Who Owns Otis Worldwide Corp (OTIS)? -- Institutional Holders (2026-06-30)
41 institutions reported holding $52.9M of Otis Worldwide Corp (OTIS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($12.9M), Czech National Bank ($7.8M), BDF-GESTION ($5.8M), Lincoln Capital LLC ($4.7M), PensionDanmark Pensionsforsikringsaktieselskab ($4.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Assenagon Asset Management S.A. | $12.9M | 180,205 | Trimmed |
| 2 | Czech National Bank | $7.8M | 109,220 | Added |
| 3 | BDF-GESTION | $5.8M | 16,851 | Trimmed |
| 4 | Lincoln Capital LLC | $4.7M | 65,323 | Trimmed |
| 5 | PensionDanmark Pensionsforsikringsaktieselskab | $4.3M | 60,516 | New |
| 6 | Cohen Capital Management, Inc. | $3.8M | 52,862 | Added |
| 7 | DMKC Advisory Services, LLC | $2.7M | 38,387 | Added |
| 8 | CANANDAIGUA NATIONAL BANK & TRUST CO | $2.6M | 36,663 | Added |
| 9 | Sarasin & Partners LLP | $2.1M | 29,891 | Trimmed |
| 10 | NEVILLE RODIE & SHAW INC | $795,000 | 11,108 | Hold |
| 11 | ROCKLAND TRUST CO | $624,710 | 8,725 | Trimmed |
| 12 | Cooper Financial Group | $624,562 | 8,723 | Trimmed |
| 13 | EASTERN BANK | $497,763 | 6,952 | Hold |
| 14 | CX Institutional | $493,000 | 6,886 | Added |
| 15 | GAMMA Investing LLC | $385,351 | 5,382 | Trimmed |
| 16 | Versant Capital Management, Inc | $340,243 | 4,752 | Added |
| 17 | Apella Capital, LLC | $313,854 | 4,274 | Added |
| 18 | Valeo Financial Advisors, LLC | $311,937 | 4,357 | Added |
| 19 | ATWOOD & PALMER INC | $273,870 | 3,825 | Hold |
| 20 | MOODY NATIONAL BANK TRUST DIVISION | $257,473 | 3,596 | Added |
| 21 | Arlington Partners LLC | $253,392 | 3,539 | Added |
| 22 | General Partner, Inc. | $216,876 | 3,029 | Hold |
| 23 | Bangor Savings Bank | $113,772 | 1,589 | Added |
| 24 | HARBOR INVESTMENT ADVISORY, LLC | $105,610 | 1,475 | Hold |
| 25 | MassMutual Private Wealth & Trust, FSB | $105,467 | 1,473 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30