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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
Ridgewood Investments LLC5,666$585K0.27%+54213F-HRTimeline
INGALLS & SNYDER LLC5,573$575K0.02%013F-HRTimeline
Prime Capital Investment Advisors, LLC5,552$573K0.01%+63213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,527$570K0.03%-13013F-HR/ATimelineGroup
&PARTNERS5,561$568K0.01%-87913F-HRTimeline
WENDELL DAVID ASSOCIATES INC5,494$567K0.06%013F-HRTimeline
Bull Street Advisors, LLC5,470$565K0.27%-16213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,412$558K0.01%-1,17413F-HRTimeline
Aaron Wealth Advisors LLC5,376$555K0.06%+1,79213F-HRTimeline
Milestone Asset Management Group, LLC5,353$552K0.5%+513F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA5,345$551K0.02%-45313F-HR/ATimelineGroup
Trexquant Investment LP5,335$551K0.01%new13F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC5,377$549K0.01%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,310$548K0.02%+1013F-HRTimelineGroup
LGT Group Foundationin group LGT Group Foundation5,306$548K0.01%013F-HRTimelineGroup
Catalyst Funds Management Pty Ltd5,280$545K0.14%new13F-HRTimeline
Quarry LP5,278$545K0.14%+2,05913F-HRTimeline
Gateway Wealth Partners, LLC5,240$541K0.12%013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…5,194$536K0.19%-4613F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…5,131$530K0.06%-7013F-HRTimelineGroup
Aptus Capital Advisors, LLC5,100$526K0.01%+12913F-HRTimeline
Checchi Capital Advisers, LLC5,083$525K0.04%+1813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,121$523K0.05%+2013F-HR/ATimeline
Valley Brook Capital Group, Inc.5,065$523K0.41%-5013F-HRTimeline
Moors & Cabot, Inc.4,999$516K0.03%+7513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,993$515K0.02%+36913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,977$514K-111Timeline
EVERETT HARRIS & CO /CA/4,967$513K0.01%013F-HRTimeline
First Western Trust Bank4,958$512K0.02%+813F-HRTimeline
Independent Advisor Alliance4,956$511K0.02%+79313F-HRTimeline
MONTAG A & ASSOCIATES INC4,949$511K0.03%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,914$507K0.03%-24613F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,910$507K0.01%+64013F-HRTimeline
Clarendon Private LLC4,852$501K0.53%+1,08013F-HRTimeline
R Squared Ltd4,840$499K0.53%+4,31013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Baker Avenue Asset Management, LP4,784$494K0.02%-11713F-HRTimeline
UMB Bank, n.a.4,776$493K0.01%-15313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Siemens Fonds Invest GmbH4,733$488K0.03%+29613F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…4,728$488K<0.01%new13F-HRTimeline
Laurion Capital Management LP4,718$487K0.04%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,710$486K0.01%-1513F-HRTimelineGroup
IHT Wealth Management, LLC4,691$484K0.02%-7513F-HRTimeline
CITY HOLDING CO4,667$482K0.07%-33413F-HRTimeline
Private Wealth Asset Management, LLC4,628$478K0.07%13F-HRTimeline
Core Wealth Partners LLC4,570$472K0.27%013F-HRTimeline
Radnor Capital Management, LLC4,552$470K0.08%013F-HRTimeline
Valeo Financial Advisors, LLC4,550$470K0.01%+6713F-HRTimeline
TCV Trust & Wealth Management, Inc.4,542$469K0.04%-10313F-HRTimeline
EXCALIBUR MANAGEMENT CORP4,525$467K0.18%013F-HRTimeline
Verdence Capital Advisors LLC4,524$467K0.04%-513F-HRTimeline
Sovereign Financial Group, Inc.4,505$465K0.11%-5713F-HRTimeline
Mutual Advisors, LLC5,002$465K0.01%+66313F-HRTimeline
PITCAIRN COin group PITCAIRN CO4,426$457K0.03%+613F-HRTimelineGroup
CX Institutional4,422$456K0.02%+57613F-HRTimeline
Graypoint LLC4,414$456K0.03%+14713F-HRTimeline
Texas Bank & Trust Co4,400$454K0.19%013F-HRTimeline
BECK MACK & OLIVER LLC4,397$454K0.01%-7513F-HRTimeline
FORTE CAPITAL LLC /ADV4,375$452K0.05%-3813F-HRTimeline
Waverly Advisors, LLC4,371$451K0.01%+1213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,350$449K0.02%-5513F-HRTimeline
1ST SOURCE BANK4,348$449K0.03%-6313F-HRTimeline
Pointe Capital Management LLC4,326$446K0.26%013F-HRTimeline
Centiva Capital, LP4,320$446K0.03%new13F-HRTimeline
Choate Investment Advisors4,312$445K0.01%-3,07913F-HRTimeline
Supplemental Annuity Collective Trust o…4,300$444K0.14%013F-HRTimeline
