Skip to content
Disclosery

OTIS OTIS WORLDWIDE CORP

Follow

Stock (common), issuer CIK 1781335

1,196 managers (1,233 13F filers) reported a position in OTIS shares at 2026-06-30, 356,666,006 shares in all. 116 filers opened a position and 123 filers sold out during the quarter.

Managers
1,196
13F filers
1,233
New
116
Added
431
Reduced
457
Sold out
123
Shares held by filers
356,666,006

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Northwest Bancshares, Inc.3,343$239K0.04%013F-HRTimeline
Kera Capital Partners, Inc.3,315$237K0.02%new13F-HRTimeline
Quadcap Wealth Management, LLC3,311$237K0.02%+28113F-HRTimeline
Fiduciary Group, LLC3,303$236K0.02%-20013F-HRTimeline
Bell Investment Advisors, Inc3,283$235K0.03%-12413F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH3,282$235K0.06%013F-HRTimeline
Philadelphia Investment Partners, LLC3,190$233K0.15%013F-HRTimeline
Aptus Capital Advisors, LLC3,235$232K<0.01%-3913F-HRTimeline
Kenora Financial, LLC3,222$231K0.07%013F-HRTimeline
Tannin Capital LLC3,205$229K0.15%new13F-HRTimeline
Mystic Asset Management, Inc.3,201$229K0.05%013F-HRTimeline
Fruth Investment Management3,200$229K0.05%-15013F-HRTimeline
Compound Planning, Inc.3,182$228K0.01%-3513F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,167$227K0.14%-54613F-HRTimeline
DF DENT & CO INC3,165$227K<0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators3,126$224K0.07%-17413F-HRTimeline
Proficio Capital Partners LLC3,118$223K0.01%new13F-HRTimeline
Claret Asset Management Corp3,119$223K0.02%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,092$221K<0.01%-27213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,068$220K0.01%-18113F-HRTimeline
Meridian Wealth Management, LLC3,030$217K0.01%+513F-HRTimeline
General Partner, Inc.3,029$217K0.12%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,024$217K0.01%new13F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC3,011$216K0.03%-6013F-HRTimeline
Rothschild Wealth LLC3,009$215K0.02%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC3,003$215K0.01%-12613F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP3,000$215K<0.01%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC2,992$214K0.01%+113F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,000$214K0.06%013F-HRTimeline
BOSTON FAMILY OFFICE LLC2,967$212K0.01%013F-HRTimeline
Signature Wealth Management Partners, L…2,910$208K0.1%013F-HRTimeline
NewEdge Wealth, LLC2,903$208K<0.01%new13F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…2,903$208K0.06%new13F-HRTimelineGroup
Inscription Capital, LLC2,896$207K0.02%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,882$206K0.01%-1,19013F-HRTimeline
Copeland Capital Management, LLC2,872$206K<0.01%-58813F-HRTimeline
HARBOUR INVESTMENTS, INC.2,867$205K<0.01%+10013F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,863$205K0.07%+413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,857$205K0.07%-14213F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC2,843$204K0.03%new13F-HR/ATimeline
LGT Group Foundationin group LGT Group Foundation2,814$201K<0.01%-79213F-HRTimelineGroup
FORBES J M & CO LLP2,806$201K0.02%013F-HRTimeline
Cyndeo Wealth Partners, LLC2,805$201K0.01%+11313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA2,750$201K0.01%-35213F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,797$200K<0.01%-36713F-HRTimeline
PFA Pension, Forsikringsaktieselskab2,719$195K<0.01%-555,07713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,709$194K0.01%-21213F-HRTimelineGroup
S.A. Mason LLC2,672$191K0.06%-14813F-HRTimeline
BOKF, NAin group BOKF, NA2,569$184K<0.01%-32313F-HRTimelineGroup
Caldwell Trust Co2,569$184K0.01%-20513F-HRTimeline
Washington Trust Advisors, Inc.2,567$184K0.01%+19013F-HRTimeline
New England Capital Financial Advisors …2,543$182K0.04%+1013F-HRTimeline
MANNING & NAPIER ADVISORS LLC2,410$176K<0.01%+4013F-HRTimeline
MCDONALD PARTNERS LLC2,344$168K0.04%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…2,284$163K<0.01%+4713F-HRTimelineGroup
Silicon Valley Capital Partners2,272$163K0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA2,268$162K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC2,211$158K0.07%-40613F-HRTimeline
MATHER GROUP, LLC.2,185$156K<0.01%-37013F-HRTimeline
Smartleaf Asset Management LLC2,128$155K0.01%013F-HRTimeline
