Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

OTIS WORLDWIDE CORP · COM · quarter ended 2026-03-31 · 17 members disclosed OTIS ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 969 holders are listed, largest first: 969
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $23.7B
holders whose share count rose or who opened the position (new + add), by shares: 388
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 157

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of OTIS ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.5B	32,220,840	−1,356,768	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.9B	25,256,005	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.5B	19,701,892	—	NO PRIOR
4	STATE STREET CORP	$1.2B	16,201,503	+73,306	ADD
5	MORGAN STANLEY	$999M	12,959,312	+284,245	ADD
6	GEODE CAPITAL MANAGEMENT, LLC	$964M	12,451,330	+1,663,105	ADD
7	FRANKLIN RESOURCES INC	$888M	11,520,956	+3,678,803	ADD
8	FMR LLC	$615M	7,979,132	+5,294,456	ADD
9	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$598M	7,600,270	+757,201	ADD
10	Mitsubishi UFJ Asset Management Co., Ltd.	$454M	5,892,021	+1,206,711	ADD
11	Fiera Capital Corp	$375M	4,866,896	−153,156	TRIM
12	PineStone Asset Management Inc.	$346M	4,493,882	−186,115	TRIM
13	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	$338M	4,388,045	−290,493	TRIM
14	ALLIANCEBERNSTEIN L.P.	$334M	3,825,492	−11,360,666	TRIM
15	NORTHERN TRUST CORP	$313M	4,057,905	−37,624	TRIM
16	Invesco Ltd.	$306M	3,970,129	+65,533	ADD
17	WELLINGTON MANAGEMENT GROUP LLP	$271M	3,521,461	−91,350	TRIM
18	D. E. Shaw & Co., Inc.	$266M	3,454,928	+399,430	ADD
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$255M	3,310,369	+318,500	ADD
20	CANADA PENSION PLAN INVESTMENT BOARD	$251M	3,260,413	+2,661,453	ADD
21	Capital Research Global Investors	$221M	2,872,894	+28,968	ADD
22	CIBC Bancorp USA Inc.	$221M	2,864,227	—	NO PRIOR
23	Bank of New York Mellon Corp	$220M	2,848,482	+110,984	ADD
24	Fundsmith LLP	$211M	2,731,635	−380,745	TRIM
25	Legal & General Group Plc	$209M	2,713,920	−18,294	TRIM
26	Clearbridge Investments, LLC	$207M	2,691,181	+1,575,930	ADD
27	BANK OF AMERICA CORP /DE/	$203M	2,639,555	−441,135	TRIM
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$189M	2,448,568	+75,674	ADD
29	SCHRODER INVESTMENT MANAGEMENT GROUP	$187M	2,443,406	+165,117	ADD
30	Guinness Asset Management LTD	$181M	2,346,092	+227,151	ADD
31	VANGUARD FIDUCIARY TRUST CO	$169M	2,189,166	—	NO PRIOR
32	PRIMECAP MANAGEMENT CO/CA/	$161M	2,092,560	−101	TRIM
33	DIMENSIONAL FUND ADVISORS LP	$152M	1,969,372	+83,896	ADD
34	TWO SIGMA INVESTMENTS, LP	$149M	1,937,436	+1,363,291	ADD
35	Amundi	$145M	1,886,423	−131,000	TRIM
36	USS Investment Management Ltd	$136M	1,767,235	+65,250	ADD
37	RENAISSANCE TECHNOLOGIES LLC	$130M	1,691,200	+394,600	ADD
38	BANK OF MONTREAL /CAN/	$119M	1,546,315	+472,379	ADD
39	DEUTSCHE BANK AG\	$117M	1,520,477	−320,034	TRIM
40	AQR CAPITAL MANAGEMENT LLC	$116M	1,517,933	−769,852	TRIM
41	Pictet Asset Management Holding SA	$107M	1,384,014	+441,841	ADD
42	Squarepoint Ops LLC	$106M	1,381,044	−771,052	TRIM
43	JACOBS LEVY EQUITY MANAGEMENT, INC	$103M	1,337,699	+78,318	ADD
44	UBS Group AG	$95.6M	1,240,822	−672,209	TRIM
45	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$93.9M	1,217,914	+493,858	ADD
46	Nuveen, LLC	$90.8M	1,177,388	+318,111	ADD
47	SCHARF INVESTMENTS, LLC	$89.9M	1,166,569	+21,529	ADD
48	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$89.1M	1,155,585	+1,155,585	NEW
49	Swiss National Bank	$88.2M	1,143,643	+68,000	ADD
50	LONDON CO OF VIRGINIA	$86.5M	1,121,660	−724,183	TRIM
51	Qube Research & Technologies Ltd	$83.8M	1,087,124	−402,110	TRIM
52	Independent Franchise Partners LLP	$77.3M	1,002,284	−61,865	TRIM
53	FUNDSMITH INVESTMENT SERVICES LTD.	$74.5M	966,787	−284,726	TRIM
54	CITIGROUP INC	$73.2M	949,087	−92,169	TRIM
