Skip to content

OTIS OTIS WORLDWIDE CORP

Follow

Stock (common), issuer CIK 1781335

1,207 managers (1,244 13F filers) reported a position in OTIS shares at 2026-03-31, 344,456,544 shares in all. 86 filers opened a position and 164 filers sold out during the quarter.

Managers
1,207
13F filers
1,244
New
86
Added
393
Reduced
479
Sold out
164
Shares held by filers
344,456,544

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Caprock Group, LLC6,597$508K0.01%new13F-HRTimeline
Sava Infond d.o.o.6,500$501K0.07%new13F-HRTimeline
Curi Capital, LLC6,496$501K0.01%-4,59913F-HRTimeline
111 Capital6,481$500K0.12%-8,98113F-HRTimeline
Caitong International Asset Management …6,479$499K0.09%+4,56613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,475$499K0.02%013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding6,455$498K+17Timeline
Quotient Wealth Partners, LLC6,445$497K0.01%+88713F-HRTimeline
TCW GROUP INCin group TCW GROUP INC6,428$495K<0.01%+21713F-HRTimelineGroup
Marble Harbor Investment Counsel, LLC6,407$494K0.05%-61213F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co6,393$493K0.01%013F-HRTimelineGroup
Curbstone Financial Management Corp6,388$492K0.09%013F-HRTimeline
BRIGHTON JONES LLC6,338$489K0.01%new13F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,309$486K0.01%+1,08713F-HRTimelineGroup
Ausdal Financial Partners, Inc.6,283$484K0.02%+1,31013F-HRTimeline
Parallel Advisors, LLC6,265$483K0.01%-66913F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC6,261$483K0.01%-91813F-HRTimeline
Headlands Technologies LLC6,258$482K0.05%-17,03613F-HRTimeline
Westhampton Capital, LLC6,218$479K0.22%013F-HRTimeline
TD Waterhouse Canada Inc.6,191$479K<0.01%+1,34813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management6,199$478K<0.01%-123,15213F-HRTimelineGroup
Penobscot Investment Management Company…6,164$475K0.04%013F-HRTimeline
Williams Jones Wealth Management, LLC.6,159$475K0.01%-35013F-HRTimeline
MEANS INVESTMENT CO., INC.6,143$474K0.04%013F-HRTimeline
Soltis Investment Advisors LLC6,142$473K0.03%-25213F-HRTimeline
CENTRAL TRUST Co6,118$472K0.01%-5013F-HRTimeline
Glenview Trust Co6,016$464K0.01%-66413F-HRTimeline
Dodge & Cox6,010$463K<0.01%-10,00013F-HRTimeline
UMB Bank, n.a.6,005$463K0.01%-44113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MERIDIAN MANAGEMENT CO6,000$462K0.12%-713F-HRTimeline
Polymer Capital Management (US) LLC6,000$462K0.07%-22,58313F-HRTimeline
Allred Capital Management, LLC5,964$460K0.17%+5313F-HRTimeline
DEARBORN PARTNERS LLC5,865$452K0.02%013F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP8,000$451K0.21%+3,70013F-HRTimeline
Mutual Advisors, LLC5,837$450K0.01%-5313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,834$450K+426Timeline
Farther Finance Advisors, LLC5,797$449K<0.01%-71113F-HRTimeline
Optas, LLC5,807$448K0.07%+65413F-HRTimeline
Wedmont Private Capital5,580$444K0.01%+14613F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA5,680$438K0.01%+59413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,681$438K<0.01%-59413F-HRTimelineGroup
Intellectus Partners, LLC5,618$433K0.09%+1,01713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,560$429K<0.01%-2,83513F-HRTimelineGroup
Siemens Fonds Invest GmbH5,558$428K0.02%013F-HRTimeline
Frank, Rimerman Advisors LLC5,545$427K0.03%-2,00513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…5,515$425K<0.01%-9,27913F-HRTimelineGroup
Hartford Financial Management Inc.5,477$422K0.11%-23413F-HRTimeline
Bull Street Advisors, LLC5,470$422K0.21%013F-HRTimeline
NorthRock Partners, LLC5,464$421K0.01%+1,30213F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC5,420$418K0.13%+1,17313F-HRTimeline
ELCO Management Co., LLC5,416$417K0.2%-17313F-HRTimeline
Choate Investment Advisors5,412$417K0.01%+93813F-HRTimeline
Milestone Asset Management Group, LLC5,377$414K0.24%+713F-HRTimeline
Tema ETFs LLC5,366$414K0.03%+2113F-HRTimeline
IMC-Chicago, LLC5,341$412K0.01%new13F-HRTimeline
Simmons Bankin group Simmons Bank5,340$412K0.03%-4013F-HRTimelineGroup
Beaumont Asset Management, L.L.C.5,234$403K0.18%+96413F-HRTimeline
Callan Family Office, LLC5,195$400K0.01%-12813F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC5,226$399K0.01%+69013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,161$398K0.01%-9213F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd5,160$398K0.01%-40,21413F-HRTimeline
Gateway Wealth Partners, LLC5,151$397K0.02%new13F-HRTimeline
