OTIS — Otis Worldwide Corp Institutional Holders · Q3 2026

Name: Who Owns OTIS? 58 Institutions Hold $27.8M (Q3 2026)
Creator: ko.io

Who owns Otis Worldwide Corp (OTIS)? 58 institutions reported holding $27.83M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Mn Services Vermogensbeheer B.V. ($7.3M), Lincoln Capital LLC ($4.1M), Canandaigua National Bank & Trust Co ($2.6M).

Rank	Institution	Value	Shares	Change
1	Mn Services Vermogensbeheer B.V.	$7.3M	113,160	Hold
2	Lincoln Capital LLC	$4.1M	63,118	Trimmed
3	CANANDAIGUA NATIONAL BANK & TRUST CO	$2.6M	40,227	Added
4	Ridgewood Investments LLC	$1.5M	23,163	Added
5	Venture Visionary Partners LLC	$1.4M	21,911	Trimmed
6	YHB Investment Advisors, Inc.	$1.1M	17,386	Trimmed
7	BAKER TILLY WEALTH MANAGEMENT, LLC	$837,921	13,027	Added
8	Canandaigua National Trust Co of Florida	$800,655	12,448	Added
9	Brown Shipley& Co Ltd	$742,767	11,548	Trimmed
10	NEVILLE RODIE & SHAW INC	$714,000	11,108	Hold
11	Cooper Financial Group	$627,905	9,762	Added
12	GAMMA Investing LLC	$611,748	9,511	Added
13	Valeo Financial Advisors, LLC	$545,392	8,479	Added
14	Farther Finance Advisors, LLC	$540,400	8,402	Added
15	ROCKLAND TRUST CO	$472,109	7,340	Trimmed
16	EASTERN BANK	$459,374	7,142	Added
17	MOODY NATIONAL BANK TRUST DIVISION	$387,785	6,029	Added
18	Wedmont Private Capital	$359,833	5,443	Added
19	AMERICAN NATIONAL BANK & TRUST	$338,258	5,259	Trimmed
20	Apella Capital, LLC	$318,069	4,838	Added
21	Versant Capital Management, Inc	$284,745	4,427	Trimmed
22	Quintet Private Bank (Europe) S.A.	$273,617	4,254	Trimmed
23	CX Institutional	$270,000	4,200	Trimmed
24	ATWOOD & PALMER INC	$242,808	3,775	Trimmed
25	General Partner, Inc.	$194,825	3,029	Hold

Source: SEC Form 13F filings · as of 2026-09-30