SIMON QUICK ADVISORS, LLC4,295$443K0.03%new13F-HRTimeline
Drexel Morgan & Co.4,288$443K0.09%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC4,213$435K0.09%013F-HRTimeline
Geneos Wealth Management Inc.4,211$435K0.01%+3,01113F-HRTimeline
Aull & Monroe Investment Management Corp4,170$430K0.21%-5513F-HRTimeline
Shakespeare Wealth Management, LLC4,160$429K0.11%+813F-HRTimeline
Mystic Asset Management, Inc.4,160$429K0.11%+3813F-HRTimeline
Sound View Wealth Advisors Group, LLC4,128$426K0.03%+513F-HRTimeline
Fiduciary Group, LLC4,086$422K0.04%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC4,045$417K<0.01%+1,57413F-HRTimelineGroup
Versant Capital Management, Inc4,038$417K0.07%+3,40613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,036$417K0.03%013F-HRTimelineGroup
Busey Bank4,027$416K0.01%-23713F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC4,024$415K0.42%+913F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW4,015$415K0.08%-10013F-HRTimelineGroup
PROFUND ADVISORS LLC4,019$415K0.02%-21813F-HRTimeline
Monterey Private Wealth, Inc.4,008$414K0.12%013F-HRTimeline
Knollwood Investment Advisory, LLC4,008$414K0.05%013F-HRTimeline
MATHER GROUP, LLC.3,969$410K<0.01%+55513F-HRTimeline
PHILADELPHIA TRUST CO3,964$409K0.04%-43513F-HRTimeline
Aprio Wealth Management, LLC3,936$406K0.05%+31613F-HRTimeline
ATWOOD & PALMER INC3,925$405K0.03%-5713F-HRTimeline
Rialto Wealth Management, LLC3,903$403K0.13%+1413F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,805$393K0.33%+2913F-HR/ATimeline
BSW Wealth Partners3,782$390K0.06%-41113F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,778$390K0.01%-11413F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3,775$390K0.03%-213F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC4,172$384K0.26%-1,24613F-HRTimeline
Resonant Capital Advisors, LLC3,701$382K0.03%+24613F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding3,698$382K-29,525Timeline
QSV Equity Investors LLC3,679$380K0.39%-2313F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC3,660$378K0.04%-1213F-HR/ATimelineGroup
CW Advisors, LLC3,615$373K<0.01%+1,07013F-HRTimeline
Grey Ledge Advisors, LLC3,611$373K0.1%+2313F-HRTimeline
FOSTER & MOTLEY INC3,586$370K0.02%-14813F-HRTimeline
Fortune Financial Advisors, LLC3,576$369K0.32%+213F-HRTimeline
Aberdeen Wealth Management LLC3,574$369K0.25%013F-HRTimeline
HEADINVEST, LLC3,564$368K0.07%-22313F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…3,562$368K0.01%new13F-HRTimelineGroup
Strategic Planning, Inc.3,559$367K0.21%13F-HRTimeline
Bell Investment Advisors, Inc3,552$367K0.07%+1113F-HRTimeline
PATTEN & PATTEN INC/TN3,525$364K0.02%-213F-HRTimeline
Northwest Bancshares, Inc.3,505$362K0.07%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,503$362K0.03%+3613F-HRTimeline
Americana Partners, LLC3,491$360K0.01%-4313F-HRTimeline
SYON CAPITAL LLC3,477$359K0.03%+98813F-HRTimeline
Addison Advisors LLC3,470$358K0.1%+513F-HRTimeline
BOSTON FAMILY OFFICE LLC3,462$357K0.03%new13F-HRTimeline
Farmers National Bank3,420$353K0.1%-913F-HRTimeline
AE Wealth Management LLC3,412$352K<0.01%+43413F-HRTimeline
Callan Family Office, LLC3,407$352K0.03%-16813F-HRTimeline
Fruth Investment Management3,403$351K0.1%013F-HRTimeline
Cinctive Capital Management LP3,400$351K0.03%new13F-HRTimeline
HBK Sorce Advisory LLC3,395$350K0.01%-42713F-HRTimeline
NTV Asset Management LLC3,360$347K0.05%013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,352$346K0.23%+1013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,348$345K0.01%-20,93213F-HRTimeline
TOWER BRIDGE ADVISORS3,346$345K0.04%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,339$345K0.01%+2213F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP3,328$343K0.03%-97813F-HRTimelineGroup
PFG Investments, LLC3,307$341K0.02%-3513F-HRTimeline
SVB WEALTH LLC3,297$340K0.01%-34713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,296$340K0.01%-3113F-HRTimeline
Crestwood Advisors Group, LLC3,262$337K0.01%+49013F-HRTimeline
Kenora Financial, LLC3,252$336K0.14%-73113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,249$335K0.01%013F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,244$335K0.03%+35213F-HRTimelineGroup
