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Disclosery

OTIS OTIS WORLDWIDE CORP

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Stock (common), issuer CIK 1781335

1,245 managers (1,272 13F filers) reported a position in OTIS shares at 2025-06-30, 352,002,681 shares in all. 108 filers opened a position and 80 filers sold out during the quarter.

Managers
1,245
13F filers
1,272
New
108
Added
410
Reduced
463
Sold out
80
Shares held by filers
352,002,681

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Gulf International Bank (UK) Ltd20,262$2.01M0.07%-3,47513F-HRTimeline
BAILARD, INC.19,673$1.95M0.05%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,662$1.92M<0.01%+1,46013F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO19,370$1.92M0.07%+10,63313F-HRTimeline
Dodge & Cox19,320$1.91M<0.01%-2,39013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…19,229$1.9M0.02%013F-HRTimeline
Maryland State Retirement & Pension Sys…19,207$1.9M0.04%+54913F-HRTimeline
ROCKLAND TRUST CO19,160$1.9M0.09%-1,99313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK19,070$1.89M0.01%-15613F-HRTimelineGroup
PINNACLE ASSOCIATES LTD19,066$1.89M0.03%-8013F-HRTimeline
Sage Capital Management, LLC19,045$1.89M0.91%-33013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.19,015$1.88M0.13%-29513F-HRTimelineGroup
Plato Investment Management Ltd19,033$1.88M0.14%-3,71213F-HRTimeline
LOUISBOURG INVESTMENTS INC.21,541$1.86M0.44%-2,35013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD18,708$1.85M0.06%013F-HRTimeline
J.W. COLE ADVISORS, INC.18,688$1.85M0.04%+3,38613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …18,395$1.85M<0.01%-3313F-HRTimelineGroup
CHOREO, LLC18,379$1.82M0.03%-13213F-HRTimeline
Hartford Funds Management Co LLC18,090$1.79M0.15%+3,36913F-HR/ATimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…17,709$1.75M0.02%+3,37513F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC17,485$1.73M0.04%-65113F-HRTimeline
Sanctuary Advisors, LLC17,309$1.71M0.01%-2,38213F-HRTimeline
E. Ohman J:or Asset Management AB17,300$1.71M0.04%013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC16,780$1.66M0.11%013F-HRTimeline
Chicago Capital, LLC16,781$1.66M0.04%+2,92013F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS16,690$1.65M0.08%+66913F-HRTimeline
T. Rowe Price Investment Management, In…16,488$1.63M<0.01%+10,56613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC16,282$1.61M<0.01%+1,81713F-HRTimelineGroup
Nippon Life Global Investors Americas, …15,980$1.58M0.07%-65,47013F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC15,844$1.57M0.7%new13F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…15,744$1.56M<0.01%+11,01613F-HRTimeline
Tufton Capital Management15,261$1.51M0.29%-17513F-HRTimeline
PRIVATE TRUST CO NA15,226$1.51M0.14%-913F-HRTimeline
HB Wealth Management, LLC14,953$1.48M0.01%-5,36213F-HRTimeline
Trivant Custom Portfolio Group, LLC14,729$1.46M0.8%-29413F-HRTimeline
OMERS ADMINISTRATION Corp14,644$1.45M0.01%013F-HRTimeline
Systematic Alpha Investments, LLC14,610$1.45M0.05%013F-HRTimeline
Empirical Finance, LLC14,462$1.43M0.07%+8913F-HRTimeline
Metis Global Partners, LLC14,176$1.4M0.04%-1,88613F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC14,000$1.39M0.24%013F-HRTimeline
Triasima Portfolio Management inc.13,969$1.38M0.25%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,876$1.37M0.01%+10413F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC13,674$1.35M0.03%-4613F-HRTimeline
