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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
SIGNATUREFD, LLC5,701$528K0.01%+71813F-HRTimeline
Qtron Investments LLC5,680$526K0.07%+1,20213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,657$524K0.03%new13F-HR/ATimelineGroup
STEVENS CAPITAL MANAGEMENT LP5,633$522K0.21%new13F-HRTimeline
Bull Street Advisors, LLC5,632$522K0.25%013F-HRTimeline
INGALLS & SNYDER LLC5,573$516K0.02%-513F-HRTimeline
Ballentine Partners, LLC5,543$513K0.01%+29213F-HRTimeline
WENDELL DAVID ASSOCIATES INC5,494$509K0.05%-2513F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC5,418$502K0.24%-88213F-HRTimeline
Milestone Asset Management Group, LLC5,348$495K0.44%13F-HRTimeline
LGT Group Foundationin group LGT Group Foundation5,306$491K0.01%-21013F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,300$491K0.02%013F-HRTimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…5,240$485K0.17%-6313F-HRTimeline
Gateway Wealth Partners, LLC5,240$485K0.13%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…5,205$482K0.02%-23413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…5,201$482K0.05%-34913F-HRTimelineGroup
Penobscot Investment Management Company…5,198$481K0.04%-90513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,160$478K0.03%+1,56413F-HRTimelineGroup
Ridgewood Investments LLC5,124$475K0.23%+1,55813F-HRTimeline
Valley Brook Capital Group, Inc.5,115$474K0.35%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,101$472K0.04%-78013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,088$471K-93Timeline
Checchi Capital Advisers, LLC5,065$469K0.04%+3113F-HRTimeline
B. Riley Wealth Advisors, Inc.5,015$464K0.02%-1,65213F-HRTimeline
CITY HOLDING CO5,001$463K0.07%+35713F-HRTimeline
Aptus Capital Advisors, LLC4,971$460K0.01%+32613F-HRTimeline
EVERETT HARRIS & CO /CA/4,967$460K0.01%013F-HRTimeline
First Western Trust Bank4,950$458K0.02%+1,18013F-HRTimeline
MONTAG A & ASSOCIATES INC4,949$458K0.02%-66713F-HRTimeline
GWN SECURITIES INC.4,726$457K0.12%13F-HRTimeline
UMB Bank, n.a.4,929$456K0.01%+13713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Moors & Cabot, Inc.4,924$456K0.02%-6913F-HRTimeline
Prime Capital Investment Advisors, LLC4,920$456K0.01%+6113F-HRTimeline
Baker Avenue Asset Management, LP4,901$454K0.01%+1713F-HRTimeline
IHT Wealth Management, LLC4,766$441K0.01%-69813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,725$438K0.01%-22513F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.4,645$430K0.04%-5113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,624$428K0.01%-1,00913F-HRTimeline
Twin Tree Management, LP4,593$425K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.4,591$425K<0.01%013F-HRTimeline
Core Wealth Partners LLC4,570$423K0.24%013F-HRTimeline
Sovereign Financial Group, Inc.4,562$423K0.1%-6713F-HRTimeline
Radnor Capital Management, LLC4,552$422K0.07%-22413F-HRTimeline
Verdence Capital Advisors LLC4,529$419K0.03%-22413F-HRTimeline
EXCALIBUR MANAGEMENT CORP4,525$419K0.17%-1113F-HRTimeline
Geller Advisors LLC4,499$417K0.03%-14113F-HRTimeline
Valeo Financial Advisors, LLC4,483$415K0.01%-23313F-HRTimeline
BECK MACK & OLIVER LLC4,472$414K0.01%013F-HRTimeline
Siemens Fonds Invest GmbH4,437$411K0.03%-12913F-HR/ATimeline
PITCAIRN COin group PITCAIRN CO4,420$409K0.02%013F-HRTimelineGroup
FORTE CAPITAL LLC /ADV4,413$409K0.05%013F-HRTimeline
1ST SOURCE BANK4,411$409K0.02%-1813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,405$408K0.02%-5913F-HRTimeline
Texas Bank & Trust Co4,400$407K0.17%13F-HRTimeline
PHILADELPHIA TRUST CO4,399$407K0.03%-22513F-HRTimeline
Mutual Advisors, LLC4,339$404K0.01%-12813F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP4,362$404K<0.01%-30,43913F-HRTimelineGroup
Waverly Advisors, LLC4,359$404K0.01%new13F-HRTimeline
Pointe Capital Management LLC4,326$401K0.23%013F-HR/ATimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP4,306$399K0.03%013F-HRTimelineGroup
Supplemental Annuity Collective Trust o…4,300$398K0.12%013F-HRTimeline
Drexel Morgan & Co.4,288$397K0.08%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,270$395K0.01%-81713F-HRTimeline
Graypoint LLC4,267$395K0.02%+15213F-HRTimeline
Busey Bank4,264$395K0.01%-68713F-HRTimeline
