Otis Worldwide Corp (OTIS) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,233
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | EverSource Wealth Advisors#801 · 3,688 sh | 3,688 | $264.1K | <0.01% | -36.6% |
| 802 | MIRABELLA FINANCIAL SERVICES LLP#802 · 3,648 sh | 3,648 | $261.2K | 0.03% | New |
| 803 | Sovereign Financial Group#803 · 3,646 sh | 3,646 | $261.0K | 0.04% | -3.6% |
| 804 | Busey Wealth Management#804 · 3,632 sh | 3,632 | $260.1K | — | -0.1% |
| 805 | SYON CAPITAL#805 · 3,628 sh | 3,628 | $259.8K | 0.01% | New |
| 806 | CIGNA INVESTMENTS#806 · 3,612 sh | 3,612 | $259.0K | — | 0.0% |
| 807 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#807 · 3,614 sh | 3,614 | $258.8K | — | +26.2% |
| 808 | Checchi Capital Advisers#808 · 3,612 sh | 3,612 | $258.6K | 0.01% | -19.5% |
| 809 | MOODY NATIONAL BANK DIVISION#809 · 3,596 sh | 3,596 | $257.5K | — | +0.8% |
| 810 | OF VIRGINIA#810 · 3,560 sh | 3,560 | $254.9K | — | -4.1% |
| 811 | Evelyn Partners Group Ltd#811 · 3,544 sh | 3,544 | $253.8K | <0.01% | — |
| 812 | Arlington Partners#812 · 3,539 sh | 3,539 | $253.4K | — | +16.0% |
| 813 | StoneX Group#813 · 3,426 sh | 3,426 | $252.5K | 0.01% | New |
| 814 | HOWLAND CAPITAL MANAGEMENT#814 · 3,523 sh | 3,523 | $252.2K | — | +6.0% |
| 815 | MENORA MIVTACHIM LTD.#815 · 3,500 sh | 3,500 | $250.6K | <0.01% | 0.0% |
| 816 | Resonant Capital Advisors#816 · 3,487 sh | 3,487 | $249.7K | — | +6.9% |
| 817 | INSIGNEO ADVISORY SERVICES#817 · 3,463 sh | 3,463 | $248.0K | <0.01% | New |
| 818 | REUTER JAMES WEALTH MANAGEMENT#818 · 3,450 sh | 3,450 | $247.0K | — | +19.8% |
| 819 | Ellevest#819 · 3,348 sh | 3,348 | $245.7K | 0.03% | +3.0% |
| 820 | HOLDERNESS INVESTMENTS#820 · 3,418 sh | 3,418 | $244.7K | 0.04% | -2.2% |
| 821 | Great Diamond Partners#821 · 3,394 sh | 3,394 | $243.0K | — | 0.0% |
| 822 | Kintegral Advisory#822 · 3,392 sh | 3,392 | $242.9K | — | 0.0% |
| 823 | Farmers National Bank#823 · 3,375 sh | 3,375 | $241.7K | 0.05% | 0.0% |
| 824 | Orographic Financial Advisors#824 · 3,259 sh | 3,259 | $241.0K | 0.16% | 0.0% |
| 825 | TCTC#825 · 3,351 sh | 3,351 | $239.9K | <0.01% | +9.4% |
| 826 | Pinnacle Wealth Management Advisory Group#826 · 3,347 sh | 3,347 | $239.6K | — | +19.5% |
| 827 | Northwest Bancshares#827 · 3,343 sh | 3,343 | $239.4K | 0.04% | 0.0% |
| 828 | Ameritas Investment Partners#828 · 3,341 sh | 3,341 | $239.2K | <0.01% | -4.2% |
| 829 | Kera Capital Partners#829 · 3,315 sh | 3,315 | $237.4K | 0.02% | New |
| 830 | Quadcap Wealth Management#830 · 3,311 sh | 3,311 | $237.1K | 0.02% | +9.3% |
| 831 | Fiduciary Group#831 · 3,303 sh | 3,303 | $236.5K | 0.02% | -5.7% |
| 832 | Bell Investment Advisors#832 · 3,283 sh | 3,283 | $235.1K | 0.03% | -3.6% |
| 833 | BOYD WATTERSON ASSET MANAGEMENT#833 · 3,282 sh | 3,282 | $235.0K | 0.06% | 0.0% |
