Skip to content
Disclosery

OTIS OTIS WORLDWIDE CORP

Follow

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
Penobscot Investment Management Company…5,924$587K0.05%-42213F-HRTimeline
Optas, LLC5,912$585K0.11%-1,04713F-HRTimeline
Allred Capital Management, LLC5,911$585K0.22%013F-HRTimeline
Bridgefront Capital, LLC5,905$585K0.15%new13F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…6,027$582K0.01%-23213F-HRTimelineGroup
Mutual Advisors, LLC6,444$579K0.01%+1,44213F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.5,832$577K0.39%-2513F-HRTimeline
INGALLS & SNYDER LLC5,804$575K0.02%+23113F-HRTimeline
Amica Retiree Medical Trust5,752$570K0.82%013F-HRTimeline
Entropy Technologies, LP5,754$570K0.05%new13F-HRTimeline
Simmons Bankin group Simmons Bank5,680$562K0.04%-1813F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI5,593$554K0.03%-6,66413F-HRTimeline
GARRISON POINT ADVISORS, LLC5,575$552K0.25%-17013F-HRTimeline
Siemens Fonds Invest GmbH5,566$551K0.03%+83313F-HRTimeline
Inscription Capital, LLC5,548$549K0.08%new13F-HRTimeline
Waverly Advisors, LLC5,515$546K0.01%+1,14413F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…5,514$546K0.18%+32013F-HRTimeline
Caption Management, LLC5,500$545K0.05%new13F-HRTimeline
Ninety One North America, Inc.5,494$544K0.03%-99613F-HRTimeline
Bull Street Advisors, LLC5,470$542K0.26%013F-HRTimeline
WENDELL DAVID ASSOCIATES INC5,444$539K0.05%-5013F-HRTimeline
Milestone Asset Management Group, LLC5,358$531K0.39%+513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,326$527K0.02%+1613F-HRTimelineGroup
Moors & Cabot, Inc.5,316$526K0.02%+31713F-HRTimeline
Calydon Capital5,316$526K0.05%+2,32213F-HRTimeline
LGT Group Foundationin group LGT Group Foundation5,306$525K0.01%013F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…5,302$525K0.02%13F-HRTimeline
BRIGHTON JONES LLC5,293$524K0.01%+2,13313F-HRTimeline
Prime Capital Investment Advisors, LLC5,292$524K0.01%-26013F-HRTimeline
Aptus Capital Advisors, LLC5,255$520K0.01%+15513F-HRTimeline
CW Advisors, LLC5,248$520K0.01%+1,63313F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…5,244$519K0.06%-61913F-HRTimeline
Gateway Wealth Partners, LLC5,241$519K0.1%+113F-HRTimeline
MERIDIAN MANAGEMENT CO6,007$515K0.14%-4313F-HRTimeline
Curi Capital, LLC5,195$514K0.01%new13F-HRTimeline
Vise Technologies, Inc.5,188$514K0.02%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,144$509K0.04%+2313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,132$508K0.02%+2,56613F-HRTimeline
Aster Capital Management (DIFC) Ltd5,113$506K0.11%new13F-HRTimeline
Valley Brook Capital Group, Inc.5,065$502K0.38%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA5,003$498K0.01%-34213F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC4,986$494K0.01%-713F-HRTimeline
Oak Thistle LLC4,979$493K0.07%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,967$492K-10Timeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC4,963$491K<0.01%-1,90913F-HRTimelineGroup
First Western Trust Bank4,958$491K0.02%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…4,949$490K0.04%-18213F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO4,944$490K0.11%-80713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,891$484K0.01%-2,72313F-HRTimeline
Perbak Capital Partners LLP4,863$482K0.11%+2,68613F-HRTimeline
V-Square Quantitative Management LLC4,846$480K0.06%-3,87213F-HRTimeline
CONNABLE OFFICE INC4,842$479K0.05%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,845$479K0.02%-2,81213F-HRTimelineGroup
CAXTON ASSOCIATES LLP4,774$473K0.01%-9,94213F-HRTimeline
MONTAG A & ASSOCIATES INC4,749$470K0.02%-20013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,735$469K0.01%+2513F-HRTimelineGroup
TD Waterhouse Canada Inc.4,656$468K<0.01%-3,21913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,692$465K0.03%-22213F-HRTimelineGroup
Graypoint LLC4,686$464K0.03%+27213F-HRTimeline
DRW Securities, LLC4,668$462K0.03%new13F-HRTimeline
CITY HOLDING CO4,605$456K0.06%-6213F-HRTimeline
Checchi Capital Advisers, LLC4,600$456K0.03%-48313F-HRTimeline
Valeo Financial Advisors, LLC4,583$454K0.01%+3313F-HR/ATimeline
Core Wealth Partners LLC4,570$453K0.23%013F-HRTimeline
Radnor Capital Management, LLC4,552$451K0.07%013F-HRTimeline
