Otis Worldwide Corp (OTIS) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 1,233
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | TOMPKINS FINANCIAL#1101 · 130 sh | 130 | $9.3K | — | -22.2% |
| 1102 | JPL Wealth Management#1102 · 128 sh | 128 | $9.2K | <0.01% | -0.8% |
| 1103 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1103 · 124 sh | 124 | $8.9K | — | +6.9% |
| 1104 | Cornerstone Financial Management#1104 · 123 sh | 123 | $8.8K | <0.01% | +25.5% |
| 1105 | CHILTON CAPITAL MANAGEMENT#1105 · 119 sh | 119 | $8.5K | <0.01% | 0.0% |
| 1106 | Global X Japan , Ltd.#1106 · 117 sh | 117 | $8.4K | — | -48.9% |
| 1107 | Investors Research#1107 · 116 sh | 116 | $8.3K | — | New |
| 1108 | RAFFA WEALTH MANAGEMENT#1108 · 114 sh | 114 | $8.2K | <0.01% | +10.7% |
| 1109 | Dorato Capital Management#1109 · 110 sh | 110 | $8.0K | — | 0.0% |
| 1110 | Bare Financial Services#1110 · 112 sh | 112 | $8.0K | <0.01% | New |
| 1111 | ARMSTRONG ADVISORY GROUP#1111 · 111 sh | 111 | $7.9K | — | -19.6% |
| 1112 | CBIZ Investment Advisory Services#1112 · 100 sh | 100 | $7.7K | <0.01% | 0.0% |
| 1113 | Rosenberg Matthew Hamilton#1113 · 107 sh | 107 | $7.7K | — | 0.0% |
| 1114 | CGC Financial Services#1114 · 105 sh | 105 | $7.5K | — | -4.5% |
| 1115 | LOGAN CAPITAL MANAGEMENT#1115 · 101 sh | 101 | $7.2K | <0.01% | New |
| 1116 | Lavaca Capital#1116 · 100 sh | 100 | $7.2K | <0.01% | 0.0% |
| 1117 | YANKCOM Partnership#1117 · 100 sh | 100 | $7.2K | — | 0.0% |
| 1118 | VSM Wealth Advisory#1118 · 100 sh | 100 | $7.2K | <0.01% | 0.0% |
| 1119 | Kentucky#1119 · 100 sh | 100 | $7.2K | — | 0.0% |
| 1120 | Joseph Group Capital Management#1120 · 98 sh | 98 | $7.0K | <0.01% | New |
| 1121 | CKW FINANCIAL GROUP#1121 · 104 sh | 104 | $7.0K | <0.01% | 0.0% |
| 1122 | Spectrum Wealth Advisory Group#1122 · 95 sh | 95 | $6.8K | <0.01% | New |
| 1123 | Coastline#1123 · 90 sh | 90 | $6.4K | — | -36.6% |
| 1124 | Rakuten Securities#1124 · 90 sh | 90 | $6.4K | <0.01% | +4400.0% |
| 1125 | SUMMIT SECURITIES GROUP#1125 · 89 sh | 89 | $6.4K | <0.01% | +39.1% |
| 1126 | Bogart Wealth#1126 · 88 sh | 88 | $6.3K | <0.01% | +158.8% |
| 1127 | Downshift Financial#1127 · 85 sh | 85 | $6.1K | — | New |
| 1128 | High Point Wealth Management#1128 · 80 sh | 80 | $5.7K | <0.01% | 0.0% |
| 1129 | COMPASS FINANCIAL MANAGEMENT#1129 · 79 sh | 79 | $5.7K | <0.01% | — |
| 1130 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#1130 · 79 sh | 79 | $5.7K | 0.00% | 0.0% |
| 1131 | Principia Wealth Advisory#1131 · 79 sh | 79 | $5.7K | <0.01% | +558.3% |
| 1132 | Acumen Wealth Advisors#1132 · 77 sh | 77 | $5.5K | <0.01% | -67.9% |