55	FIFTHDELTA Ltd	$71.5M	927,190	+166,058	ADD
56	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$70.9M	919,733	−431,756	TRIM
57	Man Group plc	$67.5M	875,464	−395,768	TRIM
58	BNP Paribas Asset Management Holding S.A.	$66.8M	866,892	+102,136	ADD
59	BARCLAYS PLC	$65.9M	855,533	−293,300	TRIM
60	Vanguard Global Advisers, LLC	$65.6M	851,242	—	NO PRIOR
61	Sumitomo Mitsui Trust Group, Inc.	$64.1M	832,132	−50,735	TRIM
62	ROYAL BANK OF CANADA	$61.9M	803,388	−193,670	TRIM
63	CITADEL ADVISORS LLC	$60.6M	786,128	−81,829	TRIM
64	ExodusPoint Capital Management, LP	$59.1M	766,679	+47,826	ADD
65	RHUMBLINE ADVISERS	$58.7M	761,584	−30,198	TRIM
66	HSBC HOLDINGS PLC	$58.2M	755,635	−984,455	TRIM
67	DnB Asset Management AS	$58.0M	752,719	+611,156	ADD
68	WELLS FARGO & COMPANY/MN	$57.4M	744,284	+152,795	ADD
69	VICTORY CAPITAL MANAGEMENT INC	$57.3M	743,228	−78,673	TRIM
70	Gates Capital Management, Inc.	$56.9M	737,558	−20,413	TRIM
71	Clean Energy Transition LLP	$54.6M	708,348	+112,745	ADD
72	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$53.3M	691,400	−13,473	TRIM
73	VANGUARD ASSET MANAGEMENT, Ltd	$51.6M	668,982	—	NO PRIOR
74	National Pension Service	$50.3M	652,801	+652,801	NEW
75	GREAT LAKES ADVISORS, LLC	$47.8M	620,007	+86,396	ADD
76	Fisher Asset Management, LLC	$47.7M	619,482	−4,521	TRIM
77	WORLDQUANT MILLENNIUM ADVISORS LLC	$46.7M	606,252	−437,471	TRIM
78	GFI Investment Counsel Ltd.	$45.1M	585,364	−55,677	TRIM
79	HighTower Advisors, LLC	$44.3M	575,062	−128,121	TRIM
80	FIRST TRUST ADVISORS LP	$44.2M	573,249	+80,364	ADD
81	PFA Pension, Forsikringsaktieselskab	$43.0M	557,796	+557,796	NEW
82	ANCHOR CAPITAL ADVISORS LLC	$42.8M	555,220	+11,358	ADD
83	Allianz Asset Management GmbH	$42.4M	550,068	+90,961	ADD
84	Sarasin & Partners LLP	$42.1M	546,283	−1,988,296	TRIM
85	SEI INVESTMENTS CO	$40.9M	530,407	+9,058	ADD
86	AMERIPRISE FINANCIAL INC	$40.6M	526,348	+85,053	ADD
87	RAYMOND JAMES FINANCIAL INC	$37.4M	485,321	+219,494	ADD
88	ENVESTNET ASSET MANAGEMENT INC	$35.8M	463,938	+48,855	ADD
89	TEACHER RETIREMENT SYSTEM OF TEXAS	$34.6M	448,353	+308,818	ADD
90	PRINCIPAL FINANCIAL GROUP INC	$33.7M	437,120	−79	TRIM
91	Tidal Investments LLC	$33.3M	431,817	+59,263	ADD
92	Mitsubishi UFJ Trust & Banking Corp	$33.2M	431,001	−31,227	TRIM
93	Assenagon Asset Management S.A.	$32.8M	425,343	−776,332	TRIM
94	STOREBRAND ASSET MANAGEMENT AS	$32.5M	422,012	—	NO PRIOR
95	NATIONAL BANK OF CANADA /FI/	$32.2M	417,644	+69,100	ADD
96	Railway Pension Investments Ltd	$31.6M	410,000	−60,100	TRIM
97	Artisan Partners Limited Partnership	$31.6M	409,323	−102,552	TRIM
98	J. Stern & Co. LLP	$30.4M	394,865	+394,865	NEW
99	Korea Investment CORP	$28.6M	370,851	+31,597	ADD
100	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$26.6M	344,873	0	NO CHANGE
101	Boston Partners	$26.3M	341,532	+13,087	ADD
102	Aberdeen Group plc	$26.0M	337,880	+11,482	ADD
103	J. Safra Sarasin Holding AG	$26.0M	337,541	−23,632	TRIM
104	AVIVA PLC	$25.2M	327,520	+9,712	ADD
105	ING GROEP NV	$25.2M	327,434	+77,069	ADD
106	Universal- Beteiligungs- und Servicegesellschaft mbH	$25.2M	325,798	+82,979	ADD
107	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$24.8M	321,576	+253,198	ADD
108	KLP KAPITALFORVALTNING AS	$22.7M	294,142	+27,700	ADD
109	UniSuper Management Pty Ltd	$22.3M	289,667	−214	TRIM
110	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$22.1M	287,005	−18,612	TRIM
111	Engineers Gate Manager LP	$21.5M	278,468	−448,894	TRIM
112	Bridgewater Associates, LP	$21.5M	278,411	+53,218	ADD
113	LPL Financial LLC	$21.3M	276,584	+27,369	ADD
114	Swedbank AB	$20.5M	266,602	+18,400	ADD
115	Quantinno Capital Management LP	$19.1M	248,110	+104,990	ADD
116	WELCH & FORBES LLC	$18.9M	245,678	−902	TRIM
117	DANSKE BANK A/S	$18.8M	244,494	+18,500	ADD
118	Jefferies Financial Group Inc.	$18.6M	241,500	+237,369	ADD