INGALLS & SNYDER LLC5,151$397K0.01%+1013F-HRTimeline
Advisory Services Network, LLC5,110$394K0.01%+64513F-HRTimeline
MQS Management LLC5,066$390K0.26%+20213F-HRTimeline
Rehmann Capital Advisory Group5,063$390K0.02%-1,59313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,041$389K0.01%new13F-HRTimeline
Sterneck Capital Management, LLC5,038$388K0.17%+1,51813F-HRTimeline
Independent Advisor Alliance4,994$385K<0.01%-10,84413F-HRTimeline
LMR Partners LLPin group LMR Partners LLP4,942$381K<0.01%+2,16913F-HRTimelineGroup
Kingsview Wealth Management, LLC4,939$381K0.01%+1113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,939$381K0.01%+1313F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …4,907$378K0.01%013F-HRTimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…4,892$377K0.12%-21313F-HRTimeline
GARRISON POINT ADVISORS, LLC4,875$376K0.17%-24513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,870$375K0.09%new13F-HRTimeline
MONTAG A & ASSOCIATES INC4,749$366K0.02%-20513F-HRTimeline
BURLING WEALTH PARTNERS, LLC4,707$363K0.06%-33513F-HRTimeline
CX Institutional4,673$360K0.01%-57513F-HRTimeline
Vancity Investment Management Ltd4,672$360K0.06%-37213F-HRTimeline
Core Wealth Partners LLC4,670$360K0.17%013F-HRTimeline
BECK MACK & OLIVER LLC4,582$353K0.01%013F-HRTimeline
Patriot Financial Group Insurance Agenc…4,568$352K0.02%+2,25713F-HRTimeline
Quarry LP4,563$352K0.07%-1,93213F-HRTimeline
Private Wealth Asset Management, LLC4,527$349K0.04%-413F-HRTimeline
EVERETT HARRIS & CO /CA/4,518$348K<0.01%013F-HRTimeline
Checchi Capital Advisers, LLC4,489$346K0.02%+44213F-HRTimeline
Moors & Cabot, Inc.4,441$342K0.01%-30013F-HRTimeline
EXCALIBUR MANAGEMENT CORP4,398$339K0.12%-3713F-HRTimeline
Apella Capital, LLC4,157$338K0.01%+1,17713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,358$336K+22Timeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA4,358$336K0.04%new13F-HRTimelineGroup
WASHINGTON TRUST Co4,323$333K0.01%-5513F-HRTimeline
Drexel Morgan & Co.4,288$331K0.05%013F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.4,283$330K0.06%new13F-HRTimelineGroup
Fortune Financial Advisors, LLC4,280$330K0.17%+45213F-HRTimeline
Pointe Capital Management LLC4,202$324K0.16%013F-HRTimeline
Prime Capital Investment Advisors, LLC4,196$323K<0.01%-38913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,185$323K0.01%-63413F-HRTimeline
Texas Bank & Trust Co4,150$320K0.12%-25013F-HRTimeline
OpenArc Corporate Advisory, LLC4,147$320K<0.01%-30213F-HRTimeline
Shakespeare Wealth Management, LLC4,142$319K0.08%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,137$319K<0.01%-2,79813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,124$318K0.01%+44413F-HRTimeline
SIGNATUREFD, LLC4,102$316K<0.01%-62213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.4,072$314K0.02%+18613F-HRTimeline
Vestmark Advisory Solutions, Inc.4,022$310K<0.01%new13F-HRTimeline
WENDELL DAVID ASSOCIATES INC4,027$310K0.03%013F-HRTimeline
Knollwood Investment Advisory, LLC4,008$309K0.03%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,977$308K<0.01%+73613F-HRTimelineGroup
HUB Investment Partners, LLC3,984$307K0.01%new13F-HRTimeline
Hunter Perkins Capital Management, LLC3,982$307K0.07%new13F-HRTimeline
HBK Sorce Advisory LLC4,100$307K0.01%-15713F-HRTimeline
HANCOCK WHITNEY CORP3,938$305K0.01%-9813F-HRTimeline
Sage Capital Management, LLC3,923$303K0.14%-1,64713F-HRTimeline
1ST SOURCE BANK3,920$302K0.02%-12513F-HRTimeline
PATTEN & PATTEN INC/TN3,915$302K0.02%-9513F-HRTimeline
Rialto Wealth Management, LLC3,906$301K0.07%+913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,897$300K<0.01%-1,10013F-HRTimelineGroup
V-Square Quantitative Management LLC3,894$300K0.03%-40313F-HRTimeline
Radnor Capital Management, LLC3,892$300K0.04%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,866$298K0.01%+10013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP3,856$297K0.02%013F-HRTimelineGroup
REXFORD CAPITAL INC3,855$297K0.21%-613F-HRTimeline
First Western Trust Bank3,826$295K0.01%013F-HRTimeline
ATWOOD & PALMER INC3,825$295K0.02%-10013F-HRTimeline
PHILADELPHIA TRUST CO3,818$294K0.02%-11113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,788$292K0.02%-18013F-HRTimelineGroup
Sovereign Financial Group, Inc.3,782$292K0.05%-4113F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,775$291K0.02%-1,58413F-HRTimeline
Kathmere Capital Management, LLC3,775$291K0.02%+1,31113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …3,769$291K0.03%+61613F-HRTimelineGroup
