Otis Worldwide Corp (OTIS) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,233
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Crestwood Advisors Group#701 · 5,473 sh | 5,473 | $391.9K | <0.01% | +47.4% |
| 702 | Americana Partners#702 · 5,471 sh | 5,471 | $391.7K | <0.01% | +59.8% |
| 703 | Sand Hill Global Advisors#703 · 5,410 sh | 5,410 | $387.4K | 0.01% | New |
| 704 | SPIREPOINT PRIVATE CLIENT#704 · 5,385 sh | 5,385 | $385.6K | 0.03% | -89.6% |
| 705 | Milestone Asset Management Group#705 · 5,385 sh | 5,385 | $385.6K | — | +0.1% |
| 706 | GAMMA Investing#706 · 5,382 sh | 5,382 | $385.4K | — | -25.5% |
| 707 | Stratos Wealth Partners, LTD.#707 · 5,374 sh | 5,374 | $384.8K | <0.01% | -3.3% |
| 708 | TIAA Wealth Investment Management#708 · 5,359 sh | 5,359 | $383.9K | <0.01% | -5.5% |
| 709 | Simmons Bank#709 · 5,340 sh | 5,340 | $382.3K | 0.02% | 0.0% |
| 710 | OSSIAM#710 · 5,339 sh | 5,339 | $382.3K | <0.01% | -87.0% |
| 711 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#711 · 5,313 sh | 5,313 | $380.4K | <0.01% | +9.2% |
| 712 | Kathmere Capital Management#712 · 5,301 sh | 5,301 | $379.6K | — | +40.4% |
| 713 | DODGE & COX#713 · 5,210 sh | 5,210 | $373.0K | <0.01% | -13.3% |
| 714 | CARY STREET PARTNERS FINANCIAL#714 · 5,135 sh | 5,135 | $367.7K | <0.01% | +0.5% |
| 715 | Rehmann Capital Advisory Group#715 · 5,016 sh | 5,016 | $359.2K | 0.02% | -0.9% |
| 716 | Baker Avenue Asset Management#716 · 4,997 sh | 4,997 | $357.8K | <0.01% | New |
| 717 | SIGNATUREFD#717 · 4,984 sh | 4,984 | $356.9K | — | +21.5% |
| 718 | GRIMES & WEALTH MANAGEMENT#718 · 4,971 sh | 4,971 | $355.9K | <0.01% | +0.6% |
| 719 | Parcion Private Wealth#719 · 4,938 sh | 4,938 | $353.6K | 0.02% | New |
| 720 | TOCQUEVILLE ASSET MANAGEMENT L.P.#720 · 4,907 sh | 4,907 | $351.3K | <0.01% | 0.0% |
| 721 | Choate Investment Advisors#721 · 4,905 sh | 4,905 | $351.2K | <0.01% | -9.4% |
| 722 | EVERETT HARRIS#722 · 4,868 sh | 4,868 | $348.5K | <0.01% | +7.7% |
| 723 | INVESTMENT ADVISORY SERVICES /TX#723 · 4,842 sh | 4,842 | $346.7K | — | -1.0% |
| 724 | Ascent Group#724 · 4,801 sh | 4,801 | $343.8K | 0.01% | +42.2% |
| 725 | Capital Investment Counsel#725 · 4,801 sh | 4,801 | $343.8K | — | New |
| 726 | Triangle Securities Wealth Management#726 · 4,786 sh | 4,786 | $342.7K | — | -55.2% |
| 727 | INGALLS & SNYDER#727 · 4,771 sh | 4,771 | $342.0K | <0.01% | -7.4% |
| 728 | Voya Financial Advisors#728 · 4,685 sh | 4,685 | $341.6K | 0.03% | New |
| 729 | Versant Capital Management#729 · 4,752 sh | 4,752 | $340.2K | — | +177.6% |
| 730 | MONTAG A & ASSOCIATES#730 · 4,749 sh | 4,749 | $340.1K | 0.01% | 0.0% |
| 731 | Mesirow Financial Investment Management#731 · 4,746 sh | 4,746 | $339.8K | <0.01% | -49.7% |
| 732 | Wedmont Private Capital#732 · 4,647 sh | 4,647 | $339.7K | — | -16.7% |
