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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 3,688 | $264.1K | 0.01% | +1,070+40.9% | Added |
| Mirabella Financial Services LLP | 3,648 | $261.2K | 0.03% | +3,648 | New |
| Sovereign Financial Group, Inc. | 3,646 | $261.0K | 0.04% | −136−3.6% | Reduced |
| Busey Wealth Management | 3,632 | $260.1K | 0.01% | −3−0.1% | Reduced |
| Syon Capital LLC | 3,628 | $259.8K | 0.01% | +3,628 | New |
| Cigna Investments Inc | 3,612 | $259.0K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,614 | $258.8K | 0.00% | +750+26.2% | Added |
| Checchi Capital Advisers, LLC | 3,612 | $258.6K | 0.02% | −877−19.5% | Reduced |
| Moody National Bank Trust Division | 3,596 | $257.5K | 0.02% | +30+0.8% | Added |
| Trust Co of Virginia | 3,560 | $254.9K | 0.02% | −153−4.1% | Reduced |
| Evelyn Partners Group Ltd | 3,544 | $253.8K | 0.00% | +3,544 | New |
| Arlington Partners LLC | 3,539 | $253.4K | 0.46% | +487+16.0% | Added |
| StoneX Group Inc. | 3,426 | $252.5K | 0.01% | +3,426 | New |
| Howland Capital Management LLC | 3,523 | $252.2K | 0.01% | +199+6.0% | Added |
| Menora Mivtachim Holdings Ltd. | 3,500 | $250.6K | 0.00% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,487 | $249.7K | 0.01% | +225+6.9% | Added |
| Insigneo Advisory Services, LLC | 3,463 | $248.0K | 0.01% | +3,463 | New |
| Reuter James Wealth Management, LLC | 3,450 | $247.0K | 0.03% | +571+19.8% | Added |
| Ellevest, Inc. | 3,348 | $245.7K | 0.03% | +96+3.0% | Added |
| Holderness Investments Co | 3,418 | $244.7K | 0.04% | −77−2.2% | Reduced |
| Great Diamond Partners, LLC | 3,394 | $243.0K | 0.04% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 3,392 | $242.9K | 0.02% | 00.0% | Unchanged |
| Farmers National Bank | 3,375 | $241.7K | 0.05% | 00.0% | Unchanged |
| Orographic Financial Advisors, LLC | 3,259 | $241.0K | 0.16% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,351 | $239.9K | 0.01% | +289+9.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,347 | $239.6K | 0.01% | +547+19.5% | Added |
| Northwest Bancshares, Inc. | 3,343 | $239.4K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,341 | $239.2K | 0.01% | −145−4.2% | Reduced |
| Kera Capital Partners, Inc. | 3,315 | $237.4K | 0.02% | +3,315 | New |
| Quadcap Wealth Management, LLC | 3,311 | $237.1K | 0.02% | +281+9.3% | Added |
| Fiduciary Group LLC | 3,303 | $236.5K | 0.02% | −200−5.7% | Reduced |
| Bell Investment Advisors, Inc | 3,283 | $235.1K | 0.03% | −124−3.6% | Reduced |
| Boyd Watterson Asset Management LLC | 3,282 | $235.0K | 0.06% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 3,190 | $233.0K | 0.15% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,235 | $231.6K | 0.00% | −39−1.2% | Reduced |
| Invesco, LLC | 3,222 | $230.7K | 0.07% | 00.0% | Unchanged |
| Tannin Capital LLC | 3,205 | $229.5K | 0.15% | +3,205 | New |
| Mystic Asset Management, Inc. | 3,201 | $229.2K | 0.05% | 00.0% | Unchanged |
| Fruth Investment Management | 3,200 | $229.0K | 0.05% | −150−4.5% | Reduced |
| Atomi Financial Group, Inc. | 3,182 | $227.8K | 0.01% | −35−1.1% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,167 | $226.8K | 0.14% | −546−14.7% | Reduced |
| DF Dent & Co Inc | 3,165 | $226.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,126 | $223.8K | 0.07% | −174−5.3% | Reduced |
| Proficio Capital Partners LLC | 3,118 | $223.2K | 0.01% | +3,118 | New |
| Claret Asset Management Corp | 3,119 | $223.0K | 0.02% | +3,119 | New |
| Independent Financial Group, LLC | 3,092 | $221.4K | 0.00% | −272−8.1% | Reduced |
| Flagship Harbor Advisors, LLC | 3,068 | $219.7K | 0.01% | −181−5.6% | Reduced |
| Meridian Wealth Management, LLC | 3,030 | $217.0K | 0.01% | +5+0.2% | Added |
| General Partner, Inc. | 3,029 | $216.9K | 0.12% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,024 | $216.6K | 0.01% | +3,024 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,011 | $215.6K | 0.03% | −60−2.0% | Reduced |
