Skip to content

OTIS OTIS WORLDWIDE CORP

Follow

Stock (common), issuer CIK 1781335

1,196 managers (1,233 13F filers) reported a position in OTIS shares at 2026-06-30, 356,666,006 shares in all. 116 filers opened a position and 123 filers sold out during the quarter.

Managers
1,196
13F filers
1,233
New
116
Added
431
Reduced
457
Sold out
123
Shares held by filers
356,666,006

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
AlphaGrep UK Ltd7,457$534K0.16%-5,79313F-HRTimeline
Soltis Investment Advisors LLC7,422$531K0.03%+1,28013F-HRTimeline
Polymer Capital Management (US) LLC7,386$529K0.08%+1,38613F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…7,372$528K0.03%-30,34013F-HRTimelineGroup
Caisse de depot et placement du Quebec7,367$527K<0.01%new13F-HRTimeline
LEE DANNER & BASS INC7,351$526K0.03%+1613F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV7,347$526K0.05%-2,06913F-HRTimeline
Marble Harbor Investment Counsel, LLC7,257$520K0.05%+85013F-HRTimeline
AR ASSET MANAGEMENT INC7,150$512K0.09%013F-HRTimeline
Optas, LLC7,137$511K0.07%+1,33013F-HRTimeline
OneDigital Investment Advisors LLC7,120$510K<0.01%-1,21713F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.7,114$509K0.03%-61,19213F-HRTimelineGroup
NorthCrest Asset Manangement, LLC6,998$504K0.01%+3,77613F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA6,084$503K0.01%+40413F-HRTimelineGroup
Sterneck Capital Management, LLC7,005$502K0.21%+1,96713F-HRTimeline
EASTERN BANK6,952$498K0.01%013F-HRTimeline
CX Institutional6,886$493K0.01%+2,21313F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …6,877$492K0.04%+3,10813F-HRTimelineGroup
Schonfeld Strategic Advisors LLC6,852$491K<0.01%-15,28313F-HRTimeline
Fire Capital Management LLC6,846$490K0.2%-50013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd6,845$490K<0.01%+3,73113F-HRTimelineGroup
VIEWPOINT INVESTMENT PARTNERS CORP6,800$487K0.17%-1,20013F-HRTimeline
Caprock Group, LLC6,784$486K0.01%+18713F-HRTimeline
ROMANO BROTHERS AND COMPANY6,719$481K0.05%-9213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,706$480K<0.01%-1,40213F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…6,706$480K0.04%-33013F-HRTimeline
Advisory Services Network, LLC6,701$480K0.01%+1,59113F-HRTimeline
Waterford Advisors, LLC6,690$479K0.13%013F-HRTimeline
Iron Gate Global Advisors LLC6,630$475K0.05%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,584$471K0.02%+10913F-HRTimeline
AlphaCore Capital LLC6,575$471K0.01%+3,78313F-HRTimeline
Wellspring Financial Advisors, LLC6,548$469K0.03%-73313F-HRTimeline
Sava Infond d.o.o.6,500$465K0.03%013F-HRTimeline
TCW GROUP INCin group TCW GROUP INC6,452$462K<0.01%+2413F-HRTimelineGroup
Williams Jones Wealth Management, LLC.6,428$460K0.01%+26913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,417$459K0.01%-45713F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co6,393$458K0.01%013F-HRTimelineGroup
Meadowbrook Advisors Group, LLC6,325$453K0.24%new13F-HRTimeline
Bull Harbor Capital LLC6,313$452K0.09%new13F-HRTimeline
Ausdal Financial Partners, Inc.6,289$450K0.02%+613F-HRTimeline
West Family Investments, Inc.6,264$449K0.13%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC6,247$447K0.09%new13F-HRTimeline
Westhampton Capital, LLC6,218$445K0.18%013F-HRTimeline
Medallion Wealth Advisors, LLC6,214$445K0.14%-67213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,213$445K0.01%+2,08913F-HR/ATimeline
Financial Solutions Advisory Group, Inc.6,163$444K0.06%new13F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC6,078$443K0.01%+85213F-HRTimeline
WD RUTHERFORD LLC6,142$440K0.16%-15,82313F-HRTimeline
S-Bank Fund Management Ltd6,134$439K0.06%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,075$435K0.01%new13F-HRTimeline
MEANS INVESTMENT CO., INC.6,074$435K0.03%-6913F-HRTimeline
Allred Capital Management, LLC6,065$434K0.14%+10113F-HRTimeline
Curbstone Financial Management Corp6,062$434K0.07%-32613F-HRTimeline
FIL Ltdin group FIL Ltd6,015$431K<0.01%-2,24513F-HRTimelineGroup
UMB Bank, n.a.6,001$430K0.01%-413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MERIDIAN MANAGEMENT CO6,000$430K0.1%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,993$429K+159Timeline
CENTRAL TRUST Co5,985$429K0.01%-13313F-HRTimeline
Penobscot Investment Management Company…5,954$426K0.03%-21013F-HRTimeline
Glenview Trust Co5,923$424K0.01%-9313F-HR/ATimeline
AMERICAN NATIONAL BANK & TRUST5,909$423K0.04%-1,67313F-HRTimeline
