Skip to content
Disclosery

OTIS OTIS WORLDWIDE CORP

Follow

Stock (common), issuer CIK 1781335

1,245 managers (1,272 13F filers) reported a position in OTIS shares at 2025-06-30, 352,002,681 shares in all. 108 filers opened a position and 80 filers sold out during the quarter.

Managers
1,245
13F filers
1,272
New
108
Added
410
Reduced
463
Sold out
80
Shares held by filers
352,002,681

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FORTRESS PRIVATE LEDGER, LLC2,902$287K0.13%+88913F-HRTimeline
GREAT LAKES ADVISORS, LLC2,893$286K<0.01%+16513F-HRTimeline
MGO ONE SEVEN LLC2,878$285K0.01%new13F-HRTimeline
Aprio Wealth Management, LLC2,856$283K0.03%-1,08013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,853$283K0.04%013F-HRTimeline
Sierra Legacy Group2,850$282K0.22%-5013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,845$282K0.01%-12913F-HRTimeline
Aull & Monroe Investment Management Corp2,845$282K0.15%-1,32513F-HRTimeline
Riverwater Partners LLC2,843$282K0.13%-4213F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,839$281K0.02%-3,62813F-HRTimeline
Cyndeo Wealth Partners, LLC2,838$281K0.02%013F-HRTimeline
S.A. Mason LLC2,817$279K0.13%-6613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,814$279K<0.01%-5313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,806$278K0.01%+3713F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC2,802$277K<0.01%-113F-HRTimeline
New England Capital Financial Advisors …2,793$277K0.13%+813F-HRTimeline
CWA Asset Management Group, LLC2,789$276K0.01%+25213F-HRTimeline
FORBES J M & CO LLP2,781$275K0.03%-2313F-HRTimeline
Composition Wealth, LLC2,778$275K<0.01%+5413F-HRTimeline
Horan Securities, Inc.2,770$274K0.1%+213F-HRTimeline
KOM Wealth Management Group, LLC2,765$274K0.22%013F-HRTimeline
Bard Financial Services, Inc.2,765$274K0.03%-28513F-HRTimeline
Blueshift Asset Management, LLC2,759$273K0.08%new13F-HRTimeline
SENTINEL TRUST CO LBA2,752$273K0.03%-213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,747$272K0.01%-2213F-HRTimelineGroup
DOVER ADVISORS, LLC2,702$268K0.12%-23513F-HRTimeline
SPINNAKER TRUST2,690$266K0.02%013F-HRTimeline
Charter Oak Capital Management, LLC2,676$265K0.02%+15713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,673$265K0.01%+18913F-HRTimeline
Laurel Wealth Advisors LLC2,668$264K0.04%+13813F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…2,668$264K0.01%-68013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,667$264K0.01%+15913F-HRTimeline
Howard Capital Management, LLC2,662$264K<0.01%+28513F-HRTimeline
Mengis Capital Management, Inc.2,650$262K0.06%new13F-HRTimeline
AlphaCore Capital LLC2,644$262K0.01%new13F-HRTimeline
Stonebridge Capital Advisors LLC2,643$262K0.02%-9513F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding2,633$261K-214Timeline
MISSION WEALTH MANAGEMENT, LP2,607$258K0.01%+2213F-HRTimeline
Douglas Lane & Associates, LLC2,588$256K<0.01%-16613F-HRTimeline
SAPIENT CAPITAL LLC2,583$256K<0.01%-713F-HRTimeline
Dynamic Advisor Solutions LLC2,582$256K0.01%-11513F-HRTimeline
PKS Advisory Services, LLC2,575$255K0.06%+12113F-HRTimeline
COURIER CAPITAL LLC2,566$254K0.02%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,563$254K<0.01%-2013F-HRTimeline
SeaCrest Wealth Management, LLC2,558$253K0.03%-2013F-HRTimeline
Prospera Financial Services Inc2,551$253K<0.01%+10813F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC2,537$251K0.04%013F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC2,532$251K0.17%-44313F-HRTimeline
MBB PUBLIC MARKETS I LLC2,525$250K0.03%-58813F-HRTimeline
Sterling Financial Planning, Inc.2,513$249K0.08%013F-HRTimeline
Bragg Financial Advisors, Inc2,511$249K0.01%-23713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,501$248K0.01%-8513F-HRTimelineGroup
GHP Investment Advisors, Inc.2,500$248K0.01%-10913F-HRTimeline
CHEMUNG CANAL TRUST CO2,500$248K0.05%-52613F-HRTimeline
Alberta Investment Management Corp2,500$248K<0.01%-171,77113F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,497$247K<0.01%-6113F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding2,492$247K-45Timeline
Lombard Odier Asset Management (USA) Co…2,475$245K0.06%new13F-HRTimeline
Versor Investments LP2,473$245K0.04%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC2,464$244K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,462$244K0.01%new13F-HRTimeline
