# OTIS WORLDWIDE CORP (OTIS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/OTIS/

- Reporting holders: 51
- Reported value: $19.6M
- Held through calls: 0.1%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $4.1M | 63,118 | 0.7% | 26 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $2.6M | 40,227 | 0.2% | 14 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $1.5M | 23,163 | 0.5% | 9 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.4M | 21,911 | 0.0% | 24 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $1.1M | 17,386 | 0.1% | 26 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $837.9K | 13,027 | 0.2% | 3 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $800.7K | 12,448 | 0.4% | 2 |
| [Brown Shipley& Co Ltd](https://holderbook.com/funds/1912970-brown-shipley-co-ltd/) | $742.8K | 11,548 | 0.4% | 15 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $627.9K | 9,762 | 0.1% | 25 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $611.7K | 9,511 | 0.0% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $545.4K | 8,479 | 0.0% | 27 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $540.4K | 8,402 | 0.0% | 16 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $472.1K | 7,340 | 0.0% | 26 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $459.4K | 7,142 | 0.0% | 9 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $387.8K | 6,029 | 0.0% | 26 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $359.8K | 5,443 | 0.0% | 18 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $338.3K | 5,259 | 0.0% | 17 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $318.1K | 4,638 | 0.0% | 4 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $284.7K | 4,427 | 0.0% | 26 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $273.6K | 4,254 | 0.0% | 16 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $242.8K | 3,775 | 0.0% | 26 |
| [General Partner, Inc.](https://holderbook.com/funds/1800508-general-partner-inc/) | $194.8K | 3,029 | 0.1% | 16 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $108.7K | 1,690 | 0.0% | 3 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $102.2K | 1,589 | 0.0% | 18 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $81.1K | 1,261 | 0.0% | 26 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 51 | $19.6M |
| Q2 2026 | 1,233 | $27.3B |
| Q1 2026 | 1,238 | $26.9B |
| Q4 2025 | 1,312 | $31.1B |
| Q3 2025 | 1,257 | $31.9B |
| Q2 2025 | 1,274 | $35.0B |
| Q1 2025 | 1,253 | $36.9B |
| Q4 2024 | 1,239 | $34.2B |
| Q3 2024 | 1,210 | $40.9B |
| Q2 2024 | 1,196 | $36.5B |
| Q1 2024 | 1,209 | $38.7B |
| Q4 2023 | 1,192 | $34.0B |