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Disclosery

OTIS OTIS WORLDWIDE CORP

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Stock (common), issuer CIK 1781335

1,219 managers (1,247 13F filers) reported a position in OTIS shares at 2025-03-31, 356,790,660 shares in all. 106 filers opened a position and 98 filers sold out during the quarter.

Managers
1,219
13F filers
1,247
New
106
Added
402
Reduced
476
Sold out
98
Shares held by filers
356,790,660

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
E. Ohman J:or Asset Management AB17,300$1.79M0.05%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…19,229$1.77M0.02%-24,32313F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC16,780$1.73M0.12%013F-HRTimeline
Argent Trust Co16,680$1.72M0.07%+1,30513F-HRTimeline
Caprock Group, LLC16,505$1.7M0.05%+7,31013F-HRTimeline
CWM, LLCin group CWM, LLC16,476$1.7M0.01%-1,04713F-HRTimelineGroup
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd16,356$1.69M0.83%+6,04713F-HRTimelineGroup
Merit Financial Group, LLC16,355$1.69M0.03%+5,56513F-HRTimeline
Metis Global Partners, LLC16,062$1.66M0.05%+2,57713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,494$1.6M0.05%-7,77113F-HRTimelineGroup
Aquatic Capital Management LLC15,440$1.59M0.04%-25,04513F-HRTimeline
Tufton Capital Management15,436$1.59M0.31%-23113F-HRTimeline
Quantitative Investment Management, LLC15,350$1.58M0.15%new13F-HRTimeline
J.W. COLE ADVISORS, INC.15,302$1.58M0.05%+8,09713F-HRTimeline
PRIVATE TRUST CO NA15,235$1.57M0.16%+89613F-HRTimeline
Nebula Research & Development LLC15,089$1.56M0.14%new13F-HRTimeline
Trivant Custom Portfolio Group, LLC15,023$1.55M0.89%-20713F-HRTimeline
Beacon Pointe Advisors, LLC14,832$1.53M0.02%-70613F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS16,021$1.53M0.08%13F-HRTimeline
Qsemble Capital Management, LP14,742$1.52M0.16%+11,75813F-HRTimeline
Hartford Funds Management Co LLC14,721$1.52M0.14%-15313F-HRTimeline
CAXTON ASSOCIATES LLP14,716$1.52M0.05%13F-HRTimeline
OMERS ADMINISTRATION Corp14,644$1.51M0.01%-2,43613F-HRTimeline
Systematic Alpha Investments, LLC14,610$1.51M0.06%013F-HRTimeline
Summit Trail Advisors, LLC14,489$1.5M0.05%+6,41913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14,465$1.49M<0.01%+27313F-HRTimelineGroup
Empirical Finance, LLC14,373$1.48M0.09%+33313F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…14,334$1.48M0.02%-3,40913F-HRTimelineGroup
SYNOVUS FINANCIAL CORP14,063$1.45M0.02%+9213F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN14,000$1.45M0.43%-2,50013F-HRTimelineGroup
ARTHUR M. COHEN & ASSOCIATES, LLC14,000$1.44M0.28%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC13,994$1.44M0.02%+5,89813F-HRTimelineGroup
Triasima Portfolio Management inc.13,969$1.44M0.28%+6,14913F-HRTimeline
Atria Investments, Inc13,931$1.44M0.02%+78213F-HRTimeline
Chicago Capital, LLC13,861$1.43M0.04%+6,45513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,772$1.42M0.02%-9,09613F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC13,720$1.42M0.03%+1,02313F-HRTimeline
Quantessence Capital LLC13,700$1.41M0.35%+7,16413F-HRTimeline
Voleon Capital Management LP13,661$1.41M0.11%new13F-HRTimeline
Perigon Wealth Management, LLC13,477$1.39M0.04%-3,52813F-HRTimeline
FORA Capital, LLC13,465$1.39M0.14%-35,09813F-HRTimeline
Triangle Securities Wealth Management13,217$1.36M0.35%-54913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BURLING WEALTH PARTNERS, LLC13,094$1.35M0.28%-2,12013F-HRTimeline