PROFUND ADVISORS LLC4,237$392K0.01%-68013F-HRTimeline
Aull & Monroe Investment Management Corp4,225$391K0.2%-50013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC4,213$390K0.08%013F-HRTimeline
Caldwell Trust Co4,199$389K0.04%-13813F-HRTimeline
BSW Wealth Partners4,193$388K0.06%+20613F-HRTimeline
First Horizon Advisors, Inc.4,183$387K0.01%+1913F-HRTimeline
Independent Advisor Alliance4,163$386K0.01%+2,17613F-HRTimeline
Shakespeare Wealth Management, LLC4,152$385K0.1%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,762$384K<0.01%-59413F-HRTimeline
Sound View Wealth Advisors Group, LLC4,123$382K0.03%+18513F-HRTimeline
Mystic Asset Management, Inc.4,122$382K0.1%new13F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW4,115$381K0.07%-4713F-HRTimelineGroup
Fiduciary Group, LLC4,086$378K0.04%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,036$374K0.02%-50813F-HRTimelineGroup
KRAEMATON INVESTMENT ADVISORS, INC4,015$372K0.37%+913F-HRTimeline
Monterey Private Wealth, Inc.4,008$371K0.12%-16713F-HRTimeline
Knollwood Investment Advisory, LLC4,008$371K0.04%013F-HRTimeline
Kenora Financial, LLC3,983$369K0.15%013F-HRTimeline
ATWOOD & PALMER INC3,982$369K0.03%+713F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,982$369K0.03%+1013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,892$360K0.01%-16513F-HRTimelineGroup
Rialto Wealth Management, LLC3,889$360K0.12%13F-HRTimeline
CX Institutional3,846$356K0.01%+9713F-HRTimeline
HBK Sorce Advisory LLC3,822$354K0.01%+1813F-HRTimeline
Waldron Private Wealth LLC3,823$354K0.01%-78913F-HRTimeline
NorthCrest Asset Manangement, LLC3,798$352K0.01%-1,31213F-HR/ATimeline
HEADINVEST, LLC3,787$351K0.07%-10113F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,777$350K0.02%+4413F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,776$350K0.3%013F-HRTimeline
Frank, Rimerman Advisors LLC3,773$349K0.03%new13F-HRTimeline
Clarendon Private LLC3,772$349K0.37%13F-HRTimeline
FOSTER & MOTLEY INC3,734$346K0.02%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,634$344K0.03%+7513F-HRTimeline
QSV Equity Investors LLC3,702$343K0.33%+713F-HRTimeline
Global Retirement Partners, LLC3,680$341K0.01%-313F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC3,672$340K0.03%-17113F-HRTimelineGroup
SVB WEALTH LLC3,644$337K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,639$337K0.01%-5813F-HRTimelineGroup
BOKF, NAin group BOKF, NA3,695$335K0.01%+1013F-HRTimelineGroup
Aprio Wealth Management, LLC3,620$335K0.05%+89613F-HRTimeline
Grey Ledge Advisors, LLC3,588$332K0.09%+1313F-HRTimeline
Aaron Wealth Advisors LLC3,584$332K0.04%new13F-HRTimeline
Callan Family Office, LLC3,575$331K0.02%new13F-HRTimeline
Fortune Financial Advisors, LLC3,574$331K0.3%+513F-HRTimeline
Aberdeen Wealth Management LLC3,574$331K0.23%-5013F-HRTimeline
Bell Investment Advisors, Inc3,541$328K0.06%-5113F-HRTimeline
Americana Partners, LLC3,534$327K0.01%013F-HRTimeline
WASHINGTON TRUST Co3,532$327K0.01%+313F-HRTimeline
PATTEN & PATTEN INC/TN3,527$327K0.02%-1013F-HRTimeline
Essential Planning, LLC.3,250$326K<0.01%new13F-HRTimeline
Northwest Bancshares, Inc.3,505$325K0.06%013F-HRTimeline
First Affirmative Financial Network3,498$324K0.19%+7313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,467$321K0.03%013F-HRTimeline
Addison Advisors LLC3,465$321K0.09%-113F-HRTimeline
Resonant Capital Advisors, LLC3,455$320K0.02%+10513F-HRTimeline
Farmers National Bank3,429$318K0.09%13F-HRTimeline
CHICAGO TRUST Co NA3,428$317K0.06%+75013F-HRTimeline
MATHER GROUP, LLC.3,414$316K<0.01%+4013F-HRTimeline
Fruth Investment Management3,403$315K0.09%013F-HRTimeline
Values First Advisors, Inc.3,381$313K0.17%+1,72713F-HRTimeline
NTV Asset Management LLC3,360$311K0.04%-5013F-HRTimeline
TOWER BRIDGE ADVISORS3,346$310K0.03%-11213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,342$310K0.21%+213F-HRTimeline
PFG Investments, LLC3,342$309K0.02%+13113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,327$308K0.01%-5713F-HRTimeline
NewEdge Wealth, LLC3,320$307K0.01%+13813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,317$307K0.01%+1213F-HRTimeline
Intrua Financial, LLC3,304$306K0.05%-24513F-HRTimeline
OLD NATIONAL BANCORP /IN/3,301$306K0.01%-26713F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,249$301K0.01%013F-HRTimelineGroup
