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Disclosery

OTIS OTIS WORLDWIDE CORP

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Stock (common), issuer CIK 1781335

1,211 managers (1,237 13F filers) reported a position in OTIS shares at 2024-12-31, 363,488,836 shares in all. 80 filers opened a position and 107 filers sold out during the quarter.

Managers
1,211
13F filers
1,237
New
80
Added
382
Reduced
421
Sold out
107
Shares held by filers
363,488,836

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Norinchukin Bank, Thein group Norinchukin Bank, The18,133$1.68M0.04%+1,56613F-HRTimelineGroup
PINNACLE ASSOCIATES LTD18,129$1.68M0.02%-1,99113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC17,973$1.66M0.04%+7013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…17,743$1.64M0.02%+11,89413F-HRTimelineGroup
DEARBORN PARTNERS LLC17,661$1.64M0.07%+2513F-HRTimeline
CHOREO, LLC17,627$1.63M0.02%-1,07113F-HRTimeline
CWM, LLCin group CWM, LLC17,523$1.62M0.01%-20413F-HRTimelineGroup
E. Ohman J:or Asset Management AB17,300$1.6M0.04%+1,60013F-HRTimeline
Perigon Wealth Management, LLC17,005$1.58M0.04%+30913F-HRTimeline
OMERS ADMINISTRATION Corp17,080$1.58M0.01%-1,946,74013F-HRTimeline
Investment Research & Advisory Group, I…16,872$1.56M0.65%+31213F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC16,780$1.55M0.1%-3,70013F-HRTimeline
Cresset Asset Management, LLC16,502$1.53M0.01%-18,24313F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN16,500$1.53M0.4%+4,00013F-HRTimelineGroup
Generali Asset Management SPA SGR16,253$1.51M0.04%13F-HR/ATimeline
HB Wealth Management, LLC16,209$1.5M0.02%+69113F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC16,117$1.49M0.01%-11,24913F-HRTimeline
Tufton Capital Management15,667$1.45M0.27%-6013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST15,568$1.44M0.16%-8413F-HRTimeline
Beacon Pointe Advisors, LLC15,538$1.44M0.02%+1,42913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…15,439$1.43M0.14%+41213F-HR/ATimelineGroup
Argent Trust Co15,375$1.42M0.06%+1,12513F-HRTimeline
Trivant Custom Portfolio Group, LLC15,230$1.41M0.82%+24313F-HRTimeline
BURLING WEALTH PARTNERS, LLC15,214$1.41M0.29%13F-HRTimeline
Hartford Funds Management Co LLC14,874$1.38M0.13%+5913F-HRTimeline
Holocene Advisors, LP14,709$1.36M<0.01%-35,98413F-HRTimeline
Systematic Alpha Investments, LLC14,610$1.35M0.05%013F-HRTimeline
PRIVATE TRUST CO NA14,339$1.33M0.14%-14113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14,192$1.31M<0.01%-67713F-HRTimelineGroup
DAVENPORT & Co LLC14,173$1.31M0.01%+19713F-HRTimeline
Empirical Finance, LLC14,040$1.3M0.08%-17613F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC14,000$1.3M0.23%013F-HRTimeline
SYNOVUS FINANCIAL CORP13,971$1.29M0.02%-15313F-HRTimeline
Triangle Securities Wealth Management13,766$1.27M0.33%-64013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dash Acquisitions Inc.13,071$1.25M0.27%+42313F-HRTimeline
Metis Global Partners, LLC13,485$1.25M0.04%+64213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC13,468$1.25M0.01%+6,35913F-HRTimelineGroup
D.A. DAVIDSON & CO.13,450$1.25M0.01%-4013F-HRTimeline
TRUST CO OF VERMONT13,427$1.24M0.06%-26613F-HRTimeline
Wilmington Savings Fund Society, FSB13,249$1.23M0.02%-8013F-HRTimeline
Atria Investments, Inc13,149$1.22M0.02%+2,30413F-HRTimeline
NJ State Employees Deferred Compensatio…13,001$1.2M0.15%013F-HRTimeline