TRUST CO OF VERMONT13,049$1.35M0.07%-37813F-HRTimeline
NJ State Employees Deferred Compensatio…13,001$1.34M0.17%013F-HRTimeline
Goelzer Investment Management, Inc.12,995$1.34M0.08%013F-HR/ATimeline
Lafayette Investments, Inc.12,882$1.33M0.28%+1,28213F-HRTimeline
DAVENPORT & Co LLC12,722$1.31M0.01%-1,45113F-HRTimeline
WHITTIER TRUST CO12,668$1.31M0.02%-24113F-HRTimeline
Dash Acquisitions Inc.13,470$1.31M0.29%+39913F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC12,471$1.29M0.7%-3213F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …13,378$1.27M0.09%+1,61513F-HRTimelineGroup
OneDigital Investment Advisors LLC12,295$1.27M0.02%+7713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI12,257$1.26M0.07%-49813F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.11,955$1.23M0.01%+1,13313F-HRTimelineGroup
Hartford Financial Management Inc.11,902$1.23M0.25%-9413F-HRTimeline
GREENLEAF TRUST11,829$1.22M0.01%+1,34813F-HRTimeline
Cresset Asset Management, LLC11,598$1.2M0.01%-4,90413F-HRTimeline
Guinness Atkinson Asset Management Inc11,587$1.2M0.67%+40513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC11,492$1.19M0.08%-1,16313F-HRTimeline
Rossmore Private Capital11,351$1.17M0.14%-36013F-HRTimeline
Investment Management Corp of Ontario11,308$1.17M0.02%+20013F-HRTimeline
Bollard Group LLC11,287$1.17M0.03%+2413F-HRTimeline
WOODSTOCK CORP11,265$1.16M0.11%-1,15813F-HRTimeline
Principle Wealth Partners LLC11,227$1.16M0.08%-5013F-HRTimeline
NEVILLE RODIE & SHAW INC11,158$1.15M0.09%-40013F-HRTimeline
Copeland Capital Management, LLC11,157$1.15M0.02%-1,09413F-HRTimeline
IFP Advisors, Inc11,058$1.14M0.04%+9,38213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC10,999$1.14M<0.01%-1,43513F-HRTimelineGroup
Snowden Capital Advisors LLC10,944$1.13M0.04%-38813F-HRTimeline
Wilmington Savings Fund Society, FSB10,918$1.13M0.02%-2,33113F-HRTimeline
NorthCoast Asset Management LLC10,884$1.12M0.01%+6813F-HR/ATimeline
INTECH INVESTMENT MANAGEMENT LLC10,760$1.11M0.01%-5,35713F-HRTimeline
DF DENT & CO INC10,690$1.1M0.01%+2,23213F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding10,667$1.1M+1,580Timeline
BRIDGES INVESTMENT MANAGEMENT INC10,408$1.07M0.02%-78013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…10,350$1.07M0.02%+7,46413F-HRTimelineGroup
LBP AM SA10,290$1.06M0.02%013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.10,285$1.06M0.04%+29213F-HRTimelineGroup
Florida Trust Wealth Management Co10,163$1.05M0.03%-1,30613F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP10,019$1.03M0.03%-2,30913F-HRTimelineGroup
Applied Finance Capital Management, LLC9,995$1.03M0.08%+30113F-HRTimeline
HighPoint Advisor Group LLC10,869$1.03M0.06%-18513F-HRTimeline
Sequoia Financial Advisors, LLC9,936$1.03M0.01%+71913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC9,909$1.02M0.02%-66413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,868$1.02M0.01%+1,88713F-HRTimelineGroup
Ellevest, Inc.9,833$1.01M0.07%-47613F-HRTimeline
BURNEY CO/9,745$1.01M0.04%-16913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/9,704$1M0.13%-11213F-HRTimeline
Compass Wealth Management LLC9,665$997K0.25%013F-HRTimeline
Clearstead Advisors, LLC9,601$991K0.02%-7313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,454$976K<0.01%-94713F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.9,447$975K0.01%+20913F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co5,000$964K0.03%-1,39313F-HRTimelineGroup
