Skip to content
Disclosery

OTIS OTIS WORLDWIDE CORP

Follow

Stock (common), issuer CIK 1781335

1,280 managers (1,312 13F filers) reported a position in OTIS shares at 2025-12-31, 391,877,204 shares in all. 108 filers opened a position and 82 filers sold out during the quarter.

Managers
1,280
13F filers
1,312
New
108
Added
390
Reduced
485
Sold out
82
Shares held by filers
391,877,204

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
EVERMAY WEALTH MANAGEMENT LLC822$71.8K0.01%013F-HRTimeline
Piscataqua Savings Bank822$71.8K0.05%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.820$71.6K0.02%+4413F-HRTimeline
Independence Bank of Kentucky811$70.8K0.01%013F-HRTimeline
Clearstead Trust, LLC805$70.3K0.01%013F-HRTimeline
Aventura Private Wealth, LLC769$67.2K0.02%-41813F-HRTimeline
Sawyer & Company, Inc750$65.5K0.02%013F-HRTimeline
ESL Trust Services, LLC750$65.5K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC750$65.5K0.05%+313F-HRTimeline
Pacifica Partners Inc.741$65.5K0.03%013F-HRTimeline
Costello Asset Management, INC728$63.6K0.02%+113F-HRTimeline
FIRST HORIZON CORP727$63.5K<0.01%-19613F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC724$63.2K0.03%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC716$62.5K0.02%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…712$62.2K<0.01%+29413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management705$61.6K<0.01%+713F-HRTimelineGroup
OAKMONT Corp705$61.6K0.01%013F-HRTimeline
Strengthening Families & Communities, L…702$61.3K0.02%+113F-HRTimeline
Indiana Trust & Investment Management Co676$59K0.02%013F-HRTimeline
CoreCap Advisors, LLC675$59K<0.01%-213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC650$56.8K0.02%013F-HRTimeline
HOERTKORN RICHARD CHARLES640$55.9K0.02%013F-HRTimeline
Center for Financial Planning, Inc.635$55.5K0.01%013F-HRTimeline
City State Bank624$54.5K0.01%-10013F-HRTimeline
DHJJ Financial Advisors, Ltd.620$54.2K0.02%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.620$54.2K0.01%13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…620$54.2K0.01%+19613F-HRTimeline
Basepoint Wealth LLC601$52.6K0.03%new13F-HRTimeline
WPG Advisers, LLC595$52K0.04%+13613F-HRTimeline
SUMMIT SECURITIES GROUP LLC578$50.5K0.01%-9813F-HRTimeline
Key Financial Inc578$50.5K0.01%013F-HRTimeline
SBI Securities Co., Ltd.568$49.6K<0.01%-9613F-HRTimeline
MCF Advisors LLC563$49.2K<0.01%+49813F-HRTimeline
True Wealth Design, LLC553$48.3K0.01%-29713F-HRTimeline
DV EQUITIES, LLC544$47.5K0.01%13F-HRTimeline
Bullock Wealth Management Group538$47K0.02%-413F-HRTimeline
Hilltop National Bank518$45.2K0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC509$44.5K0.01%013F-HRTimeline
Quaker Wealth Management, LLC502$43.8K0.01%+413F-HRTimeline
Cypress Capital Management LLC (WY)500$43.7K0.04%013F-HRTimeline
DV Trading LLC500$43.7K<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC499$43.6K<0.01%+10013F-HRTimeline
First Command Advisory Services, Inc.485$42.4K<0.01%+3713F-HRTimeline
Elyxium Wealth, LLC481$42K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV477$41.6K<0.01%+113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.475$41.5K0.02%013F-HRTimeline
CoreFirst Bank & Trust473$41.3K0.02%-15013F-HRTimeline
Capital Advisors, Ltd. LLC470$41K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.464$40.5K0.01%-4213F-HRTimeline
JNBA Financial Advisors454$39.7K<0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.449$39.2K0.02%new13F-HRTimeline
FIRST COMMUNITY TRUST NA436$38.1K0.03%013F-HRTimeline
Vision Retirement, LLC428$37.4K0.01%13F-HRTimeline
ORG Partners LLC426$37.2K0.01%+28513F-HRTimeline
Financial Network Wealth Advisors LLC414$36.2K0.04%013F-HRTimeline
GROUP ONE TRADING LLC409$35.7K<0.01%new13F-HRTimeline
MTM Investment Management, LLC408$35.6K0.01%013F-HRTimeline
Board of the Pension Protection Fund400$34.9K0.03%new13F-HRTimeline
Boreal Capital Management LLC400$34.9K0.03%013F-HRTimeline
Keating Financial Advisory Services, In…399$34.9K<0.01%13F-HRTimeline
TFC Financial Management, Inc.397$34.7K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …396$34.6K0.05%013F-HRTimeline