| 834 | Philadelphia Investment Partners#834 · 3,190 sh | 3,190 | $233.0K | 0.15% | 0.0% |
| 835 | Aptus Capital Advisors#835 · 3,235 sh | 3,235 | $231.6K | <0.01% | -1.2% |
| 836 | INVESCO#836 · 3,222 sh | 3,222 | $230.7K | — | 0.0% |
| 837 | Tannin Capital#837 · 3,205 sh | 3,205 | $229.5K | 0.15% | New |
| 838 | Mystic Asset Management#838 · 3,201 sh | 3,201 | $229.2K | — | 0.0% |
| 839 | Fruth Investment Management#839 · 3,200 sh | 3,200 | $229.0K | — | -4.5% |
| 840 | Compound Planning#840 · 3,182 sh | 3,182 | $227.8K | <0.01% | -1.1% |
| 841 | ROBINSON SMITH WEALTH ADVISORS#841 · 3,167 sh | 3,167 | $226.8K | — | -14.7% |
| 842 | DF DENT#842 · 3,165 sh | 3,165 | $226.6K | <0.01% | 0.0% |
| 843 | Deseret Mutual Benefit Administrators#843 · 3,126 sh | 3,126 | $223.8K | 0.07% | -5.3% |
| 844 | Proficio Capital Partners#844 · 3,118 sh | 3,118 | $223.2K | <0.01% | New |
| 845 | Claret Asset Management#845 · 3,119 sh | 3,119 | $223.0K | 0.02% | New |
| 846 | INDEPENDENT FINANCIAL GROUP#846 · 3,092 sh | 3,092 | $221.4K | — | New |
| 847 | FLAGSHIP HARBOR ADVISORS#847 · 3,068 sh | 3,068 | $219.7K | — | -5.6% |
| 848 | Meridian Wealth Management#848 · 3,030 sh | 3,030 | $217.0K | <0.01% | +0.2% |
| 849 | General Partner#849 · 3,029 sh | 3,029 | $216.9K | — | 0.0% |
| 850 | LEVEL FOUR ADVISORY SERVICES#850 · 3,024 sh | 3,024 | $216.6K | <0.01% | New |
| 851 | MITCHELL MCLEOD PUGH & WILLIAMS#851 · 3,011 sh | 3,011 | $215.6K | 0.03% | -2.0% |
| 852 | Sentinus#852 · 3,009 sh | 3,009 | $215.5K | 0.02% | New |
| 853 | Sound View Wealth Advisors Group#853 · 3,003 sh | 3,003 | $215.0K | 0.01% | -4.0% |
| 854 | SYSTEMATIC FINANCIAL MANAGEMENT#854 · 3,000 sh | 3,000 | $214.8K | <0.01% | 0.0% |
| 855 | BECKER CAPITAL MANAGEMENT#855 · 2,992 sh | 2,992 | $214.2K | <0.01% | 0.0% |
| 856 | HAZLETT, BURT & WATSON#856 · 3,000 sh | 3,000 | $214.0K | 0.06% | 0.0% |
| 857 | BOSTON FAMILY OFFICE#857 · 2,967 sh | 2,967 | $212.0K | 0.01% | 0.0% |
| 858 | Signature Wealth Management Partners#858 · 2,910 sh | 2,910 | $208.4K | — | 0.0% |
| 859 | NewEdge Wealth#859 · 2,903 sh | 2,903 | $207.9K | <0.01% | New |
| 860 | Arrowpoint Investment Partners (Singapore) Pte. Ltd.#860 · 2,903 sh | 2,903 | $207.9K | 0.05% | New |
| 861 | Inscription Capital#861 · 2,896 sh | 2,896 | $207.3K | 0.02% | New |
| 862 | BEESE FULMER INVESTMENT MANAGEMENT#862 · 2,882 sh | 2,882 | $206.4K | — | -29.2% |
| 863 | Copeland Capital Management#863 · 2,872 sh | 2,872 | $205.6K | — | -17.0% |
| 864 | HARBOUR INVESTMENTS#864 · 2,867 sh | 2,867 | $205.3K | <0.01% | +3.6% |
| 865 | Roehl & Yi Investment Advisors#865 · 2,863 sh | 2,863 | $205.0K | 0.07% | +0.1% |
| 866 | TIEMANN INVESTMENT ADVISORS#866 · 2,857 sh | 2,857 | $204.6K | 0.07% | -4.7% |
