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Disclosery

OTIS OTIS WORLDWIDE CORP

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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
Paladin Advisory Group, LLC353$25.3K0.02%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.349$25K0.01%-11713F-HRTimeline
JFS WEALTH ADVISORS, LLC348$24.9K<0.01%-2213F-HRTimeline
American Capital Advisory, LLC348$24.9K0.01%+613F-HRTimeline
Westside Investment Management, Inc.336$24.1K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC320$22.9K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.314$22.4K<0.01%-1513F-HRTimeline
Prestige Wealth Management Group LLC304$21.8K<0.01%+1113F-HRTimeline
Investment Research & Advisory Group, I…290$21.8K0.01%013F-HRTimeline
JNBA Financial Advisors303$21.7K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA300$21.5K<0.01%013F-HRTimeline
HOERTKORN RICHARD CHARLES300$21.5K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.284$20.3K<0.01%-20813F-HRTimeline
FIRST UNITED BANK & TRUST275$19.7K0.01%013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.274$19.6K0.01%+24813F-HRTimeline
Activest Wealth Management268$19.2K<0.01%+17913F-HRTimeline
GW&K Investment Management, LLC255$18K<0.01%+913F-HRTimeline
Measured Wealth Private Client Group, L…251$18K<0.01%013F-HRTimeline
Abound Wealth Management250$17.9K<0.01%-10313F-HRTimeline
Mascoma Wealth Management LLC250$17.9K<0.01%013F-HRTimeline
Burnham & Co LLC250$17.9K0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.246$17.6K<0.01%+2213F-HRTimeline
STANCE CAPITAL LLC246$17.6K0.01%-37,77113F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.245$17.5K0.04%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC237$17K<0.01%+3513F-HRTimeline
Central Pacific Bank - Trust Division235$16.8K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…230$16.5K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…220$15.8K<0.01%-40013F-HRTimeline
Meramec Financial Planners, LLC214$15.7K0.01%-13113F-HRTimeline
Nemes Rush Group LLC217$15.5K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.215$15.4K<0.01%-26913F-HRTimeline
BIRCHBROOK, INC.212$15.2K0.01%013F-HRTimeline
Bravera Wealth212$15.2K0.01%-1813F-HRTimeline
Crews Bank & Trust210$15K<0.01%-5913F-HRTimeline
NFSG Corp208$14.9K<0.01%-1513F-HRTimeline
TD Capital Management LLC204$14.6K<0.01%+113F-HRTimeline
BARRETT & COMPANY, INC.200$14.3K<0.01%013F-HRTimeline
Olistico Wealth, LLC200$14.3K0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC198$14.2K0.01%new13F-HRTimeline
Hara Capital LLC195$14K0.01%013F-HRTimeline
West Branch Capital LLC192$13.7K<0.01%013F-HRTimeline
ENTRUST FINANCIAL LLC187$13.4K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS186$13K<0.01%new13F-HRTimeline
Financial Perspectives, Inc180$12.9K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC174$12.5K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC174$12.4K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.171$12.2K0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC167$12K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC162$11.6K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.162$11.6K<0.01%+613F-HRTimeline
Rachor Investment Advisory Services, LLC160$11.5K0.01%013F-HRTimeline
Archer Investment Corp155$11.1K<0.01%013F-HR/ATimeline
Avion Wealth156$11K<0.01%+10713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.152$10.9K<0.01%013F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …150$10.7K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners148$10.6K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC149$10.5K<0.01%+5713F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC146$10.4K<0.01%new13F-HRTimeline
Kilter Group LLC142$10.2K<0.01%+7213F-HRTimeline
Vermillion Wealth Management, Inc.142$10.2K<0.01%+12013F-HRTimeline
CNB Bank141$10.1K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC140$10.1K0.01%013F-HRTimeline
High Note Wealth, LLC139$9.95K<0.01%+5013F-HRTimeline
