Otis Worldwide Corp (OTIS) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 1,233
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | SILVERCREST ASSET MANAGEMENT GROUP#401 · 26,362 sh | 26,362 | $1.9M | 0.01% | -4.4% |
| 402 | IFP Advisors#402 · 26,109 sh | 26,109 | $1.9M | — | +16.7% |
| 403 | LRI Investments#403 · 26,010 sh | 26,010 | $1.9M | 0.15% | +0.1% |
| 404 | SHEETS SMITH WEALTH MANAGEMENT#404 · 25,801 sh | 25,801 | $1.8M | — | -7.8% |
| 405 | AG2R LA MONDIALE GESTION D'ACTIFS#405 · 25,262 sh | 25,262 | $1.8M | — | +32.7% |
| 406 | FIDUCIARY#406 · 25,131 sh | 25,131 | $1.8M | 0.02% | -10.4% |
| 407 | Crossmark Global#407 · 24,906 sh | 24,906 | $1.8M | — | +1.0% |
| 408 | Investment Management of Ontario#408 · 24,757 sh | 24,757 | $1.8M | 0.02% | -11.1% |
| 409 | Kentucky Retirement Systems#409 · 24,634 sh | 24,634 | $1.8M | 0.04% | New |
| 410 | PRINCIPAL SECURITIES#410 · 24,439 sh | 24,439 | $1.7M | 0.02% | +94.3% |
| 411 | Arete Wealth Advisors#411 · 24,319 sh | 24,319 | $1.7M | 0.06% | +15.7% |
| 412 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#412 · 23,990 sh | 23,990 | $1.7M | <0.01% | -1.8% |
| 413 | Close Asset Management Ltd#413 · 23,943 sh | 23,943 | $1.7M | 0.05% | +0.9% |
| 414 | Steward Partners Investment Advisory#414 · 23,522 sh | 23,522 | $1.7M | <0.01% | +11.6% |
| 415 | Cohen Klingenstein#415 · 23,500 sh | 23,500 | $1.7M | — | 0.0% |
| 416 | GSA CAPITAL PARTNERS LLP#416 · 23,423 sh | 23,423 | $1.7M | 0.11% | -17.3% |
| 417 | JB Capital#417 · 23,173 sh | 23,173 | $1.7M | — | +0.2% |
| 418 | Dynamic Technology Lab Private Ltd#418 · 23,102 sh | 23,102 | $1.7M | 0.37% | -44.9% |
| 419 | Norinchukin Bank, The#419 · 22,792 sh | 22,792 | $1.6M | 0.02% | -5.6% |
| 420 | Venture Visionary Partners#420 · 22,601 sh | 22,601 | $1.6M | — | -5.3% |
| 421 | Ridgewood Investments#421 · 22,228 sh | 22,228 | $1.6M | — | +27.3% |
| 422 | HB Wealth Management#422 · 22,190 sh | 22,190 | $1.6M | — | +93.1% |
| 423 | Woodline Partners#423 · 22,135 sh | 22,135 | $1.6M | <0.01% | +45.6% |
| 424 | SRS Capital Advisors#424 · 22,095 sh | 22,095 | $1.6M | 0.01% | +1009.7% |
| 425 | Beacon Pointe Advisors#425 · 21,920 sh | 21,920 | $1.6M | <0.01% | -0.1% |
| 426 | Wealthfront Advisers#426 · 21,903 sh | 21,903 | $1.6M | <0.01% | 0.0% |
| 427 | HERITAGE INVESTORS MANAGEMENT#427 · 21,791 sh | 21,791 | $1.6M | 0.04% | -5.8% |
| 428 | Atria Investments#428 · 21,765 sh | 21,765 | $1.6M | — | -4.3% |
| 429 | BENJAMIN EDWARDS#429 · 21,548 sh | 21,548 | $1.5M | 0.01% | +72.2% |
| 430 | Zurich Insurance Group Ltd#430 · 21,400 sh | 21,400 | $1.5M | 0.01% | 0.0% |
| 431 | BALYASNY ASSET MANAGEMENT L.P.#431 · 21,268 sh | 21,268 | $1.5M | <0.01% | +243.1% |
| 432 | Evercore Wealth Management#432 · 21,182 sh | 21,182 | $1.5M | 0.02% | -1.6% |
| 433 | HARTFORD INVESTMENT MANAGEMENT#433 · 21,127 sh | 21,127 | $1.5M | 0.04% | -4.2% |