119	Carnegie Investment Counsel	$18.0M	233,574	−6,448	TRIM
120	NEW YORK STATE COMMON RETIREMENT FUND	$17.8M	230,506	0	NO CHANGE
121	COERENTE CAPITAL MANAGEMENT	$17.6M	227,914	+47,848	ADD
122	PRUDENTIAL FINANCIAL INC	$17.3M	224,468	+5,506	ADD
123	STATE OF WISCONSIN INVESTMENT BOARD	$17.2M	223,675	+11,813	ADD
124	CREDIT AGRICOLE S A	$17.1M	221,915	−10,325	TRIM
125	Robeco Institutional Asset Management B.V.	$16.6M	215,847	+82,318	ADD
126	CIBC Asset Management Inc	$16.0M	207,121	+7,228	ADD
127	TD ASSET MANAGEMENT INC	$15.9M	206,164	−5,908	TRIM
128	APG Asset Management N.V.	$15.6M	233,365	−7,510	TRIM
129	XTX Topco Ltd	$15.5M	201,145	+198,760	ADD
130	First Eagle Investment Management, LLC	$15.1M	196,033	+33,394	ADD
131	Vanguard Investments Australia, Ltd.	$14.9M	193,647	—	NO PRIOR
132	Chevy Chase Trust Holdings, LLC	$14.9M	192,984	−7,561	TRIM
133	Osmosis Investment Management UK Ltd	$14.9M	192,802	+188,643	ADD
134	ROYAL LONDON ASSET MANAGEMENT LTD	$14.8M	192,199	+1,086	ADD
135	AMERICAN CENTURY COMPANIES INC	$14.5M	187,998	+102,954	ADD
136	Regents Gate Capital LLP	$13.5M	175,425	+175,425	NEW
137	JANE STREET GROUP, LLC	$13.5M	175,028	−18,183	TRIM
138	Creative Planning	$13.1M	170,523	−64,440	TRIM
139	Zurcher Kantonalbank (Zurich Cantonalbank)	$13.0M	169,218	−70,775	TRIM
140	Focus Partners Wealth	$12.9M	167,448	+50,705	ADD
141	Asset Management One Co., Ltd.	$12.7M	165,412	−428	TRIM
142	Rockefeller Capital Management L.P.	$12.7M	164,291	+12,174	ADD
143	Cerity Partners LLC	$12.1M	157,386	−137,237	TRIM
144	STIFEL FINANCIAL CORP	$12.0M	156,055	+72,874	ADD
145	Quintet Private Bank (Europe) S.A.	$12.0M	155,776	−8,284	TRIM
146	Varma Mutual Pension Insurance Co	$11.6M	150,642	0	NO CHANGE
147	Corient Private Wealth LLC	$11.5M	151,824	−148,786	TRIM
148	Illinois Municipal Retirement Fund	$11.3M	147,016	−1,726	TRIM
149	M&T BANK CORP	$11.3M	146,635	−1,428	TRIM
150	Mill Capital Management, LLC	$11.1M	144,443	+606	ADD
151	US BANCORP \DE\	$10.8M	140,639	−7,307	TRIM
152	AdviceOne Advisory Services, LLC	$10.8M	140,283	−200	TRIM
153	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$10.8M	139,959	+99,586	ADD
154	NOMURA ASSET MANAGEMENT CO LTD	$10.5M	136,384	+6,466	ADD
155	Foyston, Gordon & Payne Inc	$10.4M	135,320	+14,331	ADD
156	Quantbot Technologies LP	$10.4M	134,833	−78,419	TRIM
157	Gotham Asset Management, LLC	$10.2M	132,922	−22,875	TRIM
158	Lansforsakringar Fondforvaltning AB (publ)	$10.2M	131,976	−813	TRIM
159	Trexquant Investment LP	$10.1M	131,185	−96,116	TRIM
160	State of New Jersey Common Pension Fund D	$10.1M	131,111	−1,779	TRIM
161	FACTORY MUTUAL INSURANCE CO	$10.1M	130,800	+2,000	ADD
162	Mariner, LLC	$10.0M	129,507	−4,712	TRIM
163	Ensign Peak Advisors, Inc	$9.9M	128,773	+28,651	ADD
164	BLI - Banque de Luxembourg Investments	$9.8M	113,377	+113,377	NEW
165	Sone Capital Management, LLC	$9.7M	126,251	−269,397	TRIM
166	BCV Asset Management Inc.	$9.5M	123,691	+1,023	ADD
167	TORONTO DOMINION BANK	$9.2M	119,815	−115,597	TRIM
168	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$9.2M	119,224	+38,400	ADD
169	Resona Asset Management Co.,Ltd.	$9.1M	118,240	−653	TRIM
170	BROWN ADVISORY INC	$9.0M	116,287	−4,897	TRIM
171	MARKEL GROUP INC.	$8.8M	114,620	0	NO CHANGE
172	ICICI Prudential Asset Management Co Ltd	$8.8M	114,100	+16,000	ADD
173	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$8.8M	113,579	−3,872	TRIM
174	Moran Wealth Management, LLC	$8.5M	109,818	+233	ADD
175	Tredje AP-fonden	$8.4M	108,953	+108,953	NEW
176	FEDERATED HERMES, INC.	$8.2M	106,290	+37,206	ADD
177	Arizona State Retirement System	$8.2M	105,895	−1,833	TRIM
178	Czech National Bank	$8.2M	105,866	+3,103	ADD
179	COMMONWEALTH EQUITY SERVICES, LLC	$7.9M	102,478	−3,052	TRIM
180	STATE OF MICHIGAN RETIREMENT SYSTEM	$7.8M	101,507	−500	TRIM
181	SEB Asset Management AB	$7.8M	101,369	—	NO PRIOR
182	Aquatic Capital Management LLC	$7.8M	100,609	−23,398	TRIM
