Filing Research | OTIS - OTIS WORLDWIDE CORP Institutional Holdings

Snapshot holdings

50 / 312 loaded

#		Instrument	quantity
1	PineStone Asset Management Inc.	Shares	4.3MSH	$307.2M
2	Canoe Financial LP	Shares	3.0MSH	$218.0M
3	SCHARF INVESTMENTS, LLC	Shares	1.0MSH	$72.2M
4	Swedbank AB	Shares	267.2KSH	$19.1M
5	DAVIDSON INVESTMENT ADVISORS	Shares	262.6KSH	$18.8M
6	Rathbones Group PLC	Shares	261.3KSH	$18.7M
7	River Road Asset Management, LLC	Shares	255.9KSH	$18.3M
8	Robeco Institutional Asset Management B.V.	Shares	215.2KSH	$15.4M
9	COERENTE CAPITAL MANAGEMENT	Shares	209.9KSH	$15.0M
10	Assenagon Asset Management S.A.	Shares	180.2KSH	$12.9M
11	Allied Investment Advisors, LLC	Shares	150.5KSH	$10.8M
12	Quintet Private Bank (Europe) S.A.	Shares	144.7KSH	$10.4M
13	AdviceOne Advisory Services, LLC	Shares	140.2KSH	$10.0M
14	SUMMITRY LLC	Shares	138.6KSH	$9.9M
15	FACTORY MUTUAL INSURANCE CO	Shares	130.3KSH	$9.3M
16	Steigerwald, Gordon & Koch Inc.	Shares	127.6KSH	$9.1M
17	Czech National Bank	Shares	109.2KSH	$7.8M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	107.0KSH	$7.3M
19	BALDWIN WEALTH PARTNERS LLC/MA	Shares	98.2KSH	$7.0M
20	Mirae Asset Global Investments Co., Ltd.	Shares	91.2KSH	$6.5M
21	IFM Investors Pty Ltd	Shares	89.8KSH	$6.4M
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	84.8KSH	$6.1M
23	LOUISBOURG INVESTMENTS INC.	Shares	103.1KSH	$5.8M
24	BDF-GESTION	Shares	16.9KSH	$5.8M
25	Morningstar Investment Management LLC	Shares	68.5KSH	$5.3M
26	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	69.3KSH	$5.0M
27	Y-Intercept (Hong Kong) Ltd	Shares	66.9KSH	$4.8M
28	Lincoln Capital LLC	Shares	65.3KSH	$4.7M
29	Avanza Fonder AB	Shares	60.6KSH	$4.3M
30	PensionDanmark Pensionsforsikringsaktieselskab	Shares	60.5KSH	$4.3M
31	Oak Thistle LLC	Shares	57.3KSH	$4.1M
32	Police & Firemen's Retirement System of New Jersey	Shares	56.9KSH	$4.1M
33	Cohen Capital Management, Inc.	Shares	52.9KSH	$3.8M
34	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	52.4KSH	$3.8M
35	BANQUE PICTET & CIE SA	Shares	51.7KSH	$3.7M
36	D.A. DAVIDSON & CO.	Shares	51.2KSH	$3.7M
37	Pictet North America Advisors SA	Shares	47.0KSH	$3.4M
38	MIZUHO MARKETS AMERICAS LLC	Shares	45.1KSH	$3.2M
39	Union Bancaire Privee, UBP SA	Shares	24.8KSH	$3.2M
40	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	40.5KSH	$2.9M
41	FARMERS & MERCHANTS INVESTMENTS INC	Shares	40.3KSH	$2.9M
42	Procyon Advisors, LLC	Shares	39.1KSH	$2.8M
43	DMKC Advisory Services, LLC	Shares	38.4KSH	$2.7M
44	HM PAYSON & CO	Shares	37.3KSH	$2.7M
45	Curated Wealth Partners LLC	Shares	37.1KSH	$2.7M
46	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	36.7KSH	$2.6M
47	Merit Financial Group, LLC	Shares	36.4KSH	$2.6M
48	Liberty Capital Management, Inc.	Shares	36.0KSH	$2.6M
49	ABN AMRO INVESTMENT SOLUTIONS	Shares	31.7KSH	$2.3M
50	EQUITABLE TRUST CO	Shares	31.1KSH	$2.2M

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Manager changes2026-06-30 vs 2026-03-31

