Skip to content
Disclosery

OTIS OTIS WORLDWIDE CORP

Follow

Stock (common), issuer CIK 1781335

1,219 managers (1,247 13F filers) reported a position in OTIS shares at 2025-03-31, 356,790,660 shares in all. 106 filers opened a position and 98 filers sold out during the quarter.

Managers
1,219
13F filers
1,247
New
106
Added
402
Reduced
476
Sold out
98
Shares held by filers
356,790,660

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Bragg Financial Advisors, Inc2,748$284K0.01%-11913F-HRTimeline
Stonebridge Capital Advisors LLC2,738$283K0.02%+21313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,729$282K0.01%-14413F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC2,728$282K<0.01%+38013F-HRTimeline
Composition Wealth, LLC2,724$281K0.01%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/2,724$281K0.01%-57713F-HRTimeline
Montecito Bank & Trust2,717$280K0.05%-6013F-HRTimeline
Clarius Group, LLC2,700$279K0.02%+1413F-HRTimeline
Dynamic Advisor Solutions LLC2,697$278K0.01%+37213F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC2,690$278K0.02%-10013F-HRTimeline
SPINNAKER TRUST2,690$278K0.02%+20013F-HRTimeline
Intrua Financial, LLC2,676$276K0.04%-62813F-HRTimeline
Members Trust Co2,656$274K0.01%+213F-HRTimeline
Aventura Private Wealth, LLC2,623$271K0.14%+13213F-HRTimeline
GHP Investment Advisors, Inc.2,609$269K0.01%+1213F-HRTimeline
SAPIENT CAPITAL LLC2,590$267K0.01%-1513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,590$267K0.01%-5613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,586$267K0.01%-27413F-HRTimelineGroup
LMR Partners LLPin group LMR Partners LLP2,586$267K0.01%new13F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP2,585$267K0.01%-37013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,583$267K<0.01%-62513F-HRTimeline
SeaCrest Wealth Management, LLC2,578$266K0.03%-20213F-HRTimeline
COURIER CAPITAL LLC2,566$265K0.02%+15013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,566$265K0.01%new13F-HRTimeline
Schechter Investment Advisors, LLC2,560$264K0.02%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,558$264K<0.01%-4613F-HRTimelineGroup
Chicago Partners Investment Group LLC2,710$264K0.01%new13F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.2,540$262K0.22%13F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC2,537$262K0.05%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding2,537$262K0Timeline
CWA Asset Management Group, LLC2,537$262K0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC2,530$261K0.04%013F-HRTimeline
Charter Oak Capital Management, LLC2,519$260K0.02%-513F-HRTimeline
Sterling Financial Planning, Inc.2,513$259K0.09%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,508$259K0.01%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT2,489$257K0.01%-7013F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,487$257K0.01%-4513F-HRTimeline
Frank, Rimerman Advisors LLC2,486$257K0.02%-1,28713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,484$256K0.01%-13913F-HRTimeline
MANNING & NAPIER ADVISORS LLC2,464$254K<0.01%013F-HRTimeline
Blue Trust, Inc.2,455$253K<0.01%+22013F-HRTimeline
PKS Advisory Services, LLC2,454$253K0.07%+1513F-HRTimeline
Prospera Financial Services Inc2,443$253K0.01%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,446$252K0.01%-3813F-HRTimeline
Sky Investment Group LLC2,436$251K0.05%-513F-HRTimeline
FARMERS TRUST CO2,417$249K0.05%-3313F-HRTimeline
Venturi Wealth Management, LLC2,404$248K0.01%+1,47713F-HRTimeline
Seascape Capital Management2,385$246K0.09%-31,74513F-HRTimeline
Patriot Financial Group Insurance Agenc…2,379$246K0.03%+713F-HRTimeline
Howard Capital Management, LLC2,377$245K0.01%-36413F-HRTimeline
Baader Bank Aktiengesellschaft2,348$242K0.02%+1213F-HRTimeline
Sentry LLC2,341$242K0.05%013F-HRTimeline
LMCG INVESTMENTS, LLC2,341$242K0.02%-213F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,336$241K0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.2,323$240K<0.01%-79913F-HRTimeline
First National Trust Co2,306$238K0.01%-18213F-HRTimeline
Sabal Trust CO2,303$238K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.2,300$237K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,288$236K0.01%-60013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,283$236K0.02%013F-HRTimeline