183	BALDWIN WEALTH PARTNERS LLC/MA	$7.7M	100,162	−8,238	TRIM
184	NISA INVESTMENT ADVISORS, LLC	$7.7M	99,474	−2,418	TRIM
185	Qsemble Capital Management, LP	$7.6M	98,515	−29,625	TRIM
186	Connecticut Wealth Management, LLC	$7.5M	97,611	−5,913	TRIM
187	Machina Capital S.A.S.	$7.5M	97,203	+1,936	ADD
188	NORDEA INVESTMENT MANAGEMENT AB	$7.3M	96,038	+19,474	ADD
189	ADAGE CAPITAL PARTNERS GP, L.L.C.	$7.2M	93,615	+93,615	NEW
190	Federation des caisses Desjardins du Quebec	$7.0M	91,125	−1,203	TRIM
191	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$7.0M	90,992	+49,054	ADD
192	MetLife Investment Management, LLC	$7.0M	90,850	−2,579	TRIM
193	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$7.0M	90,550	−100	TRIM
194	VOYA INVESTMENT MANAGEMENT LLC	$7.0M	90,318	−17,433	TRIM
195	Pinnacle Financial Partners, Inc.	$6.9M	89,539	−152	TRIM
196	CLOVERFIELDS CAPITAL GROUP, LP	$6.9M	89,064	−3,465	TRIM
197	MILLENNIUM MANAGEMENT LLC	$6.8M	88,536	−2,298,930	TRIM
198	Pictet North America Advisors SA	$6.8M	87,639	−6,607	TRIM
199	OSAIC HOLDINGS, INC.	$6.7M	86,822	+10,530	ADD
200	OCCUDO QUANTITATIVE STRATEGIES LP	$6.5M	83,689	+21,455	ADD
201	Elo Mutual Pension Insurance Co	$6.4M	83,236	+5,194	ADD
202	Retirement Systems of Alabama	$6.4M	82,547	−360	TRIM
203	Mirae Asset Global Investments Co., Ltd.	$6.3M	82,256	+12,125	ADD
204	FIFTH THIRD BANCORP	$6.3M	81,714	+71,123	ADD
205	IFM Investors Pty Ltd	$6.2M	80,576	+2,070	ADD
206	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$6.1M	79,453	+79,453	NEW
207	BAHL & GAYNOR INC	$6.0M	78,327	−3,884	TRIM
208	Daiwa Securities Group Inc.	$6.0M	78,105	−12,565	TRIM
209	TWINBEECH CAPITAL LP	$6.0M	77,400	−80,476	TRIM
210	WINDWARD CAPITAL MANAGEMENT CO /CA	$5.6M	73,205	−229	TRIM
211	Voleon Capital Management LP	$5.5M	71,009	+6,290	ADD
212	Cetera Investment Advisers	$5.4M	70,682	+4,329	ADD
213	XPONANCE LLC	$5.4M	70,071	+9,292	ADD
214	ProShare Advisors LLC	$5.4M	69,658	−15,100	TRIM
215	Oak Thistle LLC	$5.3M	68,759	+45,331	ADD
216	Morningstar Investment Management LLC	$5.3M	68,541	+48,413	ADD
217	BTC Capital Management, Inc.	$5.3M	68,306	+2,613	ADD
218	DELTA ASSET MANAGEMENT LLC/TN	$5.3M	68,171	−1,537	TRIM
219	Lincoln Capital LLC	$5.2M	67,875	−988	TRIM
220	Calamos Advisors LLC	$5.2M	67,535	+2,765	ADD
221	LOUISBOURG INVESTMENTS INC.	$5.2M	83,707	+7,430	ADD
222	Modera Wealth Management, LLC	$5.1M	66,286	+630	ADD
223	COMMERCE BANK	$5.1M	66,228	+6,987	ADD
224	Vinva Investment Management Ltd	$5.1M	66,870	+50,877	ADD
225	PEAK6 LLC	$5.1M	65,904	+65,904	NEW
226	Empowered Funds, LLC	$5.1M	65,540	+23,418	ADD
227	AXQ CAPITAL, LP	$4.9M	64,202	+45,972	ADD
228	Invenomic Capital Management LP	$4.9M	64,052	+64,052	NEW
229	EVERGREEN CAPITAL MANAGEMENT LLC	$4.9M	63,824	−1,057	TRIM
230	Bryn Mawr Trust Advisors, LLC	$4.9M	63,468	+5,965	ADD
231	Utah Retirement Systems	$4.9M	63,416	−1,610	TRIM
232	Point72 Asset Management, L.P.	$4.8M	62,710	−84,309	TRIM
233	PUBLIC SECTOR PENSION INVESTMENT BOARD	$4.8M	62,519	+12,243	ADD
234	Oxbow Advisors, LLC	$4.8M	62,449	+30,743	ADD
235	NATIXIS	$4.8M	62,140	−51,582	TRIM
236	NEOS Investment Management LLC	$4.8M	61,814	+3,563	ADD
237	ANTIPODES PARTNERS Ltd	$4.8M	61,687	−3,664	TRIM
238	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$4.7M	64,091	−87,155	TRIM
239	Groupe la Francaise	$4.7M	60,411	+6,511	ADD
240	Eurizon Capital SGR S.p.A.	$4.6M	60,201	−13,390	TRIM
241	Swiss Life Asset Management Ltd	$4.6M	60,004	+562	ADD
242	Janus Henderson Group Ltd.	$4.6M	59,297	+4,136	ADD
243	BANK OF NOVA SCOTIA	$4.6M	59,063	−54,148	TRIM
244	Candriam S.C.A.	$4.5M	58,979	−10,755	TRIM
245	MERCER GLOBAL ADVISORS INC /ADV	$4.5M	57,980	−5,437	TRIM
246	Rakuten Investment Management, Inc.	$4.5M	58,430	+6,395	ADD
247	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.4M	57,645	+1,084	ADD