Goelzer Investment Management, Inc.12,995$1.2M0.07%013F-HRTimeline
WHITTIER TRUST CO12,909$1.2M0.02%-22713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI12,755$1.18M0.06%-33613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,697$1.18M0.03%-1,93513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC12,655$1.17M0.07%-1,60313F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC12,503$1.16M0.58%+9913F-HRTimeline
Lombard Odier Asset Management (Switzer…12,464$1.15M0.09%+2,22413F-HRTimeline
WOODSTOCK CORP12,423$1.15M0.11%-13713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC12,434$1.15M<0.01%-2,90413F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP12,328$1.14M0.03%new13F-HRTimelineGroup
Copeland Capital Management, LLC12,251$1.13M0.02%-155,79713F-HRTimeline
OneDigital Investment Advisors LLC12,218$1.13M0.01%+313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,025$1.11M<0.01%-10,64113F-HRTimelineGroup
Hartford Financial Management Inc.11,996$1.11M0.23%-50013F-HRTimeline
Rossmore Private Capital11,711$1.08M0.13%-1513F-HRTimeline
Lafayette Investments, Inc.11,600$1.07M0.23%-813F-HRTimeline
NEVILLE RODIE & SHAW INC11,558$1.07M0.08%013F-HRTimeline
HighPoint Advisor Group LLC11,054$1.07M0.06%+21713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding11,763$1.07M+347Timeline
Florida Trust Wealth Management Co11,469$1.06M0.03%+38513F-HRTimeline
Snowden Capital Advisors LLC11,332$1.05M0.03%+58413F-HRTimeline
Principle Wealth Partners LLC11,277$1.04M0.07%-12513F-HRTimeline
Bollard Group LLC11,263$1.04M0.03%+2513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC11,188$1.04M0.01%+47213F-HRTimeline
Guinness Atkinson Asset Management Inc11,182$1.04M0.53%+2,11913F-HRTimeline
Investment Management Corp of Ontario11,108$1.03M0.03%-2,30013F-HRTimeline
NorthCoast Asset Management LLC10,816$1M<0.01%-17,29813F-HR/ATimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.10,822$1M<0.01%+3,52413F-HRTimelineGroup
Merit Financial Group, LLC10,790$999K0.02%+69413F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,705$991K0.05%+3,30313F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC10,573$979K0.01%+37313F-HRTimeline
GREENLEAF TRUST10,481$971K0.01%+33313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,401$963K<0.01%+14113F-HRTimelineGroup
Ellevest, Inc.10,309$955K0.06%-76213F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd10,309$955K0.71%+5,46613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC10,305$954K0.01%+74113F-HRTimelineGroup
LBP AM SA10,290$953K0.01%013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.9,993$925K0.03%013F-HRTimelineGroup
BURNEY CO/9,914$918K0.03%+6013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/9,816$909K0.12%+7213F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC9,752$903K0.25%-13513F-HRTimeline
Parallel Advisors, LLC9,722$900K0.02%+43913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,700$898K0.01%+33713F-HRTimelineGroup
Applied Finance Capital Management, LLC9,694$898K0.04%013F-HRTimeline
Clearstead Advisors, LLC9,674$896K0.01%-1,11813F-HRTimeline
Compass Wealth Management LLC9,665$895K0.22%013F-HRTimeline
NewEdge Advisors, LLC9,653$894K0.01%+51413F-HRTimeline
Birch Hill Investment Advisors LLC9,625$891K0.04%-16213F-HRTimeline
OSSIAM9,498$880K0.02%+8,73113F-HRTimeline
IMA Advisory Services, Inc.9,433$874K0.11%-13713F-HRTimeline
AlphaQuest LLC9,338$865K0.11%+3,15113F-HRTimeline
