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OTIS OTIS WORLDWIDE CORP

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Stock (common), issuer CIK 1781335

1,223 managers (1,254 13F filers) reported a position in OTIS shares at 2025-09-30, 339,880,108 shares in all. 109 filers opened a position and 121 filers sold out during the quarter.

Managers
1,223
13F filers
1,254
New
109
Added
371
Reduced
505
Sold out
121
Shares held by filers
339,880,108

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
COOKSON PEIRCE & CO INC6,615$605K0.02%+11513F-HRTimeline
MGO ONE SEVEN LLC6,576$601K0.01%+3,69813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST6,558$600K0.06%-1,15813F-HRTimeline
Williams Jones Wealth Management, LLC.6,509$595K0.01%-17913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,495$594K<0.01%-7,38113F-HRTimelineGroup
&PARTNERS6,476$592K<0.01%+19213F-HRTimeline
EntryPoint Capital, LLC6,428$588K0.23%-36313F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co6,393$585K0.02%013F-HR/ATimelineGroup
Curbstone Financial Management Corp6,388$584K0.11%-6013F-HRTimeline
WEDBUSH SECURITIES INC6,377$583K0.02%-1,07913F-HRTimeline
Penobscot Investment Management Company…6,324$578K0.04%+40013F-HRTimeline
GAMMA Investing LLC6,313$577K0.03%-1,37713F-HRTimeline
Rehmann Capital Advisory Group6,265$572K0.03%-71813F-HRTimeline
Westhampton Capital, LLC6,225$569K0.28%013F-HRTimeline
CENTRAL TRUST Co6,168$564K0.01%-113F-HRTimeline
MEANS INVESTMENT CO., INC.6,142$562K0.05%+113F-HRTimeline
Ausdal Financial Partners, Inc.6,091$557K0.03%+14213F-HRTimeline
MERIDIAN MANAGEMENT CO6,007$549K0.15%013F-HRTimeline
Ballentine Partners, LLC5,922$541K0.01%-2,07713F-HRTimeline
Soltis Investment Advisors LLC5,915$541K0.04%-23413F-HRTimeline
Allred Capital Management, LLC5,911$540K0.19%013F-HRTimeline
DEARBORN PARTNERS LLC5,865$536K0.03%-30313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,826$533K0.02%+50013F-HRTimelineGroup
Hartford Financial Management Inc.5,815$532K0.14%-51913F-HRTimeline
Quotient Wealth Partners, LLC5,813$532K0.01%-22813F-HRTimeline
UMB Bank, n.a.5,791$529K0.01%+1,82113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CX Institutional5,753$526K0.02%+1,43013F-HRTimeline
Amica Retiree Medical Trust5,752$526K0.72%013F-HRTimeline
ELCO Management Co., LLC5,709$522K0.27%-31813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,661$518K0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC5,602$512K0.01%+71113F-HRTimeline
Siemens Fonds Invest GmbH5,558$508K0.03%-813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC5,543$507K<0.01%+58013F-HRTimelineGroup
Aptus Capital Advisors, LLC5,486$502K<0.01%+23113F-HRTimeline
INGALLS & SNYDER LLC5,477$501K0.02%-32713F-HRTimeline
Bull Street Advisors, LLC5,470$500K0.23%013F-HRTimeline
Wedmont Private Capital5,519$499K0.02%-1,41113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,428$496K-1,515Timeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…5,414$495K0.04%+46513F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich5,405$494K<0.01%-57,22713F-HRTimeline
Simmons Bankin group Simmons Bank5,380$492K0.03%-30013F-HRTimelineGroup
Callan Family Office, LLC5,365$491K0.02%-3,25413F-HRTimeline
Milestone Asset Management Group, LLC5,364$490K0.31%+613F-HRTimeline
LGT Group Foundationin group LGT Group Foundation5,306$490K0.01%013F-HRTimelineGroup
Tema ETFs LLC5,357$490K0.04%new13F-HRTimeline
LBP AM SA5,321$486K0.01%-3,92713F-HRTimeline
Curi Capital, LLC5,312$486K0.01%+11713F-HRTimeline
GARRISON POINT ADVISORS, LLC5,310$485K0.2%-26513F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…5,303$485K0.15%-21113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,273$482K0.02%-5,08513F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,252$480K0.01%+2,18213F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI5,236$479K0.03%-35713F-HRTimeline
WENDELL DAVID ASSOCIATES INC5,223$478K0.05%-22113F-HRTimeline
CONNABLE OFFICE INC5,172$473K0.04%+33013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,141$470K<0.01%+2,03613F-HRTimelineGroup
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…5,128$469K0.05%-11613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,090$465K0.01%+35513F-HRTimelineGroup
Valley Brook Capital Group, Inc.5,065$463K0.31%013F-HRTimeline
Prime Capital Investment Advisors, LLC5,023$459K0.01%-26913F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA4,980$455K0.01%-2313F-HRTimelineGroup