SageView Advisory Group, LLC395$34.5K<0.01%new13F-HRTimeline
MidFirst Bank395$34.5K<0.01%13F-HRTimeline
SJS Investment Consulting Inc.386$33.7K<0.01%+5413F-HRTimeline
Reflection Asset Management384$33.5K0.02%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC382$33.4K<0.01%new13F-HRTimeline
MOTCO378$33K<0.01%013F-HRTimeline
Community Bank, N.A.375$32.8K<0.01%-2513F-HRTimeline
Orion Capital Management LLC375$32.8K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC371$32.4K0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC368$32.1K0.01%013F-HRTimeline
Meramec Financial Planners, LLC345$31K0.01%13F-HRTimeline
Paladin Advisory Group, LLC353$30.8K0.02%013F-HRTimeline
Westside Investment Management, Inc.343$30.3K<0.01%+713F-HRTimeline
Pinnacle Bancorp, Inc.346$30.2K0.01%+2713F-HRTimeline
LANARK FINANCIAL, INC.345$30.1K<0.01%-15213F-HRTimeline
OAKWORTH CAPITAL, INC.343$30K<0.01%013F-HRTimeline
American Capital Advisory, LLC342$29.9K0.01%-413F-HRTimeline
Ransom Advisory, Ltd336$29.4K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC332$29K<0.01%+913F-HRTimeline
Root Financial Partners, LLC328$28.7K<0.01%+4313F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P323$28.2K<0.01%-1313F-HRTimelineGroup
Prestige Wealth Management Group LLC322$28.1K0.01%013F-HRTimeline
Intelligent Financial Strategies316$27.6K0.01%013F-HRTimeline
Garton & Associates Financial Advisors …311$27.2K0.02%13F-HRTimeline
Abound Wealth Management308$26.9K0.01%-3413F-HRTimeline
United Community Bankin group United Community Bank305$26.6K0.01%-813F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA300$26.2K0.01%013F-HRTimeline
Camelot Portfolios, LLC300$26.2K0.02%new13F-HRTimeline
Investment Research & Advisory Group, I…290$25.9K0.01%-99113F-HRTimeline
Missouri Trust & Investment Co295$25.8K0.01%013F-HRTimeline
Fortitude Family Office, LLC293$25.6K0.01%-7613F-HRTimeline
Golden State Wealth Management, LLC289$25.3K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.288$25.2K<0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST275$24K0.01%013F-HRTimeline
GW&K Investment Management, LLC280$24K<0.01%+1913F-HRTimeline
Activest Wealth Management261$22.8K<0.01%+22813F-HRTimeline
KELLEHER FINANCIAL ADVISORS253$22.1K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…251$21.9K0.01%013F-HRTimeline
Mascoma Wealth Management LLC250$21.8K<0.01%-5013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners250$21.8K<0.01%013F-HRTimelineGroup
Cetera Trust Company, N.A250$21.8K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.245$21.4K0.06%013F-HRTimeline
Acumen Wealth Advisors, LLC240$21K0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC237$20.7K<0.01%-7613F-HRTimeline
Global X Japan Co., Ltd.236$20.6K<0.01%+14913F-HRTimeline
Central Pacific Bank - Trust Division235$20.5K<0.01%013F-HRTimeline
Crews Bank & Trust235$20.5K<0.01%013F-HRTimeline
Fideuram Asset Management (Ireland) dac222$20.2K<0.01%13F-HRTimeline
Bravera Wealth230$20.1K0.01%13F-HRTimeline
Bradley & Co. Private Wealth Management…230$20.1K0.01%013F-HRTimeline
DT Investment Partners, LLC227$19.8K<0.01%013F-HRTimeline
NFSG Corp222$19.4K<0.01%-8813F-HRTimeline
Physician Wealth Advisors, Inc.221$19.3K<0.01%-11813F-HRTimeline
Curat Global, LLC217$19K0.02%013F-HRTimeline
Clayton Financial Group LLC216$18.9K0.01%013F-HRTimeline
BIRCHBROOK, INC.212$18.5K0.01%013F-HRTimeline
Sunbelt Securities, Inc.203$17.7K<0.01%-2013F-HRTimeline
TD Capital Management LLC202$17.7K<0.01%+113F-HRTimeline
BARRETT & COMPANY, INC.200$17.5K0.01%013F-HRTimeline
Olistico Wealth, LLC200$17.5K0.01%new13F-HRTimeline
Red Tortoise LLC198$17.3K0.01%013F-HRTimeline
Nemes Rush Group LLC197$17.2K<0.01%-10013F-HRTimeline
Hara Capital LLC195$17K0.01%013F-HRTimeline
West Branch Capital LLC192$16.8K<0.01%-4013F-HRTimeline
Salomon & Ludwin, LLC188$16.8K<0.01%-213F-HRTimeline
ENTRUST FINANCIAL LLC187$16.3K0.01%13F-HRTimeline
Financial Perspectives, Inc180$15.7K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC179$15.6K<0.01%-5913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…177$15.5K0.01%+13413F-HRTimeline