GSA CAPITAL PARTNERS LLP4,544$450K0.03%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,535$449K+757Timeline
Private Wealth Asset Management, LLC4,531$449K0.06%-9713F-HRTimeline
1ST SOURCE BANK4,526$448K0.02%+17813F-HRTimeline
EVERETT HARRIS & CO /CA/4,518$447K0.01%-44913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,517$447K0.02%+1,46713F-HRTimelineGroup
Baker Avenue Asset Management, LP4,463$442K0.01%-32113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,452$441K0.02%+10213F-HRTimeline
EXCALIBUR MANAGEMENT CORP4,435$439K0.16%-9013F-HRTimeline
PROFUND ADVISORS LLC4,432$439K0.02%+41313F-HRTimeline
Texas Bank & Trust Co4,400$436K0.17%013F-HRTimeline
Aaron Wealth Advisors LLC4,392$435K0.04%-98413F-HRTimeline
FORTE CAPITAL LLC /ADV4,375$433K0.05%013F-HRTimeline
Pointe Capital Management LLC4,326$428K0.22%013F-HRTimeline
Sound View Wealth Advisors Group, LLC4,325$428K0.03%+19713F-HRTimeline
CX Institutional4,323$428K0.01%-9913F-HR/ATimeline
Supplemental Annuity Collective Trust o…4,300$426K0.12%013F-HRTimeline
Drexel Morgan & Co.4,288$425K0.08%013F-HRTimeline
Verdence Capital Advisors LLC4,274$423K0.03%-25013F-HRTimeline
BECK MACK & OLIVER LLC4,232$419K0.01%-16513F-HRTimeline
Sovereign Financial Group, Inc.4,208$417K0.09%-29713F-HRTimeline
HANCOCK WHITNEY CORP4,205$416K0.01%+2,03913F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC4,172$416K0.23%013F-HRTimeline
United Advisor Group, LLC4,191$415K0.07%new13F-HRTimeline
Frank, Rimerman Advisors LLC4,185$414K0.03%+1,69913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,168$413K0.01%-74213F-HRTimeline
Shakespeare Wealth Management, LLC4,160$412K0.11%013F-HRTimeline
Choate Investment Advisors4,106$407K0.01%-20613F-HRTimeline
DF DENT & CO INC4,093$405K0.01%-6,59713F-HRTimeline
SYON CAPITAL LLC4,047$401K0.03%+57013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC4,034$399K0.38%+1013F-HRTimeline
Versant Capital Management, Inc4,025$399K0.06%-1313F-HRTimeline
Resonant Capital Advisors, LLC4,019$398K0.03%+31813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,011$397K0.03%-2513F-HRTimelineGroup
Mystic Asset Management, Inc.4,010$397K0.1%-15013F-HRTimeline
Knollwood Investment Advisory, LLC4,008$397K0.04%013F-HRTimeline
TCV Trust & Wealth Management, Inc.3,990$395K0.03%-55213F-HRTimeline
CenterBook Partners LP3,975$394K0.02%new13F-HRTimeline
UMB Bank, n.a.3,970$393K0.01%-80613F-HR/ATimeline
Caldwell Trust Co3,933$389K0.04%+98913F-HRTimeline
PHILADELPHIA TRUST CO3,929$389K0.03%-3513F-HRTimeline
ATWOOD & PALMER INC3,925$389K0.02%013F-HRTimeline
ALGERT GLOBAL LLC3,920$388K0.01%new13F-HR/ATimeline
Rialto Wealth Management, LLC3,917$388K0.11%+1413F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW3,911$387K0.07%-10413F-HRTimelineGroup
Fiduciary Group, LLC3,886$385K0.04%-20013F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,863$382K0.01%+1,37413F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP3,856$382K0.03%+52813F-HRTimelineGroup
Busey Bank3,849$381K0.01%-17813F-HRTimeline
AE Wealth Management LLC3,845$381K<0.01%+43313F-HRTimeline
Fortune Financial Advisors, LLC3,824$379K0.3%+24813F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,776$374K0.3%-2913F-HRTimeline
Arista Wealth Management, LLC3,761$372K0.05%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,751$371K0.02%-2413F-HRTimeline
B. Riley Wealth Advisors, Inc.3,730$369K0.02%-2,28613F-HRTimeline
Baader Bank Aktiengesellschaft3,720$368K0.03%+1,37213F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,698$366K<0.01%013F-HRTimelineGroup
REXFORD CAPITAL INC3,688$365K0.3%13F-HRTimeline
QSV Equity Investors LLC3,679$364K0.38%013F-HRTimeline
Advisory Services Network, LLC4,226$362K0.01%+1,10013F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC3,655$362K0.03%-513F-HRTimelineGroup
Global Retirement Partners, LLC3,652$362K0.01%13F-HRTimeline
Grey Ledge Advisors, LLC3,600$356K0.09%-1113F-HRTimeline
Aberdeen Wealth Management LLC3,574$354K0.24%013F-HRTimeline
Vancity Investment Management Ltd3,566$353K0.04%+56513F-HRTimeline
Bell Investment Advisors, Inc3,546$351K0.06%-613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,544$351K0.03%+4113F-HRTimeline
Strategic Planning, Inc.3,544$351K0.21%-1513F-HRTimeline
PATTEN & PATTEN INC/TN3,505$347K0.02%-2013F-HRTimeline
