−25.8% | Reduced |
| J.W. Cole Advisors, Inc. | 19,033 | $1.36M | 0.02% | −25−0.1% | Reduced |
| We Are One Seven, LLC | 18,962 | $1.36M | 0.02% | +5,304+38.8% | Added |
| Pinnacle Associates Ltd | 18,554 | $1.33M | 0.01% | +383+2.1% | Added |
| YHB Investment Advisors, Inc. | 18,301 | $1.31M | 0.08% | −2,878−13.6% | Reduced |
| Transcend Wealth Collective, LLC | 17,966 | $1.29M | 0.09% | +8,308+86.0% | Added |
| Northwestern Mutual Wealth Management Co | 17,871 | $1.28M | 0.00% | +169+1.0% | Added |
| Huntington National Bank | 17,695 | $1.27M | 0.01% | +2,077+13.3% | Added |
| M. Kraus & Co | 17,619 | $1.26M | 0.33% | −5,496−23.8% | Reduced |
| Walleye Capital LLC | 17,427 | $1.25M | 0.01% | −1,964−10.1% | Reduced |
| Quadrature Capital Ltd | 16,991 | $1.22M | 0.01% | +16,991 | New |
| TD Waterhouse Canada Inc. | 17,033 | $1.20M | 0.00% | +10,842+175.1% | Added |
| Cypress Advisory Group LLC | 16,751 | $1.20M | 0.93% | +5,518+49.1% | Added |
| Twin City Private Wealth, LLC | 16,670 | $1.19M | 0.84% | +16,670 | New |
| QRG Capital Management, Inc. | 16,653 | $1.19M | 0.01% | −6,781−28.9% | Reduced |
| Diversify Wealth Management, LLC | 16,244 | $1.19M | 0.02% | +439+2.8% | Added |
| Diversify Advisory Services, LLC | 16,244 | $1.19M | 0.02% | +16,244 | New |
| Hillsdale Investment Management Inc. | 16,580 | $1.19M | 0.03% | +1,740+11.7% | Added |
| Mediolanum International Funds Ltd | 16,184 | $1.18M | 0.01% | +16,184 | New |
| Bessemer Group Inc | 16,384 | $1.17M | 0.00% | +279+1.7% | Added |
| Bailard, Inc. | 16,100 | $1.15M | 0.02% | −3,040−15.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,043 | $1.15M | 0.01% | +12,523+355.8% | Added |
| Frec Markets, Inc. | 16,021 | $1.15M | 0.10% | +11,738+274.1% | Added |
| Atom Investors LP | 16,001 | $1.15M | 0.10% | +12,233+324.7% | Added |
| Shelter Ins Retirement Plan | 16,000 | $1.15M | 1.14% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 15,992 | $1.15M | 0.02% | +13,234+479.8% | Added |
| Exchange Traded Concepts, LLC | 15,888 | $1.14M | 0.01% | +5,801+57.5% | Added |
| Allspring Global Investments Holdings, LLC | 16,102 | $1.14M | 0.00% | −184−1.1% | Reduced |
| Rothschild Investment LLC | 15,748 | $1.13M | 0.04% | +11,973+317.2% | Added |
| Essex Financial Services, Inc. | 15,734 | $1.13M | 0.06% | −1,066−6.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 15,161 | $1.11M | 0.02% | −1,254−7.6% | Reduced |
| MUFG Securities EMEA plc | 15,019 | $1.08M | 0.01% | −958−6.0% | Reduced |
| Longfellow Investment Management Co LLC | 14,965 | $1.07M | 0.22% | +3,850+34.6% | Added |
| Apollon Wealth Management, LLC | 14,948 | $1.07M | 0.01% | +5,115+52.0% | Added |
| Goelzer Investment Management, Inc. | 14,944 | $1.07M | 0.05% | −207−1.4% | Reduced |
| Glenmede Trust Co NA | 14,724 | $1.05M | 0.00% | −4,175−22.1% | Reduced |
| Weiss Asset Management LP | 14,686 | $1.05M | 0.01% | +14,686 | New |
| Systematic Alpha Investments, LLC | 14,610 | $1.05M | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 14,556 | $1.04M | 0.07% | −412−2.8% | Reduced |
| Empirical Finance, LLC | 14,399 | $1.03M | 0.04% | +453+3.2% | Added |
| Dash Acquisitions Inc. | 13,860 | $1.03M | 0.21% | −849−5.8% | Reduced |
| Gateway Investment Advisers LLC | 14,299 | $1.02M | 0.01% | +1,677+13.3% | Added |
| Tufton Capital Management | 14,218 | $1.02M | 0.17% | −390−2.7% | Reduced |
| Fideuram Asset Management (Ireland) dac | 14,132 | $1.02M | 0.02% | +14,132 | New |
| Hudson Bay Capital Management LP | 14,076 | $1.01M | 0.00% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 14,007 | $1.00M | 0.03% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 14,000 | $1.00M | 0.16% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 13,912 | $996.1K | 0.01% | +3,349+31.7% | Added |
| Diversified Trust Co | 13,650 | $977.3K | 0.02% | +4,325+46.4% | Added |
| Chicago Partners Investment Group LLC | 13,810 | $977.3K | 0.02% | +13,810 | New |