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Disclosery

OTIS OTIS WORLDWIDE CORP

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Stock (common), issuer CIK 1781335

1,211 managers (1,237 13F filers) reported a position in OTIS shares at 2024-12-31, 363,488,836 shares in all. 80 filers opened a position and 107 filers sold out during the quarter.

Managers
1,211
13F filers
1,237
New
80
Added
382
Reduced
421
Sold out
107
Shares held by filers
363,488,836

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Crestwood Advisors Group, LLC2,772$257K<0.01%+7113F-HRTimeline
Horan Securities, Inc.2,766$256K0.1%+113F-HRTimeline
KOM Wealth Management Group, LLC2,765$256K0.19%013F-HRTimeline
SENTINEL TRUST CO LBA2,750$255K0.03%013F-HRTimeline
Howard Capital Management, LLC2,741$254K<0.01%+13913F-HRTimeline
ROVIN CAPITAL /UT/ /ADV2,709$251K0.09%-11713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,689$249K0.01%+10913F-HRTimeline
Clarius Group, LLC2,686$249K0.02%+213F-HRTimeline
Azimuth Capital Investment Management L…2,685$249K0.01%-15013F-HRTimeline
Callan Capital, LLC2,649$245K0.02%-12713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,646$245K0.01%-56213F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,623$243K0.01%-4413F-HRTimeline
Aveo Capital Partners, LLC2,619$243K0.03%-3913F-HRTimeline
SAPIENT CAPITAL LLC2,605$241K<0.01%+3513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,604$241K<0.01%-9313F-HRTimelineGroup
GHP Investment Advisors, Inc.2,597$241K0.01%-14613F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.2,582$239K0.02%013F-HRTimeline
Premier Path Wealth Partners, LLC2,579$239K0.04%-5213F-HRTimeline
SHELTON CAPITAL MANAGEMENT2,559$237K0.01%013F-HRTimeline
CW Advisors, LLC2,545$236K<0.01%new13F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC2,537$235K0.04%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding2,537$235K0Timeline
KCM INVESTMENT ADVISORS LLC2,532$234K0.01%-35913F-HRTimeline
Laurel Wealth Advisors LLC2,530$234K0.04%-2513F-HRTimeline
Ausdal Financial Partners, Inc.2,526$234K0.02%new13F-HRTimeline
Stonebridge Capital Advisors LLC2,525$234K0.02%-64113F-HRTimeline
Charter Oak Capital Management, LLC2,524$234K0.02%-213F-HRTimeline
Custos Family Office, LLC2,515$233K0.08%new13F-HRTimeline
Sterling Financial Planning, Inc.2,513$233K0.09%+1313F-HRTimeline
GKV Capital Management Co., Inc.2,500$232K0.09%13F-HRTimeline
Aventura Private Wealth, LLC2,491$231K0.12%13F-HRTimeline
SPINNAKER TRUST2,490$231K0.01%+10013F-HRTimeline
SYON CAPITAL LLC2,489$231K0.02%new13F-HRTimeline
First National Trust Co2,488$230K0.01%-11413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,484$230K0.01%+32713F-HRTimeline
Wealthspire Advisors, LLC2,465$228K<0.01%+19013F-HRTimeline
MANNING & NAPIER ADVISORS LLC2,464$228K<0.01%+4013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC2,471$228K<0.01%-2,83113F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,457$228K<0.01%new13F-HRTimelineGroup
FARMERS TRUST CO2,450$227K0.04%-1313F-HRTimeline
Prospera Financial Services Inc2,443$227K0.01%-2913F-HRTimeline
Sky Investment Group LLC2,441$226K0.04%-5713F-HRTimeline
BRIGHTON JONES LLC2,440$226K0.01%-7213F-HR/ATimeline
PKS Advisory Services, LLC2,439$226K0.06%13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,433$225K0.01%-613F-HRTimelineGroup
COURIER CAPITAL LLC2,416$224K0.02%-59913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,404$223K0.01%+11313F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO2,378$220K0.01%-12513F-HRTimeline
Capital Advantage, Inc.2,374$220K0.04%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…2,372$220K0.03%+513F-HRTimeline
MAIRS & POWER INC2,363$219K<0.01%+43513F-HRTimeline
GREAT LAKES ADVISORS, LLC2,348$217K<0.01%-10413F-HRTimeline
LMCG INVESTMENTS, LLC2,343$217K0.01%-11013F-HRTimeline
Sentry LLC2,341$217K0.04%013F-HRTimeline
Baader Bank Aktiengesellschaft2,336$216K0.02%013F-HRTimeline
Dynamic Advisor Solutions LLC2,325$215K0.01%-72513F-HRTimeline
Sabal Trust CO2,303$213K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.2,300$213K0.02%013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC2,297$213K0.01%+15413F-HRTimeline