| 733 | RiverFront Investment Group#733 · 4,736 sh | 4,736 | $339.1K | <0.01% | New |
| 734 | V-Square Quantitative Management#734 · 4,673 sh | 4,673 | $334.6K | — | +20.0% |
| 735 | Fortune Financial Advisors#735 · 4,672 sh | 4,672 | $334.5K | 0.14% | +9.2% |
| 736 | Core Wealth Partners#736 · 4,670 sh | 4,670 | $334.4K | 0.14% | 0.0% |
| 737 | Tower Research Capital (TRC)#737 · 4,653 sh | 4,653 | $333.2K | <0.01% | -68.1% |
| 738 | Mount Yale Investment Advisors#738 · 4,598 sh | 4,598 | $329.1K | <0.01% | -8.8% |
| 739 | Quarry#739 · 4,595 sh | 4,595 | $329.0K | 0.03% | +0.7% |
| 740 | PARK AVENUE SECURITIES#740 · 4,594 sh | 4,594 | $329.0K | — | -19.1% |
| 741 | BECK MACK & OLIVER#741 · 4,582 sh | 4,582 | $328.1K | <0.01% | 0.0% |
| 742 | GUGGENHEIM CAPITAL#742 · 4,524 sh | 4,524 | $323.9K | <0.01% | +16.1% |
| 743 | Independent Advisor Alliance#743 · 4,517 sh | 4,517 | $323.4K | <0.01% | -9.6% |
| 744 | Field & Main Bank#744 · 4,516 sh | 4,516 | $323.3K | 0.07% | -39.0% |
| 745 | EVOLVE PRIVATE WEALTH#745 · 4,510 sh | 4,510 | $322.9K | 0.02% | New |
| 746 | Vestmark Advisory Solutions#746 · 4,484 sh | 4,484 | $321.0K | <0.01% | +11.5% |
| 747 | Employees Retirement System of Texas#747 · 4,478 sh | 4,478 | $321.0K | <0.01% | -60.8% |
| 748 | Callan Family Office#748 · 4,475 sh | 4,475 | $320.4K | <0.01% | -13.9% |
| 749 | PRIVATE NA#749 · 4,464 sh | 4,464 | $319.6K | — | -69.9% |
| 750 | Cypress Wealth Services#750 · 4,440 sh | 4,440 | $317.9K | — | New |
| 751 | WASHINGTON#751 · 4,431 sh | 4,431 | $317.3K | — | +2.5% |
| 752 | VestGen Advisors#752 · 4,426 sh | 4,426 | $316.9K | <0.01% | +38.1% |
| 753 | BURLING WEALTH PARTNERS#753 · 4,425 sh | 4,425 | $316.8K | 0.05% | -6.0% |
| 754 | Lester Murray Antman dba SimplyRich#754 · 4,426 sh | 4,426 | $316.0K | 0.07% | New |
| 755 | MQS Management#755 · 4,404 sh | 4,404 | $315.3K | 0.39% | -13.1% |
| 756 | Brookstone Capital Management#756 · 4,399 sh | 4,399 | $315.0K | — | New |
| 757 | EXCALIBUR MANAGEMENT#757 · 4,399 sh | 4,399 | $314.9K | 0.10% | 0.0% |
| 758 | GARRISON POINT ADVISORS#758 · 4,385 sh | 4,385 | $314.0K | 0.13% | -10.1% |
| 759 | Apella Capital#759 · 4,274 sh | 4,274 | $313.9K | — | +2.8% |
| 760 | Evergreen Wealth Solutions#760 · 4,286 sh | 4,286 | $313.0K | 0.02% | New |
| 761 | Valeo Financial Advisors#761 · 4,357 sh | 4,357 | $311.9K | — | +28.2% |
| 762 | Private Wealth Asset Management#762 · 4,355 sh | 4,355 | $311.8K | 0.03% | -3.8% |
| 763 | AGF MANAGEMENT LTD#763 · 4,339 sh | 4,339 | $310.7K | <0.01% | -90.1% |
| 764 | Phoenix Financial Ltd.#764 · 4,333 sh | 4,333 | $310.2K | <0.01% | +9.0% |
| 765 | Moors & Cabot#765 · 4,328 sh | 4,328 | $309.9K | 0.01% | -2.5% |
| 766 | Drexel Morgan#766 · 4,288 sh | 4,288 | $307.0K | 0.04% | 0.0% |
