Otis Worldwide — Institutional Ownership
Which tracked institutions hold OTIS, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
59
Funds holding
$7452815292
Total value held
Buying
38 added/new · 18 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $2264017395 | 31620354 | -600486 | -1.86% |
| 2 | State Street Corp | $1193213570 | 16664994 | +463491 | +2.86% |
| 3 | Franklin Resources Inc | $843747884 | 11784188 | +263232 | +2.28% |
| 4 | Morgan Stanley | $785082575 | 10964838 | -1994474 | -15.39% |
| 5 | Invesco Ltd. | $283104624 | 3953975 | +3953975 | NEW BUY |
| 6 | Northern Trust Corp | $279311528 | 3900999 | -156906 | -3.87% |
| 7 | Goldman Sachs Group Inc | $226638085 | 3165336 | +213733 | +7.24% |
| 8 | Jpmorgan Chase & Co | $220310622 | 3021264 | -734052 | -19.55% |
| 9 | Bank Of New York Mellon Corp | $196297801 | 2741590 | -106892 | -3.75% |
| 10 | Bank Of America Corp /De/ | $189233221 | 2642922 | +3367 | +0.13% |
| 11 | Ubs Group Ag | $136810988 | 1910768 | +1910768 | NEW BUY |
| 12 | Bank Of Montreal /Can/ | $136501463 | 1906445 | +360130 | +23.29% |
| 13 | Royal Bank Of Canada | $121180000 | 1692479 | +785591 | +86.62% |
| 14 | Citigroup Inc | $66319769 | 926254 | -115002 | -11.04% |
| 15 | Wells Fargo & Company/Mn | $63059133 | 880714 | +76430 | +9.50% |
| 16 | Raymond James Financial Inc | $54212235 | 757154 | +271833 | +56.01% |
| 17 | Barclays Plc | $51012707 | 712468 | -280065 | -28.22% |
| 18 | Principal Financial Group Inc | $41732706 | 582859 | +145739 | +33.34% |
| 19 | Sei Investments Co | $41145668 | 574680 | +44273 | +8.35% |
| 20 | Ameriprise Financial Inc | $39309207 | 549082 | +549082 | NEW BUY |
| 21 | Prudential Financial Inc | $38189507 | 533373 | +308905 | +137.62% |
| 22 | Ing Groep Nv | $29316119 | 409443 | +409443 | NEW BUY |
| 23 | Pnc Financial Services Group, Inc. | $22544156 | 314863 | -24314 | -7.17% |
| 24 | Stifel Financial Corp | $18585721 | 259575 | +259575 | NEW BUY |
| 25 | Jefferies Financial Group Inc. | $13835698 | 193236 | +193236 | NEW BUY |
| 26 | Toronto Dominion Bank | $10969081 | 153205 | +33390 | +27.87% |
| 27 | M&T Bank Corp | $10018675 | 139927 | -8136 | -5.49% |
| 28 | Us Bancorp \De\ | $9894007 | 138184 | -2455 | -1.75% |
| 29 | Markel Group Inc. | $9567192 | 133620 | +133620 | NEW BUY |
| 30 | Federated Hermes, Inc. | $7632060 | 106593 | +106593 | NEW BUY |
| 31 | Banco Santander, S.A. | $7608001 | 106257 | +106257 | NEW BUY |
| 32 | Pinnacle Financial Partners, Inc. | $6362779 | 88865 | -674 | -0.75% |
| 33 | Fifth Third Bancorp | $6298136 | 87963 | +6249 | +7.65% |
| 34 | Banco Bilbao Vizcaya Argentaria, S.A. | $5628834 | 78615 | +46684 | +146.20% |
| 35 | Janus Henderson Group Plc | $4570378 | 59297 | +59297 | NEW BUY |
| 36 | Truist Financial Corp | $3265702 | 45610 | +6711 | +17.25% |
| 37 | Bank Of Nova Scotia | $2910755 | 40653 | -18410 | -31.17% |
| 38 | Allstate Corp | $2617624 | 36559 | +8699 | +31.22% |
| 39 | Nomura Holdings Inc | $2483876 | 34691 | +10796 | +45.18% |
| 40 | Ally Financial Inc. | $2291200 | 32000 | +32000 | NEW BUY |
| 41 | Regions Financial Corp | $1944513 | 27158 | -1381 | -4.84% |
| 42 | Cullen/Frost Bankers, Inc. | $1148679 | 16043 | +16043 | NEW BUY |
| 43 | Atlantic Union Bankshares Corp | $725407 | 10131 | -33368 | -76.71% |
| 44 | Marex Group Ltd | $490102 | 6845 | +3731 | +119.81% |
| 45 | Citizens Financial Group Inc/Ri | $404612 | 5651 | +5651 | NEW BUY |
| 46 | Hancock Whitney Corp | $279240 | 3900 | -38 | -0.96% |
| 47 | Stonex Group Inc. | $252539 | 3426 | +3426 | NEW BUY |
| 48 | Northwest Bancshares, Inc. | $239359 | 3343 | -87 | -2.54% |
| 49 | City Holding Co | $147421 | 2059 | -379 | -15.55% |
| 50 | Southstate Bank Corp | $95300 | 1331 | +1331 | NEW BUY |
| 51 | First Financial Corp /In/ | $76039 | 1062 | — | Held |
| 52 | First Horizon Corp | $53771 | 751 | +751 | NEW BUY |
| 53 | First Bancorp, Inc /Me/ | $34440 | 481 | +481 | NEW BUY |
| 54 | Norwood Financial Corp | $33252 | 335 | — | Held |
| 55 | Zions Bancorporation, National Association /Ut/ | $30860 | 431 | +431 | NEW BUY |
| 56 | Tompkins Financial Corp | $9308 | 130 | -37 | -22.16% |
| 57 | Amalgamated Financial Corp. | $8724 | 113371 | +113371 | NEW BUY |
| 58 | Peapack Gladstone Financial Corp | $8180 | 114259 | +21395 | +23.04% |
| 59 | Peoples Financial Services Corp. | $2864 | 40 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.