| 1133 | Mosley Wealth Management#1133 · 77 sh | 77 | $5.5K | — | +2.7% |
| 1134 | FIRST COMMUNITY NA#1134 · 75 sh | 75 | $5.4K | — | -44.9% |
| 1135 | Financial Gravity Companies, (FGCO)#1135 · 70 sh | 70 | $5.0K | <0.01% | — |
| 1136 | Spurstone Advisory Services#1136 · 68 sh | 68 | $4.8K | 0.07% | +172.0% |
| 1137 | Provenance Wealth Advisors#1137 · 63 sh | 63 | $4.5K | <0.01% | +8.6% |
| 1138 | Main Street Group, LTD#1138 · 62 sh | 62 | $4.4K | <0.01% | 0.0% |
| 1139 | Holos Integrated Wealth#1139 · 60 sh | 60 | $4.4K | — | 0.0% |
| 1140 | Tower View Wealth Management#1140 · 59 sh | 59 | $4.2K | — | 0.0% |
| 1141 | Millstone Evans Group#1141 · 59 sh | 59 | $4.2K | <0.01% | 0.0% |
| 1142 | OGOREK ANTHONY JOSEPH /NY#1142 · 62 sh | 62 | $4.0K | <0.01% | +77.1% |
| 1143 | Tidemark#1143 · 55 sh | 55 | $4.0K | <0.01% | 0.0% |
| 1144 | COUNTRY BANK#1144 · 55 sh | 55 | $3.9K | <0.01% | 0.0% |
| 1145 | Comprehensive Financial Planning#1145 · 55 sh | 55 | $3.9K | <0.01% | 0.0% |
| 1146 | Planning Strategies#1146 · 51 sh | 51 | $3.7K | — | — |
| 1147 | Purpose Unlimited#1147 · 50 sh | 50 | $3.6K | <0.01% | 0.0% |
| 1148 | N.E.W. Advisory Services#1148 · 50 sh | 50 | $3.6K | <0.01% | 0.0% |
| 1149 | Nalls Sherbakoff Group#1149 · 50 sh | 50 | $3.6K | <0.01% | 0.0% |
| 1150 | Bruce G. Allen Investments#1150 · 50 sh | 50 | $3.6K | <0.01% | +6.4% |
| 1151 | Walsh & Associates#1151 · 50 sh | 50 | $3.6K | <0.01% | -66.7% |
| 1152 | Markowski Investments#1152 · 50 sh | 50 | $3.6K | <0.01% | — |
| 1153 | Y.D. More Investments Ltd#1153 · 13,982 sh | 13,982 | $3.4K | <0.01% | +4.2% |
| 1154 | HOEY INVESTMENTS#1154 · 46 sh | 46 | $3.3K | <0.01% | 0.0% |
| 1155 | S&T BANK#1155 · 45 sh | 45 | $3.2K | <0.01% | 0.0% |
| 1156 | Marquette Asset Management#1156 · 41 sh | 41 | $2.9K | — | +57.7% |
| 1157 | Bay Harbor Wealth Management#1157 · 41 sh | 41 | $2.9K | <0.01% | 0.0% |
| 1158 | PEOPLES FINANCIAL SERVICES#1158 · 40 sh | 40 | $2.9K | — | 0.0% |
| 1159 | WEST PACES ADVISORS#1159 · 39 sh | 39 | $2.8K | — | New |
| 1160 | Fortis Group Advisors#1160 · 38 sh | 38 | $2.7K | <0.01% | 0.0% |
| 1161 | ABOUND FINANCIAL#1161 · 37 sh | 37 | $2.6K | <0.01% | 0.0% |
| 1162 | AdvisorNet Financial#1162 · 35 sh | 35 | $2.5K | — | +75.0% |
| 1163 | Axiom Investment Management#1163 · 35 sh | 35 | $2.5K | <0.01% | New |
| 1164 | Torren Management#1164 · 34 sh | 34 | $2.5K | <0.01% | 0.0% |
| 1165 | J.Safra Asset Management#1165 · 34 sh | 34 | $2.4K | <0.01% | New |
| 1166 | Wilkerson Advisory Group#1166 · 34 sh | 34 | $2.4K | — | -74.0% |