Essential Partners LLC2,098$150K0.07%+1,80413F-HRTimeline
CITY HOLDING CO2,059$147K0.02%-37913F-HRTimeline
Napier Financial, LLC2,054$147K0.03%-2613F-HRTimeline
Aberdeen Wealth Management LLC1,999$143K0.07%-1,30013F-HRTimeline
Cape Investment Advisory, Inc.1,989$142K0.04%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,960$138K0.01%-8813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,931$138K<0.01%-73213F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.1,924$138K0.01%+2813F-HRTimeline
True Wealth Design, LLC1,923$138K0.03%+1,37313F-HRTimeline
Continuum Advisory, LLC1,870$134K0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.1,861$133K0.01%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,822$130K0.09%013F-HRTimeline
GHP Investment Advisors, Inc.1,780$127K<0.01%-18913F-HRTimeline
Cassaday & Co Wealth Management LLC1,774$127K<0.01%-313F-HRTimeline
Acropolis Investment Management, LLC1,690$121K<0.01%-26313F-HR/ATimeline
North Star Investment Management Corp.1,670$120K0.01%-14613F-HRTimeline
Ares Financial Consulting, LLC1,658$119K0.09%-5513F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co1,633$117K0.02%new13F-HRTimeline
Crewe Advisors LLC1,638$117K0.01%+3313F-HRTimeline
TOP Private Wealth LLC.1,621$116K0.11%13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,611$115K<0.01%-16,93713F-HRTimelineGroup
Citizens National Bank Trust Department1,605$115K0.02%-513F-HRTimeline
Basecamp Wealth Advisors LLC1,605$115K0.02%+2713F-HRTimeline
Bangor Savings Bank1,589$114K0.01%+48813F-HRTimeline
Smithfield Trust Co1,560$113K<0.01%-10013F-HRTimeline
Geneos Wealth Management Inc.1,534$110K<0.01%-5013F-HRTimeline
ADIRONDACK TRUST CO1,521$109K0.03%-2013F-HRTimeline
Strategic Investment Advisors / MI1,493$107K0.01%-11813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,475$106K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,473$105K<0.01%-80313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,366$97.8K0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,357$97K0.02%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,331$95.3K<0.01%-26013F-HRTimelineGroup
Parkside Financial Bank & Trust1,319$94.4K0.01%-413F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP1,279$91.6K0.01%-2,57713F-HRTimelineGroup
Manchester Capital Management LLC1,274$91.2K0.01%-17813F-HRTimeline
IFG Advisory, LLC1,273$91.2K<0.01%new13F-HRTimeline
STEPH & CO1,261$90.3K0.02%013F-HRTimeline
Anchor Investment Management, LLC1,214$86.9K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,141$81.7K0.03%013F-HRTimeline
First Command Advisory Services, Inc.1,132$81.1K<0.01%+55713F-HRTimeline
FINANCIAL CONSULATE, INC1,128$80.8K0.01%+613F-HRTimeline
Parvin Asset Management, LLC1,122$80.3K0.06%+1013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,062$76K0.03%013F-HRTimeline
WEBSTER BANK, N. A.1,058$75.8K0.01%-15013F-HRTimeline
Ulland Investment Advisors, LLC1,043$75K0.06%-6513F-HRTimeline
Covestor Ltd1,036$75K0.04%+31013F-HRTimeline
CYBER HORNET ETFs LLC1,045$74.8K0.04%-2613F-HRTimeline
Ninety One North America, Inc.1,036$74.2K<0.01%-93313F-HRTimeline
Cromwell Holdings LLC1,033$74K0.03%-26013F-HRTimeline
Gen-Wealth Partners Inc1,025$73.4K0.02%013F-HRTimeline
CVA Family Office, LLC1,020$73K0.01%-11513F-HRTimeline
1015 Capital Partners, LLC1,004$71.9K0.06%-413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC990$70K<0.01%+113F-HRTimelineGroup
Atlantic Edge Private Wealth Management…950$68K0.01%-9113F-HRTimeline
Asset Dedication, LLC933$66.8K<0.01%-21313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC904$64.7K0.01%+8213F-HRTimeline
Grove Bank & Trust903$64.7K0.01%013F-HRTimeline
Blue Trust, Inc.899$64.4K<0.01%-1313F-HRTimeline
Estabrook Capital Management882$63.2K0.01%-10013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management877$62.8K<0.01%+9913F-HRTimelineGroup
Hanson & Doremus Investment Management847$61K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.833$59.6K0.01%+1313F-HRTimeline
Quent Capital, LLC828$59.3K<0.01%+11813F-HRTimeline
JTC Employer Solutions Trustee Ltd824$59K<0.01%+213F-HRTimeline
Piscataqua Savings Bank822$58.9K0.04%013F-HRTimeline
Clearstead Trust, LLC805$57.6K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.800$57.3K0.01%-9513F-HR/ATimeline
