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Disclosery

OTIS OTIS WORLDWIDE CORP

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Stock (common), issuer CIK 1781335

1,223 managers (1,254 13F filers) reported a position in OTIS shares at 2025-09-30, 339,880,108 shares in all. 109 filers opened a position and 121 filers sold out during the quarter.

Managers
1,223
13F filers
1,254
New
109
Added
371
Reduced
505
Sold out
121
Shares held by filers
339,880,108

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MITCHELL MCLEOD PUGH & WILLIAMS INC2,991$273K0.04%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,986$273K0.01%-3313F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC2,982$273K0.02%-12513F-HRTimeline
AE Wealth Management LLC2,949$270K<0.01%-89613F-HRTimeline
Employees Retirement System of Texas2,947$269K<0.01%-23,50913F-HRTimeline
Farther Finance Advisors, LLC2,939$269K<0.01%-5713F-HRTimeline
Copeland Capital Management, LLC2,926$268K0.01%-7,85513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,912$266K0.01%-6613F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…2,912$266K0.01%-20013F-HRTimeline
MATHER GROUP, LLC.2,910$266K<0.01%-56013F-HRTimeline
Signature Wealth Management Partners, L…2,910$266K0.14%013F-HRTimeline
LCM Capital Management Inc2,902$265K0.13%-213F-HRTimeline
TWINBEECH CAPITAL LP2,883$264K0.01%-99,80013F-HRTimeline
Premier Path Wealth Partners, LLC2,883$264K0.03%-15313F-HRTimeline
DRW Securities, LLC2,882$263K0.01%-1,78613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,873$263K0.01%-2,25913F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,844$260K0.03%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,837$259K0.01%-7213F-HRTimeline
Crestwood Advisors Group, LLC2,832$259K<0.01%-38613F-HRTimeline
S.A. Mason LLC2,818$258K0.11%+113F-HRTimeline
FORBES J M & CO LLP2,810$257K0.02%+2913F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,805$256K0.04%-4813F-HRTimeline
RWA WEALTH PARTNERS, LLC2,802$256K<0.01%013F-HRTimeline
Cyndeo Wealth Partners, LLC2,793$255K0.01%-4513F-HRTimeline
MCDONALD PARTNERS LLC2,789$255K0.08%-15813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,776$254K<0.01%-3813F-HRTimeline
Aull & Monroe Investment Management Corp2,770$253K0.13%-7513F-HRTimeline
KOM Wealth Management Group, LLC2,765$253K0.19%013F-HRTimeline
Bard Financial Services, Inc.2,765$253K0.03%013F-HRTimeline
Howard Capital Management, LLC2,746$251K<0.01%+8413F-HRTimeline
Essential Partners LLC2,745$251K0.08%+2,00413F-HRTimeline
AlphaCore Capital LLC2,734$250K0.01%+9013F-HRTimeline
Charter Oak Capital Management, LLC2,734$250K0.02%+5813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,727$249K0.01%-11813F-HRTimeline
Riverwater Partners LLC2,724$249K0.1%-11913F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,710$248K0.01%-33413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,703$247K0.01%+9613F-HRTimeline
DOVER ADVISORS, LLC2,702$247K0.1%013F-HRTimeline
CAXTON ASSOCIATES LLP2,677$245K0.01%-2,09713F-HRTimeline
Calydon Capital2,676$245K0.04%-2,64013F-HRTimeline
Mengis Capital Management, Inc.2,650$242K0.05%013F-HRTimeline
Montecito Bank & Trust2,640$241K0.04%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,638$241K0.01%+53513F-HRTimeline
Stonebridge Capital Advisors LLC2,630$240K0.02%-1313F-HRTimeline
New England Capital Financial Advisors …2,628$240K0.1%-16513F-HRTimeline
PANAGORA ASSET MANAGEMENT INC2,627$240K<0.01%-5,02013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,618$239K<0.01%new13F-HR/ATimelineGroup
BENNETT SELBY INVESTMENTS LP2,606$238K0.08%+30513F-HRTimeline
FARMERS TRUST CO2,603$238K0.04%+18613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,603$238K<0.01%-20313F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC2,601$238K0.02%+42513F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding2,587$237K-46Timeline
Brooklyn Investment Group2,407$235K0.03%-4913F-HR/ATimeline
COURIER CAPITAL LLC2,566$235K0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,562$234K0.01%+10013F-HRTimeline
SAPIENT CAPITAL LLC2,564$234K<0.01%-1913F-HRTimeline
Acropolis Investment Management, LLC2,363$234K0.01%new13F-HRTimeline
