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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
Kohmann Bosshard Financial Services, LLC432$40K<0.01%new13F-HRTimeline
Oslo Pensjonsforsikring AS427$39.5K0.01%new13F-HRTimeline
Kapitalo Investimentos Ltda426$39.5K0.03%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…424$39.3K0.01%013F-HRTimeline
UNION SAVINGS BANK411$38.1K0.02%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC402$37.2K0.03%013F-HRTimeline
Truvestments Capital LLC401$37.1K0.01%+5113F-HRTimeline
Financial Network Wealth Advisors LLC400$37K0.07%-813F-HRTimeline
Community Bank, N.A.400$37K<0.01%013F-HRTimeline
MOTCO399$37K<0.01%013F-HRTimeline
TFC Financial Management, Inc.397$36.8K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC396$36.7K<0.01%013F-HRTimeline
OFI INVEST ASSET MANAGEMENT410$36.7K<0.01%13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.395$36.6K0.02%013F-HRTimeline
Cornerstone Planning Group LLC369$36.1K0.01%+1213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.389$36K0.01%013F-HRTimeline
Continuum Advisory, LLC384$35.6K<0.01%+313F-HRTimeline
Hemington Wealth Management383$35K0.01%+4213F-HRTimeline
Orion Capital Management LLC375$34.7K0.02%new13F-HRTimeline
Golden State Wealth Management, LLC372$34.5K0.01%13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC368$34.1K0.02%13F-HRTimeline
Centricity Wealth Management, LLC355$32.9K0.03%13F-HRTimeline
Paladin Advisory Group, LLC353$32.7K0.03%013F-HRTimeline
Bray Capital Advisors350$32.4K0.01%013F-HRTimeline
American Capital Advisory, LLC336$31.1K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.330$30.6K<0.01%013F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC314$30.2K0.02%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.319$30K<0.01%+1813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prestige Wealth Management Group LLC322$29.8K0.01%013F-HR/ATimeline
ATTICUS WEALTH MANAGEMENT, LLC322$29.8K0.01%013F-HRTimeline
Fortitude Family Office, LLC322$29.8K0.01%+26713F-HRTimeline
Missouri Trust & Investment Co320$29.6K0.01%-2513F-HRTimeline
Intelligent Financial Strategies316$29.3K0.02%013F-HRTimeline
Aster Capital Management (DIFC) Ltd303$28.1K0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST300$27.8K0.01%-2513F-HRTimeline
United Community Bankin group United Community Bank300$27.8K0.01%013F-HRTimelineGroup
Cetera Trust Company, N.A300$27.8K0.02%013F-HRTimeline
CNB Bank292$27K0.01%013F-HRTimeline
STANCE CAPITAL LLC291$26.9K0.02%13F-HRTimeline
SJS Investment Consulting Inc.283$26.2K<0.01%-3713F-HRTimeline
Plante Moran Financial Advisors, LLC283$26.2K<0.01%-1,10213F-HRTimeline
Mascoma Wealth Management LLC279$25.8K0.01%+2913F-HRTimeline
Transce3nd, LLC267$24.7K0.01%13F-HRTimeline
Archer Investment Corp263$24.4K0.01%013F-HRTimeline
Costello Asset Management, INC262$24.3K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC255$23.6K<0.01%+5413F-HRTimeline
Mattson Financial Services, LLC225$23.4K0.01%new13F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …250$23.2K<0.01%013F-HR/ATimelineGroup
Legacy Bridge, LLC250$23.2K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners250$23.2K<0.01%013F-HRTimelineGroup
Riverview Trust Co242$22.4K0.02%013F-HRTimeline
Covestor Ltd236$22K0.01%-85013F-HRTimeline
Sugarloaf Wealth Management, LLC235$21.8K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division235$21.8K<0.01%013F-HRTimeline
Crews Bank & Trust235$21.8K<0.01%13F-HRTimeline
NFSG Corp234$21.6K0.01%+1313F-HRTimeline
West Branch Capital LLC232$21.5K0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…230$21.3K0.01%13F-HRTimeline
DUNCKER STREETT & CO INC228$21.1K<0.01%-6713F-HRTimeline
DT Investment Partners, LLC227$21K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC218$20.2K0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.215$19.9K<0.01%new13F-HRTimeline
BIRCHBROOK, INC.212$19.6K0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.206$19.1K0.01%013F-HRTimeline