Northwest Bancshares, Inc.3,505$347K0.06%013F-HRTimeline
Chicago Partners Investment Group LLC3,917$347K0.01%+1,20713F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.3,500$347K<0.01%-1,096,49613F-HRTimelineGroup
Addison Advisors LLC3,494$346K0.09%+2413F-HRTimeline
Americana Partners, LLC3,476$344K0.01%-1513F-HRTimeline
FOSTER & MOTLEY INC3,470$344K0.02%-11613F-HRTimeline
NorthCrest Asset Manangement, LLC3,455$344K0.01%+24013F-HRTimeline
MATHER GROUP, LLC.3,470$344K<0.01%-49913F-HRTimeline
BOSTON FAMILY OFFICE LLC3,462$343K0.02%013F-HRTimeline
HBK Sorce Advisory LLC3,430$340K0.01%+3513F-HRTimeline
PFG Investments, LLC3,428$339K0.02%+12113F-HRTimeline
BOKF, NAin group BOKF, NA3,423$339K0.01%+26813F-HRTimelineGroup
Farmers National Bank3,420$339K0.09%013F-HRTimeline
Fruth Investment Management3,403$336K0.09%013F-HRTimeline
NTV Asset Management LLC3,360$333K0.04%013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,360$333K0.21%+813F-HRTimeline
TOWER BRIDGE ADVISORS3,346$331K0.04%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,265$323K0.03%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,264$323K0.01%-3213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,256$322K0.03%+4913F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC3,252$322K0.01%+40013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,249$322K0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC3,243$321K0.01%+39513F-HRTimeline
Kenora Financial, LLC3,222$319K0.12%-3013F-HRTimeline
IHT Wealth Management, LLC3,221$319K0.01%-1,47013F-HRTimeline
Crestwood Advisors Group, LLC3,218$319K0.01%-4413F-HRTimeline
BSW Wealth Partners3,202$317K0.04%-58013F-HRTimeline
First Affirmative Financial Network3,163$313K0.16%+1713F-HRTimeline
SIMPLEX TRADING, LLC3,151$312K0.01%new13F-HRTimeline
Great Diamond Partners, LLC3,147$312K0.07%new13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC3,124$309K0.13%-3513F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…3,112$308K0.01%013F-HR/ATimeline
J. L. Bainbridge & Co., Inc.3,110$308K0.03%+2713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,107$308K0.02%+1513F-HRTimeline
COUNTRY CLUB BANK3,152$308K0.02%-7513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,105$307K<0.01%+2,05213F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC3,087$306K0.07%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,501$304K0.03%+1513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,070$304K<0.01%+28913F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP3,066$304K<0.01%+11113F-HRTimelineGroup
Haverford Trust Co3,063$303K<0.01%+1,01013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,059$303K0.01%+9313F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH3,050$302K0.1%-5113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,046$302K0.03%-19813F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB3,044$301K0.01%+7913F-HRTimeline
Premier Path Wealth Partners, LLC3,036$301K0.04%+5513F-HRTimeline
General Partner, Inc.3,029$300K0.18%013F-HRTimeline
Ramirez Asset Management, Inc.3,021$299K0.05%-5013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,019$299K0.01%+29013F-HRTimelineGroup
Heritage Wealth Management, Inc.3,017$299K0.1%013F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP3,000$297K0.01%013F-HRTimeline
St. Louis Trust Co3,000$297K0.04%013F-HRTimeline
Bleichroeder LP3,000$297K0.07%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,000$297K0.12%013F-HRTimeline
Farther Finance Advisors, LLC2,996$297K0.01%+15113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,991$296K0.06%+8913F-HRTimeline
Meridian Wealth Management, LLC2,984$295K0.01%-4413F-HRTimeline
Sage Mountain Advisors LLC2,984$295K0.02%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,978$295K0.01%-36113F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,971$294K0.02%-1,45513F-HR/ATimelineGroup
MCDONALD PARTNERS LLC2,947$292K0.07%-513F-HRTimeline
CHICAGO TRUST Co NA2,919$289K0.04%-2913F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…2,911$288K0.15%+4913F-HRTimelineGroup
Signature Wealth Management Partners, L…2,910$288K0.16%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,909$288K0.01%+213F-HRTimeline
LCM Capital Management Inc2,904$288K0.15%013F-HRTimeline