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 |
|---|---|---|---|---|---|
| Burney Co | 8,313 | $595.2K | 0.02% | −6,076−42.2% | Reduced |
| Anchyra Partners LLC | 8,195 | $586.8K | 0.14% | −159−1.9% | Reduced |
| Stoneridge Investment Partners LLC | 8,092 | $582.0K | 0.38% | +8,092 | New |
| BKD Wealth Advisors, LLC | 8,070 | $577.8K | 0.01% | −1,676−17.2% | Reduced |
| Laird Norton Trust Company, LLC | 8,045 | $576.0K | 0.01% | −955−10.6% | Reduced |
| State of Wyoming | 7,978 | $571.2K | 0.06% | +1,094+15.9% | Added |
| Parallel Advisors, LLC | 7,918 | $566.9K | 0.01% | +1,653+26.4% | Added |
| Curated Wealth Partners LLC | 7,870 | $563.5K | 0.07% | +430+5.8% | Added |
| ICW Investment Advisors LLC | 7,865 | $563.2K | 0.20% | +112+1.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,841 | $561.4K | 0.03% | −1,424−15.4% | Reduced |
| Vestcor Inc | 7,833 | $561.0K | 0.01% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 7,575 | $559.3K | 0.32% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 7,788 | $557.6K | 0.01% | +1,343+20.8% | Added |
| MSH Capital Advisors LLC | 7,755 | $555.3K | 0.10% | +7,755 | New |
| Dumont & Blake Investment Advisors LLC | 7,743 | $554.4K | 0.12% | −340−4.2% | Reduced |
| Compass Wealth Management LLC | 7,741 | $554.3K | 0.10% | +7,741 | New |
| Centiva Capital, LP | 7,702 | $551.5K | 0.02% | +7,702 | New |
| Everence Capital Management Inc | 7,692 | $551.0K | 0.03% | −5,741−42.7% | Reduced |
| Sit Investment Associates Inc | 7,680 | $550.0K | 0.01% | 00.0% | Unchanged |
| Krilogy Financial LLC | 7,664 | $548.7K | 0.02% | +7,664 | New |
| TCG Advisory Services, LLC | 7,567 | $541.8K | 0.01% | +3,583+89.9% | Added |
| Birch Hill Investment Advisors LLC | 7,537 | $539.6K | 0.02% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 7,457 | $533.9K | 0.16% | −5,793−43.7% | Reduced |
| Soltis Investment Advisors LLC | 7,422 | $531.4K | 0.03% | +1,280+20.8% | Added |
| Polymer Capital Management (US) LLC | 7,386 | $528.8K | 0.08% | +1,386+23.1% | Added |
| Landscape Capital Management, L.L.C. | 7,372 | $527.8K | 0.03% | −30,340−80.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 7,367 | $527.5K | 0.00% | +7,367 | New |
| Lee Danner & Bass Inc | 7,351 | $526.3K | 0.03% | +16+0.2% | Added |
| Azzad Asset Management Inc | 7,347 | $526.0K | 0.05% | −2,069−22.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,257 | $519.6K | 0.05% | +850+13.3% | Added |
| Ar Asset Management Inc | 7,150 | $512.0K | 0.09% | 00.0% | Unchanged |
| Optas, LLC | 7,137 | $511.0K | 0.07% | +1,330+22.9% | Added |
| Resources Investment Advisors, LLC. | 7,120 | $509.8K | 0.00% | −1,217−14.6% | Reduced |
| BTC Capital Management, Inc. | 7,114 | $508.5K | 0.03% | −61,192−89.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,998 | $503.9K | 0.01% | +3,776+117.2% | Added |
| Buckingham Strategic Partners | 7,034 | $503.7K | 0.00% | +4,370+164.0% | Added |
| Banque Transatlantique SA | 6,084 | $503.4K | 0.01% | +404+7.1% | Added |
| Sterneck Capital Management, LLC | 7,005 | $501.6K | 0.21% | +1,967+39.0% | Added |
| Eastern Bank | 6,952 | $497.8K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 6,886 | $493.0K | 0.01% | +2,213+47.4% | Added |
| BTG Pactual Asset Management US LLC | 6,877 | $492.4K | 0.04% | +3,108+82.5% | Added |
| Schonfeld Strategic Advisors LLC | 6,852 | $490.6K | 0.00% | −15,283−69.0% | Reduced |
| Fire Capital Management LLC | 6,846 | $490.2K | 0.20% | −500−6.8% | Reduced |
| Marex Group plc | 6,845 | $490.1K | 0.00% | +3,731+119.8% | Added |
| Kestra Private Wealth Services, LLC | 6,840 | $489.8K | 0.01% | −262−3.7% | Reduced |
| Viewpoint Investment Partners Corp | 6,800 | $486.9K | 0.17% | −1,200−15.0% | Reduced |
| CAPROCK Group, Inc. | 6,784 | $485.8K | 0.01% | +187+2.8% | Added |
| Romano Brothers and Company | 6,719 | $481.1K | 0.05% | −92−1.4% | Reduced |
