Otis Worldwide Corp (OTIS) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
OTIS 13F holders ranked 1,001–1,100 of 1,233
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Owl Creek Wealth Partners#1001 · 510 sh | 510 | $36.5K | — | +112.5% |
| 1002 | KELLEHER FINANCIAL ADVISORS#1002 · 506 sh | 506 | $36.2K | <0.01% | +100.0% |
| 1003 | Cypress Capital Management (WY)#1003 · 500 sh | 500 | $35.8K | 0.03% | 0.0% |
| 1004 | Hilltop National Bank#1004 · 500 sh | 500 | $35.8K | — | 0.0% |
| 1005 | TOTH FINANCIAL ADVISORY#1005 · 500 sh | 500 | $35.8K | — | 0.0% |
| 1006 | Quaker Wealth Management#1006 · 499 sh | 499 | $35.8K | — | -2.3% |
| 1007 | First Bancorp#1007 · 481 sh | 481 | $34.4K | — | New |
| 1008 | GABLES CAPITAL MANAGEMENT#1008 · 475 sh | 475 | $34.0K | 0.01% | 0.0% |
| 1009 | CoreFirst Bank#1009 · 473 sh | 473 | $33.9K | 0.02% | 0.0% |
| 1010 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1010 · 431 sh | 431 | $30.9K | <0.01% | -36.4% |
| 1011 | United Community Bank#1011 · 425 sh | 425 | $30.4K | <0.01% | +39.3% |
| 1012 | Silver Grove Financial Group#1012 · 422 sh | 422 | $30.2K | 0.02% | New |
| 1013 | MCF Advisors#1013 · 421 sh | 421 | $30.1K | <0.01% | 0.0% |
| 1014 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#1014 · 415 sh | 415 | $29.7K | <0.01% | New |
| 1015 | Keating Financial Advisory Services#1015 · 410 sh | 410 | $29.4K | <0.01% | +9.6% |
| 1016 | MTM Investment Management#1016 · 408 sh | 408 | $29.2K | <0.01% | 0.0% |
| 1017 | Regatta Research & Money Management#1017 · 408 sh | 408 | $29.2K | 0.03% | — |
| 1018 | Addison Advisors#1018 · 406 sh | 406 | $29.1K | 0.01% | -87.7% |
| 1019 | Capital Advisors, Ltd.#1019 · 400 sh | 400 | $29.0K | <0.01% | -13.4% |
| 1020 | Financial Network Wealth Advisors#1020 · 405 sh | 405 | $29.0K | 0.03% | +1.2% |
| 1021 | ZRC WEALTH MANAGEMENT#1021 · 402 sh | 402 | $28.8K | — | +1910.0% |
| 1022 | Independence Bank of Kentucky#1022 · 401 sh | 401 | $28.7K | — | 0.0% |
| 1023 | Boreal Capital Management#1023 · 400 sh | 400 | $28.6K | 0.02% | 0.0% |
| 1024 | CHESAPEAKE ASSET MANAGEMENT#1024 · 397 sh | 397 | $28.4K | 0.02% | -27.8% |
| 1025 | Mowery & Schoenfeld Wealth Management#1025 · 396 sh | 396 | $28.4K | 0.04% | 0.0% |
| 1026 | MidFirst Bank#1026 · 396 sh | 396 | $28.4K | <0.01% | 0.0% |
| 1027 | Cherry Tree Wealth Management#1027 · 391 sh | 391 | $28.0K | — | -61.3% |
| 1028 | TFC Financial Management#1028 · 387 sh | 387 | $27.7K | — | 0.0% |
| 1029 | LOOMIS SAYLES & L P#1029 · 381 sh | 381 | $27.3K | 0.00% | +64.2% |
| 1030 | Vision Retirement#1030 · 378 sh | 378 | $27.1K | <0.01% | +0.3% |
| 1031 | Orion Capital Management#1031 · 375 sh | 375 | $26.9K | <0.01% | 0.0% |
