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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 5,473 | $391.9K | 0.01% | +1,760+47.4% | Added |
| Americana Partners, LLC | 5,471 | $391.7K | 0.01% | +2,048+59.8% | Added |
| Sand Hill Global Advisors, LLC | 5,410 | $387.4K | 0.01% | +5,410 | New |
| Spirepoint Private Client, LLC | 5,385 | $385.6K | 0.03% | −46,623−89.6% | Reduced |
| Milestone Asset Management Group, LLC | 5,385 | $385.6K | 0.19% | +8+0.1% | Added |
| GAMMA Investing LLC | 5,382 | $385.4K | 0.01% | −1,844−25.5% | Reduced |
| Stratos Wealth Partners, LTD. | 5,374 | $384.8K | 0.00% | −186−3.3% | Reduced |
| TIAA Wealth Investment Management LLC | 5,359 | $383.9K | 0.00% | −314−5.5% | Reduced |
| Simmons Bank | 5,340 | $382.3K | 0.02% | 00.0% | Unchanged |
| Ossiam | 5,339 | $382.3K | 0.01% | −35,590−87.0% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,313 | $380.4K | 0.00% | +446+9.2% | Added |
| Kathmere Capital Management, LLC | 5,301 | $379.6K | 0.02% | +1,526+40.4% | Added |
| Dodge & Cox | 5,210 | $373.0K | 0.00% | −800−13.3% | Reduced |
| Cary Street Partners Financial LLC | 5,135 | $367.7K | 0.01% | +25+0.5% | Added |
| Rehmann Capital Advisory Group | 5,016 | $359.2K | 0.02% | −47−0.9% | Reduced |
| Baker Avenue Asset Management, LP | 4,997 | $357.8K | 0.01% | +4,997 | New |
| Signaturefd, LLC | 4,984 | $356.9K | 0.00% | +882+21.5% | Added |
| Grimes & Company, Inc. | 4,971 | $355.9K | 0.01% | +32+0.6% | Added |
| Parcion Private Wealth LLC | 4,938 | $353.6K | 0.02% | +4,938 | New |
| Tocqueville Asset Management L.P. | 4,907 | $351.3K | 0.00% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,905 | $351.2K | 0.01% | −507−9.4% | Reduced |
| Everett Harris & Co | 4,868 | $348.5K | 0.00% | +350+7.7% | Added |
| Investment Advisory Services Inc | 4,842 | $346.7K | 0.10% | −50−1.0% | Reduced |
| Ascent Group, LLC | 4,801 | $343.8K | 0.01% | +1,425+42.2% | Added |
| Capital Investment Counsel, Inc | 4,801 | $343.8K | 0.04% | +4,801 | New |
| Triangle Securities Wealth Management | 4,786 | $342.7K | 0.07% | −5,906−55.2% | Reduced |
| Ingalls & Snyder LLC | 4,771 | $342.0K | 0.01% | −380−7.4% | Reduced |
| Voya Financial Advisors, Inc. | 4,685 | $341.6K | 0.03% | +4,685 | New |
| Versant Capital Management, Inc | 4,752 | $340.2K | 0.03% | +3,040+177.6% | Added |
| Montag A & Associates Inc | 4,749 | $340.1K | 0.01% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 4,746 | $339.8K | 0.01% | −4,698−49.7% | Reduced |
| Wedmont Private Capital | 4,647 | $339.7K | 0.01% | −933−16.7% | Reduced |
| RiverFront Investment Group, LLC | 4,736 | $339.1K | 0.00% | +4,736 | New |
| V-Square Quantitative Management LLC | 4,673 | $334.6K | 0.03% | +779+20.0% | Added |
| Fortune Financial Advisors, LLC | 4,672 | $334.5K | 0.14% | +392+9.2% | Added |
| Core Wealth Partners LLC | 4,670 | $334.4K | 0.14% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,653 | $333.2K | 0.01% | −9,938−68.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,598 | $329.1K | 0.01% | −443−8.8% | Reduced |
| Quarry LP | 4,595 | $329.0K | 0.05% | +32+0.7% | Added |
| Park Avenue Securities LLC | 4,594 | $329.0K | 0.00% | −1,087−19.1% | Reduced |
| Beck Mack & Oliver LLC | 4,582 | $328.1K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,524 | $323.9K | 0.00% | +627+16.1% | Added |
| Independent Advisor Alliance | 4,517 | $323.4K | 0.01% | −477−9.6% | Reduced |
| Field & Main Bank | 4,516 | $323.3K | 0.07% | −2,890−39.0% | Reduced |
| Evolve Private Wealth, LLC | 4,510 | $322.9K | 0.02% | +4,510 | New |
| Vestmark Advisory Solutions, Inc. | 4,484 | $321.0K | 0.00% | +462+11.5% | Added |
| Employees Retirement System of Texas | 4,478 | $321.0K | 0.00% | −6,943−60.8% | Reduced |
| Callan Family Office, LLC | 4,475 | $320.4K | 0.01% | −720−13.9% | Reduced |
| Private Trust Co NA | 4,464 | $319.6K | 0.03% | −10,387−69.9% | Reduced |