50 / 338 loaded

#		Instrument
1	Canoe Financial LP added	Shares	+594.1K	+$29.1M	$218.0M
2	River Road Asset Management, LLC new	Shares	+255.9K	+$18.3M	$18.3M
3	SUMMITRY LLC new	Shares	+138.6K	+$9.9M	$9.9M
4	Y-Intercept (Hong Kong) Ltd added	Shares	+61.8K	+$4.4M	$4.8M
5	BDF-GESTION trimmed	Shares	-1.9K	+$4.4M	$5.8M
6	MIZUHO MARKETS AMERICAS LLC new	Shares	+45.1K	+$3.2M	$3.2M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+42.9K	+$2.6M	$7.3M
8	Curated Wealth Partners LLC added	Shares	+29.6K	+$2.1M	$2.7M
9	Sivia Capital Partners, LLC new	Shares	+29.0K	+$2.1M	$2.1M
10	Mediolanum International Funds Ltd new	Shares	+16.2K	+$1.2M	$1.2M
11	Union Bancaire Privee, UBP SA added	Shares	+7.0K	+$1.1M	$3.2M
12	Fideuram Asset Management (Ireland) dac new	Shares	+14.1K	+$1.0M	$1.0M
13	Revisor Wealth Management LLC new	Shares	+10.0K	+$712.6K	$712.6K
14	Avanza Fonder AB added	Shares	+12.5K	+$632.9K	$4.3M
15	LOUISBOURG INVESTMENTS INC. added	Shares	+19.4K	+$608.5K	$5.8M
16	BENJAMIN EDWARDS INC added	Shares	+9.0K	+$578.6K	$1.5M
17	Merit Financial Group, LLC added	Shares	+9.6K	+$541.7K	$2.6M
18	CHICAGO TRUST Co NA added	Shares	+7.7K	+$535.9K	$745.4K
19	Allied Investment Advisors, LLC added	Shares	+17.6K	+$528.4K	$10.8M
20	CHIRON CAPITAL MANAGEMENT, LLC added	Shares	+6.8K	+$467.8K	$737.6K
21	Financial Solutions Advisory Group, Inc. new	Shares	+6.2K	+$443.7K	$443.7K
22	MISSION WEALTH MANAGEMENT, LP new	Shares	+6.1K	+$435.0K	$435.0K
23	BAKER TILLY WEALTH MANAGEMENT, LLC added	Shares	+6.4K	+$434.0K	$809.4K
24	WADDELL & ASSOCIATES, LLC new	Shares	+5.5K	+$392.4K	$392.4K
25	DMKC Advisory Services, LLC added	Shares	+7.6K	+$374.7K	$2.7M
26	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+5.8K	+$360.1K	$1.1M
27	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+6.2K	+$341.9K	$1.8M
28	Sierra Legacy Group added	Shares	+5.5K	+$333.5K	$1.2M
29	Cypress Wealth Services, LLC new	Shares	+4.4K	+$317.9K	$317.9K
30	Brookstone Capital Management new	Shares	+4.4K	+$315.0K	$315.0K
31	Apollon Wealth Management, LLC added	Shares	+5.1K	+$312.4K	$1.1M
32	RIVERSEDGE ADVISORS, LLC new	Shares	+3.8K	+$272.2K	$272.2K
33	Diversified Trust Co added	Shares	+4.3K	+$258.6K	$977.3K
34	NorthCrest Asset Manangement, LLC added	Shares	+3.8K	+$253.0K	$503.9K
35	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+3.7K	+$227.4K	$758.9K
36	IFM Investors Pty Ltd added	Shares	+9.2K	+$218.5K	$6.4M
37	Versant Capital Management, Inc added	Shares	+3.0K	+$208.3K	$340.2K
38	Mirae Asset Global Investments Co., Ltd. added	Shares	+8.9K	+$187.0K	$6.5M
39	IFP Advisors, Inc added	Shares	+3.7K	+$144.6K	$1.9M
40	Cape Investment Advisory, Inc. new	Shares	+2.0K	+$142.4K	$142.4K
41	True Wealth Design, LLC added	Shares	+1.4K	+$95.3K	$137.7K
42	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+3.3K	+$77.7K	$2.3M
43	Optas, LLC added	Shares	+1.3K	+$63.4K	$511.0K
44	EverSource Wealth Advisors, LLC added	Shares	+1.1K	+$62.2K	$264.1K
45	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+1.7K	+$50.9K	$1.0M
46	Valeo Financial Advisors, LLC added	Shares	+959	+$50.0K	$311.9K
47	Envestnet Portfolio Solutions, Inc. added	Shares	+1.6K	+$48.6K	$943.0K
48	SJS Investment Consulting Inc. added	Shares	+611	+$43.0K	$52.9K
49	SIGNATUREFD, LLC added	Shares	+882	+$40.7K	$356.9K
50	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+5.4K	+$40.0K	$5.0M

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