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Disclosery

OTIS OTIS WORLDWIDE CORP

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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
OAKMONT Corp705$69.8K0.01%013F-HRTimeline
Strengthening Families & Communities, L…702$69.5K0.04%013F-HRTimeline
CoreCap Advisors, LLC691$68.4K<0.01%-5213F-HRTimeline
HOERTKORN RICHARD CHARLES682$67.5K0.03%013F-HRTimeline
Indiana Trust & Investment Management Co676$66.9K0.02%013F-HRTimeline
SBI Securities Co., Ltd.663$65.7K<0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC650$64.4K0.02%013F-HRTimeline
CoreFirst Bank & Trust623$61.7K0.03%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.620$61.4K0.02%+59113F-HRTimeline
Abound Wealth Management590$58.4K0.02%+313F-HRTimeline
Quarry LP588$58.2K0.01%-4,69013F-HRTimeline
Key Financial Inc583$57.7K0.01%-5213F-HRTimeline
Leonteq Securities AG577$57.1K<0.01%-5713F-HRTimeline
Hopwood Financial Services, Inc.562$55.6K0.04%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…558$55.3K0.02%013F-HRTimeline
Oslo Pensjonsforsikring AS554$54.9K0.01%new13F-HRTimeline
Sawyer & Company, Inc750$53.7K0.02%013F-HR/ATimeline
Bullock Wealth Management Group528$53.1K0.03%-3113F-HRTimeline
Capital Advisors, Ltd. LLC533$53K0.01%+6113F-HRTimeline
Hilltop National Bank518$51.3K0.01%13F-HRTimeline
Beacon Capital Management, LLC517$51.1K0.01%+113F-HRTimeline
WPG Advisers, LLC515$51K0.04%-8513F-HRTimeline
MONETARY MANAGEMENT GROUP INC509$50.4K0.01%013F-HRTimeline
Quaker Wealth Management, LLC505$50K0.02%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.504$49.9K0.02%+213F-HRTimeline
Cypress Capital Management LLC (WY)500$49.5K0.05%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV481$47.6K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.475$47K0.02%-10013F-HRTimeline
JNBA Financial Advisors454$45K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP450$44.6K0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.450$44.6K0.04%013F-HRTimeline
Boreal Capital Management LLC450$44.6K0.04%13F-HRTimeline
First Command Advisory Services, Inc.448$44.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC444$44K0.01%-16913F-HRTimeline
Mowery & Schoenfeld Wealth Management, …443$43.9K0.07%013F-HRTimeline
FIRST COMMUNITY TRUST NA436$43.2K0.04%013F-HRTimeline
Ransom Advisory, Ltd436$43.2K0.02%-2513F-HRTimeline
Hemington Wealth Management432$42K0.01%+713F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…424$42K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC414$41K0.05%013F-HRTimeline
MTM Investment Management, LLC408$40.4K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC402$39.8K<0.01%-2113F-HRTimeline
Community Bank, N.A.400$39.6K0.01%013F-HRTimeline
TFC Financial Management, Inc.399$39.5K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC397$39.3K0.04%-513F-HRTimeline
GPS Wealth Strategies Group, LLC396$39.2K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.395$39.2K0.02%013F-HRTimeline
Orion Capital Management LLC375$37.1K0.01%013F-HRTimeline
Truvestments Capital LLC371$36.7K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…369$36.5K<0.01%-33613F-HRTimeline
Fortitude Family Office, LLC368$36.4K0.01%+4613F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC368$36.4K0.01%013F-HRTimeline
UNION SAVINGS BANK411$35.2K0.02%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.355$35.2K<0.01%-4113F-HRTimelineGroup
Paladin Advisory Group, LLC353$35K0.03%013F-HRTimeline
American Capital Advisory, LLC349$34.6K0.02%+913F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P330$32.7K<0.01%-5813F-HRTimelineGroup
MOTCO378$32.4K<0.01%-10913F-HRTimeline
Prestige Wealth Management Group LLC322$31.9K0.01%013F-HR/ATimeline
ATTICUS WEALTH MANAGEMENT, LLC322$31.9K0.01%013F-HRTimeline
Intelligent Financial Strategies316$31.3K0.02%013F-HRTimeline
Nemes Rush Group LLC314$31.1K<0.01%+13513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC313$31K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC313$31K<0.01%+6213F-HRTimeline