| 1167 | Westend Capital Management#1167 · 33 sh | 33 | $2.4K | <0.01% | 0.0% |
| 1168 | Salomon & Ludwin#1168 · 33 sh | 33 | $2.3K | <0.01% | 0.0% |
| 1169 | Harbor Asset Planning#1169 · 32 sh | 32 | $2.3K | — | 0.0% |
| 1170 | MJT & Associates Financial Advisory Group#1170 · 32 sh | 32 | $2.3K | — | -34.7% |
| 1171 | DUNCKER STREETT#1171 · 32 sh | 32 | $2.3K | <0.01% | 0.0% |
| 1172 | Graney & King#1172 · 32 sh | 32 | $2.3K | <0.01% | +3.2% |
| 1173 | Whipplewood Advisors#1173 · 31 sh | 31 | $2.2K | — | -74.8% |
| 1174 | Front Row Advisors#1174 · 30 sh | 30 | $2.2K | <0.01% | -62.5% |
| 1175 | Ankerstar Wealth#1175 · 30 sh | 30 | $2.1K | <0.01% | -25.0% |
| 1176 | Aspect Partners#1176 · 29 sh | 29 | $2.1K | — | -38.3% |
| 1177 | BankPlus Department#1177 · 29 sh | 29 | $2.1K | <0.01% | 0.0% |
| 1178 | Lodestone Wealth Management#1178 · 28 sh | 28 | $2.0K | — | -34.9% |
| 1179 | Sachetta#1179 · 28 sh | 28 | $2.0K | <0.01% | -65.0% |
| 1180 | Navigoe#1180 · 28 sh | 28 | $2.0K | <0.01% | +12.0% |
| 1181 | PINNEY & SCOFIELD#1181 · 27 sh | 27 | $2.0K | <0.01% | 0.0% |
| 1182 | PFS Partners#1182 · 27 sh | 27 | $2.0K | — | 0.0% |
| 1183 | Pacific Center for Financial Services#1183 · 25 sh | 25 | $1.8K | — | 0.0% |
| 1184 | Signature Equity Partners#1184 · 22 sh | 22 | $1.6K | <0.01% | +83.3% |
| 1185 | Battery Global Advisors#1185 · 22 sh | 22 | $1.6K | <0.01% | 0.0% |
| 1186 | Caitong International Asset Management , Ltd#1186 · 22 sh | 22 | $1.6K | <0.01% | -99.7% |
| 1187 | Security National Bank#1187 · 21 sh | 21 | $1.5K | — | 0.0% |
| 1188 | Truvestments Capital#1188 · 21 sh | 21 | $1.5K | <0.01% | 0.0% |
| 1189 | Signature Resources Capital Management#1189 · 21 sh | 21 | $1.5K | — | 0.0% |
| 1190 | DiNuzzo Private Wealth#1190 · 21 sh | 21 | $1.5K | — | -25.0% |
| 1191 | Godfrey Financial Associates#1191 · 21 sh | 21 | $1.5K | <0.01% | 0.0% |
| 1192 | HOLLENCREST SECURITIES#1192 · 20 sh | 20 | $1.5K | <0.01% | 0.0% |
| 1193 | Transamerica Financial Advisors#1193 · 20 sh | 20 | $1.4K | <0.01% | -76.7% |
| 1194 | SFAM#1194 · 20 sh | 20 | $1.4K | <0.01% | 0.0% |
| 1195 | Private Wealth Management Group#1195 · 20 sh | 20 | $1.4K | — | -56.5% |
| 1196 | Asset Planning#1196 · 20 sh | 20 | $1.4K | — | 0.0% |
| 1197 | Dogwood Wealth Management#1197 · 20 sh | 20 | $1.4K | <0.01% | -20.0% |
| 1198 | Hughes Financial Services#1198 · 18 sh | 18 | $1.3K | <0.01% | New |
| 1199 | Stone House Investment Management#1199 · 17 sh | 17 | $1.2K | — | 0.0% |
| 1200 | Valued Wealth Advisors#1200 · 17 sh | 17 | $1.2K | <0.01% | 0.0% |
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.