Otis Worldwide Corp (OTIS) — Institutional Holders, Q2 2026

1,233 institutional investment managers reported a OTIS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $25.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← OTIS stock profile

OTIS in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

117

Added to

432

Trimmed

454

Sold out

126

Biggest buyers

Clearbridge InvestmentsAdded · +4,770,365 sh+$341.6M
Independent Franchise Partners LLPAdded · +4,149,820 sh+$297.1M
AQR CAPITAL MANAGEMENTAdded · +3,107,217 sh+$222.5M
FMRAdded · +2,130,460 sh+$152.5M
D. E. ShawAdded · +1,984,275 sh+$142.1M

Biggest sellers

MASSACHUSETTS FINANCIAL SERVICESTrimmed · -3,496,839 sh-$250.4M
PRICE T ROWE ASSOCIATESTrimmed · -2,734,405 sh-$195.8M
Fundsmith LLPSold out · -2,731,635 sh-$195.6M
ALLIANCEBERNSTEIN L.P.Trimmed · -2,519,817 sh-$180.4M
MORGAN STANLEYTrimmed · -1,994,474 sh-$142.8M

OTIS 13F holders ranked 1–100 of 1,233

Institutional investors reporting a position in Otis Worldwide Corp on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 31,620,354 sh	31,620,354	$2.3B	0.03%	-1.9%
2	VANGUARD CAPITAL MANAGEMENT#2 · 25,061,198 sh	25,061,198	$1.8B	0.04%	-0.8%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 19,956,721 sh	19,956,721	$1.4B	0.06%	+1.3%
4	STATE STREET#4 · 16,664,994 sh	16,664,994	$1.2B	0.04%	+2.9%
5	GEODE CAPITAL MANAGEMENT#5 · 12,589,525 sh	12,589,525	$906.4M	0.05%	+1.1%
6	FRANKLIN RESOURCES#6 · 11,784,188 sh	11,784,188	$843.7M	0.18%	+2.3%
7	MORGAN STANLEY#7 · 10,964,838 sh	10,964,838	$785.1M	0.04%	-15.4%
8	FMR#8 · 10,109,592 sh	10,109,592	$723.8M	0.03%	+26.7%
9	NORGES BANK#9 · 8,602,119 sh	8,602,119	$615.9M	0.06%	—
10	Clearbridge Investments#10 · 7,461,546 sh	7,461,546	$534.2M	0.44%	+177.3%
11	PRICE T ROWE ASSOCIATES#11 · 6,104,625 sh	6,104,625	$437.1M	0.04%	-30.9%
12	Mitsubishi UFJ Asset Management , Ltd.#12 · 5,918,140 sh	5,918,140	$423.7M	0.23%	+0.4%
13	D. E. Shaw#13 · 5,439,203 sh	5,439,203	$389.4M	0.19%	+57.4%
14	Independent Franchise Partners LLP#14 · 5,152,104 sh	5,152,104	$368.9M	2.42%	+414.0%
15	AQR CAPITAL MANAGEMENT#15 · 4,625,150 sh	4,625,150	$331.2M	0.12%	+204.7%
16	PineStone Asset Management#16 · 4,290,454 sh	4,290,454	$307.2M	—	-4.5%
17	MASSACHUSETTS FINANCIAL SERVICES#17 · 4,103,431 sh	4,103,431	$303.9M	0.10%	-46.0%
18	Fiera Capital#18 · 4,138,739 sh	4,138,739	$296.3M	1.08%	-15.0%
19	VAN ECK ASSOCIATES#19 · 3,993,011 sh	3,993,011	$285.9M	0.17%	+0.6%
20	Invesco Ltd.#20 · 3,953,975 sh	3,953,975	$283.1M	0.02%	-0.4%
21	NORTHERN#21 · 3,900,999 sh	3,900,999	$279.3M	0.03%	-3.9%
22	BLS CAPITAL FONDSMAEGLERSELSKAB A/S#22 · 3,885,445 sh	3,885,445	$278.2M	10.72%	-11.5%
23	WELLINGTON MANAGEMENT GROUP LLP#23 · 3,335,941 sh	3,335,941	$238.9M	0.04%	-5.3%
24	GOLDMAN SACHS GROUP#24 · 3,165,336 sh	3,165,336	$226.6M	0.02%	+7.2%
