Otis Worldwide Corp (OTIS) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 1,233
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Bollard Group#501 · 13,613 sh | 13,613 | $975.0K | 0.03% | +0.5% |
| 502 | Vontobel Holding Ltd.#502 · 13,598 sh | 13,598 | $973.6K | — | 0.0% |
| 503 | Vident Advisory#503 · 13,545 sh | 13,545 | $969.8K | <0.01% | -71.1% |
| 504 | Lafayette Investments#504 · 13,478 sh | 13,478 | $965.0K | 0.18% | -11.0% |
| 505 | Integrated Wealth Concepts#505 · 13,475 sh | 13,475 | $964.7K | <0.01% | +35.6% |
| 506 | CSS#506 · 13,403 sh | 13,403 | $959.7K | 0.04% | +15.0% |
| 507 | Envestnet Portfolio Solutions#507 · 13,170 sh | 13,170 | $943.0K | <0.01% | +13.5% |
| 508 | DAVENPORT#508 · 13,162 sh | 13,162 | $942.4K | — | -6.8% |
| 509 | Jump Financial#509 · 13,103 sh | 13,103 | $938.2K | <0.01% | -61.9% |
| 510 | AMG National Bank#510 · 13,099 sh | 13,099 | $937.9K | 0.02% | -29.9% |
| 511 | Trivant Custom Portfolio Group#511 · 12,905 sh | 12,905 | $924.0K | 0.49% | +2.5% |
| 512 | Pictet & Cie (Europe) SA#512 · 12,904 sh | 12,904 | $923.9K | — | -3.3% |
| 513 | Banque Cantonale Vaudoise#513 · 12,907 sh | 12,907 | $923.0K | 0.04% | +41.0% |
| 514 | E. Ohman J:or Asset Management AB#514 · 12,877 sh | 12,877 | $922.0K | — | 0.0% |
| 515 | Private Advisor Group#515 · 12,870 sh | 12,870 | $921.5K | <0.01% | -26.5% |
| 516 | TOKIO MARINE ASSET MANAGEMENT LTD#516 · 12,734 sh | 12,734 | $911.8K | — | 0.0% |
| 517 | Quantitative Investment Management#517 · 12,662 sh | 12,662 | $906.0K | 0.10% | New |
| 518 | Perigon Wealth Management#518 · 12,653 sh | 12,653 | $905.9K | — | -1.3% |
| 519 | Lombard Odier Asset Management (Switzerland) SA#519 · 12,560 sh | 12,560 | $899.3K | 0.03% | -8.7% |
| 520 | Turtle Creek Wealth Advisors#520 · 12,439 sh | 12,439 | $890.6K | — | +36.9% |
| 521 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#521 · 12,303 sh | 12,303 | $880.9K | 0.01% | -1.1% |
| 522 | Global Retirement Partners#522 · 12,232 sh | 12,232 | $875.8K | 0.01% | — |
| 523 | EntryPoint Capital#523 · 12,159 sh | 12,159 | $870.6K | 0.21% | +343.4% |
| 524 | Clearstead Advisors#524 · 12,137 sh | 12,137 | $869.0K | <0.01% | +5.0% |
| 525 | OF VERMONT#525 · 12,124 sh | 12,124 | $868.1K | — | — |
| 526 | Sterling Capital Management#526 · 12,110 sh | 12,110 | $867.1K | — | -11.6% |
| 527 | Applied Finance Capital Management#527 · 12,028 sh | 12,028 | $861.2K | 0.06% | -10.1% |
| 528 | Guinness Atkinson Asset Management#528 · 11,961 sh | 11,961 | $856.4K | 0.38% | -6.4% |
| 529 | Pallas Capital Advisors#529 · 11,809 sh | 11,809 | $845.5K | 0.03% | New |
| 530 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#530 · 11,574 sh | 11,574 | $833.0K | — | -12.4% |
| 531 | North Dakota State Investment Board#531 · 11,603 sh | 11,603 | $830.8K | 0.03% | -34.4% |