Birch Hill Investment Advisors LLC9,325$962K0.05%-30013F-HRTimeline
Parallel Advisors, LLC9,266$956K0.02%-45613F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE9,226$952K0.28%-513F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC9,213$951K0.26%-53913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,095$939K0.01%+16013F-HRTimeline
NewEdge Advisors, LLC9,026$931K0.01%-62713F-HRTimeline
Holowesko Partners Ltd.9,000$929K0.35%013F-HRTimeline
Empowered Funds, LLC8,988$928K0.01%+85713F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…8,930$922K0.03%013F-HRTimelineGroup
Carolina Wealth Advisors, LLC8,846$913K0.49%+6,58113F-HRTimeline
OSSIAM8,812$909K0.01%-68613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST8,766$905K0.1%-6,80213F-HRTimeline
FineMark National Bank & Trust8,751$903K0.03%+10013F-HRTimeline
SHELL ASSET MANAGEMENT CO8,737$902K0.04%-39613F-HRTimeline
AustralianSuper Pty Ltd8,718$900K0.01%new13F-HRTimeline
V-Square Quantitative Management LLC8,718$900K0.13%-27513F-HRTimeline
Field & Main Bank8,702$898K0.32%-17013F-HRTimeline
IMA Advisory Services, Inc.8,697$898K0.11%-73613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,674$895K0.04%+78813F-HR/ATimeline
PANAGORA ASSET MANAGEMENT INC8,652$893K<0.01%+43713F-HRTimeline
Procyon Advisors, LLC8,528$880K0.05%+6,36013F-HRTimeline
SummitTX Capital, L.P.8,519$879K0.04%13F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC8,415$868K0.02%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,304$857K0.01%-1,39613F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC8,298$856K0.01%+1,27213F-HRTimeline
Advisors Asset Management, Inc.8,257$852K0.02%-48813F-HR/ATimeline
GAMCO Investors (Gabelli)group of 2 filers holding8,200$846K-20Timeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC8,117$838K0.23%+4013F-HRTimeline
LEE DANNER & BASS INC7,983$824K0.07%013F-HRTimeline
GAMMA Investing LLC7,953$821K0.06%+1,26013F-HR/ATimeline
TD Waterhouse Canada Inc.7,875$819K0.01%+3,28413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,914$817K0.02%-36213F-HRTimelineGroup
Vestcor Inc7,883$814K0.03%+1713F-HRTimeline
Marble Harbor Investment Counsel, LLC7,769$802K0.09%-35013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,657$790K0.03%13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC7,649$789K0.03%-1,27713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,614$786K0.02%+22013F-HRTimeline
PRING TURNER CAPITAL GROUP INC7,575$782K0.48%013F-HRTimeline
Curated Wealth Partners LLC7,514$775K0.1%+6313F-HRTimeline
EASTERN BANK7,498$774K0.02%013F-HRTimeline
Horizon Investments, LLC7,486$773K0.02%+22513F-HRTimeline
EP Wealth Advisors, LLC7,419$766K0.01%+79413F-HRTimeline
Glenview Trust Co7,416$765K0.01%-97913F-HR/ATimeline
State of Wyoming7,406$764K0.1%+5,45013F-HRTimeline
Fire Capital Management LLC7,346$758K0.56%013F-HRTimeline
DIVERSIFIED TRUST CO7,285$752K0.02%+44913F-HRTimeline
Cooper Financial Group7,279$751K0.1%+66613F-HRTimeline
Kingsview Wealth Management, LLC7,227$746K0.01%-41113F-HRTimeline
AR ASSET MANAGEMENT INC7,200$743K0.17%013F-HRTimeline
ROMANO BROTHERS AND COMPANY7,159$739K0.1%-8813F-HRTimeline
Wedmont Private Capital7,606$738K0.04%+1,20613F-HRTimeline
Werlinich Asset Management, LLC7,155$738K0.47%013F-HRTimeline
Curbstone Financial Management Corp7,148$738K0.16%+40013F-HRTimeline