NFSG Corp311$30.8K<0.01%+3813F-HRTimeline
CNB Bank303$30K0.01%+1113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA300$29.7K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.300$29.7K0.01%-10213F-HRTimeline
United Community Bankin group United Community Bank300$29.7K0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co295$29.2K0.01%013F-HRTimeline
Mascoma Wealth Management LLC279$27.6K0.01%013F-HRTimeline
North Capital, Inc.278$27.5K0.02%-37313F-HRTimeline
FIRST UNITED BANK & TRUST275$27.2K0.01%013F-HRTimeline
Centricity Wealth Management, LLC275$27.2K0.02%013F-HRTimeline
Transce3nd, LLC266$26.3K0.01%013F-HRTimeline
SJS Investment Consulting Inc.265$26.3K<0.01%-1613F-HRTimeline
SUMMIT SECURITIES GROUP LLC265$26.2K0.01%new13F-HRTimeline
Archer Investment Corp263$26K0.01%013F-HRTimeline
GW&K Investment Management, LLC260$26K<0.01%+2613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners250$24.8K<0.01%013F-HRTimelineGroup
Cetera Trust Company, N.A250$24.8K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.245$24.3K0.07%013F-HRTimeline
Riggs Asset Managment Co. Inc.241$23.9K0.01%+4213F-HRTimeline
TD Capital Management LLC235$23.3K<0.01%+21513F-HRTimeline
Central Pacific Bank - Trust Division235$23.3K<0.01%013F-HRTimeline
Crews Bank & Trust235$23.3K<0.01%013F-HRTimeline
West Branch Capital LLC232$23K0.01%013F-HRTimeline
Riverview Trust Co230$22.8K0.03%013F-HRTimeline
Bradley & Co. Private Wealth Management…230$22.8K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.230$22.8K<0.01%-10013F-HRTimeline
DT Investment Partners, LLC227$22.5K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC226$22.4K0.01%-7113F-HRTimeline
Curat Global, LLC217$21.5K0.02%-37513F-HR/ATimeline
Physician Wealth Advisors, Inc.215$21.3K<0.01%013F-HRTimeline
BIRCHBROOK, INC.212$21K0.01%013F-HRTimeline
ORG Partners LLC198$19.9K<0.01%+11713F-HRTimeline
BARRETT & COMPANY, INC.200$19.8K0.01%013F-HRTimeline
Olistico Wealth, LLC200$19.8K0.01%013F-HRTimeline
Red Tortoise LLC198$19.6K0.01%013F-HRTimeline
Hara Capital LLC195$19.3K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.198$19K<0.01%-5013F-HRTimeline
Accordant Advisory Group Inc181$17.9K0.01%013F-HRTimeline
WINNACLE WEALTH LLC181$17.9K0.01%+16813F-HRTimeline
Financial Perspectives, Inc180$17.8K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC173$17.1K<0.01%013F-HRTimeline
Westside Investment Management, Inc.168$16.9K<0.01%new13F-HRTimeline
Lavaca Capital LLC169$16.7K0.01%+10013F-HR/ATimeline
Core Alternative Capital168$16.6K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP167$16.5K<0.01%-1913F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC167$16.5K0.01%013F-HRTimeline
Sound Income Strategies, LLC166$16.5K<0.01%+513F-HRTimeline
Cranbrook Wealth Management, LLC162$16K<0.01%013F-HRTimeline
Clean Yield Group161$15.9K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC154$15.2K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …150$14.9K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC140$13.9K<0.01%+1513F-HRTimeline
Frazier Financial Advisors, LLC139$13.8K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC138$13.7K<0.01%-11713F-HRTimeline
Private Wealth Management Group, LLC138$13.7K<0.01%013F-HRTimeline
NewSquare Capital LLC128$12.7K<0.01%-4913F-HRTimeline
TruNorth Capital Management, LLC122$12.1K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC137$12.1K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC118$11.7K<0.01%013F-HRTimeline
PrairieView Partners, LLC113$11K<0.01%013F-HRTimeline
Traub Capital Management LLC111$11K0.01%13F-HRTimeline
Delos Wealth Advisors, LLC110$10.9K0.01%new13F-HRTimeline
CGC Financial Services, LLC110$10.9K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/110$10.9K<0.01%013F-HR/ATimelineGroup
Sunbelt Securities, Inc.115$10.7K<0.01%-1513F-HRTimeline
Rosenberg Matthew Hamilton107$10.6K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…107$10.6K0.01%new13F-HRTimeline
True Wealth Design, LLC106$10.5K<0.01%+913F-HRTimeline