| 434 | Lido Advisors#434 · 20,853 sh | 20,853 | $1.5M | <0.01% | +20.1% |
| 435 | PEAK6#435 · 20,719 sh | 20,719 | $1.5M | <0.01% | -68.6% |
| 436 | Cresset Asset Management#436 · 20,466 sh | 20,466 | $1.5M | <0.01% | +6.8% |
| 437 | OPPENHEIMER ASSET MANAGEMENT#437 · 20,308 sh | 20,308 | $1.5M | 0.02% | +185.3% |
| 438 | Maryland State Retirement & Pension System#438 · 20,204 sh | 20,204 | $1.4M | 0.02% | +5.2% |
| 439 | CAPSTONE INVESTMENT ADVISORS#439 · 19,861 sh | 19,861 | $1.4M | <0.01% | +260.1% |
| 440 | South Dakota Investment Council#440 · 19,789 sh | 19,789 | $1.4M | 0.02% | +1365.9% |
| 441 | BOOTHBAY FUND MANAGEMENT#441 · 19,778 sh | 19,778 | $1.4M | 0.02% | +28.0% |
| 442 | Numerai GP#442 · 19,632 sh | 19,632 | $1.4M | 0.11% | -51.7% |
| 443 | LECAP ASSET MANAGEMENT LTD#443 · 19,603 sh | 19,603 | $1.4M | — | +42.8% |
| 444 | Plato Investment Management Ltd#444 · 19,718 sh | 19,718 | $1.4M | 0.08% | 0.0% |
| 445 | Louisiana State Employees Retirement System#445 · 19,600 sh | 19,600 | $1.4M | — | -1.0% |
| 446 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#446 · 19,408 sh | 19,408 | $1.4M | 0.03% | +8.4% |
| 447 | OKABENA INVESTMENT SERVICES#447 · 19,297 sh | 19,297 | $1.4M | 0.25% | +18.6% |
| 448 | TEALWOOD ASSET MANAGEMENT#448 · 19,194 sh | 19,194 | $1.4M | — | +0.4% |
| 449 | Clarkston Capital Partners#449 · 19,093 sh | 19,093 | $1.4M | 0.12% | -2.2% |
| 450 | Marks Group Wealth Management#450 · 19,089 sh | 19,089 | $1.4M | 0.12% | New |
| 451 | Riverview Capital Advisers#451 · 19,053 sh | 19,053 | $1.4M | 0.39% | -25.8% |
| 452 | J.W. COLE ADVISORS#452 · 19,033 sh | 19,033 | $1.4M | 0.02% | -0.1% |
| 453 | MGO ONE SEVEN#453 · 18,962 sh | 18,962 | $1.4M | 0.02% | +38.8% |
| 454 | PINNACLE ASSOCIATES LTD#454 · 18,554 sh | 18,554 | $1.3M | — | +2.1% |
| 455 | YHB Investment Advisors#455 · 18,301 sh | 18,301 | $1.3M | — | -13.6% |
| 456 | TRANSCEND WEALTH COLLECTIVE#456 · 17,966 sh | 17,966 | $1.3M | 0.09% | +86.0% |
| 457 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#457 · 17,871 sh | 17,871 | $1.3M | <0.01% | +1.0% |
| 458 | HUNTINGTON NATIONAL BANK#458 · 17,695 sh | 17,695 | $1.3M | <0.01% | +13.3% |
| 459 | M. Kraus#459 · 17,619 sh | 17,619 | $1.3M | — | -23.8% |
| 460 | Walleye Capital#460 · 17,427 sh | 17,427 | $1.2M | <0.01% | -10.1% |
| 461 | Quadrature Capital Ltd#461 · 16,991 sh | 16,991 | $1.2M | 0.01% | New |
| 462 | TD Waterhouse Canada#462 · 17,033 sh | 17,033 | $1.2M | — | +175.1% |
| 463 | Sierra Legacy Group#463 · 16,751 sh | 16,751 | $1.2M | 0.93% | +49.1% |
| 464 | TWIN CITY PRIVATE WEALTH#464 · 16,670 sh | 16,670 | $1.2M | 0.84% | New |
| 465 | QRG CAPITAL MANAGEMENT#465 · 16,653 sh | 16,653 | $1.2M | <0.01% | -28.9% |
| 466 | Diversify Advisory Services#466 · 16,244 sh | 16,244 | $1.2M | — | New |