Atom Investors LP3,768$290K0.02%-72413F-HRTimeline
Crestwood Advisors Group, LLC3,713$286K<0.01%+89113F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,713$286K0.19%013F-HRTimeline
TCV Trust & Wealth Management, Inc.3,713$286K0.02%-11213F-HRTimeline
PROFUND ADVISORS LLC3,654$282K0.01%+13813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,642$281K0.02%+9213F-HRTimeline
Busey Bank3,635$280K0.01%-41813F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW3,612$278K0.04%-21213F-HRTimelineGroup
LGT Group Foundationin group LGT Group Foundation3,606$278K<0.01%013F-HRTimelineGroup
Grey Ledge Advisors, LLC3,597$277K0.06%-613F-HRTimeline
INCEPTIONR LLC3,568$275K0.07%-7,96813F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…3,566$275K0.03%+6413F-HRTimelineGroup
ARMISTICE CAPITAL, LLC3,535$272K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,520$271K<0.01%-6813F-HRTimelineGroup
BSW Wealth Partners3,503$270K0.03%+813F-HRTimeline
Fiduciary Group, LLC3,503$270K0.02%-23513F-HRTimeline
SANDERS MORRIS HARRIS LLC3,500$270K0.04%new13F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.3,500$270K<0.01%013F-HRTimelineGroup
CHIRON CAPITAL MANAGEMENT, LLC3,500$270K0.28%13F-HRTimeline
HOLDERNESS INVESTMENTS CO3,495$269K0.05%-5713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,487$269K0.01%+44013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,486$269K0.01%-9113F-HRTimelineGroup
HORAN Wealth, LLC3,096$267K0.03%013F-HRTimeline
Copeland Capital Management, LLC3,460$267K0.01%+53413F-HRTimeline
Americana Partners, LLC3,423$264K0.01%+1513F-HRTimeline
Bell Investment Advisors, Inc3,407$263K0.04%013F-HRTimeline
Valeo Financial Advisors, LLC3,398$262K0.01%-1,31613F-HRTimeline
Great Diamond Partners, LLC3,394$262K0.05%-5313F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC3,392$261K0.02%-15013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,391$261K0.01%+46013F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC3,376$260K0.01%+46613F-HRTimelineGroup
Farmers National Bank3,375$260K0.06%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,364$259K0.01%-1,02313F-HR/ATimeline
WEDBUSH SECURITIES INC3,354$259K0.01%-3,19413F-HRTimeline
Strategic Planning, Inc.3,352$258K0.13%+1713F-HRTimeline
Fruth Investment Management3,350$258K0.06%-5313F-HRTimeline
Northwest Bancshares, Inc.3,343$258K0.05%-8713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC3,324$256K0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators3,300$254K0.09%+1,46013F-HRTimeline
Addison Advisors LLC3,300$254K0.06%-16013F-HRTimeline
Aberdeen Wealth Management LLC3,299$254K0.12%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH3,282$253K0.08%+6513F-HRTimeline
Aptus Capital Advisors, LLC3,274$252K<0.01%-2,28213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,264$252K0.01%-1913F-HRTimeline
Resonant Capital Advisors, LLC3,262$251K0.01%-1013F-HRTimeline
Orographic Financial Advisors, LLC3,259$251K0.18%13F-HRTimeline
NorthCrest Asset Manangement, LLC3,222$251K0.01%-4,58813F-HRTimeline
Ellevest, Inc.3,252$251K0.03%-12313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,249$250K0.01%+21613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,240$250K<0.01%+51713F-HRTimeline
Kenora Financial, LLC3,222$248K0.09%013F-HRTimeline
FOSTER & MOTLEY INC3,218$248K0.01%013F-HRTimeline
Compound Planning, Inc.3,217$248K0.01%new13F-HRTimeline
PFG Investments, LLC3,215$248K0.01%+8413F-HRTimeline
Mystic Asset Management, Inc.3,201$247K0.06%-34813F-HRTimeline
Philadelphia Investment Partners, LLC3,190$246K0.17%13F-HRTimeline
Interchange Capital Partners, LLC2,405$245K0.08%new13F-HRTimeline
DF DENT & CO INC3,165$244K<0.01%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,164$244K<0.01%013F-HRTimeline
Verdence Capital Advisors LLC3,134$242K0.01%-95913F-HRTimeline
Sound View Wealth Advisors Group, LLC3,129$241K0.02%-1,01513F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding3,117$240K+75Timeline
AE Wealth Management LLC3,115$240K<0.01%+32013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd3,114$240K<0.01%new13F-HRTimelineGroup
VestGen Advisors, LLC3,205$238K0.01%-25513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA3,102$237K0.01%013F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC3,071$237K0.03%+8013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,062$236K0.01%-18713F-HRTimelineGroup