DF DENT & CO INC2,555$234K<0.01%-1,53813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,548$233K0.01%-12513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,547$233K<0.01%-1613F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.2,540$232K0.16%013F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC2,537$232K0.04%013F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC2,532$232K0.14%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,527$231K<0.01%+2613F-HRTimelineGroup
Woodline Partners LP2,525$231K<0.01%new13F-HRTimeline
Dana Investment Advisors, Inc.2,520$230K0.01%new13F-HRTimeline
Sterling Financial Planning, Inc.2,513$230K0.07%013F-HRTimeline
Caerus Investment Advisors, LLC2,510$229K0.09%new13F-HRTimeline
PKS Advisory Services, LLC2,507$229K0.05%-6813F-HRTimeline
SIMPLEX TRADING, LLC2,509$229K0.01%-64213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,502$229K0.01%+10013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding2,492$228K0Timeline
Prospera Financial Services Inc2,486$228K<0.01%-6513F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC2,518$228K0.02%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,471$226K<0.01%-2613F-HRTimelineGroup
CHEMUNG CANAL TRUST CO2,470$226K0.05%-3013F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC2,455$224K0.04%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC2,424$222K<0.01%-4013F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS2,413$221K<0.01%013F-HRTimelineGroup
Inscription Capital, LLC2,386$218K0.02%-3,16213F-HRTimeline
Claret Asset Management Corp2,375$217K0.03%-3313F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,369$217K0.04%013F-HRTimeline
MSH Capital Advisors LLC2,362$216K0.06%013F-HRTimeline
Capital Advantage, Inc.2,355$215K0.03%+113F-HRTimeline
Dynamic Advisor Solutions LLC2,354$215K0.01%-22813F-HRTimeline
Sentry LLC2,341$214K0.05%013F-HRTimeline
LMCG INVESTMENTS, LLC2,341$214K0.01%013F-HRTimeline
Patton Albertson Miller Group, LLC2,341$214K0.03%new13F-HRTimeline
Sky Investment Group LLC2,318$212K0.04%-11613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,309$211K0.01%-7913F-HRTimeline
Washington Trust Advisors, Inc.2,300$210K0.02%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,293$210K0.03%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,285$209K<0.01%-38313F-HRTimeline
Patriot Financial Group Insurance Agenc…2,284$209K0.03%-3613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,274$208K<0.01%-38,60513F-HRTimelineGroup
Global Retirement Partners, LLC2,274$208K<0.01%-1,37813F-HRTimeline
Silicon Valley Capital Partners2,272$208K0.02%013F-HRTimeline
Summit Financial, LLC2,269$207K<0.01%new13F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…2,254$206K0.11%-65713F-HRTimelineGroup
Douglas Lane & Associates, LLC2,248$206K<0.01%-34013F-HRTimeline
OLD NATIONAL BANCORP /IN/2,245$205K<0.01%+11813F-HRTimeline
First National Trust Co2,214$202K0.01%-913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,198$201K0.08%013F-HRTimeline
VestGen Advisors, LLC2,198$201K0.01%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,193$201K<0.01%new13F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC2,188$200K0.04%-14513F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…2,198$200K<0.01%+2413F-HRTimelineGroup
Smartleaf Asset Management LLC2,172$198K0.01%+73813F-HRTimeline
GHP Investment Advisors, Inc.2,167$198K0.01%-33313F-HRTimeline
Icon Wealth Advisors, LLC2,097$192K0.01%+42913F-HRTimeline
HARBOUR INVESTMENTS, INC.1,992$182K<0.01%-17213F-HRTimeline
Wealthspire Advisors, LLC1,961$179K<0.01%-46413F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,850$169K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp1,829$167K0.01%-39813F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.1,827$167K0.01%-44013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,822$167K0.12%-178,59213F-HR/ATimeline
IFP Advisors, Inc1,780$163K<0.01%-46613F-HR/ATimeline
Asset Dedication, LLC1,765$161K0.01%-41913F-HRTimeline
Deseret Mutual Benefit Administrators1,729$158K0.07%013F-HRTimeline
Blue Trust, Inc.1,705$156K<0.01%+27413F-HRTimeline
Smithfield Trust Co1,660$150K0.01%013F-HRTimeline
ADIRONDACK TRUST CO1,633$149K0.05%-1013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,628$149K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,617$148K<0.01%-48013F-HRTimeline
Citizens National Bank Trust Department1,610$147K0.03%013F-HRTimeline
Bank of New Hampshire1,579$144K0.03%-1113F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,528$139K0.09%-2,64413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,498$137K<0.01%+76713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Manchester Capital Management LLC1,470$134K0.02%-39613F-HRTimeline