Interchange Capital Partners, LLC2,280$235K0.07%+1313F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,262$233K0.11%013F-HRTimeline
Longboard Asset Management, LP2,261$233K0.69%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,256$233K0.07%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO2,253$233K0.01%-12513F-HRTimeline
GKV Capital Management Co., Inc.2,250$232K0.12%-25013F-HR/ATimeline
Silicon Valley Capital Partners2,272$232K0.03%+2,27213F-HRTimeline
MSH Capital Advisors LLC2,240$231K0.07%013F-HRTimeline
EntryPoint Capital, LLC2,237$231K0.11%new13F-HRTimeline
Wealthspire Advisors, LLC2,224$229K<0.01%-24113F-HRTimeline
HARBOUR INVESTMENTS, INC.2,210$228K0.01%+913F-HRTimeline
Tyche Wealth Partners LLC2,205$228K0.05%-213F-HRTimeline
MAIRS & POWER INC2,204$227K<0.01%-15913F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT2,193$226K0.01%-213F-HRTimeline
Brooklyn Investment Group2,182$225K0.05%+1,01113F-HRTimeline
Asset Dedication, LLC2,181$225K0.02%-8713F-HRTimeline
Perbak Capital Partners LLP2,177$225K0.17%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,175$224K0.01%-25813F-HRTimelineGroup
BENNETT SELBY INVESTMENTS LP2,171$224K0.09%new13F-HRTimeline
HANCOCK WHITNEY CORP2,166$224K0.01%-4613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,165$223K0.05%new13F-HRTimeline
Montis Financial, LLC2,156$223K0.07%-6013F-HRTimeline
Pavion Blue Capital, LLC2,151$222K0.11%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,150$222K0.02%new13F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp2,150$222K0.01%-65913F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC2,142$221K0.01%new13F-HRTimelineGroup
MJP ASSOCIATES INC /ADV2,138$221K0.04%new13F-HRTimeline
Capital Advantage, Inc.2,374$220K0.04%013F-HRTimeline
Proficio Capital Partners LLC2,119$219K0.02%new13F-HRTimeline
Smartleaf Asset Management LLC2,115$216K0.02%+9813F-HRTimeline
CONNING INC.in group CONNING INC.2,088$215K0.01%new13F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp2,075$214K0.02%new13F-HRTimelineGroup
Court Place Advisors, LLC2,072$214K0.07%-13413F-HRTimeline
Integrated Advisors Network LLC2,063$213K0.01%new13F-HRTimeline
Bridgewater Advisors Inc.2,241$213K0.02%new13F-HRTimeline
US FINANCIAL ADVISORS, LLC2,054$212K0.06%new13F-HRTimeline
Haverford Trust Co2,053$212K<0.01%-12513F-HRTimeline
Institute for Wealth Management, LLC.2,042$211K0.03%new13F-HRTimeline
First Horizon Advisors, Inc.2,032$210K0.01%-2,15113F-HRTimeline
Manchester Capital Management LLC2,018$208K0.03%-3213F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC2,013$208K0.12%new13F-HRTimeline
CULLINAN ASSOCIATES INC2,000$206K0.01%new13F-HRTimeline
Berkshire Money Management, Inc.2,000$206K0.02%new13F-HRTimeline
Van Hulzen Asset Management, LLC2,000$206K0.02%013F-HRTimeline
MARATHON CAPITAL MANAGEMENT1,999$206K0.05%new13F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,995$206K<0.01%new13F-HRTimelineGroup
Plancorp, LLC1,984$205K0.01%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC1,983$205K<0.01%-28,65413F-HR/ATimelineGroup
Fractal Investments LLC1,979$204K0.03%new13F-HRTimeline
Azimuth Capital Investment Management L…1,970$203K0.01%-71513F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,968$203K0.09%new13F-HRTimelineGroup
COMMERZBANK AKTIENGESELLSCHAFT /FI1,965$203K<0.01%new13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC2,152$203K0.02%new13F-HRTimelineGroup
Wescott Financial Advisory Group, LLC1,963$203K0.02%new13F-HRTimeline
PDS Planning, Inc1,959$202K0.02%new13F-HRTimeline
Citizens National Bank Trust Department1,956$202K0.04%-513F-HRTimeline
Pure Financial Advisors, LLC1,951$201K<0.01%new13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC1,944$201K0.01%new13F-HRTimeline
ADIRONDACK TRUST CO1,923$198K0.08%-5013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,850$191K<0.01%-57,00013F-HRTimelineGroup
North Star Investment Management Corp.1,832$189K0.01%+113F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,822$188K0.15%013F-HR/ATimeline
Deseret Mutual Benefit Administrators1,729$178K0.09%+9713F-HRTimeline
Arax Advisory Partners1,724$178K0.01%+1,10513F-HRTimeline
FIRST FINANCIAL CORP /IN/1,676$173K0.08%-2713F-HRTimeline
Smithfield Trust Co1,660$170K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,628$168K0.02%-2713F-HRTimeline
WEBSTER BANK, N. A.1,593$164K0.02%-6113F-HRTimeline
