Otis Worldwide Corp (OTIS) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 1,233
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | BURNEY#601 · 8,313 sh | 8,313 | $595.2K | — | -42.2% |
| 602 | ANCHYRA PARTNERS#602 · 8,195 sh | 8,195 | $586.8K | — | -1.9% |
| 603 | STONERIDGE INVESTMENT PARTNERS#603 · 8,092 sh | 8,092 | $582.0K | 0.38% | New |
| 604 | Forvis Mazars Wealth Advisors#604 · 8,070 sh | 8,070 | $577.8K | — | -17.2% |
| 605 | Laird Norton Wetherby Company#605 · 8,045 sh | 8,045 | $576.0K | 0.01% | -10.6% |
| 606 | State of Wyoming#606 · 7,978 sh | 7,978 | $571.2K | 0.06% | +15.9% |
| 607 | Parallel Advisors#607 · 7,918 sh | 7,918 | $566.9K | <0.01% | +26.4% |
| 608 | Curated Wealth Partners#608 · 7,870 sh | 7,870 | $563.5K | — | +5.8% |
| 609 | ICW Investment Advisors#609 · 7,865 sh | 7,865 | $563.2K | 0.20% | +1.4% |
| 610 | Meiji Yasuda Asset Management Ltd.#610 · 7,841 sh | 7,841 | $561.4K | 0.03% | -15.4% |
| 611 | Vestcor#611 · 7,833 sh | 7,833 | $561.0K | 0.01% | 0.0% |
| 612 | PRING TURNER CAPITAL GROUP#612 · 7,575 sh | 7,575 | $559.3K | 0.32% | 0.0% |
| 613 | Quotient Wealth Partners#613 · 7,788 sh | 7,788 | $557.6K | 0.01% | +20.8% |
| 614 | MSH Capital Advisors#614 · 7,755 sh | 7,755 | $555.3K | 0.10% | New |
| 615 | DUMONT & BLAKE INVESTMENT ADVISORS#615 · 7,743 sh | 7,743 | $554.4K | 0.12% | -4.2% |
| 616 | Compass Wealth Management#616 · 7,741 sh | 7,741 | $554.3K | — | New |
| 617 | Centiva Capital#617 · 7,702 sh | 7,702 | $551.5K | <0.01% | New |
| 618 | PRAXIS INVESTMENT MANAGEMENT#618 · 7,692 sh | 7,692 | $551.0K | 0.03% | -42.7% |
| 619 | SIT INVESTMENT ASSOCIATES#619 · 7,680 sh | 7,680 | $550.0K | 0.01% | 0.0% |
| 620 | Krilogy Financial#620 · 7,664 sh | 7,664 | $548.7K | — | New |
| 621 | TCG Advisory Services#621 · 7,567 sh | 7,567 | $541.8K | <0.01% | +89.9% |
| 622 | Birch Hill Investment Advisors#622 · 7,537 sh | 7,537 | $539.6K | — | 0.0% |
| 623 | AlphaGrep UK Ltd#623 · 7,457 sh | 7,457 | $533.9K | 0.16% | -43.7% |
| 624 | Soltis Investment Advisors#624 · 7,422 sh | 7,422 | $531.4K | 0.03% | +20.8% |
| 625 | Polymer Capital Management (US)#625 · 7,386 sh | 7,386 | $528.8K | 0.07% | +23.1% |
| 626 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#626 · 7,372 sh | 7,372 | $527.8K | 0.03% | -80.5% |
| 627 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#627 · 7,367 sh | 7,367 | $527.5K | <0.01% | New |
| 628 | LEE DANNER & BASS#628 · 7,351 sh | 7,351 | $526.3K | 0.03% | +0.2% |
| 629 | AZZAD ASSET MANAGEMENT#629 · 7,347 sh | 7,347 | $526.0K | 0.05% | -22.0% |
| 630 | Marble Harbor Investment Counsel#630 · 7,257 sh | 7,257 | $519.6K | 0.05% | +13.3% |
| 631 | AR ASSET MANAGEMENT#631 · 7,150 sh | 7,150 | $512.0K | 0.09% | 0.0% |
| 632 | Optas#632 · 7,137 sh | 7,137 | $511.0K | 0.07% | +22.9% |
