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Disclosery

OTIS OTIS WORLDWIDE CORP

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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
Hopwood Financial Services, Inc.562$58K0.04%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…558$57.6K0.02%013F-HRTimeline
Beacon Capital Management, LLC516$53.3K0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC509$52.5K0.01%-8713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.502$51.8K0.02%+213F-HRTimeline
Cypress Capital Management LLC (WY)500$51.6K0.06%013F-HRTimeline
MOTCO487$50.3K0.01%+8813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV481$49.6K<0.01%+3413F-HRTimeline
Capital Advisors, Ltd. LLC472$49K0.01%-113F-HRTimeline
Ransom Advisory, Ltd461$47.6K0.02%+2513F-HRTimeline
JNBA Financial Advisors454$46.9K<0.01%-9913F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.450$46.4K0.04%013F-HRTimeline
First Command Advisory Services, Inc.448$46.2K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …443$45.8K0.09%+113F-HRTimeline
FIRST COMMUNITY TRUST NA436$45K0.04%-30013F-HRTimeline
GeoWealth Management, LLC428$44.2K<0.01%-99513F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…424$43.8K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC423$43.7K<0.01%-6913F-HRTimeline
Hemington Wealth Management425$43K0.01%+4213F-HRTimeline
Financial Network Wealth Advisors LLC414$42.7K0.06%+1413F-HRTimeline
UNION SAVINGS BANK411$42.4K0.02%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC402$41.5K0.04%013F-HRTimeline
Pinnacle Bancorp, Inc.402$41.5K0.01%-17013F-HRTimeline
Community Bank, N.A.400$41.3K0.01%013F-HRTimeline
TFC Financial Management, Inc.399$41.2K0.01%+213F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.396$41K<0.01%-4213F-HRTimelineGroup
GPS Wealth Strategies Group, LLC396$40.9K0.01%013F-HRTimeline
CACTI ASSET MANAGEMENT LLC400$40.8K<0.01%-5,36513F-HRTimeline
CarsonAllaria Wealth Management, Ltd.395$40.8K0.02%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P388$40K<0.01%-20913F-HRTimelineGroup
Orion Capital Management LLC375$38.7K0.02%013F-HRTimeline
Flaharty Asset Management, LLC372$38.4K0.01%new13F-HRTimeline
Truvestments Capital LLC371$38.3K0.01%-3013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC368$38K0.02%013F-HR/ATimeline
Paladin Advisory Group, LLC353$36.4K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.347$36K<0.01%+2813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
American Capital Advisory, LLC340$35.1K0.02%+413F-HRTimeline
OAKWORTH CAPITAL, INC.330$34.1K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC322$33.2K0.01%013F-HR/ATimeline
ATTICUS WEALTH MANAGEMENT, LLC322$33.2K0.01%013F-HRTimeline
Fortitude Family Office, LLC322$33.2K0.01%013F-HRTimeline
Intelligent Financial Strategies316$32.6K0.02%013F-HRTimeline
Continuum Advisory, LLC314$32.4K<0.01%-7013F-HRTimeline
Cheviot Value Management, LLC322$31.4K<0.01%new13F-HRTimeline
Wayfinding Financial, LLC306$31K0.01%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA300$31K0.01%-20813F-HRTimeline
United Community Bankin group United Community Bank300$31K0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co295$30.4K0.01%-2513F-HRTimeline
CNB Bank292$30.1K0.02%013F-HRTimeline
SJS Investment Consulting Inc.281$29K<0.01%-213F-HRTimeline
Mascoma Wealth Management LLC279$28.8K0.01%013F-HRTimeline
Cornerstone Planning Group LLC308$28.4K0.01%-6113F-HRTimeline
FIRST UNITED BANK & TRUST275$28.4K0.01%-2513F-HRTimeline
Centricity Wealth Management, LLC275$28.4K0.03%-8013F-HRTimeline
NFSG Corp273$28.2K0.01%+3913F-HRTimeline
Transce3nd, LLC266$27.5K0.01%-113F-HRTimeline
Archer Investment Corp263$27.1K0.01%013F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …255$26.3K<0.01%+513F-HR/ATimelineGroup
Plante Moran Financial Advisors, LLC251$25.9K<0.01%-3213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners250$25.8K<0.01%013F-HRTimelineGroup
Cetera Trust Company, N.A250$25.8K0.02%-5013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.245$25.3K0.09%+12113F-HRTimeline