SHP Wealth Management789$56.5K<0.01%+65013F-HRTimeline
Pacifica Partners Inc.741$54.2K0.02%013F-HRTimeline
Center for Financial Planning, Inc.755$54.1K0.01%+12013F-HRTimeline
Rossby Financial, LCC752$53.8K0.01%-1913F-HRTimeline
FIRST HORIZON CORP751$53.8K<0.01%-913F-HRTimeline
Sawyer & Company, Inc750$53.7K0.02%013F-HRTimeline
ESL Trust Services, LLC750$53.7K0.01%013F-HRTimeline
SJS Investment Consulting Inc.739$52.9K0.01%+61113F-HRTimeline
Costello Asset Management, INC734$52.6K0.02%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC724$51.8K0.03%013F-HRTimeline
Financial Life Planners708$50.7K0.03%+513F-HRTimeline
OAKMONT Corp705$50.5K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…700$50.1K<0.01%-27213F-HRTimeline
Board of the Pension Protection Fund700$50.1K0.05%+40013F-HRTimeline
CoreCap Advisors, LLC698$50K<0.01%+3013F-HRTimeline
Aventura Private Wealth, LLC654$46.8K0.01%-4813F-HRTimeline
Indiana Trust & Investment Management Co650$46.5K0.01%-2613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC650$46.5K0.01%013F-HRTimeline
Leonteq Securities AG649$46.5K<0.01%-20613F-HRTimeline
Golden State Wealth Management, LLC648$46.4K<0.01%+35913F-HRTimeline
Fortitude Family Office, LLC648$46.4K0.01%+30513F-HRTimeline
Community Bank, N.A.635$45.5K<0.01%013F-HRTimeline
Curat Global, LLC447$45.4K0.04%+23013F-HRTimeline
City State Bank624$44.7K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.620$44.4K0.01%013F-HRTimeline
Synergy Investment Management, LLC615$44.1K0.01%-413F-HRTimeline
SBI Securities Co., Ltd.606$43.4K<0.01%+913F-HRTimeline
Ramirez Asset Management, Inc.600$43K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV579$41.5K<0.01%+10213F-HRTimeline
Bank of New Hampshire579$41.5K0.01%013F-HRTimeline
Key Financial Inc578$41.4K0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST560$40.1K0.01%-3513F-HRTimeline
Wealth Enhancement Trust Services, Inc.537$38.4K<0.01%-11113F-HR/ATimeline
Community Financial Services Group, LLC536$37.9K0.01%013F-HRTimeline
Basepoint Wealth LLC526$37.7K0.02%-9613F-HRTimeline
WPG Advisers, LLC526$37.7K0.02%+613F-HRTimeline
Bullock Wealth Management Group531$37.5K0.02%+313F-HRTimeline
Pinnacle Bancorp, Inc.521$37.3K0.01%+15013F-HRTimeline
Owl Creek Wealth Partners LLC510$36.5K0.01%+27013F-HRTimeline
KELLEHER FINANCIAL ADVISORS506$36.2K0.01%+25313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP500$35.8K<0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)500$35.8K0.03%013F-HRTimeline
Hilltop National Bank500$35.8K0.01%013F-HRTimeline
Quaker Wealth Management, LLC499$35.8K0.01%-1213F-HRTimeline
First Bancorp, Inc /ME/481$34.4K0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.475$34K0.01%013F-HRTimeline
CoreFirst Bank & Trust473$33.9K0.02%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…431$30.9K<0.01%-24713F-HRTimeline
United Community Bankin group United Community Bank425$30.4K0.01%+12013F-HRTimelineGroup
Silver Grove Financial Group, Inc.422$30.2K0.02%new13F-HRTimeline
MCF Advisors LLC421$30.1K<0.01%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…415$29.7K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…410$29.4K<0.01%+3613F-HRTimeline
MTM Investment Management, LLC408$29.2K0.01%013F-HRTimeline
Regatta Research & Money Management408$29.2K0.03%13F-HRTimeline
Addison Advisors LLC406$29.1K0.01%-2,89413F-HRTimeline
Capital Advisors, Ltd. LLC400$29K<0.01%-6213F-HRTimeline
Financial Network Wealth Advisors LLC405$29K0.03%+513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC402$28.8K0.01%+38213F-HRTimeline
Independence Bank of Kentucky401$28.7K<0.01%013F-HRTimeline
Boreal Capital Management LLC400$28.6K0.02%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC397$28.4K0.02%-15313F-HRTimeline
Mowery & Schoenfeld Wealth Management, …396$28.4K0.04%013F-HRTimeline
MidFirst Bank396$28.4K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC391$28K0.01%-62013F-HRTimeline
TFC Financial Management, Inc.387$27.7K<0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P381$27.3K<0.01%+14913F-HRTimelineGroup
Vision Retirement, LLC378$27.1K0.01%+113F-HRTimeline
Orion Capital Management LLC375$26.9K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC368$26.3K0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC359$25.7K0.01%013F-HRTimeline
MOTCO353$25.3K<0.01%+813F-HRTimeline