Otis Worldwide Corp (OTIS) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,233. 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 1,201–1,233 of 1,233
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | AMERIFLEX GROUP#1201 · 17 sh | 17 | $1.2K | <0.01% | New |
| 1202 | Burk#1202 · 17 sh | 17 | $1.2K | <0.01% | 0.0% |
| 1203 | Creative Capital Management Investments#1203 · 16 sh | 16 | $1.1K | <0.01% | -33.3% |
| 1204 | Davis Capital Management#1204 · 15 sh | 15 | $1.1K | — | New |
| 1205 | Sunrise Financial Services#1205 · 15 sh | 15 | $1.1K | — | 0.0% |
| 1206 | ATLAS CAPITAL ADVISORS#1206 · 14 sh | 14 | $1.0K | <0.01% | 0.0% |
| 1207 | Heritage Wealth Advisors#1207 · 14 sh | 14 | $1.0K | 0.00% | 0.0% |
| 1208 | Buck Wealth Strategies#1208 · 13 sh | 13 | $931.00 | <0.01% | New |
| 1209 | Allied Private Wealth#1209 · 12 sh | 12 | $864.00 | <0.01% | — |
| 1210 | Game Plan Financial Advisors#1210 · 12 sh | 12 | $859.00 | <0.01% | 0.0% |
| 1211 | Fairscale Capital#1211 · 12 sh | 12 | $859.00 | <0.01% | 0.0% |
| 1212 | HFM Investment Advisors#1212 · 11 sh | 11 | $788.00 | <0.01% | +120.0% |
| 1213 | Nvest Wealth Strategies#1213 · 11 sh | 11 | $788.00 | — | New |
| 1214 | NVWM#1214 · 10 sh | 10 | $716.00 | — | +100.0% |
| 1215 | Retirement Wealth Solutions#1215 · 10 sh | 10 | $716.00 | — | -44.4% |
| 1216 | Dunhill Financial#1216 · 9 sh | 9 | $679.00 | <0.01% | -30.8% |
| 1217 | Oakmont Advisory Group#1217 · 9 sh | 9 | $676.00 | <0.01% | New |
| 1218 | Core Alternative Capital#1218 · 9 sh | 9 | $644.00 | <0.01% | 0.0% |
| 1219 | Luminist Capital#1219 · 6 sh | 6 | $430.00 | <0.01% | New |
| 1220 | Trifecta Capital Advisors#1220 · 5 sh | 5 | $358.00 | — | New |
| 1221 | Core Capital Management & Research#1221 · 5 sh | 5 | $357.00 | <0.01% | — |
| 1222 | Beaird Harris Wealth Management#1222 · 5 sh | 5 | $331.00 | 0.00% | 0.0% |
| 1223 | Seneschal Advisors#1223 · 4 sh | 4 | $287.00 | <0.01% | 0.0% |
| 1224 | Fairman Group#1224 · 4 sh | 4 | $286.00 | — | 0.0% |
| 1225 | Hilton Head Capital Partners#1225 · 4 sh | 4 | $286.00 | — | 0.0% |
| 1226 | DecisionPoint Financial#1226 · 4 sh | 4 | $283.00 | <0.01% | +33.3% |
| 1227 | DT Investment Partners#1227 · 3 sh | 3 | $215.00 | — | -98.7% |
| 1228 | POM Investment Strategies#1228 · 2 sh | 2 | $143.00 | — | 0.0% |
| 1229 | Highland Investment Advisors#1229 · 2 sh | 2 | $143.00 | <0.01% | — |
| 1230 | MARYLAND CAPITAL ADVISORS#1230 · 1 sh | 1 | $72.00 | — | — |
| 1231 | Evolution Advisers#1231 · 1 sh | 1 | $0.00 | 0.00% | New |
| 1232 | Merrithew & Thorsten#1232 · 0 sh | 0 | $0.00 | 0.00% | -100.0% |
| 1233 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#1233 · 635,109 sh | 635,109 | — | — | +1.3% |
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.