| 1032 | FLAGSHIP WEALTH ADVISORS#1032 · 368 sh | 368 | $26.3K | <0.01% | 0.0% |
| 1033 | MONETARY MANAGEMENT GROUP#1033 · 359 sh | 359 | $25.7K | <0.01% | 0.0% |
| 1034 | MOTCO#1034 · 353 sh | 353 | $25.3K | <0.01% | +2.3% |
| 1035 | Paladin Advisory Group#1035 · 353 sh | 353 | $25.3K | 0.02% | 0.0% |
| 1036 | Jackson, Grant Investment Advisers#1036 · 349 sh | 349 | $25.0K | <0.01% | -25.1% |
| 1037 | JFS WEALTH ADVISORS#1037 · 348 sh | 348 | $24.9K | <0.01% | -5.9% |
| 1038 | American Capital Advisory#1038 · 348 sh | 348 | $24.9K | <0.01% | +1.8% |
| 1039 | Westside Investment Management#1039 · 336 sh | 336 | $24.1K | <0.01% | 0.0% |
| 1040 | VALLEY NATIONAL ADVISERS#1040 · 320 sh | 320 | $22.9K | — | 0.0% |
| 1041 | Oakworth Capital#1041 · 314 sh | 314 | $22.4K | — | -4.6% |
| 1042 | Prestige Wealth Management Group#1042 · 304 sh | 304 | $21.8K | <0.01% | +3.8% |
| 1043 | Investment Research & Advisory Group#1043 · 290 sh | 290 | $21.8K | — | 0.0% |
| 1044 | JNBA Financial Advisors#1044 · 303 sh | 303 | $21.7K | <0.01% | 0.0% |
| 1045 | HOERTKORN RICHARD CHARLES#1045 · 300 sh | 300 | $21.5K | 0.01% | 0.0% |
| 1046 | OLD SECOND NATIONAL BANK OF AURORA#1046 · 300 sh | 300 | $21.5K | — | 0.0% |
| 1047 | Pinnacle Wealth Planning Services#1047 · 284 sh | 284 | $20.3K | <0.01% | -42.3% |
| 1048 | FIRST UNITED BANK#1048 · 275 sh | 275 | $19.7K | — | 0.0% |
| 1049 | E Fund Management (Hong Kong) , Ltd.#1049 · 274 sh | 274 | $19.6K | <0.01% | +953.8% |
| 1050 | Activest Wealth Management#1050 · 268 sh | 268 | $19.2K | — | +201.1% |
| 1051 | GW&K Investment Management#1051 · 255 sh | 255 | $18.0K | <0.01% | +3.7% |
| 1052 | Measured Wealth Private Client Group#1052 · 251 sh | 251 | $18.0K | <0.01% | 0.0% |
| 1053 | Abound Wealth Management#1053 · 250 sh | 250 | $17.9K | — | -29.2% |
| 1054 | Mascoma Wealth Management#1054 · 250 sh | 250 | $17.9K | — | 0.0% |
| 1055 | Burnham#1055 · 250 sh | 250 | $17.9K | 0.01% | — |
| 1056 | Physician Wealth Advisors#1056 · 246 sh | 246 | $17.6K | — | +9.8% |
| 1057 | STANCE CAPITAL#1057 · 246 sh | 246 | $17.6K | <0.01% | -99.4% |
| 1058 | CONSULTIVA WEALTH MANAGEMENT#1058 · 245 sh | 245 | $17.5K | 0.04% | 0.0% |
| 1059 | HIGHLINE WEALTH PARTNERS#1059 · 237 sh | 237 | $17.0K | — | +17.3% |
| 1060 | Central Pacific Bank - Division#1060 · 235 sh | 235 | $16.8K | — | 0.0% |
| 1061 | Bradley & Private Wealth Management#1061 · 230 sh | 230 | $16.5K | — | 0.0% |
| 1062 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#1062 · 220 sh | 220 | $15.8K | <0.01% | -64.5% |
| 1063 | Meramec Financial Planners#1063 · 214 sh | 214 | $15.7K | <0.01% | -38.0% |
| 1064 | Nemes Rush Group#1064 · 217 sh | 217 | $15.5K | <0.01% | 0.0% |
| 1065 | NBC SECURITIES#1065 · 215 sh | 215 | $15.4K | — | -55.6% |