248	Brevan Howard Capital Management LP	$4.4M	56,487	−8,677	TRIM
249	CAISSE DES DEPOTS ET CONSIGNATIONS	$4.3M	55,325	0	NO CHANGE
250	MACKENZIE FINANCIAL CORP	$4.2M	54,285	+3,208	ADD
251	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.1M	53,713	−15,813	TRIM
252	MAI Capital Management	$4.1M	52,877	−5,277	TRIM
253	CAXTON ASSOCIATES LLP	$4.1M	52,813	+7,754	ADD
254	Sumitomo Mitsui DS Asset Management Company, Ltd	$4.0M	52,416	+932	ADD
255	DAVIS-REA LTD.	$4.0M	52,232	+4,658	ADD
256	HM PAYSON & CO	$4.0M	52,161	−4,060	TRIM
257	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$4.0M	52,157	+7,598	ADD
258	SPIREPOINT PRIVATE CLIENT, LLC	$4.0M	52,008	+7,765	ADD
259	INTECH INVESTMENT MANAGEMENT LLC	$4.0M	51,930	+31,505	ADD
260	BANQUE PICTET & CIE SA	$4.0M	51,657	0	NO CHANGE
261	Lifeworks Advisors, LLC	$4.0M	51,397	+1,543	ADD
262	D.A. DAVIDSON & CO.	$4.0M	51,364	−710	TRIM
263	PRUDENTIAL PLC	$3.9M	51,233	−5,778	TRIM
264	Financial Advisors Network, Inc.	$3.9M	50,471	—	NO PRIOR
265	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.9M	50,407	+385	ADD
266	KEYBANK NATIONAL ASSOCIATION/OH	$3.9M	50,319	−3,263	TRIM
267	OP Asset Management Ltd	$3.9M	50,070	—	NO PRIOR
268	William Allan Corp	$3.9M	50,007	+576	ADD
269	MEYER HANDELMAN CO	$3.8M	49,602	−32,776	TRIM
270	Avanza Fonder AB	$3.7M	48,086	0	NO CHANGE
271	Vident Advisory, LLC	$3.6M	46,922	+34,150	ADD
272	Ethic Inc.	$3.6M	46,065	+2,828	ADD
273	BRADLEY FOSTER & SARGENT INC/CT	$3.5M	45,482	−2,189	TRIM
274	MACQUARIE GROUP LTD	$3.4M	44,744	−10,886	TRIM
275	CIBC WORLD MARKET INC.	$3.4M	44,550	+1,442	ADD
276	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.4M	44,523	−100	TRIM
277	AGF MANAGEMENT LTD	$3.4M	43,664	+5,566	ADD
278	Baird Financial Group, Inc.	$3.3M	43,459	+43,459	NEW
279	CWM, LLC	$3.3M	42,932	−32,080	TRIM
280	YOUSIF CAPITAL MANAGEMENT, LLC	$3.3M	42,928	−3,303	TRIM
281	KANAWHA CAPITAL MANAGEMENT LLC	$3.3M	42,184	−1,415	TRIM
282	Dynamic Technology Lab Private Ltd	$3.2M	41,963	+28,361	ADD
283	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.2M	41,357	−500	TRIM
284	AIA Group Ltd	$3.2M	41,260	−3,753	TRIM
285	OSSIAM	$3.2M	40,929	+23,927	ADD
286	FARMERS & MERCHANTS INVESTMENTS INC	$3.1M	40,796	+207	ADD
287	Numerai GP LLC	$3.1M	40,604	−48,682	TRIM
288	Pathstone Holdings, LLC	$3.1M	40,535	−5,206	TRIM
289	TRUIST FINANCIAL CORP	$3.0M	38,899	−4,648	TRIM
290	OMERS ADMINISTRATION Corp	$2.9M	38,201	+23,557	ADD
291	Procyon Advisors, LLC	$2.9M	38,122	+5,265	ADD
292	STANCE CAPITAL LLC	$2.9M	38,017	+38,017	NEW
293	Aviso Financial Inc.	$2.9M	37,868	−8,753	TRIM
294	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.9M	37,712	+12,837	ADD
295	Wilmington Savings Fund Society, FSB	$2.9M	37,677	+3,417	ADD
296	EQUITABLE TRUST CO	$2.9M	37,095	−70,193	TRIM
297	Allworth Financial LP	$2.8M	35,987	+4,931	ADD
298	MML INVESTORS SERVICES, LLC	$2.8M	35,750	−17,123	TRIM
299	ASHTON THOMAS SECURITIES, LLC	$2.7M	34,772	+34,772	NEW
300	WINTON GROUP Ltd	$2.7M	34,552	−60,952	TRIM
301	Sanctuary Advisors, LLC	$2.6M	34,218	+11,646	ADD
302	ALPS ADVISORS INC	$2.6M	33,314	−2,377	TRIM
303	Circle Wealth Management, LLC	$2.6M	33,305	+454	ADD
304	Vanguard Personalized Indexing Management, LLC	$2.5M	32,397	−2,000	TRIM
305	FIRST MANHATTAN CO. LLC.	$2.5M	32,249	−4,462	TRIM
306	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.5M	31,931	+15,941	ADD
307	SummitTX Capital, L.P.	$2.4M	31,689	+31,689	NEW
308	Shelter Mutual Insurance Co	$2.4M	31,200	0	NO CHANGE
309	CAMBIENT FAMILY OFFICE, LLC	$2.4M	30,904	−249	TRIM
310	DMKC Advisory Services, LLC	$2.4M	30,796	+2,847	ADD
311	Brown Shipley& Co Ltd	$2.3M	29,307	−705	TRIM
312	HOHIMER WEALTH MANAGEMENT, LLC	$2.2M	28,641	+28,641	NEW
313	REGIONS FINANCIAL CORP	$2.2M	28,539	−2,981	TRIM
314	ABN AMRO INVESTMENT SOLUTIONS	$2.2M	28,467	+4,816	ADD
315	TWO SIGMA SECURITIES, LLC	$2.2M	28,083	+28,083	NEW