New Age Alpha Advisors, LLC2,296$213K0.01%new13F-HR/ATimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…2,293$212K<0.01%-1,31913F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC2,283$211K0.02%013F-HRTimeline
Vestmark Advisory Solutions, Inc.2,275$211K0.01%-1913F-HRTimeline
Asset Dedication, LLC2,268$210K0.02%-1713F-HRTimeline
Interchange Capital Partners, LLC2,267$210K0.08%013F-HRTimeline
Carolina Wealth Advisors, LLC2,265$210K0.11%+1,75913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,262$209K0.09%013F-HRTimeline
Longboard Asset Management, LP2,261$209K0.55%13F-HRTimeline
First City Capital Management, Inc.2,250$208K0.11%-15013F-HRTimeline
Reynders McVeigh Capital Management, LLC2,247$208K0.01%+14513F-HRTimeline
MSH Capital Advisors LLC2,240$207K0.07%-20013F-HRTimeline
Blue Trust, Inc.2,235$207K<0.01%-87213F-HR/ATimeline
Avestar Capital, LLC2,228$206K0.02%+14313F-HRTimeline
Montis Financial, LLC2,216$205K0.06%+11013F-HRTimeline
HANCOCK WHITNEY CORP2,212$205K0.01%-5913F-HRTimeline
Tyche Wealth Partners LLC2,207$204K0.04%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,207$204K0.01%+10013F-HRTimeline
Court Place Advisors, LLC2,206$204K0.07%-31613F-HRTimeline
HARBOUR INVESTMENTS, INC.2,201$204K0.01%+2713F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT2,195$203K0.01%013F-HRTimeline
Haverford Trust Co2,178$202K<0.01%-15013F-HRTimeline
Procyon Advisors, LLC2,168$201K0.01%-1013F-HRTimeline
Atlatl Advisers LLC2,108$195K0.11%13F-HRTimeline
Manchester Capital Management LLC2,050$190K0.02%+913F-HRTimeline
Headlands Technologies LLC2,035$188K0.02%new13F-HRTimeline
Smartleaf Asset Management LLC2,017$187K0.02%+51113F-HRTimeline
Anchor Investment Management, LLC2,015$187K0.02%-50013F-HRTimeline
Van Hulzen Asset Management, LLC2,000$185K0.01%013F-HRTimeline
ADIRONDACK TRUST CO1,973$183K0.07%-30013F-HRTimeline
Citizens National Bank Trust Department1,961$182K0.04%013F-HRTimeline
State of Wyoming1,956$181K0.02%-38113F-HRTimeline
Grove Bank & Trust1,917$178K0.02%+3913F-HRTimeline
USA FINANCIAL FORMULAS1,880$174K0.03%new13F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding1,869$173KnewTimeline
North Star Investment Management Corp.1,831$170K0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,822$169K0.13%013F-HR/ATimeline
FIRST FINANCIAL CORP /IN/1,703$158K0.07%+413F-HRTimeline
IFP Advisors, Inc1,676$155K0.01%+13613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,655$153K0.01%013F-HRTimeline
WEBSTER BANK, N. A.1,654$153K0.02%013F-HRTimeline
Smithfield Trust Co1,660$152K0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators1,632$151K0.07%-1713F-HRTimeline
Bank of New Hampshire1,565$145K0.04%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,531$142K0.05%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,452$139K0.01%-22213F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,480$137K0.02%013F-HRTimeline
Wingate Wealth Advisors, Inc.1,463$135K0.13%13F-HRTimeline
Acropolis Investment Management, LLC1,439$133K0.01%013F-HRTimeline
GeoWealth Management, LLC1,423$132K<0.01%-22813F-HRTimeline
Farther Finance Advisors, LLC1,379$128K<0.01%-24013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,366$127K0.06%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,366$127K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,364$126K0.02%+1,35013F-HRTimeline
AllSquare Wealth Management LLC1,350$125K0.07%013F-HRTimeline
Quent Capital, LLC1,338$124K0.01%013F-HRTimeline
Financial Life Planners1,337$124K0.1%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,325$123K<0.01%+84913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,299$120K<0.01%+39213F-HRTimelineGroup
CVA Family Office, LLC1,298$120K0.02%+5213F-HRTimeline
STEPH & CO1,261$117K0.04%013F-HRTimeline
Cromwell Holdings LLC1,216$113K0.06%013F-HRTimeline
Geneos Wealth Management Inc.1,200$111K<0.01%-12913F-HRTimeline
Bangor Savings Bank1,172$109K0.01%013F-HRTimeline
Brooklyn Investment Group1,171$108K0.03%+18513F-HRTimeline
Estabrook Capital Management1,146$106K0.02%013F-HRTimeline
Parvin Asset Management, LLC1,112$103K0.11%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,103$102K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management1,097$102K0.02%+15013F-HRTimeline
Ulland Investment Advisors, LLC1,071$99K0.06%013F-HRTimeline