| 767 | Texas Bank#767 · 4,259 sh | 4,259 | $304.9K | 0.10% | +2.6% |
| 768 | Kingsview Wealth Management#768 · 4,205 sh | 4,205 | $301.1K | <0.01% | -14.9% |
| 769 | Meeder Advisory Services#769 · 4,193 sh | 4,193 | $300.2K | 0.01% | -33.5% |
| 770 | Warner Group#770 · 4,192 sh | 4,192 | $300.1K | 0.07% | New |
| 771 | MONETA GROUP INVESTMENT ADVISORS#771 · 4,154 sh | 4,154 | $297.4K | <0.01% | +0.4% |
| 772 | Shakespeare Wealth Management#772 · 4,142 sh | 4,142 | $296.6K | 0.08% | 0.0% |
| 773 | Fidelis Capital Partners#773 · 4,139 sh | 4,139 | $296.4K | 0.02% | +13.6% |
| 774 | Prime Capital Investment Advisors#774 · 4,111 sh | 4,111 | $294.3K | — | -2.0% |
| 775 | Oslo Pensjonsforsikring AS#775 · 4,105 sh | 4,105 | $293.9K | — | +52.8% |
| 776 | Pointe Capital Management#776 · 4,102 sh | 4,102 | $293.7K | 0.13% | -2.4% |
| 777 | Aegis Wealth Management#777 · 4,069 sh | 4,069 | $291.3K | 0.14% | New |
| 778 | Wealthspire Advisors#778 · 4,065 sh | 4,065 | $291.0K | <0.01% | New |
| 779 | WENDELL DAVID ASSOCIATES#779 · 4,027 sh | 4,027 | $288.0K | 0.03% | 0.0% |
| 780 | CAMBIENT FAMILY OFFICE#780 · 4,022 sh | 4,022 | $288.0K | 0.04% | -87.0% |
| 781 | Knollwood Investment Advisory#781 · 4,008 sh | 4,008 | $287.0K | 0.03% | 0.0% |
| 782 | GABELLI FUNDS#782 · 4,000 sh | 4,000 | $286.4K | <0.01% | -25.9% |
| 783 | Van Hulzen Asset Management#783 · 4,000 sh | 4,000 | $286.4K | 0.02% | New |
| 784 | REXFORD CAPITAL#784 · 3,950 sh | 3,950 | $282.8K | 0.17% | +2.5% |
| 785 | PATTEN & PATTEN#785 · 3,915 sh | 3,915 | $280.3K | — | 0.0% |
| 786 | HANCOCK WHITNEY#786 · 3,900 sh | 3,900 | $279.2K | <0.01% | -1.0% |
| 787 | Rialto Wealth Management#787 · 3,898 sh | 3,898 | $279.1K | 0.06% | -0.2% |
| 788 | SHELTON CAPITAL MANAGEMENT#788 · 3,866 sh | 3,866 | $276.8K | <0.01% | 0.0% |
| 789 | 1ST SOURCE BANK#789 · 3,833 sh | 3,833 | $274.4K | 0.01% | -2.2% |
| 790 | First Western Bank#790 · 3,826 sh | 3,826 | $273.9K | 0.01% | 0.0% |
| 791 | ATWOOD & PALMER#791 · 3,825 sh | 3,825 | $273.9K | — | 0.0% |
| 792 | HBK Sorce Advisory#792 · 3,735 sh | 3,735 | $273.0K | <0.01% | -8.9% |
| 793 | PHILADELPHIA#793 · 3,818 sh | 3,818 | $273.0K | 0.02% | 0.0% |
| 794 | RIVERSEDGE ADVISORS#794 · 3,801 sh | 3,801 | $272.2K | — | New |
| 795 | Hunter Perkins Capital Management#795 · 3,801 sh | 3,801 | $272.0K | 0.06% | -4.5% |
| 796 | PFG Investments#796 · 3,793 sh | 3,793 | $271.5K | 0.01% | +18.0% |
| 797 | BAR HARBOR WEALTH MANAGEMENT#797 · 3,788 sh | 3,788 | $271.2K | — | 0.0% |
| 798 | PROFUND ADVISORS#798 · 3,717 sh | 3,717 | $266.1K | <0.01% | +1.7% |
| 799 | FORTRESS PRIVATE LEDGER#799 · 3,710 sh | 3,710 | $265.6K | 0.07% | -31.5% |
| 800 | GeoWealth Management#800 · 3,700 sh | 3,700 | $264.9K | <0.01% | 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.