| 467 | DIVERSIFY WEALTH MANAGEMENT#467 · 16,244 sh | 16,244 | $1.2M | — | +2.8% |
| 468 | Hillsdale Investment Management#468 · 16,580 sh | 16,580 | $1.2M | 0.03% | +11.7% |
| 469 | Mediolanum International Funds Ltd#469 · 16,184 sh | 16,184 | $1.2M | 0.01% | New |
| 470 | BESSEMER GROUP#470 · 16,384 sh | 16,384 | $1.2M | <0.01% | +1.7% |
| 471 | BAILARD#471 · 16,100 sh | 16,100 | $1.2M | — | -15.9% |
| 472 | CULLEN/FROST BANKERS#472 · 16,043 sh | 16,043 | $1.1M | 0.01% | +355.8% |
| 473 | Frec Markets#473 · 16,021 sh | 16,021 | $1.1M | 0.10% | +274.1% |
| 474 | Atom Investors#474 · 16,001 sh | 16,001 | $1.1M | 0.10% | +324.7% |
| 475 | Shelter Ins Retirement Plan#475 · 16,000 sh | 16,000 | $1.1M | 1.14% | 0.0% |
| 476 | GREAT VALLEY ADVISOR GROUP#476 · 15,992 sh | 15,992 | $1.1M | 0.02% | +479.8% |
| 477 | EXCHANGE TRADED CONCEPTS#477 · 15,888 sh | 15,888 | $1.1M | <0.01% | +57.5% |
| 478 | Allspring Global Investments#478 · 16,102 sh | 16,102 | $1.1M | <0.01% | -1.1% |
| 479 | ROTHSCHILD INVESTMENT#479 · 15,748 sh | 15,748 | $1.1M | 0.04% | +317.2% |
| 480 | Essex Financial Services#480 · 15,734 sh | 15,734 | $1.1M | 0.06% | -6.3% |
| 481 | WHITTIER OF NEVADA#481 · 15,161 sh | 15,161 | $1.1M | 0.02% | -7.6% |
| 482 | MUFG Securities EMEA plc#482 · 15,019 sh | 15,019 | $1.1M | 0.01% | -6.0% |
| 483 | LONGFELLOW INVESTMENT MANAGEMENT#483 · 14,965 sh | 14,965 | $1.1M | 0.22% | +34.6% |
| 484 | Apollon Wealth Management#484 · 14,948 sh | 14,948 | $1.1M | — | +52.0% |
| 485 | Goelzer Investment Management#485 · 14,944 sh | 14,944 | $1.1M | — | -1.4% |
| 486 | GLENMEDE NA#486 · 14,724 sh | 14,724 | $1.1M | <0.01% | -22.1% |
| 487 | Weiss Asset Management#487 · 14,686 sh | 14,686 | $1.1M | 0.01% | New |
| 488 | Systematic Alpha Investments#488 · 14,610 sh | 14,610 | $1.0M | 0.03% | 0.0% |
| 489 | NBT BANK N A#489 · 14,556 sh | 14,556 | $1.0M | — | -2.8% |
| 490 | Empirical Finance#490 · 14,399 sh | 14,399 | $1.0M | 0.04% | +3.2% |
| 491 | Dash Acquisitions#491 · 13,860 sh | 13,860 | $1.0M | 0.21% | -5.8% |
| 492 | GATEWAY INVESTMENT ADVISERS#492 · 14,299 sh | 14,299 | $1.0M | — | +13.3% |
| 493 | Tufton Capital Management#493 · 14,218 sh | 14,218 | $1.0M | — | -2.7% |
| 494 | Fideuram Asset Management (Ireland) dac#494 · 14,132 sh | 14,132 | $1.0M | 0.02% | New |
| 495 | Hudson Bay Capital Management#495 · 14,076 sh | 14,076 | $1.0M | <0.01% | 0.0% |
| 496 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#496 · 14,007 sh | 14,007 | $1.0M | — | 0.0% |
| 497 | ARTHUR M. COHEN & ASSOCIATES#497 · 14,000 sh | 14,000 | $1.0M | — | 0.0% |
| 498 | Bleakley Financial Group#498 · 13,912 sh | 13,912 | $996.1K | 0.01% | +31.7% |
| 499 | Diversified#499 · 13,650 sh | 13,650 | $977.3K | 0.02% | +46.4% |
| 500 | Chicago Partners Investment Group#500 · 13,810 sh | 13,810 | $977.3K | — | 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.