25	TWO SIGMA INVESTMENTS#25 · 3,138,794 sh	3,138,794	$224.7M	0.16%	+62.0%
26	CANADA PENSION PLAN INVESTMENT BOARD#26 · 3,114,562 sh	3,114,562	$223.0M	0.12%	-4.5%
27	JPMORGAN CHASE#27 · 3,021,264 sh	3,021,264	$220.3M	0.01%	-19.5%
28	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#28 · 3,071,357 sh	3,071,357	$219.9M	0.04%	-7.2%
29	Canoe Financial#29 · 3,044,476 sh	3,044,476	$218.0M	—	+24.2%
30	Capital Research Global Investors#30 · 2,896,828 sh	2,896,828	$207.4M	0.03%	+0.8%
31	Bank of New York Mellon#31 · 2,741,590 sh	2,741,590	$196.3M	0.03%	-3.8%
32	BANK OF AMERICA#32 · 2,642,922 sh	2,642,922	$189.2M	0.01%	+0.1%
33	CHARLES SCHWAB INVESTMENT MANAGEMENT#33 · 2,480,957 sh	2,480,957	$177.6M	0.02%	+1.3%
34	Legal & General Group Plc#34 · 2,479,254 sh	2,479,254	$177.5M	0.04%	-8.6%
35	SCHRODER INVESTMENT MANAGEMENT GROUP#35 · 2,468,392 sh	2,468,392	$176.7M	0.13%	+1.0%
36	Clean Energy Transition LLP#36 · 2,305,007 sh	2,305,007	$165.0M	11.49%	+225.4%
37	Guinness Asset Management LTD#37 · 2,202,384 sh	2,202,384	$157.6M	2.67%	-6.1%
38	VANGUARD FIDUCIARY#38 · 2,154,445 sh	2,154,445	$154.3M	0.03%	-1.6%
39	PRIMECAP MANAGEMENT#39 · 2,055,440 sh	2,055,440	$147.2M	0.09%	-1.8%
40	DIMENSIONAL FUND ADVISORS#40 · 1,963,270 sh	1,963,270	$140.6M	0.03%	-0.3%
41	CITADEL ADVISORS#41 · 1,953,085 sh	1,953,085	$139.8M	0.02%	+148.4%
42	UBS Group AG#42 · 1,908,190 sh	1,908,190	$136.6M	0.02%	+53.8%
43	BANK OF MONTREAL#43 · 1,906,445 sh	1,906,445	$136.5M	0.04%	+23.3%
44	Amundi#44 · 1,844,777 sh	1,844,777	$132.1M	0.03%	-2.2%
45	USS Investment Management Ltd#45 · 1,759,239 sh	1,759,239	$126.0M	0.45%	-0.5%
46	DEUTSCHE BANK AG\#46 · 1,718,901 sh	1,718,901	$123.1M	0.04%	+13.1%
47	ROYAL BANK OF CANADA#47 · 1,692,479 sh	1,692,479	$121.2M	0.02%	+110.7%
48	RENAISSANCE TECHNOLOGIES#48 · 1,584,200 sh	1,584,200	$113.4M	0.16%	-6.3%
49	Man Group plc#49 · 1,475,345 sh	1,475,345	$105.6M	0.17%	+68.5%
50	Lazard Freres Gestion S.A.S.#50 · 1,417,110 sh	1,417,110	$101.5M	1.76%	+5.7%
51	ALLIANCEBERNSTEIN L.P.#51 · 1,305,675 sh	1,305,675	$100.6M	0.03%	-65.9%
52	Pacer Advisors#52 · 1,367,999 sh	1,367,999	$97.9M	0.25%	New
53	Squarepoint Ops#53 · 1,314,313 sh	1,314,313	$94.1M	0.10%	-4.8%
54	WORLDQUANT MILLENNIUM ADVISORS#54 · 1,311,319 sh	1,311,319	$93.9M	0.32%	+116.3%
55	HSBC PLC#55 · 1,269,413 sh	1,269,413	$90.9M	0.04%	+68.0%
56	CIBC Bancorp USA#56 · 1,196,850 sh	1,196,850	$85.8M	0.10%	-58.2%
57	Swiss National Bank#57 · 1,096,343 sh	1,096,343	$78.5M	0.04%	-4.1%
58	Russell Investments Group, Ltd.#58 · 1,095,264 sh	1,095,264	$78.4M	0.07%	-23.6%
59	NOMURA ASSET MANAGEMENT INTERNATIONAL#59 · 1,088,872 sh	1,088,872	$78.0M	0.12%	-5.8%
60	ExodusPoint Capital Management#60 · 1,055,862 sh	1,055,862	$75.6M	0.49%	+37.7%
61	SCHARF INVESTMENTS#61 · 1,007,995 sh	1,007,995	$72.2M	2.38%	-13.6%