Argent Trust Co13,474$1.33M0.05%-3,20613F-HRTimeline
Perigon Wealth Management, LLC13,435$1.33M0.03%-4213F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …15,009$1.32M0.08%+1,63113F-HRTimelineGroup
Lafayette Investments, Inc.13,290$1.32M0.27%+40813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC13,269$1.31M0.01%-72513F-HRTimelineGroup
NJ State Employees Deferred Compensatio…13,001$1.29M0.15%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…12,998$1.29M0.01%+9,43613F-HRTimelineGroup
Pensionfund Sabicin group Pensionfund PDN13,000$1.29M0.36%-1,00013F-HRTimelineGroup
Goelzer Investment Management, Inc.12,995$1.29M0.07%013F-HRTimeline
TRUST CO OF VERMONT12,870$1.27M0.06%-17913F-HRTimeline
SYNOVUS FINANCIAL CORP12,750$1.26M0.02%-1,31313F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC12,609$1.25M0.61%+13813F-HRTimeline
BURLING WEALTH PARTNERS, LLC12,531$1.24M0.23%-56313F-HRTimeline
DAVENPORT & Co LLC12,497$1.24M0.01%-22513F-HRTimeline
Triangle Securities Wealth Management12,335$1.22M0.3%-88213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NorthCoast Asset Management LLC12,245$1.21M0.01%+1,36113F-HRTimeline
Dash Acquisitions Inc.13,690$1.21M0.26%+22013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.11,986$1.19M<0.01%+3113F-HRTimelineGroup
Atria Investments, Inc11,942$1.18M0.01%-1,98913F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.11,745$1.16M0.04%+1,46013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,697$1.16M0.02%+3,78313F-HRTimelineGroup
Carolina Wealth Advisors, LLC11,666$1.16M0.57%+2,82013F-HRTimeline
Bollard Group LLC11,643$1.15M0.03%+35613F-HRTimeline
OneDigital Investment Advisors LLC11,597$1.15M0.01%-69813F-HRTimeline
Guinness Atkinson Asset Management Inc11,587$1.15M0.6%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC11,475$1.14M0.07%-1713F-HRTimeline
WHITTIER TRUST CO11,471$1.14M0.01%-1,19713F-HRTimeline
Rossmore Private Capital11,372$1.13M0.13%+2113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,344$1.12M0.01%+1,47613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB11,253$1.11M0.02%+33513F-HRTimeline
Principle Wealth Partners LLC11,227$1.11M0.07%013F-HRTimeline
R Squared Ltd11,178$1.11M0.61%+6,33813F-HRTimeline
NEVILLE RODIE & SHAW INC11,158$1.1M0.08%013F-HRTimeline
Snowden Capital Advisors LLC10,975$1.09M0.03%+3113F-HRTimeline
Summit Trail Advisors, LLC10,847$1.07M0.02%-3,64213F-HRTimeline
Copeland Capital Management, LLC10,781$1.07M0.02%-37613F-HRTimeline
Advisors Asset Management, Inc.10,713$1.06M0.02%+2,45613F-HR/ATimeline
Clearstead Advisors, LLC10,669$1.06M0.01%+1,06813F-HRTimeline
Turtle Creek Wealth Advisors, LLC10,633$1.05M0.12%new13F-HRTimeline
Integrated Wealth Concepts LLC10,561$1.05M0.01%+3,56413F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC10,551$1.04M0.01%-20913F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,507$1.04M0.04%+3,45013F-HRTimeline
HighPoint Advisor Group LLC10,453$1.04M0.05%-41613F-HRTimeline
Atom Investors LP10,444$1.03M0.09%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC10,411$1.03M0.01%+313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,358$1.03M0.05%+4,83113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC10,229$1.01M0.01%+32013F-HRTimeline
NewEdge Advisors, LLC10,222$1.01M0.01%+1,19613F-HRTimeline
Ridgewood Investments LLC10,191$1.01M0.44%+4,52513F-HRTimeline