| Cypress Wealth Services, LLC | 4,440 | $317.9K | 0.04% | +4,440 | New |
| Washington Trust Co | 4,431 | $317.3K | 0.01% | +108+2.5% | Added |
| VestGen Advisors, LLC | 4,426 | $316.9K | 0.01% | +1,221+38.1% | Added |
| Burling Wealth Partners, LLC | 4,425 | $316.8K | 0.05% | −282−6.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,426 | $316.0K | 0.07% | +4,426 | New |
| MQS Management LLC | 4,404 | $315.3K | 0.39% | −662−13.1% | Reduced |
| Brookstone Capital Management | 4,399 | $315.0K | 0.00% | +4,399 | New |
| Excalibur Management Corp | 4,399 | $314.9K | 0.10% | +10.0% | Added |
| Garrison Point Advisors, LLC | 4,385 | $314.0K | 0.13% | −490−10.1% | Reduced |
| Apella Capital, LLC | 4,274 | $313.9K | 0.00% | +117+2.8% | Added |
| Evergreen Wealth Solutions, LLC | 4,286 | $313.0K | 0.02% | +4,286 | New |
| Valeo Financial Advisors, LLC | 4,357 | $311.9K | 0.01% | +959+28.2% | Added |
| Private Wealth Asset Management, LLC | 4,355 | $311.8K | 0.03% | −172−3.8% | Reduced |
| Agf Management Ltd | 4,339 | $310.7K | 0.00% | −39,325−90.1% | Reduced |
| Phoenix Holdings Ltd. | 4,333 | $310.2K | 0.00% | +356+9.0% | Added |
| Moors & Cabot, Inc. | 4,328 | $309.9K | 0.01% | −113−2.5% | Reduced |
| Drexel Morgan & Co. | 4,288 | $307.0K | 0.04% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 4,259 | $304.9K | 0.10% | +109+2.6% | Added |
| Kingsview Wealth Management, LLC | 4,205 | $301.1K | 0.00% | −734−14.9% | Reduced |
| Meeder Advisory Services, Inc. | 4,193 | $300.2K | 0.01% | −2,117−33.5% | Reduced |
| Warner Group LLC | 4,192 | $300.1K | 0.07% | +4,192 | New |
| Moneta Group Investment Advisors LLC | 4,154 | $297.4K | 0.00% | +17+0.4% | Added |
| Shakespeare Wealth Management, Inc. | 4,142 | $296.6K | 0.08% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 4,139 | $296.4K | 0.02% | +497+13.6% | Added |
| Prime Capital Investment Advisors, LLC | 4,111 | $294.3K | 0.00% | −85−2.0% | Reduced |
| Oslo Pensjonsforsikring AS | 4,105 | $293.9K | 0.03% | +1,419+52.8% | Added |
| Pointe Capital Management LLC | 4,102 | $293.7K | 0.13% | −100−2.4% | Reduced |
| Aegis Wealth Management LLC | 4,069 | $291.3K | 0.14% | +4,069 | New |
| Wealthspire Advisors, LLC | 4,065 | $291.0K | 0.00% | +4,065 | New |
| Wendell David Associates Inc | 4,027 | $288.0K | 0.03% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 4,022 | $288.0K | 0.04% | −26,882−87.0% | Reduced |
| Knollwood Investment Advisory, LLC | 4,008 | $287.0K | 0.03% | 00.0% | Unchanged |
| Gabelli Funds LLC | 4,000 | $286.4K | 0.00% | −1,400−25.9% | Reduced |
| Van Hulzen Asset Management, LLC | 4,000 | $286.4K | 0.02% | +4,000 | New |
| Rexford Capital Inc | 3,950 | $282.8K | 0.17% | +95+2.5% | Added |
| Patten & Patten Inc | 3,915 | $280.3K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,900 | $279.2K | 0.00% | −38−1.0% | Reduced |
| Rialto Wealth Management, LLC | 3,898 | $279.1K | 0.06% | −8−0.2% | Reduced |
| Shelton Capital Management | 3,866 | $276.8K | 0.01% | 00.0% | Unchanged |
| 1st Source Bank | 3,833 | $274.4K | 0.01% | −87−2.2% | Reduced |
| First Western Trust Bank | 3,826 | $273.9K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,825 | $273.9K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,735 | $273.0K | 0.01% | −365−8.9% | Reduced |
| Philadelphia Trust Co | 3,818 | $273.0K | 0.02% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 3,801 | $272.2K | 0.04% | +3,801 | New |
| Hunter Perkins Capital Management, LLC | 3,801 | $272.0K | 0.06% | −181−4.5% | Reduced |
| PFG Investments, LLC | 3,793 | $271.5K | 0.01% | +578+18.0% | Added |
| Charter Trust Co | 3,788 | $271.2K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,717 | $266.1K | 0.01% | +63+1.7% | Added |
| Fortress Private Ledger, LLC | 3,710 | $265.6K | 0.07% | −1,710−31.5% | Reduced |
| GeoWealth Management, LLC | 3,700 | $264.9K | 0.01% | +3,700 | New |