NorthCrest Asset Manangement, LLC3,215$332K0.01%-58313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,207$331K0.04%+3513F-HRTimelineGroup
COUNTRY CLUB BANK3,227$330K0.02%013F-HRTimeline
BRIGHTON JONES LLC3,160$326K0.01%+72013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC3,159$326K0.15%013F-HRTimeline
BOKF, NAin group BOKF, NA3,155$326K0.01%-54013F-HRTimelineGroup
First Affirmative Financial Network3,146$325K0.2%-35213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,486$324K0.03%-14813F-HRTimeline
Advisory Services Network, LLC3,126$323K0.01%+7913F-HRTimeline
MBB PUBLIC MARKETS I LLC3,113$321K0.04%new13F-HR/ATimeline
Livforsakringsbolaget Skandia, Omsesidi…3,112$321K0.02%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH3,101$320K0.1%-10713F-HRTimeline
J. L. Bainbridge & Co., Inc.3,083$318K0.03%+1113F-HRTimeline
Ramirez Asset Management, Inc.3,071$317K0.07%-5013F-HRTimeline
Bard Financial Services, Inc.3,050$315K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,050$315K0.02%+16913F-HRTimelineGroup
Compound Planning, Inc.3,041$314K0.01%new13F-HRTimeline
General Partner, Inc.3,029$313K0.2%013F-HRTimeline
Meridian Wealth Management, LLC3,028$313K0.02%+3413F-HRTimeline
CHEMUNG CANAL TRUST CO3,026$312K0.07%-11213F-HRTimeline
Heritage Wealth Management, Inc.3,017$311K0.11%013F-HRTimeline
Vancity Investment Management Ltd3,001$310K0.04%13F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP3,000$310K0.01%013F-HRTimeline
St. Louis Trust Co3,000$310K0.04%013F-HRTimeline
Bleichroeder LP3,000$310K0.08%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,000$309K0.14%-14513F-HRTimeline
Calydon Capital2,994$309K0.06%+18613F-HRTimeline
Premier Path Wealth Partners, LLC2,981$308K0.05%+40213F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC2,975$307K0.22%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,974$307K0.02%-21113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,966$306K0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,965$306K0.01%+75813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,955$305K0.01%+6213F-HRTimelineGroup
MCDONALD PARTNERS LLC2,952$305K0.08%-2513F-HRTimeline
CHICAGO TRUST Co NA2,948$304K0.05%-48013F-HRTimeline
Caldwell Trust Co2,944$304K0.03%-1,25513F-HRTimeline
DOVER ADVISORS, LLC2,937$303K0.13%-4413F-HRTimeline
Signature Wealth Management Partners, L…2,910$300K0.2%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,907$300K0.01%+6913F-HRTimeline
LCM Capital Management Inc2,904$300K0.18%-2413F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,902$299K0.06%013F-HRTimeline
Sierra Legacy Group2,900$299K0.27%013F-HRTimeline
Callan Capital, LLC2,895$299K0.02%+24613F-HRTimeline
Riverwater Partners LLC2,885$298K0.15%+9113F-HRTimeline
S.A. Mason LLC2,883$298K0.16%-913F-HRTimeline
Farther Finance Advisors, LLC2,845$296K0.01%+1,46613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,867$296K0.01%+17813F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…2,862$295K0.17%-3213F-HRTimelineGroup
WASHINGTON TRUST Co2,858$295K0.01%-67413F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,853$294K0.05%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,852$294K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,848$294K0.01%new13F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding2,847$294K+978Timeline
Cyndeo Wealth Partners, LLC2,838$293K0.02%013F-HRTimeline
Sowell Financial Services LLC2,824$291K0.01%new13F-HRTimeline
Fielder Capital Group LLC2,818$291K0.08%-7813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,092$290K0.02%+12513F-HRTimeline
FORBES J M & CO LLP2,804$289K0.03%013F-HRTimeline
RWA WEALTH PARTNERS, LLC2,803$289K<0.01%-3313F-HRTimeline
CTC Alternative Strategies, Ltd.2,800$289K0.35%new13F-HRTimeline
New England Capital Financial Advisors …2,785$287K0.15%-13813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,781$287K0.01%+32413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC2,769$286K0.01%-3913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,769$286K0.01%-14813F-HRTimelineGroup
Horan Securities, Inc.2,768$286K0.11%+213F-HRTimeline
KOM Wealth Management Group, LLC2,765$285K0.25%013F-HRTimeline
Douglas Lane & Associates, LLC2,754$284K<0.01%-7113F-HRTimeline
SENTINEL TRUST CO LBA2,754$284K0.03%+413F-HRTimeline