| Johnson Investment Counsel Inc | 6,706 | $480.1K | 0.00% | −1,402−17.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,706 | $480.1K | 0.04% | −330−4.7% | Reduced |
| Advisory Services Network, LLC | 6,701 | $479.8K | 0.01% | +1,591+31.1% | Added |
| Waterford Advisors, LLC | 6,690 | $479.0K | 0.13% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 6,630 | $474.7K | 0.05% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,584 | $471.4K | 0.02% | +109+1.7% | Added |
| AlphaCore Capital LLC | 6,575 | $470.8K | 0.01% | +3,783+135.5% | Added |
| Wellspring Financial Advisors, LLC | 6,548 | $468.8K | 0.03% | −733−10.1% | Reduced |
| Sava Infond d.o.o. | 6,500 | $465.4K | 0.03% | 00.0% | Unchanged |
| TCW Group Inc | 6,452 | $462.0K | 0.00% | +24+0.4% | Added |
| Williams Jones Wealth Management, LLC. | 6,428 | $460.2K | 0.01% | +269+4.4% | Added |
| Bartlett & Co. Wealth Management LLC | 6,417 | $459.5K | 0.01% | −457−6.6% | Reduced |
| Auto-Owners Insurance Co | 6,393 | $457.7K | 0.01% | 00.0% | Unchanged |
| Meadowbrook Advisors Group, LLC | 6,325 | $452.9K | 0.24% | +6,325 | New |
| Bull Harbor Capital LLC | 6,313 | $452.0K | 0.09% | +6,313 | New |
| Ausdal Financial Partners, Inc. | 6,289 | $450.3K | 0.02% | +6+0.1% | Added |
| West Family Investments, Inc. | 6,264 | $448.5K | 0.13% | +6,264 | New |
| Legacy Capital Wealth Partners, LLC | 6,247 | $447.3K | 0.09% | +6,247 | New |
| Westhampton Capital, LLC | 6,218 | $445.2K | 0.18% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 6,214 | $444.9K | 0.15% | −672−9.8% | Reduced |
| Ritholtz Wealth Management | 6,213 | $444.9K | 0.01% | +2,089+50.7% | Added |
| Financial Solutions Advisory Group, Inc. | 6,163 | $443.7K | 0.06% | +6,163 | New |
| Eventide Asset Management, LLC | 6,078 | $443.2K | 0.01% | +852+16.3% | Added |
| WD Rutherford LLC | 6,142 | $439.8K | 0.16% | −15,823−72.0% | Reduced |
| S-Bank Fund Management Ltd | 6,134 | $439.2K | 0.06% | +6,134 | New |
| Mission Wealth Management, LP | 6,075 | $435.0K | 0.01% | +6,075 | New |
| Means Investment Co., Inc. | 6,074 | $434.9K | 0.03% | −69−1.1% | Reduced |
| Allred Capital Management, LLC | 6,065 | $434.3K | 0.14% | +101+1.7% | Added |
| Curbstone Financial Management Corp | 6,062 | $434.0K | 0.07% | −326−5.1% | Reduced |
| FIL Ltd | 6,015 | $430.7K | 0.00% | −2,245−27.2% | Reduced |
| Umb Bank N A | 6,001 | $429.7K | 0.01% | −4−0.1% | Reduced |
| Meridian Management Co | 6,000 | $429.6K | 0.10% | 00.0% | Unchanged |
| Central Trust Co | 5,985 | $428.5K | 0.01% | −133−2.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,954 | $426.3K | 0.03% | −210−3.4% | Reduced |
| Glenview Trust Co | 5,923 | $424.1K | 0.01% | −93−1.5% | Reduced |
| American National Bank | 5,909 | $423.1K | 0.04% | −1,673−22.1% | Reduced |
| Dearborn Partners LLC | 5,865 | $419.9K | 0.02% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 5,862 | $419.7K | 0.18% | +446+8.2% | Added |
| Prelude Capital Management, LLC | 5,818 | $416.6K | 0.03% | +5,818 | New |
| Tema ETFs LLC | 5,801 | $415.4K | 0.01% | +435+8.1% | Added |
| Mutual Advisors, LLC | 5,788 | $414.4K | 0.01% | −49−0.8% | Reduced |
| Farther Finance Advisors, LLC | 5,780 | $414.2K | 0.00% | −17−0.3% | Reduced |
| Two Sigma Securities, LLC | 5,710 | $408.8K | 0.04% | −22,373−79.7% | Reduced |
| OpenArc Corporate Advisory, LLC | 5,699 | $408.0K | 0.00% | +1,552+37.4% | Added |
| TD Private Client Wealth LLC | 5,669 | $405.9K | 0.01% | −592−9.5% | Reduced |
| Citizens Financial Group Inc | 5,651 | $404.6K | 0.00% | +5,651 | New |
| Intellectus Partners, LLC | 5,631 | $403.2K | 0.07% | +13+0.2% | Added |
| Siemens Fonds Invest GmbH | 5,558 | $398.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,543 | $396.9K | 0.01% | +777+16.3% | Added |
| Waddell & Associates, LLC | 5,481 | $392.4K | 0.02% | +5,481 | New |
| Hartford Financial Management Inc. | 5,477 | $392.1K | 0.09% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 5,470 | $392.0K | 0.18% | 00.0% | Unchanged |