DEARBORN PARTNERS LLC5,865$420K0.02%013F-HR/ATimeline
ELCO Management Co., LLC5,862$420K0.18%+44613F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC5,818$417K0.03%new13F-HRTimeline
Tema ETFs LLC5,801$415K0.01%+43513F-HRTimeline
Mutual Advisors, LLC5,788$414K0.01%-4913F-HRTimeline
Farther Finance Advisors, LLC5,780$414K<0.01%-1713F-HRTimeline
TWO SIGMA SECURITIES, LLC5,710$409K0.04%-22,37313F-HRTimeline
OpenArc Corporate Advisory, LLC5,699$408K<0.01%+1,55213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,669$406K0.01%-59213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,651$405K<0.01%new13F-HRTimelineGroup
Intellectus Partners, LLC5,631$403K0.07%+1313F-HRTimeline
Siemens Fonds Invest GmbH5,558$398K0.02%013F-HRTimeline
WADDELL & ASSOCIATES, LLC5,481$392K0.02%new13F-HRTimeline
Hartford Financial Management Inc.5,477$392K0.09%013F-HRTimeline
Bull Street Advisors, LLC5,470$392K0.18%013F-HRTimeline
Crestwood Advisors Group, LLC5,473$392K0.01%+1,76013F-HRTimeline
Americana Partners, LLC5,471$392K0.01%+2,04813F-HRTimeline
Sand Hill Global Advisors, LLC5,410$387K0.01%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,385$386K0.03%-46,62313F-HRTimeline
Milestone Asset Management Group, LLC5,385$386K0.19%+813F-HRTimeline
GAMMA Investing LLC5,382$385K0.01%-1,84413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,374$385K<0.01%-18613F-HRTimelineGroup
Simmons Bankin group Simmons Bank5,340$382K0.02%013F-HRTimelineGroup
OSSIAM5,339$382K0.01%-35,59013F-HRTimeline
Kathmere Capital Management, LLC5,301$380K0.02%+1,52613F-HRTimeline
Dodge & Cox5,210$373K<0.01%-80013F-HRTimeline
Rehmann Capital Advisory Group5,016$359K0.02%-4713F-HRTimeline
Baker Avenue Asset Management, LP4,997$358K0.01%new13F-HRTimeline
SIGNATUREFD, LLC4,984$357K<0.01%+88213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,971$356K0.01%+3213F-HRTimeline
Parcion Private Wealth LLC4,938$354K0.02%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,912$352K+1,426Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …4,907$351K<0.01%013F-HRTimelineGroup
Choate Investment Advisors4,905$351K0.01%-50713F-HRTimeline
EVERETT HARRIS & CO /CA/4,868$349K<0.01%+35013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…4,842$347K0.1%-5013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,801$344K0.01%+1,42513F-HRTimelineGroup
Capital Investment Counsel, Inc4,801$344K0.04%new13F-HRTimeline
Triangle Securities Wealth Management4,786$343K0.07%-5,90613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INGALLS & SNYDER LLC4,771$342K0.01%-38013F-HRTimeline
Versant Capital Management, Inc4,752$340K0.03%+3,04013F-HRTimeline
MONTAG A & ASSOCIATES INC4,749$340K0.01%013F-HRTimeline
Mesirow Financial Investment Management…4,746$340K0.01%-4,69813F-HRTimeline
Wedmont Private Capital4,647$340K0.01%-93313F-HRTimeline
RiverFront Investment Group, LLC4,736$339K<0.01%new13F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding4,734$339K-1,721Timeline
V-Square Quantitative Management LLC4,673$335K0.03%+77913F-HRTimeline
Fortune Financial Advisors, LLC4,672$335K0.14%+39213F-HRTimeline
Core Wealth Partners LLC4,670$334K0.14%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,653$333K0.01%-9,93813F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC4,598$329K0.01%-44313F-HRTimeline
Quarry LP4,595$329K0.05%+3213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,594$329K<0.01%-1,08713F-HRTimelineGroup
BECK MACK & OLIVER LLC4,582$328K0.01%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC4,524$324K<0.01%+62713F-HRTimelineGroup
Independent Advisor Alliance4,517$323K0.01%-47713F-HRTimeline
Field & Main Bank4,516$323K0.07%-2,89013F-HR/ATimeline
EVOLVE PRIVATE WEALTH, LLC4,510$323K0.02%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.4,484$321K<0.01%+46213F-HRTimeline
Employees Retirement System of Texas4,478$321K<0.01%-6,94313F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC4,475$320K0.01%-72013F-HRTimelineGroup
PRIVATE TRUST CO NA4,464$320K0.03%-10,38713F-HRTimeline
Cypress Wealth Services, LLC4,440$318K0.04%new13F-HRTimeline
WASHINGTON TRUST Co4,431$317K0.01%+10813F-HRTimeline
VestGen Advisors, LLC4,426$317K0.01%+1,22113F-HRTimeline
BURLING WEALTH PARTNERS, LLC4,425$317K0.05%-28213F-HRTimeline
Lester Murray Antman dba SimplyRich4,426$316K0.07%new13F-HRTimeline
MQS Management LLC4,404$315K0.39%-66213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,403$315K+45Timeline
Brookstone Capital Managementin group Brookstone Capital Management4,399$315K<0.01%new13F-HRTimelineGroup