Sound Income Strategies, LLC172$15.5K<0.01%+2913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC176$15.4K<0.01%-613F-HRTimeline
Glen Eagle Advisors, LLC174$15.2K<0.01%+2013F-HRTimeline
Cedar Mountain Advisors, LLC173$15.1K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP167$14.6K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC167$14.6K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC162$14.2K<0.01%013F-HRTimeline
Merrithew & Thorsten Inc163$14K0.01%13F-HRTimeline
Rachor Investment Advisory Services, LLC160$14K0.01%13F-HRTimeline
OPTIMA CAPITAL LLC160$14K0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.158$13.8K<0.01%+7713F-HRTimelineGroup
Archer Investment Corp155$13.5K<0.01%-10813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …150$13.1K<0.01%013F-HRTimelineGroup
Walsh & Associates, LLC150$13.1K0.01%13F-HRTimeline
CNB Bank141$12.3K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC140$12.2K0.01%+113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC138$12.1K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.135$11.8K0.01%-313F-HRTimeline
Clean Yield Group134$11.7K<0.01%-2713F-HRTimeline
Kemnay Advisory Services Inc.123$10.7K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC118$10.6K<0.01%013F-HRTimeline
Garner Asset Management Corp119$10.4K<0.01%new13F-HRTimeline
Dorato Capital Management110$9.89K0.01%13F-HRTimeline
CGC Financial Services, LLC110$9.61K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton107$9.35K<0.01%013F-HRTimeline
SWISS RE LTDin group SWISS RE LTD104$9.08K<0.01%13F-HRTimelineGroup
CKW FINANCIAL GROUP103$9K<0.01%013F-HRTimeline
Lavaca Capital LLC100$8.73K<0.01%-6913F-HRTimeline
CBIZ Investment Advisory Services, LLC100$8.73K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates100$8.73K<0.01%013F-HRTimeline
YANKCOM Partnership100$8.73K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC100$8.73K<0.01%013F-HRTimeline
Kentucky Trust Co100$8.73K<0.01%013F-HRTimeline
SHP Wealth Management100$8.71K<0.01%13F-HRTimeline
DUNCKER STREETT & CO INC97$8.47K<0.01%013F-HRTimeline
Family CFO Inc93$8.12K<0.01%new13F-HRTimeline
Coastline Trust Co90$7.86K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…86$7.51K<0.01%013F-HRTimeline
Park Place Capital Corp86$7.51K<0.01%013F-HRTimeline
Signature Equity Partners, LLC85$7.42K<0.01%13F-HRTimeline
Howard Hughes Medical Institute84$7.34K<0.01%-113F-HRTimeline
BOK Financial Private Wealth, Inc.80$6.99K<0.01%013F-HRTimeline
Front Row Advisors LLC80$6.99K<0.01%013F-HRTimeline
High Note Wealth, LLC80$6.99K<0.01%-113F-HRTimeline
Rossby Financial, LCC79$6.9K<0.01%+3113F-HRTimeline
Wilkerson Advisory Group LLC78$6.81K<0.01%13F-HRTimeline
LFA - Lugano Financial Advisors SA75$6.55K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC72$6.29K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC71$6.2K0.01%13F-HR/ATimeline
LGT Financial Advisors LLC71$6.17K0.04%+113F-HRTimeline
Cornerstone Planning Group LLC69$6.08K<0.01%-11713F-HRTimeline
Legacy Bridge, LLC67$5.85K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC60$5.3K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC60$5.24K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.60$5.24K<0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.60$5.24K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC59$5.15K<0.01%013F-HRTimeline
Tower View Wealth Management LLC59$5.13K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC58$5.07K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…58$5.04K<0.01%-4513F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV65$5K<0.01%+3013F-HRTimeline
Accordant Advisory Group Inc56$4.89K<0.01%-12513F-HRTimeline
COUNTRY TRUST BANK55$4.8K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC55$4.8K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…55$4.8K<0.01%013F-HRTimeline
Sachetta, LLC52$4.54K<0.01%+2413F-HRTimeline
Nalls Sherbakoff Group, LLC50$4.37K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC50$4.37K<0.01%13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.50$4.37K<0.01%13F-HRTimelineGroup