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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
Moisand Fitzgerald Tamayo, LLC27$2.67K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC27$2.67K<0.01%013F-HRTimeline
PFS Partners, LLC27$2.64K<0.01%013F-HRTimeline
Redwood Park Advisors LLC26$2.58K<0.01%013F-HRTimeline
Kilter Group LLC26$2.58K<0.01%new13F-HRTimeline
Pacific Center for Financial Services25$2.48K<0.01%013F-HRTimeline
Aspect Partners, LLC25$2.48K<0.01%+513F-HRTimeline
Creative Capital Management Investments…24$2.38K<0.01%013F-HRTimeline
Battery Global Advisors, LLC22$2.18K<0.01%013F-HRTimeline
Hughes Financial Services, LLC25$2.17K<0.01%-2413F-HRTimeline
Financial Management Professionals, Inc.21$2.08K<0.01%013F-HRTimeline
Signature Resources Capital Management,…21$2.08K<0.01%013F-HRTimeline
Navigoe, LLC25$2K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC20$1.98K<0.01%013F-HRTimeline
Asset Planning,Inc20$1.98K<0.01%013F-HRTimeline
Clark Wealth Partners20$1.98K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC19$1.88K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC19$1.88K<0.01%+513F-HRTimeline
Bay Harbor Wealth Management, LLC18$1.78K<0.01%+813F-HRTimeline
Valued Wealth Advisors LLC17$1.68K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC16$1.57K<0.01%-2813F-HRTimeline
Trifecta Capital Advisors, LLC15$1.49K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC15$1.45K<0.01%new13F-HRTimeline
Bogart Wealth, LLC14$1.39K<0.01%013F-HRTimeline
Stephens Consulting, LLC13$1.29K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC12$1.19K<0.01%013F-HRTimeline
Fairscale Capital, LLC12$1.03K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC20$1K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC10$990<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.10$990<0.01%+513F-HRTimeline
CBIZ Investment Advisory Services, LLC9$891<0.01%+413F-HRTimeline
New Millennium Group LLC9$891<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC9$891<0.01%-2713F-HRTimeline
Nova Wealth Management, Inc.9$891<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC9$891<0.01%+513F-HRTimeline
Fairman Group, LLC8$792<0.01%013F-HRTimeline
Towne Trust Company, N.A6$594<0.01%new13F-HR/ATimeline
Quest 10 Wealth Builders, Inc.5$544<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.5$496<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…5$495<0.01%new13F-HRTimeline
Livelsberger Financial Advisory4$4120.01%new13F-HRTimeline
DecisionPoint Financial, LLC3$302<0.01%-10713F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$99<0.01%013F-HR/ATimelineGroup
Strategic Wealth Partners, Ltd.1$50<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.