LANARK FINANCIAL, INC.248$25K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division235$24.3K<0.01%013F-HRTimeline
Crews Bank & Trust235$24.3K<0.01%013F-HRTimeline
GW&K Investment Management, LLC234$24K<0.01%+3213F-HRTimeline
West Branch Capital LLC232$23.9K0.01%013F-HRTimeline
Riverview Trust Co230$23.7K0.02%-1213F-HRTimeline
Bradley & Co. Private Wealth Management…230$23.7K0.02%013F-HRTimeline
Hexagon Capital Partners LLC229$23.6K<0.01%+2413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC255$23.6K<0.01%013F-HRTimeline
DT Investment Partners, LLC227$23.4K<0.01%013F-HRTimeline
Mattson Financial Services, LLC225$23.2K0.01%013F-HRTimeline
Whipplewood Advisors, LLC297$22.8K0.02%+7913F-HRTimeline
Physician Wealth Advisors, Inc.215$22.2K<0.01%013F-HRTimeline
BIRCHBROOK, INC.212$21.9K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.200$20.6K0.01%013F-HRTimeline
Olistico Wealth, LLC200$20.6K0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.199$20.5K0.01%-713F-HRTimeline
Red Tortoise LLC198$20.4K0.01%013F-HRTimeline
Hara Capital LLC195$20.1K0.01%+1513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP186$19.2K<0.01%+1913F-HRTimelineGroup
Accordant Advisory Group Inc181$18.7K0.02%013F-HR/ATimeline
Financial Perspectives, Inc180$18.6K0.01%013F-HRTimeline
Nemes Rush Group LLC179$18.5K<0.01%013F-HRTimeline
NewSquare Capital LLC177$18.3K<0.01%+16113F-HRTimeline
Cedar Mountain Advisors, LLC173$17.8K<0.01%013F-HRTimeline
Core Alternative Capital168$17.3K<0.01%+2913F-HRTimeline
Tanglewood Legacy Advisors, LLC167$17.2K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC162$16.7K<0.01%013F-HRTimeline
Sound Income Strategies, LLC161$16.6K<0.01%+1013F-HRTimeline
Clean Yield Group161$16.6K0.01%+2713F-HRTimeline
Sachetta, LLC159$16.4K0.01%+1313F-HRTimeline
Saudi Central Bank157$16.2K0.09%new13F-HRTimeline
Glen Eagle Advisors, LLC154$15.9K<0.01%+613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …150$15.5K<0.01%013F-HRTimelineGroup
Nalls Sherbakoff Group, LLC150$15.5K0.01%13F-HRTimeline
FSC Wealth Advisors, LLC144$14.9K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC139$14.3K0.01%013F-HRTimeline
Private Wealth Management Group, LLC138$14.2K0.01%+3313F-HRTimeline
Sunbelt Securities, Inc.130$13.4K<0.01%+1513F-HRTimeline
ZynergyRetirementPlanningLLC140$13K0.01%013F-HRTimeline
Tortoise Investment Management, LLC125$12.9K<0.01%013F-HR/ATimeline
TruNorth Capital Management, LLC122$12.6K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC118$12.2K0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.117$12K0.01%013F-HRTimeline
Caitong International Asset Management …116$12K0.01%-34313F-HRTimeline
DecisionPoint Financial, LLC110$11.4K<0.01%013F-HRTimeline
CGC Financial Services, LLC110$11.4K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/110$11.4K0.01%new13F-HRTimelineGroup
Rosenberg Matthew Hamilton107$11K<0.01%+213F-HRTimeline
PrairieView Partners, LLC113$11K<0.01%013F-HRTimeline
Olde Wealth Management, LLC111$11K<0.01%new13F-HRTimeline
CKW FINANCIAL GROUP103$11K<0.01%+113F-HRTimeline
Activest Wealth Management104$10.7K<0.01%+10013F-HRTimeline
Global Wealth Strategies & Associates100$10.3K<0.01%new13F-HRTimeline
YANKCOM Partnership100$10.3K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC100$10.3K<0.01%013F-HRTimeline
Kentucky Trust Co100$10.3K0.01%013F-HRTimeline
True Wealth Design, LLC97$10K<0.01%+8513F-HRTimeline
DUNCKER STREETT & CO INC97$10K<0.01%-13113F-HRTimeline
First PREMIER Bank100$10K<0.01%013F-HRTimeline
Dunhill Financial, LLC95$9.83K<0.01%-913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…92$9.49K<0.01%-4713F-HRTimeline
Coastline Trust Co90$9.29K<0.01%-713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAELIPSKIE PARTNERSHIP89$9.19K<0.01%013F-HRTimeline
Park Place Capital Corp86$8.88K<0.01%013F-HRTimeline
ORG Partners LLC81$8.43K<0.01%+613F-HRTimeline
AdvisorNet Financial, Inc81$8.36K<0.01%+113F-HRTimeline
Bruce G. Allen Investments, LLC81$8.36K0.01%-3313F-HRTimeline
BOK Financial Private Wealth, Inc.80$8.26K<0.01%-10813F-HRTimeline