| 633 | OneDigital Investment Advisors#633 · 7,120 sh | 7,120 | $509.8K | <0.01% | -14.6% |
| 634 | BTC Capital Management#634 · 7,114 sh | 7,114 | $508.5K | 0.03% | -89.6% |
| 635 | NorthCrest Asset Manangement#635 · 6,998 sh | 6,998 | $503.9K | — | +117.2% |
| 636 | Focus Partners Advisor Solutions#636 · 7,034 sh | 7,034 | $503.7K | <0.01% | +164.0% |
| 637 | Banque Transatlantique SA#637 · 6,084 sh | 6,084 | $503.4K | 0.01% | +7.1% |
| 638 | Sterneck Capital Management#638 · 7,005 sh | 7,005 | $501.6K | 0.21% | +39.0% |
| 639 | EASTERN BANK#639 · 6,952 sh | 6,952 | $497.8K | — | 0.0% |
| 640 | CX Institutional#640 · 6,886 sh | 6,886 | $493.0K | — | +47.4% |
| 641 | BTG Pactual Asset Management US#641 · 6,877 sh | 6,877 | $492.4K | 0.03% | +82.5% |
| 642 | Schonfeld Strategic Advisors#642 · 6,852 sh | 6,852 | $490.6K | <0.01% | -69.0% |
| 643 | Fire Capital Management#643 · 6,846 sh | 6,846 | $490.2K | 0.20% | -6.8% |
| 644 | Marex Group plc#644 · 6,845 sh | 6,845 | $490.1K | <0.01% | +119.8% |
| 645 | KESTRA PRIVATE WEALTH SERVICES#645 · 6,840 sh | 6,840 | $489.8K | <0.01% | -3.7% |
| 646 | VIEWPOINT INVESTMENT PARTNERS#646 · 6,800 sh | 6,800 | $486.9K | — | -15.0% |
| 647 | Caprock Group#647 · 6,784 sh | 6,784 | $485.8K | <0.01% | +2.8% |
| 648 | ROMANO BROTHERS AND COMPANY#648 · 6,719 sh | 6,719 | $481.1K | — | -1.4% |
| 649 | JOHNSON INVESTMENT COUNSEL#649 · 6,706 sh | 6,706 | $480.1K | <0.01% | -17.3% |
| 650 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT#650 · 6,706 sh | 6,706 | $480.1K | — | -4.7% |
| 651 | Advisory Services Network#651 · 6,701 sh | 6,701 | $479.8K | <0.01% | +31.1% |
| 652 | Waterford Advisors#652 · 6,690 sh | 6,690 | $479.0K | 0.13% | 0.0% |
| 653 | Iron Gate Global Advisors#653 · 6,630 sh | 6,630 | $474.7K | 0.05% | 0.0% |
| 654 | PARSONS CAPITAL MANAGEMENT#654 · 6,584 sh | 6,584 | $471.4K | 0.02% | +1.7% |
| 655 | AlphaCore Capital#655 · 6,575 sh | 6,575 | $470.8K | <0.01% | +135.5% |
| 656 | Wellspring Financial Advisors#656 · 6,548 sh | 6,548 | $468.8K | 0.03% | -10.1% |
| 657 | Sava Infond d.o.o.#657 · 6,500 sh | 6,500 | $465.4K | 0.03% | 0.0% |
| 658 | Glenview#658 · 6,016 sh | 6,016 | $463.7K | <0.01% | 0.0% |
| 659 | TCW GROUP#659 · 6,452 sh | 6,452 | $462.0K | <0.01% | +0.4% |
| 660 | Williams Jones Wealth Management#660 · 6,428 sh | 6,428 | $460.2K | <0.01% | +4.4% |
| 661 | BARTLETT & WEALTH MANAGEMENT#661 · 6,417 sh | 6,417 | $459.5K | <0.01% | -6.6% |
| 662 | Auto-Owners Insurance#662 · 6,393 sh | 6,393 | $457.7K | — | 0.0% |
| 663 | Meadowbrook Advisors Group#663 · 6,325 sh | 6,325 | $452.9K | 0.24% | New |
| 664 | DEARBORN PARTNERS#664 · 5,865 sh | 5,865 | $452.1K | 0.02% | 0.0% |
| 665 | Bull Harbor Capital#665 · 6,313 sh | 6,313 | $452.0K | 0.09% | New |
| 666 | Ausdal Financial Partners#666 · 6,289 sh | 6,289 | $450.3K | 0.02% | +0.1% |