Parallax Volatility Advisers, L.P.1,065$98.6K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…1,041$96.4K0.03%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,029$95.3K0.02%013F-HRTimeline
Gen-Wealth Partners Inc1,025$94.9K0.04%013F-HRTimeline
Clearstead Trust, LLC1,006$93.1K0.02%+313F-HRTimeline
Spurstone Advisory Services, LLC1,000$92.6K1.76%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.959$88.8K0.01%-213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC940$87.1K<0.01%-45813F-HRTimeline
Venturi Wealth Management, LLC927$85.9K<0.01%+64013F-HRTimeline
Leonteq Securities AG905$83.8K0.01%+5413F-HRTimeline
Parkside Financial Bank & Trust903$83.6K0.01%+1813F-HRTimeline
Independence Bank of Kentucky901$83.4K0.01%013F-HRTimeline
HALL LAURIE J TRUSTEE892$83K0.03%013F-HRTimeline
Piscataqua Savings Bank857$79.4K0.07%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC833$77.1K0.04%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC822$76.1K0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd822$76K0.01%013F-HRTimeline
Navera Investment Management Ltd.800$74.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC781$72K<0.01%+6413F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.776$71.9K0.02%new13F-HRTimeline
Eagle Bay Advisors LLC760$70.3K0.04%-7713F-HRTimeline
ESL Trust Services, LLC750$69.5K0.02%new13F-HRTimeline
Center for Financial Planning, Inc.749$69.4K0.01%-313F-HRTimeline
Sawyer & Company, Inc750$69K0.03%new13F-HRTimeline
Pacifica Partners Inc.741$68.3K0.03%013F-HRTimeline
SBI Securities Co., Ltd.737$68.3K<0.01%13F-HRTimeline
Cassady Schiller Wealth Management, LLC736$68.2K0.03%+3713F-HRTimeline
FIRST COMMUNITY TRUST NA736$68.2K0.05%+6113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC724$67K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…718$66.5K0.01%+22613F-HRTimeline
CoreCap Advisors, LLC716$66.3K<0.01%+613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC716$66.3K0.03%013F-HRTimeline
Rise Advisors, LLC716$66.3K0.03%+413F-HRTimeline
POM Investment Strategies, LLC712$65.9K0.05%013F-HRTimeline
OAKMONT Corp705$65.3K0.01%013F-HRTimeline
Strengthening Families & Communities, L…702$65K0.04%013F-HRTimeline
HOERTKORN RICHARD CHARLES682$63.2K0.03%013F-HRTimeline
Indiana Trust & Investment Management Co676$62.6K0.02%+2613F-HRTimeline
Coppell Advisory Solutions LLC668$61.9K0.01%+6913F-HRTimeline
City State Bank657$60.8K0.02%-9113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC650$60.2K0.02%013F-HRTimeline
Key Financial Inc635$58.8K0.01%013F-HRTimeline
Avior Wealth Management, LLC633$58.6K<0.01%-413F-HRTimeline
Versant Capital Management, Inc632$58.5K0.01%+47813F-HRTimeline
WPG Advisers, LLC630$58.3K0.05%13F-HRTimeline
CoreFirst Bank & Trust623$57.7K0.03%013F-HRTimeline
Arax Advisory Partners619$57.5K<0.01%+19213F-HRTimeline
Bullock Wealth Management Group611$56.6K0.03%-1113F-HRTimeline
MONETARY MANAGEMENT GROUP INC596$55.2K0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P597$55K<0.01%new13F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.575$53.3K0.03%013F-HRTimeline
Pinnacle Bancorp, Inc.572$53K0.02%+6513F-HRTimeline
Hopwood Financial Services, Inc.562$52K0.04%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…558$51.7K0.01%-513F-HRTimeline
JNBA Financial Advisors553$51.2K0.01%013F-HRTimeline
R Squared Ltd530$49.1K0.05%13F-HRTimeline
Hilltop National Bank518$48K0.01%013F-HRTimeline
Beacon Capital Management, LLC516$47.8K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA508$47K0.01%-19213F-HRTimeline
Cypress Capital Management LLC (WY)500$46.3K0.05%-10013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.500$46.3K0.02%+213F-HRTimeline
JFS WEALTH ADVISORS, LLC492$45.6K<0.01%-2713F-HRTimeline
Capital Advisors, Ltd. LLC473$44K0.01%013F-HRTimeline
Caitong International Asset Management …459$42.5K0.04%13F-HR/ATimeline
Maia Wealth LLC450$41.7K0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.450$41.7K0.04%13F-HRTimeline
First Command Advisory Services, Inc.448$41.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV447$41.4K<0.01%+113F-HRTimeline
Mowery & Schoenfeld Wealth Management, …442$40.9K0.08%+37213F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.438$40.6K<0.01%+36113F-HRTimelineGroup
Ransom Advisory, Ltd436$40.4K0.02%-10013F-HRTimeline