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Disclosery

OTIS OTIS WORLDWIDE CORP

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Stock (common), issuer CIK 1781335

1,207 managers (1,244 13F filers) reported a position in OTIS shares at 2026-03-31, 344,456,544 shares in all. 86 filers opened a position and 164 filers sold out during the quarter.

Managers
1,207
13F filers
1,244
New
86
Added
393
Reduced
479
Sold out
164
Shares held by filers
344,456,544

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Pinnacle Bancorp, Inc.371$28.6K0.01%+2513F-HRTimeline
JFS WEALTH ADVISORS, LLC370$28.5K<0.01%-12913F-HRTimeline
Meramec Financial Planners, LLC345$27.9K0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC359$27.7K0.01%-15013F-HRTimeline
Abound Wealth Management353$27.2K0.01%+4513F-HRTimeline
Paladin Advisory Group, LLC353$27.2K0.02%013F-HRTimeline
MOTCO345$26.6K<0.01%-3313F-HRTimeline
Fortitude Family Office, LLC343$26.4K0.01%+5013F-HRTimeline
American Capital Advisory, LLC342$26.4K0.01%013F-HRTimeline
Westside Investment Management, Inc.336$26.2K<0.01%-713F-HRTimeline
OAKWORTH CAPITAL, INC.329$25.4K<0.01%-1413F-HRTimeline
VALLEY NATIONAL ADVISERS INC320$24K<0.01%-1213F-HRTimeline
United Community Bankin group United Community Bank305$23.5K0.01%013F-HRTimelineGroup
JNBA Financial Advisors303$23.4K<0.01%-15113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA300$23.1K<0.01%013F-HRTimeline
HOERTKORN RICHARD CHARLES300$23.1K0.02%-34013F-HRTimeline
Board of the Pension Protection Fund300$23.1K0.02%-10013F-HRTimeline
Missouri Trust & Investment Co295$22.7K0.01%013F-HRTimeline
Essential Partners LLC294$22.7K0.01%-2,19813F-HRTimeline
Prestige Wealth Management Group LLC293$22.6K<0.01%-2913F-HRTimeline
Investment Research & Advisory Group, I…290$22.4K0.01%013F-HRTimeline
Golden State Wealth Management, LLC289$22.3K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST275$21.2K0.01%013F-HRTimeline
Crews Bank & Trust269$20.7K<0.01%+3413F-HRTimeline
KELLEHER FINANCIAL ADVISORS253$19.5K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…251$19.3K0.01%013F-HRTimeline
Mascoma Wealth Management LLC250$19.3K<0.01%013F-HRTimeline
Trask Adam Roland250$19.3K0.02%13F-HRTimeline
GW&K Investment Management, LLC246$19K<0.01%-3413F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.245$18.9K0.05%013F-HRTimeline
Acumen Wealth Advisors, LLC240$18.5K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC240$18.5K0.01%13F-HRTimeline
Central Pacific Bank - Trust Division235$18.1K<0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P232$17.9K<0.01%-9113F-HRTimelineGroup
Bradley & Co. Private Wealth Management…230$17.7K0.01%013F-HRTimeline
Bravera Wealth230$17.7K0.01%013F-HRTimeline
Global X Japan Co., Ltd.229$17.7K<0.01%-713F-HRTimeline
DT Investment Partners, LLC227$17.5K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…226$17.4K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.224$17.3K<0.01%+313F-HRTimeline
NFSG Corp223$17.2K<0.01%+113F-HRTimeline
Nemes Rush Group LLC217$16.7K<0.01%+2013F-HRTimeline
Curat Global, LLC217$16.7K0.02%013F-HRTimeline
BIRCHBROOK, INC.212$16.3K0.01%013F-HRTimeline
Sunbelt Securities, Inc.204$15.7K<0.01%+113F-HRTimeline
TD Capital Management LLC203$15.7K<0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC202$15.6K<0.01%+2613F-HRTimeline
BARRETT & COMPANY, INC.200$15.4K0.01%013F-HRTimeline
Olistico Wealth, LLC200$15.4K0.01%013F-HRTimeline
Red Tortoise LLC198$15.3K0.01%013F-HRTimeline
Hara Capital LLC195$15K0.01%013F-HRTimeline
West Branch Capital LLC192$14.8K<0.01%013F-HRTimeline
ENTRUST FINANCIAL LLC187$14.4K0.01%013F-HRTimeline
Financial Perspectives, Inc180$13.9K<0.01%013F-HRTimeline
Clayton Financial Group LLC175$13.5K0.01%-4113F-HRTimeline
Glen Eagle Advisors, LLC174$13.4K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC174$13.4K<0.01%+113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP167$12.9K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC167$12.9K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC162$12.5K<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC160$12.3K0.01%013F-HRTimeline