62	FIFTHDELTA Ltd#62 · 981,190 sh	981,190	$70.3M	8.24%	+5.8%
63	Nuveen#63 · 961,010 sh	961,010	$68.8M	0.02%	-18.4%
64	Qube Research & Technologies Ltd#64 · 951,989 sh	951,989	$68.2M	0.06%	-12.4%
65	CITIGROUP#65 · 926,254 sh	926,254	$66.3M	0.02%	-2.4%
66	Vanguard Global Advisers#66 · 910,424 sh	910,424	$65.2M	0.03%	+7.0%
67	HRT FINANCIAL#67 · 891,285 sh	891,285	$63.8M	0.16%	+30.7%
68	WELLS FARGO & COMPANY#68 · 880,714 sh	880,714	$63.1M	0.01%	+18.3%
69	Gates Capital Management#69 · 867,273 sh	867,273	$62.1M	1.49%	+17.6%
70	Pictet Asset Management Holding SA#70 · 848,438 sh	848,438	$60.7M	0.06%	-38.7%
71	CI INVESTMENTS#71 · 844,938 sh	844,938	$60.5M	0.19%	New
72	BNP Paribas Asset Management Holding S.A.#72 · 831,638 sh	831,638	$59.5M	0.06%	-4.1%
73	Sumitomo Mitsui#73 · 826,066 sh	826,066	$59.1M	0.03%	-0.7%
74	SG Americas Securities#74 · 813,630 sh	813,630	$58.3M	0.03%	+154.4%
75	BNP PARIBAS FINANCIAL MARKETS#75 · 766,832 sh	766,832	$54.9M	0.02%	+11.1%
76	National Pension Service#76 · 761,439 sh	761,439	$54.5M	0.04%	+16.6%
77	GREAT LAKES ADVISORS#77 · 759,953 sh	759,953	$54.4M	0.41%	+22.6%
78	RAYMOND JAMES FINANCIAL#78 · 757,154 sh	757,154	$54.2M	0.01%	+56.0%
79	VANGUARD ASSET MANAGEMENT, Ltd#79 · 750,800 sh	750,800	$53.8M	0.04%	+12.2%
80	VICTORY CAPITAL MANAGEMENT#80 · 749,401 sh	749,401	$53.7M	0.03%	+0.8%
81	DnB Asset Management AS#81 · 746,976 sh	746,976	$53.5M	0.15%	-0.8%
82	Allianz Asset Management GmbH#82 · 710,444 sh	710,444	$52.6M	0.05%	+29.2%
83	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#83 · 733,014 sh	733,014	$52.5M	0.02%	-39.8%
84	RHUMBLINE ADVISERS#84 · 716,059 sh	716,059	$51.3M	0.04%	-6.0%
85	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#85 · 691,556 sh	691,556	$49.5M	0.03%	0.0%
86	Neuberger Berman Group#86 · 673,159 sh	673,159	$48.3M	0.03%	+2.7%
87	BROWN BROTHERS HARRIMAN#87 · 670,926 sh	670,926	$48.0M	0.21%	-13.8%
88	ENVESTNET ASSET MANAGEMENT#88 · 634,538 sh	634,538	$45.4M	0.01%	+36.8%
89	Quantinno Capital Management#89 · 633,649 sh	633,649	$45.4M	0.05%	+155.4%
90	Fisher Asset Management#90 · 587,018 sh	587,018	$42.0M	0.01%	-5.2%
91	PRINCIPAL FINANCIAL GROUP#91 · 582,859 sh	582,859	$41.7M	0.02%	+33.3%
92	BARCLAYS PLC#92 · 575,468 sh	575,468	$41.2M	<0.01%	-32.7%
93	SEI INVESTMENTS#93 · 574,680 sh	574,680	$41.1M	0.04%	+8.3%
94	AMERIPRISE FINANCIAL#94 · 549,082 sh	549,082	$39.3M	<0.01%	+4.3%
95	TUDOR INVESTMENT ET AL#95 · 540,436 sh	540,436	$38.7M	0.05%	New
96	PRUDENTIAL FINANCIAL#96 · 533,373 sh	533,373	$38.2M	0.04%	+137.6%
97	VOLORIDGE INVESTMENT MANAGEMENT#97 · 510,297 sh	510,297	$36.5M	0.16%	-44.5%
98	FIRST ADVISORS#98 · 468,973 sh	468,973	$33.6M	0.02%	-18.2%
99	GFI Investment Counsel Ltd.#99 · 442,927 sh	442,927	$31.7M	4.30%	-24.3%
100	HighTower Advisors#100 · 421,311 sh	421,311	$30.2M	0.03%	-26.7%