| 532 | denkapparat Operations GmbH#532 · 11,576 sh | 11,576 | $828.8K | 0.27% | New |
| 533 | MUFG SECURITIES AMERICAS#533 · 11,558 sh | 11,558 | $827.6K | 0.04% | +7.5% |
| 534 | Western Wealth Management#534 · 11,462 sh | 11,462 | $820.7K | 0.03% | -8.1% |
| 535 | BAKER TILLY WEALTH MANAGEMENT#535 · 11,304 sh | 11,304 | $809.4K | — | +132.1% |
| 536 | Orion Porfolio Solutions#536 · 11,170 sh | 11,170 | $799.7K | <0.01% | -57.1% |
| 537 | NEVILLE RODIE & SHAW#537 · 11,108 sh | 11,108 | $795.0K | — | 0.0% |
| 538 | Magnetar Financial#538 · 11,016 sh | 11,016 | $788.7K | <0.01% | New |
| 539 | Ipswich Investment Management#539 · 10,976 sh | 10,976 | $785.9K | — | -23.4% |
| 540 | SCOTIA CAPITAL#540 · 10,955 sh | 10,955 | $784.4K | <0.01% | -4.7% |
| 541 | MASTERINVEST Kapitalanlage GmbH#541 · 10,918 sh | 10,918 | $781.7K | 0.07% | 0.0% |
| 542 | STEPHENS#542 · 10,677 sh | 10,677 | $764.4K | <0.01% | +69.2% |
| 543 | Hartford Funds Management#543 · 10,654 sh | 10,654 | $762.9K | 0.06% | -17.2% |
| 544 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#544 · 10,599 sh | 10,599 | $758.9K | 0.01% | +53.7% |
| 545 | OSTRUM ASSET MANAGEMENT#545 · 10,560 sh | 10,560 | $756.1K | 0.04% | +39.3% |
| 546 | SECURIAN ASSET MANAGEMENT#546 · 10,196 sh | 10,196 | $748.9K | 0.03% | -2.9% |
| 547 | CHICAGO NA#547 · 10,410 sh | 10,410 | $745.4K | 0.11% | +283.1% |
| 548 | Sequoia Financial Advisors#548 · 10,387 sh | 10,387 | $743.7K | <0.01% | +12.6% |
| 549 | BRIGHTON JONES#549 · 10,347 sh | 10,347 | $740.9K | 0.01% | +63.3% |
| 550 | DAYMARK WEALTH PARTNERS#550 · 10,346 sh | 10,346 | $740.7K | 0.02% | +7.4% |
| 551 | PANAGORA ASSET MANAGEMENT#551 · 10,312 sh | 10,312 | $738.3K | <0.01% | +292.5% |
| 552 | CHIRON CAPITAL MANAGEMENT#552 · 10,302 sh | 10,302 | $737.6K | — | +194.3% |
| 553 | Kentucky Retirement Systems Insurance Fund#553 · 10,223 sh | 10,223 | $732.0K | 0.04% | -1.7% |
| 554 | Larson Financial Group#554 · 10,174 sh | 10,174 | $728.5K | 0.02% | -22.1% |
| 555 | Ascent Wealth Partners#555 · 10,158 sh | 10,158 | $727.3K | — | +4.1% |
| 556 | Union Bankshares#556 · 10,131 sh | 10,131 | $725.4K | 0.01% | -40.0% |
| 557 | RMB Capital Management#557 · 10,115 sh | 10,115 | $724.3K | 0.01% | +55.7% |
| 558 | IRONWOOD INVESTMENT MANAGEMENT#558 · 10,073 sh | 10,073 | $721.2K | 0.25% | -16.4% |
| 559 | GROUPAMA ASSET MANAGMENT#559 · 9,848 sh | 9,848 | $718.1K | <0.01% | 0.0% |
| 560 | Headlands Technologies#560 · 10,027 sh | 10,027 | $717.9K | 0.08% | +60.2% |
| 561 | AXXCESS WEALTH MANAGEMENT#561 · 9,987 sh | 9,987 | $715.1K | — | New |
| 562 | EP Wealth Advisors#562 · 9,968 sh | 9,968 | $713.7K | <0.01% | +34.6% |
| 563 | Revisor Wealth Management#563 · 9,952 sh | 9,952 | $712.6K | — | New |
| 564 | UNITED CAPITAL FINANCIAL ADVISORS#564 · 9,942 sh | 9,942 | $711.8K | <0.01% | -4.6% |
| 565 | MOODY LYNN & LIEBERSON#565 · 9,903 sh | 9,903 | $709.1K | — | -2.4% |