GW&K Investment Management, LLC202$19K<0.01%+413F-HRTimeline
Hexagon Capital Partners LLC205$19K<0.01%+713F-HRTimeline
Olistico Wealth, LLC200$18.6K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.200$18.5K0.01%013F-HRTimeline
Red Tortoise LLC198$18.3K0.01%013F-HRTimeline
Castleview Partners, LLC198$18.3K0.01%+113F-HR/ATimeline
BOK Financial Private Wealth, Inc.188$17.4K<0.01%+8813F-HRTimeline
VALLEY NATIONAL ADVISERS INC189$17K<0.01%+16913F-HRTimeline
Accordant Advisory Group Inc181$16.8K0.02%013F-HRTimeline
Financial Perspectives, Inc180$16.7K0.01%013F-HRTimeline
Hara Capital LLC180$16.7K0.01%013F-HR/ATimeline
Nemes Rush Group LLC179$16.6K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC173$16K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP167$15.5K<0.01%-5013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC167$15.5K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC162$15K<0.01%013F-HRTimeline
TSFG, LLC163$15K<0.01%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.154$14.8K0.01%013F-HRTimeline
ZynergyRetirementPlanningLLC140$14.6K0.01%013F-HRTimeline
Sound Income Strategies, LLC151$14K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …150$13.9K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC148$13.7K<0.01%-6013F-HRTimeline
Sachetta, LLC146$13.5K0.01%+2413F-HRTimeline
FSC Wealth Advisors, LLC144$13.3K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…139$12.9K<0.01%+3913F-HR/ATimeline
Core Alternative Capital139$12.9K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC139$12.8K0.01%+113F-HRTimeline
Global X Japan Co., Ltd.137$12.7K<0.01%+2913F-HRTimeline
Clean Yield Group134$12.4K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC125$11.6K<0.01%013F-HR/ATimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.124$11.5K0.06%new13F-HRTimeline
TruNorth Capital Management, LLC122$11.3K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC118$10.9K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.115$10.6K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC114$10.6K0.01%013F-HRTimeline
DecisionPoint Financial, LLC110$10.2K<0.01%013F-HRTimeline
CGC Financial Services, LLC110$10.2K<0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.117$10K0.03%013F-HRTimeline
PrairieView Partners, LLC113$10K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC105$9.72K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton105$9.72K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.104$9.63K<0.01%-513F-HRTimeline
Dunhill Financial, LLC104$9.63K<0.01%+2213F-HRTimeline
YANKCOM Partnership100$9.26K<0.01%13F-HRTimeline
VSM Wealth Advisory, LLC100$9.26K<0.01%13F-HRTimeline
Kentucky Trust Co100$9.26K0.01%13F-HRTimeline
CKW FINANCIAL GROUP102$9K<0.01%013F-HRTimeline
First PREMIER Bank100$9K<0.01%013F-HRTimeline
Coastline Trust Co97$8.98K<0.01%+713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Family CFO Inc93$8.61K<0.01%new13F-HRTimeline
RAELIPSKIE PARTNERSHIP89$8.24K<0.01%-2513F-HRTimeline
OARSMAN CAPITAL, INC.87$8.06K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC87$8.06K<0.01%013F-HRTimeline
Park Place Capital Corp86$7.96K<0.01%013F-HRTimeline
MCF Advisors LLC83$7.69K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC82$7.59K0.01%13F-HRTimeline
AdvisorNet Financial, Inc80$7.41K<0.01%-10313F-HRTimeline
Front Row Advisors LLC80$7.41K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department79$7.32K<0.01%13F-HRTimelineGroup
High Note Wealth, LLC78$7.22K<0.01%new13F-HRTimeline
Avalon Trust Co77$7.13K<0.01%new13F-HRTimeline
ORG Partners LLC75$6.95K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC74$6.9K0.01%13F-HRTimeline
WR Wealth Planners, LLC74$6.85K<0.01%+413F-HRTimeline
Abound Wealth Management72$6.71K<0.01%013F-HRTimeline
Creative Capital Management Investments…72$6.67K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC72$6.67K<0.01%013F-HRTimeline
Breakwater Investment Management72$6.67K<0.01%013F-HR/ATimeline