WEDBUSH SECURITIES INC7,146$737K0.03%+71913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC7,109$734K<0.01%-6,35913F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC7,057$728K0.03%+3,07513F-HRTimeline
MUFG SECURITIES AMERICAS INC.7,019$724K0.08%+1,12113F-HRTimeline
Integrated Wealth Concepts LLC6,997$722K0.01%+6313F-HRTimeline
Medallion Wealth Advisors, LLC6,945$722K0.33%+31313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,967$719K+212Timeline
Optas, LLC6,959$718K0.12%+1,07013F-HRTimeline
Dorsey & Whitney Trust CO LLC6,945$717K0.04%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC6,872$709K0.01%-3,43313F-HRTimelineGroup
Mesirow Financial Investment Management…6,831$705K0.01%+35113F-HRTimeline
Rehmann Capital Advisory Group6,824$704K0.04%+37513F-HRTimeline
NorthRock Partners, LLC6,732$695K0.02%+43313F-HRTimeline
Iron Gate Global Advisors LLC6,728$694K0.1%-2113F-HR/ATimeline
Waterford Advisors, LLC6,690$690K0.29%013F-HRTimeline
Williams Jones Wealth Management, LLC.6,689$690K0.01%-13713F-HRTimeline
ICW Investment Advisors LLC6,600$681K0.28%+7813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,581$679K0.02%+2,94213F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT6,555$676K0.04%-17413F-HRTimeline
Larson Financial Group LLC6,507$672K0.03%-25613F-HRTimeline
Ninety One North America, Inc.6,490$670K0.05%-1,03513F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,467$667K0.03%new13F-HRTimeline
Fullerton Fund Management Co Ltd.6,435$664K0.04%new13F-HRTimeline
SIGNATUREFD, LLC6,430$664K0.01%+72913F-HRTimeline
Westhampton Capital, LLC6,387$659K0.36%-20013F-HRTimeline
Soltis Investment Advisors LLC6,358$656K0.06%+28513F-HRTimeline
Penobscot Investment Management Company…6,346$655K0.06%+1,14813F-HRTimeline
IEQ CAPITAL, LLC6,247$645K0.01%+31413F-HRTimeline
ELCO Management Co., LLC6,229$643K0.36%-44613F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…6,259$639K0.01%+3,34913F-HRTimelineGroup
Arkadios Wealth Advisors6,181$638K0.02%+3,18513F-HRTimeline
Quotient Wealth Partners, LLC6,146$634K0.02%+30713F-HRTimeline
MEANS INVESTMENT CO., INC.6,141$634K0.07%-4913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,076$627K0.01%-19513F-HRTimelineGroup
CENTRAL TRUST Co6,071$627K0.02%-12213F-HRTimeline
MERIDIAN MANAGEMENT CO6,050$624K0.19%-10713F-HR/ATimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co6,048$624K0.03%-27013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.6,016$621K0.02%+1,00113F-HRTimeline
Lindbrook Capital, LLC6,008$620K0.06%+5013F-HRTimeline
Ausdal Financial Partners, Inc.5,932$612K0.05%+3,40613F-HRTimeline
T. Rowe Price Investment Management, In…5,922$612K<0.01%new13F-HRTimeline
Baldwin Investment Management, LLC5,917$611K0.07%-9013F-HRTimeline
Allred Capital Management, LLC5,911$610K0.24%013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…5,863$605K0.07%013F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.5,857$604K0.42%-6013F-HRTimeline
Belpointe Asset Management LLC5,807$599K0.03%new13F-HRTimeline
Fortis Capital Advisors, LLC5,807$599K0.12%new13F-HRTimeline
Ballentine Partners, LLC5,757$594K0.01%+21413F-HRTimeline
Amica Retiree Medical Trust5,752$594K0.91%-2,84213F-HRTimeline
HOLDERNESS INVESTMENTS CO5,751$594K0.14%+3213F-HRTimeline
GARRISON POINT ADVISORS, LLC5,745$593K0.29%013F-HRTimeline
Simmons Bankin group Simmons Bank5,698$588K0.04%-27613F-HRTimelineGroup
Qtron Investments LLC5,680$586K0.09%013F-HRTimeline