Florida Trust Wealth Management Co10,163$1.01M0.03%013F-HRTimeline
WOODSTOCK CORP10,019$992K0.09%-1,24613F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding9,978$988K-689Timeline
Cresset Asset Management, LLC9,965$987K<0.01%-1,63313F-HR/ATimeline
Empowered Funds, LLC9,896$980K0.01%+90813F-HRTimeline
Investment Management Corp of Ontario9,708$961K0.01%-1,60013F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS9,684$959K0.02%new13F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC9,801$958K0.02%+4,42413F-HRTimeline
EP Wealth Advisors, LLC9,619$952K0.01%+2,20013F-HRTimeline
Applied Finance Capital Management, LLC9,530$944K0.06%-46513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/9,524$943K0.1%-18013F-HRTimeline
Compass Wealth Management LLC9,515$942K0.22%-15013F-HRTimeline
STRS OHIO9,446$935K<0.01%new13F-HRTimeline
LBP AM SA9,248$916K0.01%-1,04213F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE9,226$914K0.26%013F-HRTimeline
BURNEY CO/9,217$913K0.03%-52813F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC9,113$902K0.24%-10013F-HRTimeline
Holowesko Partners Ltd.9,000$891K0.33%013F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…8,930$884K0.02%013F-HRTimelineGroup
GREENLEAF TRUST8,925$884K0.01%-2,90413F-HRTimeline
FineMark National Bank & Trust8,770$868K0.03%+1913F-HRTimeline
MUFG SECURITIES AMERICAS INC.8,747$866K0.07%+1,72813F-HRTimeline
AustralianSuper Pty Ltd8,718$863K<0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC8,647$856K0.01%-44813F-HRTimeline
OSSIAM8,646$856K0.01%-16613F-HRTimeline
Callan Family Office, LLC8,619$853K0.03%+5,21213F-HRTimeline
Headlands Technologies LLC8,606$852K0.1%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,598$851K<0.01%-85613F-HRTimelineGroup
NorthRock Partners, LLC8,574$849K0.02%+1,84213F-HR/ATimeline
IMA Advisory Services, Inc.8,570$849K0.09%-12713F-HRTimeline
Field & Main Bank8,562$848K0.28%-14013F-HRTimeline
Birch Hill Investment Advisors LLC8,537$845K0.04%-78813F-HRTimeline
Procyon Advisors, LLC8,467$838K0.08%-6113F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.8,422$834K0.04%new13F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.8,395$831K0.01%-1,05213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,299$822K0.01%-513F-HRTimelineGroup
Kingsview Wealth Management, LLC8,247$817K0.01%+1,02013F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding8,200$812K0Timeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC8,167$809K0.21%+5013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,116$804K0.03%-55813F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC8,100$802K<0.01%-5,452,73613F-HRTimeline
Parallel Advisors, LLC8,082$800K0.02%-1,18413F-HRTimeline
Ballentine Partners, LLC7,999$792K0.01%+2,24213F-HRTimeline
Horizon Investments, LLC7,986$791K0.01%+50013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC7,879$780K0.01%new13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC7,860$778K0.01%+2,44813F-HRTimeline
Vestcor Inc7,833$776K0.02%-5013F-HRTimeline
Marble Harbor Investment Counsel, LLC7,769$769K0.08%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST7,716$764K0.08%-1,05013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC7,720$764K0.02%-69513F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.7,714$764K0.02%new13F-HRTimeline
GAMMA Investing LLC7,690$761K0.05%-26313F-HRTimeline
PANAGORA ASSET MANAGEMENT INC7,647$757K<0.01%-1,00513F-HRTimeline
