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 |
|---|---|---|---|---|---|
| Bollard Group LLC | 13,613 | $975.0K | 0.03% | +71+0.5% | Added |
| Vontobel Holding Ltd. | 13,598 | $973.6K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 13,545 | $969.8K | 0.01% | −33,377−71.1% | Reduced |
| Lafayette Investments, Inc. | 13,478 | $965.0K | 0.18% | −1,660−11.0% | Reduced |
| CSS LLC | 13,403 | $959.7K | 0.04% | +1,750+15.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,170 | $943.0K | 0.00% | +1,566+13.5% | Added |
| Davenport & Co LLC | 13,162 | $942.4K | 0.00% | −967−6.8% | Reduced |
| Jump Financial, LLC | 13,103 | $938.2K | 0.01% | −21,310−61.9% | Reduced |
| AMG National Trust Bank | 13,099 | $937.9K | 0.02% | −5,591−29.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 12,905 | $924.0K | 0.49% | +314+2.5% | Added |
| Pictet & Cie (Europe) SA | 12,904 | $923.9K | 0.02% | −442−3.3% | Reduced |
| Banque Cantonale Vaudoise | 12,907 | $923.0K | 0.04% | +3,750+41.0% | Added |
| E. Ohman J:or Asset Management AB | 12,877 | $922.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,870 | $921.5K | 0.00% | −4,649−26.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,734 | $911.8K | 0.03% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 12,662 | $906.0K | 0.10% | +12,662 | New |
| Perigon Wealth Management, LLC | 12,653 | $905.9K | 0.01% | −163−1.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,560 | $899.3K | 0.03% | −1,200−8.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 12,439 | $890.6K | 0.05% | +3,353+36.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,303 | $880.9K | 0.01% | −136−1.1% | Reduced |
| Global Retirement Partners, LLC | 12,232 | $875.8K | 0.01% | +12,232 | New |
| EntryPoint Capital, LLC | 12,159 | $870.6K | 0.21% | +9,417+343.4% | Added |
| Clearstead Advisors, LLC | 12,137 | $869.0K | 0.01% | +575+5.0% | Added |
| Trust Co of Vermont | 12,124 | $868.1K | 0.03% | +12,124 | New |
| Sterling Capital Management LLC | 12,110 | $867.1K | 0.01% | −1,583−11.6% | Reduced |
| Applied Finance Capital Management, LLC | 12,028 | $861.2K | 0.06% | −1,348−10.1% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,961 | $856.4K | 0.38% | −820−6.4% | Reduced |
| Pallas Capital Advisors LLC | 11,809 | $845.5K | 0.03% | +11,809 | New |
| Hunter Associates Investment Management LLC | 11,574 | $833.0K | 0.10% | −1,640−12.4% | Reduced |
| North Dakota State Investment Board | 11,603 | $830.8K | 0.03% | −6,094−34.4% | Reduced |
| denkapparat Operations GmbH | 11,576 | $828.8K | 0.27% | +11,576 | New |
| MUFG Securities Americas Inc. | 11,558 | $827.6K | 0.04% | +802+7.5% | Added |
| Western Wealth Management, LLC | 11,462 | $820.7K | 0.03% | −1,009−8.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,304 | $809.4K | 0.17% | +6,434+132.1% | Added |
| Brinker Capital Investments, LLC | 11,170 | $799.7K | 0.01% | −14,861−57.1% | Reduced |
| Integrated Wealth Concepts LLC | 11,145 | $798.0K | 0.01% | +1,207+12.1% | Added |
| Neville Rodie & Shaw Inc | 11,108 | $795.0K | 0.05% | 00.0% | Unchanged |
| Magnetar Financial LLC | 11,016 | $788.7K | 0.01% | +11,016 | New |
| Ipswich Investment Management Co., Inc. | 10,976 | $785.9K | 0.17% | −3,350−23.4% | Reduced |
| Scotia Capital Inc. | 10,955 | $784.4K | 0.00% | −540−4.7% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 10,918 | $781.7K | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 10,677 | $764.4K | 0.01% | +4,368+69.2% | Added |
| Hartford Funds Management Co LLC | 10,654 | $762.9K | 0.06% | −2,219−17.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,599 | $758.9K | 0.01% | +3,704+53.7% | Added |
| Ostrum Asset Management | 10,560 | $756.1K | 0.04% | +2,980+39.3% | Added |
| Securian Asset Management, Inc | 10,196 | $748.9K | 0.03% | −301−2.9% | Reduced |
| Chicago Trust Co NA | 10,410 | $745.4K | 0.11% | +7,693+283.1% | Added |
| Sequoia Financial Advisors, LLC | 10,387 | $743.7K | 0.00% | +1,166+12.6% | Added |
| Brighton Jones LLC | 10,347 | $740.9K | 0.01% | +4,009+63.3% | Added |