First Western Trust Bank4,942$452K0.02%-1613F-HRTimeline
Kingsview Wealth Management, LLC4,911$449K0.01%-3,33613F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …4,907$449K0.01%-16,00013F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC4,903$448K0.01%-8313F-HRTimeline
Optas, LLC4,902$448K0.08%-1,01013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,888$447K0.02%+37113F-HRTimelineGroup
SIGNATUREFD, LLC4,821$441K0.01%-1,25113F-HRTimeline
MONTAG A & ASSOCIATES INC4,749$434K0.02%013F-HRTimeline
Vise Technologies, Inc.4,737$433K0.02%-45113F-HRTimeline
BECK MACK & OLIVER LLC4,714$431K0.01%+48213F-HRTimeline
TD Waterhouse Canada Inc.4,656$430K<0.01%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,686$428K0.01%+23413F-HRTimeline
Advisory Services Network, LLC4,683$428K0.01%+45713F-HRTimeline
Core Wealth Partners LLC4,670$427K0.2%+10013F-HRTimeline
Moors & Cabot, Inc.4,615$422K0.02%-70113F-HRTimeline
Choate Investment Advisors4,595$420K0.01%+48913F-HRTimeline
Laird Norton Wetherby Wealth Management…4,593$420K0.02%-70913F-HRTimeline
Ellevest, Inc.4,556$417K0.06%-1,85613F-HRTimeline
Valeo Financial Advisors, LLC4,535$415K0.01%-4813F-HRTimeline
Private Wealth Asset Management, LLC4,531$414K0.05%013F-HRTimeline
EVERETT HARRIS & CO /CA/4,518$413K0.01%013F-HRTimeline
1ST SOURCE BANK4,516$413K0.02%-1013F-HRTimeline
SANDERS MORRIS HARRIS LLC4,500$411K0.05%+1,41313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,466$408K0.02%-22613F-HRTimelineGroup
CHICAGO TRUST Co NA4,455$407K0.06%+1,53613F-HRTimeline
EXCALIBUR MANAGEMENT CORP4,435$405K0.15%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,424$404K-543Timeline
Texas Bank & Trust Co4,400$402K0.15%013F-HRTimeline
WASHINGTON TRUST Co4,390$401K0.01%+2,03413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,387$401K0.03%+1,12213F-HRTimeline
HBK Sorce Advisory LLC4,364$399K0.01%+93413F-HR/ATimeline
Pointe Capital Management LLC4,326$396K0.19%013F-HRTimeline
GC Wealth Management RIA, LLC4,309$394K0.01%new13F-HRTimeline
QSV Equity Investors LLC4,307$394K0.4%+62813F-HRTimeline
Supplemental Annuity Collective Trust o…4,300$393K0.1%013F-HRTimeline
Drexel Morgan & Co.4,288$392K0.06%013F-HRTimeline
Shakespeare Wealth Management, LLC4,142$379K0.09%-1813F-HRTimeline
Verdence Capital Advisors LLC4,095$377K0.02%-17913F-HRTimeline
Ninety One North America, Inc.4,122$377K0.02%-1,37213F-HR/ATimeline
PROFUND ADVISORS LLC4,119$377K0.01%-31313F-HRTimeline
BSW Wealth Partners4,105$375K0.05%+90313F-HRTimeline
Mystic Asset Management, Inc.4,083$373K0.08%+7313F-HRTimeline
Vancity Investment Management Ltd4,054$371K0.05%+48813F-HRTimeline
HANCOCK WHITNEY CORP4,036$369K0.01%-16913F-HRTimeline
Checchi Capital Advisers, LLC4,033$369K0.03%-56713F-HRTimeline
Caldwell Trust Co4,033$369K0.03%+10013F-HRTimeline
Radnor Capital Management, LLC4,032$369K0.06%-52013F-HRTimeline
SG Americas Securities, LLC4,011$367K<0.01%-3,52613F-HRTimeline
Knollwood Investment Advisory, LLC4,008$366K0.03%013F-HRTimeline
GAM Holding AGin group GAM Holding AG4,000$366K0.02%new13F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,995$365K0.02%-1613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC3,992$365K0.01%+74913F-HRTimeline
TCV Trust & Wealth Management, Inc.3,939$360K0.03%-5113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,935$360K0.01%-23313F-HRTimeline
Sound View Wealth Advisors Group, LLC3,934$360K0.02%-39113F-HRTimeline
PHILADELPHIA TRUST CO3,929$359K0.03%013F-HRTimeline
ATWOOD & PALMER INC3,925$359K0.02%013F-HRTimeline
Rialto Wealth Management, LLC3,896$356K0.09%-2113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,895$356K-640Timeline
KRAEMATON INVESTMENT ADVISORS, INC3,891$356K0.3%-14313F-HRTimeline
Sage Mountain Advisors LLC3,865$353K0.02%+88113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,858$353K<0.01%-3,12213F-HRTimelineGroup
WESTPAC BANKING CORPin group WESTPAC BANKING CORP3,856$353K0.02%013F-HR/ATimelineGroup
Sovereign Financial Group, Inc.3,853$352K0.07%-35513F-HRTimeline
REXFORD CAPITAL INC3,829$350K0.27%+14113F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW3,824$350K0.05%-8713F-HRTimelineGroup
BOKF, NAin group BOKF, NA3,828$350K0.01%+40513F-HRTimelineGroup
Fortune Financial Advisors, LLC3,827$350K0.26%+313F-HRTimeline
Chicago Partners Investment Group LLC3,815$348K0.01%-10213F-HRTimeline
Busey Bank3,799$347K0.01%-5013F-HRTimeline