SITTNER & NELSON, LLC137$9.81K<0.01%+1913F-HRTimeline
Financial Management Professionals, Inc.137$9.81K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP130$9.31K<0.01%-3713F-HRTimelineGroup
JPL Wealth Management, LLC128$9.16K<0.01%-113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…124$8.92K<0.01%+813F-HRTimeline
Cornerstone Financial Management LLC123$8.81K0.01%+2513F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC119$8.52K<0.01%013F-HRTimeline
Global X Japan Co., Ltd.117$8.38K<0.01%-11213F-HRTimeline
Investors Research Corp116$8.31K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC114$8.16K<0.01%+1113F-HRTimeline
Dorato Capital Management110$8.04K0.01%013F-HRTimeline
Bare Financial Services, Inc112$8.02K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC111$7.95K<0.01%-2713F-HRTimeline
CBIZ Investment Advisory Services, LLC100$7.71K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton107$7.66K<0.01%013F-HRTimeline
CGC Financial Services, LLC105$7.52K<0.01%-513F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC101$7.23K<0.01%new13F-HRTimeline
Lavaca Capital LLC100$7.16K<0.01%013F-HRTimeline
YANKCOM Partnership100$7.16K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC100$7.16K<0.01%013F-HRTimeline
Kentucky Trust Co100$7.16K<0.01%013F-HRTimeline
Joseph Group Capital Management98$7.02K<0.01%new13F-HRTimeline
CKW FINANCIAL GROUP104$7K<0.01%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC95$6.8K<0.01%new13F-HRTimeline
Coastline Trust Co90$6.44K<0.01%-5213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SUMMIT SECURITIES GROUP LLC89$6.37K<0.01%+2513F-HRTimeline
Bogart Wealth, LLC88$6.3K<0.01%+5413F-HRTimeline
Downshift Financial, LLC85$6.09K<0.01%new13F-HRTimeline
High Point Wealth Management, LLC80$5.73K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC79$5.71K<0.01%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…79$5.66K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC79$5.66K<0.01%+6713F-HRTimeline
Acumen Wealth Advisors, LLC77$5.51K<0.01%-16313F-HRTimeline
Mosley Wealth Management77$5.48K<0.01%+213F-HRTimeline
FIRST COMMUNITY TRUST NA75$5.37K<0.01%-6113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …70$5.01K<0.01%13F-HRTimelineGroup
Spurstone Advisory Services, LLC68$4.8K0.07%+4313F-HRTimeline
Provenance Wealth Advisors, LLC63$4.51K<0.01%+513F-HRTimeline
Main Street Group, LTD62$4.44K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC60$4.41K<0.01%013F-HRTimeline
Tower View Wealth Management LLC59$4.25K<0.01%013F-HRTimeline
Millstone Evans Group, LLC59$4.22K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV62$4K<0.01%013F-HRTimeline
Tidemark, LLC55$3.96K<0.01%013F-HRTimeline
COUNTRY TRUST BANK55$3.94K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…55$3.94K<0.01%013F-HRTimeline
Planning Strategies Inc.51$3.65K<0.01%13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.50$3.64K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC50$3.6K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC50$3.58K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC50$3.58K<0.01%+313F-HRTimeline
Walsh & Associates, LLC50$3.58K<0.01%-10013F-HRTimeline
Markowski Investments50$3.58K<0.01%13F-HRTimeline
HOEY INVESTMENTS, INC46$3.29K<0.01%013F-HRTimeline
S&T Bank/PA45$3.22K<0.01%013F-HRTimeline
Marquette Asset Management, LLC41$2.94K<0.01%+1513F-HRTimeline
Bay Harbor Wealth Management, LLC41$2.94K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.40$2.86K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.39$2.79K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC38$2.72K<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC37$2.65K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc35$2.51K<0.01%+1513F-HRTimeline
Axiom Investment Management LLC35$2.51K<0.01%new13F-HRTimeline
Torren Management, LLC34$2.45K<0.01%013F-HRTimeline
J.Safra Asset Management Corp34$2.43K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC34$2.43K<0.01%-9713F-HRTimeline