COUNTRY CLUB BANK3,227$299K0.02%013F-HRTimeline
Quarry LP3,219$298K0.06%+3,17913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,208$297K0.01%-17313F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH3,208$297K0.08%-2013F-HRTimeline
TRUST POINT INC.3,192$296K0.02%-113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,185$295K0.02%-18213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,172$294K0.03%+10013F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC3,159$293K0.13%013F-HRTimeline
OXFORD ASSET MANAGEMENT LLP3,157$292K0.13%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HAZLETT, BURT & WATSON, INC.3,145$291K0.13%+913F-HRTimeline
CHEMUNG CANAL TRUST CO3,138$291K0.06%-913F-HRTimeline
Atria Wealth Solutions, Inc.3,122$289K<0.01%-1,92413F-HRTimeline
Ramirez Asset Management, Inc.3,121$289K0.06%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…3,112$288K0.02%013F-HRTimeline
J. L. Bainbridge & Co., Inc.3,072$284K0.03%+1213F-HRTimeline
Bard Financial Services, Inc.3,050$282K0.03%013F-HRTimeline
Advisory Services Network, LLC3,047$282K0.01%+6513F-HRTimeline
General Partner, Inc.3,029$281K0.17%013F-HRTimeline
Heritage Wealth Management, Inc.3,017$279K0.09%-10013F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP3,000$278K0.01%013F-HRTimeline
St. Louis Trust Co3,000$278K0.04%013F-HRTimeline
Bleichroeder LP3,000$278K0.07%013F-HRTimeline
Arkadios Wealth Advisors2,996$277K0.02%+49913F-HRTimeline
Meridian Wealth Management, LLC2,994$277K0.01%-9713F-HRTimeline
Qsemble Capital Management, LP2,984$276K0.04%new13F-HRTimeline
DOVER ADVISORS, LLC2,981$276K0.16%-16713F-HRTimeline
AE Wealth Management LLC2,978$276K<0.01%+1,00413F-HRTimeline
MCDONALD PARTNERS LLC2,977$276K0.07%-17413F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC2,975$276K0.21%-7513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,967$275K0.02%+23113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,955$274K0.01%-22513F-HRTimeline
Telos Capital Management, Inc.2,932$271K0.03%-9013F-HRTimeline
LCM Capital Management Inc2,928$271K0.15%013F-HRTimeline
New England Capital Financial Advisors …2,923$271K0.13%-3013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,917$270K0.01%+70713F-HRTimelineGroup
Signature Wealth Management Partners, L…2,910$269K0.19%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…2,910$269K<0.01%13F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC2,902$269K0.06%-20713F-HRTimeline
Sierra Legacy Group2,900$269K0.25%13F-HRTimeline
Fielder Capital Group LLC2,896$268K0.08%+3913F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…2,894$268K0.15%013F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP2,893$268K<0.01%+31113F-HR/ATimelineGroup
S.A. Mason LLC2,892$268K0.14%-9913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,892$268K0.02%-513F-HRTimelineGroup
Vise Technologies, Inc.2,884$267K0.02%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.2,888$267K0.02%-4213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,881$267K0.01%+4713F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,873$266K0.01%013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…2,886$266K<0.01%+94813F-HRTimelineGroup
Bragg Financial Advisors, Inc2,867$266K0.01%-30013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,860$265K0.01%+12613F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC2,853$264K0.05%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,852$264K0.01%+38313F-HRTimeline
Cyndeo Wealth Partners, LLC2,838$263K0.02%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,838$263K0.01%-1313F-HRTimeline
RWA WEALTH PARTNERS, LLC2,836$263K<0.01%+1813F-HRTimeline
Douglas Lane & Associates, LLC2,825$262K<0.01%-4013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,809$260K0.02%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC2,808$260K0.01%+2813F-HRTimelineGroup
Calydon Capital2,808$260K0.05%-58913F-HRTimeline
FORBES J M & CO LLP2,804$260K0.02%-5213F-HRTimeline
Riverwater Partners LLC2,794$259K0.13%-9813F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC2,790$258K0.02%013F-HRTimeline
SeaCrest Wealth Management, LLC2,780$257K0.03%+77813F-HRTimeline
Montecito Bank & Trust2,777$257K0.04%013F-HRTimeline