NVWM, LLC104$10.3K<0.01%+9413F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC101$10K<0.01%-1,00213F-HRTimeline
CKW FINANCIAL GROUP103$10K<0.01%013F-HRTimeline
First PREMIER Bank100$10K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates100$9.9K<0.01%013F-HRTimeline
YANKCOM Partnership100$9.9K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC100$9.9K<0.01%013F-HRTimeline
Kentucky Trust Co100$9.9K0.01%013F-HRTimeline
Sachetta, LLC97$9.61K<0.01%-6213F-HRTimeline
DUNCKER STREETT & CO INC97$9.61K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…96$9.51K<0.01%+413F-HRTimeline
Family CFO Inc93$9.21K<0.01%new13F-HRTimeline
Coastline Trust Co90$8.91K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Park Place Capital Corp86$8.64K<0.01%013F-HRTimeline
Howard Hughes Medical Institute85$8.42K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc85$8.42K<0.01%+413F-HRTimeline
Bruce G. Allen Investments, LLC81$8.02K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.80$7.92K<0.01%013F-HRTimeline
Front Row Advisors LLC80$7.92K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department79$7.82K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC90$7.78K<0.01%-21813F-HRTimeline
High Note Wealth, LLC78$7.72K<0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA75$7.43K<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC74$7.38K0.01%013F-HRTimeline
Breakwater Investment Management72$7.13K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC71$7.06K<0.01%new13F-HRTimeline
Avion Wealth73$7K<0.01%+813F-HR/ATimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …70$6.93K<0.01%13F-HRTimelineGroup
Bare Financial Services, Inc69$6.83K<0.01%+5913F-HRTimeline
LGT Financial Advisors LLC66$6.54K0.02%new13F-HRTimeline
MCF Advisors LLC65$6.44K<0.01%013F-HRTimeline
McIlrath & Eck, LLC63$6.24K<0.01%+1813F-HRTimeline
Graney & King, LLC62$6.17K<0.01%013F-HRTimeline
Main Street Group, LTD62$6.14K<0.01%-413F-HRTimeline
RAELIPSKIE PARTNERSHIP62$6.14K<0.01%-2713F-HRTimeline
Park Square Financial Group, LLC61$6.04K<0.01%-113F-HRTimeline
Cape Investment Advisory, Inc.60$5.94K<0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.59$5.84K<0.01%013F-HRTimeline
Millstone Evans Group, LLC59$5.84K<0.01%-1313F-HRTimeline
Tower View Wealth Management LLC58$5.78K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC58$5.74K<0.01%-1213F-HRTimeline
FSA Wealth Management LLC57$5.67K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc56$5.55K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC55$5.45K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…55$5.45K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC60$5.25K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp61$5.23K<0.01%013F-HRTimeline
Compass Planning Associates Inc52$5.11K<0.01%013F-HRTimeline
S&T Bank/PA51$5.05K<0.01%+613F-HRTimeline
Nalls Sherbakoff Group, LLC50$4.95K<0.01%-10013F-HRTimeline
MJT & Associates Financial Advisory Gro…49$4.85K0.01%new13F-HR/ATimeline
Rossby Financial, LCC48$4.75K<0.01%+813F-HRTimeline
HOEY INVESTMENTS, INC46$4.55K<0.01%013F-HRTimeline
Cheviot Value Management, LLC50$4.37K<0.01%-27213F-HRTimeline
Activest Wealth Management44$4.36K<0.01%-6013F-HRTimeline
Binnacle Investments Inc42$4.16K<0.01%+3113F-HRTimeline
Dunhill Financial, LLC40$4.02K<0.01%-5513F-HRTimeline
Inlight Wealth Management, LLC40$3.96K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.40$3.96K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC38$3.76K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC34$3.39K<0.01%013F-HRTimeline
Westend Capital Management, LLC33$3.27K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.32$3.18K<0.01%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV32$3K<0.01%-2313F-HRTimeline
DiNuzzo Private Wealth, Inc.30$2.97K<0.01%-213F-HRTimeline
WealthTrak Capital Management LLC30$2.97K<0.01%013F-HRTimeline
Financial Freedom, LLC28$2.77K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.27$2.71K<0.01%013F-HRTimeline