Who holds OTISticker 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 ↗

969

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$23.7B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

388

addsholders whose share count rose or who opened the position (new + add), by shares

157

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Purchase	$1K–$15K
2026-09-01	Kevin Hern Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

17 members of Congress disclosed OTIS — the congressional view ↗