316	FIDUCIARY TRUST CO	$2.2M	28,057	−2,525	TRIM
317	SHEETS SMITH WEALTH MANAGEMENT	$2.2M	27,976	−4,799	TRIM
318	Investment Management Corp of Ontario	$2.1M	27,857	−1,535	TRIM
319	CANANDAIGUA NATIONAL CORP	$2.1M	27,485	—	NO PRIOR
320	Summit Trail Advisors, LLC	$2.1M	27,463	+2,534	ADD
321	LETSON INVESTMENT MANAGEMENT, INC.	$2.1M	27,045	−221	TRIM
322	Merit Financial Group, LLC	$2.1M	26,754	−2,152	TRIM
323	Union Bancaire Privee, UBP SA	$2.0M	17,803	+4,136	ADD
324	Orion Porfolio Solutions, LLC	$2.0M	26,031	−10,169	TRIM
325	Riverview Capital Advisers, LLC	$2.0M	25,679	+25,679	NEW
326	Rafferty Asset Management, LLC	$2.0M	25,311	−9,405	TRIM
327	EVOKE WEALTH, LLC	$1.9M	25,086	−11,693	TRIM
328	BLAIR WILLIAM & CO/IL	$1.9M	24,744	+2,157	ADD
329	Crossmark Global Holdings, Inc.	$1.9M	24,648	—	NO PRIOR
330	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.9M	24,424	+9,018	ADD
331	Third View Private Wealth, LLC	$1.9M	24,336	+24,336	NEW
332	Norinchukin Bank, The	$1.9M	24,152	−16	TRIM
333	Chicago Capital, LLC	$1.8M	23,958	+3,547	ADD
334	Venture Visionary Partners LLC	$1.8M	23,875	+48	ADD
335	Kestra Advisory Services, LLC	$1.8M	23,818	−363	TRIM
336	MIZUHO SECURITIES USA LLC	$1.8M	23,500	−4,877	TRIM
337	Cohen Klingenstein LLC	$1.8M	23,500	0	NO CHANGE
338	QRG CAPITAL MANAGEMENT, INC.	$1.8M	23,434	−1,119	TRIM
339	JB Capital LLC	$1.8M	23,124	−46	TRIM
340	M. Kraus & Co	$1.8M	23,115	−1,201	TRIM
341	Atria Investments, Inc	$1.8M	22,745	+5,630	ADD
342	Schonfeld Strategic Advisors LLC	$1.7M	22,135	−81,166	TRIM
343	HARTFORD INVESTMENT MANAGEMENT CO	$1.7M	22,063	−458	TRIM
344	WD RUTHERFORD LLC	$1.7M	21,965	+21,965	NEW
345	Beacon Pointe Advisors, LLC	$1.7M	21,952	+7,258	ADD
346	Wealthfront Advisers LLC	$1.7M	21,913	−12,942	TRIM
347	ASR Vermogensbeheer N.V.	$1.7M	21,892	+106	ADD
348	Evercore Wealth Management, LLC	$1.7M	21,531	−3,910	TRIM
349	Zurich Insurance Group Ltd/FI	$1.6M	21,400	0	NO CHANGE
350	YHB Investment Advisors, Inc.	$1.6M	21,179	−252	TRIM
351	Steward Partners Investment Advisory, LLC	$1.6M	21,073	+763	ADD
352	Savant Capital, LLC	$1.6M	20,587	+926	ADD
353	Plato Investment Management Ltd	$1.5M	19,718	+685	ADD
354	Emmett Investment Management, LP	$1.5M	19,525	+19,525	NEW
355	Clarkston Capital Partners, LLC	$1.5M	19,530	−125,024	TRIM
356	Walleye Capital LLC	$1.5M	19,391	−159,877	TRIM
357	Maryland State Retirement & Pension System	$1.5M	19,207	0	NO CHANGE
358	Cresset Asset Management, LLC	$1.5M	19,166	+7,512	ADD
359	BAILARD, INC.	$1.5M	19,140	−550	TRIM
360	J.W. COLE ADVISORS, INC.	$1.5M	19,058	+258	ADD
361	AG2R LA MONDIALE GESTION D'ACTIFS	$1.5M	19,031	+252	ADD
362	BDF-GESTION	$1.4M	18,746	0	NO CHANGE
363	AMG National Trust Bank	$1.4M	18,690	+103	ADD
364	PINNACLE ASSOCIATES LTD	$1.4M	18,171	−2,404	TRIM
365	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.4M	17,702	−26,962	TRIM
366	North Dakota State Investment Board	$1.4M	17,697	−2,588	TRIM
367	NOMURA HOLDINGS INC	$1.4M	17,595	+17,595	NEW
368	Private Advisor Group, LLC	$1.4M	17,519	−558	TRIM
369	Ridgewood Investments LLC	$1.3M	17,460	—	NO PRIOR
370	Lido Advisors, LLC	$1.3M	17,363	+6,649	ADD
371	Atlantic Union Bankshares Corp	$1.3M	16,891	−26,608	TRIM
372	Essex Financial Services, Inc.	$1.3M	16,800	−1,594	TRIM
373	Allspring Global Investments Holdings, LLC	$1.3M	16,286	−187	TRIM
374	Aware Super Pty Ltd as trustee of Aware Super	$1.3M	16,356	—	NO PRIOR
375	Shelter Ins Retirement Plan	$1.2M	16,000	0	NO CHANGE
376	MUFG Securities EMEA plc	$1.2M	15,977	0	NO CHANGE
377	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.2M	15,805	+3,208	ADD
378	CHOREO, LLC	$1.2M	15,668	+618	ADD
379	ARQ WEALTH ADVISORS, LLC	$1.2M	15,526	+12,610	ADD
380	BOOTHBAY FUND MANAGEMENT, LLC	$1.2M	15,446	+2,231	ADD
381	Dash Acquisitions Inc.	$1.2M	14,709	−489	TRIM
382	Woodline Partners LP	$1.2M	15,201	+8,022	ADD
383	Goelzer Investment Management, Inc.	$1.2M	15,151	0	NO CHANGE