| 667 | West Family Investments#667 · 6,264 sh | 6,264 | $448.5K | 0.13% | New |
| 668 | Legacy Capital Wealth Partners#668 · 6,247 sh | 6,247 | $447.3K | — | New |
| 669 | Westhampton Capital#669 · 6,218 sh | 6,218 | $445.2K | 0.18% | 0.0% |
| 670 | Medallion Wealth Advisors#670 · 6,214 sh | 6,214 | $444.9K | 0.14% | -9.8% |
| 671 | RITHOLTZ WEALTH MANAGEMENT#671 · 6,213 sh | 6,213 | $444.9K | <0.01% | +50.7% |
| 672 | Financial Solutions Advisory Group#672 · 6,163 sh | 6,163 | $443.7K | 0.06% | New |
| 673 | EVENTIDE ASSET MANAGEMENT#673 · 6,078 sh | 6,078 | $443.2K | <0.01% | +16.3% |
| 674 | WD RUTHERFORD#674 · 6,142 sh | 6,142 | $439.8K | — | -72.0% |
| 675 | S-Bank Fund Management Ltd#675 · 6,134 sh | 6,134 | $439.2K | 0.06% | New |
| 676 | MISSION WEALTH MANAGEMENT#676 · 6,075 sh | 6,075 | $435.0K | — | New |
| 677 | MEANS INVESTMENT#677 · 6,074 sh | 6,074 | $434.9K | 0.03% | -1.1% |
| 678 | Allred Capital Management#678 · 6,065 sh | 6,065 | $434.3K | 0.14% | +1.7% |
| 679 | Curbstone Financial Management#679 · 6,062 sh | 6,062 | $434.0K | — | -5.1% |
| 680 | FIL Ltd#680 · 6,015 sh | 6,015 | $430.7K | <0.01% | -27.2% |
| 681 | UMB Bank, n.a.#681 · 6,001 sh | 6,001 | $429.7K | <0.01% | -0.1% |
| 682 | MERIDIAN MANAGEMENT#682 · 6,000 sh | 6,000 | $429.6K | 0.10% | 0.0% |
| 683 | CENTRAL#683 · 5,985 sh | 5,985 | $428.5K | <0.01% | -2.2% |
| 684 | Penobscot Investment Management Company#684 · 5,954 sh | 5,954 | $426.3K | — | -3.4% |
| 685 | AMERICAN NATIONAL BANK#685 · 5,909 sh | 5,909 | $423.1K | — | -22.1% |
| 686 | ELCO Management#686 · 5,862 sh | 5,862 | $419.7K | — | +8.2% |
| 687 | PRELUDE CAPITAL MANAGEMENT#687 · 5,818 sh | 5,818 | $416.6K | 0.03% | New |
| 688 | TEMA ETFS#688 · 5,801 sh | 5,801 | $415.4K | — | +8.1% |
| 689 | Mutual Advisors#689 · 5,788 sh | 5,788 | $414.4K | <0.01% | -0.8% |
| 690 | Farther Finance Advisors#690 · 5,780 sh | 5,780 | $414.2K | — | -0.3% |
| 691 | TWO SIGMA SECURITIES#691 · 5,710 sh | 5,710 | $408.8K | 0.04% | -79.7% |
| 692 | OpenArc Corporate Advisory#692 · 5,699 sh | 5,699 | $408.0K | — | +37.4% |
| 693 | TD PRIVATE CLIENT WEALTH#693 · 5,669 sh | 5,669 | $405.9K | <0.01% | -9.5% |
| 694 | CITIZENS FINANCIAL GROUP#694 · 5,651 sh | 5,651 | $404.6K | — | New |
| 695 | Intellectus Partners#695 · 5,631 sh | 5,631 | $403.2K | 0.07% | +0.2% |
| 696 | Siemens Fonds Invest GmbH#696 · 5,558 sh | 5,558 | $398.0K | 0.02% | 0.0% |
| 697 | Fifth Third Wealth Advisors#697 · 5,543 sh | 5,543 | $396.9K | — | +16.3% |
| 698 | WADDELL & ASSOCIATES#698 · 5,481 sh | 5,481 | $392.4K | 0.02% | New |
| 699 | Hartford Financial Management#699 · 5,477 sh | 5,477 | $392.1K | — | 0.0% |
| 700 | Bull Street Advisors#700 · 5,470 sh | 5,470 | $392.0K | — | 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.