Westend Capital Management, LLC33$2.36K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC33$2.33K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.32$2.3K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…32$2.29K<0.01%-1713F-HRTimeline
DUNCKER STREETT & CO INC32$2.29K<0.01%013F-HRTimeline
Graney & King, LLC32$2.27K<0.01%+113F-HRTimeline
Whipplewood Advisors, LLC31$2.22K<0.01%-9213F-HRTimeline
Front Row Advisors LLC30$2.19K<0.01%-5013F-HRTimeline
Ankerstar Wealth, LLC30$2.15K<0.01%-1013F-HRTimeline
Aspect Partners, LLC29$2.08K<0.01%-1813F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department29$2.08K<0.01%013F-HRTimelineGroup
Lodestone Wealth Management LLC28$2K<0.01%-1513F-HRTimeline
Sachetta, LLC28$2K<0.01%-5213F-HRTimeline
Navigoe, LLC28$2K<0.01%+313F-HRTimeline
PINNEY & SCOFIELD, INC.27$1.96K<0.01%013F-HRTimeline
PFS Partners, LLC27$1.95K<0.01%013F-HRTimeline
Pacific Center for Financial Services25$1.79K<0.01%013F-HRTimeline
Signature Equity Partners, LLC22$1.58K<0.01%+1013F-HRTimeline
Battery Global Advisors, LLC22$1.57K<0.01%013F-HRTimeline
Caitong International Asset Management …22$1.57K<0.01%-6,45713F-HRTimeline
Security National Bank21$1.5K<0.01%013F-HRTimeline
Truvestments Capital LLC21$1.5K<0.01%013F-HRTimeline
Signature Resources Capital Management,…21$1.5K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.21$1.5K<0.01%-713F-HRTimeline
Godfrey Financial Associates, Inc.21$1.5K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20$1.46K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…20$1.43K<0.01%-6613F-HRTimelineGroup
SFAM, LLC20$1.43K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC20$1.43K<0.01%-2613F-HRTimeline
Asset Planning,Inc20$1.43K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC20$1.43K<0.01%-513F-HRTimeline
Hughes Financial Services, LLC18$1.29K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC17$1.23K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC17$1.22K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.17$1.22K<0.01%new13F-HRTimeline
Burk Holdings LLC17$1.22K<0.01%013F-HRTimeline
Creative Capital Management Investments…16$1.15K<0.01%-813F-HRTimeline
Davis Capital Management15$1.07K<0.01%new13F-HRTimeline
Sunrise Financial Services, LLC15$1.07K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.14$1K<0.01%013F-HR/ATimeline
Heritage Wealth Advisors14$1K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC13$931<0.01%new13F-HRTimeline
Allied Private Wealth LLC12$864<0.01%13F-HRTimeline
Game Plan Financial Advisors, LLC12$859<0.01%013F-HRTimeline
Fairscale Capital, LLC12$859<0.01%013F-HRTimeline
HFM Investment Advisors, LLC11$788<0.01%+613F-HRTimeline
Nvest Wealth Strategies, Inc.11$788<0.01%new13F-HRTimeline
NVWM, LLC10$716<0.01%+513F-HRTimeline
Retirement Wealth Solutions LLC10$716<0.01%-813F-HRTimeline
Dunhill Financial, LLC9$679<0.01%-413F-HRTimeline
Oakmont Advisory Group, LLC9$676<0.01%new13F-HRTimeline
Core Alternative Capital9$644<0.01%013F-HRTimeline
Luminist Capital LLC6$430<0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC5$358<0.01%new13F-HRTimeline
Core Capital Management & Research, inc.5$357<0.01%13F-HRTimeline
Beaird Harris Wealth Management, LLC5$331<0.01%013F-HRTimeline
Seneschal Advisors, LLC4$287<0.01%013F-HRTimeline
Fairman Group, LLC4$286<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC4$286<0.01%013F-HRTimeline
DecisionPoint Financial, LLC4$283<0.01%+113F-HRTimeline
DT Investment Partners, LLC3$215<0.01%-22413F-HRTimeline
POM Investment Strategies, LLC2$143<0.01%013F-HRTimeline
Highland Investment Advisors LLC2$143<0.01%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1$72<0.01%13F-HRTimeline
Evolution Advisers, Inc.1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Merrithew & Thorsten Inc0$00%-16413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd13,982$3.36K+56913F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.