| 566 | NorthRock Partners#566 · 9,845 sh | 9,845 | $704.9K | 0.01% | +80.2% |
| 567 | BRIDGES INVESTMENT MANAGEMENT#567 · 9,815 sh | 9,815 | $702.8K | <0.01% | +7.4% |
| 568 | Elyxium Wealth#568 · 9,790 sh | 9,790 | $701.0K | 0.07% | New |
| 569 | Sanibel Captiva Company#569 · 9,731 sh | 9,731 | $696.7K | 0.02% | -2.7% |
| 570 | Principle Wealth Partners#570 · 9,706 sh | 9,706 | $695.0K | 0.03% | -9.1% |
| 571 | Advisors Asset Management#571 · 9,665 sh | 9,665 | $692.0K | 0.01% | -3.7% |
| 572 | Rossmore Private Capital#572 · 9,654 sh | 9,654 | $691.2K | 0.06% | -17.5% |
| 573 | ASR Vermogensbeheer N.V.#573 · 9,524 sh | 9,524 | $681.9K | — | -56.5% |
| 574 | SALEM INVESTMENT COUNSELORS#574 · 9,460 sh | 9,460 | $677.3K | — | -0.4% |
| 575 | EFG International AG#575 · 9,391 sh | 9,391 | $672.4K | 0.01% | -21.1% |
| 576 | Waverly Advisors#576 · 9,389 sh | 9,389 | $672.2K | <0.01% | +33.6% |
| 577 | Metis Global Partners#577 · 9,273 sh | 9,273 | $663.9K | 0.02% | -16.0% |
| 578 | Ballentine Partners#578 · 9,252 sh | 9,252 | $662.4K | <0.01% | -0.5% |
| 579 | Snowden Capital Advisors#579 · 9,140 sh | 9,140 | $654.4K | 0.02% | -6.7% |
| 580 | IMC-Chicago#580 · 9,136 sh | 9,136 | $654.1K | <0.01% | +71.1% |
| 581 | HOME FEDERAL BANK OF TENNESSEE#581 · 9,080 sh | 9,080 | $650.1K | — | +0.3% |
| 582 | GREENLEAF#582 · 9,038 sh | 9,038 | $647.1K | <0.01% | -3.7% |
| 583 | INTEGRITY ALLIANCE#583 · 9,037 sh | 9,037 | $647.1K | 0.02% | +221.1% |
| 584 | TrueNorth#584 · 9,020 sh | 9,020 | $645.9K | 0.04% | -2.3% |
| 585 | PRUDENTIAL PLC#585 · 9,002 sh | 9,002 | $644.5K | <0.01% | -82.4% |
| 586 | Dai-ichi Life Insurance Company, Ltd#586 · 8,930 sh | 8,930 | $639.4K | 0.01% | 0.0% |
| 587 | WHITTIER#587 · 8,637 sh | 8,637 | $634.7K | <0.01% | -9.0% |
| 588 | WILEY BROS.-AINTREE CAPITAL#588 · 8,845 sh | 8,845 | $632.6K | <0.01% | -9.8% |
| 589 | STRS OHIO#589 · 8,814 sh | 8,814 | $631.1K | <0.01% | -5.6% |
| 590 | Arkadios Wealth Advisors#590 · 8,793 sh | 8,793 | $629.6K | <0.01% | +3.4% |
| 591 | ROCKLAND#591 · 8,725 sh | 8,725 | $624.7K | — | -1.5% |
| 592 | Cooper Financial Group#592 · 8,723 sh | 8,723 | $624.6K | — | -10.5% |
| 593 | Sone Capital Management#593 · 8,693 sh | 8,693 | $622.4K | 0.05% | -93.1% |
| 594 | Concurrent Investment Advisors#594 · 8,690 sh | 8,690 | $622.2K | — | +13.1% |
| 595 | OF TOLEDO NA#595 · 8,571 sh | 8,571 | $613.7K | — | -1.4% |
| 596 | Vise Technologies#596 · 8,463 sh | 8,463 | $605.9K | <0.01% | +28.9% |
| 597 | MONARCH CAPITAL MANAGEMENT#597 · 8,460 sh | 8,460 | $605.7K | — | -4.2% |
| 598 | ProVise Management Group#598 · 8,365 sh | 8,365 | $598.9K | 0.04% | New |
| 599 | QUADRANT CAPITAL GROUP#599 · 8,364 sh | 8,364 | $598.9K | — | -69.2% |
| 600 | WOODSTOCK#600 · 8,355 sh | 8,355 | $598.2K | — | -7.8% |
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.