| 1066 | BIRCHBROOK#1066 · 212 sh | 212 | $15.2K | — | 0.0% |
| 1067 | Bravera Wealth#1067 · 212 sh | 212 | $15.2K | <0.01% | -7.8% |
| 1068 | Crews Bank#1068 · 210 sh | 210 | $15.0K | <0.01% | -21.9% |
| 1069 | Newbridge Financial Services Group#1069 · 208 sh | 208 | $14.9K | — | -6.7% |
| 1070 | TD Capital Management#1070 · 204 sh | 204 | $14.6K | <0.01% | +0.5% |
| 1071 | Olistico Wealth#1071 · 200 sh | 200 | $14.3K | — | 0.0% |
| 1072 | BARRETT & COMPANY#1072 · 200 sh | 200 | $14.3K | — | 0.0% |
| 1073 | HORIZON FINANCIAL SERVICES#1073 · 198 sh | 198 | $14.2K | <0.01% | New |
| 1074 | Hara Capital#1074 · 195 sh | 195 | $14.0K | <0.01% | 0.0% |
| 1075 | West Branch Capital#1075 · 192 sh | 192 | $13.7K | — | 0.0% |
| 1076 | ENTRUST FINANCIAL#1076 · 187 sh | 187 | $13.4K | <0.01% | 0.0% |
| 1077 | ACTION POINT FINANCIAL PLANNING#1077 · 186 sh | 186 | $13.0K | <0.01% | New |
| 1078 | Financial Perspectives#1078 · 180 sh | 180 | $12.9K | <0.01% | 0.0% |
| 1079 | James T. Borello RIA#1079 · 178 sh | 178 | $12.7K | — | +29.0% |
| 1080 | Glen Eagle Advisors#1080 · 174 sh | 174 | $12.5K | <0.01% | 0.0% |
| 1081 | Cedar Mountain Advisors#1081 · 174 sh | 174 | $12.4K | — | 0.0% |
| 1082 | LifeSteps Financial#1082 · 171 sh | 171 | $12.2K | — | New |
| 1083 | Tanglewood Legacy Advisors#1083 · 167 sh | 167 | $12.0K | <0.01% | 0.0% |
| 1084 | Cranbrook Wealth Management#1084 · 162 sh | 162 | $11.6K | <0.01% | 0.0% |
| 1085 | Kemnay Advisory Services#1085 · 162 sh | 162 | $11.6K | <0.01% | +3.8% |
| 1086 | Rachor Investment Advisory Services#1086 · 160 sh | 160 | $11.5K | <0.01% | 0.0% |
| 1087 | Archer Investment#1087 · 155 sh | 155 | $11.1K | <0.01% | 0.0% |
| 1088 | Avion Wealth#1088 · 156 sh | 156 | $11.0K | <0.01% | +218.4% |
| 1089 | Johnson Financial Group#1089 · 152 sh | 152 | $10.9K | <0.01% | 0.0% |
| 1090 | EDMOND DE ROTHSCHILD HOLDING S.A.#1090 · 150 sh | 150 | $10.7K | <0.01% | 0.0% |
| 1091 | Concord Wealth Partners#1091 · 148 sh | 148 | $10.6K | <0.01% | New |
| 1092 | Cornerstone Planning Group#1092 · 149 sh | 149 | $10.5K | — | +62.0% |
| 1093 | TOUNJIAN ADVISORY PARTNERS#1093 · 146 sh | 146 | $10.4K | <0.01% | New |
| 1094 | Kilter Group#1094 · 142 sh | 142 | $10.2K | <0.01% | +102.9% |
| 1095 | Vermillion Wealth Management#1095 · 142 sh | 142 | $10.2K | — | +545.5% |
| 1096 | CNB Bank#1096 · 141 sh | 141 | $10.1K | <0.01% | 0.0% |
| 1097 | Frazier Financial Advisors#1097 · 140 sh | 140 | $10.1K | <0.01% | 0.0% |
| 1098 | High Note Wealth#1098 · 139 sh | 139 | $10.0K | <0.01% | +56.2% |
| 1099 | SITTNER & NELSON#1099 · 137 sh | 137 | $9.8K | <0.01% | +16.1% |
| 1100 | Financial Management Professionals#1100 · 137 sh | 137 | $9.8K | — | New |
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.