| 867 | LGT Group Foundation#867 · 2,814 sh | 2,814 | $201.5K | <0.01% | -22.0% |
| 868 | FORBES J M & LLP#868 · 2,806 sh | 2,806 | $200.9K | — | 0.0% |
| 869 | Cyndeo Wealth Partners#869 · 2,805 sh | 2,805 | $200.8K | — | +4.2% |
| 870 | FIRST NATIONAL BANK OF OMAHA#870 · 2,750 sh | 2,750 | $200.5K | <0.01% | -11.3% |
| 871 | FERGUSON WELLMAN CAPITAL MANAGEMENT#871 · 2,797 sh | 2,797 | $200.3K | — | -11.6% |
| 872 | Colonial / SC#872 · 2,733 sh | 2,733 | $195.7K | 0.02% | +1.7% |
| 873 | PFA Pension, Forsikringsaktieselskab#873 · 2,719 sh | 2,719 | $194.7K | <0.01% | -99.5% |
| 874 | ST GERMAIN D J#874 · 2,709 sh | 2,709 | $194.0K | <0.01% | -7.3% |
| 875 | S.A. Mason#875 · 2,672 sh | 2,672 | $191.3K | — | -5.2% |
| 876 | Corient IA#876 · 2,660 sh | 2,660 | $190.5K | 0.18% | 0.0% |
| 877 | Parkside Financial Bank#877 · 2,638 sh | 2,638 | $188.9K | <0.01% | +99.4% |
| 878 | Caldwell#878 · 2,569 sh | 2,569 | $183.9K | 0.01% | -7.4% |
| 879 | BOKF, NA#879 · 2,569 sh | 2,569 | $183.9K | <0.01% | -11.2% |
| 880 | Washington Advisors#880 · 2,567 sh | 2,567 | $183.8K | — | +8.0% |
| 881 | New England Capital Financial Advisors#881 · 2,543 sh | 2,543 | $182.1K | 0.04% | +0.4% |
| 882 | MANNING & NAPIER ADVISORS#882 · 2,410 sh | 2,410 | $175.7K | <0.01% | +1.7% |
| 883 | MCDONALD PARTNERS#883 · 2,344 sh | 2,344 | $167.8K | 0.04% | New |
| 884 | Penserra Capital Management#884 · 2,284 sh | 2,284 | $163.0K | <0.01% | +2.1% |
| 885 | Silicon Valley Capital Partners#885 · 2,272 sh | 2,272 | $162.7K | 0.01% | 0.0% |
| 886 | Compagnie Lombard Odier SCmA#886 · 2,268 sh | 2,268 | $162.4K | <0.01% | 0.0% |
| 887 | Innovative Asset Advisors Group#887 · 2,211 sh | 2,211 | $158.3K | 0.07% | -15.5% |
| 888 | MATHER GROUP#888 · 2,185 sh | 2,185 | $156.5K | — | -14.5% |
| 889 | Smartleaf Asset Management#889 · 2,128 sh | 2,128 | $155.2K | <0.01% | 0.0% |
| 890 | Essential Partners#890 · 2,098 sh | 2,098 | $150.2K | — | +613.6% |
| 891 | CITY HOLDING#891 · 2,059 sh | 2,059 | $147.4K | — | -15.5% |
| 892 | Napier Financial#892 · 2,054 sh | 2,054 | $147.1K | 0.03% | -1.2% |
| 893 | Aberdeen Wealth Management#893 · 1,999 sh | 1,999 | $143.1K | 0.07% | -39.4% |
| 894 | Cape Investment Advisory#894 · 1,989 sh | 1,989 | $142.4K | — | New |
| 895 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#895 · 1,960 sh | 1,960 | $138.5K | <0.01% | -4.3% |
| 896 | Ancora Advisors#896 · 1,931 sh | 1,931 | $138.3K | <0.01% | -27.5% |
| 897 | CENTAURUS FINANCIAL#897 · 1,924 sh | 1,924 | $138.0K | <0.01% | +1.5% |
| 898 | True Wealth Design#898 · 1,923 sh | 1,923 | $137.7K | — | +249.6% |
| 899 | Continuum Advisory#899 · 1,870 sh | 1,870 | $133.9K | 0.01% | New |
| 900 | Institute for Wealth Management#900 · 1,861 sh | 1,861 | $133.2K | 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.