Bleakley Financial Group, LLC9,334$864K0.03%+1,41313F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.9,238$856K0.01%-108,33413F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE9,231$855K0.25%-10013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC9,224$854K0.03%new13F-HRTimeline
Sequoia Financial Advisors, LLC9,217$854K0.01%-2,20913F-HR/ATimeline
Caprock Group, LLC9,195$852K0.03%+4,53413F-HRTimeline
SHELL ASSET MANAGEMENT CO9,133$846K0.04%-30413F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding9,087$842K+747Timeline
Vinva Investment Management Ltd9,062$839K0.03%-3,63913F-HRTimeline
Holowesko Partners Ltd.9,000$833K0.38%013F-HRTimeline
V-Square Quantitative Management LLC8,993$833K0.12%+1,22413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC8,935$827K0.01%+1,41413F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…8,930$827K0.02%+5,00013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC8,926$827K0.03%-26413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dynamic Technology Lab Private Ltd8,900$824K0.13%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,895$824K<0.01%+3,58013F-HRTimelineGroup
Field & Main Bank8,872$822K0.29%-1113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,844$819K0.07%-9,07313F-HRTimelineGroup
Advisors Asset Management, Inc.8,745$810K0.01%-42813F-HR/ATimeline
FineMark National Bank & Trust8,651$801K0.03%013F-HRTimeline
Amica Retiree Medical Trust8,594$796K0.75%-74513F-HRTimeline
DF DENT & CO INC8,458$783K0.01%+21713F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC8,415$779K0.02%013F-HRTimelineGroup
Glenview Trust Co8,395$777K0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,276$766K0.02%+1,70613F-HRTimelineGroup
GAMCO Investors (Gabelli)group of 2 filers holding8,220$761K0Timeline
PANAGORA ASSET MANAGEMENT INC8,215$761K<0.01%+25313F-HRTimeline
Ewing Morris & Co. Investment Partners …8,145$754K0.26%new13F-HRTimeline
Empowered Funds, LLC8,131$753K0.01%+84513F-HRTimeline
Marble Harbor Investment Counsel, LLC8,119$752K0.08%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC8,096$750K0.01%+1,02213F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC8,077$748K0.2%+1413F-HRTimeline
Summit Trail Advisors, LLC8,070$747K0.03%+97113F-HRTimeline
LEE DANNER & BASS INC7,983$739K0.06%-51713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,981$739K<0.01%-29113F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC7,886$730K0.03%+37113F-HR/ATimeline
Vestcor Inc7,866$728K0.02%-913F-HRTimeline
Triasima Portfolio Management inc.7,820$724K0.14%new13F-HRTimeline
LECAP ASSET MANAGEMENT LTD7,654$709K0.19%new13F-HRTimeline
Kingsview Wealth Management, LLC7,638$707K0.01%+53613F-HRTimeline
PRING TURNER CAPITAL GROUP INC7,575$702K0.47%013F-HRTimeline
Ninety One North America, Inc.7,525$697K0.04%-98513F-HRTimeline
EASTERN BANK7,498$694K0.01%013F-HRTimeline
Curated Wealth Partners LLC7,451$690K0.08%-3713F-HRTimeline
Chicago Capital, LLC7,406$686K0.02%+1313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,394$685K0.02%-43213F-HRTimeline
Choate Investment Advisors7,391$684K0.02%+2,81713F-HRTimeline
Financial Advisors Network, Inc.7,386$684K0.11%13F-HRTimeline
Fire Capital Management LLC7,346$680K0.51%13F-HRTimeline
Horizon Investments, LLC7,261$672K0.02%+10213F-HRTimeline
ROMANO BROTHERS AND COMPANY7,247$671K0.08%-13713F-HRTimeline
J.W. COLE ADVISORS, INC.7,205$667K0.03%+6313F-HRTimeline
AR ASSET MANAGEMENT INC7,200$667K0.15%013F-HRTimeline