Kemnay Advisory Services Inc.156$12K<0.01%+3313F-HRTimeline
Merrithew & Thorsten Inc164$12K0.01%+113F-HRTimeline
Archer Investment Corp155$11.9K<0.01%013F-HRTimeline
Sound Income Strategies, LLC154$11.9K<0.01%-1813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.152$11.7K<0.01%-613F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …150$11.6K<0.01%013F-HRTimelineGroup
Cetera Trust Company, N.A150$11.6K0.01%-10013F-HRTimeline
Walsh & Associates, LLC150$11.6K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC144$11.1K<0.01%new13F-HRTimeline
Coastline Trust Co142$10.9K<0.01%+5213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CNB Bank141$10.9K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC140$10.8K0.01%013F-HRTimeline
SHP Wealth Management139$10.7K<0.01%+3913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC138$10.6K<0.01%013F-HRTimeline
Timothy G. Youngquist 2020 Irrevocable …137$10.6K0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA136$10.5K0.01%-30013F-HRTimeline
Clean Yield Group134$10.3K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC131$10.1K<0.01%+5313F-HRTimeline
JPL Wealth Management, LLC129$9.94K<0.01%new13F-HR/ATimeline
SJS Investment Consulting Inc.128$9.87K<0.01%-25813F-HRTimeline
Plante Moran Financial Advisors, LLC127$9.78K<0.01%-11013F-HRTimeline
Whipplewood Advisors, LLC123$9.48K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC119$9.17K<0.01%-6013F-HRTimeline
SITTNER & NELSON, LLC118$9.1K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…116$8.98K<0.01%-6113F-HRTimeline
Dorato Capital Management110$8.75K0.01%013F-HRTimeline
CGC Financial Services, LLC110$8.48K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton107$8.25K<0.01%013F-HRTimeline
SWISS RE LTDin group SWISS RE LTD104$8.02K0.05%013F-HRTimelineGroup
CKW FINANCIAL GROUP104$8K<0.01%+113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC103$7.94K<0.01%+4813F-HRTimeline
Lavaca Capital LLC100$7.71K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC100$7.71K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates100$7.71K<0.01%013F-HRTimeline
YANKCOM Partnership100$7.71K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC100$7.71K<0.01%013F-HRTimeline
Kentucky Trust Co100$7.71K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC98$7.55K0.01%+2713F-HR/ATimeline
Cornerstone Planning Group LLC92$6.94K<0.01%+2313F-HRTimeline
Mosley Wealth Management75$6.89K<0.01%new13F-HRTimeline
High Note Wealth, LLC89$6.86K<0.01%+913F-HRTimeline
Activest Wealth Management89$6.86K<0.01%-17213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…86$6.63K<0.01%+2813F-HRTimelineGroup
BOK Financial Private Wealth, Inc.80$6.17K<0.01%013F-HRTimeline
Sachetta, LLC80$6.17K<0.01%+2813F-HRTimeline
Front Row Advisors LLC80$6.17K<0.01%013F-HRTimeline
High Point Wealth Management, LLC80$6.17K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…79$6.09K<0.01%-713F-HRTimeline
LGT Financial Advisors LLC71$5.48K0.03%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …70$5.4K<0.01%+2213F-HRTimelineGroup
Kilter Group LLC70$5.4K<0.01%+2613F-HRTimeline
SUMMIT SECURITIES GROUP LLC64$4.93K<0.01%-51413F-HRTimeline
Main Street Group, LTD62$4.78K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC60$4.67K<0.01%013F-HRTimeline
Millstone Evans Group, LLC59$4.55K<0.01%013F-HRTimeline
Tower View Wealth Management LLC59$4.55K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC58$4.47K<0.01%013F-HRTimeline
COUNTRY TRUST BANK55$4.24K<0.01%013F-HRTimeline
Tidemark, LLC55$4.24K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…55$4.24K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV62$4K<0.01%-313F-HR/ATimeline
United Financial Planning Group LLC51$3.93K<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC50$3.85K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC50$3.85K<0.01%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.50$3.85K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…50$3.85K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…49$3.78K<0.01%013F-HRTimeline