| Sentinus, LLC | 3,009 | $215.5K | 0.02% | +3,009 | New |
| Sound View Wealth Advisors Group, LLC | 3,003 | $215.0K | 0.01% | −126−4.0% | Reduced |
| Systematic Financial Management LP | 3,000 | $214.8K | 0.00% | 00.0% | Unchanged |
| Becker Capital Management Inc | 2,992 | $214.2K | 0.01% | +10.0% | Added |
| Hazlett, Burt & Watson, Inc. | 3,000 | $214.0K | 0.06% | 00.0% | Unchanged |
| Boston Family Office LLC | 2,967 | $212.0K | 0.01% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 2,910 | $208.4K | 0.10% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 2,903 | $207.9K | 0.00% | +2,903 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,903 | $207.9K | 0.06% | +2,903 | New |
| Inscription Capital, LLC | 2,896 | $207.3K | 0.02% | +2,896 | New |
| Beese Fulmer Investment Management, Inc. | 2,882 | $206.4K | 0.01% | −1,190−29.2% | Reduced |
| Copeland Capital Management, LLC | 2,872 | $205.6K | 0.00% | −588−17.0% | Reduced |
| Harbour Investments, Inc. | 2,867 | $205.3K | 0.00% | +100+3.6% | Added |
| Roehl & Yi Investment Advisors, LLC | 2,863 | $205.0K | 0.07% | +4+0.1% | Added |
| Tiemann Investment Advisors, LLC | 2,857 | $204.6K | 0.07% | −142−4.7% | Reduced |
| Knightsbridge Asset Management, LLC | 2,843 | $203.5K | 0.03% | +2,843 | New |
| LGT Group Foundation | 2,814 | $201.5K | 0.00% | −792−22.0% | Reduced |
| Forbes J M & Co LLP | 2,806 | $200.9K | 0.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,805 | $200.8K | 0.01% | +113+4.2% | Added |
| First National Bank of Omaha | 2,750 | $200.5K | 0.01% | −352−11.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,797 | $200.3K | 0.00% | −367−11.6% | Reduced |
| Colonial Trust Co | 2,733 | $195.7K | 0.02% | +45+1.7% | Added |
| PFA Pension, Forsikringsaktieselskab | 2,719 | $194.7K | 0.00% | −555,077−99.5% | Reduced |
| St Germain D J Co Inc | 2,709 | $194.0K | 0.01% | −212−7.3% | Reduced |
| S.A. Mason LLC | 2,672 | $191.3K | 0.06% | −148−5.2% | Reduced |
| Corient IA LLC | 2,660 | $190.5K | 0.18% | 00.0% | Unchanged |
| Bokf, NA | 2,569 | $183.9K | 0.00% | −323−11.2% | Reduced |
| Caldwell Trust Co | 2,569 | $183.9K | 0.01% | −205−7.4% | Reduced |
| Washington Trust Advisors, Inc. | 2,567 | $183.8K | 0.01% | +190+8.0% | Added |
| New England Capital Financial Advisors LLC | 2,543 | $182.1K | 0.04% | +10+0.4% | Added |
| Manning & Napier Advisors LLC | 2,410 | $175.7K | 0.00% | +40+1.7% | Added |
| McDonald Partners LLC | 2,344 | $167.8K | 0.04% | +2,344 | New |
| Penserra Capital Management LLC | 2,284 | $163.0K | 0.00% | +47+2.1% | Added |
| Silicon Valley Capital Partners | 2,272 | $162.7K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,268 | $162.4K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 2,211 | $158.3K | 0.07% | −406−15.5% | Reduced |
| Mather Group, LLC. | 2,185 | $156.5K | 0.00% | −370−14.5% | Reduced |
| Smartleaf Asset Management LLC | 2,128 | $155.2K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 2,098 | $150.2K | 0.07% | +1,804+613.6% | Added |
| City Holding Co | 2,059 | $147.4K | 0.02% | −379−15.5% | Reduced |
| Napier Financial, LLC | 2,054 | $147.1K | 0.03% | −26−1.3% | Reduced |
| Aberdeen Wealth Management LLC | 1,999 | $143.1K | 0.07% | −1,300−39.4% | Reduced |
| Cape Investment Advisory, Inc. | 1,989 | $142.4K | 0.04% | +1,989 | New |
| International Assets Investment Management, LLC | 1,960 | $138.5K | 0.01% | −88−4.3% | Reduced |
| Ancora Advisors, LLC | 1,931 | $138.3K | 0.00% | −732−27.5% | Reduced |
| Centaurus Financial, Inc. | 1,924 | $138.0K | 0.01% | +28+1.5% | Added |
| True Wealth Design, LLC | 1,923 | $137.7K | 0.03% | +1,373+249.6% | Added |
| Continuum Advisory, LLC | 1,870 | $133.9K | 0.01% | +1,870 | New |
| Institute for Wealth Management, LLC. | 1,861 | $133.2K | 0.01% | +1,861 | New |