Werlinich Asset Management, LLC7,155$662K0.39%013F-HRTimeline
TOWNSQUARE CAPITAL LLC7,026$651K0.01%+1,80113F-HRTimeline
Zions Bancorporation, N.A.7,000$648K0.04%+2,26813F-HRTimeline
Dorsey & Whitney Trust CO LLC6,945$643K0.04%+11413F-HRTimeline
Integrated Wealth Concepts LLC6,934$642K0.01%-83113F-HRTimeline
DIVERSIFIED TRUST CO6,836$633K0.02%+6313F-HRTimeline
Williams Jones Wealth Management, LLC.6,826$632K0.01%013F-HRTimeline
Larson Financial Group LLC6,763$626K0.03%+36813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,755$626K-250Timeline
Curbstone Financial Management Corp6,748$625K0.13%+213F-HRTimeline
Medallion Wealth Advisors, LLC6,632$624K0.31%13F-HRTimeline
OSTRUM ASSET MANAGEMENT6,729$623K0.05%+3,16413F-HRTimeline
Iron Gate Global Advisors LLC6,749$623K0.09%new13F-HRTimeline
GAMMA Investing LLC6,693$620K0.05%+1,30313F-HRTimeline
Waterford Advisors, LLC6,690$620K0.32%013F-HRTimeline
ELCO Management Co., LLC6,675$618K0.32%013F-HRTimeline
Campbell & CO Investment Adviser LLC6,660$617K0.05%+45813F-HRTimeline
EP Wealth Advisors, LLC6,625$614K0.01%+21813F-HRTimeline
Cooper Financial Group6,613$612K0.07%+23713F-HRTimeline
Westhampton Capital, LLC6,587$610K0.31%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,586$610K0.01%+91313F-HRTimeline
Quantessence Capital LLC6,536$605K0.25%13F-HRTimeline
ICW Investment Advisors LLC6,522$604K0.25%+19313F-HRTimeline
Mesirow Financial Investment Management…6,480$600K0.01%+11713F-HRTimeline
&PARTNERS6,440$598K0.01%+1,49613F-HRTimeline
Rehmann Capital Advisory Group6,449$597K0.04%+3,58213F-HRTimeline
WEDBUSH SECURITIES INC6,427$595K0.02%+1,82613F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co6,393$592K0.01%013F-HRTimelineGroup
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co6,318$585K0.02%-46313F-HRTimelineGroup
NorthRock Partners, LLC6,299$583K0.02%-17213F-HR/ATimeline
Wedmont Private Capital6,400$581K0.03%+29913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,271$581K0.01%-1,14613F-HRTimelineGroup
CENTRAL TRUST Co6,193$574K0.01%+9013F-HRTimeline
MEANS INVESTMENT CO., INC.6,190$573K0.06%+113F-HRTimeline
MERIDIAN MANAGEMENT CO6,157$570K0.15%+5313F-HRTimeline
Soltis Investment Advisors LLC6,073$562K0.05%-1913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group6,058$561K0.07%-2,51513F-HRTimelineGroup
Baldwin Investment Management, LLC6,007$556K0.07%-1,85013F-HRTimeline
Simmons Bankin group Simmons Bank5,974$553K0.04%-37513F-HRTimelineGroup
Lindbrook Capital, LLC5,958$552K0.05%+3713F-HRTimeline
IEQ CAPITAL, LLC5,933$549K0.01%-10,55213F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.5,917$548K0.38%-2513F-HRTimeline
Allred Capital Management, LLC5,911$547K0.21%013F-HRTimeline
MUFG SECURITIES AMERICAS INC.5,898$546K0.07%13F-HRTimeline
Optas, LLC5,889$545K0.12%+36713F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC5,874$544K0.01%-7,81113F-HRTimelineGroup
WOLVERINE TRADING, LLC5,875$544K0.01%+1,62513F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…5,863$543K0.06%-17213F-HRTimeline
Quotient Wealth Partners, LLC5,839$541K0.02%+14013F-HRTimeline
McElhenny Sheffield Capital Management,…5,802$537K0.18%new13F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA5,798$534K0.01%13F-HRTimelineGroup
CACTI ASSET MANAGEMENT LLC5,765$534K0.04%-32,63913F-HRTimeline
GARRISON POINT ADVISORS, LLC5,745$532K0.25%013F-HRTimeline
HOLDERNESS INVESTMENTS CO5,719$530K0.12%-2013F-HRTimeline