Funds that sold out of OTIS in Q2 2026 (126)

Held OTIS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held OTIS in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Fundsmith LLP2,731,635 sh	2,731,635	$210.6M
JACOBS LEVY EQUITY MANAGEMENT1,337,699 sh	1,337,699	$103.1M
LONDON OF VIRGINIA1,121,660 sh	1,121,660	$86.5M
FUNDSMITH INVESTMENT SERVICES LTD.966,787 sh	966,787	$74.5M
MARSHALL WACE, LLP607,939 sh	607,939	$46.9M
ANCHOR CAPITAL ADVISORS555,220 sh	555,220	$42.8M
T. Rowe Price Investment Management240,312 sh	240,312	$18.5M
BCV Asset Management123,691 sh	123,691	$9.5M
TWINBEECH CAPITAL77,400 sh	77,400	$6.0M
Sciencast Management75,916 sh	75,916	$5.9M
Point72 Asset Management, L.P.62,710 sh	62,710	$4.8M
Oxbow Advisors62,449 sh	62,449	$4.8M
ANTIPODES PARTNERS Ltd61,687 sh	61,687	$4.8M
AIA Group Ltd41,260 sh	41,260	$3.2M
WINTON GROUP Ltd34,552 sh	34,552	$2.7M
Entropy Technologies31,787 sh	31,787	$2.5M
SummitTX Capital, L.P.31,689 sh	31,689	$2.4M
EVOKE WEALTH25,086 sh	25,086	$1.9M
Emmett Investment Management19,525 sh	19,525	$1.5M
Aware Super Pty Ltd as trustee of Aware Super16,356 sh	16,356	$1.3M
ARQ WEALTH ADVISORS15,526 sh	15,526	$1.2M
LEDERER & ASSOCIATES INVESTMENT COUNSEL10,167 sh	10,167	$784.0K
OXFORD ASSET MANAGEMENT LLP10,064 sh	10,064	$775.7K
Belpointe Asset Management9,336 sh	9,336	$719.6K
Blueshift Asset Management9,209 sh	9,209	$709.8K
COOKSON PEIRCE8,512 sh	8,512	$656.1K
nVerses Capital6,976 sh	6,976	$537.7K
111 Capital6,481 sh	6,481	$499.6K
Frank, Rimerman Advisors5,545 sh	5,545	$427.4K
Beaumont Asset Management, L.L.C.5,234 sh	5,234	$403.5K
Freestone Capital5,161 sh	5,161	$397.8K
Gateway Wealth Partners5,151 sh	5,151	$397.1K
LMR Partners LLP4,942 sh	4,942	$380.9K
Vancity Investment Management Ltd4,672 sh	4,672	$360.0K
Patriot Financial Group Insurance Agency4,568 sh	4,568	$352.1K
ABC ARBITRAGE SA4,358 sh	4,358	$335.9K
Sage Capital Management3,923 sh	3,923	$302.6K
Radnor Capital Management3,892 sh	3,892	$300.0K
Grey Ledge Advisors3,597 sh	3,597	$277.3K
INCEPTIONR3,568 sh	3,568	$275.0K
ARMISTICE CAPITAL3,535 sh	3,535	$272.5K
BSW Wealth Partners3,503 sh	3,503	$270.0K
SANDERS MORRIS HARRIS3,500 sh	3,500	$269.8K
HORAN Wealth3,096 sh	3,096	$267.1K
CreativeOne Wealth3,391 sh	3,391	$261.4K
WEDBUSH SECURITIES3,354 sh	3,354	$259.0K
FIRST CITIZENS BANK3,264 sh	3,264	$251.6K
COLDSTREAM CAPITAL MANAGEMENT3,240 sh	3,240	$249.8K
FOSTER & MOTLEY3,218 sh	3,218	$248.0K
