OTIS · Company research
Otis Worldwide Corporation (OTIS): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80 | 5146000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 912 | 58660 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 912 | 58660 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3605 | 258140 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CARY STREET PARTNERS FINANCIAL LLC | 1475045 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4836 | 346258 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| TOTH FINANCIAL ADVISORY CORP | 866780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 35800 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Shelter Ins Retirement Plan | 1455290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16000 | 1145600 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4478 | 321 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HAZLETT, BURT & WATSON, INC. | 46392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2311 | 165 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Volterra Technologies LP | 1833567 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8300 | 594280 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111589 | 7989789 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Signature Resources Capital Management, LLC | 1940917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 1504 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8390 | 600724 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 180675 | 12936330 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TOMPKINS FINANCIAL CORP | 1005817 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80 | 5728 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Gates Capital Management, Inc. | 1312908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 867273 | 62096747 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Security National Bank | 1719739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 1504 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 191498 | 13711 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FIRST NATIONAL BANK OF OMAHA | 36644 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2750 | 200530 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BRADLEY FOSTER & SARGENT INC/CT | 1015086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42289 | 3027867 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pacifica Partners Inc. | 1799900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 741 | 54167 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11170 | 799731 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 401 | 28712 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| UniSuper Management Pty Ltd | 1989400 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168480 | 12063168 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MONTAG A & ASSOCIATES INC | 829407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4749 | 340053 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TEALWOOD ASSET MANAGEMENT INC | 1164062 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19194 | 1374 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 579 | 41456 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| INGALLS & SNYDER LLC | 1041885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4771 | 342 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MQS Management LLC | 1759395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4404 | 315326 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BALDWIN WEALTH PARTNERS LLC/MA | 1021258 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97615 | 6989234 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41994 | 3006745 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMICA MUTUAL INSURANCE CO | 857508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64106 | 4590 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208901 | 14957312 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| DMKC Advisory Services, LLC | 1901337 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38387 | 2748480 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Fiera Capital Corp | 1505817 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3455000 | 247378000 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SHEETS SMITH WEALTH MANAGEMENT | 1157436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25801 | 1847319 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MCF Advisors LLC | 1602905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 421 | 30144 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 578661 | 41432129 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| SITTNER & NELSON, LLC | 1846138 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137 | 9810 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13162 | 942387 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108373 | 7759507 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5669 | 405900 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111 | 7948 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 891285 | 63816 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hudson Bay Capital Management LP | 1393825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14076 | 1007842 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nvest Wealth Strategies, Inc. | 2106942 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 788 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Tannin Capital LLC | 2110834 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3205 | 229478 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83789 | 5999292 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Fisher Asset Management, LLC | 850529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 587018 | 42030571 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Legacy Capital Wealth Partners, LLC | 1766228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6247 | 447290 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CHILTON CAPITAL MANAGEMENT LLC | 1056859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 119 | 8521 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Abound Wealth Management | 1950323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 17905 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 226957 | 16250 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9389 | 672236 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 2094379 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79453 | 5688835 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 752 | 53843 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Orographic Financial Advisors, LLC | 2135775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3259 | 241 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4355 | 311818 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Horizon Investments, LLC | 1560717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60939 | 4363232 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DAVIS-REA LTD. | 1482171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55527 | 3975733 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| OSTRUM ASSET MANAGEMENT | 1767945 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10560 | 756096 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Lafayette Investments, Inc. | 1308377 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13478 | 965025 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PFA Pension, Forsikringsaktieselskab | 1730073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2719 | 194680 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| USS Investment Management Ltd | 1587381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1759239 | 125952716 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Community Financial Services Group, LLC | 1537319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 536 | 37863 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19956721 | 1428901224 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Piscataqua Savings Bank | 1855835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 632 | 45251 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Burnham & Co LLC | 2136877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 17900 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PINNACLE ASSOCIATES LTD | 743127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18554 | 1328466 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1584200 | 113428720 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Regatta Research & Money Management | 2137529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 204 | 14582 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 375942 | 26917510 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Czech National Bank | 1908923 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109220 | 7820152 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 1504 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Ridgewood Investments LLC | 1703556 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22228 | 1591525 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Cohen Capital Management, Inc. | 1508120 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52862 | 3784919 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1367999 | 97949 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sarasin & Partners LLP | 1510481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29891 | 2140195 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Kingsview Wealth Management, LLC | 1791965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4205 | 301071 | — | — | — | Aug 19, 2026 | SEC_13F_DATASET |
| Farmers National Bank | 1632966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3375 | 241650 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.