Front Row Advisors LLC80$8.26K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department79$8.15K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC78$8.05K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC74$7.69K0.01%013F-HRTimeline
Breakwater Investment Management72$7.43K<0.01%013F-HRTimeline
Millstone Evans Group, LLC72$7.43K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …70$7.22K<0.01%13F-HRTimelineGroup
Provenance Wealth Advisors, LLC70$7.22K<0.01%013F-HRTimeline
Lavaca Capital LLC69$7.12K<0.01%013F-HRTimeline
Main Street Group, LTD66$6.71K<0.01%+413F-HRTimeline
MCF Advisors LLC65$6.71K<0.01%-1813F-HRTimeline
Graney & King, LLC62$6.4K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC62$6.4K0.01%-413F-HRTimeline
Murphy & Mullick Capital Management Corp61$6.29K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.60$6.19K<0.01%-213F-HRTimeline
Holos Integrated Wealth LLC60$6.19K<0.01%-2213F-HRTimeline
SYNTAX RESEARCH, INC.59$6.09K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC59$6.09K<0.01%+913F-HRTimeline
Tower View Wealth Management LLC58$6K<0.01%013F-HRTimeline
Avion Wealth65$6K<0.01%013F-HRTimeline
FSA Wealth Management LLC57$5.91K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC55$5.68K<0.01%-1413F-HRTimeline
Comprehensive Financial Planning, Inc./…55$5.68K0.01%013F-HRTimeline
Compass Planning Associates Inc52$5.33K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc56$5.15K<0.01%013F-HRTimeline
Hughes Financial Services, LLC49$5.1K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV55$5K<0.01%+3213F-HRTimeline
HOEY INVESTMENTS, INC46$4.75K<0.01%013F-HRTimeline
S&T Bank/PA45$4.64K<0.01%013F-HRTimeline
McIlrath & Eck, LLC45$4.64K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC44$4.5K<0.01%+2813F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.40$4.13K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC40$4.13K<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC40$4.13K0.07%new13F-HRTimeline
Fortis Group Advisors, LLC38$3.92K<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC37$3.82K<0.01%new13F-HRTimeline
Rossby Financial, LCC40$3.72K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC36$3.71K<0.01%-913F-HRTimeline
Salomon & Ludwin, LLC34$3.51K<0.01%013F-HRTimeline
Westend Capital Management, LLC33$3.41K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.32$3.3K<0.01%+113F-HRTimeline
WealthTrak Capital Management LLC30$3.1K<0.01%+1013F-HRTimeline
DHJJ Financial Advisors, Ltd.29$2.99K<0.01%013F-HRTimeline
Financial Freedom, LLC28$2.88K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.27$2.82K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC27$2.79K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC27$2.79K<0.01%013F-HRTimeline
PFS Partners, LLC27$2.74K<0.01%+113F-HRTimeline
Redwood Park Advisors LLC26$2.68K<0.01%013F-HRTimeline
Pacific Center for Financial Services25$2.58K<0.01%013F-HRTimeline
Creative Capital Management Investments…24$2.48K<0.01%-4813F-HRTimeline
Battery Global Advisors, LLC22$2.27K<0.01%013F-HRTimeline
Global Financial Private Client, LLC22$2.27K<0.01%+1513F-HRTimeline
Financial Management Professionals, Inc.21$2.17K<0.01%+1513F-HRTimeline
Signature Resources Capital Management,…21$2.17K<0.01%013F-HRTimeline
TD Capital Management LLC20$2.06K<0.01%013F-HRTimeline
Aspect Partners, LLC20$2.06K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC20$2.06K<0.01%new13F-HRTimeline
Asset Planning,Inc20$2.06K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC20$2.06K<0.01%013F-HRTimeline
Clark Wealth Partners20$2.06K<0.01%013F-HRTimeline
Navigoe, LLC25$2K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC19$1.96K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC17$1.75K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC15$1.55K<0.01%013F-HRTimeline
Bogart Wealth, LLC14$1.45K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.14$1.45K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC14$1.32K<0.01%+613F-HRTimeline
WINNACLE WEALTH LLC13$1.31K<0.01%+413F-HRTimeline