CSS LLC/IL1,460$133K0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,431$131K0.04%013F-HRTimeline
FINANCIAL CONSULATE, INC1,421$130K0.02%new13F-HRTimeline
Covestor Ltd1,384$127K0.07%+30213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,366$125K0.01%013F-HRTimeline
Financial Life Planners1,355$124K0.08%new13F-HRTimeline
Crewe Advisors LLC1,351$124K0.01%new13F-HRTimeline
AllSquare Wealth Management LLC1,350$123K0.07%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,340$123K0.02%-4013F-HR/ATimeline
North Star Investment Management Corp.1,331$122K0.01%-50113F-HRTimeline
Quent Capital, LLC1,321$121K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1,309$120K0.01%-3013F-HRTimeline
WEBSTER BANK, N. A.1,308$120K0.01%-1013F-HRTimeline
Wealth Preservation Advisors, LLC1,291$118K0.07%013F-HRTimeline
Investment Research & Advisory Group, I…1,281$118K0.04%-19,63713F-HRTimeline
Cromwell Holdings LLC1,285$117K0.06%+313F-HRTimeline
Bangor Savings Bank1,272$116K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,266$116K0.05%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,261$115K0.02%+70313F-HRTimeline
STEPH & CO1,261$115K0.04%013F-HRTimeline
CVA Family Office, LLC1,258$115K0.01%-7513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,234$113K<0.01%+36113F-HRTimeline
Anchor Investment Management, LLC1,213$111K0.01%013F-HRTimeline
Aventura Private Wealth, LLC1,187$109K0.04%-1,02213F-HRTimeline
Caitong International Asset Management …1,182$108K0.07%new13F-HRTimeline
Ulland Investment Advisors, LLC1,113$102K0.08%+4213F-HRTimeline
Leonteq Securities AG1,114$102K0.01%+53713F-HRTimeline
Parvin Asset Management, LLC1,112$102K0.09%013F-HRTimeline
CYBER HORNET ETFs LLC1,102$101K0.06%+3813F-HRTimeline
Ramirez Asset Management, Inc.1,100$101K0.01%-1,92113F-HRTimeline
Hanson & Doremus Investment Management1,097$100K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,072$98K0.04%-60013F-HRTimeline
Oslo Pensjonsforsikring AS1,054$96.4K0.01%+50013F-HRTimeline
Atlantic Edge Private Wealth Management…1,041$95.2K0.02%013F-HRTimeline
Gen-Wealth Partners Inc1,025$93.7K0.03%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,011$92.4K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC988$91K<0.01%013F-HRTimelineGroup
Estabrook Capital Management982$89.8K0.01%013F-HRTimeline
Grove Bank & Trust958$87.6K0.01%013F-HRTimeline
FIRST HORIZON CORP923$84.4K<0.01%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.903$82.6K0.01%-6813F-HRTimeline
True Wealth Design, LLC850$77.7K0.02%+74413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP835$76.3K0.01%+38513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC822$75.2K0.01%013F-HRTimeline
Piscataqua Savings Bank822$75.2K0.06%013F-HRTimeline
JTC Employer Solutions Trustee Ltd822$75K0.01%013F-HRTimeline
New Age Alpha Advisors, LLC814$74.4K<0.01%013F-HRTimeline
Rise Advisors, LLC811$74.2K0.03%+913F-HRTimeline
Independence Bank of Kentucky811$74.2K0.01%013F-HRTimeline
Sawyer & Company, Inc750$74K0.03%013F-HRTimeline
Clearstead Trust, LLC805$73.6K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.776$71K0.02%013F-HRTimeline
ESL Trust Services, LLC750$68.6K0.01%013F-HRTimeline
Pacifica Partners Inc.741$68.4K0.02%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC747$68.3K0.06%+35013F-HRTimeline
Costello Asset Management, INC727$66.5K0.02%-7313F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC724$66.2K0.03%-10913F-HRTimeline
City State Bank724$66.2K0.02%-3313F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC716$65.5K0.03%013F-HRTimeline
OAKMONT Corp705$64.5K0.01%013F-HRTimeline
Strengthening Families & Communities, L…701$64.1K0.01%-113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management698$63.9K<0.01%-72113F-HRTimelineGroup
CoreCap Advisors, LLC677$61.9K<0.01%-1413F-HRTimeline
Indiana Trust & Investment Management Co676$61.8K0.02%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC676$61.8K0.02%+41113F-HRTimeline
Versant Capital Management, Inc667$61K0.01%-3,35813F-HRTimeline
SBI Securities Co., Ltd.664$60.7K<0.01%+113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC650$59.4K0.02%013F-HRTimeline
HOERTKORN RICHARD CHARLES640$58.5K0.02%-4213F-HRTimeline
Center for Financial Planning, Inc.635$58.1K0.01%-7513F-HRTimeline
CoreFirst Bank & Trust623$57K0.03%013F-HRTimeline