EXCALIBUR MANAGEMENT CORP4,399$315K0.1%+113F-HRTimeline
GARRISON POINT ADVISORS, LLC4,385$314K0.13%-49013F-HRTimeline
Apella Capital, LLC4,274$314K<0.01%+11713F-HRTimeline
KINTRA WEALTH, LLC4,286$313K0.02%new13F-HRTimeline
Valeo Financial Advisors, LLC4,357$312K0.01%+95913F-HRTimeline
Private Wealth Asset Management, LLC4,355$312K0.03%-17213F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,339$311K<0.01%-39,32513F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.4,333$310K<0.01%+35613F-HRTimelineGroup
Moors & Cabot, Inc.4,328$310K0.01%-11313F-HRTimeline
Drexel Morgan & Co.4,288$307K0.04%013F-HRTimeline
Texas Bank & Trust Co4,259$305K0.1%+10913F-HRTimeline
Kingsview Wealth Management, LLC4,205$301K<0.01%-73413F-HRTimeline
Warner Group LLC4,192$300K0.07%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,154$297K<0.01%+1713F-HRTimeline
Shakespeare Wealth Management, LLC4,142$297K0.08%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,139$296K0.02%+49713F-HRTimeline
Prime Capital Investment Advisors, LLC4,111$294K<0.01%-8513F-HRTimeline
Oslo Pensjonsforsikring AS4,105$294K0.03%+1,41913F-HRTimeline
Pointe Capital Management LLC4,102$294K0.13%-10013F-HRTimeline
Aegis Wealth Management LLC4,069$291K0.14%new13F-HRTimeline
Wealthspire Advisors, LLC4,065$291K<0.01%new13F-HRTimeline
WENDELL DAVID ASSOCIATES INC4,027$288K0.03%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC4,022$288K0.04%-26,88213F-HRTimeline
Knollwood Investment Advisory, LLC4,008$287K0.03%013F-HRTimeline
Van Hulzen Asset Management, LLC4,000$286K0.02%new13F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding4,000$286K-4,300Timeline
REXFORD CAPITAL INC3,950$283K0.17%+9513F-HRTimeline
PATTEN & PATTEN INC/TN3,915$280K0.01%013F-HRTimeline
HANCOCK WHITNEY CORP3,900$279K<0.01%-3813F-HRTimeline
Rialto Wealth Management, LLC3,898$279K0.06%-813F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,866$277K0.01%013F-HRTimeline
1ST SOURCE BANK3,833$274K0.01%-8713F-HRTimeline
First Western Trust Bank3,826$274K0.01%013F-HRTimeline
ATWOOD & PALMER INC3,825$274K0.01%013F-HRTimeline
HBK Sorce Advisory LLC3,735$273K0.01%-36513F-HRTimeline
PHILADELPHIA TRUST CO3,818$273K0.02%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,801$272K0.04%new13F-HRTimeline
Hunter Perkins Capital Management, LLC3,801$272K0.06%-18113F-HRTimeline
PFG Investments, LLC3,793$272K0.01%+57813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,788$271K0.01%013F-HRTimelineGroup
PROFUND ADVISORS LLC3,717$266K0.01%+6313F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,710$266K0.07%-1,71013F-HRTimeline
GeoWealth Management, LLC3,700$265K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,688$264K0.01%+1,07013F-HRTimelineGroup
MIRABELLA FINANCIAL SERVICES LLP3,648$261K0.03%new13F-HRTimeline
Sovereign Financial Group, Inc.3,646$261K0.04%-13613F-HRTimeline
Busey Bank3,632$260K0.01%-313F-HRTimeline
SYON CAPITAL LLC3,628$260K0.01%new13F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW3,612$259K0.03%013F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,614$259K<0.01%+75013F-HRTimeline
Checchi Capital Advisers, LLC3,612$259K0.02%-87713F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…3,596$257K0.02%+3013F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.3,560$255K0.02%-15313F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd3,544$254K<0.01%13F-HRTimelineGroup
Arlington Partners LLCin group Arlington Trust Co LLC3,539$253K0.46%+48713F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.3,426$253K0.01%new13F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC3,523$252K0.01%+19913F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.3,500$251K<0.01%013F-HRTimelineGroup
Resonant Capital Advisors, LLC3,487$250K0.01%+22513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,463$248K0.01%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC3,450$247K0.03%+57113F-HRTimeline
Ellevest, Inc.3,348$246K0.03%+9613F-HRTimeline
HOLDERNESS INVESTMENTS CO3,418$245K0.04%-7713F-HRTimeline
Great Diamond Partners, LLC3,394$243K0.04%013F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC3,392$243K0.02%013F-HRTimelineGroup
Farmers National Bank3,375$242K0.05%013F-HRTimeline
Orographic Financial Advisors, LLC3,259$241K0.16%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,351$240K0.01%+28913F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…3,347$240K0.01%+54713F-HRTimeline