Millstone Evans Group, LLC72$6.67K<0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.69$6.54K<0.01%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …70$6.48K<0.01%+2213F-HRTimelineGroup
Provenance Wealth Advisors, LLC70$6.48K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC69$6.39K<0.01%013F-HRTimeline
Lavaca Capital LLC69$6.39K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC66$6.11K<0.01%13F-HRTimeline
Avion Wealth65$6K<0.01%+1013F-HRTimeline
Cape Investment Advisory, Inc.62$5.74K<0.01%+3913F-HRTimeline
Main Street Group, LTD62$5.74K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp61$5.65K0.01%13F-HRTimeline
MidAtlantic Capital Management, Inc.60$5.56K<0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.59$5.46K<0.01%013F-HRTimeline
Tower View Wealth Management LLC58$5.37K<0.01%013F-HRTimeline
FSA Wealth Management LLC57$5.31K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc56$5.15K<0.01%+113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Comprehensive Financial Planning, Inc./…55$5.09K<0.01%13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…55$5K<0.01%013F-HRTimelineGroup
Compass Planning Associates Inc52$4.78K<0.01%13F-HRTimeline
Stonebridge Financial Group, LLC50$4.63K<0.01%13F-HRTimeline
Mainstream Capital Management LLC48$4.45K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC46$4.26K<0.01%013F-HRTimeline
S&T Bank/PA45$4.17K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC45$4.17K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC45$4.17K<0.01%+1513F-HRTimeline
Altshuler Shaham Ltd41$3.8K<0.01%-18613F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.40$3.7K<0.01%-1013F-HRTimeline
Fortis Group Advisors, LLC38$3.52K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC34$3.15K<0.01%-1213F-HRTimeline
DiNuzzo Private Wealth, Inc.31$2.87K<0.01%+213F-HRTimeline
DHJJ Financial Advisors, Ltd.29$2.69K<0.01%013F-HRTimeline
Financial Freedom, LLC28$2.57K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.27$2.53K<0.01%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC27$2.5K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC27$2.5K<0.01%+913F-HRTimeline
PFS Partners, LLC26$2.45K<0.01%013F-HRTimeline
Redwood Park Advisors LLC26$2.41K<0.01%13F-HRTimeline
Pacific Center for Financial Services25$2.32K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.25$2.31K<0.01%13F-HRTimeline
Battery Global Advisors, LLC22$2.04K<0.01%013F-HRTimeline
Navigoe, LLC25$2K<0.01%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV23$2K<0.01%013F-HRTimeline
Signature Resources Capital Management,…21$1.95K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC20$1.85K<0.01%13F-HRTimeline
TD Capital Management LLC20$1.85K<0.01%013F-HRTimeline
Aspect Partners, LLC20$1.85K<0.01%013F-HRTimeline
Asset Planning,Inc20$1.85K<0.01%13F-HRTimeline
Clark Wealth Partners20$1.85K<0.01%13F-HRTimeline
SUMMIT SECURITIES GROUP LLC19$1.76K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC17$1.57K<0.01%013F-HRTimeline
NewSquare Capital LLC16$1.48K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC16$1.44K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC15$1.39K<0.01%013F-HRTimeline
Bogart Wealth, LLC14$1.3K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.14$1.3K<0.01%013F-HRTimeline
Guardian Wealth Management, Inc.13$1.18K<0.01%013F-HRTimeline
True Wealth Design, LLC12$1.11K<0.01%013F-HRTimeline
Fairscale Capital, LLC12$1.11K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC12$1.11K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC20$1K<0.01%13F-HRTimeline
New Millennium Group LLC9$833<0.01%013F-HRTimeline
WINNACLE WEALTH LLC9$796<0.01%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC8$758<0.01%new13F-HRTimeline
Fairman Group, LLC8$741<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC8$741<0.01%13F-HRTimeline
Global Financial Private Client, LLC7$648<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.6$556<0.01%-613F-HRTimeline
WOLFF WIESE MAGANA LLC5$464<0.01%013F-HRTimeline