Interchange Capital Partners2,405 sh	2,405	$244.7K
Verdence Capital Advisors3,134 sh	3,134	$241.6K
AE Wealth Management3,115 sh	3,115	$240.1K
Aprio Wealth Management3,016 sh	3,016	$232.5K
GKV Capital Management2,250 sh	2,250	$232.2K
KINGSWOOD WEALTH ADVISORS3,008 sh	3,008	$231.9K
St. Louis3,000 sh	3,000	$231.2K
Bleichroeder3,000 sh	3,000	$231.2K
Advisor OS2,958 sh	2,958	$228.0K
GAMCO INVESTORS, ET AL2,900 sh	2,900	$223.5K
JM2 Capital2,888 sh	2,888	$222.6K
PATTON FUND MANAGEMENT2,850 sh	2,850	$219.7K
J. Team Financial2,840 sh	2,840	$218.9K
Legacy2,798 sh	2,798	$215.7K
Scientech Research2,787 sh	2,787	$214.8K
Bank Julius Baer & Ltd, Zurich2,783 sh	2,783	$214.5K
Aull & Monroe Investment Management2,770 sh	2,770	$213.5K
Heritage Wealth Management2,767 sh	2,767	$213.3K
Calamos Wealth Management2,765 sh	2,765	$213.1K
KOM Wealth Management Group2,765 sh	2,765	$213.1K
Vann Equity Management2,710 sh	2,710	$208.9K
KRAEMATON INVESTMENT ADVISORS2,698 sh	2,698	$207.9K
Eagle Wealth Advisors2,685 sh	2,685	$207.0K
IHT Wealth Management2,684 sh	2,684	$206.9K
LCM Capital Management2,670 sh	2,670	$205.8K
NTV ASSET MANAGEMENT2,650 sh	2,650	$204.3K
Mengis Capital Management2,650 sh	2,650	$204.3K
BURKE & HERBERT BANK2,649 sh	2,649	$204.2K
Montecito Bank2,640 sh	2,640	$203.5K
Riverwater Partners2,639 sh	2,639	$203.4K
Supplemental Annuity Collective of NJ2,639 sh	2,639	$203.4K
R Squared Ltd2,623 sh	2,623	$202.2K
Kuhn & Investment Counsel2,609 sh	2,609	$201.1K
Wellington Shields2,346 sh	2,346	$180.8K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt1,850 sh	1,850	$142.6K
Bayforest Capital Ltd1,712 sh	1,712	$132.0K
GROUP ONE TRADING, L.P.1,652 sh	1,652	$127.3K
Trust Co1,625 sh	1,625	$125.3K
Destiny Wealth Partners1,526 sh	1,526	$117.6K
Opal Wealth Advisors1,468 sh	1,468	$113.2K
RESOURCES MANAGEMENT /CT1,290 sh	1,290	$99.0K
Root Financial Partners1,254 sh	1,254	$96.7K
Annis Gardner Whiting Capital Advisors901 sh	901	$69.5K
Capula Management Ltd760 sh	760	$58.6K
BELLEVUE ASSET MANAGEMENT716 sh	716	$55.2K
Wall Street Financial Group538 sh	538	$41.5K
Wellington Shields Capital Management400 sh	400	$30.8K
Kohmann Bosshard Financial Services382 sh	382	$29.4K
Missouri & Investment295 sh	295	$22.7K
Golden State Equity Partners226 sh	226	$17.4K
Clayton Financial Group175 sh	175	$13.5K

And 26 smaller positions.

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.