Brooklyn Investment Group2,456$243K0.03%+27413F-HR/ATimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC2,455$243K0.02%-23513F-HRTimeline
111 Capital2,440$242K0.04%new13F-HRTimeline
Sky Investment Group LLC2,434$241K0.04%-213F-HRTimeline
Wealthspire Advisors, LLC2,425$240K<0.01%+20113F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,418$239K0.01%+8213F-HRTimeline
FARMERS TRUST CO2,417$239K0.04%013F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS2,413$239K<0.01%-28,16213F-HRTimelineGroup
Parcion Private Wealth LLC2,411$239K0.02%new13F-HRTimeline
Claret Asset Management Corp2,408$238K0.03%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,402$238K0.01%-4413F-HRTimeline
Proficio Capital Partners LLC2,392$237K0.01%+27313F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,388$236K0.01%-20213F-HRTimeline
Intrua Financial, LLC2,383$236K0.03%-29313F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,369$235K0.05%new13F-HRTimeline
MSH Capital Advisors LLC2,362$234K0.07%+12213F-HRTimeline
WASHINGTON TRUST Co2,356$233K0.01%-50213F-HRTimeline
Capital Advantage, Inc.2,354$233K0.04%-2013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co2,353$233K0.01%-3,69513F-HRTimelineGroup
Interchange Capital Partners, LLC2,343$232K0.05%+6313F-HR/ATimeline
Sentry LLC2,341$232K0.05%013F-HRTimeline
LMCG INVESTMENTS, LLC2,341$232K0.01%013F-HRTimeline
First Horizon Advisors, Inc.2,332$231K0.01%+30013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,333$231K0.06%+7713F-HRTimeline
Patriot Financial Group Insurance Agenc…2,320$230K0.03%-5913F-HRTimeline
Clarius Group, LLC2,320$230K0.01%-38013F-HRTimeline
BENNETT SELBY INVESTMENTS LP2,301$228K0.08%+13013F-HRTimeline
Washington Trust Advisors, Inc.2,300$228K0.02%013F-HRTimeline
Compound Planning, Inc.2,288$227K0.01%-75313F-HRTimeline
Silicon Valley Capital Partners2,272$225K0.02%013F-HRTimeline
STOCK YARDS BANK & TRUST CO2,268$225K0.01%+1513F-HRTimeline
CENTAURUS FINANCIAL, INC.2,267$224K0.01%-2113F-HRTimeline
Longboard Asset Management, LP2,261$224K0.56%013F-HRTimeline
GKV Capital Management Co., Inc.2,250$223K0.1%013F-HRTimeline
IFP Advisors, Inc2,246$222K0.01%-8,81213F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.2,540$222K0.15%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,227$221K0.01%+7713F-HRTimelineGroup
First National Trust Co2,223$220K0.01%-8313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,214$219K0.02%new13F-HRTimelineGroup
Aventura Private Wealth, LLC2,209$219K0.09%-41413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,198$218K0.09%-6413F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT2,193$217K0.01%013F-HRTimeline
Full Sail Capital, LLC2,185$216K0.01%new13F-HRTimeline
Asset Dedication, LLC2,184$216K0.02%+313F-HRTimeline
MJP ASSOCIATES INC /ADV2,183$216K0.03%+4513F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC2,179$216K0.04%-2,03413F-HRTimeline
Members Trust Co2,179$216K0.01%-47713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,176$215K0.02%-10713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…2,174$215K<0.01%-8,17613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,164$214K0.01%-4613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,160$214K0.04%-513F-HRTimeline
Montis Financial, LLC2,156$214K0.06%013F-HRTimeline
Pavion Blue Capital, LLC2,151$213K0.09%013F-HRTimeline
Pure Financial Advisors, LLC2,132$211K<0.01%+18113F-HRTimeline
MAIRS & POWER INC2,128$211K<0.01%-7613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,127$211K0.01%-1513F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/2,127$211K<0.01%-59713F-HRTimeline
Dynamic Technology Lab Private Ltd2,121$210K0.03%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,103$208K0.02%-4713F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC2,103$208K0.01%new13F-HRTimeline
Berkshire Money Management, Inc.2,100$208K0.02%+10013F-HRTimeline
NewEdge Wealth, LLC2,378$208K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.2,097$208K0.01%-2,11413F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp2,075$205K0.02%013F-HRTimelineGroup
Tyche Wealth Partners LLC2,055$203K0.04%-15013F-HRTimeline
GM Advisory Group, LLC2,038$202K0.01%new13F-HRTimeline
PDS Planning, Inc2,027$201K0.01%+6813F-HRTimeline
Court Place Advisors, LLC2,022$200K0.06%-5013F-HRTimeline
Institute for Wealth Management, LLC.2,020$200K0.02%-2213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,886$186K<0.01%-9,11313F-HRTimelineGroup