Aspect Partners, LLC47$3.62K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC47$3.62K<0.01%-213F-HRTimeline
Westfuller Advisors, LLC47$3.59K<0.01%+4613F-HRTimeline
HOEY INVESTMENTS, INC46$3.55K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC46$3.55K<0.01%013F-HRTimeline
S&T Bank/PA45$3.47K<0.01%013F-HRTimeline
McIlrath & Eck, LLC45$3.47K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC43$3.31K<0.01%013F-HR/ATimeline
Bay Harbor Wealth Management, LLC41$3.16K<0.01%+1113F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.40$3.08K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC40$3.08K<0.01%-1013F-HRTimeline
Avion Wealth49$3K<0.01%-113F-HRTimeline
Fortis Group Advisors, LLC38$2.93K<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC37$2.85K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.35$2.7K<0.01%new13F-HRTimeline
Torren Management, LLC34$2.64K<0.01%-1113F-HRTimeline
Bogart Wealth, LLC34$2.62K<0.01%+2013F-HRTimeline
Salomon & Ludwin, LLC33$2.57K<0.01%-15513F-HRTimeline
Westend Capital Management, LLC33$2.54K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.32$2.48K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC32$2.47K<0.01%-6513F-HRTimeline
Graney & King, LLC31$2.42K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department29$2.23K<0.01%013F-HRTimelineGroup
Financial Freedom, LLC28$2.19K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.28$2.16K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.27$2.11K<0.01%013F-HRTimeline
PFS Partners, LLC27$2.09K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.27$2.08K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC26$2K<0.01%new13F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.26$2K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp26$2K<0.01%013F-HRTimeline
Pacific Center for Financial Services25$1.93K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC25$1.93K0.03%013F-HRTimeline
Dogwood Wealth Management LLC25$1.93K<0.01%+513F-HRTimeline
Creative Capital Management Investments…24$1.85K<0.01%013F-HRTimeline
Clark Wealth Partners24$1.85K<0.01%new13F-HRTimeline
Battery Global Advisors, LLC22$1.7K<0.01%-4913F-HRTimeline
Vermillion Wealth Management, Inc.22$1.7K<0.01%new13F-HRTimeline
Security National Bank21$1.62K<0.01%013F-HRTimeline
Truvestments Capital LLC21$1.62K<0.01%013F-HRTimeline
Signature Resources Capital Management,…21$1.62K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.21$1.62K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20$1.56K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc20$1.54K<0.01%+1613F-HRTimeline
SFAM, LLC20$1.54K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC20$1.54K<0.01%-35113F-HRTimeline
Asset Planning,Inc20$1.54K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…19$1.47K<0.01%new13F-HRTimelineGroup
Retirement Wealth Solutions LLC18$1.39K<0.01%+613F-HRTimeline
Stone House Investment Management, LLC17$1.31K<0.01%+1413F-HRTimeline
Valued Wealth Advisors LLC17$1.31K<0.01%013F-HRTimeline
Burk Holdings LLC17$1.31K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC16$1.23K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC15$1.16K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.14$1.08K<0.01%013F-HRTimeline
Heritage Wealth Advisors14$1.08K<0.01%new13F-HRTimeline
Dunhill Financial, LLC13$1.01K<0.01%-2513F-HRTimeline
Navigoe, LLC25$1K<0.01%013F-HRTimeline
Signature Equity Partners, LLC12$938<0.01%-7313F-HRTimeline
Game Plan Financial Advisors, LLC12$925<0.01%013F-HRTimeline
Fairscale Capital, LLC12$925<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC12$925<0.01%-613F-HRTimeline
Intentional Wealth Strategies, LLC11$848<0.01%13F-HRTimeline
Core Alternative Capital9$694<0.01%013F-HRTimeline
Evergreen Advisors, LLC9$675<0.01%new13F-HRTimeline
Breakwater Investment Management6$463<0.01%new13F-HRTimeline
Towne Trust Company, N.A6$462<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.5$386<0.01%013F-HRTimeline
NVWM, LLC5$385<0.01%013F-HRTimeline
HFM Investment Advisors, LLC5$385<0.01%-413F-HRTimeline
TopTier Wealth Management, LLC5$385<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC5$357<0.01%013F-HRTimeline