Bank of New Hampshire1,565$162K0.04%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,431$148K0.05%-10013F-HRTimeline
Anchor Investment Management, LLC1,415$146K0.01%-60013F-HRTimeline
Acropolis Investment Management, LLC1,398$144K0.01%-4113F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,380$142K0.02%-10013F-HRTimeline
CVA Family Office, LLC1,368$141K0.02%+7013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,366$141K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,364$141K0.02%013F-HRTimeline
AllSquare Wealth Management LLC1,350$139K0.08%013F-HRTimeline
Financial Life Planners1,342$139K0.13%+513F-HRTimeline
Wealth Preservation Advisors, LLC1,291$133K0.1%13F-HRTimeline
Covestor Ltd1,283$132K0.09%+1,04713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,266$131K0.06%-10013F-HRTimeline
STEPH & CO1,261$130K0.05%013F-HRTimeline
Cromwell Holdings LLC1,235$127K0.08%+1913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,231$127K<0.01%-6813F-HRTimelineGroup
Quent Capital, LLC1,172$121K0.01%-16613F-HRTimeline
Bangor Savings Bank1,172$121K0.01%013F-HRTimeline
Estabrook Capital Management1,146$118K0.02%013F-HRTimeline
Parvin Asset Management, LLC1,112$115K0.13%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,103$114K0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,098$113K<0.01%+15813F-HRTimeline
Hanson & Doremus Investment Management1,097$113K0.02%013F-HRTimeline
Ulland Investment Advisors, LLC1,071$111K0.09%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,053$109K<0.01%-27213F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,041$107K0.03%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,029$106K0.03%013F-HRTimeline
Gen-Wealth Partners Inc1,025$106K0.04%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC988$102K<0.01%+20713F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.970$100K0.01%+1113F-HRTimeline
Grove Bank & Trust958$98.9K0.01%-95913F-HRTimeline
Piscataqua Savings Bank837$86.4K0.08%-2013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC833$86K0.05%013F-HRTimeline
Parkside Financial Bank & Trust829$85.6K0.01%-7413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…828$85.5K0.01%+11013F-HRTimeline
VALLEY NATIONAL ADVISERS INC833$85K0.02%+64413F-HRTimeline
JTC Employer Solutions Trustee Ltd822$85K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC822$84.8K0.01%013F-HRTimeline
New Age Alpha Advisors, LLC819$84.5K<0.01%-1,47713F-HRTimeline
Independence Bank of Kentucky811$83.7K0.01%-9013F-HRTimeline
Clearstead Trust, LLC805$83.1K0.02%-20113F-HRTimeline
Navera Investment Management Ltd.800$82.6K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.776$80.1K0.02%013F-HRTimeline
Costello Asset Management, INC769$79.3K0.03%+50713F-HRTimeline
City State Bank757$78.1K0.03%+10013F-HRTimeline
ESL Trust Services, LLC750$77.4K0.02%013F-HRTimeline
Pacifica Partners Inc.741$77.2K0.04%013F-HRTimeline
Sawyer & Company, Inc750$77K0.03%013F-HRTimeline
CoreCap Advisors, LLC743$76.7K<0.01%+2713F-HRTimeline
Center for Financial Planning, Inc.740$76.4K0.01%-913F-HRTimeline
Opal Wealth Advisors, LLC734$75.7K0.02%new13F-HRTimeline
Rise Advisors, LLC729$75.2K0.03%+1313F-HRTimeline
GROUP ONE TRADING LLC727$75K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC716$73.9K0.04%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…705$72.8K<0.01%13F-HRTimeline
OAKMONT Corp705$72.8K0.01%013F-HRTimeline
Strengthening Families & Communities, L…702$72.4K0.04%013F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …700$72.2K<0.01%new13F-HRTimelineGroup
HOERTKORN RICHARD CHARLES682$70.4K0.03%013F-HRTimeline
Indiana Trust & Investment Management Co676$69.8K0.03%013F-HRTimeline
SBI Securities Co., Ltd.663$68.4K<0.01%-7413F-HRTimeline
North Capital, Inc.651$67.2K0.06%13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC650$67.1K0.02%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC640$66K0.01%-8413F-HRTimeline
Key Financial Inc635$65.5K0.01%013F-HRTimeline
Leonteq Securities AG634$65.4K<0.01%-27113F-HRTimeline
Golden State Wealth Management, LLC613$63.3K0.01%+24113F-HR/ATimeline
WPG Advisers, LLC600$61.9K0.06%-3013F-HRTimeline
Curat Global, LLC592$61.1K0.07%13F-HRTimeline
Abound Wealth Management587$60.6K0.02%+51513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.575$59.3K0.03%013F-HRTimeline
Bullock Wealth Management Group559$58.1K0.03%-5213F-HRTimeline