Sequoia Financial Advisors, LLC7,614$754K0.01%-2,32213F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC7,613$752K<0.01%+3,56813F-HRTimelineGroup
PRING TURNER CAPITAL GROUP INC7,575$750K0.48%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,567$749K0.02%-8213F-HR/ATimeline
Cinctive Capital Management LP7,544$747K0.04%+4,14413F-HRTimeline
SG Americas Securities, LLC7,537$746K<0.01%-17,01113F-HRTimeline
Curated Wealth Partners LLC7,514$744K0.09%013F-HRTimeline
Arkadios Wealth Advisors7,514$744K0.02%+1,33313F-HRTimeline
WEDBUSH SECURITIES INC7,456$738K0.03%+31013F-HRTimeline
MASTERINVEST Kapitalanlage GmbH7,414$734K0.08%13F-HR/ATimeline
LEE DANNER & BASS INC7,410$734K0.06%-57313F-HRTimeline
EASTERN BANK7,396$732K0.01%-10213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,366$729K0.01%+78513F-HRTimelineGroup
Fire Capital Management LLC7,346$727K0.46%013F-HRTimeline
DIVERSIFIED TRUST CO7,159$709K0.02%-12613F-HRTimeline
Cooper Financial Group7,157$709K0.08%-12213F-HRTimeline
Werlinich Asset Management, LLC7,155$708K0.39%013F-HRTimeline
Larson Financial Group LLC7,154$708K0.03%+64713F-HRTimeline
AR ASSET MANAGEMENT INC7,150$708K0.16%-5013F-HRTimeline
ROMANO BROTHERS AND COMPANY7,074$700K0.09%-8513F-HRTimeline
Glenview Trust Co7,024$696K0.01%-39213F-HRTimeline
Independent Advisor Alliance7,019$695K0.02%+2,06313F-HRTimeline
Medallion Wealth Advisors, LLC6,901$692K0.27%-4413F-HRTimeline
Rehmann Capital Advisory Group6,983$692K0.04%+15913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,980$691K0.01%-103,26613F-HRTimelineGroup
Wedmont Private Capital6,930$688K0.03%-67613F-HRTimeline
Mesirow Financial Investment Management…6,947$688K0.01%+11613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,943$687K-24Timeline
ICW Investment Advisors LLC6,839$677K0.27%+23913F-HRTimeline
EntryPoint Capital, LLC6,791$672K0.34%+4,55413F-HRTimeline
Waterford Advisors, LLC14,947$662K0.27%+8,25713F-HRTimeline
Williams Jones Wealth Management, LLC.6,688$662K0.01%-113F-HRTimeline
Dorsey & Whitney Trust CO LLC6,684$662K0.04%-26113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC6,675$661K0.03%new13F-HRTimelineGroup
AZZAD ASSET MANAGEMENT INC /ADV6,657$659K0.07%new13F-HRTimeline
COOKSON PEIRCE & CO INC6,500$644K0.03%new13F-HRTimeline
Curbstone Financial Management Corp6,448$638K0.13%-70013F-HRTimeline
Ellevest, Inc.6,412$635K0.1%-3,42113F-HRTimeline
State of Wyoming6,399$634K0.08%-1,00713F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co6,393$633K0.01%+1,39313F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT6,372$631K0.03%-18313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,347$629K0.01%+27113F-HRTimelineGroup
Hartford Financial Management Inc.6,334$627K0.17%-5,56813F-HRTimeline
&PARTNERS6,284$624K<0.01%+72313F-HRTimeline
Westhampton Capital, LLC6,225$616K0.32%-16213F-HRTimeline
CENTRAL TRUST Co6,169$611K0.01%+9813F-HRTimeline
DEARBORN PARTNERS LLC6,168$611K0.03%-11,42813F-HRTimeline
Soltis Investment Advisors LLC6,149$609K0.05%-20913F-HRTimeline
Clarendon Private LLC6,143$608K0.58%+1,29113F-HRTimeline
MEANS INVESTMENT CO., INC.6,141$608K0.06%013F-HRTimeline
Teza Capital Management LLC6,100$604K0.45%new13F-HRTimeline
SIGNATUREFD, LLC6,072$601K0.01%-35813F-HRTimeline
Quotient Wealth Partners, LLC6,041$598K0.02%-10513F-HRTimeline
ELCO Management Co., LLC6,027$597K0.31%-20213F-HRTimeline
Ausdal Financial Partners, Inc.5,949$589K0.04%+1713F-HRTimeline