384	Lafayette Investments, Inc.	$1.2M	15,138	−334	TRIM
385	NBT BANK, N.A.	$1.2M	14,968	−216	TRIM
386	PRIVATE TRUST CO NA	$1.1M	14,851	−1,158	TRIM
387	Hillsdale Investment Management Inc.	$1.1M	14,840	+3,500	ADD
388	FOUNDERS FINANCIAL SECURITIES LLC	$1.1M	13,924	+10,794	ADD
389	Systematic Alpha Investments, LLC	$1.1M	14,610	0	NO CHANGE
390	Tower Research Capital LLC (TRC)	$1.1M	14,591	−1,408	TRIM
391	BURNEY CO/	$1.1M	14,389	+5,163	ADD
392	Saudi Central Bank	$1.1M	14,385	+14,385	NEW
393	Ipswich Investment Management Co., Inc.	$1.1M	14,326	−2,509	TRIM
394	DAVENPORT & Co LLC	$1.1M	14,129	+62	ADD
395	Hudson Bay Capital Management LP	$1.1M	14,076	0	NO CHANGE
396	ARTHUR M. COHEN & ASSOCIATES, LLC	$1.1M	14,000	0	NO CHANGE
397	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$1.1M	14,007	0	NO CHANGE
398	Empirical Finance, LLC	$1.1M	13,946	−30	TRIM
399	Lombard Odier Asset Management (Switzerland) SA	$1.1M	13,760	+1,200	ADD
400	LECAP ASSET MANAGEMENT LTD	$1.1M	13,726	−15,329	TRIM
401	Sterling Capital Management LLC	$1.1M	13,693	−9,441	TRIM
402	MGO ONE SEVEN LLC	$1.1M	13,658	+6,235	ADD
403	Vontobel Holding Ltd.	$1.0M	13,598	+5,000	ADD
404	QUADRANT CAPITAL GROUP LLC	$1.0M	13,594	+6,856	ADD
405	Applied Finance Capital Management, LLC	$1.0M	13,376	+428	ADD
406	Bank Pictet & Cie (Europe) AG	$1.0M	13,346	−2,265	TRIM
407	Larson Financial Group LLC	$1.0M	13,064	+4,351	ADD
408	E. Ohman J:or Asset Management AB	$993K	12,877	0	NO CHANGE
409	Hartford Funds Management Co LLC	$992K	12,873	−2,042	TRIM
410	IEQ CAPITAL, LLC	$990K	12,849	−76,968	TRIM
411	Perigon Wealth Management, LLC	$988K	12,816	−1,385	TRIM
412	Guinness Atkinson Asset Management Inc	$985K	12,781	+1,522	ADD
413	TOKIO MARINE ASSET MANAGEMENT CO LTD	$982K	12,734	0	NO CHANGE
414	GATEWAY INVESTMENT ADVISERS LLC	$973K	12,622	−39,030	TRIM
415	PRINCIPAL SECURITIES, INC.	$969K	12,576	−159	TRIM
416	BENJAMIN EDWARDS INC	$964K	12,510	+5,616	ADD
417	Western Wealth Management, LLC	$961K	12,471	+12,471	NEW
418	Richard Bernstein Advisors LLC	$959K	12,442	0	NO CHANGE
419	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$959K	12,439	−13	TRIM
420	IRONWOOD INVESTMENT MANAGEMENT LLC	$928K	12,042	−569	TRIM
421	Ally Financial Inc.	$925K	12,000	0	NO CHANGE
422	EFG International AG	$917K	11,899	−16,910	TRIM
423	Rossmore Private Capital	$902K	11,704	−40	TRIM
424	CSS LLC/IL	$898K	11,653	+9,093	ADD
425	NewEdge Advisors, LLC	$898K	11,648	+11,648	NEW
426	Envestnet Portfolio Solutions, Inc.	$894K	11,604	−6,000	TRIM
427	Clearstead Advisors, LLC	$891K	11,562	−2,521	TRIM
428	SCOTIA CAPITAL INC.	$886K	11,495	−964	TRIM
429	HB Wealth Management, LLC	$886K	11,489	−5,096	TRIM
430	Sierra Legacy Group	$866K	11,233	+528	ADD
431	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$857K	11,115	+3,507	ADD
432	Metis Global Partners, LLC	$851K	11,045	−1,354	TRIM
433	MASTERINVEST Kapitalanlage GmbH	$842K	10,918	0	NO CHANGE
434	Holowesko Partners Ltd.	$840K	10,900	0	NO CHANGE
435	MUFG SECURITIES AMERICAS INC.	$829K	10,756	+257	ADD
436	Triangle Securities Wealth Management	$824K	10,692	−922	TRIM
437	Principle Wealth Partners LLC	$823K	10,678	−480	TRIM
438	Bleakley Financial Group, LLC	$814K	10,563	−518	TRIM
439	SECURIAN ASSET MANAGEMENT, INC	$809K	10,497	−100	TRIM
440	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$803K	10,420	+10,420	NEW
441	MOODY LYNN LIEBERSON & WALKER, LLC	$782K	10,150	−215	TRIM
442	EXCHANGE TRADED CONCEPTS, LLC	$778K	10,087	+8,614	ADD
443	OXFORD ASSET MANAGEMENT LLP	$776K	10,064	−5,279	TRIM
444	Advisors Asset Management, Inc.	$774K	10,037	−2,773	TRIM
445	GROUPAMA ASSET MANAGMENT	$759K	9,848	+6,999	ADD
446	Apollon Wealth Management, LLC	$758K	9,833	+2,926	ADD
447	&PARTNERS	$755K	9,801	+776	ADD
448	Snowden Capital Advisors LLC	$755K	9,800	−937	TRIM
449	Ascent Wealth Partners, LLC	$752K	9,761	+234	ADD