Resonant Capital Advisors, LLC3,784$346K0.02%-23513F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,776$345K0.25%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,766$344K0.01%-9713F-HRTimeline
Arista Wealth Management, LLC3,761$344K0.04%013F-HRTimeline
Fiduciary Group, LLC3,738$342K0.03%-14813F-HRTimeline
Miller Financial Services LLC3,695$338K0.39%new13F-HRTimeline
Baker Avenue Asset Management, LP3,673$336K0.01%-79013F-HRTimeline
Parcion Private Wealth LLC3,652$334K0.02%+1,24113F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC3,639$333K0.03%-1613F-HRTimelineGroup
CITY HOLDING CO3,633$332K0.04%-97213F-HRTimeline
HOLDERNESS INVESTMENTS CO3,624$331K0.07%-1,32013F-HRTimeline
Neo Ivy Capital Management3,612$330K0.08%new13F-HRTimeline
OSSIAM3,608$330K<0.01%-5,03813F-HRTimeline
Grey Ledge Advisors, LLC3,589$328K0.07%-1113F-HRTimeline
Bell Investment Advisors, Inc3,552$325K0.05%+613F-HRTimeline
B. Riley Wealth Advisors, Inc.3,547$324K0.02%-18313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,545$324K0.02%+113F-HRTimeline
PFG Investments, LLC3,516$321K0.02%+8813F-HRTimeline
PATTEN & PATTEN INC/TN3,505$320K0.02%013F-HRTimeline
Northwest Bancshares, Inc.3,505$320K0.05%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,504$320K0.03%+45813F-HRTimelineGroup
Strategic Planning, Inc.3,501$320K0.19%-4313F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.3,500$320K<0.01%013F-HRTimelineGroup
Addison Advisors LLC3,477$318K0.07%-1713F-HRTimeline
BOSTON FAMILY OFFICE LLC3,462$317K0.02%013F-HRTimeline
Great Diamond Partners, LLC3,447$315K0.06%+30013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,442$315K0.02%-5913F-HRTimeline
Americana Partners, LLC3,408$312K0.01%-6813F-HRTimeline
Fruth Investment Management3,403$311K0.08%013F-HRTimeline
Farmers National Bank3,375$309K0.07%-4513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,371$308K<0.01%+30513F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise3,361$307K0.01%-1,48413F-HRTimelineGroup
ARMISTICE CAPITAL, LLC3,340$305K0.01%new13F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,338$305K0.18%-2213F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,322$304K0.01%+48313F-HRTimeline
Aberdeen Wealth Management LLC3,299$302K0.19%-27513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC3,252$297K0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,249$297K0.01%013F-HRTimelineGroup
Lombard Odier Asset Management (USA) Co…3,240$296K0.07%+76513F-HRTimeline
Kenora Financial, LLC3,222$295K0.1%013F-HRTimeline
FOSTER & MOTLEY INC3,218$294K0.02%-25213F-HRTimeline
Savvy Advisors, Inc.3,208$293K0.01%new13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,202$293K0.11%+30013F-HRTimeline
Intellectus Partners, LLC3,182$291K0.06%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,171$290K0.03%-8513F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC3,161$289K0.09%new13F-HRTimeline
First Affirmative Financial Network3,145$288K0.14%-1813F-HRTimeline
GROUPAMA ASSET MANAGMENT3,144$287K<0.01%new13F-HRTimeline
Composition Wealth, LLC3,127$286K<0.01%+34913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,117$285K0.01%-14713F-HRTimeline
IHT Wealth Management, LLC3,109$284K0.01%-11213F-HRTimeline
Requisite Capital Management, LLC3,101$284K0.05%new13F-HRTimeline
COUNTRY CLUB BANK3,102$283K0.02%-5013F-HRTimeline
HORAN Wealth, LLC3,094$283K0.04%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH3,093$283K0.08%+4313F-HRTimeline
Sterneck Capital Management, LLC3,088$282K0.13%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,078$281K0.01%+33113F-HRTimelineGroup
TOWER BRIDGE ADVISORS3,071$281K0.03%-27513F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,062$280K0.05%new13F-HRTimeline
General Partner, Inc.3,029$277K0.15%013F-HRTimeline
Meridian Wealth Management, LLC3,021$276K0.01%+3713F-HRTimeline
Heritage Wealth Management, Inc.3,017$276K0.08%013F-HRTimeline
J. Team Financial, Inc.3,009$275K0.28%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,012$275K0.1%+1213F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP3,000$274K0.01%013F-HRTimeline
St. Louis Trust Co3,000$274K0.03%013F-HRTimeline
Bleichroeder LP3,000$274K0.05%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,999$274K0.1%-12513F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,998$274K0.02%+2713F-HRTimelineGroup
NTV Asset Management LLC2,990$273K0.03%-37013F-HRTimeline