| Daymark Wealth Partners, LLC | 10,346 | $740.7K | 0.02% | +710+7.4% | Added |
| Panagora Asset Management Inc | 10,312 | $738.3K | 0.00% | +7,685+292.5% | Added |
| Chiron Capital Management, LLC | 10,302 | $737.6K | 0.66% | +6,802+194.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,223 | $732.0K | 0.04% | −177−1.7% | Reduced |
| Larson Financial Group LLC | 10,174 | $728.5K | 0.02% | −2,890−22.1% | Reduced |
| Ascent Wealth Partners, LLC | 10,158 | $727.3K | 0.07% | +397+4.1% | Added |
| Atlantic Union Bankshares Corp | 10,131 | $725.4K | 0.01% | −6,760−40.0% | Reduced |
| RMB Capital Management, LLC | 10,115 | $724.3K | 0.01% | +3,619+55.7% | Added |
| Ironwood Investment Management LLC | 10,073 | $721.2K | 0.25% | −1,969−16.4% | Reduced |
| Groupama Asset Managment | 9,848 | $718.1K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 10,027 | $717.9K | 0.08% | +3,769+60.2% | Added |
| Axxcess Wealth Management, LLC | 9,987 | $715.1K | 0.01% | +9,987 | New |
| EP Wealth Advisors, LLC | 9,968 | $713.7K | 0.00% | +2,565+34.6% | Added |
| Revisor Wealth Management LLC | 9,952 | $712.6K | 0.17% | +9,952 | New |
| United Capital Financial Advisers, LLC | 9,942 | $711.8K | 0.00% | −478−4.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 9,903 | $709.1K | 0.04% | −247−2.4% | Reduced |
| NorthRock Partners, LLC | 9,845 | $704.9K | 0.01% | +4,381+80.2% | Added |
| Bridges Investment Management Inc | 9,815 | $702.8K | 0.01% | +675+7.4% | Added |
| Elyxium Wealth, LLC | 9,790 | $701.0K | 0.07% | +9,790 | New |
| Sanibel Captiva Trust Company, Inc. | 9,731 | $696.7K | 0.02% | −268−2.7% | Reduced |
| Principle Wealth Partners LLC | 9,706 | $695.0K | 0.03% | −972−9.1% | Reduced |
| Advisors Asset Management, Inc. | 9,665 | $692.0K | 0.01% | −372−3.7% | Reduced |
| Rossmore Private Capital | 9,654 | $691.2K | 0.06% | −2,050−17.5% | Reduced |
| ASR Vermogensbeheer N.V. | 9,524 | $681.9K | 0.01% | −12,368−56.5% | Reduced |
| Salem Investment Counselors Inc | 9,460 | $677.3K | 0.02% | −42−0.4% | Reduced |
| EFG International AG | 9,391 | $672.4K | 0.01% | −2,508−21.1% | Reduced |
| Warren Averett Asset Management, LLC | 9,389 | $672.2K | 0.00% | +2,359+33.6% | Added |
| Metis Global Partners, LLC | 9,273 | $663.9K | 0.02% | −1,772−16.0% | Reduced |
| Ballentine Partners, LLC | 9,252 | $662.4K | 0.01% | −44−0.5% | Reduced |
| Snowden Capital Advisors LLC | 9,140 | $654.4K | 0.02% | −660−6.7% | Reduced |
| IMC-Chicago, LLC | 9,136 | $654.1K | 0.01% | +3,795+71.1% | Added |
| Home Federal Bank of Tennessee | 9,080 | $650.1K | 0.14% | +29+0.3% | Added |
| Greenleaf Trust | 9,038 | $647.1K | 0.01% | −350−3.7% | Reduced |
| Integrity Alliance, LLC. | 9,037 | $647.1K | 0.02% | +6,223+221.1% | Added |
| IMA Wealth, Inc. | 9,020 | $645.9K | 0.04% | −216−2.3% | Reduced |
| Prudential PLC | 9,002 | $644.5K | 0.00% | −42,231−82.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $639.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 8,637 | $634.7K | 0.01% | −852−9.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,845 | $632.6K | 0.00% | −956−9.8% | Reduced |
| STRS Ohio | 8,814 | $631.1K | 0.00% | −519−5.6% | Reduced |
| Arkadios Wealth Advisors | 8,793 | $629.6K | 0.01% | +292+3.4% | Added |
| Rockland Trust Co | 8,725 | $624.7K | 0.02% | −130−1.5% | Reduced |
| Cooper Financial Group | 8,723 | $624.6K | 0.05% | −1,024−10.5% | Reduced |
| Sone Capital Management, LLC | 8,693 | $622.4K | 0.05% | −117,558−93.1% | Reduced |
| Concurrent Investment Advisors, LLC | 8,690 | $622.2K | 0.01% | +1,007+13.1% | Added |
| Trust Co of Toledo NA | 8,571 | $613.7K | 0.05% | −119−1.4% | Reduced |
| Vise Technologies, Inc. | 8,463 | $605.9K | 0.01% | +1,896+28.9% | Added |
| Monarch Capital Management Inc | 8,460 | $605.7K | 0.14% | −373−4.2% | Reduced |
| ProVise Management Group, LLC | 8,365 | $598.9K | 0.04% | +8,365 | New |
| Quadrant Capital Group LLC | 8,364 | $598.9K | 0.02% | −5,230−38.5% | Reduced |
| Woodstock Corp | 8,355 | $598.2K | 0.05% | −702−7.8% | Reduced |