450	Cooper Financial Group	$751K	9,747	−145	TRIM
451	Forvis Mazars Wealth Advisors, LLC	$751K	9,746	−88	TRIM
452	DAYMARK WEALTH PARTNERS, LLC	$743K	9,636	+486	ADD
453	SALEM INVESTMENT COUNSELORS INC	$732K	9,502	0	NO CHANGE
454	Mesirow Financial Investment Management, Inc.	$728K	9,444	+4,506	ADD
455	AZZAD ASSET MANAGEMENT INC /ADV	$726K	9,416	+48	ADD
456	Belpointe Asset Management LLC	$720K	9,336	+9,336	NEW
457	Diversified Trust Co	$719K	9,325	+2,095	ADD
458	Brooklyn Investment Group	$717K	9,298	+5,321	ADD
459	Ballentine Partners, LLC	$717K	9,296	+520	ADD
460	Meiji Yasuda Asset Management Co Ltd.	$714K	9,265	+810	ADD
461	Sequoia Financial Advisors, LLC	$711K	9,221	+408	ADD
462	Blueshift Asset Management, LLC	$710K	9,209	+9,209	NEW
463	Banque Cantonale Vaudoise	$706K	9,157	+9,157	NEW
464	BRIDGES INVESTMENT MANAGEMENT INC	$705K	9,140	−1,271	TRIM
465	Turtle Creek Wealth Advisors, LLC	$700K	9,086	+169	ADD
466	Laird Norton Wetherby Trust Company, LLC	$694K	9,000	−622	TRIM
467	Dai-ichi Life Insurance Company, Ltd	$688K	8,930	0	NO CHANGE
468	ASSETMARK, INC	$683K	8,857	+572	ADD
469	ROCKLAND TRUST CO	$683K	8,855	−1,145	TRIM
470	MONARCH CAPITAL MANAGEMENT INC	$681K	8,833	−50	TRIM
471	TRUST CO OF TOLEDO NA /OH/	$670K	8,690	−365	TRIM
472	COOKSON PEIRCE & CO INC	$656K	8,512	+951	ADD
473	Banco Santander, S.A.	$654K	8,479	−26,780	TRIM
474	ANCHYRA PARTNERS LLC	$644K	8,354	−138	TRIM
475	OneDigital Investment Advisors LLC	$643K	8,337	−3,091	TRIM
476	OPPENHEIMER & CO INC	$639K	8,288	−33	TRIM
477	FIL Ltd	$637K	8,260	+8,260	NEW
478	JOHNSON INVESTMENT COUNSEL INC	$625K	8,108	−331	TRIM
479	DUMONT & BLAKE INVESTMENT ADVISORS LLC	$623K	8,083	−110	TRIM
480	ICW Investment Advisors LLC	$598K	7,753	+652	ADD
481	Concurrent Investment Advisors, LLC	$592K	7,683	−1,564	TRIM
482	Birch Hill Investment Advisors LLC	$581K	7,537	0	NO CHANGE
483	Vise Technologies, Inc.	$574K	6,567	0	NO CHANGE
484	Curated Wealth Partners LLC	$573K	7,440	0	NO CHANGE
485	Field & Main Bank	$571K	7,406	−150	TRIM
486	EP Wealth Advisors, LLC	$571K	7,403	+128	ADD
487	Fire Capital Management LLC	$566K	7,346	0	NO CHANGE
488	OPPENHEIMER ASSET MANAGEMENT INC.	$549K	7,118	+7,118	NEW
489	KESTRA PRIVATE WEALTH SERVICES, LLC	$547K	7,102	+7,102	NEW
490	Waverly Advisors, LLC	$542K	7,030	−1,343	TRIM
491	nVerses Capital, LLC	$538K	6,976	+3,847	ADD
492	EASTERN BANK	$536K	6,952	0	NO CHANGE
493	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$531K	6,895	+962	ADD
494	Medallion Wealth Advisors, LLC	$531K	6,886	—	NO PRIOR
495	State of Wyoming	$531K	6,884	+736	ADD
496	ROMANO BROTHERS AND COMPANY	$525K	6,811	−125	TRIM
497	BARTLETT & CO. WEALTH MANAGEMENT LLC	$522K	6,874	−2,394	TRIM
498	Canandaigua National Trust Co of Florida	$520K	6,744	+6,744	NEW
499	Iron Gate Global Advisors LLC	$511K	6,630	0	NO CHANGE
500	Waterford Advisors, LLC	$511K	6,690	0	NO CHANGE

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · OTIS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, John Boozman R–AR $2K–$30K
Sellers: 1 Kevin Hern R–OK-1 $1K–$15K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Bridgewater Associates, Caxton Associates $25.5M held
Trimming: 2 Fundsmith, Gotham Asset Management $221M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · OTIS WORLDWIDE CORP

Merged timeline of congressional filings and notable-manager moves on OTIS
Date	Who	Change	Size
2026-09-11	John Boozman Congress	BUY	$1K–$15K
2026-09-01	Kevin Hern Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Bridgewater Associates 13F	ADD	+53,218 sh
2026-05-15	Fundsmith 13F	TRIM	−380,745 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−22,875 sh
2026-05-14	Caxton Associates 13F	ADD	+7,754 sh

7 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

17 members of Congress disclosed OTIS — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).