Manchester Capital Management LLC1,866$185K0.02%-15213F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,850$183K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.1,832$181K0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC180,414$180K0.26%+178,59213F-HR/ATimeline
Deseret Mutual Benefit Administrators1,729$171K0.08%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,672$166K0.07%-413F-HRTimeline
Icon Wealth Advisors, LLC1,668$165K0.01%new13F-HRTimeline
Smithfield Trust Co1,660$164K0.01%013F-HRTimeline
ADIRONDACK TRUST CO1,643$163K0.06%-28013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,628$161K0.01%013F-HRTimeline
Citizens National Bank Trust Department1,610$159K0.03%-34613F-HRTimeline
Arax Advisory Partners1,596$158K0.01%-12813F-HRTimeline
Bank of New Hampshire1,590$157K0.04%+2513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,431$142K0.04%013F-HRTimeline
Blue Trust, Inc.1,431$142K<0.01%-1,02413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,419$140K0.01%+18813F-HRTimelineGroup
Smartleaf Asset Management LLC1,434$140K0.01%-68113F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,380$137K0.02%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,366$135K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,364$135K0.02%013F-HRTimeline
AllSquare Wealth Management LLC1,350$134K0.08%013F-HRTimeline
Parkside Financial Bank & Trust1,339$133K0.01%+51013F-HRTimeline
CVA Family Office, LLC1,333$132K0.02%-3513F-HRTimeline
WEBSTER BANK, N. A.1,318$131K0.01%-27513F-HRTimeline
Wealth Preservation Advisors, LLC1,291$128K0.08%013F-HRTimeline
Cromwell Holdings LLC1,282$127K0.08%+4713F-HRTimeline
Bangor Savings Bank1,272$126K0.01%+10013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,266$125K0.06%013F-HRTimeline
STEPH & CO1,261$125K0.04%013F-HRTimeline
Anchor Investment Management, LLC1,213$120K0.01%-20213F-HRTimeline
MUFG Securities EMEA plc1,168$116K0.01%new13F-HR/ATimeline
Parvin Asset Management, LLC1,112$110K0.11%013F-HRTimeline
Hanson & Doremus Investment Management1,097$109K0.01%013F-HRTimeline
Covestor Ltd1,082$107K0.06%-20113F-HRTimeline
Ulland Investment Advisors, LLC1,071$106K0.08%013F-HRTimeline
CYBER HORNET ETFs LLC1,064$105K0.08%new13F-HRTimeline
Atlantic Edge Private Wealth Management…1,041$103K0.03%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,034$102K0.01%new13F-HR/ATimeline
GeoWealth Management, LLC1,033$102K<0.01%+60513F-HRTimeline
Gen-Wealth Partners Inc1,025$101K0.04%013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC1,024$101K<0.01%new13F-HR/ATimelineGroup
Cherry Tree Wealth Management, LLC1,011$100K0.02%-1813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC988$98K<0.01%013F-HRTimelineGroup
Estabrook Capital Management982$97.2K0.01%-16413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.971$96.1K0.01%+113F-HRTimeline
Grove Bank & Trust958$94.9K0.01%013F-HRTimeline
Point72 (DIFC) Ltd926$91.7K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC921$90K0.01%+8813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC873$86.4K<0.01%-22513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…866$85.8K0.01%+3813F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC833$82.5K0.04%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC822$81.4K0.01%013F-HRTimeline
Piscataqua Savings Bank822$81.4K0.07%-1513F-HRTimeline
JTC Employer Solutions Trustee Ltd822$81K0.01%013F-HRTimeline
New Age Alpha Advisors, LLC814$80.6K<0.01%-513F-HRTimeline
Independence Bank of Kentucky811$80.3K0.01%013F-HRTimeline
Clearstead Trust, LLC805$79.7K0.02%013F-HRTimeline
Rise Advisors, LLC802$79.4K0.03%+7313F-HRTimeline
Costello Asset Management, INC800$79.2K0.03%+3113F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …800$79.2K<0.01%+10013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.776$76.8K0.02%013F-HRTimeline
City State Bank757$75K0.02%013F-HRTimeline
ESL Trust Services, LLC750$74.3K0.02%013F-HRTimeline
Essential Partners LLC741$73.4K0.03%13F-HRTimeline
Opal Wealth Advisors, LLC734$72.7K0.02%013F-HRTimeline
Pacifica Partners Inc.741$72.3K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.731$72K<0.01%+38413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BELLEVUE ASSET MANAGEMENT, LLC716$70.9K0.03%013F-HRTimeline
Center for Financial Planning, Inc.710$70.3K0.01%-3013F-HRTimeline